Delivery slips (Brazil)

This article describes how to post delivery slips for sales orders with multiple sales order lines that have Código Fiscal de Operações e Prestações (CFOP) delivery codes in Brazil with Microsoft Dynamics 365 Finance.

You can post a delivery slip for a sales order that has multiple sales order lines that have a delivery Código Fiscal de Operações e Prestações (CFOP) code. For each sales order line, you must specify the CFOP code that has a delivery CFOP code assigned to it. A delivery slip is used when the customer that you deliver items to differs from the customer that is invoiced. (In other words, the customer account and invoice account differ.) Delivery slips are posted in chronological order. You must attach fiscal references to delivery slips before you post them.

The following procedure uses the BRMF demo company.

To post delivery slips for sales orders with multiple sales order lines that have CFOP delivery codes, follow these steps.

1. In Dynamics 365 Finance, go to Sales and marketing > Sales orders > All sales orders.
2. Select New.
3. In the Customer account field, enter or select a value.
4. Select OK.
5. In the Lines or header field, select an option.
6. In the Invoice account field, enter or select the customer that ordered the goods.
7. In the Lines or header field, select an option.
8. Select Add line.
9. In the list, mark the selected row.
10. In the Item number field, enter or select a value.
11. In the Quantity field, enter a number.
12. In the Site field, enter or select a value.
13. In the Warehouse field, enter or select a value.
14. In the CFOP field, enter or select a value. The CFOP codes that are available depend on the fiscal establishment of the site, the order type, the operation type, the location of the customer, and the delivery address of the customer.
15. Expand the Line details section.
16. Select the Setup tab.
17. In the Delivery item sales tax group field, enter the item sales tax group for the delivery fiscal document.
18. In the Delivery sales tax group field, enter the sales tax group for the delivery fiscal document.
19. Select Save.
20. On the Action Pane, select Pick and pack.
21. Select Delivery slip.
22. Select Fiscal reference.
23. In the Document model field, enter or select a value.
24. In the Access key field, enter the access key from the NF-e that was issued by the customer ordering the goods and to whom the sales must be invoiced to.
25. In the Date field, enter a date.
26. In the Direction field, select an option.
27. In the Account field, enter or select the customer account that generated the fiscal document.
28. Select Save.
29. Close the page.
30. Select OK.
31. Select OK.
32. Close the page.
33. Go to Accounts receivable > Fiscal documents > Electronic fiscal documents > Export/import NF-e process.
34. Select OK.