Process documentationNota Fiscal Integration into Inventory Management

 

This process describes how the system generates a nota fiscal automatically when you record a nota-fiscal-relevant goods movement in Inventory Management (MM-IM).

Since taxes are levied in Brazil on the movement of goods, each goods movement must be accompanied by a nota fiscal. The integrated nota fiscal functions in Inventory Management generate notas fiscais for relevant goods movements for which no nota fiscal was generated within Logistics Invoice Verification (MM-IV-LIV) or Billing (SD-BIL). For example, you need a nota fiscal when you transfer stock, even if the transfer does not involve a purchase order or sales order.

Prerequisites

You need to configure the following information in Customizing for MM, under Start of the navigation path Inventory Management and Physical Inventory Next navigation step Nota Fiscal End of the navigation path:

  • Maintain Nota Fiscal Category Derivation

    In this activity, you define which goods movements are relevant to nota fiscal generation. To do so, you specify X (Relevant) in the NF rel. field, and the NF type. In addition, you need to maintain the NF item type, whether SubTrib is to be included in CFOP determination, the NF partner type, and the partner function.

  • Maintain Tax Posting String

    In this activity, you maintain – for the tax procedure you use, for posting strings that call for tax calculation – the conditions under which taxes are posted in Inventory Management.

You need to configure the following information in Customizing for Cross-Application Components, under Start of the navigation path General Application Functions Next navigation step Nota fiscal Next navigation step Materials Management Next navigation step Inventory Management End of the navigation path:

Note Note

To access the following Customizing activities for inventory adjustment, you must activate the business function ERP, Tax Declaration Framework – Brazil (LOG_TMF_INT_1).

End of the note.

  • Determine Movement Types for Inventory Adjustment

    In this activity, you specify which movement types are used to post an inventory adjustment.

  • Determine Tax Code for Inventory Adjustment

    In this activity, you specify the tax codes used for calculating taxes for positive and negative movement types for inventory adjustments.

  • BAdI: Brazil Inventory Adjustment

    This Business Add-In (BAdI) is used in Materials Management (MM) for the creation of a nota fiscal. You can implement this BAdI as an alternative to the activity Determine Tax Code for Inventory Adjustment.

If your company handles scenarios with mixed nota fiscal (NF) types, configure the following information in Customizing for Cross-Application Components, under Start of the navigation path General Application Functions Next navigation step Nota fiscal Next navigation step Materials Management Next navigation step Inventory Management End of the navigation path:

  • Define NF Type Redetermination for Goods Movements

  • Define NF Type Determination for Vendors

For more information, see Customizing NF Type Determination for Mixed Scenarios.

Process

  1. You enter a goods movement.

  2. The system creates a material document.

  3. For each material document, the system automatically generates a nota fiscal.

    You can access the nota fiscal directly from the goods movement screen by choosing the Nota fiscal pushbutton; from the subsequent screen, you are able to make changes to the nota fiscal.