[ADD] l10n_jordan: New localization for Jordan
Add new localization for Jordan as of 17.0. Major updates required for 18.0 fw-port as payroll module was added. task-4508757
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@ -90,6 +90,7 @@ available on Odoo.
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- Israel - Accounting
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- :doc:`Italy - Accounting <fiscal_localizations/italy>`
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- Japan - Accounting
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- :doc:`Jordan - Accounting <fiscal_localizations/jordan>`
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- :doc:`Kenya - Accounting <fiscal_localizations/kenya>`
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- Lithuania - Accounting
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- :doc:`Luxembourg - Accounting <fiscal_localizations/luxembourg>`
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@ -146,6 +147,7 @@ available on Odoo.
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fiscal_localizations/india
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fiscal_localizations/indonesia
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fiscal_localizations/italy
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fiscal_localizations/jordan
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fiscal_localizations/kenya
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fiscal_localizations/luxembourg
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fiscal_localizations/malaysia
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content/applications/finance/fiscal_localizations/jordan.rst
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content/applications/finance/fiscal_localizations/jordan.rst
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======
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Jordan
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======
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.. _localizations_jordan/configuration/modules:
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Modules
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=======
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The following modules are installed automatically with the Jordanian localization:
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.. list-table::
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:header-rows: 1
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:widths: 25 25 50
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* - Name
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- Technical name
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- Description
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* - :guilabel:`Jordan - Accounting`
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- `l10n_jo`
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- Jordanian :ref:`fiscal localization package <fiscal_localizations/packages>`, complete with
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the Jordan chart of accounts, taxes, tax report, and fiscal positions
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* - :guilabel:`Jordan E-Invoicing`
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- `l10n_jo_edi`
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- Integration module for JoFotara to support Jordanian e-invoicing requirements
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.. note::
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In some cases, such as when upgrading to a version with additional modules, it is possible that
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modules may not be installed automatically. Any missing modules can be manually :ref:`installed
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<general/install>`.
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.. _localizations/jordan/specifics:
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Localization specifics
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======================
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The Jordan localization package ensures compliance with Jordanian fiscal and accounting regulations.
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It includes tools for managing taxes, fiscal positions, reporting, and a predefined chart of
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accounts tailored to Jordan's standards.
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The Jordan localization package provides the following key features to ensure compliance with local
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fiscal and accounting regulations:
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- :doc:`../accounting/get_started/chart_of_accounts`: a predefined structure tailored to Jordanian
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accounting standards
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- :ref:`localizations/jordan/taxes`: pre-configured tax rates, including standard VAT, zero-rated,
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and exempt options
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- :doc:`../accounting/taxes/fiscal_positions`: automated tax adjustments based on customer or
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supplier registration status
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- :ref:`localizations/jordan/tax-reporting`: detailed overview of your net tax liability
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- :ref:`E-invoicing (JoFotara)<localizations/jordan/jofotara>`: integration for electronic invoicing
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in line with Jordanian government requirements
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.. _localizations/jordan/taxes:
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Taxes
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-----
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The following :doc:`taxes <../accounting/taxes>` are available by default with the Jordan
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localization package:
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- Standard Sales Tax (16%): Applied to most goods and services within Jordan.
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- Exempt Transactions: For sales and services not subject to VAT, such as financial services or
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healthcare.
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- Export Tax (0%): Zero-rated tax applied to goods and services exported outside Jordan.
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.. _localizations/jordan/tax-reporting:
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Tax reporting
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-------------
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The :doc:`VAT summary <../accounting/reporting/tax_returns>` provides a detailed breakdown of
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taxable, zero-rated, and exempt transactions. Like other :doc:`financial reports
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<../accounting/reporting>`, the VAT summary can be filtered by period, compared against other
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periods, and exported in Excel and PDF formats, ensuring compliance with Jordanian tax laws.
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.. _localizations/jordan/jofotara:
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E-invoicing with JoFotara
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=========================
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E-invoicing with JoFotara is seamlessly integrated with Odoo, ensuring compliance with Jordanian
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government's technical and legal requirements for electronic invoicing. The JoFotara integration in
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Odoo directly connects with the Jordanian e-invoicing platform, allowing companies to:
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- generate compliant electronic invoices
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- submit invoices in real time for validation
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- track invoice statuses directly within Odoo
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The integration requires first creating an account with JoFotara, then generating API credentials,
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and finally entering those credentials in your Odoo database to link the two.
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.. _manuals: https://istd.gov.jo/EN/List/Electronic_billing_User_Manual
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`Government manuals <manuals_>`_ provide instructions for creating an account and generating the API
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credentials.
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.. _localizations/jordan/jofotara-configuration:
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Configuration
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-------------
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.. _localizations/jordan/linking-jofotara:
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Link Odoo to JoFotara
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~~~~~~~~~~~~~~~~~~~~~
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#. If you don't already have an account, create one by going to the `government manuals <manuals_>`_
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page and following the steps in the **Procedure Manual for Joining the Jordanian National
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Electronic Invoicing System**.
