Shipping Transactions with External Fiscal Document Generation for Brazil

Create Shipping transactions in Brazil without a fiscal document. Enable the configuration option to allow creation of a Shipping transaction without generating a fiscal document. Some Brazilian companies work with third-party solutions to address specific business processes such as exports or e-commerce. Such third-party solutions are able to create the required fiscal documents and they do not require generating fiscal documents using Shipping.

Use a document fiscal classification configured in the Manage Fiscal Document Generation Control page to define if a shipping transaction requires a fiscal document.

NOTE: All shipment lines in a shipment must be marked as either requiring a fiscal document or not requiring a fiscal document. If the shipment lines in a shipment contain a mix of fiscal documents required and not required, you can neither confirm the shipment nor request a fiscal document

Manage Shipment Lines page

The Document Fiscal Classification field is also available at sales order line as a tax determinant. This information will be copied to the corresponding shipment line if provided.

Create Order page

Business benefits include:

• Provides granular control of shipment transactions.
• Control which shipment transactions are processed using Fiscal Document Generation for the applicable business unit.

Steps to Enable

CREATE A DOCUMENT FISCAL CLASSIFICATION

1. Navigate to the Manage Transaction-Based Fiscal Classifications page.
2. Search for document fiscal classification codes.
3. Click Create Level 1 Node.
4. Enter the code, name, and start date for the fiscal classification code.
5. Click Save and Close.
6. Select the level 1 node that you just created and click Create Child Node.
7. Enter the code, name, and start date for child fiscal classification code.
8. Click Save and Close.

Manage Transaction-Based Fiscal Classification page

DISABLE THE FISCAL DOCUMENT GENERATION FOR SPECIFIC TRANSACTIONS

1. Navigate to the Manage Fiscal Document Generation Controls page.
2. Click Create.
3. Select the event class as Sales Order Shipment, Internal Material Transfer, or Return to Supplier.
4. In the Associated Business Units region, select the business unit and the document fiscal classification.
5. Deselect the Require fiscal document checkbox.
6. Click Save and Close.

Manage Fiscal Document Generation Controls page

NOTE: If you create a fiscal document generation control to disable the fiscal document requirement for sales order shipment, you must also create a fiscal document generation control to disable it for Receivables invoice using the same document fiscal classification in both records.

Tips And Considerations

Your current configuration isn’t changed by this feature. In other words, your current setup definition in Manage Fiscal Document Generation Controls continues with the Require fiscal document option enabled, unless you create a new configuration.

This feature is not applicable to consumption advices.

Key Resources

• Shipping Transactions with External Fiscal Document Generation for Brazil