(RUS) Set up and generate an electronic document for an alcohol declaration

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

After you create and post invoices for alcohol transactions and generate the alcohol declaration, you can generate an electronic document for the alcohol declaration. This electronic document is submitted to the regional regulatory authority for processing.

Prerequisites

The following table shows the prerequisites that must be in place before you start.

Category	Prerequisite
Version	Microsoft Dynamics AX 2012 R2 with cumulative update 7 or later
Country/region	The primary address for the legal entity must be in the following countries/regions: Russia
Related setup tasks	Set up an extended data type for alcohol declaration fixed requisites. For more information, see (RUS) Set up data types for requisites. Set up a fixed requisite for an alcohol declaration. For more information, see (RUS) Set up a fixed requisite. Set up the periods of formats application directory that specifies the format to use for electronic reporting and the additional settings to correct, configure, and load the reports. For more information, see (RUS) Set up the periods of formats application directory. Set up templates for electronic reports. For more information, see (RUS) Set up templates for electronic reporting. Set up parameters for alcohol declarations and journals. For more information, see (RUS) Set up parameters for alcohol declarations and journals. Create and post customer and vendor transactions for alcoholic items, and then create an alcohol declaration and a journal. For more information, see (RUS) Generate alcohol declarations and journals.

1. Create a query for alcohol declaration electronic reporting

Use the Queries form to create a query to retrieve values from database tables for alcohol declaration electronic reporting.

To create the query for alcohol declaration electronic reporting, follow these steps

1. Click General ledger > Setup > Financial reports generator > Queries.

2. Click New to create a query.

3. In the Query field, enter an identification code for the query.

4. In the Query type field, select one of the following query types:

   • Simple

   • Alcohol declaration wholesale 5

   • Alcohol declaration wholesale 6

   • Alcohol declaration wholesale 7

   • Alcohol declaration retail 11

   • Alcohol declaration retail 12

5. Select the Create requisites check box to create parameters in the query directory when you create the query.

6. Enter additional information for the query, if applicable, and then click OK. For more information, see (RUS) Create a query for electronic reporting.

7. In the Queries form, click Create requisites.

8. In the Table name field, select the database table to use to retrieve values for electronic documents, and then click OK.

You can click Fixed requisites to view the requisites that are set up for electronic reporting.

2. Generate an electronic document for an alcohol declaration

Use the Documents form to generate and export an electronic reporting document for an alcohol declaration.

To generate the electronic document, follow these steps.

1. Click General ledger > Reports > External > Electronic documents list.

2. Click New to create an electronic document, and enter the required details. For more information, see (RUS) Documents (form).

3. Click Load > Data.

4. In the Journal number field, select the journal number of the alcohol declaration journal.

5. In the Separate division ID field, select the separate company division to include in the electronic document.

6. Click OK.

7. In the Documents form, click Status > Approved to approve the document.

8. Click Export to to specify the location to save the electronic document to.

9. In the Directory and File name fields, enter the directory and path to save the electronic document to, and then click OK.

10. Click Regional status > Sent to generate and send the electronic document to the regional authority for processing.

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category	Prerequisite
Configuration keys	Ensure that you select the Trade (LogisticsBasic) configuration key.
Security roles and duties	To perform this task, you must be a member of a security role that includes the Inquire about electronic documents (LedgerRRGEInquire) duty.
Security roles and privileges	To perform this task, you must be a member of a security role that includes the privileges that are described in the following table. Privilege Name Maintain alcohol declaration data AlcoholDeclarationMaintain_RU View alcohol declaration data AlcoholDeclarationView_RU