[IMP] accounting: peppol
In 17.0 we have introduced some additional features in Peppol: - switching between the demo mode/test mode/live - better UI that allows fetch peppol message status, new documents, etc from the accounting dashboard - peppol ready filter to filter customer invoices that are ready to be sent via peppol part of: task-3614809 closes odoo/documentation#7304 Signed-off-by: Audrey Vandromme (auva) <auva@odoo.com>
@ -124,8 +124,14 @@ If not done yet, :ref:`install <general/install>` the :guilabel:`Peppol` module
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Registration
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------------
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Go to :menuselection:`Accounting --> Configuration --> Settings`, tick the :guilabel:`Use PEPPOL
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Invoicing` checkbox, and fill in the following information:
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Go to :menuselection:`Accounting --> Configuration --> Settings`. If you do not have the
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Peppol module installed, first tick the :guilabel:`Enable PEPPOL` checkbox and then **manually
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save**.
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.. image:: electronic_invoicing/peppol-install.png
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:alt: Peppol module installation
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Fill in the following information:
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- :guilabel:`Peppol EAS`. This is the Peppol Electronic Address Scheme and usually depends on your
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company's country. Odoo often prefills this with the most commonly used EAS code in your country.
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@ -145,14 +151,21 @@ previous provider.
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.. image:: electronic_invoicing/peppol-settings.png
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:alt: Configuration for peppol
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Finally, click on :guilabel:`Validate registration`.
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Finally, click :guilabel:`Validate registration`. If you want to explore or demo Peppol, you can
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choose to register in :guilabel:`Demo` mode. Otherwise, select :guilabel:`Live`.
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.. image:: electronic_invoicing/peppol-demo-mode.png
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:alt: Peppol demo mode selection
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.. note::
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When testing Peppol, the system parameter `account_peppol.edi.mode` can be changed to `test`.
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Then, the registration occurs on the test server.
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Then, a radio button appears with the option to register on the test server.
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.. image:: electronic_invoicing/peppol-system-parameter.png
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:alt: Peppol test mode
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:alt: Peppol test mode parameter
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.. image:: electronic_invoicing/peppol-test-mode-settings.png
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:alt: Peppol test mode selection
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Now, you can request a verification code to be sent to you by clicking :guilabel:`Verify phone
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number`.
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@ -205,6 +218,10 @@ is set to Valid.
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While Odoo prefills both the EAS code and the Endpoint number based on the information available
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for a contact, it is better to confirm these details directly with the contact.
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It is possible to verify the Peppol participant status of several customers at once.
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To do so, go to :menuselection:`Accounting --> Customers --> Customers` and switch to the list view.
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Select the customers you want to verify and then click :menuselection:`Actions --> Verify Peppol`.
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Send invoices
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-------------
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@ -216,6 +233,13 @@ invoice form. To queue multiple invoices, select them in the list view and click
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.. image:: electronic_invoicing/peppol-send-print.png
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:alt: Send peppol invoice
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Posted invoices that can be sent via Peppol are marked as :guilabel:`Peppol Ready`.
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To display them, use the :guilabel:`Peppol Ready` filter or access the Accounting dashboard and
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click :guilabel:`Peppol ready invoices` on the corresponding sales journal.
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.. image:: electronic_invoicing/peppol-ready-invoices.png
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:alt: Filter Peppol ready invoices
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Once the invoices are sent via Peppol, the status is changed to :guilabel:`Processing`. The
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status is changed to `Done` after they have been successfully delivered to the contact's Access
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Point.
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@ -228,6 +252,13 @@ Point.
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it displayed by selecting it from the optional columns, accessible from the top right corner of
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the Invoices list view.
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A cron runs regularly to check the status of these invoices. It is possible to check the status
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before the cron runs by clicking :guilabel:`Fetch Peppol invoice status` in the corresponding
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sales journal on the Accounting dashboard.
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.. image:: electronic_invoicing/peppol-fetch-message-status.png
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:alt: Fetch invoice Peppol status
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Receive vendor bills
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--------------------
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@ -237,3 +268,10 @@ drafts.
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.. image:: electronic_invoicing/peppol-receive-bills.png
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:alt: peppol receive bills
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If you want to retrieve incoming Peppol documents before the cron runs, you can do so from the
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Accounting dashboard on the main Peppol purchase journal that you set up in the settings. Just click
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:guilabel:`Fetch from Peppol`.
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.. image:: electronic_invoicing/peppol-fetch-bills.png
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:alt: Fetch bills from Peppol
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