Update a Sales Order Shipment Transaction

You can request for, update, and validate a fiscal document for a sales order shipment transaction.

Follow these steps:

1. From the Inventory Management work area, navigate to the Manage Shipments page.
2. Search for the Sales Order shipment.
3. On the Edit Shipment page, review the shipment information.
4. Select a shipping method associated with the carrier as the Shipping Method. This information is mandatory for fiscal documents.
5. In the Shipment Lines region, enter the appropriate tax determinants for each shipment line. The taxation country defaults to Brazil.
6. Select the CFOP (Operations Fiscal Code) as the Transaction Business Category. This information is required for fiscal documents.
7. Select vehicle use as the Intended Use value. This attribute is specific to the vehicle industry and is only required in this case.
8. The product fiscal classification defaults from the item configuration. Select NCM and EX-TIPI numeric code or use the default value from the item configuration.

   This information is required for goods fiscal documents. Since 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. Select Goods as the Product Type. This attribute is required for 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.
    • The primary validation to check the fiscal document for the required information such as Product Type, Transaction Business Category (CFOP), Product Fiscal Classification, and so on.

    If the transaction passes both validations, taxes are calculated based on the tax determinants and configuration. The fiscal document status changes to Transaction Entered, and you can no longer update the transaction.

    You can update the transaction later if a validation error is detected internally by the Generate Fiscal Document Number process or externally by the tax authority. In such cases, the fiscal document’s status changes to Validation Error or Errors, respectively.

12. From the Inventory Management work area, navigate to the Manage Fiscal Document Status task.
13. Select the transaction.
14. Click Update Fiscal Attributes.

    These changes occur 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 Goods shipment
15. On the Freight Information tab in the Freight Type field, select one option compatible with the Shipping Method. If no Shipping Method is provided in the Shipment you need to select No freight, otherwise you must select any other option.
16. Enter additional fiscal attributes if necessary.
17. Click Submit.
18. 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 sale shipment fiscal document to the partner.
    3. Process the tax authority return information.
    4. Finally, confirm the Sales Order shipment upon tax authority approval.

    For more information on the next steps of the fiscal document flow, see the Quick Reference for Oracle Cloud ERP Documentation for Brazil on My Oracle Support.