Marta Sławnikowska

Clean up purchase update history daletes entries in VendInvoiceInfoTable

There is a problem with function Clean up purchase update history: Go to Accounts payable > Purchase orders > All purchase orders>Click Clean up purchase update history.

When we run this function on a PO and that PO has invoices, all entries that are related to those invoices are canceled in the VendInvoiceInfoTable. All this invoices are posted.

VAT group is a group of the organizations connected base on economics, financial and management. VAT group is regulated by European Union law.

This group uses one VAT identification number for tax payment (one taxpayer).

When our Vendor/Customer belongs to VAT Group we should use 2 tax identification numbers, name, address for registration transactions in the system. Vendor invoices and Customer invoices should be supported by this solution.

1.     For tax transactions, JPK, payment and invoices (print) – we should use VAT identification number of VAT Group,

2.     For example, for reports like balance confirmation report – individual VAT identification number. 

There is a problem with too many numbers of signs in a field: Name in a Global Adress Book.

We can introduce 160 signs in the field: Name. Next, we create a Customer (we have financial dimension - Customer which is crated automatically in this process. This financial dimension is available in a financial dimension set). When we post Customer transaction and create a trial balance for this set of dimensions, we get an error. The same problem is in a customer aging report.

There is a problem with a Vendor open transactions report and an Open transactions report.

A checkbox the Exclude future settlements was added.

According your description: 

When you generate the Vendor open transactions report, the following default parameters are available. You can use them to filter the data that will be included on the report.

• Exclude future settlement – Select this checkbox to exclude transactions that are settled after the date that is entered in the Open transactions per field.

When I use this checkbox the system shows transaction from a general journal which are open on the date of report.

When I do use this checkbox the system shows this transaction from a general journal which are open on the date of report, but only this one which are not closed.

For example we close transaction 5th July and we generate report on 1th July:

- Without checkbox we have not this transaction on the report

- With this checkbox we have this transaction on the report

There is a problem with changing a Project ID on the Purchases Order and Agreements.

When we create a PO or agreement select a project ID, the next we add a new line and then change the project ID – this operation does not change project ID on the line details.

According to Polish low – The Personal Income Tax Act and The Corporate Income Tax Act user should have an oportunity can modify depreciation profile during the fix assets’ life.

When I try to change depreciation profile: Go to Fixed assets > Fixed assets > Fixed assets > Books > Depreciation profile field (change a value), the system displays the error: Cannot edit depreciation profile if Depreciation, Depreciation adjustment, Special depreciation allowance, Extraordinary depreciation journals or transactions exist.