(BRA) Create and post a vendor invoice for a nontaxpayer vendor
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
You can create and post vendor invoices on behalf of nontaxpayer vendors. You must assign a fiscal establishment to a site. You must also set up a fiscal document type for purchase orders that you create and post on behalf of nontaxpayer vendors. For more information, see (BRA) Create sites and (BRA) Assign fiscal document types for customers or vendors. Before you can create and post vendor invoices on behalf of a nontaxpayer vendor, you must specify the vendor as a nontaxpayer vendor.
Specify a vendor as a nontaxpayer vendor
Use the Vendors form to specify a vendor as a nontaxpayer vendor.
Click Accounts payable > Common > Vendors > All vendors.
Double-click a vendor account.
On the Fiscal information FastTab, select the Generate incoming fiscal document check box to indicate that the vendor is a nontaxpayer.
Create a purchase order for a nontaxpayer vendor
Use the Create purchase order form to create a purchase order for a nontaxpayer vendor.
Click Accounts payable > Common > Purchase orders > All purchase orders.
On the Action Pane, click Purchase order, and then in the Vendor account field, select a vendor account that is classified as a nontaxpayer.
On the General FastTab, in the Purchase type field, select Purchase order.
Click OK.
In the Purchase order form, create a purchase order line. At a minimum, you must specify an item, purchase quantity, unit, and unit price.
On the Line details FastTab, on the Product tab, in the Site field, select a site.
On the Action Pane, click Fiscal document texts to attach fiscal document texts to the purchase order or purchase order line. For more information, see (BRA) Attach fiscal document texts to a fiscal document.
Post a vendor invoice for a nontaxpayer vendor
Use the Vendor invoice form to post a vendor invoice for a nontaxpayer vendor.
Click Accounts payable > Common > Purchase orders > All purchase orders.
Select a purchase order that has a status of Approved or Confirmed.
On the Action Pane, click Invoice > Invoice.
In the Invoice description field, enter a description for the invoice.
In the Invoice date field, select an invoice date.
On the Action Pane, click Add shipping specifications, and then create a shipment specification.
Enter values in the Volume type, Volume quantity, Gross weight, and Net weight fields. For more information, see (BRA) Shipments (form).
Click Header view.
On the Fiscal information FastTab, in the Operation type field, select an operation type that you have created in the Operation type form. For more information, see (BRA) Operation type (form).
In the CFOP field, select a Código Fiscal de Operações e Prestações (CFOP) code that you have created in the CFOP codes form. For more information, see (BRA) CFOP codes (form).
Select the Use and consumption check box to indicate that the purchase is for consumption.
In the Presence type field, modify the presence type of the fiscal operation that you specified for the vendor on the Fiscal information FastTab in the Vendors form, if required.
Megjegyzés
This control is available only if cumulative update 8 for AX2012 R3 is installed.
On the Action Pane, click Review > Matching details to validate the invoice.
Click Vendor invoice > Totals to verify the total invoice amount for sales tax codes and charges.
Click Post > Post to post the invoice.
See also
(BRA) Purchase order (modified form)
(BRA) Vendor invoice (modified form)