Define Fiscal Document Generation Controls and Defaults

You can define the fiscal document generation controls and the defaults for each business unit, application, and event class that generates a fiscal document.

This configuration also enables the Fiscal Document Generation task in the Billing work area. Follow these steps:

1. Navigate to Manage Fiscal Document Generation Controls for Brazil task.
2. Search for Fiscal Document Control.
3. In the Search Results section, click Create.
4. On the Create Fiscal Document Generation Controls page, for Event Class field, select the event class for which you want to define the controls and the defaults. This table lists the event class and the corresponding fiscal document type:

   Event Class and Fiscal Document Types

   Application	Event Class	Fiscal Document Type
   Inventory Management	Returns to supplier shipment	Return to supplier fiscal documents
   Inventory Management	Transfer order shipment	Internal material transfer fiscal documents
   Receivables	Debit memo	Complementary fiscal documents based on debit memo transactions
   Receivables	Invoice	Regular fiscal documents based on invoice transactions

5. In the Associated Business Units section, for the Business Unit field, select the business unit for which you want to define the controls and defaults for the fiscal document generation. Only the business units that were enabled for fiscal document processing are available for selection.
6. You can optionally isolate the controls and defaults by transaction-based fiscal classifications. In the Document Fiscal Classification field, select the fiscal classification that identifies the transaction.
7. Enter the start date of the record.
8. Click Enabled.
9. To complete the invoice before the fiscal document is approved by the tax authority, select the Allow Completion Before Fiscal Document Generation check box in the Control Information section.
   Note: You can complete the invoice manually regardless of the fiscal document’s status. However, if this check box is not selected, the invoice cannot be completed before the corresponding fiscal document is approved. Once the tax authority approves it, the invoice is automatically completed.
10. In the Product Type field, select the product type and configure the default values for goods, services, or mixed fiscal documents.
11. In the Fiscal Attributes Defaults section, for the Goods Series field, select the series default value. During transaction entry, this value defaults on the Fiscal Attributes page for goods and mixed fiscal documents.
    Note: Only the series defined for a business unit, application, event class, and document fiscal classification is available for selection on the Fiscal Attributes page.
12. In the Services Series field, select the series default value. This value defaults on the Fiscal Attributes page for service and mixed fiscal documents.
    Note: Only the series defined for a business unit, application, event class, and document fiscal classification is available for selection on the Fiscal Attributes page.
13. In the Attribute Template field, select the fiscal attribute template. During transaction entry, the default values defined for the template are automatically populated on the Fiscal Attributes page.
14. In the Contingency Type field, select the contingency type default value. This value defaults on the Enter Contingency Information page, when a contingency fiscal document is requested by clicking Generate Contingency Fiscal Document on the Manage Fiscal Document Generation page.
15. In the Contingency Series field, select the contingency series default value. This value defaults on the Enter Contingency Information page, when a contingency fiscal document is requested by clicking Generate Contingency Fiscal Document on the Manage Fiscal Document Generation page.
16. In the Contingency Reason field, enter the contingency reason default value. This value defaults on the Enter Contingency Information page, when a contingency fiscal document is requested by clicking Generate Contingency Fiscal Document on the Manage Fiscal Document Generation page.
17. Click Save and Close.
    Note: Tip: You can use document fiscal classifications to assign different fiscal document series as default values for different types of transactions.
18. If you use a different series for inbound and outbound goods fiscal documents, create one document fiscal classification for inbound transactions and another for outbound transactions. Follow these steps:
    1. On the Fiscal Document Generation Controls page, create a record for the first document fiscal classification and assign the inbound goods series as the default value.
    2. Create another record for the second document fiscal classification and assign the outbound goods series as the default value.
    3. During transaction entry, on the Create Transaction page, click the Miscellaneous tab.
    4. Enter the specific document fiscal classification. This makes the corresponding goods series default to the Fiscal Attributes page.
    For more information on transaction-based fiscal classifications, see the Oracle Financials Cloud Implementing Tax guide at docs.oracle.com.