(BRA) Set up email parameters and email templates for an NF-e

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

Use the following procedure to set up email parameters to send a Nota Fiscal eletrônica (NF-e) to a vendor or customer automatically after the NF-e is approved or canceled, or if you generate a correction letter. You can set up a batch group and email templates for an NF-e. You must create separate email templates for an approved NF-e, a canceled NF-e, and a correction letter. You can then create a batch process to send the NF-e by email.

Nota

In AX 2012 R3 and cumulative update 7 or later for AX 2012 R2: You can send the Documento Auxiliar da Nota Fiscal Eletrônica (DANFE) PDF file and the NF-e XML file that are generated for an approved NF-e to a third-party customer or vendor via email.

1. Click System administration > Setup > System > E-mail parameters.

2. Enter the required details in the following fields:

   • Outgoing mail server

   • Local computer name

   • SMTP port number

   • User name

   • Password

3. Click System administration > Setup > Batch group.

4. Create a batch group for an NF-e. For more information, see Create a batch group.

5. Click Organization administration > Setup > E-mail templates.

6. Create an email template for an approved NF-e, a canceled NF-e, and a correction letter. For more information, see Configurar la funcionalidad de correo electrónico en Microsoft Dynamics AX.

7. Click Organization administration > Setup > Brazil > Fiscal establishments.

8. Set up the email templates for a fiscal establishment. For more information, see (BRA) Set up NF-e parameters for a fiscal establishment.

9. In AX 2012 R3 and cumulative update 7 or later for AX 2012 R2: On the NF-e federal FastTab, select the Attach the DANFE as PDF file to email check box to attach the DANFE as PDF files to emails that are generated for issued electronic fiscal documents. Close the form.

10. Click System administration > Periodic > E-mail processing > Batch.

11. In the Batch group field, select the batch group for an NF-e, and then click OK.

See also

Parámetros de correo electrónico (formulario)

Grupos de lotes (formulario)

Configurar la funcionalidad de correo electrónico en Microsoft Dynamics AX

Plantillas de correo electrónico (formulario)

Lote distribuidor de correo electrónico (formulario)

Visión general del procesamiento por lotes

(BRA) About the NF-e process

(BRA) Generate DANFE as PDF files

(BRA) Generate emails for approved NF-e and attach DANFE PDF files and NF-e XML files to the emails