[IMP] accounting/l10n_ec: add eCommerce section

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closes odoo/documentation#8522

Signed-off-by: Samuel Lieber (sali) <sali@odoo.com>
This commit is contained in:
rps-odoo 2024-04-03 09:51:50 -07:00 committed by Sam Lieber (sali)
parent a443e6b9d1
commit 2ecb63825b
3 changed files with 94 additions and 11 deletions

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@ -321,8 +321,8 @@ The following options have been automatically configured:
of 103 form if it is a income tax withholding code.
- :guilabel:`Tax Name`:
- For IVA tax, format the name as: `IVA [percent] (104, [form code] [tax support code] [tax support
short name])`
- For IVA tax, format the name as: `IVA [percent] (104, [form code] [tax support code] [tax
support short name])`
- For income tax withholding code, format the name as: `Code ATS [Percent of withhold] [withhold
name]`
@ -569,13 +569,94 @@ withholdings percentages apply.
withholding of 70% in a new line with the same tax support, the system will allow you as long as
the total of the bases matches the total from the :guilabel:`Vendor Bill`.
eCommerce
---------
The :ref:`ATS Report module <ecuador/ats>` enables the following:
- Choose the SRI Payment Method in each payment method's configuration.
- Customers can manually input their identification type and identification number during the
eCommerce checkout process.
- Automatically generate a valid electronic invoice for Ecuador at the end of the checkout process.
Configuration
~~~~~~~~~~~~~
Website
*******
To generate an invoice after the checkout process, navigate to :menuselection:`Website -->
Configuration --> Settings` and activate the :guilabel:`Automatic Invoice` option found under the
:guilabel:`Invoicing` section.
.. tip::
The invoice's email template can be modified from the :guilabel:`Invoice Email Template` field
under the :guilabel:`Automatic Invoice` option.
.. important::
The sales journal used for invoicing is the first in the sequence of priority in the
:guilabel:`Journal` menu.
Payment providers
*****************
To activate the payment providers that should be used to capture eCommerce payments, navigate to
:menuselection:`Website --> Configuration --> Payment Providers` section and then click on the
:guilabel:`View other providers` button under the :guilabel:`Activate Payments` heading. From here,
each payment provider can be configured by selecting a provider record. Refer to the :doc:`payment
provider <../payment_providers>` documentation for more information.
Payment methods
^^^^^^^^^^^^^^^
To activate one or more payment methods for a payment provider, click :guilabel:`→ Enable Payment
Methods` within the :guilabel:`Configuration` tab of each provider.
When configuring the payment method, it is **mandatory** to set the :guilabel:`SRI Payment Method`
for each method. This field appears after you create and save the payment method for the first
time.
.. note::
Adding the :guilabel:`SRI Payment Method` is necessary to generate correctly the electronic
invoice from an eCommerce sale. Select a **payment method** to access its configuration menu and
the field.
.. seealso::
:doc:`Payment provider <../payment_providers>`
.. image:: ecuador/l10n-ec-sri-payment-method.png
:align: center
:alt: l10n_ec SRI Payment Method.
eCommerce workflow
~~~~~~~~~~~~~~~~~~
Type and identification number
******************************
The client who is making a purchase will have the option to indicate their identification type and
number during the checkout process. This information is required to correctly generate the
electronic invoice after the checkout is completed.
.. image:: ecuador/website-checkout-form.png
:align: center
:alt: Website checkout form.
.. note::
Verification is done to ensure the *Identification Number* field is completed and has the correct
number of digits. For RUC identification, 13 digits are required. For Cédula, 9 digits are
required.
After finishing the checkout process, a confirmed invoice is generated, ready to be sent manually or
asynchronously to the SRI.
Financial Reports
=================
In Ecuador, there are fiscal reports that the company presents to SRI. In Odoo, we have two of the
main financial reports used by companies. These are the reports 103 and 104.
In Ecuador, there are fiscal reports that the company presents to SRI. Odoo supports two of the main
financial reports used by companies: **reports 103** and **104**.
To get these reports go to the :guilabel:`Accounting` app and select :menuselection:`Reporting -->
To get these reports, go to the **Accounting** app and select :menuselection:`Reporting -->
Statements Reports --> Tax Report` and then filter by `Tax Report 103` or `Tax Report 104`.
Report 103
@ -584,8 +665,8 @@ Report 103
This report contains information of income tax withholdings in a given period, this can be reported
monthly or semi-annually.
You can see the information needed to report, which includes base and tax amounts, which also
includes the tax code within the parenthesis in order to report it to the SRI.
You can see the information needed to report, which includes base and tax amounts, but also includes
the tax code within the parenthesis in order to report it to the SRI.
.. image:: ecuador/103-form.png
:align: center
@ -597,13 +678,15 @@ Report 104
This report contains information on VAT tax and VAT withholding for a given period, this can be
monthly or semi-annually.
You can see the information needed to report, which includes base and tax amounts, which also
includes the tax code within the parenthesis in order to report it to the SRI.
You can see the information needed to report, which includes base and tax amounts, but also includes
the tax code within the parenthesis to report it to the SRI.
.. image:: ecuador/104-form.png
:align: center
:alt: Report 104 form for Ecuador.
.. _ecuador/ats:
ATS report
----------
@ -611,8 +694,8 @@ ATS report
downloading the ATS report in XML format.
.. note::
The Ecuadorian *ATS Report* module is dependent on the previous installation of the *Accounting*
app and the *Ecuadorian EDI module*.
The Ecuadorian *ATS Report* module depends on the previous installation of the *Accounting* app
and the *Ecuadorian EDI module*.
Configuration
~~~~~~~~~~~~~

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