Define Item Catalog and Categories

You can configure the fiscal classifications as item catalogs and associate the item categories to each item.

You can associate these item categories:

• NCM: Mercosal common classification
• EX-TIPI: IPI tax list exception codes
• Origin of goods: Item origin classification for ICMS tax
• CEST: Tributary substitution specifier code
• CNAE:National Classification Of Economic Activities
  Note: All item catalogs and item categories associated with items of the fiscal document are extracted into the fiscal document extract file to be sent to the tax authority. From the Fiscal Document extract file, the partner gets the fiscal classification code and item catalog name.

You can define NCM and EX-TIPI as product fiscal classifications. During transaction entry, after an inventory item is indicated in the transaction line, the product fiscal classification defaults from the item category associated to the item.

Create an Item Catalog and Item Categories for NCM And EX- TIPI

Follow these steps:

1. From the Product Information Management work area, navigate to the Manage Catalogs task.
2. On the Manage Catalogs page, click Create.
3. On the Create Catalog page, for the Catalog Name field, enter the name of the catalog for NCM and EX-TIPI.
4. In the Catalog Code field, enter the catalog code.
5. In the Description field, enter the catalog description.
6. In the Controlled At field, select the Master Level or Organization Level values.
7. Enter the start date.
8. Click Save and Continue.
9. On the Edit Catalog page, click Edit in Spreadsheet. This launches the CategoryImport spreadsheet.
10. Connect to the application.
11. On the Catalog Category workbook, click Insert Rows For Create.
12. Add the NCM codes as item categories under this item catalog. Enter the necessary categories for your business, including the EX-TIPI codes as part of the NCM codes.
13. Click Upload.

Create and Associate a Product Fiscal Classification Type Group With an Item Catalog

Follow these steps:

1. From the Setup and Maintenance work area, navigate to the Manage Product-Based Fiscal Classifications task.
2. On the Manage Product-Based Fiscal Classifications page, search for Product Fiscal Classification Type.
3. Click Create.
4. On the Inventory Category Set field, select the item catalog created previously.
5. On the Product Fiscal Classification Type region, for the Fiscal Classification Type Group field, enter the name of the fiscal classification type group.
6. In the Type Code field, enter the code of the NCM structure.
7. In the Type Name field, enter the name of the NCM structure.
8. In the Start Position field, enter 1.
9. In the Number of Characters field, enter the number of characters of the NCM structure.
10. Enter the start date.
11. Click Save and Close.
    Note: You can optionally create multiple levels for the product fiscal classification type group, according to the structure of NCM and EX-TIPI. This may be necessary if you want to define tax rules based on specific segments of the NCM structure.

Define the Default Product Fiscal Classification for a Transaction Line

Follow these steps:

1. From the Setup and Maintenance work area, navigate to the Manage Country Default Controls task.
2. Search for Brazil.
3. Click Edit.
4. In the Primary Inventory Category Set field, select the item catalog created in previous steps. This is the default product fiscal classification for a transaction line.
5. Click Save and Close.

Associate Each Inventory Item With the Corresponding Item Category

Follow these steps:

1. From the Product Information Management work area, navigate to the Manage Items task.
2. Search for the item.
3. Click on the item to edit.
4. In the Categories tab, click Add Row.
5. In the Catalog field, select the item catalog created in previous steps.
6. In the Category field, select the corresponding NCM and EX-TIPI fiscal classification code. This item category defaults to the transaction line product fiscal classification.