diff --git a/locale/de/LC_MESSAGES/administration.po b/locale/de/LC_MESSAGES/administration.po index c8b2ff184..c5bb90370 100644 --- a/locale/de/LC_MESSAGES/administration.po +++ b/locale/de/LC_MESSAGES/administration.po @@ -6,23 +6,22 @@ # Translators: # Friederike Fasterling-Nesselbosch, 2022 # Leon Grill , 2022 -# philku79 , 2022 # Thorsten Vocks , 2022 # Johannes Croe , 2022 # Yannick Stahl, 2023 # MIRIAM SOPHIE KELLER, 2023 # Martin Trigaux, 2023 -# Wil Odoo, 2023 # Larissa Manderfeld, 2023 +# Wil Odoo, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2022-03-18 14:59+0000\n" -"Last-Translator: Larissa Manderfeld, 2023\n" +"Last-Translator: Wil Odoo, 2023\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -1049,7 +1048,6 @@ msgid "" msgstr "" #: ../../content/administration/install/deploy.rst:398 -#: ../../content/administration/upgrade.rst:122 msgid "Todo" msgstr "Zu erledigen" @@ -1714,8 +1712,9 @@ msgstr "" #: ../../content/administration/install/online.rst:14 #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 -#: ../../content/administration/maintain/supported_versions.rst:31 -#: ../../content/administration/upgrade/odoo_online.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:29 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "Odoo Online" @@ -3775,9 +3774,10 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:171 #: ../../content/administration/maintain/domain_names.rst:250 -#: ../../content/administration/maintain/supported_versions.rst:32 +#: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:3 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "Odoo.sh" @@ -5813,7 +5813,7 @@ msgstr ":ref:`odoo_online/users`" #: ../../content/administration/odoo_sh/getting_started/branches.rst:293 #: ../../content/administration/odoo_sh/getting_started/settings.rst:77 #: ../../content/administration/odoo_sh/getting_started/settings.rst:113 -#: ../../content/administration/upgrade.rst:10 +#: ../../content/administration/upgrade.rst:3 msgid "Upgrade" msgstr "Aktualisieren" @@ -5823,11 +5823,9 @@ msgstr "Führen Sie ein Upgrade der Datenbank durch." #: ../../content/administration/maintain/odoo_online.rst:33 msgid "" -"For more information about the upgrade process, check out the :doc:`Odoo " -"Online upgrade documentation <../upgrade/odoo_online>`." +"For more information about the upgrade process, check out the :ref:`Odoo " +"Online upgrade documentation `." msgstr "" -"Weitere Informationen über den Upgrade-Prozess finden Sie in der :doc:`Odoo-" -"Online-Upgrade-Dokumentation <../upgrade/odoo_online>`." #: ../../content/administration/maintain/odoo_online.rst:39 msgid "Duplicate" @@ -6335,12 +6333,11 @@ msgstr "" " erzeugen. Sie können sie dann einfach wie jeden anderen Datensatz ersetzen," " indem Sie auf sie klicken und die Schaltfläche „Bearbeiten“ verwenden." -#: ../../content/administration/maintain/supported_versions.rst:6 -#: ../../content/administration/upgrade.rst:208 +#: ../../content/administration/maintain/supported_versions.rst:7 msgid "Supported versions" msgstr "Unterstützte Versionen" -#: ../../content/administration/maintain/supported_versions.rst:8 +#: ../../content/administration/maintain/supported_versions.rst:9 msgid "" "Odoo provides support and bug fixing **for the 3 last major versions** of " "Odoo." @@ -6348,7 +6345,7 @@ msgstr "" "Odoo bietet Support und Fehlerbehebung **für die 3 letzten Hauptversionen** " "von Odoo." -#: ../../content/administration/maintain/supported_versions.rst:11 +#: ../../content/administration/maintain/supported_versions.rst:12 msgid "" "Odoo releases intermediary versions called **Online versions** on the " ":doc:`Odoo Online ` hosting every two months. Odoo Online users" @@ -6358,7 +6355,7 @@ msgstr "" "Versionen**, auf dem :doc:`Odoo-Online `-Hosting. Benutzer von Odoo Online " "können dann von den neuesten Funktionen von Odoo profitieren." -#: ../../content/administration/maintain/supported_versions.rst:15 +#: ../../content/administration/maintain/supported_versions.rst:16 msgid "" "Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` " "them regularly." @@ -6366,58 +6363,53 @@ msgstr "" "Admins von Odoo-Online-Datenbank sollten regelmäßig ein :doc:`Upgrade " "<../upgrade>` durchführen." -#: ../../content/administration/maintain/supported_versions.rst:16 +#: ../../content/administration/maintain/supported_versions.rst:17 msgid "" "Online versions are *not* released for Odoo.sh and On-Premise installations." msgstr "" "Online-Versionen werden *nicht* für Odoo.sh und On-Premise-Installationen " "freigegeben." -#: ../../content/administration/maintain/supported_versions.rst:17 +#: ../../content/administration/maintain/supported_versions.rst:18 msgid "Online versions are listed below as *SaaS*." msgstr "Online-Versionen werden hierunter als *SaaS* aufgelistet." #: ../../content/administration/maintain/supported_versions.rst:20 -msgid "What's the support status of my Odoo?" -msgstr "Welches Supportlevel hat mein Odoo?" - -#: ../../content/administration/maintain/supported_versions.rst:22 msgid "This matrix shows the support status of every version." msgstr "Diese Tabelle zeigt den Supportlevel jeder Version." -#: ../../content/administration/maintain/supported_versions.rst:24 +#: ../../content/administration/maintain/supported_versions.rst:22 msgid "**Major releases are in bold type.**" msgstr "" "**Hauptversionen sind in Fettdruck \n" "**" -#: ../../content/administration/maintain/supported_versions.rst:33 -#: ../../content/administration/upgrade/on_premise.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:31 msgid "On-Premise" msgstr "On-Premise" -#: ../../content/administration/maintain/supported_versions.rst:34 +#: ../../content/administration/maintain/supported_versions.rst:32 msgid "Release date" msgstr "Veröffentlichungsdatum" -#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:33 msgid "End of support" msgstr "Support-Ende" -#: ../../content/administration/maintain/supported_versions.rst:36 -msgid "Odoo saas~16.4" -msgstr "Odoo saas~16.4" +#: ../../content/administration/maintain/supported_versions.rst:34 +msgid "**Odoo 17.0**" +msgstr "" +#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:36 #: ../../content/administration/maintain/supported_versions.rst:37 -#: ../../content/administration/maintain/supported_versions.rst:61 -#: ../../content/administration/maintain/supported_versions.rst:62 -#: ../../content/administration/maintain/supported_versions.rst:63 -#: ../../content/administration/maintain/supported_versions.rst:79 -#: ../../content/administration/maintain/supported_versions.rst:80 -#: ../../content/administration/maintain/supported_versions.rst:81 +#: ../../content/administration/maintain/supported_versions.rst:41 +#: ../../content/administration/maintain/supported_versions.rst:65 +#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:67 +#: ../../content/administration/maintain/supported_versions.rst:83 +#: ../../content/administration/maintain/supported_versions.rst:84 #: ../../content/administration/maintain/supported_versions.rst:85 -#: ../../content/administration/maintain/supported_versions.rst:86 -#: ../../content/administration/maintain/supported_versions.rst:87 #: ../../content/administration/odoo_sh/getting_started/settings.rst:58 #: ../../content/administration/odoo_sh/getting_started/settings.rst:59 #: ../../content/administration/odoo_sh/getting_started/settings.rst:62 @@ -6449,169 +6441,172 @@ msgid "|green|" msgstr "|green|" #: ../../content/administration/maintain/supported_versions.rst:38 +#: ../../content/administration/maintain/supported_versions.rst:93 +msgid "November 2023" +msgstr "" + #: ../../content/administration/maintain/supported_versions.rst:39 -#: ../../content/administration/maintain/supported_versions.rst:44 -#: ../../content/administration/maintain/supported_versions.rst:45 -#: ../../content/administration/maintain/supported_versions.rst:50 -#: ../../content/administration/maintain/supported_versions.rst:51 -#: ../../content/administration/maintain/supported_versions.rst:56 -#: ../../content/administration/maintain/supported_versions.rst:57 -#: ../../content/administration/maintain/supported_versions.rst:68 -#: ../../content/administration/maintain/supported_versions.rst:69 -#: ../../content/administration/maintain/supported_versions.rst:74 -#: ../../content/administration/maintain/supported_versions.rst:75 +msgid "November 2026 (planned)" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:40 +msgid "Odoo saas~16.4" +msgstr "Odoo saas~16.4" + +#: ../../content/administration/maintain/supported_versions.rst:42 +#: ../../content/administration/maintain/supported_versions.rst:43 +#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:49 +#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:55 +#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:61 +#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:73 +#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:79 msgid "N/A" msgstr "Nicht verfügbar" -#: ../../content/administration/maintain/supported_versions.rst:40 +#: ../../content/administration/maintain/supported_versions.rst:44 msgid "August 2023" msgstr "August 2023" -#: ../../content/administration/maintain/supported_versions.rst:42 +#: ../../content/administration/maintain/supported_versions.rst:46 msgid "Odoo saas~16.3" msgstr "Odoo saas~16.3" -#: ../../content/administration/maintain/supported_versions.rst:43 -#: ../../content/administration/maintain/supported_versions.rst:49 -#: ../../content/administration/maintain/supported_versions.rst:55 -#: ../../content/administration/maintain/supported_versions.rst:67 -#: ../../content/administration/maintain/supported_versions.rst:73 +#: ../../content/administration/maintain/supported_versions.rst:47 +#: ../../content/administration/maintain/supported_versions.rst:53 +#: ../../content/administration/maintain/supported_versions.rst:59 +#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:89 +#: ../../content/administration/maintain/supported_versions.rst:90 #: ../../content/administration/maintain/supported_versions.rst:91 -#: ../../content/administration/maintain/supported_versions.rst:92 -#: ../../content/administration/maintain/supported_versions.rst:93 +#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:96 +#: ../../content/administration/maintain/supported_versions.rst:97 +#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:102 +#: ../../content/administration/maintain/supported_versions.rst:103 msgid "|red|" msgstr "|red|" -#: ../../content/administration/maintain/supported_versions.rst:46 +#: ../../content/administration/maintain/supported_versions.rst:50 msgid "June 2023" msgstr "June 2023" -#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:52 msgid "Odoo saas~16.2" msgstr "Odoo saas~16.2" -#: ../../content/administration/maintain/supported_versions.rst:52 +#: ../../content/administration/maintain/supported_versions.rst:56 msgid "March 2023" msgstr "March 2023" -#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:58 msgid "Odoo saas~16.1" msgstr "Odoo saas~16.1" -#: ../../content/administration/maintain/supported_versions.rst:58 +#: ../../content/administration/maintain/supported_versions.rst:62 msgid "February 2023" msgstr "February 2023" -#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:64 msgid "**Odoo 16.0**" msgstr "**Odoo 16.0**" -#: ../../content/administration/maintain/supported_versions.rst:64 -#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:68 +#: ../../content/administration/maintain/supported_versions.rst:99 msgid "October 2022" msgstr "October 2022" -#: ../../content/administration/maintain/supported_versions.rst:65 -msgid "October 2025 (planned)" -msgstr "October 2025 (planned)" +#: ../../content/administration/maintain/supported_versions.rst:69 +msgid "November 2025 (planned)" +msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:70 msgid "Odoo saas~15.2" msgstr "Odoo saas~15.2" -#: ../../content/administration/maintain/supported_versions.rst:70 +#: ../../content/administration/maintain/supported_versions.rst:74 msgid "March 2022" msgstr "March 2022" -#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:75 msgid "January 2023" msgstr "January 2023" -#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:76 msgid "Odoo saas~15.1" msgstr "Odoo saas~15.1" -#: ../../content/administration/maintain/supported_versions.rst:76 +#: ../../content/administration/maintain/supported_versions.rst:80 msgid "February 2022" msgstr "February 2022" -#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:81 msgid "July 2022" msgstr "July 2022" -#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:82 msgid "**Odoo 15.0**" msgstr "**Odoo 15.0**" -#: ../../content/administration/maintain/supported_versions.rst:82 +#: ../../content/administration/maintain/supported_versions.rst:86 msgid "October 2021" msgstr "October 2021" -#: ../../content/administration/maintain/supported_versions.rst:83 -msgid "October 2024 (planned)" -msgstr "October 2024 (planned)" +#: ../../content/administration/maintain/supported_versions.rst:87 +msgid "November 2024 (planned)" +msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:84 +#: ../../content/administration/maintain/supported_versions.rst:88 msgid "**Odoo 14.0**" msgstr "**Odoo 14.0**" -#: ../../content/administration/maintain/supported_versions.rst:88 +#: ../../content/administration/maintain/supported_versions.rst:92 msgid "October 2020" msgstr "October 2020" -#: ../../content/administration/maintain/supported_versions.rst:89 -msgid "November 2023 (planned)" -msgstr "November 2023 (planned)" - -#: ../../content/administration/maintain/supported_versions.rst:90 +#: ../../content/administration/maintain/supported_versions.rst:94 msgid "**Odoo 13.0**" msgstr "**Odoo 13.0**" -#: ../../content/administration/maintain/supported_versions.rst:94 +#: ../../content/administration/maintain/supported_versions.rst:98 msgid "October 2019" msgstr "October 2019" -#: ../../content/administration/maintain/supported_versions.rst:99 +#: ../../content/administration/maintain/supported_versions.rst:100 +msgid "Older versions" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:104 +msgid "Before 2019" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:105 +msgid "Before 2022" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:107 +msgid "Legend" +msgstr "Legende" + +#: ../../content/administration/maintain/supported_versions.rst:109 msgid "|green| Supported version" msgstr "|green| Supported version" -#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:111 msgid "|red| End-of-support" msgstr "|red| End-of-support" -#: ../../content/administration/maintain/supported_versions.rst:103 +#: ../../content/administration/maintain/supported_versions.rst:113 msgid "N/A Never released for this platform" msgstr "Nicht verfügbar Nie für diese Plattform veröffentlicht" -#: ../../content/administration/maintain/supported_versions.rst:105 -msgid "🏁 Future version, not released yet" -msgstr "🏁 Zukünftige Version, noch nicht veröffentlicht" - #: ../../content/administration/maintain/supported_versions.rst:116 -msgid "I run an older version of Odoo/OpenERP/TinyERP" -msgstr "Ich habe eine ältere Version von Odoo/OpenERP/TinyERP" - -#: ../../content/administration/maintain/supported_versions.rst:118 -msgid "" -"Odoo 12.0, 11.0, 10.0, 9.0, and 8.0 are not supported anymore, on any " -"platform." -msgstr "" -"Odoo 12.0, 11.0, 10.0, 9.0 und 8.0 werden auf keiner Plattform mehr " -"unterstützt." - -#: ../../content/administration/maintain/supported_versions.rst:120 -msgid "" -"OpenERP 7.0, 6.1, 6.0 and 5.0 are not supported anymore, on any platform." -msgstr "" -"OpenERP 7.0, 6.1, 6.0 und 5.0 werden auf keiner Plattform mehr unterstützt." - -#: ../../content/administration/maintain/supported_versions.rst:122 -msgid "" -"TinyERP 4.0, 3.0, 2.0 and 1.0 are not supported anymore, on any platform." -msgstr "" -"TinyERP 4.0, 3.0, 2.0 und 1.0 werden auf keiner Plattform mehr unterstützt." - -#: ../../content/administration/maintain/supported_versions.rst:124 msgid "" "Even though we don't support older versions, you can always `upgrade from " "any version `_." @@ -6989,7 +6984,6 @@ msgstr "Containers" #: ../../content/administration/odoo_sh/getting_started/settings.rst:6 #: ../../content/administration/odoo_sh/getting_started/status.rst:6 #: ../../content/administration/odoo_sh/overview.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:8 msgid "Overview" msgstr "Übersicht" @@ -8352,8 +8346,8 @@ msgid "Available for production and staging branches for valid projects." msgstr "Verfügbar für Produktions- und Staging-Zweige für gültige Projekte" #: ../../content/administration/odoo_sh/getting_started/branches.rst:298 -msgid ":doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`" -msgstr ":doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`" +msgid ":doc:`Upgrade documentation <../../upgrade>`" +msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:303 #: ../../content/administration/odoo_sh/getting_started/settings.rst:3 @@ -11100,1720 +11094,277 @@ msgstr "" "Die Dokumentation wird Ihnen helfen, Ihr Odoo.sh-Projekt in kürzester Zeit " "in Betrieb zu nehmen." +#: ../../content/administration/upgrade.rst:5 +msgid "" +"An upgrade is the process of moving your database from an older version to a" +" newer :doc:`supported version ` (e.g., Odoo " +"14.0 to Odoo 16.0). Frequently upgrading is essential as each version comes " +"with new and improved features, bug fixes, and security patches." +msgstr "" + +#: ../../content/administration/upgrade.rst:13 +msgid "" +"The Rolling Release process allows Odoo Online customers to upgrade their " +"database directly from a message prompt sent to the database administrator " +"as soon as a new version is released. The invitation to upgrade is only sent" +" if no issues are detected during the automatic tests." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "The upgrade message prompt on the top right of the database" +msgstr "" + #: ../../content/administration/upgrade.rst:20 msgid "" -"An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo " -"15.0)." +"It is strongly recommended to manually :ref:`test the upgrade first " +"`. Clicking :guilabel:`I want to test first` redirects" +" to `the database manager `_, where it " +"is possible to request an upgraded test database and check it for any " +"discrepancies." msgstr "" -"Ein Upgrade ist der Wechsel zu einer neueren Odoo-Version (z. B. Odoo 14.0 " -"zu Odoo 15.0)." - -#: ../../content/administration/upgrade.rst:22 -msgid "An upgrade does not cover:" -msgstr "Folgendes beinhaltet ein Upgrade nicht:" - -#: ../../content/administration/upgrade.rst:24 -msgid "" -"Changing :ref:`editions ` (i.e., Community to " -"Enterprise edition)" -msgstr "" -"Wechsel der :ref:`Editionen ` (z. B. Community-" -" zur Enterprise-Edition)" #: ../../content/administration/upgrade.rst:25 msgid "" -"Switching :ref:`hosting type ` (i.e., On-" -"Premise to Odoo Online or Odoo.sh)" +"It is **not** recommended to click :guilabel:`Upgrade Now` without testing " +"first, as it immediately triggers the live production database upgrade." msgstr "" -"Wechsel des :ref:`Hostingtyps ` (z. B: On-" -"Premise zu Odoo Online oder Odoo.sh)" -#: ../../content/administration/upgrade.rst:27 -msgid "Migration from another ERP to Odoo" -msgstr "Migration aus eines anderen ERP zu Odoo" +#: ../../content/administration/upgrade.rst:28 +msgid "" +"If the Rolling Release process detects an issue with the upgrade, it will be" +" deactivated until the issue is resolved." +msgstr "" -#: ../../content/administration/upgrade.rst:29 -#: ../../content/administration/upgrade.rst:148 -#: ../../content/administration/upgrade.rst:259 -#: ../../content/administration/upgrade/faq.rst:81 -#: ../../content/administration/upgrade/faq.rst:92 -#: ../../content/administration/upgrade/faq.rst:119 -msgid "|assistance-contact|" -msgstr "|assistance-contact|" +#: ../../content/administration/upgrade.rst:31 +msgid "An upgrade does not cover:" +msgstr "Folgendes beinhaltet ein Upgrade nicht:" -#: ../../content/administration/upgrade.rst:32 -msgid ":ref:`upgrade/sla`" -msgstr ":ref:`upgrade/sla`" +#: ../../content/administration/upgrade.rst:33 +msgid "Downgrading to a previous version of Odoo" +msgstr "" + +#: ../../content/administration/upgrade.rst:34 +msgid "" +":doc:`Switching editions ` (e.g., from Community to " +"Enterprise)" +msgstr "" + +#: ../../content/administration/upgrade.rst:35 +msgid "" +":doc:`Changing hosting type ` " +"(e.g., from on-premise to Odoo Online)" +msgstr "" #: ../../content/administration/upgrade.rst:37 -msgid "Process workflow" -msgstr "Arbeitsablauf" - -#: ../../content/administration/upgrade.rst:39 -msgid "The upgrade process in a nutshell:" -msgstr "Der Upgrade-Prozess in Kürze:" - -#: ../../content/administration/upgrade.rst:41 -msgid "You create a test upgrade request." -msgstr "Sie erstellen eine Test-Upgrade-Anfrage." - -#: ../../content/administration/upgrade.rst:42 -msgid "" -"Odoo processes the request automatically by running the database through an " -"upgrade script, which takes between 20 and 120 minutes." +msgid "Migrating from another ERP to Odoo" msgstr "" -"Odoo bearbeitet die Anfrage automatisch, indem es die Datenbank durch ein " -"Upgrade-Skript laufen lässt, was zwischen 20 und 120 Minuten dauert." -#: ../../content/administration/upgrade.rst:44 -msgid "Odoo delivers a test database." -msgstr "Odoo gibt eine Test-Datenbank aus." - -#: ../../content/administration/upgrade.rst:45 +#: ../../content/administration/upgrade.rst:40 msgid "" -"You test your database for possible discrepancies (see :ref:`upgrade/test-" -"guidance`)." +"If your database contains a **custom module**, you must first upgrade its " +"source code to be compatible with the new version of Odoo **before " +"upgrading**." msgstr "" -"Sie testen Ihre Datenbank auf mögliche Unstimmigkeiten (siehe " -":ref:`upgrade/test-guidance`)." -#: ../../content/administration/upgrade.rst:46 -msgid "" -"If there are any discrepancies, you report them to the Upgrade support team " -"via the help portal (see :ref:`upgrade/test-assistance`)." +#: ../../content/administration/upgrade.rst:47 +msgid "Upgrading in a nutshell" msgstr "" -"Wenn es Unstimmigkeiten gibt, melden Sie diese dem Upgrade-Support-Team über" -" das Hilfeportal (siehe :ref:`Upgrade/test-assistance`)." - -#: ../../content/administration/upgrade.rst:48 -msgid "We fix the issues and send you a new test database." -msgstr "Wir lösen die Probleme und senden Ihnen eine neue Test-Datenbank." #: ../../content/administration/upgrade.rst:49 msgid "" -"Once you have completed the testing and are happy with the result, you " -"decide on a date and time when you stop users from accessing Odoo, freeze " -"all data entries, and create an upgrade request for the production upgrade." +"Request an upgraded test database (see :ref:`obtaining an upgraded test " +"database `)." msgstr "" -"Sobald Sie die Tests abgeschlossen haben und mit dem Ergebnis zufrieden " -"sind, legen Sie ein Datum und eine Uhrzeit fest, zu der Sie den Zugriff der " -"Benutzer auf Odoo stoppen, alle Dateneinträge einfrieren und eine Upgrade-" -"Anfrage für das Produktions-Upgrade erstellen." #: ../../content/administration/upgrade.rst:52 -msgid "Odoo delivers the production database through the automated process." -msgstr "" -"Odoo liefert die Produktionsdatenbank durch den automatisierten Prozess." - -#: ../../content/administration/upgrade.rst:53 msgid "" -"You restore it in your Production environment a few short hours later and " -"continue working on the newly upgraded database (this is done automatically " -"on Odoo Online)." +"Thoroughly test the upgraded database (see :ref:`testing the new version of " +"the database `)." msgstr "" -"Wenige Stunden später stellen Sie sie in Ihrer Produktionsumgebung wieder " -"her und arbeiten mit der neu aktualisierten Datenbank weiter (dies geschieht" -" bei Odoo Online automatisch)." -#: ../../content/administration/upgrade.rst:57 -msgid ":doc:`Upgrade process for Odoo Online `" -msgstr ":doc:`Upgrade-Prozess für Odoo Online `" +#: ../../content/administration/upgrade.rst:55 +msgid "" +"Report any issue encountered during the testing to Odoo via the `support " +"page `__." +msgstr "" #: ../../content/administration/upgrade.rst:58 -msgid ":doc:`Upgrade process for Odoo.sh `" -msgstr ":doc:`Upgrade-Prozess für Odoo.sh `" +msgid "" +"(If applicable) : upgrade the source code of your custom module to be " +"compatible with the new version of Odoo." +msgstr "" -#: ../../content/administration/upgrade.rst:59 -msgid ":doc:`Upgrade process for On-Premise `" -msgstr ":doc:`Upgrade-Prozess für On-Premise `" +#: ../../content/administration/upgrade.rst:61 +msgid "" +"Once all issues are resolved and you are confident that the upgraded " +"database can be used as your main database without any issues, plan the " +"upgrade of your production database." +msgstr "" #: ../../content/administration/upgrade.rst:64 -msgid "Testing" -msgstr "Softwaretest" - -#: ../../content/administration/upgrade.rst:66 msgid "" -"This phase allows you to review an upgraded version of your database without" -" affecting your production database in any way. We suggest that you run the " -"test upgrade process at least once, but you can do it as many times as you " -"need (one at a time)." +"Request the upgrade for the production database, rendering it unavailable " +"for the time it takes to complete the process (see :ref:`upgrading the " +"production database `)." msgstr "" -"In dieser Phase können Sie eine aktualisierte Version Ihrer Datenbank " -"testen, ohne dass Ihre Produktionsdatenbank in irgendeiner Weise " -"beeinträchtigt wird. Wir empfehlen Ihnen, den Test-Upgrade-Prozess " -"mindestens einmal durchzuführen, aber Sie können ihn so oft wie nötig " -"wiederholen (nacheinander)." -#: ../../content/administration/upgrade.rst:70 +#: ../../content/administration/upgrade.rst:67 msgid "" -"Once you receive your upgraded test database, check that all data, " -"processes, and functionality are still correct and working as expected." +"Report any issue encountered during the upgrade to Odoo via the `support " +"page `__." msgstr "" -"Sobald Sie Ihre aktualisierte Testdatenbank erhalten haben, überprüfen Sie, " -"ob alle Daten, Prozesse und Funktionen noch korrekt sind und wie erwartet " -"funktionieren." -#: ../../content/administration/upgrade.rst:73 -msgid "" -"If you do find discrepancies, :ref:`report your issues ` and :ref:`request a new test database ` when the reported issues are fixed in the upgrade script." +#: ../../content/administration/upgrade.rst:76 +msgid "Obtaining an upgraded test database" msgstr "" -"Wenn Sie Unstimmigkeiten feststellen, :ref:`melden Sie Ihre Probleme " -"` und :ref:`fragen Sie eine neue Testdatenbank " -"` an, wenn die gemeldeten Probleme im Upgrade-" -"Skript behoben sind." -#: ../../content/administration/upgrade.rst:77 +#: ../../content/administration/upgrade.rst:78 msgid "" -"If you do not find any discrepancies, you can move on to the upgrade of your" -" production database." +"The `Upgrade page `_ is the main platform for " +"requesting an upgraded database. However, depending on the hosting type, you" +" can upgrade from the command line (on-premise), the `Odoo Online database " +"manager `_, or your `Odoo.sh project " +"`_." msgstr "" -"Wenn Sie keine Unstimmigkeiten feststellen, können Sie mit dem Upgrade Ihrer" -" Produktionsdatenbank fortfahren." -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:84 msgid "" -"A test database is only intended for testing and remains completely " -"unrelated to your present or future production database. Any data you add, " -"or changes you make, will not be reflected in your upgraded production " -"database." +"The Upgrade platform follows the same `Privacy Policy " +"`_ as the other Odoo.com services. Visit the " +"`General Data Protection Regulation page `_ to " +"learn more about how Odoo handles your data and privacy." msgstr "" -"Eine Testdatenbank ist nur zu Testzwecken gedacht und hat nichts mit Ihrer " -"aktuellen oder zukünftigen Produktionsdatenbank zu tun. Alle Daten, die Sie " -"hinzufügen, oder Änderungen, die Sie vornehmen, werden in Ihrer " -"aktualisierten Produktionsdatenbank nicht berücksichtigt." - -#: ../../content/administration/upgrade.rst:85 -msgid "" -"Test databases are neutered and features are disabled to prevent them from " -"having an impact on the production database:" -msgstr "" -"Testdatenbanken werden neutralisiert und Funktionen werden deaktiviert, um " -"zu verhindern, dass sie sich auf die Produktionsdatenbank auswirken:" - -#: ../../content/administration/upgrade.rst:88 -msgid "" -"The serial number of the database is modified (to prevent it from sending " -"information as if it was the production database)." -msgstr "" -"Die Seriennummer der Datenbank wird geändert (um zu verhindern, dass sie " -"Informationen sendet, als ob sie die Produktionsdatenbank wäre)." - -#: ../../content/administration/upgrade.rst:90 -msgid "" -"The :ref:`base URL of the database ` is reset to " -"``http://localhost:8069`` and the email domain to ``localhost``." -msgstr "" -"Die :ref:`Basis-URL der Datenbank ` wird auf " -"``http://localhost:8069`` zurückgesetzt und die E-Mail-Domain auf " -"``localhost``." #: ../../content/administration/upgrade.rst:92 msgid "" -"Scheduled actions are disabled (the calendar synchronization, the bank " -"statement synchronization, the planned automated actions, the fetching of " -"incoming mail servers, etc.)." +"Odoo Online databases can be manually upgraded via the `database manager " +"`_." msgstr "" -"Geplante Aktionen sind deaktiviert (die Kalendersynchronisierung, die " -"Synchronisierung der Kontoauszüge, die geplanten automatischen Aktionen, das" -" Abrufen von Posteingangsservern usw.)." -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:95 msgid "" -"Outgoing mail servers are disabled by archiving the existing ones and adding" -" a fake/non-working one." +"The database manager displays all databases associated with the user's " +"account. Databases not on the most recent version of Odoo display an arrow " +"in a circle icon next to their name, indicating that they can be upgraded." msgstr "" -"Ausgangsmailserver werden deaktiviert, indem die vorhandenen Server " -"archiviert und ein gefälschter/nicht funktionierender Server hinzugefügt " -"wird." - -#: ../../content/administration/upgrade.rst:96 -msgid "Payment providers and delivery carriers are reset to test environment." -msgstr "" -"Zahlungsanbieter und Zustelldienste werden auf die Testumgebung " -"zurückgesetzt." - -#: ../../content/administration/upgrade.rst:97 -msgid "" -"Accounting localization Electronic Data Interchange (EDI) services are " -"disabled." -msgstr "" -"EDI-Dienste (Electronic Data Interchange) der Buchhaltungslokalisierung " -"werden deaktiviert." - -#: ../../content/administration/upgrade.rst:98 -msgid "A system parameter is set to tell the database has been neutered." -msgstr "" -"Ein Systemparameter ist eingestellt, um auszudrücken, dass die Datenbank " -"neutral ist." - -#: ../../content/administration/upgrade.rst:103 -msgid "Request a test database" -msgstr "Eine Testdatenbank anfragen" - -#: ../../content/administration/upgrade.rst:105 -msgid "" -"Follow the instructions available per hosting type on the `website form " -"`_ and select *Testing* purpose." -msgstr "" -"Folgen Sie den Anweisungen, die für jeden Hostingtyp auf dem `Website-" -"Formular `_ verfügbar sind, und wählen Sie den " -"Zweck *Testen*." - -#: ../../content/administration/upgrade.rst-1 -msgid "Selection of the \"Testing\" purpose in the upgrade form on Odoo" -msgstr "Auswahl des Zwecks „Test“ im Upgrade-Formular von Odoo" - -#: ../../content/administration/upgrade.rst:115 -msgid "Test guidance" -msgstr "Testanleitung" - -#: ../../content/administration/upgrade.rst:117 -msgid "" -"Every business and organization has its own operational needs and has to " -"test its specific Odoo database individually. We recommend you look at `the " -"test scenario " -"`_" -" for further information." -msgstr "" -"Jedes Unternehmen und jede Organisation hat seine eigenen betrieblichen " -"Anforderungen und muss seine spezifische Odoo-Datenbank individuell testen. " -"Wir empfehlen Ihnen, das `Testszenario " -"`_" -" für weitere Informationen zu lesen." - -#: ../../content/administration/upgrade.rst:122 -msgid "change link \"test scenario\" once the related doc is published" -msgstr "" -"Link „Testszenario“ ändern, sobald das entsprechende Dokument veröffentlicht" -" ist" - -#: ../../content/administration/upgrade.rst:127 -#: ../../content/administration/upgrade.rst:172 -msgid "Assistance" -msgstr "Pflege" - -#: ../../content/administration/upgrade.rst:129 -msgid "" -"If you encounter an issue in the **test database**, please get in touch with" -" Odoo Upgrade Support via the `Odoo Support page " -"`_." -msgstr "" -"Wenn Sie in der **Testdatenbank** auf ein Problem stoßen, wenden Sie sich " -"bitte an den Odoo-Upgrade-Support über die `Odoo-Supportseite " -"`_." - -#: ../../content/administration/upgrade.rst:132 -msgid "" -"Under the *Ticket Description* section, select *An issue related to my " -"upgrade* ticket type." -msgstr "" -"Wählen Sie unter dem Abschnitt *Ticketbeschreibung* den Ticket-Typ *Ein " -"Problem im Zusammenhang mit meinem Upgrade*." #: ../../content/administration/upgrade.rst:0 msgid "" -"Selection of \"An issue related to my upgrade\" as Ticket Type in the " -"support form on Odoo" +"The database manager with an upgrade button next to the name of a database." msgstr "" -"Auswahl von „Ein Problem im Zusammenhang mit meinem Upgrade“ als Tickettyp " -"im Support-Formular auf Odoo" -#: ../../content/administration/upgrade.rst:139 +#: ../../content/administration/upgrade.rst:102 msgid "" -"If you choose another *Ticket Description* type, the request will be " -"redirected to another team. This will slow down the processing and response " -"time." +"Click the **arrow in a circle** icon to start the upgrade process. In the " +"popup, fill in:" msgstr "" -"Wenn Sie eine andere Art der *Ticketbeschreibung* wählen, wird die Anfrage " -"an ein anderes Team weitergeleitet. Dies verlangsamt die Bearbeitung und die" -" Antwortzeit." -#: ../../content/administration/upgrade.rst:142 -#: ../../content/administration/upgrade.rst:185 +#: ../../content/administration/upgrade.rst:104 msgid "" -"Please provide as much detail as you can (i.e., videos and screenshots to " -"illustrate your issue). This will avoid clarifying questions and speed up " -"the resolution process significantly." +"The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -"Bitte geben Sie so viele Details wie möglich an (z. B. Videos und " -"Screenshots zur Veranschaulichung Ihres Problems). Dadurch werden klärende " -"Fragen vermieden und der Lösungsprozess erheblich beschleunigt." -#: ../../content/administration/upgrade.rst:146 +#: ../../content/administration/upgrade.rst:105 msgid "" -"The purpose of the test phase is not to correct existing data or " -"configurations in your database." +"The **email** address that should receive the link to the upgraded database" msgstr "" -"Der Zweck der Testphase besteht nicht darin, bestehende Daten oder " -"Konfigurationen in Ihrer Datenbank zu korrigieren." -#: ../../content/administration/upgrade.rst:153 -msgid "The production launch" -msgstr "Der Produktionszweig" - -#: ../../content/administration/upgrade.rst:155 -msgid "" -"The production upgrade request is when you decide to upgrade your current " -"database with all your production data (invoices, VAT returns, inventories, " -"current orders) to a new version of your choice." -msgstr "" -"Der Antrag auf ein Produktionsupgrade liegt vor, wenn Sie beschließen, Ihre " -"aktuelle Datenbank mit all Ihren Produktionsdaten (Rechnungen, " -"MwSt.-Erklärungen, Lagerbestände, laufende Aufträge) auf eine neue Version " -"Ihrer Wahl zu aktualisieren." - -#: ../../content/administration/upgrade.rst:159 -msgid "" -"After your :ref:`tests ` are completed to your " -"satisfaction, submit the request to upgrade your production database via our" -" `website form `_. Select *Production* purpose." -msgstr "" -"Nachdem Ihre :ref:`Tests ` zu Ihrer Zufriedenheit " -"abgeschlossen sind, reichen Sie den Antrag auf ein Upgrade Ihrer " -"Produktionsdatenbank über unser `Website-Formular " -"`_ ein. Wählen Sie den Zweck *Produktion*." - -#: ../../content/administration/upgrade.rst:164 -msgid "Going into production without first testing may lead to:" -msgstr "" -"Wenn Sie ohne vorherige Tests zum Produktionszweig übergehen, kann Folgendes" -" geschehen:" - -#: ../../content/administration/upgrade.rst:166 -msgid "" -"business interruptions (e.g., no longer having the possibility to validate " -"an action)" -msgstr "" -"Geschäftsunterbrechungen (z. B. keine Möglichkeit mehr, eine Maßnahme zu " -"validieren)" - -#: ../../content/administration/upgrade.rst:167 -msgid "" -"poor customer experiences (e.g., an eCommerce website that does not work " -"correctly)" -msgstr "" -"schlechte Kundenerfahrungen (z. B. eine E-Commerce-Website, die nicht " -"richtig funktioniert)" - -#: ../../content/administration/upgrade.rst:174 -msgid "" -"If you encounter issues or problems in the **production database**, please " -"get in touch with **Odoo Support**:" -msgstr "" -"Sollten Sie Probleme mit der **Produktionsdatenbank** haben, wenden Sie sich" -" bitte an den **Odoo Support**:" - -#: ../../content/administration/upgrade.rst:177 -msgid "Connect to our `Odoo Support page `_." -msgstr "" -"Gehen Sie zu unserer `Odoo-Support-Seite `_." - -#: ../../content/administration/upgrade.rst:178 -msgid "" -"Under the *Ticket Description* section, select the appropriate type related " -"to your issue but **do not select** the option *An issue related to my " -"upgrade*." -msgstr "" -"Wählen Sie unter dem Abschnitt *Ticketbeschreibung* den entsprechenden Typ " -"für Ihr Problem aus, aber **nicht** die Option *Ein Problem im Zusammenhang " -"mit meinem Upgrade*." - -#: ../../content/administration/upgrade.rst:182 -msgid "" -"After upgrading to production, the support will be provided by the Support " -"team instead of the Upgrade team." -msgstr "" -"Nach dem Upgrade auf die Produktion wird der Support vom Support-Team und " -"nicht vom Upgrade-Team geleistet." - -#: ../../content/administration/upgrade.rst:189 -msgid "" -"If you choose *An issue related to my upgrade* as ticket type, the request " -"will be redirected to another team than the support one and will slow down " -"the processing and response time." -msgstr "" -"Wenn Sie als Tickettyp *Ein Problem im Zusammenhang mit meinem Upgrade* " -"wählen, wird die Anfrage an ein anderes Team als das des Supports " -"weitergeleitet und verlangsamt die Bearbeitungs- und Reaktionszeit." - -#: ../../content/administration/upgrade.rst:195 -msgid "Help" -msgstr "Hilfe" - -#: ../../content/administration/upgrade.rst:200 -msgid "Contact our upgrade service support" -msgstr "Unseren Upgrade-Service-Support kontaktieren" - -#: ../../content/administration/upgrade.rst:202 -msgid "" -"Should you have any more questions about the upgrade, do not hesitate to " -"send a message to `Odoo Upgrade Team `_. We will be" -" happy to answer it as soon as possible." -msgstr "" -"Sollten Sie weitere Fragen zum Upgrade haben, zögern Sie nicht, eine " -"Nachricht an das `Odoo Upgrade-Team `_ zu senden. " -"Wir werden sie gerne so schnell wie möglich beantworten." - -#: ../../content/administration/upgrade.rst:210 -msgid "" -"Please note that Odoo provides support and bug fixing only for the three " -"last major versions of Odoo." -msgstr "" -"Bitte beachten Sie, dass Odoo Support und Fehlerbehebung nur für die drei " -"letzten Hauptversionen von Odoo anbietet." - -#: ../../content/administration/upgrade.rst:213 -msgid "" -"This is a factor to take into consideration before upgrading. If you are on " -"an older version, we suggest you to prefer the most recent version to " -"benefit from longer support (before having to upgrade again)." -msgstr "" -"Dies sollten Sie berücksichtigen, bevor Sie ein Upgrade durchführen. Wenn " -"Sie eine ältere Version verwenden, empfehlen wir Ihnen, die neueste Version " -"zu wählen, um von einem längeren Support zu profitieren (bevor Sie wieder " -"ein Upgrade durchführen müssen)." - -#: ../../content/administration/upgrade.rst:218 -msgid ":doc:`maintain/supported_versions`" -msgstr ":doc:`maintain/supported_versions`" - -#: ../../content/administration/upgrade.rst:223 -msgid "Service-level agreement (SLA)" -msgstr "Service-Level-Agreement (SLA)" - -#: ../../content/administration/upgrade.rst:225 -msgid "" -"With Odoo Enterprise, upgrading a database to the most recent version of " -"Odoo is **free**, including any support required to rectify potential " -"discrepancies in the upgraded database." -msgstr "" -"Mit Odoo Enterprise ist das Upgrade einer Datenbank auf die neueste Version " -"von Odoo **kostenlos**, einschließlich des erforderlichen Supports zur " -"Behebung möglicher Unstimmigkeiten in der aktualisierten Datenbank." - -#: ../../content/administration/upgrade.rst:228 -msgid "" -"Information about the upgrade services included in the Enterprise Licence is" -" available in the :ref:`Odoo Enterprise Subscription Agreement `. " -"However, this section clarifies what upgrade services you can expect." -msgstr "" -"Informationen über die in der Enterprise-Lizenz enthaltenen Upgrade-Services" -" finden Sie in der :ref:`Odoo-Enterprise-Abo-Vereinbarung`. In diesem " -"Abschnitt wird jedoch erläutert, welche Upgrade-Services Sie erwarten " -"können." - -#: ../../content/administration/upgrade.rst:233 -msgid "Upgrade services covered by the SLA" -msgstr "Von der SLA abgedeckte Upgrade-Services" - -#: ../../content/administration/upgrade.rst:235 -msgid "" -"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " -"self-hosted (On-Premise) can benefit from upgrade services at all times for:" -msgstr "" -"Datenbanken, die auf den Cloud-Plattformen von Odoo (Odoo Online und " -"Odoo.sh) gehostet werden oder selbst gehostet sind (On-Premise), können " -"jederzeit von den Upgrade-Services profitieren:" - -#: ../../content/administration/upgrade.rst:238 -msgid "the upgrade of all **standard applications**;" -msgstr "das Upgrade aller **Standardapps**;" - -#: ../../content/administration/upgrade.rst:239 -msgid "" -"the upgrade of all **customizations created with the Studio app**, as long " -"as Studio is still installed and the respective subscription is still " -"active; and" -msgstr "" -"das Upgrade aller **mit Studio erstellten Anpassungen**, vorausgesetzt " -"Studio ist noch installiert und das entsprechende Abonnement ist noch aktiv;" -" und" - -#: ../../content/administration/upgrade.rst:241 -msgid "" -"the upgrade of all **developments and customizations covered by a " -"maintenance of customizations subscription**." -msgstr "" -"das Upgrade aller **Entwicklungen und Anpassungen, die durch ein Abonnement " -"für die Wartung von Anpassungen abgedeckt sind**." - -#: ../../content/administration/upgrade.rst:244 -msgid "" -"Upgrade services are limited to the technical conversion and adaptation of a" -" database (standard modules and data) to make it compatible with the version" -" targeted by the upgrade." -msgstr "" -"Die Upgrade-Services beschränken sich auf die technische Konvertierung und " -"Anpassung einer Datenbank (Standardmodule und Daten), um sie mit der Version" -" kompatibel zu machen, auf die das Upgrade abzielt." - -#: ../../content/administration/upgrade.rst:248 -msgid "Upgrade services not covered by the SLA" -msgstr "Upgrade-Services, die nicht durch die SLA abgedeckt sind" - -#: ../../content/administration/upgrade.rst:250 -msgid "The following upgrade-related services are **not** included:" -msgstr "Die folgenden Upgrade-bezogenen Leistungen sind **nicht** enthalten:" - -#: ../../content/administration/upgrade.rst:252 -msgid "" -"the **cleaning** of pre-existing data and configurations while upgrading;" -msgstr "" -"die **Bereinigung** bereits vorhandener Daten und Konfigurationen während " -"des Upgrades;" - -#: ../../content/administration/upgrade.rst:253 -msgid "" -"the upgrade of **custom modules created in-house or by third parties**, " -"including Odoo partners;" -msgstr "" -"das Upgrade von **selbst erstellten oder von Dritten**, einschließlich Odoo-" -"Partnern, entwickelten Modulen;" - -#: ../../content/administration/upgrade.rst:254 -msgid "" -"lines of **code added to standard modules**, i.e., customizations created " -"outside the Studio app, code entered manually, and :ref:`automated actions " -"using Python code `; and" -msgstr "" -"Zeilen von **Code, der zu Standardmodulen** hinzugefügt wurde, d. h. " -"Anpassungen, die außerhalb der Studio-App erstellt wurden, manuell " -"eingegebener Code und :ref:`automatisierte Aktionen mit Python-Code " -"`; und" - -#: ../../content/administration/upgrade.rst:257 -msgid "**training** on using the upgraded version's features and workflows." -msgstr "" -"**Schulung** zur Verwendung der Funktionen und Arbeitsabläufe der " -"aktualisierten Version." - -#: ../../content/administration/upgrade.rst:262 -msgid ":doc:`Upgrade FAQ `" -msgstr ":doc:`FAQ zu Upgrades `" - -#: ../../content/administration/upgrade.rst:263 -msgid ":doc:`Odoo.sh documentation `" -msgstr ":doc:`Odoo.sh-Dokumentation `" - -#: ../../content/administration/upgrade.rst:264 -msgid ":doc:`Supported Odoo versions `" -msgstr ":doc:`Unterstützte Odoo-Versionen `" - -#: ../../content/administration/upgrade/faq.rst:8 -msgid "FAQ" -msgstr "FAQ" - -#: ../../content/administration/upgrade/faq.rst:13 -msgid "Why upgrade" -msgstr "Warum ein Upgrade?" - -#: ../../content/administration/upgrade/faq.rst:15 -msgid "" -"You benefit from the latest features of the :ref:`new major version " -"` released by Odoo." -msgstr "" -"Sie profitieren von den neuesten Funktionen der von Odoo veröffentlichten " -":ref:`neuen Hauptversion `." - -#: ../../content/administration/upgrade/faq.rst:17 -msgid "" -"If you are in an :ref:`unsupported version `, " -"you get a new version with support." -msgstr "" -"Wenn Sie sich in einer :ref:`nicht unterstützten Version ` befinden, erhalten Sie eine neue Version mit Unterstützung." - -#: ../../content/administration/upgrade/faq.rst:23 -msgid "When to upgrade" -msgstr "Wann ein Upgrade?" - -#: ../../content/administration/upgrade/faq.rst:25 -msgid "" -"Whenever you want. You can make your upgrade request as soon as a new " -"version is released or when your version turns unsupported, and you still " -"wish to enjoy support." -msgstr "" -"Wann immer Sie möchten. Sie können Ihr Upgrade beantragen, sobald eine neue " -"Version veröffentlicht wird oder wenn Ihre Version nicht mehr unterstützt " -"wird und Sie weiterhin Support in Anspruch nehmen möchten." - -#: ../../content/administration/upgrade/faq.rst:31 -msgid "Availability of the new version" -msgstr "Verfügbarkeit der neuen Version" - -#: ../../content/administration/upgrade/faq.rst:33 -msgid "" -"As soon as Odoo announces the release of a new major version, you can create" -" a test upgrade request to try the latest version. Please note that at this " -"point, the upgrade scripts will only have been tested with demo data. Please" -" report any issue you might encounter while testing via the `Odoo Support " -"page `_ and make sure to be happy with your test " -"version before requesting the upgrade of your database in production." -msgstr "" -"Sobald Odoo die Veröffentlichung einer neuen Hauptversion ankündigt, können " -"Sie eine Test-Upgrade-Anfrage erstellen, um die neueste Version zu testen. " -"Bitte beachten Sie, dass die Upgrade-Skripte zu diesem Zeitpunkt nur mit " -"Demo-Daten getestet wurden. Bitte melden Sie alle Probleme, auf die Sie beim" -" Testen stoßen, über die `Odoo-Support-Seite `_ " -"und stellen Sie sicher, dass Sie mit Ihrer Testversion zufrieden sind, bevor" -" Sie das Upgrade Ihrer Datenbank in der Produktion beantragen." - -#: ../../content/administration/upgrade/faq.rst:42 -msgid "Duration of the upgrade" -msgstr "Dauer des Upgrades" - -#: ../../content/administration/upgrade/faq.rst:44 -msgid "It is impossible to give time estimates for every upgrade request." -msgstr "" -"Es ist unmöglich, für jede Upgrade-Anfrage eine Zeitschätzung abzugeben." - -#: ../../content/administration/upgrade/faq.rst:46 -msgid "" -"In general, the \"smaller\" the database, the quickest the upgrade request " -"is completed. A single-user database that uses only CRM will be processed " -"faster than a multi-company, multi-user database that uses Accounting, " -"Sales, Purchase, and Manufacturing." -msgstr "" -"Im Allgemeinen gilt: Je „kleiner“ die Datenbank, desto schneller wird der " -"Upgrade-Antrag bearbeitet. Eine Datenbank mit einem Benutzer, die nur CRM " -"verwendet, wird schneller bearbeitet als eine Datenbank mit mehreren " -"Benutzern und Unternehmen, die Buchhaltung, Verkauf, Einkauf und Fertigung " -"verwendet." - -#: ../../content/administration/upgrade/faq.rst:50 -msgid "" -"You can expect the time it takes for the platform to upgrade the test " -"database to be similar to the production upgrade." -msgstr "" -"Sie können davon ausgehen, dass die Zeit, die die Plattform für das Upgrade " -"der Testdatenbank benötigt, ähnlich lang ist wie für das Upgrade der " -"Produktionsdatenbank." - -#: ../../content/administration/upgrade/faq.rst:56 -msgid "Duration of the upgrade project" -msgstr "Dauer des Upgrade-Projekts" - -#: ../../content/administration/upgrade/faq.rst:58 -msgid "" -"It depends on the user involvement (the time spent on testing, reporting " -"problems, etc.) and the issues encountered that might need to be addressed " -"by our technical team." -msgstr "" -"Das hängt von der Beteiligung der Benutzer (der Zeit, die für das Testen, " -"das Melden von Problemen usw. aufgewendet wird) und den aufgetretenen " -"Problemen ab, die möglicherweise von unserem technischen Team gelöst werden " -"müssen." - -#: ../../content/administration/upgrade/faq.rst:61 -msgid "So, in a nutshell, what can impact your upgrade lead time?" -msgstr "Kurz gesagt: Was kann die Dauer Ihres Upgrades beeinflussen?" - -#: ../../content/administration/upgrade/faq.rst:63 -msgid "Source & targeted versions" -msgstr "Quell- & Zielversionen" - -#: ../../content/administration/upgrade/faq.rst:64 -msgid "Installed apps" -msgstr "Installierte Apps" - -#: ../../content/administration/upgrade/faq.rst:65 -msgid "Volume of data" -msgstr "Datenvolumen" - -#: ../../content/administration/upgrade/faq.rst:66 -msgid "" -"Amount of customization (models, fields, methods, workflows, reports, " -"website, etc.)" -msgstr "" -"Menge der Anpassungen (Modelle, Felder, Methoden, Arbeitsabläufe, Berichte, " -"Website usw.)" - -#: ../../content/administration/upgrade/faq.rst:67 -msgid "" -"Installation of new apps or configuration changes after the start of the " -"test phase" -msgstr "" -"Installation neuer Apps oder Konfigurationsänderungen nach dem Beginn der " -"Testphase" - -#: ../../content/administration/upgrade/faq.rst:68 -msgid "User commitment" -msgstr "Benutzernutzung" - -#: ../../content/administration/upgrade/faq.rst:73 -msgid "Upgrade of the custom modules" -msgstr "Upgrade der benutzerdefinierten Module" - -#: ../../content/administration/upgrade/faq.rst:75 -msgid "" -"As stated in our :doc:`/legal/terms/enterprise`, section " -":ref:`charges_standard`, this optional service is subject to additional " -"fees." -msgstr "" -"Wie in unserer :doc:`/legal/terms/enterprise`, Abschnitt " -":ref:`charges_standard` angegeben, fallen für diesen optionalen Service " -"zusätzliche Gebühren an." - -#: ../../content/administration/upgrade/faq.rst:78 -msgid "" -"Depending on your situation, the custom code could be upgraded by our " -"services, by one of our partners, or you can do it yourself." -msgstr "" -"Je nach Ihrer Situation kann der benutzerdefinierte Code von unseren " -"Diensten oder von einem unserer Partner aktualisiert werden, oder Sie können" -" dies selbst tun." - -#: ../../content/administration/upgrade/faq.rst:86 -msgid "Upgrade or Migration" -msgstr "Upgrade oder Migration" - -#: ../../content/administration/upgrade/faq.rst:88 -msgid "" -"An upgrade is switching to a newer version of Odoo, while a migration " -"reflects the change of :ref:`editions ` or " -"change of :ref:`hosting type `." -msgstr "" -"Ein Upgrade ist der Wechsel zu einer neueren Version von Odoo, während es " -"sich bei einer Migration um die Änderung von :ref:`Editionen ` oder die Änderung von :ref:`Hostingtypen ` handelt." - -#: ../../content/administration/upgrade/faq.rst:97 -msgid "Editions change (from Community to Enterprise)" -msgstr "Editionswechsel (von Community zu Enterprise" - -#: ../../content/administration/upgrade/faq.rst:99 -msgid "" -"The upgrade always returns an Enterprise edition of Odoo, whether the " -"database you sent was a community or enterprise edition. It is required to " -"have an enterprise subscription to upgrade." -msgstr "" -"Das Upgrade liefert immer eine Enterprise-Edition von Odoo, unabhängig " -"davon, ob die von Ihnen gesendete Datenbank eine Community- oder eine " -"Enterprise-Edition war. Für das Upgrade ist ein Enterprise-Abonnement " -"erforderlich." - -#: ../../content/administration/upgrade/faq.rst:103 -msgid "" -"If you need assistance on this matter, please contact us via the `Odoo " -"Support page `_." -msgstr "" -"Wenn Sie Hilfe zu diesem Thema benötigen, kontaktieren Sie uns bitte über " -"die `Odoo-Support-Seite `_." - -#: ../../content/administration/upgrade/faq.rst:107 -msgid "`Editions `_" -msgstr "`Editionen `_" - -#: ../../content/administration/upgrade/faq.rst:112 -msgid "Switching the hosting types (On-premise vs. Odoo Online vs. Odoo.sh)" -msgstr "Änderung der Hostingtyos (On-premise vs. Odoo Online vs. Odoo.sh)" - -#: ../../content/administration/upgrade/faq.rst:114 -msgid "" -"An upgrade does not cover a change of `Hosting types " -"`_." -msgstr "" -"Ein Upgrade umfasst keine Änderung der `Hostingtypen " -"`_." - -#: ../../content/administration/upgrade/faq.rst:116 -msgid "" -"Open the following link to get :doc:`more information about how to change " -"your hosting type <../maintain/hosting_changes>`." -msgstr "" -"Öffnen Sie den folgenden Link, um :doc:`mehr Informationen darüber zu " -"erhalten, wie Sie Ihren Hostingtyp ändern <../maintain/hosting_changes>`." - -#: ../../content/administration/upgrade/faq.rst:124 -msgid "The Upgrade Report" -msgstr "Der Upgrade-Bericht" - -#: ../../content/administration/upgrade/faq.rst:126 -msgid "" -"When an upgrade request completes successfully (test or production), you " -"receive an email notification about it that includes an 'Upgrade Report'. " -"This report is also sent to you via the Discuss app. It contains valuable " -"information regarding changes that occurred during the upgrade. While it " -"serves as a guide to possible issues to look out for, it is not an " -"exhaustive list. It remains imperative that you test the upgraded database " -"thoroughly and report any discrepancies you might find, before you decide to" -" upgrade your production database." -msgstr "" -"Wenn eine Upgrade-Anfrage erfolgreich abgeschlossen wurde (Test oder " -"Produktion), erhalten Sie eine E-Mail-Benachrichtigung mit einem „Upgrade-" -"Bericht“. Dieser Bericht wird Ihnen auch über die Dialog-App zugesandt. Er " -"enthält wertvolle Informationen zu den Änderungen, die während des Upgrades " -"vorgenommen wurden. Er dient zwar als Leitfaden für mögliche Probleme, auf " -"die Sie achten sollten, ist aber keine vollständige Liste. Testen Sie die " -"aktualisierte Datenbank unbedingt gründlich und melden Sie etwaige " -"Unstimmigkeiten, bevor Sie sich für ein Upgrade Ihrer Produktionsdatenbank " -"entscheiden." - -#: ../../content/administration/upgrade/faq.rst:136 -msgid "Custom views" -msgstr "Benutzerdefinierte Ansichten" - -#: ../../content/administration/upgrade/faq.rst:138 -msgid "" -"During the upgrade, some custom views might get disabled for technical " -"reasons. Therefore they might have to be fixed after the upgrade. The " -":ref:`Upgrade Report ` that is generated after " -"the upgrade is available in the Discuss app, and lists all the custom views " -"that might be impacted by this." -msgstr "" -"Während des Upgrades können einige benutzerdefinierte Ansichten aus " -"technischen Gründen deaktiviert werden. Daher müssen sie nach dem Upgrade " -"möglicherweise repariert werden. Der :ref:`Upgrade-Bericht `, der nach dem Upgrade erstellt wird, ist in der Dialog-" -"App verfügbar und listet alle benutzerdefinierten Ansichten auf, die davon " -"betroffen sein könnten." - -#: ../../content/administration/upgrade/faq.rst:146 -msgid "Release Notes by version" -msgstr "Release Notes nach Version" - -#: ../../content/administration/upgrade/faq.rst:148 -msgid "" -"Open our `Release Note `_ page to " -"get a summary of the new features and improvements made in each version." -msgstr "" -"Öffnen Sie unsere Seite `Release Note `_, um einen Überblick über die neuen Funktionen und Verbesserungen in" -" jeder Version zu erhalten." - -#: ../../content/administration/upgrade/faq.rst:152 -msgid "How long is my test available for" -msgstr "Wie lange ist mein Test verfügbar?" - -#: ../../content/administration/upgrade/faq.rst:154 -msgid "" -"An Odoo Online test database is available for one month by default. We can " -"extend this trial period upon request. For Odoo.sh or on-premise, there is " -"no restriction." -msgstr "" -"Eine Odoo-Online-Testdatenbank ist standardmäßig einen Monat lang verfügbar." -" Wir können diesen Testzeitraum auf Anfrage verlängern. Für Odoo.sh oder On-" -"Premise gibt es keine Einschränkung." - -#: ../../content/administration/upgrade/faq.rst:158 -msgid "How many tests to perform before upgrading to production?" -msgstr "" -"Wie viele Tests muss ich durchführen, bevor ein Upgrade zur Produktion " -"erfolgt?" - -#: ../../content/administration/upgrade/faq.rst:160 -msgid "" -"As many as needed. When you are comfortable with the database, run a last " -"test upgrade 48 hours before requesting your production upgrade and test " -"your workflows one last time." -msgstr "" -"So viele wie nötig. Wenn Sie mit der Datenbank zufrieden sind, führen Sie 48" -" Stunden vor der Beantragung des Produktionsupgrades ein letztes Test-" -"Upgrade durch und testen Ihre Arbeitsabläufe ein letztes Mal." - -#: ../../content/administration/upgrade/faq.rst:164 -msgid "How to/Where to report upgrade issues?" -msgstr "Wie/Wo kann ich Upgrade-Probleme melden?" - -#: ../../content/administration/upgrade/faq.rst:166 -msgid "" -"If you encounter issues during the upgrade process, please contact the Odoo " -"Support through the `Odoo Support page `_." -msgstr "" -"Sollten Sie während des Upgrades auf Probleme stoßen, wenden Sie sich bitte " -"an den Odoo Support über die `Odoo-Support-Seite " -"`_." - -#: ../../content/administration/upgrade/faq.rst:169 -msgid "" -"To report an issue discovered during the testing phase, please select **An " -"issue related to my upgrade (test phase)**." -msgstr "" -"Um ein Problem zu melden, das während der Testphase entdeckt wurde, wählen " -"Sie bitte **Ein Problem im Zusammenhang mit meinem Upgrade (Testphase)**." - -#: ../../content/administration/upgrade/faq.rst:171 -msgid "" -"To report an issue discovered post-upgrade, please select **An issue related" -" to my upgrade (production)**." -msgstr "" -"Um ein Problem zu melden, das nach dem Upgrade entdeckt wurde, wählen Sie " -"bitte **Ein Problem im Zusammenhang mit meinem Upgrade (Produktion)**." - -#: ../../content/administration/upgrade/faq.rst:175 -msgid "Upgrading to production" -msgstr "Upgrade auf Produktion" - -#: ../../content/administration/upgrade/faq.rst:177 -msgid "" -"Once you have completed testing and are happy with the result, you decide on" -" a date and time when you stop users from accessing Odoo, freeze all data " -"entries, and create an upgrade request for the production upgrade." -msgstr "" -"Sobald Sie die Tests abgeschlossen haben und mit dem Ergebnis zufrieden " -"sind, legen Sie ein Datum und eine Uhrzeit fest, zu der Sie den Zugriff der " -"Benutzer auf Odoo stoppen, alle Dateneinträge einfrieren und eine Upgrade-" -"Anfrage für das Produktionsupgrade erstellen." - -#: ../../content/administration/upgrade/faq.rst:182 -msgid "How is my data handled in the Upgrade Platform?" -msgstr "Wie werden meine Daten in der Upgrade-Plattform verarbeitet?" - -#: ../../content/administration/upgrade/faq.rst:184 -msgid "" -"The Odoo Upgrade platform uses the same Privacy Policy as the rest of " -"Odoo.com services." -msgstr "" -"Für die Odoo Upgrade-Plattform gelten dieselben Datenschutzrichtlinien wie " -"für die übrigen Dienste von Odoo.com." - -#: ../../content/administration/upgrade/faq.rst:186 -msgid "" -"Your data is hosted on servers that follow our security guidelines, namely:" -msgstr "" -"Ihre Daten werden auf Servern gehostet, die unseren Sicherheitsrichtlinien " -"entsprechen, nämlich:" - -#: ../../content/administration/upgrade/faq.rst:188 -msgid "" -"SSL - All web connections to client instances are protected with 256-bit SSL" -" encryption (HTTPS with a 2048-bit modulus SSL certificate), and running " -"behind Grade A SSL stacks. All our certificate chains are using SHA-2 " -"already." -msgstr "" -"SSL - Alle Webverbindungen zu Client-Instanzen sind mit 256-Bit-SSL-" -"Verschlüsselung (HTTPS mit einem 2048-Bit-Modul-SSL-Zertifikat) geschützt " -"und laufen hinter Grade-A-SSL-Stacks. Alle unsere Zertifikatsketten " -"verwenden bereits SHA-2." - -#: ../../content/administration/upgrade/faq.rst:191 -msgid "" -"Safe System - Our servers are running recent Linux distribution with up-to-" -"date security patches, with firewall and intrusion countermeasures (not " -"disclosed for obvious reasons)." -msgstr "" -"Sicheres System - Auf unseren Servern läuft eine aktuelle Linux-Distribution" -" mit aktuellen Sicherheitspatches, Firewall und Maßnahmen gegen " -"Eindringlinge (die aus offensichtlichen Gründen nicht veröffentlicht " -"werden)." - -#: ../../content/administration/upgrade/faq.rst:194 -msgid "" -"Servers are located at the same locations as our Cloud providers with the " -"following services:" -msgstr "" -"Die Server befinden sich an denselben Standorten wie unsere Cloud-Anbieter " -"mit den folgenden Services:" - -#: ../../content/administration/upgrade/faq.rst:196 -msgid "" -"Restricted perimeter, physically accessed by authorized data center " -"employees only" -msgstr "" -"Eingeschränkter Bereich, physischer Zugang nur für autorisierte Mitarbeiter " -"des Rechenzentrums" - -#: ../../content/administration/upgrade/faq.rst:197 -msgid "Physical access control with security badges or biometrical security" -msgstr "" -"Physische Zugriffskontrolle mit Sicherheitsausweisen oder biometrischer " -"Sicherheit" - -#: ../../content/administration/upgrade/faq.rst:198 -msgid "Security cameras monitoring the data center locations 24/7" -msgstr "" -"Sicherheitskameras, die die Standorte der Rechenzentren 24/7 überwachen" - -#: ../../content/administration/upgrade/faq.rst:199 -msgid "Security personnel on-site 24/7" -msgstr "Sicherheitspersonal vor Ort 24/7" - -#: ../../content/administration/upgrade/faq.rst:201 -msgid "" -"The uploaded and migrated databases uploaded to the Upgrade platform are " -"kept for up to 3 months and are permanently deleted following that period." -msgstr "" -"Die hochgeladenen und migrierten Datenbanken, die auf die Upgrade-Plattform " -"hochgeladen wurden, werden bis zu 3 Monate lang aufbewahrt und danach " -"endgültig gelöscht." - -#: ../../content/administration/upgrade/faq.rst:204 -msgid "" -"You can learn more about privacy and data handling at Odoo by visiting our " -"`General Data Protection Regulation page `_." -msgstr "" -"Sie können mehr über den Datenschutz und die Datenverarbeitung bei Odoo " -"erfahren, indem Sie unsere `Seite der Datenschutz-Grundverordnung " -"`_ besuchen." - -#: ../../content/administration/upgrade/faq.rst:208 -msgid "Rolling Release (applicable to Odoo Online databases)" -msgstr "Rolling Release (gilt für Odoo-Online-Datenbanken)" - -#: ../../content/administration/upgrade/faq.rst:210 -msgid "" -"This feature allows customers to upgrade their database directly from a " -"message prompt sent to the database administrator as soon as the new version" -" is released. Odoo first tests the upgrade to the next version. The rolling " -"release upgrade option is displayed if the automated tests are successful. " -"The message offers two options:" -msgstr "" -"Mit dieser Funktion können Kunden ihre Datenbank direkt über eine " -"Eingabeaufforderung aktualisieren, die an den Datenbankadministrator " -"gesendet wird, sobald die neue Version freigegeben ist. Odoo testet zunächst" -" das Upgrade auf die nächste Version. Die Option Rolling-Release-Upgrade " -"wird angezeigt, wenn die automatischen Tests erfolgreich verlaufen sind. Die" -" Nachricht bietet zwei Optionen:" - -#: ../../content/administration/upgrade/faq.rst:215 -msgid "" -"To 'Upgrade Now', which immediately triggers the upgrade of your live " -"production database." -msgstr "" -"Auf „Jetzt upgraden“, was sofort das Upgrade Ihrer Live-Produktionsdatenbank" -" auslöst." - -#: ../../content/administration/upgrade/faq.rst:217 -msgid "" -"To take you to your `database manager `_" -" where you can `request an upgraded test database " -"`_ and check the upgraded test database " -"for any discrepancies." -msgstr "" -"So gelangen Sie zu Ihrem `Datenbankmanager " -"`_, wo Sie `eine aktualisierte " -"Testdatenbank anfragen `_ und die " -"aktualisierte Testdatenbank auf Unstimmigkeiten überprüfen können." - -#: ../../content/administration/upgrade/faq.rst:221 -msgid "" -"When you choose to proceed with the production upgrade directly, make sure " -"all users have saved their work and are logged out. The upgrade takes " -"approximately 15 minutes. During this time your database is unreachable. If " -"you notice any problem after the upgrade, please report it via the `Odoo " -"Support page `_." -msgstr "" -"Wenn Sie sich dafür entscheiden, direkt mit dem Produktionsupgrade " -"fortzufahren, stellen Sie sicher, dass alle Benutzer ihre Arbeit gespeichert" -" haben und abgemeldet sind. Das Upgrade dauert etwa 15 Minuten. Während " -"dieser Zeit ist Ihre Datenbank nicht erreichbar. Wenn Sie nach dem Upgrade " -"ein Problem feststellen, melden Sie es bitte über die `Odoo-Support-Seite " -"`_." - -#: ../../content/administration/upgrade/faq.rst:227 -msgid "" -"If you are using the Website or Studio app, we recommend you always do a " -"test upgrade before upgrading your production instance." -msgstr "" -"Wenn Sie die Website- oder Studio-App verwenden, empfehlen wir Ihnen, immer " -"ein Test-Upgrade durchzuführen, bevor Sie Ihre Produktionsinstanz " -"aktualisieren." - -#: ../../content/administration/upgrade/odoo_online.rst:5 +#: ../../content/administration/upgrade.rst:106 msgid "" -"Odoo databases can be manually upgraded directly from the main Odoo website." -" To upgrade an Odoo database, navigate to the `database manager " -"`_ page and sign in." +"The :guilabel:`Purpose` of the upgrade, which is automatically set to " +":guilabel:`Test` for your first upgrade request" msgstr "" -"Odoo-Datenbanken können direkt von der Odoo-Hauptseite aus manuell " -"aktualisiert werden. Um eine Odoo-Datenbank zu aktualisieren, navigieren Sie" -" zur Seite `Datenbankmanager `_ und " -"melden sich an." -#: ../../content/administration/upgrade/odoo_online.rst:8 -msgid "" -"The database manager page displays all of the Odoo databases associated with" -" the user's account. Any databases that are not already on the most recent " -"version of Odoo display an **arrow in a circle** icon next to the database " -"name, indicating that the database can be upgraded." -msgstr "" -"Auf der Seite Datenbankmanager werden alle Odoo-Datenbanken angezeigt, die " -"mit dem Konto des Benutzers verbunden sind. Bei allen Datenbanken, die noch " -"nicht auf der neuesten Version von Odoo sind, wird neben dem Datenbanknamen " -"ein **Pfeil im Kreis** angezeigt, der darauf hinweist, dass die Datenbank " -"aktualisiert werden kann." - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "" -"The database manager page with an upgrade button next to the name of a " -"database." -msgstr "" -"Die Seite des Datenbankmanagers mit einer Upgrade-Schaltfläche neben dem " -"Namen einer Datenbank." - -#: ../../content/administration/upgrade/odoo_online.rst:17 -msgid "" -"If the database's version is **lower** than the latest major release: the " -"database must be upgraded within two months. After these two months, an " -"automatic upgrade is initiated." -msgstr "" -"Wenn die Version der Datenbank **niedriger** ist als die neueste " -"Hauptversion: Die Datenbank muss innerhalb von zwei Monaten ein Upgrade " -"durchgeführt werden. Nach diesen zwei Monaten wird ein automatisches Upgrade" -" eingeleitet." - -#: ../../content/administration/upgrade/odoo_online.rst:19 -msgid "" -"If the database's version is **equal** to or **higher** than the latest " -"major release: you can disregard the invitation to upgrade, as the database " -"probably would not benefit from new features every two months." -msgstr "" -"Wenn die Version der Datenbank **gleich** oder **höher** als die letzte " -"Hauptversion ist: Sie können die Anfrage zum Upgrade ignorieren, da die " -"Datenbank wahrscheinlich nicht von neuen Funktionen alle zwei Monate " -"profitieren würde." - -#: ../../content/administration/upgrade/odoo_online.rst:23 -msgid "" -"If a database is *not* on the latest online version, its administrator " -"should receive an invitation to upgrade on the database's dashboard, " -"displayed as an **arrow in a circle**." -msgstr "" -"Wenn eine Datenbank *nicht* auf der neuesten Online-Version ist, sollte ihr " -"Administrator auf dem Dashboard der Datenbank eine Anfrage zum Upgrade " -"erhalten, die als **Pfeil in einem Kreis** angezeigt wird." - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "Invitation to upgrade on the database dashboard." -msgstr "Aufforderung zum Upgrade auf dem Dashboard der Datenbank." - -#: ../../content/administration/upgrade/odoo_online.rst:30 -msgid "" -"Versions that are not supported anymore become deprecated and must be " -"updated to avoid security issues. It is recommended to initiate the upgrade " -"yourself and not wait for the automatic upgrade, as the former method allows" -" you to request a test upgrade of the database to check for any " -"discrepancies." -msgstr "" -"Versionen, die nicht mehr unterstützt werden, sind veraltet und müssen " -"aktualisiert werden, um Sicherheitsprobleme zu vermeiden. Es wird empfohlen," -" das Upgrade selbst zu initiieren und nicht auf das automatische Upgrade zu " -"warten, da Sie bei der ersten Methode ein Test-Upgrade der Datenbank " -"anfordern können, um eventuelle Unstimmigkeiten zu überprüfen." - -#: ../../content/administration/upgrade/odoo_online.rst:36 -msgid "Test database" -msgstr "Testdatenbank" - -#: ../../content/administration/upgrade/odoo_online.rst:38 -msgid "" -"Click on the **arrow in a circle** icon to start the upgrade process. On the" -" :guilabel:`Upgrade your database` pop-up, select the version of Odoo that " -"the platform will be upgraded to. In the :guilabel:`Email to notify` field, " -"enter an email address that will receive email notifications about the " -"database upgrade." -msgstr "" -"Klicken Sie auf das Symbol **Pfeil in einem Kreis**, um den Upgrade-Prozess " -"zu starten. Wählen Sie im Pop-up-Fenster :guilabel:`Upgrade Ihrer Datenbank`" -" die Version von Odoo, auf die die Plattform aktualisiert werden soll. Geben" -" Sie in das Feld :guilabel:`Benachrichtigungs-E-Mail` eine E-Mail-Adresse " -"ein, die per E-Mail über das Datenbank-Upgrade benachrichtigt werden soll." - -#: ../../content/administration/upgrade/odoo_online.rst:43 -msgid "" -"There is also a :guilabel:`Purpose` section on the pop-up that is used to " -"specify the reason for the upgrade. However, at this stage of the process, " -"the only selectable option is :guilabel:`Test`, as Odoo requires users to " -"create a test copy of the upgraded database before converting the actual " -"database." +#: ../../content/administration/upgrade.rst:0 +msgid "The \"Upgrade your database\" popup." msgstr "" -"Es gibt auch einen Abschnitt :guilabel:`Zweck` in dem Pop-up, in dem Sie den" -" Grund für das Upgrade angeben können. In diesem Stadium des Prozesses ist " -"jedoch die einzige auswählbare Option :guilabel:`Test`, da Odoo von den " -"Benutzern verlangt, dass sie eine Testkopie der aktualisierten Datenbank " -"erstellen, bevor sie die eigentliche Datenbank konvertieren." - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade your database\" pop-up." -msgstr "Das Pop-up „Upgrade Ihrer Datenbank“." - -#: ../../content/administration/upgrade/odoo_online.rst:52 -msgid "" -"After filling out the form, click the :guilabel:`Upgrade` button. The pop-up" -" disappears and the database being upgraded shows a red :guilabel:`Upgrade " -"in progress` tag next to its name. An email confirming that the upgrade is " -"in progress is also sent to the email address specified on the pop-up." -msgstr "" -"Nachdem Sie das Formular ausgefüllt haben, klicken Sie auf die Schaltfläche " -":guilabel:`Upgrade`. Das Pop-up-Fenster verschwindet und die zu " -"aktualisierende Datenbank zeigt neben ihrem Namen ein rotes " -":guilabel:`Upgrade in Arbeit` an. Außerdem wird eine E-Mail an die im Pop-" -"up-Fenster angegebene E-Mail-Adresse gesendet, in der bestätigt wird, dass " -"das Upgrade durchgeführt wird." - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade in progress\" tag next to the database name." -msgstr "Das Etikett „Upgrade in Arbeit“ neben dem Datenbanknamen." -#: ../../content/administration/upgrade/odoo_online.rst:61 +#: ../../content/administration/upgrade.rst:112 msgid "" -"Once the upgrade is complete, a new test database appears on the `database " -"manager `_ page. To access the test " -"database, click the drop-down arrow (:guilabel:`⯆`) to the left of the main " -"database's name. Doing so makes the test version appear below it. Finally, " -"click the green :guilabel:`Connect` button on the right side of the test " -"version's row to go to the database." +"The :guilabel:`Upgrade in progress` tag is displayed next to the database " +"name until completion. Once the process succeeds, an email containing a link" +" to the upgraded test database is sent to the address provided. The database" +" can also be accessed from the database manager by clicking the dropdown " +"arrow before the database name." msgstr "" -"Sobald das Upgrade abgeschlossen ist, erscheint eine neue Testdatenbank auf " -"der Seite `Datenbankmanager `_. Um auf " -"die Testdatenbank zuzugreifen, klicken Sie auf den Drop-down-Pfeil " -"(:guilabel:`⯆`) links neben dem Namen der Hauptdatenbank. Dadurch wird die " -"Testversion darunter angezeigt. Klicken Sie schließlich auf die grüne " -"Schaltfläche :guilabel:`Verbinden` auf der rechten Seite der Zeile der " -"Testversion, um die Datenbank aufzurufen." -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "A test database on the database manager page." -msgstr "Eine Testdatenbank auf der Seite des Datenbankmanagers." - -#: ../../content/administration/upgrade/odoo_online.rst:71 -msgid "" -"Except for being on the newer version of Odoo, the test database is an exact" -" copy of the one being upgraded. It is important to do extensive testing in " -"this database to ensure that the upgrade has not altered or corrupted any " -"data, and that all workflows still proceed as expected." -msgstr "" -"Abgesehen von der neueren Version von Odoo ist die Testdatenbank eine exakte" -" Kopie der Datenbank, die aktualisiert wird. Es ist wichtig, diese Datenbank" -" ausgiebig zu testen, um sicherzustellen, dass das Upgrade keine Daten " -"verändert oder beschädigt hat und dass alle Arbeitsabläufe weiterhin wie " -"erwartet ablaufen." - -#: ../../content/administration/upgrade/odoo_online.rst:76 -msgid "Production database" -msgstr "Produktionsdatenbank" - -#: ../../content/administration/upgrade/odoo_online.rst:78 -msgid "" -"After confirming the integrity of the new version, return to the `database " -"manager `_ page. Once again, click on the" -" **arrow in a circle** icon next to the database being upgraded. The " -":guilabel:`Upgrade your database` pop-up appears as before, except that " -"there is now a :guilabel:`Production` option under the :guilabel:`Purpose` " -"section." -msgstr "" -"Nachdem Sie die Integrität der neuen Version bestätigt haben, kehren Sie zur" -" Seite des `Datenbankmanagers `_ zurück. " -"Klicken Sie erneut auf das Symbol **Pfeil in einem Kreis** neben der zu " -"aktualisierenden Datenbank. Das Pop-up-Fenster :guilabel:`Upgrade Ihrer " -"Datenbank` erscheint wie zuvor, mit dem Unterschied, dass es jetzt unter dem" -" Abschnitt :guilabel:`Zweck` eine Option :guilabel:`Produktion` gibt." - -#: ../../content/administration/upgrade/odoo_online.rst:83 -msgid "" -"Select the :guilabel:`Production` option and then click :guilabel:`Upgrade` " -"to begin the upgrade process. As before, a notification email is sent to the" -" email address provided and a red :guilabel:`Upgrade in progress` tag " -"appears next to the name of the database." -msgstr "" -"Wählen Sie die Option :guilabel:`Produktion` und klicken Sie dann auf " -":guilabel:`Upgrade`, um den Upgrade-Prozess zu starten. Wie zuvor wird eine " -"Benachrichtigungs-E-Mail an die angegebene E-Mail-Adresse gesendet und ein " -"rotes :guilabel:`Upgrade in Arbeit` erscheint neben dem Namen der Datenbank." - -#: ../../content/administration/upgrade/odoo_online.rst:87 -msgid "" -"The production database is then taken offline and will be upgraded " -"automatically. The time it takes to upgrade the production database should " -"be similar to the time that was necessary to upgrade the test database. Make" -" sure to inform database users of the scheduled downtime." -msgstr "" -"Die Produktionsdatenbank wird dann offline genommen und automatisch " -"aktualisiert. Die Zeit, die für das Upgrade der Produktionsdatenbank " -"benötigt wird, sollte ähnlich lang sein wie die Zeit, die für das Upgrade " -"der Testdatenbank notwendig war. Stellen Sie sicher, dass Sie die " -"Datenbankbenutzer über die geplante Ausfallzeit informieren." - -#: ../../content/administration/upgrade/odoo_online.rst:91 -msgid "" -"After the upgrade is finished, the :guilabel:`Upgrade in progress` tag " -"disappears and the database is upgraded to the version specified." -msgstr "" -"Nach Abschluss des Upgrades verschwindet das Etikett :guilabel:`Upgrade in " -"Arbeit` und die Datenbank wird auf die angegebene Version aktualisiert." - -#: ../../content/administration/upgrade/odoo_sh.rst:10 -msgid "" -"Odoo.sh is integrated with the upgrade platform to make the upgrade process " -"easier." -msgstr "" -"Odoo.sh ist in die Upgrade-Plattform integriert, um den Upgrade-Prozess zu " -"vereinfachen." - -#: ../../content/administration/upgrade/odoo_sh.rst:13 -msgid "" -"The :guilabel:`Upgrade` tab is available in the branches view. It is only " -"available for valid projects with a valid production build." -msgstr "" -"Der Reiter :guilabel:`Upgrade` ist in der Zweigansicht verfügbar. Sie ist " -"nur für gültige Projekte mit einem gültigen Produktions-Build verfügbar." - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Click on the upgrade menu" -msgstr "Klick auf das Upgrademenü" - -#: ../../content/administration/upgrade/odoo_sh.rst:20 -msgid "The suggested upgrade steps on Odoo.sh are:" -msgstr "Die vorgeladenen Upgrade-Schritte auf Odoo.sh sind:" - -#: ../../content/administration/upgrade/odoo_sh.rst:22 -msgid "" -"On a :guilabel:`Development` branch, upgrade your custom modules to keep " -"them compatible with the new version and thoroughly **test them**." -msgstr "" -"Aktualisieren Sie auf einem :guilabel:`Entwicklungszweig` Ihre " -"benutzerdefinierten Module, damit sie mit der neuen Version kompatibel sind," -" und **testen** Sie sie gründlich." - -#: ../../content/administration/upgrade/odoo_sh.rst:24 -msgid "" -"Switch that branch to the :guilabel:`Staging` branch, **upgrade** the last " -"daily production backup and **test it**. Write upgrade scripts if necessary." -msgstr "" -"Wechseln Sie von diesem Zweig zum :guilabel:`Staging`-Zweig, **upgraden** " -"Sie das letzte tägliche Produktionsbackup und **testen** Sie es. Schreiben " -"Sie bei Bedarf Upgrade-Skripte." - -#: ../../content/administration/upgrade/odoo_sh.rst:26 -msgid "" -"Trigger the production upgrade from your :guilabel:`Production` branch and " -"sit tight." -msgstr "" -"Lösen Sie das Produktions-Upgrade von Ihrem :guilabel:`Produktions`-Zweig " -"aus und warten Sie ab." - -#: ../../content/administration/upgrade/odoo_sh.rst:29 -msgid ":doc:`../../administration/upgrade`" -msgstr ":doc:`../../administration/upgrade`" - -#: ../../content/administration/upgrade/odoo_sh.rst:30 -msgid ":doc:`Upgrade FAQ <../upgrade/faq>`" -msgstr ":doc:`Upgrade-FAQ <../upgrade/faq>`" - -#: ../../content/administration/upgrade/odoo_sh.rst:31 -msgid ":doc:`Introduction to Odoo.sh <../odoo_sh/overview/introduction>`" -msgstr ":doc:`Einführung in Odoo.sh <../odoo_sh/overview/introduction>`" - -#: ../../content/administration/upgrade/odoo_sh.rst:36 -msgid "Upgrade your custom modules" -msgstr "Upgrade Ihrer benutzerdefinierten Module" - -#: ../../content/administration/upgrade/odoo_sh.rst:38 -msgid "" -"The first step is to upgrade your custom modules to keep them compatible " -"with the new version. Fork your :guilabel:`Production` branch in the " -":guilabel:`Development` stage, then go to the settings of your " -":guilabel:`Development` branch and select the Odoo version you target. If " -"needed, modify your code to be compatible with the new version. Make sure to" -" **test** your features are still working correctly." -msgstr "" -"Der erste Schritt besteht darin, Ihre benutzerdefinierten Module zu " -"aktualisieren, damit sie mit der neuen Version kompatibel sind. Forken Sie " -"Ihren :guilabel:`Produktions`-Zweig in der :guilabel:`Entwicklungs`-Stufe, " -"gehen Sie dann zu den Einstellungen Ihres :guilabel:`Entwicklungs`-Zweigs " -"und wählen Sie die gewünschte Odoo-Version aus. Ändern Sie bei Bedarf Ihren " -"Code, damit er mit der neuen Version kompatibel ist. Stellen Sie sicher, " -"dass Sie **testen**, ob Ihre Funktionen noch korrekt funktionieren." - -#: ../../content/administration/upgrade/odoo_sh.rst:45 -msgid "" -"Depending on your contract, the upgrade of your custom modules can be done " -"by yourself, by your Partner or by Odoo (if you hold a subscription " -"including maintenance of customizations)." -msgstr "" -"Je nach Ihrem Vertrag kann das Upgrade Ihrer benutzerdefinierten Module von " -"Ihnen selbst, von Ihrem Partner oder von Odoo durchgeführt werden (wenn Sie " -"ein Abonnement haben, das die Wartung der Anpassungen beinhaltet)." - -#: ../../content/administration/upgrade/odoo_sh.rst:51 -msgid "Upgrade your database on a staging branch" -msgstr "Upgrade Ihrer Datenbank auf einem Staging-Zweig" - -#: ../../content/administration/upgrade/odoo_sh.rst:53 -msgid "" -"Take the upgraded development branch and drag & drop it to " -":guilabel:`Staging`." +#: ../../content/administration/upgrade.rst:0 +msgid "Clicking the menu arrow displays the upgraded test database." msgstr "" -"Nehmen Sie den aktualisierten Entwicklungszweig und ziehen Sie ihn per Drag-" -"and-drop nach :guilabel:`Staging`." -#: ../../content/administration/upgrade/odoo_sh.rst:55 +#: ../../content/administration/upgrade.rst:122 msgid "" -"Go to the :guilabel:`Upgrade` tab and select the :guilabel:`target version`." -" Then, click on :guilabel:`Test Upgrade`." +"Odoo.sh is integrated with the upgrade platform to simplify the upgrade " +"process." msgstr "" -"Gehen Sie zum Reiter :guilabel:`Upgrade` und wählen Sie die " -":guilabel:`Zielversion`. Klicken Sie dann auf :guilabel:`Test Upgrade`." -#: ../../content/administration/upgrade/odoo_sh.rst-1 +#: ../../content/administration/upgrade.rst:0 msgid "Odoo.sh project and tabs" msgstr "Odoo.sh-Projekt und Stichwörter" -#: ../../content/administration/upgrade/odoo_sh.rst:62 +#: ../../content/administration/upgrade.rst:127 msgid "" -"The **latest production daily automatic backup** is sent to the `upgrade " -"platform `_ to start the upgrade test process." +"The **latest production daily automatic backup** is then sent to the " +"`upgrade platform `_." msgstr "" -"Das **aktuellste tägliche automatische Produktions-Back-up** wird an die " -"Upgrade-Plattform `_ gesendet, um den Upgrade-" -"Testprozess zu starten." -#: ../../content/administration/upgrade/odoo_sh.rst:66 +#: ../../content/administration/upgrade.rst:130 msgid "" -"You can follow the upgrade process by going to the :guilabel:`Upgrade` menu " -"of your :guilabel:`Production` branch." +"Once the upgrade platform is done upgrading the backup and uploading it on " +"the branch, it is put in a **special mode**: each time a **commit is " +"pushed** on the branch, a **restore operation** of the upgraded backup and " +"an **update of all the custom modules** occur. This allows you to test your " +"custom modules on a pristine copy of the upgraded database. The log file of " +"the upgrade process can be found in your newly upgraded staging build by " +"going to :file:`~/logs/upgrade.log`." msgstr "" -"Sie können den Upgrade-Prozess verfolgen, indem Sie das Menü " -":guilabel:`Upgrade` Ihres :guilabel:`Produktions`-Zweiges aufrufen." -#: ../../content/administration/upgrade/odoo_sh.rst:69 +#: ../../content/administration/upgrade.rst:138 msgid "" -"When the upgraded backup is ready on the `upgrade platform " -"`_, it is automatically downloaded back to " -"your project." +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. If there are none, the \"update on commit\" mode is skipped, the " +"upgraded database is built as soon as it is transferred from the upgrade " +"platform, and the upgrade mode is exited." msgstr "" -"Wenn das aktualisierte Back-up auf der `Upgrade-Plattform " -"`_ fertig ist, wird es automatisch in Ihr " -"Projekt zurückgeladen." -#: ../../content/administration/upgrade/odoo_sh.rst:72 +#: ../../content/administration/upgrade.rst:150 +#: ../../content/administration/upgrade.rst:342 +msgid "On-premise" +msgstr "" + +#: ../../content/administration/upgrade.rst:152 msgid "" -"The branch is now in a **special mode**: each time a **commit is pushed** on" -" the branch, a **restore operation** of the upgraded backup occurs, and an " -"**update of all the custom modules** happens. This allows you to quickly " -"iterate on your custom modules upgrade scripts. The log file of the upgrade " -"process can be found at :file:`~/logs/upgrade.log` in your newly upgraded " -"staging build." +"The standard upgrade process can be initiated by entering the following " +"command line on the machine where the database is hosted:" msgstr "" -"Der Zweig befindet sich jetzt in einem **besonderen Modus**: jedes Mal, wenn" -" ein **commit** auf die Verzweigung gepusht wird, findet ein " -"**Wiederherstellungsvorgang** des aktualisierten Back-ups statt, und es " -"erfolgt ein **Update aller benutzerdefinierten Module**. Auf diese Weise " -"können Sie die Skripte für die Aktualisierung Ihrer benutzerdefinierten " -"Module schnell wiederholen. Die Protokolldatei des Upgrade-Prozesses finden " -"Sie unter :file:`~/logs/upgrade.log` in Ihrem neu aktualisierten Staging-" -"Build." -#: ../../content/administration/upgrade/odoo_sh.rst:78 -msgid "The **special upgrade mode** is automatically closed after 30 days." -msgstr "" -"Der **Spezial-Upgrade-Modus** wird nach 30 Tagen automatisch geschlossen." - -#: ../../content/administration/upgrade/odoo_sh.rst:79 -#: ../../content/administration/upgrade/odoo_sh.rst:128 +#: ../../content/administration/upgrade.rst:159 msgid "" -"It may happen that custom modules are no longer needed after an upgrade. " -"Custom modules in the upgraded database are set to be updated. If the " -"modules are missing in the code, the update fails, thus failing the whole " -"process. An empty module with a manifest and possibly some custom upgrade " -"script are necessary to clean up the database. The complete removal of the " -"module has to be handled afterwards." +"The following command can be used to display the general help and the main " +"commands:" msgstr "" -"Es kann vorkommen, dass benutzerdefinierte Module nach einem Upgrade nicht " -"mehr benötigt werden. Die benutzerdefinierten Module in der aktualisierten " -"Datenbank werden zur Aktualisierung festgelegt. Wenn die Module im Code " -"fehlen, schlägt die Aktualisierung fehl, sodass der gesamte Prozess " -"scheitert. Ein leeres Modul mit einem Manifest und möglicherweise ein " -"benutzerdefiniertes Upgrade-Skript sind notwendig, um die Datenbank zu " -"bereinigen. Das vollständige Entfernen des Moduls muss anschließend " -"durchgeführt werden." -#: ../../content/administration/upgrade/odoo_sh.rst:86 -msgid "Functionally test your upgraded database" -msgstr "Funktionalität Ihrer aktualisierten Datenbank testen" - -#: ../../content/administration/upgrade/odoo_sh.rst:88 +#: ../../content/administration/upgrade.rst:165 msgid "" -"Now that the test upgraded database is available on your staging branch, " -"**thoroughly test it** and make sure everything runs as it's supposed to. " -"Once you are satisfied with the result, you are ready to upgrade your " -"production database." +"An upgraded test database can also be requested via the `Upgrade page " +"`_." msgstr "" -"Jetzt, wo die aktualisierte Testdatenbank in Ihrem Staging-Zweig verfügbar " -"ist, **testen** Sie sie gründlich und stellen Sie sicher, dass alles so " -"läuft, wie es soll. Wenn Sie mit dem Ergebnis zufrieden sind, können Sie " -"Ihre Produktionsdatenbank aktualisieren." -#: ../../content/administration/upgrade/odoo_sh.rst:93 -msgid "Production upgrade" -msgstr "Produktionsupgrade" - -#: ../../content/administration/upgrade/odoo_sh.rst:95 +#: ../../content/administration/upgrade.rst:169 msgid "" -"Once you are happy with your testing, you can start the process on the " -":guilabel:`Production` branch." +"For security reasons, only the person who submitted the upgrade request can " +"download it." msgstr "" -"Sobald Sie mit Ihren Tests zufrieden sind, können Sie den Prozess auf dem " -":guilabel:`Produktions`-Zweig starten." -#: ../../content/administration/upgrade/odoo_sh.rst:98 +#: ../../content/administration/upgrade.rst:170 msgid "" -"On your :guilabel:`Production` branch, go to the :guilabel:`Upgrade` tab, " -"select the :guilabel:`targeted version` and click on the :guilabel:`start " -"Upgrade` button." +"For storage reasons, the database's copy is submitted without a filestore to" +" the upgrade server. Therefore, the upgraded database does not contain the " +"production filestore." msgstr "" -"Gehen Sie in Ihrem :guilabel:`Produktions`-Zweig zum Reiter " -":guilabel:`Upgrade`, wählen Sie die :guilabel:`Zielversion` und klicken Sie " -"auf die Schaltfläche :guilabel:`Upgrade starten`." -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View from the upgrade tab" -msgstr "Aussicht aus dem Upgrade-Reiter" - -#: ../../content/administration/upgrade/odoo_sh.rst:105 -msgid "" -"The actual process is **triggered as soon as you push a new commit** in your" -" branch. Make sure you are pushing code that is compatible with the new " -"version. For example by merging the code from your upgraded staging branch." -msgstr "" -"Der eigentliche Prozess wird **ausgelöst, sobald Sie einen neuen Commit** in" -" Ihrem Zweig veröffentlichen. Vergewissern Sie sich, dass der von Ihnen " -"veröffentlichte Code mit der neuen Version kompatibel ist. Zum Beispiel, " -"indem Sie den Code aus Ihrem aktualisierten Staging-Zweig einbinden." - -#: ../../content/administration/upgrade/odoo_sh.rst:110 -msgid "" -"You can see the progress of the upgrade by going to the :guilabel:`Upgrade` " -"tab of the main branch." -msgstr "" -"Sie können den Fortschritt des Upgrades sehen, indem Sie den Reiter " -":guilabel:`Upgrade` des Hauptzweigs aufrufen." - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View showing the progress of the upgrade" -msgstr "Ansicht mit dem Fortschritt des Upgrades" - -#: ../../content/administration/upgrade/odoo_sh.rst:118 -msgid "Your database is unavailable throughout the process." -msgstr "Ihre Datenbank ist während des Prozesses nicht verfügbar." - -#: ../../content/administration/upgrade/odoo_sh.rst:121 -msgid "" -"If anything goes wrong, the platform automatically reverts the upgrade, the " -"same as it would be for a regular update. In case of success, a backup is " -"always made." -msgstr "" -"Wenn etwas schief geht, macht die Plattform das Upgrade automatisch " -"rückgängig, genau wie bei einem regulären Update. Im Falle eines Erfolgs " -"wird immer ein Backup erstellt." - -#: ../../content/administration/upgrade/odoo_sh.rst:124 -msgid "" -"The update of your custom modules must be successful to complete the entire " -"upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." -msgstr "" -"Die Aktualisierung Ihrer benutzerdefinierten Module muss erfolgreich sein, " -"damit der gesamte Upgrade-Prozess abgeschlossen werden kann. Stellen Sie " -"sicher, dass der Status Ihres Staging-Upgrades :guilabel:`erfolgreich` ist, " -"bevor Sie es in der Produktion ausprobieren." - -#: ../../content/administration/upgrade/on_premise.rst:6 -msgid "Test upgrade request" -msgstr "Anfrage eines Test-Upgrades" - -#: ../../content/administration/upgrade/on_premise.rst:8 -msgid "There are two ways to create your upgrade request." -msgstr "Es gibt zwei Optionen, um eine Upgrade-Anfrage zu erstellen." - -#: ../../content/administration/upgrade/on_premise.rst:11 -msgid "Upgrade request via command line" -msgstr "Upgrade-Anfrage über Befehlszeile" - -#: ../../content/administration/upgrade/on_premise.rst:13 -msgid "" -"For technically-advanced users and partners, the upgrade process can be " -"initiated via the following command line on the server where the database is" -" hosted:" -msgstr "" -"Für technisch versierte Benutzer und Partner kann der Upgrade-Prozess über " -"die folgende Befehlszeile auf dem Server, auf dem die Datenbank gehostet " -"wird, eingeleitet werden:" - -#: ../../content/administration/upgrade/on_premise.rst:16 -msgid "" -":command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d -t `" -msgstr "" -":command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d -t `" - -#: ../../content/administration/upgrade/on_premise.rst:19 -msgid "" -"The above command creates the database dump, sends it to the upgrade " -"platform, and initiates the automated upgrade process. During the upgrade, " -"you can follow the live logs on your screen. Once the upgrade process is " -"completed successfully, the upgraded database is restored onto the server " -"(as a duplicate test database)." -msgstr "" -"Der obige Befehl erstellt den Datenbank-Dump, sendet ihn an die Upgrade-" -"Plattform und leitet den automatischen Upgrade-Prozess ein. Während des " -"Upgrades können Sie die Live-Protokolle auf Ihrem Bildschirm verfolgen. " -"Sobald der Upgrade-Prozess erfolgreich abgeschlossen ist, wird die " -"aktualisierte Datenbank auf dem Server wiederhergestellt (als Duplikat der " -"Testdatenbank)." - -#: ../../content/administration/upgrade/on_premise.rst:25 -msgid "Upgrade request via the Odoo Upgrade Portal" -msgstr "Upgrade-Anfrage über das Odoo-Upgrade-Portal" - -#: ../../content/administration/upgrade/on_premise.rst:27 -msgid "" -"Download a recent copy of your database and select the option " -":guilabel:`pg_dump custom format (without filestore)`." -msgstr "" -"Laden Sie eine aktuelle Kopie Ihrer Datenbank herunter und wählen Sie die " -"Option :guilabel:`pg_dump custom format (without filestore)`." - -#: ../../content/administration/upgrade/on_premise.rst:29 -msgid "" -"Upload this dump file at https://upgrade.odoo.com and select *Testing* as " -"the aim. Odoo performs the automated upgrade process. Once it is completed, " -"you receive an email with a link to download the upgrade database dump file." -msgstr "" -"Laden Sie diese Dump-Datei auf https://upgrade.odoo.com hoch und wählen Sie " -"als Ziel *Test*. Odoo führt den automatischen Upgrade-Prozess durch. Sobald " -"er abgeschlossen ist, erhalten Sie eine E-Mail mit einem Link zum " -"Herunterladen der Upgrade-Datenbank-Dumpdatei." - -#: ../../content/administration/upgrade/on_premise.rst:32 -msgid "" -"Import the upgraded database into your on-premise environment and manually " -"test all processes and workflows." -msgstr "" -"Importieren Sie die aktualisierte Datenbank in Ihre On-premise-Umgebung und " -"testen Sie alle Prozesse und Arbeitsabläufe manuell." - -#: ../../content/administration/upgrade/on_premise.rst:36 -msgid "" -"For security reasons, only the person who submitted the upgrade request is " -"able to download it." -msgstr "" -"Aus Sicherheitsgründen kann nur die Person, die die Upgrade-Anfrage gestellt" -" hat, diesen herunterladen." - -#: ../../content/administration/upgrade/on_premise.rst:37 -msgid "" -"Any problem found during testing should be reported via the `helpdesk " -"`_." -msgstr "" -"Jedes Problem, das beim Testen gefunden wird, sollte über den `Kundendienst " -"`_ gemeldet werden." - -#: ../../content/administration/upgrade/on_premise.rst:39 -msgid "" -"For storage reasons, the copy of your database is submitted without a " -"filestore to the upgrade server. Therefore, the upgraded database does not " -"contain the production filestore." -msgstr "" -"Aus Speicherplatzgründen wird die Kopie Ihrer Datenbank ohne einen " -"Dateispeicher an den Upgrade-Server übermittelt. Daher enthält die " -"aktualisierte Datenbank nicht den Produktionsdateispeicher." - -#: ../../content/administration/upgrade/on_premise.rst:41 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " @@ -12824,105 +11375,503 @@ msgstr "" " die Tests unter denselben Bedingungen wie in der neuen Version durchgeführt" " werden können." -#: ../../content/administration/upgrade/on_premise.rst:43 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "Die aktualisierte Datenbank enthält:" -#: ../../content/administration/upgrade/on_premise.rst:45 -msgid "A `dump.sql` file containing the upgraded database." -msgstr "Eine `dump.sql`-Datei, die die aktualisierte Datenbank enthält." +#: ../../content/administration/upgrade.rst:177 +msgid "A `dump.sql` file containing the upgraded database" +msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:46 +#: ../../content/administration/upgrade.rst:178 msgid "" -"A `filestore` folder containing files that were extracted from in-database " -"records into attachments (if there are any) and new standard Odoo files from" -" the targeted Odoo version (like new images, icons, payment provider's " -"logos, etc.). This is the folder that should be merged with the production " +"A `filestore` folder containing files extracted from in-database records " +"into attachments (if there are any) and new standard Odoo files from the " +"targeted Odoo version (e.g., new images, icons, payment provider's logos, " +"etc.). This is the folder that should be merged with the production " "filestore in order to get the full upgraded filestore." msgstr "" -"Ein Ordner `filestore`, der Dateien enthält, die aus den Datensätzen in der " -"Datenbank in Anhänge extrahiert wurden (falls vorhanden), sowie neue Odoo-" -"Standarddateien aus der neuen Odoo-Version (z. B. neue Bilder, Symbole, " -"Logos der Zahlungsanbieter usw.). Dies ist der Ordner, der mit dem " -"Produktionsdateispeicher zusammengeführt werden sollte, um den vollständigen" -" aktualisierten Dateispeicher zu erhalten." -#: ../../content/administration/upgrade/on_premise.rst:52 -msgid "Upgrade your production database" -msgstr "Upgrade Ihrer Produktionsdatenbank" - -#: ../../content/administration/upgrade/on_premise.rst:54 +#: ../../content/administration/upgrade.rst:185 msgid "" -"Once you have completed the testing successfully, you can proceed to upgrade" -" your live database in production. Download your upgraded database from the " -"link in the email and import it onto your live environment." +"You can request multiple test databases if you wish to test an upgrade more " +"than once." msgstr "" -"Sobald Sie die Tests erfolgreich abgeschlossen haben, können Sie mit dem " -"Upgrade Ihrer Live-Datenbank in der Produktion fortfahren. Laden Sie Ihre " -"aktualisierte Datenbank über den Link in der E-Mail herunter und importieren" -" Sie sie in Ihre Produktionsumgebung." -#: ../../content/administration/upgrade/on_premise.rst:59 +#: ../../content/administration/upgrade.rst:190 msgid "" -"Same as in the test phase, when requesting an upgrade for production " -"purposes, the copy of your database is submitted without a filestore." +"When an upgrade request is completed, an upgrade report is attached to the " +"successful upgrade email, and it becomes available in the Discuss app for " +"users who are part of the \"Administration / Settings\" group. This report " +"provides important information about the changes introduced by the new " +"version." msgstr "" -"Wie in der Testphase wird auch bei der Anfrage eines Upgrades für " -"Produktionszwecke die Kopie Ihrer Datenbank ohne einen Dateispeicher " -"übermittelt." -#: ../../content/administration/upgrade/on_premise.rst:61 -msgid "" -"Therefore, the upgraded database filestore must be merged with the " -"production filestore before deploying the new version." +#: ../../content/administration/upgrade.rst:198 +msgid "Testing the new version of the database" msgstr "" -"Daher muss der aktualisierte Datenbank-Dateispeicher mit dem " -"Produktionsdateispeicher zusammengeführt werden, bevor die neue Version " -"bereitgestellt wird." -#: ../../content/administration/upgrade/on_premise.rst:65 -msgid "Custom modules (if applicable)" -msgstr "Benutzerdefinierte Module (falls anwendbar)" - -#: ../../content/administration/upgrade/on_premise.rst:67 +#: ../../content/administration/upgrade.rst:200 msgid "" -"The upgrade of a database that contains custom modules is a two-step " +"It is essential to spend some time testing the upgraded test database to " +"ensure that you are not stuck in your day-to-day activities by a change in " +"views, behavior, or an error message once the upgrade goes live." +msgstr "" + +#: ../../content/administration/upgrade.rst:205 +msgid "" +"Test databases are neutralized, and some features are disabled to prevent " +"them from impacting the production database:" +msgstr "" + +#: ../../content/administration/upgrade.rst:208 +msgid "Scheduled actions are disabled." +msgstr "" + +#: ../../content/administration/upgrade.rst:209 +msgid "" +"Outgoing mail servers are disabled by archiving the existing ones and adding" +" a fake one." +msgstr "" + +#: ../../content/administration/upgrade.rst:210 +msgid "" +"Payment providers and delivery carriers are reset to the test environment." +msgstr "" + +#: ../../content/administration/upgrade.rst:211 +msgid "" +"Bank synchronization is disabled. Should you want to test the " +"synchronization, contact your bank synchronization provider to get sandbox " +"credentials." +msgstr "" + +#: ../../content/administration/upgrade.rst:214 +msgid "" +"Testing as many of your business flows as possible is strongly recommended " +"to ensure they are working correctly and to get more familiar with the new " +"version." +msgstr "" + +#: ../../content/administration/upgrade.rst:217 +msgid "Basic test checklist" +msgstr "" + +#: ../../content/administration/upgrade.rst:219 +msgid "" +"Are there views that are deactivated in your test database but active in " +"your production database?" +msgstr "" + +#: ../../content/administration/upgrade.rst:221 +msgid "Are your usual views still displayed correctly?" +msgstr "" + +#: ../../content/administration/upgrade.rst:222 +msgid "Are your reports (invoice, sales order, etc.) correctly generated?" +msgstr "" + +#: ../../content/administration/upgrade.rst:223 +msgid "Are your website pages working correctly?" +msgstr "" + +#: ../../content/administration/upgrade.rst:224 +msgid "" +"Are you able to create and modify records? (sales orders, invoices, " +"purchases, users, contacts, companies, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:226 +msgid "Are there any issues with your mail templates?" +msgstr "" + +#: ../../content/administration/upgrade.rst:227 +msgid "Are there any issues with saved translations?" +msgstr "" + +#: ../../content/administration/upgrade.rst:228 +msgid "Are your search filters still present?" +msgstr "" + +#: ../../content/administration/upgrade.rst:229 +msgid "Can you export your data?" +msgstr "" + +#: ../../content/administration/upgrade.rst:233 +msgid "" +"Checking a random product in your product catalog and comparing its test and" +" production data to verify everything is the same (product category, selling" +" price, cost price, vendor, accounts, routes, etc.)." +msgstr "" + +#: ../../content/administration/upgrade.rst:236 +msgid "Buying this product (Purchase app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:237 +msgid "Confirming the reception of this product (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:238 +msgid "" +"Checking if the route to receive this product is the same in your production" +" database (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:240 +msgid "Selling this product (Sales app) to a random customer." +msgstr "" + +#: ../../content/administration/upgrade.rst:241 +msgid "" +"Opening your customer database (Contacts app), selecting a customer (or " +"company), and checking its data." +msgstr "" + +#: ../../content/administration/upgrade.rst:243 +msgid "Shipping this product (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:244 +msgid "" +"Checking if the route to ship this product is the same as in your production" +" database (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:246 +msgid "Validating a customer invoice (Invoicing or Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:247 +msgid "" +"Crediting the invoice (issuing a credit note) and checking if it behaves as " +"in your production database." +msgstr "" + +#: ../../content/administration/upgrade.rst:249 +msgid "Checking your reports' results (Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:250 +msgid "" +"Randomly checking your taxes, currencies, bank accounts, and fiscal year " +"(Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:251 +msgid "" +"Making an online order (Website apps) from the product selection in your " +"shop until the checkout process and checking if everything behaves as in " +"your production database." +msgstr "" + +#: ../../content/administration/upgrade.rst:254 +msgid "" +"This list is **not** exhaustive. Extend the example to your other apps based" +" on your use of Odoo." +msgstr "" + +#: ../../content/administration/upgrade.rst:256 +msgid "" +"If you face an issue while testing your upgraded test database, you can " +"request the assistance of Odoo via the `support page " +"`__ by selecting the option related " +"to testing the upgrade. In any case, it is essential to report any problem " +"encountered during the testing to fix it before upgrading your production " +"database." +msgstr "" + +#: ../../content/administration/upgrade.rst:261 +msgid "" +"You might encounter significant differences with standard views, features, " +"fields, and models during testing. Those changes cannot be reverted on a " +"case-by-case basis. However, if a change introduced by a new version breaks " +"a customization, it is the responsibility of the maintainer of your custom " +"module to make it compatible with the new version of Odoo." +msgstr "" + +#: ../../content/administration/upgrade.rst:267 +msgid "Do not forget to test:" +msgstr "" + +#: ../../content/administration/upgrade.rst:269 +msgid "Integrations with external software (EDI, APIs, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:270 +msgid "" +"Workflows between different apps (online sales with eCommerce, converting a " +"lead all the way to a sales order, delivery of products, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:272 +msgid "Data exports" +msgstr "" + +#: ../../content/administration/upgrade.rst:273 +msgid "Automated actions" +msgstr "Automatisierte Aktionen" + +#: ../../content/administration/upgrade.rst:274 +msgid "" +"Server actions in the action menu on form views, as well as by selecting " +"multiple records on list views" +msgstr "" + +#: ../../content/administration/upgrade.rst:280 +msgid "Upgrading the production database" +msgstr "" + +#: ../../content/administration/upgrade.rst:282 +msgid "" +"Once the :ref:`tests ` are completed and you are " +"confident that the upgraded database can be used as your main database " +"without any issues, it is time to plan the go-live day. It can be planned in" +" coordination with Odoo's upgrade support analysts, reachable via the " +"`support page `__." +msgstr "" + +#: ../../content/administration/upgrade.rst:287 +msgid "" +"Your production database will be unavailable during its upgrade. Therefore, " +"we recommend planning the upgrade at a time when the use of the database is " +"minimal." +msgstr "" + +#: ../../content/administration/upgrade.rst:290 +msgid "" +"As the standard upgrade scripts and your database are constantly evolving, " +"it is also recommended to frequently request another upgraded test database " +"to ensure that the upgrade process is still successful, especially if it " +"takes a long time to finish. Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended." +msgstr "" + +#: ../../content/administration/upgrade.rst:296 +msgid "Going into production without first testing may lead to:" +msgstr "" +"Wenn Sie ohne vorherige Tests zum Produktionszweig übergehen, kann Folgendes" +" geschehen:" + +#: ../../content/administration/upgrade.rst:298 +msgid "Users failing to adjust to the changes and new features" +msgstr "" + +#: ../../content/administration/upgrade.rst:299 +msgid "" +"Business interruptions (e.g., no longer having the possibility to validate " +"an action)" +msgstr "" + +#: ../../content/administration/upgrade.rst:300 +msgid "" +"Poor customer experience (e.g., an eCommerce website that does not work " +"correctly)" +msgstr "" + +#: ../../content/administration/upgrade.rst:302 +msgid "" +"The process of upgrading a production database is similar to upgrading a " +"test database with a few exceptions." +msgstr "" + +#: ../../content/administration/upgrade.rst:309 +msgid "" +"The process is similar to :ref:`obtaining an upgraded test database " +"`, except for the purpose option, which must " +"be set to :guilabel:`Production` instead of :guilabel:`Test`." +msgstr "" + +#: ../../content/administration/upgrade.rst:314 +msgid "" +"Once the upgrade is requested, the database will be unavailable until the " +"upgrade is finished. Once the process is completed, it is impossible to " +"revert to the previous version." +msgstr "" + +#: ../../content/administration/upgrade.rst:320 +msgid "" +"The process is similar to :ref:`obtaining an upgraded test database " +"` on the :guilabel:`Production` branch." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "View from the upgrade tab" +msgstr "Aussicht aus dem Upgrade-Reiter" + +#: ../../content/administration/upgrade.rst:326 +msgid "" +"The process is **triggered as soon as a new commit is made** on the branch. " +"This allows the upgrade process to be synchronized with the deployment of " +"the custom modules' upgraded source code. If there are no custom modules, " +"the upgrade process is triggered immediately." +msgstr "" + +#: ../../content/administration/upgrade.rst:332 +msgid "" +"The database is unavailable throughout the process. If anything goes wrong, " +"the platform automatically reverts the upgrade, as it would be for a regular" +" update. In case of success, a backup of the database before the upgrade is " +"created." +msgstr "" + +#: ../../content/administration/upgrade.rst:336 +msgid "" +"The update of your custom modules must be successful to complete the entire " +"upgrade process. Make sure the status of your staging upgrade is " +":guilabel:`successful` before trying it in production." +msgstr "" +"Die Aktualisierung Ihrer benutzerdefinierten Module muss erfolgreich sein, " +"damit der gesamte Upgrade-Prozess abgeschlossen werden kann. Stellen Sie " +"sicher, dass der Status Ihres Staging-Upgrades :guilabel:`erfolgreich` ist, " +"bevor Sie es in der Produktion ausprobieren." + +#: ../../content/administration/upgrade.rst:344 +msgid "" +"The command to upgrade a database to production is similar to the one of " +"upgrading a test database except for the argument `test`, which must be " +"replaced by `production`:" +msgstr "" + +#: ../../content/administration/upgrade.rst:351 +msgid "" +"An upgraded production database can also be requested via the `Upgrade page " +"`_. Once the database is uploaded, any " +"modification to your production database will **not** be present on your " +"upgraded database. This is why we recommend not using it during the upgrade " "process." msgstr "" -"Das Upgrade einer Datenbank, die benutzerdefinierte Module enthält, ist ein " -"zweistufiger Prozess." -#: ../../content/administration/upgrade/on_premise.rst:69 -msgid "The standard upgrade is done when your upgrade request is completed." -msgstr "" -"Das Standard-Upgrade wird durchgeführt, wenn Ihre Upgrade-Anfrage " -"abgeschlossen ist." - -#: ../../content/administration/upgrade/on_premise.rst:70 +#: ../../content/administration/upgrade.rst:358 msgid "" -"Your custom modules also need to be upgraded to keep them compatible with " -"the new version." +"When requesting an upgraded database for production purposes, the copy is " +"submitted without a filestore. Therefore, the upgraded database filestore " +"must be merged with the production filestore before deploying the new " +"version." msgstr "" -"Ihre benutzerdefinierten Module müssen ebenfalls aktualisiert werden, damit " -"sie mit der neuen Version kompatibel sind." -#: ../../content/administration/upgrade/on_premise.rst:72 +#: ../../content/administration/upgrade.rst:362 msgid "" -"Depending on your contract, the upgrade of your custom modules can be done" +"In case of an issue with your production database, you can request the " +"assistance of Odoo via the `support page " +"`__ by selecting the option " +"related to the upgrade in production." msgstr "" -"Abhängig von Ihrem Vertrag kann das Upgrade Ihrer benutzerdefinierten Module" -" wie folgt erfolgen" -#: ../../content/administration/upgrade/on_premise.rst:74 -msgid "by yourself." -msgstr "durch Sie selbst." +#: ../../content/administration/upgrade.rst:370 +msgid "Service-level agreement (SLA)" +msgstr "Service-Level-Agreement (SLA)" -#: ../../content/administration/upgrade/on_premise.rst:75 -msgid "by your Partner." -msgstr "durch Ihren Partner." - -#: ../../content/administration/upgrade/on_premise.rst:76 +#: ../../content/administration/upgrade.rst:372 msgid "" -"by Odoo (if you hold a subscription to 'Maintenance of Customizations')." +"With Odoo Enterprise, upgrading a database to the most recent version of " +"Odoo is **free**, including any support required to rectify potential " +"discrepancies in the upgraded database." msgstr "" -"durch Odoo (wenn Sie ein Abonnement für „Wartung von Anpassungen“ haben)." +"Mit Odoo Enterprise ist das Upgrade einer Datenbank auf die neueste Version " +"von Odoo **kostenlos**, einschließlich des erforderlichen Supports zur " +"Behebung möglicher Unstimmigkeiten in der aktualisierten Datenbank." + +#: ../../content/administration/upgrade.rst:375 +msgid "" +"Information about the upgrade services included in the Enterprise Licence is" +" available in the :ref:`Odoo Enterprise Subscription Agreement `. " +"However, this section clarifies what upgrade services you can expect." +msgstr "" +"Informationen über die in der Enterprise-Lizenz enthaltenen Upgrade-Services" +" finden Sie in der :ref:`Odoo-Enterprise-Abo-Vereinbarung`. In diesem " +"Abschnitt wird jedoch erläutert, welche Upgrade-Services Sie erwarten " +"können." + +#: ../../content/administration/upgrade.rst:380 +msgid "Upgrade services covered by the SLA" +msgstr "Von der SLA abgedeckte Upgrade-Services" + +#: ../../content/administration/upgrade.rst:382 +msgid "" +"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " +"self-hosted (On-Premise) can benefit from upgrade services at all times for:" +msgstr "" +"Datenbanken, die auf den Cloud-Plattformen von Odoo (Odoo Online und " +"Odoo.sh) gehostet werden oder selbst gehostet sind (On-Premise), können " +"jederzeit von den Upgrade-Services profitieren:" + +#: ../../content/administration/upgrade.rst:385 +msgid "the upgrade of all **standard applications**;" +msgstr "das Upgrade aller **Standardapps**;" + +#: ../../content/administration/upgrade.rst:386 +msgid "" +"the upgrade of all **customizations created with the Studio app**, as long " +"as Studio is still installed and the respective subscription is still " +"active; and" +msgstr "" +"das Upgrade aller **mit Studio erstellten Anpassungen**, vorausgesetzt " +"Studio ist noch installiert und das entsprechende Abonnement ist noch aktiv;" +" und" + +#: ../../content/administration/upgrade.rst:388 +msgid "" +"the upgrade of all **developments and customizations covered by a " +"maintenance of customizations subscription**." +msgstr "" +"das Upgrade aller **Entwicklungen und Anpassungen, die durch ein Abonnement " +"für die Wartung von Anpassungen abgedeckt sind**." + +#: ../../content/administration/upgrade.rst:391 +msgid "" +"Upgrade services are limited to the technical conversion and adaptation of a" +" database (standard modules and data) to make it compatible with the version" +" targeted by the upgrade." +msgstr "" +"Die Upgrade-Services beschränken sich auf die technische Konvertierung und " +"Anpassung einer Datenbank (Standardmodule und Daten), um sie mit der Version" +" kompatibel zu machen, auf die das Upgrade abzielt." + +#: ../../content/administration/upgrade.rst:395 +msgid "Upgrade services not covered by the SLA" +msgstr "Upgrade-Services, die nicht durch die SLA abgedeckt sind" + +#: ../../content/administration/upgrade.rst:397 +msgid "The following upgrade-related services are **not** included:" +msgstr "Die folgenden Upgrade-bezogenen Leistungen sind **nicht** enthalten:" + +#: ../../content/administration/upgrade.rst:399 +msgid "" +"the **cleaning** of pre-existing data and configurations while upgrading;" +msgstr "" +"die **Bereinigung** bereits vorhandener Daten und Konfigurationen während " +"des Upgrades;" + +#: ../../content/administration/upgrade.rst:400 +msgid "" +"the upgrade of **custom modules created in-house or by third parties**, " +"including Odoo partners;" +msgstr "" +"das Upgrade von **selbst erstellten oder von Dritten**, einschließlich Odoo-" +"Partnern, entwickelten Modulen;" + +#: ../../content/administration/upgrade.rst:401 +msgid "" +"lines of **code added to standard modules**, i.e., customizations created " +"outside the Studio app, code entered manually, and :ref:`automated actions " +"using Python code `; and" +msgstr "" +"Zeilen von **Code, der zu Standardmodulen** hinzugefügt wurde, d. h. " +"Anpassungen, die außerhalb der Studio-App erstellt wurden, manuell " +"eingegebener Code und :ref:`automatisierte Aktionen mit Python-Code " +"`; und" + +#: ../../content/administration/upgrade.rst:404 +msgid "**training** on using the upgraded version's features and workflows." +msgstr "" +"**Schulung** zur Verwendung der Funktionen und Arbeitsabläufe der " +"aktualisierten Version." + +#: ../../content/administration/upgrade.rst:407 +msgid ":doc:`Odoo.sh documentation `" +msgstr ":doc:`Odoo.sh-Dokumentation `" + +#: ../../content/administration/upgrade.rst:408 +msgid ":doc:`Supported Odoo versions `" +msgstr ":doc:`Unterstützte Odoo-Versionen `" diff --git a/locale/de/LC_MESSAGES/finance.po b/locale/de/LC_MESSAGES/finance.po index 0bf1b9e63..3b2ea15b1 100644 --- a/locale/de/LC_MESSAGES/finance.po +++ b/locale/de/LC_MESSAGES/finance.po @@ -15,13 +15,13 @@ # Rudolf Schnapka , 2022 # philku79 , 2022 # Cécile Collart , 2022 -# Felix Schubert , 2022 # Wolfgang Taferner, 2022 # Friederike Fasterling-Nesselbosch, 2023 # Martin Trigaux, 2023 # Mathias Landgraf , 2023 -# Wil Odoo, 2023 # e2f , 2023 +# Wil Odoo, 2023 +# Felix Schubert , 2023 # Larissa Manderfeld, 2023 # #, fuzzy @@ -29,7 +29,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-09 08:39+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" "Last-Translator: Larissa Manderfeld, 2023\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -237,7 +237,7 @@ msgstr "" "werden in Echtzeit aktualisiert:" #: ../../content/applications/finance/accounting.rst:127 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "Finanzberichte" @@ -274,10 +274,12 @@ msgid "Audit" msgstr "Prüfung" #: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1073 msgid "General ledger" msgstr "Hauptbuch" #: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1035 msgid "Trial balance" msgstr "Rohbilanz" @@ -296,7 +298,7 @@ msgstr "Scheckerfassung" #: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:135 #: ../../content/applications/finance/fiscal_localizations/chile.rst:161 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:321 msgid "Partner" msgstr "Partner" @@ -671,6 +673,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:15 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:22 #: ../../content/applications/finance/accounting/payments/batch.rst:15 @@ -688,7 +691,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 #: ../../content/applications/finance/accounting/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:13 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:22 @@ -699,15 +702,15 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:29 #: ../../content/applications/finance/fiscal_localizations/chile.rst:290 #: ../../content/applications/finance/fiscal_localizations/chile.rst:332 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/germany.rst:58 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:620 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:726 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:847 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:40 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:766 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:906 #: ../../content/applications/finance/fiscal_localizations/peru.rst:25 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 @@ -718,7 +721,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:60 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:9 #: ../../content/applications/finance/payment_acquirers/mollie.rst:8 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:141 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:146 #: ../../content/applications/finance/payment_acquirers/sips.rst:9 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:30 msgid "Configuration" @@ -2917,7 +2920,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Typ" @@ -2985,7 +2988,7 @@ msgstr ":doc:`../customer_invoices/cash_discounts`" #: ../../content/applications/finance/accounting/customer_invoices.rst:5 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:86 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:310 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:321 msgid "Customer invoices" msgstr "Kundenrechnungen" @@ -3048,7 +3051,7 @@ msgstr "" "genannten Entwurfsrechnung durch die Mitarbeiter des Lagers." #: ../../content/applications/finance/accounting/customer_invoices.rst:35 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:284 msgid "Invoice creation" msgstr "Erstellung von Rechnungen" @@ -3275,8 +3278,8 @@ msgstr "115" #: ../../content/applications/finance/accounting/taxes.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:164 #: ../../content/applications/finance/fiscal_localizations/chile.rst:198 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:165 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:69 #: ../../content/applications/finance/fiscal_localizations/peru.rst:242 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:127 @@ -4661,7 +4664,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:97 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:26 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:32 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:16 #: ../../content/applications/finance/fiscal_localizations/france.rst:182 #: ../../content/applications/finance/fiscal_localizations/india.rst:16 @@ -4669,9 +4672,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:34 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:66 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:15 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:14 @@ -4680,16 +4682,15 @@ msgstr "Name" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:98 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:27 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:17 #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:17 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:35 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:67 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:15 @@ -6188,479 +6189,952 @@ msgid ":doc:`../fiscal_localizations`" msgstr ":doc:`../fiscal_localizations`" #: ../../content/applications/finance/accounting/get_started.rst:190 -msgid "`Odoo Tutorials: Accounting Basics `_" -msgstr "`Odoo Tutorials: Accounting Basics `_" +msgid "" +"`Odoo Tutorials: Accounting and Invoicing - Getting started [video] " +"`_" +msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:3 -msgid "Inventory average price valuation" -msgstr "Durchschnittspreis der Bestandsbewertung" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:5 -msgid "" -"As stated in the :doc:`inventory valuation page " -"`," -" one of the possible costing method you can use in perpetual stock " -"valuation, is the average cost." +msgid "Average price on returned goods" msgstr "" -"Wie auf der :doc:`Bestandbewertungsseite " -"`" -" angegeben ist eine der verfügbaren Kostenmethoden für die permanente " -"Bestandsbewertung ist die Durchschnittskosten." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:10 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:9 msgid "" -"This document answers to one recurrent question for companies using that " -"method to make their stock valuation: how does a shipping returned to its " -"supplier impact the average cost and the accounting entries? This document " -"is **only** for the specific use case of a perpetual valuation (as opposed " -"to the periodic one) and in average price costing method (as opposed to " -"standard of FIFO)." +"*Average cost valuation* (AVCO) is an inventory valuation method that " +"evaluates cost based on the total cost of goods bought or produced during a " +"period, divided by the total number of items on-hand. Inventory valuation is" +" used to:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:13 +msgid "reflect the value of a company's assets;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:14 +msgid "keep track of the amount of unsold goods;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:15 +msgid "account for monetary value in goods that have yet to generate profit;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:16 +msgid "report on flow of goods throughout the quarter." msgstr "" -"Dieses Dokument beantwortet eine immer wiederkehrende Frage für Unternehmen," -" die diese Methode für ihre Bestandsbewertung verwenden: Wie wirkt sich ein " -"an den Lieferanten zurückgesandter Versand auf die Durchschnittskosten und " -"die Buchungen aus? Dieses Dokument ist **nur** für den speziellen " -"Anwendungsfall einer kontinuierlichen Bewertung (im Gegensatz zur " -"periodischen) und der Durchschnittspreiskalkulation (im Gegensatz zum FIFO-" -"Standard) bestimmt." #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:18 -msgid "Definition of average cost" -msgstr "Definition der Durchschnittskosten" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:20 msgid "" -"The average cost method calculates the cost of ending inventory and cost of " -"goods sold on the basis of weighted average cost per unit of inventory." +"Because |AVCO| uses the weighted average to evaluate the cost, it is a good " +"fit for companies that sell only a few different products in large " +"quantities. In Odoo, this costing analysis is *automatically updated* each " +"time products are received." msgstr "" -"Die Durchschnittskostenmethode berechnet die Kosten des Endbestands und der " -"Herstellkosten des Umsatzes auf der Grundlage der gewogenen " -"Durchschnittskosten pro Einheit des Bestands" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:24 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:22 msgid "" -"The weighted average cost per unit is calculated using the following " -"formula:" +"Thus, when shipments are returned to their supplier, Odoo automatically " +"generates accounting entries to reflect the change in inventory valuation. " +"However, Odoo does **not** automatically update the |AVCO| calculation, " +"because :ref:`this can potentially create inconsistencies with inventory " +"valuation `." msgstr "" -"Die gewichteten Durchschnittskosten pro Einheit werden anhand der folgenden " -"Formel berechnet:" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:27 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:28 msgid "" -"When new products arrive in a warehouse, the new average cost is recomputed " -"as:" +"This document addresses a specific use case for theoretical purposes. " +"Navigate :ref:`here ` for instructions" +" on how to set up and use |AVCO| in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:32 +msgid "" +":ref:`Using inventory valuation `" msgstr "" -"Wenn neue Produkte im Lagerhaus ankommen, werden die neuen " -"Durchschnittskosten wie folgt neu berechnet:" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:33 msgid "" -"When products leave the warehouse: the average cost **does not** change" +":ref:`Other inventory valuation methods " +"`" msgstr "" -"Wenn Produkte das Lagerhaus verlassen: die Durschnittskosten ändern sich " -"**nicht**." - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 -msgid "Defining the purchase price" -msgstr "Den Einkaufspreis bestimmen" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:38 msgid "" -"The purchase price is estimated at the reception of the products (you might " -"not have received the vendor bill yet) and reevaluated at the reception of " -"the vendor bill. The purchase price includes the cost you pay for the " -"products, but it may also includes additional costs, like landed costs." +"To use average cost inventory valuation on a product, navigate to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"select the category that will be using |AVCO|. On the product category page," +" set :guilabel:`Costing Method` to `Average Cost (AVCO)` and " +":guilabel:`Inventory Valuation` to `Automated`." msgstr "" -"Der Einkaufspreis wird bei Erhalt der Produkte geschätzt (Sie haben die " -"Rechnung des Lieferanten möglicherweise noch nicht erhalten) und bei Erhalt " -"der Rechnung des Lieferanten neu bewertet. Der Einkaufspreis umfasst die " -"Kosten, die Sie für die Produkte bezahlen, aber er kann auch zusätzliche " -"Kosten, wie z. B. die Einstandskosten, enthalten." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:45 -msgid "Average cost example" -msgstr "Beispiel für Durchschnittskosten" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:44 +msgid "" +":ref:`Inventory valuation configuration " +"`" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:47 +msgid "Using average cost valuation" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:49 +msgid "" +"The average cost method adjusts the inventory valuation when products are " +"received in the warehouse. This section explains how it works, but if the " +"explanation is unnecessary, skip to the :ref:`return to supplier use case " +"` section." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 +msgid "Formula" +msgstr "Formel" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:58 +msgid "" +"When new products arrive, the new average cost for each product is " +"recomputed using the formula:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +msgid "" +"Avg~Cost = \\frac{(Old~Qty \\times Old~Avg~Cost) + (Incoming~Qty \\times Purchase~Price)}{Final~Qty}\n" +"\n" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:63 +msgid "**Old Qty**: product count in stock before receiving the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +msgid "" +"**Old Avg Cost**: calculated average cost for a single product from the " +"previous inventory valuation;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:66 +msgid "**Incoming Qty**: count of products arriving in the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:67 +msgid "" +"**Purchase Price**: estimated price of products at the reception of products" +" (since vendor bills may arrive later). The amount includes not only the " +"price for the products, but also added costs, such as shipping, taxes, and " +":ref:`landed costs `. At reception of the " +"vendor bill, this price is adjusted;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:71 +msgid "**Final Qty**: quantity of on-hand stock after the stock move." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:76 +msgid "" +"When products leave the warehouse, the average cost **does not** change. " +"Read about why the average cost valuation is **not** adjusted :ref:`here " +"`." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +msgid "Compute average cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 +msgid "" +"To understand how the average cost of a product changes with each shipment, " +"consider the following table of warehouse operations and stock moves. Each " +"is a different example of how the average cost valuation is affected." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Operation" msgstr "Vorgang" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -msgid "Delta Value" -msgstr "Deltawert" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +msgid "Incoming Value" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Inventory Value" msgstr "Inventurbestandswert" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Qty On Hand" msgstr "Vorrätige Menge" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Avg Cost" msgstr "Durchschnittskosten" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$0" msgstr "0 €" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 #: ../../content/applications/finance/fiscal_localizations/france.rst:240 msgid "0" msgstr "0" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -msgid "Receive 8 Products at $10" -msgstr "8 Produkte zu je 10 e erhalten" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "Receive 8 tables at $10/unit" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -msgid "+8\\*$10" -msgstr "+8\\*$10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "8 * $10" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$80" msgstr "80 USD" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "8" msgstr "8" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$10" msgstr "10 €" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -msgid "Receive 4 Products at $16" -msgstr "4 Produkte zu je 10 € erhalten" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "Receive 4 tables at $16/unit" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -msgid "+4\\*$16" -msgstr "+4\\*16 €" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "4 * $16" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "$144" msgstr "144 €" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 #: ../../content/applications/finance/fiscal_localizations/france.rst:88 #: ../../content/applications/finance/fiscal_localizations/france.rst:111 msgid "12" msgstr "12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$12" msgstr "12 €" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -msgid "Deliver 10 Products" -msgstr "10 Produkte liefern" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "Deliver 10 tables" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -msgid "-10\\*$12" -msgstr "-10\\*12 €" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "-10 * $12" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "$24" msgstr "24 e" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "2" msgstr "2" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 msgid "" -"At the beginning, the Avg Cost is set to 0 set as there is no product in the" -" inventory. When the first reception is made, the average cost becomes " -"logically the purchase price." +"Ensure comprehension of the above computations by reviewing the \"Receive 8 " +"tables at $10/unit\" example." msgstr "" -"Zu Beginn sind die Durchschnittskosten auf 0 gesetzt, da sich kein Produkt " -"im Bestand befindet. Wenn der erste Eingang erfolgt, werden die " -"durchschnittlichen Kosten logischerweise zum Einkaufspreis." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:106 +msgid "Initially, the product stock is 0, so all values are $0." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:108 msgid "" -"At the second reception, the average cost is updated because the total " -"inventory value is now ``$80 + 4*$16 = $144``. As we have 12 units on hand, " -"the average price per unit is ``$144 / 12 = $12``." +"In the first warehouse operation, `8` tables are received at `$10` each. The" +" average cost is calculated using the :ref:`formula " +"`:" msgstr "" -"Beim zweiten Wareneingang werden die Durchschnittskosten aktualisiert, da " -"der Gesamtwert des Inventars nun ``80 $ + 4*16 $ = 144 $`` beträgt. Da wir " -"12 Einheiten auf Lager haben, beträgt der Durchschnittspreis pro Einheit " -"``144 $/ 12 = 12 $``." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:68 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:111 msgid "" -"By definition, the delivery of 10 products does not change the average cost." -" Indeed, the inventory value is now $24 as we have only 2 units remaining of" -" each ``$24 / 2 = $12``." +"Avg~Cost = \\frac{0 + 8 \\times $10}{8} = \\frac{$80}{8} = $10\n" +"\n" msgstr "" -"Definitionsgemäß ändert die Lieferung von 10 Produkten nichts an den " -"Durchschnittskosten. In der Tat beträgt der Bestandswert jetzt 24 $, da wir " -"nur noch 2 Einheiten von jedem ``24 $/ 2 = 12 $`` haben." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:73 -msgid "Purchase return use case" -msgstr "Anwendungsfall einer Einkaufsretoure" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:75 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:114 msgid "" -"In case of a product returned to its supplier after reception, the inventory" -" value is reduced using the average cost formulae (not at the initial price " -"of these products!)." +"Since the *incoming quantity* of tables is `8` and the *purchase price* for " +"each is `$10`," msgstr "" -"Im Falle eines Produkts, das nach Erhalt an den Lieferanten zurückgegeben " -"wird, wird der Lagerwert anhand der Durchschnittskostenformeln reduziert " -"(nicht zum ursprünglichen Preis dieser Produkte!)." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:79 -msgid "Which means that the above table will be updated as follow:" -msgstr "Das bedeutet, dass die obige Tabelle wie folgt aktualisiert wird:" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:115 +msgid "The inventory value in the numerator is evaluated to `$80`;" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "Return of 1 Product initially bought at $10" -msgstr "Retoure von 1 Produkt, das für 10 $ eingekauft wurde" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:116 +msgid "`$80` is divided by the total amount of tables to store, `8`;" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "-1\\*$12" -msgstr "-1\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 +msgid "`$10` is the average cost of a single table from the first shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 +msgid "" +"To verify this in Odoo, in the *Purchase* app, order `8` quantities of a new" +" product, `Table`, with no previous stock moves, for `$10` each." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:122 +msgid "" +"In the table's :guilabel:`Product Category` field in the :guilabel:`General " +"Information` tab of the product form, click the :guilabel:`➡️ (arrow)` icon," +" to open an :guilabel:`External Link` to edit the product category. Set the " +":guilabel:`Costing Method` to `Average Cost (AVCO)` and :guilabel:`Inventory" +" Valuation` to `Automated`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:127 +msgid "" +"Then, return to the purchase order. Click :guilabel:`Confirm Order`, and " +"click :guilabel:`Receive Products` to confirm receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 +msgid "" +"Next, check the inventory valuation record generated by the product " +"reception by navigating to :menuselection:`Inventory --> Reporting --> " +"Inventory Valuation`. Select the drop-down for `Table`, and view the " +":guilabel:`Total Value` column for the *valuation layer* (:dfn:`inventory " +"valuation at a specific point in time = on-hand quantity * unit price`). The" +" 8 tables in-stock are worth $80." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show inventory valuation of 8 tables in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:141 +msgid "" +"When the product category's :guilabel:`Costing Method` is set to " +":guilabel:`AVCO`, then the average cost of a product is also displayed on " +"the :guilabel:`Cost` field, under the :guilabel:`General Information` tab, " +"on the product page itself." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +msgid "Product delivery (use case)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 +msgid "" +"For outgoing shipments, :ref:`outbound products have no effect on the " +"average cost valuation `. Although the " +"average cost valuation is not recalculated, the inventory value still " +"decreases because the product is removed from stock and delivered to the " +"customer location." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +msgid "" +"To demonstrate that the average cost valuation is not recalculated, examine " +"the \"Deliver 10 tables\" example." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:157 +msgid "" +"Avg~Cost = \\frac{12 \\times $12 + (-10) \\times $12}{12-10} = \\frac{24}{2} = $12\n" +"\n" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +msgid "" +"Because 10 tables are being sent out to customers, the *incoming quantity* " +"is `-10`. The previous average cost (`$12`) is used in lieu of a vendor's " +"*purchase price*;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:162 +msgid "The *incoming inventory value* is `-10 * $12 = -$120`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 +msgid "" +"The old *inventory value* (`$144`) is added to the *incoming inventory " +"value* (`-$120`), so `$144 + -$120 = $24`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:165 +msgid "" +"Only `2` tables remain after shipping out `10` tables from `12`. So the " +"current *inventory value* (`$24`) is divided by the on-hand quantity (`2`);" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:167 +msgid "" +"`$24 / 2 = $12`, which is the same average cost as the previous operation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:169 +msgid "" +"To verify this in Odoo, sell `10` tables in the *Sales* app, validate the " +"delivery, and then review the inventory valuation record by going to in " +":menuselection:`Inventory --> Reporting --> Inventory Valuation`. In the " +"topmost valuation layer, delivering `10` tables reduces the product's value " +"by `-$120`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:174 +msgid "" +"**Note**: What is not represented in this stock valuation record is the " +"revenue made from this sale, so this decrease is not a loss to the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show how deliveries decrease inventory valuation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:184 +msgid "Return items to supplier (use case)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:186 +msgid "" +"Because the price paid to suppliers can differ from the price the product is" +" valued at with the |AVCO| method, Odoo handles returned items in a specific" +" way." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:189 +msgid "" +"Products are returned to suppliers at the original purchase price, but;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:190 +msgid "The internal cost valuation remains unchanged." