Setting or correcting JPK procedural markings on A/P transactions

When you create a manual A/P voucher or make corrections or exceptions to an existing voucher before posting, you can change the procedural marking selections.
  1. Generate an A/P transaction, either automatically through the purchasing system or through creating a manual voucher. Note that the Vendor Invoice field is required when the Poland Country pack is installed and activated.
  2. Go to the VAT Procedural Markings area on the A/P Vouchers and Adjustments form to view the available procedural markings.
    Only the procedural markings where Ref Type is set to Tax Code or Vendor on the VAT Procedural Markings form are shown here. This area is only accessible if the Poland Country Pack is enabled on the Optional Modules form.
  3. View the procedural markings for this transaction.
    By default, these procedural markings are selected:
    • Markings that were set on the Vendors form for the vendor on the voucher
    • Markings that were set on the Tax Codes form for the tax code assigned to the item on the voucher

    For a manual voucher, you can select different procedural markings here. For adjustments, you cannot change the markings on this form.

  4. Complete and post the invoice.
  5. If necessary, you can correct procedural markings on a posted voucher transaction. On the A/P Posted Transactions Detail form, select the transaction and then select the VAT Procedural Markings area to view and correct the available procedural markings.
    Only the procedural markings where Ref Type is set to Tax Code or Vendor on the VAT Procedural Markings form are shown here. This area is only accessible if the Poland Country Pack is enabled on the Optional Modules form.

    Because the corrections are only relevant for tax submissions, the original voucher is not affected.