eFaktur creation conditions (PL)

We will access it through the scope menu in transaction /EINVO/PL_TR_001.

Access will be to a cluster table to configure the necessary data that records must meet to access the invoice monitor.

The available tables will be as follows:

ACTIVE COMPANIES

We will configure the necessary companies with which we are going to operate.

Field	Description	Possible values

Field

Description

Possible values

CoCd.

Identifier of the company code to which the condition applies

Company name

Description of the company name

It will be filled in automatically when the company is selected

Act.

Check to activate the selected company option.

Active - Indicates that the company is active and that the records for these companies will be taken into account.

Not active - Indicates that the company is not active and the records created for these companies will not be considered.

ISSUED CREATION CONDITIONS

Through this transaction, the conditions that must be met for a record to be created in the eFaktur invoice monitor when posting a document are parameterized, as well as the characteristics that this record will have.

It will be necessary to previously select a company from the list of active companies in order to access this table.

The following data will be customizing:

Field	Description	Possible values

Field	Description	Possible values
CoCd.	Identifier of the company to which the condition applies.
Doc. Type	Accounting document class to be considered for creating the record.
Tax code	Tax category to be considered for the generation of the record.
Posting key	Posting key to be considered for the creation of the record.
Inv. Type	Type of invoice that is accounted for and that must be considered for the creation of the record.	KOR - For rectification invoice VAT - For basic invoice
Credit tax a.	Type of rectification made on the invoice and to be considered for the creation of the rectification record. It will be necessary and mandatory to fill it out whenever the invoice type = KOR.	Effective correction in the recognition date of the original invoice Effective correction in the issuance date of the rectification invoice Effective correction on a different date, even when these dates are different for different items on the correction invoice
Self bill	In the case of a self-invoice, the checkbox should be marked.
SB option	A dropdown will display the option for the field XXXXXXXXXXXX to appear or not in the XML."
Add. Cond. SB	A checkbox will provide the option to activate or deactivate additional conditions in a record with those characteristics.

ADDITIONAL CONDITIONS FOR SELF-INVOICE

Through this transaction, the conditions that must be met for a record to be created in the eFaktur invoice monitor when posting a self-invoice are parameterized, as well as the characteristics that this record will have.

To access this table, it will be necessary to previously select a line in the Issued Creation Conditions section.

The header will display the data to which the generated conditions for the creation of the self-invoice will apply:

Below this header, a table of conditions will be displayed, where we will fill in the details.

Field	Description	Possible values

Field	Description	Possible values
Cond. Nr.	Sequential number assigned to each of the conditions.
Conditions table	Data extraction table for the field name.	BKPF BSEG BSET BSEC
Field name	Name of the field from the extraction table that will be used in the condition.	Variable according to the selected table.
Sign	We will specify the action to be applied to the value configured in the condition for compliance.	Inclusive Exclusive
Option	Name of the field from the extraction table that will be used in the condition.
Lower limit	Initial value that will determine the start range of the condition.
Upper limit	Final value that will determine the end range of the condition.

VAT Operation

Through this transaction, additional conditions that the tax indicators may need are parameterized, adding a specific category in the VAT Operations and Exemption sections so that when posting a document, a record is created in the eFaktur invoice monitor, along with the additional characteristics that this record will have.

We will have the following fields to configure:

Field	Description	Possible values

Field	Description	Possible values
CoCd.	Identifier of the company to which the condition applies.
Tax code	Indicator to which the VAT Operation or Exemption will apply.
VAT Oper.	VAT category applied to each tax indicator.	EXE - Exempt ISP - Reverse charge MAR - Margin NSJ - Not subject TAK - Taxi XII - Section XII of chapter 6a of the law
Exemption	Exemption reason to which the exemption operation refers.