Creating Outbound E-Document Templates for Brazil

Note:

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

To generate and certify electronic invoices for Brazil, you need to create e-document template records.

In Brazil, because each tax authority can define specific requirements for certifying e-documents, e-document templates vary according to:

• E-document category

• Tax authority

• Certification operation

The Brazil Certification Tax Authorities SuiteApp provides predefined e-document template files to meet the requirements from several Brazilian tax authorities. You can use the predefined e-document template files to create your e-document template records.

For more information, see Finding Predefined E-Document Template Files for Brazil.

To create an e-document template for Brazil:

1. Go to Setup > E-Documents > E-Document Templates > New.

2. In the Name field, enter a name for the template.

3. In the E-Document Package field, select the e-document package with which you want to associate with the template.

4. In the Digital Signature Plug-in Implementation field, select E-Document Digital Signature Plug-in.

5. In the Custom Data Source Plug-in Implementation field, select Brazil E-Document Data Source Plug-in.

6. In the Transaction Type field, select the types of transaction with which you want to use the template.

   In Brazil, the transaction types depend on the e-document's category and certification operation:

   E-Document Category	Certification Operation	Transaction Type
   Electronic invoice for goods	Send	Bill Credit, Cash Sale, Inbound Delivery, Invoice, Import Bill, Goods Return, Outbound Delivery
   	Cancel	E-Document Cancellation, Delivery Journal
   	Check status	—
   	Update	Correction Letter
   	Void Number	Inbound Delivery, Invoice, Import Bill, Goods Return, Outbound Delivery
   Electronic invoice for services	Send	Invoice
   	Cancel	E-Document Cancellation
   GNRE tax collection form	Send	Bill Credit, Cash Sale, Goods Return, Import Bill, Invoice, Inbound Delivery, Outbound Delivery
   	Check Status	—

7. In the Subsidiary field, select the subsidiaries that generate and certify e-documents for Brazil with the template.

8. Under Template Content, in the Content Type field, select XML.

9. In the Template for Outbound E-Documents field, enter the XML content of the outbound e-document template.

   If available, you can paste in this field the content of the predefined e-document template file from the Brazil Certification Tax Authorities SuiteApp.

10. Click Save.

For more information about e-document templates, see Creating E-Document Templates.

Related Topics

• Setup for Electronic Invoicing for Brazil
• Creating the E-Document Sending Method for Brazil
• Creating Additional Information Presets
• Creating Estimated Taxes for Brazil
• Setting Up Transaction Natures for Brazil
• Associating the Brazil Certification Monitoring Plug-in with Tax Authorities
• Service Codes for Manaus (AM)

General Notices