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:192 +msgid "" +"The above :ref:`example table ` is updated as" +" follows:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +msgid "Qty*Avg Cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "Return 1 table bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "-1 * $12" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 #: ../../content/applications/finance/fiscal_localizations/france.rst:242 msgid "1" msgstr "1" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:90 -msgid "Explanation: counter example" -msgstr "Erklärung: Zählerbeispiel" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:92 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 msgid "" -"Remember the definition of **Average Cost**, saying that we do not update " -"the average cost of a product leaving the inventory. If you break this rule," -" you may lead to inconsistencies in your inventory." +"In other words, returns to vendors are perceived by Odoo as another form of " +"a product exiting the warehouse. To Odoo, because the table is valued at $12" +" per unit, the inventory value is reduced by `$12` when the product is " +"returned; the initial purchase price of `$10` is unrelated to the table's " +"average cost." msgstr "" -"Denken Sie an die Definition von **Durchschnittskosten**, die besagt, dass " -"wir die Durchschnittskosten eines Produkts, das den Bestand verlässt, nicht " -"aktualisieren. Wenn Sie gegen diese Regel verstoßen, kann dies zu " -"Inkonsistenzen in Ihrem Bestand führen." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:96 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:208 msgid "" -"As an example, here is the scenario when you deliver one piece to the " -"customer and return the other one to your supplier (at the cost you " -"purchased it). Here is the operation:" +"To return a single table that was purchased for `$10`, navigate to the " +"receipt in the *Inventory* app for the :ref:`8 tables purchased in Exercise " +"1 ` by going to the :guilabel:`Inventory Overview`," +" clicking on :guilabel:`Receipts`, and selecting the desired receipt." msgstr "" -"Hier ein Beispiel: Sie liefern ein Teil an den Kunden und geben das andere " -"Teil an Ihren Lieferanten zurück (zu den Kosten, zu denen Sie es gekauft " -"haben). Hier ist der Vorgang:" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -msgid "Customer Shipping 1 product" -msgstr "Kundensendung von 1 Produkt" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:213 +msgid "" +"Then, click :guilabel:`Return` on the validated delivery order, and modify " +"the quantity to `1` in the reverse transfer window. This creates an outgoing" +" shipment for the table. Select :guilabel:`Validate` to confirm the outgoing" +" shipment." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -msgid "-1\\*$10" -msgstr "-1\\*10$" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:217 +msgid "" +"Return to :menuselection:`Inventory --> Reporting --> Inventory Valuation` " +"to see how the outgoing shipment decreases the inventory value by $12." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Inventory valuation for return." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:227 +msgid "Eliminate stock valuation errors in outgoing products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:229 +msgid "" +"Inconsistencies can occur in a company's inventory when the average cost " +"valuation is recalculated on outgoing shipments." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:232 +msgid "" +"To demonstrate this error, the table below displays a scenario in which 1 " +"table is shipped to a customer and another is returned to a supplier at the " +"purchased price." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +msgid "Qty*Price" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "Ship 1 product to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "-1 \\* $12" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "Return 1 product initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "-1 \\* $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$2**" msgstr "**2$**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 msgid "**0**" msgstr "**0**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:110 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 msgid "" -"As you can see in this example, this is not correct: an inventory valuation " -"of $2 for 0 pieces in the warehouse." +"In the final operation above, the final inventory valuation for the table is" +" `$2` even though there are `0` tables left in stock." msgstr "" -"Wie Sie in diesem Beispiel sehen können, ist dies nicht korrekt: eine " -"Bestandsbewertung von 2 $ für 0 Stück im Lager." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:113 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:248 +msgid "Correct method" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:250 msgid "" -"The correct scenario should be to return the goods at the current average " -"cost:" +"Use the average cost to value the return. This does not mean the company " +"gets $12 back for a $10 purchase; the item returned for $10 is valued " +"internally at $12. The inventory value change represents a product worth $12" +" no longer being accounted for in company assets." msgstr "" -"Das korrekte Szenario sollte sein, die Waren zu den aktuellen " -"Durchschnittskosten zurückzugeben:" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "**$0**" -msgstr "**0 $**" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:255 +msgid "Anglo-Saxon accounting" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:126 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:257 msgid "" -"On the other hand, using the average cost to value the return ensure a " -"correct inventory value at all times." +"In addition to using |AVCO|, companies that use **Anglo-Saxon accounting** " +"also keep a holding account that tracks the amount to be paid to vendors. " +"Once a vendor delivers an order, **inventory value** increases based on the " +"vendor price of the products that have entered the stock. The holding " +"account (called **stock input**) is credited and only reconciled once the " +"vendor bill is received." msgstr "" -"Andererseits gewährleistet die Verwendung der Durchschnittskosten zur " -"Bewertung der Retoure jederzeit einen korrekten Bestandswert." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 -msgid "Further thoughts on anglo saxon mode" -msgstr "Weitere Infos zum angelsächsischen Modus" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:132 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:263 msgid "" -"For people in using the **anglo saxon accounting** principles, there is " -"another concept to take into account: the stock input account of the " -"product, which is intended to hold at any time the value of vendor bills to " -"receive. So the stock input account will increase on reception of incoming " -"shipments and will decrease when receiving the related vendor bills." +":ref:`Anglo-Saxon vs. Continental " +"`" msgstr "" -"Bei der Anwendung der **angelsächsischen Buchhaltung** gibt es noch ein " -"weiteres Konzept zu berücksichtigen: das Bestandseingangskonto des Produkts," -" das dazu bestimmt ist, jederzeit den Wert der zu erhaltenden " -"Lieferantenrechnungen aufzunehmen. Das Bestandseingangskonto erhöht sich " -"also bei eingehenden Sendungen und verringert sich bei Erhalt der " -"entsprechenden Lieferantenrechnungen." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:139 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:265 msgid "" -"Back to our example, we see that when the return is valued at the average " -"price, the amount booked in the stock input account is the original purchase" -" price:" +"The table below reflects journal entries and accounts. The *stock input* " +"account stores the money intended to pay vendors when the vendor bill has " +"not yet been received. To balance accounts when returning products that have" +" a price difference between the price the product is **valued at** and the " +"price it was bought for, a *price difference* account is created." msgstr "" -"Zurück zu unserem Beispiel: Wir sehen, dass bei der Bewertung der Retoure " -"zum Durchschnittspreis der Betrag, der auf dem Bestandseingangskonto " -"verbucht wird, dem ursprünglichen Einkaufspreis entspricht:" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "stock input" -msgstr "Bestandseingang" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Stock Input" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "price diff" -msgstr "Preisdiff." +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Price Diff" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +msgid "Receive 8 tables at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "($80)" msgstr "(80 $)" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "Receive vendor bill $80" msgstr "Lieferantenrechnung von 80 $ erhalten" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +msgid "Receive 4 tables at $16" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 msgid "($64)" msgstr "(64 $)" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "Receive vendor bill $64" msgstr "Lieferantenrechnung von 64 $ erhalten" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +msgid "Deliver 10 tables to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "Return 1 table initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$10**" msgstr "**10 $**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$12**" msgstr "**12 $**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "Receive vendor refund $10" msgstr "Lieferantengutschrift von 80 $ erhalten" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$2" msgstr "2 $" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 -msgid "" -"This is because the vendor refund will be made using the original purchase " -"price, so to zero out the effect of the return in the stock input in last " -"operation, we need to reuse the original price. The price difference account" -" located on the product category is used to book the difference between the " -"average cost and the original purchase price." +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 +msgid "Product reception" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:296 +msgid "Summary" +msgstr "Zusammenfassung" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:298 +msgid "" +"At product reception, Odoo ensures companies can pay for goods that were " +"purchased by preemptively moving an amount matching the price of received " +"goods into the :doc:`liability account " +"`, **Stock " +"Input**. Then, once the bill has been received, the amount in the holding " +"account is transferred to *Accounts Payable*. Transfers into this account " +"means the bill has been paid. **Stock Input** is reconciled once the vendor " +"bill is received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:305 +msgid "" +"Inventory valuation is a method of calculating how much each in-stock " +"product is worth internally. Since there is a difference between the price " +"the product is **valuated at** and the price the product was actually " +"**purchased for**, the **Inventory Valuation** account is unrelated to the " +"crediting and debiting operations of the **Stock Input** account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:310 +msgid "To conceptualize all this, follow the breakdown below." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:313 +msgid "Accounts balanced at received products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:315 +msgid "" +"In this example, a company starts with zero units of a product, `table`, in " +"stock. Then, 8 tables are received from the vendor:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:318 +msgid "" +"The **Stock Input** account stores `$80` of credit owed to the vendor. The " +"amount in this account is unrelated to the inventory value." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:320 +msgid "" +"`$80` worth of tables came **in** (**debit** the *Inventory Value* account " +"`$80`), and" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:321 +msgid "" +"`$80` must be paid **out** for received goods (**credit** the *Stock Input* " +"account `$80`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:324 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:367 +msgid "In Odoo" +msgstr "In Odoo" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:326 +msgid "" +"Odoo generates an accounting journal entry when shipments that use |AVCO| " +"costing method are received. Configure a :guilabel:`Price Difference " +"Account` by selecting the :guilabel:`➡️ (arrow)` icon next to the " +":guilabel:`Product Category` field on the product page." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:330 +msgid "" +"Under :guilabel:`Account Properties`, create a new :guilabel:`Price " +"Difference Account` by typing in the name of the account and clicking " +":guilabel:`Create and Edit`. Then set the account :guilabel:`Type` as " +"`Expenses`, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Create price difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:338 +msgid "" +"Then, receive the shipment in the *Purchase* app or *Inventory* app, and " +"navigate to the :menuselection:`Accounting app --> Accounting --> Journal " +"Entries`. In the list, find the :guilabel:`Reference` that matches the " +"warehouse reception operation for the relevant product." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show accounting entry of 8 tables from the list." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:346 +msgid "" +"Click on the line for 8 tables. This accounting journal entry shows that " +"when the 8 tables were received, the `Stock Valuation` account increased by " +"`$80`. Conversely, the **Stock Input** account (set as `Stock Interim " +"(Received)` account by default) is credited `$80`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Debit stock valuation and credit stock input 80 dollars." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:355 +msgid "Accounts balanced at received vendor bill" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:357 +msgid "" +"In this example, a company starts with zero units of a product, table, in " +"stock. Then, 8 tables are received from the vendor. When the bill is " +"received from vendor for 8 tables:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:360 +msgid "" +"Use `$80` in the **Stock Input** account to pay the bill. This cancels out " +"and the account now holds `$0`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:362 +msgid "Debit **Stock Input** `$80` (to reconcile this account)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:363 +msgid "" +"Credit **Accounts payable** `$80`. This account stores the amount the " +"company owes others, so accountants use the amount to write checks to " +"vendors." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:369 +msgid "" +"Once the vendor requests payment, navigate to the :menuselection:`Purchase " +"app --> Orders --> Purchase` and select the :abbr:`PO (Purchase Order)` for " +"8 tables. Inside the :abbr:`PO (Purchase Order)`, select :guilabel:`Create " +"Bill`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:373 +msgid "" +"Switch to the :guilabel:`Journal Items` tab to view how `$80` is transferred" +" from the holding account, `Stock Interim (Received)` to `Accounts Payable`." +" :guilabel:`Confirm` the bill to record the payment to the vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show bill linked to the purchase order for 8 tables." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:382 +msgid "On product delivery" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:384 +msgid "" +"In the :ref:`above example table `, when 10" +" products are delivered to a customer, the **Stock Input** account is " +"untouched because there are no new products coming in. To put it simply:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:388 +msgid "" +"**Inventory valuation** is credited `$120`. Subtracting from inventory " +"valuation represents `$120` worth of products exiting the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:390 +msgid "Debit **Accounts Receivable** to record revenue from the sale." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show journal items linked to sale order." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:398 +msgid "" +"In the accounting journal entry invoicing a customer for 10 tables, the " +"accounts **Product Sales**, **Tax Received**, and **Accounts Receivable** " +"all pertain to the sale of the product. **Accounts Receivable** is the " +"account where the customer payment will be received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:402 +msgid "" +"Anglo-Saxon accounting recognizes the cost of goods sold (COGS) once the " +"sale is made. So, up until the product is sold, scrapped, or returned, costs" +" of keeping the product in stock are not accounted for. The **Expense** " +"account is debited `$120` to log the costs of storing 10 tables during this " +"period of time." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:408 +msgid "On product return" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:410 +msgid "" +"In the :ref:`above example table `, when " +"returning 1 product to a vendor purchased at `$10`, a company expects `$10` " +"in the **Accounts Payable** account from the vendor. However, **Stock " +"Input** account must be debited `$12` because the average cost is `$12` at " +"the time of the return. The missing `$2` is accounted for in the " +":guilabel:`Price Difference Account`, which is set up in the product's " +":guilabel:`Product Category`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:417 +msgid "" +"Behavior of *price difference accounts* varies from localization. In this " +"case, the account is intended to store differences between vendor price and " +"*automated* inventory valuation methods." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:420 +msgid "Summary:" +msgstr "Zusammenfassung:" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:422 +msgid "" +"Debit **Stock Input** account `$10` to move the table from stock to stock " +"input. This move is to indicate that the table is to be processed for an " +"outgoing shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:424 +msgid "" +"Debit **Stock Input** an additional `$2` to account for the **Price " +"Difference**." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:425 +msgid "" +"Credit **Stock Valuation** `$12` because the item is leaving the stock." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "2 dollar difference expensed in Price Difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:431 +msgid "Once the vendor's refund is received," +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:433 +msgid "" +"Credit **Stock Input** account `$10` to reconcile the price of the table." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:434 +msgid "" +"Debit **Accounts Payable** `$10` to have the accountants collect and " +"register the payment in their journal." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Return to get 10 dollars back." msgstr "" -"Der Grund dafür ist, dass die Rückerstattung durch den Lieferanten auf der " -"Grundlage des ursprünglichen Einkaufspreises erfolgt. Um die Auswirkungen " -"der Retoure im Bestandseingang im letzten Vorgang auszugleichen, müssen wir " -"also den ursprünglichen Preis wieder verwenden. Das Preisdifferenzkonto in " -"der Produktkategorie wird verwendet, um die Differenz zwischen den " -"durchschnittlichen Kosten und dem ursprünglichen Einkaufspreis zu verbuchen." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:3 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:79 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/chile.rst:145 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:215 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1008 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 msgid "Chart of accounts" @@ -6669,85 +7143,45 @@ msgstr "Kontenplan Finanzkonten" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:5 msgid "" "The **chart of accounts (COA)** is the list of all the accounts used to " -"record financial transactions in the general ledger of an organization." +"record financial transactions in the general ledger of an organization. The " +"chart of accounts can be found under " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`." msgstr "" -"Der **Kontenplan** ist eine Liste aller Konten, die verwendet werden, um " -"Finanztransaktionen im Hauptbuch einer Organisation zu erfassen." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:8 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:9 msgid "" -"The accounts are usually listed in the order of appearance in the financial " -"reports. Most of the time, they are listed as follows :" +"When browsing your chart of accounts, you can sort the accounts by " +":guilabel:`Code`, :guilabel:`Account Name`, or :guilabel:`Type`, but other " +"options are available in the drop-down menu :guilabel:`(⋮)`." msgstr "" -"Die Konten werden in der Regel in der Reihenfolge aufgeführt, in der sie in " -"den Finanzberichten erscheinen. Meistens werden sie wie folgt aufgelistet:" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:11 -msgid "Balance Sheet accounts:" -msgstr "Bilanzkonten:" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:13 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 -msgid "Assets" -msgstr "Vermögenswerte" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:14 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 -msgid "Liabilities" -msgstr "Verbindlichkeiten" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:15 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:87 -msgid "Equity" -msgstr "EIGENKAPITAL" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 -msgid "Profit & Loss:" -msgstr "Gewinn & Verlust:" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 -msgid "Income" -msgstr "Erlöse" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:20 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:95 -msgid "Expense" -msgstr "betrieblicher Aufwand" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:22 -msgid "" -"When browsing your chart of accounts, you can filter the accounts by number," -" in the left column, and also group them by :guilabel:`Account Type`." -msgstr "" -"Wenn Sie Ihren Kontenplan durchsuchen, können Sie die Konten in der linken " -"Spalte nach Nummern filtern und sie außerdem nach :guilabel:`Kontotyp` " -"gruppieren." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Group the accounts by type in Odoo Accounting" msgstr "Die Konten nach Typ in Odoo Buchhaltung gruppieren" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:30 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 msgid "Configuration of an account" msgstr "Konfiguration eines Kontos" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:32 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 msgid "" -"The country you select at the creation of your database (or additional " -"company on your database) determines which **fiscal localization package** " -"is installed by default. This package includes a standard chart of accounts " -"already configured according to the country's regulations. You can use it " -"directly or set it according to your company's needs." +"The country you select during the creation of your database (or additional " +"company in your database) determines which :doc:`fiscal localization package" +" <../../fiscal_localizations>` is installed by default. This package " +"includes a standard chart of accounts already configured according to the " +"country's regulations. You can use it directly or set it according to your " +"company's needs." msgstr "" -"Das Land, das Sie bei der Erstellung Ihrer Datenbank (oder eines " -"zusätzlichen Unternehmens in Ihrer Datenbank) auswählen, bestimmt, welches " -"**Steuerliche Lokalisierungspaket** standardmäßig installiert wird. Dieses " -"Paket enthält einen Standardkontenplan, der bereits entsprechend den " -"Vorschriften des Landes konfiguriert ist. Sie können ihn direkt verwenden " -"oder ihn nach den Bedürfnissen Ihres Unternehmens einstellen." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:38 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:24 +msgid "" +"To create a new account, go to " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`, click " +":guilabel:`Create`, and fill in (at the minimum) the required fields " +"(:guilabel:`Code, Account Name, Type`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:29 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." @@ -6755,28 +7189,17 @@ msgstr "" "Es ist nicht möglich, die **Steuerliche Lokalisierung** eines Unternehmens " "zu ändern, sobald eine Journalbuchung gebucht worden ist." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 -msgid "" -"To create a new account, go to :menuselection:`Accounting --> Configuration " -"--> Chart of Accounts`, click on :guilabel:`Create`, and fill out the form." -msgstr "" -"Um ein neues Konto zu erstellen, gehen Sie auf :menuselection:`Buchhaltung " -"--> Konfiguration --> Kontenplan`, klicken Sie auf :guilabel:`Neu` und " -"füllen Sie das Formular aus." - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "Code and name" msgstr "Code und Name" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 msgid "" -"Each account is identified by its **code** and **name**, which also " -"indicates the account's purpose." +"Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " +"which also indicate the account's purpose." msgstr "" -"Jedes Konto wird durch seinen **Code** und **Namen** identifiziert, der auch" -" den Zweck des Kontos angibt." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" @@ -6784,63 +7207,64 @@ msgstr "" "Die korrekte Konfiguration des **Kontotyps** ist von entscheidender " "Bedeutung, da sie mehreren Zwecken dient:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 msgid "Information on the account's purpose and behavior" msgstr "Informationen über den Zweck und das Verhalten des Kontos" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:57 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:46 msgid "Generate country-specific legal and financial reports" msgstr "Erstellung von länderspezifischen Rechts- und Finanzberichten" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "Set the rules to close a fiscal year" msgstr "Festlegen der Regeln für den Abschluss eines Geschäftsjahres" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:59 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 msgid "Generate opening entries" msgstr "Eröffnungsbuchungen anlegen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:61 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " -"selector and select the right type among the following list:" +"selector and select the corresponding type from the following list:" msgstr "" -"Um einen Kontotyp zu konfigurieren, öffnen Sie die Drop-down-Liste des " -"Feldes :guilabel:`Typ` und wählen den richtigen Typ aus der folgenden Liste " -"aus:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Report" msgstr "Bericht" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Category" msgstr "Kategorie" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Account Types" msgstr "Kontoarten" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 #: ../../content/applications/finance/fiscal_localizations/spain.rst:27 msgid "Balance Sheet" msgstr "Bilanz" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +msgid "Assets" +msgstr "Vermögenswerte" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Debitoren" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:69 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Liquide Mittel" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:71 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -6848,166 +7272,163 @@ msgstr "Liquide Mittel" msgid "Current Assets" msgstr "UMLAUFVERMÖGEN" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:73 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Anlagevermögen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:75 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 msgid "Prepayments" msgstr "Vorauszahlungen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:77 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 msgid "Fixed Assets" msgstr "Sachanlagen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +msgid "Liabilities" +msgstr "Verbindlichkeiten" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Kreditoren" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:81 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Credit Card" msgstr "Kreditkarte" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:83 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "KURZFRISTIGES FREMDKAPITAL" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:85 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Langfristige Verbindlichkeiten" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:89 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +msgid "Equity" +msgstr "EIGENKAPITAL" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Jahresüberschuss/Jahresfehlbetrag" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Erfolgsrechnung" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:93 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +msgid "Income" +msgstr "Erlöse" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 msgid "Other Income" msgstr "Sonstige betriebliche Erträge" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:97 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +msgid "Expense" +msgstr "betrieblicher Aufwand" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Depreciation" msgstr "Abschreibungen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:99 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Cost of Revenue" msgstr "Herstellungskosten" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Other" msgstr "Andere" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Off-Balance Sheet" msgstr "Ausserbilanz" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Assets, deferred expenses, and deferred revenues automation" msgstr "Automatisierung von Aktiva, aktiver und passiver Rechnungsabgrenzung" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "" -"Some **account types** display a new field **to automate** the creation of " -":ref:`assets ` entries, :ref:`deferred expenses " -"` entries, and :ref:`deferred revenues " -"` entries." +"Some **account types** can **automate** the creation of :ref:`assets " +"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`Setup` on an" +" account line and go to the :guilabel:`Automation` tab." msgstr "" -"Einige **Kontotypen** zeigen ein neues Feld an, um die Erstellung von " -"Buchungen von :ref:`Vermögensgegenständen `, " -":ref:`aktiven Rechnungsabgrenzungsposten` und :ref:`passiven " -"Rechnungsabgrenzungsposten` zu automatisieren." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 -msgid "You have three choices for the :guilabel:`Automation` field:" -msgstr "Sie haben drei Möglichkeiten für das Feld **Automatisierung**:" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +msgid "You have three choices for the :guilabel:`Automation` tab:" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`Nein`: Dies ist der Standardwert. Nichts passiert." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " -"account, a draft entry is created, but not validated. You must first fill " -"out the corresponding form." +"account, a draft entry is created but not validated. You must first fill out" +" the corresponding form." msgstr "" -":guilabel:`Als Entwurf erstellen`: Jedes Mal, wenn eine Transaktion auf dem" -" Konto gebucht wird, wird eine Entwurfsbuchung erstellt, aber nicht " -"validiert. Sie müssen zunächst das entsprechende Formular ausfüllen." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid "" -":guilabel:`Create and validate`: you must also select a **model**. Whenever " -"a transaction is posted on the account, an entry is created and immediately " -"validated." +":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " +"Expense Model`. Whenever a transaction is posted on the account, an entry is" +" created and immediately validated." msgstr "" -":guilabel:`Erstellen und validieren`: Sie müssen auch ein **Modell** " -"auswählen. Immer, wenn eine Transaktion auf dem Konto gebucht wird, wird " -"eine Buchungsposten erstellt und sofort validiert." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:110 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "Standardsteuern" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:122 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 msgid "" -"Select a **default tax** that will be applied when this account is chosen " -"for a product sale or purchase." +"In the :guilabel:`Setup` menu of an account, select a **default tax** to be " +"applied when this account is chosen for a product sale or purchase." msgstr "" -"Wählen Sie eine **Standardsteuer**, die angewendet wird, wenn dieses Konto " -"für einen Produktverkauf oder -kauf ausgewählt wird." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 msgid "Tags" msgstr "Tags" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." -" By default, you can choose among the tags that are used by the *Cash Flow " -"Statement*." +" To add a tag, under :guilabel:`Setup`, click the :guilabel:`Tags` field and" +" select an existing tag or :guilabel:`Create` a new one." msgstr "" -"Für einige Buchhaltungsberichte müssen **Stichwörter** für die " -"entsprechenden Konten festgelegt werden. Standardmäßig können Sie zwischen " -"den Stichwörtern wählen, die von der *Kapitalflussrechnung* verwendet " -"werden." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:123 msgid "Account groups" msgstr "Kontengruppen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " "Balance**. By default, groups are handled automatically based on the code of" " the group. For example, a new account `131200` is going to be part of the " -"group `131000`." +"group `131000`. You can attribute a specific group to an account in the " +":guilabel:`Group` field under :guilabel:`Setup`." msgstr "" -"**Kontengruppen** sind nützlich, um mehrere Konten als *Unterkonten* eines " -"größeren Kontos aufzulisten und so Berichte wie die **Rohbilanz** zu " -"konsolidieren. Standardmäßig werden Gruppen automatisch auf der Grundlage " -"des Codes der Gruppe behandelt. Zum Beispiel wird ein neues Konto `131200` " -"Teil der Gruppe `131000` sein." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 msgid "Create account groups manually" msgstr "Kontengruppen manuell erstellen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:143 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -7016,47 +7437,36 @@ msgstr "" "folgende Abschnitt ist nur für seltene und fortgeschrittene Anwendungsfälle " "gedacht." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" -"To create a new account group, :ref:`developer mode ` and " -"head to :menuselection:`Accounting app --> Configuration --> Account " +"To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting app-->Configuration-->Account " "Groups`. Here, create a new group and enter the :guilabel:`name, code " "prefix, and company` to which that group account should be available. Note " "that you must enter the same code prefix in both :guilabel:`From` and " ":guilabel:`to` fields." msgstr "" -"Um eine neue Kontogruppe zu erstellen, aktivieren Sie den " -":ref:`Entwicklermodus ` und gehen Sie auf " -":menuselection:`Buchhaltung --> Konfiguration --> Kontogruppen`. Legen Sie " -"hier eine neue Gruppe an und geben Sie den :guilabel:`Name, Code-Präfix und " -"das Unternehmen` ein, für die dieses Gruppenkonto verfügbar sein soll. " -"Beachten Sie, dass Sie in den Feldern :guilabel:`Von` und :guilabel:`Bis` " -"denselben Code-Präfix eingeben müssen." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Account groups creation." msgstr "Erstellung von Kontogruppen." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 msgid "" "To display your **Trial Balance** report with your account groups, go to " -":menuselection:`Accounting app-->Reporting-->Trial Balance`, then open the " +":menuselection:`Accounting-->Reporting-->Trial Balance`, then open the " ":guilabel:`Options` menu and select :guilabel:`Hierarchy and Subtotals`." msgstr "" -"Um Ihren Bericht **Rohbilanz** mit Ihren Kontengruppen anzuzeigen, gehen Sie" -" auf :menuselection:`Buchhaltung -->Berichtswesen -->Rohbilanz`, öffnen Sie " -"dann das Menü :guilabel:`Optionen` und wählen Sie :guilabel:`Hierarchie und " -"Zwischensummen`." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "Kontogruppen in Rohbilanz in Odoo Buchhaltung" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:154 msgid "Allow reconciliation" msgstr "Abstimmung erlauben" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:167 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." @@ -7065,7 +7475,7 @@ msgstr "" "Zahlungsverfahrens, können für die Abstimmung von Journalbuchungen verwendet" " werden." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7077,58 +7487,52 @@ msgstr "" "wird. Daher muss das Konto, das für die Erfassung von Kreditkartenzahlungen " "verwendet wird, so konfiguriert werden, dass es **Abstimmung** zulässt." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:163 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " -"settings, and save." +"settings, and :guilabel:`Save`; or enable the button from the chart of " +"accounts view." msgstr "" -"Kreuzen Sie dazu das Kontrollkästchen :guilabel:`Abstimmung erlauben` in den" -" Einstellungen des Kontos und speichern Sie." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 +msgid "Allow reconciliation for accounts in Odoo Accounting" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 msgid "Deprecated" msgstr "Nicht mehr verwenden" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 msgid "" "It is not possible to delete an account once a transaction has been recorded" -" on it. You can make them unusable by using the **Deprecated** feature." +" on it. You can make them unusable by using the **Deprecated** feature: " +"check the :guilabel:`Deprecated` box in the account's settings, and " +":guilabel:`Save`." msgstr "" -"Es ist nicht möglich, ein Konto zu löschen, sobald eine Transaktion auf ihm " -"erfasst wurde. Sie können sie mit der Funktion **Nicht mehr verwendet** " -"unbrauchbar machen." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 -msgid "" -"To do so, check the :guilabel:`Deprecated` box in the account's settings, " -"and save." -msgstr "" -"Kreuzen Sie dazu das Kontrollkästchen :guilabel:`Nicht mehr verwendet` in " -"den Einstellungen des Kontos an und speichern Sie." - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:187 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:188 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:189 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" msgstr ":doc:`../../fiscal_localizations`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:190 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -7136,7 +7540,7 @@ msgstr "" "`Odoo Tutorials: Kontenplan `_" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:191 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -9731,7 +10135,6 @@ msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" msgstr ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" #: ../../content/applications/finance/accounting/payments/multiple.rst:10 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:403 msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" msgstr ":doc:`/applications/finance/accounting/bank/reconciliation`" @@ -12347,13 +12750,9 @@ msgstr "API-Schlüssel von Odoo" msgid "" "You can create Odoo external API keys either :ref:`for a single database " "` (hosting: Odoo Online, On-premise, and Odoo.sh) or" -" :ref:`for multiple databases managed by a user ` " -"(hosting: Odoo Online)." +" :ref:`for all databases managed by a single user ` (hosting: Odoo Online)." msgstr "" -"Sie können externe API-Schlüssel von Odoo entweder :ref:`für eine einzelne " -"Datenbank ` (Hosting: Odoo Online, On-premise und " -"Odoo.sh) oder :ref:`für mehrere von einem Benutzer verwaltete Datenbanken " -"` (Hosting: Odoo Online) erstellen." #: ../../content/applications/finance/accounting/reporting/silverfin.rst:30 msgid "" @@ -12365,11 +12764,9 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:31 msgid "" -"You can copy the API key only at its creation, and you cannot retrieve it " -"later." +"You can copy the API key only at its creation. It is not possible to " +"retrieve it later." msgstr "" -"Sie können den API-Schlüssel nur bei seiner Erstellung kopieren und ihn " -"nicht später noch einmal aufrufen." #: ../../content/applications/finance/accounting/reporting/silverfin.rst:32 msgid "If you need it again, create a new API key (and delete the old one)." @@ -12382,21 +12779,18 @@ msgid ":doc:`/developer/reference/external_api`" msgstr ":doc:`/developer/reference/external_api`" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:40 -msgid "One key per database" -msgstr "Ein Schlüssel pro Datenbank" +msgid "Per database" +msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:42 msgid "" -"To create a new API key valid for a single database, click on the user menu," -" then on :guilabel:`My Profile`. Under the :guilabel:`Account Security` tab," -" click on :guilabel:`New API key`, confirm your password, give a descriptive" -" name to your new key, and copy the new API key." +"To add an API key to a **single** database, connect to the database, enable " +"the :ref:`developer mode `, click on the user menu, and then" +" :guilabel:`My Profile` / :guilabel:`Preferences`. Under the " +":guilabel:`Account Security` tab, click on :guilabel:`New API Key`, confirm " +"your password, give a descriptive name to your new key, and copy the API " +"key." msgstr "" -"Um einen neuen API-Schlüssel zu erstellen, der für eine einzelne Datenbank " -"gilt, klicken Sie auf das Benutzermenü und dann auf :guilabel:`Mein Profil`." -" Klicken Sie im Reiter :guilabel:`Kontosicherheit` auf :guilabel:`Neuer API-" -"Schlüssel`, bestätigen Sie Ihr Passwort, geben Sie Ihrem neuen Schlüssel " -"einen beschreibenden Namen und kopieren Sie den neuen API-Schlüssel." #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 msgid "creation of an Odoo external API key for a database" @@ -12407,27 +12801,25 @@ msgid ":ref:`api/external_api/keys`" msgstr ":ref:`api/external_api/keys`" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:56 -msgid "One key for multiple databases (fiduciaries)" -msgstr "Ein Schlüssel für mehrere Datenbanken (Niederlassungen)" +msgid "For all databases (fiduciaries)" +msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:58 msgid "" -"To create a new API key valid for all the databases of a single user **(the " -"easiest for fiduciaries)**, navigate to `Odoo's website " +"To add an API key to **all** databases managed by a single user at the same " +"time **(the easiest method for fiduciaries)**, navigate to `Odoo's website " "`_ and sign in with your administrator account. Next," " open `your account security settings in developer mode " "`_, click on :guilabel:`New API " "Key`, confirm your password, give a descriptive name to your new key, and " "copy the new API key." msgstr "" -"Um einen neuen API-Schlüssel zu erstellen, der für alle Datenbanken eines " -"einzelnen Benutzers **(am einfachsten für Vermögensverwalter)** gültig ist, " -"navigieren Sie zur `Odoo-Website `_ und melden sich " -"mit Ihrem Administratorkonto an. Als nächstes öffnen Sie `die " -"Sicherheitseinstellungen Ihres Kontos im Entwicklermodus " -"`_, klicken auf :guilabel:`Neuer " -"API-Schlüssel`, bestätigen Ihr Passwort, geben Ihrem neuen Schlüssel einen " -"beschreibenden Namen und kopieren den neuen API-Schlüssel." + +#: ../../content/applications/finance/accounting/reporting/silverfin.rst:65 +msgid "" +"Open the `database manager `_ to view all" +" databases that will be linked to the single API key." +msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 msgid "creation of an Odoo external API key for an Odoo user" @@ -12672,7 +13064,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:109 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:114 #: ../../content/applications/finance/accounting/taxes/retention.rst:70 msgid ":doc:`../taxes`" msgstr ":doc:`../taxes`" @@ -13764,7 +14156,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 #: ../../content/applications/finance/fiscal_localizations/chile.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:25 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 #: ../../content/applications/finance/fiscal_localizations/peru.rst:6 msgid "Introduction" msgstr "Einführung" @@ -14518,85 +14910,97 @@ msgstr "Steuerpositionen (Steuer- und Kontenzuordnung)" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:5 msgid "" "Default taxes and accounts are set on products and customers to create new " -"transactions on the fly. However, you might have to use different taxes and " -"record the transactions on different accounts, according to your customers' " -"and providers' localizations and business types." +"transactions on the fly. However, depending on the customers' and providers'" +" localization and business type, using different taxes and accounts for a " +"transaction might be necessary." msgstr "" +"Für Produkte und Kunden werden Standardsteuern und -konten festgelegt, um " +"neue Transaktionen im Handumdrehen zu erstellen. Abhängig von der " +"Lokalisierung der Kunden und Anbieter und der Art des Geschäfts kann es " +"jedoch erforderlich sein, unterschiedliche Steuern und Konten für eine " +"Transaktion zu verwenden." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:9 msgid "" -"**Fiscal Positions** allow you to create *sets of rules* to automatically " -"adapt the taxes and the accounts used for a transaction." +"**Fiscal positions** allow the creation of rules to adapt the taxes and " +"accounts used for a transaction automatically." msgstr "" +"**Steuerpositionen** ermöglichen die Erstellung von Regeln zur automatischen" +" Anpassung der für eine Transaktion verwendeten Steuern und Konten." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:12 msgid "" -"Example: Belgian to Intra-Community tax mapping with Fiscal Positions in " -"Odoo Accounting" +"They can be applied :ref:`automatically `, " +":ref:`manually `, or :ref:`assigned to a partner " +"`." msgstr "" +"Sie können :ref:`automatisch ` und :ref:`manuell" +" ` angewandt oder :ref:`einem Partner zugewiesen " +"` werden." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:16 -msgid "They can be applied in various ways:" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:18 msgid "" -":ref:`automatically applied, based on some rules " -"`" +"Several default fiscal positions are available as part of your :ref:`fiscal " +"localization package `." msgstr "" +"Als Teil Ihres :ref:`steuerlichen Lokalisierungspakets " +"` sind mehrere Standardsteuerpositionen " +"verfügbar." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:19 -msgid ":ref:`manually applied on a transaction `" -msgstr "" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:25 +msgid "Tax and account mapping" +msgstr "Steuer- und Kontenzuordnung" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 msgid "" -":ref:`assigned to a partner, on its contact form " -"`" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:23 -msgid "" -"A few Fiscal Positions are already preconfigured on your database, as part " -"of your :ref:`fiscal localization package `." +"To edit or create a fiscal position, go to :menuselection:`Accounting --> " +"Configuration --> Fiscal Positions`, and open the entry to modify or click " +"on :guilabel:`New`." msgstr "" +"Um eine Steuerposition zu bearbeiten oder zu erstellen, gehen Sie zu " +":menuselection:`Buchhaltung --> Konfiguration --> Steuerpositionen`, und " +"öffnen Sie den zu ändernden Eintrag oder klicken Sie auf :guilabel:`Neu`." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:30 -msgid "Tax and Account Mapping" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:32 -msgid "" -"To edit or create a Fiscal Position, go to :menuselection:`Accounting --> " -"Configuration --> Fiscal Positions`, and open the entry you want to modify " -"or click on *Create*." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:35 msgid "" "The mapping of taxes and accounts is based on the default taxes and accounts" -" defined in the products' forms." +" defined in the product form." msgstr "" +"Die Zuordnung von Steuern und Konten basiert auf den im Produktformular " +"definierten Standardsteuern und -konten." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:38 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:33 msgid "" -"To map to another tax or account, fill out the right column (**Tax to " -"Apply**/**Account to Use Instead**)." +"To map to another tax or account, fill out the right column (:guilabel:`Tax " +"to Apply`/ :guilabel:`Account to Use Instead`)." msgstr "" +"Um eine andere Steuer oder ein anderes Konto zuzuordnen, füllen Sie die " +"rechte Spalte aus (:guilabel:`Zu erhebende Steuer`/ " +":guilabel:`Ersatzkonto`)." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:40 -msgid "" -"To remove a tax, rather than replacing it with another, leave the field " -"**Tax to Apply** empty." -msgstr "" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's tax mapping" +msgstr "Beispiel der Steuerzuordnung einer Steuerposition" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:41 -msgid "" -"To replace a tax with multiple other taxes, add multiple lines with the same" -" **Tax on Product**." -msgstr "" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's account mapping" +msgstr "Beispiel der Kontenzuordnung einer Steuerposition" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:44 +msgid "To remove a tax, leave the field :guilabel:`Tax to Apply` empty." +msgstr "" +"Um eine Steuer zu entfernen, lassen Sie das Feld :guilabel:`Zu erhebende " +"Steuer` leer." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:45 +msgid "" +"To replace a tax with several other taxes, add multiple lines using the same" +" :guilabel:`Tax on Product`." +msgstr "" +"Um eine Steuer durch mehrere andere Steuern zu ersetzen, fügen Sie mehrere " +"Zeilen mit denselben :guilabel:`Steuern auf Produkt` ein." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:49 msgid "" "The mapping only works with *active* taxes. Therefore, make sure they are " "active by going to :menuselection:`Accounting --> Configuration --> Taxes`." @@ -14605,101 +15009,125 @@ msgstr "" "sicher, dass sie aktiv sind, indem Sie auf :menuselection:`Buchhaltung --> " "Konfiguration --> Steuern` gehen." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:50 -msgid "Automatic application" -msgstr "Automatische Anwendung" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:52 -msgid "" -"You can configure your Fiscal Positions to be applied automatically, " -"following a set of conditions." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:54 -msgid "" -"To do so, open the Fiscal Position you want to modify and click on **Detect " -"Automatically**. You can configure a few conditions:" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:57 -msgid "" -"**VAT Required**: The VAT number *must* be indicated in the customer's " -"contact form." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 -msgid "" -"**Country Group** / **Country**: The Fiscal Position is applied to these " -"countries." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 -msgid "Example of settings to apply a Fiscal Position automatically" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:65 -msgid "" -"Taxes on **eCommerce orders** are automatically updated once the visitor has" -" logged in or filled out their billing details." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:69 -msgid "" -"The Fiscal Positions' **sequence** - the order in which they are arranged - " -"defines which Fiscal Position to apply if the conditions are met in multiple" -" Fiscal Positions." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:72 -msgid "" -"For example, if the first Fiscal Position targets *country A*, and the " -"second Fiscal Position targets a *Country Group* that also comprises " -"*country A*, only the first Fiscal Position will be applied to customers " -"from *country A*." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:53 msgid "Application" msgstr "Anwendung" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:84 -msgid "Assign a Fiscal Position to a partner" -msgstr "" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 +msgid "Automatic application" +msgstr "Automatische Anwendung" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:86 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:60 msgid "" -"You can manually define which Fiscal Position must be used by default for a " -"specific partner." +"To automatically apply a fiscal position following a set of conditions, go " +"to :menuselection:`Accounting --> Configuration --> Fiscal Positions`, open " +"the fiscal position to modify, and tick :guilabel:`Detect Automatically`." msgstr "" +"Um eine Steuerposition automatisch nach einer Reihe von Bedingungen " +"anzuwenden, gehen Sie zu :menuselection:`Buchhaltung --> Konfiguration --> " +"Steuerposition`, öffnen Sie die zu ändernde Steuerposition und kreuzen Sie " +":guilabel:`Automatisch erkennen`." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:88 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:64 +msgid "From there, several conditions can be activated:" +msgstr "Dort können mehrere Bedingungen aktiviert werden:" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:66 msgid "" -"To do so, open the partner's contact form, go to the **Sales & Purchase** " -"tab, edit the **Fiscal Position** field, and click on *Save*." +":guilabel:`VAT Required`: the customer's VAT number must be present on their" +" contact form." msgstr "" +":guilabel:`MwSt. erforderlich`: Die Mehrwertsteuernummer des Kunden muss im " +"Kontaktformular angegeben werden." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:67 +msgid "" +":guilabel:`Country Group` and :guilabel:`Country`: the fiscal position is " +"only applied to the selected country or country group." +msgstr "" +":guilabel:`Ländergruppe` und :guilabel:`Land`: Die Steuerposition wird nur " +"auf das ausgewählte Land oder die ausgewählte Ländergruppe angewendet." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position automatic application settings" +msgstr "" +"Beispiel der Einstellungen der automatischen Verwendung einer Steuerposition" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:75 msgid "" -"Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo " -"Accounting" +"Taxes on **eCommerce orders** are automatically updated once the customer " +"has logged in or filled out their billing details." msgstr "" +"Die Steuern auf **E-Commerce-Bestellungen** werden automatisch aktualisiert," +" sobald sich der Kunde eingeloggt oder seine Rechnungsdaten ausgefüllt hat." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:98 -msgid "Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:100 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 msgid "" -"To manually select which Fiscal Position to use for a new Sales Order, " -"Invoice, or Bill, go to the **Other Info** tab and select the right **Fiscal" -" Position** *before* adding product lines." +"The fiscal positions' **sequence** defines which fiscal position is applied " +"if all conditions set on multiple fiscal positions are met simultaneously." msgstr "" +"Die **Sequenz** der Steuerpositionen legt fest, welche Steuerposition " +"angewendet wird, wenn alle auf mehreren Steuerpositionen festgelegten " +"Bedingungen gleichzeitig erfüllt sind." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:110 -msgid ":doc:`taxcloud` (decommissioning TaxCloud integration in Odoo 17+)" -msgstr ":doc:`taxcloud` (Entfernung der TaxCloud-Integration in Odoo 17+)" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:82 +msgid "" +"For example, suppose the first fiscal position in a sequence targets " +"*country A* while the second fiscal position targets a *country group* that " +"comprises *country A*. In that case, only the first fiscal position will be " +"applied to customers from *country A*." +msgstr "" +"Nehmen wir zum Beispiel an, dass die erste Steuerposition in einer Sequenz " +"auf *Land A* abzielt, während die zweite Steuerposition auf eine " +"*Ländergruppe* abzielt, die *Land A* umfasst. In diesem Fall wird nur die " +"erste Steuerposition auf Kunden aus *Land A* angewendet." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:111 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:89 +msgid "Manual application" +msgstr "Manuelle Verwendung" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:91 +msgid "" +"To manually select a fiscal position, open a sales order, invoice, or bill, " +"go to the :guilabel:`Other Info` tab and select the desired " +":guilabel:`Fiscal Position` before adding product lines." +msgstr "" +"Um eine Steuerposition manuell auszuwählen, öffnen Sie einen " +"Verkaufsauftrag, eine Ein- oder Ausgangsrechnung, wechseln Sie zum Reiter " +":guilabel:`Weitere Informationen` und wählen Sie die gewünschte " +":guilabel:`Steuerposition` aus, bevor Sie Produktzeilen hinzufügen." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a sales order, invoice, or bill" +msgstr "" +"Auswahl einer Steuerposition auf einem Verkaufsauftrag, Ein- oder " +"Ausgangsrechnung" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:102 +msgid "Assign to a partner" +msgstr "Einem Partner zuweisen" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:104 +msgid "" +"To define which fiscal position must be used by default for a specific " +"partner, go to :menuselection:`Accounting --> Customers --> Customers`, " +"select the partner, open the :guilabel:`Sales & Purchase` tab, and select " +"the :guilabel:`Fiscal Position`." +msgstr "" +"Um festzulegen, welche Steuerposition standardmäßig für einen bestimmten " +"Partner verwendet werden soll, gehen Sie zu :menuselection:`Buchhaltung --> " +"Kunden --> Kunden`, wählen Sie den Partner aus, öffnen Sie den Reiter " +":guilabel:`Verkauf & Einkauf` und wählen Sie die :guilabel:`Steuerposition`." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a customer" +msgstr "Auswahl einer Steuerposition auf einem Kunden" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:115 +msgid ":doc:`taxcloud`" +msgstr ":doc:`taxcloud`" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:116 msgid ":doc:`B2B_B2C`" msgstr ":doc:`B2B_B2C`" @@ -18371,7 +18799,6 @@ msgstr "Webinare" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:8 #: ../../content/applications/finance/fiscal_localizations/chile.rst:8 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 msgid "" "Below you can find videos with a general description of the localization, " "and how to configure it." @@ -18390,9 +18817,8 @@ msgstr "" "`VIDEO-WEBINAR E-COMMERCE `_." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:23 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "Modules installation" msgstr "Modulinstallation" @@ -18405,7 +18831,7 @@ msgstr "" "Funktionen der argentinischen Lokalisierung zu erhalten:" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:28 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 #: ../../content/applications/finance/fiscal_localizations/france.rst:59 #: ../../content/applications/finance/fiscal_localizations/india.rst:18 @@ -18413,9 +18839,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:36 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:68 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:18 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:16 @@ -18490,7 +18915,7 @@ msgstr "" "Rechnungen zu erstellen." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:47 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:144 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 #: ../../content/applications/finance/fiscal_localizations/peru.rst:43 msgid "Configure your company" msgstr "Konfigurieren Sie Ihr Unternehmen" @@ -20864,7 +21289,7 @@ msgid "Fiscal reports parameters." msgstr "Parameter für Steuerberichte." #: ../../content/applications/finance/fiscal_localizations/chile.rst:134 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:562 #: ../../content/applications/finance/fiscal_localizations/peru.rst:226 msgid "Multicurrency" msgstr "Mehrere Währungen" @@ -22487,32 +22912,26 @@ msgstr "Kolumbien" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:7 msgid "" -"Odoo's Colombian localization package provides accounting, fiscal and legal " -"features in Colombia such as chart of accounts, taxes and electronic " -"invoicing." +"Odoo's Colombian localization package provides accounting, fiscal, and legal" +" features for databases in Colombia – such as chart of accounts, taxes, and " +"electronic invoicing." msgstr "" -"Das kolumbianische Lokalisierungspaket von Odoo bietet buchhalterische, " -"steuerliche und rechtliche Funktionen in Kolumbien wie Kontenplan, Steuern " -"und elektronische Rechnungsstellung." #: ../../content/applications/finance/fiscal_localizations/colombia.rst:10 msgid "" -"In addition, we have a series of videos covering how to start from scratch, " -"configuration, main workflows, and specific use cases." +"In addition, a series of videos on the subject is also available. These " +"videos cover how to start from scratch, set up configurations, complete " +"common workflows, and provide in-depth looks at some specific use cases as " +"well." msgstr "" -"Darüber hinaus haben wir eine Reihe von Videos, die sich mit den ersten " -"Schritten, der Konfiguration, den wichtigsten Arbeitsabläufen und speziellen" -" Anwendungsfällen befassen." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:14 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:15 msgid "" -"`Odoo Colombian localization videos " -"`_." +"`Smart Tutorial - Colombian Localization `_." msgstr "" -"`Videos zur kolumbianischen Lokalisierung von Odoo " -"`_." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:25 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:26 msgid "" ":ref:`Install ` the following modules to get all the " "features of the Colombian localization:" @@ -22520,35 +22939,31 @@ msgstr "" ":ref:`Installieren ` Sie die folgenden Module, um alle " "Funktionen der kolumbianischen Lokalisierung zu erhalten:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 msgid ":guilabel:`Colombia - Accounting`" msgstr ":guilabel:`Kolumbien - Buchhaltung`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 msgid "`l10n_co`" msgstr "`l10n_co`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:38 msgid "" "Default :ref:`fiscal localization package `. " "This module adds the base accounting features for the Colombian " -"localization: chart of accounts, taxes, withholdings, identification " +"localization: chart of accounts, taxes, withholdings, and identification " "document type." msgstr "" -"Standardmäßige :ref:`steuerliche Lokalisierungspaket " -"`. Dieses Modul fügt die grundlegenden " -"Buchhaltungsfunktionen für die kolumbianische Lokalisierung hinzu: " -"Kontenplan, Steuern, Einbehaltungen, Identifikationsbelegart." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:40 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 msgid ":guilabel:`Colombian - Accounting Reports`" msgstr ":guilabel:`Kolumbien - Buchhaltungsberichte`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 msgid "`l10n_co_reports`" msgstr "`l10n_co_reports`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 msgid "" "Includes accounting reports for sending certifications to suppliers for " "withholdings applied." @@ -22556,47 +22971,39 @@ msgstr "" "Enthält Buchhaltungsberichte für den Versand von Zertifizierungen an " "Lieferanten für angewandte Einbehaltungen." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 msgid ":guilabel:`Electronic invoicing for Colombia with Carvajal`" msgstr "" ":guilabel:`Elektronische Rechnungsstellung für Kolumbien mit Carvajal`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 msgid "`l10n_co_edi`" msgstr "`l10n_co_edi`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:46 msgid "" -"This module includes the features that are required for the integration with" -" Carvajal and generates the electronic invoices and support document related" -" to the vendor bills based on |DIAN| regulations." +"This module includes the features required for integration with Carvajal, " +"and generates the electronic invoices and support documents related to the " +"vendor bills, based on |DIAN| regulations." msgstr "" -"Dieses Modul enthält die Funktionen, die für die Integration mit Carvajal " -"erforderlich sind, und generiert die elektronischen Rechnungen und Support-" -"Dokumente für die Lieferantenrechnungen auf der Grundlage der " -"|DIAN|-Vorschriften." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:48 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 msgid ":guilabel:`Colombian - Point of Sale`" msgstr ":guilabel:`Kolumbien - Kassensystem`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 msgid "`l10n_co_pos`" msgstr "`l10n_co_pos`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 -msgid "Includes Point of Sale Receipt for Colombian Localization." -msgstr "Enthält den Kassenbon für kolumbianische Lokalisierung." - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:53 -msgid "" -"When a database is created from scratch selecting :guilabel:`Colombia` as " -"the country, Odoo automatically installs the base modules *Colombia - " -"Accounting* and *Colombia - Accounting Reports*." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:51 +msgid "Includes Point of Sale receipts for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:54 +msgid "" +"When `Colombia` is selected for a company's :guilabel:`Fiscal Localization`," +" Odoo automatically installs certain modules." msgstr "" -"Wenn Sie eine Datenbank von Grund auf neu erstellen und `Kolumbien` als Land" -" auswählen, installiert Odoo automatisch die Basismodule *Kolumbien - " -"Buchhaltung* und *Kolumbien - Buchhaltungsberichte*." #: ../../content/applications/finance/fiscal_localizations/colombia.rst:58 msgid "Company configuration" @@ -22605,39 +23012,36 @@ msgstr "Unternehmenskonfiguration" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:60 msgid "" "To configure your company information, go to the :menuselection:`Contacts` " -"app and search for your company. Alternatively, activate :ref:`developer " -"mode ` and navigate to :menuselection:`General Setting --> " -"Company --> Update Info --> Contact`. Then, edit the contact form to " -"configure the following information:" +"app, and search for your company." msgstr "" -"Um die Informationen zu Ihrem Unternehmen zu konfigurieren, gehen Sie zur " -"App :guilabel:`Kontakte` und suchen Sie Ihr Unternehmen. Alternativ können " -"Sie den :ref:`Entwicklermodus ` aktivieren und zu " -":menuselection:`Allgemeine Einstellungen --> Unternehmen --> Info " -"aktualisieren --> Kontakt` navigieren. Bearbeiten Sie dann das " -"Kontaktformular, um die folgenden Informationen zu konfigurieren:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:63 +msgid "" +"Alternatively, activate :ref:`developer mode ` and navigate " +"to :menuselection:`General Setting --> Company --> Update Info --> Contact`." +" Then, edit the contact form and configure the following information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 msgid ":guilabel:`Company Name`." msgstr ":guilabel:`Unternehmensname`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:66 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:68 msgid "" ":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " -":guilabel:`Zip Code`." +":guilabel:`ZIP` code." msgstr "" -":guilabel:`Adresse`: einschließlich der :guilabel:`Stadt`, der " -":guilabel:`Bezirk` und :guilabel:`PLZ`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:69 msgid "" -":guilabel:`Tax ID`: When it is a `NIT`, it must have the *verification " -"digit* at the end of the ID followed by a hyphen (`-`)." +":guilabel:`Identification Number`: Select the :guilabel:`Identification " +"Type` (`NIT`, `Cédula de Ciudadanía`, `Registro Civil`, etc.). When the " +":guilabel:`Identification Type` is `NIT`, the :guilabel:`Identification " +"Number` **must** have the *verification digit* at the end of the ID prefixed" +" by a hyphen (`-`)." msgstr "" -":guilabel:`Ust-IdNr.`: Wenn es sich um eine `NIT` handelt, muss die " -"*Prüfziffer* am Ende der ID stehen, gefolgt von einem Bindestrich (`-`)." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:70 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:74 msgid "" "Next, configure the :guilabel:`Fiscal Information` in the :guilabel:`Sales &" " Purchase` tab:" @@ -22645,23 +23049,16 @@ msgstr "" "Konfigurieren Sie nun das Feld :guilabel:`Steuerinformation` im Reiter " ":guilabel:`Verkauf & Einkauf`:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:72 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:147 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:76 msgid "" ":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " -"responsibility for the company (:guilabel:`O-13` Gran Contribuyente, " -":guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, " -":guilabel:`O-47` Regimen de tributación simple, :guilabel:`R-99-PN` No " -"Aplica)." +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, `R-99-PN` No Aplica)." msgstr "" -":guilabel:`Obligaciones y Responsabilidades`: Wählen Sie die steuerliche " -"Verantwortung für das Unternehmen (:guilabel:`O-13` Gran Contribuyente, " -":guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, " -":guilabel:`O-47` Regimen de tributación simple, :guilabel:`R-99-PN` No " -"Aplica)." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:75 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:173 msgid "" ":guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente* this " "option should be selected." @@ -22669,19 +23066,14 @@ msgstr "" ":guilabel:`Gran Contribuyente`: Wenn das Unternehmen ein *Gran " "Contribuyente* ist, sollte diese Option ausgewählt werden." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:77 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:81 msgid "" -":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company " -"(:guilabel:`IVA`, :guilabel:`INC`, :guilabel:`IVA e INC`, :guilabel:`No " -"Aplica`)" +":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" msgstr "" -":guilabel:`Steuerregelung`: Wählen Sie den Tributnamen für das Unternehmen " -"(:guilabel:`IVA`, :guilabel:`INC`, :guilabel:`IVA e INC`, :guilabel:`No " -"Aplica`)" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:177 msgid "" ":guilabel:`Commercial Name`: If the company uses a specific commercial name," " and it needs to be displayed in the invoice." @@ -22689,34 +23081,26 @@ msgstr "" ":guilabel:`Handelsname`: Wenn das Unternehmen einen bestimmten Handelsnamen " "verwendet und dieser in der Rechnung angezeigt werden muss." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:87 msgid "Carjaval credentials configuration" msgstr "Konfiguration von Carjaval-Anmeldedaten" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:85 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:89 msgid "" -"Once the modules installed, the user credentials must be configured in order" -" to connect with Carvajal Web Service. Navigate to " +"Once the modules are installed, the user credentials **must** be configured," +" in order to connect with Carvajal Web Service. To do so, navigate to " ":menuselection:`Accounting --> Configuration --> Settings` and scroll to the" " :guilabel:`Colombian Electronic Invoicing` section. Then, fill in the " "required configuration information provided by Carvajal:" msgstr "" -"Sobald die Module installiert sind, müssen die Benutzeranmeldedaten " -"konfiguriert werden, um eine Verbindung mit dem Carvajal-Webservice " -"herzustellen. Navigieren Sie zunächst zu :menuselection:`Buchhaltung --> " -"Konfiguration --> Einstellungen` und scrollen Sie zum Abschnitt " -":guilabel:`Kolumbianische elektronische Rechnungsstellung`. Geben Sie dann " -"die von Carvajal bereitgestellten Konfigurationsinformationen ein." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:90 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 msgid "" -":guilabel:`Username` and :guilabel:`Password`: Correspond to the username " -"and password provided by Carvajal to the company." +":guilabel:`Username` and :guilabel:`Password`: Username and password " +"(provided by Carvajal) to the company." msgstr "" -":guilabel:`Benutzername` und :guilabel:`Passwort`: Entsprechen dem " -"Benutzernamen und dem Passwort, die Carvajal dem Unternehmen mitgeteilt hat." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:92 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:96 msgid "" ":guilabel:`Company Registry`: Company's NIT number *without* the " "verification code." @@ -22724,50 +23108,45 @@ msgstr "" ":guilabel:`Unternehmensregister`: Die NIT-Nummer des Unternehmens *ohne* den" " Prüfcode." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:93 -msgid ":guilabel:`Account ID`: Company ID followed by `_01`." -msgstr ":guilabel:`Konto-ID`: Unternehmens-ID gefolgt von by `_01`." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:97 +msgid ":guilabel:`Account ID`: Company's NIT number followed by `_01`." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:98 msgid "" ":guilabel:`Colombia Template Code`: Select one of the two available " -"templates (:guilabel:`CGEN03` or :guilabel:`CGNE04`) to be used in the PDF " -"format of the electronic invoice." +"templates (`CGEN03` or `CGNE04`) to be used in the PDF format of the " +"electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +msgid "" +"Enable the :guilabel:`Test mode` checkbox to connect with the Carvajal " +"testing environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:103 +msgid "" +"Once Odoo and Carvajal are fully configured and ready for production, " +"deactivate the :guilabel:`Test mode` checkbox to use the production " +"database." msgstr "" -":guilabel:`Kolumbien Vorlagencode`: Wählen Sie eine der beiden verfügbaren " -"Vorlagen (:guilabel:`CGEN03` oder :guilabel:`CGNE04`), die im PDF-Format der" -" elektronischen Rechnung verwendet werden soll." #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "Configure credentials for Carvajal web service in Odoo." msgstr "Anmeldedaten für den Carvajal-Webservice in Odoo konfigurieren" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:111 msgid "" -"Check the :guilabel:`Test mode` checkbox to connect with the Carvajal " -"testing environment. Once Odoo and Carvajal are fully configured and ready " -"for production, uncheck the :guilabel:`Test mode` checkbox to use the " -"production database." -msgstr "" -"Kreuzen Sie das Kontrollkästchen :guilabel:`Testmodus` an, um eine " -"Verbindung mit der Carvajal-Testumgebung herzustellen. Sobald Odoo und " -"Carvajal vollständig konfiguriert und für die Produktion bereit sind, " -"deaktivieren Sie das Kontrollkästchen :guilabel:`Testmodus`, um die " -"Produktionsdatenbank zu verwenden." - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:106 -msgid "" -":guilabel:`Test mode` must be used **only** on replicated databases, **not**" +":guilabel:`Test mode` must **only** be used on duplicated databases, **not**" " the production environment." msgstr "" -":guilabel:`Testmodus` darf **nur** auf replizierten Datenbanken verwendet " -"werden, **nicht** in der Produktionsumgebung." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 msgid "Report data configuration" msgstr "Konfiguration der Berichtsdaten" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:117 msgid "" "Report data can be defined for the fiscal section and bank information of " "the PDF as part of the configurable information sent in the XML." @@ -22776,144 +23155,187 @@ msgstr "" "in der PDF-Datei als Teil der konfigurierbaren Informationen definiert " "werden, die in der XML-Datei gesendet werden." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:120 msgid "" -"Navigate to :menuselection:`Accounting --> Configuration --> Settings` and " -"scroll to the :guilabel:`Colombian Electronic Invoicing` section." +"Navigate to :menuselection:`Accounting --> Configuration --> Settings`, and " +"scroll to the :guilabel:`Colombian Electronic Invoicing` section, in order " +"to find the :guilabel:`Report Configuration` fields. Here the header " +"information for each report type can be configured." msgstr "" -"Gehen Sie zu :menuselection:`Buchhaltung --> Konfiguration --> " -"Einstellungen` und scrollen Sie zum Abschnitt :guilabel:`Kolumbianische " -"elektronische Rechnungsstellung`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:121 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +msgid ":guilabel:`Gran Contribuyente`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:125 +msgid ":guilabel:`Tipo de Régimen`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:126 +msgid ":guilabel:`Retenedores de IVA`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:127 +msgid ":guilabel:`Autorretenedores`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:128 +msgid ":guilabel:`Resolución Aplicable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:129 +msgid ":guilabel:`Actividad Económica`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:130 +msgid ":guilabel:`Bank Information`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:135 msgid "Master data configuration" msgstr "Konfiguration der Stammdaten" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:127 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:140 +msgid "" +"Partner contacts can be created in the *Contacts* app. To do so, navigate to" +" :menuselection:`Contacts`, and click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:143 +msgid "" +"Then, name the contact, and using the radio buttons, select the contact " +"type, either :guilabel:`Individual` or :guilabel:`Company`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:146 +msgid "" +"Complete the full :guilabel:`Address`, including the :guilabel:`City`, " +":guilabel:`State`, and :guilabel:`ZIP` code. Then, complete the " +"identification and fiscal information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 msgid "Identification information" msgstr "Identifikationsinformationen" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:129 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 msgid "" -"Document types defined by the |DIAN| are available on the partner form as " -"part of the Colombian localization. Colombian partners must have their " -":guilabel:`Identification Number` (VAT) and :guilabel:`Document Type` set." +"Identification types, defined by the |DIAN|, are available on the partner " +"form, as part of the Colombian localization. Colombian partners **must** " +"have their :guilabel:`Identification Number` (VAT) and :guilabel:`Document " +"Type` set." msgstr "" -"Die durch |DIAN| definierten Belegarten sind im Partnerformular als Teil der" -" kolumbianischen Lokalisierung verfügbar. Kolumbianische Partner müssen ihre" -" :guilabel:`Identifikationsnummer` (MwSt.) und :guilabel:`Belegart` " -"eingestellt haben." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:157 msgid "" "When the :guilabel:`Document Type` is `NIT`, the :guilabel:`Identification " -"Number` needs to be configured in Odoo, including the *verification digit*; " -"Odoo splits this number when the data to is sent to the third party." +"Number` needs to be configured in Odoo, including the *verification digit at" +" the end of the ID, prefixed by a hyphen (`-`)*." msgstr "" -"Wenn die :guilabel:`Belegart` `NIT` ist, muss die " -":guilabel:`Identifikationsnummer` in Odoo konfiguriert werden, " -"einschließlich der *Prüfziffer*. Odoo teilt diese Nummer auf, wenn die Daten" -" an den Drittanbieter gesendet werden." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:139 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "Steuerinformation" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:141 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:164 msgid "" -"The partner's responsibility codes (section 53 in the RUT document) are " -"included as part of the electronic invoicing module, as it is required by " -"the |DIAN|." +"The partner's responsibility codes (section 53 in the :abbr:`RUT (Registro " +"único tributario)` document) are included as part of the electronic " +"invoicing module, as it is required by the |DIAN|." msgstr "" -"Die Verantwortungscodes des Partners (Abschnitt 53 im RUT-Dokument) sind " -"Teil des elektronischen Rechnungsstellungsmoduls, da sie von der DIAN " -"gefordert werden." - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:144 -msgid "" -"The required fields can be found under :menuselection:`Partner --> Sales & " -"Purchase Tab --> Fiscal Information`:" -msgstr "" -"Die erforderlichen Felder finden Sie unter :menuselection:`Partner --> " -"Verkauf & Einkauf --> Steuerinformationen`." - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:158 -#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:771 -msgid "Products" -msgstr "Produkte" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:160 -msgid "" -"In addition to adding general information (in the :guilabel:`General " -"Information` tab) on the product form, either the :guilabel:`UNSPSC " -"Category`, :guilabel:`Barcode`, or :guilabel:`Internal Reference` field must" -" also be configured." -msgstr "" -"Zusätzlich zum Hinzufügen allgemeiner Informationen (im Reiter " -":guilabel:`Allgemeine Informationen`) im Produktformular muss entweder das " -"Feld :guilabel:`UNSPSC-Kategorie`, :guilabel:`Barcode` oder " -":guilabel:`Interne Referenz` konfiguriert werden." #: ../../content/applications/finance/fiscal_localizations/colombia.rst:167 msgid "" +"The required fields can be found under :menuselection:`Partner --> Sales & " +"Purchase Tab --> Fiscal Information section`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:170 +msgid "" +":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, or `R-99-PN` No Aplica)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:175 +msgid "" +":guilabel:`Fiscal Regimen`: Select the tribute name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:251 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:700 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:817 +msgid "Products" +msgstr "Produkte" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:183 +msgid "" +"To manage products, navigate to :menuselection:`Accounting --> Customers -->" +" Products`, then click on a product." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 +msgid "" +"When adding general information on the product form, it is required that " +"either the :guilabel:`UNSPSC Category` (:guilabel:`Accounting` tab), or " +":guilabel:`Internal Reference` (:guilabel:`General Information` tab) field " +"is configured. Be sure to :guilabel:`Save` the product once configured." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:194 +msgid "" +"To create or modify taxes, go to :menuselection:`Accounting --> " +"Configuration --> Taxes`, and select the related tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:197 +msgid "" "If sales transactions include products with taxes, the :guilabel:`Value " "Type` field in the :guilabel:`Advanced Options` tab needs to be configured " -"per tax. To do so, go to :menuselection:`Accounting --> Configuration --> " -"Taxes`, and select the related tax." +"per tax. Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, " +":guilabel:`Fuente`) are also included. This configuration is used to display" +" taxes correctly in the invoice PDF." msgstr "" -"Wenn Verkaufstransaktionen Produkte mit Steuern enthalten, muss das Feld " -":guilabel:`Werttyp` im Reiter :guilabel:`Erweiterte Optionen` pro Steuer " -"konfiguriert werden. Gehen Sie dazu zu :menuselection:`Buchhaltung --> " -"Konfiguration --> Steuern`, und wählen Sie die entsprechende Steuer aus." - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:171 -msgid "" -"Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, :guilabel:`Fuente`) " -"are also included. This configuration is used to display taxes in the " -"invoice PDF correctly." -msgstr "" -"Die Typen des Steuereinbehaltung (:guilabel:`ICA`, :guilabel:`IVA`, " -":guilabel:`Fuente`) sind ebenfalls enthalten. Diese Konfiguration wird " -"verwendet, um die Steuern in der Rechnungs-PDF korrekt anzuzeigen." #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "The ICA, IVA and Fuente fields in the Advanced Options tab in Odoo." msgstr "Die Felder ICA, IVA und Fuente im Reiter Erweiterte Optionen in Odoo." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:209 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:91 msgid "Sales journals" msgstr "Verkaufsjournale" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:211 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " "electronic invoice resolution, the sales journals related to the invoice " -"documents must be updated in Odoo. To do so, navigate to " -":menuselection:`Accounting --> Configuration --> Journals`." +"documents **must** be updated in Odoo. To do so, navigate to " +":menuselection:`Accounting --> Configuration --> Journals`, and select an " +"existing sales journal, or create a new one with the :guilabel:`Create` " +"button." msgstr "" -"Sobald die DIAN die offizielle Sequenz und das Präfix für die elektronische " -"Rechnungsauflösung zugewiesen hat, müssen die Verkaufsjournale für Ihre " -"Rechnungsdokumente in Odoo aktualisiert werden. Navigieren Sie dazu zu " -":menuselection:`Buchhaltung —> Einstellungen —> Konfiguration —> Journale`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 -msgid "Configure the following data in the :guilabel:`Advanced Settings` tab:" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:216 +msgid "" +"On the sales journal form, input the :guilabel:`Journal Name`, " +":guilabel:`Type`, and set a unique :guilabel:`Short Code` in the " +":guilabel:`Journals Entries` tab. Then, configure the following data in the " +":guilabel:`Advanced Settings` tab:" msgstr "" -"Konfigurieren Sie im Reiter :guilabel:`Erweiterte Einstellungen` folgende " -"Daten:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:188 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:220 msgid "" ":guilabel:`Electronic invoicing`: Enable :guilabel:`UBL 2.1 (Colombia)`." msgstr "" ":guilabel:`Elektronische Rechnungsstellung`: :guilabel:`UBL 2.1 (Kolumbien)`" " aktivieren." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:221 msgid "" ":guilabel:`Invoicing Resolution`: Resolution number issued by |DIAN| to the " "company." @@ -22921,74 +23343,64 @@ msgstr "" ":guilabel:`Rechnungsauflösung`: Von der |DIAN| für das Unternehmen " "ausgestellte Auflösungsnummer." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:222 msgid ":guilabel:`Resolution Date`: Initial effective date of the resolution." msgstr "" ":guilabel:`Resolutionsdatum`: Ursprüngliches Datum des Inkrafttretens der " "Resolution." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:223 msgid "" ":guilabel:`Resolution end date`: End date of the resolution's validity." msgstr "" ":guilabel:`Enddatum der Resolution`: Enddatum der Gültigkeit der Resolution." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:224 msgid "" ":guilabel:`Range of Numbering (minimum)`: First authorized invoice number." msgstr "" ":guilabel:`Nummernkreis (Minimum)`: Erste autorisierte Rechnungsnummer." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:225 msgid "" ":guilabel:`Range of Numbering (maximum)`: Last authorized invoice number." msgstr "" ":guilabel:`Nummernkreis (Maximum)`: Letzte autorisierte Rechnungsnummer." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:228 msgid "" -"The sequence and resolution of the journal must match the one configured in " -"Carvajal and the |DIAN|." +"The sequence and resolution of the journal **must** match the one configured" +" in Carvajal and the |DIAN|." msgstr "" -"Die Sequenz und Resolution des Journals muss mit der in Carvajal " -"konfigurierten und dem |DIAN| übereinstimmen." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:200 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:232 msgid "Invoice sequence" msgstr "Rechnungssequenz" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 msgid "" -"The invoice sequence and prefix must be correctly configured when the first " -"document is created." +"The invoice sequence and prefix **must** be correctly configured when the " +"first document is created." msgstr "" -"Die Rechnungssequenz und das Präfix müssen korrekt konfiguriert sein, wenn " -"das erste Dokument erstellt wird." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 msgid "" -"Odoo automatically assigns a prefix and sequence to the following documents." +"Odoo automatically assigns a prefix and sequence to the following invoices." msgstr "" -"Odoo weist folgenden Dokumenten automatisch ein Präfix und eine Sequenz zu." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:208 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 msgid "Purchase journals" msgstr "Einkaufsjournale" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:242 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " -"support document related to vendor bills, the purchase journals related to " -"their supporting documents need to be updated in Odoo. The process is " +"*support document* related to vendor bills, the purchase journals related to" +" their supporting documents need to be updated in Odoo. The process is " "similar to the configuration of the :ref:`sales journals `." msgstr "" -"Sobald die |DIAN| die offizielle Sequenz und das Präfix für das Support-" -"Dokument im Zusammenhang mit den Lieferantenrechnungen zugewiesen hat, " -"müssen die Einkaufsjournale im Zusammenhang mit ihren Supportdokumenten in " -"Odoo aktualisiert werden. Der Prozess ist ähnlich wie bei der Konfiguration " -"der :ref:`Verkaufsjournale `." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:249 msgid "" "The :doc:`chart of accounts " "` is " @@ -23004,45 +23416,92 @@ msgstr "" "Standardfdebitoren- und -kreditorenkonten abgebildet. Der Kontenplan für " "Kolumbien basiert auf dem PUC (Plan Unico de Cuentas)." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 msgid "Main workflows" msgstr "Hauptarbeitsablauf" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "Elektronische Rechnungen" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:262 msgid "" -"The functional workflow taking place before an invoice validation does not " -"alter the main changes introduced with the electronic invoice." +"The following is a breakdown of the main workflow for electronic invoices " +"with the Colombian localization:" msgstr "" -"Der funktionale Arbeitsablauf, der vor einer Rechnungsvalidierung " -"stattfindet, ändert nicht die wichtigsten Änderungen, die mit der " -"elektronischen Rechnung eingeführt werden." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:265 +msgid "Sender creates an invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:266 +msgid "Electronic invoice provider generates the legal XML file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:267 +msgid "" +"Electronic invoice provider creates the CUFE (Invoice Electronic Code) with " +"the electronic signature." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:269 +msgid "Electronic invoice provider sends a notification to |DIAN|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:270 +msgid "|DIAN| validates the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:271 +msgid "|DIAN| accepts or rejects the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +msgid "Electronic invoice provider generates the PDF invoice with a QR code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:273 +msgid "Electronic invoice provider sends invoice to the acquirer." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +msgid "" +"Acquirer sends a receipt of acknowledgement, and accepts or rejects the " +"invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:275 +msgid "Sender downloads a :file:`.zip` file with the PDF and XML." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 +msgid "Electronic invoice workflow for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:287 +msgid "" +"The functional workflow taking place before an invoice validation does " +"**not** alter the main changes introduced with the electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:290 msgid "" "Electronic invoices are generated and sent to both the |DIAN| and customer " "through Carvajal's web service integration. These documents can be created " -"from your sales order or manually. Go to :menuselection:`Accounting --> " -"Customers --> Invoices` and configure:" +"from your sales order or manually generated. To create a new invoice, go to " +":menuselection:`Accounting --> Customers --> Invoices`, and select " +":guilabel:`Create`. On the invoice form configure the following fields:" msgstr "" -"Elektronische Rechnungen werden über die Webservice-Integration von Carvajal" -" erstellt und sowohl an den |DIAN| als auch an den Kunden gesendet. Diese " -"Dokumente können aus Ihrem Verkaufsauftrag oder manuell erstellt werden. " -"Gehen Sie zu :menuselection:`Buchhaltung --> Kunden --> Rechnungen` und " -"konfigurieren Sie:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:244 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:295 msgid ":guilabel:`Customer`: Customer's information." msgstr ":guilabel:`Kunde`: Kundeninformationen." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:245 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:296 msgid ":guilabel:`Journal`: Journal used for electronic invoices." msgstr ":guilabel:`Journal`: Journal für elektronische Rechnungen." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:246 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 msgid "" ":guilabel:`Electronic Invoice Type`: Select the type of document. By " "default, :guilabel:`Factura de Venta` is selected." @@ -23050,25 +23509,25 @@ msgstr "" ":guilabel:`Elektronische Rechnungstyp`: Wählen Sie die Art des Dokuments. " "Standardmäßig ist :guilabel:`Factura de Venta` ausgewählt." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:248 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 msgid "" ":guilabel:`Invoice Lines`: Specify the products with the correct taxes." msgstr "" ":guilabel:`Rechnungszeilen`: Geben Sie die Produkte mit den richtigen " "Steuern an." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:250 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 msgid "When done, click :guilabel:`Confirm`." msgstr "Wenn Sie fertig sind, klicken Sie auf :guilabel:`Bestätigen`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:255 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 #: ../../content/applications/finance/fiscal_localizations/india.rst:117 #: ../../content/applications/finance/fiscal_localizations/india.rst:262 #: ../../content/applications/finance/fiscal_localizations/peru.rst:385 msgid "Invoice validation" msgstr "Validierung von Rechnungen" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 msgid "" "After the invoice confirmation, an XML file is created and sent " "automatically to Carvajal. The invoice is then processed asynchronously by " @@ -23084,33 +23543,26 @@ msgstr "" msgid "Carvajal XML invoice file in Odoo chatter." msgstr "Carvajal-XML-Rechnungsdatei im Odoo-Chatter." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:264 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:316 msgid "" "The :guilabel:`Electronic Invoice Name` field is now displayed in the " -":guilabel:`EDI Documents` tab with the name of the XML file. Additionally, " +":guilabel:`EDI Documents` tab, with the name of the XML file. Additionally, " "the :guilabel:`Electronic Invoice Status` field is displayed with the " "initial value :guilabel:`To Send`. To process the invoice manually, click on" " the :guilabel:`Process Now` button." msgstr "" -"Das Feld :guilabel:`Name der elektronischen Rechnung` wird jetzt im Reiter " -":guilabel:`EDI-Dokumente` mit dem Namen der XML-Datei angezeigt. Außerdem " -"wird das Feld :guilabel:`Status der elektronischen Rechnung` mit dem " -"Anfangswert :guilabel:`Zu versenden` angezeigt. Um die Rechnung manuell zu " -"verarbeiten, klicken Sie auf die Schaltfläche :guilabel:`Jetzt verarbeiten`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:324 msgid "Reception of legal XML and PDF" msgstr "Empfang von legalem XML und PDF" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:326 msgid "" -"The electronic invoice vendor (Carvajal) receives the XML file and proceeds " -"to validate its structure and information." +"The electronic invoice vendor (Carvajal) receives the XML file, and proceeds" +" to validate its structure and information." msgstr "" -"Der Lieferant der elektronischen Rechnung (Carvajal) empfängt die XML-Datei " -"und validiert ihre Struktur und Informationen." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:277 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:329 msgid "" "After validating the electronic invoice, proceed to generate a legal XML " "which includes a digital signature and a unique code (CUFE), a PDF invoice " @@ -23124,55 +23576,48 @@ msgstr "" " und den CUFE enthält. Wenn alles korrekt ist, ändert sich der Wert des " "Feldes :guilabel:`Elektronische Rechnungsstellung` in :guilabel:`Gesendet`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:282 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:334 msgid "" -"A ZIP containing the legal electronic invoice in XML format and the invoice " -"in PDF format is downloaded and displayed in the invoice chatter:" +"A :file:`.zip` containing the legal electronic invoice (in XML format) and " +"the invoice in (PDF format) is downloaded and displayed in the invoice " +"chatter:" msgstr "" -"Eine ZIP-Datei, die die legale elektronische Rechnung in XML- und PDF-Format" -" und die Rechnung in PDF-Format enthält, wird heruntergeladen und im Chatter" -" der Rechnung angezeigt:" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "ZIP file displayed in the invoice chatter in Odoo." msgstr "ZIP-Datei, die im Chatter der Rechnung in Odoo angezeigt wird." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:288 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 msgid "The electronic invoice status changes to :guilabel:`Accepted`." msgstr "" "Der Status der elektronischen Rechnung ändert sich in " ":guilabel:`Akzeptiert`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:291 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:335 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "Gutschriften" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:346 msgid "" "The process for credit notes is the same as for invoices. To create a credit" " note with reference to an invoice, go to :menuselection:`Accounting --> " -"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note` " +"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note`, " "and complete the following information:" msgstr "" -"Der Prozess für Gutschriften ist derselbe wie für Rechnungen. Um eine " -"Gutschrift mit Bezug auf eine Rechnung zu erstellen, gehen Sie zu " -":menuselection:`Buchhaltung --> Kunden --> Rechnungen`. Klicken Sie in der " -"Rechnung auf :guilabel:`Gutschrift hinzufügen` und füllen Sie die folgenden " -"Informationen aus:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 msgid ":guilabel:`Credit Method`: Select the type of credit method." msgstr ":guilabel:`Kreditmethode`: Wählen Sie die Art der Kreditmethode." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 msgid "" ":guilabel:`Partial Refund`: Use this option when it is a partial amount." msgstr "" ":guilabel:`Teilrückerstattung`: Verwenden Sie diese Option, wenn es eine " "Teilrückerstattung ist." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:300 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:353 msgid "" ":guilabel:`Full Refund`: Use this option if the credit note is for the full " "amount." @@ -23180,7 +23625,7 @@ msgstr "" ":guilabel:`Vollständige Rückerstattung`: Verwenden Sie diese Option, wenn es" " sich um eine Gutschrift über den Gesamtbetrag handelt-" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:354 msgid "" ":guilabel:`Full refund and new draft invoice`: Use this option if the credit" " note is auto-validated and reconciled with the invoice. The original " @@ -23191,11 +23636,11 @@ msgstr "" "Rechnung abgestimmt wird. Die ursprüngliche Rechnung wird als neuer Entwurf " "dupliziert." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:305 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:358 msgid ":guilabel:`Reason`: Enter the reason for the credit note." msgstr ":guilabel:`Begründung`: Geben Sie den Grund für die Gutschrift ein." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:359 msgid "" ":guilabel:`Reversal Date`: Select if you want a specific date for the credit" " note or if it is the journal entry date." @@ -23203,7 +23648,7 @@ msgstr "" ":guilabel:`Stornodatum`: Wählen Sie, ob Sie ein bestimmtes Datum für die " "Gutschrift wünschen oder ob es das Datum der Journalbuchung ist." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:361 msgid "" ":guilabel:`Use Specific Journal`: Select the journal for your credit note or" " leave it empty if you want to use the same journal as the original invoice." @@ -23212,7 +23657,7 @@ msgstr "" "Gutschrift oder lassen Sie das Feld leer, wenn Sie dasselbe Journal wie die " "Originalrechnung verwenden möchten." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:310 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:363 msgid "" ":guilabel:`Refund Date`: If you chose a specific date, select the date for " "the refund." @@ -23220,39 +23665,34 @@ msgstr "" ":guilabel:`Erstattungsdatum`: Wenn Sie ein bestimmtes Datum gewählt haben, " "wählen Sie das Datum für die Erstattung." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:312 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 msgid "Once reviewed, click the :guilabel:`Reverse` button." msgstr "" "Nach der Überprüfung klicken Sie auf die Schaltfläche :guilabel:`Stornieren`" " klicken." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:315 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "Lastschriften" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:317 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 msgid "" "The process for debit notes is similar to credit notes. To create a debit " "note with reference to an invoice, go to :menuselection:`Accounting --> " "Customers --> Invoices`. On the invoice, click the :guilabel:`Add Debit " -"Note` button and complete the following information:" +"Note` button, and enter the following information:" msgstr "" -"Der Prozess für Lastschriften ist derselbe wie für Gutschriften. Um eine " -"Lastschrift mit Bezug auf eine Rechnung zu erstellen, gehen Sie zu " -":menuselection:`Buchhaltung --> Kunden --> Rechnungen`. Klicken Sie in der " -"Rechnung auf :guilabel:`Gutschrift hinzufügen` und füllen Sie die folgenden " -"Informationen aus:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:321 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:374 msgid ":guilabel:`Reason`: Type the reason for the debit note." msgstr ":guilabel:`Begründung`: Geben Sie den Grund für die Lastschrift ein." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:322 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:375 msgid ":guilabel:`Debit note date`: Select the specific options." msgstr "" ":guilabel:`Datum der Lastschrift`: Wählen Sie die spezifischen Optionen aus." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:323 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:376 msgid "" ":guilabel:`Copy lines`: Select this option if you need to register a debit " "note with the same lines of invoice." @@ -23260,7 +23700,7 @@ msgstr "" ":guilabel:`Zeilen kopieren`: Wählen Sie diese Option, wenn Sie eine " "Lastschrift mit denselben Rechnungszeilen registrieren möchten." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:325 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 msgid "" ":guilabel:`Use Specific Journal`: Select the printer point for your debit " "note, or leave it empty if you want to use the same journal as the original " @@ -23270,26 +23710,23 @@ msgstr "" "Ihre Lastschrift oder lassen Sie das Feld leer, wenn Sie dasselbe Journal " "wie die Originalrechnung verwenden möchten." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:328 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:381 msgid "When done, click :guilabel:`Create Debit Note`." msgstr "" "Wenn Sie fertig sind, klicken Sie auf :guilabel:`Lastschrift erstellen`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:331 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:384 msgid "Support document for vendor bills" msgstr "Support-Dokumente für Lieferantenrechnungen" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:333 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:386 msgid "" "With master data, credentials, and the purchase journal configured for " -"support documents related to vendor bills, you can start using support " -"documents." +"support documents related to vendor bills, you can start using *support " +"documents*." msgstr "" -"Wenn Sie Stammdaten, Anmeldedaten und das Einkaufsjournal für Support-" -"Dokumente zu Lieferantenrechnungen konfiguriert haben, können Sie mit der " -"Verwendung von Support-Dokumenten beginnen." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:336 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 msgid "" "Support documents for vendor bills can be created from your purchase order " "or manually. Go to :menuselection:`Accounting --> Vendors --> Bills` and " @@ -23299,15 +23736,15 @@ msgstr "" "manuell erstellt werden. Gehen Sie zu :menuselection:`Buchhaltung --> " "Lieferanten --> Rechnungen` und geben Sie die folgenden Daten ein:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:339 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:392 msgid ":guilabel:`Vendor`: Enter the vendor's information." msgstr ":guilabel:`Lieferant`: Geben Sie die Daten des Lieferanten ein." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:340 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:393 msgid ":guilabel:`Bill Date`: Select the date of the bill." msgstr ":guilabel:`Rechnungsdatum`: Wählen Sie das Rechnungsdatum aus." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:394 msgid "" ":guilabel:`Journal`: Select the journal for support documents related to the" " vendor bills." @@ -23315,14 +23752,14 @@ msgstr "" ":guilabel:`Journal`: Wählen Sie das Journal für Belege im Zusammenhang mit " "den Lieferantenrechnungen." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:342 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:395 msgid "" ":guilabel:`Invoiced Lines`: Specify the products with the correct taxes." msgstr "" ":guilabel:`Abgerechnete Zeilen`: Geben Sie die Produkte mit den richtigen " "Steuern an." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:397 msgid "" "Once reviewed, click the :guilabel:`Confirm` button. Upon confirmation, an " "XML file is created and automatically sent to Carvajal." @@ -23331,11 +23768,11 @@ msgstr "" ":guilabel:`Bestätigen`. Nach der Bestätigung wird eine XML-Datei erstellt " "und automatisch an Carvajal gesendet." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "Häufige Fehler" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:405 msgid "" "During the XML validation, the most common errors are related to missing " "master data (*Contact Tax ID*, *Address*, *Products*, *Taxes*). In such " @@ -23347,7 +23784,7 @@ msgstr "" "zurückzuführen. In solchen Fällen werden die Fehlermeldungen nach der " "Aktualisierung des elektronischen Rechnungsstatus im Chatter angezeigt." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:356 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:409 msgid "" "After the master data is corrected, it's possible to reprocess the XML with " "the new data and send the updated version, using the :guilabel:`Retry` " @@ -23362,11 +23799,11 @@ msgid "XML validation errors shown in the invoice chatter in Odoo." msgstr "" "XML-Validierungsfehler, die im Chatter der Rechnung in Odoo angezeigt wird." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:421 msgid "Certificado de Retención en ICA" msgstr "Certificado de Retención en ICA" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:423 msgid "" "This report is a certification to vendors for withholdings made for the " "Colombian Industry and Commerce (ICA) tax. The report can be found under " @@ -23383,11 +23820,11 @@ msgstr "" msgid "Certificado de Retención en ICA report in Odoo Accounting." msgstr "Bericht Certificado de Retención en ICA in Odoo Buchhaltung." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:432 msgid "Certificado de Retención en IVA" msgstr "Certificado de Retención en IVA" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:380 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:434 msgid "" "This report issues a certificate on the amount withheld from vendors for VAT" " withholding. The report can be found under :menuselection:`Accounting --> " @@ -23402,11 +23839,11 @@ msgstr "" msgid "Certificado de Retención en IVA report in Odoo Accounting." msgstr "Bericht Certificado de Retención en IVA in Odoo Buchhaltung." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:388 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:443 msgid "Certificado de Retención en la Fuente" msgstr "Certificado de Retención en la Fuente" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:390 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:445 msgid "" "This certificate is issued to partners for the withholding tax that they " "have made. The report can be found under :menuselection:`Accounting --> " @@ -28847,7 +29284,15 @@ msgstr "" msgid "Mexico" msgstr "Mexiko" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:22 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 +msgid "" +"A video on the Mexican localization is also available. This video covers how" +" to implement this localization from scratch, including how to set up the " +"configurations, how to complete common workflows, and provides an in-depth " +"look at several specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:24 msgid "" "`Video webinar of a complete demo " "`_." @@ -28855,58 +29300,44 @@ msgstr "" "`Video-Webinar einer vollständigen Demo " "`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:29 msgid "" -"Odoo users in Mexico have access to a set of modules that allow them to sign" -" electronic invoices according to the specifications of the |SAT| for " -"`version 4.0 of the CFDI " -"`_" -" , a legal requirement as of January 1, 2022." +"The Odoo Mexican localization modules allow for the signing of electronic " +"invoices, according to the specifications of the |SAT| for `version 4.0 of " +"the CFDI `_, " +"a legal requirement, as of January 1, 2022. These modules also add relevant " +"accounting reports (such as: the |DIOT|, enables foreign trade, and the " +"creation of delivery guides)." msgstr "" -"Odoo-Benutzer in Mexiko haben Zugang zu einer Reihe von Modulen, die es " -"ihnen ermöglichen, elektronische Rechnungen gemäß den Spezifikationen des " -"|SAT| für `Version 4.0 der CFDI " -"`_" -" zu signieren, eine gesetzliche Anforderung ab dem 1. Januar 2022." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:32 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 msgid "" -"These modules also add relevant accounting reports (such as the |DIOT|, " -"enable foreign trade, and the creation of delivery guides)." +"In order to electronically sign any documents in Odoo, ensure the *Sign* " +"application is installed." msgstr "" -"Diese Module fügen auch relevante Buchhaltungsberichte hinzu (wie den " -"|DIOT|, ermöglichen den Außenhandel und die Erstellung von Lieferscheinen)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:39 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 msgid "Requirements" msgstr "Anforderungen" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:41 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:45 msgid "" -"Before making the necessary configurations to have the Mexican localization " -"installed in Odoo, it is necessary to meet the following requirements:" +"It is necessary to meet the following requirements before configuring the " +"Mexican localization modules in Odoo:" msgstr "" -"Bevor die notwendigen Konfigurationen für die mexikanische Lokalisierung in " -"Odoo vornehmen, müssen Sie die folgenden Voraussetzungen erfüllen:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:46 -msgid "" -"Be registered in the |SAT|, with a valid :abbr:`RFC (Registro Federal de " -"Contribuyentes)`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:50 +msgid "Be registered in the |SAT|, with a valid |RFC|." msgstr "" -"Sie müssen beim |SAT| registriert sein, mit einem gültigen :abbr:`RFC " -"(Registro Federal de Contribuyentes)`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:47 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:51 msgid "" "Have a `Certificate of Digital Seal `_ (CSD)." +"programas/ certificado-de-sello-digital>`_ (CSD)." msgstr "" -"Sie verfügen über ein \"Certificate of Digital Seal " -"\"" -" (CSD)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:49 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 msgid "" "Choose a PAC (Proveedor Autorizado de Certificación / Authorized " "Certification Provider). Currently, Odoo works with the following |PAC|\\s: " @@ -28920,78 +29351,68 @@ msgstr "" "Finkok) `_ und `SW Sapien - Smarter Web " "`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "" "Have knowledge and experience with billing, sales, and accounting in Odoo. " -"This documentation contains only the necessary information to use Odoo." +"This documentation **only** contains the necessary information needed to use" +" Odoo." msgstr "" -"Sie verfügen über Kenntnisse und Erfahrungen in den Bereichen " -"Rechnungsstellung, Verkauf und Buchhaltung in Odoo. Diese Dokumentation " -"enthält nur die notwendigen Informationen, um Odoo zu nutzen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:59 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 +msgid "Installing modules" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:63 msgid "" -":ref:`Install ` the following modules to get the main " -"features of the Mexican localization:" +":ref:`Install ` the following modules to get all the " +"features of the Mexican localization. The :doc:`Accounting <../accounting>` " +"and *Contacts* modules are required to be installed for this configuration:" msgstr "" -":ref:`Installieren ` Sie die folgenden Module, um alle " -"Funktionen der mexikanischen Lokalisierung zu erhalten:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:69 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:74 msgid ":guilabel:`Mexico - Accounting`" msgstr ":guilabel:`Mexiko - Buchhaltung`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:70 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 msgid "`l10n_mx`" msgstr "`l10n_mx`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 msgid "" -"The default :doc:`fiscal localization package " -"`, adds accounting " -"characteristics for the Mexican localization, such as the most common taxes " -"and the chart of accounts based on `the SAT account grouping code " +"The default :doc:`fiscal localization package <../fiscal_localizations>`, " +"adds accounting characteristics for the Mexican localization, such as: the " +"most common taxes and the chart of accounts – based on `the SAT account " +"grouping code " "`_." msgstr "" -"Das standardmäßige :doc:`steuerliche Lokalisierungspaket " -"` fügt Buchhaltungsmerkmale für " -"die mexikanische Lokalisierung hinzu, wie z. B. die gängigsten Steuern und " -"den Kontenplan basierend auf dem `SAT-Kontengruppierungscode " -"`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:80 msgid ":guilabel:`EDI for Mexico`" msgstr ":guilabel:`EDI für Mexiko`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:81 msgid "`l10n_mx_edi`" msgstr "`l10n_mx_edi`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:77 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 msgid "" "Includes all the technical and functional requirements to generate and " "validate :doc:`Electronics Documents " -"`, " -"based on the technical documentation published by the SAT. This allows you " -"to send invoices (with or without addendas) and payment complements to the " +"<../accounting/customer_invoices/electronic_invoicing>` — based on the " +"technical documentation published by the |SAT|. This allows you to send " +"invoices (with or without addedums) and payment complements to the " "government." msgstr "" -"Enthält alle technischen und funktionalen Anforderungen zur Erstellung und " -"Validierung von :doc:`Elektronischen Dokumenten " -"`, " -"basierend auf der von der SAT veröffentlichten technischen Dokumentation. " -"Damit können Sie Rechnungen (mit oder ohne Anhänge) und " -"Zahlungserläuterungen an die Regierung senden." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:86 msgid ":guilabel:`EDI v4.0 for Mexico`" msgstr ":guilabel:`EDI v4.0 für Mexiko`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:83 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 msgid "`l10n_mx_edi_40`" msgstr "`l10n_mx_edi_40`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:84 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:88 msgid "" "Necessary to create XML documents with the correct specifications of the " "CFDI 4.0." @@ -28999,105 +29420,82 @@ msgstr "" "Erforderlich, um XML-Dokumente mit den korrekten Spezifikationen der CFDI " "4.0 zu erstellen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:89 +msgid ":guilabel:`Odoo Mexican Localization Reports`" +msgstr ":guilabel:`Odoo – Mexikanische Lokalisierungsberichte`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 +msgid "`l10n_mx_reports`" +msgstr "`l10n_mx_reports`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 msgid "" -"When you install a database from scratch by selecting :guilabel:`Mexico` as " +"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " +"Balance, and |DIOT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:93 +msgid ":guilabel:`Mexico - Localization Reports for Closing`" +msgstr ":guilabel:`Mexiko - Lokalisierungsberichte für Abschluss`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 +msgid "`l10n_mx_reports_closing`" +msgstr "`l10n_mx_reports_closing`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 +msgid "" +"Necessary to create the Closing Entry (Also known as the *month 13th move*)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:96 +msgid ":guilabel:`Odoo Mexican XML Polizas Export`" +msgstr ":guilabel:`Odoo-Export von mexikanischen XML-Polizast`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:97 +msgid "`l10n_mx_xml_polizas`" +msgstr "`l10n_mx_xml_polizas`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 +msgid "" +"Allows the export of XML files of Journal Entries for a compulsory audit." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 +msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" +msgstr ":guilabel:`EDI-Brücke für Odoo-Export von mexikanischen XML-Polizast`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 +msgid "`l10n_mx_xml_polizas_edi`" +msgstr "`l10n_mx_xml_polizas_edi`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 +msgid "Complements the module `l10n_mx_xml_polizas`." +msgstr "Ergänzt das Modul `l10n_mx_xml_polizas`." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:104 +msgid "" +"When installing a database from scratch and selecting :guilabel:`Mexico` as " "the country, Odoo automatically installs the following modules: " ":guilabel:`Mexico - Accounting`, :guilabel:`EDI for Mexico`, and " ":guilabel:`EDI v4.0 for Mexico`." msgstr "" -"Wenn Sie eine Datenbank von Grund auf neu installieren, indem Sie " -":guilabel:`Mexiko` als Land auswählen, installiert Odoo automatisch die " -"folgenden Module: :guilabel:`Mexiko - Buchhaltung`, :guilabel:`EDI für " -"Mexiko` und :guilabel:`EDI v4.0 für Mexiko`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 -msgid "" -"The following modules are needed to add Mexico's Electronic Accounting. They" -" require the :doc:`Accounting ` module to " -"be installed." -msgstr "" -"Die folgenden Module werden benötigt, um die elektronische Buchhaltung von " -"Mexiko hinzuzufügen. Sie erfordern die Installation des Moduls " -":doc:`Buchhaltung `." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 -msgid ":guilabel:`Odoo Mexican Localization Reports`" -msgstr ":guilabel:`Odoo – Mexikanische Lokalisierungsberichte`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:102 -msgid "`l10n_mx_reports`" -msgstr "`l10n_mx_reports`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:103 -msgid "" -"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " -"Balance, and DIOT." -msgstr "" -"Passt Berichte für die elektronische Buchhaltung in Mexiko an: Kontenplan, " -"Rohbilanz und DIOT." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:105 -msgid ":guilabel:`Mexico - Localization Reports for Closing`" -msgstr ":guilabel:`Mexiko - Lokalisierungsberichte für Abschluss`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:106 -msgid "`l10n_mx_reports_closing`" -msgstr "`l10n_mx_reports_closing`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:107 -msgid "" -"Necessary to create the Closing Entry (Also known as the month 13th move)." -msgstr "" -"Erforderlich zur Erstellung der Abschlussbuchung (auch bekannt als Buchung " -"13. Monat)" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:108 -msgid ":guilabel:`Odoo Mexican XML Polizas Export`" -msgstr ":guilabel:`Odoo-Export von mexikanischen XML-Polizast`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:109 -msgid "`l10n_mx_xml_polizas`" -msgstr "`l10n_mx_xml_polizas`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:110 -msgid "" -"Lets you export XML files of your Journal Entries for a compulsory audit." -msgstr "" -"Ermöglicht Ihnen den Export von XML-Dateien Ihrer Journalbuchungen für eine " -"obligatorische Prüfung." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:111 -msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" -msgstr ":guilabel:`EDI-Brücke für Odoo-Export von mexikanischen XML-Polizast`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:112 -msgid "`l10n_mx_xml_polizas_edi`" -msgstr "`l10n_mx_xml_polizas_edi`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:113 -msgid "Complements the module `l10n_mx_xml_polizas`." -msgstr "Ergänzt das Modul `l10n_mx_xml_polizas`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 msgid "" "The following modules are optional. It's recommended to install them *only* " -"if you meet a specific requirement. Make sure that they are needed for your " +"if meeting a specific requirement. Make sure that they are needed for the " "business." msgstr "" -"Die folgenden Module sind optional. Es wird empfohlen, sie *nur* zu " -"installieren, wenn Sie eine bestimmte Anforderung erfüllen. Vergewissern Sie" -" sich, dass sie für Ihr Unternehmen erforderlich sind." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:118 msgid ":guilabel:`EDI for Mexico (Advanced Features)`" msgstr ":guilabel:`EDI für Mexiko (Erweiterte Funktionen)`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:119 msgid "`l10n_mx_edi_extended`" msgstr "`l10n_mx_edi_extended`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 msgid "" "Adds the external trade complement to invoices: A legal requirement for " "selling products to foreign countries." @@ -29105,58 +29503,55 @@ msgstr "" "Fügt den Rechnungen die Außenhandelsergänzung hinzu: Eine gesetzliche " "Anforderung für den Verkauf von Produkten ins Ausland." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 msgid ":guilabel:`EDI v4.0 for Mexico (COMEX)`" msgstr ":guilabel:`EDI v4.0 für Mexiko (COMEX)`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 msgid "`l10n_mx_edi_extended_40`" msgstr "`l10n_mx_edi_extended_40`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 msgid "Adapts the module `l10n_mx_edi_extended` for CFDI 4.0." msgstr "Passt das Modul `l10n_mx_edi_extended` für CFDI 4.0 an." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 msgid ":guilabel:`Mexico - Electronic Delivery Guide`" msgstr ":guilabel:`Mexico - Elektronischer Frachtbrief`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 msgid "`l10n_mx_edi_stock`" msgstr "`l10n_mx_edi_stock`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 msgid "" -"Lets you create a \"Carta Porte\": a bill of lading that proves to the " +"Lets you create a *Carta Porte*: A bill of lading that proves to the " "government you are sending goods between A & B with a signed electronic " "document." msgstr "" -"Ermöglicht Ihnen die Erstellung einer „Carta Porte“: ein Frachtbrief, mit " -"dem Sie gegenüber den Behörden nachweisen, dass Sie Waren zwischen A und B " -"mit einem signierten elektronischen Dokument versenden." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:136 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 msgid ":guilabel:`Electronic Delivery Guide for Mexico CFDI 4.0`" msgstr ":guilabel:`Elektronischer Frachtbrief für Mexiko CFDI 4.0`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 msgid "`l10n_mx_edi_stock_40`" msgstr "`l10n_mx_edi_stock_40`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:138 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 msgid "Adapts the module `l10n_mx_edi_stock` for CFDI 4.0" msgstr "Passt das Modul `l10n_mx_edi_stock` für CFDI 4.0" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 msgid ":guilabel:`Odoo Mexico Localization for Stock/Landing`" msgstr "" ":guilabel:`Odoos mexikanische Lokalisierung für Bestand/Wareneinstand`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:140 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 msgid "`l10n_mx_edi_landing`" msgstr "`l10n_mx_edi_landing`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 msgid "" "Allows managing customs numbers related to landed costs in electronic " "documents." @@ -29164,117 +29559,83 @@ msgstr "" "Ermöglicht die Verwaltung von Zollnummern im Zusammenhang mit den " "Wareneinstandskosten in elektronischen Dokumenten." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 msgid "" -"After installing the correct modules, you must verify that the company is " -"configured with the correct data. To do so, go to :menuselection:`Settings " -"--> General Settings --> Companies` and select :guilabel:`Update Info` under" -" your company name." +"After installing the correct modules, the next step is to verify that your " +"company is configured with the correct data. To do so, go to " +":menuselection:`Settings --> General Settings --> Companies`, and select " +":guilabel:`Update Info` under your company name." msgstr "" -"Nachdem Sie die richtigen Module installiert haben, müssen Sie sich " -"vergewissern, dass das Unternehmen mit den richtigen Daten konfiguriert ist." -" Gehen Sie dazu zu :menuselection:`Einstellungen --> Allgemeine " -"Einstellungen --> Unternehmen`, und klicken Sie auf :guilabel:`Info " -"aktualisieren` unter Ihrem Unternehmensnamen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:150 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:143 msgid "" -"Enter your full :guilabel:`Address` in the resulting form including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +"Enter the full :guilabel:`Address` in the resulting form, including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -"Geben Sie Ihre vollständige :guilabel:`Adresse` in das sich öffnende " -"Formular ein, einschließlich der :guilabel:`PLZ`, :guilabel:`Bundesstaat`, " -":guilabel:`Land` und RFC (:guilabel:`MwSt.`-Nummer)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:153 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 msgid "" -"According to the requirements of the CFDI 4.0, the name of your main contact" -" must coincide to your business name registered in the SAT without the legal" -" entity abbreviation." +"According to the requirements of the CFDI 4.0, the name of the main company " +"contact **must** coincide with your business name registered in the |SAT|, " +"without the legal entity abbreviation." msgstr "" -"Gemäß den Anforderungen der CFDI 4.0 muss der Name Ihres " -"Hauptansprechpartners mit dem in der SAT registrierten Unternehmensnamen " -"übereinstimmen, ohne die Abkürzung für die juristische Person." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Requirements for a correct invoicing." -msgstr "Anforderungen für eine korrekte Rechnungsstellung." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:160 -msgid "" -"From a legal point of view, a Mexican company must use the local currency " -"(MXN). Therefore, Odoo does not provide features to manage an alternative " -"configuration. If you want to manage another currency, let MXN be the " -"default currency and use a :doc:`pricelist " -"` instead." +msgid "Main company contact requirements for a correct invoicing." msgstr "" -"Aus rechtlicher Sicht muss ein mexikanisches Unternehmen die Landeswährung " -"(MXN) verwenden. Daher bietet Odoo keine Funktionen zur Verwaltung einer " -"alternativen Konfiguration. Wenn Sie eine andere Währung verwalten möchten, " -"lassen Sie MXN die Standardwährung sein und verwenden Sie stattdessen eine " -":doc:`Preisliste`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:165 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:154 +msgid "" +"From a legal point of view, a Mexican company **must** use the local " +"currency (MXN). Therefore, Odoo does not provide features to manage an " +"alternative configuration. If you want to manage another currency, let MXN " +"be the default currency and use a :doc:`pricelist " +"<../../sales/sales/products_prices/prices/pricing>`, instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:159 msgid "" "Next, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing" -" (MX) --> Fiscal Regime`, and select the regime that applies to your company" -" from the drop-down list." +" (MX) --> Fiscal Regime`, then select the regime that applies to your " +"company from the drop-down list, and click :guilabel:`Save`." msgstr "" -"Gehen Sie nun zu :menuselection:`Einstellungen --> Buchhaltung --> " -"Elektronische Rechnungsstellung (MX) --> Steuerregelung` und wählen Sie die " -"auf Ihr Unternehmen zutreffende Regelung aus der Drop-down-Liste aus." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Fiscal regime configuration." -msgstr "Konfiguration der Steuerregelung" +msgid "Fiscal regime configuration in the Accounting settings." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:168 msgid "" -"If you want to test the Mexican localization, you can configure the company " -"with a real address within Mexico (including all fields), add `EKU9003173C9`" -" as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " +"If you want to test the Mexican localization, the company can be configured " +"with a real address within Mexico (including all fields), and add " +"`EKU9003173C9` as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " ":guilabel:`Company Name`. For the :guilabel:`Fiscal Regime`, use " ":guilabel:`General de Ley Personas Morales`." msgstr "" -"Wenn Sie die mexikanische Lokalisierung testen möchten, können Sie das " -"Unternehmen mit einer echten Adresse in Mexiko (einschließlich aller Felder)" -" konfigurieren, `EKU9003173C9` als :guilabel:`MwSt.` und `ESCUELA KEMPER " -"URGATE` als :guilabel:`Unternehemnsname` hinzufügen. Für die " -":guilabel:`Steuerregelung` verwenden Sie :guilabel:`General de Ley Personas " -"Morales`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:178 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:623 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:653 msgid "Contacts" msgstr "Kontakte" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:180 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:176 msgid "" "To create a contact that can be invoiced, go to :menuselection:`Contacts -->" -" Create`. Then enter the contact's name, full :guilabel:`Address` including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +" Create`. Then, enter the contact name, full :guilabel:`Address` including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -"Um einen Kontakt zu erstellen, der in Rechnung gestellt werden kann, gehen " -"Sie zu :guilabel:`Kontakte --> Neu`. Geben Sie dann den Namen des Kontakts, " -"die vollständige :guilabel:`Adresse` einschließlich :guilabel:`PLZ`, " -":guilabel:`Bundesland`, :guilabel:`Land` und RFC (:guilabel:`MwSt.`-Nummer) " -"ein." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:185 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:181 msgid "" "As with your own company, all of your contacts needs to have their correct " "business name registered in the |SAT|. This also applies to the " -":guilabel:`Fiscal Regime` which needs to be added in the :guilabel:`MX EDI` " -"tab." +":guilabel:`Fiscal Regime`, which needs to be added in the :guilabel:`MX EDI`" +" tab." msgstr "" -"Wie bei Ihrem eigenen Unternehmen muss auch bei allen Ihren Kontakten der " -"korrekte Unternehmensname beim |SAT| registriert sein. Dies gilt auch für " -"die :guilabel:`Steuerregelung`, die im Reiter :guilabel:`MX EDI` hinzugefügt" -" werden muss." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:188 msgid "" "Some additional configurations for factor type and tax objects need to be " "added to the sales taxes in order to properly sign invoices." @@ -29282,101 +29643,88 @@ msgstr "" "Einige zusätzliche Konfigurationen für Faktortyp und Steuerobjekte müssen zu" " den Umsatzsteuern hinzugefügt werden, um Rechnungen korrekt zu signieren." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:196 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 msgid "Factor type" msgstr "Faktortyp" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:198 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:194 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Taxes` then enable " -"the :guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab " -"for all records with the :guilabel:`Tax Type` set as :guilabel:`Sales`." +"The *Factor Type* field is pre-loaded in the default taxes. If new taxes are" +" created, you need to make sure to configure this field. To do so, go to " +":menuselection:`Accounting --> Configuration --> Taxes`, then enable the " +":guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab for " +"all records, with the :guilabel:`Tax Type` set as :guilabel:`Sales`." msgstr "" -"Gehen Sie zu :menuselection:`Buchhaltung --> Konfiguration --> Steuern` und " -"aktivieren Sie das Feld :guilabel:`Faktortyp` im Reiter " -":guilabel:`Erweiterte Optionen` für alle Datensätze, deren " -":guilabel:`Steuertyp` auf :guilabel:`Umsatz` eingestellt ist." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:202 -msgid "" -"This is pre-loaded in the default taxes. If new ones are created, you need " -"to make sure to fill this field." -msgstr "" -"Dies ist in den Standardsteuern bereits enthalten. Wenn Sie neue Steuern " -"erstellen, müssen Sie dieses Feld ausfüllen." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes configuration." -msgstr "Steuerkonfiguration." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:209 -msgid "" -"Mexico manages two different kinds of 0% VAT: *0% VAT* and *VAT Exempt*. For" -" the former, select the :guilabel:`Factor Type` :guilabel:`Tasa`. For the " -"latter, use :guilabel:`Exento`." +msgid "Factor Type Sales tax type configuration." msgstr "" -"In Mexiko gibt es zwei verschiedene Arten von 0-%-Mehrwertsteuer: *0 % " -"MwSt.* und *MwSt.-befreit*. Für erstere wählen Sie den :guilabel:`Faktortyp`" -" :guilabel:`Tasa`. Für Letzteres verwenden Sie :guilabel:`Exento`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:213 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 +msgid "" +"Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:206 +msgid "*0% VAT* set the :guilabel:`Factor Type` as :guilabel:`Tasa`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 +msgid "*VAT Exempt* set the :guilabel:`Factor Type` as :guilabel:`Exento`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:210 msgid "Tax object" msgstr "Steuerobjekt" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:215 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:212 msgid "" -"One requirement of the CFDI 4.0 is that the resulting XML file needs or does" -" not need to break down the taxes of the operation. There are three " -"different possible values that are added depending on specific " -"configurations:" +"One requirement of the CFDI 4.0 is that the resulting XML file needs (or " +"does not need) to break down the taxes of the operation. There are three " +"different possible values that are added in the XML file:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 +msgid "" +"`01`: Not subject to tax - this value is added automatically if your invoice" +" line doesn't contain any taxes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:218 +msgid "" +"`02`: Subject to tax - this is the default configuration of any invoice line" +" that contains taxes." msgstr "" -"Eine Anforderung von CFDI 4.0 ist, dass die resultierende XML-Datei die " -"Steuern des Vorgangs aufschlüsseln muss oder nicht. Es gibt drei " -"verschiedene mögliche Werte, die abhängig von bestimmten Konfigurationen " -"hinzugefügt werden:" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 -msgid "`01`: Not subject to tax - your invoice must not contain any taxes." -msgstr "" -"`01`: Nicht steuerpflichtig - Ihre Rechnung darf keine Steuern enthalten." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:220 msgid "" -"`02`: Subject to tax - your invoice contains taxes (default configuration)." +"`03`: Subject to tax and not forced to break down - this value can be " +"triggered on-demand for certain customers to replace the value 02." msgstr "" -"`02`: Steuerpflichtig – Ihre Rechnung enthält Steuern " -"(Standardkonfiguration)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:221 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:222 msgid "" -"`03`: Subject to tax and not forced to breakdown - your invoice contains " -"taxes, and the contact configuration has the :guilabel:`No Tax Breakdown` " -"checkbox activated." +"To use the `03` value, navigate to :menuselection:`Contacts --> your " +"customer's invoice --> MX EDI tab`, and activate the :guilabel:`No Tax " +"Breakdown` checkbox." msgstr "" -"`03`: Steuerpflichtig und nicht zwingend aufgeschlüsselt – Ihre Rechnung " -"enthält Steuern, und in der Kontaktkonfiguration ist das Kontrollkästchen " -":guilabel:`Keine Steueraufschlüsselung` aktiviert." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Tax Breakdown SAT." -msgstr "Steueraufschlüsselung SAT." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:228 -msgid "" -"The :guilabel:`No Tax Breakdown` value applies only to specific fiscal " -"regimes and/or taxes. Consult your accountant first if it is needed for your" -" business before doing any modification." +msgid "No Tax Breakdown option on the MX EDI tab of the customer's invoice." msgstr "" -"Der Wert :guilabel:`Keine Steueraufschlüsselung` gilt nur für bestimmte " -"Steuerregelungen und/oder Steuern. Wenden Sie sich an Ihren Steuerberater, " -"wenn dies für Ihr Unternehmen erforderlich ist, bevor Sie eine Änderung " -"vornehmen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:232 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:230 +msgid "" +"The :guilabel:`No Tax Breakdown` value applies **only** to specific fiscal " +"regimes and/or taxes. Consult your accountant first to see if it is needed " +"for your business before making any modification." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:235 msgid "Other tax configurations" msgstr "Andere Steuerkonfigurationen" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:234 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:237 msgid "" "When registering a payment, Odoo will carry out the movement of taxes from " "the *Cash Basis Transition Account* to the account set in the " @@ -29391,143 +29739,116 @@ msgstr "" " Efectivo`) in der Journalbuchung verwendet, wenn die Steuern " "umklassifiziert werden. **Löschen Sie dieses Konto nicht**." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:239 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:242 msgid "" -"If you create a new tax, you need to add the correct :guilabel:`Tax Grids` " -"for it (`IVA`, `ISR` or `IEPS`). Odoo only supports these three groups of " -"taxes." +"If you create a new tax in :menuselection:`Accounting --> Configuration --> " +"Taxes`, you need to add the correct :guilabel:`Tax Grids` for it (`IVA`, " +"`ISR` or `IEPS`). Odoo **only** supports these three groups of taxes." msgstr "" -"Wenn Sie eine neue Steuer erstellen, müssen Sie die richtigen " -":guilabel:`Steuerraster` dafür hinzufügen (`IVA`, `ISR` oder `IEPS`). Odoo " -"unterstützt nur diese drei Gruppen von Steuern." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes accounts." -msgstr "Steuerkonten." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:248 -msgid "" -"To configure products, go to the :guilabel:`Accounting` tab, and in the " -":guilabel:`UNSPSC Product Category` field, select the category that " -"represents that product. The process can be done manually or through :doc:`a" -" bulk import `." +msgid "Tax accounts available for Odoo." msgstr "" -"Um Produkte zu konfigurieren, gehen Sie zum Reiter :guilabel:`Buchhaltung` " -"und wählen Sie im Feld :guilabel:`UNSPSC-Produktkategorie` die Kategorie " -"aus, die das Produkt darstellt. Dieser Vorgang kann manuell oder durch einen" -" :doc:`Massenimport ` erfolgen." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:253 msgid "" -"All products need to have a |SAT| code associated with them in order to " +"To configure products, go to :menuselection:`Accounting --> Customers --> " +"Products`, then select a product to configure, or :guilabel:`Create` a new " +"one. In the :guilabel:`Accounting` tab, and in the :guilabel:`UNSPSC Product" +" Category` field, select the category that represents the product. The " +"process can be done manually, or through :doc:`a bulk import " +"<../../general/export_import_data>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:259 +msgid "" +"All products need to have an |SAT| code associated with them in order to " "prevent validation errors." msgstr "" -"Alle Produkte müssen mit einem |SAT|-Code versehen sein, um " -"Validierungsfehler zu vermeiden." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:257 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Elektronische Rechnungsstellung" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:260 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:266 msgid "PAC credentials" msgstr "PAC-Zugangsdaten" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:262 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 msgid "" "After you have processed your `Private Key (CSD) " "`_ with the |SAT|, you must register " +"traves-de-la-aplicacion- certifica>`_ with the |SAT|, you **must** register " "directly with the :ref:`PAC ` of your choice before you " "start creating invoices from Odoo." msgstr "" -"Nachdem Sie Ihren `Privaten Schlüssel (CSD) " -"`_ mit dem |SAT| festgelegt haben, müssen" -" Sie sich direkt mit dem :ref:`PAC ` Ihrer Wahl " -"registrieren, bevor Sie Rechnungen in Odoo erstellen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:267 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:273 msgid "" -"Once you created your account with any of these providers, go to " +"Once you've created your account with any of these providers, go to " ":menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. " "Under the :guilabel:`MX PAC` section, enter the name of your |PAC| with your" " credentials (:guilabel:`PAC username` and :guilabel:`PAC password`)." msgstr "" -"Sobald Sie Ihr Konto bei einem dieser Anbieter eingerichtet haben, gehen Sie" -" zu :guilabel:`Einstellungen --> Buchhaltung --> Elektronische " -"Rechnungsstellung (MX)`. Geben Sie unter dem Abschnitt :guilabel:`MX PAC` " -"den Namen Ihres |PAC| mit Ihren Anmeldedaten (:guilabel:`PAC-Benutzername` " -"und :guilabel:`PAC-Passwort`) ein." