Table of Contents

Migration Strategy

We're excited to announce the arrival of the new Correction Invoice feature within your NetSuite system! This update streamlines the process of issuing corrections to previously issued invoices, saving you valuable time and effort.

This migration strategy aims to help you and your team get the most out of the new Correction Invoice functionality and have the ability to migrate your current records to ensure compatibility with the new features.

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 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.

Transaction Fields Update

After updating your Poland Localization Bundle, any new 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. These fields are found in the Staria Poland Localization tab under the Correction Invoice group.

1. Original Transaction - This field’s value must correspond to the originating transaction regarding the correction chain.

2. Previous Transaction - This field’s value must correspond to the previous transaction regarding the correction chain.

Example

Correction Chain:

To correct Correction Invoice 2:

1. Open Correction Invoice 2 in EDIT Mode

2. Navigate to Staria Poland Localization subtab.

3. Under the Correction Invoice section, update the following fields:

   1. Update the Original Transaction field to Invoice

   2. Update the Previous Transaction field to Correction Credit Memo 1

4. Click Save.

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.