1. Using Financials for the Americas
  2. Create a Fiscal Document

Create a Fiscal Document

You can create a service fiscal document in Payables.

Follow these steps:
  1. From the Payables Invoices work area, navigate to the Create Invoice task.
  2. On the Create Invoice page, in the Invoice Header region, enter the header information.
  3. In the Lines region, for each invoice line, select the product type as Service. Enter the other line information as for a standard Payables invoice.
  4. Click Save.
  5. On the Invoice Actions menu, select Associate Fiscal Attributes.
  6. On the Associate Fiscal Attributes page, for the Legal Reporting Unit field, select the legal reporting unit that captures the fiscal document.
  7. In the Payment Option field, select the payment option of this transaction.
  8. In the Withheld Amount for Social Integration Program field, enter the total withheld amount of Contribution for the Social Integration Program (PIS).
  9. In the Withheld Amount for Social Security Financing field, enter the total withheld amount of Contribution for the Social Security Financing (COFINS).
  10. On the Additional Legal Information tab, click Create to add a new legal message text.
  11. In the Legal Message Code field, enter the internal code of the legal message.
  12. In the Legal Message Text field, enter the text of the legal message.
  13. On the Additional Taxpayer Information tab, click Create to add a new taxpayer information text.
  14. In the Sequence field, enter the logical sequence of the text related to the additional taxpayer information.
  15. In the Information of Taxpayer Interest field, enter the text related to the additional taxpayer information.
  16. On the Referenced Legal Processes tab, click Add Row to add a new referenced legal process.
  17. In the Proceeding Origin field, select the origin of the legal proceeding or concession act.
  18. In the Proceeding Identifier field, enter the identifier of the legal proceeding or concession act.
  19. Click Save and Close. The fiscal attributes are saved.
  20. On the Invoice Actions menu, select Validate.
  21. Click Save and Close. The invoice is saved and the Invoice page closes.
    For more information on creating invoices in Payables, see the Oracle Financials Cloud Using Payables Invoice to pay guide at http://docs.oracle.com.