Sales and Billing 

Purpose

The sales and billing procedure in Poland differs slightly from the standard, to take into account the creation of tax invoices (and correction tax invoices), which the law requires you to prepare. The system automatically creates:

·        Tax invoices for all invoices involving VAT (value-added tax)

·        Correction tax invoices for any credit memos or debit memos that you create

In order for the system to create the correction tax invoices correctly, follow the procedure described below.

Prerequisites

You have customized the pricing procedure (which contains information required by the tax invoice) and the output (which generates the tax invoices and correction tax invoices).

If you want to use the VAT Register, you have set up the Automatic Transfer of Billing Date to Accounting Documents function.

Process Flow

...

      1.      The sales clerk creates a sales order, following the standard procedure.

The system calculates the prices using the pricing procedure RVAAPL.

       2.      The shipping clerk creates a delivery, again, following the standard procedure.

       3.      The billing clerk creates an invoice from the delivery, following the standard procedure, and prints out a tax invoice.

The tax invoice shows all the information required.

       4.      If the customer discovers something wrong with the goods:

                            a.      The billing clerk creates a credit memo request (in the standard system, document type CR) with reference to the original invoice, following the standard procedure.

                            b.      The shipping clerk creates a delivery.

                            c.      The billing clerk creates a credit memo (G2), following the standard procedure , and prints out a correction tax invoice.

       5.      If you discover that the invoice is for too little, the billing clerk:

                            a.      Creates a debit memo request (DR) with reference to the original invoice, following the standard procedure

                            b.      Creates a debit memo (L2), following the standard procedure, and prints out a correction tax invoice.

       6.      If you discover that there is something else wrong with the invoice, the billing clerk:

                            a.      Creates an invoice correction request (RK) with reference to the original invoice, following the standard procedure

                            b.      Creates a credit memo (CR), following the standard procedure, and prints out a correction tax invoice