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Table of Contents

Table of Contents
minLevel1
maxLevel6
include
outlinefalse
indent
styledefault
excludeTable of Contents
typelist
class
printablefalse

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Poland Localization Settings

To configure the correction invoices feature:

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  1. Navigate to Setup > Staria Poland Localization > Poland Localization Settings.

    1. Alternatively, you may type the following keyword on the global search: Poland Localization Settings

    to see the list

    1. .

  2. Click the Edit link next to the related subsidiary.

  3. Go to the Sales Invoicing tab.

  4. Under the Correction Invoices field group:

    1. Correction Invoice Snapshot Folder ID — enter the internal Internal ID of the folder where the snapshots will be saved.

    2. Correction Invoice Snapshot JSON Fields — enter the fields to be included in the invoice information snapshot.

    3. Correction Invoice PDF Template — select the template to be used.

  5. Click the Save button.

Default Localization Setting Values

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titleExpand to see the table below for the default values on the fields indicated above:

Field

Default Values

1

Correction Invoice Snapshot Fields

{
"itemFields": ["item", "description", "quantity", "units", "rate", "amount", "taxrate1", "tax1amt", "grossamt"]
}

2

Correction Invoice PDF Template

Staria Poland Correction Invoice PDF/HTML Template

Configure Custom

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Forms

Transaction Column fields

The following fields are required to be shown in the form:

Form

Transaction

Field Name

Field ID

1

Credit Memo

[STA] PL UU_ID

custcol_sta_pl_uu_id

Invoice transaction form

...

2

Invoice

[STA] PL UU_ID

custcol_sta_pl_uu_id

Configure Custom Roles

The table below shows the minimum level of permissions required to run this feature:

Subtab

Permission

Administrator

Controller

A/R Clerk

1

2

3

4

5

6

7

8

9

10

11

12

13

14

Advanced PDF Templates

The default PDF template is provided for users and covers all basic infpormation information required to report on corrected invoices. However, for businesses that require more than what is readily available, users can customize their own template and use it to print a correction invoice. The default Advanced PDF Template is named Staria Poland Correction Invoice PDF/HTML Template (id: custtmpl _sta_pl_correction_invoice) and can be used as the base of your own customized template.

Use the following variables to access the fields:

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:

Variables

Description

Example

1

previousInvoice

Previous invoice or credit memo
fields

To get the native transaction date of the previous invoice:

previousInvoice.trandate

2

correctionInvoice

Current invoice or credit memo fields

To get the native transaction date of the current invoice:

correctionInvoice.trandate

3

customer

Customer record of the current invoice

To get the company name from the customer record:

customer.companyname

4

subsidiary

Subsidiary record of the current invoice

To get the legal name from the subsidiary record:

subsidiary.legalname

5

snapshot

The before correction, after correction and correction table are sourced from the JSON file attached to the current invoice.

The column fields that will be part of the JSON file are defined in Poland Localization Settings > Sales Invoicing subtab > Correction Invoice JSON Fields field.

Default value:

Code Block
{
  "itemFields": ["item", "description", "quantity", "units", "rate", "amount", "taxrate1", "tax1amt", "grossamt"]
}

<#list snapshot.beforeCorrection.lineItems as item>
${item.quantity}
</#list>

Code Block
{
  
  "beforeCorrection": {
    
    "lineItems": [{“item”,”quantity"}],
    "totals": {
      amount: '',
      amountValue: 0,
      tax1amt: '',
      tax1amtValue: 0,
      grossamt: '', 
      grossamtValue: 0
    }
  },
  "correction": {
    "lineItems": [{“item”,”quantity"}],
    "totals": {
      amount: '',
      amountValue: 0,
      tax1amt: '',
      tax1amtValue: 0,
      grossamt: '', 
      grossamtValue: 0
    }
  },
  "afterCorrection": {
    "lineItems": [{“item”,”quantity"}],
    "totals": {
      amount: '',
      amountValue: 0,
      tax1amt: '',
      tax1amtValue: 0,
      grossamt: '', 
      grossamtValue: 0
    }
  }

}

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Send an email to support@staria.com for questions or concerns regarding this topic.