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "PAC credentials." -msgstr "PAC-Anmeldedaten." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:275 -msgid "" -"If you do not have credentials and want to test the electronic invoicing, " -"you can activate the :guilabel:`Test Environment` checkbox and select " -":guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " -"username or password." +msgid "Configuring PAC credentials from the Accounting settings." msgstr "" -"Wenn Sie keine Anmeldedaten haben und die elektronische Rechnungsstellung " -"testen möchten, können Sie das Kontrollkästchen :guilabel:`Testumgebung` " -"aktivieren und :guilabel:`Solucion Factible` als |PAC| auswählen. Sie müssen" -" weder einen Benutzernamen noch ein Passwort hinzufügen." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:280 -msgid ".cer and .key certificates" -msgstr ".cer- und .key-Zertifikate" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:282 msgid "" -"You need to upload the `digital certificates of the company " -"`_ " -"within the section :guilabel:`MX Certificates`. Select :guilabel:`Add a " -"line` and a window will open. Click on :guilabel:`Create`, and from there " -"upload your digital certificate (:file:`.cer` file), your key (:file:`.key` " -"file), and your password. To finish, click on :guilabel:`Save and Close`." +"If you do not have credentials, but want to test the electronic invoicing, " +"you can activate the :guilabel:`MX PAC test environment` checkbox, and " +"select :guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " +"username or password for a test environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:287 +msgid ".cer and .key certificates" +msgstr ".cer- und .key-Zertifikate" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:289 +msgid "" +"The `digital certificates of the company " +"`_ " +"must be uploaded within the :guilabel:`MX Certificates` section. To do so, " +"navigate to :menuselection:`Settings --> Accounting --> Electronic Invoicing" +" (MX)`. Under the :guilabel:`MX Certificates` section, select :guilabel:`Add" +" a line`, and a window will open. Click :guilabel:`Create`, and from there, " +"upload your digital :guilabel:`Certificate` (:file:`.cer` file), your " +":guilabel:`Certificate Key` (:file:`.key` file), and your " +":guilabel:`Certificate Password`. To finish, click on :guilabel:`Save & " +"Close`." msgstr "" -"Sie müssen die `digitalen Zertifikate des Unternehmens " -"`_ im" -" Bereich :guilabel:`MX-Zertifikate` hochladen. Wählen Sie :guilabel:`Zeile " -"hinzufügen` und ein Fenster wird geöffnet. Klicken Sie auf " -":guilabel:`Erstellen`, und laden Sie von dort aus Ihr digitales Zertifikat " -"(:file:`.cer`-Datei), Ihren Schlüssel (:file:`.key`-Datei) und Ihr Passwort " -"hoch. Klicken Sie zum Abschluss auf :guilabel:`Speichern und schließen`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Certificate and key." -msgstr "Zertifikat und Schlüssel." +msgid "Certificate and key upload inputs." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:292 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 msgid "" "If you still do not have one of the contracted |PAC|\\s and you want to test" -" electronic invoicing you can use the following |SAT| test certificates:" +" electronic invoicing, you can use the following |SAT| test certificates:" msgstr "" -"Wenn Sie noch nicht über einen der vertraglich vereinbarten |PAC|\\s " -"verfügen und die elektronische Rechnungsstellung testen möchten, können Sie " -"die folgenden SAT-Testzertifikate verwenden:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:295 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:306 msgid ":download:`Certificate `" msgstr ":download:`Zertifikat `" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:296 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 msgid ":download:`Certificate Key `" msgstr ":download:`Zertifikatsschlüssel `" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:297 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:308 msgid "**Password**: ``12345678a``" msgstr "**Passwort**: ``12345678a``" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:311 msgid "Workflows" msgstr "Arbeitsabläufe" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:305 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:316 msgid "" "The invoicing process in Odoo is based on `Annex 20 " "`_ version" @@ -29537,53 +29858,41 @@ msgstr "" "`_Version " "4 der elektronischen Rechnungsstellung des |SAT|." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:312 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:323 msgid "" "To start invoicing from Odoo, a customer invoice must be created using the " -":doc:`standard invoicing flow " -"`." +":doc:`standard invoicing flow <../accounting/customer_invoices>`." msgstr "" -"Um mit der Rechnungsstellung aus Odoo heraus zu beginnen, muss eine " -"Kundenrechnung mit dem :doc:`Standard-Rechnungsablauf " -"` erstellt werden." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:315 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:326 msgid "" -"When the document is in draft mode, you can make any changes to it (add the " -"correct :guilabel:`Payment Way` or :guilabel:`Usage` that the customer might" -" require, for example.)" +"While the document is in draft mode, changes can be made to it (the correct " +":guilabel:`Payment Way` or :guilabel:`Usage` that the customer might require" +" can be added, for example.)" msgstr "" -"Wenn sich das Dokument im Entwurfsmodus befindet, können Sie beliebige " -"Änderungen daran vornehmen (z. B. die korrekte :guilabel:`Zahlungsart` oder " -":guilabel:`Nutzung` hinzufügen, die der Kunde möglicherweise benötigt)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:318 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:329 msgid "" "After you :guilabel:`Confirm` the customer invoice, a blue message appears " "stating: :guilabel:`The invoice will be processed asynchronously by the " -"following E-invoicing service: CFDI (4.0)`. Pressing the :guilabel:`Process " -"Now` button sends the document to be signed by the government. On success, " -"the :guilabel:`Fiscal Folio` field appears on the document and the XML file " -"is attached in the chatter." +"following E-invoicing service: CFDI (4.0)`." msgstr "" -"Nachdem Sie die Kundenrechnung :guilabel:`Bestätigen`, erscheint eine blaue " -"Meldung, die besagt: :guilabel:`Die Rechnung wird asynchron von folgendem " -"Dienst für elektronische Rechnungsstellung verarbeitet: CFDI (4.0)`. Wenn " -"Sie auf die Schaltfläche :guilabel:`Jetzt verarbeiten` klicken, wird das " -"Dokument zur Unterzeichnung durch die Regierung gesendet. Bei Erfolg wird " -"das Feld :guilabel:`Fiscal Folio` auf dem Dokument angezeigt und die XML-" -"Datei wird im Chat angehängt." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:325 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:332 msgid "" -"If you press :guilabel:`Retry` in the field :guilabel:`SAT status` of the " -"invoice, you can confirm if the XML file is valid in the SAT." +"Pressing the :guilabel:`Process Now` button sends the document to the " +"government so it can be signed. After receiving the signed document back " +"from the government, the :guilabel:`Fiscal Folio` field appears on the " +"document, and the XML file is attached in the chatter." msgstr "" -"Wenn Sie im Feld :guilabel:`SAT-Status` der Rechnung auf " -":guilabel:`Wiederholen` drücken, können Sie überprüfen, ob die XML-Datei im " -"SAT gültig ist." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:328 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +msgid "" +"If you click :guilabel:`Retry` in the :guilabel:`SAT status` field on the " +"invoice, you can confirm if the XML file is valid in the |SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:340 msgid "" "If you are in a testing environment, you will always receive the message " ":guilabel:`Not Found`." @@ -29591,22 +29900,16 @@ msgstr "" "Wenn Sie sich in einer Testumgebung befinden, erhalten Sie immer die Meldung" " :guilabel:`Nicht gefunden`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:330 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:342 msgid "" -"To send the signed invoice to your client by mail, you can send the XML " -"together with the PDF file directly from Odoo by clicking the " -":guilabel:`Send and Print` button. You can also download the PDF file to " -"your computer by clicking the :guilabel:`Print` button and selecting the " -"desired option." +"To send the signed invoice to your client by mail, you can send both the XML" +" and PDF files together, directly from Odoo, by clicking the :guilabel:`Send" +" & Print` button. You can also download the PDF file to your computer, by " +"clicking the :guilabel:`Print` button, and selecting the desired print " +"option." msgstr "" -"Um die unterzeichnete Rechnung per E-Mail an Ihren Kunden zu senden, können " -"Sie die XML-Datei zusammen mit der PDF-Datei direkt aus Odoo versenden, " -"indem Sie auf die Schaltfläche :guilabel:`Senden und Drucken` klicken. Sie " -"können die PDF-Datei auch direkt auf Ihren Computer herunterladen, indem Sie" -" auf die Schaltfläche :guilabel:`Drucken` klicken und die gewünschte Option " -"auswählen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 msgid "" "While an invoice is a document type \"I\" (Ingreso), a credit note is a " "document type \"E\" (Egreso)." @@ -29614,121 +29917,98 @@ msgstr "" "Während eine Rechnung eine Belegart „I“ (Ingreso) ist, ist eine Gutschrift " "eine eine Belegart „E“ (Egreso)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:339 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:352 msgid "" "The only addition to the :doc:`standard flow for credit notes " -"` is that, " -"as a requirement of the SAT, there has to be a relation between a credit " -"note and an invoice through the fiscal folio." +"<../accounting/customer_invoices/credit_notes>` is that, as a requirement of" +" the |SAT|, there has to be a relation between a credit note and an invoice " +"through the fiscal folio." msgstr "" -"Der einzige Zusatz zum :doc:`Standardablauf für Gutschriften " -"` ist, dass" -" als Anforderung des SAT eine Beziehung zwischen einer Gutschrift und einer " -"Rechnung über das Steuerblatt bestehen muss." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:343 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 msgid "" -"Because of this, the field :guilabel:`CFDI Origin` adds this relation with a" -" `01|`, followed by the fiscal folio of the original invoice." +"Because of this requirement, the field :guilabel:`CFDI Origin` adds this " +"relation with a `01|`, followed by the fiscal folio of the original invoice." msgstr "" -"Aus diesem Grund fügt das Feld :guilabel:`CFDI-Herkunft` diese Beziehung mit" -" einem `01|` hinzu, gefolgt von dem Steuerblatt der ursprünglichen Rechnung." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Creating a credit note." -msgstr "Erstellung einer Gutschrift" +msgid "Example CFDI Origin number." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 msgid "" -"For the :guilabel:`CFDI Origin` field to be added automatically, use the " -"button :guilabel:`Add Credit Note` from the invoice instead of creating it " +"For the :guilabel:`CFDI Origin` field to be automatically added, use the " +":guilabel:`Add Credit Note` button from the invoice, instead of creating it " "manually." msgstr "" -"Damit das Feld :guilabel:`CFDI-Herkunft` automatisch hinzugefügt wird, " -"verwenden Sie die Schaltfläche :guilabel:`Gutschrift hinzufügen` auf der " -"Rechnung, anstatt es manuell zu erstellen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:354 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 msgid "Payment complements" msgstr "Zahlungsergänzungen" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:357 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:371 msgid "Payment policy" msgstr "Zahlungsrichtlinie" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:359 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:373 msgid "" -"One of the additions of the Mexican Localization is the field " -":guilabel:`Payment Policy`. `According to the SAT documentation " +"One addition of the Mexican localization is the :guilabel:`Payment Policy` " +"field . `According to the SAT documentation " "`_, there may be 2 types of payments:" msgstr "" -"Ein Zusatz der mexikanischen Lokalisierung ist das Feld " -":guilabel:`Zahlungsrichtlinien`. `Gemäß der SAT-Dokumentation " -"`_, kann es 2 Arten von Zahlungen geben:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" msgstr "`PUE` (Pago en una Sola Exhibición/Eine einzige Gesamtzahlung)" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:365 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:378 msgid "" "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or " "Deferred)" msgstr "" "`PPD` (Pago en Parcialidades o Diferido/Zahlung in Teilen oder Abgrenzungen)" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:367 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 msgid "" "The difference lies in the *Due Date* or *Payment Terms* of the invoice." msgstr "" "Der Unterschied liegt im *Fälligkeitsdatum* oder den *Zahlungsbedingungen* " "der Rechnung." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:382 msgid "" -"To configure |PUE| invoices, you must select an invoice :guilabel:`Due Date`" -" within the same month or choose a payment term that does not imply changing" +"To configure |PUE| invoices, navigatge to :menuselection:`Accounting --> " +"Customers --> Invoices`, and either select an invoice :guilabel:`Due Date` " +"within the same month, or choose a payment term that does not imply changing" " the due month (immediate payment, 15 days, 21 days, all falling within the " "current month)." msgstr "" -"Um |PUE|-Zahlungen zu konfigurieren, müssen Sie ein " -":guilabel:`Fälligkeitsdatum` der Rechnung innerhalb desselben Monats oder " -"eine Zahlungsbedingung wählen, die keine Änderung des Fälligkeitsmonats " -"impliziert (sofortige Zahlung, 15 Tage, 21 Tage, die alle in den aktuellen " -"Monat fallen)." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PUE requirements." msgstr "Beispiel einer Rechnung mit PUE-Anforderungen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 msgid "" -"Some :guilabel:`Payment Terms` are already installed by default. You can " -"check them in :menuselection:`Accounting --> Configuration --> Payment " +"Some :guilabel:`Payment Terms` are already installed by default, and can be " +"managed from :menuselection:`Accounting --> Configuration --> Payment " "Terms`." msgstr "" -"Einige :guilabel:`Zahlungsbedingungen` sind bereits standardmäßig " -"installiert. Sie finden sie unter :menuselection:`Buchhaltung --> " -"Konfiguration --> Zahlungsbedingungen`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:395 msgid "" -"To configure |PPD| invoices, you need to choose a :guilabel:`Due Date` after" -" the first day of the following month (this also applies if your " -":guilabel:`Payment Term` is due in the following month)." +"To configure |PPD| invoices, navigate to :menuselection:`Accounting --> " +"Customers --> Invoices`, and select an invoice with a :guilabel:`Due Date` " +"after the first day of the following month. This also applies if your " +":guilabel:`Payment Term` is due in the following month." msgstr "" -"Um |PPD|-Rechnungen zu konfigurieren, müssen Sie ein " -":guilabel:`Fälligkeitsdatum` nach dem ersten Tag des Folgemonats wählen " -"(dies gilt auch, wenn Ihre :guilabel:`Zahlungsfrist` im Folgemonat fällig " -"ist)." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PPD requirements." msgstr "Beispiel einer Rechnung mit PPD-Anforderungen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:387 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:404 msgid "" "Because the |PPD| policy implies that an invoice is not going to get paid at" " the moment, the correct :guilabel:`Payment Way` for the |PPD| invoices is " @@ -29738,69 +30018,56 @@ msgstr "" "bezahlt wird, lautet die korrekte :guilabel:`Zahlungsart` für die " "|PPD|-Rechnungen :guilabel:`99 - Por Definir` (Zu definieren)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 msgid "Payment flow" msgstr "Zahlungsfluss" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:394 -msgid "" -"In both cases, the payment process in Odoo :doc:`is the same " -"`, the main difference " -"would be that payments related to |PPD| invoices trigger the creation of a " -"document type \"P\" (Pago)." -msgstr "" -"In beiden Fällen ist der Zahlungsprozess in Odoo :doc:` derselbe " -"`, der Hauptunterschied " -"besteht darin, dass Zahlungen, die sich auf |PPD|-Rechnungen beziehen, die " -"Erstellung einer Belegart „P“ (Pago) auslösen." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:398 -msgid "" -"If a payment is related to a |PUE| invoice, it can be registered with the " -"wizard and be associated with the corresponding invoice. Its status will be " -":guilabel:`In Payment` since the payment is effectively validated when it is" -" bank reconciled." -msgstr "" -"Wenn eine Zahlung mit einer |PUE|-Rechnung verbunden ist, kann sie mit dem " -"Assistenten registriert und mit der entsprechenden Rechnung verknüpft " -"werden. Ihr Status lautet :guilabel:`In Zahlung`, da die Zahlung bei der " -"Bankabstimmung effektiv validiert wird." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:405 -msgid "" -"While this process is the same for PPD invoices, the addition of the " -"creation of an :doc:`electronic document " -"` " -"means that some additional requirements are needed to correctly send the " -"document to the SAT." -msgstr "" -"Während dieser Prozess für PPD-Rechnungen derselbe ist, bedeutet die " -"Hinzufügung der Erstellung eines :doc:`elektronischen Dokuments " -"`, " -"dass einige zusätzliche Anforderungen erforderlich sind, um das Dokument " -"korrekt an die SAT zu senden." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 -msgid "" -"You need to confirm the specific :guilabel:`Payment Way` where you received " -"the payment. Because of this, this field cannot be :guilabel:`99 - Por " -"Definir` (To Define)." -msgstr "" -"Sie müssen die spezifische :guilabel:`Zahlungsweise` bestätigen, wie Sie die" -" Zahlung erhalten haben. Aus diesem Grund kann dieses Feld nicht " -":guilabel:`99 - Por Definir` (Zum Definieren) sein." - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:411 msgid "" -"If you are going to add a bank account to the customer in the " -":guilabel:`Accounting` tab of their contact, it needs to have a valid " -"number." +"In both cases, the payment process in Odoo :doc:`is the same " +"<../accounting/customer_invoices>`, the main difference being payments " +"related to |PPD| invoices trigger the creation of a document type \"P\" " +"(Pago)." msgstr "" -"Wenn Sie dem Kunden im Reiter :guilabel:`Buchhaltung` seines Kontakts ein " -"Bankkonto hinzufügen möchten, muss dieses eine gültige Nummer haben." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:415 msgid "" +"If a payment is related to a |PUE| invoice, it can be registered with the " +"wizard, and be associated with the corresponding invoice. To do so, navigate" +" to :menuselection:`Accounting --> Customers --> Invoices`, and select an " +"invoice. Then, click the :guilabel:`Register Payment` button. The invoice " +"status changes to :guilabel:`In Payment`, since the payment is effectively " +"validated when it is bank reconciled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:422 +msgid ":doc:`../accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:424 +msgid "" +"While this process is the same for PPD invoices, the addition of the " +"creating an :doc:`electronic document " +"<../accounting/customer_invoices/electronic_invoicing>` means some " +"additional requirements are needed to correctly send the document to the " +"|SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:428 +msgid "" +"From an invoice, you need to confirm the specific :guilabel:`Payment Way` " +"where you received the payment. Because of this, the :guilabel:`Payment Way`" +" field **cannot** be set as `99 - Por Definir (To Define)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:432 +msgid "" +"If you are going to add a bank account number in the :guilabel:`Accounting` " +"tab of a customer's contact card, it must have a valid account number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:436 +msgid "" "The exact configurations are in the `Anexo 20 of the SAT " "`_. " "Usually, the :guilabel:`Bank Account` needs to be 10 or 18 digits for " @@ -29811,16 +30078,12 @@ msgstr "" "Normalerweise muss das :guilabel:`Bankkonto` bei Überweisungen 10 oder 18 " "Ziffern haben, bei Kredit- oder Debitkarten 16." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:419 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 msgid "" "If a payment is related to a signed invoice with the :guilabel:`Payment " "Policy` `PPD`, Odoo generates the corresponding payment complement " -"automatically once you press :guilabel:`Process Now`." +"automatically, once you click :guilabel:`Process Now`." msgstr "" -"Wenn sich eine Zahlung auf eine signierte Rechnung mit der " -":guilabel:`Zahlungsrichtlinie` `PPD` bezieht, generiert Odoo automatisch die" -" entsprechende Zahlungsergänzung, sobald Sie auf :guilabel:`Jetzt " -"verarbeiten` drücken." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "CFDI (4.0) E-invoicing service process payment now message." @@ -29828,48 +30091,38 @@ msgstr "" "„Jetzt bezahlen“-Nachricht im Prozess der elektronischen Rechnungsstellung " "von CFDI 4.0" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:426 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 msgid "" -"A payment in MXN cannot be used to pay multiple invoices in USD. Rather, the" -" payment should be separated into multiple payments created using the " +"A payment in MXN **cannot** be used to pay multiple invoices in USD. " +"Instead, the payment should be separated into multiple payments, using the " ":guilabel:`Register Payment` button on the corresponding invoices." msgstr "" -"Eine Zahlung kann in MXN nicht verwendet werden, um mehrere Rechnungen in " -"USD zu bezahlen. Vielmehr sollte die Zahlung in mehrere Zahlungen aufgeteilt" -" werden, die über die Schaltfläche :guilabel:`Zahlung registrieren` auf den " -"entsprechenden Rechnungen erstellt werden." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:431 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:454 msgid "Invoice cancellations" msgstr "Rechnungsstornierungen" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:433 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 msgid "" -"It is possible to cancel the EDI documents sent to the SAT. According to the" -" `Reforma Fiscal 2022 `_, since January 1st 2022, there are two requirements for " -"this:" +"It is possible to cancel the EDI documents sent to the |SAT|. According to " +"the `Reforma Fiscal 2022 `_, since January 1st, 2022, there are two " +"requirements for this:" msgstr "" -"Es ist möglich, die an den SAT gesendeten EDI-Dokumente zu stornieren. Gemäß" -" der `Reforma Fiscal 2022 `_, gibt es seit dem 1. Januar 2022 zwei " -"Voraussetzungen dafür:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:437 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 msgid "" -"With all cancellation requests, you have to specify a *cancellation reason*." +"With all cancellation requests, you **must** specify a *cancellation " +"reason*." msgstr "" -"Sie müssen für alle Stornierungsanfragen einen *Stornierungsgrund* angeben." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:438 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:461 msgid "" -"After 24 hours have passed, the client must be asked to accept the " -"cancellation." +"After 24 hours have passed since the creation of the invoice, the client " +"**must** be asked to accept the cancellation." msgstr "" -"Nach Ablauf von 24 Stunden muss der Kunde aufgefordert werden, die " -"Stornierung zu akzeptieren." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:464 msgid "" "There are four different cancellation reasons. In Odoo, you can cancel " "invoices with the reasons *01 Invoices sent with errors with a relation*, " @@ -29879,91 +30132,66 @@ msgstr "" "mit den Gründen *01 Fehlerhafte Rechnungen mit einer Beziehung* und *02 " "Fehlerhafte Rechnungen ohne eine Beziehung* stornieren." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:444 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:467 +msgid "" +"The following sections break down the process of canceling invoices for each" +" cancellation reason in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:471 +msgid "" +"Odoo has certain limitations to canceling invoices in the |SAT|: The reasons" +" 03 and 04 (*Operation did not take place* and *Nominative transactions " +"related to a global invoice*, respectively) are not currently supported by " +"Odoo. For this, you need to cancel the invoice directly in the |SAT|, and " +"press :guilabel:`Retry` in the :guilabel:`SAT Status field`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 msgid "01 - invoices sent with errors with a relation" msgstr "01 – Fehlerhafte Rechnungen mit einer Beziehung" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:446 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 msgid "" -"This cancellation motive has to be used when a new invoice needs to " -"substitute the original one, due to an error in any field." +"This cancellation reason must be used when a new invoice needs to substitute" +" the original one, due to an error in any field." msgstr "" -"Dieser Stornierungsgrund muss verwendet werden, wenn eine neue Rechnung die " -"ursprüngliche Rechnung aufgrund eines Fehlers in einem beliebigen Feld " -"ersetzt muss." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 -msgid "Copy the :guilabel:`Fiscal Folio` of the *old invoice*" -msgstr "Kopieren Sie das :guilabel:`Steuerblatt` der *alten Rechnung*." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:450 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 msgid "" -"Paste it into the field :guilabel:`CFDI Origin` of the *new invoice*, " -"followed by a `04|`" +"Begin by navigating to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. Copy the :guilabel:`Fiscal Folio` " +"from the old invoice. Then, navigate to the new invoice, and in the " +":guilabel:`CFDI Origin` field, add the value `04|` and paste the " +":guilabel:`Fiscal Folio` of the old invoice after the value. Finally, sign " +"the new document." msgstr "" -"Fügen Sie es in das Feld :guilabel:`CFDI-Herkunft` der *neuen Rechnung* ein," -" gefolgt von einem `04|`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:451 -msgid "Sign the new document." -msgstr "Signieren Sie das Dokument." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Old invoice with CFDI Origin." -msgstr "Alte Rechnung mit CFDI-Herkunft." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:487 msgid "" -"Go back to the *old invoice*, the field :guilabel:`Substituted By` should " -"appear." +"Next, navigate back to the old invoice, and notice the " +":guilabel:`Substituted By` field is now available. Click the " +":guilabel:`Request EDI Cancellation` button on the old invoice, and then " +"click :guilabel:`Process Now` in the blue section that appears. The invoice " +"status changes to :guilabel:`Canceled`, and a confirmation is logged in the " +"chatter." msgstr "" -"Gehen Sie zurück zur *alten Rechnung*, das Feld :guilabel:`Ersetzt durch` " -"sollte erscheinen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:457 -msgid "Click the :guilabel:`Request EDI Cancellation` button." -msgstr "Klicken Sie auf die Schaltfläche :guilabel:`EDI-Storno anfordern`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:458 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 msgid "" -"As if it were a regular invoice, a blue field then appears on the invoice. " -"Click :guilabel:`Process Now`." -msgstr "" -"Wie bei einer regulären Rechnung erscheint dann ein blaues Feld auf der " -"Rechnung. Klicken Sie auf :guilabel:`Jetzt verarbeiten`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 -msgid "" -"The invoice status is moved to :guilabel:`Cancelled` and you receive a " -"confirmation in the chatter." -msgstr "" -"Der Rechnungsstatus wird auf :guilabel:`Storniert` verschoben und Sie " -"erhalten eine Bestätigung im Chatter." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 01 properly canceled." -msgstr "Rechnung 01 ornungsgemäßig storniert." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:466 -msgid "" -"Now, the invoice should be canceled in the SAT too. You can confirm that " -"this was done correctly by pressing :guilabel:`Retry` in the SAT status " +"Now, the invoice should be canceled in the |SAT| as well. You can confirm " +"this was done correctly, by pressing :guilabel:`Retry` in the |SAT| status " "field." msgstr "" -"Jetzt sollte die Rechnung auch im SAT storniert werden. Sie können " -"bestätigen, dass dies korrekt erfolgt ist, indem Sie im SAT-Statusfeld auf " -":guilabel:`Wiederholen` drücken." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:469 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:495 msgid "" -"If the document was canceled after 24 hours, it is possible that the client " -"must be asked to accept the cancellation in their \"Buzón Tributario\"." +"If the document was canceled more than 24 hours after its creation, you may " +"need to ask the client to accept the cancellation in their “Buzón " +"Tributario” directly from the `SAT website `_." msgstr "" -"Wenn das Dokument nach Ablauf von 24 Stunden storniert wurde, ist es " -"möglich, dass der Kunde aufgefordert werden muss, die Stornierung in seinem " -"„Buzón Tributario“ zu akzeptieren." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:473 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 msgid "" "The `04|` is only a code that helps Odoo to perform this process. It has no " "relation to the method 04 reason for cancellation." @@ -29971,95 +30199,74 @@ msgstr "" "`04|` ist nur ein Code, der Odoo hilft, diesen Vorgang durchzuführen. Er hat" " keinen Bezug zu der Methode 04 als Grund für die Stornierung." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Old invoice with CFDI Origin." +msgstr "Alte Rechnung mit CFDI-Herkunft." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "" +"Invoice with the Substituted By field referencing the CFDI Origin invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:512 msgid "02 - invoices sent with errors without a relation" msgstr "02 – Fehlerhafte Rechnungen ohne einer Beziehung" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:514 msgid "" -"This cancellation motive has to be used when an invoice was sent with an " -"error in any field and does not need to be replaced by another one." +"This cancellation reason has to be used when an invoice was sent with an " +"error in any field, and does not need to be replaced by another one." msgstr "" -"Dieser Stornierungsgrund muss verwendet werden, wenn eine Rechnung mit einem" -" Fehler in einem beliebigen Feld gesendet wurde und nicht durch eine andere " -"ersetzt werden muss." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:517 msgid "" -"For this case, all that is required is to click on :guilabel:`Request EDI " -"Cancellation`, and then press click the :guilabel:`Process Now` button." +"For this case, navigate to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. From here, the only requirement is to" +" click the :guilabel:`Request EDI Cancellation` button, and then click the " +":guilabel:`Process Now` button." msgstr "" -"In diesem Fall müssen Sie nur auf :guilabel:`EDI-Storno anfordern` klicken " -"und dann auf die Schaltfläche :guilabel:`Jetzt verarbeiten` zu drücken." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 02 properly canceled." -msgstr "Rechnung 02 ornungsgemäßig storniert." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:488 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:521 msgid "" -"As the field :guilabel:`Substituted By` does not exist, the SAT should " -"detect automatically that the cancellation reason is 02." +"Because the field :guilabel:`Substituted By` does not appear when using this" +" cancellation reason, the |SAT| should automatically detect that the " +"cancellation reason is 02." msgstr "" -"Da das Feld :guilabel:`Ersetzt durch` nicht existiert, sollte der SAT " -"automatisch erkennen, dass der Stornierungsgrund 02 ist." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 -msgid "" -"Odoo has certain limitations to canceling invoices in the SAT: The reasons " -"03 and 04 (*Operation did not take place* and *Nominative transactions " -"related to a global invoice*) are not currently supported by Odoo. For this," -" you need to cancel the invoice directly in the SAT and use a *Server " -"Action*." -msgstr "" -"Odoo hat bestimmte Einschränkungen beim Stornieren von Rechnungen im SAT: " -"Die Gründe 03 und 04 (*Vorgang hat nicht stattgefunden* und *Nominative " -"Transaktionen im Zusammenhang mit einer globalen Rechnung*) werden von Odoo " -"derzeit nicht unterstützt. Hierfür müssen Sie die Rechnung direkt im SAT " -"stornieren und eine *Serveraktion* verwenden." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:498 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:525 msgid "Payment cancellations" msgstr "Zahlungsstornierungen" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:527 msgid "" "It is also possible to cancel *Payment Complements*. For this, go to the " -"payment and select :guilabel:`Request EDI Cancellation`. As with invoices, a" -" blue button will appear. Select :guilabel:`Process now`, and the document " -"will be sent to the SAT. After a few seconds, you can press " -":guilabel:`Retry` to confirm the current SAT status." +"payment, via :menuselection:`Accounting --> Customers --> Payments`, and " +"select :guilabel:`Request EDI Cancellation`. As with invoices, a blue button" +" will appear. Click :guilabel:`Process now`, and the document will be sent " +"to the |SAT|. After a few seconds, you can click :guilabel:`Retry` to " +"confirm the current |SAT| status." msgstr "" -"Es ist auch möglich, *Zahlungsergänzungen* zu stornieren. Gehen Sie dazu zu " -"der Zahlung und wählen Sie :guilabel:`EDI-Stornierung anfordern`. Wie bei " -"den Rechnungen wird eine blaue Schaltfläche angezeigt. Wählen Sie " -":guilabel:`Jetzt verarbeiten`, und das Dokument wird an den SAT gesendet. " -"Nach ein paar Sekunden können Sie auf :guilabel:`Wiederholen` drücken, um " -"den aktuellen SAT-Status zu bestätigen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:505 -msgid "The payment moves their status to :guilabel:`Cancelled`." -msgstr "Der Status der Zahlung wird auf :guilabel:`Storniert` gesetzt." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:508 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:536 msgid "" "Just like invoices, when you create a new *Payment Complement*, you can add " -"the relation of the original document by adding a `04|` plus the fiscal " -"folio." +"the relation of the original document, by adding a `04|` plus the fiscal " +"folio in the :guilabel:`CFDI Origin` field." msgstr "" -"Genau wie bei Rechnungen können Sie bei der Erstellung einer neuen " -"*Zahlungsergänzung* die Beziehung des Originaldokuments hinzufügen, indem " -"Sie ein `04|` plus das Steuerblatt hinzufügen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:512 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:540 msgid "Invoicing special use cases" msgstr "Sonderfälle der Rechnungsstellung" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:515 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:543 msgid "CFDI to public" msgstr "CFDI an öffentlich" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:517 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:545 msgid "" "If the customer you are selling goods or services to does not require an " "invoice, a *CFDI to Public* has to be created." @@ -30067,111 +30274,77 @@ msgstr "" "Wenn der Kunde, an den Sie Waren oder Dienstleistungen verkaufen, keine " "Rechnung benötigt, müssen Sie eine *CFDI an Öffentlichkeit* erstellen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:520 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:548 msgid "" -"However, if you use the name `PUBLICO EN GENERAL`, an error will be " -"triggered. This is a main change in the CFDI 4.0 that states that invoices " -"with that specific name needs additional fields." +"If you use the :guilabel:`Customer` name `PUBLICO EN GENERAL`, an error will" +" be triggered. This is a main change in the CFDI 4.0 that requires invoices " +"with that specific name to need additional fields, which Odoo does not " +"currently support. So, for a *CFDI to Public* to be created, you need to add" +" any name to your customer that is **not** `PUBLICO EN GENERAL`. (For " +"example: `CLIENTE FINAL`)." msgstr "" -"Wenn Sie jedoch den Namen `PUBLICO EN GENERAL` verwenden, wird ein Fehler " -"ausgelöst. Dies ist eine wesentliche Änderung in CFDI 4.0, die besagt, dass " -"Rechnungen mit diesem speziellen Namen zusätzliche Felder benötigen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:523 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:553 msgid "" -"Odoo currently does not support this. So for a *CFDI to Public* to be " -"created, you need to add any name to your customer that is not `PUBLICO EN " -"GENERAL`. (For example `CLIENTE FINAL`)" +"In addition to this, it is required that the :guilabel:`ZIP` code of your " +"company is added, the generic |RFC| is set as `XAXX010101000`, and the " +":guilabel:`Fiscal Regime` of your customer must be set as: `Sin obligaciones" +" fiscales`." msgstr "" -"Odoo unterstützt dies derzeit nicht. Damit also ein *CFDI an Öffentlichkeit*" -" erstellt werden kann, müssen Sie Ihrem Kunden einen beliebigen Namen " -"hinzufügen, der nicht `PUBLICO EN GENERAL` lautet. (Zum Beispiel `CLIENTE " -"FINAL`)" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:526 -msgid "" -"In addition to this, the zip code of your company, and the generic " -":guilabel:`RFC` ``XAXX010101000`` are needed. The :guilabel:`Fiscal Regime` " -"of your customer must be `Sin obligaciones fiscales`." -msgstr "" -"Außerdem benötigen Sie die Postleitzahl Ihres Unternehmens und die " -"generische :guilabel:`RFC` ``XAXX010101000``. Die :guilabel:`Steuerregelung`" -" Ihres Kunden muss `Sin obligaciones fiscales` sein." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "CFDI to Public Error." -msgstr "Fehler bei CFDI an Öffentlichkeit" +msgid "CFDI to Public Customer field configuration." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:535 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:564 msgid "" "The main currency in Mexico is MXN. While this is mandatory for all Mexican " -"companies, it is possible to send and receive invoices and payments in " -"different currencies. To do this, you can enable the use of " -":doc:`multicurrency " -"`. And select " -":guilabel:`Mexican Bank` as the service in :menuselection:`Accounting --> " -"Settings --> Currency`." +"companies, it is possible to send and receive invoices (and payments) in " +"different currencies. To enable the use of :doc:`multicurrency " +"<../accounting/get_started/multi_currency>`, navigate to the " +":menuselection:`Accounting --> Settings --> Currencies`, and set " +":guilabel:`Mexican Bank` as the :guilabel:`Service` in the " +":guilabel:`Automatic Currency Rates` section. Then, set the " +":guilabel:`Interval` field to the frequency you wish to update the exchange " +"rates." msgstr "" -"Die Hauptwährung in Mexiko ist MXN. Obwohl dies für alle mexikanischen " -"Unternehmen obligatorisch ist, ist es möglich, Rechnungen und Zahlungen in " -"anderen Währungen zu senden und zu empfangen. Zu diesem Zweck können Sie die" -" Verwendung von :doc:`Mehreren Währungen` aktivieren. Und wählen Sie " -":guilabel:`Mexikanische Bank` als Service in :menuselection:`Buchhaltung -->" -" Einstellungen --> Währung`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:541 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 msgid "" -"This way, in the XML file of the document you get the correct exchange rate " -"and the total amount both in the foreign currency and in MXN." +"This way, the XML file of the document will have the correct exchange rate, " +"and the total amount, in both the foreign currency and in MXN." msgstr "" -"Auf diese Weise erhalten Sie in der XML-Datei des Dokuments den korrekten " -"Wechselkurs und den Gesamtbetrag sowohl in der Fremdwährung als auch in MXN." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:544 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 msgid "" "It is highly recommended to use :doc:`a bank account for each currency " -"`." +"<../accounting/bank/foreign_currency>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:578 +msgid "" +"The only currencies that automatically update their exchange rate daily are:" +" USD, EUR, GBP, and JPY." msgstr "" -"Es wird dringend empfohlen, :doc:`ein Bankkonto für jede Währung " -"` verwenden." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Multi-currency configuration." -msgstr "Konfiguration mehrerer Währungen" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:551 -msgid "" -"The only currencies that automatically update their exchange rate daily are " -"USD, EUR, GBP, and JPY." +msgid "Multi-currency configuration in the Accounting settings." msgstr "" -"Die einzigen Währungen, deren Wechselkurs automatisch täglich aktualisiert " -"wird, sind USD, EUR, GBP und JPY." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:555 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:586 msgid "Down payments" msgstr "Anzahlungen" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:557 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 msgid "" -"There can be cases where you receive a payment in advance from a customer, " +"There can be cases where you receive a payment in advance from a customer " "that needs to be applied to an invoice later. In order to do this in Odoo, " "it is required to properly link invoices to each other with the " -":guilabel:`CFDI Origin` field." +":guilabel:`CFDI Origin` field. To do so, it is necessary to have the " +":doc:`Sales <../../sales>` app installed." msgstr "" -"Es kann vorkommen, dass Sie von einem Kunden eine Vorauszahlung erhalten, " -"die später auf eine Rechnung angerechnet werden muss. Um dies in Odoo tun zu" -" können, müssen Sie die Rechnungen mit dem Feld :guilabel:`CFDI-Herkunft` " -"ordnungsgemäß miteinander verknüpfen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:561 -msgid "" -"It is necessary to have the :doc:`Sales ` app " -"installed." -msgstr "" -"Dazu muss die App :doc:`Verkauf ` installiert " -"sein." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:564 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 msgid "" "`The official documentation for registration of down payments in Mexico " "`_." @@ -30179,28 +30352,21 @@ msgstr "" "`Die offizielle Dokumentation zur Registrierung von Anzahlungen in Mexico " "`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:567 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:597 msgid "" "First, navigate to the :menuselection:`Sales` app to create a product " -"`Anticipo` and configure it: the :guilabel:`Product Type` must be " -":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` `84111506 " -"Servicios de facturación`." +"`Anticipo` and configure it. The :guilabel:`Product Type` must be " +":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` must be: " +"`84111506 Servicios de facturación`." msgstr "" -"Navigieren Sie zunächst zur App :menuselection:`Verkauf`, um ein Produkt " -"`Anticipo` zu erstellen und zu konfigurieren: der :guilabel:`Produkttyp` " -"muss :guilabel:`Dienstleistung` sein, und verwenden Sie die " -":guilabel:`UNSPSC-Kategorie` `84111506 Servicios de facturación`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:601 msgid "" "Then, go to :menuselection:`Sales --> Settings --> Invoicing --> Down " -"Payments` and add the product as the default." +"Payments`, and add the *Anticipo* product as the default." msgstr "" -"Gehen Sie dann zu :menuselection:`Verkauf --> Einstellungen --> " -"Rechnungsstellung --> Anzahlungen` und fügen Sie das Produkt als " -"Standardeinstellung hinzu." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 msgid "" "Create a sales order with the total amount, and create a down payment " "(either using a percentage or fixed amount). Then, sign the document, and " @@ -30210,82 +30376,56 @@ msgstr "" "(entweder mit einem Prozentsatz oder einem festen Betrag). Unterschreiben " "Sie dann das Dokument und :guilabel:`Registrieren Sie die Zahlung`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:577 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:607 msgid "" "When the time comes for the customer to get the final invoice, create it " -"again from the same sales order. In the :guilabel:`Create Invoices` wizard " -"select :guilabel:`Regular Invoice` and uncheck :guilabel:`Deduct down " +"again from the same sales order. In the :guilabel:`Create Invoices` wizard, " +"select :guilabel:`Regular Invoice`, and uncheck :guilabel:`Deduct down " "payments`." msgstr "" -"Wenn der Kunde die finale Rechnung erhält, erstellen Sie sie erneut aus " -"demselben Verkaufsauftrag. Wählen Sie im Assistenten :guilabel:`Rechnungen " -"erstellen` die Option :guilabel:`Reguläre Rechnung` und entfernen Sie das " -"Häkchen bei :guilabel:`Anzahlungen abziehen`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:581 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:611 msgid "" -"Then, copy the :guilabel:`Fiscal Folio` from the first invoice and paste it " -"into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " -"`07|`. Sign the document." +"Then, copy the :guilabel:`Fiscal Folio` from the first invoice, and paste it" +" into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " +"`07|` before the value. Then, sign the document." msgstr "" -"Kopieren Sie dann das :guilabel:`Steuerblatt` aus der ersten Rechnung und " -"fügen Sie es in die :guilabel:`CDFI-Herkunft` der zweiten Rechnung ein, " -"wobei Sie das Präfix `07|` hinzufügen. Signieren Sie das Dokument." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:584 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:615 msgid "" "After this, create a credit note for the first invoice. Copy the " -":guilabel:`Fiscal Folio` from the second invoice and paste it in the " -":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Sign " -"the document." +":guilabel:`Fiscal Folio` from the second invoice, and paste it in the " +":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Then, " +"sign the document." msgstr "" -"Erstellen Sie danach eine Gutschrift für die erste Rechnung. Kopieren Sie " -"das das :guilabel:`Steuerblatt` aus der zweiten Rechnung und fügen Sie es in" -" die :guilabel:`CDFI-Herkunft` der Gutschrift ein, wobei Sie das Präfix " -"`07|` hinzufügen. Signieren Sie das Dokument." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:619 msgid "" "With this, all electronic documents are linked to each other. The final step" " is to fully pay the new invoice. At the bottom of the new invoice, you can " -"find :guilabel:`Outstanding credits` in the credit note, add it as payment. " -"Finally, register the remaining amount with the :guilabel:`Register Payment`" -" wizard." +"find the credit note in the :guilabel:`Outstanding credits` - add it as " +"payment. Finally, register the remaining amount with the :guilabel:`Register" +" Payment` wizard." msgstr "" -"Damit sind alle elektronischen Dokumente miteinander verknüpft. Der letzte " -"Schritt besteht darin, die neue Rechnung vollständig zu bezahlen. Unten auf " -"der neuen Rechnung finden Sie in der Gutschrift :guilabel:`Ausstehendes " -"Haben`, fügen Sie diese als Zahlung hinzu. Schließlich registrieren Sie den " -"Restbetrag mit dem Assistenten :guilabel:`Zahlung registrieren`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 msgid "External trade" msgstr "Außenhandel" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:596 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:627 msgid "" "The external trade is a complement to a regular invoice that adds certain " -"values in both the XML and PDF, according to `SAT regulations " -"`_." +"values in both the XML and PDF, to invoices with a foreign customer " +"according to `SAT regulations " +"`_," +" such as:" msgstr "" -"Der externe Handel ist eine Ergänzung zu einer regulären Rechnung, die " -"bestimmte Werte sowohl in der XML- als auch in der PDF-Datei hinzufügt, " -"gemäß den `SAT-Vorschriften " -"`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:600 -msgid "" -"This adds certain mandatory fields to invoices with a foreign customer, such" -" as:" -msgstr "" -"Dies fügt Rechnungen mit einem ausländischen Kunden bestimmte Pflichtfelder " -"hinzu, wie z. B.:" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:602 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:631 msgid "The specific address of the receiver and the sender" msgstr "Die spezifische Adresse des Empfängers und des Absenders" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:603 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:632 msgid "" "The addition of a :guilabel:`Tariff Fraction` that identifies the type of " "product" @@ -30293,15 +30433,13 @@ msgstr "" "Die Hinzufügung eines :guilabel:`Bruchteils eines Tarifs`, das die Art des " "Produkts identifiziert" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 msgid "" "The correct :guilabel:`Incoterm` (International Commercial Terms), among " -"others." +"others (*certificate of origin* and *special units of measure*)." msgstr "" -"Die richtigen :guilabel:`Incoterm` (International Commercial Terms), unter " -"anderem." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:606 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:636 msgid "" "This allows the correct identification of exporters and importers, in " "addition to expanding the description of the merchandise sold." @@ -30309,17 +30447,14 @@ msgstr "" "Dies ermöglicht die korrekte Identifizierung von Exporteuren und Importeuren" " und erweitert die Beschreibung der verkauften Waren erweitert." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:609 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:639 msgid "" -"Since January 1st, 2018, it is a requirement for taxpayers who carry export " -"operations of A1 type. While the current CFDI is 4.0, the external trade is " -"currently on version 1.1" +"Since January 1, 2018, external trade is a requirement for taxpayers, who " +"carry export operations of type A1. While the current CFDI is 4.0, the " +"external trade is currently on version 1.1" msgstr "" -"Seit dem 1. Januar 2018 ist sie für Steuerzahler, die Exportgeschäfte des " -"Typs A1 durchführen, obligatorisch. Während das aktuelle CFDI 4.0 ist, ist " -"der Außenhandel derzeit auf Version 1.1" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:612 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:642 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended` " "and :guilabel:`l10n_mx_edi_extended_40` have to be installed." @@ -30328,66 +30463,51 @@ msgstr "" ":guilabel:`l10n_mx_edi_extended` and :guilabel:`l10n_mx_edi_extended_40` " "installiert sein." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:616 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 msgid "" -"Before installing, make sure first that your business needs to use this " -"feature. Consult your accountant first if needed before doing any " -"modification." +"Before installing, make sure your business needs to use this feature. " +"Consult your accountant first, if needed, before installing any modules." msgstr "" -"Vergewissern Sie sich vor der Installation, dass Ihr Unternehmen diese " -"Funktion benötigt. Wenden Sie sich bei Bedarf zuerst an Ihren Buchhalter, " -"bevor Sie Änderungen vornehmen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:655 msgid "" -"While the CFDI 4.0 requirements ask you to add a valid zip code in your " -"contact, the external trade complement adds as a mandatory field the " -":guilabel:`City` and the :guilabel:`State`. All three fields must coincide " -"with the `Official SAT Catalog `_ or you will receive an " -"error." +"To configure your company contact for external trade, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select your " +":guilabel:`Company`. While the CFDI 4.0 requirements ask you to add a valid " +":guilabel:`ZIP` code in your contact, the external trade complement adds the" +" requirement that your :guilabel:`City` and the :guilabel:`State` must also " +"be valid. All three fields must coincide with the `Official SAT Catalog " +"`_, or you will receive an error." msgstr "" -"Während Sie gemäß der CFDI-4.0-Anforderungen eine gültige Postleitzahl in " -"Ihrem Kontakt angeben müssen, fügt die externe Handelsergänzung als " -"Pflichtfeld :guilabel:`Stadt` und :guilabel:`Staat` hinzu. Alle drei Felder " -"müssen mit dem `Offiziellen-SAT-Katalog `_ übereinstimmen, " -"sonst erhalten Sie einen Fehler." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:630 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 msgid "" -"Add the :guilabel:`City` and :guilabel:`State` in the company's contract, " +"Add the :guilabel:`City` and :guilabel:`State` in the company's *contact*, " "not in the company itself. You can find your company's contact in " -":menuselection:`Accounting --> Customers --> Customers`" +":menuselection:`Accounting --> Customers --> Customers`." msgstr "" -"Fügen Sie die Angaben :guilabel:`Stadt` und :guilabel:`Staat` in den Vertrag" -" des Unternehmens ein, nicht in das Unternehmen selbst. Sie finden den " -"Kontakt Ihres Unternehmns unter :menuselection:`Buchhaltung --> Kunden --> " -"Kunden`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:634 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:666 msgid "" "The fields :guilabel:`Locality` and :guilabel:`Colony Code` are optional and" " can be added in the company directly in :menuselection:`Settings --> " -"General Settings --> Companies`. These two have to coincide with the data in" -" the SAT." +"General Settings --> Companies`. These two fields have to coincide with the " +"data in the |SAT|." msgstr "" -"Die Felder :guilabel:`Ortschaft` und :guilabel:`Koloniecode` sind optional " -"und können direkt im Unternehmen unter :menuselection:`Einstellungen --> " -"Allgemeine Einstellungen --> Unternehmen` hinzugefügt werden. Diese beiden " -"müssen mit den Daten im SAT übereinstimmen." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Optional External Trade Company fields." -msgstr "Optionale Unternehmensfelder für externen Handel." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:641 -msgid "" -"The contact data for the foreign receiving client must have the following " -"fields completed to avoid errors:" +msgid "Optional external trade company fields." msgstr "" -"Die Kontaktdaten für den ausländischen Empfangskunden müssen die folgenden " -"Felder ausfüllen, um Fehler zu vermeiden:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:644 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:674 +msgid "" +"To configure the contact data for a foreign receiving client, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select the " +"foreign client's contact. The contact must have the following fields " +"completed to avoid errors:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:678 msgid "" "The entire company :guilabel:`Address`, including a valid :guilabel:`ZIP` " "code and the foreign :guilabel:`Country`." @@ -30395,7 +30515,7 @@ msgstr "" "Die vollständige :guilabel:`Adresse` des Unternehmens, einschließlich einer " "gültigen :guilabel:`PLZ` und des ausländischen :guilabel:`Land`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:680 msgid "" "The format of the foreign :guilabel:`VAT` (tax identification number, for " "example: Colombia `123456789-1`)" @@ -30403,7 +30523,7 @@ msgstr "" "Das Format der ausländischen :guilabel:`MwSt.` (Steueridentifikationsnummer," " zum Beispiel: Kolumbien `123456789-1`)" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:648 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:682 msgid "" "In the :guilabel:`MX EDI` tab, you need to address if the customer receives " "goods for a period of time temporarily (:guilabel:`Temporary`) or " @@ -30413,38 +30533,32 @@ msgstr "" "einen bestimmten Zeitraum vorübergehend (:guilabel:`Befristet`) oder " "dauerhaft (:guilabel:`Endgültig`) erhält." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:686 msgid "" -"If you create this contact based in another from Mexico, make sure that you " -"delete any information in the field :guilabel:`Fiscal Regime`. Do not use " -":guilabel:`No Tax Breakdown` either." +"If the new contact was created by duplicating another existing contact from " +"Mexico, make sure to delete any carried over information from the " +":guilabel:`Fiscal Regime` field. In addition, do not enable the " +":guilabel:`No Tax Breakdown` option. Selecting this option hides mandatory " +"fields that are required for external trade contact configuration." msgstr "" -"Wenn Sie diesen Kontakt in einem anderen Land als Mexiko anlegen, stellen " -"Sie sicher, dass Sie alle Informationen im Feld :guilabel:`Steuerregelung` " -"löschen. Verwenden Sie auch nicht :guilabel:`Keine Steueraufschlüsselung`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Customer fields." -msgstr "Erforderliche Kundensfelder für externen Handel." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:658 -msgid "" -"In the resulting XML and PDF, the :guilabel:`VAT` is automatically replaced " -"by the generic VAT for abroad transactions: `XEXX010101000`." +msgid "Required external trade customer fields." msgstr "" -"In der resultierenden XML- und PDF-Datei wird die :guilabel:`MwSt.` " -"automatisch durch die generische Mehrwertsteuer für Auslandstransaktionen " -"ersetzt: `XEXX010101000`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:664 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:696 msgid "" -"All products involved with external trade must fill four fields, two of them" -" exclusive to this feature." +"In the resulting XML and PDF files, the :guilabel:`VAT` is automatically " +"replaced by the generic VAT for abroad transactions: `XEXX010101000`." msgstr "" -"Alle Produkte im Zusammenhang mit dem externen Handel müssen vier Felder " -"ausfüllen, von denen zwei ausschließlich für dieses Merkmal gelten." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:667 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:702 +msgid "" +"All products involved with external trade have four fields that are " +"required, two of them exclusive to external trade." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:705 msgid "" "The :guilabel:`Internal Reference` of the product is in the " ":guilabel:`General Information` tab." @@ -30452,11 +30566,11 @@ msgstr "" "Die :guilabel:`Interne Referenz` des Produkts befindet sich im Reiter " ":guilabel:`Allgemeine Informationen`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:668 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 msgid "The :guilabel:`Weight` of the product must be more than `0`." msgstr "Das :guilabel:`Gewicht` des Produkts muss höher als `0` sein." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:669 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:707 msgid "" "The `correct `_" " :guilabel:`Tariff Fraction` of the product in the :guilabel:`Accounting` " @@ -30466,17 +30580,17 @@ msgstr "" " :guilabel:`Bruchteil des Tarifs` des Produkts im Reiter " ":guilabel:`Buchhaltung`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:671 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:709 msgid "" "The :guilabel:`UMT Aduana` corresponds to the :guilabel:`Tariff Fraction`." msgstr "" "Die :guilabel:`UMT Aduana` entspricht dem :guilabel:`Bruchteil des Tarifs`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Product fields." -msgstr "Erforderliche Produktfelder für externen Handel." +msgid "Required external trade product fields." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:677 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:716 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `01`, the correct " ":guilabel:`UMT Aduana` is `kg`." @@ -30484,7 +30598,7 @@ msgstr "" "Wenn die Maßeinheit des :guilabel:`Bruchteils des Tarifs` `01` ist, ist die " "korrekte :guilabel:`UMT Aduana` `kg`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:679 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:718 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `06`, the correct " ":guilabel:`UMT Aduana` is `Units`." @@ -30492,55 +30606,43 @@ msgstr "" "Wenn die Maßeinheit des :guilabel:`Bruchteils des Tarifs` `06` ist, ist die " "korrekte :guilabel:`UMT Aduana` `Einheiten`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:683 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 msgid "Invoicing flow" msgstr "Abrechnungsablauf" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:724 msgid "" "Before creating an invoice, it is important to take into account that " "external trade invoices require to convert the amounts of your product into " -"USD. Therefore, we need to have :doc:`multicurrency enabled " -"` and activate " -"USD in the :guilabel:`Currencies` section. The correct :guilabel:`Service` " -"to run is :guilabel:`Mexican Bank`." +"USD. Therefore, :doc:`multicurrency " +"<../accounting/get_started/multi_currency>` **must** be enabled and *USD* " +"**must** be activated in the :guilabel:`Currencies` section. The correct " +":guilabel:`Service` to run is :guilabel:`Mexican Bank`." msgstr "" -"Bevor Sie eine Rechnung erstellen, müssen Sie berücksichtigen, dass bei " -"externen Handelsrechnungen die Beträge Ihrer Produkte in USD umgerechnet " -"werden müssen. Daher müssen wir :doc:`Mehrere Währungen aktiviert " -"` haben und USD" -" im Abschnitt :guilabel:`Währungen` aktivieren. Der richtige " -":guilabel:`Dienst` ist :guilabel:`Mexikansiche Bank`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 msgid "" -"With the correct exchange rate set up in :menuselection:`Accounting --> " -"Settings --> Currency`, the only fields left are :guilabel:`Incoterm` and " -":guilabel:`Certificate Source` in the :guilabel:`Other Info` tab. The latter" -" is optional." +"Then, with the correct exchange rate set up in :menuselection:`Accounting " +"--> Settings --> Currency`, the only fields left are :guilabel:`Incoterm` " +"and the optional :guilabel:`Certificate Source` in the :guilabel:`Other " +"Info` tab." msgstr "" -"Wenn Sie den richtigen Wechselkurs unter :menuselection:`Buchhaltung --> " -"Einstellungen --> Währung` eingestellt haben, bleiben nur noch die Felder " -":guilabel:`Incoterm` und :guilabel:`Zertifikatsquelle` im Reiter " -":guilabel:`Weitere Informationen` übrig. Letzteres ist optional." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "External Trade Other Info." -msgstr "Weitere Informationen für externen Handel." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:698 -msgid "" -"Sign the invoice with the same process as a regular one: Press the " -":guilabel:`Process Now` button." +msgid "External trade Other Info tab of a product." msgstr "" -"Signieren Sie die Rechnung mit dem gleichen Verfahren wie eine normale " -"Rechnung: Drücken Sie die Schaltfläche :guilabel:`Jetzt verarbeiten`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:701 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:738 +msgid "" +"Finally, sign the invoice with the same process as a regular invoice, and " +"click the :guilabel:`Process Now` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:742 msgid "Delivery guide" msgstr "Frachtbrief" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:703 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:744 msgid "" "A `Carta Porte `_ is a bill of lading: a document that states the type, quantity, " @@ -30550,28 +30652,21 @@ msgstr "" "porte->`_ ist ein Frachtbrief: ein Dokument, das die Art, die Menge und den " "Bestimmungsort der beförderten Waren angibt." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:747 msgid "" "On December 1st, 2021, version 2.0 of this CFDI was implemented for all " "transportation providers, intermediaries, and owners of goods. Odoo is able " -"to generate a document type \"T\" (Traslado) which, unlike other documents, " -"is created in a delivery order instead of an invoice or payment." +"to generate a document type \"T\" (Traslado), which, unlike other documents," +" is created in a delivery order instead of an invoice or payment." msgstr "" -"Am 1. Dezember 2021 wurde die Version 2.0 dieses CFDI für alle " -"Transportdienstleister, Zwischenhändler und Eigentümer von Waren eingeführt." -" Odoo ist in der Lage, eine Belegart „T“ (Traslado) zu generieren, die im " -"Gegensatz zu anderen Belegen in einem Lieferauftrag und nicht in einer " -"Rechnung oder Zahlung erstellt wird." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:710 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 msgid "" -"Odoo can create XML and PDF files with or without ground transport and can " -"process materials that are treated as *Dangerous Hazards*." +"Odoo can create XML and PDF files with (or without) ground transport, and " +"can process materials that are treated as *Dangerous Hazards*." msgstr "" -"Odoo kann XML- und PDF-Dateien mit oder ohne Bodentransport erstellen und " -"kann Materialien verarbeiten, die als *Gefahrengut* behandelt werden." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:713 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended`, " ":guilabel:`l10n_mx_edi_extended_40`, :guilabel:`l10n_mx_edi_stock` and " @@ -30582,60 +30677,45 @@ msgstr "" ":guilabel:`l10n_mx_edi_stock` and :guilabel:`l10n_mx_edi_stock_40` " "installiert sein." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:717 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 msgid "" "In addition to this, it is necessary to have the :doc:`Inventory " -"` and :doc:`Sales " -"` apps configured." +"<../../inventory_and_mrp/inventory>` and :doc:`Sales <../../sales/sales>` " +"apps installed, as well." msgstr "" -"Darüber hinaus müssen Sie die Apps :doc:`Lager " -"` und :doc:`Verkauf " -"` konfiguriert haben." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 msgid "" -"Odoo does not support Carta Porte type \"I\" (Ingreso), air, or marine " -"transport. Consult your accountant first if this feature is needed before " -"doing any modifications." +"Odoo does not support Carta Porte type document type \"I\" (Ingreso), air, " +"or marine transport. Consult your accountant first if this feature is needed" +" before doing any modifications." msgstr "" -"Odoo unterstützt keine Carta Porte Typ „I“ (Ingreso), Luft- oder " -"Seetransport. Wenden Sie sich zuerst an Ihren Buchhalter, wenn Sie diese " -"Funktion benötigen, bevor Sie Änderungen vornehmen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:728 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:768 msgid "Odoo manages two different types of CFDI:" msgstr "Odoo verwaltet zwei Arten von CFDI:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:770 msgid "" -"**No Federal Highways**: It is used when the *Distance to Destination* is " -"`less than 30 KM " +"**No Federal Highways**: Is used when the *Distance to Destination* is `less" +" than 30 KM " "`_." msgstr "" -"**Keine Bundesautobahnen**: Sie wird verwendet, wenn die *Entfernung zum " -"Ziel* `weniger als 30 km " -"" -" beträgt." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:732 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:772 msgid "" -"**Federal Transport**: It is used when the *Distance to Destination* exceeds" -" 30 KM." +"**Federal Transport**: Is used when the *Distance to Destination* exceeds 30" +" KM." msgstr "" -"**Föderaler Transport**: Er wird verwendet, wenn die *Entfernung zum " -"Zielort* mehr als 30 km beträgt." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:734 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:774 msgid "" -"Other than the standard requirements of regular invoicing (The RFC of the " -"customer, the UNSPSC code...), if you are using *No Federal Highways*, no " -"external configuration is needed." +"Other than the standard requirements of regular invoicing (The |RFC| of the " +"customer, the UNSPSC code, etc.), if you are using *No Federal Highways*, no" +" external configuration is needed." msgstr "" -"Abgesehen von den Standardanforderungen der regulären Rechnungsstellung (RFC" -" des Kunden, der UNSPSC-Code ...) ist bei der Verwendung von *keine " -"föderalen Autobahnen* keine externe Konfiguration erforderlich." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:737 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:777 msgid "" "For *Federal Transport*, several configurations have to be added to " "contacts, vehicle setups, and products. Those configurations are added to " @@ -30645,30 +30725,27 @@ msgstr "" "Fahrzeugkonfigurationen und Produkten hinzugefügt werden. Diese " "Konfigurationen werden zu den XML- und PDF-Dateien hinzugefügt." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:781 msgid "Contacts and vehicles" msgstr "Kontakte und Fahrzeuge" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:743 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:783 msgid "" -"Like with the external trade feature, the address in both your company and " -"your final customer has to be complete. The zip code, city, and state must " -"coincide with the `Official SAT Catalog `_" +"Like the external trade feature, the :guilabel:`Address` in both the company" +" and the final customer must be complete. The :guilabel:`ZIP` code, " +":guilabel:`City`, and :guilabel:`State` must coincide with the `Official SAT" +" Catalog for Carta Porte _`." msgstr "" -"Wie bei der Funktion für externen Handel muss die Adresse sowohl in deinem " -"Unternehmen als auch bei deinem Endkunden vollständig sein. Die " -"Postleitzahl, die Stadt und der Bundesstaat müssen mit dem `Offiziellen SAT-" -"Katalog ` übereinstimmen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:748 -msgid "The field :guilabel:`Locality` is optional for both addresses." -msgstr "Das Feld :guilabel:`Lokalität` ist für beide Adressen optional." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:788 +msgid "The field, :guilabel:`Locality`, is optional for both addresses." +msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Contacts." -msgstr "Kontakte auf Frachtbrief" +msgid "Delivery guide contact configuration." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:795 msgid "" "The origin address used for the delivery guide is set in " ":menuselection:`Inventory --> Configuration --> Warehouses Management --> " @@ -30680,7 +30757,7 @@ msgstr "" " eingestellt. Standardmäßig ist dies die Unternehmensadresse, aber du kannst" " sie entsprechend deiner korrekten Lageradresse ändern." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:799 msgid "" "Another addition to this feature is the :guilabel:`Vehicle Setups` menu " "found in :menuselection:`Inventory --> Settings --> Mexico`. This menu lets " @@ -30693,37 +30770,36 @@ msgstr "" "Informationen zu dem Fahrzeug hinzufügen, das Sie für den Lieferauftrag " "benutzen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:803 msgid "All fields are mandatory to create a correct delivery guide." msgstr "" "Alle Felder sind obligatorisch, um einen gültigen Frachtbrief zu erstellen." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:806 +msgid "" +"The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, " +"must contain between 5 to 7 characters." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:809 +msgid "" +"In the :guilabel:`Intermediaries` section, you must add the operator of the " +"vehicle. The only mandatory fields for this contact are the :guilabel:`VAT` " +"and :guilabel:`Operator Licence`." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Vehicle Configurations required fields." +msgid "Delivery guide vehicle configuration." msgstr "" -"Erfoderliche Felder zur Konfiguration des Fahrzeugs auf dem Frachtbrief." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:767 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:819 msgid "" -"In the :guilabel:`Intermediaries` section, you need to add the operator of " -"the vehicle. The only mandatory fields for this contact are the " -":guilabel:`VAT` and :guilabel:`Operator Licence`." -msgstr "" -"Im Abschnitt :guilabel:`Vermittler` müssen Sie den Betreiber des Fahrzeugs " -"hinzufügen. Die einzigen Pflichtfelder für diesen Kontakt sind " -":guilabel:`MwSt.` und :guilabel:`Führerschein`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:773 -msgid "" -"Like with regular invoicing, all products must have a :guilabel:`UNSPSC " +"Similar to regular invoicing, all products must have a :guilabel:`UNSPSC " "category`. In addition to this, there are two extra configurations for " "products involved in delivery guides:" msgstr "" -"Wie bei der regulären Rechnungsstellung müssen alle Produkte eine " -":guilabel:`UNSPSC-Kategorie` haben. Darüber hinaus gibt es zwei zusätzliche " -"Konfigurationen für Produkte, die in Frachtbriefe enthalten sind:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:776 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 msgid "" "The :guilabel:`Product Type` must be set as :guilabel:`Storable Product` for" " stock movements to be created." @@ -30731,56 +30807,51 @@ msgstr "" "Der :guilabel:`Produkttyp` muss :guilabel:`lagerfähiges Produkt` ein, damit " "Lagerbuchungen erstellt werden können." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:778 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 msgid "" "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` should have " -"more than 0." +"more than `0`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +msgid "" +"Creating a delivery guide of a product with the value `0` will trigger an " +"error. As the :guilabel:`Weight` has been already stored in the delivery " +"order, it is needed to return the products, and create the delivery order " +"(and delivery guide) again with the correct amounts." msgstr "" -"im Reiter :guilabel:`Lager` sollte das Feld :guilabel:`Gewicht` mehr als 0 " -"haben." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Product Configurations." -msgstr "Produktkonfigurationen des Frachtbriefs." +msgid "Delivery guide product configuration." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:784 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 msgid "Sales and inventory flow" msgstr "Verkaufs- und Lagerablauf" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:786 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:838 msgid "" "To create a delivery guide, first, you need to create and confirm a sales " -"order. This generates a :guilabel:`Delivery` smart button. Press it and " -":guilabel:`Validate` the transfer." +"order from :menuselection:`Sales --> Sales Order`. This generates a " +":guilabel:`Delivery` smart button. Click it, and :guilabel:`Validate` the " +"transfer." msgstr "" -"Um einen Frachtbrief zu erstellen, müssen Sie zunächst einen Verkaufsauftrag" -" erstellen und bestätigen. Dadurch wird eine intelligente Schaltfläche " -":guilabel:`Lieferung` erzeugt. Drücken Sie darauf und :guilabel:`Validieren`" -" Sie den Transfer." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:789 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 msgid "" -"After the status is set to :guilabel:`Done`, you can edit the transfer and " +"After the status is set to :guilabel:`Done`, you can edit the transfer, and " "select the :guilabel:`Transport Type` (either :guilabel:`No Federal " "Highways` or :guilabel:`Federal Transport`)." msgstr "" -"Nachdem der Status auf :guilabel:`Erledigt` gesetzt wurde, können Sie den " -"Transfer bearbeiten und den :guilabel:`Transporttyp` auswählen (entweder " -":guilabel:`Keine föderalen Autobahnen` oder :guilabel:`Föderaler " -"Transport`)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:793 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:846 msgid "" "If your delivery guide has the type :guilabel:`No Federal Highways`, you can" -" save the transfer and then press :guilabel:`Generate Delivery Guide`. The " +" save the transfer, and then click :guilabel:`Generate Delivery Guide`. The " "resulting XML can be found in the chatter." msgstr "" -"Wenn Ihr Frachtbrief den Typ :guilabel:`Keine föderalen Autobahnen` hat, " -"können Sie den Transfer speichern und dann :guilabel:`Frachtbrief " -"generieren` drücken. Die daraus resultierende XML-Datei finden Sie im " -"Chatter." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:797 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:850 msgid "" "Other than the :guilabel:`UNSPSC` in all products, delivery guides that use " ":guilabel:`No Federal Highways` do not require any special configuration to " @@ -30790,116 +30861,85 @@ msgstr "" "Frachtbriefe, die :guilabel:`Keine föderalen Autobahnen` verwenden, keine " "besondere Konfiguration für den Versand an die Regierung." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:800 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:853 msgid "" -"If your delivery guide has the type :guilabel:`Federal Transport`, the tab " -":guilabel:`MX EDI` appears. In there, write a value in :guilabel:`Distance " -"to Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle " -"Setup` used for this delivery." +"If your delivery guide has the type, :guilabel:`Federal Transport`, the tab " +":guilabel:`MX EDI` appears. There, enter a value in :guilabel:`Distance to " +"Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle Setup` " +"used for this delivery." msgstr "" -"Wenn Ihr Leitfaden für die Lieferung den Typ :guilabel:`Föderaler Transport`" -" hat, erscheint der Reiter :guilabel:`MX EDI`. Geben Sie dort unter " -":guilabel:`Entfernung Bis Zielort (km)` einen Wert höher als `0` ein und " -"wählen Sie das für diese Lieferung verwendete " -":guilabel:`Fahrzeugeinrichtung`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide MX EDI tab configuration." -msgstr "Konfiguration des Reiters MX EDI für Frachtbrief" +msgid "Delivery guide MX EDI tab configuration." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:808 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 msgid "Dangerous hazards" msgstr "Gefahrengüter" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:810 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 msgid "" "Certain values in the :guilabel:`UNSPSC Category` are considered in the " "`official SAT catalog " "`_" -" as dangerous hazards. These categories need additional considerations when " -"creating a delivery guide with :guilabel:`Federal Transport`." +" as *dangerous hazards*. These categories need additional considerations " +"when creating a delivery guide with :guilabel:`Federal Transport`." msgstr "" -"Bestimmte Werte in der :guilabel:`UNSPSC-Kategorie` werden im `offiziellen " -"SAT-Katalog " -"`_" -" als Gefahrengüter angesehen. Diese Kategorien bedürfen zusätzlicher " -"Überlegungen, wenn Sie einen Frachtbrief mit :guilabel:`Föderalem Transport`" -" erstellen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:815 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:869 msgid "" -"In the product, the fields :guilabel:`Hazardous Material Designation Code " -"(MX)` and :guilabel:`Hazardous Packaging (MX)` must be filled with the " -"correct code from the |SAT| catalog." +"First, select your product from :menuselection:`Inventory --> Products --> " +"Products`. Then, in the :guilabel:`Accounting` tab, the fields " +":guilabel:`Hazardous Material Designation Code (MX)` and " +":guilabel:`Hazardous Packaging (MX)` must be filled with the correct code " +"from the |SAT| catalog." msgstr "" -"Im Produkt müssen die Felder :guilabel:`Gefahrgutbezeichnungscode (MX)` und " -":guilabel:`Gefahrgutverpackung (MX)` mit dem richtigen Code aus dem " -"|SAT|-Katalog gefüllt werden." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:818 -msgid "" -"In the vehicle setup, the data from the :guilabel:`Environment Insurer` and " -":guilabel:`Environment Insurance Policy` has to be filed too." -msgstr "" -"In der Fahrzeugeinrichtung müssen auch die Daten des " -":guilabel:`Umweltversicherers` und der :guilabel:`Umweltversicherungspolice`" -" hinterlegt werden." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide environment required fields." -msgstr "Pflichtfelder der Umgebung eines Frachtsbriefs." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 -msgid "" -"After this, continue with the regular process to create a delivery guide." +msgid "Delivery guide hazardous material product required fields." msgstr "" -"Fahren Sie danach mit dem regulären Prozess zur Erstellung eines " -"Frachtbriefs fort." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:877 +msgid "" +"In :menuselection:`Inventory --> Settings --> Mexico --> Vehicle Setup`, the" +" data from the :guilabel:`Environment Insurer` and :guilabel:`Environment " +"Insurance Policy` has to be filed, as well. After this, continue with the " +"regular process to create a delivery guide." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Delivery Guide environment insurer required fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 msgid "Customs numbers" msgstr "Zollnummern" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:829 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:888 msgid "" "A *customs declaration* (Pedimento Aduanero) is a fiscal document that " "certifies that all contributions to the fiscal entity (the |SAT|) has been " -"paid, for the import/export of goods." +"paid for, including the import/export of goods." msgstr "" -"Eine *Zollerklärung* (Pedimento Aduanero) ist ein Steuerdokument, das " -"bescheinigt, dass alle Abgaben an die Steuerbehörde (die |SAT|) für den " -"Import/Export von Waren gezahlt wurden." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:832 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 msgid "" "According to the `Annex 20 " "`_ of CFDI" " 4.0, in documents where the invoiced goods come from a first-hand import " -"operation, the field :guilabel:`Customs Number` needs to be added to all " +"operation, the field, :guilabel:`Customs Number`, needs to be added to all " "lines of products involved with the operation." msgstr "" -"Gemäß `Anhang 20 " -"`_ von " -"CFDI 4.0 muss in Dokumenten, in denen die fakturierten Waren aus einem " -"Importvorgang aus erster Hand stammen, das Feld :guilabel:`Zollnummer` zu " -"allen Zeilen der Produkte hinzugefügt werden, die an dem Vorgang beteiligt " -"sind." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:896 msgid "" -"For this, the module :guilabel:`l10n_mx_edi_landing` has to be installed, in" -" addition to the :doc:`Inventory " -"`, :doc:`Purchase " -"` and :doc:`Sales " -"` apps configured." +"To do so, the module :guilabel:`l10n_mx_edi_landing` must be installed, in " +"addition to the :doc:`Inventory <../../inventory_and_mrp/inventory>`, " +":doc:`Purchase <../../inventory_and_mrp/purchase>` and :doc:`Sales " +"<../../sales/sales>` apps." msgstr "" -"Dazu muss das Modul :guilabel:`l10n_mx_edi_landing` installiert sein, " -"zusätzlich zu den konfigurierten Apps :doc:`Lager " -"`, :doc:`Einkauf " -"` und :doc:`Verkauf " -"`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:901 msgid "" "Do not confuse this feature with external trade. The customs numbers are " "directly related to importing goods, while the external trade complement is " @@ -30912,62 +30952,50 @@ msgstr "" "Wenden Sie sich zuerst an Ihren Buchhalter, wenn Sie diese Funktion " "benötigen, bevor Sie irgendwelche Änderungen vornehmen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:849 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:908 msgid "" "In order to track the correct customs number for a specific invoice, Odoo " "uses :doc:`landed costs " -"`." +"<../../inventory_and_mrp/inventory/management/reporting/integrating_landed_costs>`." " Go to :menuselection:`Inventory --> Configuration --> Settings --> " -"Valuation`. Make sure that :guilabel:`Landed Costs` is activated." +"Valuation`, and make sure that the :guilabel:`Landed Costs` feature is " +"activated." msgstr "" -"Um die richtige Zollnummer für eine bestimmte Rechnung zu ermitteln, " -"verwendet Odoo :doc:`Wareneinstandskosten " -"`." -" Gehen Sie zu :menuselection:`Lager --> Konfiguration --> Einstellungen --> " -"Bewertung`. Stellen Sie sicher, dass :guilabel:`Wareneinstandskosten` " -"aktiviert ist." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:854 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 msgid "" -"First, a *service*-type product called `Pedimento` has to be created. In the" -" :guilabel:`Purchase` tab, check :guilabel:`Is a Landed Cost` and select a " -":guilabel:`Default Split Method`." +"Begin by creating a *service*-type product called, `Pedimento`. In the " +":guilabel:`Purchase` tab, activate :guilabel:`Is a Landed Cost`, and select " +"a :guilabel:`Default Split Method`." msgstr "" -"Zunächst müssen Sie ein Produkt vom Typ *Dienstleistung* mit dem Namen " -"`Pedimento` erstellen. Markieren Sie im Reiter :guilabel:`Einkauf` die " -"Option :guilabel:`Sind Einstandskosten` und wählen Sie eine " -":guilabel:`Standardaufteilungsmethode`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:857 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 msgid "" -"After this, we need to configure the *storable products* that holds the " -"customs numbers. We need to make sure that the product category has the " -"following configuration:" +"Then, configure the *storable products* that hold the customs numbers. To do" +" so, create the storable products, and make sure the :guilabel:`Product " +"Category` has the following configuration." msgstr "" -"Danach müssen wir die *lagerfähigen Produkte* konfigurieren, die die " -"Zollnummern enthalten. Wir müssen dafür sorgen, dass die Produktkategorie " -"die folgende Konfiguration hat:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:860 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 msgid "" ":guilabel:`Costing Method`: Either :guilabel:`FIFO` or :guilabel:`AVCO`" msgstr "" ":guilabel:`Kalkulationsverfahren`: Entweder :guilabel:`FIFO` oder " ":guilabel:`AVCO`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:861 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:920 msgid ":guilabel:`Inventory Valuation`: :guilabel:`Automated`" msgstr ":guilabel:`Bestandsbewertung`: :guilabel:`Automatisiert`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:921 msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventario`" msgstr ":guilabel:`Bestandsbewertungskonto`: :guilabel:`115.01.01 Inventario`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:863 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 msgid ":guilabel:`Stock Journal`: :guilabel:`Inventory Valuation`" msgstr ":guilabel:`Bestandsjournal`: :guilabel:`Lagerbewertung`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:923 msgid "" ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" @@ -30975,7 +31003,7 @@ msgstr "" ":guilabel:`Bestandseingangskonto`: :guilabel:`115.05.01 Mercancías en " "tránsito`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:865 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 msgid "" ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" @@ -30984,37 +31012,39 @@ msgstr "" "tránsito`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Storable products configurations." -msgstr "Konfigurationen für lagerfähige Produkte." +msgid "Storable products general configuration." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:871 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Storable product category configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:935 msgid "Purchase and sales flow" msgstr "Einfluss auf den Verkaufsprozess" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:873 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 msgid "" -"Create a :guilabel:`Purchase Order`, and confirm the order. This should " -"trigger a :guilabel:`Receipt` smart button. Validate the receipt too." +"After you configure your product, follow the standard :doc:`purchase flow " +"<../../inventory_and_mrp/purchase>`." msgstr "" -"Erstellen Sie einen :guilabel:`Einkaufsauftrag`, und bestätigen Sie den " -"Einkaufsauftrag. Dies sollte eine intelligente Schaltfläche " -":guilabel:`Wareneingang` auslösen. Validieren Sie auch den Wareneingang." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs Number Purchase." -msgstr "Zollnummer bei Einkauf." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:879 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:940 msgid "" -"Go to :menuselection:`Inventory --> Operations --> Landed Costs` and create " -"a new record. Add the transfer that you just created, and both the product " -"`Pedimento` and :guilabel:`Customs number`." +"Create a purchase order from :menuselection:`Purchase --> Orders --> " +"Purchase Order`. Then, confirm the order to display a :guilabel:`Receipt` " +"smart button. Click on the :guilabel:`Receipt` smart button to " +":guilabel:`Validate` the receipt." msgstr "" -"Gehen Sie zu :menuselection:`Lager --> Vorgänge --> Einstandskosten` und " -"erstellen Sie einen neuen Datensatz. Fügen Sie den soeben erstellten " -"Transfer sowie das Produkt `Pedimento` und :guilabel:`Zollnummer` hinzu." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:882 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:944 +msgid "" +"Go to :menuselection:`Inventory --> Operations --> Landed Costs`, and create" +" a new record. Add the transfer that you just created, and both: the product" +" `Pedimento` and :guilabel:`Customs number`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 msgid "" "Optionally, you can add a cost amount. After this, validate the landed cost." " Once :guilabel:`Posted`, all products related to that receipt have the " @@ -31025,84 +31055,69 @@ msgstr "" "haben, wurden allen Produkten, die sich auf diesen Wareneingang beziehen, " "die Zollnummer zugewiesen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:951 msgid "" -"You can only add the Pedimentos number once, so be careful when associating " -"the correct number with the transfer(s)." +"You can only add the *Pedimentos* number **once**, so be careful when " +"associating the correct number with the transfer(s)." msgstr "" -"Sie können die Pedimentos-Nummer nur einmal hinzufügen. Seien Sie also " -"vorsichtig, wenn Sie die richtige Nummer mit dem/den Transfer(s) verbinden." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs number Inventory." -msgstr "Zollnummer in Lager." +msgid "Customs number on a landed costs Inventory record." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:958 msgid "" -"Now, create a sales order and confirm it. This should trigger a " +"Now, create a sales order, and confirm it. This should trigger a " ":guilabel:`Delivery` smart button. Validate it." msgstr "" -"Erstellen Sie einen Verkaufsauftrag und bestätigen Sie ihn. Dies sollte eine" -" intelligente Schaltfläche :guilabel:`Lieferung` auslösen. Validieren Sie " -"auch den Wareneingang." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:895 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:961 msgid "" -"Finally, create an invoice from the sales order and confirm it. The invoice " -"line related to your product has a customs number in it." +"Finally, create an invoice from the sales order, and confirm it. The invoice" +" line related to your product has a customs number in it. This number should" +" match the customs number added in the *Landed Costs* record you created " +"earlier." msgstr "" -"Erstellen Sie schließlich eine Rechnung aus dem Verkaufsauftrag und " -"bestätigen Sie diese. Die Rechnungszeile, die sich auf Ihr Produkt bezieht, " -"enthält eine Zollnummer." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Customs number on confirmed sales order product." msgstr "Zollnummer auf bestätigtem Verkaufsauftragsprodukt." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:902 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:970 msgid "Electronic accounting" msgstr "Elektronische Buchhaltung" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:904 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:972 msgid "" "For Mexico, `Electronic Accounting " "`_ refers to the obligation to keep accounting records and " -"entries through electronic means and to enter accounting information on a " -"monthly basis through the SAT's website." +"entries through electronic means, and to enter accounting information on a " +"monthly basis, through the |SAT| website." msgstr "" -"Für Mexiko bezieht sich `Elektronische Buchhaltung " -"`_ auf die Verpflichtung, Buchhaltungsunterlagen und -einträge " -"auf elektronischem Wege zu führen und die Buchhaltungsdaten monatlich über " -"die Website des SATs einzugeben." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:909 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:977 msgid "It consists of three main XML files:" msgstr "Es besteht aus drei XML-Hauptdateien." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:911 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:979 msgid "" "The updated list of the chart of accounts that you are currently using." msgstr "Die aktualisierte Liste des Kontenplans, den Sie derzeit verwenden." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:912 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:980 msgid "" -"A monthly trial balance, plus a closing entry report also known as *Trial " +"A monthly trial balance, plus a closing entry report, also known as: *Trial " "Balance Month 13*." msgstr "" -"Eine monatliche Rohbilanz und ein Abschlussbuchungsbericht auch bekannt als " -"*Rohbilanz 13. Monat*." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 msgid "" -"Either optional or for a compulsory audit, an export of the journal entries " -"in your general ledger." +"Either optional, or for a compulsory audit, an export of the journal entries" +" in your general ledger." msgstr "" -"Entweder optional oder für eine obligatorische Prüfung, ein Export der " -"Journalbuchungen in Ihrem Hauptbuch." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 msgid "" "The resulting XML files follow the requirements of the `Anexo Técnico de " "Contabilidad Electrónica 1.3 " @@ -31112,42 +31127,30 @@ msgstr "" "Técnico de Contabilidad Electrónica 1.3 " "`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:987 msgid "" "In addition to this, you can generate the `DIOT " "`_: A report of vendor's " -"journal entries that involves IVA taxes that can be exported in :file:`.txt`" -" file." +"journal entries that involve IVA taxes that can be exported in a " +":file:`.txt` file." msgstr "" -"Darüber hinaus können Sie den `DIOT-Bericht " -"`_ erstellen: Ein Bericht " -"über die Journalbuchungen des Lieferanten, die IVA-Steuern beinhalten, der " -"in die :file:`.txt`-Datei exportiert werden kann." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:992 msgid "" "In order to use these reports, the modules :guilabel:`l10n_mx_reports`, " ":guilabel:`l10n_mx_reports_closing`, :guilabel:`l10n_mx_xml_polizas` and " ":guilabel:`l10n_mx_xml_polizas_edi` have to be installed, as well as the " -":doc:`Accounting `." +":doc:`Accounting <../accounting/get_started>`." msgstr "" -"Um diese Bericht nutzen zu können, müssen die Module " -":guilabel:`l10n_mx_reports`, :guilabel:`l10n_mx_reports_closing`, " -":guilabel:`l10n_mx_xml_polizas` und :guilabel:`l10n_mx_xml_polizas_edi` " -"installiert sein sowie Odoo :doc:`Buchhaltung " -"`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:929 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 msgid "" -"You can find all of those reports in :menuselection:`Accounting --> " -"Reporting --> Mexico`." +"You can find the *Chart of accounts*, *Trial Balance Month 13*, and *DIOT* " +"reports in :menuselection:`Accounting --> Reporting --> Mexico`." msgstr "" -"Sie finden alle diese Berichte unter :menuselection:`Buchhaltung --> " -"Berichtswesen --> Mexiko`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 msgid "" "The specific characteristics and obligations of the reports that you send " "might change according to your fiscal regime. Always contact your accountant" @@ -31157,56 +31160,39 @@ msgstr "" "können sich je nach Ihrem Steuersystem ändern. Wenden Sie sich immer an " "Ihren Buchhalter, bevor Sie Dokumente an die Regierung schicken." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 -msgid "Catálogo de cuentas (chart of accounts)" -msgstr "Catálogo de cuentas (Kontenplan)" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:939 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 msgid "" -"The :doc:`chart of accounts " -"` in México " -"follows a specific pattern based in SAT's `Código agrupador de cuentas " +"The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` " +"in México follows a specific pattern based on |SAT|'s' `Código agrupador de " +"cuentas " "`_." msgstr "" -"Der :doc:`Kontenplan " -"` in Mexiko " -"folgt einem bestimmten Muster, das auf dem `Código agrupador de cuentas " -"`_" -" vom SAT basiert." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:943 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1014 msgid "" -"You can create any account as long as it respects |SAT|'s encoding group, " -"This pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." +"You can create any account, as long as it respects |SAT|'s encoding group: " +"the pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." msgstr "" -"Sie können ein beliebiges Konto erstellen, solange es der Codierungsgruppe " -"vom |SAT| entspricht. Dieses Muster lautet `NNN.YY.ZZ` oder `NNN.YY.ZZZ`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 msgid "Some examples are `102.01.99` or `401.01.001`." msgstr "Beispiele sind `102.01.99` oder `401.01.001`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:949 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1020 msgid "" -"When you create a new account in :menuselection:`Accounting --> " -"Configuration --> Chart of Accounts`, if you follow this pattern, you get " -"the correct grouping code in :guilabel:`Tags`, and your account appears in " -"the COA report." +"When a new account is created in :menuselection:`Accounting --> " +"Configuration --> Chart of Accounts`, with the |SAT| encoding group pattern," +" the correct grouping code appears in :guilabel:`Tags`, and your account " +"appears in the *COA* report." msgstr "" -"Wenn Sie unter :menuselection:`Buchhaltung --> Konfiguration --> Kontenplan`" -" ein neues Konto erstellen, erhalten Sie, wenn Sie diesem Muster folgen, den" -" richtigen Gruppierungscode in :guilabel:`Stichwörtern`, und Ihr Konto " -"erscheint im Kontenplan." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:953 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 msgid "" -"Once you created all your accounts, and made sure that you put the correct " -":guilabel:`Tags` in them." +"Once you create all your accounts, make sure the correct :guilabel:`Tags` " +"are added." msgstr "" -"Nachdem Sie alle Ihre Konten erstellt und sichergestellt haben, dass Sie die" -" richtigen :guilabel:`Stichwörter` in diese Konten eingegeben haben." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:956 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1027 msgid "" "You cannot use any pattern that ends a section with a 0 (such as " "`100.01.01`, `301.00.003` or `604.77.00`). This triggers errors in the " @@ -31216,48 +31202,38 @@ msgstr "" "abschließen (wie `100.01.01`, `301.00.003` oder `604.77.00`). Dies führt zu " "Fehlern in dem Bericht." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:959 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1030 msgid "" -"Once all is set up, you can go to :menuselection:`Accounting --> Reporting " -"--> Mexico --> COA` and press the button :guilabel:`SAT (XML)`." +"Once everything is set up, you can go to :menuselection:`Accounting --> " +"Reporting --> Mexico --> COA`, and click the :guilabel:`SAT (XML)` button to" +" generate an XML file containing all of your accounts, which will be ready " +"to upload to the |SAT| website." msgstr "" -"Wenn alles eingerichtet ist, können Sie zu :menuselection:`Buchhaltung --> " -"Berichtswesen --> Mexiko --> Kontenplan` gehen und auf die Schaltfläche " -":guilabel:`SAT (XML)` drücken." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:963 -msgid "Balanza de comprobación (trial balance)" -msgstr "Balanza de comprobación (Rohbilanz" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:965 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 msgid "" "The trial balance reports the initial balance, credit, and total balance of " -"your accounts, provided that you added their correct encoding group." +"your accounts, provided that you added their correct :ref:`encoding group " +"`." msgstr "" -"Die Rohbilanz enthält den Anfangssaldo, das Haben und den Gesamtsaldo Ihrer " -"Konten, vorausgesetzt, Sie haben die richtige Codierungsgruppe hinzugefügt." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:968 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1040 msgid "" -"This report can be generated monthly, and an XML file version is created if " -"you go to :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance` and press the button :guilabel:`SAT (XML)`. Select the month you " -"want to download beforehand." +"This report can be generated monthly, and a corresponding XML file is " +"created, if you go to :menuselection:`Accounting --> Reporting --> Mexico " +"--> Trial Balance`, and click the :guilabel:`SAT (XML)` button. Select the " +"month you want to download beforehand." msgstr "" -"Dieser Bericht kann monatlich erstellt werden, und eine XML-Dateiversion " -"wird erstellt, wenn Sie zu :menuselection:`Buchhaltung --> Berichtswesen -->" -" Mexiko --> Rohbilanz` gehen und auf die Schaltfläche :guilabel:`SAT (XML)` " -"klicken. Wählen Sie vorher den Monat aus, den Sie herunterladen möchten." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Report." -msgstr "Rohbilanz." +msgid "Trial balance report." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:976 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1049 msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." msgstr "Odoo generiert nicht die *Balanza de Comprobación Complementaria*." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:978 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1051 msgid "" "An additional report is the *Month 13*: a closing balance sheet that shows " "any adjustments or movements made in the accounting to close the year." @@ -31265,99 +31241,80 @@ msgstr "" "Ein zusätzlicher Bericht ist der *Monat 13*: eine Abschlussbilanz, die alle " "Berichtigungen oder Buchungen in der Buchhaltung zum Jahresende aufzeigt." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1054 msgid "" -"In order to be able to generate this XML document, you have to go to " -":menuselection:`Accounting --> Accounting --> Miscellaneous --> Journal " -"Entries` and create a new document. Here, you can add all amounts that you " -"want to modify, and you can balance the debit and/or credit of each one." +"To generate this XML document, navigate to :menuselection:`Accounting --> " +"Accounting --> Miscellaneous --> Journal Entries`, and create a new " +"document. Here, add all amounts to modify, and balance the debit and/or " +"credit of each one." msgstr "" -"Um dieses XML-Dokument erstellen zu können, müssen Sie zu " -":menuselection:`Buchhaltung --> Buchhaltung --> Sonstiges --> " -"Journalbuchungen` gehen und ein neues Dokument erstellen. Hier können Sie " -"alle Beträge hinzufügen, die Sie ändern möchten, und Sie können die Soll- " -"und/oder Habenbeträge jedes Betrags ausgleichen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:985 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1058 msgid "" -"After this is done, press :guilabel:`Mark as Closing Entry`, and the report " +"After this is done, click :guilabel:`Mark as Closing Entry`, and the report " "found in :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance Month 13` contains the total amount of the year, plus all the " +"Balance Month 13`, contains the total amount of the year, plus all the " "additions of the journal entry." msgstr "" -"Klicken Sie danach auf :guilabel:`Als Abschlussbuchung markieren` und der " -"Bericht, den Sie unter :menuselection:`Buchhaltung --> Berichtswesen --> " -"Mexiko --> Rohbilanz Monat 13` finden, enthält den Gesamtbetrag des Jahres, " -"plus alle Additionen der Journalbuchung." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:989 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1062 msgid "" -"You can generate the XML file by pressing the button :guilabel:`SAT (XML)`." +"The XML file is generated by pressing the :guilabel:`SAT (XML)` button." msgstr "" -"Sie können die XML-Datei generieren, indem Sie auf die Schaltfläche " -":guilabel:`SAT (XML)` klicken." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Month 13 Setup." -msgstr "Einrichtung der Rohbilanz Monat 13." +msgid "Trial Balance Month 13 setup." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:995 -msgid "Pólizas (general ledger)" -msgstr "Pólizas (Hauptbuch)" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Trial Balance Month 13 report." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1075 msgid "" -"By law, all transactions in Mexico must be recorded digitally. Because Odoo " +"By law, all transactions in Mexico must be recorded digitally. Since Odoo " "automatically creates all the underlying journal entries of your invoicing " -"and payments, you can export your journal entries to comply with SAT's " -"audits or tax refunds." +"and payments, you can export your journal entries to comply with |SAT|'s " +"audits and/or tax refunds." msgstr "" -"Laut Gesetz müssen alle Transaktionen in Mexiko digital erfasst werden. Da " -"Odoo automatisch alle zugrundeliegenden Journalbuchungen für Ihre Rechnungen" -" und Zahlungen erstellt, können Sie Ihre Journalbuchungen exportieren, um " -"Prüfungen der SAT oder Steuerrückzahlungen zu erfüllen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1080 msgid "" -"This XML file is created in :menuselection:`Accounting --> Reporting --> " -"Audit Reports --> General Ledger`." +"You can filter by period, or by journal, according to your current needs." msgstr "" -"Diese XML-Datei wird in :menuselection:`Buchhaltung --> Berichtswesen --> " -"Prüfberichte --> Hauptbuch`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1005 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 msgid "" -"You can filter by period or by journal, according to your current needs." +"To create the XML, go to :menuselection:`Accounting --> Reporting --> Audit " +"Reports --> General Ledger`, and click :guilabel:`XML (Polizas)`. Here, you " +"can select between four types of :guilabel:`Export` types:" msgstr "" -"Sie können nach Zeitraum oder nach Zeitschrift filtern, je nach Ihrem " -"aktuellen Bedarf." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1007 -msgid "" -"After you press :guilabel:`XML (Polizas)`, a wizard appears. In here, you " -"can select between four types of :guilabel:`Export type`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1086 +msgid ":guilabel:`Tax audit`" msgstr "" -"Wenn Sie auf :guilabel:`XML (Polizas)` klicken, erscheint ein Assistent. " -"Hier können Sie zwischen vier Arten von :guilabel:`Exporttypen` wählen." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1087 +msgid ":guilabel:`Audit certification`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1088 +msgid ":guilabel:`Return of goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1089 +msgid ":guilabel:`Compensation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1091 msgid "" -"For :guilabel:`Tax audit` or :guilabel:`Audit certification`, you need to " -"write the :guilabel:`Order Number` provided by the |SAT| for " -":guilabel:`Return of goods` or :guilabel:`Compensation`, you need to write " +"For :guilabel:`Tax audit`, or :guilabel:`Audit certification`, you need to " +"write the :guilabel:`Order Number` provided by the |SAT|. For " +":guilabel:`Return of goods`, or :guilabel:`Compensation`, you need to write " "your :guilabel:`Process Number`, also provided by the |SAT|." msgstr "" -"Für :guilabel:`Steuerprüfung` oder :guilabel:`Prüfungsbescheinigung` müssen " -"Sie die :guilabel:`Auftragsnummer` angeben, die Sie vom |SAT| erhalten " -"haben. Für :guilabel:`Warenrückgabe` oder :guilabel:`Vergütung` müssen Sie " -"Ihre :guilabel:`Vorgangsnummer` angeben, die Sie ebenfalls vom |SAT| " -"erhalten haben." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Types of Polizas." -msgstr "Arten von Polizas." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1097 msgid "" "If you want to see this report without sending it, use `ABC6987654/99` for " ":guilabel:`Order Number` and `AB123451234512` for :guilabel:`Process " @@ -31367,78 +31324,61 @@ msgstr "" "`ABC6987654/99` für :guilabel:`Auftragsnummer` und `AB123451234512` für " ":guilabel:`Prozessnummer`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1022 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1101 msgid "DIOT report" msgstr "DIOT-Bericht" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1103 msgid "" "The DIOT (Declaración Informativa de Operaciones con Terceros / *Informative" " Declaration of Operations with Third Parties*) is an additional obligation " -"with the |SAT|, where we give the current status of our creditable and non-" -"creditable payments, withholdings and refunds of VAT from your vendor bills." +"with the |SAT|, where the current status of creditable and non-creditable " +"payments, withholdings, and refunds of VAT from your vendor bills, are " +"provided to the |SAT|." msgstr "" -"Die DIOT (Declaración Informativa de Operaciones con Terceros / *Informative" -" Erklärung über Geschäfte mit Dritten*) ist eine zusätzliche Verpflichtung " -"mit dem |SAT|, in der wir den aktuellen Stand unserer anrechenbaren und " -"nicht anrechenbaren Zahlungen, Einbehalte und Rückerstattungen der " -"Mehrwertsteuer aus Ihren Lieferantenrechnungen angeben." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1029 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1108 msgid "" -"Unlike other reports, this is uploaded to a software provided by the |SAT| " -"that contains the A-29 form. In Odoo, you can download the records of your " -"transactions in a :file:`.txt` file that you can upload to the form, " +"Unlike other reports, the |DIOT| is uploaded to a software provided by the " +"|SAT| that contains the A-29 form. In Odoo, you can download the records of " +"your transactions as a :file:`.txt` file that can be uploaded to the form, " "avoiding direct capture of this data." msgstr "" -"Im Gegensatz zu anderen Berichten wird dieser in eine vom |SAT| " -"bereitgestellte Software hochgeladen, die das Formular A-29 enthält. In Odoo" -" können Sie die Datensätze Ihrer Transaktionen in einer :file:`.txt`-Datei " -"herunterladen, die Sie in das Formular hochladen können, um eine direkte " -"Erfassung dieser Daten zu vermeiden." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1033 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1112 msgid "" -"This file contains the total amount of your payments registered in vendor " -"bills, broken down into the corresponding types of IVA. The :guilabel:`VAT` " -"and :guilabel:`Country` is mandatory for all vendors." +"The transactions file contains the total amount of your payments registered " +"in vendor bills, broken down into the corresponding types of IVA. The " +":guilabel:`VAT` and :guilabel:`Country` is mandatory for all vendors." msgstr "" -"Diese Datei enthält den Gesamtbetrag Ihrer in den Lieferantenrechnungen " -"registrierten Zahlungen, aufgeschlüsselt nach den entsprechenden Arten von " -"IVA. Die Angaben :guilabel:`MwSt.` und :guilabel:`Land` sind für alle " -"Lieferanten obligatorisch." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1116 msgid "" -"To get the report, go to :menuselection:`Accounting --> Reports --> Mexico " -"--> Transactions with third parties [DIOT]`. Select the month that suits " -"you, and press :guilabel:`DIOT (TXT)` to download the :file:`.txt` file." +"To get the |DIOT| report, go to :menuselection:`Accounting --> Reports --> " +"Mexico --> Transactions with third parties [DIOT]`. Select the month that " +"suits you, and click :guilabel:`DIOT (TXT)` to download the :file:`.txt` " +"file." msgstr "" -"Um den Bericht zu erhalten, gehen Sie zu :menuselection:`Buchhaltung --> " -"Berichtswesen --> Mexiko --> Transaktionen mit Dritten [DIOT]`. Wählen Sie " -"den zutreffenden Monat aus und klicken Sie auf :guilabel:`DIOT (TXT)`, um " -"die :file:`.txt`-Datei herunterzuladen." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example." -msgstr "DIOT-Beispiel." +msgid "A Vendor Bill that is In Payment." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1045 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "DIOT (TXT) download button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1129 msgid "" -"You need to fill the field :guilabel:`L10N Mx Type of Operation` in the " +"You need to fill the field, :guilabel:`L10N Mx Type of Operation`, in the " ":guilabel:`Accounting` tab of each one of your vendors to prevent validation" " errors. Make sure that your foreign customers have their country set up for" " :guilabel:`L10N Mx Nationality` to appear automatically." msgstr "" -"Sie müssen das Feld :guilabel:`Vorgangsart L10N Mx` im Reiter " -":guilabel:`Buchhaltung` für jeden Ihrer Lieferanten ausfüllen, um " -"Validierungsfehler zu vermeiden. Vergewissern Sie sich, dass das Land Ihrer " -"ausländischen Kunden so eingestellt ist, dass :guilabel:`Nationalität L10N " -"Mx` automatisch erscheint." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example contact." -msgstr "DIOT-Beispiel in Kontakt." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:0 +msgid "DIOT information on a vendor contact." +msgstr "" #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:3 msgid "Netherlands" @@ -34798,7 +34738,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 #: ../../content/applications/finance/payment_acquirers/ogone.rst:9 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:93 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:98 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 msgid ":ref:`payment_acquirers/add_new`" @@ -34810,7 +34750,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:51 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:162 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:167 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 #: ../../content/applications/finance/payment_acquirers/stripe.rst:133 msgid ":doc:`../payment_acquirers`" @@ -35998,7 +35938,7 @@ msgstr "" "werden soll usw." #: ../../content/applications/finance/payment_acquirers/ogone.rst:99 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:95 msgid "Settings in Odoo" msgstr "Einstellungen in Odoo" @@ -36032,10 +35972,19 @@ msgid "" msgstr "" #: ../../content/applications/finance/payment_acquirers/paypal.rst:9 +msgid "" +"While PayPal is available in `over 200 countries/regions " +"`_, only `a selection " +"of currencies are supported " +"`_." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/paypal.rst:14 msgid "Settings in PayPal" msgstr "Einstellungen in PayPal" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:16 msgid "" "To access your PayPal account settings, log into PayPal, open the " ":guilabel:`Account Settings`, and open the :guilabel:`Website payments` " @@ -36049,7 +35998,7 @@ msgstr "" msgid "PayPal account menu" msgstr "PayPal-Kontomenü" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:19 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:24 msgid "" "Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return " "`, :ref:`PDT `, and :ref:`IPN ` " @@ -36060,11 +36009,11 @@ msgstr "" ":ref:`Sofortige Zahlungsbestätigung ` **alle** aktiviert sein " "müssen, damit PayPal **in Odoo** funktioniert." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:25 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:30 msgid "Auto Return" msgstr "Automatische Rückleitung" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:27 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:32 msgid "" "The **Auto Return** feature automatically redirects customers to Odoo once " "the payment is processed." @@ -36072,7 +36021,7 @@ msgstr "" "Die Funktion **Automatische Rückleitung** leitet Kunden sofort an Odoo um, " "sobald die Zahlung verarbeitet wurde." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:29 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:34 msgid "" "From :guilabel:`Website payments`, go to :menuselection:`Website preferences" " --> Update --> Auto return for website payments --> Auto return` and select" @@ -36087,7 +36036,7 @@ msgstr "" "`https://yourcompany.odoo.com`) in das Feld :guilabel:`Rückleitungs-URL` " "ein, und :guilabel:`Speichern` Sie." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:35 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 msgid "" "Any URL does the job. Odoo only needs the setting to be enabled since it " "uses another URL." @@ -36095,11 +36044,11 @@ msgstr "" "Jede URL erfüllt den Zweck. In Odoo muss die Einstellung nur aktiviert sein," " da es eine andere URL verwendet." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:45 msgid "Payment Data Transfer (PDT)" msgstr "Übertragung der Zahlungsdaten" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:42 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 msgid "" ":abbr:`PDT (Payment Data Transfer)` allows to receive payment confirmations," " displays the payment status to the customers, and verifies the authenticity" @@ -36112,7 +36061,7 @@ msgstr "" "Einstellungen --> Aktualisierung` nach unten zu :guilabel:`Übertragung der " "Zahlungsdaten` und wählen Sie :guilabel:`Ein`." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:52 msgid "" "PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return " "` and :ref:`Payment Data Transfer (PDT) ` " @@ -36126,11 +36075,11 @@ msgstr "" "deaktivieren Sie :guilabel:`Übertragung der Zahlungsdaten` und aktivieren " "Sie es wieder, um das Token wieder anzuzeigen." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:54 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:59 msgid "Instant Payment Notification (IPN)" msgstr "Sofortige Zahlungsbestätigung" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:56 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:61 msgid "" ":abbr:`IPN (Instant Payment Notifications)` is similar to **PDT**, but " "allows for more notifications, such as chargeback notifications. To enable " @@ -36148,11 +36097,11 @@ msgstr "" "wählen Sie :guilabel:`Sofortige Zahlungsbestätigung erhalten (aktiviert)`, " "und :guilabel:`Speichern` Sie." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:63 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:68 msgid "PayPal Account Optional" msgstr "PayPal-Konto optional" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:65 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:70 msgid "" "We advise not to prompt customers to log in with a PayPal account upon " "payment. It is better and more accessible for customers to pay with a " @@ -36167,11 +36116,11 @@ msgstr "" "Websitezahlungen --> Aktualisieren` und wählen Sie :guilabel:`Ein` für " ":guilabel:`PayPal-Konto nicht erforderlich`." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:71 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:76 msgid "Payment Messages Format" msgstr "Format der Zahlungsreferenz" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:73 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:78 msgid "" "If you use accented characters (or anything other than primary Latin " "characters) for customer names or addresses, then you **must** configure the" @@ -36183,7 +36132,7 @@ msgstr "" " von Odoo an PayPal gesendeten Zahlungsanforderung konfigurieren. Wenn Sie " "dies nicht tun, schlagen einige Transaktionen ohne Vorwarnung fehl." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:77 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 msgid "" "To do so, go to `your production account `_. Then, click " @@ -36195,7 +36144,7 @@ msgstr "" "auf :guilabel:`Weitere Optionen` und setzen Sie die beiden " "Standardcodierungsformate auf :guilabel:`UTF-8`." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:87 msgid "" "For Encrypted Website Payments & EWP_SETTINGS error, please check the " "`Paypal documentation `_." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:85 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 msgid "" "Configure your :ref:`Paypal Sandbox account `, then follow " "this `link `_, um das " "Codierungsformat in einer Testumgebung zu konfigurieren." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:96 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:101 msgid "Credentials" msgstr "Anmeldedaten" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:98 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:103 msgid "" "Odoo needs your **API Credentials** to connect with your PayPal account. To " "do so, go to :menuselection:`Accounting --> Configuration --> Payment " @@ -36231,11 +36180,11 @@ msgid "" "credentials in the :guilabel:`Credentials` tab:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:102 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 msgid ":guilabel:`Email`: the login email address in Paypal;" msgstr ":guilabel:`E-Mail`: die Anmelde-E-Mail-Adresse in Paypal;" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:103 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:108 msgid "" ":guilabel:`PDT Identity Token`: the key used to verify the authenticity of " "transactions;" @@ -36243,17 +36192,17 @@ msgstr "" ":guilabel:`PDT-Identitätstoken`: der Schlüssel zur Verifizierunf der " "Echtheit der Transaktionen;" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:104 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 msgid ":guilabel:`Use IPN`: enable for PayPal to work properly in Odoo." msgstr "" ":guilabel:`IPN verwenden`: aktivieren Sie diese Funktion, damit PayPal " "ordnungsgemäß mit Odoo funktioniert." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:112 msgid "Save the :guilabel:`PDT Identity Token` for later use." msgstr "Speichern Sie das :guilabel:`PDT-Identitätstoken` für später." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:114 msgid "" "To set the :guilabel:`PDT Identity Token`, switch to :ref:`developer mode " "` and retrieve the token by following the configuration " @@ -36263,11 +36212,11 @@ msgstr "" ":ref:`Entwicklermodus` und rufen das Token ab, indem Sie den " "Konfigurationsschritten unter :ref:`paypal/pdt` folgen." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:113 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:118 msgid "The PayPal **Merchant ID** is not required in Odoo." msgstr "Die **Verkäufer-ID** von PayPal ist in Odoo nicht erforderlich." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:115 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 msgid "" "If you are trying PayPal as a test, using a :ref:`PayPal Sandbox account " "`, change the :guilabel:`State` to :guilabel:`Test Mode`. We" @@ -36279,25 +36228,25 @@ msgstr "" " in :guilabel:`Testmodus`. Wir empfehlen, dies in einer Odoo-Testdatenbank " "und nicht in Ihrer Hauptdatenbank zu tun." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:125 msgid "Extra fees" msgstr "Zusatzgebühren" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:122 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:127 msgid "" "You can charge **extra fees** to customers choosing to pay with PayPal in " "order to cover the transaction fees PayPal charges you. Once redirected to " "Paypal, your customer sees an extra amount applied to the order amount." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:126 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 msgid "" "To activate this option, go to :menuselection:`Accounting --> Configuration " "--> Payment Acquirers` and select :guilabel:`PayPal`. Then, go to the " ":guilabel:`Fees` tab and tick the :guilabel:`Add Extra Fees` box." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:136 msgid "" "You can refer to `Paypal Fees `_ to set up fees." @@ -36306,7 +36255,7 @@ msgstr "" "`_ nachlesen, wie Sie " "Gebühren einrichten können." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:133 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:138 msgid "" "`Traders in the EU " "`_ dürfen keine zusätzlichen Gebühren für die Zahlung " "mit Kreditkarten verlangen." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:138 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:143 msgid "Test environment" msgstr "Testumgebung" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:143 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:148 msgid "" "Thanks to PayPal sandbox accounts, you can test the entire payment flow in " "Odoo." @@ -36330,7 +36279,7 @@ msgstr "" "Dank der PayPal-Sandbox-Konten können Sie den gesamten Zahlungsablauf in " "Odoo testen." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:145 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:150 msgid "" "Log into the `Paypal Developer Site `_ using " "your PayPal credentials, which creates two sandbox accounts:" @@ -36339,7 +36288,7 @@ msgstr "" " `_ an, wodurch zwei Sandbox-Konten erstellt " "werden:" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:148 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 msgid "" "A business account (to use as merchants, e.g., " "`pp.merch01-facilitator@example.com " @@ -36349,7 +36298,7 @@ msgstr "" "`pp.merch01-facilitator@example.com " "`_);" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:150 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:155 msgid "" "A default personal account (to use as shoppers, e.g., " "`pp.merch01-buyer@example.com `_)." @@ -36357,7 +36306,7 @@ msgstr "" "Ein standardmäßiges Privatkonto (zur Verwendung als Einkäufer, z. B. " "`pp.merch01-buyer@example.com `_)." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:158 msgid "" "Log into PayPal sandbox using the merchant account and follow the same " "configuration instructions. Enter your sandbox credentials in Odoo " @@ -36367,7 +36316,7 @@ msgid "" "rather than your main database." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:159 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:164 msgid "Run a test transaction from Odoo using the sandbox personal account." msgstr "" "Führen Sie über das Sandbox-Privatkonto eine Testtransaktion aus Odoo durch." diff --git a/locale/de/LC_MESSAGES/general.po b/locale/de/LC_MESSAGES/general.po index babcea355..df15544f3 100644 --- a/locale/de/LC_MESSAGES/general.po +++ b/locale/de/LC_MESSAGES/general.po @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" "Last-Translator: Larissa Manderfeld, 2023\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -5310,11 +5310,8 @@ msgstr "In-App-Käufe (In-App Purchase, IAP)" msgid "" "In-App Purchases (IAP) gives access to additional services through Odoo. For" " instance, it allows you to send SMS Text Messages or to send Invoices by " -"post directly from my database." +"post directly from your database." msgstr "" -"In-App-Käufe (IAP) ermöglichen den Zugriff auf zusätzliche Dienste in Odoo. " -"So können Sie beispielsweise SMS-Nachrichten versenden oder Rechnungen " -"direkt aus meiner Datenbank per Post verschicken." #: ../../content/applications/general/in_app_purchase.rst:9 msgid "Buying Credits" @@ -5323,21 +5320,15 @@ msgstr "Guthaben kaufen" #: ../../content/applications/general/in_app_purchase.rst:11 msgid "" "Each IAP Service relies on prepaid credits to work and has its own pricing. " -"To consult my current balance or to recharge my account, go to " +"To consult your current balance or to recharge your account, go to " ":menuselection:`Settings --> Odoo IAP --> View my Services`." msgstr "" -"Jeder IAP-Service funktioniert nur mit im Voraus bezahltem Guthaben und hat " -"seine eigenen Preise. Um mein aktuelles Guthaben abzufragen oder mein Konto " -"aufzuladen, gehen Sie zu :menuselection:`Einstellungen --> Odoo IAP --> " -"Meine Services anzeigen`." #: ../../content/applications/general/in_app_purchase.rst:19 msgid "" -"If I am on Odoo Online and have the Enterprise version, I benefit from free " -"credits to test our IAP features." +"If you are on Odoo Online and have the Enterprise version, you benefit from " +"free credits to test our IAP features." msgstr "" -"Wenn ich mit Odoo Online arbeite und die Enterprise-Version haben, " -"profitiere ich von kostenlosem Guthaben, um unsere IAP-Funktionen zu testen." #: ../../content/applications/general/in_app_purchase.rst:23 msgid "IAP accounts" @@ -5369,16 +5360,11 @@ msgstr "IAP-Portal" #: ../../content/applications/general/in_app_purchase.rst:40 msgid "" -"The IAP Portal is a platform regrouping my IAP Services. It is accessible " +"The IAP Portal is a platform regrouping your IAP Services. It is accessible " "from :menuselection:`Settings app --> Odoo IAP --> View my Services`. From " -"there, I can view my current balance, recharge my credits, review my " -"consumption and set a reminder to when credits are low." +"there, you can view your current balance, recharge your credits and set a " +"reminder when your balance falls below a threshold." msgstr "" -"Das IAP-Portal ist eine Plattform, die meine IAP-Services zusammenfasst. Es " -"ist zugänglich über :menuselection:`Einstellungen --> Odoo IAP --> Meine " -"Services anzeigen`. Von dort aus kann ich mein aktuelles Guthaben einsehen, " -"mein Guthaben aufladen, meinen Verbrauch überprüfen und eine Erinnerung " -"einstellen, wenn das Guthaben zur Neige geht." #: ../../content/applications/general/in_app_purchase.rst:48 msgid "Get notified when credits are low" @@ -5386,64 +5372,13 @@ msgstr "Benachrichtigt werden, wenn das Guthaben zur Neige geht" #: ../../content/applications/general/in_app_purchase.rst:50 msgid "" -"To be notified when it’s time to recharge my credits, I’ll go to my IAP " -"Portal through :menuselection:`Settings app --> Odoo IAP --> View my " -"Services`, unfold a service and mark the Receive threshold warning option. " -"Then, I’ll provide a minimum amount of credits and email addresses. Now, " -"every time that the limit is reached, an automatic reminder will be sent to " -"by email!" +"To be notified when it’s time to recharge your credits, you can go to your " +"IAP Portal through :menuselection:`Settings app --> Odoo IAP --> View my " +"Services`, unfold a service and check the Receive threshold warning option. " +"Then, you can provide a minimum amount of credits and email addresses. Now, " +"every time that the limit is reached, an automatic reminder will be sent by " +"email!" msgstr "" -"Um benachrichtigt zu werden, wenn es Zeit ist, mein Guthaben aufzuladen, " -"gehe ich zu meinem IAP-Portal über :menuselection:`Einstellungen --> Odoo " -"IAP --> Meine Services ansehen`, klappe einen Service auf und markiere die " -"Option Schwellenwertwarnung erhalten. Dann gebe ich einen Mindestbetrag an " -"Guthaben und E-Mail-Adressen an. Jetzt wird jedes Mal, wenn der Grenzwert " -"erreicht wird, eine automatische Erinnerung per E-Mail verschickt!" - -#: ../../content/applications/general/in_app_purchase.rst:60 -msgid "IAP services available" -msgstr "IAP-Services verfügbar" - -#: ../../content/applications/general/in_app_purchase.rst:62 -msgid "" -"Different services are available depending on the hosting type of your " -"Database:" -msgstr "" -"Je nach Hostingtyp Ihrer Datenbank sind unterschiedliche Services verfügbar:" - -#: ../../content/applications/general/in_app_purchase.rst:64 -msgid "" -"*Odoo Online*: only the IAP services provided by Odoo can be used (i.e. the " -"SMS, Snailmail, Reveal and Partner Autocomplete features);" -msgstr "" -"*Odoo Online*: Sie können nur die von Odoo bereitgestellten IAP-Services " -"nutzen (d. h. die Funktionen SMS, Postversand, Offenlegung und Partner-" -"Autovervollständigung);" - -#: ../../content/applications/general/in_app_purchase.rst:66 -msgid "" -"*Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by " -"Odoo and by third-party apps can be used." -msgstr "" -"*Odoo.sh und Odoo Enterprise (on-premise)*: Sie können sowohl die von Odoo " -"als auch die von Drittanbietern bereitgestellten Dienste nutzen." - -#: ../../content/applications/general/in_app_purchase.rst:70 -msgid "Offering my own services" -msgstr "Meine eigenen Services anbieten" - -#: ../../content/applications/general/in_app_purchase.rst:72 -msgid "" -"I am more than welcome to offer my own IAP services through Odoo Apps! It is" -" the perfect opportunity to get recurring revenue for an ongoing service use" -" rather than — and possibly instead of — a sole initial purchase. Please, " -"find more information at: :doc:`/developer/howtos/provide_iap_services`." -msgstr "" -"Ich bin mehr als willkommen, meine eigenen IAP-Services über Odoo Apps " -"anzubieten! Es ist die perfekte Gelegenheit, wiederkehrende Einnahmen für " -"die Nutzung eines laufenden Dienstes zu erzielen, anstatt – und " -"möglicherweise anstelle – eines einmaligen Kaufs. Weitere Informationen " -"finden Sie unter: :doc:`/developer/howtos/provide_iap_services`." #: ../../content/applications/general/users.rst:5 msgid "Users and companies" diff --git a/locale/de/LC_MESSAGES/inventory_and_mrp.po b/locale/de/LC_MESSAGES/inventory_and_mrp.po index 8b3320ca8..17436ea0e 100644 --- a/locale/de/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/de/LC_MESSAGES/inventory_and_mrp.po @@ -9,8 +9,8 @@ # Wolfgang Taferner, 2022 # Anja Funk , 2022 # Chris Egal , 2022 -# Wil Odoo, 2023 # Martin Trigaux, 2023 +# Wil Odoo, 2023 # Larissa Manderfeld, 2023 # #, fuzzy @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-09 08:39+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:48+0000\n" "Last-Translator: Larissa Manderfeld, 2023\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -369,32 +369,49 @@ msgstr "" msgid "GS1 barcode nomenclature" msgstr "GS1-Barcode-Nomenklatur" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:5 -msgid "" -"`GS1 nomenclature `_ consolidates multiple pieces of" -" information in a single barcode. Each piece needs to follow a specific " -"barcode pattern—which is a defined format of numbers, letters, special " -"characters, and character length—to ensure proper interpretation of the " -"barcode. By scanning the barcode on an unopened box, GS1 nomenclature can " -"identify the product, lot number, number of units contained, and more." -msgstr "" -"Die GS1-Nomenklatur `_ fasst mehrere Informationen " -"in einem einzigen Barcode zusammen. Jeder Teil muss einem bestimmten " -"Barcode-Muster folgen – einem definierten Format aus Zahlen, Buchstaben, " -"Sonderzeichen und Zeichenlänge –, um die richtige Interpretation des " -"Barcodes zu gewährleisten. Durch Scannen des Barcodes auf einer ungeöffneten" -" Schachtel kann die GS1-Nomenklatur das Produkt, die Losnummer, die Anzahl " -"der enthaltenen Einheiten und mehr identifizieren." - #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 msgid "" +"`GS1 nomenclature `_ consolidates various product " +"and supply chain data into a single barcode. Odoo takes in `unique Global " +"Trade Item Numbers `_ (GTIN), " +"purchased by businesses, to enable global shipping, sales, and eCommerce " +"product listing." +msgstr "" +"Die `GS1-Nomenklatur `_ konsolidiert verschiedene " +"Produkt- und Lieferkettendaten in einem einzigen Barcode. Odoo übernimmt " +"`einzigartige Global Trade Item Numbers `_ (GTIN), die von Unternehmen erworben werden, um den weltweiten " +"Versand, Verkauf und die Auflistung von Produkten im E-Commerce zu " +"ermöglichen." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:17 +msgid "" +"Configure GS1 nomenclature to scan barcodes of sealed boxes and identify " +"essential product information, such as |GTIN|, lot number, quantity " +"information, and more." +msgstr "" +"Konfigurieren Sie die GS1-Nomenklatur, um Barcodes von verschlossenen " +"Paketen zu scannen und wichtige Produktinformationen zu erhalten, wie z.B. " +"|GTIN|, Losnummer, Mengenangaben und mehr." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +msgid "" +"|GTINs| are unique product identification that **must** be `purchased from " +"GS1 `_ to use GS1 barcodes." +msgstr "" +"|GTINs| sind einzigartige Produktidentifikationen, die `bei GS1 erworben " +"werden `_ **müssen**, um " +"GS1-Barcodes zu verwenden." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:25 +msgid "" "`All GS1 barcodes `_" msgstr "" "`Alle GS1-Barcodes `_" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:26 msgid "" ":ref:`Odoo's default GS1 rules `" @@ -402,18 +419,18 @@ msgstr "" ":ref:`Odoos GS1-Standardregeln `" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:27 msgid "" ":ref:`Why's my barcode not working? `" msgstr "" ":ref:`Warum funktioniert mein Barcode nicht? " "`" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:32 msgid "Set up barcode nomenclature" msgstr "Barcode-Nomenklatur einrichten" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:34 msgid "" "To use GS1 nomenclature, navigate to the :menuselection:`Inventory app --> " "Configuration --> Settings`. Then under the :guilabel:`Barcode` section, " @@ -430,630 +447,182 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 msgid "" -"Choose GS1 from dropdown and click the internal link to see the list of GS1 " +"Choose GS1 from dropdown and click the external link to see the list of GS1 " "rules." msgstr "" -"Wählen Sie GS1 aus dem Drop-down-Menü und klicken Sie auf den internen Link," -" um die Liste der GS1-Regeln anzuzeigen." +"GS1 aus dem Drop-down-Menü auswählen und auf den externen Link klicken, um " +"die Liste der GS1-Regeln anzuzeigen." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:43 msgid "" -"To view and edit a list of GS1 *rules* and *barcode patterns* Odoo supports " -"by default, click the :guilabel:`➡️ (External link)` icon to the right of " -"the :guilabel:`Barcode Nomenclature` selection." +"The list of GS1 *rules* and *barcode patterns* Odoo supports by default is " +"accessible by clicking the :guilabel:`➡️ (arrow)` icon to the right of the " +":guilabel:`Barcode Nomenclature` selection." msgstr "" -"Um eine Liste der GS1 *Regeln* und *Barcode-Muster*, die Odoo standardmäßig " -"unterstützt, anzuzeigen und zu bearbeiten, klicken Sie auf das Symbol " -":guilabel:`➡️ (Externer Link)` rechts neben der Auswahl :guilabel:`Barcode-" +"Um auf die Liste der GS1-*Regeln* und *Barcode-Muster*, die Odoo " +"standardmäßig unterstützt, zuzugreifen, klicken Sie auf das Symbol " +":guilabel:`➡️ Pfeil)` rechts neben der Auswahl der :guilabel:`Barcode-" "Nomenklatur`." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:46 msgid "" -"Opening the pop-up table provides an editable view of GS1 :guilabel:`Rule " -"Names` available in Odoo. The table contains all the information that can be" -" condensed with a GS1 barcode, along with the corresponding " -":guilabel:`Barcode Pattern`." +"In the :guilabel:`Open: Nomenclature` pop-up table, view and edit the GS1 " +":guilabel:`Rule Names` available in Odoo. The table contains all the " +"information that can be condensed with a GS1 barcode, along with the " +"corresponding :guilabel:`Barcode Pattern`." msgstr "" -"Wenn Sie die Pop-up-Tabelle öffnen, erhalten Sie eine editierbare Ansicht " -"der in Odoo verfügbaren GS1-:guilabel:`Regelnamen`. Die Tabelle enthält alle" -" Informationen, die mit einem GS1-Barcode zusammengefasst werden können, " -"zusammen mit dem entsprechenden :guilabel:`Barcode-Muster`." +"In der Pop-up-Tabelle :guilabel:`Öffnen: Nomenklatur` können Sie die in Odoo" +" verfügbaren :guilabel:`Regelnamen` für GS1 anzeigen und bearbeiten. Die " +"Tabelle enthält alle Informationen, die mit einem GS1-Barcode " +"zusammengefasst werden können, zusammen mit dem entsprechenden " +":guilabel:`Barcode-Muster`." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:51 msgid "" -"After setting GS1 as the barcode nomenclature, :menuselection:`Barcode " -"Nomenclatures` can also be accessed by first enabling :ref:`developer mode " -"`. Navigate to :menuselection:`Inventory app --> " -"Configuration --> Barcode Nomenclatures` and finally, select " -":guilabel:`Default GS1 Nomenclature`." +"After setting GS1 as the barcode nomenclature, the :menuselection:`Barcode " +"Nomenclatures` settings can also be accessed by a hidden menu that's " +"discoverable after enabling :ref:`developer mode `. Once " +"enabled, navigate to the :menuselection:`Inventory app --> Configuration -->" +" Barcode Nomenclatures` menu and finally, select :guilabel:`Default GS1 " +"Nomenclature`." msgstr "" "Nachdem Sie GS1 als Barcode-Nomenklatur eingestellt haben, können Sie auch " -"auf :menuselection:`Barcode-Nomenklaturen` zugreifen, indem Sie zunächst den" -" :ref:`Entwicklermodus ` aktivieren. Navigieren Sie zur " +"auf die Einstellungen der :menuselection:`Barcode-Nomenklaturen` über ein " +"verstecktes Menü, dass erscheint, wenn den :ref:`Entwicklermodus ` aktivieren, zugreifen. Navigieren Sie nach der Aktivierunf zur " ":menuselection:`Lagerapp --> Konfiguration --> Barcode-Nomenklaturen` und " "wählen Sie schließlich :guilabel:`GS1-Standardnomenklatur`." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:46 -msgid "Use GS1 barcode" -msgstr "GS1Barcodes verwenden" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:48 -msgid "" -"To build GS1 barcodes in Odoo, combine multiple pieces of information using " -"the specified barcode pattern. The `application identifier " -"`_ (A.I.) " -"serves as the universal prefix for GS1 for barcode identification. Odoo uses" -" regular expressions to describe barcode patterns concisely. Each barcode " -"pattern begins with a required 2-4 digit :abbr:`A.I. (application " -"identifier)`, which corresponds to the rule defined in the system's " -":ref:`barcode nomenclature list `. By including the appropriate :abbr:`A.I. (application " -"identifier)` from the list, Odoo can accurately interpret GS1 barcodes. " -"While most barcode patterns have a flexible length, some specific patterns, " -"such as barcodes for dates, have defined length requirements." -msgstr "" -"Um GS1-Barcodes in Odoo zu erstellen, kombinieren Sie mehrere Informationen " -"unter Verwendung des angegebenen Barcode-Musters. Der `Application " -"Identifier `_ (A.I.) dient als universelles Präfix für GS1 zur " -"Identifizierung von Barcodes. Odoo verwendet reguläre Ausdrücke, um Barcode-" -"Muster prägnant zu beschreiben. Jedes Barcode-Muster beginnt mit einer " -"erforderlichen 2-4-stelligen :abbr:`A.I. (application identifier)`, die der " -"in der :ref:`Barcode-Nomenklaturliste ` definierten Regel entspricht. Indem Sie die entsprechende " -":abbr:`A.I. (application identifier)` aus der Liste einfügen, kann Odoo " -"GS1-Barcodes genau interpretieren. Während die meisten Barcode-Muster eine " -"flexible Länge haben, gibt es für einige spezifische Muster, wie z. B. " -"Barcodes für Daten, definierte Längenanforderungen." - #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:60 -msgid "" -"Use the FNC1 separator (`\\x1D`) to end the barcode without needing to reach" -" the maximum character length." -msgstr "" -"Verwenden Sie das FNC1-Trennzeichen (`\\x1D`), um den Barcode zu beenden, " -"ohne die maximale Zeichenlänge erreichen zu müssen." +msgid "Use GS1 barcodes in Odoo" +msgstr "GS1-Barcode in Odoo verwenden" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:62 +msgid "" +"For product identification using GS1 barcodes in Odoo, businesses obtain a " +"`unique GTIN `_ as an " +"internationally distinct product identifier purchased from GS1. This |GTIN| " +"is combined with specific product details following GS1's designated " +"*barcode pattern*. The barcode pattern's arrangement of numbers and letters " +"must adhere to GS1 conventions for accurate interpretation by global systems" +" along the supply chain." +msgstr "" +"Für die Produktidentifizierung mit GS1-Barcodes in Odoo erhalten Unternehmen" +" eine `einzigartige GTIN `_ als " +"international eindeutigen Produktidentifikator, der bei GS1 erworben wird. " +"Diese GTIN wird mit spezifischen Produktdetails kombiniert, die dem von GS1 " +"festgelegten *Barcode-Muster* entsprechen. Die Anordnung der Zahlen und " +"Buchstaben des Barcode-Musters muss den GS1-Konventionen entsprechen, damit " +"sie von den globalen Systemen entlang der Lieferkette richtig interpretiert " +"werden kann." