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[ADD] l10n_jordan: New localization for Jordan

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Add new localization for Jordan as of 17.0. Major updates required for 18.0 fw-port as payroll module was added.

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content/applications/finance/fiscal_localizations.rst
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@ -90,6 +90,7 @@ available on Odoo.
- Israel - Accounting
- :doc:`Italy - Accounting <fiscal_localizations/italy>`
- Japan - Accounting
- :doc:`Jordan - Accounting <fiscal_localizations/jordan>`
- :doc:`Kenya - Accounting <fiscal_localizations/kenya>`
- Lithuania - Accounting
- :doc:`Luxembourg - Accounting <fiscal_localizations/luxembourg>`
@ -146,6 +147,7 @@ available on Odoo.
fiscal_localizations/india
fiscal_localizations/indonesia
fiscal_localizations/italy
fiscal_localizations/jordan
fiscal_localizations/kenya
fiscal_localizations/luxembourg
fiscal_localizations/malaysia

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content/applications/finance/fiscal_localizations/jordan.rst Normal file
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======
Jordan
======
.. _localizations_jordan/configuration/modules:
Modules
=======
The following modules are installed automatically with the Jordanian localization:
.. list-table::
:header-rows: 1
:widths: 25 25 50
* - Name
- Technical name
- Description
* - :guilabel:`Jordan - Accounting`
- `l10n_jo`
- Jordanian :ref:`fiscal localization package <fiscal_localizations/packages>`, complete with
the Jordan chart of accounts, taxes, tax report, and fiscal positions
* - :guilabel:`Jordan E-Invoicing`
- `l10n_jo_edi`
- Integration module for JoFotara to support Jordanian e-invoicing requirements
.. note::
In some cases, such as when upgrading to a version with additional modules, it is possible that
modules may not be installed automatically. Any missing modules can be manually :ref:`installed
<general/install>`.
.. _localizations/jordan/specifics:
Localization specifics
======================
The Jordan localization package ensures compliance with Jordanian fiscal and accounting regulations.
It includes tools for managing taxes, fiscal positions, reporting, and a predefined chart of
accounts tailored to Jordan's standards.
The Jordan localization package provides the following key features to ensure compliance with local
fiscal and accounting regulations:
- :doc:`../accounting/get_started/chart_of_accounts`: a predefined structure tailored to Jordanian
accounting standards
- :ref:`localizations/jordan/taxes`: pre-configured tax rates, including standard VAT, zero-rated,
and exempt options
- :doc:`../accounting/taxes/fiscal_positions`: automated tax adjustments based on customer or
supplier registration status
- :ref:`localizations/jordan/tax-reporting`: detailed overview of your net tax liability
- :ref:`E-invoicing (JoFotara)<localizations/jordan/jofotara>`: integration for electronic invoicing
in line with Jordanian government requirements
.. _localizations/jordan/taxes:
Taxes
-----
The following :doc:`taxes <../accounting/taxes>` are available by default with the Jordan
localization package:
- Standard Sales Tax (16%): Applied to most goods and services within Jordan.
- Exempt Transactions: For sales and services not subject to VAT, such as financial services or
healthcare.
- Export Tax (0%): Zero-rated tax applied to goods and services exported outside Jordan.
.. _localizations/jordan/tax-reporting:
Tax reporting
-------------
The :doc:`VAT summary <../accounting/reporting/tax_returns>` provides a detailed breakdown of
taxable, zero-rated, and exempt transactions. Like other :doc:`financial reports
<../accounting/reporting>`, the VAT summary can be filtered by period, compared against other
periods, and exported in Excel and PDF formats, ensuring compliance with Jordanian tax laws.
.. _localizations/jordan/jofotara:
E-invoicing with JoFotara
=========================
E-invoicing with JoFotara is seamlessly integrated with Odoo, ensuring compliance with Jordanian
government's technical and legal requirements for electronic invoicing. The JoFotara integration in
Odoo directly connects with the Jordanian e-invoicing platform, allowing companies to:
- generate compliant electronic invoices
- submit invoices in real time for validation
- track invoice statuses directly within Odoo
The integration requires first creating an account with JoFotara, then generating API credentials,
and finally entering those credentials in your Odoo database to link the two.
.. _manuals: https://istd.gov.jo/EN/List/Electronic_billing_User_Manual
`Government manuals <manuals_>`_ provide instructions for creating an account and generating the API
credentials.
.. _localizations/jordan/jofotara-configuration:
Configuration
-------------
