[ADD] accounting/l10n: new localization page for India

closes odoo/documentation#1940

Signed-off-by: Castillo Jonathan (jcs) <jcs@odoo.com>
Co-authored-by: Jonathan Castillo <jcs@odoo.com>
This commit is contained in:
Nidhi Patel 2022-04-27 13:03:13 +00:00 committed by Jonathan Castillo (jcs)
parent 55c06a75ce
commit 028c67041b
13 changed files with 190 additions and 0 deletions

View File

@ -15,6 +15,7 @@ Localizations
localizations/egypt
localizations/france
localizations/germany
localizations/india
localizations/indonesia
localizations/italy
localizations/italy_IT

View File

@ -0,0 +1,189 @@
=====
India
=====
.. _india/installation:
Installation
============
:ref:`Install <general/install>` the following modules to get all the features of the Indian
localization:
.. list-table::
:header-rows: 1
* - Name
- Technical name
- Description
* - :guilabel:`Indian - Accounting`
- `l10n_in`
- Default :doc:`fiscal localization package <../overview/fiscal_localization_packages>`
* - :guilabel:`Indian E-invoice Integration`
- `l10n_in_edi`
- :ref:`Indian e-invoicing integration <india/e-invoicing>`
.. _india/e-invoicing:
Indian e-invoicing
==================
Odoo is compliant with the **Indian Good and Services Tax (GST) e-Invoice system** requirements.
.. important::
Indian e-invoicing is available from Odoo 15.0. If needed, :doc:`upgrade
</administration/upgrade>` your database.
.. _india/e-invoicing-api:
Registration on your NIC e-Invoice web portal
---------------------------------------------
You must register on the **NIC e-Invoice** web portal to get your **API credentials**. You need
these credentials to :ref:`configure your Odoo Accounting app <india/e-invoicing-configuration>`.
#. Login to the NIC e-Invoice web portal on - https://einvoice1.gst.gov.in/ by clicking on
:guilabel:`Login` and entering your :guilabel:`Username` and :guilabel:`Password`.
.. note::
If you have already registered on the NIC Eway Bill Production portal, then you can use the
same login credentials here.
.. image:: india/e-invoice-system-login.png
:align: center
:alt: Register Odoo ERP system on e-invoice web portal
#. From your dashboard, go to :menuselection:`API Registration --> User Credentials --> Create API
User`.
.. image:: india/e-invoice-create-api-user.png
:align: center
:alt: Click on User Credentials and Create API User
#. After that, you receive an :abbr:`OTP (one-time password)` code to your registered mobile number.
#. Enter the OTP code and click on :guilabel:`Verify OTP`.
.. image:: india/trigger-otp.png
:align: center
:alt: Trigger an OTP to your registerd phone number
#. Select :guilabel:`Through GSP` in the first field, select :guilabel:`Tera Software Limited`
as your GSP, and type in a :guilabel:`Username` and :guilabel:`Password` for your API.
.. image:: india/submit-api-registration-details.png
:align: center
:alt: Submit API specific Username and Password
#. Click on :guilabel:`Submit`.
.. _india/e-invoicing-configuration:
Configuration on Odoo
---------------------
To set up the e-invoice service, go to :menuselection:`Accounting --> Configuration --> Settings -->
Indian Electronic Invoicing`, and enter the :guilabel:`Username` and :guilabel:`Password`.
.. image:: india/e-invoice-setup.png
:align: center
:alt: Setup e-invoice service
.. _india/e-invoicing-journals:
Journals
~~~~~~~~
Your default *sales* journal should be already configured correctly. You can check it or configure
other journals by going to :menuselection:`Accounting --> Configuration --> Journals`. Then, open
your *sales* journal, and in the :guilabel:`Advanced Settings` tab, under :guilabel:`Electronic Data
Interchange`, check :guilabel:`E-Invoice (IN)` and :guilabel:`Save`.
.. image:: india/journal-configuration.png
:align: center
:alt: Journal configuration
.. _india/e-invoicing-workflow:
Workflow
--------
To start invoicing from Odoo, an invoice must be created using the standard invoicing flow, that is,
either from a sales order or the invoice menu in the Accounting application.
.. _india/invoice-validation:
Invoice validation
~~~~~~~~~~~~~~~~~~
Once the invoice is validated, a confirmation message is displayed at the top.
Odoo automatically uploads the JSON-signed file to the government portal after a while. If you want
to process the invoice immediately, you can click on :guilabel:`Process Now`.
.. image:: india/e-invoice-process.png
:align: center
:alt: Indian e-invoicing confirmation message: "The invoice will be processed asynchronously by
the following E-invoicing service : E-Invoice (IN)"
.. note::
- You can find the JSON-signed file in the attached files, in the chatter.
- You can check the status of EDI with web-service under the :guilabel:`EDI Document` tab or the
:guilabel:`Electronic invoicing` field.
.. _india/invoice-pdf-report:
Invoice PDF Report
~~~~~~~~~~~~~~~~~~
Once the invoice is submitted and validated, you can print the invoice PDF report. The report
includes the :abbr:`IRN (Invoice Reference Number)`, acknowledgment number and date, and QR code.
They certify that the invoice is a valid fiscal document.
.. image:: india/invoice-report.png
:align: center
:alt: IRN and QR code
.. _india/edi-cancellation:
EDI Cancellation
~~~~~~~~~~~~~~~~
If you want to cancel an e-invoice, go to the :guilabel:`Other info` tab of the invoice and fill out
the :guilabel:`Cancel reason` and :guilabel:`Cancel remarks` fields. Then, click on
:guilabel:`Request EDI cancellation`. The status of the :guilabel:`Electronic invoicing` field
changes to :guilabel:`To Cancel`.
.. image:: india/e-invoice-cancellation.png
:align: center
:alt: cancel reason and remarks
.. note::
If you want to abort the cancellation before processing the invoice, then click on
:guilabel:`Call Off EDI Cancellation`.
Once you request to cancel the e-invoice, Odoo automatically submits the JSON Signed file to the
government portal. If you want to process the invoice immediately, you can process it by clicking on
:guilabel:`Process Now`.
.. _india/verify-e-invoice:
Verify the e-invoice from the GST
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
After submitting an e-invoice, you can also verify the signed invoice from the GST e-Invoice system
website.
#. Download the JSON file from the attached files.
#. Open the e-invoice portal: https://einvoice1.gst.gov.in/ and go to :menuselection:`Search -->
Verify Signed Invoice`.
#. Select the JSON file and submit it.
.. image:: india/verify-invoice.png
:align: center
:alt: select the JSON file for verify invoice
#. You can check the verified signed e-invoice here.
.. image:: india/signed-invoice.png
:align: center
:alt: verified e-invoice

Binary file not shown.

After

Width:  |  Height:  |  Size: 7.0 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 19 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 8.2 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 7.5 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 56 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 25 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 16 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 29 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 28 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 21 KiB