Set up NF-e parameters for a fiscal establishment (Brazil)

Important

Dynamics 365 for Finance and Operations is now being licensed as Dynamics 365 Finance and Dynamics 365 Supply Chain Management. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Use the following procedure to set up the parameters for a Nota Fiscal eletrĂ´nica (NF-e) for a fiscal establishment. This task uses the BRMF demo company.

  1. Go to Organization administration > Organizations > Fiscal establishments > Fiscal establishments.
  2. Select a fiscal establishment to set up NF-e for.
  3. Expand the NF-e and NFC-e federal section.
  4. Click Edit.
  5. Enter the digital certificate that authenticates the electronic fiscal documents that are issued by the fiscal establishment.
  6. Select the NF-e environment type.
    • Select Testing to issue an NF-e to the testing environment. Select Production to issue a valid NF-e to the tax authority's production environment.
  7. Select the version of the NF-e XML schema.
  8. Select the state tax authority for NF-e.
  9. Select the default email template that should be used to notify the customer when the NF-e is authorized by the tax authority.
  10. Select the default email template that should be used to notify the customer when the NF-e is canceled by the tax authority.
  11. Select the default email template that should be used to notify the customer when the NF-e is updated by an electronic correction letter.
  12. Select Yes in the Preprinted security form field.
    • Select this option when the fiscal establishment uses a preprinted security form to print DANFE in the security form contingency mode.
  13. Select Yes in the Attach the DANFE as PDF file to email field.
    • Select this option to automatically attach the DANFE to the email that is sent to the customer after the NF-e has been authorized by the tax authority.
  14. Select Yes in the Print DANFE when NF-e is approved field.
    • Select this option to automatically print the DANFE after the NF-e has been authorized by the tax authority.
  15. Select Yes in the Validate XML schema on posting field.
    • Select this option to validate the NF-e XML against the official XML schema that is published by the tax authority before fiscal documents are posted.
  16. Select Yes in the Post only NF-e that have valid access keys field.
    • Select this option to validate the NF-e access key from an NF-e that is issued by a vendor before vendor fiscal documents are posted.
  17. Select Yes in the Block NF-e posting if XML does not match field.
    • Select this option if a vendor fiscal document should not be posted if the NF-e XML from the vendor doesn't match the order.
  18. Click Save.
  19. Close the page.