The hotfix provides support of changes in VAT invoices report (SAF invoices
or JPK_FA) introduced by the version 2 which must be valid from July 1, 2019 and
some changes improving performance of the report.
The changes are available on the following versions of Microsoft Dynamics
365 fir Finance and Operations:
|
Version
|
Details
|
|
Dynamics 365 for Finance and Operations 7.3
|
KB # 4504214
|
|
Dynamics 365 for Finance and Operations 10.0.3 (and
later)
|
Build 10.0.106.0 or later
|
To prepare your Microsoft Dynamics 365 fir Finance and Operations to
report “JPK_FA” report of version “2” (from the beginning of July 2019) the
following steps must be done:
1. Install the
hotfix package (link to download is in the “Hotfix information” section of this
article).
2. Import the
following (or later) versions of the ER configurations:
|
Configuration name
|
Configuration type
|
Version
|
|
Standard Audit File (SAF-T)
|
Model
|
32
|
|
Standard Audit File model mapping
|
Model mapping
|
32.74
|
|
SAF Poland
|
Parent format
|
32.22
|
|
VAT Invoices (PL)
|
Childe format
|
32.22.38
|
3. P_12 field’s value (according to the JPK_FA v.2) may
report, besides the tax rate and “zw” (reverse charge), the following values: “oo”
(reverse charge as part of domestic transactions), "np"
(for transactions of delivery of goods and provision of services outside the
country). It is
supposed that companies in Poland define and use specific Exempt codes (Tax
> Setup > Sales tax > Sales tax exempt codes) for
sales tax codes setup with exempt on Sales tax groups (Tax > Indirect
tax > Sales tax > Sales tax groups) to distinguish tax
transactions by this Exempt code in the report. For the purposes of the report it
is needed to define which Exempt codes must be reported with the given
values of P_12 tag. To do so, select the “VAT Invoices (PL)” format and open Configurations > Application
specific parameters > Setup on the Action pane. For the latest
version of the configuration select the “TaxFree_LOOKUP” on the “Lookups”
fast tab, go to the “Conditions” fast tab and define conditions for the
Lookup results:
|
Lookup
result
|
Exempt
codes
|
|
np
|
Select
those Exempt codes which are used for sales tax transactions of delivery of goods and provision of services outside the country. If
there are more than one such code, you need to add as much lines as more Exempt codes are
used for transactions of delivery of goods and provision
of services outside the country.
|
|
zw
|
Select
*Not blank*. All other transactions with exempt not considering the
reason will be reported as reverse charge as part of
domestic transactions. This must be the last line in the list, check by the
value in the “Line” column.
|
For
example:
Note! Tax
transactions marked as “Reverse charge” will be reported as “oo”,
no additional setup is needed.
4. When Lookup results are defined, change the State to the Completed, save and close the configuration.