(MEX) Create and post a sales order and a project sales order as electronic invoices
Important
This content is archived and is not being updated. For the latest documentation, see Microsoft Dynamics 365 product documentation. For the latest release plans, see Dynamics 365 and Microsoft Power Platform release plans.
Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012
Use the Sales order form to create and post a sales order as an electronic invoice. You can create and post multiple sales orders as electronic invoices and send the .pdf and .xml files as email attachments to customers.
You can also create and post a sales order for an imported item or a leasing service. In the Create product form, the Product type field must be Item for the imported item and Service for the leasing service. Specify all customs information, such as the customs document number, date of import, and customs authority name, when you create the sales order for an imported item. The customs information is provided by the Mexican customs authority when an item is imported. When you create the sales order for a leasing service, specify the property registration number provided by the Mexican government.
Note
You can assign a project to the sales order, and then post the sales order as an electronic invoice.
Click Sales and marketing > Common > Sales orders > All sales orders.
-or-
Click Project management and accounting > Common > Projects > All projects. Double-click a project, and then in the Projects form, click Manage > Item task > Sales order to create a project sales order.
Click Sales order to create a new sales order.
Note
You can also assign a project to the sales order in the Project ID field on the General FastTab in the Create sales order form.
Click Header view, and then click the Setup FastTab.
In the Sales tax group field, select the sales tax group assigned to the sales tax code for the electronic invoice.
Click Line view, and then click the Line details FastTab.
Click the Setup tab, and then in the Item sales tax group field, select the item sales tax group assigned to the sales tax code for the electronic invoice.
Click the Product tab, and then in the Custom number field, enter the number of the customs document that was generated when the item was imported.
In the Custom date field, select the date when the item was imported.
In the Custom name field, enter the name of the customs authority in the country/region that the item was imported from. If you enter values in the Custom number, Custom date, and Custom name fields, you cannot enter a value in the Property number field.
In the Property number field, enter the registration number provided by the Mexican government for the leased property. If you enter a value in the Property number field, you cannot enter values in the Custom number, Custom date, and Custom name fields.
Click Invoice > Invoice.
In the Posting invoice form, select the Print invoice check box to print the sales order invoice after the invoice is posted.
Select the Send e-mail check box to send the .pdf and .xml files as email attachments to the customer.
Click OK to post the sales order as an electronic invoice. The .pdf and .xml files of the electronic invoice are sent as email attachments to the customer. A copy of the .xml file of the electronic invoice is archived.
Note
Click Batch to post the sales order as an electronic invoice by using a batch process.
Close the forms.