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Table of Contents

Prerequisites

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.

To install the Core Localization SuiteApp through the Marketplace:

  1. Click the SuiteApps Tab to open the page for SuiteApps Marketplace.

  2. Search for Staria Core Localization and click on the result to access the SuiteApp.

  3. Click the Install button to start the installation.

If the Install button is not found, please get in touch with support@staria.com to have the managed SuiteApp provisioned to your account.

  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:

  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 Correction Invoices field group:

    1. Default Correction Invoice Form - Select the transaction form to use when generating correction invoices.

    2. Default Correction Credit Memo Form - Select the transaction form to use when generating correction credit memos.

    3. Default Inventory Adjustment Form - Select the transaction form to use when generating inventory adjustments.

    4. Default Adjustment Account - Select the default adjustment account to be used when creating inventory adjustments.

    5. Correction Invoice Snapshot Folder ID — enter the Internal ID of the folder where the snapshots will be saved.

    6. Correction Invoice Snapshot JSON Fields — enter the fields to be included in the invoice information snapshot.

    7. Correction Invoice PDF Template — select the template to be used.

  5. Click the Save button.

Default Localization Setting Values

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", "custcol_sta_pl_correction_og_item"]
}

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:

Transaction

Form

Field Name

Field ID

1

Credit Memo

Staria Poland Credit Memo Form

[STA-CORE] Issue Date

custbody_sta_core_issuedate

2

Credit Memo

Staria Poland Credit Memo Form

[STA-PL] Original Invoice

custbody_sta_pl_correction_orig_inv

3

Credit Memo

Staria Poland Credit Memo Form

[STA-PL] Previous Invoice

custbody_sta_pl_correction_prev_inv

4

Credit Memo

Staria Poland Credit Memo Form

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

5

Invoice

Staria Poland Invoice Form

[STA-CORE] Issue Date

custbody_sta_core_issuedate

6

Invoice

Staria Poland Invoice Form

[STA-PL] Original Invoice

custbody_sta_pl_correction_orig_inv

7

Invoice

Staria Poland Invoice Form

[STA-PL] Previous Invoice

custbody_sta_pl_correction_prev_inv

8

Invoice

Staria Poland Invoice Form

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

Transaction Column fields

The following fields are required to be shown in the form:

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.

Please ensure that the account associated with the non-inventory item for swapping corresponds to your desired G/L posting. Not selecting the proper account may cause discrepancies in your report balances.

To configure an item record:

  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

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

The new Correction Suitelet allows users to select any approved invoice or credit memo. To facilitate this filtering functionality, a saved search was created so that only approved and uncorrected invoices and credit memos are shown on the suitelet. The saved search named [STA] PL Records For Correction *** Do Not Modify Columns *** was created for this purpose. Its initial criteria included the approval status, the transaction type, as well as the correction flag. To filter further and improve performance of the suitelet, it is recommended that the subsidiary filter is added.

To edit the saved search:

  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.

Use the following variables to access the fields:

Variables

Description

Example

1

originalInvoice

Original Invoice fields

To get the following data:

  • Tax 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:

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

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

{
  
  "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.

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