Guideline
With the Sweden Localization SuiteApp, it is possible to generate an SIE file.
To generate an SIE file:
The SIE Feature has an automatic re-execution of the Map/Reduce script to handle large data sets. To avoid getting the script to occupy the queue for a long period of time, it is best to generate the SIE over the weekend. If you need to process large data sets regularly, it is best to have a SuiteCloud Plus license.
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Go to Lists > Custom > SIE File Export V2.
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(Optional) To change the default subsidiary, select a different subsidiary from the Subsidiary list.
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To define the date range for transactions, from the Date Filter list, select one of the following:
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To use the transaction date as a filter, select Transaction Date, and then enter the date range in the Start Date and End date fields.
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To use the accounting periods as a filter, select Period Date, and then enter the date range in the Period Start and Period End fields.
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From the SIE Type list, select one of the following options:
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Type 1 – Year End Balance
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Type 2 – Period Balance
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Type 3 – Profit Centre
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Type 4E – Transactions
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Click the Create SIE File button.
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After the SIE File generates, the following links appear:
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To review the status of the file creation, click the link for status page.
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To view the file, click the link for file cabinet.
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To create another export, click Reset Parameters.
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To view the status of SIE export, go to Customization > Scripting > Map/Reduce Script Status.
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When the export is finished, go to Documents > Files > File Cabinet into the SIE Export folder.
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Click Download next to the newly generated file.
The downloaded SIE file can be imported into an external financial system.
Workflow setup
There are two workflows in every localization SuiteApp:
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Localization Nordics TXN BeforeSubmit (ID: customworkflow_sta_exsalestax) that replaced the Localization EC Sales Taxes (retains the same ID) and VAT detailed summary workflow
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Localization Nordics TXN AfterSubmit (ID: customworkflow_sta_invoicerefnum) that replaced the Localization Invoice Reference No (retained the same ID) and Invoice PDF workflow
These two workflows perform the following functions:
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EC Sales Tax
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Invoice Reference Number
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Invoice PDF
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VAT Detailed Summary
How to create a copy of workflow:
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Go to Customization > Workflow > Workflows.
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Click on the name of a workflow, to view it.
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Click More... in the right-hand corner and select Make Copy.
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Click the pencil icon to edit the copied workflow.
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From the Release Status list, select Released.
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In the Name field, enter the name of the workflow (for example, prefixing it with the company’s name).
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Click Save.
If you want to enable workflow only for Nordics subsidiaries, you can add the subsidiary in the workflow condition.