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Prerequisites

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 Body fields

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

Transaction

Form

Field Name

Field ID

1

Sales Order

Staria Poland Sales Order Form

[STA-CORE] Issue Date

custbody_sta_core_issuedate

2

Sales Order

Staria Poland Sales Order Form

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

3

Journal Entry

Staria Poland Journal Entry Form

[STA-CORE] Issue Date

custbody_sta_core_issuedate

4

Journal Entry

Staria Poland Advanced Invoice

[STA-CORE] Issue Date

custbody_sta_core_issuedate

5

Journal Entry

Staria Poland Advanced Invoice Application

[STA-CORE] Issue Date

custbody_sta_core_issuedate

6

Journal Entry

Staria Poland Advanced Invoice Correction

[STA-CORE] Issue Date

custbody_sta_core_issuedate

7

Journal Entry

Staria Poland Advanced Payment

[STA-CORE] Issue Date

custbody_sta_core_issuedate

8

Journal Entry

Staria Poland Journal Entry Form

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

9

Journal Entry

Staria Poland Advanced Invoice

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

10

Journal Entry

Staria Poland Advanced Invoice Application

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

11

Journal Entry

Staria Poland Advanced Invoice Correction

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

12

Journal Entry

Staria Poland Advanced Payment

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

13

Invoice

Staria Poland Invoice Form

[STA-CORE] Issue Date

custbody_sta_core_issuedate

14

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

Sales Order

Staria Poland Sales Order Form

[STA-PL] UU_ID

custcol_sta_pl_uu_id

2

Journal Entry

Staria Poland Journal Entry Form

[STA-PL] UU_ID

custcol_sta_pl_uu_id

3

Journal Entry

Staria Poland Advanced Invoice

[STA-PL] UU_ID

custcol_sta_pl_uu_id

4

Journal Entry

Staria Poland Advanced Invoice Application

[STA-PL] UU_ID

custcol_sta_pl_uu_id

5

Journal Entry

Staria Poland Advanced Invoice Correction

[STA-PL] UU_ID

custcol_sta_pl_uu_id

6

Journal Entry

Staria Poland Advanced Payment

[STA-PL] UU_ID

custcol_sta_pl_uu_id

7

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

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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