Printing Sales Documents
Polish Localization enables you to print sales documents according to Polish statutory requirements. Printouts of sales documents contain all the required elements.
The application enables you to prepare printouts for the following sales documents:
- unposted sales invoices (pro forma invoices),
- posted sales invoices,
- posted sales credit memos,
- posted service sales invoices,
- posted service sales credit memos,
Setting up Sales Document Printout
To assign reports that have been developed under Polish Localization as default reports for printing selected types of sales documents:
- Choose the icon, enter Sales Invoices, and then select a related link.
- On the Reports Selection - Sales page that opens, select the appropriate document type from the drop-down list in the Usage field, and then enter the number in the Report ID field, as shown in the table below.
Usage | Report ID | |
---|---|---|
Invoice | 52063095 | |
Credit Memo | 52063096 | |
Pro forma invoice | 52063137 |
Setting up Service Sales Document Printout
To assign reports that have been developed under Polish Localization as default reports for printing selected types of service sales documents:
- Choose the icon, enter Report Selection - Service, and then select a related link.
- On the Reports Selection - Service page that opens, select the appropriate document type from the drop-down list in the Usagefield, and then enter the number in the Report ID field, as shown in the table below.
Usage | Report ID |
---|---|
Invoice | 52063097 |
Credit Memo | 52063098 |
VAT Rate Setup on Sales Document Printouts
According to the VAT Act the invoice should contain inter alia the VAT rate. To include the VAT rate on invoice and credit memo printouts including pro forma invoice, sales invoice, sales credit memo, service sales invoice and service sales credit memo, define VAT identifiers that correspond to specific VAT rates. The example below shows the VAT identifier setup for 23% VAT rate applied for domestic sales.
To specify a balancing account subcategory:
Choose the icon, enter VAT Posting Setup, and then select a related link.
On the VAT Posting Setup page, select the line with a combination of values in the Bus. VAT Posting Setup and Prod. VAT Posting Group fields which refers to the domestic transactions with %23 rate and then select Edit.
On the VAT Posting Setup Card on the General FastTab, enter 23% in the VAT Identifier field. This identifier will be shown on sales document printouts in the VAT Rate column for domestic sales for which this VAT rate is applied.
Perform the same steps for each VAT rate that is used in business transactions and should be included on sales document printouts.