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Prerequisites

Note

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:

  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.

  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. Default Correction Invoice Form - Select the transaction form to use when generating correction invoices.

    2. Default Correction Credit Memo Form - Select the transaction form to use when generating correction credit memos.

    3. Default Inventory Adjustment Form - Select the transaction form to use when generating inventory adjustments.

    4. Default Adjustment Account - Select the default adjustment account to be used when creating inventory adjustments.

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

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

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

  5. Click the Save button.

Default Localization Setting Values

Field

Default Values

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

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

25

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:

Transaction

Form

Field Name

Field ID

1

Credit Memo

Staria Poland Credit Memo Form

[STA-CORE] Issue Date

custbody_sta_core_issuedate

2

Credit Memo

Staria Poland Credit Memo Form

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

3

Invoice

Staria Poland Invoice Form

[STA-CORE] Issue Date

custbody_sta_core_issuedate

4

Invoice

Staria Poland Invoice Form

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

Transaction Column fields

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

Transaction

Form

Field Name

Field ID

1

Credit Memo

Staria Poland Advanced Payment

[STA-PL]

PL

UU_ID

custcol_sta_pl_uu_id

2

Invoice

Staria Poland Invoice Form

[STA-PL]

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

Configure Item Records

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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