Issue customer fiscal documents (Brazil)

Note

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

You can issue a fiscal document for a customer who bought goods from the fiscal establishment. This recording uses the BRMF demo company.

  1. Go to Sales and marketing > Sales orders > All sales orders.
  2. Click New.
  3. In the Customer account field, enter or select a value.
  4. Click OK.
  5. Click Add line.
  6. In the list, mark the selected row.
  7. In the Item number field, enter or select a value.
  8. In the Quantity field, enter a number.
  9. In the Site field, enter or select a value.
  10. In the CFOP field, enter or select a value.
  11. Click Save.
  12. Expand the Line details section.
  13. Click the Fiscal information tab.
  14. In the Fiscal document type field, enter or select a value.
  15. Click Save.
  16. Click Sales order line.
  17. Click Fiscal document texts.
  18. Click New.
  19. In the Fiscal document text field, enter or select a value.
  20. Click Save.
  21. Close the page.
  22. Click Invoice.
  23. In the Quantity field, select an option.
  24. Select Yes in the Print invoice field.
  25. Click OK.
  26. Click Yes.
  27. Close the page.
  28. Close the page.
  29. Close the page.
  30. Go to Accounts receivable > Fiscal documents > Electronic fiscal documents > Export/import NF-e process.
  31. Click OK.