...

Table of Contents

...

Overview

There could be instances where the default saved searches that are being used used by the JPK file structures as sources of information for the JPK_V7 file structure may not be fully aligneddo not fully meet company-specific requirements. For example, there could be certain fields that you may want to use certain fields instead of the default source field or maybe you want to include other transaction types that are not originally supported. Custom saved searches may be created In these scenarios, the Poland Localization SuiteApp is flexible enough to allow customized saved searches. These searches can be tailored to your business use case and assigned to the Poland Localization Settings as a source of information.

Modifying the Saved Searches

Changing the Referenced Saved Search.

General Saved Search Guidelines

• It is always a best practice to create a copy of the default saved searches provided in the SuiteApp and then save it as a separate search. Afterward, an administrator can make the necessary changes to the search depending on the business's needs.

• In the Poland Localization Settings record for the subsidiary, different saved searches may be assigned as the JPK reports data source.

• The user can change the fields used in the saved search columns to align with their business process (e.g., change the source of the customer tax number being reported from the native NetSuite VAT registration number field to a custom field developed for their business process).

• The saved search column labels and summary labels are used as the basis for correctly generating the JPK reports. Do NOT change these when making copies of the saved searches.

Applying User-Defined Saved Searches

JPK_V7 File Structure

To select a different saved search source for JPK_V7:

1. Go to Setup > Staria Poland Localization > Poland Localization Settings. Alternatively, you may

...

1. type the keywords Page: New Poland Localization Settings on global search.

2. Click View next to the applicable record.

3. Go to JPK_V7 subtab.

4. Under the Position Mapping field group, select the saved search for each

...

1. tax position.

   Image Modified

2. Under the Record Mapping field group:

   Image Modified

   1. Select the saved search from the list for:

      1. Sales

      2. Purchases

3. Click the Save button

...

For questions or concerns, please contact support@staria.com.

...

1. .

...

Send an email to support@staria.com for questions or concerns regarding this topic.