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(BRA) Set up fiscal document types

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

You can create fiscal document types that can be used in sales and purchase transactions. The fiscal document type defines the number sequence, series, and layout of fiscal documents.

Nota

You cannot modify or delete a fiscal document type that is already used in a transaction.

  1. Click Organization administration > Setup > Brazil > Fiscal document types.

  2. Create a record.

  3. In the Fiscal document type, Name, and Series fields, enter the identifier, name, and series of the fiscal document type.

  4. Click the General FastTab, and then, in the Fiscal establishment ID field, select a fiscal establishment ID for the fiscal document type.

  5. In the Fiscal document number sequence field, select the number sequence to use for the fiscal document type.

  6. In the Fiscal document issue date field, select the date when the fiscal document is issued. This field is available even if transactions have been created that use the fiscal document type.

  7. In the Reference field group, enter information in the following fields:

    • In the Document model field, select the fiscal document model for fiscal documents.

    • In the Specie field, select the specie of the fiscal documents.

  8. If the fiscal document type is created for an electronic fiscal document, enter information in the following fields:

    1. Select the Electronic fiscal document for services check box to specify that the fiscal document type is for an electronic fiscal document for services.

      Nota

      If you select this check box, the NF-e federal check box and the fields on the Setup FastTab are not available.

    2. In the Export file layout group field, select the configurator layout group to use to export the electronic fiscal document for services.

      Nota

      This field is available only when you select the Electronic fiscal document for services check box.

    3. In the Return file layout group field, select the configurator layout group to use to import the electronic fiscal document for services.

      Nota

      This field is available only when you select the Electronic fiscal document for services check box.

  9. Select the NF-e federal check box to specify that the fiscal document type is created for a nota fiscal electrônica federal (NF-e (federal)).

    Nota

    If you select this check box, the Electronic fiscal document for services check box and the fields on the Setup FastTab are not available.

  10. Click the Setup FastTab, and then, in the Item table field group, enter information in the following fields:

    1. In the Max. item lines field, enter the maximum number of item lines that can be included in the preprinted fiscal document.

    2. In the Max. item description size field, enter the maximum number of characters per line that can be included in the item description and texts.

  11. In the Service table field group, enter information in the following fields:

    1. In the Max. service item lines field, enter the maximum number of service item lines that can be included in the preprinted fiscal document.

    2. In the Max. service item description size field, enter the maximum number of characters per line that can be included in the service item description.

  12. In the Additional data table field group, enter information in the following fields:

    1. In the Max. memo lines field, enter the maximum number of memo lines that can be included in the preprinted fiscal document.

    2. In the Max. memo description size field, enter the maximum number of characters per line that can be included in the memo description.

See also

(BRA) Fiscal document types (form)

(BRA) Assign fiscal document types (form)

(BRA) Assign fiscal document types for customers or vendors