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The sales order is an essential tool for a company's invoicing, as it registers business operations of products and services. Then, a sale is confirmed and the relationship with the customer is formalized.

Complying with the Peruvian Law, the system guarantees that the billing of a sales order includes the calculation demanded by tax authorities.

Procedures

CASE 1: TIO 501 - To invoice a sales order calculating IGV, without calculating ISC

1. Access Product Register and register product to be invoiced.

2. Access Customer Register and fill out the customer's information, notice field Type of Customer, in this stage.

3. Access routine Maintenance of Sales Order. Press [F12] to establish the routine's parameters.

4. The parameter screen is displayed.

5. Configure them according to field help instructions. help instructions.

6. At the end of completion, click Confirm.

7. Click Add in browser.

8. In the inclusion screen, enter the sales order with product items and customer, previously registered.

9. Enter type of TIO, the product amount to be invoiced, enter unit product value, the freight (FOB), the insurance value and the expense value:

Inform Default TIO 501;
Inform amount. Ex:1;
Inform unit value. Ex.: R$ 200.00;
Enter freight (FOB). Ex.: R$ 10.00;
Enter insurance. Ex.: R$ 5.00;
Enter expenses. Ex.: R$ 20.00;

10. Confirm the inclusion and them bill the order.

Example Result:

Invoice generated with IGV calculated at 19% rate (calculation base = 235.00 and tax = 44.65), summing only this tax to the total of document and trade note (279.65). The IPM value must also be generated in the respective saving fields (calculation base = 235.00 and tax = 4.70).

Important:

For the system to consider value as Exempt, even with calculation of IGV and without calculation of ISC, you must register a TIO in molds of TIO 501, but indicating option 2-Exonerated, in field Calculate IGV. In this case, enter only the unit value and amount.

The result is the invoice generated without the IGV calculated, storing the calculation base of R$200.00 in field Exempt Values, without saving the IPM value.

For the system to consider value as not affected, even with calculation of IGV and without calculation of ISC, you must register a TIO in molds of TIO 501, but indicating option 2-Exonerated, in field Calculate IGV. In this case, enter only the unit value and amount.

The result is the invoice generated without the IGV calculated, storing the calculation base of R$200.00 in field Exempt Values, without saving the IPM value.

CASE 2: TIO 503 - To invoice a sales order calculating IGV, without calculating ISC

1. Access Product Register and register product to be invoiced.

2. Access Customer Register and fill out the customer's information.

3. Access routine Maintenance of Sales Order. Press [F12] to establish the routine's parameters.

4. The parameter screen is displayed.

5. Configure them according to field help instructions. help instructions.

6. At the end of completion, click Confirm.

7. Click Add in browser.

8. In the inclusion screen, enter the sales order with product items and customer, previously registered.

9. Enter type of TIO, the product amount to be invoiced, enter unit product value, the freight (FOB), the insurance value and the expense value:

Enter code TIO 503;
Inform amount. Ex:1;
Inform unit value. Ex.: R$ 200.00;
Enter freight (FOB). Ex.: R$ 10.00;
Enter insurance. Ex.: R$ 5.00;
Enter expenses. Ex.: R$ 20.00;

10. Confirm the inclusion and them bill the order.

Example Result:

Invoice generated with ISC calculated (calculation base = 235.00 and tax = 11.75 -> calculated by standard rate registered in SFB), IGV calculated with 19% rate (calculation base = 246.75 and tax = 46.88), adding tax to the document and trade note total (293.63). The IPM value must also be generated in the respective saving fields (calculation base = 246.75 and tax = 4.94).

CASE 3: TIO - 001 - Tax Invoice Entry with calculation of IGV, without calculation of ISC

1. Access Product Register and register product to be invoiced.

2. Access Customer Register and fill out the customer's information.

3. Access routine Maintenance of Sales Order. Press [F12] to establish the routine's parameters.

4. The parameter screen is displayed.

5. Configure them according to field help instructions. help instructions.

6. At the end of completion, click Confirm.

7. Click Add in browser.

8. In the inclusion screen, enter the sales order with product items and customer, previously registered.

9. Enter type of TIO, the product amount to be invoiced, enter unit product value, the freight (FOB), the insurance value and the expense value:

Enter code TIO 001;

Inform amount. Ex:1;
Inform unit value. Ex.: R$ 200.00;
Enter freight (FOB). Ex.: R$ 10.00;
Enter insurance. Ex.: R$ 5.00;
Enter expenses. Ex.: R$ 20.00;

10. Confirm the inclusion and them bill the order.

Example Result:

Invoice generated with IGV calculated at 19% rate (calculation base = 235.00 and tax = 44.65), summing only this tax to the total of document and trade note (279.65). The IPM value must also be generated in the respective saving fields (calculation base = 235.00 and tax = 4.70).

Important:

For the system to consider value as exonerated, even with the IGV calculation and without the ISC calculation, you must register TIO in molds of TIO 001, but indicating option 2-Exonerated, in field Calculate IGV. In this case, enter only the unit value and amount.

The result is the inflow tax invoice generated without the calculated IGV, storing the calculation base of R$200.00 in field Exempt Values, without saving IPM value.

For the system to consider value as not affected, even with the IGV calculation and without the ISC calculation, you must register TIO in molds of TIO 001, but indicating option 3-Not Affected, in field Calculate IGV. In this case, enter only the unit value and amount.

The result is the inflow tax invoice generated without the calculated IGV, storing the calculation base of R$200.00 in field Exempt Values, without saving IPM value.

CASE 4: TIO - 003 - Tax Invoice Inflow Entry calculating IGV, with ISC calculation

1. Access Product Register and register product to be invoiced.

2. Access Customer Register and fill out the customer's information.

3. Access routine Maintenance of Sales Order. Press [F12] to establish the routine's parameters.

4. The parameter screen is displayed.

5. Configure them according to field help instructions. help instructions.

6. At the end of completion, click Confirm.

7. Click Add in browser.

8. In the inclusion screen, enter the sales order with product items and customer, previously registered.

9. Enter type of TIO, the product amount to be invoiced, enter unit product value, the freight (FOB), the insurance value and the expense value:

Enter code TIO 003;
Inform amount. Ex:1;
Inform unit value. Ex.: R$ 200.00;
Enter freight (FOB). Ex.: R$ 10.00;
Enter insurance. Ex.: R$ 5.00;
Enter expenses. Ex.: R$ 20.00;

10. Confirm inclusion, then enter an inbound document linked to the order registered.

Example Result:

Invoice generated with ISC calculated (calculation base = 235.00 and tax = 11.75 -> calculated by standard rate registered in SFB), IGV calculated with 19% rate (calculation base = 246.75 and tax = 46.88), adding tax to the document and trade note total (293.63). The IPM value must also be generated in the respective saving fields (calculation base = 246.75 and tax = 4.94).