Update Fiscal Documents for Internal Material Transfers Shipment Transactions

You must update and confirm internal material transfers (IMT) shipment transactions before managing fiscal documents.

1. From the Inventory Management work area, navigate to the Manage Shipments page.
2. Search for the IMT shipment.
3. On the Edit Shipment page, review the shipment information.
4. In the Shipping Method field, select a shipping method that is associated with the carrier.
   Note: If the shipment has freight, the carrier information is required for the fiscal document.
5. In the Shipment Lines region, enter the appropriate tax determinants for each shipment line. The taxation country defaults to Brazil.
6. In the Transaction Business Category field, select the CFOP (Operations Fiscal Code). This information is required for fiscal documents.
7. In the Intended Use field, select the vehicle use. This attribute is specific to the vehicle industry.
8. The product fiscal classification defaults from the item configuration. Select a NCM and EX-TIPI numeric code or use the default value from the item configuration.
   Note: This information is required for goods fiscal documents. As the taxation country is Brazil, the Product Fiscal Classification list displays only the product fiscal classification values associated with the primary inventory category set defined in Manage Country Default Controls for Brazil.
9. In the Product Type field, select Goods. This attribute is required for the fiscal document generation.
10. Click Save.
11. When the transaction is ready, click Request Fiscal Document on the Actions menu.

    This action triggers these validations:

    • Shipment confirmation validations
    • Primary validation that checks the fiscal document for the required information: Product Type, Transaction Business Category (CFOP) and Product Fiscal Classification
12. If the transaction passes both validations, the fiscal document status changes to Transaction Entered, and you can no longer update the transaction.
    Note: You can update the transaction at a later stage if a validation error is detected internally by the Generate Fiscal Document Number process, or externally by the tax authority. The fiscal document's status changes to Validation Error or Errors respectively.
13. From the Inventory Management work area, navigate to the Manage Fiscal Document Status task.
14. Select the transaction.
15. Click Update Fiscal Attributes.
    Note: When you update the fiscal attributes, the legal reporting unit associated with the ship-from inventory organization is automatically assigned. The fiscal document determinant type defaults to Internal Material Transfers.
16. Enter additional fiscal attributes if necessary and click Submit.
17. You may continue with the next steps of fiscal document flow to:
    1. Generate the fiscal document number and fiscal document key.
    2. Extract and send the internal material transfer fiscal document to the partner.
    3. Process the tax authority return information.
    4. Confirm the IMT shipment upon tax authority approval.
       1. From the Inventory Management work area, navigate to the Manage Shipments page.
       2. Search for the IMT shipment.
       3. In the Search region, the fiscal document status is displayed along with the other shipment information.
       4. If the fiscal document’s status is Approved, click Ship Confirm to confirm the shipment.