diff --git a/content/applications/finance/fiscal_localizations/ecuador.rst b/content/applications/finance/fiscal_localizations/ecuador.rst index 899295b08..014291b2f 100644 --- a/content/applications/finance/fiscal_localizations/ecuador.rst +++ b/content/applications/finance/fiscal_localizations/ecuador.rst @@ -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 ` 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 ~~~~~~~~~~~~~ diff --git a/content/applications/finance/fiscal_localizations/ecuador/l10n-ec-sri-payment-method.png b/content/applications/finance/fiscal_localizations/ecuador/l10n-ec-sri-payment-method.png new file mode 100644 index 000000000..380d96f21 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/ecuador/l10n-ec-sri-payment-method.png differ diff --git a/content/applications/finance/fiscal_localizations/ecuador/website-checkout-form.png b/content/applications/finance/fiscal_localizations/ecuador/website-checkout-form.png new file mode 100644 index 000000000..3c0dbeb24 Binary files /dev/null and b/content/applications/finance/fiscal_localizations/ecuador/website-checkout-form.png differ