Adding Electronic Invoicing Information to Estimates and Sales Orders for Brazil

Note:

To access the Brazil Localization SuiteApp documentation in Brazilian Portuguese (Português do Brasil), see Brazil Localization.

The Brazil Localization SuiteApp enables you to enter information relevant for electronic invoicing in transactions that precede invoices and cash sales, such as estimates and sales orders.

By entering electronic invoicing information to estimates and sales orders, you are anticipating a few details about a potential sale that will be relevant for the electronic invoice generation and certification.

When you convert estimates and sales orders into other transactions, NetSuite carries over the electronic invoicing information you already filled. You can change this information both in the estimates or sales orders and the invoices or cash sales.

To add electronic invoicing information to an estimate or a sales order:

Create the transaction and fill the relevant information.

For more information, see:
- Preparing an Estimate
- Creating Sales Orders
In the E-Document Category field, select the type of e-document you want to associate with the transaction.

If you set a default e-document category for the transaction's subsidiary, NetSuite will automatically populate it in this field. You can change it to any other e-document category you want.
In the Transaction Nature field, select the transaction nature that applies to the transaction.

NetSuite only displays transaction natures associated with the selected e-document category. If you associated the e-document category with a transaction nature record, NetSuite automatically populates the transaction nature. You can change it to any other transaction nature. For more information, see Setting Up Transaction Natures for Brazil.
Click the Items subtab.
1. Add the items you intend to sell.
  
  For more information, see Adding Items on a Sales Transaction.
2. When adding the items, in the CFOP Code column, select the Código Fiscal de Operação e Prestação (CFOP) code that identifies the type of transaction.
  
  If you associated the selected e-document category with a transaction nature record, NetSuite automatically populates the CFOP code with the appropriate default option. You can change it to a more suitable CFOP code, according with the type of transaction you're performing. For more information, see Setting Up Transaction Natures for Brazil.
Click Save.

To add electronic invoicing information to an estimate or a sales order:

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