Table of Contents
Poland Localization Settings
To configure the correction invoices feature:
Navigate to Setup > Staria Poland Localization > Poland Localization Settings.
Alternatively, you may type the following keyword on the global search: Poland Localization Settings.
Click the Edit link next to the related subsidiary.
Go to the Sales Invoicing tab.
Under the Correction Invoices field group:
Correction Invoice Snapshot Folder ID — enter the Internal ID of the folder where the snapshots will be saved.
Correction Invoice Snapshot JSON Fields — enter the fields to be included in the invoice information snapshot.
Correction Invoice PDF Template — select the template to be used.
Click the Save button.
Default Localization Setting Values
Field | Default Values | |
|---|---|---|
| 1 | Correction Invoice Snapshot Fields | { |
| 2 | Correction Invoice PDF Template | Staria Poland Correction Invoice PDF/HTML Template |
Configure Custom Forms
Transaction Column fields
The following fields are required to be shown in the form:
Transaction | Field Name | Field ID | |
|---|---|---|---|
| 1 | Credit Memo | [STA] PL UU_ID | custcol_sta_pl_uu_id |
| 2 | Invoice | [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 | |
|---|---|---|---|---|---|
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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.
Use the following variables to access the fields:
Variables | Description | Example | |
|---|---|---|---|
| 1 | previousInvoice | Previous invoice or credit memo fields | To get the native transaction date of the previous invoice: previousInvoice.trandate |
| 2 | correctionInvoice | Current invoice or credit memo fields | To get the native transaction date of the current invoice: correctionInvoice.trandate |
| 3 | customer | Customer record of the current invoice | To get the company name from the customer record: customer.companyname |
| 4 | subsidiary | Subsidiary record of the current invoice | To get the legal name from the subsidiary record: subsidiary.legalname |
| 5 | 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: {
"itemFields": ["item", "description", "quantity", "units", "rate", "amount", "taxrate1", "tax1amt", "grossamt"]
}
| <#list snapshot.beforeCorrection.lineItems as item> {
"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
}
}
}
|
Send an email to support@staria.com for questions or concerns regarding this topic.