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[IMP] accounting/l10n_uy: clarify onboarding

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Currently, users are having a hard time setting up their Uruware account. With the improvement to the documentation we are adding clarifications to simplify the onboarding process as well as adding a see also section so users have more documentation and smart classes/eLearning available.

closes odoo/documentation#11715

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
Co-authored-by: dade-odoo <87431108+dade-odoo@users.noreply.github.com>
This commit is contained in:
fvz-odoo 2025-01-07 16:38:51 -08:00 committed by “Dallas”
parent 37d9b31da5
commit 2628303bc4
1 changed files with 49 additions and 17 deletions
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66
content/applications/finance/fiscal_localizations/uruguay.rst
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@ -105,39 +105,61 @@ search for your company to verify the following:
Set up a Uruware account
------------------------
To set up a Uruware account, first be sure to have a valid Odoo subscription. Then follow the
proceeding steps.
To set up a Uruware account, follow these steps:
Locate the Uruware credentials settings by navigating to the :menuselection:`Accounting -->
Configuration --> Settings`. Scroll down to the :guilabel:`Uruguayan Localization` section and click
on :guilabel:`Create Uruware Account`.
#. Verify that you have a valid Odoo subscription.
#. Locate the Uruware credentials settings by navigating to the :menuselection:`Accounting -->
Configuration --> Settings`.
#. Scroll down to the :guilabel:`Uruguayan Localization` section and select the environment
(:guilabel:`Production` or :guilabel:`Testing`).
#. Click on :guilabel:`Create Uruware Account`.
Upon doing so, an email is sent to the address associated with your Odoo subscription with the
username and password to enter Uruware's portal and set up your account.
password to enter Uruware's portal and set up your account.
.. tip::
Your :guilabel:`Tax ID` needs to be setup to be able to create your account.
- The email with the credentials is not immediate; it might take up to 48 hours for the account to
be created.
- The company's :guilabel:`Tax ID` needs to be set up to be able to create an Uruware account.
- The password sent expires after 24 hours. In this case, reset it by using the *Forgot Password*
link in Uruware's portal.
.. note::
This action will create an account with Uruware with the following information:
- Legal name (razón social)
- RUT from the company
- User name (RUT.odoo)
- Username (the Odoo subscription email or `RUT`.odoo. For example: `213344556677.odoo`)
- Odoo database link
To ensure your account is created correctly, please add any missing information from above.
Once the account is created, a confirmation email is sent to the email linked to your subscription
in Odoo, containing the credentials to configure the account directly in the Uruware
`testing portal <https://odootest.ucfe.com.uy/Gestion/>`_ or
Once the account is created and you have received the email containing the credentials, configure
your accounts directly in the Uruware `testing portal <https://odootest.ucfe.com.uy/Gestion/>`_ or
`production portal <https://prod6109.ucfe.com.uy/Gestion/>`_:
Use the account credentials in the email to log in to the portal.
Use the account credentials in the email to log in to the to the corresponding (`test
<https://odootest.ucfe.com.uy/Gestion/>`_ or `production <https://prod6109.ucfe.com.uy/Gestion/>`_)
portal.
In Uruware's portal, the following steps are needed to be able to issue invoices from Odoo:
#. Complete and correct the company's information.
#. Add your digital certificate.
#. Add your :abbr:`CAEs (Constancia de Autorización para Emisión)` for each document-type you plan
to issue.
#. Configure the format of the PDF to be printed and sent to your customers.
.. important::
Be sure to configure two accounts, one for testing and one for production. The email address can
be changed in Uruware and the same can be used in both environments.
Be sure to configure two accounts, one for testing and one for production. The certificate is
needed in both environments, but :abbr:`CAEs (Constancia de Autorización para Emisión)` are only
needed in production.
.. seealso::
- `Odoo Tutorials: Uruguay Localization
<https://www.odoo.com/slides/smart-tutorial-localizacion-de-uruguay-432>`_
- `Odoo Help Forum: Uruguay
<https://www.odoo.com/forum/help-1?search=l10n_uy>`_
Electronic invoice data
-----------------------
@ -156,6 +178,9 @@ First, select the :guilabel:`UCFE Web Services` environment:
to the |DGI|. For this reason, rejection errors will not appear in this mode. Every internal
validation can be tested in demo mode. Avoid selecting this option in a production database.
.. note::
Using :guilabel:`Demo` mode does not require a Uruware account.
Then, enter the :guilabel:`Uruware Data`:
- :guilabel:`Uruware WS Password`
@ -166,9 +191,16 @@ Then, enter the :guilabel:`Uruware Data`:
:alt: Required information for electronic invoice.
.. note::
This data can be obtained from the Uruware portal, after configuring the :ref:`Uruware account
<l10n_uy/uruware-account>`. The :guilabel:`Uruware WS Password` differs from the password you use
to enter your Uruware account.
This data can be obtained from the Uruware portal after configuring the :ref:`Uruware account
<l10n_uy/uruware-account>`.
To get the :guilabel:`Uruware WS Password`, go to :menuselection:`Configuration --> Company -->
Edit` and look for the :guilabel:`Validators and Additional Information` tab to find
:guilabel:`WS Password`.
To get the :guilabel:`Commerce Code`, go to :menuselection:`Configuration --> Branches`.
To get the :guilabel:`Terminal Code`, go to :menuselection:`Configuration --> Issuing Points`.
Master data
-----------