(BRA) Create and post a sales complementary fiscal document

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

You can create a sales complementary fiscal document to adjust a sales fiscal document that was generated for an incorrect price, Imposto Sobre Produtos Industrializados (IPI), or Imposto Sobre Circulação de Mercadorias e Serviços (ICMS) amount. For more information, see (BRA) About sales complementary fiscal documents.

You cannot add lines to or delete lines from a sales complementary fiscal document. You can specify the price or tax adjustment for a specific line. When you post the sales complementary fiscal document, the adjustment is posted to the fiscal document.

Use the following procedure to create and post a sales complementary fiscal document.

1. Click Accounts receivable > Common > Fiscal documents > All sales complementary fiscal documents.

2. On the Action Pane, click Complementary fiscal document to open the Fiscal documents form.

3. In the Complementary fiscal document type field, select the type of complementary fiscal document from the following options:

   • Price – To create a price complementary fiscal document that is created to adjust an incorrect price for a fiscal document.

   • Tax – To create an IPI or ICMS complementary fiscal document that is created to adjust an incorrect IPI or ICMS amount for a fiscal document.

4. Select the fiscal document for which to create a sales complementary fiscal document, and then click OK to open the Sales complementary fiscal document form. All information, except for charges, is updated from the original sales fiscal document.

5. Click the Complementary invoice header FastTab, and then in the Invoice date field, select the date when the sales complementary fiscal document is posted.

6. In the Corrected line amount field, in the Invoice lines area, specify the corrected line amount in the transaction currency. The difference between the amounts in the Corrected line amount and Original line amount fields is updated in the Amount field.

   –or–

   In the Amount field, in the Invoice lines area, specify the amount to be adjusted in the sales complementary fiscal document. The corrected line amount is updated in the Corrected line amount field.

   Nota

   The Corrected line amount and Amount fields are available only if Price is selected in the Complementary fiscal document type field.

7. In the Additional IPI amount and Additional ICMS amount fields, in the Invoice lines area, specify the IPI and ICMS amounts to be adjusted in the sales complementary fiscal document.

   Nota

   The Additional IPI amount and Additional ICMS amount fields are available only if Tax is selected in the Complementary fiscal document type field.

8. Click the Line details FastTab, and then click the Setup tab.

9. In the Sales tax group and Item sales tax group fields, select the sales tax group and item sales tax group for the sales complementary fiscal document. The tax groups must include ICMS tax codes to create an ICMS complementary fiscal document, or IPI tax codes to create an IPI complementary fiscal document.

10. On the Action Pane, click Post to post the sales complementary fiscal document.

See also

(BRA) Sales complementary fiscal document (form)

(BRA) All sales complementary fiscal documents (list page)