Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Version History

« Previous Version 13 Next »

Prerequisites

This feature requires that the latest version of the Staria Core Localization SuiteApp is installed before configuring the feature.

Configure Poland Localization Settings

To configure the advanced invoice 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 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.

Note: Enabling the Auto Apply Advanced Invoice During Settlement may increase page load times while saving the settlement invoice. Due to this, we suggest maintaining a maximum of five (5) advanced invoices for an order with approximately one hundred (100) lines. If your business use cases exceed these limits, we suggest limiting either the number of advanced invoices associated with one sales order or the number of lines in a sales order. If both are not feasible, it’s best to apply the advanced invoice during customer payment creation manually.

Default Localization Setting Values

Field

Default Values

1

Advanced Invoice Form

Staria Poland Advanced Invoice

2

Advanced Invoice Application Form

Staria Poland Advanced Invoice Application

3

Advanced Invoice Correction Form

Staria Poland Advanced Invoice Correction

4

Advanced Invoice Print Template

Staria Poland Advanced Invoice PDF/HTML Template

5

Auto Apply Advanced Invoice During Settlement

Checked

6

Sales Order Snapshot Fields

{
    "bodyFields": ["trandate", "duedate", "tranid", "total", "shipaddress"],
    "lineFields": {
        "item": ["line", "item", "quantity", "units", "rate", "amount", "taxrate1", "tax1amt", "grossamt", "description", "custcol_sta_pl_uu_id"]
    },
    "lookupFields": [
        {
            "type": "subsidiary",
            "id": "subsidiary",
            "columns": ["legalname", "shippingAddress.address", "taxidnum"]
        },
        {
            "type": "customer",
            "id": "entity",
            "columns": ["companyname", "firstname", "lastname", "vatregnumber"]
        }
    ]
}

Configure Custom Forms

Transaction Body fields

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

Transaction

Form

Field Name

Field ID

1

Sales Order

Staria Poland Sales Order Form

[STA-CORE] Issue Date

custbody_sta_core_issuedate

2

Sales Order

Staria Poland Sales Order Form

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

3

Journal Entry

Staria Poland Journal Entry Form

[STA-CORE] Issue Date

custbody_sta_core_issuedate

4

Journal Entry

Staria Poland Advanced Invoice

[STA-CORE] Issue Date

custbody_sta_core_issuedate

5

Journal Entry

Staria Poland Advanced Invoice Application

[STA-CORE] Issue Date

custbody_sta_core_issuedate

6

Journal Entry

Staria Poland Advanced Invoice Correction

[STA-CORE] Issue Date

custbody_sta_core_issuedate

7

Journal Entry

Staria Poland Advanced Payment

[STA-CORE] Issue Date

custbody_sta_core_issuedate

8

Journal Entry

Staria Poland Journal Entry Form

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

9

Journal Entry

Staria Poland Advanced Invoice

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

10

Journal Entry

Staria Poland Advanced Invoice Application

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

11

Journal Entry

Staria Poland Advanced Invoice Correction

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

12

Journal Entry

Staria Poland Advanced Payment

[STA-CORE] Tax Point Date

custbody_sta_tax_point_date

13

Invoice

Staria Poland Invoice Form

[STA-CORE] Issue Date

custbody_sta_core_issuedate

14

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

Sales Order

Staria Poland Sales Order Form

[STA-PL] UU_ID

custcol_sta_pl_uu_id

2

Journal Entry

Staria Poland Journal Entry Form

[STA-PL] UU_ID

custcol_sta_pl_uu_id

3

Journal Entry

Staria Poland Advanced Invoice

[STA-PL] UU_ID

custcol_sta_pl_uu_id

4

Journal Entry

Staria Poland Advanced Invoice Application

[STA-PL] UU_ID

custcol_sta_pl_uu_id

5

Journal Entry

Staria Poland Advanced Invoice Correction

[STA-PL] UU_ID

custcol_sta_pl_uu_id

6

Journal Entry

Staria Poland Advanced Payment

[STA-PL] UU_ID

custcol_sta_pl_uu_id

7

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

Sales Representative

1

Transactions

Customer Payment

Full

Full

Full

2

Transactions

Find Transaction

View

View

View

View

3

Transactions

Invoice

Full

Full

Full

4

Transactions

Journal Approval

Full

Full

Full

5

Transactions

Make Journal Entry

Full

Full

Full

6

Transactions

Sales Order

Full

Full

Full

Full

7

Transactions

Sales Order Approval

Edit

Edit

Edit

Edit

8

Lists

Customers

Edit

Edit

Edit

Edit

9

Lists

Perform Search

View

View

View

View

10

Lists

Tax Records

View

View

View

11

Setup

Custom Record Types

Full

Full

Full

Full

12

Setup

SuiteScript

Full

View

View

View

13

Setup

SuiteScript Scheduling

Full

Full

Full

Full

14

Custom Record

Poland Localization Settings

Full

View

View

View

Configure Advanced PDF Templates

The default PDF template is provided for users and covers all basic information required to report on advanced invoices. However, for businesses that require more than what is readily available, users can customize their own template and use it to print an advanced invoice. The default Advanced PDF Template is named Staria Poland Advanced Invoice PDF/HTML Template (id: CUSTTMPL_STA_PL_PREPAYMENTINVOICE) and can be used as the base of your own customized template.

Use the following variables to access the fields:

Variable

Description

Example

1

prepaymentInvoice

Contains the data of the Advanced Invoice (Journal Entry) record.

All fields and sublists available under Record are accessible as well as custom fields that are visible on the form.

Document Number: ${prepaymentInvoice.tranid}
<#list prepaymentInvoice.line as line>
	Account: ${line.account} <br/>
</#list>
2

subsidiary

Contains the data of the Subsidiary record that is set on the Advanced Invoice.

All fields and sublists available under Subsidiary are accessible as well as custom fields that are visible on the form.

Address: ${subsidiary.mainaddress_text}
3

customer

Contains the data of the Customer record that is set on the Advanced Invoice.

All Customer fields and sublists are accessible as well as custom fields that are visible on the form.

Company Name: ${customer.companyname}
4

currency

Contains the data of the Currency record that is set on the Advanced Invoice.

All Currency fields are accessible as well as custom fields that are visible on the form.

Currency: ${currency.displaysymbol}
5

userPreferences

Contains data from User Preferences (Home > Set Preferences). Only the following fields are currently supported:

  • DATEFORMAT

  • LONGDATEFORMAT

  • TIMEFORMAT

  • NUMBERFORMAT

  • NEGATIVE_NUMBER_FORMAT

Date Format: ${userPreferences.DATEFORMAT}
6

soSnapshot

Contains data from the Sales Order Snapshot JSON file (custbody_sta_pl_prepay_so_snapshot) that is set on the Advanced Invoice.

The following sequences refer to the items on the Sales Order:

  • item

  • itemBeforeCorrection

  • itemCorrection

  • itemAfterCorrection

The following sequences refer to the lines on the Advanced Invoice:

  • beforeCorrection

  • correction

  • afterCorrection

Sales Order Total: ${soSnapshot.total}
Shipping Address: ${soSnapshot.shipaddress}
<#list soSnapshot.item as item>
	Item Name: ${item.item} <br />
	Description: ${item.description} <br />
</#list>
<#list soSnapshot.correction.lines as correctionLine>
	Correction Amount: ${correctionLine.amount}
</#list>

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

  • No labels

©2024 Staria. All rights reserved. No part of this publication may be reproduced, distributed, or transmitted in any form or by any means, including photocopying, recording, or other electronic or mechanical methods, without the prior written permission of the publisher.