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Overview

There could be instances where the default saved searches used by the JPK file structures as sources of information may not fully meet company-specific requirements. For example, there could be certain fields that you want to use instead of the default source field or maybe you want to include other transaction types that are not originally supported.

Customized saved searches may be created and assigned to the Poland Localization Settings as a source of information.

General Saved Search Guidelines

  • The administrator can make a copy of the default saved searches that come with the SuiteApp. The saved search that generates the JK reports can be replaced by editing the Poland Localization Settings record for the subsidiary.

  • The user can change the fields used in the saved search columns to align with the user’s business process. (e.g.: change the source of the customer tax number being reported from the native NetSuite VAT registration number field to a custom field developed for the user’s business process).

  • The saved search column labels are used as the basis to generate the JPK reports correctly. Do not change the column labels when making copies of the saved searches.

  • JPK FA, JPK MAG reports do not support dynamic date filtering. The transaction date is the only supported criteria for the date filter.

Applying User-Defined Saved Searches

JPK_V7 File Structure

To select a different saved search source for JPK_V7:

  1. Go to Setup > Staria Poland Localization > Poland Localization Settings. Alternatively, you may global search page: Poland Localization Settings.

  2. Click View next to the applicable record.

  3. Go to JPK_V7 subtab.

  4. Under the Position Mapping field group, select the saved search for each of the tax positions.

  5. Under the Record Mapping field group:

    1. Select the saved search from the list for:

      1. Sales

      2. Purchases

  6. Click the Save button.

For questions or concerns, please contact support@staria.com.

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