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:68 +msgid "" +"Every barcode starts with a 2-4 digit `application identifier " +"`_ (A.I.). " +"This required prefix universally indicates what kind of information the " +"barcode contains. Odoo follows GS1 rules for identifying information, as " +"detailed in the :ref:`default GS1 rules list `. Including the relevant |AI| from the list enables " +"Odoo to correctly interpret GS1 barcodes. While most barcode patterns have a" +" fixed length requirement, certain ones, such as lots and serial numbers, " +"have flexible length." +msgstr "" +"Jeder Barcode beginnt mit einem 2-4-stelligen `Application Identifier " +"`_ " +"(Anwendungsidentifikator) (A.I.). Dieses erforderliche Präfix gibt allgemein" +" an, welche Art von Informationen der Barcode enthält. Odoo folgt den " +"GS1-Regeln für die Identifizierung von Informationen, wie in der :ref:`Liste" +" der GS1-Standardregeln ` " +"beschrieben. Dank des entsprechenden |AI| aus der Liste kann Odoo " +"GS1-Barcodes korrekt interpretieren. Während für die meisten Barcode-Muster " +"eine feste Länge vorgeschrieben ist, sind bestimmte Muster, wie z. B. Los- " +"und Seriennummern, in ihrer Länge flexibel." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:77 +msgid "" +"For flexible-length barcode patterns not placed at the end of the GS1 " +"barcode, use the FNC1 separator (`\\\\x1D`) to end the barcode." +msgstr "" +"Für Barcode-Muster mit flexibler Länge, die nicht am Ende des GS1-Barcodes " +"stehen, verwenden Sie das FNC1-Trennzeichen (`\\\\x1D`), um den Barcode zu " +"beenden." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:80 +msgid "" +"Example: The barcode pattern for lot numbers is 20 characters long. Instead " +"of creating a 20-character lot number barcode, like `LOT00000000000000001`, " +"use the FNC1 separator to make it shorter: `LOT001\\x1D`." +msgstr "" +"Beispiel: Das Barcodemuster für Losnummern ist 20 Zeichen lang. Anstatt " +"einen 20-stelligen Barcode für die Losnummer zu erstellen, wie z. B. " +"`LOT00000000000000001`, verwenden Sie das FNC1-Trennzeichen, um ihn zu " +"verkürzen: `LOT001\\x1D`." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:84 msgid "" "Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " -"and rules to follow. Otherwise, the following section contains examples of " -"how to generate a barcode for common items in a warehouse." +"and rules to follow. Otherwise, refer to :ref:`this GS1 usage doc " +"` for specific examples of combining |GTIN| to" +" product information and configuring the workflow." msgstr "" "In der :ref:`GS1-Nomenklaturliste ` finden Sie eine umfassende Liste aller Barcode-" -"Muster und der zu befolgenden Regeln. Ansonsten finden Sie im folgenden " -"Abschnitt Beispiele dafür, wie Sie einen Barcode für gängige Artikel in " -"einem Lagerhaus erzeugen." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:68 -msgid "Product + quantity + lot" -msgstr "Produkt + Menge + Los" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:70 -msgid "" -"To build a GS1 barcode for a box that contains a product, number of units in" -" it, and the lot number, the following barcode patterns are used:" -msgstr "" -"Um einen GS1-Barcode für einen Karton zu erstellen, der ein Produkt, die " -"Anzahl der darin enthaltenen Einheiten und die Losnummer enthält, werden die" -" folgenden Barcode-Muster verwendet:" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Name" -msgstr "Name" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Rule Name" -msgstr "Regelbezeichnung" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "A.I." -msgstr "A.I." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Barcode Pattern" -msgstr "Barcodemuster" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Field in Odoo" -msgstr "Feld in Odoo" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "Product" -msgstr "Produkt" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "Global Trade Item Number (GTIN)" -msgstr "Global Trade Item Number (GTIN)" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "01" -msgstr "01" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "(01)(\\\\d{14})" -msgstr "(01)(\\\\d{14})" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid ":guilabel:`Barcode` field on product form" -msgstr ":guilabel:`Barcode`-Feld im Produktformular" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 -msgid "Quantity" -msgstr "Menge" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "Variable count of items" -msgstr "Variable Anzahl Artikel" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -msgid "30" -msgstr "30" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "(30)(\\\\d{0,8})" -msgstr "(30)(\\\\d{0,8})" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid ":guilabel:`Units` field on transfer form" -msgstr ":guilabel:`Einheiten`-Feld im Transferformular" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "Lot Number" -msgstr "Losnummer" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -msgid "Batch or lot number" -msgstr "Stapel oder Losnummer" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "10" -msgstr "10" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" -msgstr "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid ":guilabel:`Lot` on Detailed Operations pop-up" -msgstr ":guilabel:`Los` im Pop-up für Detaillierte Vorgänge" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:88 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 -#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:9 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:42 -#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 -msgid "Configuration" -msgstr "Konfiguration" +"Muster und der zu beachtenden Regeln. Andernfalls finden Sie in :ref:`diesem" +" GS1-Verwendungsdokument ` konkrete Beispiele " +"für die Kombination von |GTIN| mit Produktinformationen und für die " +"Konfiguration des Arbeitsablaufs." #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:90 -msgid "" -"To track products using lots, first enable the :ref:`Lots and Serial Numbers" -" ` feature. To do so, navigate " -"to :menuselection:`Inventory app --> Configuration --> Settings`. Next, " -"under the :guilabel:`Traceability` heading, check the box for " -":guilabel:`Lots & Serial Numbers`." +msgid ":ref:`Lots workflow `" +msgstr ":ref:`Arbeitsablauf mit Losen `" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:91 +msgid ":ref:`Non-unit quantities workflow `" msgstr "" -"Um Produkte anhand von Losen zu verfolgen, aktivieren Sie zunächst die " -"Funktion :ref:`Los- & Seriennummern " -"`. Navigieren Sie dazu zur " -":menuselection:`Lagerapp --> Konfiguration --> Einstellungen`. Als nächstes " -"markieren Sie unter der Überschrift :guilabel:`Rückverfolgbarkeit` das " -"Kästchen für :guilabel:`Los- & Seriennummern`." +":ref:`Verfahren mit Mengen ohne Einheit `" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:95 -msgid "" -"Then, set up the product barcode by navigating to the intended product form " -"in :menuselection:`Inventory app --> Products --> Products` and selecting " -"the product. On the product form, click :guilabel:`Edit`. Then, in the " -":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " -"with the 14-digit `Global Trade Item Number (GTIN) " -"`_, which is a universal and " -"unique identifying number from GS1." -msgstr "" -"Richten Sie dann den Barcode für das Produkt ein, indem Sie unter " -":menuselection:`Lager --> Produkte --> Produkte` zum gewünschten " -"Produktformular navigieren und das Produkt auswählen. Klicken Sie auf dem " -"Produktformular auf :guilabel:`Bearbeiten`. Füllen Sie dann im Reiter " -":guilabel:`Allgemeine Informationen` das Feld :guilabel:`Barcode` mit der " -"14-stelligen `Global Trade Item Number (GTIN) " -"`_, einer universellen und " -"eindeutigen Identifikationsnummer von GS1." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:103 -msgid "" -"On the product form, omit the :abbr:`A.I. (application identifier)` `01` for" -" GTIN product barcode pattern, as it is only used to encode multiple " -"barcodes into a single barcode that contains detailed information about the " -"package contents." -msgstr "" -"Lassen Sie auf dem Produktformular das Kürzel :abbr:`A.I. (Application " -"Identifier)` `01` für das GTIN-Produktbarcode-Muster weg, da es nur dazu " -"dient, mehrere Barcodes in einen einzigen Barcode zu codieren, der " -"detaillierte Informationen über den Paketinhalt enthält." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:108 -msgid "" -"To create a barcode for the product, `Fuji Apple`, enter the 14-digit GTIN " -"`12345678901231` in the :guilabel:`Barcode` field on the product form." -msgstr "" -"Um einen Barcode für das Produkt `Fuji Apple` zu erstellen, geben Sie die " -"14-stellige GTIN `12345678901231` in das Feld :guilabel:`Barcode` auf dem " -"Produktformular ein." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Enter 14-digit GTIN into the Barcode field on product form." -msgstr "" -"Die 14-stellige GTIN in das Feld Barcode auf dem Produktformular eingeben." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:116 -msgid "" -"It is also possible to view a list of all products and barcodes. To access " -"this list, go to :menuselection:`Inventory --> Configuration --> Settings`. " -"Under the :guilabel:`Barcode` heading, click on the :guilabel:`Configure " -"Product Barcodes` button under the :guilabel:`Barcode Scanner` section. " -"Enter the 14-digit GTIN into the :guilabel:`Barcode` column, then click " -":guilabel:`Save`." -msgstr "" -"Es ist auch möglich, eine Liste aller Produkte und Barcodes anzuzeigen. Um " -"diese Liste aufzurufen, gehen Sie zu :guilabel:`Lager --> Konfiguration --> " -"Einstellungen`. Klicken Sie unter der Überschrift :guilabel:`Barcode` auf " -"die Schaltfläche :guilabel:`Produktbarcodes konfigurieren` unter dem " -"Abschnitt :guilabel:`Barcode-Scanner`. Geben Sie die 14-stellige GTIN in die" -" Spalte :guilabel:`Barcode` ein und klicken Sie dann auf " -":guilabel:`Speichern`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "View the Product Barcodes page from inventory settings." -msgstr "Die Seite Produktbarcodes in den Lagereinstellungen aufrufen." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 -msgid "" -"Next, enable lots and serial number tracking on the product. Select the " -":guilabel:`Inventory` tab on the product form. Under :guilabel:`Tracking`, " -"choose the :guilabel:`By Lots` radio button." -msgstr "" -"Als nächstes aktivieren Sie die Verfolgung von Losen und Seriennummern für " -"das Produkt. Wählen Sie auf dem Produktformular den Reiter " -":guilabel:`Lager`. Wählen Sie unter :guilabel:`RÜCKVERFOLGBARKEIT` das " -"Optionsfeld :guilabel:`Mittels Los`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "" -"Enable product tracking by lots in the \"Inventory\" tab of the product " -"form." -msgstr "" -"Die Produktverfolgung nach Losen im Reiter „Lager“ des Produktformulars " -"aktivieren." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:136 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:198 -msgid "Scan barcode on receipt" -msgstr "Barcode auf Wareneingangsbeleg scannen" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 -msgid "" -"To ensure accurate lot interpretation in Odoo on product barcodes scanned " -"during a receipt operation, navigate to the :menuselection:`Barcode` app to " -"manage the :ref:`receipt picking process `." -msgstr "" -"Um eine genaue Losinterpretation in Odoo für Produktbarcodes zu " -"gewährleisten, die während eines Wareneingangs gescannt wurden, navigieren " -"Sie zur :menuselection:`Barcode`-App, um den :ref:`Kommissioniervorgang bei " -"Wareneingang ` zu verwalten." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 -msgid "" -"From the :guilabel:`Barcode Scanning` dashboard, click the " -":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " -"the list of vendor receptions to process. Receipts generated from :abbr:`POs" -" (Purchase Orders)` are listed, but new receipt operations can also be " -"created directly through the :menuselection:`Barcode` app using the " -":guilabel:`Create` button." -msgstr "" -"Klicken Sie auf dem Dashboard :guilabel:`Barcode scannen` auf die " -"Schaltfläche :guilabel:`Vorgänge` und dann auf die Schaltfläche " -":guilabel:`Eingänge`, um die Liste der zu verarbeitenden Lieferanteneingänge" -" anzuzeigen. Es werden Wareneingänge aufgelistet, die aus :abbr:`EAs " -"(Einkaufsaufträgen)` generiert wurden, aber neue Wareneingangsvorgänge " -"können auch direkt über die :menuselection:`Barcode`-App mit der " -"Schaltfläche :guilabel:`Neu` erstellt werden." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:147 -msgid "" -"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" -" product barcodes and lot numbers with a barcode scanner. The scanned " -"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " -"open a window and manually enter quantities for specific lot numbers." -msgstr "" -"Klicken Sie in der Liste der Eingänge auf den Lagervorgang (WH/IN) und " -"scannen Sie die Barcodes und Losnummern der Produkte mit einem Barcode-" -"Scanner. Das gescannte Produkt erscheint dann in der Liste. Verwenden Sie " -"die Schaltfläche :guilabel:`✏️ (Bleistift)`, um ein Fenster zu öffnen und " -"Mengen für bestimmte Losnummern manuell einzugeben." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:153 -msgid "" -"After placing a :abbr:`PO (Purchase Order)` for 50 apples, navigate to the " -"associated receipt. Scan the product barcode, and Odoo will prompt for the " -"lot number." -msgstr "" -"Nachdem Sie ein :abbr:`EA (Einkaufsauftrag)` für 50 Äpfel aufgegeben haben, " -"navigieren Sie zu dem zugehörigen Wareneingang. Scannen Sie den Barcode des " -"Produkts, und Odoo fragt Sie nach der Losnummer." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "" -"Scan the barcode for a product on the reception picking page in the " -"*Barcode* app." -msgstr "" -"Den Barcode für ein Produkt auf der Kommissionierseite des Empfangs in der " -"*Barcode*-App scannen." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:160 -msgid "" -"Scan the lot number to process 1 of 50 apples. To avoid scanning 49 " -"remaining barcodes, click the :guilabel:`✏️ (pencil)` button next to the " -"desired lot number." -msgstr "" -"Scannen Sie die Losnummer, um 1 von 50 Äpfeln zu verarbeiten. Um das Scannen" -" der 49 verbleibenden Barcodes zu vermeiden, klicken Sie auf die " -"Schaltfläche :guilabel:`✏️ (Bleistift)` neben der gewünschten Losnummer." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan lot number and click the pencil to edit quantities." -msgstr "" -"Losnummer scannen und auf den Beispiel klicken, um Mengen zu bearbeiten." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:167 -msgid "" -"Doing so opens a mobile-friendly keypad page to specify received quantities." -" Use the keypad to specify the :guilabel:`Units` for the lot number. When " -"finished, click :guilabel:`Confirm`." -msgstr "" -"Auf diese Weise öffnen Sie eine mobilfreundliche Tastaturseite, auf der Sie " -"die erhaltenen Mengen angeben können. Verwenden Sie das Tastenfeld, um die " -":guilabel:`Einheit(en)` für die Losnummer anzugeben. Wenn Sie fertig sind, " -"klicken Sie auf :guilabel:`Bestätigen`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Change scanned quantities using pencil button." -msgstr "Gescannte Mengen mit der Bleistiftschaltflächw ändern." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:174 -msgid "" -"Repeat this process to specify additional lot numbers and quantities in this" -" receipt. Once the :guilabel:`Units` are all accounted for, finish the " -"reception by clicking the :guilabel:`Validate` button." -msgstr "" -"Wiederholen Sie diesen Vorgang, um weitere Losnummern und Mengen in diesem " -"Wareneingang anzugeben. Sobald alle :guilabel:`Einheit(en)` berücksichtigt " -"sind, schließen Sie den Empfang ab, indem Sie auf die Schaltfläche " -":guilabel:`Validieren` klicken." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:178 -msgid "" -"Alternatively, scan the barcode containing the product, lot number, and " -"quantity to complete the receipt operation in fewer steps." -msgstr "" -"Alternativ können Sie auch den Barcode mit dem Produkt, der Losnummer und " -"der Menge scannen, um den Eingangsvorgang in weniger Schritten " -"abzuschließen." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:182 -msgid "Product + non-unit quantity" -msgstr "Produkt + Menge ohne Einheit" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:184 -msgid "" -"To build a GS1 barcode that contains products measured in a non-unit " -"quantity, like kilograms, for example, the following barcode patterns are " -"used:" -msgstr "" -"Um einen GS1-Barcode zu erstellen, der Produkte enthält, die nicht in einer " -"Einheitsmenge gemessen werden, wie z. B. Kilogramm, werden die folgenden " -"Barcode-Muster verwendet:" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "Quantity in kilograms" -msgstr "Menge in Kilogramm" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "310[0-5]" -msgstr "310[0-5]" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -msgid "(310[0-5])(\\\\d{6})" -msgstr "(310[0-5])(\\\\d{6})" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 -msgid "" -"To confirm that quantities are correctly interpreted in Odoo, place an order" -" in the *Purchase* app using the appropriate unit of measure " -"(:guilabel:`UoM`) for the quantity of products to be purchased." -msgstr "" -"Um zu überprüfen, ob die Mengenangaben in Odoo korrekt interpretiert werden," -" geben Sie einen Auftrag in der App *Einkauf* auf und verwenden dabei die " -"entsprechende Maßeinheit (:guilabel:`ME`) für die Menge der zu kaufenden " -"Produkte." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:205 -msgid "" -":ref:`Simplify vendor unit conversions with UoMs `" -msgstr "" -":ref:`Umrechnung von Lieferanteneinheiten mit MEs vereinfachen " -"`" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:207 -msgid "" -"After the order is placed, navigate to the :menuselection:`Barcode` app to " -":ref:`receive the vendor shipment `." -msgstr "" -"Nachdem der Auftrag aufgegeben wurde, navigieren Sie zur " -":menuselection:`Barcode`-App, um :ref:`die Lieferantenlieferung zu erhalten " -"`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 -msgid "" -"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " -"peaches by scanning the barcode. If `52.1 / 52.1` :guilabel:`kg` appears on " -"the page, this means the reception was processed without issue. Finally, " -"press :guilabel:`Validate`." -msgstr "" -"Nehmen Sie im Wareneingang in der *Barcode*-App einen Auftrag über `52,1 " -"kg` Pfirsiche entgegen, indem Sie den Barcode scannen. Wenn `52.1 / 52.1` " -":guilabel:`kg` auf der Seite erscheint, bedeutet dies, dass der Empfang ohne" -" Probleme verarbeitet wurde. Drücken Sie abschließend auf " -":guilabel:`Validieren`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 -msgid "" -"Note: the :abbr:`A.I. (application identifier)` for kilograms, `310` + `1`, " -"was used to represent `52.1` kg as a barcode: `000521`. This is because the " -"`1` represents how many digits from the right to place the decimal point." -msgstr "" -"Hinweis: Die Abkürzung `A.I. (application identifier) ` für Kilogramm, `310`" -" + `1`, wurde verwendet, um `52.1` kg als Barcode darzustellen: `000521`. " -"Das liegt daran, dass die `1` angibt, wie viele Stellen von rechts das " -"Dezimalkomma gesetzt werden soll." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan barcode screen for a reception operation in the Barcode app." -msgstr "" -"Barcode-Bildschirm für einen Eingangsvorgang in der Barcodeapp scannen." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 -msgid "" -"For additional verification purposes, the quantities of received products " -"are also recorded on the :guilabel:`Product Moves` report, accessible by " -"navigating to :menuselection:`Inventory app --> Reporting --> Product " -"Moves`." -msgstr "" -"Für zusätzliche Überprüfungszwecke werden die Mengen der erhaltenen Produkte" -" auch im Bericht :guilabel:`Produktbewegungen` aufgezeichnet, den Sie unter " -":menuselection:`Lager --> Berichtswesen --> Produktbewegungen` aufrufen " -"können." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:227 -msgid "" -"The items on the :guilabel:`Product Moves` report are grouped by product by " -"default. To confirm the received quantities, click on a product line to open" -" its collapsible drop-down menu, which displays a list of *stock move lines*" -" for the product. The latest stock move matches the warehouse reception " -"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " -"scan, demonstrating that the records processed in the *Barcode* app were " -"properly stored in *Inventory*." -msgstr "" -"Die Artikel im Bericht :guilabel:`Produktbewegungen` sind standardmäßig nach" -" Produkt gruppiert. Um die eingegangenen Mengen zu bestätigen, klicken Sie " -"auf eine Produktzeile, um das ausklappbare Drop-down-Menü zu öffnen, das " -"eine Liste der *Lagerbuchungszeilen* für das Produkt anzeigt. Die letzte " -"Lagerbuchung stimmt mit der Referenznummer des Lagerempfangs (z. B. " -"`WH/IN/00013`) und der Menge überein, die beim Scannen des Barcodes " -"verarbeitet wurde. Dies zeigt, dass die in der *Barcode*-App verarbeiteten " -"Datensätze ordnungsgemäß im *Lager* gespeichert wurden." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "Reception stock move record for 52.1 kg of peaches." -msgstr "Datensatz bei der Aufnahme von 52,1 kg Pfirsichen." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:96 msgid "Create rules" msgstr "Regeln erstellen" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:98 msgid "" -"If a supplier uses a GS1 barcode with a field not supported by Odoo's " -":ref:`default GS1 list `, " -"Odoo will fail to interpret the entire barcode. To ensure the complete " -"reading of the barcode, it is necessary to add the missing barcode to Odoo's" -" list." +"GS1 rules are a specific format of information contained in the barcode, " +"beginning with an |AI| and containing a defined length of characters. " +"Scanning GS1 barcodes from the :ref:`default GS1 list " +"` auto-fills corresponding" +" data in the Odoo database." msgstr "" -"Wenn ein Lieferant einen GS1-Barcode mit einem Feld verwendet, das nicht von" -" der :ref:`Standard-GS1-Liste ` von Odoo unterstützt wird, kann Odoo den gesamten Barcode nicht " -"interpretieren. Um sicherzustellen, dass der Barcode vollständig gelesen " -"werden kann, müssen Sie den fehlenden Barcode in die Liste von Odoo " -"aufnehmen." +"GS1-Regeln sind ein bestimmtes Format der im Barcode enthaltenen " +"Informationen, die mit einem |AI| beginnen und eine bestimmte Länge von " +"Zeichen enthalten. Beim Scannen von GS1-Barcodes aus der " +":ref:`GS1-Standardliste ` " +"werden die entsprechenden Daten in der Odoo-Datenbank automatisch " +"ausgefüllt." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:248 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:103 msgid "" -"While the new field will be read, the information won't link to an existing " -"field in Odoo without developer customizations. However, adding new rules is" -" still useful to ensure the rest of the fields in the barcode are " -"interpreted correctly." +"Adding GS1 barcode rules in Odoo ensures accurate interpretation of unique, " +"non-standard GS1 formats." msgstr "" -"Das neue Feld wird zwar gelesen, aber die Informationen werden ohne " -"Anpassungen durch den Entwickler nicht mit einem bestehenden Feld in Odoo " -"verknüpft. Das Hinzufügen neuer Regeln ist jedoch sinnvoll, um " -"sicherzustellen, dass die übrigen Felder im Barcode korrekt interpretiert " -"werden." +"GS1-Barcode-Regeln ermöglichen eine korrekte Interpretation von " +"einzigartigen, nicht standardisierten GS1-Formaten." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:106 msgid "" -"Begin by turning on :ref:`developer mode ` and navigating to" -" the :guilabel:`Barcode Nomenclatures` list in :menuselection:`Inventory app" -" --> Configuration --> Barcode Nomenclatures`. Then, select the " -":guilabel:`Default GS1 Nomenclature` list item." +"To do so, begin by turning on :ref:`developer mode ` and " +"navigating to the :guilabel:`Barcode Nomenclatures` list in " +":menuselection:`Inventory app --> Configuration --> Barcode Nomenclatures`. " +"Then, select the :guilabel:`Default GS1 Nomenclature` list item." msgstr "" -"Aktivieren Sie zurerst den :ref:`Entwicklermodus ` ein und " -"navigieren Sie zur Liste :guilabel:`Barcode-Nomenklaturen` unter " -":menuselection:`Lager --> Konfiguration --> Barcode-Nomenklaturen`. Wählen " -"Sie dann das Listenelement :guilabel:`GS1-Standardnomenklatur`." +"Aktivieren Sie dazu zurerst den :ref:`Entwicklermodus ` und " +"navigieren Sie unter :menuselection:`Lager --> Konfiguration --> Barcode-" +"Nomenklaturen` zur Liste :guilabel:`Barcode-Nomenklaturen`. Wählen Sie dann " +"das Listenelement :guilabel:`GS1-Standardnomenklatur`." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:110 msgid "" "On the :guilabel:`Default GS1 Nomenclature` page, select :guilabel:`Add a " "line` at the bottom of the table, which opens a window to create a new rule." @@ -1082,7 +651,7 @@ msgstr "" "gibt an, wie die Buchstaben- oder Zahlenfolge vom System erkannt wird, um " "Informationen über das Produkt zu enthalten." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:266 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:120 msgid "" "After filling in the information, click the :guilabel:`Save & New` button to" " make another rule or click :guilabel:`Save & Close` to save and return to " @@ -1093,11 +662,11 @@ msgstr "" "erstellen, oder klicken Sie auf :guilabel:`Speichern & Schließen`, um zu " "speichern und zur Regeltabelle zurückzukehren." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:126 msgid "Barcode troubleshooting" msgstr "Barcode-Fehlerbehebung" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:274 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 msgid "" "Since GS1 barcodes are challenging to work with, here are some checks to try" " when the barcodes are not working as expected:" @@ -1106,7 +675,7 @@ msgstr "" "Überprüfungen, die Sie durchführen können, wenn die Barcodes nicht wie " "erwartet funktionieren:" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:277 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:131 msgid "" "Ensure that the :guilabel:`Barcode Nomenclature` setting is set as " ":menuselection:`Default GS1 Nomenclature`. Jump to the :ref:`nomenclature " @@ -1118,7 +687,7 @@ msgstr "" "Abschnitt :ref:`Einrichtung der Nomenklatur` für weitere Details." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:280 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:134 msgid "" "Ensure that the fields scanned in the barcode are enabled in Odoo. For " "example, to scan a barcode containing lots and serial numbers, make sure the" @@ -1133,7 +702,7 @@ msgstr "" "setup>` und :ref:`auf dem Produkt `" " aktiviert ist." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:284 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 msgid "" "Omit punctuation such as parentheses `()` or brackets `[]` between the " ":abbr:`A.I. (Application Identifier)` and the barcode sequence. These are " @@ -1148,7 +717,7 @@ msgstr "" " Einzelheiten zur Erstellung von GS1-Barcodes finden Sie in :ref:`diesem " "Abschnitt `." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:288 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 msgid "" "When a single barcode contains multiple encoded fields, Odoo requires all " "rules to be listed in the barcode nomenclature for Odoo to read the barcode." @@ -1160,11 +729,54 @@ msgstr "" "lesen kann. :ref:`In diesem Abschnitt `" " erfahren Sie, wie Sie neue Regeln zur Barcode-Nomenklatur hinzufügen." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:295 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:146 +msgid "" +"Test barcodes containing multiple encoded fields, piece by piece, to figure " +"out which field is causing the issue." +msgstr "" +"Testen Sie Barcodes, die mehrere kodierte Felder enthalten, Stück für Stück," +" um herauszufinden, welches Feld das Problem verursacht." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:150 +msgid "" +"When testing a barcode containing the |GTIN|, lot number, and quantity, " +"start by scanning the |GTIN| alone. Then, test the |GTIN| with the lot " +"number, and finally, try scanning the whole barcode." +msgstr "" +"Wenn Sie einen Barcode testen, der die |GTIN|, die Losnummer und die Menge " +"enthält, scannen Sie zunächst die |GTIN| allein. Testen Sie dann die |GTIN| " +"mit der Losnummer, und versuchen Sie schließlich, den gesamten Barcode zu " +"scannen." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:154 +msgid "" +"After diagnosing the encoded field is unknown, :ref:`add new rules " +"` to Odoo's default list to recognize " +"GS1 barcodes with unique specifications." +msgstr "" +"Nachdem Sie festgestellt haben, dass das kodierte Feld unbekannt ist, " +":ref:`fügen Sie neue Regeln ` zur " +"Standardliste von Odoo hinzu, um GS1-Barcodes mit eindeutigen " +"Spezifikationen zu erkennen." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:159 +msgid "" +"While the new field will be read, the information won't link to an existing " +"field in Odoo without developer customizations. However, adding new rules is" +" necessary to ensure the rest of the fields in the barcode are interpreted " +"correctly." +msgstr "" +"Das neue Feld wird zwar gelesen, aber die Informationen werden ohne " +"Anpassungen durch den Entwickler nicht mit einem bestehenden Feld in Odoo " +"verknüpft. Das Hinzufügen neuer Regeln ist jedoch notwendig, um " +"sicherzustellen, dass die übrigen Felder im Barcode korrekt interpretiert " +"werden." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:166 msgid "GS1 nomenclature list" msgstr "GS1-Nomenklaturliste" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:297 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:168 msgid "" "The table below contains Odoo's default list of GS1 rules. Barcode patterns " "are written in regular expressions. Only the first three rules require a " @@ -1176,299 +788,863 @@ msgstr "" "drei Regeln erfordern eine `Prüfziffer `_ als letztes Zeichen." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Rule Name" +msgstr "Regelbezeichnung" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Type" msgstr "Art" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Barcode Pattern" +msgstr "Barcodemuster" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "GS1 Content Type" msgstr "GS1-Inhaltstyp" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Odoo field" msgstr "Odoo-Feld" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Serial Shipping Container Code" msgstr "Serial Shipping Container Code" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package" msgstr "Paket" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "(00)(\\\\d{18})" msgstr "(00)(\\\\d{18})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "Numeric identifier" msgstr "Numerische Kennung" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package name" msgstr "Paketname" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Global Trade Item Number (GTIN)" +msgstr "Global Trade Item Number (GTIN)" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Unit Product" msgstr "Einheitsprodukt" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "(01)(\\\\d{14})" +msgstr "(01)(\\\\d{14})" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid ":guilabel:`Barcode` field on product form" +msgstr ":guilabel:`Barcode`-Feld im Produktformular" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "GTIN of contained trade items" msgstr "GTIN der enthaltenen Handelswaren" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "(02)(\\\\d{14})" msgstr "(02)(\\\\d{14})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Packaging" msgstr "Verpackung" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "Ship to / Deliver to global location" msgstr "Senden/liefern an globalen Standort" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Destination location" msgstr "Ziellagerort" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "(410)(\\\\d{13})" msgstr "(410)(\\\\d{13})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Ship / Deliver for forward" msgstr "Senden/Liefern für Versand" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "(413)(\\\\d{13})" msgstr "(413)(\\\\d{13})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Source location" msgstr "Quelllagerort" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "I.D. of a physical location" msgstr "ID eines physischen Standorts" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 msgid "Location" msgstr "Lagerort" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "(414)(\\\\d{13})" msgstr "(414)(\\\\d{13})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Batch or lot number" +msgstr "Stapel oder Losnummer" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Lot" msgstr "Los" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 msgid "(10) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "(10) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Alpha-numeric name" msgstr "Alphanumerischer Name" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Serial number" msgstr "Seriennummer" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "(21) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "(21) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging date (YYMMDD)" msgstr "Verpackungsdatum (JJMMTT)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging Date" msgstr "Verpackungsdatum" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "(13)(\\\\d{6})" msgstr "(13)(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Date" msgstr "Datum" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Pack date" msgstr "Packdatum" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date (YYMMDD)" msgstr "Mindesthaltbarkeitsdatum (JJMMTT)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before Date" msgstr "Mindesthaltbarkeitsdatum" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "(15)(\\\\d{6})" msgstr "(15)(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date" msgstr "Mindesthaltbarkeitsdatum" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration date (YYMMDD)" msgstr "Verfallsdatum (JJMMTT)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration Date" msgstr "Ablaufdatum" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "(17)(\\\\d{6})" msgstr "(17)(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiry date" msgstr "Ablaufdatum" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Variable count of items" +msgstr "Variable Anzahl Artikel" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "Quantity" +msgstr "Menge" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "(30)(\\\\d{0,8})" +msgstr "(30)(\\\\d{0,8})" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Measure" msgstr "Messung" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 msgid "UoM: Units" msgstr "ME: Einheiten" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Count of trade items" msgstr "Anzahl der Handelswaren" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "(37)(\\\\d{0,8})" msgstr "(37)(\\\\d{0,8})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Qty in units for containers (AI 02)" msgstr "Menge in Einheiten für Behälter (AI 02)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Net weight: kilograms (kg)" msgstr "Nettogewicht: Kilogramm (kg)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "(310[0-5])(\\\\d{6})" +msgstr "(310[0-5])(\\\\d{6})" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Qty in kg" msgstr "Menge in kg" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Length in meters (m)" msgstr "Länge in Meter (m)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "(311[0-5])(\\\\d{6})" msgstr "(311[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Qty in m" msgstr "Menge in m" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Net volume: liters (L)" msgstr "Nettovolumen: Liter (l)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "(315[0-5])(\\\\d{6})" msgstr "(315[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Qty in L" msgstr "Menge in l" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Net volume: cubic meters (m\\ :sup:`3`)" msgstr "Nettovolumen: Kubikmeter (m\\ :sup:`3`)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "(316[0-5])(\\\\d{6})" msgstr "(316[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Qty in m\\ :sup:`3`" msgstr "Menge in m\\ :sup:`3`" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Length in inches (in)" msgstr "Länge in Zoll (in)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "(321[0-5])(\\\\d{6})" msgstr "(321[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Qty in inches" msgstr "Menge in Zoll" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Net weight/volume: ounces (oz)" msgstr "Nettogewicht/-volumen: Unzen (oz)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "(357[0-5])(\\\\d{6})" msgstr "(357[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Qty in oz" msgstr "Menge in Unze" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Net volume: cubic feet (ft\\ :sup:`3`)" msgstr "Nettovolumen: Kubikfuß (m\\ :sup:`3`)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "(365[0-5])(\\\\d{6})" msgstr "(365[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Qty in ft\\ :sup:`3`" msgstr "Menge in ft\\ :sup:`3`" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging type" msgstr "Verpackungstyp" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging Type" msgstr "Verpackungstyp" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "(91) ([!\"%-/0-9:-?A-Z_a-z]{0,90})" msgstr "(91) ([!\"%-/0-9:-?A-Z_a-z]{0,90})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Package type" msgstr "Pakettyp" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:3 +msgid "GS1 barcode usage" +msgstr "Verwendung von GS1-Barcodes" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:10 +msgid "" +"GS1 barcodes provide a standardized format that barcode scanners can " +"interpret. They encode information in a :ref:`specific structure recognized " +"globally `, allowing scanners to understand and " +"process supply chain data consistently." +msgstr "" +"GS1-Barcodes bieten ein standardisiertes Format, das Barcode-Scanner " +"interpretieren können. Sie codieren Informationen in einer " +":ref:`spezifischen, weltweit anerkannten Struktur `," +" sodass die Scanner die Daten der Lieferkette einheitlich verstehen und " +"verarbeiten können." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:14 +msgid "" +"Odoo *Barcode* interprets and prints GS1 barcodes, automating product " +"identification and tracking in warehouse operations such as receiving, " +"picking, and shipping." +msgstr "" +"Odoo *Barcode* interpretiert und druckt GS1-Barcodes und automatisiert so " +"die Produktidentifikation und -verfolgung in Lagerprozessen wie " +"Wareneingang, Kommissionierung und Versand." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:17 +msgid "" +"The following sections contain examples of how Odoo uses GS1 barcodes " +"provided by the business to identify common warehouse items and automate " +"certain warehouse workflows." +msgstr "" +"In den folgenden Abschnitten finden Sie Beispiele dafür, wie Odoo vom " +"Unternehmen bereitgestellte GS1-Barcodes verwendet, um gängige Lagerartikel " +"zu identifizieren und bestimmte Lagerabläufe zu automatisieren." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:21 +msgid "" +"Odoo **does not** create GS1 barcodes. Businesses must purchase a unique " +"Global Trade Item Number (GTIN) from GS1. Then, they can combine their " +"existing GS1 barcodes with product and supply chain information (also " +"provided by GS1) to create barcodes in Odoo." +msgstr "" +"Odoo erstellt **keine** GS1-Barcodes. Unternehmen müssen eine einzigartige " +"Global Trade Item Number (GTIN) von GS1 erwerben. Dann können sie ihre " +"vorhandenen GS1-Barcodes mit Produkt- und Lieferketteninformationen " +"(ebenfalls von GS1) kombinieren, um Barcodes in Odoo zu erstellen." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:26 +msgid "`Purchase GTINs `_" +msgstr "`GTINs erwerben `_" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:27 +msgid ":ref:`GS1 nomenclature `" +msgstr ":ref:`GS1-Nomenklatur `" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:32 +msgid "Configure barcodes for product, quantity, and lots" +msgstr "Barcodes für Produkt, Menge und Lose konfigurieren" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:34 +msgid "" +"To build a GS1 barcode that contains information about a product, its " +"quantities, and the lot number, the following barcode patterns and " +"Application Identifiers (A.I.) are used:" +msgstr "" +"Um einen GS1-Barcode zu erstellen, der Informationen über ein Produkt, seine" +" Mengen und die Losnummer enthält, werden die folgenden Barcode-Muster und " +"Application Identifiers (A.I.) verwendet:" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Name" +msgstr "Name" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "A.I." +msgstr "A.I." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Field in Odoo" +msgstr "Feld in Odoo" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Product" +msgstr "Produkt" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:203 +msgid "01" +msgstr "01" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:139 +msgid "30" +msgstr "30" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid ":guilabel:`Units` field on transfer form" +msgstr ":guilabel:`Einheiten`-Feld im Transferformular" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Lot Number" +msgstr "Losnummer" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:143 +msgid "10" +msgstr "10" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" +msgstr "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid ":guilabel:`Lot` on Detailed Operations pop-up" +msgstr ":guilabel:`Los` im Pop-up für Detaillierte Vorgänge" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 +msgid "Configuration" +msgstr "Konfiguration" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:54 +msgid "" +"First, :ref:`enable product tracking using lots " +"` by navigating to " +":menuselection:`Inventory app --> Configuration --> Settings`, and checking " +"the box for :guilabel:`Lots & Serial Numbers` under the " +":guilabel:`Traceability` heading." +msgstr "" +"Aktivieren Sie zunächst :ref:`Produkte mittels Los verfolgen " +"`, indem Sie zur " +":menuselection:`Lagerapp --> Konfiguration --> Einstellungen` navigieren und" +" unter der Unterschrift :guilabel:`Rückverfolgbarkeit` das Kontrollkästchen " +"für :guilabel:`Los- & Seriennummern` ankreuzen." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:58 +msgid "" +"Then, set up the product barcode by navigating to the intended product form " +"in :menuselection:`Inventory app --> Products --> Products` and selecting " +"the product. On the product form, click :guilabel:`Edit`. Then, in the " +":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " +"with the unique 14-digit `Global Trade Item Number (GTIN) " +"`_, which is a universally " +"recognized identifying number that is provided by GS1." +msgstr "" +"Richten Sie dann den Barcode für das Produkt ein, indem Sie unter " +":menuselection:`Lager --> Produkte --> Produkte` zum gewünschten " +"Produktformular navigieren und das Produkt auswählen. Klicken Sie auf dem " +"Produktformular auf :guilabel:`Bearbeiten`. Füllen Sie dann im Reiter " +":guilabel:`Allgemeine Informationen` das Feld :guilabel:`Barcode` mit der " +"14-stelligen, einzigartigen `Global Trade Item Number (GTIN) " +"`_, eine universell anerkannte " +"Identifikationsnummer von GS1, aus." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:66 +msgid "" +"On the product form, omit the |AI| `01` for |GTIN| product barcode pattern, " +"as it is only used to encode multiple barcodes into a single barcode that " +"contains detailed information about the package contents." +msgstr "" +"Lassen Sie auf dem Produktformular das Kürzel |AI| `01` für das " +"|GTIN|-Produktbarcode-Muster weg, da es nur dazu dient, mehrere Barcodes in " +"einen einzigen Barcode zu codieren, der detaillierte Informationen über den " +"Paketinhalt enthält." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:72 +msgid "" +"To record the GS1 barcode for the product, `Fuji Apple`, enter the 14-digit " +"|GTIN| `20611628936004` in the :guilabel:`Barcode` field on the product " +"form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Enter 14-digit GTIN into the Barcode field on product form." +msgstr "" +"Die 14-stellige GTIN in das Feld Barcode auf dem Produktformular eingeben." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:80 +msgid "" +"To view a list of *all* products and their corresponding barcodes in the " +"Odoo database, navigate to :menuselection:`Inventory app --> Configuration " +"--> Settings`. Under the :guilabel:`Barcode` heading, click on the " +":guilabel:`Configure Product Barcodes` button under the :guilabel:`Barcode " +"Scanner` section. Enter the 14-digit |GTIN| into the :guilabel:`Barcode` " +"column, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "View the Product Barcodes page from inventory settings." +msgstr "Die Seite Produktbarcodes in den Lagereinstellungen aufrufen." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:92 +msgid "" +"After activating tracking by lots and serial numbers from the settings page," +" specify that this feature is to be applied on each product by navigating to" +" the :guilabel:`Inventory` tab on the product form. Under " +":guilabel:`Tracking`, choose the :guilabel:`By Lots` radio button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "" +"Enable product tracking by lots in the \"Inventory\" tab of the product " +"form." +msgstr "" +"Die Produktverfolgung nach Losen im Reiter „Lager“ des Produktformulars " +"aktivieren." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:176 +msgid "Scan barcode on receipt" +msgstr "Barcode auf Wareneingangsbeleg scannen" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:103 +msgid "" +"To ensure accurate lot interpretation in Odoo on product barcodes scanned " +"during a receipt operation, navigate to the :menuselection:`Barcode` app to " +"manage the :ref:`receipt picking process `." +msgstr "" +"Um eine genaue Losinterpretation in Odoo für Produktbarcodes zu " +"gewährleisten, die während eines Wareneingangs gescannt wurden, navigieren " +"Sie zur :menuselection:`Barcode`-App, um den :ref:`Kommissioniervorgang bei " +"Wareneingang ` zu verwalten." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:107 +msgid "" +"From the :guilabel:`Barcode Scanning` dashboard, click the " +":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " +"the list of vendor receipts to process. Receipts generated from :abbr:`POs " +"(Purchase Orders)` are listed, but new receipt operations can also be " +"created directly through the :menuselection:`Barcode` app using the " +":guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:112 +msgid "" +"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" +" product barcodes and lot numbers with a barcode scanner. The scanned " +"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " +"open a window and manually enter quantities for specific lot numbers." +msgstr "" +"Klicken Sie in der Liste der Eingänge auf den Lagervorgang (WH/IN) und " +"scannen Sie die Barcodes und Losnummern der Produkte mit einem Barcode-" +"Scanner. Das gescannte Produkt erscheint dann in der Liste. Verwenden Sie " +"die Schaltfläche :guilabel:`✏️ (Bleistift)`, um ein Fenster zu öffnen und " +"Mengen für bestimmte Losnummern manuell einzugeben." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:118 +msgid "" +"After placing a :abbr:`PO (Purchase Order)` for fifty apples, navigate to " +"the associated receipt in the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:121 +msgid "" +"Scan the barcode containing the |GTIN|, quantity, and lot number. For " +"testing with a barcode scanner, below is an example barcode for the fifty " +"Fuji apples in Lot 2." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:129 +msgid "50 Fuji apples in Lot0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:199 +msgid "2D Matrix" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"2D matrix of GS1 barcode of 50 fuji apples with an assigned lot number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:202 +msgid "|AI| (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:204 +msgid "GS1 Barcode (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:137 +msgid "20611628936004" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:138 +msgid "|AI| (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:208 +msgid "GS1 Barcode (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:141 +msgid "00000050" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:142 +msgid "|AI| (lot)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:144 +msgid "GS1 Barcode (lot #)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:145 +msgid "LOT0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:210 +msgid "Full GS1 barcode" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:147 +msgid "0120611628936004 3000000050 10LOT0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:149 +msgid "" +":ref:`If the configuration is correct `," +" `50/50` :guilabel:`Units` processed will be displayed and the " +":guilabel:`Validate` button turns green. Click the :guilabel:`Validate` " +"button to complete the reception." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"Scan the barcode for a product on the reception picking page in the " +"*Barcode* app." +msgstr "" +"Den Barcode für ein Produkt auf der Kommissionierseite des Empfangs in der " +"*Barcode*-App scannen." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:160 +msgid "Configure barcode for product and non-unit quantity" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:162 +msgid "" +"To build a GS1 barcode that contains products measured in a non-unit " +"quantity, like kilograms, for example, the following barcode patterns are " +"used:" +msgstr "" +"Um einen GS1-Barcode zu erstellen, der Produkte enthält, die nicht in einer " +"Einheitsmenge gemessen werden, wie z. B. Kilogramm, werden die folgenden " +"Barcode-Muster verwendet:" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Quantity in kilograms" +msgstr "Menge in Kilogramm" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "310[0-5]" +msgstr "310[0-5]" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:178 +msgid "" +"To confirm that quantities are correctly interpreted in Odoo, place an order" +" in the *Purchase* app using the appropriate unit of measure " +"(:guilabel:`UoM`) for the quantity of products to be purchased." +msgstr "" +"Um zu überprüfen, ob die Mengenangaben in Odoo korrekt interpretiert werden," +" geben Sie einen Auftrag in der App *Einkauf* auf und verwenden dabei die " +"entsprechende Maßeinheit (:guilabel:`ME`) für die Menge der zu kaufenden " +"Produkte." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:183 +msgid "" +":ref:`Simplify vendor unit conversions with UoMs `" +msgstr "" +":ref:`Umrechnung von Lieferanteneinheiten mit MEs vereinfachen " +"`" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:185 +msgid "" +"After the order is placed, navigate to the :menuselection:`Barcode` app to " +":ref:`receive the vendor shipment `." +msgstr "" +"Nachdem der Auftrag aufgegeben wurde, navigieren Sie zur " +":menuselection:`Barcode`-App, um :ref:`die Lieferantenlieferung zu erhalten " +"`." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:189 +msgid "" +"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " +"peaches by scanning the barcode containing the |GTIN| and quantity of " +"peaches in kilograms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:197 +msgid "52.1 kg of Peaches" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "2D matrix of GS1 barcode of 52.1 kg of peaches." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:205 +msgid "00614141000012" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:206 +msgid "|AI| (kg, 1 decimal point)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:207 +msgid "3101" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:209 +msgid "000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:211 +msgid "0100614141000012 3101000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:213 +msgid "" +":ref:`If the configuration is correct `," +" `52.1 / 52.1` :guilabel:`kg` will be displayed and the :guilabel:`Validate`" +" button turns green. Finally, press :guilabel:`Validate` to complete the " +"validation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Scan barcode screen for a reception operation in the Barcode app." +msgstr "" +"Barcode-Bildschirm für einen Eingangsvorgang in der Barcodeapp scannen." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:222 +msgid "Verify product moves" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:224 +msgid "" +"For additional verification, the quantities of received products are also " +"recorded on the :guilabel:`Product Moves` report, accessible by navigating " +"to :menuselection:`Inventory app --> Reporting --> Product Moves`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:228 +msgid "" +"The items on the :guilabel:`Product Moves` report are grouped by product by " +"default. To confirm the received quantities, click on a product line to open" +" its collapsible drop-down menu, which displays a list of *stock move lines*" +" for the product. The latest stock move matches the warehouse reception " +"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " +"scan, demonstrating that the records processed in the *Barcode* app were " +"properly stored in *Inventory*." +msgstr "" +"Die Artikel im Bericht :guilabel:`Produktbewegungen` sind standardmäßig nach" +" Produkt gruppiert. Um die eingegangenen Mengen zu bestätigen, klicken Sie " +"auf eine Produktzeile, um das ausklappbare Drop-down-Menü zu öffnen, das " +"eine Liste der *Lagerbuchungszeilen* für das Produkt anzeigt. Die letzte " +"Lagerbuchung stimmt mit der Referenznummer des Lagerempfangs (z. B. " +"`WH/IN/00013`) und der Menge überein, die beim Scannen des Barcodes " +"verarbeitet wurde. Dies zeigt, dass die in der *Barcode*-App verarbeiteten " +"Datensätze ordnungsgemäß im *Lager* gespeichert wurden." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "Reception stock move record for 52.1 kg of peaches." +msgstr "Datensatz bei der Aufnahme von 52,1 kg Pfirsichen." + #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst:3 msgid "Process to Transfers" msgstr "Verfahren zu Transfers" @@ -5787,554 +5963,597 @@ msgid "Planning" msgstr "Planung" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:3 -msgid "How is the Scheduled Delivery Date Computed" -msgstr "Wie wird das voraussichtliche Lieferdatum berechnet?" +msgid "Scheduled delivery dates" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:5 msgid "" -"Providing the best possible service to customers is vital for business. It " -"implies planning every move: manufacturing orders, deliveries, receptions, " -"and so on. To do so, you need to configure lead time properly and coordinate" -" scheduled dates." +"Accurately forecasting delivery dates is vital for fulfilling customer " +"expectations. In Odoo, the *Inventory* app allows for comprehensive lead " +"time configuration, allowing coordination and planning of manufacturing " +"orders, deliveries, and receptions." msgstr "" -"Den bestmöglichen Service für Kunden zu bieten, ist für Unternehmen " -"lebenswichtig. Das bedeutet, dass Sie jeden Schritt planen müssen: " -"Fertigungsaufträge, Lieferungen, Wareneingänge und so weiter. Dazu müssen " -"Sie die Vorlaufzeit richtig konfigurieren und die geplanten Termine " -"koordinieren." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:9 -msgid "" -"By using lead times, Odoo provides end dates, the **Commitment Date**, for " -"each process. On a sales order, for example, this is the date your customer " -"will get the products he ordered." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:10 +msgid "Lead time types" msgstr "" -"Durch die Verwendung von Vorlaufzeiten bietet Odoo Enddaten, das **zugesagte" -" Datum**, für jeden Prozess. Bei einem Verkaufsauftrag ist dies zum Beispiel" -" das Datum, an dem Ihr Kunde die bestellten Produkte erhält." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:12 msgid "" -"From the customers’ side, the commitment date is important because it gives " -"them an estimation of when they will receive their products. The dates take " -"all other lead times, such as manufacturing, delivery, or suppliers, into " -"account." +"Different lead times for different operations can impact various stages of " +"the order fulfillment process. Here's a summary of the types of lead times " +"in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "Show graphic of all lead times working together." msgstr "" -"Für den Kunden ist das zugesagte Datum wichtig, denn es gibt ihm einen " -"Anhaltspunkt, wann er seine Produkte erhalten wird. Die Termine " -"berücksichtigen alle anderen Vorlaufzeiten, wie z. B. Herstellung, Lieferung" -" oder Lieferanten." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:19 -msgid "How are Lead Times Calculated?" -msgstr "Wie werden Vorlaufszeiten berechnet" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:27 msgid "" -"As said above, there are several types of lead times. Each is calculated " -"based on various indicators. Before going through the configuration, here is" -" a brief summary of how lead times are calculated and what they are:" +":ref:`Customer lead time `: The default " +"time frame for fulfilling customer orders. The customer lead time is the " +"number of days from the date the sales order (SO) is confirmed to the date " +"the products are shipped from the warehouse. This is also known as *delivery" +" lead time*." msgstr "" -"Wie bereits erwähnt, gibt es mehrere Arten von Vorlaufzeiten. Jede wird auf " -"der Grundlage verschiedener Indikatoren berechnet. Bevor wir uns mit der " -"Konfiguration befassen, finden Sie hier eine kurze Zusammenfassung darüber, " -"wie die Vorlaufzeiten berechnet werden und was sie sind:" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:24 msgid "" -"**Customer Lead Time**: the customer lead time is the default duration you " -"set. Therefore, the expected date on the sales orders is today + customer " -"lead time." +":ref:`Sales security lead time `: " +"moves the *scheduled delivery date* forward by a specified number of days. " +"This serves as a buffer to allow the team ample time to prepare the outgoing" +" shipment earlier, considering the possibility of delays in the fulfillment " +"process." msgstr "" -"**Kundenvorlaufzeit**: Die Kundenvorlaufzeit ist die von Ihnen festgelegte " -"Standarddauer. Das erwartete Datum auf den Verkaufsaufträgen ist also heute " -"+ Kundenvorlaufzeit." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:29 msgid "" -"**Sales Security Lead Time**: the purpose is to be ready shipping that many " -"days before the actual commitment taken with the customer. Then, the default" -" scheduled date on the delivery order is **SO delivery date - Security Lead " -"Time**." +":ref:`Purchase lead time `: the number of " +"days from the confirmation of a purchase order (PO) to the receipt of " +"products. It provides insight on the time it takes for products to arrive at" +" the warehouse, facilitating effective scheduling and planning of supplier " +"deliveries." msgstr "" -"**Sicherheitsvorlaufzeit für den Verkauf**: Der Zweck ist, so viele Tage vor" -" der tatsächlichen Zusage gegenüber dem Kunden versandbereit zu sein. Dann " -"lautet das standardmäßige geplante Datum auf dem Lieferauftrag ** " -"Lieferdatum des Verkaufsauftrags - Sicherheitsvorlaufzeit**." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:34 msgid "" -"**Purchase Security Lead Time**: margin of error for vendor lead times. When" -" the system generates Purchase Orders for procuring products, they will be " -"scheduled that many days earlier to cope with unexpected vendor delays." +":ref:`Purchase security lead time `: advances the order deadline on a :abbr:`PO (Purchase Order)` by a " +"specified number of days. This proactive approach of placing orders earlier " +"mitigates the risk of vendor or shipping delays. Thus, for products that are" +" set to replenish to order, the need appears on the *Replenishment report* " +"earlier, according to the specified number of days." msgstr "" -"**Sicherheitsvorlaufzeit des Einkaufs**: Toleranz bei Vorlaufzeiten des " -"Lieferanten. Wenn das System Einkaufsaufträge für die Beschaffung von " -"Produkten generiert, werden diese mit diesem Vorlauf geplant, um unerwartete" -" Lieferverzögerungen mit einzuplanen." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:40 msgid "" -"**Purchase Delivery Lead Time**: this is the expected time between a PO " -"being confirmed and the receipt of the ordered products. The **Receipt " -"scheduled date - Vendor delivery date** is the default *PO Order By* date." +":ref:`Manufacturing lead time `: the number " +"of days needed to complete a manufacturing order (MO) from the date of " +"confirmation. This lead time includes weekends (non-working hours in Odoo), " +"and is used to forecast an approximate production date for a finished good." msgstr "" -"**Liefervorlaufzeit**: Dies ist die erwartete Zeit zwischen der Bestätigung " -"eines Einkaufsauftrags und dem Eingang der bestellten Produkte. Das " -"**Planmäßige Eingangsdatum - Lieferdatum des Lieferanten** ist das " -"Standarddatum *Einkaufsauftrag bis*." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:45 msgid "" -"**Days to Purchase**: number of days the purchasing department takes to " -"validate a PO. If another RFQ to the same vendor is already opened, Odoo " -"adds the line to the RFQ instead of creating a new one. Then, the specific " -"date is set on the line." +":ref:`Manufacturing security lead time `: moves the scheduled date of the :abbr:`MO (Manufacturing Order)` " +"forward by a specified number of days. When used in conjunction with " +":ref:`replenish to order `, the " +"security lead time makes the need appear earlier on the replenishment " +"report." msgstr "" -"**Tage bis Einkauf**: Die Anzahl der Tage, die die Einkaufsabteilung für die" -" Validierung eines Einkaufsauftrgas benötigt. Wenn bereits eine andere " -"Anfrage an denselben Lieferanten geöffnet ist, fügt Odoo die Zeile der " -"Anfrage hinzu, anstatt eine neue Anfrage zu erstellen. In der Zeile wird " -"dann das spezifische Datum festgelegt." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:53 +msgid "Sales lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:55 msgid "" -"**Manufacturing Lead Time**: this is the expected time it takes to " -"manufacture a product. This lead time is independent of the quantity to " -"produce and does not take the routing time into account." +"Customer lead times and sales security lead times can be configured to " +"automatically compute an *expected delivery date* on a :abbr:`SO (Sales " +"Order)`. The expected delivery date ensures a realistic *delivery dates* " +"setting for shipments from the warehouse." msgstr "" -"**Fertigungsdurchlaufzeit**: Das ist die erwartete Zeit, die für die " -"Herstellung eines Produkts benötigt wird. Diese Durchlaufzeit ist unabhängig" -" von der zu produzierenden Menge und berücksichtigt nicht die Routingzeit." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:59 msgid "" -"**Manufacturing Security Lead Time**: additional time to mitigate the risk " -"of a manufacturing delay. In case of a *Replenish to Order*, the **Delivery " -"Order scheduled date - Manufacturing Lead Time - Manufacturing Security Lead" -" Time** is the default *Manufacturing Order* planned date." +"Odoo issues a warning message if the set delivery date is earlier than the " +"expected date, as it may not be feasible to fulfill the order by that time, " +"which would impact other warehouse operations." msgstr "" -"**Sicherheitsdurchlaufzeit für die Fertigung**: Zusätzliche Zeit, um das " -"Risiko einer Verzögerung bei der Herstellung zu verringern. Im Falle einer " -"*Auffüllung nach Auftrag* ist das **Geplante Datum des Lieferauftrags - " -"Fertigungsdurchlaufzeit - Sicherheitsdurchlaufzeit für die Fertigung** das " -"geplante Standarddatum des *Fertigungsauftrags*." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:68 -msgid "Sales - Lead Times" -msgstr "Verkauf - Vorlaufszeiten" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:63 msgid "" -"In the *Sales* app, there is an option called *Delivery Date*. It allows " -"seeing an additional field on the sales orders, *Expected Date*. This one is" -" automatically computed based on the different lead times previously " -"configured." +"A :abbr:`SO (Sales Order)` containing a `Coconut-scented candle` is " +"confirmed on July 11th. The product has a customer lead time of 14 days, and" +" the business uses a sales security lead time of 1 day. Based on the lead " +"time inputs, Odoo suggests a delivery date in 15 days, on July 26th." msgstr "" -"In der *Verkaufsapp* gibt es eine Option *Lieferdatum*. Sie ermöglicht die " -"Anzeige eines zusätzlichen Feldes auf den verkaufsaufträgen, *Erwartetes " -"Datum*. Dieses Feld wird automatisch auf der Grundlage der verschiedenen, " -"zuvor konfigurierten Vorlaufzeiten errechnet." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"View of the delivery settings to have the delivery lead time taken into " -"account" +"Set *Delivery Date* in a sales order. Enables delivery lead times feature." msgstr "" -"Ansicht der Liefereinstellungen, um die Lieferfrist zu berücksichtigen" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:71 msgid "" -"If the set up *Delivery Date* is earlier than the the *Expected Date*, a " -"warning message is displayed." +"The following sections demonstrate how to automatically compute expected " +"delivery dates." msgstr "" -"Wenn das eingestellte *Lieferdatum* vor dem *erwarteten Datum* liegt, wird " -"eine Warnmeldung angezeigt." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:74 +msgid "Customer lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:76 msgid "" -"View of the error that occurs when trying to choose an earlier date than what calculated\n" -"by Odoo" +"Set the customer lead time on each product form, by navigating to the " +"products page. To do so, go to :menuselection:`Sales app --> Products --> " +"Products`. From there, select the desired product, and switch to the " +":guilabel:`Inventory` tab. Then, under the :guilabel:`Customer Lead Time` " +"field, fill in the number of calendar days required to fulfill the delivery " +"order from start to finish." msgstr "" -"Ansicht des Fehlers, der auftritt, wenn Sie versuchen, ein früheres Datum als das berechnete auszuwählen\n" -"von Odoo" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:82 msgid "" -"But, for all of this properly working, it is still necessary to configure " -"all the lead times that could occur." +"Set a 14-day customer lead time for the `Coconut-scented candle` by " +"navigating to its product form. Then, in the :guilabel:`Inventory` tab, type" +" `14.00` days into the :guilabel:`Customer Lead Time` field." msgstr "" -"Damit all dies richtig funktioniert, müssen jedoch noch alle Vorlaufzeiten " -"konfiguriert werden, die auftreten können." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:91 -msgid "Customer Lead Time" -msgstr "Auslieferungszeit" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Set *Customer Lead Time* on the product form." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:93 +msgid "Sales security lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:95 msgid "" -"The *Customer Lead Time* is the time needed for your product to go from your" -" warehouse to the customer place. It can be configured on any product by " -"going to :menuselection:`Sales --> Products --> Products`. There, open your " -"product form, go in the inventory tab, and add your *Customer Lead Time*." +"*Sales security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -"Die *Kundenvorlaufzeit* ist die Zeit, die Ihr Produkt benötigt, um von Ihrem" -" Lager zum Kunden zu gelangen. Sie kann für jedes Produkt konfiguriert " -"werden, indem Sie zu :menuselection:`Verkauf --> Produkte --> Produkte` " -"gehen. Öffnen Sie dort Ihr Produktformular, gehen Sie auf den Reiter „Lager“" -" und fügen Sie Ihre *Kundenvorlaufzeit* hinzu." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the customer lead time configuration from the product form" -msgstr "" -"Ansicht der Konfiguration der Kundenvorlaufzeit aus dem Produktformular" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:98 msgid "" -"For example, product B is ordered on the 2nd of April but the *Customer Lead" -" Time* is two days. In that case, the expected delivery date is the 4th of " -"April." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Sales`, and " +"click the checkbox to enable the feature." msgstr "" -"Beispiel: Produkt B wird am 2. April bestellt, aber die *Kundenvorlaufzeit* " -"beträgt zwei Tage. In diesem Fall ist das erwartete Lieferdatum der 4. " -"April." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:108 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 -msgid "Security Lead Time" -msgstr "Sicherheitsvorlaufzeit" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:101 msgid "" -"In sales, *Security Lead Time* corresponds to backup days to ensure you are " -"able to deliver the products in time. The purpose is to be ready shipping " -"earlier in order to arrive on time." +"Next, enter the desired number of calendar days. This security lead time is " +"a buffer notifying the team to prepare for outgoing shipments earlier than " +"the scheduled date." msgstr "" -"Im Verkauf entspricht die *Sicherheitsvorlaufzeit* den Puffertagen, um " -"sicherzustellen, dass Sie in der Lage sind, die Produkte rechtzeitig zu " -"liefern. Der Zweck ist, früher versandbereit zu sein, um rechtzeitig zu " -"kommen." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:105 msgid "" -"The number of security days is subtracted from the calculation to compute a " -"scheduled date earlier than the one promised to the customer." +"Setting the :guilabel:`Security Lead Time for Sales` to `1.00` day, pushes " +"the :guilabel:`Scheduled Date` of a delivery order (DO) forward by one day. " +"In that case, if a product is initially scheduled for delivery on April 6th," +" but with a one-day security lead time, the new scheduled date for the " +"delivery order would be April 5th." msgstr "" -"Die Anzahl der Sicherheitstage wird von der Berechnung abgezogen, um ein " -"geplantes Datum zu ermitteln, das vor dem dem Kunden versprochenen liegt." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:117 -msgid "" -"To set this up, go to :menuselection:`Inventory --> Configuration --> " -"Settings` and enable the feature *Security Lead Time for Sales*." -msgstr "" -"Um dies einzurichten, gehen Sie auf :menuselection:`Lager --> Konfiguration " -"--> Einstellungen` und aktivieren Sie die Funktion *Sicherheitsvorlaufzeit " -"für Verkäufe*." - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" "View of the security lead time for sales configuration from the sales " -"settings" +"settings." msgstr "" -"Ansicht der Sicherheitsvorlaufzeit für die Verkaufskonfiguration aus den " -"Verkaufsseinstellungen" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:124 -msgid "" -"For example, product B is scheduled to be delivered on the 6th of April but " -"the *Security Lead Time* is one day. In that case, the scheduled date for " -"the delivery order is the 5th of April." -msgstr "" -"Ein Beispiel: Produkt B soll am 6. April geliefert werden, aber die " -"*Sicherheitsvorlaufzeit* beträgt einen Tag. In diesem Fall ist das geplante " -"Datum für den Lieferauftrag der 5. April." - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:115 msgid "Deliver several products" msgstr "Mehrere Produkte liefern" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:117 msgid "" -"In many cases, customers order several products at the same time. Those can " -"have different lead times but still need to be delivered, at once or " -"separately. Fortunately, Odoo can help you handle these cases easily." +"For orders that include multiple products with different lead times, the " +"lead times can be configured directly from the quotation itself. On a " +"quotation, click the :guilabel:`Other Info` tab, and set the " +":guilabel:`Shipping Policy` to:" msgstr "" -"In vielen Fällen bestellen Kunden mehrere Produkte zur gleichen Zeit. Diese " -"können unterschiedliche Vorlaufzeiten haben, müssen aber trotzdem geliefert " -"werden, auf einmal oder getrennt. Glücklicherweise kann Odoo Ihnen helfen, " -"diese Fälle einfach zu handhaben." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:121 msgid "" -"From the *Other Info* tab of your *Sale Order*, you can choose between *When" -" all products are ready* and *As soon as possible*. The first one is to " -"deliver products at once, while the second is to deliver them separately." +":guilabel:`As soon as possible` to deliver products as soon as they are " +"ready. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is " +"determined by adding today's date to the shortest lead time among the " +"products in the order." msgstr "" -"Im Reiter *Weitere Informationen* Ihres *Verkaufsauftrags* können Sie " -"zwischen *Wenn alle Produkte bereit sind* und *Sobald wie möglich* wählen. " -"Im ersten Fall werden die Produkte auf einmal geliefert, im zweiten Fall " -"werden sie einzeln geliefert." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:125 msgid "" -"For example, products A and B are ordered at the same time. A has 8 lead " -"days and B has 5. With the first option, the *Expected Date* is calculated " -"based on the product with the most lead days, here A. If the order is " -"confirmed on the 2nd of April, then the *Expected Date* is on the 10th of " -"April." +":guilabel:`When all products are ready` to wait to fulfill the entire order " +"at once. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` " +"is determined by adding today's date to the longest lead time among the " +"products in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "Show *Shipping Policy* field in the *Other Info* tab of a quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:134 +msgid "" +"In a quotation containing 2 products, `Yoga mat` and `Resistance band,` the " +"products have a lead time of 8 days and 5 days, respectively. Today's date " +"is April 2nd." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:137 +msgid "" +"When the :guilabel:`Shipping Policy` is set to :guilabel:`As soon as " +"possible`, the scheduled delivery date is 5 days from today: April 7th. On " +"the other hand, selecting :guilabel:`When all products are ready` configures" +" the scheduled date to be 8 days from today: April 10th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:144 +msgid "Purchase lead times" msgstr "" -"Beispiel: Die Produkte A und B werden zur gleichen Zeit bestellt. A hat 8 " -"Vorlauftage und B hat 5. Bei der ersten Option wird das *Erwartete Datum* " -"auf der Grundlage des Produkts mit den meisten Vorlauftagen berechnet, hier " -"A. Wenn der Auftrag am 2. April bestätigt wird, ist das *Erwartete Datum* " -"der 10. April." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:146 msgid "" -"With the second option, the *Expected Date* is calculated based on the " -"product with the least customer lead days. In this example, B is the product" -" with the least lead days. So, the *Expected Date* is on the 7th of April." +"Automatically determining the dates on which to place orders from suppliers " +"can help simplify the procurement process." msgstr "" -"Bei der zweiten Option wird das *Erwartete Datum* auf der Grundlage des " -"Produkts mit den wenigsten Vorlauftagen berechnet. In diesem Beispiel ist B " -"das Produkt mit den wenigsten Vorlauftagen. Das *Erwartete Datum* ist also " -"der 7. April." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:152 -msgid "Purchase - Lead Times" -msgstr "Einkauf - Vorlaufzeiten" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:155 -msgid "Supplier Lead Time" -msgstr "Lieferantenvorlaufzeit" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:149 msgid "" -"The *Supplier Lead Time* is the time needed for a product you purchased to " -"be delivered. To configure it, open a product from :menuselection:`Purchase " -"--> Products --> Products` and add a vendor under the *Purchase* tab." +"Odoo calculates the supplier shipment *receipt date*, and :abbr:`PO " +"(Purchase Order)` deadline, based on the required date the product is needed" +" in the warehouse. By working backwards from the receipt date, vendor lead " +"times and purchase security lead times are taken into account, in order to " +"determine the :abbr:`PO (Purchase Order)` deadline." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:154 +msgid "" +"This deadline is the date by which the order should be confirmed, in order " +"to ensure timely arrival by the expected receipt date." msgstr "" -"Die *Lieferantenvorlaufzeit* ist die Zeit, die benötigt wird, bis ein von " -"Ihnen gekauftes Produkt geliefert wird. Um sie zu konfigurieren, öffnen Sie " -"ein Produkt unter :menuselection:`Einkauf --> Produkte --> Produkte` und " -"fügen Sie im Reiter *Einkauf* einen Lieferanten hinzu." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the way to add vendors to products" -msgstr "Ansicht des Weges zum Hinzufügen von Verkäufern zu Produkten" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:166 msgid "" -"By clicking on *Add a line*, a new window is displayed. You can specify the " -"*Delivery Lead Time* there. If done so, the delivery day for every purchase " -"of that product is now equal to *Date of the Purchase Order + Delivery Lead " -"Time*." +"Visualization of PO deadline and receipt date used with vendor lead times." msgstr "" -"Wenn Sie auf *Zeile hinzufügen* klicken, wird ein neues Fenster angezeigt. " -"Dort können Sie die *Liefervorlaufzeit* angeben. Wenn Sie dies tun, ist der " -"Liefertag für jeden Kauf dieses Produkts nun gleich *Datum des " -"Einkaufsauftrag + Liefervorlaufzeit*." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the delivery lead time configuration from a vendor form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:162 +msgid "" +":ref:`PO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:165 +msgid "Vendor lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:167 +msgid "" +"To set a vendor lead time for orders arriving in the warehouse from a vendor" +" location, begin by navigating to a product form through " +":menuselection:`Purchase app --> Products --> Products`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:170 +msgid "" +"Next, select the desired product, and switch to the :guilabel:`Purchase` " +"tab. In the editable vendor pricelist, click the :guilabel:`Add a line` " +"button to add vendor details, such as the :guilabel:`Vendor` name, " +":guilabel:`Price` offered for the product, and lastly, the " +":guilabel:`Delivery Lead Time`." msgstr "" -"Ansicht der Konfiguration der Liefervorlaufzeit aus dem Lieferantenformular" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:176 msgid "" -"It is possible to add different vendors and, thus, different lead times " -"depending on the vendor." +"Multiple vendors and lead times can be added to the vendor pricelist. The " +"default vendor and lead time selected will be the entry at the top of the " +"list." msgstr "" -"Es ist möglich, verschiedene Lieferanten hinzuzufügen und damit auch " -"unterschiedliche Vorlaufzeiten je nach Lieferant." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 msgid "" -"The *Security Lead Time* for purchase follows the same logic as the one for " -"*Sales*, except that you are the customer. Then, it is the margin of error " -"for your supplier to deliver your order." +"On the vendor pricelist of the product form, the :guilabel:`Delivery Lead " +"Time` for the selected vendor is set to `10 days.`" msgstr "" -"Die *Sicherheitsvorlaufzeit* für den Einkauf folgt der gleichen Logik wie " -"die für den *Verkauf*, mit dem Unterschied, dass Sie der Kunde sind. Dann " -"ist es die Toleranz für Ihren Lieferanten, Ihre Bestellung zu liefern." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Add delivery lead times to vendor pricelist on a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:187 msgid "" -"To set up *Security Lead Time* for purchase, go to :menuselection:`Inventory" -" --> Configuration --> Settings` and enable the feature." +"By setting the vendor lead time, the expected arrival date of the item is " +"automatically determined as the date of the :abbr:`PO (Purchase Order)` " +"confirmation, plus the vendor lead time. This ensures that warehouse " +"employees are notified, if the products do **not** arrive within the " +"expected timeframe." msgstr "" -"Um *Sicherheitsvorlaufzeit* für den Einkauf einzurichten, gehen Sie auf " -":menuselection:`Lager --> Konfiguration --> Einstellungen` und aktivieren " -"Sie die Funktion." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:193 msgid "" -"View of the security lead time for purchase from the inventory settings" +"On a :abbr:`PO (Purchase Order)` confirmed on July 11th, for a product " +"configured with a 10-day vendor lead time, Odoo automatically sets the " +":guilabel:`Receipt Date` to July 21st. The receipt date also appears as the " +":guilabel:`Scheduled Date` on the warehouse receipt form, accessible from " +"the :guilabel:`Receipt` smart button, located on the :guilabel:`PO (Purchase" +" Order)`." msgstr "" -"Ansicht der Sicherheitsvorlaufzeit für die Einkaufskonfiguration aus den " -"Einkaufseinstellungen" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Show expected *Receipt Date* of the product from the vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"Doing so, every time the system generates purchase orders, those are " -"scheduled that many days earlier to cope with unexpected vendor delays." +"Show expected *Scheduled Date* of arrival of the product from the vendor." msgstr "" -"Auf diese Weise werden Einkaufsauftrag jedes Mal, wenn das System sie " -"generiert, um so viele Tage früher eingeplant, um unerwartete Verzögerungen " -"bei den Lieferanten auffangen zu können." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:198 -msgid "Manufacturing - Lead Times" -msgstr "Fertigung - Durchlaufzeit" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:201 -msgid "Manufacturing Lead Time" -msgstr "Durchlaufzeit der Fertigung" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:203 -msgid "" -"The *Manufacturing Lead Time* is the time needed to manufacture the product." -" To specify it, open the *Inventory* tab of your product form and add the " -"number of days the manufacturing takes." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:209 +msgid "Purchase security lead time" msgstr "" -"Die *Fertigungsvorlaufzeit* ist die Zeit, die für die Herstellung des " -"Produkts benötigt wird. Um sie anzugeben, öffnen Sie den Reiter *Lager* " -"Ihres Produktformulars und fügen die Anzahl der Tage hinzu, die die " -"Herstellung dauert." - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "" -"View of the manufacturing lead time configuration from the product form" -msgstr "" -"Ansicht der Konfiguration der Fertigungsdurchlaufzeit aus dem " -"Produktformular" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:211 msgid "" -"When working with *Manufacturing Lead Times*, the *Deadline Start* of the " -"*MO* is **Commitment Date - Manufacturing Lead Time**. For example, the MO’s" -" deadline start date for an order having a commitment date on the 10th of " -"July is June 27th." +"*Purchase security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -"Wenn Sie mit *Fertigungsdurchlaufzeiten* arbeiten, ist der *Fristbeginn* des" -" *FA* **Zusagedatum - Fertigungsvorlaufzeit**. Zum Beispiel ist das " -"Startdatum des FA für einen Auftrag mit einem Zusagedatum am 10. Juli der " -"27. Juni." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:214 msgid "" -"The *Security Lead Time* for manufacturing allows generating manufacturing " -"orders earlier to cope with the risk of manufacturing delays." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Purchase`, and" +" click the checkbox to enable the feature." msgstr "" -"Die *Sicherheitsdurchlaufzeit* für die Fertigung ermöglicht es, " -"Fertigungsaufträge früher zu erstellen, um das Risiko von Verzögerungen bei " -"der Fertigung zu bewältigen." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 msgid "" -"To enable it, go to :menuselection:`Manufacturing --> Configuration --> " -"Settings` and tick *Security Lead Time*." +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in supplier " +"deliveries." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:221 +msgid "" +"Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, " +"pushes the :guilabel:`Scheduled Date` of receipt back by one day. In that " +"case, if a product is initially scheduled to arrive on April 6th, with a " +"two-day security lead time, the new scheduled date for the receipt would be " +"April 8th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"Set security lead time for purchase from the Inventory > Configuration > " +"Settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:233 +msgid "Manufacturing lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:235 +msgid "" +"Lead times can help simplify the procurement process for consumable " +"materials and components used in manufactured products with bills of " +"materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the deadline to " +"begin the manufacturing process to complete the product by the scheduled " +"delivery date, can be determined by configuring the manufacturing lead times" +" and manufacturing security lead times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "" +"Visualization of the determination of planned MO date manufacturing lead " +"times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:247 +msgid "Manufacturing lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:249 +msgid "" +"Configure the manufacturing lead time directly on the product form, by " +"navigating to :menuselection:`Manufacturing app --> Products --> Products`, " +"and select the desired product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:252 +msgid "" +"In the :guilabel:`Inventory` tab of the product, specify the calendar days " +"needed to the manufacture the product in the :guilabel:`Manufacturing Lead " +"Time` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 +msgid "" +"Specify a 14-day :guilabel:`Manufacturing Lead Time` for a product directly " +"in the :guilabel:`Inventory` tab of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"View of the manufacturing lead time configuration from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:263 +msgid "" +"Establish a :abbr:`MO (Manufacturing Order)` deadline, based on the " +"*expected delivery date*, indicated in the :guilabel:`Scheduled Date` field " +"of the :abbr:`DO (Delivery Order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:266 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the " +":guilabel:`Scheduled Date` field on the :abbr:`MO (Manufacturing Order)`, is" +" calculated as the *expected delivery date* subtracted by the manufacturing " +"lead time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:270 +msgid "" +"This ensures the manufacturing process begins on time, in order to meet the " +"delivery date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:272 +msgid "" +"However, it's important to note that lead times are based on calendar days. " +"Lead times do **not** consider weekends, holidays, or *work center capacity*" +" (:dfn:`the number of operations that can be performed at the work center " +"simultaneously`)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:277 +msgid ":ref:`Manufacturing planning `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:278 +msgid "" +":ref:`Configure automatic MO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:282 +msgid "" +"A product's scheduled shipment date on the :abbr:`DO (Delivery Order)` is " +"August 15th. The product requires 14 days to manufacture. So, the latest " +"date to start the :abbr:`MO (Manufacturing Order)` to meet the commitment " +"date is August 1st." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:289 +msgid "Manufacturing security lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:291 +msgid "" +"*Manufacturing security lead time* is set globally for the business in " +":menuselection:`Manufacturing app --> Configuration --> Settings`. Under the" +" :guilabel:`Planning` heading, locate the box for :guilabel:`Security Lead " +"Time`, and click the checkbox to enable the feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:295 +msgid "" +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in the " +"manufacturing process." msgstr "" -"Um sie zu aktivieren, gehen Sie auf :menuselection:`Fertigung --> " -"Konfiguration --> Einstellungen` und kreuzen Sie *Sicherheitsvorlaufzeit* " -"an." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" "View of the security lead time for manufacturing from the manufacturing app " -"settings" +"settings." msgstr "" -"Ansicht der Sicherheitsdurchlaufzeit für die Fertigungskonfiguration aus den" -" Fertigungseinstellungen" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:303 msgid "" -"For example, a customer orders B with a delivery date scheduled on the 20th " -"of June. The *Manufacturing Lead Time* is 14 days and the *Security Lead " -"Time* is 3 days, so the manufacturing of B needs to start at the latest on " -"the 3rd of June, which is the MO’s planned date." +"A product has a scheduled shipment date on the :abbr:`DO (Delivery Order)` " +"set for August 15th. The manufacturing lead time is 7 days, and " +"manufacturing security lead time is 3 days. So, the :guilabel:`Scheduled " +"Date` on the :abbr:`MO (Manufacturing Order)` reflects the latest date to " +"begin the manufacturing order. In this example, the planned date on the " +":abbr:`MO (Manufacturing Order)` is August 5th." msgstr "" -"Ein Beispiel: Ein Kunde bestellt B mit einem geplanten Liefertermin am 20. " -"Juni. Die *Fertigungsdurchlaufzeit* beträgt 14 Tage und die " -"*Sicherheitsdurchlaufzeit* 3 Tage. Die Herstellung von B muss also " -"spätestens am 3. Juni beginnen, dem geplanten Datum des MO." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:236 -msgid "Global Example" -msgstr "Globales Beispiel" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:310 +msgid "Global example" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 -msgid "Here is a configuration:" -msgstr "Hier ist eine Konfiguration:" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:240 -msgid "1 day of security lead time for Sales" -msgstr "1 Tag Sicherheitsvorlaufzeit für den Verkauf" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:241 -msgid "2 days of security lead time for Manufacturing" -msgstr "2 Tage Sicherheitsvorlaufzeit für die Fertigung" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:242 -msgid "3 days of manufacturing lead time" -msgstr "3 Tage Fertigungsdurchlaufzeit" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:243 -msgid "1 day of security lead time for Purchase" -msgstr "1 Tag Sicherheitsvorlaufzeit für den Einkauf" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:244 -msgid "4 days of supplier lead time" -msgstr "3 Tage Lieferantenvorlaufzeit" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:246 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:312 msgid "" -"Let’s say that a customer orders B on the 1st of September and the delivery " -"date is planned to be within 20 days (September 20th). In such a scenario, " -"here is when all the various steps are triggered." +"See the following example to understand how all the lead times work together" +" to ensure timely order fulfillment:" msgstr "" -"Nehmen wir an, ein Kunde bestellt B am 1. September und das Lieferdatum ist " -"innerhalb von 20 Tagen (20. September) geplant. In einem solchen Szenario " -"werden die verschiedenen Schritte ausgelöst." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:250 -msgid "**September 1st**: the sales order is created" -msgstr "**1. September**: Der Verkaufsauftrag wurde erstellt" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:315 +msgid "**Sales security lead time**: 1 day" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:316 +msgid "**Manufacturing security lead time**: 2 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:317 +msgid "**Manufacturing lead time**: 3 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:318 +msgid "**Purchase security lead time**: 1 day" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:319 +msgid "**Vendor lead time**: 4 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:321 msgid "" -"**September 10th**: the deadline to order components from the supplier " -"because of the manufacturing process (4 days of supplier lead time)" +"The customer places an order for a manufactured product on September 1st, " +"and the scheduled delivery date from the warehouse is on September 20th. " +"Odoo uses lead times and automated reordering rules to schedule the " +"necessary operations, based on the outgoing shipment delivery date, " +"September 20th:" msgstr "" -"**10. September**: Die Frist für die Bestellung von Komponenten beim " -"Lieferanten aufgrund des Fertigungsprozesses (4 Tage Lieferantenvorlaufzeit)" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" -"**September 13th**: the reception of the product from the supplier (1 day of" -" security lead time for Purchase)" +"Show timeline of how lead times work together to schedule warehouse " +"operations." msgstr "" -"**13. September**: Der Erhalt des Produkts vom Lieferanten (1 Tag " -"Sicherheitsvorlaufzeit für den Einkauf)" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 -msgid "" -"**September 14th**: the deadline start date for the manufacturing (19th - 3 " -"days of manufacturing lead time - 2 days of security lead time for " -"Manufacturing)" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:329 +msgid "**September 1st**: Sales order created, confirmed by salesperson." msgstr "" -"**14. September**: Der Termin für den Beginn der Fertigung (19. - 3 Tage " -"Fertigungsdruchlaufzeit - 2 Tage Sicherheitsvorlauf für die Fertigung)" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:259 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:331 msgid "" -"**September 19th**: the expected date on the delivery order form (1 day of " -"security lead time for sales)" +"**September 9th**: Deadline to order components to ensure they arrive in " +"time when manufacturing begins (4-day supplier lead time)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:334 +msgid "" +"**September 13th**: Scheduled date of receipt for components. Initially, it " +"was set to 9/14, but the 1-day purchase security lead time pushed the date " +"earlier by 1 day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:337 +msgid "" +"**September 14th**: Deadline to begin manufacturing. Calculated by " +"subtracting the manufacturing lead time of 3 days, and the manufacturing " +"security lead time of 2 days, from the expected delivery date of September " +"19th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:341 +msgid "" +"**September 19th**: :guilabel:`Scheduled Date` on the delivery order form " +"indicates the updated expected delivery date, which was originally set as " +"September 20th. But the sales security lead time pushed the date forward by " +"a day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:345 +msgid "" +"Odoo's replenishment planning maps a business' order fulfillment process, " +"setting pre-determined deadlines and raw material order dates, including " +"buffer days for potential delays. This ensures products are delivered on " +"time." msgstr "" -"**19. September**: Das erwartete Datum auf dem Lieferauftragsformular (1 Tag" -" Sicherheitsvorlaufzeit für den Verkauf)" #: ../../content/applications/inventory_and_mrp/inventory/management/products.rst:5 #: ../../content/applications/inventory_and_mrp/purchase/products.rst:5 @@ -6647,7 +6866,7 @@ msgstr "" msgid "Reordering rules" msgstr "Nachbestellregeln" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:7 msgid "" "Reordering rules are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" @@ -6660,7 +6879,7 @@ msgstr "" "Mindestmenge festgelegt wird, die der Bestand nicht unterschreiten darf, und" " eine Höchstmenge, die der Bestand nicht überschreiten darf." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:11 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -6676,11 +6895,11 @@ msgstr "" "verwendet, wird stattdessen ein Fertigungsauftrag (FA) erstellt. Dies ist " "unabhängig von der gewählten Nachschubroute der Fall." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 msgid "Configure products for reordering rules" msgstr "Produkte für Nachbestellregeln konfigurieren" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:19 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :guilabel:`Inventory --> Products --> " @@ -6693,7 +6912,7 @@ msgstr "" " Produkt aus oder erstellen Sie ein neues, indem Sie auf :guilabel:`Neu` " "klicken." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:23 msgid "" "First, on the :guilabel:`General Information` tab, make sure that the " ":guilabel:`Product Type` is set to :guilabel:`Storable Product`. This is " @@ -6710,7 +6929,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "Einstellen des Produkttyps als Lagerfähig" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:29 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:31 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -6724,7 +6943,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "Auswahl einer oder mehrerer Routen im Reiter Lager." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:38 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -6745,7 +6964,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "Einen Lieferanten und Preis im Reiter Einkauf festlegen." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:47 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -6756,7 +6975,7 @@ msgstr "" "ihm mindestens eine Stückliste zugeordnet sein. Dies ist notwendig, da Odoo " "nur für Produkte mit einer Stückliste Fertigungsaufträge erstellt." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:51 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -6771,11 +6990,11 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "Die intelligente Schaltfläche der Stückliste auf dem Produktformular." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 msgid "Create new reordering rules" msgstr "Eine neue Nachbestellungsregel erstellen" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:62 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory --> " "Configuration --> Reordering Rules`, then click :guilabel:`Create`, and fill" @@ -6785,16 +7004,16 @@ msgstr "" ":menuselection:`Lager --> Konfiguration --> Nachbestellregeln`, klicken Sie " "dann auf :guilabel:`Neu` und füllen Sie die neue Zeile wie folgt aus:" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" ":guilabel:`Produkt`: Das Produkt, das durch die Regel aufgefüllt wird." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:66 msgid ":guilabel:`Location`: The location where the product is stored." msgstr ":guilabel:`Lagerort`: Der Standort, an dem das Produkt gelagert wird." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:67 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " @@ -6804,7 +7023,7 @@ msgstr "" "ohne dass die Regel ausgelöst wird. Wenn der prognostizierte Bestand unter " "diese Zahl fällt, wird ein Nachbestellauftrag für das Produkt erstellt." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:70 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." @@ -6812,7 +7031,7 @@ msgstr "" ":guilabel:`Max. Menge`: Die maximale Menge, bis zu der der Bestand wieder " "aufgefüllt wird." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " @@ -6822,7 +7041,7 @@ msgstr "" "einer bestimmten Menge aufgefüllt werden soll (z. B. könnte ein Produkt in " "Stapeln von 20 Stück aufgefüllt werden)." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:73 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -6836,7 +7055,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "Das Formular zur Erstellung einer neuen Nachbestellregel." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:81 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory --> Products --> Products`, then " @@ -6849,7 +7068,7 @@ msgstr "" ":menuselection:`Nachbestellregel --> Neu`, und füllen Sie die neue Zeile wie" " oben beschrieben aus." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:85 msgid "" "Once a reordering rule has been created for a product, if its forecasted " "quantity is below the rule's minimum quantity when the scheduler runs, a " @@ -6861,7 +7080,7 @@ msgstr "" "prognostizierte Menge unter der Mindestmenge der Regel liegt, wenn der " "Planer läuft. Standardmäßig wird der Planer einmal pro Tag ausgeführt." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:90 msgid "" "To manually trigger a reordering rule before the scheduler runs, select " ":menuselection:`Inventory --> Operations --> Run Scheduler`. Then, select " @@ -6874,7 +7093,7 @@ msgstr "" "daraufhin erscheinenden Pop-up-Fenster. Beachten Sie, dass dadurch auch alle" " anderen geplanten Aktionen ausgelöst werden." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:94 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -6885,7 +7104,7 @@ msgstr "" "erstellt. Um Angebotsanfragen anzuzeigen und zu verwalten, navigieren Sie zu" " :menuselection:`Einkauf --> Aufträge --> Angebotsanfragen`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:98 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -6897,11 +7116,11 @@ msgstr "" " und zu verwalten, navigieren Sie zu :menuselection:`Fertigung --> Vorgänge " "--> Fertigungsaufträge`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 msgid "Set a preferred route for reordering" msgstr "Eine bevorzugte Route für Nachbestellung festlegen" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:105 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -6913,7 +7132,7 @@ msgstr "" ":guilabel:`Einkaufen` als auch :guilabel:`Fertigung` auszuwählen und damit " "die Funktionalität beider Routen zu aktivieren." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:109 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to if multiple are selected. " @@ -6926,7 +7145,7 @@ msgstr "" "bevorzugte Route auszuwählen, navigieren Sie zunächst zu " ":menuselection:`Lager --> Konfiguration --> Nachbestellregeln`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:113 msgid "" "By default, the :guilabel:`Preferred Route` column is hidden on the " ":guilabel:`Reordering Rules` page. Enable it by selecting the :guilabel:`⋮ " @@ -6941,7 +7160,7 @@ msgstr "" "aktivieren. Auf diese Weise wird die Spalte :guilabel:`Bevorzugte Route` " "angezeigt." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:118 msgid "" "Click inside of the column on the row of a reordering rule and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -6955,7 +7174,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "Auswahl einer bevorzugten Route aus dem Drop-down." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:126 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -6966,6 +7185,174 @@ msgstr "" "ausgewählten Route nachbestellt, die im Reiter :guilabel:`Lager` des " "Produktformulars als erste aufgeführt ist." +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:3 +msgid "Scrap inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:5 +msgid "" +"In some cases, a product in inventory may be damaged or found to be " +"defective. If it is not possible to repair or return the product, Odoo " +"*Inventory* allows users to scrap it, ensuring that usable inventory counts " +"remain accurate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 +msgid "" +"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " +"Operations --> Scrap`. Each scrap order shows the date and time the order " +"was created, along with the product and quantity that was scrapped." +msgstr "" +"Ausschussaufträge können Sie einsehen, indem Sie zu :menuselection:`Lager " +"--> Vorgänge --> Ausschuss` navigieren. Jeder Ausschussauftrag zeigt das " +"Datum und die Uhrzeit an, zu der der Auftrag erstellt wurde, sowie das " +"Produkt und die Menge, die verschrottet wurde." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:14 +msgid "" +"To view the total quantity of each item scrapped, navigate to " +":menuselection:`Inventory --> Configuration --> Locations`. Remove the " +":guilabel:`Internal` filter from the :guilabel:`Search...` bar to display " +"virtual locations. Finally, select the :guilabel:`Virtual Locations/Scrap` " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:19 +msgid "" +"By default, scrapping a product removes it from physical inventory, and " +"places it in a virtual location titled *Virtual Locations/Scrap*. A virtual " +"location is **not** a physical space, but rather a designation in Odoo that " +"is used to track items that are no longer in physical inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:23 +msgid "Learn more" +msgstr "Mehr erfahren" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:25 +msgid "" +"For more information about virtual locations, see the documentation about " +"the different types of :ref:`locations `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:29 +msgid "Scrap from stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:31 +msgid "" +"To scrap a product located in inventory, begin by navigating to " +":menuselection:`Inventory --> Operations --> Scrap`. On the :guilabel:`Scrap" +" Orders` page, click :guilabel:`Create` to configure a new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:35 +msgid "" +"On the scrap order, select the product being scrapped from the " +":guilabel:`Product` drop-down menu, then enter the quantity in the " +":guilabel:`Quantity` field. The :guilabel:`Source Location` defaults to the " +"location where the product is stored, and the :guilabel:`Scrap Location` " +"defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can be " +"changed by selecting a different location from their respective drop-down " +"menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "A new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:45 +msgid "" +"Finally, click :guilabel:`Validate` to scrap the product. The on-hand " +"inventory count for the scrapped product updates to subtract the scrapped " +"quantity." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:49 +msgid "Scrap from a receipt, transfer, or delivery" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:51 +msgid "" +"It is also possible to scrap products during the receipt, transfer, and " +"delivery operations. This can be necessary if any products are found to be " +"defective when receiving them into inventory, transferring them from one " +"location to another, or preparing them for delivery." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:55 +msgid "" +"To scrap a product during the receipt, transfer, or delivery operations, " +"begin by navigating to the :menuselection:`Inventory` app. On the " +":guilabel:`Overview` page, select the :guilabel:`# TO PROCESS` button on the" +" :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or " +":guilabel:`Delivery Orders` card, depending on the type of operation the " +"product is being scrapped from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:61 +msgid "" +"For the :guilabel:`Internal Transfers` card to appear on the " +":menuselection:`Overview` page of the :menuselection:`Inventory` app, the " +":guilabel:`Storage Locations` setting must be enabled. To do so, navigate to" +" :menuselection:`Configuration --> Settings`, then enable the checkbox next " +"to :guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:66 +msgid "" +"Alternatively, a list of all delivery orders, receipts, and transfers can be" +" viewed by navigating to :menuselection:`Inventory --> Operations --> " +"Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:69 +msgid "" +"Next, open a delivery order, receipt, or transfer from the corresponding " +"page by clicking on it. A :guilabel:`Scrap` button appears at the top of the" +" page. Click it to open the :guilabel:`Scrap` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The scrap pop-up in the Inventory app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:78 +msgid "" +"The :guilabel:`Scrap` button will only appear on a receipt that has been " +"validated. This is because Odoo only allows products to be scrapped once " +"they have been entered into inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:81 +msgid "" +"On the :guilabel:`Scrap` pop-up window, select the product being scrapped " +"from the :guilabel:`Product` drop-down menu. Then, enter the quantity in the" +" :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:84 +msgid "" +"The :guilabel:`Source Location` defaults to the location where the product " +"is stored, and the :guilabel:`Scrap Location` defaults to :guilabel:`Virtual" +" Locations/Scrap`, but either of these can be changed by selecting a " +"different location from their respective drop-down menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:88 +msgid "" +"Finally, click :guilabel:`Done` to scrap the product. After doing so, the " +":guilabel:`Scrap` pop-up window disappears and a :guilabel:`Scraps` smart " +"button appears in the top right of the page. Click it to view all of the " +"scrap orders created from that operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The Scraps smart button." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:3 msgid "Selecting a replenishment strategy" msgstr "Eine Auffüllstrategie auswählen" @@ -6991,7 +7378,7 @@ msgid "Terminology" msgstr "Terminologie" #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:19 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 msgid "Replenishment report and reordering rules" msgstr "Auffüllbericht und Nachbestellregeln" @@ -7026,11 +7413,11 @@ msgstr "" "Nachbestellregeln können im Auffüllbericht oder über das Produktformular " "erstellt und verwaltet werden." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:31 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 msgid "Make to order" msgstr "Einzelfertigung" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:35 msgid "" "*Make to order (MTO)* is a procurement route that creates a draft purchase " "order (or manufacturing order) each time a sales order is confirmed, " @@ -7041,7 +7428,7 @@ msgstr "" "Fertigungsauftrag) im Entwurf erstellt wird, **unabhängig vom aktuellen " "Lagerbestand**." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:38 msgid "" "Unlike products replenished using reordering rules, Odoo automatically links" " the sales order to the |PO| or |MO| generated by the |MTO| route." @@ -7050,7 +7437,7 @@ msgstr "" "werden, verknüpft Odoo den Verkaufsauftrag automatisch mit dem |EA| oder " "|FA|, der durch die |Einzelfertigungs|-Route erzeugt wurde." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:41 msgid "" "Another difference between reordering rules and |MTO| is, with |MTO|, Odoo " "generates a draft |PO| or |MO| immediately after the |SO| is confirmed. With" @@ -7063,7 +7450,7 @@ msgstr "" " einen Entwurf |EA| oder |FA|, wenn der prognostizierte Bestand des Produkts" " unter die festgelegte Mindestmenge fällt." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:45 msgid "" "In addition, Odoo automatically adds quantities to the |PO| or |MO| as the " "forecast changes, so long as the |PO| or |MO| is not confirmed." @@ -7071,7 +7458,7 @@ msgstr "" "Außerdem fügt Odoo automatisch Mengen zum |EA| oder |FA| hinzu, wenn sich " "die Prognose ändert, solange der |EA| oder |FA| nicht bestätigt wird." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:48 msgid "" "The |MTO| route is the best replenishment strategy for products that are " "customized, and/or for products that have no stock kept on-hand." @@ -7080,7 +7467,7 @@ msgstr "" "die kundenspezifisch angefertigt werden, und/oder für Produkte, die nicht " "auf Lager gehalten werden." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:58 msgid "" "To access the replenishment report, go to :menuselection:`Inventory app --> " "Operations --> Replenishment.`" @@ -7088,7 +7475,7 @@ msgstr "" "Um den Auffüllbericht aufzurufen, gehen Sie zur :menuselection:`Lagerapp -->" " Vorgänge --> Auffüllung.`" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:61 msgid "" "By default, the replenishment report dashboard shows every product that " "needs to be manually reordered. If there is no specific rule for a product, " @@ -7100,7 +7487,7 @@ msgstr "" "Produkt gibt, geht Odoo davon aus, dass die :guilabel:`Min. Menge` und die " ":guilabel:`Max. Menge` des Bestands beide `0,00` sind." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:66 msgid "" "For products that don't have a set reordering rule, Odoo calculates the " "forecast based on confirmed sales orders, deliveries, and receipts. For " @@ -7115,7 +7502,7 @@ msgstr "" "aber auch die Vorlaufzeit für Einkauf/Fertigung und die " "Sicherheitsvorlaufzeit." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:72 msgid "" "Before creating a new reordering rule, make sure the product has a *vendor* " "or a *bill of materials* configured on the product form. To check this, go " @@ -7134,7 +7521,7 @@ msgstr "" "Stückliste, sofern konfiguriert, finden Sie auf der intelligenten " "Schaltfläche :guilabel:`Stückliste` am oberen Rand des Formulars." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:78 msgid "" "The :guilabel:`Product Type`, located in the :guilabel:`General Information`" " tab on the product form, **must** be set to :guilabel:`Storable Product`. " @@ -7156,7 +7543,7 @@ msgstr "" "Auffüllbericht, der alle Artikel auflistet, die gekauft werden müssen, um " "den aktuellen Bedarf zu decken." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:87 msgid "" "To create a new reordering rule from the replenishment report, go to " ":menuselection:`Inventory app --> Operations --> Replenishment`, click " @@ -7173,7 +7560,7 @@ msgstr "" "entsprechenden Spalten auf der Berichtsseite :guilabel:`Auffüllung` " "konfigurieren." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:93 msgid "" "To create a new reordering rule from the product form, go to " ":menuselection:`Inventory app --> Products --> Products`, and select a " @@ -7186,11 +7573,11 @@ msgstr "" "auf die intelligente Schaltfläche :guilabel:`Nachbestellregeln`, klicken Sie" " auf :guilabel:`Neu` und füllen Sie die Felder aus." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 msgid "Replenishment report fields" msgstr "Felder des Auffüllberichts" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:100 msgid "" "The following fields are on the :guilabel:`Replenishment` report. If any of " "these fields are not visible, click the :guilabel:`⋮ (additional options)` " @@ -7202,27 +7589,27 @@ msgstr "" ":guilabel:`⋮ (zusätzliche Optionen)` ganz rechts im Bericht und dann auf das" " Kontrollkästchen neben einem Feld, um es sichtbar zu machen." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 msgid ":guilabel:`Product`: the product that requires a replenishment." msgstr ":guilabel:`Produkt`: Das Produkt, das aufgefüllt werden muss." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 msgid "" ":guilabel:`Location`: the specific location where the product is stored." msgstr "" ":guilabel:`Lagerort`: Der bestimmte Standort, an dem das Produkt gelagert " "wird." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 msgid ":guilabel:`Warehouse`: the warehouse where the product is stored." msgstr "" ":guilabel:`Lagerhaus`: Das Lagerhaus, in dem das Produkt gelagert wird." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:107 msgid ":guilabel:`On Hand`: the amount of product currently available." msgstr ":guilabel:`Vorrätig`: Die Menge des derzeit verfügbaren Produkts." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 msgid "" ":guilabel:`Forecast`: the amount of product available after all current " "orders (sales, manufacturing, purchase, etc.) are taken into account." @@ -7230,7 +7617,7 @@ msgstr "" ":guilabel:`Prognose`: Die Menge des verfügbaren Produkts, nachdem alle " "aktuellen Aufträge (Verkauf, Fertigung, Einkauf usw.) berücksichtigt wurden." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 msgid "" ":guilabel:`Preferred Route`: how the product is procured, either " ":guilabel:`Buy`, :guilabel:`Manufactured`, :guilabel:`Dropship`, etc." @@ -7239,12 +7626,12 @@ msgstr "" ":guilabel:`Kaufen`, :guilabel:`Fertigung`, :guilabel:`Streckengeschäft`, " "usw." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 msgid ":guilabel:`Vendor`: the company from which the product is acquired." msgstr "" ":guilabel:`Lieferant`: Das Unternehmen, von dem das Produkt erworben wird." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:113 msgid "" ":guilabel:`Bill of Materials`: the bill of materials for the product (if one" " is configured)." @@ -7252,7 +7639,7 @@ msgstr "" ":guilabel:`Stückliste`: Die Stückliste für das Produkt (falls eine " "konfiguriert ist)." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:114 msgid "" ":guilabel:`Trigger`: how the replenishment is created, either " ":guilabel:`Auto` (automatically, once the :guilabel:`On Hand` quantity goes " @@ -7264,7 +7651,7 @@ msgstr "" "die :guilabel:`Min. Menge` fällt) oder :guilabel:`Manuell` (nur wenn die " "Auffüllung angefordert wird)." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 msgid "" ":guilabel:`Procurement Group`: the reference number for how the product is " "being acquired, such as a sales order, purchase order, or manufacturing " @@ -7274,7 +7661,7 @@ msgstr "" "wie das Produkt erworben wird, wie z. B. ein Verkaufsauftrag, ein " "Einkaufsauftrag oder ein Fertigungsauftrag." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 msgid "" ":guilabel:`Min Quantity`: the minimum amount of product that should be " "available. When inventory levels goes below this number, the replenishment " @@ -7284,7 +7671,7 @@ msgstr "" "sollte. Wenn der Lagerbestand unter diese Zahl fällt, wird der Nachschub " "ausgelöst." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 msgid "" ":guilabel:`Max Quantity`: the amount of product that should be available " "after replenishing the product." @@ -7292,7 +7679,7 @@ msgstr "" ":guilabel:`Max. Menge`: Die Produktmenge, die nach dem Auffüllen des " "Produkts verfügbar sein sollte." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:123 msgid "" ":guilabel:`Multiple Quantity`: if the product should be ordered in specific " "quantities, enter the number that should be ordered. For example, if the " @@ -7304,7 +7691,7 @@ msgstr "" "Beispiel die :guilabel:`Mehrfache Menge` auf `5` gesetzt ist und nur 3 " "benötigt werden, werden 5 Produkte nachbestellt." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 msgid "" ":guilabel:`To Order`: the amount of product that is currently needed, and " "will be ordered, if the :guilabel:`Order Once` or :guilabel:`Automate " @@ -7314,17 +7701,17 @@ msgstr "" "bestellt wird, wenn Sie auf die Schaltfläche :guilabel:`Einmalig bestellen` " "oder :guilabel:`Aufträge automatisieren` klicken." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:128 msgid ":guilabel:`UoM`: the unit of measure used to acquire the product." msgstr "" ":guilabel:`Maßeinheit`: Die Maßeinheit, in der Sie das Produkt erwerben." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 msgid ":guilabel:`Company`: the company for which the product is acquired." msgstr "" ":guilabel:`Unternehmen`: Das Unternehmen, für das das Produkt erworben wird." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:131 msgid "" "By default, the quantity in the :guilabel:`To Order` field is the quantity " "required to reach the set :guilabel:`Max Quantity`. However, the " @@ -7338,7 +7725,7 @@ msgstr "" "werden, indem Sie auf das Feld klicken und den Wert ändern. Um ein Produkt " "manuell nachzubestellen, klicken Sie auf :guilabel:`Einmalig bestellen`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:135 msgid "" "To automate a replenishment from the :guilabel:`Replenishment` page, click " ":guilabel:`Automate Orders` on the right-side of the line, represented by a " @@ -7348,7 +7735,7 @@ msgstr "" "klicken Sie auf :guilabel:`Aufträge automatisieren` auf der rechten Seite " "der Zeile, dargestellt durch ein :guilabel:`🔄 (kreisförmiger Pfeil)`-Symbol." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:138 msgid "" "When this button is clicked, Odoo will automatically generate a draft " "|PO|/|MO| every time the forecasted stock level falls below the set " @@ -7358,7 +7745,7 @@ msgstr "" "|EA|/|FA| im Entwurf, sobald der prognostizierte Lagerbestand unter die " "eingestellte :guilabel:`Min. Menge` der Nachbestellungsregel fällt." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:141 msgid "" "On the :guilabel:`Replenishment` page, a reordering rule or manual " "replenishment can be temporarily deactivated for a given period, by clicking" @@ -7377,7 +7764,7 @@ msgstr "" "Schlummeroptionen, um Benachrichtigungen für Nachbestellung für einen " "Zeitraum auszuschalten." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:147 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:149 msgid "" "A |PO| or |MO| created by a manual replenishment has a " ":guilabel:`Replenishment Report` as the source document. A |PO| or |MO| " @@ -7397,11 +7784,11 @@ msgstr "" "Die Liste der Angebotsanfragen zeigt, welche Angebote direkt aus dem " "Auffüllungsbericht stammen." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 msgid "Make to order (MTO) route" msgstr "Einzelfertigungsroute" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:160 msgid "" "Since the |MTO| route is recommended for customized products, the route is " "hidden by default." @@ -7409,17 +7796,17 @@ msgstr "" "Da die Route |Einzelfertigung| für benutzerdefinierte Produkte empfohlen " "wird, ist die Route standardmäßig ausgeblendet." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:169 msgid "To activate the |MTO| route in Odoo:" msgstr "Um die Route |Einzelfertigung| in Odoo zu aktivieren:" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:161 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:163 msgid "Go to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" "Gehen Sie zur :menuselection:`Lagerapp --> Konfiguration --> " "Einstellungen`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 msgid "" "Activate the :guilabel:`Multi-Step Routes` setting, located under the " ":guilabel:`Warehouse` section, and click :guilabel:`Save`." @@ -7427,20 +7814,20 @@ msgstr "" "Aktivieren Sie die Einstellung :guilabel:`Mehrstufige Routen` unter dem " "Abschnitt :guilabel:`Lagerhaus` und klicken Sie auf :guilabel:`Speichern`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 msgid "" "Then, go to :menuselection:`Inventory app --> Configuration --> Routes`." msgstr "" "Gehen Sie dann zur :menuselection:`Lagerapp --> Konfiguration --> Routenn`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 msgid "" "Click on :menuselection:`Filters --> Archived` to show archived routes." msgstr "" "Klicken Sie auf :menuselection:`Filter --> Archiviert`, um archivierte " "Routen zu zeigen." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:168 msgid "" "Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click " "on :menuselection:`Action --> Unarchive`." @@ -7449,7 +7836,7 @@ msgstr "" " (Einzelfertigung)`, und klicken Sie auf :menuselection:`Aktion --> " "Archivierung aufheben`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:170 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:172 msgid "" "Activating the :guilabel:`Multi-Step Routes` setting also activates " ":guilabel:`Storage Locations`. If these features aren't applicable to the " @@ -7460,7 +7847,7 @@ msgstr "" "anwendbar sind, deaktivieren Sie diese Einstellungen nach dem Dearchivieren " "der Route |Einzelfertigung|." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:176 msgid "" "To set a product's procurement route to |MTO|, go to " ":menuselection:`Inventory app --> Products --> Products`, and click on the " @@ -7470,7 +7857,7 @@ msgstr "" "gehen Sie zur :menuselection:`Lagerapp --> Produkte --> Produkte`, und " "klicken Sie auf das gewünschte Produkt, um dessen Produktformular zu öffnen." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:179 msgid "" "Then, click the :guilabel:`Inventory` tab, and in the :guilabel:`Routes` " "section of options, select :guilabel:`Replenish on Order (MTO)`." @@ -7479,7 +7866,7 @@ msgstr "" "Abschnitt :guilabel:`Routen` die Option :guilabel:`Auffüllung nach Auftrag " "(Einzelfertigung)`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:182 msgid "" "For products purchased directly from a vendor, make sure the :guilabel:`Buy`" " route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -7492,7 +7879,7 @@ msgstr "" "sicher, dass im Reiter :guilabel:`Einkauf` des Produktformulars ein " "Lieferant konfiguriert ist." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:186 msgid "" "For products manufactured in-house, make sure the :guilabel:`Manufacture` " "route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -7507,11 +7894,11 @@ msgstr "" "die über die intelligente Schaltfläche :guilabel:`Stückliste` im " "Produktformular zugänglich ist." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:191 msgid "Finally, when all configurations are complete, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:194 msgid "" "The |MTO| route cannot be selected alone. |MTO| **only** works if the " ":guilabel:`Manufacture` or :guilabel:`Buy` route is also selected." @@ -8419,7 +8806,7 @@ msgstr "Bewertungsmethoden" msgid "Integrating additional costs to products (landed costs)" msgstr "Zusatzkosten in Produkte integrieren (Einstandskosten)" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:7 msgid "" "The landed cost feature in Odoo allows the user to include additional costs " "(shipment, insurance, customs duties, etc.) into the cost of the product." @@ -8428,7 +8815,7 @@ msgstr "" "zusätzliche Kosten (Versand, Versicherung, Zölle usw.) in die Kosten des " "Produkts einbeziehen." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:13 msgid "" "First, go to :menuselection:`Inventory --> Configuration --> Settings --> " "Valuation` and activate the :guilabel:`Landed Costs` feature. Odoo also " @@ -8446,15 +8833,15 @@ msgid "Activate the landed cost feature in Inventory settings." msgstr "" "Aktivierung der Funktion für Einstandskosten in den Lagereinstellungne." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:22 msgid "Add costs to products" msgstr "Produkten Kosten hinzufügen" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 msgid "Receive the vendor bill" msgstr "Die Lieferantenrechnung erhalten" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:27 msgid "" "After a vendor fulfills a purchase order and sends a bill, click " ":guilabel:`Create Bill` on the purchase order to create a vendor bill in " @@ -8474,7 +8861,7 @@ msgid "Enable Landed Costs option on vendor bill line." msgstr "" "Aktivierung der Einstandskostenoption in der Lieferantenrechnungszeile." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:35 msgid "" "For charges that are always landed costs, create a landed cost product in " "Odoo. That way, the landed cost product can be quickly added to the vendor " @@ -8487,7 +8874,7 @@ msgstr "" "hinzugefügt werden, anstatt die Informationen zu den Einstandskosten jedes " "Mal manuell einzugeben, wenn eine Lieferantenrechnung eingeht." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:39 msgid "" "First, create a new product in :menuselection:`Inventory --> Products --> " "Products --> Create`. Next, name the landed cost product. Then, set the " @@ -8505,7 +8892,7 @@ msgstr "" "Einstandskosten`. Klicken Sie abschließend auf :guilabel:`Speichern`, um die" " Erstellung der Sind Einstandskosten abzuschließen." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:45 msgid "" "If this product is always a landed cost, you can also define it on the " "product and avoid having to tick the box on each vendor bill." @@ -8518,7 +8905,7 @@ msgstr "" msgid "Option to define a product as a landed cost." msgstr "Option zum Festlegen eines Produkt als Einstandskosten." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:50 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:52 msgid "" "Once the landed cost is added to the vendor bill (either by checking the " ":guilabel:`Landed Cost` option on the invoice line or adding a landed cost " @@ -8547,7 +8934,7 @@ msgstr "" "Verwendung eines Lagertransfers zum Abdecken von Einstandskosten im " "Buchungsjournal." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:64 msgid "" "After setting the picking, click :guilabel:`Compute` on the landed cost " "record. Then, go to the :guilabel:`Valuation Adjustments` tab to see the " @@ -8561,7 +8948,7 @@ msgstr "" ":guilabel:`Validieren`, um die Einstandskosten in das Buchhaltungsjournal zu" " buchen." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:68 msgid "" "The user can access the journal entry that has been created by the landed " "cost by clicking on the :guilabel:`Journal Entry`." @@ -8570,7 +8957,7 @@ msgstr "" "erstellt wurde, zugreifen, indem er auf das Feld :guilabel:`Journalbuchung` " "klickt." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:72 msgid "" "The product that the landed cost is applied to must have a product category " "set to a :abbr:`FIFO (First In, First Out)` or an :abbr:`AVCO (Average " @@ -8584,7 +8971,7 @@ msgstr "" msgid "Landed cost journal entry" msgstr "Journalbuchung für Einstandskosten" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:80 msgid "" "Landed cost records can also be directly created in " ":menuselection:`Inventory --> Operations --> Landed Costs`, it is not " @@ -8663,11 +9050,11 @@ msgstr "" "Genauigkeit zu gewährleisten, und je nach den Bedürfnissen und Prioritäten " "des Unternehmens sind möglicherweise laufend Anpassungen erforderlich." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 msgid "Types of accounting" msgstr "Buchhaltungsarten" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:37 msgid "" "Accounting entries will depend on the accounting mode: *Continental* or " "*Anglo-Saxon*." @@ -8675,7 +9062,7 @@ msgstr "" "Die Buchungsposten richten sich nach dem Buchungsmodus: *Kontinental* oder " "*Angelsächsisch*." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:40 msgid "" "Verify the accounting mode by activating the :ref:`developer-mode` and " "navigating to :menuselection:`Accounting --> Configuration --> Settings`." @@ -8684,7 +9071,7 @@ msgstr "" "aktivieren und zu :menuselection:`Buchhaltung --> Konfiguration --> " "Einstellungen` navigieren." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:43 msgid "" "In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " "when products are sold or delivered. This means that the cost of a good is " @@ -8699,7 +9086,7 @@ msgstr "" " Ausgangskonten werden *Zwischenbestandskonten* verwendet, die beide " "*Aktivkonten* in der Bilanz sind." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:48 msgid "" "In *Continental* accounting, the cost of a good is reported as soon as a " "product is received into stock. Additionally, a single *Expense* account is " @@ -8710,11 +9097,11 @@ msgstr "" "*Aufwandskonto* sowohl für Eingangs- als auch für Ausgangskonten in der " "Bilanz verwendet." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 msgid "Costing methods" msgstr "Kalkulationsverfahren" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:57 msgid "" "Below are the three costing methods that can be used in Odoo for inventory " "valuation." @@ -8722,7 +9109,7 @@ msgstr "" "Im Folgenden finden Sie die drei Kalkulationsmethoden, die in Odoo für die " "Bestandsbewertung verwendet werden können." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 msgid "" "**Standard Price**: is the default costing method in Odoo. The cost of the " "product is manually defined on the product form, and this cost is used to " @@ -8735,7 +9122,7 @@ msgstr "" "Einkaufspreis in einem Einkaufsauftrag abweicht, wird die Bewertung anhand " "der im Produktformular definierten Kosten vorgenommen." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:63 msgid "" "**Average Cost (AVCO)**: calculates the valuation of a product based on the " "average cost of that product, divided by the total number of available stock" @@ -8748,7 +9135,7 @@ msgstr "" "Kalkulationsmethode ist die Bestandsbewertung *dynamisch* und wird ständig " "auf der Grundlage des Einkaufspreises der Produkte angepasst." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:66 msgid "" "**First In First Out (FIFO)**: tracks the costs of incoming and outgoing " "items in real-time and uses the real price of the products to change the " @@ -8769,7 +9156,7 @@ msgstr "" "Gründen die wohl genaueste Methode zur Bestandsbewertung, allerdings ist sie" " sehr anfällig für Eingabedaten und menschliche Fehler." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 msgid "" "Changing the costing method greatly impacts inventory valuation. It's highly" " recommended to consult an accountant first before making any adjustments " @@ -8779,11 +9166,11 @@ msgstr "" "Bestandsbewertung. Es wird dringend empfohlen, zunächst einen Buchhalter zu " "konsultieren, bevor Sie hier Anpassungen vornehmen." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:78 msgid "Configure automated inventory valuation in Odoo" msgstr "Automatische Bestandsbewertung in Odoo konfigurieren" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:80 msgid "" "Make changes to inventory valuation options by navigating to " ":menuselection:`Inventory --> Configuration --> Product Categories`, and " @@ -8795,7 +9182,7 @@ msgstr "" "und die Kategorie(n) auswählen, für die die automatische Bewertungsmethode " "gelten soll." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:85 msgid "" "It is possible to use different valuation settings for different product " "categories." @@ -8803,7 +9190,7 @@ msgstr "" "Es ist möglich, unterschiedliche Bewertungseinstellungen für verschiedene " "Produktkategorien zu verwenden." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:87 msgid "" "Under the :guilabel:`Inventory Valuation` heading are two labels: " ":guilabel:`Costing Method` and :guilabel:`Inventory Valuation`. Pick the " @@ -8820,16 +9207,14 @@ msgstr "" ":guilabel:`First In First Out (FIFO)`) und stellen Sie die " ":guilabel:`Bestandsbewertung` auf :guilabel:`Automatisch`." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:89 -msgid "" -":doc:`Using the inventory valuation " -"`" -msgstr "" -":doc:`Verwendung der Bestandsbewertugn " -"`" - #: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 msgid "" +":ref:`Using the inventory " +"valuation`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:96 +msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " "products in the respective product category creates a new record in the " @@ -8847,7 +9232,7 @@ msgstr "" "Einkaufspreises sowohl des Lagerbestands als auch der aus validierten " "Bestellungen kumulierten Kosten aktualisiert." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:102 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " @@ -8866,7 +9251,7 @@ msgstr "" "auf einem Produktformular manuell geändert wird, erzeugt Odoo einen " "entsprechenden Eintrag im Bericht *Bestandsbewertung*." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:108 msgid "" "On the same screen, the :guilabel:`Account Stock Properties` fields will " "appear, as they are now required fields given the change to automated " @@ -8877,7 +9262,7 @@ msgstr "" "Umstellung auf die automatische Bestandsbewertung nun Pflichtfelder sind. " "Diese Konten sind wie folgt definiert:" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:112 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " @@ -8887,7 +9272,7 @@ msgstr "" " für ein Produkt aktiviert ist, enthält dieses Konto den aktuellen Wert der " "Produkte." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:114 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -8901,7 +9286,7 @@ msgstr "" "Standardwert für alle Produkte in dieser Kategorie. Er kann auch direkt für " "jedes Produkt festgelegt werden." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:118 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -8915,11 +9300,11 @@ msgstr "" "Standardwert für alle Produkte in dieser Kategorie. Er kann auch direkt für " "jedes Produkt festgelegt werden." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:124 msgid "Access reporting data generated by inventory valuation" msgstr "Auf durch Bestandsbewertung generierte Berichtsdaten zugreifen" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:126 msgid "" "To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." " At the top of the dashboard, change the :guilabel:`As of` field value to " @@ -8932,7 +9317,7 @@ msgstr "" ":guilabel:`Heute` und stellen Sie die Filterung :guilabel:`Optionen` auf " ":guilabel:`Alle ausklappen`, um alle aktuellen Daten auf einmal zu sehen." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:131 msgid "" "Under the parent :guilabel:`Current Assets` line item, look for the nested " ":guilabel:`Stock Valuation Account` line item, where the total valuation of " @@ -8942,7 +9327,7 @@ msgstr "" "verschachtelte Position :guilabel:`Bestandsbewertungskonto`, in der die " "Gesamtbewertung des gesamten Lagerbestands angezeigt wird." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:135 msgid "" "Access more specific information with the :guilabel:`Stock Valuation " "Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " @@ -8971,7 +9356,7 @@ msgstr "" msgid "Using inventory valuation" msgstr "Verwendung der Bestandsbewertung" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:7 msgid "" "*Inventory valuation* is a quintessential accounting procedure that " "calculates the value of on-hand stock. Once determined, the inventory " @@ -8981,7 +9366,7 @@ msgstr "" " dem der Wert des Lagerbestands berechnet wird. Die ermittelte " "Bestandsbewertung wird dann in den Gesamtwert eines Unternehmens einbezogen." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:11 msgid "" "In Odoo, this process can be conducted manually— by warehouse employees " "physically counting the products— or automatically through the database." @@ -8990,17 +9375,17 @@ msgstr "" "Produkte physisch zählen – oder automatisch über die Datenbank durchgeführt " "werden." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:15 msgid "" -":ref:`Inventory valuation configuration " -"`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:16 -msgid "Understand the basics of inventory valuation" +":ref:`Inventory valuation " +"configuration`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:18 +msgid "Understand the basics of inventory valuation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:20 msgid "" "In order to understand how moving products in and out of stock affects the " "company's overall value, consider the following product and stock moves " @@ -9010,18 +9395,18 @@ msgstr "" "Gesamtwert des Unternehmens auswirkt, betrachten Sie das folgende Szenario " "mit Produkt- und Lagerbewegungen." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 msgid "Receive a product" msgstr "Ein Produkt erhalten" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:26 msgid "" "For example, consider an physical product, a simple *table*, which is " "categorized as `Office Furniture` in the product form's :guilabel:`Product " "Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:29 msgid "" "Navigate to the the product category itself by going to " ":menuselection:`Inventory app --> Configuration --> Product Categories`, and" @@ -9029,14 +9414,14 @@ msgid "" "(FIFO)` and the :guilabel:`Inventory Valuation` field as `Automated`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:34 msgid "" "Alternatively access the :guilabel:`Product Categories` dashboard by " "clicking on the :guilabel:`internal link` arrow on the individual product's " "form, by hovering over the :guilabel:`Product Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:38 msgid "" "Next, assume 10 tables are purchased at a price of $10.00, each. The " ":abbr:`PO (Purchase Order)` for those tables will show the subtotal of the " @@ -9050,7 +9435,7 @@ msgstr "" msgid "Purchase order with 10 tables products valued at $10 each." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:45 msgid "" "After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, use" " the :guilabel:`Valuation` smart button to view how the value of inventory " @@ -9061,13 +9446,13 @@ msgstr "" msgid "Valuation smart button on a receipt." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:53 msgid "" ":ref:`Developer mode ` must be turned on to see the " "*Valuation* smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:56 msgid "" "The :doc:`consignment " "` " @@ -9080,7 +9465,7 @@ msgstr "" "anderen Unternehmen gehören, bei der Bestandsbewertung des Gastunternehmens " "nicht berücksichtigt." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:60 msgid "" "The :guilabel:`Stock Valuation` dashboard then displays valuation of all " "products in the shipment, along with their quantities and valuation. In the " @@ -9094,7 +9479,7 @@ msgstr "" "Bestandsbewertungszeile, auf der die Produkte einer Sendung dargestellt " "werden." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:68 msgid "" "In Odoo, automatic inventory valuation records are also recorded in the " "*Accounting* app. To access these accounting entries, navigate to " @@ -9107,11 +9492,11 @@ msgstr "" msgid "Accounting entry for the inventory valuation of 10 tables." msgstr "Buchhaltungseinträge für die Bestandsbewertung von 10 Tischen." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 msgid "Deliver a product" msgstr "Ein Produkt liefern" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:80 msgid "" "In the same logic, when a table is shipped to a customer and leaves the " "warehouse, the stock valuation decreases. The :guilabel:`Valuation` smart " @@ -9123,11 +9508,11 @@ msgstr "" msgid "Decreased stock valuation after a product is shipped." msgstr "Verminderte Bestandsbewertung, nachdem ein Produkt versendet wird." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 msgid "The inventory valuation report" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:91 msgid "" "To view the current value of all products in the warehouse, go to " ":menuselection:`Inventory app --> Reporting --> Inventory Valuation`. The " @@ -9140,18 +9525,18 @@ msgstr "" msgid "Inventory valuation report showing multiple products." msgstr "Bestandsbewertungsbericht mit mehreren Produkten." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:101 msgid "" "The :guilabel:`Inventory At Date` button, located in the top-left corner of " "the :guilabel:`Stock Valuation` dashboard, shows the inventory valuation of " "products available during a prior specified date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 msgid "Update product unit price" msgstr "Einzelpreis eines Produkts aktualisieren" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:108 msgid "" "For any company: lead times, supply chain failures, and other risk factors " "can contribute to invisible costs. Although Odoo attempts to accurately " @@ -9164,7 +9549,7 @@ msgstr "" "Bewertung* als zusätzliches Werkzeug zur Aktualisierung des Stückpreises von" " Produkten." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:113 msgid "" "Manual valuation is intended for products that can be purchased and received" " for a cost greater than 0, or have product categories set with " @@ -9177,7 +9562,7 @@ msgid "Add manual valuation of stock value to a product." msgstr "" "Hinzufügen einer manuellen Bewertung des Bestandswerts zu einem Produkt." