Correction Documents for Poland

A correction invoice is a separate value-added tax (VAT) document, which contains the changes to a transaction that is already issued to a customer. Use the Correction Documents for Poland process to generate a correction document based on the source invoice using parameter values.

Correction documents have the following structure and content:

• Transaction Header: The invoice header contains details that provide a link to the transaction being corrected. For multiple corrections, you can refer back to both the previous correction and the original document number.

• Lines: A correction document contains correction, reversal, and tax lines. Reversal lines cancel the equivalent line from the invoice being corrected. Correction lines represent the new version of the invoice line based on the parameter values.

You can create the following three types of corrections documents:

• Whole Price Adjustment: Creates a correction document that cancels the original invoice. When you cancel an invoice, the lines of the original transaction are reversed, and new lines are created with zero value.

• Discount Applicable to All Lines: Creates a correction document where the original lines are reversed. In each new line, the discount rate is applied to the net price of the original lines. The discount rate is derived from the discount percent value that is provided in the parameters.

• Reversal for Manual Corrections: Creates a correction invoice where the original lines are all reversed, and the correction lines contain the same value. You can make specific adjustments to the correction invoice lines.

The tax point date of the correction document is determined from the invoice that you are correcting.

Note: The tax point date adjustments are applicable only if the tax point basis of the transaction is Invoice.

Transaction Header tax point date: The application copies the tax point date to the adjusted tax point date on the correction document if you populate the date on the transaction you are correcting. If you don't enter the adjusted tax point date on the transaction, the application copies the invoice date of the transaction you are correcting. The following apply to tax point date adjustments:

• Line Tax Point Date:

  • Reversal Lines: If the adjusted tax point date attribute on the line being corrected is populated, then this will be copied to the adjusted tax point date attribute on the correction document reversal line.

    If the adjusted tax point date attribute on the transaction being corrected is null, then the invoice date of the transaction being corrected will be copied to the adjusted tax point date on the correction document.

  • Correction Lines: The adjusted tax point date attribute of the line being corrected is copied to the adjusted tax point date attribute on the correction document line.

  • Tax Lines: The adjusted tax point date attributes are used by the Process Tax Point Date Adjustments program to update the tax point date of the associated tax lines.