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Poland Localization Settings

To set up the Poland Localization Settings for vendor whitelisting:

  1. Global search: “Poland Localization Settings”

  2. Click Edit next to the subsidiary.

  3. Go to the Vendor Whitelisting tab.

  4. Vendor Search for Whitelisting. Select the search in the Vendor Search for Whitelisting. Default: [STA] PL Loc Vendor Whitelist Search. This field should contain the vendor type saved search for the whitelisting process.

  5. Vendor Whitelisting PDF Folder ID. Enter the internal ID of the folder in the file cabinet where you want to save the PDF Files.

  6. Overwrite Vendor Data. If checked, data retrieved from the Polish government will overwrite the data on the vendor record. If unchecked, only the Whitelist Status, Date Verified, Electronic Key, and PDF will be overwritten.

  7. Hold Payment When the Bank Account is Invalid. Enable this preference if you want to automatically check the Payment Hold checkbox in the Transaction if the Bank Account entered is invalid.

  8. Split Payment When the Bank Account is Invalid. Enable this preference if you want to automatically check the Split Payment checkbox in the Transaction if the Bank Account entered is invalid.

  9. Click the Save button.

Note

Important: The following fields will be overwritten with data from the official VAT database if the OVERWRITE VENDOR DATA preference is checked:

  • PL REGON

  • PL Whitelist Name

  • PL Residence Address

  • PL Working Address

  • PL Representatives

  • PL Authorized Clerks

  • PL Partners

  • PL Date of VAT Registration

  • PL Basis of Registration Denial

  • PL Date of VAT Re-registration

  • PL Date of VAT Registration Removal

  • PL Has Virtual Accounts

  • PL Pesel

  • PL KRS

Vendor Entry Forms

The Poland Localization tab should be displayed in the vendor entry form including the following fields:

  1. [STA] PL REGON

  2. [STA] PL BANK ACCOUNT NUMBER

  3. [STA] PL WHITELIST STATUS

  4. [STA] PL WL DATE VERIFIED

  5. [STA] PL ELECTRONIC KEY

  6. [STA] WHITELIST REPORT PDF

  7. [STA] PL ERROR MESSAGE

  8. [STA] PL WHITELIST NAME

  9. [STA] PL RESIDENCE ADDRESS

  10. [STA] PL WORKING ADDRESS

  11. [STA] PL REPRESENTATIVES

  12. [STA] PL AUTHORIZED CLERKS

  13. [STA] PL PARTNERS

  14. [STA] PL DATE OF VAT REGISTRATION

  15. [STA] PL BASIS OF REGISTRATION DENIAL

  16. [STA] PL DATE OF VAT REGISTRATION DENIAL

  17. [STA] PL BASIS OF VAT RE-REGISTRATION

  18. [STA] PL DATE OF VAT RE-REGISTRATION

  19. [STA] PL BASIS OF VAT REGISTRATION REMOVAL

  20. [STA] PL DATE OF VAT REGISTRATION REMOVAL

  21. [STA] PL HAS VIRTUAL ACCOUNTS

  22. [STA] PL PESEL

  23. [STA] PL KRS

Transaction Entry Form

The following fields must be displayed in the vendor bill transaction form:

  • [STA] PL SPLIT PAYMENT APPLIED (id: custbody_sta_pl_apply_split_payment)

  • [STA] PL BANK ACCOUNT NUMBER (id: custbody_sta_pl_ban)

Script Deployment

To deploy the scripts deployed in the vendor record:

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