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:121 msgid "" "Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard" " by first navigating to :menuselection:`Inventory app --> Reporting --> " @@ -9186,7 +9571,7 @@ msgid "" " well as a teal :guilabel:`+ (plus)` button on the right." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:126 msgid "" "Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product" " Revaluation` form, where updates to the calculation of inventory valuation " @@ -11201,6 +11586,135 @@ msgstr "" "Ein Wareneingang für Bestände, die in einem Lager von einem anderen " "eingegangen sind." +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:3 +msgid "Locations" +msgstr "Lagerorte" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:5 +msgid "" +"A *location* is a specific space within a warehouse. This can be a shelf, " +"room, aisle, etc. There are three types of locations in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:8 +msgid "" +"*Physical locations* are spaces within a warehouse owned by the user's " +"company. These can be a an area where items are stored like an aisle or " +"shelf, or an area where operations take place, like loading and unloading " +"bays." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:11 +msgid "" +"*Partner locations* are the same as physical locations except that they " +"exist within the warehouse of a customer or vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:13 +msgid "" +"*Virtual locations* are locations that do not exist physically, but where " +"items that are not in inventory can be placed. These can be items that have " +"not yet entered inventory, like products that are on the way to a warehouse," +" or items that are no longer in inventory due to loss or other factors." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:19 +msgid "" +"In order to use locations, the :guilabel:`Storage Locations` setting must be" +" enabled. To do so, navigate to :menuselection:`Inventory --> Configuration " +"--> Settings`, scroll down to the :guilabel:`Warehouse` heading, and enable " +"the :guilabel:`Storage Locations` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:24 +msgid "Create a new location inside a warehouse" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:26 +msgid "" +"Starting from the :menuselection:`Inventory` app, select " +":menuselection:`Configuration --> Locations --> Create`. The new location " +"form can then be configured as follows:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:29 +msgid "" +":guilabel:`Location Name`: the name that will be used to reference the " +"location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:30 +msgid "" +":guilabel:`Parent Location`: the location or warehouse that the new location" +" exists within" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:31 +msgid "" +":guilabel:`Location Type`: choose the category that the location belongs to" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:32 +msgid "" +":guilabel:`Company`: the company that owns the warehouse that the location " +"is inside of" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:33 +msgid "" +":guilabel:`Is a Scrap Location?`: check this box to allow for " +"scrapped/damaged goods to be stored in this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:35 +msgid "" +":guilabel:`Is a Return Location?`: check this box to allow products to be " +"returned to this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:37 +msgid ":guilabel:`Barcode`: the barcode number assigned to the location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:38 +msgid "" +":guilabel:`Removal Strategy`: the :ref:`strategy " +"` for how items should be taken from " +"inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst-1 +msgid "The form for creating a new location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:46 +msgid "Create location hierarchies" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:48 +msgid "" +"The *Parent Location* setting on the new location form allows for a location" +" to exist within a warehouse or another location. Every location can serve " +"as a parent location, and every parent location can have multiple locations " +"within it, allowing for the creation of a virtually infinite hierarchical " +"structure." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:54 +msgid "" +"Location hierarchy could be organized so that a shelf is located within an " +"aisle, which is located within a room, which is located within the overall " +"warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:57 +msgid "" +"To create the location hierarchy in the example above, set the warehouse as " +"the parent of the room, the room as the parent of the aisle, and the aisle " +"as the parent of the shelf. This can be adapted to a hierarchy of any " +"magnitude." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst:3 msgid "Transfer products between warehouses using replenishment" msgstr "Produkte zwischen Lagerhäusern mittel Auffüllung verschieben" @@ -11599,7 +12113,7 @@ msgstr "" "Lager eingerichtet werden, und der Benutzer kann Bewegungen zwischen den " "Lagern anlegen." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:19 msgid "" "A **Location** is a specific space within the warehouse. It can be a " "sublocation of the warehouse (a shelf, a floor, an aisle, and so on). " @@ -11613,11 +12127,11 @@ msgstr "" "einen Lagerort mit mehreren Lagerhäusern zu verknüpfen. In Odoo können unter" " einem Lagerhaus so viele Lagerorte wie nötig konfiguriert werden." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 msgid "There are three types of locations:" msgstr "Es gibt drei Arten von Lagerorten:" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:26 msgid "" "The **Physical Locations** are internal locations that are part of the " "warehouses that the company owns. They can be the loading and unloading " @@ -11627,7 +12141,7 @@ msgstr "" "Lagerhäuser sind, die das Unternehmen besitzt. Das können die Be- und " "Entladebereiche des Lagerhauses, ein Regal, eine Abteilung usw. sein." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:28 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:30 msgid "" "The **Partner Locations** are spaces within a customer and/or vendor's " "warehouse. They work the same way as physical locations, with the only " @@ -11638,7 +12152,7 @@ msgstr "" "Lagerorte, mit dem einzigen Unterschied, dass sie nicht dem Unternehmen des " "Nutzers gehören." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:34 msgid "" "The **Virtual Locations** are places that do not exist, but in which " "products can be placed when they are not physically in an inventory yet (or " @@ -11652,7 +12166,7 @@ msgstr "" "gegangene Produkte erfassen (**Bestandsverlust**) oder Produkte verbuchen, " "die auf dem Weg ins Lager sind (**Beschaffungen**)." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:39 msgid "" "In Odoo, locations are structured hierarchically. Locations can be " "structured as a tree, dependent on a parent-child relationship. This gives " @@ -11664,7 +12178,7 @@ msgstr "" "Beziehung. Dies ermöglicht eine detailliertere Analyse der Lagervorgänge und" " der Organisation der Lagerhäuser." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:46 msgid "" "To activate locations, go to :menuselection:`Configuration --> Settings` and" " enable :guilabel:`Storage Locations`. Then, click :guilabel:`Save`." @@ -11677,7 +12191,7 @@ msgstr "" msgid "Enable the storage location feature in Odoo Inventory settings." msgstr "Aktivieren der Lagerortfunktion in den Odoo-Lagereinstellungen." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:54 msgid "" "To manage several routes within the warehouses, also enable " ":guilabel:`Multi-Step Routes` and check " @@ -11687,12 +12201,12 @@ msgstr "" "außerdem :guilabel:`Mehrstufige Routen` und überprüfen Sie " ":doc:`../../routes/concepts/use_routes`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 #: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst:41 msgid "Create a new warehouse" msgstr "Ein neues Lagerhaus erstellen" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:60 msgid "" "To create a warehouse, go to :menuselection:`Configuration --> Warehouse " "Management --> Warehouses` and click on :guilabel:`Create`." @@ -11700,7 +12214,7 @@ msgstr "" "Um ein Lagerhaus zu erstellen, gehen Sie zu :menuselection:`Konfiguration " "--> Lagerverwaltung --> Lagerhäuser` und klicken Sie auf :guilabel:`Neu`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:63 msgid "" "Then, fill out a :guilabel:`Warehouse Name` and a :guilabel:`Short Name`. " "The short name is five characters maximum." @@ -11712,7 +12226,7 @@ msgstr "" msgid "Short name field of a warehouse on Odoo Inventory." msgstr "Kurznamenfeld eines Lagerhauses in Odoo Lager." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:71 msgid "" "The :guilabel:`Short Name` appears on transfer orders and other warehouse " "documents. Odoo recommends using an understandable one like \"WH/[first " @@ -11722,7 +12236,7 @@ msgstr "" "Lagerdokumenten. Odoo empfiehlt die Verwendung eines verständlichen Namens " "wie „WH/[Anfangsbuchstaben des Ortes]“." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:74 msgid "" "Now, go back to the :guilabel:`Inventory` dashboard. There, new operations " "related to the newly created warehouse have been automatically generated." @@ -11738,7 +12252,7 @@ msgstr "" "Das Dashboard der Lagerapp zeigt neue Transferarten für das kürzlich " "erstellte Lagerhaus an." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:82 msgid "" "Adding a second warehouse will automatically activate the " ":guilabel:`Locations` setting." @@ -11746,11 +12260,11 @@ msgstr "" "Wenn Sie ein zweites Lagerhaus hinzufügen, wird die Einstellung " ":guilabel:`Lagerorte` automatisch aktiviert." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 msgid "Create a new location" msgstr "Einen neuen Lagerort erstellen" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:87 msgid "" "To create a location, go to :menuselection:`Configuration --> Warehouse " "Management --> Locations` and click on :guilabel:`Create`." @@ -11758,7 +12272,7 @@ msgstr "" "Um einen Lagerort zu erstellen, gehen Sie zu :menuselection:`Konfiguration " "--> Lagerverwaltung --> Lagerorte` und klicken Sie auf :guilabel:`Neu`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:90 msgid "" "Then, fill out a :guilabel:`Location Name` and a :guilabel:`Parent Location`" " and click :guilabel:`Save`." @@ -13569,424 +14083,404 @@ msgstr "" "Lagerkategorien, die in eine Vielzahl von Einlagerungsregeln verwendet wird." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:3 -msgid "What is a Removal Strategy (FIFO, LIFO, FEFO, Closest location)?" +msgid "Removal strategies (FIFO, LIFO, FEFO)" msgstr "" -"Was ist eine Entnahmestrategie (FIFO, LIFO, FEFO, Nächstgelegener Standort)?" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:7 +msgid "" +"For companies with warehouses, **removal strategies** determine which " +"products are taken from the warehouse, and when. Removal strategies are " +"typically defined for specific picking operations. This helps companies to " +"select the best products, optimize the distance workers need to travel when " +"picking items for orders, and account for quality control, such as moving " +"products with expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:13 msgid "" "Usually, *Removal Strategies* are defined in picking operations to select " -"the best products, optimize the distance for the worker, for quality control" -" purposes, or to first move products with the closest expiration date." +"the best products to optimize the distance for the worker, for quality " +"control purposes, or to first move the products with the closest expiration " +"date." msgstr "" -"Normalerweise werden *Entnahmestrategien* in Kommissioniervorgängen " -"definiert, um die besten Produkte auszuwählen, den Weg für die Mitarbeiter " -"zu optimieren, die Qualität zu kontrollieren oder die Produkte mit dem " -"kürzesten Verfallsdatum zuerst zu transportieren." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:17 msgid "" -"When a product movement needs to be done, Odoo finds available products that" -" can be assigned to the transfer. The way Odoo assigns these products " -"depends on the *Removal Strategy* defined in the *Product Category* or on " -"the *Location*." +"When a product needs to be moved, Odoo finds available products that can be " +"assigned to the transfer. The way Odoo assigns these products depends on the" +" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " +"Category` or the :guilabel:`Location` dashboards." msgstr "" -"Wenn eine Produktbewegung durchgeführt werden muss, sucht Odoo nach " -"verfügbaren Produkten, die dem Transfer zugeordnet werden können. Die Art " -"und Weise, wie Odoo diese Produkte zuordnet, hängt von der " -"*Entnahmestrategie* ab, die in der *Produktkategorie* oder dem *Standort* " -"definiert ist." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:21 +msgid "" +"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " +"app --> Configuration --> Locations` or :menuselection:`Product Categories`." +" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " +"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" +" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " +"drop-down menu and selecting the desired removal strategy. After selecting " +"the new removal strategy, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"Change the Force Removal Strategy for either the Product Categories or " +"Locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:33 msgid "What happens inside the warehouse?" msgstr "Was passiert im Lagerhaus?" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:35 msgid "" -"Imagine a generic warehouse plan, with receiving docks and areas, storage " -"locations, picking and packing areas, and shipping docks. All products go " -"through all these locations, but some rules, such as removal strategies, can" -" have an effect on which products are taken for the pickings." +"Most warehouses share the same important areas: receiving docks and sorting " +"areas, storage locations, picking and packing areas, and shipping/loading " +"docks. While all products entering or leaving the warehouse might go through" +" each of these locations at some point, removal strategies can have an " +"effect on which products are taken, from where, and when." msgstr "" -"Stellen Sie sich einen allgemeinen Lagerplan mit Eingangsdocks und " -"-bereichen, Lagerorten, Kommissionier- und Verpackungsbereichen und " -"Versanddocks vor. Alle Produkte durchlaufen all diese Orte, aber einige " -"Regeln, wie z. B. Entnahmestrategien, können sich darauf auswirken, welche " -"Produkte zur Entnahme genommen werden." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Empty stock waiting for deliveries at the docks." -msgstr "Leeres Lager, das auf Lieferungen an den Docks wartet." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:40 msgid "" -"Here, vendor trucks unload pallets of goods at the docks. Then, operators " -"scan the products in the receiving area with the reception date and, if the " -"product has an expiration date, the expiration date. After that, products " -"are stored in their respective locations." +"In this example below, vendor trucks unload pallets of goods at the " +"receiving docks. Then, operators scan the products in the receiving area, " +"with the reception date and expiration date. After that, products are stored" +" in their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:45 +msgid "" +"Not all products have expiration dates, but in this example, expiration " +"dates apply." msgstr "" -"Hier entladen Lieferanten-LKWs Paletten mit Waren an den Laderampen. Dann " -"scannen die Mitarbeiter die Produkte im Wareneingang mit dem Eingangsdatum " -"und, falls das Produkt ein Verfallsdatum hat, mit dem Verfallsdatum. Danach " -"werden die Produkte an ihrem jeweiligen Platz gelagert." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Products entering stock via the receiving area." msgstr "Produkte, die über den Empfangsbereich ins Lager kommen." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 msgid "" -"Next, several orders for the same product are made, but in this example, the" -" goods weren't received on the same day and they don't have the same " -"expiration date. In that situation, logically, sending those with the " -"closest date first is preferred. Depending on the chosen removal strategy, " -"Odoo generates a transfer with the products that fit the settings the best." +"In Odoo, receive products by navigating to the :menuselection:`Inventory` " +"application, and in the kanban view, click on either the " +":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " +":guilabel:`Receipts` dashboard, find and click on the individual receipt " +"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " +"enter the received quantity in the :guilabel:`Done` column. To finish, " +":guilabel:`Validate` to receive the products and register them in the Odoo " +"database." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:59 +msgid "" +"Receiving products can also be done within the Odoo *Barcode* application. " +"If using the *Barcode* app, scan the product(s), update the quantity, and " +"finally, click :guilabel:`Validate`. After products are received in Odoo, " +"the products can then be moved to their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:64 +msgid "" +"Continuing with the same example, below, imagine several sales orders are " +"made for the products received earlier, that use expiration dates. In this " +"example, the products weren't received on the same day, and they don't have " +"the same expiration date. In this situation, logically, sending products " +"with the closest expiration date is preferred, instead of products received " +"first or last. Using the chosen removal strategy configured for those " +"products (in this example, :ref:`FEFO `), Odoo generates a " +"transfer for the products with the soonest expiration date to the picking " +"area, then the packing area, and finally, to the shipping docks for delivery" +" to the customer." msgstr "" -"Als nächstes werden mehrere Aufträge für dasselbe Produkt aufgegeben, aber " -"in diesem Beispiel sind die Waren nicht am selben Tag eingegangen und haben " -"nicht dasselbe Verfallsdatum. In dieser Situation werden logischerweise die " -"Waren mit dem nächstliegenden Datum zuerst verschickt. Abhängig von der " -"gewählten Entnahmestrategie erstellt Odoo einen Transfer mit den Produkten, " -"die am besten zu den Einstellungen passen." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "" -":alt: Products being packed at the packing area for delivery, taking expiration dates into\n" +"Products being packed at the packing area for delivery, taking the expiration dates into\n" "account." msgstr "" -":alt: Produkte, die im Packbereich für die Auslieferung verpackt werden, " -"unter Berücksichtigung der Verfallsdaten." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:79 msgid "" "To pick for delivery, the product's lot/serial number can be found on the " -"transfer form." +"transfer form. To learn more about picking and shipping, refer to either the" +" :ref:`Two-step delivery ` or " +":ref:`Three-step delivery ` documentation." msgstr "" -"Für die Kommissionierung der Lieferung ist die Los-/Seriennummer des " -"Produkts auf dem Transferformular zu finden." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:46 -msgid "How does it work?" -msgstr "Wie funktioniert das?" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:85 +msgid "How each removal strategy works" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:87 +msgid "" +"Removal strategies determine which products are taken from the warehouse " +"when orders are confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:90 msgid "First In, First Out (FIFO)" msgstr "First In, First Out (FIFO)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:92 msgid "" -"When using a *First In, First Out* (FIFO) strategy, a demand for some " -"products triggers a removal rule, which requests a transfer for the " -"lot/serial number that has entered the stock first." +"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " +"product triggers a removal rule, which requests a transfer for the " +"lot/serial number that entered the stock first (and therefore, has been in " +"stock for the longest time)." msgstr "" -"Bei einer Strategie *First In, First Out* (FIFO) löst eine Nachfrage nach " -"bestimmten Produkten eine Entnahmeregel aus, die einen Transfer für das " -"Los/die Seriennummer anfordert, das/die zuerst in den Bestand aufgenommen " -"wurde." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:96 msgid "" -"For example, imagine there are three lots of nails in the warehouse. Those " -"three have the following lot numbers: :guilabel:`00001`, :guilabel:`00002`, " -":guilabel:`00003`, each with five boxes of nails in it." +"For example, imagine there are three lots of nails in the warehouse, and " +"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " +"five boxes of nails in it." msgstr "" -"Stellen Sie sich zum Beispiel vor, es gibt drei Lose von Nägeln im Lager. " -"Diese drei haben die folgenden Losnummern: :guilabel:`00001`, " -":guilabel:`00002`, :guilabel:`00003`, jede mit fünf Kisten Nägeln darin." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:58 -msgid "" -":guilabel:`00001` entered the stock on the 23rd of May, :guilabel:`00002` on" -" the 25th of May, and :guilabel:`00003` on the 1st of June. A customer " -"orders six boxes on the 11th of June. With the :abbr:`FIFO (First In, First " -"Out)` removal strategy selected, a transfer is requested for the five boxes " -"of :guilabel:`00001` and one of the boxes in :guilabel:`00002`, because " -":guilabel:`00001` entered the stock before the others. The box from " -":guilabel:`00002` is taken next because it has the oldest reception date " -"after :guilabel:`00001`." -msgstr "" -":guilabel:`00001` ging am 23. Mai, :guilabel:`00002` am 25. Mai und " -":guilabel:`00003` am 1. Juni ins Lager. Ein Kunde bestellt am 11. Juni sechs" -" Kisten. Mit der Entnahmestrategie :abbr:`FIFO (First In, First Out)` wird " -"ein Transfer für die fünf Kartons von :guilabel:`00001` und einen der " -"Kartons in :guilabel:`00002` angefordert, da :guilabel:`00001` vor den " -"anderen ins Lager kam. Die Kiste aus :guilabel:`00002` wird als nächstes " -"entnommen, da sie das älteste Eingangsdatum nach :guilabel:`00001` aufweist." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:65 -msgid "" -"So, for every order of a product with the :abbr:`FIFO (First In, First Out)`" -" strategy selected, Odoo requests a transfer for the products that have been" -" in the stock for the longest period." -msgstr "" -"So fordert Odoo bei jedem Auftrag eines Produkts mit der Strategie " -":abbr:`FIFO (First In, First Out)` einen Transfer für die Produkte an, die " -"sich am längsten im Lager befinden." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:69 -msgid "Last In, First Out (LIFO)" -msgstr "Last In, First Out (LIFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:71 -msgid "" -"Similar to :abbr:`FIFO (First In, First Out)`, the *Last In, First Out* " -"(LIFO) strategy moves products based on the date they entered the stock. " -"Here, a demand for some products triggers a removal rule that requests a " -"transfer for the lot/serial number that has entered the stock most recently." -msgstr "" -"Ähnlich wie bei :abbr:`FIFO (First In, First Out)` werden bei der Strategie " -"*Last In, First Out* (LIFO) Produkte auf der Grundlage des Datums, an dem " -"sie in den Bestand eingegangen sind, verschoben. In diesem Fall löst die " -"Nachfrage nach bestimmten Produkten eine Entnahmeregel aus, die einen " -"Transfer für die Los-/Seriennummer anfordert, das/die zuletzt in den Bestand" -" gelangt ist." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:76 -msgid "" -"For example, imagine there are three lots of screws in the warehouse. Those " -"three have the following numbers: :guilabel:`10001`, :guilabel:`10002`, and " -":guilabel:`10003`, each with 10 boxes of screws in it." -msgstr "" -"Stellen Sie sich zum Beispiel vor, es gibt drei Lose von Schrauben im Lager." -" Diese drei haben die folgenden Nummern: :guilabel:`00001`, " -":guilabel:`00002`, :guilabel:`00003`, jede mit 10 Kisten Schrauben darin." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:80 -msgid "" -":guilabel:`10001` entered the stock on the 1st of June, :guilabel:`10002` on" -" the 3rd of June, and :guilabel:`10003` on the 6th of June. A customer " -"orders seven boxes on the 8th of June. With the :abbr:`LIFO (Last In, First " -"Out)` removal strategy selected, a transfer is requested for seven boxes of " -":guilabel:`10003` because that lot is the last one to have entered the " -"stock." -msgstr "" -":guilabel:`10001` ging am 1. Juni, :guilabel:`10002` am 3. Juni und " -":guilabel:`10003` am 6. Juni in den Bestand ein. Ein Kunde bestellt am 8. " -"Juni sieben Kisten. Bei Auswahl der Entnahmestrategie :abbr:`LIFO (Last In, " -"First Out)` wird ein Transfer für sieben Kisten von :guilabel:`10003` " -"beantragt, da dieses Los als letzte in den Bestand eingegangen ist." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:85 -msgid "" -"Basically, for every order of a product with the :abbr:`LIFO (Last In, First" -" Out)` strategy used, a transfer for the last lot to have entered the stock " -"is requested." -msgstr "" -"Grundsätzlich wird bei jedem Auftrag eines Produktes mit der Strategie " -":abbr:`LIFO (Last In, First Out)` ein Transfer für das zuletzt in den " -"Bestand eingegangene Los angefordert." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:89 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` strategy is banned in many countries " -"and can lead to only having old or obsolete products in the stock." -msgstr "" -"Die Strategie :abbr:`LIFO (Last In, First Out)` ist in vielen Ländern " -"verboten und kann dazu führen, dass nur alte oder veraltete Produkte auf " -"Lager sind." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:93 -msgid "First Expire, First Out (FEFO)" -msgstr "First Expire, First Out (FEFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:95 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" -"Die Strategie *First Expired, First Out* (FEFO) unterscheidet sich ein wenig" -" von den beiden anderen Entnahmestrategien. Bei FEFO (First Expired, First " -"Out) ist das Verfallsdatum wichtig, nicht das Datum, an dem das Produkt in " -"den Bestand aufgenommen wurde." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:99 msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"<../../management/products/uom>`). Those three lots have the following " -"numbers: :guilabel:`20001`, :guilabel:`20002`, and :guilabel:`20003`, each " -"with five boxes in it." +"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " +"`00003` on June 1. A customer orders six boxes on June 11." msgstr "" -"Stellen Sie sich zum Beispiel vor, es gäbe drei Lose von Sechs-Eier-" -"Schachteln (vergessen Sie in diesem speziellen Fall nicht, " -":doc:`Maßeinheiten <../../management/products/uom>` zu verwenden). Diese " -"drei Lose haben die folgenden Nummern: :guilabel:`20001`, :guilabel:`20002` " -"und :guilabel:`20003`, jedes mit fünf Kisten darin." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:102 msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." +"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " +"request will pick the five boxes from lot `00001` first, and then from the " +"boxes in lot `00002`, since lot `00001` entered the stock first. The box " +"from lot `00002` is taken next because it has the oldest receipt date after " +"lot `00001`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"The detailed operations for the transfer shows the nail lots to be removed." msgstr "" -":guilabel:`20001` wurde am 1. Juli in den Bestand aufgenommen und läuft am " -"15. Juli ab, :guilabel:`20002` wurde am 2. Juli aufgenommen und läuft am 14." -" Juli ab, und :guilabel:`20003` wurde am 4. Juli aufgenommen und läuft am " -"21. Juli ab. Ein Kunde bestellt am 5. Juli sechs Kisten. Mit der Strategie " -":abbr:`FEFO (First Expired, First Out)` wird ein Transfer für die fünf " -"Kisten von :guilabel:`20002` und eine von :guilabel:`20001` angefordert. Der" -" Transfer für alle Kisten der Partie :guilabel:`20002` erfolgt, weil sie das" -" nächstliegende Verfallsdatum haben. Bei dem Transfer wird auch eine Kiste " -"aus :guilabel:`20001` angefordert, weil sie das nächstliegende Verfallsdatum" -" nach der Partie :guilabel:`20002` hat." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:112 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" -"Grundsätzlich wird bei jedem Verkaufsauftrag für ein Produkt mit der " -"Strategie :abbr:`FEFO (First Expired, First Out)` ein Transfer für das " -"Produkt angefordert, dessen Verfallsdatum dem Auftragsdatum am nächsten " -"liegt." +msgid "Last In, First Out (LIFO)" +msgstr "Last In, First Out (LIFO)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:117 -msgid "Closest Location" -msgstr "Nächstgelegener Standort" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:114 msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." +"Similar to the :abbr:`FIFO (First In, First Out)` method, the " +":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " +"on the date they entered a warehouse's stock. Instead of removing the oldest" +" stock on-hand, however, it targets the **newest** stock on-hand for " +"removal." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:118 +msgid "" +"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " +"method is placed, a transfer is created for the lot/serial number that has " +"most recently entered the stock (the **last** lot/serial number that entered" +" the warehouse's inventory)." msgstr "" -"Die Strategie *Nächstgelegener Standort* unterscheidet sich völlig von den " -"anderen Entnahmestrategien. Sie bezieht sich nicht auf das Datum des " -"Eingangs in das Lager, sondern auf den Ort, an dem sich das Produkt " -"befindet. Sie wird in der Regel für Produkte verwendet, die mit der Zeit " -"nicht verderben." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:123 msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:126 +msgid "" +"For example, imagine there are three lots of boxes of screws in the " +"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " +"`10003`, each with 10 boxes of screws per lot." msgstr "" -"Damit soll vermieden werden, dass der Lagerarbeiter einen langen Weg zum " -"unteren Ende des Lagers zurücklegen muss, wenn sich das Produkt auch an " -"einem nahe gelegenen Ort befindet. Diese Methode ist nur verfügbar, wenn die" -" Einstellung :guilabel:`Lagerorte` aktiviert ist. Der nächstgelegene " -"Lagerort ist derjenige, der in der alphabetischen Reihenfolge an erster " -"Stelle steht." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:129 -msgid "Use removal strategies" -msgstr "Entnahmestrategien verwenden" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:131 msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." +"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " +"`10003` on June 6. A customer orders seven boxes on June 8." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:132 +msgid "" +"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " +"requested for seven boxes of screws from lot `10003` because that lot is the" +" last one to have entered the stock." msgstr "" -"Um einige Einheiten von anderen zu unterscheiden, müssen die Einheiten " -"entweder nach *Los* oder nach *Seriennummer* verfolgt werden. Gehen Sie dazu" -" auf :menuselection:`Lager --> Konfiguration --> Einstellungen`. Aktivieren " -"Sie dann die Einstellungen :guilabel:`Lagerort`, :guilabel:`Mehrstufige " -"Routen` und :guilabel:`Los- & Seriennummern`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Features to enable in order to properly use removal strategies." -msgstr "" -"Zu aktivierende Funktionen, um Entnahmestrategien richtig zu verwenden." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:141 msgid "" -"To work with the :abbr:`FEFO (First Expired, First Out)` strategy, also " -"activate the :guilabel:`Expiration Dates` feature." +"The detailed operations shows which lots are being selected for the picking." msgstr "" -"Um mit der Strategie :abbr:`FEFO (First Expired, First Out)` zu arbeiten, " -"aktivieren Sie auch die Funktion :guilabel:`Ablaufdaten`." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:144 -msgid "" -"Next, go to :menuselection:`Inventory --> Configuration --> Product " -"Categories` to define the removal strategy on a product category." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:140 +msgid "First Expired, First Out (FEFO)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:142 +msgid "" +"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" +" Out)` methods target products for removal based on date of entry into the " +"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " +"products for removal based on their assigned expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:146 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " +"sales order that includes products with this removal strategy assigned " +"ensures that transfers are requested for products with the expiration date " +"soonest to the order date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:150 +msgid "" +"As an example, imagine there are three lots of six-egg boxes. Those three " +"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " +"with five boxes in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:153 +msgid "" +"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " +"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " +"and expires on July 21. A customer orders six boxes on July 5." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:157 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " +"requested for the five boxes from lot `20002` and one from lot `20001`. All " +"the boxes in lot `20002` are transferred because they have the earliest " +"expiration date. The transfer also requests one box from lot `20001` because" +" it has the next closest expiration date after lot `20002`." msgstr "" -"Gehen Sie dann auf :menuselection:`Lager --> Konfiguration --> " -"Produktkategorien`, um die Entnahmestrategie für eine Produktkategorie zu " -"definieren." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Force removal strategy set up as first in first out." -msgstr "Einstellung der „Entnahmestrategie erzwingen“ als First in First out." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:152 -msgid "FIFO (First In, First Out)" -msgstr "FIFO (First In, First Out)" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:154 -msgid "" -"As explained, a :abbr:`FIFO (First In, First Out)` removal strategy implies " -"that products stocked first move out first. Companies should use this method" -" if they are selling products with short demand cycles, such as clothes, and" -" to ensure they are not stuck with outdated styles in stock." +msgid "The detailed operations for the transfer shows the lots to be removed." msgstr "" -"Wie bereits erläutert, bedeutet eine Entnahmestrategie :abbr:`FIFO (First " -"In, First Out)`, dass Produkte, die zuerst eingelagert werden, zuerst aus " -"dem Lager gehen. Unternehmen sollten diese Methode anwenden, wenn sie " -"Produkte mit kurzen Bedarfszyklen verkaufen, wie z. B. Kleidung, und um " -"sicherzustellen, dass sie nicht mit veralteten Modellen auf Lager bleiben." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:158 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the :guilabel:`All/Clothes` category, where *FIFO* is set as the removal " -"strategy. In the stock location (:guilabel:`WH/Stock`), the user can find " -"the three lots available." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:167 +msgid "Using removal strategies" msgstr "" -"In diesem Beispiel gibt es drei Lose mit weißen Hemden. Die Hemden stammen " -"aus der Kategorie :guilabel:`Alle/Kleidung`, in der *FIFO* als " -"Entnahmestrategie eingestellt ist. Im Lagerort (:guilabel:`WH/Bestand`) kann" -" der Benutzer die drei verfügbaren Lose finden." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the white shirt lots inventory valuation." -msgstr "Ansicht der Bestandsbewertung der Lose für weiße Shirts." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:166 -msgid "" -"Lot :guilabel:`000001` contains five shirts, :guilabel:`000002` contains " -"three shirts, and :guilabel:`000003` contains two shirts." -msgstr "" -"Das Los :guilabel:`000001` enthält fünf Hemden, :guilabel:`000002` enthält " -"drei Hemden und :guilabel:`000003` enthält zwei Hemden." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:169 msgid "" -"As seen above, :guilabel:`000001` entered the stock first. Now, create a " -"sales order of six white shirts to check that those products from lot " -":guilabel:`000001` are the first ones to move out." +"To differentiate some units of products from others, the units need to be " +"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " +"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " +"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " +"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " +"save changes." msgstr "" -"Wie oben zu sehen ist, wurde :guilabel:`000001` als erstes in den Bestand " -"aufgenommen. Legen Sie nun einen Verkaufsauftrag über sechs weiße Hemden an," -" um zu prüfen, ob die Produkte aus dem Los :guilabel:`000001` als erste " -"auslaufen." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Traceability settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Warehouse settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:183 msgid "" -"On the delivery order linked to the picking, the oldest lot numbers should " -"have been reserved thanks to the :abbr:`FIFO (First In, First Out)` " +"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " +":guilabel:`Expiration Dates` setting needs to be activated as well. To " +"enable this, go to :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " +":guilabel:`Save` to save all changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:189 +msgid "" +"Now, specific removal strategies can be defined on product categories. To do" +" this, go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and choose a product category to define the removal strategy " +"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " "strategy." msgstr "" -"Auf dem Lieferauftrag, der mit der Kommissionierung verbunden ist, sollten " -"die ältesten Losnummern dank der FIFO-Strategie (First In, First Out) " -"reserviert sein." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Removal strategy on a product category." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:198 +msgid "" +"To view all products with lots/serial numbers assigned to them, navigate to " +":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " +"reveals a page with drop-down menus of all products assigned lots or serial " +"numbers, filtered by *product* by default. To change the category these " +"products are filtered by, click :guilabel:`Product` (in the search bar, in " +"the top right of the page) to remove the default filter, and select a new " +"filter if desired." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" +"numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:209 +msgid "" +"To view the serial numbers being selected for a sales order, go to the " +":guilabel:`Sales app` and select the sales order in question. In the sales " +"order, click the :guilabel:`Delivery` smart button in the top right. In the " +":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " +"icon in the far right for the product in question. The :guilabel:`Detailed " +"Operations` window appears, and displays the lot or serial numbers selected " +"for that specific product for the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:217 +msgid "FIFO (First In, First Out)" +msgstr "FIFO (First In, First Out)" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:219 +msgid "" +"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " +"products which enter a warehouse's stock first are removed first. Companies " +"should use this method if they are selling products with short demand " +"cycles, such as clothes, to ensure they are not stuck with outdated styles " +"in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:224 +msgid "" +"In this example, there are three lots of white shirts. The shirts are from " +"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " +"the :guilabel:`Inventory Valuation Report`, the three different receipts are" +" listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "View of the lots of white shirts in the inventory valuation report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:232 +msgid "" +"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " +"lot `000003` contains two shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:235 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:242 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the oldest lot numbers will be reserved thanks to" +" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " +"`000001` and one shirt from lot `000002` will be selected to be sent to the " +"customer." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for a sales order with the FIFO strategy." @@ -13994,203 +14488,206 @@ msgstr "" "Zwei Lose werden für einen Verkaufsauftrag mit der FIFO-Strategie " "reserviert." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:252 msgid "LIFO (Last In, First Out)" msgstr "LIFO (Last In, First Out)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:254 msgid "" -"With a *LIFO* strategy, that's quite the opposite. In fact, the products " -"that are received last move out first. :abbr:`LIFO (Last In, First Out)` is " -"mostly used for products without a shelf life." +"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " +"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " +"With this method, the products that are received **last** are moved out " +"first. This method is mostly used for products without a shelf life, and no " +"time-sensitive factors, such as expiration dates." msgstr "" -"Bei einer *LIFO*-Strategie ist das Gegenteil der Fall. Die Produkte, die " -"zuletzt eingehen, gehen zuerst raus. :abbr:`LIFO (Last In, First Out)` wird " -"meist für Produkte ohne Haltbarkeitsdatum verwendet." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:259 msgid "" -"In this example, let's use the white shirts again to test the :abbr:`LIFO " -"(Last In, First Out)` strategy. First, open the product category via " -":menuselection:`Inventory --> Configuration --> Product Categories` and " -"change the removal strategy to :abbr:`LIFO (Last In, First Out)`." +"In this example, there are three lots of cinder blocks. The blocks are from " +"the *All/Building Materials* category, where *FIFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." msgstr "" -"In diesem Beispiel wollen wir wieder die weißen Hemden verwenden, um die " -"Strategie :abbr:`LIFO (Last In, First Out)` zu testen. Öffnen Sie zunächst " -"die Produktkategorie über :menuselection:`Lager --> Konfiguration --> " -"Produktkategorien` und ändern Sie die Entnahmestrategie auf :abbr:`LIFO " -"(Last In, First Out)`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Last in first out strategy set up as forced removal strategy." +msgid "View of the lots of cinder blocks in the inventory valuation report." msgstr "" -"Die „Last in first out“-Strategie wurde als „Entnahmestrategie erzwingen“ " -"eingeführt." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:267 msgid "" -"Then, create a sales order for four white shirts and check that the reserved" -" products are from lots :guilabel:`000003` and :guilabel:`000002`." +"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" +" blocks, and lot `0000400` contains four cinder blocks." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:270 +msgid "" +"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " +"navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (for this example, the " +":guilabel:`All/Building Materials` category) to edit. This reveals a product" +" category form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:275 +msgid "" +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " +"Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "Last in first out (LIFO) strategy set up as forced removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:282 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:289 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the newest lot numbers will be reserved thanks to" +" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" +" lot `0000400` and one cinder block from lot `000030` will be selected to be" +" sent to the customer." msgstr "" -"Legen Sie dann einen Verkaufsauftrag für vier weiße Hemden an und prüfen " -"Sie, ob die reservierten Produkte aus den Losen :guilabel:`000003` und " -":guilabel:`000002` stammen." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for sale with the LIFO strategy." msgstr "Zwei Lose werden für einen Verkauf mit der LIFO-Strategie reserviert." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:201 -msgid "" -"Don't forget that the :abbr:`LIFO (Last In, First Out)` strategy is banned " -"in many countries!" -msgstr "" -"Vergessen Sie nicht, dass die Strategie :abbr:`LIFO (Last In, First Out)` in" -" vielen Ländern verboten ist!" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:204 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:301 msgid "FEFO (First Expired, First Out)" msgstr "FEFO (First Expired, First Out)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:303 msgid "" -"With the :abbr:`FEFO (First Expired, First Out)` removal strategy, the way " -"products are picked is not based on the reception date. In this particular " -"case, they are dispatched according to their expiration date." +"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " +"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" +" strategies, because it targets products for removal based on **expiration " +"dates** instead of their warehouse receipt dates. With this method, the " +"products that are going to expire first are moved out first. This method is " +"used for perishable products, such as medicine, food, and beauty products." msgstr "" -"Bei der Entnahmestrategie :abbr:`FEFO (First Expired, First Out)` richtet " -"sich die Kommissionierung der Produkte nicht nach dem Eingangsdatum. In " -"diesem besonderen Fall werden sie nach ihrem Verfallsdatum versandt." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:309 msgid "" -"For have more information about expiration dates, please have a look at " -":doc:`the related doc " -"<../../management/lots_serial_numbers/expiration_dates>`." +"Lots are picked based on their **removal date** from earliest to latest. " +"Removal dates indicate how many days *before* the expiration date the " +"product needs to be removed from stock. The removal date is set on the " +"product form. Lots without a removal date defined are picked after lots with" +" removal dates." msgstr "" -"Weitere Informationen zu Ablaufdaten finden Sie im Dokument " -"<../../management/lots_serial_numbers/expiration_dates>\"." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:315 msgid "" -"By activating the :guilabel:`Expiration Dates` feature, it becomes possible " -"to define different expiration dates on the serial/lot numbers that will be " -"used in :abbr:`FEFO (First Expired, First Out)`. These expiration dates can " -"be set by going to :menuselection:`Inventory --> Products --> Lots/Serial " -"Numbers`." +"If products are not removed from stock when they should be, lots that are " +"past the expiration date may still be picked for delivery orders!" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:319 +msgid "" +"For more information about expiration dates, reference the :doc:`Expiration " +"dates " +"`" +" document." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:323 +msgid "" +"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " +"and ensure :guilabel:`Expiration Dates` is enabled. Once the " +":guilabel:`Expiration Dates` setting is enabled, it's possible to define " +"different expiration dates for individual serialized products, as well as " +"for lot numbers containing many products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:328 +msgid "" +"In this example, there are three lots of hand cream. The creams are from the" +" *All/Health & Beauty* category, where *FEFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:332 +msgid "" +"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " +"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" +" `0000003` contains ten tubes of hand cream, expiring on October 31." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"View the hand cream lot numbers and expiration dates in the inventory " +"report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:340 +msgid "" +"Expiration dates can be entered when validating the received products, or " +"set on products by going to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" +" select the product from the drop-down menu. Next, select the expiration " +"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." msgstr "" -"Durch die Aktivierung der Funktion :guilabel:`Ablaufdaten` ist es möglich, " -"verschiedene Verfallsdaten für die Serien-/Losnummern zu definieren, die in " -":abbr:`FEFO (First Expired, First Out)` verwendet werden. Diese " -"Verfallsdaten können unter :menuselection:`Lager --> Produkte --> " -"Los-/Seriennummern` eingestellt werden." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "View of the removal date for 0000001." msgstr "Ansicht des Entnahmedatums für 0000001." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:349 msgid "" -"Lots are picked based on their removal date, from earliest to latest. Lots " -"without a removal date defined are picked after lots with removal dates." +"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" +" navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (in this example, the " +":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " +"category form." msgstr "" -"Die Lose werden auf der Grundlage ihres Entnahmedatums ausgewählt, und zwar " -"vom frühesten bis zum spätesten. Lose ohne definiertes Entnahmedatum werden " -"nach Losen mit Entnahmedatum kommissioniert." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:227 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:354 msgid "" -"Other dates are for informational and reporting purposes only. If not " -"removed from the stock, lots that are past the expiration dates may still be" -" picked for delivery orders!" +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," +" First Out)`." msgstr "" -"Andere Daten dienen nur zu Informations- und Berichtszwecken. Wenn sie nicht" -" aus dem Lager entfernt werden, können Lose, die das Verfallsdatum " -"überschritten haben, noch für Lieferaufträge kommissioniert werden!" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:230 -msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` strategy, go to " -":menuselection:`Inventory --> Configuration --> Product Categories` and set " -":abbr:`FEFO (First Expired, First Out)` in the :guilabel:`Force Removal " -"Strategy` field." -msgstr "" -"Um die Strategie :abbr:`FEFO (First Expired, First Out)` zu verwenden, gehen" -" Sie auf :menuselection:`Lager --> Konfiguration --> Produktkategorien` und " -"setzen :abbr:`FEFO (First Expired, First Out)` in das Feld " -":guilabel:`Entnahmestrategie erzwingen`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the FEFO strategy being set up as forced removal strategy." +msgid "FEFO forced removal strategy set on the product category." msgstr "" -"Ansicht der FEFO-Strategie, die als erzwungene Entnahmestrategie eingestellt" -" wurde." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:361 msgid "" -"For this particular case, the stock has hand cream. There are three lots of " -"them." +"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " +"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" +" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " +"the drop-down menu, or type in the name of the product in the field. Enter a" +" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" +" click :guilabel:`Save`, then click :guilabel:`Confirm`." msgstr "" -"In diesem speziellen Fall handelt es sich um Handcreme. Es gibt drei Lose " -"davon." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Lot / Serial No**" -msgstr "**Los-/Seriennr.**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Product**" -msgstr "**Produkt**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Expiration Date**" -msgstr "**Ablaufdatum**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "0000001" -msgstr "0000001" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "Hand Cream" -msgstr "Handcreme" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "09/30/2019" -msgstr "09/30/2019" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "0000002" -msgstr "0000002" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "11/30/2019" -msgstr "11/30/2019" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "0000003" -msgstr "0000003" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "10/31/2019" -msgstr "10/31/2019" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:250 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:368 msgid "" -"When a sales order for 25 units of Hand Cream is created, Odoo automatically" -" reserves the lots with the closest expiration date, :guilabel:`0000001` and" -" :guilabel:`0000003`." +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the lot numbers expiring first will be reserved " +"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " +"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " +"selected to be sent to the customer, detailed in the :guilabel:`Detailed " +"Operations` tab in the sales order." msgstr "" -"Wenn ein Verkaufsauftrag über 25 Stück Handcreme erstellt wird, reserviert " -"Odoo automatisch die Lose mit dem nächstgelegenen Ablaufdatum, " -":guilabel:`0000001` und :guilabel:`0000003`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Two hand cream lots reserved for sell with the FEFO strategy." +msgid "Hand cream lot numbers selected for the sales order." msgstr "" -"Zwei Lose Handcreme werden für einen Verkauf mit der FEFO-Strategie " -"reserviert." #: ../../content/applications/inventory_and_mrp/inventory/shipping.rst:5 msgid "Shipping" @@ -17221,17 +17718,6 @@ msgstr "" "die im Rahmen eines Fertigungsauftrags ausrangiert werden können, hängt von " "der Phase des Fertigungsprozesses ab." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 -msgid "" -"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " -"Operations --> Scrap`. Each scrap order shows the date and time the order " -"was created, along with the product and quantity that was scrapped." -msgstr "" -"Ausschussaufträge können Sie einsehen, indem Sie zu :menuselection:`Lager " -"--> Vorgänge --> Ausschuss` navigieren. Jeder Ausschussauftrag zeigt das " -"Datum und die Uhrzeit an, zu der der Auftrag erstellt wurde, sowie das " -"Produkt und die Menge, die verschrottet wurde." - #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:23 msgid "" "To view the total quantity of each item scrapped, navigate to " @@ -18005,7 +18491,7 @@ msgstr "" msgid "Use the Master Production Schedule" msgstr "Den Produktionszeitplan verwenden" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:5 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:7 msgid "" "The Master Production Schedule (MPS) is a valuable tool to plan your " "production based on your demand forecast." @@ -18014,7 +18500,7 @@ msgstr "" " Instrument zur Planung Ihrer Produktion auf der Grundlage Ihrer " "Bedarfsprognose." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:13 msgid "" "Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` " "and activate the Master Production Schedule feature before hitting save." @@ -18023,7 +18509,7 @@ msgstr "" "Einstellungen` und aktivieren Sie die Funktion Produktionszeitplan, bevor " "Sie auf Speichern klicken." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:17 msgid "" "In the MPS settings, you can define the time range of your MPS " "(month/week/day) and the number of periods you want to display at all times." @@ -18032,7 +18518,7 @@ msgstr "" "(Monat/Woche/Tag) und die Anzahl der Perioden, die Sie jederzeit anzeigen " "möchten, festlegen." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:18 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:20 msgid "" "Now, go to :menuselection:`Planning --> Master Production Schedule` and " "click on *add a product*. You can now define your safety stock target (= the" @@ -18045,7 +18531,7 @@ msgstr "" "haben möchten) und die Mindest- und Höchstmengen, die in jedem Zeitraum " "aufgefüllt werden müssen oder können, festlegen." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:26 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:28 msgid "" "In the MPS view, you can decide which information you would like to display " "by clicking on *rows*. For instance, the *Actual demand* will show you which" @@ -18061,11 +18547,11 @@ msgstr "" "kann (was Sie auffüllen wollen - was im Zeitraum bereits verkauft wurde). " "Sie können auch Zeilen ausblenden, wenn Sie möchten." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 msgid "Estimate your demand and launch replenishment" msgstr "Ihren Bestand schätzen und Auffüllung starten" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:40 msgid "" "The next step is to estimate the demand for the chosen period. This is done " "in the *Forecasted Demand* Row. You can easily, at any time, compare the " @@ -18079,7 +18565,7 @@ msgstr "" "bestätigte Verkäufe) vergleichen. Die Bedarfsprognose für ein Endprodukt " "wirkt sich auf den indirekten Bedarf nach seinen Komponenten aus" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:48 msgid "" "Once the forecasted demand has been set, the quantity to replenish for the " "different periods will automatically be computed. The replenishments you are" @@ -18094,7 +18580,7 @@ msgstr "" " dann in grün angezeigt. Sie können nun die Auffüllung starten, indem Sie " "auf die Schaltfläche Auffüllen klicken." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:52 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:54 msgid "" "Depending on the configuration of the product (buy vs. manufacture), " "requests for quotations or manufacturing orders will be created. You can " @@ -18105,7 +18591,7 @@ msgstr "" " einfach zugreifen, indem Sie auf die Zelle *Tatsächliche Auffüllung* " "klicken." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:61 msgid "" "In case you manually edit the *Suggested Replenishment* quantity, a small " "cross will appear on the left hand side of the cell. In case you want to go " @@ -18117,11 +18603,11 @@ msgstr "" "automatisch berechneten Wert zurückkehren möchten, klicken Sie einfach auf " "das Kreuz." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 msgid "Cells color signification" msgstr "Bedeutung der Zellenfarbe" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:69 msgid "" "The cells, which are part of the *Suggested Replenishment* line, can take " "different colors depending on the situation:" @@ -18129,7 +18615,7 @@ msgstr "" "Die Zellen, die Teil der Zeile *Vorgeschlagene Auffüllung* sind, können je " "nach Situation unterschiedliche Farben annehmen:" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:70 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 msgid "" "**Green**: quantity of products which should be replenished to reach the " "expected safety stock considering the demand forecast and the indirect " @@ -18139,7 +18625,7 @@ msgstr "" "erwarteten Sicherheitsbestand unter Berücksichtigung der Bedarfsprognose und" " der indirekten Bedarfsprognose zu erreichen." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 msgid "" "**Grey**: replenishment order has already been generated, and its quantity " "still matches current data." @@ -18147,7 +18633,7 @@ msgstr "" "**Grau**: Der Auffüllauftrag wurde bereits erstellt, und seine Menge " "entspricht noch den aktuellen Daten." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 msgid "" "**Red**: replenishment order has already been generated, and its quantity " "was too high considering current data." @@ -18155,7 +18641,7 @@ msgstr "" "**Rot**: Der Auffüllauftrag wurde bereits erstellt, und seine Menge war " "angesichts der aktuellen Daten zu hoch." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 msgid "" "**Orange**: replenishment order has already been generated, and its quantity" " was too low considering current data." @@ -18163,7 +18649,7 @@ msgstr "" "**Orange**: Der Auffüllauftrag wurde bereits erstellt, und seine Menge war " "angesichts der aktuellen Daten zu niedrig." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:80 msgid "" "The *Forecasted stock* line can also contain red cells, which means the " "stock will be negative during the period in question." @@ -18171,11 +18657,11 @@ msgstr "" "Die Zeile *Prognostizierter Bestand* kann auch rote Zellen enthalten, was " "bedeutet, dass der Bestand in dem betreffenden Zeitraum negativ sein wird." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 msgid "What if I have underestimated the demand?" msgstr "Was, wenn ich den Bedarf unterschätze?" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:86 msgid "" "You can still increase the demand forecast. It will impact the quantity to " "replenish. The cell will become orange, and you’ll be able to launch a new " @@ -18185,11 +18671,11 @@ msgstr "" "aufzufüllende Menge. Die Zelle wird orange, und Sie können eine neue " "Auffüllung starten." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 msgid "What if I have overestimated the demand?" msgstr "Was, wenn ich den Bedarf überschätze?" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:93 msgid "" "You can decrease the demand forecast. The cell will become red to inform you" " that you’ve ordered more than planned. If you’re still able to do it, you " @@ -18200,11 +18686,11 @@ msgstr "" "dazu noch in der Lage sind, können Sie einige Anfragen oder FA manuell " "stornieren." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 msgid "What if I wrongly added a product to the MPS?" msgstr "Was, wenn ich ein Produkt fälschlicherweise zum MPS hinzugefügt habe?" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:100 msgid "" "You can easily remove a product from the MPS by clicking the small bin on " "the right of its name." @@ -18294,11 +18780,11 @@ msgstr "" "Ein Beispiel für ein vollständig konfiguriertes Formular für ein " "Arbeitsplatz." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 msgid "Set standards for work center productivity" msgstr "Standards für die Produktivität eines Arbeitsplatzes festlegen" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:40 msgid "" "The :guilabel:`General Information` tab on the work center form allows for " "productivity goals to be assigned to a work center:" @@ -18306,7 +18792,7 @@ msgstr "" "im Reiter :guilabel:`Allgemeine Informationen` des Arbeitsplatzformulars " "können Sie einem Arbeitsplatz Produktivitätsziele zuweisen:" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:43 msgid "" ":guilabel:`Time Efficiency`: used to calculate the expected duration of a " "work order at the work center; for example, if a work order normally takes " @@ -18318,7 +18804,7 @@ msgstr "" "beispielsweise normalerweise eine Stunde dauert und die Effizienz auf 200 % " "eingestellt ist, wird der Arbeitsauftrag 30 Minuten dauern" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:44 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 msgid "" ":guilabel:`Capacity`: the number of operations that can be performed at the " "work center simultaneously" @@ -18326,23 +18812,23 @@ msgstr "" ":guilabel:`Kapazität`: Die Anzahl der Vorgänge, die an dem Arbeitsplatz " "gleichzeitig ausgeführt werden können" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 msgid ":guilabel:`OEE Target`: the target for efficiency at the work center" msgstr ":guilabel:`GAE-Ziel`: das Ziel für die Effizienz am Arbeitsplatz" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:47 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 msgid "" ":guilabel:`Setup Time`: time required to set up the work center before work " "can commence" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 msgid "" ":guilabel:`Cleanup Time`: time required to clean the work center after work " "is finished" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:51 msgid "" ":guilabel:`Cost per hour`: the cost of operating the work center for one " "hour" @@ -18350,7 +18836,7 @@ msgstr "" ":guilabel:`Kosten pro Stunde`: die Kosten für den Betrieb des Arbeitsplatzes" " für eine Stunde" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:52 msgid "" ":guilabel:`Analytic Account`: the account where the cost of the work center " "should be recorded" @@ -18363,11 +18849,11 @@ msgid "The general information tab of the work center form." msgstr "" "Der Reiter Allgemeine Informationen des Formulars für den Arbeitsplatz." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:57 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 msgid "Assign equipment to a work center" msgstr "Einem Arbeitsplatz Ausrüstung zuweisen" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:61 msgid "" "Using the :guilabel:`Equipment` tab, it is possible for specific pieces of " "equipment to be assigned to a work center. The following information will be" @@ -18377,23 +18863,23 @@ msgstr "" "Geräte zuweisen. Die folgenden Informationen werden für jede hinzugefügte " "Ausrüstung angezeigt:" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:62 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 msgid ":guilabel:`Equipment Name`: the name of the piece of equipment" msgstr ":guilabel:`Name der Ausrüstung`: der Name des Geräts" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:63 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 msgid "" ":guilabel:`Technician`: the technician responsible for servicing the " "equipment" msgstr "" ":guilabel:`Techniker`: der für die Wartung des Geräts zuständige Techniker" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:66 msgid ":guilabel:`Equipment Category`: the category the equipment belongs to" msgstr "" ":guilabel:`Ausrüstungskategorie`: die Kategorie, zu der das Gerät gehört" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 msgid "" ":guilabel:`MTBF`: mean time between failures; the average time that the " "piece of equipment will operate before failing" @@ -18401,7 +18887,7 @@ msgstr "" ":guilabel:`MTBF`: Mittlere Betriebsdauer zwischen Ausfällen; die " "durchschnittliche Zeit, die ein Gerät in Betrieb ist, bevor es ausfällt" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 msgid "" ":guilabel:`MTTR`: mean time to recovery; the average time it takes for the " "equipment to become fully operational again" @@ -18410,7 +18896,7 @@ msgstr "" "durchschnittliche Zeit, die es dauert, bis das Gerät wieder voll " "einsatzfähig ist" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:71 msgid "" ":guilabel:`Est. Next Failure`: an estimate of when the next equipment " "failure will occur" @@ -18422,7 +18908,7 @@ msgstr "" msgid "The equipment tab of the work center form." msgstr "Der Reiter Ausrüstung des Formulars für den Arbeitsplatz." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:78 msgid "" ":guilabel:`MTBF`, :guilabel:`MTTR`, and :guilabel:`Est. Next Failure` are " "all calculated automatically based on past failure data, if any exists." @@ -18431,11 +18917,11 @@ msgstr "" "werden alle automatisch auf der Grundlage von Daten über frühere Ausfälle " "berechnet, sofern solche vorhanden sind." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 msgid "Integrate IoT devices" msgstr "IoT-Geräte integrieren" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:86 msgid "" "The :guilabel:`IoT Triggers` tab enables the integration of :abbr:`IoT " "(Internet of Things)` devices with a work center:" @@ -18443,15 +18929,15 @@ msgstr "" "Der Reiter :guilabel:`IoTAuslöser` ermöglicht die Integration von :abbr:`IoT" " (Internet of Things)`-Geräten mit einem Arbeitsplatz:" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 msgid ":guilabel:`Device`: specifies the IoT device to be triggered" msgstr ":guilabel:`Gerät`: gibt das IoT-Gerät an, das ausgelöst werden soll" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:88 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:90 msgid ":guilabel:`Key`: the security key for the device" msgstr ":guilabel:`Schlüssel`: der Sicherheitsschlüssel für das Gerät" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:91 msgid ":guilabel:`Action`: the IoT device action triggered" msgstr ":guilabel:`Aktion`: die ausgelöste Aktion für das IoT-Gerät" @@ -18459,11 +18945,11 @@ msgstr ":guilabel:`Aktion`: die ausgelöste Aktion für das IoT-Gerät" msgid "The IoT Triggers tab of the work center form." msgstr "Der Reiter IoT-Auslöser des Formulars für den Arbeitsplatz." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 msgid "Use case: configure an alternative work center" msgstr "Anwendungsfall: einen alternativen Arbeitsplatz konfigurieren" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:100 msgid "" "When a work center is at capacity, it cannot accept any new work orders. " "Instead of waiting for the work center to become available, it is possible " @@ -18475,7 +18961,7 @@ msgstr "" "können Sie einen alternativen Arbeitsplatz angeben, an dem überschüssige " "Arbeitsaufträge ausgeführt werden sollen." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:102 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:104 msgid "" "Begin by creating a new work center. Configure the :guilabel:`Equipment` tab" " so that it has all of the same equipment as the main work center. This will" @@ -18490,7 +18976,7 @@ msgstr "" "Sie zum Hauptarbeitsplatz und fügen Sie den neuen Arbeitsplatz in das " "Auswahlfeld :guilabel:`Alternative Arbeitsplätze` ein." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:107 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:109 msgid "" "Now, create a new manufacturing order that uses the main work center for one" " of its operations. The main work center will automatically be selected for " @@ -18511,7 +18997,7 @@ msgstr "" "Klicken Sie auf die Schaltfläche Planen, um automatisch einen verfügbaren " "Arbeitsplatz auszuwählen." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:116 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:118 msgid "" "If the main work center is at capacity, the work center selected for the " "operation will be automatically changed to the alternative work center." @@ -18524,11 +19010,11 @@ msgstr "" msgid "The alternative work center is automatically selected." msgstr "Der alternative Arbeitsplatz wird automatisch ausgewählt." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:124 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 msgid "Monitor work center performance" msgstr "Leistung des Arbeitsplatzes überwachen" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:128 msgid "" "Performance for an individual work center can be viewed by selecting " ":menuselection:`Configuration --> Work Centers`, and clicking on a work " @@ -18540,7 +19026,7 @@ msgstr "" "einen Arbeitsplatz klicken. Oben rechts im Formular finden Sie eine Reihe " "von Werten, die die Leistung des Arbeitsplatzes anzeigen:" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:130 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 msgid "" ":guilabel:`OEE`: overall effective efficiency, the percentage of time that " "the work center has been fully productive" @@ -18548,13 +19034,13 @@ msgstr "" ":guilabel:`GAE`: Gesamtanlageneffektivität, der Prozentsatz der Zeit, in der" " der Arbeitsplatz voll produktiv war" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 msgid ":guilabel:`Lost`: the amount of time lost due to work stoppages" msgstr "" ":guilabel:`Verloren`: die Zeit, die aufgrund von Arbeitsunterbrechungen " "verloren geht" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:133 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:135 msgid "" ":guilabel:`Load`: the amount of time it will take to complete the current " "workload" @@ -18562,7 +19048,7 @@ msgstr "" ":guilabel:`Auslastung`: die Zeit, die benötigt wird, um die aktuelle " "Arbeitslast zu bewältigen" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:136 msgid "" ":guilabel:`Performance`: the real duration of work time, shown as a " "percentage of the expected duration" diff --git a/locale/de/LC_MESSAGES/productivity.po b/locale/de/LC_MESSAGES/productivity.po index 7aee8aae1..2c1ebece5 100644 --- a/locale/de/LC_MESSAGES/productivity.po +++ b/locale/de/LC_MESSAGES/productivity.po @@ -6,6 +6,7 @@ # Translators: # Friederike Fasterling-Nesselbosch, 2022 # Martin Trigaux, 2023 +# Wil Odoo, 2023 # Larissa Manderfeld, 2023 # #, fuzzy @@ -13,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" "Last-Translator: Larissa Manderfeld, 2023\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -669,33 +670,13 @@ msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:106 msgid "" -"After one user syncs their Outlook calendar to the Odoo database, unwanted " -"email notifications are unavoidable because the first synchronized user's " -"events will be in the Odoo Calendar. If the Odoo database is shared amongst " -"multiple users, and another user wants to sync their Outlook calendar with " -"Odoo Calendar, Outlook will again pull the existing Odoo Calendar events " -"during the sync and treat them as new events, causing Outlook to send email " -"invitations to all event attendees." -msgstr "" -"Nachdem ein Benutzer seinen Outlook-Kalender mit der Odoo-Datenbank " -"synchronisiert hat, sind unerwünschte E-Mail-Benachrichtigungen " -"unvermeidlich, da die Ereignisse des ersten synchronisierten Benutzers im " -"Odoo-Kalender enthalten sind. Wenn die Odoo-Datenbank von mehreren Benutzern" -" gemeinsam genutzt wird und ein weiterer Benutzer seinen Outlook-Kalender " -"mit dem Odoo-Kalender synchronisieren möchte, zieht Outlook während der " -"Synchronisierung erneut die vorhandenen Odoo-Kalender-Ereignisse heran und " -"behandelt sie als neue Ereignisse, was dazu führt, dass Outlook E-Mail-" -"Einladungen an alle Teilnehmer der Veranstaltung versendet." - -#: ../../content/applications/productivity/calendar/outlook.rst:113 -msgid "" "In summary, once a user synchronizes their Outlook calendar with the Odoo " "calendar:" msgstr "" "Zusammengefasst: Sobald ein Benutzer seinen Outlook-Kalender mit dem Odoo-" "Kalender synchronisiert hat, ist Folgendes möglich:" -#: ../../content/applications/productivity/calendar/outlook.rst:115 +#: ../../content/applications/productivity/calendar/outlook.rst:108 msgid "" "Creating an event in Odoo causes Outlook to send an invitation to all event " "attendees." @@ -703,7 +684,7 @@ msgstr "" "Wenn Sie eine Veranstaltung in Odoo erstellen, sendet Outlook eine Einladung" " an alle Teilnehmer der Veranstaltung." -#: ../../content/applications/productivity/calendar/outlook.rst:116 +#: ../../content/applications/productivity/calendar/outlook.rst:109 msgid "" "Deleting an event in Odoo causes Outlook to send a cancellation to all event" " attendees." @@ -711,7 +692,7 @@ msgstr "" "Wenn Sie eine Veranstaltung in Odoo löschen, sendet Outlook eine Stornierung" " an alle Teilnehmer der Veranstaltung." -#: ../../content/applications/productivity/calendar/outlook.rst:117 +#: ../../content/applications/productivity/calendar/outlook.rst:110 msgid "" "Unarchiving an event in Odoo causes Outlook to send an invitation to all " "event attendees." @@ -719,7 +700,7 @@ msgstr "" "Wenn Sie die Archivierung einer Veranstaltung in Odoo aufheben, sendet " "Outlook eine Einladung an alle Teilnehmer der Veranstaltung." -#: ../../content/applications/productivity/calendar/outlook.rst:118 +#: ../../content/applications/productivity/calendar/outlook.rst:111 msgid "" "Archiving an event in Odoo causes Outlook to send a cancellation to all " "event attendees." @@ -727,7 +708,7 @@ msgstr "" "Wenn Sie eine Veranstaltung in Odoo archivieren, sendet Outlook eine " "Stornierung an alle Teilnehmer der Veranstaltung." -#: ../../content/applications/productivity/calendar/outlook.rst:119 +#: ../../content/applications/productivity/calendar/outlook.rst:112 msgid "" "Adding a contact to an event causes Outlook to send an invitation to all " "event attendees." @@ -735,7 +716,7 @@ msgstr "" "Wenn Sie in Odoo einer Veranstaltung einen Kontakt hinzufügen, sendet " "Outlook eine Einladung an alle Teilnehmer der Veranstaltung." -#: ../../content/applications/productivity/calendar/outlook.rst:120 +#: ../../content/applications/productivity/calendar/outlook.rst:113 msgid "" "Removing a contact from an event causes Outlook to send a cancellation to " "all event attendees." @@ -743,11 +724,11 @@ msgstr "" "Wenn Sie in Odoo einen Kontakt aus einer Veranstaltung entfernen, sendet " "Outlook eine Stornierung an alle Teilnehmer der Veranstaltung." -#: ../../content/applications/productivity/calendar/outlook.rst:123 +#: ../../content/applications/productivity/calendar/outlook.rst:116 msgid "Sync Odoo Calendar and Outlook" msgstr "Odoo-Kalender und Ourlook synchronisieren" -#: ../../content/applications/productivity/calendar/outlook.rst:125 +#: ../../content/applications/productivity/calendar/outlook.rst:118 msgid "" "In the Odoo database, go to the :guilabel:`Calendar` module and click the " ":guilabel:`Outlook` sync button. The page will redirect to a Microsoft login" @@ -764,7 +745,7 @@ msgstr "" msgid "The \"Outlook\" sync button in Odoo Calendar." msgstr "Die Schaltfläche zum Synchronisieren von „Outlook“ in Odoo-Kalender" -#: ../../content/applications/productivity/calendar/outlook.rst:133 +#: ../../content/applications/productivity/calendar/outlook.rst:126 msgid "" "The synchronization is a two-way process, meaning that events are reconciled" " in both accounts (Outlook and Odoo)." @@ -772,7 +753,7 @@ msgstr "" "Die Synchronisierung erfolgt in beide Richtungen, d. h. die Ereignisse " "werden in beiden Konten (Outlook und Odoo) abgeglichen." -#: ../../content/applications/productivity/calendar/outlook.rst:137 +#: ../../content/applications/productivity/calendar/outlook.rst:130 msgid "" "All users that want to use the synchronization simply need to :ref:`sync " "their calendar with Outlook `. The configuration of " @@ -782,11 +763,11 @@ msgid "" "for their internal and external users." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:144 +#: ../../content/applications/productivity/calendar/outlook.rst:137 msgid ":doc:`../mail_plugins/outlook`" msgstr ":doc:`../mail_plugins/outlook`" -#: ../../content/applications/productivity/calendar/outlook.rst:145 +#: ../../content/applications/productivity/calendar/outlook.rst:138 msgid ":doc:`google`" msgstr ":doc:`google`" @@ -1210,7 +1191,7 @@ msgid "View of the contacts’ status for Odoo Discuss" msgstr "Ansicht des Status der Kontakte in Odoo Dialog" #: ../../content/applications/productivity/discuss/overview/get_started.rst:97 -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:65 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:250 msgid ":doc:`team_communication`" msgstr ":doc:`team_communication`" @@ -1219,128 +1200,429 @@ msgid ":doc:`/applications/general/email_communication/email_servers`" msgstr ":doc:`/applications/general/email_communication/email_servers`" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:3 -msgid "Get Organized by Planning Activities" -msgstr "Organisation durch Planen von Aktivitäten" +msgid "Activities" +msgstr "Aktivitäten" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:5 msgid "" -"When you plan activities you minimize the risk of uncertainties, as you " -"provide clear directions for the course of your next action. In addition to " -"that, you do not leave space for wasteful activities and reduce the chance " -"of having overlapping actions between team members." +"*Activities* are follow-up tasks tied to a record in an Odoo database. " +"Activities can be scheduled on any page of the database that contains a " +"chatter thread, kanban view, list view, or activities view of an " +"application." msgstr "" -"Wenn Sie Aktivitäten planen, minimieren Sie das Risiko von Ungewissheiten, " -"da Sie klare Anweisungen für den Verlauf Ihrer nächsten Aktion geben. " -"Außerdem lassen Sie keinen Raum für überflüssige Aktivitäten und verringern " -"die Gefahr von Überschneidungen zwischen den Teammitgliedern." #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:10 -msgid "Where do I see my schedule activities?" -msgstr "Wo sehe ich meine geplanten Aktivitäten?" +msgid "Schedule activities" +msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:12 msgid "" -"Access and manage your activities wherever you are in Odoo by the " -"*Activities* menu." +"One way that activities are created is by clicking the :guilabel:`Schedule " +"Activity` button, located at the top of the *chatter* on any record. On the " +"pop-up window that appears, select an :guilabel:`Activity Type` from the " +"drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:17 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:21 +msgid "" +"Enter a title for the activity in the :guilabel:`Summary` field, located in " +"the :guilabel:`Schedule Activity` pop-up window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:24 +msgid "" +"To assign the activity to a different user, select a name from the " +":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the " +"activity is automatically assigned." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:27 +msgid "" +"Lastly, feel free to add any additional information in the optional " +":guilabel:`Log a note...` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:30 +msgid "" +"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " +"window auto-populates based on the configuration settings for the selected " +":guilabel:`Activity Type`. However, this date can be changed by selecting a " +"day on the calendar in the :guilabel:`Due Date` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:34 +msgid "Lastly, click one of the following buttons:" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:36 +msgid "" +":guilabel:`Schedule`: adds the activity to the chatter under " +":guilabel:`Planned activities`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:37 +msgid "" +":guilabel:`Mark as Done`: adds the details of the activity to the chatter " +"under :guilabel:`Today`. The activity is not scheduled, it is automatically " +"marked as completed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:39 +msgid "" +":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " +"marked as done, and opens a new activity window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:41 +msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" -"Über das Menü *Aktivitäten* können Sie überall in Odoo auf Ihre Aktivitäten " -"zugreifen und diese verwalten." #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads page emphasizing the activities menu for Odoo Discuss" +msgid "View of CRM leads and the option to schedule an activity." msgstr "" -"Ansicht der Seite für Kundenkontakte mit Hervorhebung des Aktivitätenmenüs " -"für Odoo Dialog" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:20 -msgid "Plan activities" -msgstr "Aktivitäten planen" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:22 -msgid "" -"Activities can be planned and managed from the chatter by clicking on " -"*Schedule activity*, or through Kanban views." -msgstr "" -"Aktivitäten können über den Chatter geplant und verwaltet werden, indem Sie " -"auf *Aktivität planen* klicken, oder über Kanban-Ansichten." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads and the option to schedule an activity for Odoo Discuss" -msgstr "" -"Ansicht von Crm-Leads und die Möglichkeit, eine Aktivität für Odoo Discuss " -"zu planen" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:31 -msgid "Set your activity types" -msgstr "Ihre Aktivitätstypen einrichten" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:33 -msgid "" -"A number of activities types are available by default in Odoo (call, email, " -"meeting, etc.). However, you can set new ones going to " -":menuselection:`Settings --> Activity types`." -msgstr "" -"In Odoo ist eine Reihe von Aktivitätstypen standardmäßig verfügbar (Anruf, " -"E-Mail, Meeting usw.). Sie können jedoch neue Typen unter " -":menuselection:`Einstellungen --> Aktivitätstypen` einstellen." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of the settings page emphasizing the menu activity types for Odoo " -"Discuss" -msgstr "" -"Ansicht der Einstellungsseite mit Hervorhebung des Menüs für Aktivitätstypen" -" für Odoo Dialog" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:42 -msgid "" -"If you need to create an activity type with an available calendar, make sure" -" to create it with an *Action to Perform* set as *Meeting*." -msgstr "" -"Wenn Sie einen Aktivitätstyp mit einem verfügbaren Kalender erstellen " -"müssen, vergewissern Sie sich, dass die *auszuführende Aktion* auf *Meeting*" -" eingestellt ist." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:46 -msgid "Recommend next activities" -msgstr "Nächste Aktivitäten empfehlen" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:48 msgid "" -"Odoo helps you to plan a flow of activities by allowing you to set " -"*Recommended Next Activities*." +"Depending on the activity type, the :guilabel:`Schedule` button may be " +"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` " +"button." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:51 +msgid "" +"Scheduled activities are added to the chatter for the record under " +":guilabel:`Planned activities`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:57 +msgid "" +"Activities can also be scheduled from the kanban, list, or activities view " +"of an application." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:61 +msgid "Kanban view" +msgstr "Kanban-Ansicht" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:63 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill " +"out the pop-up form." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Kanban view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:70 +msgid "List view" +msgstr "Listenansicht" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:72 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already " +"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 " +"(phone)` or an :guilabel:`✉️ (envelope)` icon." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "List view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:80 +msgid "Activity view" +msgstr "Aktivitätsansicht" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:82 +msgid "" +"To open the activity view for an application, select the :guilabel:`🕘 " +"(clock)` icon from the menu bar anywhere in the database. Select any " +"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` " +"icon for the desired app." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity menu drop down with focus on where to open activity view for CRM." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:90 +msgid "" +"Select a record on which to schedule an activity. Move across the row to " +"find the desired activity type, then click the :guilabel:`＋ (plus sign)`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:98 +msgid "" +"Activity colors, and their relation to an activity's due date, is consistent" +" throughout Odoo, regardless of the activity type, or the view." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:101 +msgid "" +"Activities that appear in **green** indicate a due date sometime in the " +"future." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:102 +msgid "**Yellow** indicates that the activity's due date is today." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:103 +msgid "" +"**Red** indicates that the activity is overdue and the due date has passed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:105 +msgid "" +"For example, if an activity is created for a phone call, and the due date " +"passes, the activity appears with a red phone in list view, and a red clock " +"on the kanban view." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:109 +msgid "View scheduled activities" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:111 +msgid "" +"To view scheduled activities, open either the :menuselection:`Sales app` or " +":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located " +"to the far-right side of the other view options." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:114 +msgid "" +"Doing so opens the activities menu, showcasing all the scheduled activities " +"for the user, by default. To show all activities for every user, remove the " +":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:118 +msgid "" +"To view a consolidated list of activities separated by the application where" +" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on" +" the header menu to see the activities for that specific application in a " +"drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:122 +msgid "" +"The possibility to :guilabel:`Add new note` and :guilabel:`Request a " +"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘" +" (clock)` icon on the header menu is clicked." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of CRM leads page emphasizing the activities menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:130 +msgid "Configure activity types" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:132 +msgid "" +"To configure the types of activities in the database, go to " +":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of the settings page emphasizing the menu activity types." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:139 +msgid "" +"Doing so reveals the :guilabel:`Activity Types` page, where the existing " +"activity types are found." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:141 +msgid "" +"To edit an existing activity type, select it from the list, then click " +":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:144 +msgid "" +"At the top of a blank activity type form, start by choosing a " +":guilabel:`Name` for the new activity type." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "New activity type form." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:152 +msgid "Activity settings" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:155 +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "Aktion" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:157 +msgid "" +"The *Action* field specifies the intent of the activity. Some actions " +"trigger specific behaviors after an activity is scheduled." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:160 +msgid "" +"If :guilabel:`Upload Document` is selected, a link to upload a document is " +"added directly to the planned activity in the chatter." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:162 +msgid "" +"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " +"have the option to open their calendar to schedule a time for this activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:164 +msgid "" +"If :guilabel:`Request Signature` is selected, a link is added to the planned" +" activity in the chatter that opens a signature request pop-up window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:168 +msgid "" +"The actions available to select on an activity type vary, depending on the " +"applications currently installed in the database." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:172 +msgid "Default user" +msgstr "Standardbenutzer" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:174 +msgid "" +"To automatically assign this activity to a specific user when this activity " +"type is scheduled, choose a name from the :guilabel:`Default User` drop-down" +" menu. If this field is left blank, the activity is assigned to the user who" +" creates the activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:179 +msgid "Default summary" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:181 +msgid "" +"To include notes whenever this activity type is created, enter them into the" +" :guilabel:`Default Summary` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:185 +msgid "" +"The information in the :guilabel:`Default User` and :guilabel:`Default " +"Summary` fields are included when an activity is created. However, they can " +"be altered before the activity is scheduled or saved." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:190 +msgid "Next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:192 +msgid "" +"To automatically suggest, or trigger, a new activity after an activity has " +"been marked complete, the :guilabel:`Chaining Type` must be set." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:196 +msgid "Suggest next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:198 +msgid "" +"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " +"Activity`. Upon doing so, the field underneath changes to: " +":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " +"select any activities to recommend as follow-up tasks to this activity type." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:202 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:230 +msgid "" +"In the :guilabel:`Schedule` field, choose a default deadline for these " +"activities. To do so, configure a desired number of :guilabel:`Days`, " +":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " +":guilabel:`after completion date` or :guilabel:`after previous activity " +"deadline`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:207 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:235 +msgid "" +"This :guilabel:`Schedule` field information can be altered before the " +"activity is scheduled." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:209 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:237 +msgid "When all configurations are complete, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "Schedule activity popup with emphasis on recommended activities." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:216 +msgid "" +"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " +"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " +"users are presented with recommendations for activities as next steps." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:221 +msgid "Trigger next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:223 +msgid "" +"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " +"immediately launches the next activity once the previous one is completed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:226 +msgid "" +"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " +"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " +":guilabel:`Trigger` field drop-down menu, select the activity that should be" +" launched once this activity is completed." msgstr "" -"Odoo hilft Ihnen bei der Planung von Aktivitäten, indem es Ihnen ermöglicht," -" *empfohlene nächste Aktivitäten* festzulegen." #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "" -"View of an activity type form emphasizing the field recommended next activities for Odoo\n" -"Discuss" +"Schedule new activity popup with emphasis on Done and launch next button." msgstr "" -"Ansicht eines Formulars für Aktivitätstypen mit Hervorhebung des Feldes " -"empfohlene nächste Aktivitäten für Odoo Dialog" -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:55 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:244 msgid "" -"Once the respective activity is completed, select *Done & Schedule Next* and" -" next steps are suggested to you." +"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" +" Next Activity`, marking the activity as `Done` immediately launches the " +"next activity listed in the :guilabel:`Trigger` field." msgstr "" -"Sobald die jeweilige Aktivität abgeschlossen ist, wählen Sie *Erledigt & " -"nächste Aktivität planen* und die nächsten Schritte werden Ihnen " -"vorgeschlagen." -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of an activity being schedule emphasizing the recommended activities field being\n" -"shown for Odoo Discuss" -msgstr "" -"Ansicht einer zu planenden Aktivität mit Hervorhebung des Feldes für " -"empfohlene Aktivitäten für Odoo Dialog" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:64 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:249 #: ../../content/applications/productivity/discuss/overview/team_communication.rst:98 msgid ":doc:`get_started`" msgstr ":doc:`get_started`" @@ -1571,8 +1853,23 @@ msgstr ":doc:`plan_activities`" msgid "Internet of Things (IoT)" msgstr "Internet der Dinge (Internet of Things, IoT)" +#: ../../content/applications/productivity/iot.rst:17 +msgid "" +"The Open Platform Communications (OPC) Unified Architecture (UA) protocol is" +" now supported by the :abbr:`IoT (Internet of Things)` box. :abbr:`OPC (Open" +" Platform Communications)` :abbr:`UA (United Architecture)` is an open " +"standard that specifies information exchange for industrial communication on" +" devices, between machines and between systems. This includes communication " +"between information technology and operational technology. :abbr:`OPC (Open " +"Platform Communications)` :abbr:`UA (United Architecture)` can be used with " +"any software platform, on a wide variety of devices, and deployed securely. " +"The :abbr:`IoT (Internet of Things)` box has entered the world of the " +"Industry 4.0 standard and can be utilized in a wide variety of industries, " +"and for things like building automation, packaging, utilities, etc." +msgstr "" + #: ../../content/applications/productivity/iot/config.rst:5 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:6 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:10 msgid "Configuration" msgstr "Konfiguration" @@ -5402,7 +5699,14 @@ msgstr "" msgid "Outlook Plugin" msgstr "Outlook-Plugin" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:8 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:5 +msgid "" +"Outlook allows for third-party applications to connect in order to execute " +"database actions from emails. Odoo has a plugin for Outlook that allows for " +"the creation of an opportunity from the email panel." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:12 msgid "" "The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both" " on Odoo and Outlook." @@ -5410,196 +5714,159 @@ msgstr "" "The :doc:`Mail Plugin <../mail_plugins>` von Outlook muss sowohl in Odoo als" " auch in Outlook konfiguriert werden." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:17 msgid "Enable Mail Plugin" msgstr "Mail-Plugin aktivieren" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:19 msgid "" -"First, you need to enable the *Mail Plugin* feature in your database. Go to " +"First, enable the *Mail Plugin* feature in the database. Go to " ":menuselection:`Settings --> General Settings --> Integrations`, enable " -"*Mail Plugin*, and *Save* the configuration." +":guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration." msgstr "" -"Zuerst müssen Sie die Funktion *Mail-Plugin* in Ihrer Datenbank aktivieren. " -"Gehen Sie zu :menuselection:`Einstellungen --> Allgemeine Einstellungen --> " -"Integrationen`, aktivieren Sie *Mail-Plugin*, und *Speichern* Sie die " -"Konfiguration." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:21 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:25 msgid "Install the Outlook Plugin" msgstr "Das Outlook-Plugin installieren" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:23 -msgid "Open your Outlook mailbox and select any email." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:27 +msgid "" +"Download (:menuselection:`Save Page As --> Web Page XML only`) the following" +" XML file to upload later: " +"`https://download.odoocdn.com/plugins/outlook/manifest.xml " +"`_." msgstr "" -"Öffnen Sie Ihren Outlook-Posteingang und wählen Sie eine beliebige E-Mail " -"aus." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:25 -msgid "Click on the *More actions* button and select *Get Add-ins*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:31 +msgid "" +"Next, open the Outlook mailbox, and select any email. After completing this," +" click on the :guilabel:`More actions` button in the upper right-side and " +"select :guilabel:`Get Add-ins`." msgstr "" -"Klicken Sie auf die Schaltfläche „Weitere Aktionen“ und wählen Sie *Add-Ins " -"erhalten*." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "More actions button in Outlook" msgstr "Schaltfläche „Weitere Aktionen“ in Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:31 -msgid "Select the *My add-ins* tab." -msgstr "Klicken Sie auf den Reiter *Meine Add-Ins*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:38 +msgid "" +"Following this step, select the :guilabel:`My add-ins` tab on the left-side." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "My add-ins in Outlook" msgstr "„Meine Add-Ins“ in Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:37 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:44 msgid "" -"Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add " -"from URL...*" +"Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ " +"Add a custom add-in`, and then on :guilabel:`Add from file...`" msgstr "" -"Klicken Sie unter *Benutzerdefinierte Add-Ins* auf *Benutzerdefiniertes Add-" -"In hinzufügen* und auf *Aus URL hinzufügen...*" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-ins in Outlook" msgstr "Benutzerdefinierte Add-Ins in Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:43 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:51 msgid "" -"Enter the following URL " -"`https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` and press " -"*OK*." +"For the next step, attach the `manifest.xml` file downloaded above, and " +"press :guilabel:`OK`. Next, read the warning and click on " +":guilabel:`Install`." msgstr "" -"Geben Sie die folgende URL " -"`https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` ein und " -"drücken Sie *OK*." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering the add-in URL in Outlook" -msgstr "Eingabe der Add--In-URL in Outlook" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:50 -msgid "Read the warning and click on *Install*." -msgstr "Lesen Sie die Warnmeldung und klicken Sie auf *Installieren*." - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-in installation warning in Outlook" msgstr "Installationswarnung für benutzerdefinierte Add-Ins in Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:59 -msgid "Connect your database" -msgstr "Ihre Datenbank verbindne" - #: ../../content/applications/productivity/mail_plugins/outlook.rst:61 -msgid "" -"Open any email in your Outlook mailbox, click on the *More actions* button, " -"and select *Odoo for Outlook*." +msgid "Connect the database" msgstr "" -"Öffnen Sie eine beliebige E-Mail in Ihrem Outlook-Posteingang, klicken Sie " -"auf die Schaltfläche *Weitere Aktionen* und wählen Sie *Odoo für Outlook*." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:63 +msgid "" +"Now, Outlook will be connected to the Odoo database. First, open any email " +"in the Outlook mailbox, click on the :guilabel:`More actions` button in the " +"upper right-side, and select :guilabel:`Odoo for Outlook`." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook add-in button" msgstr "Schaltfläche für „Odoo für Outlook“-Add-In" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:71 msgid "" "The right-side panel can now display **Company Insights**. At the bottom, " -"click on *Login*." +"click on :guilabel:`Login`." msgstr "" -"Auf der rechten Seite können Sie nun **Unternehmensdetails** anzeigen. " -"Klicken Sie unten auf *Anmelden*." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Logging in your Odoo database" -msgstr "In Ihrer Odoo-Datenbank anmelden" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 -msgid "" -"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" -" available as a trial. This feature requires :ref:`prepaid credits " -"`." +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Logging in the Odoo database" msgstr "" -"Nur eine begrenzte Anzahl von Anfragen von *Unternehmensdetails* (*Lead-" -"Anreicherung*) sind als Testversion verfügbar. Diese Funktion erfordert " -":ref:`Im Voraus erworbenes Guthaben `." #: ../../content/applications/productivity/mail_plugins/outlook.rst:79 msgid "" -"If, after a short while, the panel is still empty, it is possible that your " -"browser cookie settings prevented it from loading. Note that these settings " -"also change if you are in \"Incognito\" mode on your browser." +"Only a limited amount of **Company Insights** (*Lead Enrichment*) requests " +"are available as a trial database. This feature requires :ref:`prepaid " +"credits `." msgstr "" -"Wenn das Panel nach kurzer Zeit immer noch leer ist, kann es sein, dass die " -"Cookie-Einstellungen Ihres Browsers das Laden des Panels verhindert haben. " -"Beachten Sie, dass sich diese Einstellungen auch ändern, wenn Sie sich im " -"„Inkognito“-Modus Ihres Browsers befinden." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:84 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:83 msgid "" -"To fix this issue, configure your browser to always allow cookies on Odoo's " +"If, after a short while, the panel is still empty, it is possible that the " +"browser cookie settings prevented it from loading. Note that these settings " +"also change if the browser is in \"Incognito\" mode." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:87 +msgid "" +"To fix this issue, configure the browser to always allow cookies on Odoo's " "plugin page." msgstr "" -"Um dieses Problem zu beheben, konfigurieren Sie Ihren Browser so, dass er " -"Cookies auf der Odoo-Plugin-Seite immer zulässt." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:86 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:89 msgid "" -"For Google Chrome, you can do so by following the guide at: " -"`https://support.google.com/chrome/answer/95647 " -"`_" -" and adding `download.odoo.com` to the list of `Sites that can always use " +"For Google Chrome, change the browser cookie settings by following the guide" +" at: `https://support.google.com/chrome/answer/95647 " +"`_ and adding " +"`download.odoo.com` to the list of :guilabel:`Sites that can always use " "cookies`." msgstr "" -"Für Google Chrome können Sie dies tun, indem Sie der Anleitung unter folgen:" -" `https://support.google.com/chrome/answer/95647 " -"`_" -" und `download.odoo.com` zur Liste der `Seiten, die Cookies immer benutzen " -"dürfen` hinzufügen ." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:90 -msgid "Once done, the Outlook panel needs to be opened again." -msgstr "Danach muss das Outlook-Panel erneut geöffnet werden." - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 -msgid "Enter your Odoo database URL and click on *Login*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:94 +msgid "Once this is complete, the Outlook panel needs to be opened again." msgstr "" -"Geben Sie die URL Ihrer Odoo-Datenbank ein und klicken Sie auf *Anmelden*" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering your Odoo database URL" -msgstr "Eingabe der URL der Odoo-Datenbank" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:96 +msgid "Now, enter the Odoo database URL and click on :guilabel:`Login`." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:99 -msgid "Click on *Allow* to open the pop-up window." -msgstr "Klicken Sie auf *Erlauben*, um das Pop-up-Fenster zu öffnen." +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Entering the Odoo database URL" +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:102 +msgid "Next, click on :guilabel:`Allow` to open the pop-up window." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "New window pop-up warning" msgstr "Pop-up-Warnung für neues Fenster" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 -msgid "If you aren't logged into your database, enter your credentials." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:108 +msgid "" +"If the user isn't logged into the database, enter the credentials. Click on " +":guilabel:`Allow` to let the Outlook Plugin connect to the database." msgstr "" -"Wenn Sie nicht in Ihrer Datenbank angemeldet sind, geben Sie Ihre " -"Anmeldedaten ein." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:107 -msgid "Click on *Allow* to let the Outlook Plugin connect to your database." -msgstr "" -"Klicken Sie auf *Erlauben*, damit sich das Outlook-Plugin mit Ihrer " -"Datenbank verbinden kann." - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Allowing the Outlook Plugin to connect to a database" msgstr "Erlaubnis zur Verbindung des Outlook-Plugins mit einer Datenbank" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:116 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 msgid "Add a shortcut to the plugin" msgstr "Ein Tastenkürzel zum Plugin hinzufügen" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:120 msgid "" "By default, the Outlook Plugin can be opened from the *More actions* menu. " "However, to save time, it's possible to add it next to the other default " @@ -5609,35 +5876,43 @@ msgstr "" "geöffnet werden. Um Zeit zu sparen, können Sie es jedoch neben den anderen " "Standardaktionen hinzufügen." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:121 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:123 msgid "" -"In your Outlook mailbox, click on *Settings*, then on *View all Outlook " -"settings*." +"In the Outlook mailbox, click on :guilabel:`Settings`, then on " +":guilabel:`View all Outlook settings`." msgstr "" -"Klicken Sie in Ihrem Outlook-Postfach auf *Einstellungen*, dann auf *Alle " -"Outlook-Einstellungen anzeigen*." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Viewing all Outlook settings" msgstr "Ansicht aller Outlook-Einstellungen" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:127 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:130 msgid "" -"Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and " -"then *Save*." +"Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on " +":guilabel:`Odoo for Outlook`, and then :guilabel:`Save`." msgstr "" -"Wählen Sie unter *E-Mail* *Benutzerdefinierte Aktionen*, klicken Sie auf " -"*Odoo für Outlook* und *Speichern* Sie anschließend." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook customized action" msgstr "Benutzerdefinierte Aktion „Odoo für Outlook“" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:133 -msgid "Open any email; the shortcut should be displayed." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:137 +msgid "Following this step, open any email; the shortcut should be displayed." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:144 +msgid "Using the plugin" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:146 +msgid "" +"Now that the plug-in is installed and operational, all that needs to be done" +" to create a lead is to click on the `O` [Odoo icon] or navigate to " +":guilabel:`More actions` and click on :guilabel:`Odoo for Outlook`. The side" +" panel will appear on the right-side, and under :guilabel:`Opportunities` " +"click on :guilabel:`New`. A new window with the created opportunity in the " +"Odoo database will populate." msgstr "" -"Öffnen Sie eine beliebige E-Mail. Die Abkürzungsschaltfläche sollte " -"angezeigt sein." #: ../../content/applications/productivity/studio.rst:6 msgid "Studio" @@ -5933,10 +6208,6 @@ msgstr "" "angewendet werden soll. Das funktioniert genauso, wie wenn Sie Filter auf " "ein Modell anwenden." -#: ../../content/applications/productivity/studio/automated_actions.rst:134 -msgid "Action" -msgstr "Aktion" - #: ../../content/applications/productivity/studio/automated_actions.rst:136 msgid "" "Determine what the automated action should do (server action). There are " diff --git a/locale/de/LC_MESSAGES/sales.po b/locale/de/LC_MESSAGES/sales.po index cd7e3c0ad..3140c8f8c 100644 --- a/locale/de/LC_MESSAGES/sales.po +++ b/locale/de/LC_MESSAGES/sales.po @@ -22,7 +22,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" "Last-Translator: Larissa Manderfeld, 2023\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -99,7 +99,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:16 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 @@ -1313,13 +1313,11 @@ msgstr "Verlorene Verkaufschancen verwalten" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" -"While working with your opportunities, you might lose some of them. You will" -" want to keep track of the reasons you lost them and also which ways Odoo " -"can help you recover them in the future." +"Not all opportunities result in successful sales. In order to keep the " +"pipeline up to date, lost opportunities need to be identified. Specifying " +"the reason why an opportunity was lost provides additional insight that can " +"prove useful for future opportunities." msgstr "" -"Während Sie mit Ihren Verkaufschancen arbeiten, könnten Sie einige davon " -"verlieren. Sie sollten die Gründe für den Verlust im Auge behalten und " -"wissen, wie Odoo Ihnen helfen kann, sie in Zukunft wiederzuerlangen." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark a lead as lost" @@ -1327,106 +1325,193 @@ msgstr "Einen Lead als verloren markieren" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" -"While in your pipeline, select any opportunity you want and you will see a " -"*Mark Lost* button." +"To mark a lead as lost, open the :menuselection:`CRM` application, and " +"select a lead from the pipeline, by clicking on its corresponding kanban " +"card. Doing so reveals that lead's detail form." msgstr "" -"Wählen Sie eine beliebige Verkaufschance in Ihrer Pipeline und Sie werden " -"eine Schaltfläche „Als verloren markieren“ sehen." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15 msgid "" -"You can then select an existing *Lost Reason* or create a new one right " -"there." +"Then, click :guilabel:`Lost`, located at the top of the lead's detail form." msgstr "" -"Sie können dann einen vorhandenen *Verlustgrund* auswählen oder dort einen " -"neuen erstellen." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22 -msgid "Manage & create lost reasons" -msgstr "Verlusrgründe verwalten & erstellen" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:24 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" -"You will find your *Lost Reasons* under :menuselection:`Configuration --> " -"Lost Reasons`." +"Buttons from the top of an opportunity record with the lost button " +"emphasized." msgstr "" -"Sie finden Ihre *Verlustgründe* unter :menuselection:`Konfiguration --> " -"Verlustgründe`." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:21 msgid "" -"You can select & rename any of them as well as create a new one from there." +"This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an " +"existing lost reason. If no applicable reason is available, create a new one" +" by entering it into the :guilabel:`Lost Reason` field, and clicking " +":guilabel:`Create`." msgstr "" -"Sie können sie auswählen und umbenennen oder dort einen neuen erstellen." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30 -msgid "Retrieve lost opportunities" -msgstr "Verlorene Verkaufschancen abrufen" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:32 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:25 msgid "" -"To retrieve lost opportunities and do actions on them (send an email, make a" -" feedback call, etc.), select the *Lost* filter in the search bar." +"Additional notes and comments can be added below the lost reason designated " +"in the :guilabel:`Lost Reason` field." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:28 +msgid "" +"When all the desired information has been entered in the :guilabel:`Lost " +"Reason` pop-up window, click :guilabel:`Submit`." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost reasons popup with sample reasons." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:35 +msgid "" +"Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo " +"returns to the lead detail form, where a new red :guilabel:`Lost` banner is " +"now present in the upper-right corner of the lead." msgstr "" -"Um verlorene Verkaufschancen abzurufen und Aktionen für sie auszuführen " -"(eine E-Mail senden, einen Feedback-Anruf tätigen usw.), wählen Sie den " -"Filter *Verloren* in der Suchleiste." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 -msgid "You will then see all your lost opportunities." -msgstr "Sie sehen alle Ihre verlorenen Verkaufschancen" +msgid "Create/edit lost reasons" +msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" -"If you want to refine them further, you can add a filter on the *Lost " -"Reason*." +"To create a new lost reason, or edit an existing one, navigate to " +":menuselection:`CRM app --> Configuration --> Lost Reasons`." msgstr "" -"Wenn Sie diese detaillierter filtern möchten, können Sie einen Filter auf " -"den *Verlustgrund* hinzufügen." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44 -msgid "For Example, *Too Expensive*." -msgstr "Zum Beispiel *Zu teuer*" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:50 -msgid "Restore lost opportunities" -msgstr "Verlorene Verkaufschancen wiederherstellen" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:52 msgid "" -"From the Kanban view with the filter(s) in place, you can select any " -"opportunity you wish and work on it as usual. You can also restore it by " -"clicking on *Archived*." +"To edit an existing reason, click on the reason that should be modified. " +"When clicked, that reason becomes highlighted. Once highlighted, change the " +"description of the selected lost reason by editing the " +":guilabel:`Description` field. When done, click :guilabel:`Save` in the " +"upper-left corner." msgstr "" -"In der Kanban-Ansicht mit dem/den gesetzten Filter(n) können Sie eine " -"beliebige Verkaufschance auswählen und wie gewohnt daran arbeiten. Sie " -"können sie auch wiederherstellen, indem Sie auf *Archiviert* klicken." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:59 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:48 msgid "" -"You can also restore items in batch from the Kanban view when they belong to" -" the same stage. Select *Restore Records* in the column options. You can " -"also archive the same way." +"To create a new lost reason, click :guilabel:`Create` in the upper-left " +"corner of the :guilabel:`Lost Reasons` page. Doing so reveals a new blank " +"line in the :guilabel:`Description` field. Then, proceed to type in the new " +"lost reason in that new line. Once ready, click :guilabel:`Save`." msgstr "" -"Sie können Elemente aus der Kanban-Ansicht auch im Stapel wiederherstellen, " -"wenn sie zur selben Phase gehören. Wählen Sie *Datensätze wiederherstellen* " -"in den Spaltenoptionen. Auf die gleiche Weise können Sie auch archivieren." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66 -msgid "To select specific opportunities, you should switch to the list view." +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54 +msgid "Retrieve lost opportunities" +msgstr "Verlorene Verkaufschancen abrufen" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:56 +msgid "" +"To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM " +"app` to the main :guilabel:`Pipeline` dashboard. Then, click the " +":guilabel:`Filters` drop-down menu, located beneath the search bar." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with lost filter emphasized." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 +msgid "" +"From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` " +"option. Upon selecting :guilabel:`Lost`, only the leads that have been " +"marked as `Lost` appear on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 +msgid "" +"To filter leads by a specific lost reason, select :menuselection:`Filters " +"--> Add Custom Filter`. Doing so reveals another drop-down menu with three " +"fields." msgstr "" -"Um spezifische Verkaufschancen auszuwählen, sollten Sie zur Listenansicht " -"wechseln." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71 msgid "" -"Then you can select as many or all opportunities and select the actions you " -"want to take." +"In the top field drop-down menu, select :guilabel:`Lost Reason`. In the " +"second field drop-down menu, select :guilabel:`Contains`. Then, in the third" +" field of the :guilabel:`Add Custom Field` sub menu, type in the specific " +"keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking " +":guilabel:`Apply`, Odoo reveals all the lost leads with a reason that " +"contains that specified keyword(s)." msgstr "" -"Dort können Sie so mehrere oder alle Verkaufschancen auswählen und die " -"gewünschten Aktionen ausführen." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:78 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with custom filter added for lost reason." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81 +msgid "Restore lost opportunities" +msgstr "Verlorene Verkaufschancen wiederherstellen" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 +msgid "" +"To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` " +"dashboard on the *CRM* app, open the :guilabel:`Filters` drop-down menu, and" +" select the :guilabel:`Lost` option. Doing so reveals all the lost " +"opportunities on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:87 +msgid "" +"Then, click on the kanban card of the desired lost opportunity to restore, " +"which opens that lead's detail form." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:90 +msgid "" +"From the lost lead's detail form, click :guilabel:`Restore` in the upper-" +"left corner. Doing so removes the red :guilabel:`Lost` banner from the lead " +"form, signifying the lead has been restored." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost opportunity with emphasis on the Restore button." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98 +msgid "Restore multiple opportunities at once" +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:100 +msgid "" +"To restore multiple opportunities at once, navigate to the main " +":guilabel:`Pipeline` dashboard in the *CRM* app, open the " +":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:103 +msgid "" +"Next, select the list view option, which is represented by the three-line " +":guilabel:`☰ (list)` icon in the upper-right corner. Doing so places all the" +" leads from the :guilabel:`Pipeline` page in a list form. With the list form" +" chosen, select the checkbox to the left of each desired opportunity/lead to" +" be restored." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:108 +msgid "" +"Once the desired opportunities/leads have been selected, click the " +":guilabel:`⚙️ Action (gear)` drop-down menu at the top of the " +":guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` drop-down " +"menu, select :guilabel:`Unarchive`." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:112 +msgid "" +"Doing so removes those selected lost opportunities from the " +":guilabel:`Pipeline` page because they no longer fit into the `Lost` filter " +"criteria. To reveal these newly-restored leads, delete the `Lost` filter " +"from the search bar." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Action button from list view with the Unarchive option emphasized." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:121 msgid ":doc:`../performance/win_loss`" msgstr ":doc:`../performance/win_loss`" @@ -3885,7 +3970,7 @@ msgstr "" "sind daher nicht mit dieser Integration kompatibel." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:16 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 msgid "Configure the Payment Method" msgstr "Zahlungsmethoden konfigurieren" @@ -3920,7 +4005,7 @@ msgid "Create a new payment method for the SIX payment terminal." msgstr "Erstellen einer neuen Zahlungsmethode für das SIX-Zahlungsterminal." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:37 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:40 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 msgid "Pay with a Payment Terminal" msgstr "Mit einem Zahlungsterminal bezahlen" @@ -3992,7 +4077,14 @@ msgstr "" "kanadischen Banken zusammenarbeitet und dieses Verfahren daher nur für " "nordamerikanische Unternehmen geeignet ist." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:18 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +msgid "" +"Vantiv card readers should be purchased exclusively from Vantiv, as certain " +"Vantiv terminals bought on Amazon do not include the correct encryption " +"needed to be used with an Odoo database." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" "First, go in the general settings of the POS app, and activate the Vantiv " "setting." @@ -4000,7 +4092,7 @@ msgstr "" "Gehen Sie zunächst in die allgemeinen Einstellungen der Kassensystem-App und" " aktivieren Sie die Vantiv-Einstellung." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:24 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 msgid "" "Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "go in the payments section and access your payment methods. Create a new " @@ -4013,7 +4105,7 @@ msgstr "" "wählen Sie die Option Vantiv als Zahlungsterminal und erstellen Sie neue " "Vantiv-Anmeldedaten." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:32 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" "To create new Vantiv credentials, fill in your merchant ID and password, " "then save. Make sure the credentials you just created are selected, then " @@ -4024,7 +4116,7 @@ msgstr "" "erstellten Anmeldedaten ausgewählt sind, und speichern Sie dann die " "Zahlungsmethode." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:42 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 msgid "" "In your PoS interface, at the moment of the payment, select your Vantiv " "payment method and… that’s all." @@ -10350,102 +10442,99 @@ msgstr "" "Änderungen in der Datenbank zu speichern." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 -msgid "Get paid to confirm an order" -msgstr "Bezahlt werden, um einen Auftrag zu bestätigen" +msgid "Online payment order confirmation" +msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" -"In general, online payments are considered as a fast and secure alternative " -"to traditional payment methods. It is generally cheaper, easier and faster " -"than other payment methods. It is particularly useful and efficient for " -"international transactions. With Odoo Sales, you can use online payments to " -"get automatic orders confirmation. Online payments are made instantly, so " -"it's very convenient and saves lots of time in a basic sales process." +"With Odoo *Sales*, online payments can be used to get automatic confirmation" +" on orders." msgstr "" -"Im Allgemeinen gelten Online-Zahlungen als schnelle und sichere Alternative " -"zu herkömmlichen Zahlungsmethoden. Sie sind in der Regel billiger, einfacher" -" und schneller als andere Zahlungsarten. Besonders nützlich und effizient " -"ist sie bei internationalen Transaktionen. Mit Odoo Verkauf können Sie " -"Online-Zahlungen nutzen, um eine automatische Auftragsbestätigung zu " -"erhalten. Online-Zahlungen werden sofort ausgeführt. Das ist sehr bequem und" -" spart viel Zeit bei einem einfachen Verkaufsprozess." -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:8 msgid "Enable online payment" msgstr "Online-Zahlung aktivieren" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:14 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "" -"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the" -" **Online Payment** feature." +"Go to :menuselection:`Sales app --> Configuration --> Settings`, scroll to " +"the :guilabel:`Quotations \\& Orders` heading, and activate the " +":guilabel:`Online Payment` feature by checking the box next to it, and " +"clicking :guilabel:`Save`." msgstr "" -"Gehen Sie zu :menuselection:`Verkauf --> Konfiguration --> Einstellungen` " -"und aktivieren Sie die Funktion **Online-Zahlung**." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to enable online payment on Odoo Sales?" -msgstr "Wie wird eine Online-Zahlung in Odoo Verkauf aktiviert?" +msgid "How to enable online payment on Odoo Sales." +msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:22 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:18 msgid "" -"There, you will have direct access to the **Payment Acquirers** page. It " -"will allow you to select and configure your acquirers of choice. Before " -"creating or modifying a payment acquirer, be sure to check out our " -"documentation about how to be paid with payment acquirers such as " -":doc:`/applications/finance/payment_acquirers/paypal`, " -":doc:`/applications/finance/payment_acquirers/authorize`, and others in the " -":doc:`/applications/finance/payment_acquirers` documentation." +"After checking the box beside the :guilabel:`Online Payment` feature, a link" +" to the :guilabel:`Payment Acquirers` appears beneath it. Click that link to" +" reveal the entire :guilabel:`Payment Acquirers` page." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 +msgid "Payment acquirers page in the Odoo Sales application." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:26 +msgid "" +"On the :guilabel:`Payment Acquirers` page, payment acquirers can be selected" +" and configured. Before creating (or modifying) a payment acquirer, be sure " +"to review the documentation related to the ways payment acquirers can be " +"used with Odoo, such as:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:30 -msgid "" -"If you are familiar with this documentation: :doc:`quote_template`; you can " -"activate or not the **Online Payment** feature for each template you use, " -"under their confirmation tab." +msgid ":doc:`../../../finance/payment_acquirers/paypal`" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:31 +msgid ":doc:`../../../finance/payment_acquirers/authorize`" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:32 +msgid ":doc:`../../../finance/payment_acquirers`" msgstr "" -"Wenn Sie mit dieser Dokumentation vertraut sind: :doc:`quote_template`; " -"können Sie die Funktion **Online-Zahlung** für jede Vorlage, die Sie " -"verwenden, auf den Bestätigungsreiter aktivieren oder nicht." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 +msgid "" +"On quotation templates, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Confirmation` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:38 +msgid "" +"On standard quotations, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Other Info` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:42 msgid "Register a payment" msgstr "Eine Zahlung registrieren" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:37 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:44 msgid "" -"After opening quotations from their received email, your customers will have" -" different possibilities to make their online payments. For example:" +"After opening quotations from the email they receive, customers are " +"presented with different options to make online payments, in the " +":guilabel:`Pay with` section." msgstr "" -"Nachdem Ihre Kunden die Angebote aus der erhaltenen E-Mail geöffnet haben, " -"haben sie verschiedene Möglichkeiten, online zu bezahlen. Zum Beispiel:" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to register a payment on Odoo Sales?" -msgstr "Wie wird eine Zahlung in Odoo Verkauf registriert?" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:46 -msgid "" -"By clicking on the **Customer Preview** button, you will be able to see what" -" your customers will have to choose when it comes to payment." -msgstr "" -"Wenn Sie auf die Schaltfläche **Kundenvorschau** klicken, können Sie sehen, " -"was Ihre Kunden bei der Bezahlung auswählen müssen." - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:50 -msgid ":doc:`quote_template`" -msgstr ":doc:`quote_template`" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:51 -msgid ":doc:`/applications/finance/payment_acquirers`" +msgid "How to register a payment on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:52 -msgid ":doc:`/applications/finance/payment_acquirers/paypal`" +msgid "" +"Clicking the :guilabel:`Customer Preview` smart button on the quotation form" +" provides a preview of the quotation as the customer sees it, along with the" +" various online payment options they can choose from." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:53 -msgid ":doc:`/applications/finance/payment_acquirers/authorize`" -msgstr "" +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:57 +msgid ":doc:`quote_template`" +msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" @@ -10746,176 +10835,196 @@ msgstr "" "hinzufügen." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 -msgid "Use product variants on quotations and sales orders" -msgstr "Produktvarianten auf Aufgeboten und Verkaufsaufträgen verwenden" +msgid "Product variants on quotations and sales orders" +msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Product variants can be added to quotations and sales orders using the " -"Product Configurator, Variant Grid Entry, or both." +"*product configurator*, *variant grid entry*, or both." msgstr "" -"Produktvarianten können mit dem Produktkonfigurator, dem Rastereintrag für " -"Varianten oder beidem zu Angeboten und Verkaufsaufträgen hinzugefügt werden." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:11 msgid "" "To enable product variants on quotations and sales orders, go to " -":menuselection:`Sales --> Configuration --> Settings --> Product Catalog` " -"and activate one or both of the :guilabel:`Product Configurator` and " -":guilabel:`Variant Grid Entry` settings. Finally, click :guilabel:`Save` to " -"apply the settings." +":menuselection:`Sales app --> Configuration --> Settings`, and under the " +":guilabel:`Product Catalog` heading, activate one (or both) of the " +":guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` " +"settings. Finally, click :guilabel:`Save` to apply the settings." msgstr "" -"Um Produktvarianten für Angebote und Verkaufsaufträge zu aktivieren, gehen " -"Sie zu :guilabel:`Verkauf --> Konfiguration --> Einstellungen --> " -"Produktkatalog` und aktivieren Sie eine oder beide der Einstellungen " -":guilabel:`Produktkonfigurator` und :guilabel:`Rastereintrag für Varianten`." -" Klicken Sie abschließend auf :guilabel:`Speichern`, um die Einstellungen zu" -" übernehmen." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Activating entry type settings." msgstr "Einstellungen für Eintragsarten aktivieren." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:20 -msgid "" -"After saving the settings, configure the product form. Head over to " -":menuselection:`Sales --> Products --> Products` and select any product (or " -"click :guilabel:`Create` to create a new one). On the product form, click " -":guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under " -":guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " -"Configurator` or :guilabel:`Order Grid Entry`. This selection determines " -"which method is used to add the product to quotations or sales orders. " -"Finally, click :guilabel:`Save` to apply the setting." +msgid "After saving the settings, it's time to configure the product form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:22 +msgid "" +"To do that, navigate to :menuselection:`Sales app --> Products --> " +"Products`, and select the desired product to configure (or click " +":guilabel:`Create` to open a blank product form, and create a new one)." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:26 +msgid "" +"On the product form, click :guilabel:`Edit`, and select the " +":guilabel:`Variants` tab. Click :guilabel:`Add a line` to add an attribute " +"in the :guilabel:`Attribute` column, like `Color` or `Size`, for example." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:30 +msgid "" +"Once the attribute is chosen, select the desired values to apply to that " +"attribute in the :guilabel:`Values` column. To select the desired values, " +"click into the blank field beneath the :guilabel:`Values` column." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:34 +msgid "" +"Then, select an option from the drop-down menu that appears. Or, create a " +"new value by typing in the new value, and click :guilabel:`Create` from the " +"drop-down menu that appears beneath the new value." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 +msgid "" +"When a product has *at least* two variants (one attribute with two values), " +"the :guilabel:`Sales Variant Selection` option appears at the bottom of the " +":guilabel:`Variants` tab. That is the **only** way to make that option " +"appear, so keep that in mind." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:41 +msgid "" +"Under :guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " +"Configurator` or :guilabel:`Order Grid Entry`. This selection determines " +"which method is used to add the product to quotations or sales orders." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:45 +msgid "" +":guilabel:`Product Configurator`: choose attribute values to add the " +"matching product variant to the order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:47 +msgid "" +":guilabel:`Order Grid Entry`: add several variants at once from the grid of " +"attribute values." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:49 +msgid "" +"Once a selection is made, click :guilabel:`Save` on the product form to " +"apply the setting." msgstr "" -"Nachdem Sie die Einstellungen gespeichert haben, konfigurieren Sie das " -"Produktformular. Gehen Sie zu :menuselection:`Verkauf --> Produkte --> " -"Produkte` und wählen Sie ein beliebiges Produkt aus (oder klicken Sie auf " -":guilabel:`Neu`, um ein neues zu erstellen). Klicken Sie im Produktformular " -"auf :guilabel:`Bearbeiten` und dann auf den Reiter :guilabel:`Varianten`. " -"Wählen Sie unter :guilabel:`Auswahl der Verkaufsvariante` entweder " -":guilabel:`Produktkonfigurator` oder :guilabel:`Rastereintrag für Auftrag`. " -"Diese Auswahl bestimmt, welche Methode verwendet wird, um das Produkt zu " -"Angeboten oder Verkaufsaufträgen hinzuzufügen. Klicken Sie schließlich auf " -":guilabel:`Speichern`, um die Einstellung zu übernehmen." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Sales variant selection." msgstr "Auswahl der Verkaufsvariante." -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:32 -msgid "" -"The product must have at least two variants (one attribute with two values) " -"created in order for the :guilabel:`Sales Variant Selection` option to " -"appear. Click :guilabel:`Add a line` under :guilabel:`Attribute` to add " -"attributes and values to this product and create product variants." -msgstr "" -"Für das Produkt müssen mindestens zwei Varianten (ein Attribut mit zwei " -"Werten) erstellt worden sein, damit die Option :guilabel:`Auswahl der " -"Verkaufsvariante` erscheint. Klicken Sie auf :guilabel:`Zeile hinzufügen` " -"unter :guilabel:`Attribut`, um Attribute und Werte zu diesem Produkt " -"hinzuzufügen und Produktvarianten zu erstellen." +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:56 +msgid "Product configurator" +msgstr "Produktkonfigurator" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 -msgid "Use the Product Configurator" -msgstr "Den Produktkonfigurator verwenden" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:58 msgid "" -"The :guilabel:`Product Configurator` appears on a quotation or sales order " -"when products are added that have both variants configured and the " -":guilabel:`Product Configurator` option selected." +"The *product configurator* appears on a quotation or sales order when " +"products that have **both** variants configured are added, and the " +":guilabel:`Product Configurator` option is selected on the product form." msgstr "" -"Der :guilabel:`Produktkonfigurator` erscheint auf einem Angebot oder " -"Verkaufsauftrag, wenn Produkte hinzugefügt werden, für die beide Varianten " -"konfiguriert sind und die Option :guilabel:`Produktkonfigurator` ausgewählt " -"wurde." -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62 msgid "" -"The :guilabel:`Product Configurator` lets salespeople choose exactly which " -"product variant to add to the quotation or sales order using a format " -"similar to online shopping. Color options display any HTML color codes set " -"up in the :guilabel:`Color` attribute. Features with an additional cost will" -" display the additional cost next to their name. Once the desired product " -"variant attributes are selected, click :guilabel:`Add` to add the product " -"variant to the quotation or sales order." +"The product configurator lets salespeople choose exactly which product " +"variant to add to the quotation or sales order, using a format similar to " +"online shopping. Color options display any HTML color codes set up in the " +":guilabel:`Color` attribute." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:66 +msgid "" +"Features with an additional cost display the additional cost next to their " +"name. Once the desired product variant attributes are selected, click " +":guilabel:`Add` to add the product variant to the quotation or sales order." msgstr "" -"Mit dem :guilabel:`Produktkonfigurator` können Vertriebsmitarbeiter genau " -"die Produktvariante auswählen, die dem Angebot oder dem Verkaufsauftrag " -"hinzugefügt werden soll, und zwar in einem ähnlichen Format wie beim Online-" -"Shopping. Farboptionen zeigen alle HTML-Farbcodes an, die im Attribut " -":guilabel:`Farbe` festgelegt wurden. Bei Merkmalen mit zusätzlichen Kosten " -"werden die zusätzlichen Kosten neben dem Namen angezeigt. Sobald Sie die " -"gewünschten Attribute für die Produktvariante ausgewählt haben, klicken Sie " -"auf :guilabel:`Hinzufügen`, um die Produktvariante zum Angebot oder " -"Verkaufsauftrag hinzuzufügen." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Product Configurator and Price Extras." msgstr "Produktkonfigurator und Preiszuschläge." -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:52 -msgid "" -"By default, the product variant attributes are displayed on the quotation or" -" sales order in the :guilabel:`Description` column, but the " -":guilabel:`Product Variant` column can be added through the additional " -"options menu (3 vertical dots icon)." -msgstr "" -"Standardmäßig werden die Attribute der Produktvariante im Angebot oder im " -"Verkaufsauftrag in der Spalte :guilabel:`Beschreibung` angezeigt, aber die " -"Spalte :guilabel:`Produktvariante` kann über das Menü der zusätzlichen " -"Optionen (Symbol mit 3 vertikalen Punkten) hinzugefügt werden." - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:57 -msgid "Use Variant Grid Entries" -msgstr "Rastereinträge für Varianten verwenden" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:59 -msgid "" -":guilabel:`Variant Grid Entries` appear on a quotation or sales order when " -"products are added that have both variants configured and the " -":guilabel:`Order Grid Entry` option selected. Grid entry can streamline the " -"process of creating large, varied quotations by letting salespeople enter " -"exact quantities of each product variant all at once." -msgstr "" -":guilabel:`Rastereinträge für Varianten` erscheinen auf einem Angebot oder " -"Verkaufsauftrag, wenn Produkte hinzugefügt werden, für die beide Varianten " -"konfiguriert sind und die Option :guilabel:`Rastereintrag für Auftrag` " -"ausgewählt wurde. Rastereinträge können den Prozess der Erstellung " -"umfangreicher, vielfältiger Angebote rationalisieren, da die " -"Vertriebsmitarbeiter die genauen Mengen jeder Produktvariante auf einmal " -"eingeben können." - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:64 -msgid "" -":guilabel:`Variant Grid Entry` displays a grid of every variant available " -"for the selected product. Choose the exact quantities of each product " -"variant for a quotation or sales order by typing in the number or using the " -"arrows. :guilabel:`Not Available` is displayed when a particular variant has" -" been deactivated in the database. Once all the product variants and their " -"quantities have been set, click :guilabel:`Confirm` to add them to the " -"quotation or sales order." -msgstr "" -":guilabel:`Rastereintrag für Varianten` zeigt ein Raster aller für das " -"ausgewählte Produkt verfügbaren Varianten an. Wählen Sie die genauen Mengen " -"jeder Produktvariante für ein Angebot oder einen Verkaufsauftrag, indem Sie " -"die Zahl eingeben oder die Pfeile verwenden. :guilabel:`Nicht verfügbar` " -"wird angezeigt, wenn eine bestimmte Variante in der Datenbank deaktiviert " -"wurde. Sobald Sie alle Produktvarianten und deren Mengen festgelegt haben, " -"klicken Sie auf :guilabel:`Bestätigen`, um sie dem Angebot oder dem " -"Verkaufsauftrag hinzuzufügen." - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 -msgid "Variant Grid Entry pop-up." -msgstr "Pop-up mit Rastereintrag für Varianten" - #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "" -"Each product variant appears as an individual line item on the quotation or " -"sales order, because each of these items has its own stock." +"By default, the product variant attributes are displayed on the quotation or" +" sales order in the :guilabel:`Description` column, but a dedicated " +":guilabel:`Product Variant` column can be added, via the additional options " +"menu (represented by the :guilabel:`⋮ (3 vertical dots)` icon, on the far-" +"right side of the columns, in the :guilabel:`Order Lines` tab)." