(CHN) Export VAT customer invoices or import invoice reference numbers
Important
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Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
Follow the steps in this topic to export the value-added tax (VAT) customer invoice export documents from Microsoft Dynamics AX, and then import reference numbers for the customer invoices that can be linked to the original invoices.
Note
This topic does not apply to versions of Microsoft Dynamics AX 2012 prior to cumulative update 6 for AX 2012 R2.
This task is part of a bigger process
The following illustration shows how the configuration of the tax integration relates to other tax integration tasks.
For an overview of the process see (CHN) Chinese tax integration for VAT customer invoices.
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Prerequisites
The following table shows the prerequisites that must be in place before you start.
Category |
Prerequisite |
|---|---|
Related setup tasks |
Configure Microsoft Dynamics AX for tax integration. For more information, see (CHN) Configure tax integration. |
Make sure that the Application Integration Framework (AIF) batch jobs for the AIFGatewayReceiveService, AIFGatewaySendService, AIFInboundProcessingService, and AIFoutboundProcessingService classes are running. For more information, go to Configuring batch jobs and tasks for AIF and Walkthrough: Exchanging documents by using the file system adapter. |
|
Related tasks |
Create and post an invoice proposal for a sales invoice. For more information, see Create and post invoice proposals. |
Create and post a sales order for a customer by using the sales tax group for VAT and the item sales tax group for VAT. For more information, go to Create or edit a sales order and Key tasks: Customer invoices. |
|
Create a credit note by using both the sales tax group for VAT and the item sales tax group for VAT. For more information, go to About credit notes and Prepare a credit note. |
|
Create and post a free text invoice by using both the sales tax group for VAT and the item sales tax group for VAT. For more information, see Key tasks: Free text invoices. |
|
If the total amount for a VAT customer invoice exceeds the amount that you specify in the Maximum invoice amount field in the Tax integration profiles form, split the VAT customer invoice. For more information, see (CHN) Split or combine VAT customer invoices. |
1. Export VAT customer invoices
Use the Tax integration export form to export the VAT customer invoice export documents. You cannot export an invoice that is already exported.
To export VAT customer invoices, follow these steps:
Click Accounts receivable > Periodic > Tax integration > VAT invoice integration.
Select the invoices to export, and then click Export to open the Tax integration export form.
In the Profile field, select the tax integration profile for the invoice to export.
Select the Ignore zero amount lines to exclude the invoice lines that have an amount that is equal to zero.
Click OK to export the file.
2. Import VAT customer invoice reference numbers
Use the Tax integration import form to import the reference numbers for the VAT customer invoices, which are then linked to the original invoices.
To import VAT customer invoice reference numbers, follow these steps:
Click Accounts receivable > Periodic > Tax integration > VAT invoice integration.
Click Import to open the Tax integration import form.
In the Profile field, select the identification code for the tax integration profile of the invoice reference number to import.
In the File folder field, enter the path and name of the folder to import the files from.
Select the Import all files in this folder check box to import all of the files that are available in the folder that you specified in the File folder field.
In the File name field, enter the path and file name of the file to import.
Note
This field is available only if you clear the Import all files in this folder check box.
Click OK to import the files.
After you import the files, the External invoice number field on the VAT invoice integration form is updated with the reference numbers for the corresponding customer invoices.