Čia matote skirtumus tarp pasirinktos versijos ir esamo dokumento.
Both sides previous revision Previous revision Next revision | Previous revision | ||
lt:ksef [2023/11/29 13:40] lida [2.2. Errors] |
lt:ksef [2024/01/08 12:59] (esamas) jaroslav [1. Settings] |
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* **Master Settings** | * **Master Settings** | ||
* **MANDATORY** ''Master Settings→Sale settings→e-invoice sending is choosable on invoice'' - **yes** | * **MANDATORY** ''Master Settings→Sale settings→e-invoice sending is choosable on invoice'' - **yes** | ||
+ | * **MANDATORY** ''Master Settings→Common settings→Transport parameter types to printout'' append the transport parameter type **SAFT_JPK** | ||
* **MANDATORY** ''Master Settings→Common settings'' | * **MANDATORY** ''Master Settings→Common settings'' | ||
* Company legal address | * Company legal address | ||
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* access invoices | * access invoices | ||
* issue invoices | * issue invoices | ||
+ | |||
+ | |||
+ | :?: KSEF page information: To check the status of shipping a token, go to the **List of tokens** tab.\\ | ||
+ | **Attention!** The token number is displayed only once. Please save it before leaving the page. | ||
{{ :lt:token_generation.png |}} | {{ :lt:token_generation.png |}} | ||
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* CODE - ''DataWystawienia'' | * CODE - ''DataWystawienia'' | ||
* TYPE - ''SAFT_JPK'' | * TYPE - ''SAFT_JPK'' | ||
- | * In field ''PARAMETER 2'' insert value **1** if information schould be: | + | * If ''PARAMETER 2'' has value **2**, information should be: |
- | * **Date** → ''P_1'' (//Description: Data wystawienia//) | + | |
- | * **Sent** → ''P_6'' (//Description: Data dokonania lub zakończenia dostawy towarów lub wykonania usługi//) | + | |
- | * In field ''PARAMETER 2'' insert value **2** if information schould be: | + | |
* **Date** → ''P_6'' (//Description: Data dokonania lub zakończenia dostawy towarów lub wykonania usługi//) | * **Date** → ''P_6'' (//Description: Data dokonania lub zakończenia dostawy towarów lub wykonania usługi//) | ||
* **Sent** → ''P_1'' (//Description: Data wystawienia//) | * **Sent** → ''P_1'' (//Description: Data wystawienia//) | ||
- | * If ''PARAMETER'' 2 is empty = **1** (**by default**) | + | * Otherwise, if ''PARAMETER 2'' has value **1** or the value is empty or the transport parameter does not exists, information should be: |
+ | * **Date** → ''P_1'' (//Description: Data wystawienia//) | ||
+ | * **Sent** → ''P_6'' (//Description: Data dokonania lub zakończenia dostawy towarów lub wykonania usługi//) | ||
* **Finance accounts** | * **Finance accounts** | ||
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===== 2. Sending ===== | ===== 2. Sending ===== | ||
+ | :!: In KSEF there is no checking of duplicates. | ||
==== 2.1. Sending of the invoice ==== | ==== 2.1. Sending of the invoice ==== | ||
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==== 2.2. Errors ==== | ==== 2.2. Errors ==== | ||
- | While confirming of the invoice, Directo check if there is correctly filled settings. If there is something incorrect - there is no possibility to confirm the invoice with checkbox **e-sending**. You will se an error message | + | While confirming of the invoice, Directo checks if the settings are filled correctly. If there is something incorrect - there is no possibility to confirm the invoice with checkbox **e-sending**. You may confirm invoice with out the checkbox **e-sending** - it will not be send to KSEF. |
For example, in the picture we see error message.\\ | For example, in the picture we see error message.\\ | ||
The error is in field ''AdresL1''\\ | The error is in field ''AdresL1''\\ | ||
- | In wiki part **3. Sales invoices tags** you have to find ''AdresL1'' field and check the setting according description: | + | In wiki part **3. Sales invoices tags** you have to find ''AdresL1'' field and check the setting according to the description: |
^Name^Description^ | ^Name^Description^ | ||
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|Adres/AdresL1|Customer fields: **Street, City, Postal code**| | |Adres/AdresL1|Customer fields: **Street, City, Postal code**| | ||
+ | {{ :lt:ksef_errors2.png |}} | ||
+ | |||
+ | If you are using datafield for invoice No. - some errors may be seen in document after confirmation: | ||
+ | |||
+ | {{ :lt:ksef_errors3.png |}} | ||
+ | |||
+ | |||
+ | ===== 3. KSeF report ===== | ||
+ | |||
+ | |||
+ | KSef report is in ''Main meniu→Finance→REPORTS→KSeF report'' | ||
+ | |||
+ | **In report are only sales invoices documents that:** | ||
+ | * Are confirmed | ||
+ | * Are marked **e-sending** | ||
+ | |||
+ | **Filters:** | ||
+ | * **From** and **Until** - invoice date according invoice field **Date** | ||
+ | * **Number** - invoice No. (if datafield is used - datafield invoice No.) | ||
+ | * **Customer** - customer code | ||
+ | * **Has external ID?:**: | ||
+ | * **Yes** - invoices that has KSeF No. | ||
+ | * **No** - invoices that has not KSeF No. Invoices may have some errors or are in sending progress | ||
+ | |||
+ | |||
+ | **Report information:** | ||
+ | ^Invoice number^Customer^KSeF number^Verification link^acquisitionTimestamp^ | ||
+ | |Directo invoice No|Customer code|KSef number|Is the same as QR code informatio - opens GOV page **Access to invoices**→**Invoice information**\\ Example: https://ksef-test.mf.gov.pl/web/verify/1111111111-20231220-CFD9D7DC1724-5F/mlwHL9kQOqrT82nK7lVw5Xvuhxtn7KAhz7vxYiSOXY4%3D|Date and time when the KSEF No. was receive| | ||
- | The errors of sending you may see in sales invoice document that has an error. | + | [isauth @lt_user,@user] |
+ | **Internal comment** | ||
+ | Column **XML** has XML information according last confirmed invoice information. :!: It may not be the same XML as was send to GOV if there was added some changes in sales invoice after the sending to GOV. | ||
+ | [/isauth] | ||
- | ===== 3. Sales invoices tags===== | + | ===== 4. Sales invoices tags ===== |