.. _localizations/jordan/linking-jofotara:
Link Odoo to JoFotara
~~~~~~~~~~~~~~~~~~~~~
#. If you don't already have an account, create one by going to the `government manuals <manuals_>`_
page and following the steps in the **Procedure Manual for Joining the Jordanian National
Electronic Invoicing System**.
#. Generate API credentials (Activity Number, Secret Key, and Client ID) by going to the `government
manuals <manuals_>`_ page and following the steps in **Procedure Manual for Linking to the
Jordanian National Electronic Invoicing System**.
#. In your Odoo database, go to :menuselection:`Accounting --> Configuration --> Settings`. In the
:guilabel:`Electronic Invoicing (Jordan)` section, enter the API credentials generated
previously:
- :guilabel:`Activity Number` (income source sequence)
- :guilabel:`JoFotara Secret Key`
- :guilabel:`JoFotara Client ID`
#. Enter the :guilabel:`Taxpayer type`:
- :guilabel:`Unregistered in the sales tax`: For businesses not registered for sales tax.
- No tax on the invoice line is required.
- :guilabel:`Registered in the sales tax`: For businesses registered under Jordan's standard
sales tax system.
- One tax computed as a percentage is required per invoice line.
- :guilabel:`Registered in the special sales tax`: For businesses subject to special sales tax
regulations.
- One tax computed as a percentage and one fixed tax per invoice line are allowed per invoice
line.
#. Click :guilabel:`Save`.
.. tip::
If the :guilabel:`Electronic Invoicing (Jordan)` section is not in the :guilabel:`Settings`, make
sure the :guilabel:`Jordan E-Invoicing` module is :ref:`installed <general/install>`.
.. _localizations/jordan/company-and-contacts:
Company and customers
~~~~~~~~~~~~~~~~~~~~~
The JoFotara invoicing workflow requires address information related to the company that sends the
invoices and the customers who receive them:
#. Go to :menuselection:`Settings --> Users & Companies --> Companies` and select the company that
will use JoFotara.
#. Fill in the :guilabel:`Street`, :guilabel:`City`, :guilabel:`Country`, and :guilabel:`Tax ID
(TIN)`, as well as any additional optional fields.
.. important::
The company currency must be set to :guilabel:`JOD`.
#. Go to :menuselection:`Accounting --> Customers --> Customers`. For each customer whose invoices
will be sent via JoFotara, click on the customer to open the form view, and complete the
:guilabel:`Country` and :guilabel:`Tax ID`.
.. _localizations/jordan/sending-invoices:
Sending invoices via JoFotara with Odoo
---------------------------------------
Once the company has been :ref:`linked with JoFotara <localizations/jordan/linking-jofotara>` and
the :ref:`company and customers have been properly configured
<localizations/jordan/company-and-contacts>`, invoices can be sent to JoFotara via Odoo:
#. Go to :menuselection:`Accounting --> Customers --> Invoices` and open a confirmed invoice.
#. Click :guilabel:`Send & Print`.
#. In the :guilabel:`Send` window, select :guilabel:`Send JoFotara e-invoice` and click
:guilabel:`Send & Print`.
When an invoice is sent via JoFotara, Odoo does the following:
- generates the invoice in the required format (UBL 1.2)
- submits the invoice to JoFotara for validation
- receives the QR code from JoFotara on the invoice's PDF
.. tip::
- Multiple invoices can be :ref:`sent at once <accounting/invoice/sending>` to JoFotara.
- From the invoices list view, filter the invoices by their
:ref:`localizations/jordan/jofotara-state` to see only the invoices that have not been sent to
JoFotara.
- In the :icon:`oi-settings-adjust` (:guilabel:`adjust settings`) menu, add the
:guilabel:`JoFotara Error` field to see any errors directly in the list view.
.. important::
There is an inherent difference in how values are approximated in Odoo and ISTD due to the
differing system architectures. JOD values in Odoo are stored and approximated to three decimals,
whereas ISTD expects values to have nine decimals. As a result, an insignificant difference is
inevitable and arises between the values stores in Odoo and the values reported to ISTD, which
can have an error margin of <0.01.
.. _localizations/jordan/jofotara-state:
JoFotara State
~~~~~~~~~~~~~~
The :guilabel:`JoFotara State` field in the :guilabel:`Other Info` tab of confirmed invoices
reflects the current state of the document in JoFotara. It can be changed to reflect the actual
state of the invoices in cases where a technical error or timeout has prevented the automatic
updating of the state in Odoo.
.. _localizations/jordan/qr-codes:
Validating QR codes (Sanad app)
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
To validate JoFotara's invoice, follow these steps:
#. Install the `Sanad app <https://www.sanad.gov.jo/Default/en>`_.
#. Navigate to :guilabel:`More`.
#. Click on :guilabel:`Validate document` and scan the QR code.
#. Review results.