Modifications after Contract Activation

The first VAT invoice generated when the contract is activated and the document of the Contract Transfer Invoice type (i.e. the VAT document issued to the new customer) are considered to be Original Tax Documents.

All other cases are Corrective documents (credit notes and debit notes), i.e. on the header of posted sales documents, there is the following identification data:

• Corrective Document - Credit Memo

  • Type = Credit note

  • Credit Memo Type = Corrective Tax Invoice

  • Corrective = No

  • Correction = No

• Corrective document - debit note

  • Type = Invoice

  • Corrective = No

  • Fix = Yes

Corrective documents can be generated using the functions on the Financing Contract (option Actions) - the buttons are visible only if the Leasing with delivery of goods=Y:

• Cancel Tax Invoice on Delivery of Goods

  • Posted sales documents for VAT can be cancelled

• Post Invoice on Delivery of Goods.

  • It is possible to post unposted VAT calculation inputs that arose after the contract was activated, and both corrective and original tax documents can be created

    • A corrective tax document is created if the original non-cancelled VAT document (invoice) has already been posted

    • The original tax document (invoice) is created if the originally posted original document has been cancelled and a new VAT calculation input has been generated

  • An unposted VAT calculation input before contract activation cannot be posted by this function, a Handover date is required, which is not yet known before activation. In this case, the posting ends with an error message: Contract No. % does not have a Handover Date set.