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#. Generate API credentials (Activity Number, Secret Key, and Client ID) by going to the `government
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manuals <manuals_>`_ page and following the steps in **Procedure Manual for Linking to the
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Jordanian National Electronic Invoicing System**.
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#. In your Odoo database, go to :menuselection:`Accounting --> Configuration --> Settings`. In the
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:guilabel:`Electronic Invoicing (Jordan)` section, enter the API credentials generated
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previously:
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- :guilabel:`Activity Number` (income source sequence)
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- :guilabel:`JoFotara Secret Key`
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- :guilabel:`JoFotara Client ID`
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#. Enter the :guilabel:`Taxpayer type`:
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- :guilabel:`Unregistered in the sales tax`: For businesses not registered for sales tax.
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- No tax on the invoice line is required.
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- :guilabel:`Registered in the sales tax`: For businesses registered under Jordan's standard
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sales tax system.
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- One tax computed as a percentage is required per invoice line.
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- :guilabel:`Registered in the special sales tax`: For businesses subject to special sales tax
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regulations.
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- One tax computed as a percentage and one fixed tax per invoice line are allowed per invoice
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line.
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#. Click :guilabel:`Save`.
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.. tip::
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If the :guilabel:`Electronic Invoicing (Jordan)` section is not in the :guilabel:`Settings`, make
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sure the :guilabel:`Jordan E-Invoicing` module is :ref:`installed <general/install>`.
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.. _localizations/jordan/company-and-contacts:
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Company and customers
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~~~~~~~~~~~~~~~~~~~~~
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The JoFotara invoicing workflow requires address information related to the company that sends the
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invoices and the customers who receive them:
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#. Go to :menuselection:`Settings --> Users & Companies --> Companies` and select the company that
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will use JoFotara.
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#. Fill in the :guilabel:`Street`, :guilabel:`City`, :guilabel:`Country`, and :guilabel:`Tax ID
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(TIN)`, as well as any additional optional fields.
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.. important::
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The company currency must be set to :guilabel:`JOD`.
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#. Go to :menuselection:`Accounting --> Customers --> Customers`. For each customer whose invoices
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will be sent via JoFotara, click on the customer to open the form view, and complete the
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:guilabel:`Country` and :guilabel:`Tax ID`.
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.. _localizations/jordan/sending-invoices:
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Sending invoices via JoFotara with Odoo
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---------------------------------------
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Once the company has been :ref:`linked with JoFotara <localizations/jordan/linking-jofotara>` and
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the :ref:`company and customers have been properly configured
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<localizations/jordan/company-and-contacts>`, invoices can be sent to JoFotara via Odoo:
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#. Go to :menuselection:`Accounting --> Customers --> Invoices` and open a confirmed invoice.
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#. Click :guilabel:`Send & Print`.
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#. In the :guilabel:`Send` window, select :guilabel:`Send JoFotara e-invoice` and click
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:guilabel:`Send & Print`.
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When an invoice is sent via JoFotara, Odoo does the following:
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- generates the invoice in the required format (UBL 1.2)
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- submits the invoice to JoFotara for validation
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- receives the QR code from JoFotara on the invoice's PDF
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.. tip::
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- Multiple invoices can be :ref:`sent at once <accounting/invoice/sending>` to JoFotara.
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- From the invoices list view, filter the invoices by their
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:ref:`localizations/jordan/jofotara-state` to see only the invoices that have not been sent to
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JoFotara.
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- In the :icon:`oi-settings-adjust` (:guilabel:`adjust settings`) menu, add the
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:guilabel:`JoFotara Error` field to see any errors directly in the list view.
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.. important::
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There is an inherent difference in how values are approximated in Odoo and ISTD due to the
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differing system architectures. JOD values in Odoo are stored and approximated to three decimals,
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whereas ISTD expects values to have nine decimals. As a result, an insignificant difference is
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inevitable and arises between the values stores in Odoo and the values reported to ISTD, which
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can have an error margin of <0.01.
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.. _localizations/jordan/jofotara-state:
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JoFotara State
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~~~~~~~~~~~~~~
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The :guilabel:`JoFotara State` field in the :guilabel:`Other Info` tab of confirmed invoices
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reflects the current state of the document in JoFotara. It can be changed to reflect the actual
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state of the invoices in cases where a technical error or timeout has prevented the automatic
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updating of the state in Odoo.
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.. _localizations/jordan/qr-codes:
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Validating QR codes (Sanad app)
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~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
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To validate JoFotara's invoice, follow these steps:
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#. Install the `Sanad app <https://www.sanad.gov.jo/Default/en>`_.
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#. Navigate to :guilabel:`More`.
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#. Click on :guilabel:`Validate document` and scan the QR code.
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#. Review results.
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