# Configure the document types, series and numbering

> Define which fiscal document each company issues, create the NF-e, NFC-e and NFS-e series. Step by step in Odoo 16 with the Brazilian localization, by KMEE.

Fonte: https://docs.kmee.com.br/en/odoo/localizacoes/brasil/implantacao/series-e-numeracao/

Define which fiscal document each company issues, create the NF-e, NFC-e and NFS-e series, choose the issuing environment and follow the number each fiscal document receives.

## Before you start

Use a user with the Fiscal Manager profile. Have the series and the last number used in each document model, and the environment in which the company will issue, homologation for tests or production.

## Step by step

### 1. Check the document types

Open **Fiscal > Configuration > Others > Fiscal Document**. Each record is an official document model: 55 for the NF-e, 65 for the NFC-e, 57 for the CT-e, 58 for the MDF-e and SE for the NFS-e. The model code goes to the mod (document model) tag of the XML.

The documents marked as **Is Electronic?** go through authorization by SEFAZ or by the city hall. The others, such as the model 1 paper fiscal document, are registered and become authorized on confirmation.

### 2. Define the company default document

Open **Fiscal > Partners > Company**, choose the company and, in the **Fiscal** tab, open the **Electronic Documents** subtab. In **Default Document Type**, choose the model the company issues most, usually 55, NF-e. This is the document of the sales invoices that do not indicate another type in the operation line.

### 3. Create the series

Open **Fiscal > Configuration > Others > Fiscal Document Series** and click **New**. Fill in the series **Code**, with 1 to 3 digits, the **Name**, the **Fiscal Document** and the **Company**. Create a series for each combination of company and model, for example NF-e series 1 and NFC-e series 1 of Guatambu Móveis.

The series code goes to the serie tag of the XML and to the DANFE header, next to the number.

### 4. Choose the series of each operation

Open the operation in **Fiscal > Configuration > Operations > Operation** and, in the **Fiscal Documents** tab, indicate the document type and the series each company uses in this operation. This way the sale can come out in series 1 and the shipment in another series, if the company separates its numbering. Without this indication, the fiscal document uses the first active series of the company for the model.

### 5. Choose the environment and the version

In the company form, **Fiscal** tab, **NF-e** subtab, check the **NF-e Version**, 4.00, and the **NF-e Environment**. In **Homologation**, the fiscal document goes to the SEFAZ test environment, comes out with the tpAmb tag equal to 2 and the DANFE carries the SEM VALOR FISCAL mark. In **Production**, the fiscal document has legal validity.

The NFS-e has its own environment in the **NFS-e** subtab. Each fiscal document keeps the environment of the moment it was created.

### 6. Follow the numbering

The fiscal document number is assigned when the invoice is confirmed, by the series sequence, and goes to the nNF (document number) tag of the XML and to the DANFE header. The **Next Number** field of the series shows the number the next fiscal document will receive. Numbers already used and voided numbers are not repeated.

In the NFS-e, the confirmation numbers the RPS, and the NFS-e number comes from the city hall on authorization.

### 7. Check it in a fiscal document

Confirm a sales invoice of Guatambu Móveis. Click **Detalhes**, at the top of the invoice, and check the series and the number. Open the XML and find the mod (document model), serie, nNF (document number) and tpAmb (environment) tags. In the DANFE, the number and the series appear in the header and in the receipt stub, and in homologation the document carries the SEM VALOR FISCAL mark.

## Expected result

Each company has its default document, the series of each model and the issuing environment defined, and the fiscal documents come out with series and number in sequence.

## If something goes wrong

- The invoice asked for a default fiscal document: fill in the **Default Document Type** in the Electronic Documents subtab of the company.

- The fiscal document came out in another series: check the **Fiscal Documents** tab of the operation and the active series of the company for the model.

- The fiscal document went to the wrong environment: check the company **NF-e Environment** before creating the invoice.

## Continue the process

- [Configure the fiscal operation, its lines and the CFOP](https://docs.kmee.com.br/en/odoo/localizacoes/brasil/tributacao/operacoes-e-cfop/)
- [Prepare, send and check an NF-e](https://docs.kmee.com.br/en/odoo/localizacoes/brasil/nf-e/emitir-nf-e/)
- [Check a fiscal document](https://docs.kmee.com.br/en/odoo/localizacoes/brasil/nf-e/conferir-documento-fiscal/)
- [Prepare a company for Brazilian fiscal operations](https://docs.kmee.com.br/en/odoo/localizacoes/brasil/implantacao/)