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 +msgid "Product variant column option in order lines tab of quotation." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:83 +msgid "" +"Just click the checkbox next to :guilabel:`Product Variant`, and that column" +" appears in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:87 +msgid "Variant grid entries" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 +msgid "" +"*Variant grid entries* appear on a quotation or sales order when products " +"that have both variants configured are added, and the :guilabel:`Order Grid " +"Entry` option is selected on the product form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:92 +msgid "" +"The grid entry feature streamlines the process of creating large, varied " +"quotations by letting salespeople enter exact quantities of each product " +"variant all at once." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95 +msgid "" +"The :guilabel:`Choose Product Variants` pop-up form that appears, displays a" +" grid of every variant available for that specific product." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:98 +msgid "" +"From the :guilabel:`Choose Product Variants` pop-up form, choose the exact " +"quantities of each product variant for a quotation or sales order by typing " +"in the number or using the arrows in each column. The :guilabel:`Not " +"Available` warning is displayed when a particular variant has been " +"deactivated in the database." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 +msgid "" +"Once all the product variants and their quantities have been set in the pop-" +"up form, click :guilabel:`Confirm` to add them to the quotation or sales " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 +msgid "Variant Grid Entry pop-up form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:110 +msgid "" +"Each product variant appears as an individual line item on the quotation or " +"sales order with the chosen quantity from the :guilabel:`Choose Product " +"Variants` pop-up form, because each of these items has its own stock." msgstr "" -"Jede Produktvariante erscheint als einzelne Position auf dem Angebot oder " -"Verkaufsauftrag, da jeder dieser Artikel einen eigenen Bestand hat." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Line items for grid variants." diff --git a/locale/de/LC_MESSAGES/websites.po b/locale/de/LC_MESSAGES/websites.po index 5c352e0bf..3be957d23 100644 --- a/locale/de/LC_MESSAGES/websites.po +++ b/locale/de/LC_MESSAGES/websites.po @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2022-03-18 15:03+0000\n" "Last-Translator: Larissa Manderfeld, 2023\n" "Language-Team: German (https://app.transifex.com/odoo/teams/41243/de/)\n" @@ -2332,6 +2332,255 @@ msgstr "" "Schlüssel für die Produktion registrieren und sind auf Ihren Testschlüssel " "beschränkt, der eine Beschränkung von 50 Unsplash-Anfragen pro Stunde hat." +#: ../../content/applications/websites/website/mail_groups.rst:3 +msgid "Mail groups" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:5 +msgid "" +"The **mail groups** feature allows website visitors to have a public " +"discussion by email. They can join a group to receive emails from other " +"group members (i.e., website users who have subscribed to the group) and " +"send new ones to all group members." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:9 +msgid "" +"To activate the feature, :ref:`install ` the " +":guilabel:`Website Mail Group` (`website_mail_group`) module." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:13 +msgid "" +"The **mail groups** feature is not to be confused with the " +":doc:`../../marketing/email_marketing/mailing_lists` in the Email Marketing " +"app." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:19 +msgid "Configuring mail groups" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:21 +msgid "To configure mail groups, proceed as follows:" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:23 +msgid "" +"Configure a custom email alias domain by accessing the **General settings**," +" scrolling down to the :guilabel:`Discuss` section, enabling the " +":guilabel:`Custom Email Server` feature, and entering the :guilabel:`Alias " +"domain` (e.g., `@mycompany.com`)." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:26 +msgid "" +"Go to :menuselection:`Website --> Groups --> Mailing List Groups`, then " +"click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:27 +msgid "" +"Specify a :guilabel:`Group Name`, the :guilabel:`Email Alias`, and a " +":guilabel:`Description`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:28 +msgid "" +"Enable :guilabel:`Moderate this group` and specify the " +":guilabel:`Moderators` if you wish to :ref:`moderate messages " +"` from this group. Alternatively, if the " +"group is not moderated, you can define :guilabel:`Responsible users` who can" +" manage the messages in the group." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:32 +msgid "" +"In the :guilabel:`Privacy` tab, define who can subscribe to the mail group:" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:34 +msgid "" +":guilabel:`Everyone`: to make the mail group public so anyone can subscribe " +"to it;" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:35 +msgid "" +":guilabel:`Members only`: to only allow users defined as members to " +"subscribe to the mail group;" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:36 +msgid "" +":guilabel:`Selected group of users`: to only allow users from the " +":guilabel:`Authorized group` to subscribe to the mail group." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:39 +msgid "" +"If the mail group is moderated, you can automatically notify authors when " +"their message is pending moderation by enabling :guilabel:`Automatic " +"notification` in the :guilabel:`Notify Members` tab and writing the " +":guilabel:`Notification message`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:42 +msgid "" +"If you wish to send out guidelines to new subscribers, enable " +":guilabel:`Send guidelines to new subscribers` and write them in the " +":guilabel:`Guidelines` tab. This is particularly useful when the mail group " +"is moderated." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:47 +msgid "Using mail groups" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:50 +msgid "Subscribing/unsubscribing" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:52 +msgid "" +"Based on the :ref:`configuration of the mail group " +"`, users can subscribe to and " +"unsubscribe from mail groups from the website page (`/groups` by default)." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst-1 +msgid "Mail group web page." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:58 +msgid "" +"Internal users can also do this from :menuselection:`Website --> Groups --> " +"Mailing List Groups`, using the :guilabel:`Join` and :guilabel:`Leave` " +"buttons." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:62 +msgid "Sending messages" +msgstr "Nachrichten versenden" + +#: ../../content/applications/websites/website/mail_groups.rst:64 +msgid "" +"To send messages to a mail group, website users can email the :ref:`mail " +"group's email address `. Internal " +"users can also create messages directly from Odoo. To do so, go to " +":menuselection:`Website --> Groups --> Mailing List Groups`, select the mail" +" group, click the :guilabel:`Emails` smart button, and click " +":guilabel:`Create`. Then, fill in the fields and click :guilabel:`Send`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:71 +msgid "" +"The list of messages can also be accessed by selecting the group from the " +"`/groups` website page." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:73 +msgid "" +"Group members can also unsubscribe from the group, access the mail group " +"page, and send emails to the group using the URLs in the footer of any group" +" email they have received." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:0 +msgid "URLs in the footer of a group email." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:82 +msgid "Moderating mail group messages" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:84 +msgid "" +"If the :guilabel:`Moderate this group` feature has been enabled for the " +":ref:`mail group `, one of the " +":guilabel:`Moderators` must approve the group's messages before they are " +"dispatched to the other members." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:88 +msgid "" +"To moderate messages, go to :menuselection:`Website --> Groups --> Mailing " +"List Groups`, select the mail group, and click the :guilabel:`To review` " +"smart button. You can moderate messages using the buttons at the end of the " +"message line or select a message to view its content and moderate it " +"accordingly." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:0 +msgid "Moderation buttons in the message line." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:96 +msgid "The following actions are available:" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:98 +msgid "" +":guilabel:`Accept`: to accept the email and send it to the mail group " +"members." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:99 +msgid "" +":guilabel:`Reject`: to reject the email. In the pop-up window that opens, " +"click :guilabel:`Reject Silently` to reject the email without notifying the " +"author, or specify an explanation for rejecting the message, then click " +":guilabel:`Send & Reject` to reject the message and send the explanation to " +"the author." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:103 +msgid "" +":guilabel:`Whitelist`: to whitelist the author, i.e. automatically accept " +"all of their emails. As a result, a :ref:`moderation rule " +"` is created for the author's email address " +"with the status :guilabel:`Always allow`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:106 +msgid "" +":guilabel:`Ban`: to blacklist the author, i.e. automatically discard all " +"their emails. In the pop-up window that opens, click :guilabel:`Ban` to ban " +"the author without notifying them, or specify an explanation, then click " +":guilabel:`Send & Ban` to ban the author and send them the explanation. As a" +" result, a :ref:`moderation rule ` is " +"created for the author's email address with the status :guilabel:`Permanent " +"ban`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:113 +msgid "" +"Messages can also be moderated from the group's list of messages. Go to " +":menuselection:`Website --> Groups --> Mailing List Groups`, select the mail" +" group and click the :guilabel:`Emails` smart button." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:120 +msgid "Whitelisting/Blacklisting authors" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:122 +msgid "" +"You can whitelist or blacklist an author either directly :ref:`from a mail " +"group message `, or by creating a moderation" +" rule. To do so, go to :menuselection:`Website --> Groups --> List " +"Moderation Rulings` and click :guilabel:`Create`. Then, select the " +":guilabel:`Group`, specify the author's :guilabel:`Email` and set the " +":guilabel:`Status` field." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:129 +msgid "" +"You can also access the mail group's moderation rules by going to " +":menuselection:`Website --> Groups --> Mailing List Groups`, selecting the " +"group, then clicking the :guilabel:`Moderations` smart button." +msgstr "" + #: ../../content/applications/websites/website/pages.rst:5 msgid "Pages" msgstr "Seiten" diff --git a/locale/es/LC_MESSAGES/administration.po b/locale/es/LC_MESSAGES/administration.po index a26d80194..003cab942 100644 --- a/locale/es/LC_MESSAGES/administration.po +++ b/locale/es/LC_MESSAGES/administration.po @@ -16,10 +16,10 @@ # Camille Dantinne , 2022 # Martin Trigaux, 2023 # Braulio D. López Vázquez , 2023 -# Lucia Pacheco, 2023 -# Wil Odoo, 2023 # Patricia Gutiérrez Capetillo , 2023 # Iran Villalobos López, 2023 +# Wil Odoo, 2023 +# Lucia Pacheco, 2023 # Fernanda Alvarez, 2023 # #, fuzzy @@ -27,7 +27,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2022-03-18 14:59+0000\n" "Last-Translator: Fernanda Alvarez, 2023\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" @@ -1089,7 +1089,6 @@ msgstr "" "correcto en todas las rutas agregadas." #: ../../content/administration/install/deploy.rst:398 -#: ../../content/administration/upgrade.rst:122 msgid "Todo" msgstr "Todo" @@ -1744,8 +1743,9 @@ msgstr "" #: ../../content/administration/install/online.rst:14 #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 -#: ../../content/administration/maintain/supported_versions.rst:31 -#: ../../content/administration/upgrade/odoo_online.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:29 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "Odoo en línea" @@ -3813,9 +3813,10 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:171 #: ../../content/administration/maintain/domain_names.rst:250 -#: ../../content/administration/maintain/supported_versions.rst:32 +#: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:3 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "Odoo.sh" @@ -5850,7 +5851,7 @@ msgstr ":ref:`odoo_online/users`" #: ../../content/administration/odoo_sh/getting_started/branches.rst:293 #: ../../content/administration/odoo_sh/getting_started/settings.rst:77 #: ../../content/administration/odoo_sh/getting_started/settings.rst:113 -#: ../../content/administration/upgrade.rst:10 +#: ../../content/administration/upgrade.rst:3 msgid "Upgrade" msgstr "Actualizar" @@ -5860,12 +5861,12 @@ msgstr "Active una actualización para la base de datos." #: ../../content/administration/maintain/odoo_online.rst:33 msgid "" -"For more information about the upgrade process, check out the :doc:`Odoo " -"Online upgrade documentation <../upgrade/odoo_online>`." +"For more information about the upgrade process, check out the :ref:`Odoo " +"Online upgrade documentation `." msgstr "" -"Para obtener más información acerca del proceso de actualización, consulte " -"la :doc:`documentación sobre la actualización de Odoo en línea " -"<../upgrade/odoo_online>`. " +"Si desea obtener más información sobre el proceso de actualización, consulte" +" la :ref:`documentación de actualización en línea de Odoo `." #: ../../content/administration/maintain/odoo_online.rst:39 msgid "Duplicate" @@ -6375,12 +6376,11 @@ msgstr "" " el comando unix ``uuidgen`` para generar un nuevo UUID. Puede reemplazarlo " "como cualquier otro registro al hacer clic en él y usar el botón de editar." -#: ../../content/administration/maintain/supported_versions.rst:6 -#: ../../content/administration/upgrade.rst:208 +#: ../../content/administration/maintain/supported_versions.rst:7 msgid "Supported versions" msgstr "Versiones compatibles" -#: ../../content/administration/maintain/supported_versions.rst:8 +#: ../../content/administration/maintain/supported_versions.rst:9 msgid "" "Odoo provides support and bug fixing **for the 3 last major versions** of " "Odoo." @@ -6388,7 +6388,7 @@ msgstr "" "Odoo proporciona soporte y solución de bugs **a las últimas 3 versiones " "mayores** de Odoo." -#: ../../content/administration/maintain/supported_versions.rst:11 +#: ../../content/administration/maintain/supported_versions.rst:12 msgid "" "Odoo releases intermediary versions called **Online versions** on the " ":doc:`Odoo Online ` hosting every two months. Odoo Online users" @@ -6399,7 +6399,7 @@ msgstr "" "usuarios de Odoo en línea se pueden beneficiar de las funciones más " "recientes de Odoo." -#: ../../content/administration/maintain/supported_versions.rst:15 +#: ../../content/administration/maintain/supported_versions.rst:16 msgid "" "Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` " "them regularly." @@ -6407,56 +6407,51 @@ msgstr "" "A los administradores de bases de datos de Odoo en línea se les invita a " ":doc:`actualizarlas <../upgrade>` con regularidad." -#: ../../content/administration/maintain/supported_versions.rst:16 +#: ../../content/administration/maintain/supported_versions.rst:17 msgid "" "Online versions are *not* released for Odoo.sh and On-Premise installations." msgstr "" "Las versiones en línea *no* están disponibles para instalaciones de Odoo.sh " "y locales." -#: ../../content/administration/maintain/supported_versions.rst:17 +#: ../../content/administration/maintain/supported_versions.rst:18 msgid "Online versions are listed below as *SaaS*." msgstr "Las versiones en línea se listan a continuación como *SaaS*." #: ../../content/administration/maintain/supported_versions.rst:20 -msgid "What's the support status of my Odoo?" -msgstr "¿Cuál es el estado de soporte de mi versión de Odoo?" - -#: ../../content/administration/maintain/supported_versions.rst:22 msgid "This matrix shows the support status of every version." msgstr "Esta tabla muestra el estado de soporte para todas las versiones." -#: ../../content/administration/maintain/supported_versions.rst:24 +#: ../../content/administration/maintain/supported_versions.rst:22 msgid "**Major releases are in bold type.**" msgstr "**Las versiones mayores están en negritas.**" -#: ../../content/administration/maintain/supported_versions.rst:33 -#: ../../content/administration/upgrade/on_premise.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:31 msgid "On-Premise" msgstr "Local" -#: ../../content/administration/maintain/supported_versions.rst:34 +#: ../../content/administration/maintain/supported_versions.rst:32 msgid "Release date" msgstr "Fecha de lanzamiento" -#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:33 msgid "End of support" msgstr "Fin del soporte" -#: ../../content/administration/maintain/supported_versions.rst:36 -msgid "Odoo saas~16.4" -msgstr "Odoo saas~16.4" +#: ../../content/administration/maintain/supported_versions.rst:34 +msgid "**Odoo 17.0**" +msgstr "**Odoo 17.0**" +#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:36 #: ../../content/administration/maintain/supported_versions.rst:37 -#: ../../content/administration/maintain/supported_versions.rst:61 -#: ../../content/administration/maintain/supported_versions.rst:62 -#: ../../content/administration/maintain/supported_versions.rst:63 -#: ../../content/administration/maintain/supported_versions.rst:79 -#: ../../content/administration/maintain/supported_versions.rst:80 -#: ../../content/administration/maintain/supported_versions.rst:81 +#: ../../content/administration/maintain/supported_versions.rst:41 +#: ../../content/administration/maintain/supported_versions.rst:65 +#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:67 +#: ../../content/administration/maintain/supported_versions.rst:83 +#: ../../content/administration/maintain/supported_versions.rst:84 #: ../../content/administration/maintain/supported_versions.rst:85 -#: ../../content/administration/maintain/supported_versions.rst:86 -#: ../../content/administration/maintain/supported_versions.rst:87 #: ../../content/administration/odoo_sh/getting_started/settings.rst:58 #: ../../content/administration/odoo_sh/getting_started/settings.rst:59 #: ../../content/administration/odoo_sh/getting_started/settings.rst:62 @@ -6488,169 +6483,172 @@ msgid "|green|" msgstr "|green|" #: ../../content/administration/maintain/supported_versions.rst:38 +#: ../../content/administration/maintain/supported_versions.rst:93 +msgid "November 2023" +msgstr "Noviembre de 2023" + #: ../../content/administration/maintain/supported_versions.rst:39 -#: ../../content/administration/maintain/supported_versions.rst:44 -#: ../../content/administration/maintain/supported_versions.rst:45 -#: ../../content/administration/maintain/supported_versions.rst:50 -#: ../../content/administration/maintain/supported_versions.rst:51 -#: ../../content/administration/maintain/supported_versions.rst:56 -#: ../../content/administration/maintain/supported_versions.rst:57 -#: ../../content/administration/maintain/supported_versions.rst:68 -#: ../../content/administration/maintain/supported_versions.rst:69 -#: ../../content/administration/maintain/supported_versions.rst:74 -#: ../../content/administration/maintain/supported_versions.rst:75 +msgid "November 2026 (planned)" +msgstr "Noviembre de 2026 (planeado)" + +#: ../../content/administration/maintain/supported_versions.rst:40 +msgid "Odoo saas~16.4" +msgstr "Odoo saas~16.4" + +#: ../../content/administration/maintain/supported_versions.rst:42 +#: ../../content/administration/maintain/supported_versions.rst:43 +#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:49 +#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:55 +#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:61 +#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:73 +#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:79 msgid "N/A" msgstr "N/A" -#: ../../content/administration/maintain/supported_versions.rst:40 +#: ../../content/administration/maintain/supported_versions.rst:44 msgid "August 2023" msgstr "Agosto de 2023" -#: ../../content/administration/maintain/supported_versions.rst:42 +#: ../../content/administration/maintain/supported_versions.rst:46 msgid "Odoo saas~16.3" msgstr "Odoo saas~16.3" -#: ../../content/administration/maintain/supported_versions.rst:43 -#: ../../content/administration/maintain/supported_versions.rst:49 -#: ../../content/administration/maintain/supported_versions.rst:55 -#: ../../content/administration/maintain/supported_versions.rst:67 -#: ../../content/administration/maintain/supported_versions.rst:73 +#: ../../content/administration/maintain/supported_versions.rst:47 +#: ../../content/administration/maintain/supported_versions.rst:53 +#: ../../content/administration/maintain/supported_versions.rst:59 +#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:89 +#: ../../content/administration/maintain/supported_versions.rst:90 #: ../../content/administration/maintain/supported_versions.rst:91 -#: ../../content/administration/maintain/supported_versions.rst:92 -#: ../../content/administration/maintain/supported_versions.rst:93 +#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:96 +#: ../../content/administration/maintain/supported_versions.rst:97 +#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:102 +#: ../../content/administration/maintain/supported_versions.rst:103 msgid "|red|" msgstr "|red|" -#: ../../content/administration/maintain/supported_versions.rst:46 +#: ../../content/administration/maintain/supported_versions.rst:50 msgid "June 2023" msgstr "Junio de 2023" -#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:52 msgid "Odoo saas~16.2" msgstr "Odoo saas~16.2" -#: ../../content/administration/maintain/supported_versions.rst:52 +#: ../../content/administration/maintain/supported_versions.rst:56 msgid "March 2023" msgstr "Marzo de 2023" -#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:58 msgid "Odoo saas~16.1" msgstr "Odoo saas~16.1" -#: ../../content/administration/maintain/supported_versions.rst:58 +#: ../../content/administration/maintain/supported_versions.rst:62 msgid "February 2023" msgstr "Febrero de 2023" -#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:64 msgid "**Odoo 16.0**" msgstr "**Odoo 16.0**" -#: ../../content/administration/maintain/supported_versions.rst:64 -#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:68 +#: ../../content/administration/maintain/supported_versions.rst:99 msgid "October 2022" msgstr "Octubre de 2022" -#: ../../content/administration/maintain/supported_versions.rst:65 -msgid "October 2025 (planned)" -msgstr "Octubre de 2025 (planeado)" +#: ../../content/administration/maintain/supported_versions.rst:69 +msgid "November 2025 (planned)" +msgstr "Noviembre de 2025 (planeado)" -#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:70 msgid "Odoo saas~15.2" msgstr "Odoo saas~15.2" -#: ../../content/administration/maintain/supported_versions.rst:70 +#: ../../content/administration/maintain/supported_versions.rst:74 msgid "March 2022" msgstr "Marzo de 2022" -#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:75 msgid "January 2023" msgstr "Enero de 2023" -#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:76 msgid "Odoo saas~15.1" msgstr "Odoo saas~15.1" -#: ../../content/administration/maintain/supported_versions.rst:76 +#: ../../content/administration/maintain/supported_versions.rst:80 msgid "February 2022" msgstr "Febrero de 2022" -#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:81 msgid "July 2022" msgstr "Julio de 2022" -#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:82 msgid "**Odoo 15.0**" msgstr "**Odoo 15.0**" -#: ../../content/administration/maintain/supported_versions.rst:82 +#: ../../content/administration/maintain/supported_versions.rst:86 msgid "October 2021" msgstr "Octubre de 2021" -#: ../../content/administration/maintain/supported_versions.rst:83 -msgid "October 2024 (planned)" -msgstr "Octubre de 2024 (planeado)" +#: ../../content/administration/maintain/supported_versions.rst:87 +msgid "November 2024 (planned)" +msgstr "Noviembre de 2024 (planeado)" -#: ../../content/administration/maintain/supported_versions.rst:84 +#: ../../content/administration/maintain/supported_versions.rst:88 msgid "**Odoo 14.0**" msgstr "**Odoo 14.0**" -#: ../../content/administration/maintain/supported_versions.rst:88 +#: ../../content/administration/maintain/supported_versions.rst:92 msgid "October 2020" msgstr "Octubre de 2020" -#: ../../content/administration/maintain/supported_versions.rst:89 -msgid "November 2023 (planned)" -msgstr "Noviembre de 2023 (planeado)" - -#: ../../content/administration/maintain/supported_versions.rst:90 +#: ../../content/administration/maintain/supported_versions.rst:94 msgid "**Odoo 13.0**" msgstr "**Odoo 13.0**" -#: ../../content/administration/maintain/supported_versions.rst:94 +#: ../../content/administration/maintain/supported_versions.rst:98 msgid "October 2019" msgstr "Octubre de 2019" -#: ../../content/administration/maintain/supported_versions.rst:99 +#: ../../content/administration/maintain/supported_versions.rst:100 +msgid "Older versions" +msgstr "Versiones anteriores" + +#: ../../content/administration/maintain/supported_versions.rst:104 +msgid "Before 2019" +msgstr "Anterior a 2019" + +#: ../../content/administration/maintain/supported_versions.rst:105 +msgid "Before 2022" +msgstr "Anterior a 2022" + +#: ../../content/administration/maintain/supported_versions.rst:107 +msgid "Legend" +msgstr "Leyenda" + +#: ../../content/administration/maintain/supported_versions.rst:109 msgid "|green| Supported version" msgstr "|green| Versión con soporte" -#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:111 msgid "|red| End-of-support" msgstr "|red| Fin del soporte" -#: ../../content/administration/maintain/supported_versions.rst:103 +#: ../../content/administration/maintain/supported_versions.rst:113 msgid "N/A Never released for this platform" msgstr "N/A Nunca hubo para esta plataforma" -#: ../../content/administration/maintain/supported_versions.rst:105 -msgid "🏁 Future version, not released yet" -msgstr "🏁 Versión futura, aún no está disponible" - #: ../../content/administration/maintain/supported_versions.rst:116 -msgid "I run an older version of Odoo/OpenERP/TinyERP" -msgstr "Uso una versión más antigua de Odoo/OpenERP/TinyERP" - -#: ../../content/administration/maintain/supported_versions.rst:118 -msgid "" -"Odoo 12.0, 11.0, 10.0, 9.0, and 8.0 are not supported anymore, on any " -"platform." -msgstr "" -"Odoo 12.0, 11.0, 10.0, 9.0 y 8.0 ya no reciben soporte en ninguna " -"plataforma." - -#: ../../content/administration/maintain/supported_versions.rst:120 -msgid "" -"OpenERP 7.0, 6.1, 6.0 and 5.0 are not supported anymore, on any platform." -msgstr "" -"OpenERP 7.0, 6.1, 6.0 y 5.0 ya no reciben soporte en ninguna plataforma." - -#: ../../content/administration/maintain/supported_versions.rst:122 -msgid "" -"TinyERP 4.0, 3.0, 2.0 and 1.0 are not supported anymore, on any platform." -msgstr "" -"TinyERP 4.0, 3.0, 2.0 y 1.0 ya no reciben soporte en ninguna plataforma." - -#: ../../content/administration/maintain/supported_versions.rst:124 msgid "" "Even though we don't support older versions, you can always `upgrade from " "any version `_." @@ -7019,7 +7017,6 @@ msgstr "Contenedores" #: ../../content/administration/odoo_sh/getting_started/settings.rst:6 #: ../../content/administration/odoo_sh/getting_started/status.rst:6 #: ../../content/administration/odoo_sh/overview.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:8 msgid "Overview" msgstr "Información general" @@ -8376,8 +8373,8 @@ msgstr "" "Está disponible para ramas de producción y de prueba de proyectos válidos." #: ../../content/administration/odoo_sh/getting_started/branches.rst:298 -msgid ":doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`" -msgstr ":doc:`Actualizar - Odoo.sh <../../upgrade/odoo_sh>`" +msgid ":doc:`Upgrade documentation <../../upgrade>`" +msgstr ":doc:`Documentación de actualización <../../upgrade>`" #: ../../content/administration/odoo_sh/getting_started/branches.rst:303 #: ../../content/administration/odoo_sh/getting_started/settings.rst:3 @@ -11086,1612 +11083,858 @@ msgid "" msgstr "" "La documentación le ayduará a lanzar su proyecto de Odoo.sh rápidamente. " +#: ../../content/administration/upgrade.rst:5 +msgid "" +"An upgrade is the process of moving your database from an older version to a" +" newer :doc:`supported version ` (e.g., Odoo " +"14.0 to Odoo 16.0). Frequently upgrading is essential as each version comes " +"with new and improved features, bug fixes, and security patches." +msgstr "" +"Se le llama actualización al proceso de cambiar su base de datos de una " +"versión anterior a una :doc:`versión compatible más nueva " +"` (por ejemplo, de Odoo 14.0 a Odoo 16.0). Se " +"recomienda realizar actualizaciones con frecuencia ya que cada versión " +"contiene funciones nuevas y mejoradas, correcciones de errores y parches de " +"seguridad." + +#: ../../content/administration/upgrade.rst:13 +msgid "" +"The Rolling Release process allows Odoo Online customers to upgrade their " +"database directly from a message prompt sent to the database administrator " +"as soon as a new version is released. The invitation to upgrade is only sent" +" if no issues are detected during the automatic tests." +msgstr "" +"El proceso de lanzamiento continuo permite a los clientes de Odoo en línea " +"actualizar su base de datos directamente desde el envío de un mensaje al " +"administrador de la base de datos tan pronto como se publique una nueva " +"versión. La invitación para actualizar solo se envía si no se detectan " +"problemas durante las pruebas automáticas." + +#: ../../content/administration/upgrade.rst:0 +msgid "The upgrade message prompt on the top right of the database" +msgstr "" +"Verá el mensaje de actualización en la parte superior derecha de la base de " +"datos." + #: ../../content/administration/upgrade.rst:20 msgid "" -"An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo " -"15.0)." +"It is strongly recommended to manually :ref:`test the upgrade first " +"`. Clicking :guilabel:`I want to test first` redirects" +" to `the database manager `_, where it " +"is possible to request an upgraded test database and check it for any " +"discrepancies." msgstr "" -"Una actualización es cambiar a una versión más nueva de Odoo.sh (por " -"ejemplo, de Odoo 14.0 a Odoo 15.0)." - -#: ../../content/administration/upgrade.rst:22 -msgid "An upgrade does not cover:" -msgstr "Una actualización no cubre:" - -#: ../../content/administration/upgrade.rst:24 -msgid "" -"Changing :ref:`editions ` (i.e., Community to " -"Enterprise edition)" -msgstr "" -"Cambiar :ref:`ediciones ` (por ejemplo, de la " -"edición Community a Enterprise)." +"Se recomienda hacer :ref:`pruebas antes de la actualización " +"`. Si hace clic en :guilabel:`quiero probar primero`, " +"se le redirigirá al `administrador de bases de datos " +"`_, ahí podrá solicitar una base de " +"datos de prueba actualizada y verificar que no haya ninguna discrepancia." #: ../../content/administration/upgrade.rst:25 msgid "" -"Switching :ref:`hosting type ` (i.e., On-" -"Premise to Odoo Online or Odoo.sh)" +"It is **not** recommended to click :guilabel:`Upgrade Now` without testing " +"first, as it immediately triggers the live production database upgrade." msgstr "" -"Cambiar el :ref:`tipo de alojamiento ` " -"(por ejemplo, de Local a Odoo en línea u Odoo.sh). " +"**No** se recomienda hacer clic en :guilabel:`actualizar ahora` sin realizar" +" pruebas primero, ya que esto activa inmediatamente la actualización de la " +"base de datos de producción." -#: ../../content/administration/upgrade.rst:27 -msgid "Migration from another ERP to Odoo" -msgstr "Migración de otro ERP a Odoo " +#: ../../content/administration/upgrade.rst:28 +msgid "" +"If the Rolling Release process detects an issue with the upgrade, it will be" +" deactivated until the issue is resolved." +msgstr "" +"Si el proceso de lanzamiento continuo detecta un problema con la " +"actualización, se desactivará hasta que se resuelva el problema." -#: ../../content/administration/upgrade.rst:29 -#: ../../content/administration/upgrade.rst:148 -#: ../../content/administration/upgrade.rst:259 -#: ../../content/administration/upgrade/faq.rst:81 -#: ../../content/administration/upgrade/faq.rst:92 -#: ../../content/administration/upgrade/faq.rst:119 -msgid "|assistance-contact|" -msgstr "|ayuda-contacto|" +#: ../../content/administration/upgrade.rst:31 +msgid "An upgrade does not cover:" +msgstr "Una actualización no cubre:" -#: ../../content/administration/upgrade.rst:32 -msgid ":ref:`upgrade/sla`" -msgstr ":ref:`upgrade/sla`" +#: ../../content/administration/upgrade.rst:33 +msgid "Downgrading to a previous version of Odoo" +msgstr "Cambiar a una versión anterior de Odoo" + +#: ../../content/administration/upgrade.rst:34 +msgid "" +":doc:`Switching editions ` (e.g., from Community to " +"Enterprise)" +msgstr "" +":doc:`Cambiar ediciones ` (por ejemplo, de Community a " +"Enterprise)" + +#: ../../content/administration/upgrade.rst:35 +msgid "" +":doc:`Changing hosting type ` " +"(e.g., from on-premise to Odoo Online)" +msgstr "" +":doc:`Cambiar tipo de alojamiento " +"` (por ejemplo, de local a " +"Odoo en línea)`" #: ../../content/administration/upgrade.rst:37 -msgid "Process workflow" -msgstr "Procesar flujo de trabajo" +msgid "Migrating from another ERP to Odoo" +msgstr "Migración de otro ERP a Odoo " -#: ../../content/administration/upgrade.rst:39 -msgid "The upgrade process in a nutshell:" -msgstr "Un resumen del proceso de actualización: " - -#: ../../content/administration/upgrade.rst:41 -msgid "You create a test upgrade request." -msgstr "Se crea una solicitud de actualización de prueba " - -#: ../../content/administration/upgrade.rst:42 +#: ../../content/administration/upgrade.rst:40 msgid "" -"Odoo processes the request automatically by running the database through an " -"upgrade script, which takes between 20 and 120 minutes." +"If your database contains a **custom module**, you must first upgrade its " +"source code to be compatible with the new version of Odoo **before " +"upgrading**." msgstr "" -"Odoo procesa la solicitud automáticamente al pasar la base de datos a través" -" de un script de actualización, lo que tarda de 20 a 120 minutos. " +"Si su base de datos contiene un **módulo personalizado**, lo primero será " +"actualizar su código fuente para que sea compatible con la nueva versión de " +"Odoo **antes de realizar la actualización**." -#: ../../content/administration/upgrade.rst:44 -msgid "Odoo delivers a test database." -msgstr "Odoo entrega una base de datos de prueba. " - -#: ../../content/administration/upgrade.rst:45 -msgid "" -"You test your database for possible discrepancies (see :ref:`upgrade/test-" -"guidance`)." -msgstr "" -"Pone a prueba su base de datos en busca de posibles discrepancias ver " -"(:ref:`upgrade/test-guidance`)." - -#: ../../content/administration/upgrade.rst:46 -msgid "" -"If there are any discrepancies, you report them to the Upgrade support team " -"via the help portal (see :ref:`upgrade/test-assistance`)." -msgstr "" -"Si hay muchas discrepancias, las reporta al equipoo de asistencia de " -"Actualizaciones a través del portal de ayuda (ver :ref:`upgrade/test-" -"assistance`)." - -#: ../../content/administration/upgrade.rst:48 -msgid "We fix the issues and send you a new test database." -msgstr "" -"Arreglamos los problemas y le enviamos una nueva base de datos de prueba. " +#: ../../content/administration/upgrade.rst:47 +msgid "Upgrading in a nutshell" +msgstr "Resumen del proceso de actualización" #: ../../content/administration/upgrade.rst:49 msgid "" -"Once you have completed the testing and are happy with the result, you " -"decide on a date and time when you stop users from accessing Odoo, freeze " -"all data entries, and create an upgrade request for the production upgrade." +"Request an upgraded test database (see :ref:`obtaining an upgraded test " +"database `)." msgstr "" -"Una vez que haya completado la etapa de pruebas y esté satisfecho con el " -"resultado, debe decidir una fecha y hora en la que los usuarios ya no podrán" -" acceder a Odoo, congela la entrada de datos y crea una solicitud de " -"actualización para la mejora de producción. " +"Solicite una base de datos de prueba actualizada (consulte la " +":ref:`obtención de una base de datos de prueba actualizada `)." #: ../../content/administration/upgrade.rst:52 -msgid "Odoo delivers the production database through the automated process." -msgstr "" -"Odoo entrega la base de datos de producción a través del proceso de " -"automatización. " - -#: ../../content/administration/upgrade.rst:53 msgid "" -"You restore it in your Production environment a few short hours later and " -"continue working on the newly upgraded database (this is done automatically " -"on Odoo Online)." +"Thoroughly test the upgraded database (see :ref:`testing the new version of " +"the database `)." msgstr "" -"La reestablece en su ambiente de Producción unas horas después y continúa " -"trabajando en la base de datos recién actualizada (esto se hace " -"automáticamente a través de Odoo en línea). " +"Pruebe exhaustivamente la base de datos actualizada (consulte :ref:`prueba " +"de la nueva versión de la base de datos `)." -#: ../../content/administration/upgrade.rst:57 -msgid ":doc:`Upgrade process for Odoo Online `" +#: ../../content/administration/upgrade.rst:55 +msgid "" +"Report any issue encountered during the testing to Odoo via the `support " +"page `__." msgstr "" -":doc:`Proceso de actualización para Odoo en línea `" +"Reporte cualquier problema encontrado durante las pruebas a Odoo en la " +"`página de soporte `__." #: ../../content/administration/upgrade.rst:58 -msgid ":doc:`Upgrade process for Odoo.sh `" -msgstr ":doc:`Proceso de actualización para Odoo.sh `" +msgid "" +"(If applicable) : upgrade the source code of your custom module to be " +"compatible with the new version of Odoo." +msgstr "" +"(Si aplica): actualice el código fuente de su módulo personalizado para que " +"sea compatible con la nueva versión de Odoo." -#: ../../content/administration/upgrade.rst:59 -msgid ":doc:`Upgrade process for On-Premise `" -msgstr ":doc:`Porceso de actualización para Odoo local `" +#: ../../content/administration/upgrade.rst:61 +msgid "" +"Once all issues are resolved and you are confident that the upgraded " +"database can be used as your main database without any issues, plan the " +"upgrade of your production database." +msgstr "" +"Una vez que se resuelvan todos los problemas y esté seguro de que la base de" +" datos actualizada se puede utilizar como su base de datos principal, " +"planifique la actualización de su base de datos de producción." #: ../../content/administration/upgrade.rst:64 -msgid "Testing" -msgstr "Prueba" - -#: ../../content/administration/upgrade.rst:66 msgid "" -"This phase allows you to review an upgraded version of your database without" -" affecting your production database in any way. We suggest that you run the " -"test upgrade process at least once, but you can do it as many times as you " -"need (one at a time)." +"Request the upgrade for the production database, rendering it unavailable " +"for the time it takes to complete the process (see :ref:`upgrading the " +"production database `)." msgstr "" -"Esta fase le permite revisar una versión actualizada de su base de datos sin" -" afectar de ninguna forma su base de datos de producción. Le sugerimos que " -"haga la prueba del proceso de actualización por lo menos una vez, pero lo " -"puede hacer tantas veces como lo necesite (una a la vez). " +"Solicite la actualización de la base de datos de producción, no permita que " +"esté en uso durante el tiempo que tome completar el proceso (consulte la " +":ref:`actualización de la base de datos de producción `)." -#: ../../content/administration/upgrade.rst:70 +#: ../../content/administration/upgrade.rst:67 msgid "" -"Once you receive your upgraded test database, check that all data, " -"processes, and functionality are still correct and working as expected." +"Report any issue encountered during the upgrade to Odoo via the `support " +"page `__." msgstr "" -"Una vez que reciba su base de datos de prueba actualizada, revise que todos " -"sus datos, procesos y funcionalidad sigan estando correctos y funcionen como" -" deberían. " +"Reporte cualquier problema encontrado durante la actualización a Odoo en la " +"`página de soporte `__." -#: ../../content/administration/upgrade.rst:73 -msgid "" -"If you do find discrepancies, :ref:`report your issues ` and :ref:`request a new test database ` when the reported issues are fixed in the upgrade script." -msgstr "" -"Si encuentra discrepancias, :ref:`repórtelas ` y " -":ref:`solicite una nueva base de datos de prueba ` " -"cuando los problemas reportados se hayan solucionado en el script de " -"actualización. " +#: ../../content/administration/upgrade.rst:76 +msgid "Obtaining an upgraded test database" +msgstr "Obtener una base de datos de prueba actualizada" -#: ../../content/administration/upgrade.rst:77 +#: ../../content/administration/upgrade.rst:78 msgid "" -"If you do not find any discrepancies, you can move on to the upgrade of your" -" production database." +"The `Upgrade page `_ is the main platform for " +"requesting an upgraded database. However, depending on the hosting type, you" +" can upgrade from the command line (on-premise), the `Odoo Online database " +"manager `_, or your `Odoo.sh project " +"`_." msgstr "" -"Si no encuentra discrepancias, puede continuar con la actualización de su " -"base de datos de producción. " +"La `página de actualización `_ es la plataforma " +"principal para solicitar una base de datos actualizada. Sin embargo, según " +"el tipo de alojamiento, puede actualizar desde la línea de comandos (local)," +" el administrador de bases de datos en línea de Odoo " +"_, o su proyecto Odoo.sh " +"_." -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:84 msgid "" -"A test database is only intended for testing and remains completely " -"unrelated to your present or future production database. Any data you add, " -"or changes you make, will not be reflected in your upgraded production " -"database." +"The Upgrade platform follows the same `Privacy Policy " +"`_ as the other Odoo.com services. Visit the " +"`General Data Protection Regulation page `_ to " +"learn more about how Odoo handles your data and privacy." msgstr "" -"Una base de datos de pruebase usa para hacer pruebas y no tiene relación " -"alguna con su base de datos de producción futura o presente. No importa los " -"datos que agregue o los cambios que haga, estos no se verán reflejados en la" -" actualización de su base de datos de producción. " - -#: ../../content/administration/upgrade.rst:85 -msgid "" -"Test databases are neutered and features are disabled to prevent them from " -"having an impact on the production database:" -msgstr "" -"Las bases de datos de prubea se neutralizan y se desactivan sus funciones " -"para evitar que tengan un impacto en la base de datos de producción:" - -#: ../../content/administration/upgrade.rst:88 -msgid "" -"The serial number of the database is modified (to prevent it from sending " -"information as if it was the production database)." -msgstr "" -"El número de serie de la base de datos se modifica (para evitar que envie " -"información como si fuera la base de datos de producción)." - -#: ../../content/administration/upgrade.rst:90 -msgid "" -"The :ref:`base URL of the database ` is reset to " -"``http://localhost:8069`` and the email domain to ``localhost``." -msgstr "" -"La :ref:`URL base de la base de datos ` se " -"reestablece a ``http://localhost:8069`` y el dominio del correo electrónico " -"a ``localhost``." +"La plataforma de actualización sigue la misma `política de privacidad " +"`_ que los demás servicios de Odoo.com. Visite" +" el `reglamento general de protección de datos `_" +" para obtener más información sobre cómo Odoo maneja sus datos y privacidad." #: ../../content/administration/upgrade.rst:92 msgid "" -"Scheduled actions are disabled (the calendar synchronization, the bank " -"statement synchronization, the planned automated actions, the fetching of " -"incoming mail servers, etc.)." +"Odoo Online databases can be manually upgraded via the `database manager " +"`_." msgstr "" -"Las acciones programadas se desactivan (sincronización con el calendario, " -"sincornización con los estados de cuenta bancarios, acciones automatizadas " -"programadas, la búsqueda de servidores de correo entrante, etc.). " +"Las bases de datos de Odoo en línea se pueden actualizar de forma manual a " +"través del `administrador de bases de datos " +"`_." -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:95 msgid "" -"Outgoing mail servers are disabled by archiving the existing ones and adding" -" a fake/non-working one." +"The database manager displays all databases associated with the user's " +"account. Databases not on the most recent version of Odoo display an arrow " +"in a circle icon next to their name, indicating that they can be upgraded." msgstr "" -"Los servidores de correo saliente se deshabilitan. Para esto, los que ya " -"existen se archivan y además se agrega uno falso o uno que no funciona." - -#: ../../content/administration/upgrade.rst:96 -msgid "Payment providers and delivery carriers are reset to test environment." -msgstr "" -"Los proveedores de pago y los transportistas se restablecen a un entorno de " -"prueba. " - -#: ../../content/administration/upgrade.rst:97 -msgid "" -"Accounting localization Electronic Data Interchange (EDI) services are " -"disabled." -msgstr "" -"Los servicios de intercambio electrónico de datos (EDI) para la localización" -" contable se desactivan. " - -#: ../../content/administration/upgrade.rst:98 -msgid "A system parameter is set to tell the database has been neutered." -msgstr "" -"Se establece un parámetro de sistema para indicar que la bse de datos ha " -"sido neutralizada. " - -#: ../../content/administration/upgrade.rst:103 -msgid "Request a test database" -msgstr "Solicitar una base de datos de prueba " - -#: ../../content/administration/upgrade.rst:105 -msgid "" -"Follow the instructions available per hosting type on the `website form " -"`_ and select *Testing* purpose." -msgstr "" -"Siga las instrucciones disponibles según el tipo de alojamiento en el " -"`formulario de sitio web `_ y seleccione el " -"propósito de *Prueba*." - -#: ../../content/administration/upgrade.rst-1 -msgid "Selection of the \"Testing\" purpose in the upgrade form on Odoo" -msgstr "" -"Selección del propósito de \"Prueba\" en el formulario de actualización de " -"Odoo " - -#: ../../content/administration/upgrade.rst:115 -msgid "Test guidance" -msgstr "Guía de prueba" - -#: ../../content/administration/upgrade.rst:117 -msgid "" -"Every business and organization has its own operational needs and has to " -"test its specific Odoo database individually. We recommend you look at `the " -"test scenario " -"`_" -" for further information." -msgstr "" -"Cada negocio y empresa tiene sus propias necesidades operacionales y debe " -"poner a prueba su base de datos de Odoo específica de manera individual. Le " -"recomendamos revisar el `escenario de prueba " -"`_" -" para obtener más información." - -#: ../../content/administration/upgrade.rst:122 -msgid "change link \"test scenario\" once the related doc is published" -msgstr "" -"cambie el enlace \"escenario de prueba\" una vez que el documento " -"corresponidente esté publicado. " - -#: ../../content/administration/upgrade.rst:127 -#: ../../content/administration/upgrade.rst:172 -msgid "Assistance" -msgstr "Asistencia" - -#: ../../content/administration/upgrade.rst:129 -msgid "" -"If you encounter an issue in the **test database**, please get in touch with" -" Odoo Upgrade Support via the `Odoo Support page " -"`_." -msgstr "" -"Si tiene un problema con la **base de datos de prueba**, póngase en contacto" -" con Soporte de Actualización de Odoo a través de `la página de Soporte de " -"Odoo `_." - -#: ../../content/administration/upgrade.rst:132 -msgid "" -"Under the *Ticket Description* section, select *An issue related to my " -"upgrade* ticket type." -msgstr "" -"En la sección de *Descripción del Ticket*, seleccione el tipo de ticket *Un " -"problema relacionado con mi actualización*." +"El administrador de la base de datos muestra todas las bases de datos " +"vinculadas a la cuenta del usuario. Las bases de datos que no están en la " +"versión más reciente de Odoo muestran un ícono de una flecha en un círculo " +"junto a su nombre, indicando que se pueden actualizar." #: ../../content/administration/upgrade.rst:0 msgid "" -"Selection of \"An issue related to my upgrade\" as Ticket Type in the " -"support form on Odoo" +"The database manager with an upgrade button next to the name of a database." msgstr "" -"Selección de \"Un problema relacionado con mi actualización\" como Tipo de " -"Ticket en el formulario de soporte en Odoo. " +"El administrador de la base de datos con un botón de actualización junto al " +"nombre de la base de datos." -#: ../../content/administration/upgrade.rst:139 +#: ../../content/administration/upgrade.rst:102 msgid "" -"If you choose another *Ticket Description* type, the request will be " -"redirected to another team. This will slow down the processing and response " -"time." +"Click the **arrow in a circle** icon to start the upgrade process. In the " +"popup, fill in:" msgstr "" -"Si elige otro tipo de *Descripción de Ticket*, la solicitud se enviará a " -"otro equipo. Esto hará más lento el proceso y el tiempo de respuesta. " +"Haga clic en el icono de la **flecha en un círculo** para iniciar el proceso" +" de actualización. En la ventana emergente, complete la siguiente " +"información:" -#: ../../content/administration/upgrade.rst:142 -#: ../../content/administration/upgrade.rst:185 +#: ../../content/administration/upgrade.rst:104 msgid "" -"Please provide as much detail as you can (i.e., videos and screenshots to " -"illustrate your issue). This will avoid clarifying questions and speed up " -"the resolution process significantly." +"The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -"Proporcione tantos detalles como pueda (por ejemplo, videos y capturas de " -"pantalla para ilustrar su problema). Esto evitará que se hagan preguntas " -"aclaratorias y hará más rápida la resolución del proceso de manera " -"significativa. " +"La **versión** de Odoo a la que desea actualizar, generalmente es la última " +"versión." -#: ../../content/administration/upgrade.rst:146 +#: ../../content/administration/upgrade.rst:105 msgid "" -"The purpose of the test phase is not to correct existing data or " -"configurations in your database." +"The **email** address that should receive the link to the upgraded database" msgstr "" -"El propósito de la fase de prueba no es corregir los datos existentes o la " -"configuración en su base de datos. " +"El **correo electrónico** que debe recibir el enlace a la base de datos " +"actualizada" -#: ../../content/administration/upgrade.rst:153 -msgid "The production launch" -msgstr "El lanzamiento de la producción" - -#: ../../content/administration/upgrade.rst:155 -msgid "" -"The production upgrade request is when you decide to upgrade your current " -"database with all your production data (invoices, VAT returns, inventories, " -"current orders) to a new version of your choice." -msgstr "" -"La solicitud para actualizar la producción es cuando decide actualizar su " -"base de datos actual con todos sus datos de producción (facturas, devolución" -" de IVA, inventario, órdenes actuales) a una nueva versión de su elección. " - -#: ../../content/administration/upgrade.rst:159 -msgid "" -"After your :ref:`tests ` are completed to your " -"satisfaction, submit the request to upgrade your production database via our" -" `website form `_. Select *Production* purpose." -msgstr "" -"Después de completar satisfactoriamente sus :ref:`pruebas `,envíe la solicitud para actualizar su base de datos de producción a " -"través del `formulario del sitio web `_. " -"Seleccione el propósito de *Producción*. " - -#: ../../content/administration/upgrade.rst:164 -msgid "Going into production without first testing may lead to:" -msgstr "" -"Empezar a usar la producción sin hacer pruebas primero puede ocasionar: " - -#: ../../content/administration/upgrade.rst:166 -msgid "" -"business interruptions (e.g., no longer having the possibility to validate " -"an action)" -msgstr "" -"interrupciones del negocio (por ejemplo, no tener ya la posibilidad de " -"validar una acción) " - -#: ../../content/administration/upgrade.rst:167 -msgid "" -"poor customer experiences (e.g., an eCommerce website that does not work " -"correctly)" -msgstr "" -"mala experiencia del cliente (por ejemplo, un sitio web de comercio " -"electrónico que no funcione correctamente)" - -#: ../../content/administration/upgrade.rst:174 -msgid "" -"If you encounter issues or problems in the **production database**, please " -"get in touch with **Odoo Support**:" -msgstr "" -"Si tiene problemas en la **base de datos de producción**, póngase en " -"contacto con **Soporte de Odoo**: " - -#: ../../content/administration/upgrade.rst:177 -msgid "Connect to our `Odoo Support page `_." -msgstr "" -"Visite nuestra `página de Soporte de Odoo `_." - -#: ../../content/administration/upgrade.rst:178 -msgid "" -"Under the *Ticket Description* section, select the appropriate type related " -"to your issue but **do not select** the option *An issue related to my " -"upgrade*." -msgstr "" -"En la sección de *Descripción del Ticket*, seleccione el tipo que le " -"corresponda a su problema pero **no seleccione** la opción *Un problema " -"relacionado con mi actualización*. " - -#: ../../content/administration/upgrade.rst:182 -msgid "" -"After upgrading to production, the support will be provided by the Support " -"team instead of the Upgrade team." -msgstr "" -"Después de actualizar a producción, el equipo de soporte le proporcionará " -"ayuda en lugar del equipo de actualización. " - -#: ../../content/administration/upgrade.rst:189 -msgid "" -"If you choose *An issue related to my upgrade* as ticket type, the request " -"will be redirected to another team than the support one and will slow down " -"the processing and response time." -msgstr "" -"Si elige *Un problema relacionado con mi actualización* como tipo de ticket," -" la solicitud se enviará a otro equipo y no al de soporte, lo que hará más " -"lento el proceso y el tiempo de respuesta. " - -#: ../../content/administration/upgrade.rst:195 -msgid "Help" -msgstr "Ayuda" - -#: ../../content/administration/upgrade.rst:200 -msgid "Contact our upgrade service support" -msgstr "Contácte a nuestro servicio de soporte de actualización " - -#: ../../content/administration/upgrade.rst:202 -msgid "" -"Should you have any more questions about the upgrade, do not hesitate to " -"send a message to `Odoo Upgrade Team `_. We will be" -" happy to answer it as soon as possible." -msgstr "" -"Si tiene más preguntas acerca de la actualización, no dude en enviar un " -"mensaje al `Equipo de Actualización de Odoo `_. " -"Estaremos más que felices de responderle tan pronto como sea posible. " - -#: ../../content/administration/upgrade.rst:210 -msgid "" -"Please note that Odoo provides support and bug fixing only for the three " -"last major versions of Odoo." -msgstr "" -"Tenga en cuenta que Odoo proporciona soporte y corrección de errores solo " -"para las tres últimas versiones principales de Odoo. " - -#: ../../content/administration/upgrade.rst:213 -msgid "" -"This is a factor to take into consideration before upgrading. If you are on " -"an older version, we suggest you to prefer the most recent version to " -"benefit from longer support (before having to upgrade again)." -msgstr "" -"Debe considerar este factor antes de realizar la actualización. Si usa una " -"versión más antigua, le sugerimos usar la versión más reciente para " -"beneficiarse de un tiempo de soporte más largo (antes de tener que " -"actualizar de nuevo). " - -#: ../../content/administration/upgrade.rst:218 -msgid ":doc:`maintain/supported_versions`" -msgstr ":doc:`maintain/supported_versions`" - -#: ../../content/administration/upgrade.rst:223 -msgid "Service-level agreement (SLA)" -msgstr "Acuerdo de nivel de servicio (SLA, por sus siglas en inglés) " - -#: ../../content/administration/upgrade.rst:225 -msgid "" -"With Odoo Enterprise, upgrading a database to the most recent version of " -"Odoo is **free**, including any support required to rectify potential " -"discrepancies in the upgraded database." -msgstr "" -"Con Odoo Enterprise, actualizar la base de datos a la versión más reciente " -"es **gratis** e incluye cualquier tipo de soporte requerido para rectificar " -"posibles discrepancias en la base de datos actualizada. " - -#: ../../content/administration/upgrade.rst:228 -msgid "" -"Information about the upgrade services included in the Enterprise Licence is" -" available in the :ref:`Odoo Enterprise Subscription Agreement `. " -"However, this section clarifies what upgrade services you can expect." -msgstr "" -"Tiene disponible información acerca de los servicios de actualización que " -"incluye la Licencia Enterprise en el :ref:`Acuerdo de Suscripción de Odoo " -"Enterprise `. Sin embargo, esta sección aclara qué servicios de " -"actualización puede esperar." - -#: ../../content/administration/upgrade.rst:233 -msgid "Upgrade services covered by the SLA" -msgstr "Servicios de actualización que cubre el SLA " - -#: ../../content/administration/upgrade.rst:235 -msgid "" -"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " -"self-hosted (On-Premise) can benefit from upgrade services at all times for:" -msgstr "" -"Las bases de datos alojadas en las plataformas en la nube de Odoo (Odoo en " -"línea y Odoo.sh) o que se alojan a si mismas (Local) se pueden beneficiar de" -" los servicios de actualización en todo momento para: " - -#: ../../content/administration/upgrade.rst:238 -msgid "the upgrade of all **standard applications**;" -msgstr "actualizar todas las **aplicaciones estándar**;" - -#: ../../content/administration/upgrade.rst:239 -msgid "" -"the upgrade of all **customizations created with the Studio app**, as long " -"as Studio is still installed and the respective subscription is still " -"active; and" -msgstr "" -"actualizar todas las **personalizaciones creadas con la aplicación Studio**," -" siempre y cuando Studio siga instalado y la suscripción correspondiente " -"siga activa; y " - -#: ../../content/administration/upgrade.rst:241 -msgid "" -"the upgrade of all **developments and customizations covered by a " -"maintenance of customizations subscription**." -msgstr "" -"actualizar todos los **desarrollos y personalizaciones que cubre una " -"suscripción de mantenimiento para las personalizaciones**. " - -#: ../../content/administration/upgrade.rst:244 -msgid "" -"Upgrade services are limited to the technical conversion and adaptation of a" -" database (standard modules and data) to make it compatible with the version" -" targeted by the upgrade." -msgstr "" -"Los servicios de actualización se limitan a una conversión técnica y la " -"adaptación de una base de datos (módulos estándar y datos) para hacerlos " -"compatibles con la versión objetivo de la actualización. " - -#: ../../content/administration/upgrade.rst:248 -msgid "Upgrade services not covered by the SLA" -msgstr "Servicios de actualización que no cubre el SLA" - -#: ../../content/administration/upgrade.rst:250 -msgid "The following upgrade-related services are **not** included:" -msgstr "" -"Los siguientes servicios relacionados con la actualización **no** incluyen: " - -#: ../../content/administration/upgrade.rst:252 -msgid "" -"the **cleaning** of pre-existing data and configurations while upgrading;" -msgstr "" -"la **limpieza** de datos y configuraciones pre-existentes al momento de " -"actualizar; " - -#: ../../content/administration/upgrade.rst:253 -msgid "" -"the upgrade of **custom modules created in-house or by third parties**, " -"including Odoo partners;" -msgstr "" -"la actualización de **módulos personalizados creados internamente o por " -"externos**, incluyendo partners de Odoo; " - -#: ../../content/administration/upgrade.rst:254 -msgid "" -"lines of **code added to standard modules**, i.e., customizations created " -"outside the Studio app, code entered manually, and :ref:`automated actions " -"using Python code `; and" -msgstr "" -"líneas de **código agregadas a módulos estándar**, por ejemplo, " -"personalizaciones creadas fuera de la aplicación Studio, código introducido " -"manualmente y :ref:`acciones automatizadas usando código Python " -"`; y" - -#: ../../content/administration/upgrade.rst:257 -msgid "**training** on using the upgraded version's features and workflows." -msgstr "" -"**capacitación** para usar las funciones de la versión actualizada y flujos " -"de trabajo. " - -#: ../../content/administration/upgrade.rst:262 -msgid ":doc:`Upgrade FAQ `" -msgstr ":doc:`Preguntas frecuentes sobre Actualizar `" - -#: ../../content/administration/upgrade.rst:263 -msgid ":doc:`Odoo.sh documentation `" -msgstr ":doc:`documentación de Odoo.sh `" - -#: ../../content/administration/upgrade.rst:264 -msgid ":doc:`Supported Odoo versions `" -msgstr ":doc:`Versiones de Odoo compatibles `" - -#: ../../content/administration/upgrade/faq.rst:8 -msgid "FAQ" -msgstr "Preguntas frecuentes" - -#: ../../content/administration/upgrade/faq.rst:13 -msgid "Why upgrade" -msgstr "¿Por qué actualizar? " - -#: ../../content/administration/upgrade/faq.rst:15 -msgid "" -"You benefit from the latest features of the :ref:`new major version " -"` released by Odoo." -msgstr "" -"Se beneficiará de las funciones más recientes de :ref:`la nueva versión " -"principal ` que lanzó Odoo. " - -#: ../../content/administration/upgrade/faq.rst:17 -msgid "" -"If you are in an :ref:`unsupported version `, " -"you get a new version with support." -msgstr "" -"Si está utilizando una :ref:`versión no compatible `, obtendrá una nueva versión con soporte incluido. " - -#: ../../content/administration/upgrade/faq.rst:23 -msgid "When to upgrade" -msgstr "¿Cuándo actualizar? " - -#: ../../content/administration/upgrade/faq.rst:25 -msgid "" -"Whenever you want. You can make your upgrade request as soon as a new " -"version is released or when your version turns unsupported, and you still " -"wish to enjoy support." -msgstr "" -"Cuando usted quiera. Puede realizar su solicitud de actualización tan pronto" -" como se lanza una nueva versión o cuando su versión ya no sea compatible, y" -" aún quiera beneficiarse del soporte. " - -#: ../../content/administration/upgrade/faq.rst:31 -msgid "Availability of the new version" -msgstr "Disponibilidad de la nueva versión " - -#: ../../content/administration/upgrade/faq.rst:33 -msgid "" -"As soon as Odoo announces the release of a new major version, you can create" -" a test upgrade request to try the latest version. Please note that at this " -"point, the upgrade scripts will only have been tested with demo data. Please" -" report any issue you might encounter while testing via the `Odoo Support " -"page `_ and make sure to be happy with your test " -"version before requesting the upgrade of your database in production." -msgstr "" -"Tan pronto como Odoo anuncia el lanzamiento de una nueva versión principal, " -"puede crear una solicitud para una actualización de prueba para probar la " -"versión mas reciente. Tenga en cuenta que, para este punto, los scripts de " -"actualización solo se han probado con datos de prueba. Reporte cualquier " -"problema que pueda aparecer al momento de hacer la prueba en la `página de " -"Soporte de Odoo `_ y asegúrese de estar " -"satisfecho con su versión de prueba antes de solicitar la actualización de " -"su base de datos de producción. " - -#: ../../content/administration/upgrade/faq.rst:42 -msgid "Duration of the upgrade" -msgstr "Duración de la actualización " - -#: ../../content/administration/upgrade/faq.rst:44 -msgid "It is impossible to give time estimates for every upgrade request." -msgstr "" -"Es imposible darle un tiempo estimado para cada solicitud de actualización. " - -#: ../../content/administration/upgrade/faq.rst:46 -msgid "" -"In general, the \"smaller\" the database, the quickest the upgrade request " -"is completed. A single-user database that uses only CRM will be processed " -"faster than a multi-company, multi-user database that uses Accounting, " -"Sales, Purchase, and Manufacturing." -msgstr "" -"En general, entre \"más pequeña\" sea la base de datos, más rápido se " -"completará la solicitud para actualizar. Una base de datos de un solo " -"usuario que solo utiliza CRM se procesará más rápido que una base de datos " -"multi-empresa de varios usuarios que utilice Contabilidad, Ventas, Compras y" -" Fabricación." - -#: ../../content/administration/upgrade/faq.rst:50 -msgid "" -"You can expect the time it takes for the platform to upgrade the test " -"database to be similar to the production upgrade." -msgstr "" -"Puede esperar que el tiempo que tarda la plataforma en actualizar la base de" -" datos de prueba sea similar al de la actualización de su producción. " - -#: ../../content/administration/upgrade/faq.rst:56 -msgid "Duration of the upgrade project" -msgstr "Duración del proyecto de actualización " - -#: ../../content/administration/upgrade/faq.rst:58 -msgid "" -"It depends on the user involvement (the time spent on testing, reporting " -"problems, etc.) and the issues encountered that might need to be addressed " -"by our technical team." -msgstr "" -"Dependerá de la intervención del usuario (el tiempo invertido en hacer " -"pruebas, reportar problmeas, etc.) y los problemas encontrados que nuestro " -"equipo técnico pueda solucionar. " - -#: ../../content/administration/upgrade/faq.rst:61 -msgid "So, in a nutshell, what can impact your upgrade lead time?" -msgstr "" -"Entonces, en resumen, ¿qué puede imapctar el plazo de actualización? " - -#: ../../content/administration/upgrade/faq.rst:63 -msgid "Source & targeted versions" -msgstr "Fuente y versiones objetivo " - -#: ../../content/administration/upgrade/faq.rst:64 -msgid "Installed apps" -msgstr "Aplicaciones instaladas" - -#: ../../content/administration/upgrade/faq.rst:65 -msgid "Volume of data" -msgstr "Volúmen de datos " - -#: ../../content/administration/upgrade/faq.rst:66 -msgid "" -"Amount of customization (models, fields, methods, workflows, reports, " -"website, etc.)" -msgstr "" -"Cantidad de personalizaciones (modelos, campos, métodos, flujos de trabajo, " -"reportes, sitios web, etc.) " - -#: ../../content/administration/upgrade/faq.rst:67 -msgid "" -"Installation of new apps or configuration changes after the start of the " -"test phase" -msgstr "" -"Instalación de nuevas aplicaciones o cambios en la configuración después de " -"comenzar la fase de pruebas. " - -#: ../../content/administration/upgrade/faq.rst:68 -msgid "User commitment" -msgstr "Compromiso del usuario " - -#: ../../content/administration/upgrade/faq.rst:73 -msgid "Upgrade of the custom modules" -msgstr "Actualización de los módulos personalizados" - -#: ../../content/administration/upgrade/faq.rst:75 -msgid "" -"As stated in our :doc:`/legal/terms/enterprise`, section " -":ref:`charges_standard`, this optional service is subject to additional " -"fees." -msgstr "" -"Tal como aparece en nuestro :doc:`/legal/terms/enterprise`, en la sección " -":ref:`charges_standard`, este servicio opcional está sujeto a tarifas " -"adicionales. " - -#: ../../content/administration/upgrade/faq.rst:78 -msgid "" -"Depending on your situation, the custom code could be upgraded by our " -"services, by one of our partners, or you can do it yourself." -msgstr "" -"Dependiendo de su situación, el código personalizado puede actualizarse por " -"nuestros servicios, uno de nuestros partners o lo puede hacer usted mismo. " - -#: ../../content/administration/upgrade/faq.rst:86 -msgid "Upgrade or Migration" -msgstr "Actualizar o Migrar " - -#: ../../content/administration/upgrade/faq.rst:88 -msgid "" -"An upgrade is switching to a newer version of Odoo, while a migration " -"reflects the change of :ref:`editions ` or " -"change of :ref:`hosting type `." -msgstr "" -"Una actualización cambia a una nueva versión de Odoo, mientras que una " -"migración refleja el cambio de :ref:`ediciones ` o el cambio de :ref:`tipo de alojamiento `." - -#: ../../content/administration/upgrade/faq.rst:97 -msgid "Editions change (from Community to Enterprise)" -msgstr "Cambio de ediciones (de Community a Enterprise) " - -#: ../../content/administration/upgrade/faq.rst:99 -msgid "" -"The upgrade always returns an Enterprise edition of Odoo, whether the " -"database you sent was a community or enterprise edition. It is required to " -"have an enterprise subscription to upgrade." -msgstr "" -"La actualización siempre regresa a una edición Enterprise de Odoo, no " -"importa si la base de datos que envió fue una edición Community o " -"Enterprise. Se requiere una suscripción enterprise para actualizar. " - -#: ../../content/administration/upgrade/faq.rst:103 -msgid "" -"If you need assistance on this matter, please contact us via the `Odoo " -"Support page `_." -msgstr "" -"Si necesita ayuda en este asunto, contáctenos a través de la `página de " -"Soporte de Odoo `_." - -#: ../../content/administration/upgrade/faq.rst:107 -msgid "`Editions `_" -msgstr "`Ediciones `_" - -#: ../../content/administration/upgrade/faq.rst:112 -msgid "Switching the hosting types (On-premise vs. Odoo Online vs. Odoo.sh)" -msgstr "" -"Cambiar los tipos de alojamiento (Local vs. Odoo en línea vs. Odoo.sh) " - -#: ../../content/administration/upgrade/faq.rst:114 -msgid "" -"An upgrade does not cover a change of `Hosting types " -"`_." -msgstr "" -"Una actualización no cubre el cambio de `Tipo de alojamiento " -"`_." - -#: ../../content/administration/upgrade/faq.rst:116 -msgid "" -"Open the following link to get :doc:`more information about how to change " -"your hosting type <../maintain/hosting_changes>`." -msgstr "" -"Abra el siguiente enlace para obtener :doc:`más información acerca de cómo " -"cambiar su tipo de alojamiento <../maintain/hosting_changes>`." - -#: ../../content/administration/upgrade/faq.rst:124 -msgid "The Upgrade Report" -msgstr "El reporte de actualización " - -#: ../../content/administration/upgrade/faq.rst:126 -msgid "" -"When an upgrade request completes successfully (test or production), you " -"receive an email notification about it that includes an 'Upgrade Report'. " -"This report is also sent to you via the Discuss app. It contains valuable " -"information regarding changes that occurred during the upgrade. While it " -"serves as a guide to possible issues to look out for, it is not an " -"exhaustive list. It remains imperative that you test the upgraded database " -"thoroughly and report any discrepancies you might find, before you decide to" -" upgrade your production database." -msgstr "" -"Cuando una solicitud de actualización se completa de manera éxitosa (de " -"prueba o de producción), recibirá un correo con una notificación que incluye" -" un 'Reporte de actualización'. Este reporte también se le envia a través de" -" la aplicación Conversaciones. Contiene información valiosa acerca de los " -"cambios que ocurrieron durante la actualización. Si bien, sirve como una " -"guía para tener en cuenta ciertos problemas, no es una lista muy completa. " -"Es imperativo que pruebe la base de datos actualizada cuidadosamente y " -"reporte cualquier discrepancia que pueda encontrar antes de que decida " -"actualizar su base de datos de producción. " - -#: ../../content/administration/upgrade/faq.rst:136 -msgid "Custom views" -msgstr "Vistas personalizadas" - -#: ../../content/administration/upgrade/faq.rst:138 -msgid "" -"During the upgrade, some custom views might get disabled for technical " -"reasons. Therefore they might have to be fixed after the upgrade. The " -":ref:`Upgrade Report ` that is generated after " -"the upgrade is available in the Discuss app, and lists all the custom views " -"that might be impacted by this." -msgstr "" -"Durante la actualización, algunas vistas personalizadas se pueden desactivar" -" por razones técnicas. Por lo tanto, es posible que se tengan que corregir " -"después de la actualización. El :ref:`Reporte de actualización ` que se genera después de la actualización, está " -"disponible en la aplicación Conversaciones y enumera todas las vistas " -"personalizadas que esto pueda impactar. " - -#: ../../content/administration/upgrade/faq.rst:146 -msgid "Release Notes by version" -msgstr "Notas de lanzamiento por versión" - -#: ../../content/administration/upgrade/faq.rst:148 -msgid "" -"Open our `Release Note `_ page to " -"get a summary of the new features and improvements made in each version." -msgstr "" -"Visite nuestra página de `Notas de lanzamiento " -"`_ para obtener un resumen de todas" -" las nuevas funciones y mejoras que se hacen con cada versión. " - -#: ../../content/administration/upgrade/faq.rst:152 -msgid "How long is my test available for" -msgstr "¿Por cuánto tiempo está disponible mi prueba? " - -#: ../../content/administration/upgrade/faq.rst:154 -msgid "" -"An Odoo Online test database is available for one month by default. We can " -"extend this trial period upon request. For Odoo.sh or on-premise, there is " -"no restriction." -msgstr "" -"Una base de datos de prueba de Odoo en línea está disponible para usted una " -"vez al mes de manera predeterminada. Podemos extender este periodo de prueba" -" con previa solicitud. Para Odoo.sh o local no hay restricción. " - -#: ../../content/administration/upgrade/faq.rst:158 -msgid "How many tests to perform before upgrading to production?" -msgstr "¿Cuántas pruebas debo hacer antes de actualizar la producción? " - -#: ../../content/administration/upgrade/faq.rst:160 -msgid "" -"As many as needed. When you are comfortable with the database, run a last " -"test upgrade 48 hours before requesting your production upgrade and test " -"your workflows one last time." -msgstr "" -"Tantas como necesite. Cuando este satisfecho con su base de datos, haga una " -"última prueba de actualización 48 horas antes de solicitar su actualización " -"de producción y haga una última prueba en sus flujos de trabajo. " - -#: ../../content/administration/upgrade/faq.rst:164 -msgid "How to/Where to report upgrade issues?" -msgstr "¿Cómo/dónde puedo reportar problemas con la actualización? " - -#: ../../content/administration/upgrade/faq.rst:166 -msgid "" -"If you encounter issues during the upgrade process, please contact the Odoo " -"Support through the `Odoo Support page `_." -msgstr "" -"Si tiene probleas durante el proceso de actualización, contácte al Soporte " -"de Odoo a través de la `página de Soporte de Odoo " -"`_." - -#: ../../content/administration/upgrade/faq.rst:169 -msgid "" -"To report an issue discovered during the testing phase, please select **An " -"issue related to my upgrade (test phase)**." -msgstr "" -"Para reportar un problema que se presentó durante la fase de prueba, " -"seleccione **Un problema relacionado con mi actualización (fase de " -"prueba)**. " - -#: ../../content/administration/upgrade/faq.rst:171 -msgid "" -"To report an issue discovered post-upgrade, please select **An issue related" -" to my upgrade (production)**." -msgstr "" -"Para reportar un problema que apareció después de la actualización, " -"seleccione **Un problema relacionado con mi actualización (producción)**. " - -#: ../../content/administration/upgrade/faq.rst:175 -msgid "Upgrading to production" -msgstr "Actualizar a producción " - -#: ../../content/administration/upgrade/faq.rst:177 -msgid "" -"Once you have completed testing and are happy with the result, you decide on" -" a date and time when you stop users from accessing Odoo, freeze all data " -"entries, and create an upgrade request for the production upgrade." -msgstr "" -"Una vez que haya completado la prueba y esté satisfecho con el resultado, " -"usted decide la fecha y hora en la que los usuarios ya no tendrán permitido " -"acceder a Odoo, se congelan todas las entradas de datos y se crea una " -"solicitud de actualización para la producción. " - -#: ../../content/administration/upgrade/faq.rst:182 -msgid "How is my data handled in the Upgrade Platform?" -msgstr "¿Cómo se procesan mis datos en la Plataforma de Actualización? " - -#: ../../content/administration/upgrade/faq.rst:184 -msgid "" -"The Odoo Upgrade platform uses the same Privacy Policy as the rest of " -"Odoo.com services." -msgstr "" -"La platafroma de Actualización de Odoo utiliza la misma Política de " -"Privacidad que el resto de los servicios de Odoo.com. " - -#: ../../content/administration/upgrade/faq.rst:186 -msgid "" -"Your data is hosted on servers that follow our security guidelines, namely:" -msgstr "" -"Sus datos están alojados en servidores que siguen nuestros lineamientos de " -"seguridad, por ejemplo: " - -#: ../../content/administration/upgrade/faq.rst:188 -msgid "" -"SSL - All web connections to client instances are protected with 256-bit SSL" -" encryption (HTTPS with a 2048-bit modulus SSL certificate), and running " -"behind Grade A SSL stacks. All our certificate chains are using SHA-2 " -"already." -msgstr "" -"SSL - Todas la conexiones web a instancias del cliente están protegidas con " -"una codificación 256-bit SSL (HTTPS con un módulo 2048-bit certificado " -"SSL), y se ejecuta detrás de plataformas Grade A SSL. Todas nuestras cadenas" -" de certificado ya usan SHA-2." - -#: ../../content/administration/upgrade/faq.rst:191 -msgid "" -"Safe System - Our servers are running recent Linux distribution with up-to-" -"date security patches, with firewall and intrusion countermeasures (not " -"disclosed for obvious reasons)." -msgstr "" -"Sistema seguro - Nuestros servidores ejecutan una distribución Linux " -"reciente con parches de seguridad actualizados, con firewall y respuestas " -"contra intrusiones (por obvias razones no se divulga). " - -#: ../../content/administration/upgrade/faq.rst:194 -msgid "" -"Servers are located at the same locations as our Cloud providers with the " -"following services:" -msgstr "" -"Los servidores están ubicados en el mismo sitio que nuestros proveedores " -"Cloud y cuentan con los siguientes servicios: " - -#: ../../content/administration/upgrade/faq.rst:196 -msgid "" -"Restricted perimeter, physically accessed by authorized data center " -"employees only" -msgstr "" -"Perímetro restringido, acceso físico solo por medio de empleados autorizados" -" del centro de datos " - -#: ../../content/administration/upgrade/faq.rst:197 -msgid "Physical access control with security badges or biometrical security" -msgstr "" -"Control de acceso físico con insignias de seguridad o seguridad con datos " -"biométricos " - -#: ../../content/administration/upgrade/faq.rst:198 -msgid "Security cameras monitoring the data center locations 24/7" -msgstr "" -"Cámaras de seguridad monitoreando las ubicaciones de los centros de datos " -"24/7 " - -#: ../../content/administration/upgrade/faq.rst:199 -msgid "Security personnel on-site 24/7" -msgstr "Personal de seguridad presente en la ubicación 24/7" - -#: ../../content/administration/upgrade/faq.rst:201 -msgid "" -"The uploaded and migrated databases uploaded to the Upgrade platform are " -"kept for up to 3 months and are permanently deleted following that period." -msgstr "" -"Las bases de datos cargadas y migradas que están cargadas a la plataforma de" -" Actualización, se guardan por 3 meses y se eliminan de manera permanente " -"después de ese periodo. " - -#: ../../content/administration/upgrade/faq.rst:204 -msgid "" -"You can learn more about privacy and data handling at Odoo by visiting our " -"`General Data Protection Regulation page `_." -msgstr "" -"Puede obtener más información acerca de la privacidad y el manejo de datos " -"en Odoo visitando nuestra `página de Reglamento General de Protección de " -"Datos `_." - -#: ../../content/administration/upgrade/faq.rst:208 -msgid "Rolling Release (applicable to Odoo Online databases)" -msgstr "Lanzamiento continuo (aplica en bases de datos de Odoo en línea) " - -#: ../../content/administration/upgrade/faq.rst:210 -msgid "" -"This feature allows customers to upgrade their database directly from a " -"message prompt sent to the database administrator as soon as the new version" -" is released. Odoo first tests the upgrade to the next version. The rolling " -"release upgrade option is displayed if the automated tests are successful. " -"The message offers two options:" -msgstr "" -"Esta función le permite a los clientes actualizar sus bases de datos " -"directamente desde el mensaje inmediato que se le envia al administrador de " -"la base de datos tan pronto como se lanza una nueva versión. Primero, Odoo " -"prueba la actualización para la siguiente versión. La opción de la " -"actualización en el lanzamiento continuo es visible si las pruebas " -"automatizadas son éxitosas. El mensaje ofrece dos opciones: " - -#: ../../content/administration/upgrade/faq.rst:215 -msgid "" -"To 'Upgrade Now', which immediately triggers the upgrade of your live " -"production database." -msgstr "" -"'Actualizar Ahora', lo que activa inmediatamente la actualización de su base" -" de datos de producción en tiempo real. " - -#: ../../content/administration/upgrade/faq.rst:217 -msgid "" -"To take you to your `database manager `_" -" where you can `request an upgraded test database " -"`_ and check the upgraded test database " -"for any discrepancies." -msgstr "" -"Llevarlo con su `gerente de la base de datos " -"`_ dónde puede `solicitar una base de " -"datos de prueba actualizada `_ y revisar " -"esa base de datos en busca de cualquier discrepancia." - -#: ../../content/administration/upgrade/faq.rst:221 -msgid "" -"When you choose to proceed with the production upgrade directly, make sure " -"all users have saved their work and are logged out. The upgrade takes " -"approximately 15 minutes. During this time your database is unreachable. If " -"you notice any problem after the upgrade, please report it via the `Odoo " -"Support page `_." -msgstr "" -"Cuando elija proceder directamente con la actualización de su producción, " -"asegúrese de que todos los usuarios hayan guardado su trabajo y hayan " -"cerrado sesión. La actualización tarda 15 minutos aproximadamente. Durante " -"este tiempo, su base de datos no es accesible. Si nota algún problema " -"después de la actualización, repórtelo en la `página de Soporte de Odoo " -"`_." - -#: ../../content/administration/upgrade/faq.rst:227 -msgid "" -"If you are using the Website or Studio app, we recommend you always do a " -"test upgrade before upgrading your production instance." -msgstr "" -"Si está usando la aplicación Sitio Web o Studio, le recomendamos hacer " -"siempre una actualización de prueba antes de actualizar sus instancias de " -"producción. " - -#: ../../content/administration/upgrade/odoo_online.rst:5 -msgid "" -"Odoo databases can be manually upgraded directly from the main Odoo website." -" To upgrade an Odoo database, navigate to the `database manager " -"`_ page and sign in." -msgstr "" -"Las bases de datos de Odoo se pueden actualizar directamente desde la página" -" web principal de Odoo. Para actualizar una base de datos de Odoo, vaya a la" -" página del `administrador de la base de datos " -"`_ e inicie sesión. " - -#: ../../content/administration/upgrade/odoo_online.rst:8 -msgid "" -"The database manager page displays all of the Odoo databases associated with" -" the user's account. Any databases that are not already on the most recent " -"version of Odoo display an **arrow in a circle** icon next to the database " -"name, indicating that the database can be upgraded." -msgstr "" -"La página del administrador de la base de datos muestra todas las bases de " -"datos de Odoo asociadas con la cuenta del usuario. Cualquier base de datos " -"que no esté actualizada a la versión más reciente de Odoo mostrará un ícono " -"de una **flecha dentro de un cículo** junto al nombre de la base de datos, " -"lo que indica que puede actualizar la base de datos. " - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "" -"The database manager page with an upgrade button next to the name of a " -"database." -msgstr "" -"La página del administrador de la base de datos con un botón de actualizar " -"junto al nombre de la base de datos. " - -#: ../../content/administration/upgrade/odoo_online.rst:17 -msgid "" -"If the database's version is **lower** than the latest major release: the " -"database must be upgraded within two months. After these two months, an " -"automatic upgrade is initiated." -msgstr "" -"Si la versión de la base de datos es **más antigua** que el último " -"lanzamiento principal: la base de datos debe actualizarse a los dos meses. " -"Después de esos dos meses, se inicia una actualización automática. " - -#: ../../content/administration/upgrade/odoo_online.rst:19 -msgid "" -"If the database's version is **equal** to or **higher** than the latest " -"major release: you can disregard the invitation to upgrade, as the database " -"probably would not benefit from new features every two months." -msgstr "Si la versión de la base de datos es **igual a** o **más reciente** " - -#: ../../content/administration/upgrade/odoo_online.rst:23 -msgid "" -"If a database is *not* on the latest online version, its administrator " -"should receive an invitation to upgrade on the database's dashboard, " -"displayed as an **arrow in a circle**." -msgstr "" -"Si la base de datos *no* está actualizada a la útlima versión en línea, el " -"administrador deberá recibir una invitación en el tablero de la base de " -"datos para actualizarla. Aparecerá como una **flecha dentro de un circulo**." -" " - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "Invitation to upgrade on the database dashboard." -msgstr "Invitación para actualizar en el tablero de la base de datos. " - -#: ../../content/administration/upgrade/odoo_online.rst:30 -msgid "" -"Versions that are not supported anymore become deprecated and must be " -"updated to avoid security issues. It is recommended to initiate the upgrade " -"yourself and not wait for the automatic upgrade, as the former method allows" -" you to request a test upgrade of the database to check for any " -"discrepancies." -msgstr "" -"Las versiones que ya no son compatibles se vuelven obsoletas y se deben " -"actualizar para evitar problemas de seguridad. Es recomendable que usted " -"mismo inicie el proceso de actualización en lugar de esperar una " -"actualización automátcia, ya que, de esta manera, podrá solicitar una " -"actualización de prueba de la base de datos para revisar cualquier " -"discrepancia. " - -#: ../../content/administration/upgrade/odoo_online.rst:36 -msgid "Test database" -msgstr "Base de datos de prueba" - -#: ../../content/administration/upgrade/odoo_online.rst:38 -msgid "" -"Click on the **arrow in a circle** icon to start the upgrade process. On the" -" :guilabel:`Upgrade your database` pop-up, select the version of Odoo that " -"the platform will be upgraded to. In the :guilabel:`Email to notify` field, " -"enter an email address that will receive email notifications about the " -"database upgrade." -msgstr "" -"Haga clic en el ícono de la **flecha dentro del círculo** para iniciar el " -"proceso de actualización. En la ventana emergente que aparecerá de " -":guilabel:`Actualizar su base de datos` seleccione la versión de Odoo a la " -"que se actualizará la plataforma. En el campo :guilabel:`Correo electrónico" -" para notificaciones`, introduzca una dirección de correo electrónico que " -"recibirá las notificaciones sobre la actualización de la base de datos. " - -#: ../../content/administration/upgrade/odoo_online.rst:43 -msgid "" -"There is also a :guilabel:`Purpose` section on the pop-up that is used to " -"specify the reason for the upgrade. However, at this stage of the process, " -"the only selectable option is :guilabel:`Test`, as Odoo requires users to " -"create a test copy of the upgraded database before converting the actual " -"database." -msgstr "" -"También hay una sección de :guilabel:`Propósito` en la ventana emergente que" -" aparece que se usa para especificar la razón de la actualización. Sin " -"embargo, en este punto del proceso, la única opción que puede seleccionar es" -" :guilabel:`Prueba`, puesto que Odoo requiere que los usuarios creen una " -"copia de prueba de la base de datos actualizada antes de actualizar la base " -"de datos real. " - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade your database\" pop-up." -msgstr "Ventana emergente de **Actualizar su base de datos**. " - -#: ../../content/administration/upgrade/odoo_online.rst:52 +#: ../../content/administration/upgrade.rst:106 msgid "" -"After filling out the form, click the :guilabel:`Upgrade` button. The pop-up" -" disappears and the database being upgraded shows a red :guilabel:`Upgrade " -"in progress` tag next to its name. An email confirming that the upgrade is " -"in progress is also sent to the email address specified on the pop-up." +"The :guilabel:`Purpose` of the upgrade, which is automatically set to " +":guilabel:`Test` for your first upgrade request" msgstr "" -"Después de completar el formulario, haga clic en el botón de " -":guilabel:`Actualizar`. La ventana emergente desaparecerá y la base de datos" -" que se está actualizando tendrá una etiqueta roja que dice " -":guilabel:`Actualización en progreso` junto a su nombre. Se enviará un " -"correo a la dirección de correo que especificó en la ventana emergente " -"confirmando que la actualización está en proceso " +"El :guilabel:`propósito` de la actualización, se establece como prueba de " +"forma automática en su primera solicitud de actualización." -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade in progress\" tag next to the database name." -msgstr "" -"Etiqueta de **Actualización en progreso** junto al nombre de la base de " -"datos. " +#: ../../content/administration/upgrade.rst:0 +msgid "The \"Upgrade your database\" popup." +msgstr "La ventana emergente \"Actualizar base de datos\"." -#: ../../content/administration/upgrade/odoo_online.rst:61 +#: ../../content/administration/upgrade.rst:112 msgid "" -"Once the upgrade is complete, a new test database appears on the `database " -"manager `_ page. To access the test " -"database, click the drop-down arrow (:guilabel:`⯆`) to the left of the main " -"database's name. Doing so makes the test version appear below it. Finally, " -"click the green :guilabel:`Connect` button on the right side of the test " -"version's row to go to the database." +"The :guilabel:`Upgrade in progress` tag is displayed next to the database " +"name until completion. Once the process succeeds, an email containing a link" +" to the upgraded test database is sent to the address provided. The database" +" can also be accessed from the database manager by clicking the dropdown " +"arrow before the database name." msgstr "" -"Una vez que la actualización esté completa, aparecerá una nueva base de " -"datos en la página del `administrador de la base de datos " -"`_. Para acceder a la base de datos de " -"prueba, haga clic en la flecha desplegable (:guilabel:`⯆`) que se encuentra" -" a la izquiera del nombre de la base de datos principal. Al hacerlo, la " -"versión de prueba aparecerá debajo de ella. Finalmente, haga clic en el " -"botón verde :guilabel:`Conectar`, que se encuentra del lado derecho de la " -"fila de la versión de prueba, para entrar a la base de datos. " - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "A test database on the database manager page." -msgstr "Una base de datos de prueba en la página del administrador." +"La etiqueta :guilabel:`actualización en progreso` se muestra junto al nombre" +" de la base de datos hasta que se complete. Una vez que se termine el " +"proceso, se enviará un correo electrónico con un enlace a la base de datos " +"de prueba actualizada a la dirección proporcionada. También podrá acceder a " +"la base de datos desde el administrador de la base de datos, solo debe hacer" +" clic en la flecha desplegable antes del nombre de la base de datos." -#: ../../content/administration/upgrade/odoo_online.rst:71 -msgid "" -"Except for being on the newer version of Odoo, the test database is an exact" -" copy of the one being upgraded. It is important to do extensive testing in " -"this database to ensure that the upgrade has not altered or corrupted any " -"data, and that all workflows still proceed as expected." -msgstr "" -"A excepción de ser una versión de Odoo más nueva, la base de datos de prueba" -" es una copia exacta de la que se actualizará. Es importante realizar probar" -" de manera exhaustiva esta base de datos para asegurarse de que la " -"actualización no alteró o daño datos y que todos los flujos de trabajo aún " -"funcionan como deberían. " - -#: ../../content/administration/upgrade/odoo_online.rst:76 -msgid "Production database" -msgstr "Base de datos de producción" - -#: ../../content/administration/upgrade/odoo_online.rst:78 -msgid "" -"After confirming the integrity of the new version, return to the `database " -"manager `_ page. Once again, click on the" -" **arrow in a circle** icon next to the database being upgraded. The " -":guilabel:`Upgrade your database` pop-up appears as before, except that " -"there is now a :guilabel:`Production` option under the :guilabel:`Purpose` " -"section." -msgstr "" -"Después de verificar la integridad de la nueva versión, regrese a la página " -"del `administrador de la base de datos " -"`_. Haga clic de nuevo en el ícono de la " -"**flecha dentro del círculo** junto a la base de datos que actualizará. " -"Aparecerá la ventana emergente :guilabel:`Actualizar su base de datos`, pero" -" esta vez podrá seleccionar la opción de :guilabel:`Producción` en la " -"sección de :guilabel:`Propósito`. " - -#: ../../content/administration/upgrade/odoo_online.rst:83 -msgid "" -"Select the :guilabel:`Production` option and then click :guilabel:`Upgrade` " -"to begin the upgrade process. As before, a notification email is sent to the" -" email address provided and a red :guilabel:`Upgrade in progress` tag " -"appears next to the name of the database." -msgstr "" -"Seleccione la opción de :guilabel:`Producción` y luego haga clic en " -":guilabel:`Actualizar` para empezar el proceso de actualización. Como pasó " -"anteriormente, recibirá un correo de notificación a la dirección de correo " -"electrónico que estableció y aparecerá una etiqueta roja que dice " -":guilabel:`Actualización en progreso` junto al nombre de la base de datos. " - -#: ../../content/administration/upgrade/odoo_online.rst:87 -msgid "" -"The production database is then taken offline and will be upgraded " -"automatically. The time it takes to upgrade the production database should " -"be similar to the time that was necessary to upgrade the test database. Make" -" sure to inform database users of the scheduled downtime." -msgstr "" -"La base de datos de producción quedará fuera de línea y se actualizará de " -"manera automática. El tiempo que tarda en actualizar la base de datos de " -"producción debe ser similar al tiempo que tardó la actualización de la base " -"de datos de prueba. Asegúrese de infromarle a los usuarios de la base de " -"datos de la inactividad programada. " - -#: ../../content/administration/upgrade/odoo_online.rst:91 -msgid "" -"After the upgrade is finished, the :guilabel:`Upgrade in progress` tag " -"disappears and the database is upgraded to the version specified." +#: ../../content/administration/upgrade.rst:0 +msgid "Clicking the menu arrow displays the upgraded test database." msgstr "" -"Una vez que termine la actualización, la etiqueta de " -":guilabel:`Actualización en progreso` desaparecerá y la base de datos estará" -" actualizada a la versión especificada. " +"Hacer clic en la flecha del menú mostrará la base de datos de prueba " +"actualizada." -#: ../../content/administration/upgrade/odoo_sh.rst:10 +#: ../../content/administration/upgrade.rst:122 msgid "" -"Odoo.sh is integrated with the upgrade platform to make the upgrade process " -"easier." +"Odoo.sh is integrated with the upgrade platform to simplify the upgrade " +"process." msgstr "" "Odoo.sh está integrado con la plataforma de actualización para hacer el " "proceso de actualización más sencillo. " -#: ../../content/administration/upgrade/odoo_sh.rst:13 -msgid "" -"The :guilabel:`Upgrade` tab is available in the branches view. It is only " -"available for valid projects with a valid production build." -msgstr "" -"La pestaña :guilabel:`Actualizar` está disponible en la vista de ramas. Solo" -" está disponible para proyectos válidos con una compilación válida. " - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Click on the upgrade menu" -msgstr "Haga clic en el menú de actualizar " - -#: ../../content/administration/upgrade/odoo_sh.rst:20 -msgid "The suggested upgrade steps on Odoo.sh are:" -msgstr "Los pasos recomendados para actualizar Odoo.sh son: " - -#: ../../content/administration/upgrade/odoo_sh.rst:22 -msgid "" -"On a :guilabel:`Development` branch, upgrade your custom modules to keep " -"them compatible with the new version and thoroughly **test them**." -msgstr "" -"En una rama de :guilabel:`Desarrollo`, actualice sus módulos personalizados " -"para que sigan siendo compatibles con la nueva versión y **haga pruebas** " -"minuciosas. " - -#: ../../content/administration/upgrade/odoo_sh.rst:24 -msgid "" -"Switch that branch to the :guilabel:`Staging` branch, **upgrade** the last " -"daily production backup and **test it**. Write upgrade scripts if necessary." -msgstr "" -"Cambie esa rama a la rama de :guilabel:`Prueba`, **actualice** el respaldo " -"diario más reciente de producción y **haga una prueba**. Escriba scripts de " -"actualización si es necesario. " - -#: ../../content/administration/upgrade/odoo_sh.rst:26 -msgid "" -"Trigger the production upgrade from your :guilabel:`Production` branch and " -"sit tight." -msgstr "" -"Active la actualización de producción desde su rama de " -":guilabel:`Producción` y espere." - -#: ../../content/administration/upgrade/odoo_sh.rst:29 -msgid ":doc:`../../administration/upgrade`" -msgstr ":doc:`../../administration/upgrade`" - -#: ../../content/administration/upgrade/odoo_sh.rst:30 -msgid ":doc:`Upgrade FAQ <../upgrade/faq>`" -msgstr ":doc:`Preguntas frecuentes de Actualizar <../upgrade/faq>`" - -#: ../../content/administration/upgrade/odoo_sh.rst:31 -msgid ":doc:`Introduction to Odoo.sh <../odoo_sh/overview/introduction>`" -msgstr ":doc:`Introducción a Odoo.sh <../odoo_sh/overview/introduction>`" - -#: ../../content/administration/upgrade/odoo_sh.rst:36 -msgid "Upgrade your custom modules" -msgstr "Actualice sus módulos personalizados " - -#: ../../content/administration/upgrade/odoo_sh.rst:38 -msgid "" -"The first step is to upgrade your custom modules to keep them compatible " -"with the new version. Fork your :guilabel:`Production` branch in the " -":guilabel:`Development` stage, then go to the settings of your " -":guilabel:`Development` branch and select the Odoo version you target. If " -"needed, modify your code to be compatible with the new version. Make sure to" -" **test** your features are still working correctly." -msgstr "" -"El primero paso es actualizar sus módulos personalizados para que sigan " -"siendo compatibles con la nueva versión. Bifurque su rama de " -":guilabel:`Producción` a la etapa de :guilabel:`Desarrollo`, luego vaya a " -"configuraciones de su rama de :guilabel:`Desarrollo` y seleccione la versión" -" de Odoo que quiere. Si es necesario, modifique su código para que sea " -"compatible con la nueva versión. Asegúrese de **comprobar** que sus " -"funciones aún se ejecuten correctamente." - -#: ../../content/administration/upgrade/odoo_sh.rst:45 -msgid "" -"Depending on your contract, the upgrade of your custom modules can be done " -"by yourself, by your Partner or by Odoo (if you hold a subscription " -"including maintenance of customizations)." -msgstr "" -"Dependiendo de su contrato, usted puede realizar la actualización de sus " -"módulos personalizados, así como su Partner o el mismo Odoo (si tiene una " -"suscripción que incluya mantenimiento de personalizaciones). " - -#: ../../content/administration/upgrade/odoo_sh.rst:51 -msgid "Upgrade your database on a staging branch" -msgstr "Actualice su base de datos en ramas de prueba" - -#: ../../content/administration/upgrade/odoo_sh.rst:53 -msgid "" -"Take the upgraded development branch and drag & drop it to " -":guilabel:`Staging`." -msgstr "" -"Arrastre y suelte su rama de desarrollo actualizada en la etapa de " -":guilabel:`Prueba`." - -#: ../../content/administration/upgrade/odoo_sh.rst:55 -msgid "" -"Go to the :guilabel:`Upgrade` tab and select the :guilabel:`target version`." -" Then, click on :guilabel:`Test Upgrade`." -msgstr "" -"Vaya a la pestaña de :guilabel:`Actualizar` y seleccione la " -":guilabel:`versión objetivo`. Luego, haga clic en :guilabel:`Probar " -"actualización`." - -#: ../../content/administration/upgrade/odoo_sh.rst-1 +#: ../../content/administration/upgrade.rst:0 msgid "Odoo.sh project and tabs" msgstr "Proyecto y pestañas de Odoo.sh " -#: ../../content/administration/upgrade/odoo_sh.rst:62 +#: ../../content/administration/upgrade.rst:127 msgid "" -"The **latest production daily automatic backup** is sent to the `upgrade " -"platform `_ to start the upgrade test process." +"The **latest production daily automatic backup** is then sent to the " +"`upgrade platform `_." msgstr "" -"El **respaldo automático diario más reciente de producción** se envia a la " -"`plataforma de actualización `_ para comenzar " -"el proceso de la prueba de actualización." +"El **respaldo automático diario más reciente de producción** se envía a la " +"`plataforma de actualización `_." -#: ../../content/administration/upgrade/odoo_sh.rst:66 +#: ../../content/administration/upgrade.rst:130 msgid "" -"You can follow the upgrade process by going to the :guilabel:`Upgrade` menu " -"of your :guilabel:`Production` branch." +"Once the upgrade platform is done upgrading the backup and uploading it on " +"the branch, it is put in a **special mode**: each time a **commit is " +"pushed** on the branch, a **restore operation** of the upgraded backup and " +"an **update of all the custom modules** occur. This allows you to test your " +"custom modules on a pristine copy of the upgraded database. The log file of " +"the upgrade process can be found in your newly upgraded staging build by " +"going to :file:`~/logs/upgrade.log`." msgstr "" -"Puede seguir el proceso de actualización en el menú de " -":guilabel:`Actualizar` de su rama de :guilabel:`Producción`." +"Una vez que la plataforma de actualización haya terminado de actualizar la " +"copia de seguridad y la haya cargado en la rama, se colocará en un **modo " +"especial**: cada vez que envíe una **confirmación a su rama**, se realizará " +"una **operación de restauración** de la copia de seguridad actualizada y una" +" **actualización de todos los módulos personalizados**. Esto le permite " +"probar sus módulos personalizados en una copia exacta de la base de datos " +"actualizada. Puede encontrar el archivo de registro del proceso de " +"actualización en su nueva compilación de preparación actualizada en: " +"file:`~/logs/upgrade.log`." -#: ../../content/administration/upgrade/odoo_sh.rst:69 +#: ../../content/administration/upgrade.rst:138 msgid "" -"When the upgraded backup is ready on the `upgrade platform " -"`_, it is automatically downloaded back to " -"your project." +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. If there are none, the \"update on commit\" mode is skipped, the " +"upgraded database is built as soon as it is transferred from the upgrade " +"platform, and the upgrade mode is exited." msgstr "" -"Cuando el respaldo actualizado está listo en la `plataforma de " -"actualización `_, se descarga automáticamente " -"de vuelta en su proyecto." +"Si se trata de bases de datos con módulos personalizados es necesario " +"actualizar el código fuente con la versión objetivo de Odoo antes de que se " +"pueda realizar la actualización. Si no hay ninguno, se omitirá el modo " +"\"actualizar al confirmar\", se construirá la base de datos actualizada tan " +"pronto como se transfiera desde la plataforma de actualización y se saldrá " +"del modo de actualización." -#: ../../content/administration/upgrade/odoo_sh.rst:72 +#: ../../content/administration/upgrade.rst:150 +#: ../../content/administration/upgrade.rst:342 +msgid "On-premise" +msgstr "Local" + +#: ../../content/administration/upgrade.rst:152 msgid "" -"The branch is now in a **special mode**: each time a **commit is pushed** on" -" the branch, a **restore operation** of the upgraded backup occurs, and an " -"**update of all the custom modules** happens. This allows you to quickly " -"iterate on your custom modules upgrade scripts. The log file of the upgrade " -"process can be found at :file:`~/logs/upgrade.log` in your newly upgraded " -"staging build." +"The standard upgrade process can be initiated by entering the following " +"command line on the machine where the database is hosted:" msgstr "" -"Ahora la rama se encuentra en **modo especial**: cada vez que **se hace " -"commit** en la rama, ocurre una **operación de restauración** del respaldo " -"actualizado y una **actualización de todos los módulos personalizados** " -"sucede. Esto le permite iterar rápidamente sus scirpts de sus módulos " -"personalizados actualizados. El archivo de registro del proceso de " -"actualización está disponible en :file:`~/logs/upgrade.log`, en su " -"compilación de prueba recien actualizada." +"Puede iniciar el proceso de actualización estándar al escribir el siguiente " +"comando en la línea de comandos de la máquina donde se encuentra alojada la " +"base de datos." -#: ../../content/administration/upgrade/odoo_sh.rst:78 -msgid "The **special upgrade mode** is automatically closed after 30 days." -msgstr "" -"El **modo de actualización especial** se cierra automáticamente después de " -"30 días. " - -#: ../../content/administration/upgrade/odoo_sh.rst:79 -#: ../../content/administration/upgrade/odoo_sh.rst:128 +#: ../../content/administration/upgrade.rst:159 msgid "" -"It may happen that custom modules are no longer needed after an upgrade. " -"Custom modules in the upgraded database are set to be updated. If the " -"modules are missing in the code, the update fails, thus failing the whole " -"process. An empty module with a manifest and possibly some custom upgrade " -"script are necessary to clean up the database. The complete removal of the " -"module has to be handled afterwards." +"The following command can be used to display the general help and the main " +"commands:" msgstr "" -"Es posible que ya no necesite los módulos personalizados después de la " -"actualización, estos módulos están configurados para actualizarse. Si faltan" -" modulos en el código, la actualización falla y por lo tanto, todo el " -"proceso falla. Un módulo vacío con un manifiesto y alguna posible " -"actualización en el script personalizado son necesarios para limpiar la base" -" de datos. La eliminación completa del módulo se tiene que atender después. " +"Puede utilizar el siguiente comando para mostrar la ayuda general y los " +"comandos principales." -#: ../../content/administration/upgrade/odoo_sh.rst:86 -msgid "Functionally test your upgraded database" -msgstr "Pruebe de manera funcional su base de datos actualizada " - -#: ../../content/administration/upgrade/odoo_sh.rst:88 +#: ../../content/administration/upgrade.rst:165 msgid "" -"Now that the test upgraded database is available on your staging branch, " -"**thoroughly test it** and make sure everything runs as it's supposed to. " -"Once you are satisfied with the result, you are ready to upgrade your " -"production database." +"An upgraded test database can also be requested via the `Upgrade page " +"`_." msgstr "" -"Ahora que su base de datos actualizada de prueba está disponible en su rama " -"de prueba, **haga una prueba minuciosa** y asegúrese de que todo funcione " -"como debería. Una vez que esté satisfecho con el resultado, ya está listo " -"para actualizar su base de datos de producción. " +"También puede solicitar una base de datos de prueba actualizada mediante la " +"página de actualización ." -#: ../../content/administration/upgrade/odoo_sh.rst:93 -msgid "Production upgrade" -msgstr "Actualizar la producción " - -#: ../../content/administration/upgrade/odoo_sh.rst:95 +#: ../../content/administration/upgrade.rst:169 msgid "" -"Once you are happy with your testing, you can start the process on the " -":guilabel:`Production` branch." +"For security reasons, only the person who submitted the upgrade request can " +"download it." msgstr "" -"Una vez que esté satisfecho con su prueba puede comenzar el proceso en la " -"rama de :guilabel:`Producción`. " +"Por razones de seguridad, solo la persona que envío la solicitud de " +"actualización puede descargarla. " -#: ../../content/administration/upgrade/odoo_sh.rst:98 +#: ../../content/administration/upgrade.rst:170 msgid "" -"On your :guilabel:`Production` branch, go to the :guilabel:`Upgrade` tab, " -"select the :guilabel:`targeted version` and click on the :guilabel:`start " -"Upgrade` button." +"For storage reasons, the database's copy is submitted without a filestore to" +" the upgrade server. Therefore, the upgraded database does not contain the " +"production filestore." msgstr "" -"En su rama de :guilabel:`Producción`, vaya a la pestaña " -":guilabel:`Actualizar`, seleccione la :guilabel:`versión objetivo` y haga " -"clic en el botón de :guilabel:`iniciar Actualización`. " +"Por motivos de almacenaje, debe subir la copia de su base de datos sin un " +"repositorio de archivos al servidor de actualización. Por lo tanto, la base " +"de datos actualizada no contiene el repositorio de archivos de producción. " -#: ../../content/administration/upgrade/odoo_sh.rst-1 +#: ../../content/administration/upgrade.rst:172 +msgid "" +"Before restoring the upgraded database, its filestore must be merged with " +"the production filestore to be able to perform tests in the same conditions " +"as it would be in the new version." +msgstr "" +"Antes de restaurar la base de datos actualizada, su repositorio de archivos " +"debe estar unido a al repositorio de archivos de producción para que pueda " +"realizar las pruebas bajo las mismas condiciones que la nueva versión. " + +#: ../../content/administration/upgrade.rst:175 +msgid "The upgraded database contains:" +msgstr "La base de datos actualizada contiene:" + +#: ../../content/administration/upgrade.rst:177 +msgid "A `dump.sql` file containing the upgraded database" +msgstr "Un archivo `dump.sql` que contiene la base de datos actualizada." + +#: ../../content/administration/upgrade.rst:178 +msgid "" +"A `filestore` folder containing files extracted from in-database records " +"into attachments (if there are any) and new standard Odoo files from the " +"targeted Odoo version (e.g., new images, icons, payment provider's logos, " +"etc.). This is the folder that should be merged with the production " +"filestore in order to get the full upgraded filestore." +msgstr "" +"Una carpeta de `repositorio de archivos` que contiene los archivos que se " +"extrajeron de los registros internos de la base de datos en archivos " +"adjuntos (si es que hay) y nuevos archivos estándar de Odoo de la versión " +"objetivo de Odoo (imágenes nuevas, iconos, logos de los proveedores de pago," +" etc.). Esta es la carpeta que debe fusionarse con el repositorio de " +"archivos de producción para obtener el repositorio completo. " + +#: ../../content/administration/upgrade.rst:185 +msgid "" +"You can request multiple test databases if you wish to test an upgrade more " +"than once." +msgstr "" +"Puede solicitar múltiples bases de datos de prueba si desea probar una " +"actualización más de una vez." + +#: ../../content/administration/upgrade.rst:190 +msgid "" +"When an upgrade request is completed, an upgrade report is attached to the " +"successful upgrade email, and it becomes available in the Discuss app for " +"users who are part of the \"Administration / Settings\" group. This report " +"provides important information about the changes introduced by the new " +"version." +msgstr "" +"Al completar una solicitud de actualización, el reporte de actualización se " +"adjunta al correo electrónico de actualización exitosa y además también está" +" disponible en la aplicación Conversaciones para los usuarios que forman " +"parte del grupo \"Administración / Ajustes\". Este reporte proporciona " +"información importante sobre los cambios introducidos por la nueva versión." + +#: ../../content/administration/upgrade.rst:198 +msgid "Testing the new version of the database" +msgstr "Probar la nueva versión de la base de datos" + +#: ../../content/administration/upgrade.rst:200 +msgid "" +"It is essential to spend some time testing the upgraded test database to " +"ensure that you are not stuck in your day-to-day activities by a change in " +"views, behavior, or an error message once the upgrade goes live." +msgstr "" +"Es muy importante que dedique tiempo a probar la base de datos de prueba " +"actualizada para asegurarse de no interrumpir sus actividades diarias debido" +" a un cambio en las vistas o en el comportamiento, incluso debido a un " +"mensaje de error una vez que la actualización esté activa." + +#: ../../content/administration/upgrade.rst:205 +msgid "" +"Test databases are neutralized, and some features are disabled to prevent " +"them from impacting the production database:" +msgstr "" +"Las bases de datos de prueba están neutralizadas y algunas de sus funciones " +"están deshabilitadas para evitar que afecten la base de datos de producción:" + +#: ../../content/administration/upgrade.rst:208 +msgid "Scheduled actions are disabled." +msgstr "Las actividades programadas están deshabilitadas." + +#: ../../content/administration/upgrade.rst:209 +msgid "" +"Outgoing mail servers are disabled by archiving the existing ones and adding" +" a fake one." +msgstr "" +"Los servidores de correo saliente se deshabilitan. Para esto, los que ya " +"existen se archivan y además se agrega uno falso." + +#: ../../content/administration/upgrade.rst:210 +msgid "" +"Payment providers and delivery carriers are reset to the test environment." +msgstr "" +"Los proveedores de pago y los transportistas se restablecen a un entorno de " +"prueba." + +#: ../../content/administration/upgrade.rst:211 +msgid "" +"Bank synchronization is disabled. Should you want to test the " +"synchronization, contact your bank synchronization provider to get sandbox " +"credentials." +msgstr "" +"La sincronización bancaria se deshabilita. En caso de que desee probarla, " +"póngase en contacto con su proveedor de sincronización bancaria para que le " +"proporcione las credenciales del entorno de prueba. " + +#: ../../content/administration/upgrade.rst:214 +msgid "" +"Testing as many of your business flows as possible is strongly recommended " +"to ensure they are working correctly and to get more familiar with the new " +"version." +msgstr "" +"Le recomendamos probar tantos flujos empresariales como le sea posible para " +"asegurarse de que funcionen de forma correcta y para que se familiarice más " +"con la nueva versión." + +#: ../../content/administration/upgrade.rst:217 +msgid "Basic test checklist" +msgstr "Lista de verificación de prueba básica" + +#: ../../content/administration/upgrade.rst:219 +msgid "" +"Are there views that are deactivated in your test database but active in " +"your production database?" +msgstr "" +"¿Hay vistas que están desactivadas en su base de datos de prueba pero " +"activas en su base de datos de producción?" + +#: ../../content/administration/upgrade.rst:221 +msgid "Are your usual views still displayed correctly?" +msgstr "¿Sus vistas habituales se muestran de forma correcta?" + +#: ../../content/administration/upgrade.rst:222 +msgid "Are your reports (invoice, sales order, etc.) correctly generated?" +msgstr "" +"¿Sus reportes (facturas, órdenes de ventas, etcétera) se están generando de " +"manera correcta?" + +#: ../../content/administration/upgrade.rst:223 +msgid "Are your website pages working correctly?" +msgstr "¿Las páginas de su sitio web están funcionando de forma adecuada?" + +#: ../../content/administration/upgrade.rst:224 +msgid "" +"Are you able to create and modify records? (sales orders, invoices, " +"purchases, users, contacts, companies, etc.)" +msgstr "" +"¿Puede crear y modificar registros? (como órdenes de ventas, facturas, " +"compras, usuarios, contactos, empresas, etcétera)." + +#: ../../content/administration/upgrade.rst:226 +msgid "Are there any issues with your mail templates?" +msgstr "¿Las plantillas de correo electrónico presentan errores?" + +#: ../../content/administration/upgrade.rst:227 +msgid "Are there any issues with saved translations?" +msgstr "¿Las traducciones almacenadas tienen errores?" + +#: ../../content/administration/upgrade.rst:228 +msgid "Are your search filters still present?" +msgstr "¿Sus filtros de búsqueda están disponibles?" + +#: ../../content/administration/upgrade.rst:229 +msgid "Can you export your data?" +msgstr "¿Puede exportar sus datos?" + +#: ../../content/administration/upgrade.rst:233 +msgid "" +"Checking a random product in your product catalog and comparing its test and" +" production data to verify everything is the same (product category, selling" +" price, cost price, vendor, accounts, routes, etc.)." +msgstr "" +"Verificar un producto aleatorio de su catálogo de productos y comparar sus " +"datos de prueba y producción para comprobar que todo es igual (categoría del" +" producto, precio de venta, precio de costo, proveedor, cuentas, rutas, " +"etcétera)." + +#: ../../content/administration/upgrade.rst:236 +msgid "Buying this product (Purchase app)." +msgstr "Comprar el producto (aplicación Compra)." + +#: ../../content/administration/upgrade.rst:237 +msgid "Confirming the reception of this product (Inventory app)." +msgstr "Confirmar su recepción (aplicación Inventario)." + +#: ../../content/administration/upgrade.rst:238 +msgid "" +"Checking if the route to receive this product is the same in your production" +" database (Inventory app)." +msgstr "" +"Verificar si la ruta para recibir el producto es la misma que estableció en " +"la base de datos de producción (aplicación Inventario)." + +#: ../../content/administration/upgrade.rst:240 +msgid "Selling this product (Sales app) to a random customer." +msgstr "Vender el producto (aplicación Ventas) a un cliente aleatorio." + +#: ../../content/administration/upgrade.rst:241 +msgid "" +"Opening your customer database (Contacts app), selecting a customer (or " +"company), and checking its data." +msgstr "" +"Abrir la base de datos con sus clientes (aplicación Contactos), seleccionar " +"un cliente (o empresa) y verificar su información." + +#: ../../content/administration/upgrade.rst:243 +msgid "Shipping this product (Inventory app)." +msgstr "Enviar el producto (aplicación Compra)." + +#: ../../content/administration/upgrade.rst:244 +msgid "" +"Checking if the route to ship this product is the same as in your production" +" database (Inventory app)." +msgstr "" +"Verificar si la ruta para enviar el producto es la misma que estableció en " +"la base de datos de producción (aplicación Inventario)." + +#: ../../content/administration/upgrade.rst:246 +msgid "Validating a customer invoice (Invoicing or Accounting app)." +msgstr "" +"Validar la factura del cliente (aplicación Facturación o Contabilidad)." + +#: ../../content/administration/upgrade.rst:247 +msgid "" +"Crediting the invoice (issuing a credit note) and checking if it behaves as " +"in your production database." +msgstr "" +"Acreditar una factura (emitir una nota de crédito) y verificar si se " +"comporta de la misma manera que en la base de datos de producción." + +#: ../../content/administration/upgrade.rst:249 +msgid "Checking your reports' results (Accounting app)." +msgstr "Verificar el reporte de resultados (aplicación Contabilidad)." + +#: ../../content/administration/upgrade.rst:250 +msgid "" +"Randomly checking your taxes, currencies, bank accounts, and fiscal year " +"(Accounting app)." +msgstr "" +"Revisar de forma aleatoria sus impuestos, divisas, cuentas bancarias y año " +"fiscal (aplicación Contabilidad)." + +#: ../../content/administration/upgrade.rst:251 +msgid "" +"Making an online order (Website apps) from the product selection in your " +"shop until the checkout process and checking if everything behaves as in " +"your production database." +msgstr "" +"Realizar todas las etapas de una orden en línea (aplicación Sitio web), " +"desde la selección de productos en su tienda hasta el proceso de pago. " +"Verificar si todo se comporta de la misma manera que en la base de datos de " +"producción." + +#: ../../content/administration/upgrade.rst:254 +msgid "" +"This list is **not** exhaustive. Extend the example to your other apps based" +" on your use of Odoo." +msgstr "" +"Esta lista **no** está completa. El ejemplo puede extenderse a otras de sus " +"aplicaciones según el uso que le da a Odoo." + +#: ../../content/administration/upgrade.rst:256 +msgid "" +"If you face an issue while testing your upgraded test database, you can " +"request the assistance of Odoo via the `support page " +"`__ by selecting the option related " +"to testing the upgrade. In any case, it is essential to report any problem " +"encountered during the testing to fix it before upgrading your production " +"database." +msgstr "" +"Si ocurre algún problema durante las pruebas de su base de datos de prueba " +"actualizada, puede solicitar la ayuda de Odoo a través de la `página de " +"soporte `__. Solo seleccione la " +"opción relacionada con la prueba de la actualización. En cualquier caso, es " +"muy importante que nos haga saber cualquier problema que haya tenido durante" +" las pruebas para corregirlo antes de actualizar su base de datos de " +"producción." + +#: ../../content/administration/upgrade.rst:261 +msgid "" +"You might encounter significant differences with standard views, features, " +"fields, and models during testing. Those changes cannot be reverted on a " +"case-by-case basis. However, if a change introduced by a new version breaks " +"a customization, it is the responsibility of the maintainer of your custom " +"module to make it compatible with the new version of Odoo." +msgstr "" +"Es posible que haya algunas diferencias significativas en las vistas " +"estándar, funciones, campos y modelos al momento de realizar las pruebas. No" +" es posible revertir cada cambio de forma individual, sin embargo, si uno de" +" los cambios introducido por una nueva versión hace que una personalización " +"tenga errores, es responsabilidad de la persona que le da mantenimiento a su" +" módulo personalizado que sea compatible con la nueva versión de Odoo. " + +#: ../../content/administration/upgrade.rst:267 +msgid "Do not forget to test:" +msgstr "No olvide probar lo siguiente:" + +#: ../../content/administration/upgrade.rst:269 +msgid "Integrations with external software (EDI, APIs, etc.)" +msgstr "Integraciones con software externo (EDI, API, etcétera)." + +#: ../../content/administration/upgrade.rst:270 +msgid "" +"Workflows between different apps (online sales with eCommerce, converting a " +"lead all the way to a sales order, delivery of products, etc.)" +msgstr "" +"Flujos de trabajo compartidos entre varias aplicaciones (vender en línea con" +" Comercio electrónico, convertir un lead en una orden de venta, entregar " +"productos, etcétera)." + +#: ../../content/administration/upgrade.rst:272 +msgid "Data exports" +msgstr "Exportación de datos." + +#: ../../content/administration/upgrade.rst:273 +msgid "Automated actions" +msgstr "Acciones automatizadas." + +#: ../../content/administration/upgrade.rst:274 +msgid "" +"Server actions in the action menu on form views, as well as by selecting " +"multiple records on list views" +msgstr "" +"Acciones del servidor en el menú de acción desde las vistas de formulario, " +"así como al seleccionar varios registros en las vistas de lista." + +#: ../../content/administration/upgrade.rst:280 +msgid "Upgrading the production database" +msgstr "Actualizar la base de datos de producción" + +#: ../../content/administration/upgrade.rst:282 +msgid "" +"Once the :ref:`tests ` are completed and you are " +"confident that the upgraded database can be used as your main database " +"without any issues, it is time to plan the go-live day. It can be planned in" +" coordination with Odoo's upgrade support analysts, reachable via the " +"`support page `__." +msgstr "" +"Una vez que terminó de realizar las :ref:`pruebas ` y " +"está seguro de que puede utilizar la base de datos actualizada como su base " +"de datos principal sin ningún problema, es momento de planificar las " +"acciones que llevará a cabo el día de la activación. Puede planificarlas en " +"colaboración con los analistas de soporte de actualización de Odoo, " +"contáctelos a través de la `página de soporte `__." + +#: ../../content/administration/upgrade.rst:287 +msgid "" +"Your production database will be unavailable during its upgrade. Therefore, " +"we recommend planning the upgrade at a time when the use of the database is " +"minimal." +msgstr "" +"Su base de datos de producción no estará disponible mientras se actualiza. " +"Le recomendamos que realice la actualización en un momento en que el uso de " +"la base de datos es mínimo." + +#: ../../content/administration/upgrade.rst:290 +msgid "" +"As the standard upgrade scripts and your database are constantly evolving, " +"it is also recommended to frequently request another upgraded test database " +"to ensure that the upgrade process is still successful, especially if it " +"takes a long time to finish. Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended." +msgstr "" +"Como los scripts de actualización estándar y su base de datos evolucionan de" +" forma constante, también le recomendamos que con frecuencia solicite otra " +"base de datos de prueba actualizada, con la finalidad de asegurarse de que " +"el proceso de actualización se realiza con éxito, sobre todo si su " +"finalización toma mucho tiempo. Además, le recomendamos ensayar todo el " +"proceso de actualización un día antes de actualizar la base de datos de " +"producción." + +#: ../../content/administration/upgrade.rst:296 +msgid "Going into production without first testing may lead to:" +msgstr "" +"Empezar a usar la producción sin hacer pruebas primero puede ocasionar: " + +#: ../../content/administration/upgrade.rst:298 +msgid "Users failing to adjust to the changes and new features" +msgstr "Que los usuarios no se ajusten a los cambios y nuevas funciones." + +#: ../../content/administration/upgrade.rst:299 +msgid "" +"Business interruptions (e.g., no longer having the possibility to validate " +"an action)" +msgstr "" +"Que haya interrupciones en las actividades empresariales (por ejemplo, ya no" +" contar con la posibilidad de validar una acción)." + +#: ../../content/administration/upgrade.rst:300 +msgid "" +"Poor customer experience (e.g., an eCommerce website that does not work " +"correctly)" +msgstr "" +"Que los clientes tengan una mala experiencia de usuario (por ejemplo, si un " +"sitio web de comercio electrónico deja de funcionar de manera adecuada)." + +#: ../../content/administration/upgrade.rst:302 +msgid "" +"The process of upgrading a production database is similar to upgrading a " +"test database with a few exceptions." +msgstr "" +"El proceso de actualización de una base de datos de producción es parecido a" +" la actualización de una base de datos de prueba salvo algunas excepciones." + +#: ../../content/administration/upgrade.rst:309 +msgid "" +"The process is similar to :ref:`obtaining an upgraded test database " +"`, except for the purpose option, which must " +"be set to :guilabel:`Production` instead of :guilabel:`Test`." +msgstr "" +"El proceso es similar al que se lleva a cabo para :ref:`obtener una base de " +"datos de pruebas actualizada `, a excepción " +"de la opción relacionada al propósito, debe seleccionar " +":guilabel:`Producción` en lugar de :guilabel:`Prueba`." + +#: ../../content/administration/upgrade.rst:314 +msgid "" +"Once the upgrade is requested, the database will be unavailable until the " +"upgrade is finished. Once the process is completed, it is impossible to " +"revert to the previous version." +msgstr "" +"Después de solicitar la actualización, la base de datos no estará disponible" +" hasta que termine la actualización. Una vez que el proceso haya finalizado," +" es imposible volver a la versión anterior." + +#: ../../content/administration/upgrade.rst:320 +msgid "" +"The process is similar to :ref:`obtaining an upgraded test database " +"` on the :guilabel:`Production` branch." +msgstr "" +"El proceso es similar al que se lleva a cabo para :ref:`obtener una base de " +"datos de pruebas actualizada ` en la rama de " +":guilabel:`Producción`." + +#: ../../content/administration/upgrade.rst:0 msgid "View from the upgrade tab" msgstr "Vista desde la pestaña de actualizar " -#: ../../content/administration/upgrade/odoo_sh.rst:105 +#: ../../content/administration/upgrade.rst:326 msgid "" -"The actual process is **triggered as soon as you push a new commit** in your" -" branch. Make sure you are pushing code that is compatible with the new " -"version. For example by merging the code from your upgraded staging branch." +"The process is **triggered as soon as a new commit is made** on the branch. " +"This allows the upgrade process to be synchronized with the deployment of " +"the custom modules' upgraded source code. If there are no custom modules, " +"the upgrade process is triggered immediately." msgstr "" -"El proceso real se **activa tan pronto como hace push a un nuevo commit** " -"en su rama. Asegúrese de que está haciendo push en un código que es " -"compatible con la nueva versión. Por ejemplo, al fusionar el código de su " -"rama de prueba actualizada." +"El proceso **se activa al momento en que hace un nuevo commit** en la rama. " +"Esto permite que el proceso de actualización se sincronice con la " +"implementación del código fuente actualizado de los módulos personalizados. " +"Si no hay módulos personalizados, el proceso de actualización se activa de " +"inmediato." -#: ../../content/administration/upgrade/odoo_sh.rst:110 +#: ../../content/administration/upgrade.rst:332 msgid "" -"You can see the progress of the upgrade by going to the :guilabel:`Upgrade` " -"tab of the main branch." +"The database is unavailable throughout the process. If anything goes wrong, " +"the platform automatically reverts the upgrade, as it would be for a regular" +" update. In case of success, a backup of the database before the upgrade is " +"created." msgstr "" -"Puede ver el progreso de la actualización en la pestaña " -":guilabel:`Actualizar` de la rama principal. " +"La base de datos no está disponible durante todo el proceso. Si ocurre algún" +" error, la plataforma revierte la actualización de forma automática, como si" +" se tratara de una actualización regular. En caso de que el proceso sea " +"exitoso, se crea una copia de seguridad de la base de datos antes de la " +"actualización." -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View showing the progress of the upgrade" -msgstr "Vista de la muestra del progreso de la actualización " - -#: ../../content/administration/upgrade/odoo_sh.rst:118 -msgid "Your database is unavailable throughout the process." -msgstr "Su base de datos no estará disponible el tiempo que dure el proceso. " - -#: ../../content/administration/upgrade/odoo_sh.rst:121 -msgid "" -"If anything goes wrong, the platform automatically reverts the upgrade, the " -"same as it would be for a regular update. In case of success, a backup is " -"always made." -msgstr "" -"Si algo sale mal, la plataforma automáticamente revertirá la actualización, " -"lo mismo que para una actualización normal. En caso de que sea éxitosa, " -"siempre estará disponible un respaldo. " - -#: ../../content/administration/upgrade/odoo_sh.rst:124 +#: ../../content/administration/upgrade.rst:336 msgid "" "The update of your custom modules must be successful to complete the entire " "upgrade process. Make sure the status of your staging upgrade is " @@ -12702,219 +11945,170 @@ msgstr "" "actualización de prueba sea :guilabel:`éxitosa` antes de intentarlo en la " "producción. " -#: ../../content/administration/upgrade/on_premise.rst:6 -msgid "Test upgrade request" -msgstr "Solicitud para una actualización de prueba " - -#: ../../content/administration/upgrade/on_premise.rst:8 -msgid "There are two ways to create your upgrade request." -msgstr "Hay dos maneras de crear su solicitud para una actualización. " - -#: ../../content/administration/upgrade/on_premise.rst:11 -msgid "Upgrade request via command line" -msgstr "Solicitud de actualización a través de una línea de comando " - -#: ../../content/administration/upgrade/on_premise.rst:13 +#: ../../content/administration/upgrade.rst:344 msgid "" -"For technically-advanced users and partners, the upgrade process can be " -"initiated via the following command line on the server where the database is" -" hosted:" +"The command to upgrade a database to production is similar to the one of " +"upgrading a test database except for the argument `test`, which must be " +"replaced by `production`:" msgstr "" -"Para los usuarios y partners con conocimiento técnico avanzado el proceso de" -" actualización se puede inciar siguiendo la línea de comando en el servidor " -"donde está alojada la base de datos: " +"El comando para actualizar una base de datos a producción es parecido al " +"comando para actualizar una base de prueba, solo debe reemplazar el " +"argumento `test` por `production`:" -#: ../../content/administration/upgrade/on_premise.rst:16 +#: ../../content/administration/upgrade.rst:351 msgid "" -":command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d -t `" -msgstr "" -":command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d -t `" - -#: ../../content/administration/upgrade/on_premise.rst:19 -msgid "" -"The above command creates the database dump, sends it to the upgrade " -"platform, and initiates the automated upgrade process. During the upgrade, " -"you can follow the live logs on your screen. Once the upgrade process is " -"completed successfully, the upgraded database is restored onto the server " -"(as a duplicate test database)." -msgstr "" -"El comando anterior crea el dump de la base de datos, lo envía a la " -"plataforma de actualización y comienza el proceso automatizado de " -"actualización. Durante el proceso, puede seguir los registros en tiempo real" -" desde su pantalla. Una vez que la actualización esté completa con éxito, la" -" base de datos actualizada se restaura en el servidor (como un duplicado de " -"la base de datos de prueba). " - -#: ../../content/administration/upgrade/on_premise.rst:25 -msgid "Upgrade request via the Odoo Upgrade Portal" -msgstr "" -"Solicitud de actualización a través del Portal de Actualización de Odoo " - -#: ../../content/administration/upgrade/on_premise.rst:27 -msgid "" -"Download a recent copy of your database and select the option " -":guilabel:`pg_dump custom format (without filestore)`." -msgstr "" -"Descargue una copia reciente de su base de datos y seleccione la opción " -":guilabel:`pg_dump custom format (sin los arhivos almacenados)`." - -#: ../../content/administration/upgrade/on_premise.rst:29 -msgid "" -"Upload this dump file at https://upgrade.odoo.com and select *Testing* as " -"the aim. Odoo performs the automated upgrade process. Once it is completed, " -"you receive an email with a link to download the upgrade database dump file." -msgstr "" -"Suba este archivo dump en https://upgrade.odoo.com y sleccione *Prueba* " -"como el propósito. Odoo ejecuta el proceso automatizado de actualización. " -"Una vez que esté completo, recibirá un correo electrónico con un enlace para" -" descargar el archivo dump de la actualización de la base de datos. " - -#: ../../content/administration/upgrade/on_premise.rst:32 -msgid "" -"Import the upgraded database into your on-premise environment and manually " -"test all processes and workflows." -msgstr "" -"Importe la base de datos actualizada a su ambiente local y pruebe " -"manualmente todos los procesos y flujos de trabajo. " - -#: ../../content/administration/upgrade/on_premise.rst:36 -msgid "" -"For security reasons, only the person who submitted the upgrade request is " -"able to download it." -msgstr "" -"Por razones de seguridad, solo la persona que envío la solicitud de " -"actualización puede descargarla. " - -#: ../../content/administration/upgrade/on_premise.rst:37 -msgid "" -"Any problem found during testing should be reported via the `helpdesk " -"`_." -msgstr "" -"Cualquier problema que encuentre durante la prueba, debe reportarlo a través" -" del `servicio de asistencia `_." - -#: ../../content/administration/upgrade/on_premise.rst:39 -msgid "" -"For storage reasons, the copy of your database is submitted without a " -"filestore to the upgrade server. Therefore, the upgraded database does not " -"contain the production filestore." -msgstr "" -"Por motivos de almacenaje, debe subir la copia de su base de datos sin un " -"repositorio de archivos al servidor de actualización. Por lo tanto, la base " -"de datos actualizada no contiene el repositorio de archivos de producción. " - -#: ../../content/administration/upgrade/on_premise.rst:41 -msgid "" -"Before restoring the upgraded database, its filestore must be merged with " -"the production filestore to be able to perform tests in the same conditions " -"as it would be in the new version." -msgstr "" -"Antes de restaurar la base de datos actualizada, su repositorio de archivos " -"debe estar unido a al repositorio de archivos de producción para que pueda " -"realizar las pruebas bajo las mismas condiciones que la nueva versión. " - -#: ../../content/administration/upgrade/on_premise.rst:43 -msgid "The upgraded database contains:" -msgstr "La base de datos actualizada contiene:" - -#: ../../content/administration/upgrade/on_premise.rst:45 -msgid "A `dump.sql` file containing the upgraded database." -msgstr "Un archivo `dump.sql` que contiene la base de datos actualizada." - -#: ../../content/administration/upgrade/on_premise.rst:46 -msgid "" -"A `filestore` folder containing files that were extracted from in-database " -"records into attachments (if there are any) and new standard Odoo files from" -" the targeted Odoo version (like new images, icons, payment provider's " -"logos, etc.). This is the folder that should be merged with the production " -"filestore in order to get the full upgraded filestore." -msgstr "" -"Una carpeta `filestore` que contiene los archivos que se extrajeron de los " -"registros internos de la base de datos en archivos adjuntos (si es que hay) " -"y nuevos archivos estándar de Odoo de la versión objetivo de Odoo (imágenes " -"nuevas, iconos, logos de los proveedores de pago, etc.). Esta es la carpeta " -"que debe fusionarse con el repositorio de archivos de producción para " -"obtener el repositorio completo. " - -#: ../../content/administration/upgrade/on_premise.rst:52 -msgid "Upgrade your production database" -msgstr "Actualice su base de datos de producción " - -#: ../../content/administration/upgrade/on_premise.rst:54 -msgid "" -"Once you have completed the testing successfully, you can proceed to upgrade" -" your live database in production. Download your upgraded database from the " -"link in the email and import it onto your live environment." -msgstr "" -"Una vez que haya completado las pruebas con éxito, puede continuar a la " -"actualización de su base de datos en tiempo real de producción. Descargue su" -" base de datos actualizada desde el enlace en su correo e importela a su " -"ambiente en tiempo real. " - -#: ../../content/administration/upgrade/on_premise.rst:59 -msgid "" -"Same as in the test phase, when requesting an upgrade for production " -"purposes, the copy of your database is submitted without a filestore." -msgstr "" -"Así como en la fase de prueba, al solicitar una actualización para fines de " -"producción, la copia de su base de datos se sube sin repositorio de " -"archivos. " - -#: ../../content/administration/upgrade/on_premise.rst:61 -msgid "" -"Therefore, the upgraded database filestore must be merged with the " -"production filestore before deploying the new version." -msgstr "" -"Por lo tanto, el repositorio de archivos de la base de datos actualizada se " -"debe fusionar con el repositorio de la base de datos antes de implementar la" -" nueva versión. " - -#: ../../content/administration/upgrade/on_premise.rst:65 -msgid "Custom modules (if applicable)" -msgstr "Módulos personalizados (si aplica) " - -#: ../../content/administration/upgrade/on_premise.rst:67 -msgid "" -"The upgrade of a database that contains custom modules is a two-step " +"An upgraded production database can also be requested via the `Upgrade page " +"`_. Once the database is uploaded, any " +"modification to your production database will **not** be present on your " +"upgraded database. This is why we recommend not using it during the upgrade " "process." msgstr "" -"La actualización de su base de datos que contiene módulos personalizados es " -"un proceso de dos pasos: " +"En la `página del servicio de actualización `_ " +"también puede solicitar una base de datos de producción actualizada. Una vez" +" que haya cargado la base de datos, cualquier modificación que haga en su " +"base de datos de producción **no** estará presente en la base de datos " +"actualizada. Por este motivo le recomendamos que no la use durante el " +"proceso de actualización." -#: ../../content/administration/upgrade/on_premise.rst:69 -msgid "The standard upgrade is done when your upgrade request is completed." -msgstr "" -"La actualización estándar termina cuando la soilcitud de actualización está " -"completa." - -#: ../../content/administration/upgrade/on_premise.rst:70 +#: ../../content/administration/upgrade.rst:358 msgid "" -"Your custom modules also need to be upgraded to keep them compatible with " -"the new version." +"When requesting an upgraded database for production purposes, the copy is " +"submitted without a filestore. Therefore, the upgraded database filestore " +"must be merged with the production filestore before deploying the new " +"version." msgstr "" -"Sus módulos personalizados también necesitan actualizarse para que sigan " -"siendo compatibles con la nueva versión. " +"Al solicitar una base de datos actualizada para fines de producción, la " +"copia se envía sin los archivos almacenados. Por lo tanto, los archivos " +"almacenados de la base de datos actualizada deben fusionarse con los que " +"corresponden a producción antes de implementar la nueva versión." -#: ../../content/administration/upgrade/on_premise.rst:72 +#: ../../content/administration/upgrade.rst:362 msgid "" -"Depending on your contract, the upgrade of your custom modules can be done" +"In case of an issue with your production database, you can request the " +"assistance of Odoo via the `support page " +"`__ by selecting the option " +"related to the upgrade in production." msgstr "" -"Dependiendo de su contrato, la actualización de sus módulos personalizados " -"puede hacerla" +"En caso de que ocurra algún error en su base de datos de producción, puede " +"solicitar la ayuda de Odoo a través de la `página de soporte " +"`__, solo debe seleccionar la " +"opción relacionada con la actualización en producción." -#: ../../content/administration/upgrade/on_premise.rst:74 -msgid "by yourself." -msgstr "usted mismo. " +#: ../../content/administration/upgrade.rst:370 +msgid "Service-level agreement (SLA)" +msgstr "Acuerdo de nivel de servicio (SLA, por sus siglas en inglés) " -#: ../../content/administration/upgrade/on_premise.rst:75 -msgid "by your Partner." -msgstr "su Partner " - -#: ../../content/administration/upgrade/on_premise.rst:76 +#: ../../content/administration/upgrade.rst:372 msgid "" -"by Odoo (if you hold a subscription to 'Maintenance of Customizations')." +"With Odoo Enterprise, upgrading a database to the most recent version of " +"Odoo is **free**, including any support required to rectify potential " +"discrepancies in the upgraded database." msgstr "" -"Odoo (si tiene una suscripción que incluya el 'Mantenimiento de las " -"personalizaciones')." +"Con Odoo Enterprise, actualizar la base de datos a la versión más reciente " +"es **gratis** e incluye cualquier tipo de soporte requerido para rectificar " +"posibles discrepancias en la base de datos actualizada. " + +#: ../../content/administration/upgrade.rst:375 +msgid "" +"Information about the upgrade services included in the Enterprise Licence is" +" available in the :ref:`Odoo Enterprise Subscription Agreement `. " +"However, this section clarifies what upgrade services you can expect." +msgstr "" +"Tiene disponible información acerca de los servicios de actualización que " +"incluye la Licencia Enterprise en el :ref:`Acuerdo de Suscripción de Odoo " +"Enterprise `. Sin embargo, esta sección aclara qué servicios de " +"actualización puede esperar." + +#: ../../content/administration/upgrade.rst:380 +msgid "Upgrade services covered by the SLA" +msgstr "Servicios de actualización que cubre el SLA " + +#: ../../content/administration/upgrade.rst:382 +msgid "" +"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " +"self-hosted (On-Premise) can benefit from upgrade services at all times for:" +msgstr "" +"Las bases de datos alojadas en las plataformas en la nube de Odoo (Odoo en " +"línea y Odoo.sh) o que se alojan a si mismas (Local) se pueden beneficiar de" +" los servicios de actualización en todo momento para: " + +#: ../../content/administration/upgrade.rst:385 +msgid "the upgrade of all **standard applications**;" +msgstr "actualizar todas las **aplicaciones estándar**;" + +#: ../../content/administration/upgrade.rst:386 +msgid "" +"the upgrade of all **customizations created with the Studio app**, as long " +"as Studio is still installed and the respective subscription is still " +"active; and" +msgstr "" +"actualizar todas las **personalizaciones creadas con la aplicación Studio**," +" siempre y cuando Studio siga instalado y la suscripción correspondiente " +"siga activa; y " + +#: ../../content/administration/upgrade.rst:388 +msgid "" +"the upgrade of all **developments and customizations covered by a " +"maintenance of customizations subscription**." +msgstr "" +"actualizar todos los **desarrollos y personalizaciones que cubre una " +"suscripción de mantenimiento para las personalizaciones**. " + +#: ../../content/administration/upgrade.rst:391 +msgid "" +"Upgrade services are limited to the technical conversion and adaptation of a" +" database (standard modules and data) to make it compatible with the version" +" targeted by the upgrade." +msgstr "" +"Los servicios de actualización se limitan a una conversión técnica y la " +"adaptación de una base de datos (módulos estándar y datos) para hacerlos " +"compatibles con la versión objetivo de la actualización. " + +#: ../../content/administration/upgrade.rst:395 +msgid "Upgrade services not covered by the SLA" +msgstr "Servicios de actualización que no cubre el SLA" + +#: ../../content/administration/upgrade.rst:397 +msgid "The following upgrade-related services are **not** included:" +msgstr "" +"Los siguientes servicios relacionados con la actualización **no** incluyen: " + +#: ../../content/administration/upgrade.rst:399 +msgid "" +"the **cleaning** of pre-existing data and configurations while upgrading;" +msgstr "" +"la **limpieza** de datos y configuraciones pre-existentes al momento de " +"actualizar; " + +#: ../../content/administration/upgrade.rst:400 +msgid "" +"the upgrade of **custom modules created in-house or by third parties**, " +"including Odoo partners;" +msgstr "" +"la actualización de **módulos personalizados creados internamente o por " +"externos**, incluyendo partners de Odoo; " + +#: ../../content/administration/upgrade.rst:401 +msgid "" +"lines of **code added to standard modules**, i.e., customizations created " +"outside the Studio app, code entered manually, and :ref:`automated actions " +"using Python code `; and" +msgstr "" +"líneas de **código agregadas a módulos estándar**, por ejemplo, " +"personalizaciones creadas fuera de la aplicación Studio, código introducido " +"manualmente y :ref:`acciones automatizadas usando código Python " +"`; y" + +#: ../../content/administration/upgrade.rst:404 +msgid "**training** on using the upgraded version's features and workflows." +msgstr "" +"**capacitación** para usar las funciones de la versión actualizada y flujos " +"de trabajo. " + +#: ../../content/administration/upgrade.rst:407 +msgid ":doc:`Odoo.sh documentation `" +msgstr ":doc:`documentación de Odoo.sh `" + +#: ../../content/administration/upgrade.rst:408 +msgid ":doc:`Supported Odoo versions `" +msgstr ":doc:`Versiones de Odoo compatibles `" diff --git a/locale/es/LC_MESSAGES/finance.po b/locale/es/LC_MESSAGES/finance.po index 81041b87e..7754ea29b 100644 --- a/locale/es/LC_MESSAGES/finance.po +++ b/locale/es/LC_MESSAGES/finance.po @@ -14,7 +14,6 @@ # José Cabrera Lozano , 2021 # Luis M. Ontalba , 2021 # David Arnold , 2021 -# Raquel Iciarte , 2021 # Valentino , 2021 # Cinthya Yepez , 2021 # renodoo , 2021 @@ -40,23 +39,24 @@ # Aimée Mendoza Sánchez, 2023 # Pablo Rojas , 2023 # Martin Trigaux, 2023 -# Wil Odoo, 2023 -# Braulio D. López Vázquez , 2023 -# Lucia Pacheco, 2023 -# Iran Villalobos López, 2023 -# Patricia Gutiérrez Capetillo , 2023 -# Fernanda Alvarez, 2023 # Jairo Llopis , 2023 # Loida Vilaplana, 2023 +# Raquel Iciarte , 2023 +# Braulio D. López Vázquez , 2023 +# Lucia Pacheco, 2023 +# Wil Odoo, 2023 +# Patricia Gutiérrez Capetillo , 2023 +# Iran Villalobos López, 2023 +# Fernanda Alvarez, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-09 08:39+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" -"Last-Translator: Loida Vilaplana, 2023\n" +"Last-Translator: Fernanda Alvarez, 2023\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -264,7 +264,7 @@ msgstr "" " se actualizan en tiempo real:" #: ../../content/applications/finance/accounting.rst:127 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "Reportes financieros" @@ -301,10 +301,12 @@ msgid "Audit" msgstr "Auditar" #: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1073 msgid "General ledger" msgstr "Libro mayor" #: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1035 msgid "Trial balance" msgstr "Balanza de comprobación" @@ -323,7 +325,7 @@ msgstr "Registro de caja" #: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:135 #: ../../content/applications/finance/fiscal_localizations/chile.rst:161 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:321 msgid "Partner" msgstr "Contacto" @@ -690,6 +692,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:15 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:22 #: ../../content/applications/finance/accounting/payments/batch.rst:15 @@ -707,7 +710,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 #: ../../content/applications/finance/accounting/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:13 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:22 @@ -718,15 +721,15 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:29 #: ../../content/applications/finance/fiscal_localizations/chile.rst:290 #: ../../content/applications/finance/fiscal_localizations/chile.rst:332 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/germany.rst:58 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:620 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:726 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:847 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:40 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:766 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:906 #: ../../content/applications/finance/fiscal_localizations/peru.rst:25 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 @@ -737,7 +740,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:60 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:9 #: ../../content/applications/finance/payment_acquirers/mollie.rst:8 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:141 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:146 #: ../../content/applications/finance/payment_acquirers/sips.rst:9 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:30 msgid "Configuration" @@ -3012,7 +3015,7 @@ msgstr "" "crear uno nuevo. Después llene el formulario." #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Tipo" @@ -3103,7 +3106,7 @@ msgstr ":doc:`../customer_invoices/cash_discounts`" #: ../../content/applications/finance/accounting/customer_invoices.rst:5 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:86 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:310 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:321 msgid "Customer invoices" msgstr "Facturas de cliente" @@ -3163,7 +3166,7 @@ msgstr "" "personal de almacén denomina Borrador de factura." #: ../../content/applications/finance/accounting/customer_invoices.rst:35 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:284 msgid "Invoice creation" msgstr "Creación de facturas" @@ -3389,8 +3392,8 @@ msgstr "115" #: ../../content/applications/finance/accounting/taxes.