Table of Contents

Prerequisites

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.

4. When the request for installation is successful, the button should change to “Installing…”

5. You can also check the installation status at Customization > SuiteCloud Development > Installed.

6. 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

Configure Custom Forms

Transaction Body fields

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

Transaction Column fields

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

Configure Custom Roles

The table below shows the minimum level of permissions required to run this feature:

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.

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

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 As or Save As & Run.

After configuring the saved search with the new criteria, you must update the Suitelet with the newly created search.

To update the Suitelet:

1. Enter the following keywords on the global search: [STA] PL SL Correction Invoice Create and click on the first result. This should open the script deployments page filtered by the typed script.

   1. If the first result is not the script deployment’s page, type the keywords again and select the alternative option.

2. Click Edit beside the script deployment.

3. Click the Parameters tab.

4. Under the Records for Correction Search field, select the newly created search.

5. Click Save.

6. You can now use your newly created saved search for correction invoices.

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:

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

{
  
  "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.