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Table of Contents
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Prerequisites
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This feature requires that the latest version of the Staria Core Localization SuiteApp is installed before configuring the feature. |
Configure Poland Localization Settings
To configure the correction invoices feature:
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Field | Default Values | |
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| 1 | Default Correction Invoice Form | Staria Poland Invoice Form |
| 2 | Default Correction Credit Memo Form | Staria Poland Credit Memo |
| 3 | Default Inventory Adjustment Form | Staria Poland Inventory Adjustment |
| 4 | Correction Invoice Snapshot Fields | { |
| 5 | Correction Invoice PDF Template | Staria Poland Correction Invoice PDF/HTML Template |
Configure Custom Forms
Transaction Body fields
The following fields are required to be shown in the form:
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Transaction | Form | Field Name | Field ID | |
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| 1 | Credit Memo | Staria Poland Advanced Payment | [STA-PL] UU_ID | custcol_sta_pl_uu_id |
| 2 | Invoice | Staria Poland Invoice Form | [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 | |
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Configure Item Records
An additional configuration must be made if your business deals with inventory-related items. This feature swaps the inventory item used in the transaction with a non-inventory item
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Please make sure that the account associated to the non-inventory item to be used for swapping corresponds to your desired G/L posting. Not selecting the proper account may cause discrepancies in your report balances. |
Advanced PDF Templates
The default PDF template is provided for users and covers all basic 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.
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