(BRA) Post a sales delivery slip
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2
You can post a delivery slip for a sales order that has multiple sales order lines with 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 you deliver items to a customer who is different than the one invoiced. That is, when customer and invoice accounts are different. Delivery slips are posted in chronological order. You must attach fiscal references to delivery slips before you post them. Use the Posting delivery slip form to post and print delivery slips.
Click Accounts receivable > Common > Sales orders > All sales orders.
Click Sales and marketing > Common > Sales orders > All sales orders.
Click Project management and accounting > Common > Item tasks > Project sales orders.
Double-click a sales order, or create a sales order. For more information, see (BRA) Create and post a sales order.
On the Action pane, click the Pick and pack tab, and then click Delivery slip.
This button is available only if a delivery Código Fiscal de Operações e Prestações (CFOP) code is assigned to each CFOP code that is specified for every sales order line of the sales order.
In the Posting delivery slip form, select the Posting and Print delivery slip check boxes to post and print delivery slips.
In the lower pane, click the Setup tab, and then click Fiscal reference to open the Fiscal reference form.
To reference a fiscal document that is not available in Microsoft Dynamics AX:
In the Document model field, select the document model for the fiscal document.
In the Access key field, enter the access key for the electronic fiscal document (NF-e).
This field is available only if you select a document model in the Document model field, and the Is for NF-e (federal) check box is selected for the document model in the Document model form.
In the Number and Series fields, enter the number and series of the fiscal document.
These fields are available only if you select a document model in the Document model field, and the Is for NF-e (federal) check box is not selected for the document model in the Document model form.
In the Date field, enter the document date of the fiscal document.
In the Direction field, select one of the following options to indicate whether the fiscal document is related to incoming or outgoing products or services:
In the Issuer field, select an option to indicate whether the fiscal document was issued by the Fiscal establishment or by a Third party.
In the Account type field, select Customer, Vendor, or Fiscal establishment as the account type.
In the Account field, select the customer account, vendor account, or fiscal establishment that generated the fiscal document.
To select an existing fiscal document that is issued or received by the same fiscal establishment that issues or receives the fiscal document that is about to be posted:
Click Fiscal document to open the Choose fiscal reference based fiscal documents form.
On the Customer tab, select the customer fiscal document to reference.
Click the Vendor tab, and then select the vendor fiscal document to reference.
Click the Fiscal establishment tab, and then select the transfer fiscal document to reference.
Close the form.
In the Text ID field, select the fiscal document source text for the referenced fiscal document.
Close the form.
In the Posting delivery slip form, click OK to post the delivery slips.