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Table of Contents

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Prerequisites

Note

This feature requires the latest version of the Staria Core Localization SuiteApp. Please install the SuiteApp before installing or updating the latest Poland Localization Bundle.

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  1. When the request for installation is successful, the button should change to “Installing…”

  2. You can also check the installation status at Customization > SuiteCloud Development > Installed.

  3. Installation Status will show as Complete once it’s done.

Configure Poland Localization Settings

To configure the correction invoices feature:

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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"]
}

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

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

1

Lists

Items

Full

Edit

View

2

Lists

Perform Search

Full

View

View

3

Lists

Tax Records

Full

View

View

4

Transactions

Adjust Inventory

Full

View

View

5

Transactions

Credit Memo

Full

Edit

Edit

6

Transactions

Find Transaction

Full

View

View

7

Transactions

Invoice

Full

Edit

Edit

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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  1. Navigate to Lists > Accounting > Items.

  2. Click Edit beside the item you wish to configure.

  3. Under the Staria Poland Localization tab, select the non-inventory item for use under the Non-Inventory Item For Correction field.

  4. Click Save.

Configure Saved Searches

Note

Please note that this step is a MUST if you have a high volume of transactions. Otherwise, you may skip this step.

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  1. Enter the following name on the global search: [STA] PL Records For Correction *** Do Not Modify Columns ***

  2. Click Edit. You will be redirected to the Edit Saved Search page.

  3. Click Criteria.

  4. Add the Subsidiary field.

  5. Select the subsidiaries where a Poland Localization Setting was created.

  6. Click Ok.

  7. Click Add.

  8. Click Save or Save & Run.

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 template and use it to print a correction invoice. The default Advanced PDF Template is named Staria Poland Correction Invoice PDF/HTML Template (id: custom _sta_pl_correction_invoice) and can be used as the base of your customized template.

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Variables

Description

Example

1

originalInvoice

Original Invoice fields

To get the following data:

  • Tax Poing Point Date: originalInvoice.custbody_sta_tax_point_date

  • Delivery Date: originalInvoice.custbody_sta_pl_delivery_receipt_date

  • Due Date: originalInvoice.duedate

  • Payment Method: originalInvoice.custbody_sta_pl_payment_method

2

correctionInvoice

Current invoice or credit memo fields

To get the following data:

  • Transaction number/id of the current invoice: correctionInvoice.tranid

  • Transaction Date of the current Invoice: correctionInvoice.trandate

3

customer

Customer record of the current invoice

To get the following data from the Customer record:

  • Company Name: customer.companyname

  • Company NIP: customer.custentity_sta_pl_ksef_euvatnumber

4

subsidiary

Subsidiary record of the current invoice

To get the following data from the Subsidiary record:

  • Address - subsidiary.mainaddress_text

  • VAT Numner: subsidiary.federalidnumber

5

currency

Currency record of the selected currency in the invoice

To get the following data from the Currency record:

  • Symbol - currency.symbol

  • Display Symbol - currency.displaysymbol

6

snapshot

The before correction, after correction and correction table are sourced from the JSON file attached to the current invoice.

The column fields that will be part of the JSON file are defined in Poland Localization Settings > Sales Invoicing subtab > Correction Invoice JSON Fields field.

Default value:

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

<#list snapshot.beforeCorrection.lineItems as item>
${item.quantity}
</#list>

Code Block
{
  
  "beforeCorrection": {
    
    "lineItems": [{“item”,”quantity"}],
    "totals": {
      amount: '',
      amountValue: 0,
      tax1amt: '',
      tax1amtValue: 0,
      grossamt: '', 
      grossamtValue: 0
    }
  },
  "correction": {
    "lineItems": [{“item”,”quantity"}],
    "totals": {
      amount: '',
      amountValue: 0,
      tax1amt: '',
      tax1amtValue: 0,
      grossamt: '', 
      grossamtValue: 0
    }
  },
  "afterCorrection": {
    "lineItems": [{“item”,”quantity"}],
    "totals": {
      amount: '',
      amountValue: 0,
      tax1amt: '',
      tax1amtValue: 0,
      grossamt: '', 
      grossamtValue: 0
    }
  }

}

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