NextERP/documentation
5
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

[IMP] l10n_pe: eCommerce electronic invoicing

Browse Source 
Add new section for eCommerce Functionality starting Odoo17+

Section will be display after the “Guía de entrega electrónica 2.0” menu with the same hierarchy

Pictures on shared folder: https://drive.google.com/drive/folders/1fDgPxJFOpesZrkE3TsaOytDIOT0OW9Cf?usp=sharing

closes odoo/documentation#10900

X-original-commit: 7340391b78
Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
Co-authored-by: dade-odoo <87431108+dade-odoo@users.noreply.github.com>
Co-authored-by: auva-odoo <128469033+auva-odoo@users.noreply.github.com>
This commit is contained in:
gmz-odoo 2024-07-31 23:12:44 +00:00 committed by Audrey (auva)
parent d86939c74d
commit 3e2798a4b5
1 changed files with 67 additions and 7 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

74
content/applications/finance/fiscal_localizations/peru.rst
View File

@ -83,7 +83,7 @@ The chart of accounts for Peru is based on the most updated version of the :abbr
Contable General Empresarial)`, which is grouped in several categories and is compatible with NIIF
accounting.
.. _peru/accounting-settings:
.. _peru-accounting-settings:
Accounting Settings
-------------------
@ -246,7 +246,7 @@ directly to its services and get the currency rate either automatically or manua
Please refer to the next section in our documentation for more information about
:doc:`multicurrencies <../accounting/get_started/multi_currency>`.
.. _peru/master_data:
.. _peru-master_data:
Configure Master data
---------------------
@ -320,7 +320,7 @@ document types available in Peru. By default, all the sales journals created use
Electronic Data Interchange
***************************
This section indicates which EDI workflow is used in the invoice, for Peru we must select
This section indicates which EDI workflow is used in the invoice, for Peru we must select
“Peru UBL 2.1”.
.. image:: peru/peru-journal-edi.png
@ -407,6 +407,8 @@ OSE and the SUNAT. The following message is displayed at the top of the invoice:
Asynchronous means that the document is not sent automatically after the invoice has been posted.
.. _peru-electronic-invoice-status:
Electronic Invoice Status
*************************
@ -454,7 +456,6 @@ If a validation error is received, you have two options:
:align: center
:alt: List of common errors on invoices
For more detail please refert to `Common errors in SUNAT
<https://www.nubefact.com/codigos-error-sunat/>`_.
@ -598,7 +599,7 @@ you can also create debit Notes. For this just use the button “Add Debit Note
By default the Debit Note is set in the document type.
.. _peru/edg:
.. _peru-edg:
Electronic delivery guide 2.0
-----------------------------
@ -705,8 +706,8 @@ Configuration
:guilabel:`l10n_pe` modules.
- A second user **must** be added for the creation of electronic documents.
After following the steps to configure the :ref:`electronic invoicing <peru/accounting-settings>`
and the :ref:`master data <peru/master_data>`, :ref:`install <general/install>` the
After following the steps to configure the :ref:`electronic invoicing <peru-accounting-settings>`
and the :ref:`master data <peru-master_data>`, :ref:`install <general/install>` the
:guilabel:`Peruvian - Electronic Delivery Note 2.0` module (`l10n_pe_edi_stock_20`).
Next, you need to retrieve the *client ID* and *client secret* from |SUNAT|. To do so, follow the
@ -870,3 +871,62 @@ Common errors
Odoo currently throws an error with a traceback instead of a message that the credentials are not
correctly configured in the database. If this occurs on your database, please verify your
credentials.
eCommerce electronic invoicing
------------------------------
First, :ref:`install <general/install>` the **Peruvian eCommerce** (`l10n_pe_website_sale`) module.
The **Peruvian eCommerce** module enables the features and configurations to:
- allow clients to create online accounts for **eCommerce** purposes;
- support required fiscal fields in the **eCommerce** application;
- receive payments for sales orders online;
- generate electronic documents from the **eCommerce** application.
.. note::
The **Peruvian eCommerce** module is dependent on the previous installation of the
**Invoicing** or **Accounting** app, as well as the **Website** app.
.. _peru-ecommerce-configuration:
Configuration
~~~~~~~~~~~~~
After configuring the Peruvian :ref:`electronic invoicing <peru-accounting-settings>` flow, complete
the following configurations for the **eCommerce** flow:
- :ref:`Client account registration <checkout-sign>`;
- :ref:`Automatic invoice <handling/legal>`;
- :doc:`../../websites/ecommerce/products`: Set the :guilabel:`Invoicing Policy` to
:guilabel:`Ordered quantities` and define the desired :guilabel:`Customer taxes`.
- :doc:`../payment_providers`;
- :doc:`../../websites/ecommerce/checkout_payment_shipping/shipping`: For each shipping method, set
the :guilabel:`Provider` field to :guilabel:`Fixed Price`. Then, set a :guilabel:`Fixed Price`
amount greater than `0.00` (not zero), as the shipping method price is added to the invoice line.
.. note::
- `Mercado Pago <https://www.mercadopago.com/>`_ is an online payment provider supported in Odoo
that covers several countries, currencies, and payment methods in Latin America.
- Make sure to define a :guilabel:`Sales Price` on the :guilabel:`Delivery Product` of the
shipping method to prevent errors when validating the invoice with |SUNAT|.
- To offer free delivery, manually remove the :guilabel:`Delivery Product`, or at least use
`$0.01` (one cent) for the invoice to be validated with SUNAT.
.. seealso::
:doc:`Set up the Mercado Pago payment provider. <../payment_providers/mercado_pago>`
Invoicing flow for eCommerce
~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Once the :ref:`configurations <peru-ecommerce-configuration>` are all set, fiscal input fields will
be available during the checkout process for signed-in customers.
When customers enter their fiscal data at checkout and complete a successful purchase, the invoice
is generated with the corresponding |EDI| elements. The document type (Boleta/Factura) is selected
based on their tax ID (RUC/DNI). The invoice must then :ref:`be sent to the OSE and the SUNAT
<peru-electronic-invoice-status>`. By default, all published invoices are sent once a day through
a scheduled action, but you can also send each invoice manually if needed.
Once the invoice is validated with |SUNAT|, customers can download the :file:`.zip` with the CDR,
XML, and PDF files directly from the customer portal by clicking the :guilabel:`Download` button.