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:164 #: ../../content/applications/finance/fiscal_localizations/chile.rst:198 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:165 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:69 #: ../../content/applications/finance/fiscal_localizations/peru.rst:242 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:127 @@ -4787,7 +4790,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:97 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:26 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:32 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:16 #: ../../content/applications/finance/fiscal_localizations/france.rst:182 #: ../../content/applications/finance/fiscal_localizations/india.rst:16 @@ -4795,9 +4798,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:34 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:66 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:15 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:14 @@ -4806,16 +4808,15 @@ msgstr "Nombre" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:98 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:27 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:17 #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:17 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:35 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:67 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:15 @@ -6294,477 +6295,1229 @@ msgid ":doc:`../fiscal_localizations`" msgstr ":doc:`../fiscal_localizations`" #: ../../content/applications/finance/accounting/get_started.rst:190 -msgid "`Odoo Tutorials: Accounting Basics `_" +msgid "" +"`Odoo Tutorials: Accounting and Invoicing - Getting started [video] " +"`_" msgstr "" -"`Tutoriales de Odoo: lo básico de la contabilidad " -"`_" +"`Tutoriales de Odoo: contabilidad y facturación - principios básicos [video]" +" `_" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:3 -msgid "Inventory average price valuation" -msgstr "Valoración del precio promedio del inventario" +msgid "Average price on returned goods" +msgstr "Costo promedio en bienes devueltos" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:5 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:9 msgid "" -"As stated in the :doc:`inventory valuation page " -"`," -" one of the possible costing method you can use in perpetual stock " -"valuation, is the average cost." +"*Average cost valuation* (AVCO) is an inventory valuation method that " +"evaluates cost based on the total cost of goods bought or produced during a " +"period, divided by the total number of items on-hand. Inventory valuation is" +" used to:" msgstr "" -"Como se explicó en :doc:`la página de valoración de inventario " -"`" -" el costo promedio es uno de los métodos de costo que puede usar en la " -"valoración perpetua del inventario." +"*La valoración del costo promedio* (AVCO, por sus siglas en ingles) es un " +"método de valoración del inventario que evalúa el costo en función del costo" +" total de los bienes adquiridos o fabricados durante un periodo determinado," +" dividido entre el número total de artículos a la mano. La valoración del " +"inventario se usa para: " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:10 -msgid "" -"This document answers to one recurrent question for companies using that " -"method to make their stock valuation: how does a shipping returned to its " -"supplier impact the average cost and the accounting entries? This document " -"is **only** for the specific use case of a perpetual valuation (as opposed " -"to the periodic one) and in average price costing method (as opposed to " -"standard of FIFO)." +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:13 +msgid "reflect the value of a company's assets;" +msgstr "reflejar el valor de los activos de la empresa; " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:14 +msgid "keep track of the amount of unsold goods;" +msgstr "llevar un seguimiento de la cantidad de bienes no vendidos;" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:15 +msgid "account for monetary value in goods that have yet to generate profit;" msgstr "" -"Este documento responde a una pregunta recurrente para empresas que usan ese" -" método para hacer su valoración de inventario: ¿cuál es el impacto de un " -"envío devuelto a su proveedor en el costo promedio y los asientos contables?" -" Este documento es **solamente** para el caso de uso específico de " -"valoración perpetua (opuesto al periódico) y en el método de costo de precio" -" promedio (opuesto al estándar de PEPS)." +"tener en cuenta el valor monetario de los bienes que pueden generar " +"ganancias; " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:16 +msgid "report on flow of goods throughout the quarter." +msgstr "tener un registro en el flujo de bienes a lo largo del trimestre. " #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:18 -msgid "Definition of average cost" -msgstr "Definición de costo promedio" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:20 msgid "" -"The average cost method calculates the cost of ending inventory and cost of " -"goods sold on the basis of weighted average cost per unit of inventory." +"Because |AVCO| uses the weighted average to evaluate the cost, it is a good " +"fit for companies that sell only a few different products in large " +"quantities. In Odoo, this costing analysis is *automatically updated* each " +"time products are received." msgstr "" -"El método de costo promedio calcula el costo del inventario final y el costo" -" de productos vendidos con base en el costo promedio ponderado del " -"inventario." +"Puesto que la valoración usa el peso promedio para evaluar el costo, es un " +"buen método para las empresas que venden solo algunos tipos de productos en " +"grandes cantidades. En Odoo, este análisis de costos se *actualiza " +"automáticamente* cada vez que se reciben productos. " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:24 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:22 msgid "" -"The weighted average cost per unit is calculated using the following " -"formula:" +"Thus, when shipments are returned to their supplier, Odoo automatically " +"generates accounting entries to reflect the change in inventory valuation. " +"However, Odoo does **not** automatically update the |AVCO| calculation, " +"because :ref:`this can potentially create inconsistencies with inventory " +"valuation `." msgstr "" -"El costo promedio ponderado por unidad se calcula mediante la siguiente " -"fórmula:" +"Por lo tanto, cuando las entregas se le regresan al proveedor, Odoo genera " +"automáticamente asientos contables para reflejar el cambio en la valoración " +"del inventario. Sin embargo, Odoo **no** actualiza automáticamente el " +"cálculo de esta valoración porque :ref:`puede crear posibles inconsistencias" +" con la valoración del inventario `. " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:27 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:28 msgid "" -"When new products arrive in a warehouse, the new average cost is recomputed " -"as:" +"This document addresses a specific use case for theoretical purposes. " +"Navigate :ref:`here ` for instructions" +" on how to set up and use |AVCO| in Odoo." msgstr "" -"Cuando llegan nuevos productos a un almacén, se vuelve a calcular el costo " -"promedio como:" +"Este documento habla de un caso de uso específico con propósitos teóricos. " +"Consulte :ref:`esta página " +"` para obtener " +"instrucciones sobre cómo configurar y usar la valoración del costo promedio " +"en Odoo. " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:32 +msgid "" +":ref:`Using inventory valuation `" +msgstr "" +":ref:`Usar la valoración del inventario " +"`" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:33 msgid "" -"When products leave the warehouse: the average cost **does not** change" +":ref:`Other inventory valuation methods " +"`" msgstr "" -"Cuando los productos salen del almacén: el costo promedio **no** cambia" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 -msgid "Defining the purchase price" -msgstr "Definir el precio de compra" +":ref:`Otros métodos de valoración de inventario " +"`" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:38 msgid "" -"The purchase price is estimated at the reception of the products (you might " -"not have received the vendor bill yet) and reevaluated at the reception of " -"the vendor bill. The purchase price includes the cost you pay for the " -"products, but it may also includes additional costs, like landed costs." +"To use average cost inventory valuation on a product, navigate to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"select the category that will be using |AVCO|. On the product category page," +" set :guilabel:`Costing Method` to `Average Cost (AVCO)` and " +":guilabel:`Inventory Valuation` to `Automated`." msgstr "" -"El precio de compra se estima en la recepción de los productos (puede ser " -"que no ha recibido la factura del proveedor aún) y se vuelve a evaluar en la" -" recepción de la factura del proveedor. El precio de compra incluye el costo" -" que paga por los productos, pero también puede incluir costos adicionales, " -"como los costos en destino." +"Para utilizar la valoración del costo promedio del inventario en un " +"producto, vaya a :menuselection:`Inventario --> Configuración --> Categorías" +" de producto` y seleccione la categoría para la que usará la valoración. En " +"la página de la categoría del producto, configure el :guilabel:`Método de " +"costo` como `Costo promedio (AVCO)` y la :guilabel:`Valoración del " +"inventario` en `Automático`. " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:45 -msgid "Average cost example" -msgstr "Ejemplo de costo promedio" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:44 +msgid "" +":ref:`Inventory valuation configuration " +"`" +msgstr "" +":ref:`Configuración de la valoración de inventario " +"`" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:47 +msgid "Using average cost valuation" +msgstr "Uso de la valoración del costo promedio" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:49 +msgid "" +"The average cost method adjusts the inventory valuation when products are " +"received in the warehouse. This section explains how it works, but if the " +"explanation is unnecessary, skip to the :ref:`return to supplier use case " +"` section." +msgstr "" +"El método del costo promedio ajusta la valoración del inventario cuando se " +"reciben los productos en el almacén. Esta sección explica cómo funciona, " +"pero si cree que no es necesaria, vaya directamente a la sección :ref:`uso " +"de caso de devoluciones al proveedor `. " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 +msgid "Formula" +msgstr "Fórmula" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:58 +msgid "" +"When new products arrive, the new average cost for each product is " +"recomputed using the formula:" +msgstr "" +"Cuando llegan nuevos productos, el nuevo costo promedio de cada producto se " +"vuelve a calcular usando la siguiente fórmula: " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +msgid "" +"Avg~Cost = \\frac{(Old~Qty \\times Old~Avg~Cost) + (Incoming~Qty \\times Purchase~Price)}{Final~Qty}\n" +"\n" +msgstr "" +"Costo~promedio = \\frac{(Cantidad~anterior \\times Costo~promedio~anterior) + (Cantidad~entrante \\times Precio~de compra)}{Cantidad~final}\n" +"\n" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:63 +msgid "**Old Qty**: product count in stock before receiving the new shipment;" +msgstr "" +"**Cantidad anterior**: número de productos en existencias antes de recibir " +"nuevos productos. " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +msgid "" +"**Old Avg Cost**: calculated average cost for a single product from the " +"previous inventory valuation;" +msgstr "" +"**Costo promedio anterior**: costo promedio calculado para un solo producto " +"de la valoración de inventario anterior;" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:66 +msgid "**Incoming Qty**: count of products arriving in the new shipment;" +msgstr "" +"**Cantidad entrante**: número de productos que llegan en la nueva entrega; " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:67 +msgid "" +"**Purchase Price**: estimated price of products at the reception of products" +" (since vendor bills may arrive later). The amount includes not only the " +"price for the products, but also added costs, such as shipping, taxes, and " +":ref:`landed costs `. At reception of the " +"vendor bill, this price is adjusted;" +msgstr "" +"**Precio de compra**: precio estimado de los productos a la recepción de los" +" productos (algunas veces las facturas de proveedor llegan después). La " +"cantidad no solo incluye el precio por los productos, sino también los " +"costos adicionales como el envío, impuestos y los :ref:`costos en destino " +"`. Al recibir la factura del proveedor, el" +" precio se ajusta; " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:71 +msgid "**Final Qty**: quantity of on-hand stock after the stock move." +msgstr "" +"**Cantidad final**: la cantidad a la mano en las existencias después del " +"movimiento de existencias. " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:76 +msgid "" +"When products leave the warehouse, the average cost **does not** change. " +"Read about why the average cost valuation is **not** adjusted :ref:`here " +"`." +msgstr "" +"Cuando los productos salen del almacén, el costo promedio **no** cambia. Si " +"quiere saber más acerca de por qué la valoración del costo **no** se ajusta," +" consulte :ref:`esta página `." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +msgid "Compute average cost" +msgstr "Cálculo del costo promedio" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 +msgid "" +"To understand how the average cost of a product changes with each shipment, " +"consider the following table of warehouse operations and stock moves. Each " +"is a different example of how the average cost valuation is affected." +msgstr "" +"Para entender cómo cambia el costo promedio de un producto con cada entrega," +" considere la siguiente tabla de operaciones del almacén y movimientos de " +"existencias. Cada una es un ejemplo de cómo afecta la valoración del costo " +"promedio." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Operation" msgstr "Operación" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -msgid "Delta Value" -msgstr "Valor delta" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +msgid "Incoming Value" +msgstr "Valor de entrada" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Inventory Value" msgstr "Valor de inventario" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Qty On Hand" msgstr "Cantidad a la mano" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Avg Cost" msgstr "Costo promedio" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$0" msgstr "$0" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 #: ../../content/applications/finance/fiscal_localizations/france.rst:240 msgid "0" msgstr "0" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -msgid "Receive 8 Products at $10" -msgstr "Recibir 8 productos a $10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "Receive 8 tables at $10/unit" +msgstr "Recibe 8 mesas a $10/por unidad" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -msgid "+8\\*$10" -msgstr "+8\\*$10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "8 * $10" +msgstr "8 * $10" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$80" msgstr "$80" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "8" msgstr "8" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$10" msgstr "$10" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -msgid "Receive 4 Products at $16" -msgstr "Recibir 4 productos a $16" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "Receive 4 tables at $16/unit" +msgstr "Recibe 4 mesas a $16/por unidad " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -msgid "+4\\*$16" -msgstr "+4\\*$16" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "4 * $16" +msgstr "4 * $16" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "$144" msgstr "$144" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 #: ../../content/applications/finance/fiscal_localizations/france.rst:88 #: ../../content/applications/finance/fiscal_localizations/france.rst:111 msgid "12" msgstr "12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$12" msgstr "$12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -msgid "Deliver 10 Products" -msgstr "Entregar 10 productos" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "Deliver 10 tables" +msgstr "Entrega 10 mesas" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -msgid "-10\\*$12" -msgstr "-10\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "-10 * $12" +msgstr "-10 * $12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "$24" msgstr "$24" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "2" msgstr "2" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 msgid "" -"At the beginning, the Avg Cost is set to 0 set as there is no product in the" -" inventory. When the first reception is made, the average cost becomes " -"logically the purchase price." +"Ensure comprehension of the above computations by reviewing the \"Receive 8 " +"tables at $10/unit\" example." msgstr "" -"Al principio, el costo promedio se establece en 0 porque no hay ningún " -"producto en el inventario. Cuando se realice la primera recepción, el costo " -"promedio se convierte, lógicamente, en el precio de compra." +"Asegúrese de entender bien los cálculos de arriba revisando el ejemplo " +"\"recibe 8 mesas a $10/por unidad\". " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:106 +msgid "Initially, the product stock is 0, so all values are $0." +msgstr "" +"Inicialmente, las existencias del producto son 0 por lo que los valores " +"también son $0. " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:108 msgid "" -"At the second reception, the average cost is updated because the total " -"inventory value is now ``$80 + 4*$16 = $144``. As we have 12 units on hand, " -"the average price per unit is ``$144 / 12 = $12``." +"In the first warehouse operation, `8` tables are received at `$10` each. The" +" average cost is calculated using the :ref:`formula " +"`:" msgstr "" -"En la segunda recepción, el costo promedio se actualiza porque el valor del " -"inventario total ahora es ``$80 + 4*$16 = $144``. Como tenemos 12 unidades a" -" la mano, el precio promedio por unidad es ``$144 / 12 = $12``." +"En la primera operación del almacén, recibe `8` mesas a `$10` cada una. El " +"costo promedio se calcula usando la :ref:`fórmula " +"`: " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:68 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:111 msgid "" -"By definition, the delivery of 10 products does not change the average cost." -" Indeed, the inventory value is now $24 as we have only 2 units remaining of" -" each ``$24 / 2 = $12``." +"Avg~Cost = \\frac{0 + 8 \\times $10}{8} = \\frac{$80}{8} = $10\n" +"\n" msgstr "" -"Por definición, la entrega de 10 productos no cambia el costo promedio. De " -"hecho, el valor del inventario ahora es $24 porque solo nos quedan 2 " -"unidades de cada uno ``$24 / 2 = $12``." +"Costo~promedio = \\frac{0 + 8 \\times $10}{8} = \\frac{$80}{8} = $10\n" +"\n" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:73 -msgid "Purchase return use case" -msgstr "Caso de uso de compras devueltas" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:75 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:114 msgid "" -"In case of a product returned to its supplier after reception, the inventory" -" value is reduced using the average cost formulae (not at the initial price " -"of these products!)." +"Since the *incoming quantity* of tables is `8` and the *purchase price* for " +"each is `$10`," msgstr "" -"En caso de que un producto se devuelva a su proveedor después de la " -"recepción, el valor del inventario se reduce usando la fórmula de costo " -"promedio (no al precio inicial de estos productos)." +"Ya que la *cantidad entrante* de mesas es `8` y el *precio de compra* de " +"cada una es de `$10`, " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:79 -msgid "Which means that the above table will be updated as follow:" -msgstr "Lo que significa que la tabla anterior se actualizará así:" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:115 +msgid "The inventory value in the numerator is evaluated to `$80`;" +msgstr "El valor de inventario en el numerador se evalúa en `$80`; " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "Return of 1 Product initially bought at $10" -msgstr "Devolución de 1 producto que se compró inicialmente en $10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:116 +msgid "`$80` is divided by the total amount of tables to store, `8`;" +msgstr "`$80` se divide entre la cantidad total de mesas por almacenar, `8`;" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "-1\\*$12" -msgstr "-1\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 +msgid "`$10` is the average cost of a single table from the first shipment." +msgstr "`$10` es el costo promedio de una sola mesa de la primera entrega." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 +msgid "" +"To verify this in Odoo, in the *Purchase* app, order `8` quantities of a new" +" product, `Table`, with no previous stock moves, for `$10` each." +msgstr "" +"Para verificar esto en Odoo, en la aplicación *Compra*, ordene `8` unidades " +"de un nuevo producto, `Mesa`, sin movimientos de existencias previos, a " +"`$10` cada uno. " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:122 +msgid "" +"In the table's :guilabel:`Product Category` field in the :guilabel:`General " +"Information` tab of the product form, click the :guilabel:`➡️ (arrow)` icon," +" to open an :guilabel:`External Link` to edit the product category. Set the " +":guilabel:`Costing Method` to `Average Cost (AVCO)` and :guilabel:`Inventory" +" Valuation` to `Automated`." +msgstr "" +"En el campo :guilabel:`Categoría del producto` de la tabla, en la pestaña " +":guilabel:`Información general` en el formulario del producto, haga clic en " +"el icono de :guilabel:`➡️ (flecha)` para abrir un :guilabel:`Enlace externo`" +" para editar la categoría del producto. Establezca el :guilabel:`Método de " +"costo` en `Costo promedio (AVCO)` y la :guilabel:`Valoración del inventario`" +" en `Automático`. " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:127 +msgid "" +"Then, return to the purchase order. Click :guilabel:`Confirm Order`, and " +"click :guilabel:`Receive Products` to confirm receipt." +msgstr "" +"Luego, regrese a la orden de compra. Haga clic en :guilabel:`Confirmar " +"orden` y haga clic en :guilabel:`Recibir productos` para confirmar la " +"recepción. " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 +msgid "" +"Next, check the inventory valuation record generated by the product " +"reception by navigating to :menuselection:`Inventory --> Reporting --> " +"Inventory Valuation`. Select the drop-down for `Table`, and view the " +":guilabel:`Total Value` column for the *valuation layer* (:dfn:`inventory " +"valuation at a specific point in time = on-hand quantity * unit price`). The" +" 8 tables in-stock are worth $80." +msgstr "" +"Luego, revise el registro de la valoración de inventario que se generó a la " +"recepción de los productos en :menuselection:`Inventario --> Reportes --> " +"Valoración del inventario`. Seleccione el menú desplegable para `Mesa` y " +"observe la columna de :guilabel:`Valor total` para la *capa de valoración* " +"(:dfn:`valoración del inventario en un periodo específico = cantidades a la " +"mano * precio unitario`). Las 8 mesas en existencias tienen un valor de $80." +" " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show inventory valuation of 8 tables in Odoo." +msgstr "Mostrar la valoración del inventario de 8 mesas en Odoo." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:141 +msgid "" +"When the product category's :guilabel:`Costing Method` is set to " +":guilabel:`AVCO`, then the average cost of a product is also displayed on " +"the :guilabel:`Cost` field, under the :guilabel:`General Information` tab, " +"on the product page itself." +msgstr "" +"Cuando el :guilabel:`Método de costo` de la categoría del producto está " +"configurada como :guilabel:`AVCO`, entonces el costo promedio de un producto" +" también aparece en el campo :guilabel:`Costo` en la pestaña de " +":guilabel:`Información general` en la página del producto. " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +msgid "Product delivery (use case)" +msgstr "Envío de productos (caso de uso)" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 +msgid "" +"For outgoing shipments, :ref:`outbound products have no effect on the " +"average cost valuation `. Although the " +"average cost valuation is not recalculated, the inventory value still " +"decreases because the product is removed from stock and delivered to the " +"customer location." +msgstr "" +"Para envíos salientes, :ref:`los productos salientes no tienen efecto en la " +"valoración del costo promedio `. Aunque la" +" valoración del costo promedio no se vuelve a calcular, el valor del " +"inventario se reduce porque el producto sale de las existencias y se envía a" +" la ubicación del cliente. " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +msgid "" +"To demonstrate that the average cost valuation is not recalculated, examine " +"the \"Deliver 10 tables\" example." +msgstr "" +"Para demostrar que la valoración del costo promedio no se vuelve a calcular," +" examinemos el ejemplo de \"Envío de 10 mesas\". " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:157 +msgid "" +"Avg~Cost = \\frac{12 \\times $12 + (-10) \\times $12}{12-10} = \\frac{24}{2} = $12\n" +"\n" +msgstr "" +"Costo~promedio = \\frac{12 \\times $12 + (-10) \\times $12}{12-10} = \\frac{24}{2} = $12\n" +"\n" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +msgid "" +"Because 10 tables are being sent out to customers, the *incoming quantity* " +"is `-10`. The previous average cost (`$12`) is used in lieu of a vendor's " +"*purchase price*;" +msgstr "" +"Puesto que se envían 10 mesas al cliente, la *cantidad entrante* es `-10`. " +"El costo promedio anterior (`$12`) se usa en lugar del *precio de compra* " +"del proveedor. " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:162 +msgid "The *incoming inventory value* is `-10 * $12 = -$120`;" +msgstr "El *valor del inventario entrante* es `-10 * $12 = -$120`; " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 +msgid "" +"The old *inventory value* (`$144`) is added to the *incoming inventory " +"value* (`-$120`), so `$144 + -$120 = $24`;" +msgstr "" +"El *valor del inventario* anterior (`$144`) se agrega al *valor del " +"inventario entrante* (`-$120`), es decir, `$144 + -$120 = $24`; " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:165 +msgid "" +"Only `2` tables remain after shipping out `10` tables from `12`. So the " +"current *inventory value* (`$24`) is divided by the on-hand quantity (`2`);" +msgstr "" +"Solo `2` mesas se quedan después de realizar el envío de `10` mesas de `12`." +" Por lo tanto, el *valor del inventario* actual (`$24`) se divide entre las " +"cantidades a la mano (`2`);" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:167 +msgid "" +"`$24 / 2 = $12`, which is the same average cost as the previous operation." +msgstr "" +"`$24 / 2 = $12`, que es el mismo costo en promedio que la operación " +"anterior." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:169 +msgid "" +"To verify this in Odoo, sell `10` tables in the *Sales* app, validate the " +"delivery, and then review the inventory valuation record by going to in " +":menuselection:`Inventory --> Reporting --> Inventory Valuation`. In the " +"topmost valuation layer, delivering `10` tables reduces the product's value " +"by `-$120`." +msgstr "" +"Para verificar esto en Odoo, venda `10` mesas en la aplicación *Ventas*, " +"valide el envío y luego revise el registro de la valoración del inventario " +"en :menuselection:`Inventario --> Reportes --> Valoración del inventario`. " +"En la primera capa de valoración, enviar `10` mesas reduce el valor del " +"prodcuto a `-$120`." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:174 +msgid "" +"**Note**: What is not represented in this stock valuation record is the " +"revenue made from this sale, so this decrease is not a loss to the company." +msgstr "" +"**Nota**: lo que no está representado en el registro de la valoración del " +"inventario es el ingreso que se hace de esta venta, por lo que esta " +"reducción no significa una pérdida para la empresa." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show how deliveries decrease inventory valuation." +msgstr "Muestra como los envíos reducen la valoración del inventario." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:184 +msgid "Return items to supplier (use case)" +msgstr "Devolver artículos al proveedor (caso de uso) " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:186 +msgid "" +"Because the price paid to suppliers can differ from the price the product is" +" valued at with the |AVCO| method, Odoo handles returned items in a specific" +" way." +msgstr "" +"Ya que el precio que se le paga a los proveedores puede variar del precio en" +" el que se valora el producto con el método AVCO, Odoo se encarga de los " +"artículos devueltos de una manera específica. " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:189 +msgid "" +"Products are returned to suppliers at the original purchase price, but;" +msgstr "" +"Los productos se le devuelven a los proveedores al precio original de " +"compra, pero:" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:190 +msgid "The internal cost valuation remains unchanged." +msgstr "La valoración interna del costo no cambia." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:192 +msgid "" +"The above :ref:`example table ` is updated as" +" follows:" +msgstr "" +"La :ref:`tabal de ejemplo ` de arriba se " +"actualiza de la siguiente manera: " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +msgid "Qty*Avg Cost" +msgstr "Cant.*Costo prom" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "Return 1 table bought at $10" +msgstr "Devuelve 1 mesa que se compró a $10 " + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "-1 * $12" +msgstr "-1 * $12" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 #: ../../content/applications/finance/fiscal_localizations/france.rst:242 msgid "1" msgstr "1" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:90 -msgid "Explanation: counter example" -msgstr "Explicación: contraejemplo" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:92 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 msgid "" -"Remember the definition of **Average Cost**, saying that we do not update " -"the average cost of a product leaving the inventory. If you break this rule," -" you may lead to inconsistencies in your inventory." +"In other words, returns to vendors are perceived by Odoo as another form of " +"a product exiting the warehouse. To Odoo, because the table is valued at $12" +" per unit, the inventory value is reduced by `$12` when the product is " +"returned; the initial purchase price of `$10` is unrelated to the table's " +"average cost." msgstr "" -"Recuerde que la definición de **Costo promedio** dice que no actualizamos el" -" costo promedio de un producto que sale del inventario. Romper esta regla " -"podría llevar a inconsistencias en su inventario." +"En otras palabras, Odoo percibe las devoluciones a los proveedores como otra" +" forma de salida de un producto del almacén. Para Odoo, puesto que la mesa " +"está valorada en $12 por unidad, el valor de inventario se reduce en `$12` " +"cuando se regresa el producto. El precio inicial de compra de `$10` no está " +"relacionado con el costo promedio de la tabla. " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:96 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:208 msgid "" -"As an example, here is the scenario when you deliver one piece to the " -"customer and return the other one to your supplier (at the cost you " -"purchased it). Here is the operation:" +"To return a single table that was purchased for `$10`, navigate to the " +"receipt in the *Inventory* app for the :ref:`8 tables purchased in Exercise " +"1 ` by going to the :guilabel:`Inventory Overview`," +" clicking on :guilabel:`Receipts`, and selecting the desired receipt." msgstr "" -"Por ejemplo, a continuación le presentamos el escenario donde entrega una " -"pieza al cliente y devuelve la otra a su proveedor (al costo que la compró)." -" Esta es la operación:" +"Para regresar una sola mesa que se compró a `$10`, vaya al recibo en la " +"aplicación *Inventario* de las :ref:`8 mesas compradas en el ejercicio 1 " +"` en la :guilabel:`vista general de Inventario` y " +"haga clic en :guilabel:`Recibos` y seleccione el recibo que desea. " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -msgid "Customer Shipping 1 product" -msgstr "Cliente envía 1 producto" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:213 +msgid "" +"Then, click :guilabel:`Return` on the validated delivery order, and modify " +"the quantity to `1` in the reverse transfer window. This creates an outgoing" +" shipment for the table. Select :guilabel:`Validate` to confirm the outgoing" +" shipment." +msgstr "" +"Luego, haga clic en :guilabel:`Devolver` en la orden de envío validada y " +"modifique la cantidad a `1` en la ventana de transferencia contraria. Esto " +"crea un envío saliente para la mesa. Haga clic en :guilabel:`Validar` para " +"confirmar el envío saliente. " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -msgid "-1\\*$10" -msgstr "-1\\*$10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:217 +msgid "" +"Return to :menuselection:`Inventory --> Reporting --> Inventory Valuation` " +"to see how the outgoing shipment decreases the inventory value by $12." +msgstr "" +"Regrese a :menuselection:`Inventario --> Reportes --> Valoración de " +"inventario` para ver cómo el envío saliente redujo el valor del inventario " +"en $12." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Inventory valuation for return." +msgstr "Valoración de inventario para devolución." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:227 +msgid "Eliminate stock valuation errors in outgoing products" +msgstr "Eliminar errores de valoración de existencias en productos salientes" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:229 +msgid "" +"Inconsistencies can occur in a company's inventory when the average cost " +"valuation is recalculated on outgoing shipments." +msgstr "" +"Es posible que haya inconsistencias en el inventario de una empresa cuando " +"la valoración del costo promedio se vuelve a calcular en envíos salientes." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:232 +msgid "" +"To demonstrate this error, the table below displays a scenario in which 1 " +"table is shipped to a customer and another is returned to a supplier at the " +"purchased price." +msgstr "" +"Para demostrar este error, la tabla de abajo muestra un escenario en el que " +"se envía 1 mesa a un cliente y otra se le devuelve al proveedor al precio de" +" compra." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +msgid "Qty*Price" +msgstr "Cant*Precio" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "Ship 1 product to customer" +msgstr "Envío de 1 producto al cliente" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "-1 \\* $12" +msgstr "-1 \\* $12" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "Return 1 product initially bought at $10" +msgstr "Devuelve 1 prodcuto comprado inicialmente en $10" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "-1 \\* $10" +msgstr "-1 \\* $10" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$2**" msgstr "**$2**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 msgid "**0**" msgstr "**0**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:110 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 msgid "" -"As you can see in this example, this is not correct: an inventory valuation " -"of $2 for 0 pieces in the warehouse." +"In the final operation above, the final inventory valuation for the table is" +" `$2` even though there are `0` tables left in stock." msgstr "" -"Como puede ver en este ejemplo, esto no es correcto: una valoración de " -"inventario de $2 para 0 piezas en el almacén." +"En la operación final de arriba, la valoración final del inventario para la " +"mesa es de `$2`, aunque hay `0` mesas restantes en las existencias. " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:113 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:248 +msgid "Correct method" +msgstr "Método correcto" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:250 msgid "" -"The correct scenario should be to return the goods at the current average " -"cost:" +"Use the average cost to value the return. This does not mean the company " +"gets $12 back for a $10 purchase; the item returned for $10 is valued " +"internally at $12. The inventory value change represents a product worth $12" +" no longer being accounted for in company assets." msgstr "" -"El escenario correcto debería ser la devolución de los productos al costo " -"promedio actual:" +"Utilice el costo promedio para valorar la devolución. Esto no significa que " +"la empresa obtenga $12 por una compra de $10; el artículo devuelto por $10 " +"está valorado internamente en $12. El cambio en el valor del inventario " +"representa que un producto que vale $12 ya no se tiene en cuenta en los " +"activos de la empresa. " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "**$0**" -msgstr "**$0**" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:255 +msgid "Anglo-Saxon accounting" +msgstr "Contabilidad anglosajona" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:126 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:257 msgid "" -"On the other hand, using the average cost to value the return ensure a " -"correct inventory value at all times." +"In addition to using |AVCO|, companies that use **Anglo-Saxon accounting** " +"also keep a holding account that tracks the amount to be paid to vendors. " +"Once a vendor delivers an order, **inventory value** increases based on the " +"vendor price of the products that have entered the stock. The holding " +"account (called **stock input**) is credited and only reconciled once the " +"vendor bill is received." msgstr "" -"Por otro lado, usar el costo promedio para valorar la devolución asegura una" -" valoración de inventario correcta en todo momento." +"Además de usar el método de valoración del costo promedio, las empresas que " +"utilizan la **contabilidad anglosajona** tienen una cuenta de retención que " +"lleva el seguimiento de la cantidad a pagar a los proveedores. Una vez que " +"el proveedor entrega una orden, el **valor del inventario** incrementa en " +"función del precio del proveedor de los productos que entraron a las " +"existencias. La cuenta de retención (llamada **entrada de existencias**) se " +"acredita y se concilia una vez que se recibe la factura del proveedor. " -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 -msgid "Further thoughts on anglo saxon mode" -msgstr "Otras reflexiones sobre el modo anglosajón" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:132 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:263 msgid "" -"For people in using the **anglo saxon accounting** principles, there is " -"another concept to take into account: the stock input account of the " -"product, which is intended to hold at any time the value of vendor bills to " -"receive. So the stock input account will increase on reception of incoming " -"shipments and will decrease when receiving the related vendor bills." +":ref:`Anglo-Saxon vs. Continental " +"`" msgstr "" -"Para las personas que usan los principios de la **contabilidad " -"anglosajona**, hay otro concepto que se debe tomar en cuenta: la cuenta de " -"entrada de inventario del producto, la cual intenta mantener en cualquier " -"momento el valor de las facturas de proveedor que recibe. La cuenta de " -"entrada de inventario aumentará en la recepción de envíos entrantes y se " -"reducirá cuando reciba las facturas de proveedor relacionadas." +":ref:`Anglosajona y Continental " +"`" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:139 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:265 msgid "" -"Back to our example, we see that when the return is valued at the average " -"price, the amount booked in the stock input account is the original purchase" -" price:" +"The table below reflects journal entries and accounts. The *stock input* " +"account stores the money intended to pay vendors when the vendor bill has " +"not yet been received. To balance accounts when returning products that have" +" a price difference between the price the product is **valued at** and the " +"price it was bought for, a *price difference* account is created." msgstr "" -"De regreso a nuestro ejemplo, vemos que cuando la devolución se valora en el" -" precio promedio, el importe registrado en la cuenta de entrada de " -"inventario es el precio original de compra:" +"La siguiente tabla indica los asientos contables y las cuentas. La cuenta de" +" *entrada de existencias* almacena el dinero destinado al pago de los " +"proveedores cuando aún no se ha recibido la factura del proveedor. Para " +"equilibrar las cuentas al devolver productos que tienen una diferencia de " +"precio entre el precio **al que se valúa** el producto y el precio por el " +"que se compró, se crea una cuenta de *diferencia de precio*." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "stock input" -msgstr "Entrada de inventario" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Stock Input" +msgstr "Entrada de existencias" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "price diff" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Price Diff" msgstr "Diferencia de precio" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +msgid "Receive 8 tables at $10" +msgstr "Recibir ocho mesas a $10" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "($80)" msgstr "($80)" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "Receive vendor bill $80" msgstr "Recibir factura de proveedor por $80" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +msgid "Receive 4 tables at $16" +msgstr "Recibir cuatro mesas a $16" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 msgid "($64)" msgstr "($64)" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "Receive vendor bill $64" msgstr "Recibir factura de proveedor por $64" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +msgid "Deliver 10 tables to customer" +msgstr "Entregar 10 mesas al cliente" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "Return 1 table initially bought at $10" +msgstr "Devolver una mesa que se compró a $10" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$10**" msgstr "**$10**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$12**" msgstr "**$12**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "Receive vendor refund $10" msgstr "Recibir reembolso de proveedor $10" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$2" msgstr "$2" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 +msgid "Product reception" +msgstr "Recepción de productos" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:296 +msgid "Summary" +msgstr "Resumen" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:298 msgid "" -"This is because the vendor refund will be made using the original purchase " -"price, so to zero out the effect of the return in the stock input in last " -"operation, we need to reuse the original price. The price difference account" -" located on the product category is used to book the difference between the " -"average cost and the original purchase price." +"At product reception, Odoo ensures companies can pay for goods that were " +"purchased by preemptively moving an amount matching the price of received " +"goods into the :doc:`liability account " +"`, **Stock " +"Input**. Then, once the bill has been received, the amount in the holding " +"account is transferred to *Accounts Payable*. Transfers into this account " +"means the bill has been paid. **Stock Input** is reconciled once the vendor " +"bill is received." msgstr "" -"Esto es porque el reembolso del proveedor se hace con el precio original de " -"compra, por lo que para anular el efecto de la devolución en la última " -"operación de entrada de inventario debemos reutilizar el precio original. La" -" cuenta de diferencia de precio ubicada en la categoría de producto se " -"utiliza para registrar la diferencia entre el costo promedio y el precio " -"original de compra." +"Al recibir los productos, Odoo se asegura de que las empresas puedan pagar " +"los bienes que compraron y mueve, de forma preventiva, un importe que " +"coincide con el precio de los bienes recibidos a la :doc:`cuenta de pasivo " +", **Entrada de " +"existencias**. Una vez que reciben la factura, el importe en la cuenta de " +"retención se transfiere a *cuentas por pagar*. Las transferencias a esta " +"cuenta significan que ya se pagó la factura. **Entrada de existencias** se " +"concilia al recibir la factura del proveedor." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:305 +msgid "" +"Inventory valuation is a method of calculating how much each in-stock " +"product is worth internally. Since there is a difference between the price " +"the product is **valuated at** and the price the product was actually " +"**purchased for**, the **Inventory Valuation** account is unrelated to the " +"crediting and debiting operations of the **Stock Input** account." +msgstr "" +"La valuación de inventario es un método para calcular el costo interno de " +"cada producto que se encuentra dentro de las existencias. Como hay una " +"diferencia entre el precio al que se **valua** el producto y el verdadero " +"precio al que se **compró** el producto, la cuenta de **Valuación de " +"inventario** no está relacionada con las operaciones de abono y cargo de la " +"cuenta **Entrada de existencias**." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:310 +msgid "To conceptualize all this, follow the breakdown below." +msgstr "" +"Consulte el siguiente desglose para conceptualizar la información anterior." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:313 +msgid "Accounts balanced at received products" +msgstr "Conciliación de cuentas al recibir productos" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:315 +msgid "" +"In this example, a company starts with zero units of a product, `table`, in " +"stock. Then, 8 tables are received from the vendor:" +msgstr "" +"En este ejemplo, una empresa comienza con cero unidades de un producto, " +"`mesa`, en sus existencias. Luego, reciben 8 mesas del proveedor:" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:318 +msgid "" +"The **Stock Input** account stores `$80` of credit owed to the vendor. The " +"amount in this account is unrelated to the inventory value." +msgstr "" +"La cuenta **Entrada de existencias** almacena `$80`, que es lo que se adeuda" +" al proveedor. El importe en esta cuenta no está relacionada con el valor " +"del inventario." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:320 +msgid "" +"`$80` worth of tables came **in** (**debit** the *Inventory Value* account " +"`$80`), and" +msgstr "" +"Se **recibieron** `$80` en mesas (se hace un **cargo** a la cuenta de *Valor" +" del inventario* por `$80`), y" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:321 +msgid "" +"`$80` must be paid **out** for received goods (**credit** the *Stock Input* " +"account `$80`)." +msgstr "" +"se debe **pagar** `$80` por los productos recibidos (es decir, es un " +"**ingreso** para la cuenta de *Entrada de existencias* por `$80`)." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:324 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:367 +msgid "In Odoo" +msgstr "En Odoo" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:326 +msgid "" +"Odoo generates an accounting journal entry when shipments that use |AVCO| " +"costing method are received. Configure a :guilabel:`Price Difference " +"Account` by selecting the :guilabel:`➡️ (arrow)` icon next to the " +":guilabel:`Product Category` field on the product page." +msgstr "" +"Odoo genera una asiento contable al recibir envíos que utilizan el método de" +" costos |AVCO|. Configure una :guilabel:`Cuenta de diferencia de precio`, " +"para esto seleccione el icono :guilabel:`➡️ (flecha)` junto al campo " +":guilabel:`Categoría de producto` en la página del producto." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:330 +msgid "" +"Under :guilabel:`Account Properties`, create a new :guilabel:`Price " +"Difference Account` by typing in the name of the account and clicking " +":guilabel:`Create and Edit`. Then set the account :guilabel:`Type` as " +"`Expenses`, and click :guilabel:`Save`." +msgstr "" +"Cree una nueva :guilabel:`Cuenta de diferencia de precio` desde " +":guilabel:`Propiedades de la cuenta`. Escriba el nombre de la cuenta y haga " +"clic en :guilabel:`Crear y editar`, después configure el :guilabel:`tipo` de" +" cuenta como `Gastos` y haga clic en :guilabel:`Guardar`." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Create price difference account." +msgstr "Cuenta que se crea para la diferencia de precios." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:338 +msgid "" +"Then, receive the shipment in the *Purchase* app or *Inventory* app, and " +"navigate to the :menuselection:`Accounting app --> Accounting --> Journal " +"Entries`. In the list, find the :guilabel:`Reference` that matches the " +"warehouse reception operation for the relevant product." +msgstr "" +"Reciba el envío en la aplicación *Compras* o *Inventario* y vaya a la " +"aplicación :menuselection:`Contabilidad --> Contabilidad --> Asientos " +"contables`. En la lista, busque la :guilabel:`Referencia` que coincide con " +"la operación de recepción del almacén para el producto correspondiente." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show accounting entry of 8 tables from the list." +msgstr "El asiento contable por 8 mesas en la lista." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:346 +msgid "" +"Click on the line for 8 tables. This accounting journal entry shows that " +"when the 8 tables were received, the `Stock Valuation` account increased by " +"`$80`. Conversely, the **Stock Input** account (set as `Stock Interim " +"(Received)` account by default) is credited `$80`." +msgstr "" +"Haga clic en la línea correspondiente a las 8 mesas. Este asiento contable " +"muestra que al recibir las mesas, la cuenta `Valuación de inventario` " +"aumentó `$80`. Por otro lado, se abonaron `$80` a la cuenta **Entrada de " +"existencias** (configurada de forma predeterminada como la cuenta " +"`Provisional de existencias (recibido)`)." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Debit stock valuation and credit stock input 80 dollars." +msgstr "" +"Valuación de existencias (cargo) y entrada de existencias (abono) por 80 " +"dólares." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:355 +msgid "Accounts balanced at received vendor bill" +msgstr "Conciliación de cuentas al recibir la factura del proveedor" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:357 +msgid "" +"In this example, a company starts with zero units of a product, table, in " +"stock. Then, 8 tables are received from the vendor. When the bill is " +"received from vendor for 8 tables:" +msgstr "" +"En este ejemplo, una empresa comienza con cero unidades de un producto, " +"`mesa`, en sus existencias. Luego, reciben 8 mesas del proveedor. Al recibir" +" la factura del proveedor por estos productos:" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:360 +msgid "" +"Use `$80` in the **Stock Input** account to pay the bill. This cancels out " +"and the account now holds `$0`." +msgstr "" +"Utilice `$80` en la cuenta **Entrada de existencias** para pagar la factura." +" Esto se cancela y la cuenta ahora tiene `$0`." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:362 +msgid "Debit **Stock Input** `$80` (to reconcile this account)." +msgstr "" +"Se realiza un cargo por `$80` a **Entrada de existencias** (para conciliar " +"esta cuenta)." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:363 +msgid "" +"Credit **Accounts payable** `$80`. This account stores the amount the " +"company owes others, so accountants use the amount to write checks to " +"vendors." +msgstr "" +"Se abonan `$80` a las **cuentas por pagar**. Esta cuenta almacena el importe" +" que la empresa debe pagar a otras, por lo que el equipo de contabilidad usa" +" este importe para girar cheques a los proveedores." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:369 +msgid "" +"Once the vendor requests payment, navigate to the :menuselection:`Purchase " +"app --> Orders --> Purchase` and select the :abbr:`PO (Purchase Order)` for " +"8 tables. Inside the :abbr:`PO (Purchase Order)`, select :guilabel:`Create " +"Bill`." +msgstr "" +"Una vez que el proveedor solicita el pago, vaya a la aplicación " +":menuselection:`Compra --> Órdenes --> Compra` y seleccione la orden de " +"compra de 8 mesas. Seleccione :guilabel:`Crear factura` en la orden de " +"compra." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:373 +msgid "" +"Switch to the :guilabel:`Journal Items` tab to view how `$80` is transferred" +" from the holding account, `Stock Interim (Received)` to `Accounts Payable`." +" :guilabel:`Confirm` the bill to record the payment to the vendor." +msgstr "" +"Vaya a la pestaña :guilabel:`Apuntes contables` para visualizar cómo se " +"transfieren `$80` de la cuenta de retención, `Provisional de existencias " +"(recibido)`, a `Cuentas por pagar`. :guilabel:`Confirme` la factura para " +"registrar el pago al proveedor." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show bill linked to the purchase order for 8 tables." +msgstr "Aparece la factura vinculada a la orden de compra de 8 mesas." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:382 +msgid "On product delivery" +msgstr "Al recibir un producto" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:384 +msgid "" +"In the :ref:`above example table `, when 10" +" products are delivered to a customer, the **Stock Input** account is " +"untouched because there are no new products coming in. To put it simply:" +msgstr "" +"En la :ref:`tabla del ejemplo anterior `, " +"al entregar 10 productos a un cliente, no se toca la cuenta **Entrada de " +"existencias**, pues no hay productos nuevos que entren. En resumen:" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:388 +msgid "" +"**Inventory valuation** is credited `$120`. Subtracting from inventory " +"valuation represents `$120` worth of products exiting the company." +msgstr "" +"La **valuación de inventario** se acredita con `$120`. Deducir de la " +"valuación de inventario corresponde a productos con un valor de `$120` que " +"salen de la empresa." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:390 +msgid "Debit **Accounts Receivable** to record revenue from the sale." +msgstr "" +"Se hace un cargo a **Cuentas por cobrar** para registrar los ingresos por la" +" venta." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show journal items linked to sale order." +msgstr "Los apuntes contables vinculados a la orden de venta." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:398 +msgid "" +"In the accounting journal entry invoicing a customer for 10 tables, the " +"accounts **Product Sales**, **Tax Received**, and **Accounts Receivable** " +"all pertain to the sale of the product. **Accounts Receivable** is the " +"account where the customer payment will be received." +msgstr "" +"En el asiento contable donde se factura a un cliente por 10 mesas, las " +"cuentas **Venta de productos**, **Impuestos recibidos** y **Cuentas por " +"cobrar** corresponden a la venta del producto. **Cuentas por cobrar** es la " +"cuenta donde se recibirá el pago del cliente." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:402 +msgid "" +"Anglo-Saxon accounting recognizes the cost of goods sold (COGS) once the " +"sale is made. So, up until the product is sold, scrapped, or returned, costs" +" of keeping the product in stock are not accounted for. The **Expense** " +"account is debited `$120` to log the costs of storing 10 tables during this " +"period of time." +msgstr "" +"La contabilidad anglosajona reconoce el costo de los bienes vendidos (COGS, " +"por sus siglas en inglés) una vez que se realiza la venta. No se " +"contabilizan los costos de mantener el producto dentro de las existencias " +"hasta que vende, desecha o devuelve el producto. Se cargan `$120` a la " +"cuenta de **gastos** para registrar los costos de almacenar 10 mesas durante" +" este periodo de tiempo." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:408 +msgid "On product return" +msgstr "Al devolver un producto" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:410 +msgid "" +"In the :ref:`above example table `, when " +"returning 1 product to a vendor purchased at `$10`, a company expects `$10` " +"in the **Accounts Payable** account from the vendor. However, **Stock " +"Input** account must be debited `$12` because the average cost is `$12` at " +"the time of the return. The missing `$2` is accounted for in the " +":guilabel:`Price Difference Account`, which is set up in the product's " +":guilabel:`Product Category`." +msgstr "" +"En la :ref:`tabla del ejemplo anterior `, " +"al devolver un producto que se compró a `$10` a un proveedor, la empresa " +"espera recibir `$10` en la cuenta **Cuentas por pagar** del proveedor. Sin " +"embargo, se deben debitar `$12` a la cuenta **Entrada de existencias**, pues" +" el costo promedio es de `$12` al momento de la devolución. Los `$2` que " +"restan se contabilizan en la :guilabel:`Cuenta de diferencia de precio`, que" +" se configura en la :guilabel:`Categoría de producto` correspondiente." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:417 +msgid "" +"Behavior of *price difference accounts* varies from localization. In this " +"case, the account is intended to store differences between vendor price and " +"*automated* inventory valuation methods." +msgstr "" +"El comportamiento de las *cuentas de diferencia de precio* varía según la " +"localización. En este caso, la cuenta está destinada a almacenar las " +"diferencias entre el precio del proveedor y los métodos *automatizados* de " +"valuación de inventario." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:420 +msgid "Summary:" +msgstr "En resumen:" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:422 +msgid "" +"Debit **Stock Input** account `$10` to move the table from stock to stock " +"input. This move is to indicate that the table is to be processed for an " +"outgoing shipment." +msgstr "" +"Cargar `$10` a la cuenta **Entrada de existencias** para mover la mesa de " +"las existencias a la entrada de las existencias. Este movimiento indica que " +"procesará la mesa para un envío saliente." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:424 +msgid "" +"Debit **Stock Input** an additional `$2` to account for the **Price " +"Difference**." +msgstr "" +"Cargar `$2` adicionales a **Entrada de existencias** para compensar la " +"**diferencia de precio**." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:425 +msgid "" +"Credit **Stock Valuation** `$12` because the item is leaving the stock." +msgstr "" +"Abonar `$12` a **Entrada de existencias** debido a que el artículo sale de " +"las existencias." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "2 dollar difference expensed in Price Difference account." +msgstr "" +"Los 2 dólares de diferencia se registran como gasto en la cuenta de " +"diferencia de precio." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:431 +msgid "Once the vendor's refund is received," +msgstr "Al recibir el reembolso del proveedor:" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:433 +msgid "" +"Credit **Stock Input** account `$10` to reconcile the price of the table." +msgstr "" +"Abonar `$10` a la cuenta **Entrada de existencias** para conciliar el precio" +" de la mesa." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:434 +msgid "" +"Debit **Accounts Payable** `$10` to have the accountants collect and " +"register the payment in their journal." +msgstr "" +"Hacer un cargo por `$10` a **cuentas por pagar** para que los contadores " +"reciban y registren el pago en su diario." + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Return to get 10 dollars back." +msgstr "Devolución del artículo para recibir los 10 dólares correspondientes." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:3 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:79 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/chile.rst:145 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:215 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1008 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 msgid "Chart of accounts" @@ -6773,83 +7526,62 @@ msgstr "Plan de cuentas" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:5 msgid "" "The **chart of accounts (COA)** is the list of all the accounts used to " -"record financial transactions in the general ledger of an organization." +"record financial transactions in the general ledger of an organization. The " +"chart of accounts can be found under " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`." msgstr "" -"El **plan de cuentas** es la lista de todas las cuentas que se utilizan para" -" registrar transacciones financieras en el libro mayor de una organización." +"El **plan de cuentas (COA)** es la lista de todas las cuentas que se usan " +"para registrar transacciones financieras en el libro mayor de una empresa. " +"Puede encontrar los planes de cuentas en " +":menuselection:`Contabilidad-->Configuración-->Plan de cuentas`. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:8 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:9 msgid "" -"The accounts are usually listed in the order of appearance in the financial " -"reports. Most of the time, they are listed as follows :" +"When browsing your chart of accounts, you can sort the accounts by " +":guilabel:`Code`, :guilabel:`Account Name`, or :guilabel:`Type`, but other " +"options are available in the drop-down menu :guilabel:`(⋮)`." msgstr "" -"Normalmente, las cuentas se listan en el orden en que aparecen en los " -"reportes financieros. La mayoría de las veces se listan así:" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:11 -msgid "Balance Sheet accounts:" -msgstr "Cuentas del balance general:" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:13 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 -msgid "Assets" -msgstr "Activos" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:14 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 -msgid "Liabilities" -msgstr "Pasivos" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:15 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:87 -msgid "Equity" -msgstr "Capital" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 -msgid "Profit & Loss:" -msgstr "Estado de resultados:" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 -msgid "Income" -msgstr "Ingreso" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:20 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:95 -msgid "Expense" -msgstr "Gasto" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:22 -msgid "" -"When browsing your chart of accounts, you can filter the accounts by number," -" in the left column, and also group them by :guilabel:`Account Type`." -msgstr "" -"En su plan de cuentas puede filtrar las cuentas por su número en la columna " -"de la izquierda, y también agruparlas por :guilabel:`tipo de cuenta`." +"Al buscar su plan de cuentas, puede organizarlas por :guilabel:`Código`, " +":guilabel:`Nombre de la cuenta` o :guilabel:`Tipo`, pero hay más opciones " +"disponibles en el menú desplegable :guilabel:`(⋮)`. " #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Group the accounts by type in Odoo Accounting" msgstr "Agrupar las cuentas por tipo en la aplicación de Contabilidad de Odoo" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:30 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 msgid "Configuration of an account" msgstr "Configuración de una cuenta" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:32 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 msgid "" -"The country you select at the creation of your database (or additional " -"company on your database) determines which **fiscal localization package** " -"is installed by default. This package includes a standard chart of accounts " -"already configured according to the country's regulations. You can use it " -"directly or set it according to your company's needs." +"The country you select during the creation of your database (or additional " +"company in your database) determines which :doc:`fiscal localization package" +" <../../fiscal_localizations>` is installed by default. This package " +"includes a standard chart of accounts already configured according to the " +"country's regulations. You can use it directly or set it according to your " +"company's needs." msgstr "" -"El país que seleccione en la creación de su base de datos (o la empresa " -"adicional en su base de datos) determina qué **paquete de localización " -"fiscal** se instala de forma predeterminada. Este paquete incluye un plan de" -" cuentas estándar ya configurado de acuerdo con la normativa del país. Puede" -" utilizarlo directamente o configurarlo según las necesidades de su empresa." +"El país que seleccione al crear sus base de datos (o una empresa adicional " +"en su base de datos) determina qué :doc:`paquete de localización fiscal " +"<../../fiscal_localizations>` se instala de manera predeterminada. Este " +"paquete incluye un plan de cuentas estándar ya configurado de acuerdo con " +"las normas del país. Puede usarlo directamente o configurarlo según las " +"necesidades de su empresa. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:38 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:24 +msgid "" +"To create a new account, go to " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`, click " +":guilabel:`Create`, and fill in (at the minimum) the required fields " +"(:guilabel:`Code, Account Name, Type`)." +msgstr "" +"Para crear una nueva cuenta, vaya a " +":menuselection:`Contabilidad-->Configuración-->Plan de cuentas`, haga clic " +"en :guilabel:`Crear` y complete (al mínimo) los campos requeridos " +"(:guilabel:`Código, Nombre de la cuenta, Tipo`). " + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:29 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." @@ -6857,28 +7589,19 @@ msgstr "" "No es posible modificar la **localización fiscal** de una empresa una vez " "que se haya registrado un asiento contable." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 -msgid "" -"To create a new account, go to :menuselection:`Accounting --> Configuration " -"--> Chart of Accounts`, click on :guilabel:`Create`, and fill out the form." -msgstr "" -"Para crear una nueva cuenta, vaya a :menuselection:`Contabilidad --> " -"Configuración --> Plan de cuentas`, haga clic en :guilabel:`crear` y " -"conplete el formulario." - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "Code and name" msgstr "Código y nombre" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 msgid "" -"Each account is identified by its **code** and **name**, which also " -"indicates the account's purpose." +"Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " +"which also indicate the account's purpose." msgstr "" -"Cada cuenta se identifica con su **código** y **nombre**, los cuales también" -" indican el objetivo de la cuenta." +"Puede identificar cada cuenta con su :guilabel:`Código` y " +":guilabel:`Nombre`, el cual indica también el propósito de la cuenta. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" @@ -6886,62 +7609,67 @@ msgstr "" "Es muy importante configurar de forma correcta el **tipo de cuenta**. " "Hacerlo tiene varios objetivos:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 msgid "Information on the account's purpose and behavior" msgstr "Información del propósito y comportamiento de la cuenta" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:57 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:46 msgid "Generate country-specific legal and financial reports" msgstr "Generar reportes legales y financieros específicos del país" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "Set the rules to close a fiscal year" msgstr "Establecer las reglas para cerrar el año fiscal" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:59 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 msgid "Generate opening entries" msgstr "Generar asientos de apertura" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:61 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " -"selector and select the right type among the following list:" +"selector and select the corresponding type from the following list:" msgstr "" -"Para configurar un tipo de cuenta, abra el selector desplegable del campo " -":guilabel:`tipo` y elija el más adecuado de la siguiente lista:" +"Para configurar un tipo de cuenta, abra el menú desplegable del campo " +":guilabel:`Tipo` y seleccione el tipo correspondiente de la siguiente lista:" +" " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Report" msgstr "Reporte" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Category" msgstr "Categoría" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Account Types" msgstr "Tipos de cuentas" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 #: ../../content/applications/finance/fiscal_localizations/spain.rst:27 msgid "Balance Sheet" msgstr "Hoja de balance" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +msgid "Assets" +msgstr "Activos" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Cuentas por cobrar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:69 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Banco y efectivo" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:71 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -6949,165 +7677,191 @@ msgstr "Banco y efectivo" msgid "Current Assets" msgstr "Activos circulantes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:73 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Activos no circulantes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:75 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 msgid "Prepayments" msgstr "Prepagos" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:77 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 msgid "Fixed Assets" msgstr "Activos fijos" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +msgid "Liabilities" +msgstr "Pasivos" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Cuentas por pagar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:81 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Credit Card" msgstr "Tarjeta de crédito" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:83 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Pasivos circulantes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:85 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Pasivos no circulantes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:89 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +msgid "Equity" +msgstr "Capital" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Ganancias del año actual" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Ganancias y pérdidas" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:93 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +msgid "Income" +msgstr "Ingreso" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 msgid "Other Income" msgstr "Otros ingresos" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:97 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +msgid "Expense" +msgstr "Gasto" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Depreciation" msgstr "Depreciación" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:99 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Cost of Revenue" msgstr "Costo de los ingresos" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Other" msgstr "Otro" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Off-Balance Sheet" msgstr "Hoja fuera de balance" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Assets, deferred expenses, and deferred revenues automation" msgstr "Automatización de activos y gastos e ingresos diferidos" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "" -"Some **account types** display a new field **to automate** the creation of " -":ref:`assets ` entries, :ref:`deferred expenses " -"` entries, and :ref:`deferred revenues " -"` entries." +"Some **account types** can **automate** the creation of :ref:`assets " +"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`Setup` on an" +" account line and go to the :guilabel:`Automation` tab." msgstr "" -"Algunos **tipos de cuentas** cuentan con un nuevo campo **para automatizar**" -" la creación de asientos de :ref:`activos `, así como " -"asientos de :ref:`gastos diferidos ` y " -"asientos de :ref:`ingresos diferidos `." +"Algunos **tipos de cuentas** pueden **automatizar** la creación de asientos " +"de :ref:`activos `, de :ref:`gastos diferidos` y de :ref:`ingresos diferidos`. Para **automatizar** asientos. haga clic en " +":guilabel:`Configurar` en una línea contable y vaya a la pestaña " +":guilabel:`Automatización`." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 -msgid "You have three choices for the :guilabel:`Automation` field:" -msgstr "Hay tres opciones para el campo :guilabel:`automatización`:" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +msgid "You have three choices for the :guilabel:`Automation` tab:" +msgstr "" +"Hay tres opciones disponibles en la pestaña :guilabel:`Automatización`: " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`No`: es el valor predeterminado. No pasa nada." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " -"account, a draft entry is created, but not validated. You must first fill " -"out the corresponding form." +"account, a draft entry is created but not validated. You must first fill out" +" the corresponding form." msgstr "" -":guilabel:`Crear en borrador`: cuando se registra una transacción en la " -"cuenta, se crea un borrador de asiento, pero no se valida. Primero debe " -"completar el formulario correspondiente." +":guilabel:`Crear en borrador`: cuando se publica una transacción en la " +"cuenta, se crea un borrador de un asiento, pero no se valida. Debe llenar el" +" formulario correspondiente." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid "" -":guilabel:`Create and validate`: you must also select a **model**. Whenever " -"a transaction is posted on the account, an entry is created and immediately " -"validated." +":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " +"Expense Model`. Whenever a transaction is posted on the account, an entry is" +" created and immediately validated." msgstr "" -":guilabel:`Crear y validar`: también debe seleccionar un **modelo**. Cuando " -"se registra una transacción en la cuenta, se crea un asiento y se valida de " -"inmediato." +":guilabel:`Crear y validar`: también debe seleccionar un :guilabel:`modelo " +"de gastos diferidos`. Cuando una transacción se publica en la cuenta, se " +"crea un asiento y se valida de inmediato. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:110 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "Impuestos predeterminados" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:122 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 msgid "" -"Select a **default tax** that will be applied when this account is chosen " -"for a product sale or purchase." +"In the :guilabel:`Setup` menu of an account, select a **default tax** to be " +"applied when this account is chosen for a product sale or purchase." msgstr "" -"Seleccione un **impuesto predeterminado** que se aplicará cuando esta cuenta" -" se use para la venta o compra de un producto." +"En el menú de :guilabel:`configuración` de una cuenta, debe seleccionar un " +"**impuesto predeterminado** para que se aplique cuando elija esta cuenta " +"para la venta de un producto o una compra. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 msgid "Tags" msgstr "Etiquetas" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." -" By default, you can choose among the tags that are used by the *Cash Flow " -"Statement*." +" To add a tag, under :guilabel:`Setup`, click the :guilabel:`Tags` field and" +" select an existing tag or :guilabel:`Create` a new one." msgstr "" -"Algunos reportes contables requieren que se establezcan **etiquetas** en las" -" cuentas relevantes. De forma predeterminada, puede escoger entre las " -"etiquetas que utiliza el *Estado de cuenta de flujos de efectivo*." +"Algunos reportes contables requieren **etiquetas** que deben configurarse en" +" las cuentas correspondientes. Para agregar una etiqueta, en " +":guilabel:`Configurar`, haga clic en el campo :guilabel:`Etiquetas` y " +"seleccione una etiqueta correspondiente o puede :guilabel:`Crear` una nueva." +" " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:123 msgid "Account groups" msgstr "Grupos de cuentas" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " "Balance**. By default, groups are handled automatically based on the code of" " the group. For example, a new account `131200` is going to be part of the " -"group `131000`." +"group `131000`. You can attribute a specific group to an account in the " +":guilabel:`Group` field under :guilabel:`Setup`." msgstr "" -"Los **grupos de cuentas** sirven para listar múltiples cuentas como " +"Los **grupos de cuentas** sirven para marcar varias cuentas como " "*subcuentas* de una cuenta más grande y, por lo tanto, consolidar reportes " -"como la **balanza de comprobación**. De forma predeterminada, los grupos se " -"gestionan según el código del grupo. Por ejemplo, una nueva cuenta con el " -"código `131200` será parte del grupo `131000`." +"como la **Balanza de comprobación\". De manera predeterminada, los grupos se" +" gestionan automáticamente según el código del grupo. Por ejemplo, una nueva" +" cuenta `131200` será parte del grupo `131000`. Puede ubicar una cuenta en " +"un grupo específico en el campo :guilabel:`Grupo` en " +":guilabel:`Configurar`. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 msgid "Create account groups manually" msgstr "Crear grupos de cuentas de forma manual" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:143 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -7116,37 +7870,37 @@ msgstr "" " manual. La siguiente sección solo está pensada para casos de uso poco " "frecuentes y avanzados." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" -"To create a new account group, :ref:`developer mode ` and " -"head to :menuselection:`Accounting app --> Configuration --> Account " +"To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting app-->Configuration-->Account " "Groups`. Here, create a new group and enter the :guilabel:`name, code " "prefix, and company` to which that group account should be available. Note " "that you must enter the same code prefix in both :guilabel:`From` and " ":guilabel:`to` fields." msgstr "" -"Para crear un nuevo grupo de cuentas debe activar el :ref:`modo de " -"desarrollador ` y acceder a la aplicación " -":menuselection:`Contabilidad --> Configuración --> Grupos de cuentas`. Cree " -"un nuevo grupo, agregue su :guilabel:`nombre, prefijo de código y la " -"empresa` para la cual el grupo estará disponible. Tome en cuenta que debe " -"introducir el mismo prefijo de código en los campos :guilabel:`De` y " -":guilabel:`A`." +"Para crear un nuevo grupo de cuentas, active el :ref:`modo desarrollador " +"` y vaya a " +":menuselection:`Contabilidad-->Configuración-->Grupos de cuentas`. Desde " +"aquí, cree un nuevo grupo y escriba el :guilabel:`nombre, código, prefijo y " +"empresa` para los cuales estará disponible ese grupo. Tenga en cuenta que " +"debe escribir el mismo prefijo de código en los campos " +":guilabel:`Formulario` y :guilabel:`a`." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Account groups creation." msgstr "Creación de grupos de cuentas." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 msgid "" "To display your **Trial Balance** report with your account groups, go to " -":menuselection:`Accounting app-->Reporting-->Trial Balance`, then open the " +":menuselection:`Accounting-->Reporting-->Trial Balance`, then open the " ":guilabel:`Options` menu and select :guilabel:`Hierarchy and Subtotals`." msgstr "" -"Para visualizar sus grupos de cuentas en el reporte de **balanza de " -"comprobación* vaya a la aplicación :menuselection:`Contabilidad --> Reportes" -" --> Balanza de comprobación`. Luego abra el menú :guilabel:`opciones` y " -"seleccione :guilabel:`jerarquía y subtotales`." +"Para mostrar su reporte de **balanza de comprobación** con sus grupos de " +"cuentas, vaya a :menuselection:`Contabilidad-->Reportes-->Balanza de " +"comprobación`, luego abra el menú de :guilabel:`opciones` y seleccione " +":guilabel:`Jerarquía y subtotales`. " #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Account Groups in the Trial Balance in Odoo Accounting" @@ -7154,11 +7908,11 @@ msgstr "" "Grupos de cuentas en el balance de comprobación en la aplicación de " "Contabilidad de Odoo" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:154 msgid "Allow reconciliation" msgstr "Permitir conciliaciones" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:167 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." @@ -7166,7 +7920,7 @@ msgstr "" "Algunas cuentas, como las que registran transacciones de un método de pago, " "se pueden usar para conciliar los asientos contables. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7178,58 +7932,59 @@ msgstr "" " Por lo tanto, la cuenta que se utiliza para registrar pagos con tarjeta de " "crédito se debe configurar para **permitir conciliaciones**." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:163 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " -"settings, and save." +"settings, and :guilabel:`Save`; or enable the button from the chart of " +"accounts view." msgstr "" -"Para hacerlo, seleccione la casilla :guilabel:`permitir conciliación` en los" -" ajustes de la cuenta y guarde los cambios." +"Para hacerlo, seleccione la casilla de :guilabel:`Permitir conciliaciones` " +"en los ajustes de la cuenta, y haga clic en :guilabel:`Guardar`; o active el" +" botón desde la vista del plan de cuentas. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 +msgid "Allow reconciliation for accounts in Odoo Accounting" +msgstr "Permitir la conciliación de cuentas en Contabilidad de Odoo" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 msgid "Deprecated" msgstr "Obsoleta" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 msgid "" "It is not possible to delete an account once a transaction has been recorded" -" on it. You can make them unusable by using the **Deprecated** feature." +" on it. You can make them unusable by using the **Deprecated** feature: " +"check the :guilabel:`Deprecated` box in the account's settings, and " +":guilabel:`Save`." msgstr "" -"No es posible eliminar una cuenta una vez que se haya registrado una " -"transacción en ella. Puede hacerla inutilizable al usar la función " -"**Obsoleta**." +"No es posible eliminar una cuenta una vez que se registró una transacción en" +" ella. Puede desactivarlas usando la función de **Obsoleta**: seleccione la " +"casilla :guilabel:`Obsoleta` en los ajustes de la cuenta y haga clic en " +":guilabel:`Guardar`. " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 -msgid "" -"To do so, check the :guilabel:`Deprecated` box in the account's settings, " -"and save." -msgstr "" -"Para hacerlo, seleccione la casilla :guilabel:`obsoleta` en los ajustes de " -"la cuenta y guarde los cambios." - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:187 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:188 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:189 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" msgstr ":doc:`../../fiscal_localizations`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:190 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -7237,7 +7992,7 @@ msgstr "" "`Tutoriales de Odoo: plan de cuentas " "`_" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:191 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -9916,7 +10671,6 @@ msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" msgstr ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" #: ../../content/applications/finance/accounting/payments/multiple.rst:10 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:403 msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" msgstr ":doc:`/applications/finance/accounting/bank/reconciliation`" @@ -12860,13 +13614,14 @@ msgstr "Clave API de Odoo" msgid "" "You can create Odoo external API keys either :ref:`for a single database " "` (hosting: Odoo Online, On-premise, and Odoo.sh) or" -" :ref:`for multiple databases managed by a user ` " -"(hosting: Odoo Online)." +" :ref:`for all databases managed by a single user ` (hosting: Odoo Online)." msgstr "" -"Puede crear claves API externas de Odoo :ref:`para una sola base de datos " -"` (para los alojamientos de Odoo en línea, local y " -"Odoo.sh) o :ref:`para múltiples bases de datos gestinonadas por un usuario " -"` (para el alojamiento de Odoo en línea)." +"Puede crear claves API externas de Odoo ya sea :ref:`para una sola base de " +"datos ` (para los alojamientos de Odoo en línea, " +"local y Odoo.sh) o :ref:`para todas las bases de datos gestionadas por un " +"solo usuario ` (para el alojamiento en Odoo en " +"línea)." #: ../../content/applications/finance/accounting/reporting/silverfin.rst:30 msgid "" @@ -12878,11 +13633,11 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:31 msgid "" -"You can copy the API key only at its creation, and you cannot retrieve it " -"later." +"You can copy the API key only at its creation. It is not possible to " +"retrieve it later." msgstr "" -"Puede copiar la clave API solo en el momento de la creación, no puede " -"recuperarla más tarde." +"Puede copiar la clave API solo en el momento de la creación y no es posible " +"recuperarla después." #: ../../content/applications/finance/accounting/reporting/silverfin.rst:32 msgid "If you need it again, create a new API key (and delete the old one)." @@ -12894,21 +13649,24 @@ msgid ":doc:`/developer/reference/external_api`" msgstr ":doc:`/developer/reference/external_api`" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:40 -msgid "One key per database" -msgstr "Una clave por base de datos" +msgid "Per database" +msgstr "Para una sola base de datos" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:42 msgid "" -"To create a new API key valid for a single database, click on the user menu," -" then on :guilabel:`My Profile`. Under the :guilabel:`Account Security` tab," -" click on :guilabel:`New API key`, confirm your password, give a descriptive" -" name to your new key, and copy the new API key." +"To add an API key to a **single** database, connect to the database, enable " +"the :ref:`developer mode `, click on the user menu, and then" +" :guilabel:`My Profile` / :guilabel:`Preferences`. Under the " +":guilabel:`Account Security` tab, click on :guilabel:`New API Key`, confirm " +"your password, give a descriptive name to your new key, and copy the API " +"key." msgstr "" -"Para crear una nueva clave API para una única base de datos, haga clic en el" -" menú de usuario y luego en :guilabel:`mi perfil`. En la pestaña " -":guilabel:`seguridad de la cuenta`, haga clic en :guilabel:`nueva clave " -"API`, confirme su contraseña, agregue un nombre descriptivo a su nueva clave" -" y cópiela." +"Para agregar una clave API a **una sola** base de datos, acceda a la base de" +" datos, habilite el :ref:`modo de desarrollador `, haga clic" +" en el menú de usuario y luego en :guilabel:`Mi perfil` / " +":guilabel:`Preferencias`. En la pestaña :guilabel:`Seguridad de la cuenta`, " +"haga clic en :guilabel:`Nueva clave API`, confirme su contraseña, " +"proporciónele un nombre descriptivo a su nueva clave y cópiela." #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 msgid "creation of an Odoo external API key for a database" @@ -12919,27 +13677,35 @@ msgid ":ref:`api/external_api/keys`" msgstr ":ref:`api/external_api/keys`" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:56 -msgid "One key for multiple databases (fiduciaries)" -msgstr "Una clave para varias bases de datos (fiduciarias)" +msgid "For all databases (fiduciaries)" +msgstr "Para todas las bases de datos (fiduciarias)" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:58 msgid "" -"To create a new API key valid for all the databases of a single user **(the " -"easiest for fiduciaries)**, navigate to `Odoo's website " +"To add an API key to **all** databases managed by a single user at the same " +"time **(the easiest method for fiduciaries)**, navigate to `Odoo's website " "`_ and sign in with your administrator account. Next," " open `your account security settings in developer mode " "`_, click on :guilabel:`New API " "Key`, confirm your password, give a descriptive name to your new key, and " "copy the new API key." msgstr "" -"Para crear una nueva clave API que sea válida para todas las bases de datos " -"de un solo usuario **(este es el método más sencillo para fiduciarias)**, " -"vaya al `sitio web de Odoo `_ e inicie sesión con su " -"cuenta de administrador. A continuación, abra `los ajustes de seguridad de " -"su cuenta con el modo de desarrollador " -"`_, haga clic en :guilabel:`nueva " -"clave API`, confirme su contraseña, agregue un nombre descriptivo a su nueva" -" clave y cópiela." +"Para agregar una clave API a **todas** las bases de datos que un solo " +"usuario gestiona al mismo tiempo **(el método más fácil para fiduciarias)**," +" vaya al `sitio web de Odoo `_ e inicie sesión con su " +"cuenta de administrador. Después, abra `los ajustes de seguridad de su " +"cuenta en modo de desarrollador " +"`_, haga clic en :guilabel:`Nueva " +"clave API`, confirme su contraseña, proporciónele un nombre descriptivo a su" +" nueva clave y cópiela." + +#: ../../content/applications/finance/accounting/reporting/silverfin.rst:65 +msgid "" +"Open the `database manager `_ to view all" +" databases that will be linked to the single API key." +msgstr "" +"Abra el `gestor de bases de datos `_ para" +" ver todas las bases de datos que estarán vinculadas a una sola clave API." #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 msgid "creation of an Odoo external API key for an Odoo user" @@ -13180,7 +13946,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:109 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:114 #: ../../content/applications/finance/accounting/taxes/retention.rst:70 msgid ":doc:`../taxes`" msgstr ":doc:`../taxes`" @@ -14263,7 +15029,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 #: ../../content/applications/finance/fiscal_localizations/chile.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:25 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 #: ../../content/applications/finance/fiscal_localizations/peru.rst:6 msgid "Introduction" msgstr "Introducción" @@ -15015,114 +15781,94 @@ msgstr "Posiciones fiscales (mapeo de impuestos y cuentas)" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:5 msgid "" "Default taxes and accounts are set on products and customers to create new " -"transactions on the fly. However, you might have to use different taxes and " -"record the transactions on different accounts, according to your customers' " -"and providers' localizations and business types." +"transactions on the fly. However, depending on the customers' and providers'" +" localization and business type, using different taxes and accounts for a " +"transaction might be necessary." msgstr "" -"Los impuestos y las cuentas predeterminadas se establecen en los productos y" -" los clientes para crear nuevas transacciones al instante. Sin embargo, es " -"posible que tenga que utilizar diferentes impuestos y registrar las " -"transacciones en diferentes cuentas, de acuerdo con las ubicaciones y tipos " -"de negocio que tengan sus clientes y proveedores." +"Se establecen los impuestos y cuentas predeterminadas en los productos y " +"clientes para crear nuevas transacciones al instante. Sin embargo, según la " +"ubicación y el tipo de negocio de los clientes y proveedores, podría ser " +"necesario utilizar diferentes impuestos y cuentas para una transacción." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:9 msgid "" -"**Fiscal Positions** allow you to create *sets of rules* to automatically " -"adapt the taxes and the accounts used for a transaction." +"**Fiscal positions** allow the creation of rules to adapt the taxes and " +"accounts used for a transaction automatically." msgstr "" -"Las **Posiciones fiscales** permiten crear *conjuntos de reglas* que adaptan" -" automáticamente los impuestos y las cuentas utilizadas para una " -"transacción." +"Las **posiciones fiscales** permiten crear reglas que permitan adaptar " +"automáticamente los impuestos y las cuentas utilizadas para una transacción." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:12 msgid "" -"Example: Belgian to Intra-Community tax mapping with Fiscal Positions in " -"Odoo Accounting" +"They can be applied :ref:`automatically `, " +":ref:`manually `, or :ref:`assigned to a partner " +"`." msgstr "" -"Ejemplo: mapeo de impuestos belgas a intracomunitarios con posiciones " -"fiscales en la aplicación Contabilidad de Odoo." +"Pueden aplicarse de forma :ref:`automática `, " +":ref:`manual `, o se pueden :ref:`asignar a un " +"contacto `." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:16 -msgid "They can be applied in various ways:" -msgstr "Pueden aplicarse de varias maneras:" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:18 msgid "" -":ref:`automatically applied, based on some rules " -"`" +"Several default fiscal positions are available as part of your :ref:`fiscal " +"localization package `." msgstr "" -":ref:`aplicado automáticamente, a partir de algunas reglas " -"`." +"Existen varias posiciones fiscales predeterminadas que forman parte de su " +"paquete de localización :ref:`fiscal `." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:19 -msgid ":ref:`manually applied on a transaction `" -msgstr "" -":ref:`aplicado manualmente en una transacción `." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -msgid "" -":ref:`assigned to a partner, on its contact form " -"`" -msgstr "" -":ref:`asignado a un partner, en su formulario de contacto " -"`." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:23 -msgid "" -"A few Fiscal Positions are already preconfigured on your database, as part " -"of your :ref:`fiscal localization package `." -msgstr "" -"Algunas posiciones fiscales ya están preconfiguradas en su base de datos, " -"como parte de su `paquete de localización fiscal " -"`." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:30 -msgid "Tax and Account Mapping" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:25 +msgid "Tax and account mapping" msgstr "Mapeo de impuestos y cuentas" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:32 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 msgid "" -"To edit or create a Fiscal Position, go to :menuselection:`Accounting --> " -"Configuration --> Fiscal Positions`, and open the entry you want to modify " -"or click on *Create*." +"To edit or create a fiscal position, go to :menuselection:`Accounting --> " +"Configuration --> Fiscal Positions`, and open the entry to modify or click " +"on :guilabel:`New`." msgstr "" -"Para editar o crear una Posición Fiscal, vaya a :menuselection:`Contabilidad" -" --> Configuración --> Posiciones Fiscales`, y abra el asiento que desea " -"modificar o haga clic en *Crear*." +"Si desea editar o crear una posición fiscal, vaya a " +":menuselection:`Contabilidad --> Configuración --> Posiciones fiscales`, y " +"abra el dato a modificar o haga clic en :guilabel:`Nuevo`." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:35 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:30 msgid "" "The mapping of taxes and accounts is based on the default taxes and accounts" -" defined in the products' forms." +" defined in the product form." msgstr "" -"El mapeo de impuestos y cuentas se basa en los impuestos y cuentas " -"predeterminados definidos en los formularios de los productos." +"El mapeo de impuestos y cuentas depende de los impuestos y cuentas " +"predeterminadas definidas en el formulario del producto." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:38 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:33 msgid "" -"To map to another tax or account, fill out the right column (**Tax to " -"Apply**/**Account to Use Instead**)." +"To map to another tax or account, fill out the right column (:guilabel:`Tax " +"to Apply`/ :guilabel:`Account to Use Instead`)." msgstr "" -"Para mapear otro impuesto o cuenta, complete la columna de la derecha " -"(**Impuesto a aplicar**/**Cuenta alterna**)." +"Para asignar a otro impuesto o cuenta, complete la columna de la derecha " +"(:guilabel:`impuesto a aplicar`/ :guilabel:`cuenta alternativa`)." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:40 -msgid "" -"To remove a tax, rather than replacing it with another, leave the field " -"**Tax to Apply** empty." -msgstr "" -"Para eliminar un impuesto, en lugar de sustituirlo por otro, deje vacío el " -"campo **Impuesto a aplicar**." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's tax mapping" +msgstr "Ejemplo de mapeo de impuestos de una posición fiscal" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:41 -msgid "" -"To replace a tax with multiple other taxes, add multiple lines with the same" -" **Tax on Product**." -msgstr "" -"Para sustituir un impuesto por otro, añada varias líneas con el mismo " -"**Impuesto sobre el producto**." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's account mapping" +msgstr "Ejemplo de mapeo de cuenta de una posición fiscal" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:44 +msgid "To remove a tax, leave the field :guilabel:`Tax to Apply` empty." +msgstr "" +"Para eliminar un impuesto, deje vacío el campo :guilabel:`Impuesto a " +"aplicar`." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:45 +msgid "" +"To replace a tax with several other taxes, add multiple lines using the same" +" :guilabel:`Tax on Product`." +msgstr "" +"Para sustituir un impuesto por otros, añada varias líneas con el mismo " +":guilabel:`impuesto sobre el producto`." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:49 msgid "" "The mapping only works with *active* taxes. Therefore, make sure they are " "active by going to :menuselection:`Accounting --> Configuration --> Taxes`." @@ -15131,135 +15877,123 @@ msgstr "" "que estén activos yendo a :menuselection:`Contabilidad --> Configuración -->" " Impuestos`." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:50 -msgid "Automatic application" -msgstr "Aplicación automática" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:52 -msgid "" -"You can configure your Fiscal Positions to be applied automatically, " -"following a set of conditions." -msgstr "" -"Puede configurar sus posiciones fiscales para que se apliquen " -"automáticamente, bajo una serie de condiciones." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:54 -msgid "" -"To do so, open the Fiscal Position you want to modify and click on **Detect " -"Automatically**. You can configure a few conditions:" -msgstr "" -"Para ello, abra la Posición fiscal que desea modificar y haga clic en " -"**Detectar automáticamente**. Puede configurar algunas condiciones:" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:57 -msgid "" -"**VAT Required**: The VAT number *must* be indicated in the customer's " -"contact form." -msgstr "" -"**Se requiere NIF**: El NIF *debe* ser indicado en el formulario de contacto" -" de cliente." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 -msgid "" -"**Country Group** / **Country**: The Fiscal Position is applied to these " -"countries." -msgstr "" -"**Grupo de países** / **País**: La posición fiscal se aplica a ésos países." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 -msgid "Example of settings to apply a Fiscal Position automatically" -msgstr "" -"Ejemplo de los ajustes que se aplican de forma automática a una posición " -"fiscal." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:65 -msgid "" -"Taxes on **eCommerce orders** are automatically updated once the visitor has" -" logged in or filled out their billing details." -msgstr "" -"Los impuestos de las **órdenes de comercio electrónico** se actualizan " -"automáticamente una vez que el visitante se conecte o complete sus datos de " -"facturación." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:69 -msgid "" -"The Fiscal Positions' **sequence** - the order in which they are arranged - " -"defines which Fiscal Position to apply if the conditions are met in multiple" -" Fiscal Positions." -msgstr "" -"La **secuencia** de las Posiciones fiscales (el orden en que están " -"ordenadas) define qué posición fiscal se aplicará si las condiciones " -"coinciden con varias posiciones fiscales." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:72 -msgid "" -"For example, if the first Fiscal Position targets *country A*, and the " -"second Fiscal Position targets a *Country Group* that also comprises " -"*country A*, only the first Fiscal Position will be applied to customers " -"from *country A*." -msgstr "" -"Por ejemplo, si la primera posición fiscal está dirigida al *país A*, y la " -"segunda posición fiscal está dirigida a un *grupo de países* que también " -"incluye al *país A*, solo se aplicará la primera posición fiscal a los " -"clientes del *país A*." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:53 msgid "Application" msgstr "Aplicación" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:84 -msgid "Assign a Fiscal Position to a partner" -msgstr "Asignar una posición fiscal a un partner" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 +msgid "Automatic application" +msgstr "Aplicación automática" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:86 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:60 msgid "" -"You can manually define which Fiscal Position must be used by default for a " -"specific partner." +"To automatically apply a fiscal position following a set of conditions, go " +"to :menuselection:`Accounting --> Configuration --> Fiscal Positions`, open " +"the fiscal position to modify, and tick :guilabel:`Detect Automatically`." msgstr "" -"Se puede definir manualmente la posición fiscal a utilizar de manera " -"predeterminada para un partner específico." +"Si desea utilizar automáticamente una posición fiscal de acuerdo con una " +"serie de condiciones, vaya a :menuselection:`Contabilidad --> Configuración " +"--> Posiciones fiscales`, abra la posición fiscal que desea modificar y " +"seleccione :guilabel:`detectar de forma automática`." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:88 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:64 +msgid "From there, several conditions can be activated:" +msgstr "Desde ahí, se pueden activar varias condiciones:" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:66 msgid "" -"To do so, open the partner's contact form, go to the **Sales & Purchase** " -"tab, edit the **Fiscal Position** field, and click on *Save*." +":guilabel:`VAT Required`: the customer's VAT number must be present on their" +" contact form." msgstr "" -"Para hacerlo, abra el formulario de contacto del partner, vaya a la pestaña " -"**Ventas y Compras**, edite el campo **Posición fiscal** y haga clic en " -"*Guardar*." +":guilabel:`RFC obligatorio`: se debe indicar el RFC del cliente en el " +"formulario de contacto." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:67 +msgid "" +":guilabel:`Country Group` and :guilabel:`Country`: the fiscal position is " +"only applied to the selected country or country group." +msgstr "" +":guilabel:`Grupo de países` y :guilabel:`País`: la posición fiscal solo se " +"aplicará al país o grupo de países seleccionado." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 -msgid "" -"Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo " -"Accounting" -msgstr "" -"Selección de una posición fiscal en una orden de venta o factura de cliente " -"o proveedor en la aplicación Contabilidad de Odoo." +msgid "Example of a fiscal position automatic application settings" +msgstr "Ejemplo de configuración del uso automático de una posición fiscal" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:98 -msgid "Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills" -msgstr "" -"Seleccione manualmente las posiciones fiscales en las órdenes de venta, las " -"facturas y los recibos" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:100 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:75 msgid "" -"To manually select which Fiscal Position to use for a new Sales Order, " -"Invoice, or Bill, go to the **Other Info** tab and select the right **Fiscal" -" Position** *before* adding product lines." +"Taxes on **eCommerce orders** are automatically updated once the customer " +"has logged in or filled out their billing details." msgstr "" -"Para seleccionar manualmente la posición fiscal que se utilizará para una " -"nueva orden de venta o factura, vaya a la pestaña **Más información** " -"seleccione la **posición fiscal** correcta *antes* de añadir las líneas de " +"Los impuestos de las **órdenes de comercio electrónico** se actualizarán de " +"forma automática una vez que el cliente haya iniciado sesión o completado " +"sus datos de facturación." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 +msgid "" +"The fiscal positions' **sequence** defines which fiscal position is applied " +"if all conditions set on multiple fiscal positions are met simultaneously." +msgstr "" +"La **secuencia** de las posiciones fiscales define qué posición fiscal se " +"usará si se cumplen todas las condiciones establecidas en varias posiciones " +"fiscales al mismo tiempo." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:82 +msgid "" +"For example, suppose the first fiscal position in a sequence targets " +"*country A* while the second fiscal position targets a *country group* that " +"comprises *country A*. In that case, only the first fiscal position will be " +"applied to customers from *country A*." +msgstr "" +"Por ejemplo, supongamos que la primera posición fiscal de una secuencia " +"afecta al *país A* mientras que la segunda afecta a un *grupo de países* que" +" incluye al *país A*. En ese caso, solo se aplicará la primera posición " +"fiscal a los clientes del *país A*." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:89 +msgid "Manual application" +msgstr "Uso manual" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:91 +msgid "" +"To manually select a fiscal position, open a sales order, invoice, or bill, " +"go to the :guilabel:`Other Info` tab and select the desired " +":guilabel:`Fiscal Position` before adding product lines." +msgstr "" +"Si desea seleccionar una posición fiscal de forma manual, abra una orden de " +"venta, factura o recibo, vaya a la pestaña :guilabel:`más información` y " +"seleccione la :guilabel:`posición fiscal` deseada antes de añadir líneas de " "producto." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:110 -msgid ":doc:`taxcloud` (decommissioning TaxCloud integration in Odoo 17+)" -msgstr "" -":doc:`taxcloud` (en Odoo 17 y posteriores la integración con TaxCloud " -"quedará fuera de servicio)" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a sales order, invoice, or bill" +msgstr "Selección de una posición fiscal en una orden de venta o factura" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:111 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:102 +msgid "Assign to a partner" +msgstr "Asignar a un contacto" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:104 +msgid "" +"To define which fiscal position must be used by default for a specific " +"partner, go to :menuselection:`Accounting --> Customers --> Customers`, " +"select the partner, open the :guilabel:`Sales & Purchase` tab, and select " +"the :guilabel:`Fiscal Position`." +msgstr "" +"Para definir qué posición fiscal debe utilizarse de forma predeterminada " +"para un contacto específico, vaya a :menuselection:`Contabilidad --> " +"Clientes --> Clientes`, seleccione el contacto, abra la pestaña " +":guilabel:`ventas y compras` y seleccione la :guilabel:`posición fiscal`." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a customer" +msgstr "Selección de una posición fiscal para un cliente" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:115 +msgid ":doc:`taxcloud`" +msgstr ":doc:`taxcloud`" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:116 msgid ":doc:`B2B_B2C`" msgstr ":doc:`B2B_B2C`" @@ -19333,7 +20067,6 @@ msgstr "Webinars" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:8 #: ../../content/applications/finance/fiscal_localizations/chile.rst:8 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 msgid "" "Below you can find videos with a general description of the localization, " "and how to configure it." @@ -19353,9 +20086,8 @@ msgstr "" "`_." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:23 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "Modules installation" msgstr "Instalación de módulos" @@ -19368,7 +20100,7 @@ msgstr "" "las funciones de la localización de Argentina:" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:28 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 #: ../../content/applications/finance/fiscal_localizations/france.rst:59 #: ../../content/applications/finance/fiscal_localizations/india.rst:18 @@ -19376,9 +20108,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:36 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:68 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:18 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:16 @@ -19453,7 +20184,7 @@ msgstr "" "crear facturas electrónicas." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:47 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:144 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 #: ../../content/applications/finance/fiscal_localizations/peru.rst:43 msgid "Configure your company" msgstr "Configure su empresa" @@ -21808,7 +22539,7 @@ msgid "Fiscal reports parameters." msgstr "Parámetros de informes fiscales" #: ../../content/applications/finance/fiscal_localizations/chile.rst:134 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:562 #: ../../content/applications/finance/fiscal_localizations/peru.rst:226 msgid "Multicurrency" msgstr "Multidivisa" @@ -23415,31 +24146,34 @@ msgstr "Colombia" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:7 msgid "" -"Odoo's Colombian localization package provides accounting, fiscal and legal " -"features in Colombia such as chart of accounts, taxes and electronic " -"invoicing." +"Odoo's Colombian localization package provides accounting, fiscal, and legal" +" features for databases in Colombia – such as chart of accounts, taxes, and " +"electronic invoicing." msgstr "" "El paquete de localización colombiana de Odoo incluye funciones de " -"contabilidad, fiscales y legales de Colombia, como el plan de cuentas, " -"impuestos y facturación electrónica. " +"contabilidad, fiscales y legales para las bases de datos de Colombia, como " +"el plan de cuentas, impuestos y facturación electrónica. " #: ../../content/applications/finance/fiscal_localizations/colombia.rst:10 msgid "" -"In addition, we have a series of videos covering how to start from scratch, " -"configuration, main workflows, and specific use cases." +"In addition, a series of videos on the subject is also available. These " +"videos cover how to start from scratch, set up configurations, complete " +"common workflows, and provide in-depth looks at some specific use cases as " +"well." msgstr "" -"Además, tenemos varios videos donde explicamos cómo comenzar desde cero, la " -"configuración, el flujo de trabajo y usos de caso específicos. " +"De igual manera, también contamos con una serie de videos sobre el tema. " +"Estos videos lo acompañan desde el primer paso hasta las configuraciones, " +"flujos de trabajo y casos de uso específicos." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:14 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:15 msgid "" -"`Odoo Colombian localization videos " -"`_." +"`Smart Tutorial - Colombian Localization `_." msgstr "" -"`Videos de la localización colombiana de Odoo " -"`_." +"`Smart Tutorial - Localización de Colombia " +"`_." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:25 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:26 msgid "" ":ref:`Install ` the following modules to get all the " "features of the Colombian localization:" @@ -23447,35 +24181,35 @@ msgstr "" ":ref:`Instale ` los siguientes módulos para obtener todas " "las funciones de la localización de Colombia:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 msgid ":guilabel:`Colombia - Accounting`" msgstr ":guilabel:`Colombia - Contabilidad`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 msgid "`l10n_co`" msgstr "`l10n_co`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:38 msgid "" "Default :ref:`fiscal localization package `. " "This module adds the base accounting features for the Colombian " -"localization: chart of accounts, taxes, withholdings, identification " +"localization: chart of accounts, taxes, withholdings, and identification " "document type." msgstr "" ":ref:`Paquete de localización fiscal ` " "predeterminado. Este módulo agrega las funciones de contabilidad básicas " "para la localización colombiana, como plan de cuentas, impuestos, " -"retenciones, tipo de documento de identificación." +"retenciones y tipo de documento de identificación." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:40 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 msgid ":guilabel:`Colombian - Accounting Reports`" msgstr ":guilabel:`Colombia - Reportes contables`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 msgid "`l10n_co_reports`" msgstr "`l10n_co_reports`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 msgid "" "Includes accounting reports for sending certifications to suppliers for " "withholdings applied." @@ -23483,46 +24217,43 @@ msgstr "" "Incluye los reportes de contabilidad al enviar certificaciones a proveedores" " por retenciones aplicadas. " -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 msgid ":guilabel:`Electronic invoicing for Colombia with Carvajal`" msgstr ":guilabel:`Facturación electrónica para Colombia con Carvajal`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 msgid "`l10n_co_edi`" msgstr "`l10n_co_edi`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:46 msgid "" -"This module includes the features that are required for the integration with" -" Carvajal and generates the electronic invoices and support document related" -" to the vendor bills based on |DIAN| regulations." +"This module includes the features required for integration with Carvajal, " +"and generates the electronic invoices and support documents related to the " +"vendor bills, based on |DIAN| regulations." msgstr "" "Este módulo incluye que son necesarias para la integración con Carvajal y " "genera facturas electrónicas, además de que son compatibles con documentos " "relacionados a las facturas de proveedor según regulaciones de |DIAN|. " -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:48 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 msgid ":guilabel:`Colombian - Point of Sale`" msgstr ":guilabel:`Colombia - Punto de venta`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 msgid "`l10n_co_pos`" msgstr "`l10n_co_pos`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 -msgid "Includes Point of Sale Receipt for Colombian Localization." -msgstr "" -"Incluye el recibo del punto de venta para la localización colombiana. " +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:51 +msgid "Includes Point of Sale receipts for Colombian localization." +msgstr "Incluye el recibo del punto de venta para la localización colombiana." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:53 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:54 msgid "" -"When a database is created from scratch selecting :guilabel:`Colombia` as " -"the country, Odoo automatically installs the base modules *Colombia - " -"Accounting* and *Colombia - Accounting Reports*." +"When `Colombia` is selected for a company's :guilabel:`Fiscal Localization`," +" Odoo automatically installs certain modules." msgstr "" -"Cuando la base de datos se crea desde cero y se selecciona " -":guilabel:`Colombia` como país, Odoo instala de manera automática los " -"módulos base *Colombia - Contabilidad* y *Colombia - Reportes contables*. " +"Si se selecciona `Colombia` para la :guilabel:`localización fiscal` de una " +"empresa, Odoo instalará automáticamente ciertos módulos." #: ../../content/applications/finance/fiscal_localizations/colombia.rst:58 msgid "Company configuration" @@ -23531,39 +24262,49 @@ msgstr "Configuración de la empresa" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:60 msgid "" "To configure your company information, go to the :menuselection:`Contacts` " -"app and search for your company. Alternatively, activate :ref:`developer " -"mode ` and navigate to :menuselection:`General Setting --> " -"Company --> Update Info --> Contact`. Then, edit the contact form to " -"configure the following information:" +"app, and search for your company." msgstr "" -"Para configurar la información de su empresa, vaya a la aplicación " -":menuselection:`Contactos` y busque su empresa. También puede activar " -":ref:`el modo desarrollador ` y vaya a " -":menuselection:`Ajustes generales --> Empresa --> Actualizar información -->" -" Contacto`. Después, edite el formulario de contacto para configurar la " -"información siguiente:" +"Si desea configurar la información de tu empresa, vaya a la aplicación " +":menuselection:`Contactos` y busque su empresa." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:63 +msgid "" +"Alternatively, activate :ref:`developer mode ` and navigate " +"to :menuselection:`General Setting --> Company --> Update Info --> Contact`." +" Then, edit the contact form and configure the following information:" +msgstr "" +"También puede activar el :ref:`modo de desarrollador `, ir a" +" :menuselection:`Ajustes generales --> Empresa --> Actualizar información " +"--> Contacto`, editar el formulario de contacto y configurar la siguiente " +"información:" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 msgid ":guilabel:`Company Name`." msgstr ":guilabel:`Nombre de la empresa`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:66 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:68 msgid "" ":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " -":guilabel:`Zip Code`." +":guilabel:`ZIP` code." msgstr "" ":guilabel:`Dirección`: Incluyendo :guilabel:`Ciudad`, " ":guilabel:`Departamento` y :guilabel:`Código postal`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:69 msgid "" -":guilabel:`Tax ID`: When it is a `NIT`, it must have the *verification " -"digit* at the end of the ID followed by a hyphen (`-`)." +":guilabel:`Identification Number`: Select the :guilabel:`Identification " +"Type` (`NIT`, `Cédula de Ciudadanía`, `Registro Civil`, etc.). When the " +":guilabel:`Identification Type` is `NIT`, the :guilabel:`Identification " +"Number` **must** have the *verification digit* at the end of the ID prefixed" +" by a hyphen (`-`)." msgstr "" -":guilabel:NIT`: debe tener el *dígito de verificación* al final del ID, " -"seguido por un guión (`-`)." +":guilabel:`Número de identificación`: Selecione el :guilabel:`tipo de " +"identificación` (`NIT`, `Cédula de Ciudadanía`, `Registro Civil`, etc.). " +"Cuando el :guilabel:`tipo de identificación` sea `NIT`, el :guilabel:`Número" +" de identificación` **debe** tener el *dígito de verificación* al final del " +"ID precedido por un guion (`-`)." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:70 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:74 msgid "" "Next, configure the :guilabel:`Fiscal Information` in the :guilabel:`Sales &" " Purchase` tab:" @@ -23571,23 +24312,21 @@ msgstr "" "Después, configure la :guilabel:`Información fiscal` en la pestaña " ":guilabel:`Venta y compra`:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:72 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:147 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:76 msgid "" ":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " -"responsibility for the company (:guilabel:`O-13` Gran Contribuyente, " -":guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, " -":guilabel:`O-47` Regimen de tributación simple, :guilabel:`R-99-PN` No " -"Aplica)." +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, `R-99-PN` No Aplica)." msgstr "" -":guilabel:`Obligaciones y Responsabilidades`: Seleccione la responsabilidad " +":guilabel:`Obligaciones y Responsabilidades`: seleccione la responsabilidad " "fiscal para la empresa (:guilabel:`O-13` Gran Contribuyente, " ":guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, " ":guilabel:`O-47` Regimen de tributación simple, :guilabel:`R-99-PN` No " "Aplica)." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:75 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:173 msgid "" ":guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente* this " "option should be selected." @@ -23595,19 +24334,16 @@ msgstr "" ":guilabel:`Gran Contribuyente`: debe seleccionar esta opción si la empresa " "es un *gran contribuyente*. " -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:77 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:81 msgid "" -":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company " -"(:guilabel:`IVA`, :guilabel:`INC`, :guilabel:`IVA e INC`, :guilabel:`No " -"Aplica`)" +":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" msgstr "" -":guilabel:`Regimen fiscal`: seleccione el nombre de tributo para la empresa" -" (:guilabel:`IVA`, :guilabel:`INC`, :guilabel:`IVA e INC`, :guilabel:`No " -"Aplica`) " +":guilabel:`Régimen fiscal`: seleccione el nombre tributario para la empresa " +"(`IVA`, `INC`, `IVA e INC` o `No aplica`)." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:177 msgid "" ":guilabel:`Commercial Name`: If the company uses a specific commercial name," " and it needs to be displayed in the invoice." @@ -23615,14 +24351,14 @@ msgstr "" ":guilabel:`Nombre comercial`: si la empresa usa un nombre comercial " "específico que necesita mostrarse en la factura." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:87 msgid "Carjaval credentials configuration" msgstr "Configuración de las credenciales de Carvajal" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:85 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:89 msgid "" -"Once the modules installed, the user credentials must be configured in order" -" to connect with Carvajal Web Service. Navigate to " +"Once the modules are installed, the user credentials **must** be configured," +" in order to connect with Carvajal Web Service. To do so, navigate to " ":menuselection:`Accounting --> Configuration --> Settings` and scroll to the" " :guilabel:`Colombian Electronic Invoicing` section. Then, fill in the " "required configuration information provided by Carvajal:" @@ -23630,18 +24366,18 @@ msgstr "" "Ya que se instalaron todos los módulos, debe configurar las credenciales de " "usuario para poder conectarse con el servicio web de Carvajal. Vaya a " ":menuselection:`Contabilidad --> Configuración --> Ajustes` y baje a la " -"sección :guilabel:`Facturación electrónica de colombia`. Después, llene la " -"información de configuración necesaria que Carvajal le brindó:" +"sección :guilabel:`Facturación electrónica de Colombia`. Después, complete " +"la información de configuración necesaria que Carvajal le brindó:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:90 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 msgid "" -":guilabel:`Username` and :guilabel:`Password`: Correspond to the username " -"and password provided by Carvajal to the company." +":guilabel:`Username` and :guilabel:`Password`: Username and password " +"(provided by Carvajal) to the company." msgstr "" -":guilabel:`Nombre de usuario` y :guilabel:`Contraseña`: el nombre de usuario" -" y la contraseña que brindó Carvajal a la empresa." +":guilabel:`Usuario` y :guilabel:`contraseña`: usuario y contraseña " +"(proporcionados por Carvajal) para la empresa." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:92 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:96 msgid "" ":guilabel:`Company Registry`: Company's NIT number *without* the " "verification code." @@ -23649,49 +24385,56 @@ msgstr "" ":guilabel:`Registro de la empresa`: número NIT de la empresa *sin* el código" " de verificación." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:93 -msgid ":guilabel:`Account ID`: Company ID followed by `_01`." -msgstr ":guilabel:`ID de la cuenta`: ID de la empresa seguido de `_01`." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:97 +msgid ":guilabel:`Account ID`: Company's NIT number followed by `_01`." +msgstr "" +":guilabel:`ID de cuenta`: número de NIT de la empresa seguido de `_01`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:98 msgid "" ":guilabel:`Colombia Template Code`: Select one of the two available " -"templates (:guilabel:`CGEN03` or :guilabel:`CGNE04`) to be used in the PDF " -"format of the electronic invoice." +"templates (`CGEN03` or `CGNE04`) to be used in the PDF format of the " +"electronic invoice." msgstr "" ":guilabel:`Código de plantilla de Colombia`: seleccione una de las dos " -"plantillas disponibles (:guilabel:`CGEN03` o :guilabel:`CGNE04`) para " -"utilizarla en el formato PDF de la factura electrónica." +"plantillas disponibles (`CGEN03` o `CGNE04`) para utilizarla en el formato " +"PDF de la factura electrónica." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +msgid "" +"Enable the :guilabel:`Test mode` checkbox to connect with the Carvajal " +"testing environment." +msgstr "" +"Habilite la casilla :guilabel:`modo de prueba` para conectarse con el " +"entorno de pruebas de Carvajal." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:103 +msgid "" +"Once Odoo and Carvajal are fully configured and ready for production, " +"deactivate the :guilabel:`Test mode` checkbox to use the production " +"database." +msgstr "" +"Una vez que Odoo y Carvajal estén completamente configurados y listos para " +"producción, desactive la casilla :guilabel:`modo de prueba` para utilizar la" +" base de datos de producción." #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "Configure credentials for Carvajal web service in Odoo." msgstr "Configurar las credenciales para el servicio web de Carvajal en Odoo." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:111 msgid "" -"Check the :guilabel:`Test mode` checkbox to connect with the Carvajal " -"testing environment. Once Odoo and Carvajal are fully configured and ready " -"for production, uncheck the :guilabel:`Test mode` checkbox to use the " -"production database." -msgstr "" -"Marque la casilla :guilabel:`Modo de prueba` para conectarse al entorno de " -"prueba de Carvajal. Una vez que Odoo y Carvajal estén configurados en su " -"totalidad y listos para pasar a producción, desmarque la casilla " -":guilabel:`Modo de prueba` para usar la base de datos de producción." - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:106 -msgid "" -":guilabel:`Test mode` must be used **only** on replicated databases, **not**" +":guilabel:`Test mode` must **only** be used on duplicated databases, **not**" " the production environment." msgstr "" "El :guilabel:`modo de prueba` **solo** debe utilizarse en bases de datos " -"replicadas, **no** en el entorno de producción." +"duplicadas, **no** en el entorno de producción." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 msgid "Report data configuration" msgstr "Configuración de los datos del reporte" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:117 msgid "" "Report data can be defined for the fiscal section and bank information of " "the PDF as part of the configurable information sent in the XML." @@ -23700,144 +24443,243 @@ msgstr "" "información bancaria del PDF como parte de la información configurable que " "se envía en el XML." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:120 msgid "" -"Navigate to :menuselection:`Accounting --> Configuration --> Settings` and " -"scroll to the :guilabel:`Colombian Electronic Invoicing` section." +"Navigate to :menuselection:`Accounting --> Configuration --> Settings`, and " +"scroll to the :guilabel:`Colombian Electronic Invoicing` section, in order " +"to find the :guilabel:`Report Configuration` fields. Here the header " +"information for each report type can be configured." msgstr "" -"Vaya a :menuselection:`Contabilidad --> Configuración --> Ajustes` y " -"diríjase a la sección :guilabel:`Facturación electrónica para Colombia`." +"Vaya a :menuselection:`Contabilidad --> Configuración --> Ajustes`, y baje " +"hasta la sección :guilabel:`Facturación electrónica colombiana`, para " +"encontrar los campos de :guilabel:`Configuración de reportes`. Aquí podrá " +"configurar la información del encabezado para cada tipo de reporte." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:121 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +msgid ":guilabel:`Gran Contribuyente`" +msgstr ":guilabel:`Gran Contribuyente`" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:125 +msgid ":guilabel:`Tipo de Régimen`" +msgstr ":guilabel:`Tipo de régimen`" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:126 +msgid ":guilabel:`Retenedores de IVA`" +msgstr ":guilabel:`Retenedores de IVA`" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:127 +msgid ":guilabel:`Autorretenedores`" +msgstr ":guilabel:`Autorretenedores`" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:128 +msgid ":guilabel:`Resolución Aplicable`" +msgstr ":guilabel:`Resolución aplicable`" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:129 +msgid ":guilabel:`Actividad Económica`" +msgstr ":guilabel:`Actividad económica`" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:130 +msgid ":guilabel:`Bank Information`" +msgstr ":guilabel:`Información bancaria`" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:135 msgid "Master data configuration" msgstr "Configuración de los datos maestros" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:127 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:140 +msgid "" +"Partner contacts can be created in the *Contacts* app. To do so, navigate to" +" :menuselection:`Contacts`, and click the :guilabel:`Create` button." +msgstr "" +"Si desea crear contactos vaya a :menuselection:`Contactos` y haga clic en el" +" botón :guilabel:`crear`." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:143 +msgid "" +"Then, name the contact, and using the radio buttons, select the contact " +"type, either :guilabel:`Individual` or :guilabel:`Company`." +msgstr "" +"Después, establezca un nombre para el contacto y, con los botones de radio, " +"seleccione el tipo de contacto, ya sea :guilabel:`persona física` o " +":guilabel:`empresa`." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:146 +msgid "" +"Complete the full :guilabel:`Address`, including the :guilabel:`City`, " +":guilabel:`State`, and :guilabel:`ZIP` code. Then, complete the " +"identification and fiscal information." +msgstr "" +"Escriba la dirección completa, con la ciudad, estado y código postal. Siga " +"con la información fiscal y de identificación." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 msgid "Identification information" msgstr "Información de identificación" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:129 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 msgid "" -"Document types defined by the |DIAN| are available on the partner form as " -"part of the Colombian localization. Colombian partners must have their " -":guilabel:`Identification Number` (VAT) and :guilabel:`Document Type` set." +"Identification types, defined by the |DIAN|, are available on the partner " +"form, as part of the Colombian localization. Colombian partners **must** " +"have their :guilabel:`Identification Number` (VAT) and :guilabel:`Document " +"Type` set." msgstr "" -"Los tipos de documentos definidos por la |DIAN| están disponibles en el " +"Los tipos de identificación definidos por la |DIAN| están disponibles en el " "formulario de contacto como parte de la localización colombiana. Los " -"contactos colombianos deben tener su :guilabel:`número de identificación` " -"(NIT) y :guilabel:`tipo de documento` establecido." +"contactos colombianos **deben** tener establecido su :guilabel:`número de " +"identificación` (NIT) y :guilabel:`tipo de documento`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:157 msgid "" "When the :guilabel:`Document Type` is `NIT`, the :guilabel:`Identification " -"Number` needs to be configured in Odoo, including the *verification digit*; " -"Odoo splits this number when the data to is sent to the third party." +"Number` needs to be configured in Odoo, including the *verification digit at" +" the end of the ID, prefixed by a hyphen (`-`)*." msgstr "" "Cuando el :guilabel:`tipo de documento` es `NIT`, debe configurar el " ":guilabel:`número de identificación` en Odoo, incluyendo el *dígito de " -"verificación*. Odoo divide este número cuando envíe los datos de forma " -"externa." +"verificación al final del ID, precedido por un guion (`-`)*." