Kasutaja tarvikud
lt:ksef
Skirtumai
Čia matote skirtumus tarp pasirinktos versijos ir esamo dokumento.
| Both sides previous revision Previous revision Next revision | Previous revision | ||
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lt:ksef [2023/11/29 13:36] lida [2.1. Firs sending] |
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 | ||
| Linija 36: | Linija 37: | ||
| * access invoices | * access invoices | ||
| * issue invoices | * issue invoices | ||
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| + | :?: 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 |}} | ||
| Linija 50: | Linija 55: | ||
| * 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** | ||
| Linija 76: | Linija 80: | ||
| ===== 2. Sending ===== | ===== 2. Sending ===== | ||
| + | :!: In KSEF there is no checking of duplicates. | ||
| ==== 2.1. Sending of the invoice ==== | ==== 2.1. Sending of the invoice ==== | ||
| Linija 91: | Linija 96: | ||
| ==== 2.2. Errors ==== | ==== 2.2. Errors ==== | ||
| - | The errors of sending you may see in sales invoice document that has an error. | + | 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^ | ||
| Linija 104: | Linija 109: | ||
| |Adres/AdresL1|Customer fields: **Street, City, Postal code**| | |Adres/AdresL1|Customer fields: **Street, City, Postal code**| | ||
| - | {{ :lt:ksef_errors.png |}} | + | {{ :lt:ksef_errors2.png |}} |
| - | ===== 3. Sales invoices tags===== | + | |
| + | If you are using datafield for invoice No. - some errors may be seen in document after confirmation: | ||
| + | |||
| + | {{ :lt:ksef_errors3.png |}} | ||
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| + | |||
| + | ===== 3. KSeF report ===== | ||
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| + | KSef report is in ''Main meniu→Finance→REPORTS→KSeF report'' | ||
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| + | **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 | ||
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| + | **Report information:** | ||
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| + | ^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| | ||
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| + | [isauth @lt_user,@user] | ||
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| + | **Internal comment** | ||
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| + | 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. | ||
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| + | [/isauth] | ||
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| + | ===== 4. Sales invoices tags ===== | ||
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