Table of Contents

Migration Strategy

We're excited to unveil the new Advanced Invoice feature, designed to supercharge your advanced invoice creation and correction processes! This strategy outlines a plan to ensure your team seamlessly adopts and maximizes the capabilities of Advanced Invoices.

Poland Localization Settings

Ensure that your Poland localization settings are up to date:

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 to use during advanced invoice creation.

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

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

   4. Advanced Invoice Print Template - Select the template 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 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.

Transaction Fields Update

After updating your Poland Localization Bundle, any new advanced invoices are immediately compatible with the new process, provided that the Poland localization settings are properly set. For any existing or historical transactions, a few fields must be updated before the new process can be used to correct them.

1. Custom Form - This field’s value should be the same as the Advanced Invoice Form selected in the localization settings. By default, this should be Staria Poland Advanced Invoice.

2. Type - This field’s value must be Advanced Invoice.

Advanced PDF Compatibility

Updating the Poland Localization Bundle will update its components, including the default advanced PDF template. Any existing or historical transaction with a generated snapshot is INCOMPATIBLE with the new advanced PDF Template. Old transactions must be processed through the new process to reprint the corrected PDF.

To ensure compatibility with the old template, create a backup of your current Advanced PDF template before updating the Poland Localization Bundle.