(BRA) Set up operation types

Important

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Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

You can classify sales and purchase operations based on whether they generate accounting entries, generate inventory movement, or create customer or vendor transactions. The tax calculations vary, depending on the outcome of an operation. Therefore, you must define the different operation types for a legal entity.

1. Click Organization administration > Setup > Brazil > Operation type.

2. Create an operation type.

3. In the Operation type and Name fields, enter the identification code and name of the operation type.

4. Select the Create inventory movements check box to indicate that the operation type generates inventory movement.

   Note

   To create inventory-related ledger transactions, you must select the Post physical inventory and Post financial inventory check boxes on the Setup FastTab in the Item model groups form.

5. Select the Create customer/vendor transactions check box to indicate that the operation type creates customer or vendor transactions.

6. In the Item account field, select the default posting account that is used for the operation type in the ledger.

7. In the Customer field group, in the Posting profile field, select the customer posting profile for the operation type.

8. In the Vendor field group, in the Posting profile field, select the vendor posting profile for the operation type.

You cannot modify an operation type that is attached to a posted sales or purchase order.

See also

(BRA) Operation type (form)

(BRA) Create and post a sales order

(BRA) Create and post a free text invoice

(BRA) Create and post a purchase order