Set up fiscal document source text (Brazil)

Note

We will not be accepting edits to this topic, because it is generated from a business process in Lifecycle Services.

You can attach fiscal document texts to a sales order, purchase order, or free text invoice. The fiscal document texts that are attached to the sales order, purchase order, or free text invoice are printed on the fiscal document. The fiscal document texts provide additional information about the taxes and laws that are applied to the fiscal document. You can also include placeholders in the fiscal document source text. The placeholders are replaced by predefined text when you post the fiscal document that the fiscal document text is attached to. This task uses the BRMF demo company.

  1. Go to Organization administration > Document management > Document types.
  2. Click New.
  3. In the Type field, type a value.
  4. In the Name field, type a value.
  5. Select Simple note.
  6. Select Database.
  7. Click Save.
  8. Close the page.
  9. Go to Organization administration > Setup > Brazilian parameters.
  10. Click the Fiscal document tab.
  11. In the Document type field, enter or select a value.
  12. Click Save.
  13. Close the page.
  14. Go to Organization administration > Setup > Fiscal document source texts.
  15. Click New.
  16. In the Fiscal document text field, type a value.
  17. In the Description field, type a value.
  18. In the Text field, type a value.
  19. Click Save.
  20. Close the page.