Kasutaja tarvikud
lt:jpk_report
Skirtumai
Čia matote skirtumus tarp pasirinktos versijos ir esamo dokumento.
| Both sides previous revision Previous revision Next revision | Previous revision Next revision Both sides next revision | ||
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lt:jpk_report [2021/01/18 16:53] lida [2. Generating JPK report] |
lt:jpk_report [2021/03/09 09:43] lida [1.3. Filters] |
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| Linija 156: | Linija 156: | ||
| * **KodKrajuNadaniaTIN**: | * **KodKrajuNadaniaTIN**: | ||
| * Sales invoices field **Destination** | * Sales invoices field **Destination** | ||
| - | * If **Destination** is empty from customers card field **Country** | + | * If **Destination** is empty - from customers card field **Country** |
| - | * **NrKontrahenta** - ustomers card field **Vat reg no** (1-50 symbols) | + | * **NrKontrahenta** - customers card field **Vat reg no** (1-50 symbols) |
| - | * **NazwaKontrahenta** - Customers card field **Name** (1-256 symbols) | + | * **NazwaKontrahenta** - sales invoice customer name (1-256 symbols) |
| - | {{ :lt:jpk_customers.png |}} | + | {{ :lt:jpk_customers2.png |}} |
| * **DowodSprzedazy** - Sales invoice number | * **DowodSprzedazy** - Sales invoice number | ||
| Linija 173: | Linija 173: | ||
| * **KodKrajuNadaniaTIN**: | * **KodKrajuNadaniaTIN**: | ||
| * Purchase invoices field **Origin Country** | * Purchase invoices field **Origin Country** | ||
| - | * If **Origin Country** is empty from suppliers card field **Country** | + | * If **Origin Country** is empty - from suppliers card field **VAT ZONE** |
| - | * **NrDostawcy** - Suppliers card field **Vat reg no** (1-50 symbols) | + | * **NrDostawcy** - Suppliers card field **VAT CODE** (1-50 symbols) |
| - | * **NazwaDostawcy** - Suppliers card field **Name** (1-156 symbols) | + | * **NazwaDostawcy** - purchase invoice document vendor name (1-156 symbols) |
| - | {{ :lt:jpk_supplier.png |}} | + | {{ :lt:jpk_suppliers.png |}} |
| * **DowodZakupu** - Purchase invoices field **Vendors invoice** (1-265 symbols) | * **DowodZakupu** - Purchase invoices field **Vendors invoice** (1-265 symbols) | ||
| Linija 197: | Linija 197: | ||
| * Invoice date → DataZakupu (DataWystawienia) | * Invoice date → DataZakupu (DataWystawienia) | ||
| * VAT Date → Datawplywu (DataSprzedazy) | * VAT Date → Datawplywu (DataSprzedazy) | ||
| + | * :!: If field ''VAT Date'' is empty, information will be taken from field ''Invoice date'' | ||
| * If purchase invoice information has to be filtered by ''Received'' in field ''PARAMETER 2'' insert value **3** | * If purchase invoice information has to be filtered by ''Received'' in field ''PARAMETER 2'' insert value **3** | ||
| * Invoice date → DataZakupu (DataWystawienia) | * Invoice date → DataZakupu (DataWystawienia) | ||
| Linija 208: | Linija 209: | ||
| ===== 2. Generating JPK report ===== | ===== 2. Generating JPK report ===== | ||
| - | To use report go: ''COMMON → REPORTS → CUSTOM REPORTS → JPK VAT report 202007'' | + | To use report go: ''(MAIN MENU)COMMON → REPORTS → CUSTOM REPORTS → JPK VAT report 202007'' |
| + | |||
| + | {{ :lt:jpk_report_2020_11.png |}} | ||
| + | |||
| + | :?: The period for sales invoice document is checked against the invoice field ''Date'' | ||
| + | ==== 2.1. First file ==== | ||
| In report you can use filters: | In report you can use filters: | ||
| - | * Report – JPK VAT report 202007 | + | * Report – **JPK VAT report 202007** |
| - | * From: Until – choose period for which you generate JPK report | + | * **From: Until** – choose period for which you generate JPK report |
| - | * In “VAT codes:” – you can chose only those VAT codes that you need JPK report for, fore example: 3,7 (those are Directo VAT codes) | + | * In **VAT codes:** – you can chose only those VAT codes that you need JPK report for, fore example: 3,7 (those are Directo VAT codes) or leave it empty |
| - | * Pres REPORT | + | * Press ''REPORT'' |
| - | * Pres XML and save the file | + | * Press ''XML'' and save the file |
| Linija 224: | Linija 230: | ||
| If there is need to exclude some VAT codes then use exclamation mark. For example if you do not want that to report invoices which has 0 and 1 VAT codes, then add to VAT code filter !0,1 | If there is need to exclude some VAT codes then use exclamation mark. For example if you do not want that to report invoices which has 0 and 1 VAT codes, then add to VAT code filter !0,1 | ||
| - | {{ :lt:jpk_report_2020_11.png |}} | + | ==== 2.2. Second file with correction ==== |
| + | |||
| + | To generate and send second file with correction (if the first one was send): | ||
| + | * Create new survey (read: ''1.1.2. Survey'') :!: survey date should be later then it was in the first JPK but it should be in tha same period that the report is for. In survey do not forget add information in field ''P_ORDZU'' | ||
| + | * You can choose the same VAT codes ant period filters | ||
| + | * Mark checkbox **Adjustment** | ||
| + | |||
| ===== 3. Znaczenia / Meanings / Reikšmės ===== | ===== 3. Znaczenia / Meanings / Reikšmės ===== | ||
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