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Iris Alipio

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Table of Contents
minLevel1
maxLevel6
outlinefalse
styledefault
typelist
printabletrue

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Configure Poland Localization Settings

To configure the advanced invoice feature:

...

Field

Default Values

1

Advanced Invoice Form

Staria Poland Advanced Invoice

2

Advanced Invoice Application Form

Staria Poland Advanced Invoice Application

3

Advanced Invoice Correction Form

Staria Poland Advanced Invoice Correction

4

Advanced Invoice Print Template

Staria Poland Advanced Invoice PDF/HTML Template

5

Auto Apply Advanced Invoice During Settlement

Checked

6

Sales Order Snapshot Fields

Code Block
{
    "bodyFields": ["trandate", "duedate", "tranid", "total", "shipaddress"],
    "lineFields": {
        "item": ["line", "item", "quantity", "units", "rate", "amount", "taxrate1", "tax1amt", "grossamt", "description", "custcol_sta_pl_uu_id"]
    },
    "lookupFields": [
        {
            "type": "subsidiary",
            "id": "subsidiary",
            "columns": ["legalname", "shippingAddress.address", "taxidnum"]
        },
        {
            "type": "customer",
            "id": "entity",
            "columns": ["companyname", "firstname", "lastname", "vatregnumber"]
        }
    ]
}

Configure Custom Forms

Transaction Column fields

...

Transaction

Field Name

Field ID

1

Sales Order

[STA-PL] UU_ID

custcol_sta_pl_uu_id

2

Journal Entry

[STA-PL] UU_ID

custcol_sta_pl_uu_id

3

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

Sales Representative

1

Transactions

Customer Payment

Full

Full

Full

2

Transactions

Find Transaction

View

View

View

View

3

Transactions

Invoice

Full

Full

Full

4

Transactions

Journal Approval

Full

Full

Full

5

Transactions

Make Journal Entry

Full

Full

Full

6

Transactions

Sales Order

Full

Full

Full

Full

7

Transactions

Sales Order Approval

Edit

Edit

Edit

Edit

8

Lists

Customers

Edit

Edit

Edit

Edit

9

Lists

Perform Search

View

View

View

View

10

Lists

Tax Records

View

View

View

11

Setup

Custom Record Types

Full

Full

Full

Full

12

Setup

SuiteScript

Full

View

View

View

13

Setup

SuiteScript Scheduling

Full

Full

Full

Full

14

Custom Record

Poland Localization Settings

Full

View

View

View

Configure Advanced PDF Templates

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

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Variable

Description

Example

1

prepaymentInvoice

Contains the data of the Advanced Invoice (Journal Entry) record.

All fields and sublists available under Record are accessible as well as custom fields that are visible on the form.

Code Block
languagehtml
Document Number: ${prepaymentInvoice.tranid}
Code Block
languagehtml
<#list prepaymentInvoice.line as line>
	Account: ${line.account} <br/>
</#list>
2

subsidiary

Contains the data of the Subsidiary record that is set on the Advanced Invoice.

All fields and sublists available under Subsidiary are accessible as well as custom fields that are visible on the form.

Code Block
languagehtml
Address: ${subsidiary.mainaddress_text}
3

customer

Contains the data of the Customer record that is set on the Advanced Invoice.

All Customer fields and sublists are accessible as well as custom fields that are visible on the form.

Code Block
languagehtml
Company Name: ${customer.companyname}
4

currency

Contains the data of the Currency record that is set on the Advanced Invoice.

All Currency fields are accessible as well as custom fields that are visible on the form.

Code Block
languagehtml
Currency: ${currency.displaysymbol}
5

userPreferences

Contains data from User Preferences (Home > Set Preferences). Only the following fields are currently supported:

  • DATEFORMAT

  • LONGDATEFORMAT

  • TIMEFORMAT

  • NUMBERFORMAT

  • NEGATIVE_NUMBER_FORMAT

Code Block
languagehtml
Date Format: ${userPreferences.DATEFORMAT}
6

soSnapshot

Contains data from the Sales Order Snapshot JSON file (custbody_sta_pl_prepay_so_snapshot) that is set on the Advanced Invoice.

The following sequences refer to the items on the Sales Order:

  • item

  • itemBeforeCorrection

  • itemCorrection

  • itemAfterCorrection

The following sequences refer to the lines on the Advanced Invoice:

  • beforeCorrection

  • correction

  • afterCorrection

Code Block
languagehtml
Sales Order Total: ${soSnapshot.total}
Code Block
languagehtml
Shipping Address: ${soSnapshot.shipaddress}
Code Block
languagehtml
<#list soSnapshot.item as item>
	Item Name: ${item.item} <br />
	Description: ${item.description} <br />
</#list>
Code Block
languagehtml
<#list soSnapshot.correction.lines as correctionLine>
	Correction Amount: ${correctionLine.amount}
</#list>

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