Table of Contents

Poland Localization Settings

To set up the Poland Localization Settings for vendor whitelisting:

1. Global search: “Poland Localization Settings”

2. Click Edit next to the subsidiary.

   

3. Go to the Vendor Whitelisting tab.

4. Vendor Search for Whitelisting. Select the search in the Vendor Search for Whitelisting. Default: [STA] PL Loc Vendor Whitelist Search. This field should contain the vendor type saved search for the whitelisting process.

5. Vendor Whitelisting PDF Folder ID. Enter the internal ID of the folder in the file cabinet where you want to save the PDF Files.

6. Overwrite Vendor Data. If checked, data retrieved from the Polish government will overwrite the data on the vendor record. If unchecked, only the Whitelist Status, Date Verified, Electronic Key, and PDF will be overwritten.

7. Hold Payment When the Bank Account is Invalid. Enable this preference if you want to automatically check the Payment Hold checkbox in the Transaction if the Bank Account entered is invalid.

8. Split Payment When the Bank Account is Invalid. Enable this preference if you want to automatically check the Split Payment checkbox in the Transaction if the Bank Account entered is invalid.

9. Click the Save button.

Vendor Entry Forms

The Poland Localization tab should be displayed in the vendor entry form including the following fields:

1. [STA] PL REGON

2. [STA] PL BANK ACCOUNT NUMBER

3. [STA] PL WHITELIST STATUS

4. [STA] PL WL DATE VERIFIED

5. [STA] PL ELECTRONIC KEY

6. [STA] WHITELIST REPORT PDF

7. [STA] PL ERROR MESSAGE

8. [STA] PL WHITELIST NAME

9. [STA] PL RESIDENCE ADDRESS

10. [STA] PL WORKING ADDRESS

11. [STA] PL REPRESENTATIVES

12. [STA] PL AUTHORIZED CLERKS

13. [STA] PL PARTNERS

14. [STA] PL DATE OF VAT REGISTRATION

15. [STA] PL BASIS OF REGISTRATION DENIAL

16. [STA] PL DATE OF VAT REGISTRATION DENIAL

17. [STA] PL BASIS OF VAT RE-REGISTRATION

18. [STA] PL DATE OF VAT RE-REGISTRATION

19. [STA] PL BASIS OF VAT REGISTRATION REMOVAL

20. [STA] PL DATE OF VAT REGISTRATION REMOVAL

21. [STA] PL HAS VIRTUAL ACCOUNTS

22. [STA] PL PESEL

23. [STA] PL KRS

Transaction Entry Form

The following fields must be displayed in the vendor bill transaction form:

• [STA] PL SPLIT PAYMENT APPLIED (id: custbody_sta_pl_apply_split_payment)

• [STA] PL BANK ACCOUNT NUMBER (id: custbody_sta_pl_ban)

Script Deployment

To deploy the scripts deployed in the vendor record:

1. Go to Customization > Scripting > Scripts.

2. Search for [STA] CS PL Vendor Whitelisting (id: customscript_cs_pl_vendorwhitelisting)

3. Click the Edit link next to the script

4. Go to the Deployment subtab

5. Set the following:

   1. Applies To = Vendor

   2. Deployed = Check

   3. Status = Released

6. Click the Save button.

To deploy the map/reduce script:

1. Go to Customization > Scripting > Scripts.

2. Search [STA] MR PL Vendor Whitelisting (customscript_mr_sta_pl_vendorwhitelist)

3. Click the Edit link next to the script

4. Navigate to the Deployment subtab and view the deployment record.

5. Edit the deployment record:

   1. Status: Scheduled

   2. Define the desired schedule:

      1. Daily event

      2. Start Date / Start Time

      3. Repeat

      4. End By

      5. No End Date

6. Click the Save button.

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