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Prerequisites

Configure Poland Localization Settings

To configure the advanced invoice 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 Advanced Invoice section, fill up the following fields:

   1. Advanced Invoice Form - Select the form for to use during advanced invoice creation.

   2. Advanced Invoice Application Form - Select the form for to use during advanced invoice application creation.

   3. Advanced Invoice Correction Form - Select the form for to use during advanced invoice correction creation.

   4. Advanced Invoice Print Template - Select the template for to use during advanced invoice and advanced invoice correction printing.

   5. Auto Apply Advanced Invoice During Settlement - Mark this box to automatically apply advanced invoice applications to the settlement invoice upon invoice creation. If unmarked, users must manually apply the advanced invoice application to the settlement invoice during invoice receipt of customer payment.

   6. Default Advanced Invoice Clearing Account - Select the default clearing account for booking advanced invoices. The suggested account type is Other Current Liability.

   7. Default Deferred Revenue Account - Select the default deferred revenue account for booking advanced invoices. The Suggested account type is Other Current Liability.

   8. Sales Order Snapshot Folder ID - Enter the Internal ID of the folder where the script will store the Sales Order Snapshot when creating Advanced Invoices.

   9. Sales Order Snapshot Fields - Set the fields that the script will include in the Sales Order Snapshot. The fields should be in JSON format.

5. Click the Save button.

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{
    "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:

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Configure Custom Roles

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

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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