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:139 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "Información fiscal" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:141 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:164 msgid "" -"The partner's responsibility codes (section 53 in the RUT document) are " -"included as part of the electronic invoicing module, as it is required by " -"the |DIAN|." +"The partner's responsibility codes (section 53 in the :abbr:`RUT (Registro " +"único tributario)` document) are included as part of the electronic " +"invoicing module, as it is required by the |DIAN|." msgstr "" "Se incluyen los códigos de responsabilidad del contacto (sección 53 en el " -"documento RUT) como parte del módulo de facturación electrónica, pues esto " -"lo solicita la |DIAN|." - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:144 -msgid "" -"The required fields can be found under :menuselection:`Partner --> Sales & " -"Purchase Tab --> Fiscal Information`:" -msgstr "" -"Puede encontrar estos campos en :menuselection:`Contacto --> pestaña de " -"Ventas y Compras --> Información fiscal`." - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:158 -#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:771 -msgid "Products" -msgstr "Productos" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:160 -msgid "" -"In addition to adding general information (in the :guilabel:`General " -"Information` tab) on the product form, either the :guilabel:`UNSPSC " -"Category`, :guilabel:`Barcode`, or :guilabel:`Internal Reference` field must" -" also be configured." -msgstr "" -"Además de agregar la información general (en la pestaña " -":guilabel:`Información general`) al formulario del producto, también debe " -"configurar el campo :guilabel:`Categoría UNSPSC`, :guilabel:`Código de " -"barras` o :guilabel:`Referencia interna`." +"documento :abbr:`RUT (Registro único tributario)`) como parte del módulo de " +"facturación electrónica, pues esto lo solicita la |DIAN|." #: ../../content/applications/finance/fiscal_localizations/colombia.rst:167 msgid "" +"The required fields can be found under :menuselection:`Partner --> Sales & " +"Purchase Tab --> Fiscal Information section`:" +msgstr "" +"Puede acceder a estos campos desde :menuselection:`Contacto --> pestaña de " +"Ventas y Compras --> Información fiscal`." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:170 +msgid "" +":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, or `R-99-PN` No Aplica)." +msgstr "" +":guilabel:`Obligaciones y Responsabilidades`: seleccione la responsabilidad " +"fiscal para la empresa (:guilabel:`O-13` Gran Contribuyente, " +":guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, " +":guilabel:`O-47` Regimen de tributación simple o :guilabel:`R-99-PN` No " +"Aplica)." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:175 +msgid "" +":guilabel:`Fiscal Regimen`: Select the tribute name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" +msgstr "" +":guilabel:`Régimen fiscal`: seleccione el nombre tributario para la empresa " +"(`IVA`, `INC`, `IVA e INC` o `No aplica`)." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:251 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:700 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:817 +msgid "Products" +msgstr "Productos" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:183 +msgid "" +"To manage products, navigate to :menuselection:`Accounting --> Customers -->" +" Products`, then click on a product." +msgstr "" +"Si desea administrar productos, vaya a :menuselection:`Contabilidad --> " +"Clientes --> Productos`, luego haga clic en un producto." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 +msgid "" +"When adding general information on the product form, it is required that " +"either the :guilabel:`UNSPSC Category` (:guilabel:`Accounting` tab), or " +":guilabel:`Internal Reference` (:guilabel:`General Information` tab) field " +"is configured. Be sure to :guilabel:`Save` the product once configured." +msgstr "" +"Cuando se agrega información general en el formulario del producto, es " +"necesario que se configure ya sea la categoría UNSPSC (pestaña " +":guilabel:`Contabilidad`) o la :guilabel:`referencia interna` (pestaña " +":guilabel:`Información general`). Asegúrese de :guilabel:`guardar` el " +"producto una vez configurado." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:194 +msgid "" +"To create or modify taxes, go to :menuselection:`Accounting --> " +"Configuration --> Taxes`, and select the related tax." +msgstr "" +"Si desea crear o modificar impuestos, vaya a :menuselection:`Contabilidad " +"--> Configuración --> Impuestos` y seleccione el impuesto relacionado." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:197 +msgid "" "If sales transactions include products with taxes, the :guilabel:`Value " "Type` field in the :guilabel:`Advanced Options` tab needs to be configured " -"per tax. To do so, go to :menuselection:`Accounting --> Configuration --> " -"Taxes`, and select the related tax." +"per tax. Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, " +":guilabel:`Fuente`) are also included. This configuration is used to display" +" taxes correctly in the invoice PDF." msgstr "" "Si las transacciones de ventas incluyen productos con impuestos, debe " -"configurar el campo :guilabel:`Tipo de valor` en la pestaña " -":guilabel:`Opciones avanzadas` por cada impuesto. Vaya a " -":menuselection:`Contabilidad --> Configuración --> Impuestos` y seleccione " -"el impuesto relacionado." - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:171 -msgid "" -"Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, :guilabel:`Fuente`) " -"are also included. This configuration is used to display taxes in the " -"invoice PDF correctly." -msgstr "" -"También se incluyen los tipos de impuestos de retención (:guilabel:`ICA`, " -":guilabel:`IVA` y :guilabel:`Fuente`). Esta configuración se utiliza para " -"mostrar correctamente los impuestos en la factura PDF." +"configurar el campo :guilabel:`tipo de valor`, en la pestaña " +":guilabel:`opciones avanzadas`, por impuesto. También se incluyen los tipos " +"de impuestos de retención (:guilabel:`ICA`, :guilabel:`IVA`, " +":guilabel:`fuente`). Esta configuración se utiliza para mostrar " +"correctamente los impuestos en el PDF de la factura." #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "The ICA, IVA and Fuente fields in the Advanced Options tab in Odoo." msgstr "" "Los campos ICA, IVA y Fuente en la pestaña Opciones avanzadas en Odoo." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:209 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:91 msgid "Sales journals" msgstr "Diarios de ventas " -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:211 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " "electronic invoice resolution, the sales journals related to the invoice " -"documents must be updated in Odoo. To do so, navigate to " -":menuselection:`Accounting --> Configuration --> Journals`." +"documents **must** be updated in Odoo. To do so, navigate to " +":menuselection:`Accounting --> Configuration --> Journals`, and select an " +"existing sales journal, or create a new one with the :guilabel:`Create` " +"button." msgstr "" "Una vez que la |DIAN| haya asignado la secuencia oficial y el prefijo para " "la resolución de facturación electrónica, debe actualizar los diarios de " "venta que estén relacionados a sus documentos de facturación en Odoo. Para " -"hacerlo, vaya a :menuselection:`Contabilidad --> Configuración --> Diarios`." +"hacerlo, vaya a :menuselection:`Contabilidad --> Configuración --> Diarios` " +"y seleccione un diario de ventas existe o cree uno nuevo con el botón " +":guilabel:`Crear`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 -msgid "Configure the following data in the :guilabel:`Advanced Settings` tab:" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:216 +msgid "" +"On the sales journal form, input the :guilabel:`Journal Name`, " +":guilabel:`Type`, and set a unique :guilabel:`Short Code` in the " +":guilabel:`Journals Entries` tab. Then, configure the following data in the " +":guilabel:`Advanced Settings` tab:" msgstr "" -"Configure los siguientes datos en la pestaña :guilabel:`Ajustes avanzados`:" +"En el formulario del diario de ventas, ingrese el :guilabel:`Nombre del " +"diario`, :guilabel:`Tipo` y configure un :guilabel:`Código corto` en la " +"pestaña de :guilabel:`Asientos de diario`. Después, configure los siguientes" +" datos en la pestaña :guilabel:`Ajustes avanzados`:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:188 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:220 msgid "" ":guilabel:`Electronic invoicing`: Enable :guilabel:`UBL 2.1 (Colombia)`." msgstr "" ":guilabel:`Facturación electrónica`: habilite :guilabel:`UBL 2.1 " "(Colombia)`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:221 msgid "" ":guilabel:`Invoicing Resolution`: Resolution number issued by |DIAN| to the " "company." @@ -23845,77 +24687,77 @@ msgstr "" ":guilabel:`Resolución de facturación`: el número de resolución que emitió el" " |DIAN| para la empresa." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:222 msgid ":guilabel:`Resolution Date`: Initial effective date of the resolution." msgstr "" ":guilabel:`Fecha de resolución`: la fecha efectiva inicial de la resolución." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:223 msgid "" ":guilabel:`Resolution end date`: End date of the resolution's validity." msgstr "" ":guilabel:`Fecha de finalización de la resolución`: la fecha de finalización" " de la validez de la resolución." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:224 msgid "" ":guilabel:`Range of Numbering (minimum)`: First authorized invoice number." msgstr "" ":guilabel:`Rango de numeración (mínimo)`: el primer número de factura " "autorizado." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:225 msgid "" ":guilabel:`Range of Numbering (maximum)`: Last authorized invoice number." msgstr "" ":guilabel:`Rango de numeración (máximo)`: el último número de factura " "autorizado." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:228 msgid "" -"The sequence and resolution of the journal must match the one configured in " -"Carvajal and the |DIAN|." +"The sequence and resolution of the journal **must** match the one configured" +" in Carvajal and the |DIAN|." msgstr "" -"La secuencia y resolución del diario deben coincidir con los datos " -"configurados en Carvajal y la |DIAN|." +"La secuencia y la resolución del diario **debe** coincidir con lo que se " +"configuró en Carvajal y en la |DIAN|." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:200 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:232 msgid "Invoice sequence" msgstr "Secuencia de facturación" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 msgid "" -"The invoice sequence and prefix must be correctly configured when the first " -"document is created." +"The invoice sequence and prefix **must** be correctly configured when the " +"first document is created." msgstr "" -"Al crear el primer documento, debe configurar correctamente la secuencia y " -"el prefijo de la factura." +"La secuencia y prefijo de la factura **debe** configurarse de manera " +"correcta cuando se cree el primer documento." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 msgid "" -"Odoo automatically assigns a prefix and sequence to the following documents." +"Odoo automatically assigns a prefix and sequence to the following invoices." msgstr "" -"Odoo asigna un prefijo y secuencia de forma automática a los siguientes " -"documentos." +"Odoo asignará un prefijo y una secuencia de manera automática a las " +"siguientes facturas." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:208 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 msgid "Purchase journals" msgstr "Diarios de compra" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:242 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " -"support document related to vendor bills, the purchase journals related to " -"their supporting documents need to be updated in Odoo. The process is " +"*support document* related to vendor bills, the purchase journals related to" +" their supporting documents need to be updated in Odoo. The process is " "similar to the configuration of the :ref:`sales journals `." msgstr "" "Una vez que la |DIAN| asignó la secuencia oficial y el prefijo para el " -"documento de apoyo relacionado con las facturas de los proveedores, debe " +"*documento de apoyo* relacionado con las facturas de los proveedores, debe " "actualizar los diarios de compra relacionados con sus documentos de apoyo en" " Odoo. El proceso es similar a la configuración de los :ref:`diarios de " "ventas `." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:249 msgid "" "The :doc:`chart of accounts " "` is " @@ -23931,45 +24773,109 @@ msgstr "" " por pagar y por cobrar. El plan de cuentas para Colombia se basa en el PUC " "(Plan Único de Cuentas)." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 msgid "Main workflows" msgstr "Flujos de trabajo principales" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "Facturas electrónicas" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:262 msgid "" -"The functional workflow taking place before an invoice validation does not " -"alter the main changes introduced with the electronic invoice." +"The following is a breakdown of the main workflow for electronic invoices " +"with the Colombian localization:" msgstr "" -"El flujo de trabajo funcional previo a la validación de la factura no " +"A continuación verá un desglose del flujo de trabajo principal para facturas" +" electrónicas con la localización colombiana:" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:265 +msgid "Sender creates an invoice." +msgstr "El remitente crea una factura." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:266 +msgid "Electronic invoice provider generates the legal XML file." +msgstr "El emisor de la factura genera un archivo XML." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:267 +msgid "" +"Electronic invoice provider creates the CUFE (Invoice Electronic Code) with " +"the electronic signature." +msgstr "" +"El emisor de la factura electrónica crea un CUFE (Código Único de Factura " +"Electrónica) con la firma electrónica." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:269 +msgid "Electronic invoice provider sends a notification to |DIAN|." +msgstr "El emisor de la factura electrónica envía una notificación al |DIAN|." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:270 +msgid "|DIAN| validates the invoice." +msgstr "|DIAN| valida la factura." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:271 +msgid "|DIAN| accepts or rejects the invoice." +msgstr "|DIAN| acepta o rechaza la factura." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +msgid "Electronic invoice provider generates the PDF invoice with a QR code." +msgstr "" +"El emisor de la factura electrónica genera el PDF de la factura con un " +"código QR." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:273 +msgid "Electronic invoice provider sends invoice to the acquirer." +msgstr "El emisor de la factura electrónica envía la factura al adquirente." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +msgid "" +"Acquirer sends a receipt of acknowledgement, and accepts or rejects the " +"invoice." +msgstr "" +"El adquirente envía una confirmación de recibo y acepta o rechaza la " +"factura." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:275 +msgid "Sender downloads a :file:`.zip` file with the PDF and XML." +msgstr "El emisor descarga un :archivo:`.zip` con el PDF y XML." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 +msgid "Electronic invoice workflow for Colombian localization." +msgstr "El flujo de facturación electrónica para la localización colombiana." + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:287 +msgid "" +"The functional workflow taking place before an invoice validation does " +"**not** alter the main changes introduced with the electronic invoice." +msgstr "" +"El flujo de trabajo funcional previo a la validación de la factura **no** " "modifica los principales cambios introducidos con la factura electrónica." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:290 msgid "" "Electronic invoices are generated and sent to both the |DIAN| and customer " "through Carvajal's web service integration. These documents can be created " -"from your sales order or manually. Go to :menuselection:`Accounting --> " -"Customers --> Invoices` and configure:" +"from your sales order or manually generated. To create a new invoice, go to " +":menuselection:`Accounting --> Customers --> Invoices`, and select " +":guilabel:`Create`. On the invoice form configure the following fields:" msgstr "" "Las facturas electrónicas se generan y envían tanto a la |DIAN| como al " "cliente mediante la integración del servicio web de Carvajal. Estos " -"documentos se pueden crear desde su orden de venta o de forma manual. Vaya a" -" :menuselection:`Contabilidad --> Clientes --> Facturas` y configure la " -"siguiente información:" +"documentos se pueden crear desde su orden de venta o de forma manual. Para " +"crear una factura nueva, vaya a :menuselection:`Contabilidad --> Clientes " +"--> Facturas` y seleccione :guilabel:`Crear`. En el formulario de factura " +"configure los siguientes campos:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:244 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:295 msgid ":guilabel:`Customer`: Customer's information." msgstr ":guilabel:`Cliente`: la información del cliente." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:245 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:296 msgid ":guilabel:`Journal`: Journal used for electronic invoices." msgstr "" ":guilabel:`Diario`: el diario que se utiliza para las facturas electrónicas." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:246 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 msgid "" ":guilabel:`Electronic Invoice Type`: Select the type of document. By " "default, :guilabel:`Factura de Venta` is selected." @@ -23977,25 +24883,25 @@ msgstr "" ":guilabel:`Tipo de factura electrónica`: seleccione el tipo de documento. La" " selección predeterminada es :guilabel:`Factura de venta`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:248 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 msgid "" ":guilabel:`Invoice Lines`: Specify the products with the correct taxes." msgstr "" ":guilabel:`Líneas de la factura`: especifique los productos con los " "impuestos correctos." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:250 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 msgid "When done, click :guilabel:`Confirm`." msgstr "Al terminar, haga clic en :guilabel:`confirmar`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:255 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 #: ../../content/applications/finance/fiscal_localizations/india.rst:117 #: ../../content/applications/finance/fiscal_localizations/india.rst:262 #: ../../content/applications/finance/fiscal_localizations/peru.rst:385 msgid "Invoice validation" msgstr "Validación de la factura" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 msgid "" "After the invoice confirmation, an XML file is created and sent " "automatically to Carvajal. The invoice is then processed asynchronously by " @@ -24011,10 +24917,10 @@ msgstr "" msgid "Carvajal XML invoice file in Odoo chatter." msgstr "Archivo de factura XML de Carvajal en el chatter de Odoo." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:264 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:316 msgid "" "The :guilabel:`Electronic Invoice Name` field is now displayed in the " -":guilabel:`EDI Documents` tab with the name of the XML file. Additionally, " +":guilabel:`EDI Documents` tab, with the name of the XML file. Additionally, " "the :guilabel:`Electronic Invoice Status` field is displayed with the " "initial value :guilabel:`To Send`. To process the invoice manually, click on" " the :guilabel:`Process Now` button." @@ -24025,19 +24931,19 @@ msgstr "" " inicial :guilabel:`Para enviar`. Si desea procesar la factura de forma " "manual, haga clic en el botón :guilabel:`Procesar ahora`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:324 msgid "Reception of legal XML and PDF" msgstr "Recepción de XML y PDF legales" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:326 msgid "" -"The electronic invoice vendor (Carvajal) receives the XML file and proceeds " -"to validate its structure and information." +"The electronic invoice vendor (Carvajal) receives the XML file, and proceeds" +" to validate its structure and information." msgstr "" "El proveedor de factura electrónica (Carvajal) recibirá el archivo XML y " "validará su estructura e información." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:277 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:329 msgid "" "After validating the electronic invoice, proceed to generate a legal XML " "which includes a digital signature and a unique code (CUFE), a PDF invoice " @@ -24051,32 +24957,33 @@ msgstr "" " si todo es correcto el valor del campo :guilabel:`Factura Electrónica` " "pasará a :guilabel:`Enviado`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:282 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:334 msgid "" -"A ZIP containing the legal electronic invoice in XML format and the invoice " -"in PDF format is downloaded and displayed in the invoice chatter:" +"A :file:`.zip` containing the legal electronic invoice (in XML format) and " +"the invoice in (PDF format) is downloaded and displayed in the invoice " +"chatter:" msgstr "" -"Podrá descargar y ver en el chatter de la factura un ZIP con la factura " -"electrónica legal en formato XML y la factura en formato PDF:" +"Podrá descargar y ver en el chatter de la factura un :file:`.zip` con la " +"factura electrónica legal en formato XML y la factura en formato PDF:" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "ZIP file displayed in the invoice chatter in Odoo." msgstr "Archivo ZIP que se muestra en el chatter de la factura en Odoo." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:288 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 msgid "The electronic invoice status changes to :guilabel:`Accepted`." msgstr "El estado de la factura electrónica cambia a :guilabel:`aceptado`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:291 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:335 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "Notas de crédito" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:346 msgid "" "The process for credit notes is the same as for invoices. To create a credit" " note with reference to an invoice, go to :menuselection:`Accounting --> " -"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note` " +"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note`, " "and complete the following information:" msgstr "" "El proceso para las notas de crédito es el mismo que para las facturas. Para" @@ -24085,19 +24992,19 @@ msgstr "" " clic en :guilabel:`Añadir nota de crédito` y complete la siguiente " "información:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 msgid ":guilabel:`Credit Method`: Select the type of credit method." msgstr "" ":guilabel:`Método de crédito`: seleccione el tipo de método de crédito." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 msgid "" ":guilabel:`Partial Refund`: Use this option when it is a partial amount." msgstr "" ":guilabel:`Reembolso parcial`: utilice esta opción cuando se trate de un " "importe parcial." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:300 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:353 msgid "" ":guilabel:`Full Refund`: Use this option if the credit note is for the full " "amount." @@ -24105,7 +25012,7 @@ msgstr "" ":guilabel:`Reembolso completo`: utilice esta opción cuando se trate de un " "importe total." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:354 msgid "" ":guilabel:`Full refund and new draft invoice`: Use this option if the credit" " note is auto-validated and reconciled with the invoice. The original " @@ -24115,11 +25022,11 @@ msgstr "" "opción si la nota de crédito se autovalida y concilia con la factura. La " "factura original se duplica como un nuevo borrador." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:305 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:358 msgid ":guilabel:`Reason`: Enter the reason for the credit note." msgstr ":guilabel:`Motivo`: introduzca el motivo de la nota de crédito." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:359 msgid "" ":guilabel:`Reversal Date`: Select if you want a specific date for the credit" " note or if it is the journal entry date." @@ -24127,7 +25034,7 @@ msgstr "" ":guilabel:`Fecha de reversión`: indique si desea una fecha específica para " "la nota de crédito o si se usará la fecha del asiento." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:361 msgid "" ":guilabel:`Use Specific Journal`: Select the journal for your credit note or" " leave it empty if you want to use the same journal as the original invoice." @@ -24136,7 +25043,7 @@ msgstr "" "nota de crédito o déjelo vacío si desea utilizar el mismo diario que la " "factura original." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:310 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:363 msgid "" ":guilabel:`Refund Date`: If you chose a specific date, select the date for " "the refund." @@ -24144,37 +25051,37 @@ msgstr "" ":guilabel:`Fecha de reembolso`: si eligió la opción fecha específica, " "seleccione la fecha para el reembolso." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:312 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 msgid "Once reviewed, click the :guilabel:`Reverse` button." msgstr "Una vez revisado, haga clic en el botón :guilabel:`Revertir`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:315 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "Notas de débito" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:317 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 msgid "" "The process for debit notes is similar to credit notes. To create a debit " "note with reference to an invoice, go to :menuselection:`Accounting --> " "Customers --> Invoices`. On the invoice, click the :guilabel:`Add Debit " -"Note` button and complete the following information:" +"Note` button, and enter the following information:" msgstr "" "El proceso para las notas de débito es similar al de las notas de crédito. " "Para crear una nota de débito con referencia a una factura, vaya a " ":menuselection:`Contabilidad --> Clientes --> Facturas`. En la factura, haga" -" clic en el botón :guilabel:`Añadir nota de cargo` y complete la siguiente " +" clic en el botón :guilabel:`Añadir nota de cargo` e ingrese la siguiente " "información:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:321 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:374 msgid ":guilabel:`Reason`: Type the reason for the debit note." msgstr ":guilabel: `Motivo`: Escriba el motivo de la nota de débito." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:322 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:375 msgid ":guilabel:`Debit note date`: Select the specific options." msgstr "" ":guilabel:`Fecha de la nota de débito`: seleccione las opciones específicas." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:323 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:376 msgid "" ":guilabel:`Copy lines`: Select this option if you need to register a debit " "note with the same lines of invoice." @@ -24182,7 +25089,7 @@ msgstr "" ":guilabel:`Copiar líneas`: seleccione esta opción si necesita registrar una " "nota de débito con las mismas líneas de la factura." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:325 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 msgid "" ":guilabel:`Use Specific Journal`: Select the printer point for your debit " "note, or leave it empty if you want to use the same journal as the original " @@ -24192,25 +25099,25 @@ msgstr "" "para su nota de débito, o déjelo vacío si desea utilizar el mismo diario que" " la factura original." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:328 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:381 msgid "When done, click :guilabel:`Create Debit Note`." msgstr "Al finalizar, haga clic en :guilabel:`crear nota de débito`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:331 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:384 msgid "Support document for vendor bills" msgstr "Documento de soporte para las facturas de proveedor" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:333 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:386 msgid "" "With master data, credentials, and the purchase journal configured for " -"support documents related to vendor bills, you can start using support " -"documents." +"support documents related to vendor bills, you can start using *support " +"documents*." msgstr "" "Una vez que haya configurado los datos maestros, las credenciales y el " -"diario de compras, puede empezar a utilizar los documentos de soporte " -"relacionados con las facturas de proveedores" +"diario de compras, puede empezar a utilizar los *anexos relacionados* con " +"las facturas de proveedores." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:336 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 msgid "" "Support documents for vendor bills can be created from your purchase order " "or manually. Go to :menuselection:`Accounting --> Vendors --> Bills` and " @@ -24220,15 +25127,15 @@ msgstr "" "de compra o de forma manual. Vaya a :menuselection:`Contabilidad --> " "Proveedores --> Facturas` y complete los siguientes datos:" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:339 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:392 msgid ":guilabel:`Vendor`: Enter the vendor's information." msgstr ":guilabel:`Proveedor`: complete la información del proveedor." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:340 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:393 msgid ":guilabel:`Bill Date`: Select the date of the bill." msgstr ":guilabel:`Fecha de factura`: seleccione la fecha de la factura." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:394 msgid "" ":guilabel:`Journal`: Select the journal for support documents related to the" " vendor bills." @@ -24236,14 +25143,14 @@ msgstr "" ":guilabel:`Diarios`: seleccione el diario para los anexos relacionados a las" " facturas de proveedor." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:342 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:395 msgid "" ":guilabel:`Invoiced Lines`: Specify the products with the correct taxes." msgstr "" ":guilabel:`Líneas de factura`: especifica los productos con los impuestos " "correspondientes." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:397 msgid "" "Once reviewed, click the :guilabel:`Confirm` button. Upon confirmation, an " "XML file is created and automatically sent to Carvajal." @@ -24252,11 +25159,11 @@ msgstr "" "confirmar se creará un archivo XML que se enviará de forma automática a " "Carvajal." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "Errores comunes" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:405 msgid "" "During the XML validation, the most common errors are related to missing " "master data (*Contact Tax ID*, *Address*, *Products*, *Taxes*). In such " @@ -24268,7 +25175,7 @@ msgstr "" "*Productos*, *Impuestos*). En estos casos, se mostrará un mensaje de error " "en el chatter después de actualizar el estado de la factura electrónica." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:356 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:409 msgid "" "After the master data is corrected, it's possible to reprocess the XML with " "the new data and send the updated version, using the :guilabel:`Retry` " @@ -24284,11 +25191,11 @@ msgstr "" "Errores de validación XML que se muestran en el chatter de la factura en " "Odoo." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:421 msgid "Certificado de Retención en ICA" msgstr "Certificado de retención en ICA" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:423 msgid "" "This report is a certification to vendors for withholdings made for the " "Colombian Industry and Commerce (ICA) tax. The report can be found under " @@ -24306,11 +25213,11 @@ msgstr "" "Reporte de Certificado de retención en ICA en la aplicación Contabilidad de " "Odoo." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:432 msgid "Certificado de Retención en IVA" msgstr "Certificado de retención en IVA" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:380 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:434 msgid "" "This report issues a certificate on the amount withheld from vendors for VAT" " withholding. The report can be found under :menuselection:`Accounting --> " @@ -24327,11 +25234,11 @@ msgstr "" "Reporte de Certificado de retención en IVA en la aplicación Contabilidad de " "Odoo." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:388 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:443 msgid "Certificado de Retención en la Fuente" msgstr "Certificado de retención en la Fuente" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:390 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:445 msgid "" "This certificate is issued to partners for the withholding tax that they " "have made. The report can be found under :menuselection:`Accounting --> " @@ -29737,7 +30644,19 @@ msgstr "" msgid "Mexico" msgstr "México" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:22 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 +msgid "" +"A video on the Mexican localization is also available. This video covers how" +" to implement this localization from scratch, including how to set up the " +"configurations, how to complete common workflows, and provides an in-depth " +"look at several specific use cases, as well." +msgstr "" +"Contamos con un video que explica la localización mexicana, el cual cubre " +"cómo implementarla desde cero, cómo configurarla, cómo completar flujos de " +"trabajo comunes, y también proporciona un análisis más profundo de varios " +"casos de uso específicos. " + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:24 msgid "" "`Video webinar of a complete demo " "`_." @@ -29745,58 +30664,57 @@ msgstr "" "`Webinar de una demostración completa " "`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:29 msgid "" -"Odoo users in Mexico have access to a set of modules that allow them to sign" -" electronic invoices according to the specifications of the |SAT| for " -"`version 4.0 of the CFDI " -"`_" -" , a legal requirement as of January 1, 2022." +"The Odoo Mexican localization modules allow for the signing of electronic " +"invoices, according to the specifications of the |SAT| for `version 4.0 of " +"the CFDI `_, " +"a legal requirement, as of January 1, 2022. These modules also add relevant " +"accounting reports (such as: the |DIOT|, enables foreign trade, and the " +"creation of delivery guides)." msgstr "" -"Los usuarios de Odoo en México tienen acceso a un conjunto de módulos que " -"les permite firmar facturas electrónicas siguiendo las especificaciones del " -"|SAT| para la `versión 4.0 del CFDI " -"`_" -" , el cual es un requisito legal desde el 1 de enero de 2022." +"Los módulos de Odoo para la localización mexicana son compatibles con la " +"firma electrónica de facturas de acuerdo con las regulaciones del |SAT| " +"para `la versión 4.0 del CFDI `_, " +"el cual es un requisito legal desde el 1° de enero del 2022. Estos módulos " +"también incluyen reportes contables relevantes (como el |DIOT|, que admite " +"el comercio exterior y la creación de guías de envío). " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:32 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 msgid "" -"These modules also add relevant accounting reports (such as the |DIOT|, " -"enable foreign trade, and the creation of delivery guides)." +"In order to electronically sign any documents in Odoo, ensure the *Sign* " +"application is installed." msgstr "" -"Estos módulos también añaden reportes contables importantes (por ejemplo, " -"|DIOT|, habilita el comercio internacional y la creación de guías de " -"entrega)." +"Para firmar de manera electrónica cualquier documento en Odoo, asegúrese de " +"tener instalada la aplicación *Firma*. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:39 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 msgid "Requirements" msgstr "Requisitos" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:41 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:45 msgid "" -"Before making the necessary configurations to have the Mexican localization " -"installed in Odoo, it is necessary to meet the following requirements:" +"It is necessary to meet the following requirements before configuring the " +"Mexican localization modules in Odoo:" msgstr "" -"Antes de realizar todo el proceso para tener la localización mexicana " -"instalada en Odoo, asegúrese de contar con los siguientes requisitos:" +"Es necesario que cumpla los siguientes requisitos antes de configurar los " +"módulos de localización mexicana en Odoo: " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:46 -msgid "" -"Be registered in the |SAT|, with a valid :abbr:`RFC (Registro Federal de " -"Contribuyentes)`." -msgstr "" -"Estar registrado en el |SAT| con un :abbr:`RFC (Registro Federal de " -"Contribuyentes)` válido." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:50 +msgid "Be registered in the |SAT|, with a valid |RFC|." +msgstr "Estar registrado en el |SAT| y tener un |RFC| válido." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:47 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:51 msgid "" "Have a `Certificate of Digital Seal `_ (CSD)." +"programas/ certificado-de-sello-digital>`_ (CSD)." msgstr "" "Tener un `Certificado de Sello Digital `_ (CSD)." +"programas/ certificado-de-sello-digital>`_ (CSD)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:49 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 msgid "" "Choose a PAC (Proveedor Autorizado de Certificación / Authorized " "Certification Provider). Currently, Odoo works with the following |PAC|\\s: " @@ -29810,78 +30728,84 @@ msgstr "" "`_ y `SW Sapien - Smarter Web " "`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "" "Have knowledge and experience with billing, sales, and accounting in Odoo. " -"This documentation contains only the necessary information to use Odoo." +"This documentation **only** contains the necessary information needed to use" +" Odoo." msgstr "" "Contar con conocimiento y experiencia en facturación, ventas y contabilidad " -"en Odoo. Esta documentación contiene solo la información necesaria para " -"permitir el uso de Odoo en una empresa establecida en México." +"en Odoo. Esta documentación solo contiene la información necesaria para usar" +" Odoo. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:59 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 +msgid "Installing modules" +msgstr "Instalación de los módulos" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:63 msgid "" -":ref:`Install ` the following modules to get the main " -"features of the Mexican localization:" +":ref:`Install ` the following modules to get all the " +"features of the Mexican localization. The :doc:`Accounting <../accounting>` " +"and *Contacts* modules are required to be installed for this configuration:" msgstr "" -":ref:`Instale ` los siguientes módulos para obtener todas " -"las funciones de la localización mexicana:" +":ref:`Instale` los siguientes módulos para tener todas las " +"funciones de la localización mexicana. Los módulos de :doc:`contabilidad " +"<../accounting>` y *contactos* son obligatorios para esta configuración: " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:69 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:74 msgid ":guilabel:`Mexico - Accounting`" msgstr ":guilabel:`México - Contabilidad`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:70 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 msgid "`l10n_mx`" msgstr "`l10n_mx`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 msgid "" -"The default :doc:`fiscal localization package " -"`, adds accounting " -"characteristics for the Mexican localization, such as the most common taxes " -"and the chart of accounts based on `the SAT account grouping code " +"The default :doc:`fiscal localization package <../fiscal_localizations>`, " +"adds accounting characteristics for the Mexican localization, such as: the " +"most common taxes and the chart of accounts – based on `the SAT account " +"grouping code " "`_." msgstr "" -"El :doc:`paquete de localización fiscal " -"` predeterminado añade " -"características de contabilidad a la localización mexicana, como los " -"impuestos más comunes y el plan de cuentas basado en `el código de " -"agrupación de cuentas del SAT " +"El :doc:`paquete de localización fiscal <../fiscal_localizations>` " +"predeterminado agrega características contables para la localización " +"mexicana, por ejemplo: los impuestos más usados y el plan de cuentas de " +"acuerdo con `el código de agrupación de cuentas del SAT " "`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:80 msgid ":guilabel:`EDI for Mexico`" msgstr ":guilabel:`EDI para México`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:81 msgid "`l10n_mx_edi`" msgstr "`l10n_mx_edi`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:77 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 msgid "" "Includes all the technical and functional requirements to generate and " "validate :doc:`Electronics Documents " -"`, " -"based on the technical documentation published by the SAT. This allows you " -"to send invoices (with or without addendas) and payment complements to the " +"<../accounting/customer_invoices/electronic_invoicing>` — based on the " +"technical documentation published by the |SAT|. This allows you to send " +"invoices (with or without addedums) and payment complements to the " "government." msgstr "" "Incluye todos los requisitos técnicos y funcionales para generar y validar " ":doc:`documentos electrónicos " -"` " -"según la documentación técnica publicada por el SAT. Esto permitirá el envío" -" de facturas (con o sin adendas) y complementos de pago al gobierno." +"<../accounting/customer_invoices/electronic_invoicing>` según la " +"documentación técnica publicada por el SAT. Esto le permite enviar facturas " +"(con o sin adendas) y complementos de pago al gobierno. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:86 msgid ":guilabel:`EDI v4.0 for Mexico`" msgstr ":guilabel:`EDI v4.0 para México`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:83 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 msgid "`l10n_mx_edi_40`" msgstr "`l10n_mx_edi_40`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:84 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:88 msgid "" "Necessary to create XML documents with the correct specifications of the " "CFDI 4.0." @@ -29889,9 +30813,69 @@ msgstr "" "Es necesario para crear documentos XML con las especificaciones necesarias " "del CFDI 4.0." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:89 +msgid ":guilabel:`Odoo Mexican Localization Reports`" +msgstr ":guilabel:`Reportes de la localización mexicana de Odoo`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 +msgid "`l10n_mx_reports`" +msgstr "`l10n_mx_reports`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 msgid "" -"When you install a database from scratch by selecting :guilabel:`Mexico` as " +"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " +"Balance, and |DIOT|." +msgstr "" +"Adapta los reportes para la contabilidad electrónica mexicana: plan de " +"cuentas, balanza de comprobación y |DIOT|." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:93 +msgid ":guilabel:`Mexico - Localization Reports for Closing`" +msgstr ":guilabel:`México - Reportes de la localización para el cierre`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 +msgid "`l10n_mx_reports_closing`" +msgstr "`l10n_mx_reports_closing`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 +msgid "" +"Necessary to create the Closing Entry (Also known as the *month 13th move*)." +msgstr "" +"Es necesario para crear el asiento de cierre (también conocido como *mes " +"13*)." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:96 +msgid ":guilabel:`Odoo Mexican XML Polizas Export`" +msgstr ":guilabel:`Exportación en XML de pólizas mexicanas de Odoo`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:97 +msgid "`l10n_mx_xml_polizas`" +msgstr "`l10n_mx_xml_polizas`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 +msgid "" +"Allows the export of XML files of Journal Entries for a compulsory audit." +msgstr "" +"Permite la exportación de archivos XML de sus asientos de diario para las " +"auditorías obligatorias." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 +msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" +msgstr "" +":guilabel:`Módulo de enlace para la exportación de pólizas mexicanas en XML " +"a EDI`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 +msgid "`l10n_mx_xml_polizas_edi`" +msgstr "`l10n_mx_xml_polizas_edi`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 +msgid "Complements the module `l10n_mx_xml_polizas`." +msgstr "Complementa el módulo `l10n_mx_xml_polizas`." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:104 +msgid "" +"When installing a database from scratch and selecting :guilabel:`Mexico` as " "the country, Odoo automatically installs the following modules: " ":guilabel:`Mexico - Accounting`, :guilabel:`EDI for Mexico`, and " ":guilabel:`EDI v4.0 for Mexico`." @@ -29901,93 +30885,24 @@ msgstr "" "Contabilidad`, :guilabel:`EDI para México`, y :guilabel:`EDI v4.0 para " "México`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 -msgid "" -"The following modules are needed to add Mexico's Electronic Accounting. They" -" require the :doc:`Accounting ` module to " -"be installed." -msgstr "" -"Si desea utilizar la contabilidad electrónica mexicana, necesita instalar el" -" módulo :doc:`Contabilidad ` y los " -"siguientes:" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 -msgid ":guilabel:`Odoo Mexican Localization Reports`" -msgstr ":guilabel:`Reportes de la localización mexicana de Odoo`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:102 -msgid "`l10n_mx_reports`" -msgstr "`l10n_mx_reports`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:103 -msgid "" -"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " -"Balance, and DIOT." -msgstr "" -"Adapta los reportes para la contabilidad electrónica mexicana: plan de " -"cuentas, balanza de comprobación y DIOT." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:105 -msgid ":guilabel:`Mexico - Localization Reports for Closing`" -msgstr ":guilabel:`México - Reportes de la localización para el cierre`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:106 -msgid "`l10n_mx_reports_closing`" -msgstr "`l10n_mx_reports_closing`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:107 -msgid "" -"Necessary to create the Closing Entry (Also known as the month 13th move)." -msgstr "" -"Es necesario para crear el asiente de cierre (también conocido como mes 13)." - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:108 -msgid ":guilabel:`Odoo Mexican XML Polizas Export`" -msgstr ":guilabel:`Exportación en XML de pólizas mexicanas de Odoo`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:109 -msgid "`l10n_mx_xml_polizas`" -msgstr "`l10n_mx_xml_polizas`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:110 -msgid "" -"Lets you export XML files of your Journal Entries for a compulsory audit." -msgstr "" -"Permite exportar archivos XML de sus asientos de diario para las auditorías " -"obligatorias." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:111 -msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" -msgstr "" -":guilabel:`Módulo de enlace para la exportación de pólizas mexicanas en XML " -"a EDI`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:112 -msgid "`l10n_mx_xml_polizas_edi`" -msgstr "`l10n_mx_xml_polizas_edi`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:113 -msgid "Complements the module `l10n_mx_xml_polizas`." -msgstr "Complementa el módulo `l10n_mx_xml_polizas`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 msgid "" "The following modules are optional. It's recommended to install them *only* " -"if you meet a specific requirement. Make sure that they are needed for your " +"if meeting a specific requirement. Make sure that they are needed for the " "business." msgstr "" "Los siguientes módulos son opcionales pero se recomienda instalarlos *solo " "si* los necesita para satisfacer una necesidad empresarial específica." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:118 msgid ":guilabel:`EDI for Mexico (Advanced Features)`" msgstr ":guilabel:`EDI para México (funciones avanzadas)`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:119 msgid "`l10n_mx_edi_extended`" msgstr "`l10n_mx_edi_extended`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 msgid "" "Adds the external trade complement to invoices: A legal requirement for " "selling products to foreign countries." @@ -29995,58 +30910,58 @@ msgstr "" "Añade el complemento de comercio exterior a las facturas: un requisito legal" " para vender productos en el extranjero." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 msgid ":guilabel:`EDI v4.0 for Mexico (COMEX)`" msgstr ":guilabel:`EDI v4.0 para México (COMEX)`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 msgid "`l10n_mx_edi_extended_40`" msgstr "`l10n_mx_edi_extended_40`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 msgid "Adapts the module `l10n_mx_edi_extended` for CFDI 4.0." msgstr "Adapta el módule `l10n_mx_edi_extended` para CFDI 4.0." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 msgid ":guilabel:`Mexico - Electronic Delivery Guide`" msgstr ":guilabel:`México - Guía de entrega electrónica`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 msgid "`l10n_mx_edi_stock`" msgstr "`l10n_mx_edi_stock`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 msgid "" -"Lets you create a \"Carta Porte\": a bill of lading that proves to the " +"Lets you create a *Carta Porte*: A bill of lading that proves to the " "government you are sending goods between A & B with a signed electronic " "document." msgstr "" -"Le permite crear una \"Carta Porte\": es un conocimiento de embarque que le " +"Le permite crear una *Carta Porte*: es un conocimiento de embarque que le " "prueba al gobierno que está enviando bienes entre A&B con un documento " "electrónico firmado." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:136 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 msgid ":guilabel:`Electronic Delivery Guide for Mexico CFDI 4.0`" msgstr ":guilabel:`Guía electrónica de entrega para México CFDI 4.0`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 msgid "`l10n_mx_edi_stock_40`" msgstr "`l10n_mx_edi_stock_40`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:138 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 msgid "Adapts the module `l10n_mx_edi_stock` for CFDI 4.0" msgstr "Adapta el módule `l10n_mx_edi_stock` para CFDI 4.0" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 msgid ":guilabel:`Odoo Mexico Localization for Stock/Landing`" msgstr "" ":guilabel:`Localización mexicana de Odoo para las existencias y el embarque`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:140 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 msgid "`l10n_mx_edi_landing`" msgstr "`l10n_mx_edi_landing`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 msgid "" "Allows managing customs numbers related to landed costs in electronic " "documents." @@ -30054,75 +30969,75 @@ msgstr "" "Permite gestionar los números de identificación comercial (NICO) " "relacionados con los costos de embarque en documentos electrónicos." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 msgid "" -"After installing the correct modules, you must verify that the company is " -"configured with the correct data. To do so, go to :menuselection:`Settings " -"--> General Settings --> Companies` and select :guilabel:`Update Info` under" -" your company name." +"After installing the correct modules, the next step is to verify that your " +"company is configured with the correct data. To do so, go to " +":menuselection:`Settings --> General Settings --> Companies`, and select " +":guilabel:`Update Info` under your company name." msgstr "" "Después de instalar los módulos correctos, debe verificar que la empresa se " "haya configurado con los datos correctos. Para hacerlo vaya a " ":menuselection:`Ajustes --> Ajustes generales --> Empresas` y seleccione " -":guilabel:`Actualizar información` bajo el nombre de la empresa." +":guilabel:`Actualizar información` debajo del nombre de su empresa." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:150 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:143 msgid "" -"Enter your full :guilabel:`Address` in the resulting form including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +"Enter the full :guilabel:`Address` in the resulting form, including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" "Escriba su :guilabel:`dirección` completa en el formulario que aparecerá y " "no olvide incluir el :guilabel:`código postal`, el :guilabel:`estado`, el " ":guilabel:`país`, y el RFC (:guilabel:`número de identificación fiscal`)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:153 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 msgid "" -"According to the requirements of the CFDI 4.0, the name of your main contact" -" must coincide to your business name registered in the SAT without the legal" -" entity abbreviation." +"According to the requirements of the CFDI 4.0, the name of the main company " +"contact **must** coincide with your business name registered in the |SAT|, " +"without the legal entity abbreviation." msgstr "" -"Según los requisitos del CFDI 4.0, el nombre del contacto principal debe " -"coincidir con el nombre de la empresa registrado en el SAT sin la " +"Según los requisitos del CFDI 4.0, el nombre del contacto principal **debe**" +" coincidir con el nombre de la empresa registrado en el SAT sin la " "abreviatura de persona moral." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Requirements for a correct invoicing." -msgstr "Requisitos para una correcta facturación." +msgid "Main company contact requirements for a correct invoicing." +msgstr "Requisitos principales de la empresa para facturar correctamente" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:160 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:154 msgid "" -"From a legal point of view, a Mexican company must use the local currency " -"(MXN). Therefore, Odoo does not provide features to manage an alternative " -"configuration. If you want to manage another currency, let MXN be the " -"default currency and use a :doc:`pricelist " -"` instead." +"From a legal point of view, a Mexican company **must** use the local " +"currency (MXN). Therefore, Odoo does not provide features to manage an " +"alternative configuration. If you want to manage another currency, let MXN " +"be the default currency and use a :doc:`pricelist " +"<../../sales/sales/products_prices/prices/pricing>`, instead." msgstr "" -"Desde un punto de vista legal, una empresa mexicana debe usar la divisa " +"Desde un punto de vista legal, una empresa mexicana **debe** usar la divisa " "local (MXN). Por lo tanto, Odoo no brinda funciones para gestionar una " "configuración alterna. Si desea gestionar otra divisa, deje que MXN sea la " "divisa predeterminada y use una :doc:`lista de precios " "` en su lugar." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:165 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:159 msgid "" "Next, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing" -" (MX) --> Fiscal Regime`, and select the regime that applies to your company" -" from the drop-down list." +" (MX) --> Fiscal Regime`, then select the regime that applies to your " +"company from the drop-down list, and click :guilabel:`Save`." msgstr "" -"A continuación, vaya a :menuselection:`Ajustes --> Contabilidad --> " -"Facturación electrónica (MX) --> Régimen fiscal`, y seleccione el régimen " -"que usa su empresa desde la lista desplegable." +"Luego, vaya a :menuselection:`Ajustes --> Contabilidad --> Facturación " +"electrónica (MX) --> Régimen fiscal`, y seleccione el régimen que usa su " +"empresa desde la lista desplegable y haga clic en :guilabel:`Guardar`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Fiscal regime configuration." -msgstr "Configuración del régimen fiscal." +msgid "Fiscal regime configuration in the Accounting settings." +msgstr "Configuración del régimen fiscal en los ajustes de Contabilidad. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:168 msgid "" -"If you want to test the Mexican localization, you can configure the company " -"with a real address within Mexico (including all fields), add `EKU9003173C9`" -" as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " +"If you want to test the Mexican localization, the company can be configured " +"with a real address within Mexico (including all fields), and add " +"`EKU9003173C9` as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " ":guilabel:`Company Name`. For the :guilabel:`Fiscal Regime`, use " ":guilabel:`General de Ley Personas Morales`." msgstr "" @@ -30132,36 +31047,37 @@ msgstr "" ":guilabel:`nombre de empresa`. Para el :guilabel:`Régimen fiscal`, use " ":guilabel:`General de Ley Personas Morales`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:178 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:623 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:653 msgid "Contacts" msgstr "Contactos" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:180 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:176 msgid "" "To create a contact that can be invoiced, go to :menuselection:`Contacts -->" -" Create`. Then enter the contact's name, full :guilabel:`Address` including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +" Create`. Then, enter the contact name, full :guilabel:`Address` including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" "Si desea crear un contacto para enviarle facturas, vaya a " ":menuselection:`Contactos --> Crear`. Ingrese el nombre del contacto y " ":guilabel:`dirección completa`. No olvide incluir el :guilabel:`código " -"postal`, :guilabel:`estado`, :guilabel:`país`, y :guilabel:`RFC`." +"postal`, :guilabel:`estado`, :guilabel:`país`, y :guilabel:`RFC` " +"(:guilabel:`número de identificación fiscal`)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:185 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:181 msgid "" "As with your own company, all of your contacts needs to have their correct " "business name registered in the |SAT|. This also applies to the " -":guilabel:`Fiscal Regime` which needs to be added in the :guilabel:`MX EDI` " -"tab." +":guilabel:`Fiscal Regime`, which needs to be added in the :guilabel:`MX EDI`" +" tab." msgstr "" "Dentro de su empresa, asegúrese de que sus contactos tengan escrito su " -"nombre de forma correcta en el |SAT|. Lo mismo es aplicable para el " -":guilabel:`régimen fiscal`, el cual se necesita agregar en la pestaña " +"nombre de forma correcta en el |SAT|. Lo mismo aplica para el " +":guilabel:`régimen fiscal`, el cual debe agregar en la pestaña " ":guilabel:`EDI MX`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:188 msgid "" "Some additional configurations for factor type and tax objects need to be " "added to the sales taxes in order to properly sign invoices." @@ -30169,99 +31085,117 @@ msgstr "" "También es necesario configurar el tipo de factor y los objetos fiscales " "para poder firmar correctamente las facturas." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:196 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 msgid "Factor type" msgstr "Tipo factor" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:198 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:194 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Taxes` then enable " -"the :guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab " -"for all records with the :guilabel:`Tax Type` set as :guilabel:`Sales`." +"The *Factor Type* field is pre-loaded in the default taxes. If new taxes are" +" created, you need to make sure to configure this field. To do so, go to " +":menuselection:`Accounting --> Configuration --> Taxes`, then enable the " +":guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab for " +"all records, with the :guilabel:`Tax Type` set as :guilabel:`Sales`." msgstr "" -"Vaya a :menuselection:`Contabilidad --> Configuración --> Impuestos` y " -"active el campo :guilabel:`Tipo Factor` en la pestaña :guilabel:`Opciones " -"avanzadas` para todos los registros con el :guilabel:`Tipo de impuesto` " -"configurado como :guilabel:`Ventas`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:202 -msgid "" -"This is pre-loaded in the default taxes. If new ones are created, you need " -"to make sure to fill this field." -msgstr "" -"Este dato está predefinido de manera predeterminada en los impuestos. Si se " -"crean nuevos, debe asegurarse de completar este campo." +"El campo *tipo de factor* ya viene con los impuestos predeterminados. Si " +"crea nuevos impuestos, asegúrese de configurar este campo. Para hacerlo, " +"vaya a :menuselection:`Contabilidad--> Configuración --> Impuestos`, luego " +"active el campo :guilabel:`tipo de factor` en la pestaña :guilabel:`Opciones" +" avanzadas` para todos los registros con el :guilabel:`Tipo de impuesto` " +"configurado como :guilabel:`Ventas`. " #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes configuration." -msgstr "Configuración de impuestos." +msgid "Factor Type Sales tax type configuration." +msgstr "Configuración del tipo de impuesto tipo de factor de ventas." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:209 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 msgid "" -"Mexico manages two different kinds of 0% VAT: *0% VAT* and *VAT Exempt*. For" -" the former, select the :guilabel:`Factor Type` :guilabel:`Tasa`. For the " -"latter, use :guilabel:`Exento`." +"Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" msgstr "" -"México utiliza dos tipos diferentes para el IVA al 0%: *tasa 0%* y *exento " -"de IVA*. Para el primero, seleccione :guilabel:`Tasa` como :guilabel:`tipo " -"de factor` y para el segundo, use :guilabel:`Exento`." +"México trabaja con dos tipos diferentes de IVA 0% para amoldarse a dos " +"escenarios:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:213 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:206 +msgid "*0% VAT* set the :guilabel:`Factor Type` as :guilabel:`Tasa`" +msgstr "" +"*IVA 0%* establece el :guilabel:`Tipo de factor` como :guilabel:`Tasa`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 +msgid "*VAT Exempt* set the :guilabel:`Factor Type` as :guilabel:`Exento`" +msgstr "" +"*Exento de IVA* establece el :guilabel:`Tipo de factor` como " +":guilabel:`Exento`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:210 msgid "Tax object" msgstr "Objeto de impuestos" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:215 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:212 msgid "" -"One requirement of the CFDI 4.0 is that the resulting XML file needs or does" -" not need to break down the taxes of the operation. There are three " -"different possible values that are added depending on specific " -"configurations:" +"One requirement of the CFDI 4.0 is that the resulting XML file needs (or " +"does not need) to break down the taxes of the operation. There are three " +"different possible values that are added in the XML file:" msgstr "" "Uno de los requisitos del CFDI 4.0 es que el archivo XML resultante necesita" -" o no necesita desglosar los impuestos de la operación. Hay tres posibles " -"valores diferentes que se agregan según las configuraciones específicas:" +" (o no) desglosar los impuestos de la operación. Hay tres posibles valores " +"diferentes que se agregan al archivo XML: " + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 +msgid "" +"`01`: Not subject to tax - this value is added automatically if your invoice" +" line doesn't contain any taxes." +msgstr "" +"`01`: No está sujeto a impuestos - este valor se añade de manera automática " +"si su línea contable no contiene impuestos. " + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:218 +msgid "" +"`02`: Subject to tax - this is the default configuration of any invoice line" +" that contains taxes." +msgstr "" +"`02`: Sujeto a impuestos - está es la configuración predeterminada de " +"cualquier línea contable que contenga impuestos. " #: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 -msgid "`01`: Not subject to tax - your invoice must not contain any taxes." -msgstr "`01`: No objeto de impuesto, su factura no debe contener impuestos." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:220 msgid "" -"`02`: Subject to tax - your invoice contains taxes (default configuration)." +"`03`: Subject to tax and not forced to break down - this value can be " +"triggered on-demand for certain customers to replace the value 02." msgstr "" -"`02`: Si objeto de impuesto, su factura contiene impuestos (esta es la " -"configuración predeterminada)." +"`03`: Sí objeto del impuesto y no obligado al desglose. Puede activar este " +"valor si es necesario reemplazar el valor 02 para ciertos clientes." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:221 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:222 msgid "" -"`03`: Subject to tax and not forced to breakdown - your invoice contains " -"taxes, and the contact configuration has the :guilabel:`No Tax Breakdown` " -"checkbox activated." +"To use the `03` value, navigate to :menuselection:`Contacts --> your " +"customer's invoice --> MX EDI tab`, and activate the :guilabel:`No Tax " +"Breakdown` checkbox." msgstr "" -"`03`: Sí objeto del impuesto y no obligado al desglose. Su factura contiene " -"impuestos. Además, la configuración de contacto tiene la casilla de " -"verificación :guilabel:`Sin desglose de impuestos` seleccionada." +"Vaya a :menuselection:`Contactos --> la factura de su cliente --> pestaña MX" +" EDI` para usar el valor `03` y seleccione la casilla :guilabel:`Sin " +"desglose de impuestos`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Tax Breakdown SAT." -msgstr "Desglose de impuestos del SAT." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:228 -msgid "" -"The :guilabel:`No Tax Breakdown` value applies only to specific fiscal " -"regimes and/or taxes. Consult your accountant first if it is needed for your" -" business before doing any modification." +msgid "No Tax Breakdown option on the MX EDI tab of the customer's invoice." msgstr "" -"El valor :guilabel:`Sin desglose de impuestos` se aplica solo a algunos " -"regímenes fiscales o impuestos específicos. Antes de hacer cualquier " -"modificación le recomendamos consultar primero a su contador, así sabrá si " -"es necesario para su negocio." +"La opción \"Sin desglose de impuestos\" en la pestaña MX EDI de la factura " +"del cliente." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:232 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:230 +msgid "" +"The :guilabel:`No Tax Breakdown` value applies **only** to specific fiscal " +"regimes and/or taxes. Consult your accountant first to see if it is needed " +"for your business before making any modification." +msgstr "" +"El valor :guilabel:`Sin desglose de impuestos` aplica **solo** a algunos " +"regímenes fiscales o impuestos específicos. Le recomendamos que consulte a " +"su contador antes de hacer cualquier modificación, así sabrá si es necesario" +" para su negocio." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:235 msgid "Other tax configurations" msgstr "Otras configuraciones fiscales" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:234 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:237 msgid "" "When registering a payment, Odoo will carry out the movement of taxes from " "the *Cash Basis Transition Account* to the account set in the " @@ -30276,144 +31210,158 @@ msgstr "" "Efectivo`) en el asiento contable al reclasificar impuestos. **No elimine " "esta cuenta**." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:239 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:242 msgid "" -"If you create a new tax, you need to add the correct :guilabel:`Tax Grids` " -"for it (`IVA`, `ISR` or `IEPS`). Odoo only supports these three groups of " -"taxes." +"If you create a new tax in :menuselection:`Accounting --> Configuration --> " +"Taxes`, you need to add the correct :guilabel:`Tax Grids` for it (`IVA`, " +"`ISR` or `IEPS`). Odoo **only** supports these three groups of taxes." msgstr "" -"Si crea un nuevo impuesto, debe agregar las :guilabel:`tablas de impuesto` " -"adecuadas para ello (`IVA`, `ISR` o `IEPS`). Odoo solo es compatible con " +"Si crea un nuevo impuesto en :menuselection:`Contabilidad --> Configuración " +"--> Impuestos`, también debe agregar las :guilabel:`tablas de impuesto` " +"correspondientes (`IVA`, `ISR` o `IEPS`). Odoo **solo** es compatible con " "estos tres grupos de impuestos." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes accounts." -msgstr "Cuentas de impuestos." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:248 -msgid "" -"To configure products, go to the :guilabel:`Accounting` tab, and in the " -":guilabel:`UNSPSC Product Category` field, select the category that " -"represents that product. The process can be done manually or through :doc:`a" -" bulk import `." -msgstr "" -"Para configurar los productos, vaya a la pestaña :guilabel:`Contabilidad` y " -"en el campo :guilabel:`Categoría de producto UNSPSC` seleccione la categoría" -" que representa ese producto. El proceso se puede realizar de forma manual o" -" mediante :doc:`una importación masiva " -"`." +msgid "Tax accounts available for Odoo." +msgstr "Cuentas disponibles en Odoo." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:253 msgid "" -"All products need to have a |SAT| code associated with them in order to " +"To configure products, go to :menuselection:`Accounting --> Customers --> " +"Products`, then select a product to configure, or :guilabel:`Create` a new " +"one. In the :guilabel:`Accounting` tab, and in the :guilabel:`UNSPSC Product" +" Category` field, select the category that represents the product. The " +"process can be done manually, or through :doc:`a bulk import " +"<../../general/export_import_data>`." +msgstr "" +"Para configurar los productos, vaya a :menuselection:`Contabilidad --> " +"Clientes --> Productos` y seleccione el producto a configurar o " +":guilabel:`cree` uno nuevo. Diríjase a la pestaña :guilabel:`Contabilidad` y" +" busque el campo :guilabel:`Categoría de producto UNSPSC`, allí seleccione " +"la categoría que representa al producto. Puede realizar este proceso de " +"forma manual o mediante :doc:`una importación masiva " +"<../../general/export_import_data>`." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:259 +msgid "" +"All products need to have an |SAT| code associated with them in order to " "prevent validation errors." msgstr "" "Todos los productos deben tener asociada una clave del |SAT| para evitar " "errores de validación." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:257 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Facturación electrónica" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:260 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:266 msgid "PAC credentials" msgstr "Credenciales de comité de cuentas públicas" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:262 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 msgid "" "After you have processed your `Private Key (CSD) " "`_ with the |SAT|, you must register " +"traves-de-la-aplicacion- certifica>`_ with the |SAT|, you **must** register " "directly with the :ref:`PAC ` of your choice before you " "start creating invoices from Odoo." msgstr "" "Después de que haya procesado su `certificado de sello digital (CSD) " "`_ con el |SAT|, debe registrarse " +"traves-de-la-aplicacion- certifica>`_ con el |SAT|, **debe** registrarse " "directamente con el :ref:`PAC ` de su elección antes de " "empezar a crear facturas con Odoo." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:267 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:273 msgid "" -"Once you created your account with any of these providers, go to " +"Once you've created your account with any of these providers, go to " ":menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. " "Under the :guilabel:`MX PAC` section, enter the name of your |PAC| with your" " credentials (:guilabel:`PAC username` and :guilabel:`PAC password`)." msgstr "" "Una vez que haya creado su cuenta con cualquiera de estos proveedores, vaya " -"a :menuselection:`Ajustes--> Contabilidad --> Facturación Electrónica (MX)`." -" En la sección :guilabel:`PAC MX` introduzca el nombre de su |PAC| con sus " +"a :menuselection:`Ajustes--> Contabilidad --> Facturación electrónica (MX)`." +" En la sección :guilabel:`PAC MX` escriba el nombre de su |PAC| con sus " "credenciales (:guilabel:`Nombre de usuario PAC` y :guilabel:`Contraseña del " "PAC`)." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "PAC credentials." -msgstr "Credenciales del proveedor autorizado de certificación." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:275 -msgid "" -"If you do not have credentials and want to test the electronic invoicing, " -"you can activate the :guilabel:`Test Environment` checkbox and select " -":guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " -"username or password." +msgid "Configuring PAC credentials from the Accounting settings." msgstr "" -"Si no tiene credenciales y desea probar las funciones de facturación " -"electrónica, marque la casilla :guilabel:`Entorno de prueba` y seleccione " -":guilabel:`Solución factible` como |PAC|. No es necesario que escriba el " -"nombre de usuario o contraseña." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:280 -msgid ".cer and .key certificates" -msgstr "Certificados .cer y .key" +"Configuración de las credenciales del PAC desde los ajustes de Contabilidad." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:282 msgid "" -"You need to upload the `digital certificates of the company " -"`_ " -"within the section :guilabel:`MX Certificates`. Select :guilabel:`Add a " -"line` and a window will open. Click on :guilabel:`Create`, and from there " -"upload your digital certificate (:file:`.cer` file), your key (:file:`.key` " -"file), and your password. To finish, click on :guilabel:`Save and Close`." +"If you do not have credentials, but want to test the electronic invoicing, " +"you can activate the :guilabel:`MX PAC test environment` checkbox, and " +"select :guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " +"username or password for a test environment." msgstr "" -"Debe subir los `certificados digitales de la empresa " -"`_ a " -"la sección :guilabel:`Certificados MX`. Seleccione :guilabel:`Agregar una " -"línea` y se abrirá una ventana. Haga clic en :guilabel:`Nuevo` y desde allí " -"suba su certificado digital (el archivo con extensión :file:`.cer`), su " -"clave (el archivo :file:`.key`) y su contraseña. Por último, haga clic en " -":guilabel:`Guardar y cerrar`." +"En caso de que no cuente con estas credenciales pero desee probar las " +"funciones de facturación electrónica, marque la casilla :guilabel:`Entorno " +"de prueba PAC MX` y seleccione :guilabel:`Solución factible` como |PAC|. No " +"es necesario que escriba un nombre de usuario o contraseña para un entorno " +"de prueba." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:287 +msgid ".cer and .key certificates" +msgstr "Certificados .cer y .key" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:289 +msgid "" +"The `digital certificates of the company " +"`_ " +"must be uploaded within the :guilabel:`MX Certificates` section. To do so, " +"navigate to :menuselection:`Settings --> Accounting --> Electronic Invoicing" +" (MX)`. Under the :guilabel:`MX Certificates` section, select :guilabel:`Add" +" a line`, and a window will open. Click :guilabel:`Create`, and from there, " +"upload your digital :guilabel:`Certificate` (:file:`.cer` file), your " +":guilabel:`Certificate Key` (:file:`.key` file), and your " +":guilabel:`Certificate Password`. To finish, click on :guilabel:`Save & " +"Close`." +msgstr "" +"Los `certificados de sello digital de la empresa " +"`_ " +"deben estar en la sección :guilabel:`Certificados MX`. Vaya a " +":menuselection:`Ajustes --> Contabilidad --> Facturación electrónica (MX)` " +"y, desde la sección :guilabel:`Certificados MX`, seleccione " +":guilabel:`Agregar una línea`. Aparecerá una ventana, allí haga clic en " +":guilabel:`Crear` y suba su :guilabel:`certificado` (el archivo " +":file:`.cer`), la :guilabel:`llave del certificado` (el archivo " +":file:`.key`) y la :guilabel:`contraseña del certificado`. Por último, haga " +"clic en :guilabel:`Guardar y cerrar`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Certificate and key." -msgstr "Certificado y clave." +msgid "Certificate and key upload inputs." +msgstr "Campos para subir el certificado y la llave del certificado." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:292 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 msgid "" "If you still do not have one of the contracted |PAC|\\s and you want to test" -" electronic invoicing you can use the following |SAT| test certificates:" +" electronic invoicing, you can use the following |SAT| test certificates:" msgstr "" -"Si aún no tiene uno de los |PAC|\\s contratados y desea probar las " -"funcionalidades de la facturación electrónica, puede utilizar los siguientes" -" certificados de prueba del |SAT|:" +"Si aún no ha contratado algún |PAC| y desea probar la función de facturación" +" electrónica, puede utilizar los siguientes certificados de prueba del " +"|SAT|: " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:295 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:306 msgid ":download:`Certificate `" msgstr ":download:`Certificado `" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:296 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 msgid ":download:`Certificate Key `" msgstr ":download:`Clave de certificado `" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:297 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:308 msgid "**Password**: ``12345678a``" msgstr "**Contraseña**: ``12345678a``" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:311 msgid "Workflows" msgstr "Flujos de trabajo" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:305 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:316 msgid "" "The invoicing process in Odoo is based on `Annex 20 " "`_ version" @@ -30423,52 +31371,57 @@ msgstr "" "20 `_ de " "la facturación electrónica del |SAT|." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:312 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:323 msgid "" "To start invoicing from Odoo, a customer invoice must be created using the " -":doc:`standard invoicing flow " -"`." +":doc:`standard invoicing flow <../accounting/customer_invoices>`." msgstr "" -"Para comenzar a facturar desde Odoo, debe crear una factura de cliente " -"mediante el :doc:`flujo de facturación estándar " -"`." +"Es necesario que cree una factura de cliente con el :doc:`flujo de " +"facturación estándar <../accounting/customer_invoices>` para comenzar a " +"facturar desde Odoo." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:315 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:326 msgid "" -"When the document is in draft mode, you can make any changes to it (add the " -"correct :guilabel:`Payment Way` or :guilabel:`Usage` that the customer might" -" require, for example.)" +"While the document is in draft mode, changes can be made to it (the correct " +":guilabel:`Payment Way` or :guilabel:`Usage` that the customer might require" +" can be added, for example.)" msgstr "" -"Cuando el documento se encuentra en modo borrador, puede realizar cualquier " -"modificación. Por ejemplo, puede agregar la :guilabel:`forma de pago` o " -":guilabel:`uso` correspondiente que el cliente podría necesitar." +"Puede realizar cualquier modificación necesaria si el documento se encuentra" +" en modo borrador. Por ejemplo, puede agregar la :guilabel:`forma de pago` " +"adecuada o el :guilabel:`uso` correspondiente que el cliente podría " +"necesitar." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:318 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:329 msgid "" "After you :guilabel:`Confirm` the customer invoice, a blue message appears " "stating: :guilabel:`The invoice will be processed asynchronously by the " -"following E-invoicing service: CFDI (4.0)`. Pressing the :guilabel:`Process " -"Now` button sends the document to be signed by the government. On success, " -"the :guilabel:`Fiscal Folio` field appears on the document and the XML file " -"is attached in the chatter." +"following E-invoicing service: CFDI (4.0)`." msgstr "" -"Después de que :guilabel:`confirme` la factura del cliente, aparece un " -"mensaje azul que con el texto :guilabel:`Este servicio de facturación " -"electrónica procesará la factura de forma asíncrona: CFDI (4.0)`. Al " -"presionar el botón :guilabel:`Procesar ahora` enviará el documento al " -"gobierno para que lo firmen. Si esta operación resulta exitosa, el campo " -":guilabel:`Folio fiscal` aparece en el documento y el archivo XML se adjunta" -" en el chatter." +"Tras :guilabel:`confirmar` la factura del cliente, aparece el siguiente " +"mensaje en color azul: :guilabel:`Este servicio de facturación electrónica " +"procesará la factura de forma asíncrona: CFDI (4.0)`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:325 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:332 msgid "" -"If you press :guilabel:`Retry` in the field :guilabel:`SAT status` of the " -"invoice, you can confirm if the XML file is valid in the SAT." +"Pressing the :guilabel:`Process Now` button sends the document to the " +"government so it can be signed. After receiving the signed document back " +"from the government, the :guilabel:`Fiscal Folio` field appears on the " +"document, and the XML file is attached in the chatter." msgstr "" -"Si presiona :guilabel:`Reintentar` en el campo :guilabel:`Estado del SAT` de" -" la factura, puede confirmar si el archivo XML es válido en el SAT." +"Cuando presiona el botón :guilabel:`Procesar ahora` envía el documento al " +"gobierno para que puedan firmarlo. Después de que el gobierno se lo devuelve" +" firmado, aparece el campo :guilabel:`folio fiscal` y el archivo XML se " +"adjunta al chatter." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:328 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +msgid "" +"If you click :guilabel:`Retry` in the :guilabel:`SAT status` field on the " +"invoice, you can confirm if the XML file is valid in the |SAT|." +msgstr "" +"Puede confirmar si el archivo XML es válido en el |SAT| si hace clic en " +":guilabel:`Reintentar` en el campo :guilabel:`Estado del SAT` de la factura." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:340 msgid "" "If you are in a testing environment, you will always receive the message " ":guilabel:`Not Found`." @@ -30476,21 +31429,21 @@ msgstr "" "Si se encuentra en un entorno de prueba, siempre recibirá el mensaje " ":guilabel:`No se encuentra`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:330 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:342 msgid "" -"To send the signed invoice to your client by mail, you can send the XML " -"together with the PDF file directly from Odoo by clicking the " -":guilabel:`Send and Print` button. You can also download the PDF file to " -"your computer by clicking the :guilabel:`Print` button and selecting the " -"desired option." +"To send the signed invoice to your client by mail, you can send both the XML" +" and PDF files together, directly from Odoo, by clicking the :guilabel:`Send" +" & Print` button. You can also download the PDF file to your computer, by " +"clicking the :guilabel:`Print` button, and selecting the desired print " +"option." msgstr "" -"Para enviar la factura firmada a su cliente, puede enviar el XML junto con " -"el archivo PDF directamente desde Odoo si hace clic en el botón " -":guilabel:`Enviar e imprimir`. También puede descargar el archivo PDF a su " -"computadora si hace clic en el botón :guilabel:`Imprimir` y selecciona la " -"opción deseada." +"Para enviar la factura firmada a su cliente, puede enviar ambos archivos, " +"XML y PDF, desde Odoo si hace clic en el botón :guilabel:`Enviar e " +"imprimir`. También puede descargar el archivo PDF a su computadora si hace " +"clic en el botón :guilabel:`Imprimir` y selecciona la opción " +"correspondiente." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 msgid "" "While an invoice is a document type \"I\" (Ingreso), a credit note is a " "document type \"E\" (Egreso)." @@ -30498,118 +31451,123 @@ msgstr "" "El tipo de documento de una factura es \"I\" (Ingreso), el de una nota de " "crédito es \"E\" (Egreso)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:339 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:352 msgid "" "The only addition to the :doc:`standard flow for credit notes " -"` is that, " -"as a requirement of the SAT, there has to be a relation between a credit " -"note and an invoice through the fiscal folio." +"<../accounting/customer_invoices/credit_notes>` is that, as a requirement of" +" the |SAT|, there has to be a relation between a credit note and an invoice " +"through the fiscal folio." msgstr "" -"La única adición al :doc:`flujo estándar de las notas de crédito " -"` es que, " -"como requisito del SAT, debe haber una relación entre una nota de crédito y " -"una factura mediante el folio fiscal." +"Lo único que cambia para el :doc:`flujo estándar de las notas de crédito " +"<../accounting/customer_invoices/credit_notes>` es que, como requisito del " +"|SAT|, debe haber una relación entre una nota de crédito y una factura " +"mediante el folio fiscal." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:343 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 msgid "" -"Because of this, the field :guilabel:`CFDI Origin` adds this relation with a" -" `01|`, followed by the fiscal folio of the original invoice." +"Because of this requirement, the field :guilabel:`CFDI Origin` adds this " +"relation with a `01|`, followed by the fiscal folio of the original invoice." msgstr "" -"Debido a esto, el campo :guilabel:`Origen del CFDI` agrega esta relación con" -" `01|`, seguido del folio fiscal de la factura original." +"Debido a este requisito, el campo :guilabel:`Origen del CFDI` agrega esta " +"relación mediante `01|`, seguido del folio fiscal de la factura original." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Creating a credit note." -msgstr "Crear una nota de crédito." +msgid "Example CFDI Origin number." +msgstr "Número de origen del CFDI de ejemplo." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 msgid "" -"For the :guilabel:`CFDI Origin` field to be added automatically, use the " -"button :guilabel:`Add Credit Note` from the invoice instead of creating it " +"For the :guilabel:`CFDI Origin` field to be automatically added, use the " +":guilabel:`Add Credit Note` button from the invoice, instead of creating it " "manually." msgstr "" -"Utilice el botón :guilabel:`Agregar nota de crédito` en la factura en lugar " -"de crearla de forma manual, así el campo :guilabel:`Origen del CFDI` se " -"agregará en automático." +"Utilice el botón :guilabel:`Agregar nota de crédito` que se encuentra en la " +"factura en lugar de crearla de forma manual, así el campo :guilabel:`Origen " +"del CFDI` se agregará en automático." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:354 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 msgid "Payment complements" msgstr "Complementos de pago" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:357 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:371 msgid "Payment policy" msgstr "Política de pago" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:359 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:373 msgid "" -"One of the additions of the Mexican Localization is the field " -":guilabel:`Payment Policy`. `According to the SAT documentation " +"One addition of the Mexican localization is the :guilabel:`Payment Policy` " +"field . `According to the SAT documentation " "`_, there may be 2 types of payments:" msgstr "" -"Además, se agregó el campo :guilabel:`Política de pago` a la localización " -"mexicana. La `documentación del SAT " +"Además, la localización mexicana ahora cuenta con el campo " +":guilabel:`Política de pago`. La `documentación del SAT " "`_" " menciona que puede haber 2 tipos de pagos:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" msgstr "`PUE` - Pago en una Sola Exhibición" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:365 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:378 msgid "" "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or " "Deferred)" msgstr "`PPD` - Pago en Parcialidades o Diferido" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:367 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 msgid "" "The difference lies in the *Due Date* or *Payment Terms* of the invoice." msgstr "" "La diferencia depende de la *fecha de vencimiento* o las *condiciones de " "pago* de la factura." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:382 msgid "" -"To configure |PUE| invoices, you must select an invoice :guilabel:`Due Date`" -" within the same month or choose a payment term that does not imply changing" +"To configure |PUE| invoices, navigatge to :menuselection:`Accounting --> " +"Customers --> Invoices`, and either select an invoice :guilabel:`Due Date` " +"within the same month, or choose a payment term that does not imply changing" " the due month (immediate payment, 15 days, 21 days, all falling within the " "current month)." msgstr "" -"Para configurar facturas |PUE| debe seleccionar una :guilabel:`fecha de " -"vencimiento` de la factura dentro del mismo mes o elegir una condición de " -"pago que no implique cambiar el mes de vencimiento (pago inmediato, 15 días," -" 21 días, todo dentro del mes actual)." +"Vaya a :menuselection:`Contabilidad --> Clientes --> Facturas` para " +"configurar facturas |PUE|. Allí, elija una factura con :guilabel:`fecha de " +"vencimiento` dentro del mismo mes o una condición de pago que no implique " +"cambiar el mes de vencimiento (pago inmediato, 15 días, 21 días, todo dentro" +" del mes en curso)." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PUE requirements." msgstr "Ejemplo de una factura con los requisitos de PUE." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 msgid "" -"Some :guilabel:`Payment Terms` are already installed by default. You can " -"check them in :menuselection:`Accounting --> Configuration --> Payment " +"Some :guilabel:`Payment Terms` are already installed by default, and can be " +"managed from :menuselection:`Accounting --> Configuration --> Payment " "Terms`." msgstr "" -"Algunas :guilabel:`condiciones de pago` ya están instaladas de forma " -"predeterminada. Puede consultarlas en :menuselection:`Contabilidad --> " +"Algunas :guilabel:`condiciones de pago` están instaladas de forma " +"predeterminada y puede gestionarlas en :menuselection:`Contabilidad --> " "Configuración --> Condiciones de pago`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:395 msgid "" -"To configure |PPD| invoices, you need to choose a :guilabel:`Due Date` after" -" the first day of the following month (this also applies if your " -":guilabel:`Payment Term` is due in the following month)." +"To configure |PPD| invoices, navigate to :menuselection:`Accounting --> " +"Customers --> Invoices`, and select an invoice with a :guilabel:`Due Date` " +"after the first day of the following month. This also applies if your " +":guilabel:`Payment Term` is due in the following month." msgstr "" -"Para configurar facturas |PPD| debe elegir una :guilabel:`fecha de " -"vencimiento` después del primer día del mes siguiente (esto también aplica " -"si sus :guilabel:`condiciones de pago` vencen en el mes siguiente)." +"Vaya a :menuselection:`Contabilidad --> Clientes --> Facturas` para " +"configurar facturas para configurar facturas |PPD|. Allí, elija una factura " +"con la :guilabel:`fecha de vencimiento` después del primer día del siguiente" +" mes. Esto también aplica si sus :guilabel:`condiciones de pago` vencen el " +"siguiente mes." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PPD requirements." msgstr "Ejemplo de una factura con los requisitos de PPD." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:387 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:404 msgid "" "Because the |PPD| policy implies that an invoice is not going to get paid at" " the moment, the correct :guilabel:`Payment Way` for the |PPD| invoices is " @@ -30619,69 +31577,77 @@ msgstr "" "momento, la :guilabel:`forma de pago` adecuada para las facturas de |PPD| es" " :guilabel:`99 - Por Definir`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 msgid "Payment flow" msgstr "Flujo de pago" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:394 -msgid "" -"In both cases, the payment process in Odoo :doc:`is the same " -"`, the main difference " -"would be that payments related to |PPD| invoices trigger the creation of a " -"document type \"P\" (Pago)." -msgstr "" -"En ambos casos, el proceso de pago en Odoo :doc:`es el mismo " -"`. La principal " -"diferencia sería que los pagos relacionados con las facturas de |PPD| hacen " -"que se origine un documento de tipo \"P\" (Pago)." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:398 -msgid "" -"If a payment is related to a |PUE| invoice, it can be registered with the " -"wizard and be associated with the corresponding invoice. Its status will be " -":guilabel:`In Payment` since the payment is effectively validated when it is" -" bank reconciled." -msgstr "" -"Si un pago está relacionado con una factura de |PUE|, entonces puede " -"registrarse en el asistente y asociarse con la factura correspondiente. Su " -"estado será :guilabel:`En pago`, ya que el pago se valida efectivamente " -"cuando se realice la conciliación bancaria." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:405 -msgid "" -"While this process is the same for PPD invoices, the addition of the " -"creation of an :doc:`electronic document " -"` " -"means that some additional requirements are needed to correctly send the " -"document to the SAT." -msgstr "" -"Si bien este proceso es el mismo para las facturas PPD, la adición de la " -"creación de un :doc:`documento electrónico " -"` " -"significa que son necesarios algunos requisitos adicionales para poder " -"enviar correctamente el documento al SAT." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 -msgid "" -"You need to confirm the specific :guilabel:`Payment Way` where you received " -"the payment. Because of this, this field cannot be :guilabel:`99 - Por " -"Definir` (To Define)." -msgstr "" -"Es necesario que confirme la :guilabel:`forma de pago` específica donde " -"recibió el pago, así que este campo no puede ser :guilabel:`99 - Por " -"Definir`." - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:411 msgid "" -"If you are going to add a bank account to the customer in the " -":guilabel:`Accounting` tab of their contact, it needs to have a valid " -"number." +"In both cases, the payment process in Odoo :doc:`is the same " +"<../accounting/customer_invoices>`, the main difference being payments " +"related to |PPD| invoices trigger the creation of a document type \"P\" " +"(Pago)." msgstr "" -"Si agregará la cuenta bancaria del cliente en la pestaña " -":guilabel:`Contabilidad` de su contacto, debe tener un número válido." +"En ambos casos, el proceso de pago en Odoo :doc:`es el mismo " +"<../accounting/customer_invoices>`. La diferencia principal es que los pagos" +" relacionados con las facturas |PPD| hacen que se origine un documento de " +"tipo \"P\" (Pago)." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:415 msgid "" +"If a payment is related to a |PUE| invoice, it can be registered with the " +"wizard, and be associated with the corresponding invoice. To do so, navigate" +" to :menuselection:`Accounting --> Customers --> Invoices`, and select an " +"invoice. Then, click the :guilabel:`Register Payment` button. The invoice " +"status changes to :guilabel:`In Payment`, since the payment is effectively " +"validated when it is bank reconciled." +msgstr "" +"Si un pago está relacionado a una factura |PUE| puede registrarlo con el " +"asistente y asociarlo a la factura correspondiente. Vaya a " +":menuselection:`Contabilidad --> Clientes --> Facturas`, seleccione una " +"factura y haga clic en el botón :guilabel:`Registrar pago`. El estado de la " +"factura cambia a :guilabel:`En proceso de pago`, ya que el pago se validará " +"cuando el banco lo concilie." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:422 +msgid ":doc:`../accounting/bank/reconciliation`" +msgstr ":doc:`../accounting/bank/reconciliation`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:424 +msgid "" +"While this process is the same for PPD invoices, the addition of the " +"creating an :doc:`electronic document " +"<../accounting/customer_invoices/electronic_invoicing>` means some " +"additional requirements are needed to correctly send the document to the " +"|SAT|." +msgstr "" +"Si bien este proceso es el mismo para las facturas PPD, el tener que crear " +"un :doc:`documento electrónico " +"<../accounting/customer_invoices/electronic_invoicing>` indica que es " +"necesario cumplir con algunos requisitos adicionales para poder enviar el " +"documento al |SAT| de forma correcta." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:428 +msgid "" +"From an invoice, you need to confirm the specific :guilabel:`Payment Way` " +"where you received the payment. Because of this, the :guilabel:`Payment Way`" +" field **cannot** be set as `99 - Por Definir (To Define)`." +msgstr "" +"Desde una factura, es necesario que confirme la :guilabel:`forma de pago` " +"específica donde recibió el pago y por este motivo **no** puede establecer " +":guilabel:`99 - Por Definir` en el campo :guilabel:`forma de pago`." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:432 +msgid "" +"If you are going to add a bank account number in the :guilabel:`Accounting` " +"tab of a customer's contact card, it must have a valid account number." +msgstr "" +"Si agregará el número de cuenta bancaria a la pestaña " +":guilabel:`Contabilidad` en la tarjeta de contacto de su cliente, debe ser " +"un número válido." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:436 +msgid "" "The exact configurations are in the `Anexo 20 of the SAT " "`_. " "Usually, the :guilabel:`Bank Account` needs to be 10 or 18 digits for " @@ -30692,15 +31658,16 @@ msgstr "" "lo general, la :guilabel:`cuenta bancaria` debe tener 10 o 18 dígitos para " "las transferencias y 16 para las tarjetas de crédito o débito." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:419 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 msgid "" "If a payment is related to a signed invoice with the :guilabel:`Payment " "Policy` `PPD`, Odoo generates the corresponding payment complement " -"automatically once you press :guilabel:`Process Now`." +"automatically, once you click :guilabel:`Process Now`." msgstr "" "Si un pago está relacionado con una factura firmada con `PPD` como " ":guilabel:`política de pago`, Odoo genera el complemento de pago " -"correspondiente en automático cuando presiona :guilabel:`Procesar ahora`." +"correspondiente en automático cuando hace clic en :guilabel:`Procesar " +"ahora`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "CFDI (4.0) E-invoicing service process payment now message." @@ -30708,47 +31675,49 @@ msgstr "" "Mensaje para procesar ahora el pago en el servicio de facturación CFDI " "(4.0.)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:426 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 msgid "" -"A payment in MXN cannot be used to pay multiple invoices in USD. Rather, the" -" payment should be separated into multiple payments created using the " +"A payment in MXN **cannot** be used to pay multiple invoices in USD. " +"Instead, the payment should be separated into multiple payments, using the " ":guilabel:`Register Payment` button on the corresponding invoices." msgstr "" -"Un pago en MXN no se puede utilizar para pagar varias facturas en USD. El " -"pago se debe separar en varios pagos creados mediante el botón " -":guilabel:`Registrar pago` en las facturas correspondientes." +"Un pago en MXN **no** se puede utilizar para pagar varias facturas en USD. " +"El pago se debe separar en varios pagos, para esto use el botón " +":guilabel:`Registrar pago` que se ubica en las facturas correspondientes." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:431 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:454 msgid "Invoice cancellations" msgstr "Cancelar facturas" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:433 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 msgid "" -"It is possible to cancel the EDI documents sent to the SAT. According to the" -" `Reforma Fiscal 2022 `_, since January 1st 2022, there are two requirements for " -"this:" +"It is possible to cancel the EDI documents sent to the |SAT|. According to " +"the `Reforma Fiscal 2022 `_, since January 1st, 2022, there are two " +"requirements for this:" msgstr "" -"Es posible cancelar los documentos EDI que envió al SAT. Según la `Reforma " -"Fiscal 2022 `_, desde el 1 de enero de 2022 existen dos requisitos para " "ello:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:437 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 msgid "" -"With all cancellation requests, you have to specify a *cancellation reason*." +"With all cancellation requests, you **must** specify a *cancellation " +"reason*." msgstr "" -"Con todas las solicitudes de cancelación, debe especificar un *motivo de " -"cancelación*." +"**Debe** especificar un *motivo de cancelación* en todas las solicitudes de " +"cancelación." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:438 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:461 msgid "" -"After 24 hours have passed, the client must be asked to accept the " -"cancellation." +"After 24 hours have passed since the creation of the invoice, the client " +"**must** be asked to accept the cancellation." msgstr "" -"Después de 24 horas, se le solicitará al cliente que acepte la cancelación." +"24 horas después de la creación de la factura **debe** solicitarle al " +"cliente que acepte la cancelación." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:464 msgid "" "There are four different cancellation reasons. In Odoo, you can cancel " "invoices with the reasons *01 Invoices sent with errors with a relation*, " @@ -30758,89 +31727,93 @@ msgstr "" "facturas con los motivos *01 - Comprobantes emitidos con errores con " "relación* y *02 - Comprobantes emitidos con errores sin relación*." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:444 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:467 +msgid "" +"The following sections break down the process of canceling invoices for each" +" cancellation reason in Odoo." +msgstr "" +"Las siguientes secciones desglosan el proceso de cancelación de facturas " +"para cada motivo de cancelación en Odoo." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:471 +msgid "" +"Odoo has certain limitations to canceling invoices in the |SAT|: The reasons" +" 03 and 04 (*Operation did not take place* and *Nominative transactions " +"related to a global invoice*, respectively) are not currently supported by " +"Odoo. For this, you need to cancel the invoice directly in the |SAT|, and " +"press :guilabel:`Retry` in the :guilabel:`SAT Status field`." +msgstr "" +"Odoo tiene algunas limitaciones para cancelar facturas en el |SAT| y, por el" +" momento, no es compatible con los motivos 03 y 04 (que corresponden a *No " +"se llevó a cabo la operación* y *Operación nominativa relacionada en la " +"factura global*). Si necesita usarlos debe cancelar la factura desde el " +"|SAT| y presionar :guilabel:`Reintentar` en el :guilabel:`campo Estado del " +"SAT`. " + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 msgid "01 - invoices sent with errors with a relation" msgstr "01 - comprobante emitido con errores con relación" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:446 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 msgid "" -"This cancellation motive has to be used when a new invoice needs to " -"substitute the original one, due to an error in any field." +"This cancellation reason must be used when a new invoice needs to substitute" +" the original one, due to an error in any field." msgstr "" "Este motivo de cancelación se debe utilizar cuando necesita sustituir la " -"factura original con una nueva, debido a un error en cualquier campo." +"factura original con una nueva debido a un error en cualquier campo." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 -msgid "Copy the :guilabel:`Fiscal Folio` of the *old invoice*" -msgstr "Copie el :guilabel:`Folio fiscal` de la *factura antigua*." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:450 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 msgid "" -"Paste it into the field :guilabel:`CFDI Origin` of the *new invoice*, " -"followed by a `04|`" +"Begin by navigating to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. Copy the :guilabel:`Fiscal Folio` " +"from the old invoice. Then, navigate to the new invoice, and in the " +":guilabel:`CFDI Origin` field, add the value `04|` and paste the " +":guilabel:`Fiscal Folio` of the old invoice after the value. Finally, sign " +"the new document." msgstr "" -"Péguelo en el campo :guilabel:`Origen del CFDI` de la *nueva factura*, " -"seguido de un `04|`." +"Vaya a :menuselection:`Contabilidad --> Clientes --> Facturas`, seleccione " +"la factura anterior y copie su :guilabel:`folio fiscal`. Luego, vaya a la " +"nueva factura y en el campo :guilabel:`Origen del CFDI` agregue el valor " +"`04|`, pegue el :guilabel:`folio fiscal` de la factura anterior junto a ese " +"valor y, por último, firme el nuevo documento." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:451 -msgid "Sign the new document." -msgstr "Firme el nuevo documento." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Old invoice with CFDI Origin." -msgstr "Factura antigua con origen del CFDI." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:487 msgid "" -"Go back to the *old invoice*, the field :guilabel:`Substituted By` should " -"appear." +"Next, navigate back to the old invoice, and notice the " +":guilabel:`Substituted By` field is now available. Click the " +":guilabel:`Request EDI Cancellation` button on the old invoice, and then " +"click :guilabel:`Process Now` in the blue section that appears. The invoice " +"status changes to :guilabel:`Canceled`, and a confirmation is logged in the " +"chatter." msgstr "" -"Regrese a la *factura antigua*, debería aparecer el campo " -":guilabel:`Sustituido por`." +"Vaya a la factura anterior, ahora aparece el campo :guilabel:`Sustituida " +"por`. Haga clic en el botón :guilabel:`Solicitar la cancelación de EDI` en " +"esa factura, aparecerá una sección azul, allí haga clic en " +":guilabel:`Procesar ahora`. El estado de la factura cambia a " +":guilabel:`Cancelado` y la confirmación de esta acción se registra en el " +"chatter." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:457 -msgid "Click the :guilabel:`Request EDI Cancellation` button." -msgstr "Haga clic en el botón :guilabel:`Solicitar la cancelación de EDI`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:458 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 msgid "" -"As if it were a regular invoice, a blue field then appears on the invoice. " -"Click :guilabel:`Process Now`." -msgstr "" -"Como si fuera una factura normal, aparecerá un campo azul en la factura. " -"Haga clic en :guilabel:`Procesar ahora`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 -msgid "" -"The invoice status is moved to :guilabel:`Cancelled` and you receive a " -"confirmation in the chatter." -msgstr "" -"El estado de la factura cambia a :guilabel:`Cancelado`, recibirá una " -"confirmación en el chatter." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 01 properly canceled." -msgstr "Factura 01 cancelada de forma correcta." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:466 -msgid "" -"Now, the invoice should be canceled in the SAT too. You can confirm that " -"this was done correctly by pressing :guilabel:`Retry` in the SAT status " +"Now, the invoice should be canceled in the |SAT| as well. You can confirm " +"this was done correctly, by pressing :guilabel:`Retry` in the |SAT| status " "field." msgstr "" -"Ahora, también debe cancelar la factura en el SAT. Puede confirmar que esto " -"se hizo de forma correcta si presiona :guilabel:`Reintentar` en el campo de " -"estado del SAT." +"La factura también debería estar cancelada en el |SAT|. Para confirmar que " +"no ocurrió ningún error presione :guilabel:`Reintentar` en el campo de " +"estado del |SAT|." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:469 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:495 msgid "" -"If the document was canceled after 24 hours, it is possible that the client " -"must be asked to accept the cancellation in their \"Buzón Tributario\"." +"If the document was canceled more than 24 hours after its creation, you may " +"need to ask the client to accept the cancellation in their “Buzón " +"Tributario” directly from the `SAT website `_." msgstr "" -"Si canceló el documento después de 24 horas, es posible que el cliente deba " -"aceptar la cancelación en su Buzón Tributario." +"Si canceló el documento luego de 24 horas después de su creación quizás deba" +" solicitarle al cliente que acepte la cancelación en su Buzón Tributario " +"desde el `sitio web del SAT `_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:473 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 msgid "" "The `04|` is only a code that helps Odoo to perform this process. It has no " "relation to the method 04 reason for cancellation." @@ -30848,92 +31821,94 @@ msgstr "" "El código `04|` solo tiene la finalidad de ayudar a Odoo a realizar este " "proceso y no tiene relación con el método \"04 motivo de cancelación\"." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Old invoice with CFDI Origin." +msgstr "Factura antigua con origen del CFDI." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "" +"Invoice with the Substituted By field referencing the CFDI Origin invoice." +msgstr "" +"Una factura con el campo \"Sustituida por\" completado con el Origen del " +"CFDI de la factura." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:512 msgid "02 - invoices sent with errors without a relation" msgstr "02 - facturas enviadas con errores sin relación" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:514 msgid "" -"This cancellation motive has to be used when an invoice was sent with an " -"error in any field and does not need to be replaced by another one." +"This cancellation reason has to be used when an invoice was sent with an " +"error in any field, and does not need to be replaced by another one." msgstr "" "Este motivo de cancelación debe utilizarse cuando una factura se emitió con " -"un error en cualquier campo y no debe reemplazarse con otra." +"un error en algún campo y no debe reemplazarse con otra." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:517 msgid "" -"For this case, all that is required is to click on :guilabel:`Request EDI " -"Cancellation`, and then press click the :guilabel:`Process Now` button." +"For this case, navigate to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. From here, the only requirement is to" +" click the :guilabel:`Request EDI Cancellation` button, and then click the " +":guilabel:`Process Now` button." msgstr "" -"En este caso, solo debe hacer clic en :guilabel:`Solicitar la cancelación de" -" EDI` y en el botón :guilabel:`Procesar ahora`." +"Vaya a :menuselection:`Contabilidad --> Clientes --> Facturas` y seleccione " +"la factura anterior. Luego solo debe hacer clic en el botón " +":guilabel:`Solicitar la cancelación de EDI` y después en el botón " +":guilabel:`Procesar ahora`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 02 properly canceled." -msgstr "Factura 02 cancelada de forma correcta." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:488 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:521 msgid "" -"As the field :guilabel:`Substituted By` does not exist, the SAT should " -"detect automatically that the cancellation reason is 02." +"Because the field :guilabel:`Substituted By` does not appear when using this" +" cancellation reason, the |SAT| should automatically detect that the " +"cancellation reason is 02." msgstr "" -"Como el campo :guilabel:`Sustituido por` no existe, el SAT debe detectar de " -"forma automática que el motivo de cancelación es 02." +"El campo :guilabel:`Sustituido por` no aparece al elegir este motivo de " +"cancelación, por lo que el |SAT| debe detectar de forma automática que el " +"motivo de cancelación es 02." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 -msgid "" -"Odoo has certain limitations to canceling invoices in the SAT: The reasons " -"03 and 04 (*Operation did not take place* and *Nominative transactions " -"related to a global invoice*) are not currently supported by Odoo. For this," -" you need to cancel the invoice directly in the SAT and use a *Server " -"Action*." -msgstr "" -"Odoo tiene algunas limitaciones para cancelar facturas en el SAT. Por el " -"momento, Odoo no puede establecer los motivos 03 y 04 (*No se llevó a cabo " -"la operación* y *Operación nominativa relacionada en una factura global*). " -"Debe cancelar la factura desde el SAT y utilizar una *acción del servidor*." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:498 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:525 msgid "Payment cancellations" msgstr "Cancelaciones de pago" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:527 msgid "" "It is also possible to cancel *Payment Complements*. For this, go to the " -"payment and select :guilabel:`Request EDI Cancellation`. As with invoices, a" -" blue button will appear. Select :guilabel:`Process now`, and the document " -"will be sent to the SAT. After a few seconds, you can press " -":guilabel:`Retry` to confirm the current SAT status." +"payment, via :menuselection:`Accounting --> Customers --> Payments`, and " +"select :guilabel:`Request EDI Cancellation`. As with invoices, a blue button" +" will appear. Click :guilabel:`Process now`, and the document will be sent " +"to the |SAT|. After a few seconds, you can click :guilabel:`Retry` to " +"confirm the current |SAT| status." msgstr "" -"También es posible cancelar *complementos de pago*. Para ello, vaya al pago " -"y seleccione :guilabel:`Solicitar la cancelación de EDI`. Al igual que con " -"las facturas, aparecerá un botón azul. Seleccione :guilabel:`Procesar ahora`" -" y el documento será enviado al SAT. Después de unos segundos, puede " -"presionar :guilabel:`Reintentar` para confirmar el estado actual del SAT." +"También puede cancelar los *complementos de pago*. Vaya al pago desde " +":menuselection:`Contabilidad --> Clientes --> Pagos` y seleccione " +":guilabel:`Solicitar la cancelación de EDI`. Al igual que con las facturas, " +"aparecerá un botón azul. Haga clic en :guilabel:`Procesar ahora`, esta " +"acción enviará el documento al |SAT|. Presione :guilabel:`Reintentar` luego " +"de unos segundos para confirmar el estado actual en el |SAT|." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:505 -msgid "The payment moves their status to :guilabel:`Cancelled`." -msgstr "El pago cambia su estado a :guilabel:`Cancelado`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." +msgstr "Por último, el estado del pago se mueve a :guilabel:`Cancelado`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:508 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:536 msgid "" "Just like invoices, when you create a new *Payment Complement*, you can add " -"the relation of the original document by adding a `04|` plus the fiscal " -"folio." +"the relation of the original document, by adding a `04|` plus the fiscal " +"folio in the :guilabel:`CFDI Origin` field." msgstr "" -"Al igual que las facturas, cuando crea un nuevo *complemento de pago*, puede" -" agregar la relación del documento original si agrega el código `04|` y el " -"folio fiscal." +"Al igual que en las facturas, puede agregar la relación del documento " +"original al crear un nuevo *complemento de pago* si agrega el código `04|` y" +" el folio fiscal al campo :guilabel:`Origen del CFDI`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:512 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:540 msgid "Invoicing special use cases" msgstr "Facturación de casos de uso especial" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:515 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:543 msgid "CFDI to public" msgstr "CFDI al público" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:517 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:545 msgid "" "If the customer you are selling goods or services to does not require an " "invoice, a *CFDI to Public* has to be created." @@ -30941,110 +31916,106 @@ msgstr "" "Si el cliente al que vende sus bienes o servicios no requiere una factura, " "entonces debe crear un *CFDI al público*." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:520 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:548 msgid "" -"However, if you use the name `PUBLICO EN GENERAL`, an error will be " -"triggered. This is a main change in the CFDI 4.0 that states that invoices " -"with that specific name needs additional fields." +"If you use the :guilabel:`Customer` name `PUBLICO EN GENERAL`, an error will" +" be triggered. This is a main change in the CFDI 4.0 that requires invoices " +"with that specific name to need additional fields, which Odoo does not " +"currently support. So, for a *CFDI to Public* to be created, you need to add" +" any name to your customer that is **not** `PUBLICO EN GENERAL`. (For " +"example: `CLIENTE FINAL`)." msgstr "" -"Sin embargo, si usa el nombre `PUBLICO EN GENERAL`, ocurrirá un error. Este " -"es un cambio principal en el CFDI 4.0 que establece que las facturas con ese" -" nombre en específico necesitan campos adicionales." +"Ocurrirá un error si utiliza `PUBLICO EN GENERAL` como nombre del " +":guilabel:`Cliente`. Este es cambio más importante para el CFDI 4.0, " +"necesita campos adicionales para facturas con ese nombre específico y, por " +"el momento, Odoo no es compatible con estos campos. Para crear un *CFDI para" +" el público en general* debe usar cualquier otro nombre de cliente que " +"**no** sea `PUBLICO EN GENERAL` (por ejemplo, puede usar `CLIENTE FINAL`)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:523 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:553 msgid "" -"Odoo currently does not support this. So for a *CFDI to Public* to be " -"created, you need to add any name to your customer that is not `PUBLICO EN " -"GENERAL`. (For example `CLIENTE FINAL`)" +"In addition to this, it is required that the :guilabel:`ZIP` code of your " +"company is added, the generic |RFC| is set as `XAXX010101000`, and the " +":guilabel:`Fiscal Regime` of your customer must be set as: `Sin obligaciones" +" fiscales`." msgstr "" -"Por el momento, Odoo no es compatible con estos cambios. Así que para crear " -"un *CFDI al público* debe agregar cualquier nombre a su cliente que no sea " -"`PUBLICO EN GENERAL`, por ejemplo, `CLIENTE FINAL`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:526 -msgid "" -"In addition to this, the zip code of your company, and the generic " -":guilabel:`RFC` ``XAXX010101000`` are needed. The :guilabel:`Fiscal Regime` " -"of your customer must be `Sin obligaciones fiscales`." -msgstr "" -"Además de esto, se necesita el código postal de su empresa y el " -":guilabel:`RFC` genérico ``XAXX010101000``. El :guilabel:`régimen fiscal` de" -" su cliente debe ser `Sin obligaciones fiscales`." +"Además de esto, es necesario que agregue el :guilabel:`código postal` de su " +"empresa, que use el |RFC| genérico `XAXX010101000` y que configure el " +":guilabel:`régimen fiscal` de su cliente como `Sin obligaciones fiscales`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "CFDI to Public Error." -msgstr "Error de CFDI al público" +msgid "CFDI to Public Customer field configuration." +msgstr "Configuración del campo CFDI al público." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:535 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:564 msgid "" "The main currency in Mexico is MXN. While this is mandatory for all Mexican " -"companies, it is possible to send and receive invoices and payments in " -"different currencies. To do this, you can enable the use of " -":doc:`multicurrency " -"`. And select " -":guilabel:`Mexican Bank` as the service in :menuselection:`Accounting --> " -"Settings --> Currency`." +"companies, it is possible to send and receive invoices (and payments) in " +"different currencies. To enable the use of :doc:`multicurrency " +"<../accounting/get_started/multi_currency>`, navigate to the " +":menuselection:`Accounting --> Settings --> Currencies`, and set " +":guilabel:`Mexican Bank` as the :guilabel:`Service` in the " +":guilabel:`Automatic Currency Rates` section. Then, set the " +":guilabel:`Interval` field to the frequency you wish to update the exchange " +"rates." msgstr "" -"La moneda principal en México es MXN. Si bien esto es obligatorio para todas" -" las empresas mexicanas, es posible enviar y recibir facturas y pagos en " -"otras divisas. Para ello, puede habilitar el uso de :doc:`multidivisa " -"`. Seleccione " -":guilabel:`Banco mexicano` como servicio en :menuselection:`Contabilidad -->" -" Configuración --> Divisa`." +"La moneda principal en México es el peso mexicano, MXN. Aunque su uso es " +"obligatorio para todas las empresas mexicanas, también es posible enviar y " +"recibir facturas (y pagos) en otras divisas. Para habilitar el uso de " +":doc:`multidivisa <../accounting/get_started/multi_currency>` vaya a " +":menuselection:`Contabilidad --> Ajustes --> Divisas` y seleccione " +":guilabel:`Banco mexicano` como :guilabel:`servicio` en la sección " +":guilabel:`Tasas de cambio automáticas`. Luego, en el campo " +":guilabel:`Intervalo` elija la frecuencia con la que desea actualizar las " +"tasas de cambio." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:541 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 msgid "" -"This way, in the XML file of the document you get the correct exchange rate " -"and the total amount both in the foreign currency and in MXN." +"This way, the XML file of the document will have the correct exchange rate, " +"and the total amount, in both the foreign currency and in MXN." msgstr "" "De esta manera, en el archivo XML del documento aparecerá el tipo de cambio " -"correcto y la cantidad total tanto en la moneda extranjera como en MXN." +"correcto y el importe total tanto en la divisa extranjera como en MXN." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:544 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 msgid "" "It is highly recommended to use :doc:`a bank account for each currency " -"`." +"<../accounting/bank/foreign_currency>`." msgstr "" -"Es muy recomendable que utilice :doc:`una cuenta bancaria para cada divisa " -"`." +"Le recomendamos que use :doc:`una cuenta bancaria para cada divisa " +"<../accounting/bank/foreign_currency>`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Multi-currency configuration." -msgstr "Configuración multidivisa." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:551 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:578 msgid "" -"The only currencies that automatically update their exchange rate daily are " -"USD, EUR, GBP, and JPY." +"The only currencies that automatically update their exchange rate daily are:" +" USD, EUR, GBP, and JPY." msgstr "" "Las únicas divisas que actualizan su tipo de cambio a diario de forma " "automática son USD, EUR, GBP y JPY." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:555 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Multi-currency configuration in the Accounting settings." +msgstr "Configuración multidivisa en los ajustes de Contabilidad." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:586 msgid "Down payments" msgstr "Anticipos" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:557 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 msgid "" -"There can be cases where you receive a payment in advance from a customer, " +"There can be cases where you receive a payment in advance from a customer " "that needs to be applied to an invoice later. In order to do this in Odoo, " "it is required to properly link invoices to each other with the " -":guilabel:`CFDI Origin` field." +":guilabel:`CFDI Origin` field. To do so, it is necessary to have the " +":doc:`Sales <../../sales>` app installed." msgstr "" -"Es posible que en alguna situación reciba un anticipo de un cliente y que " -"después deba aplicarlo a una factura. Para hacer esto en Odoo, debe vincular" -" correctamente las facturas entre sí con el campo :guilabel:`Origen del " -"CFDI`." +"Es posible que en algún caso reciba un anticipo de un cliente y que después " +"deba aplicarlo a una factura. Para hacer esto en Odoo, debe vincular las " +"facturas entre sí de forma adecuada con el campo :guilabel:`Origen del " +"CFDI`. Es necesario que tenga la aplicación :doc:`Ventas <../../sales>` " +"instalada." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:561 -msgid "" -"It is necessary to have the :doc:`Sales ` app " -"installed." -msgstr "" -"Es necesario que la aplicación :doc:`Ventas ` se " -"encuentre instalada." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:564 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 msgid "" "`The official documentation for registration of down payments in Mexico " "`_." @@ -31052,27 +32023,27 @@ msgstr "" "`La documentación oficial para el registro de anticipos en México " "`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:567 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:597 msgid "" "First, navigate to the :menuselection:`Sales` app to create a product " -"`Anticipo` and configure it: the :guilabel:`Product Type` must be " -":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` `84111506 " -"Servicios de facturación`." +"`Anticipo` and configure it. The :guilabel:`Product Type` must be " +":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` must be: " +"`84111506 Servicios de facturación`." msgstr "" "Vaya a la aplicación :menuselection:`Ventas` para crear el producto " "`Anticipo` y configúrelo. El :guilabel:`tipo de producto` debe ser " -":guilabel:`servicio`, utilice la :guilabel:`categoría UNSPSC` `84111506 " +":guilabel:`servicio`, seleccione la :guilabel:`categoría UNSPSC` `84111506 " "Servicios de facturación`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:601 msgid "" "Then, go to :menuselection:`Sales --> Settings --> Invoicing --> Down " -"Payments` and add the product as the default." +"Payments`, and add the *Anticipo* product as the default." msgstr "" "Después, vaya a :menuselection:`Ventas --> Ajustes --> Facturación --> " -"Anticipos` y agregue el producto como predeterminado." +"Anticipos` y agregue *Anticipo* como producto predeterminado." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 msgid "" "Create a sales order with the total amount, and create a down payment " "(either using a percentage or fixed amount). Then, sign the document, and " @@ -31082,82 +32053,77 @@ msgstr "" "mediante un porcentaje o un importe fijo), firme el documento y " ":guilabel:`registre el pago`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:577 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:607 msgid "" "When the time comes for the customer to get the final invoice, create it " -"again from the same sales order. In the :guilabel:`Create Invoices` wizard " -"select :guilabel:`Regular Invoice` and uncheck :guilabel:`Deduct down " +"again from the same sales order. In the :guilabel:`Create Invoices` wizard, " +"select :guilabel:`Regular Invoice`, and uncheck :guilabel:`Deduct down " "payments`." msgstr "" -"Cuando sea momento de emitir la factura final al cliente, vuelva a crearla a" -" partir de la misma orden de venta. En el asistente para :guilabel:`Crear " -"facturas` seleccione :guilabel:`Factura normal` y desmarque " -":guilabel:`Deducir anticipos`." +"Cuando deba emitir la factura final al cliente, vuelva a crearla a partir de" +" la misma orden de venta. En el asistente para :guilabel:`Crear facturas` " +"seleccione :guilabel:`Factura normal` y desmarque :guilabel:`Deducir " +"anticipos`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:581 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:611 msgid "" -"Then, copy the :guilabel:`Fiscal Folio` from the first invoice and paste it " -"into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " -"`07|`. Sign the document." +"Then, copy the :guilabel:`Fiscal Folio` from the first invoice, and paste it" +" into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " +"`07|` before the value. Then, sign the document." msgstr "" "Luego, copie el :guilabel:`folio fiscal` de la primera factura y péguelo en " -"el :guilabel:`Origen del CDFI` de la segunda factura. Agregue el prefijo " -"`07|` y firme el documento." +"el :guilabel:`origen del CDFI` de la segunda. Agregue el prefijo `07|` antes" +" del valor y después firme el documento." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:584 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:615 msgid "" "After this, create a credit note for the first invoice. Copy the " -":guilabel:`Fiscal Folio` from the second invoice and paste it in the " -":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Sign " -"the document." +":guilabel:`Fiscal Folio` from the second invoice, and paste it in the " +":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Then, " +"sign the document." msgstr "" "Después, cree una nota de crédito para la primera factura. Copie el " -":guilabel:`folio fiscal` de la segunda factura y péguelo en el " -":guilabel:`origen del CFDI` de la nota de crédito. Agregue el prefijo `07|` " +":guilabel:`folio fiscal` de la segunda y péguelo en el campo " +":guilabel:`Origen del CFDI` de la nota de crédito. Agregue el prefijo `07|` " "y firme el documento." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:619 msgid "" "With this, all electronic documents are linked to each other. The final step" " is to fully pay the new invoice. At the bottom of the new invoice, you can " -"find :guilabel:`Outstanding credits` in the credit note, add it as payment. " -"Finally, register the remaining amount with the :guilabel:`Register Payment`" -" wizard." +"find the credit note in the :guilabel:`Outstanding credits` - add it as " +"payment. Finally, register the remaining amount with the :guilabel:`Register" +" Payment` wizard." msgstr "" -"Con esto, todos los documentos electrónicos están vinculados entre sí. El " -"último paso es pagar en su totalidad la nueva factura. En la parte inferior " -"de la nueva factura se encuentran los :guilabel:`créditos pendientes` en la " -"nota de crédito, agréguela como pago. Registre el importe restante con el " -"asistente :guilabel:`Registrar pago`." +"Ahora todos los documentos electrónicos están vinculados entre sí. El último" +" paso es pagar la nueva factura en su totalidad. En la parte inferior de la " +"nueva factura se encuentra la nota de crédito en la sección " +":guilabel:`créditos pendientes`, agréguela como pago. Registre el importe " +"restante con el asistente :guilabel:`Registrar pago`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 msgid "External trade" msgstr "Comercio exterior" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:596 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:627 msgid "" "The external trade is a complement to a regular invoice that adds certain " -"values in both the XML and PDF, according to `SAT regulations " -"`_." +"values in both the XML and PDF, to invoices with a foreign customer " +"according to `SAT regulations " +"`_," +" such as:" msgstr "" "La factura de comercio exterior es un complemento para una factura regular " -"que agrega ciertos valores al XML y el PDF, de acuerdo con los `reglamentos " -"del SAT " +"que agrega algunos valores al XML y el PDF para las facturas de un cliente " +"extranjero de acuerdo con los `reglamentos del SAT " "`_." +" Entre estos valores se encuentran:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:600 -msgid "" -"This adds certain mandatory fields to invoices with a foreign customer, such" -" as:" -msgstr "" -"Este complemento agrega ciertos campos obligatorios a las facturas de un " -"cliente extranjero, como:" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:602 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:631 msgid "The specific address of the receiver and the sender" msgstr "La dirección específica del destinatario y el remitente." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:603 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:632 msgid "" "The addition of a :guilabel:`Tariff Fraction` that identifies the type of " "product" @@ -31165,15 +32131,15 @@ msgstr "" "La adición de una :guilabel:`fracción arancelaria` que identifica el tipo de" " producto." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 msgid "" "The correct :guilabel:`Incoterm` (International Commercial Terms), among " -"others." +"others (*certificate of origin* and *special units of measure*)." msgstr "" -"El :guilabel:`incoterm` (Término de de comercio internacional) correcto, " -"entre otros." +"El :guilabel:`Incoterm` (Términos de comercio internacional), correcto, " +"entre otros (*certificado de origen* y *unidades especiales de medida*)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:606 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:636 msgid "" "This allows the correct identification of exporters and importers, in " "addition to expanding the description of the merchandise sold." @@ -31181,17 +32147,18 @@ msgstr "" "Esto permite identificar de forma correcta a los exportadores e " "importadores, además de ampliar la descripción de la mercancía vendida." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:609 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:639 msgid "" -"Since January 1st, 2018, it is a requirement for taxpayers who carry export " -"operations of A1 type. While the current CFDI is 4.0, the external trade is " -"currently on version 1.1" +"Since January 1, 2018, external trade is a requirement for taxpayers, who " +"carry export operations of type A1. While the current CFDI is 4.0, the " +"external trade is currently on version 1.1" msgstr "" -"Desde el 1 de enero de 2018, es un requisito para los contribuyentes que " -"realizan operaciones de exportación de tipo A1. Mientras que el CFDI actual " -"es 4.0, el comercio exterior se encuentra actualmente en la versión 1.1." +"Desde el 1° de enero del 2018, el comercio externo es un requisito para " +"aquellos contribuyentes que realizan operaciones de exportación de tipo A1. " +"Si bien el CFDI actual es la versión 4.0, la versión actual del comercio " +"externo es la 1.1. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:612 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:642 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended` " "and :guilabel:`l10n_mx_edi_extended_40` have to be installed." @@ -31199,66 +32166,72 @@ msgstr "" "Para utilizar esta función, debe instalar los módulos " ":guilabel:`l10n_mx_edi_extended` y :guilabel:`l10n_mx_edi_extended_40`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:616 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 msgid "" -"Before installing, make sure first that your business needs to use this " -"feature. Consult your accountant first if needed before doing any " -"modification." +"Before installing, make sure your business needs to use this feature. " +"Consult your accountant first, if needed, before installing any modules." msgstr "" "Asegúrese de que su negocio necesita utilizar esta función antes de " "instalarlos. Le recomendamos que primero consulte a su contador antes de " -"hacer cualquier modificación." +"instalar cualquier modulo. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:655 msgid "" -"While the CFDI 4.0 requirements ask you to add a valid zip code in your " -"contact, the external trade complement adds as a mandatory field the " -":guilabel:`City` and the :guilabel:`State`. All three fields must coincide " -"with the `Official SAT Catalog `_ or you will receive an " -"error." +"To configure your company contact for external trade, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select your " +":guilabel:`Company`. While the CFDI 4.0 requirements ask you to add a valid " +":guilabel:`ZIP` code in your contact, the external trade complement adds the" +" requirement that your :guilabel:`City` and the :guilabel:`State` must also " +"be valid. All three fields must coincide with the `Official SAT Catalog " +"`_, or you will receive an error." msgstr "" -"Si bien los requisitos del CFDI 4.0 le piden que agregue un código postal " -"válido a su contacto, el complemento de comercio exterior agrega como campos" -" obligatorios la :guilabel:`ciudad` y el :guilabel:`estado`. Los tres campos" -" deben coincidir con el `Catálogo oficial del SAT `_ o se " -"producirá un error." +"Para configurar el contacto de su empresa para comercio externo, vaya a " +":menuselection:`Contabilidad--> Clientes --> Clientes`, y seleccione su " +":guilabel:`Empresa`. Mientras que los requisitos del CFDI 4.0 le piden que " +"agregue un :guilabel:`código postal` válido a su contacto, el complemento de" +" comercio externo le pide que su :guilabel:`ciudad` y :guilabel:`estado` " +"también deben ser válidos. Todos esos campos deben coincidir con el " +"`Catálogo oficial del SAT `_, o aparecerá un error." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:630 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 msgid "" -"Add the :guilabel:`City` and :guilabel:`State` in the company's contract, " +"Add the :guilabel:`City` and :guilabel:`State` in the company's *contact*, " "not in the company itself. You can find your company's contact in " -":menuselection:`Accounting --> Customers --> Customers`" +":menuselection:`Accounting --> Customers --> Customers`." msgstr "" -"Agregue la :guilabel:`ciudad` y el :guilabel:`estado` al contrato de la " -"empresa, no a la empresa. Puede encontrar el contacto de su empresa en " -":menuselection:`Contabilidad --> Clientes --> Clientes`." +"Agregue la :guilabel:`ciudad` y el :guilabel:`estado` al *contacto* de la " +"empresa, no a la empresa como tal. Puede encontrar el contacto de su empresa" +" en :menuselection:`Contabilidad --> Clientes --> Clientes`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:634 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:666 msgid "" "The fields :guilabel:`Locality` and :guilabel:`Colony Code` are optional and" " can be added in the company directly in :menuselection:`Settings --> " -"General Settings --> Companies`. These two have to coincide with the data in" -" the SAT." +"General Settings --> Companies`. These two fields have to coincide with the " +"data in the |SAT|." msgstr "" "Los campos :guilabel:`entidad federativa` y :guilabel:`código postal` son " "opcionales y puede agregarlos a la empresa directamente desde " ":menuselection:`Ajustes --> Ajustes generales --> Empresas`. Estos dos deben" -" coincidir con los datos del SAT." +" coincidir con los datos del |SAT|." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Optional External Trade Company fields." +msgid "Optional external trade company fields." msgstr "Campos opcionales de comercio exterior para la empresa." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:641 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:674 msgid "" -"The contact data for the foreign receiving client must have the following " -"fields completed to avoid errors:" +"To configure the contact data for a foreign receiving client, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select the " +"foreign client's contact. The contact must have the following fields " +"completed to avoid errors:" msgstr "" -"Los datos de contacto del cliente extranjero receptor deben tener los " -"siguientes campos con su respectiva información completa para evitar " -"errores:" +"Para configurar los datos de contacto de un cliente receptor extranjero, " +"vaya a :menuselection:`Contabilidad --> Clientes--> Clientes`, and select " +"the foreign client's contact. The contact must have the following fields " +"completed to avoid errors:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:644 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:678 msgid "" "The entire company :guilabel:`Address`, including a valid :guilabel:`ZIP` " "code and the foreign :guilabel:`Country`." @@ -31266,7 +32239,7 @@ msgstr "" "La :guilabel:`dirección` completa de la empresa, con un :guilabel:`código " "postal` válido y el :guilabel:`país` extranjero." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:680 msgid "" "The format of the foreign :guilabel:`VAT` (tax identification number, for " "example: Colombia `123456789-1`)" @@ -31274,7 +32247,7 @@ msgstr "" "El formato del :guilabel:`NIF` (número de identificación fiscal) extranjero." " Por ejemplo: Colombia `123456789-1`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:648 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:682 msgid "" "In the :guilabel:`MX EDI` tab, you need to address if the customer receives " "goods for a period of time temporarily (:guilabel:`Temporary`) or " @@ -31284,37 +32257,42 @@ msgstr "" "bienes de forma temporal (:guilabel:`Temporal`) o permanente " "(:guilabel:`Definitiva`)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:686 msgid "" -"If you create this contact based in another from Mexico, make sure that you " -"delete any information in the field :guilabel:`Fiscal Regime`. Do not use " -":guilabel:`No Tax Breakdown` either." +"If the new contact was created by duplicating another existing contact from " +"Mexico, make sure to delete any carried over information from the " +":guilabel:`Fiscal Regime` field. In addition, do not enable the " +":guilabel:`No Tax Breakdown` option. Selecting this option hides mandatory " +"fields that are required for external trade contact configuration." msgstr "" -"Si al crear este contacto toma como referencia otro ubicado en México, " -"asegúrese de eliminar cualquier información en el campo :guilabel:`Régimen " -"fiscal`, tampoco utilice :guilabel:`Sin desglose de impuestos`." +"Si el nuevo contacto se creo al duplicar otro contacto existente de México, " +"asegúrese de eliminar cualquier información transferida del campo " +":guilabel:`régimen fiscal`. Además, no debe activar la opción :guilabel:`Sin" +" desglose fiscal`, de lo contrario, no aparecerán campos obligatorios que " +"son necesarios para configurar contactos de comercio externo." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Customer fields." -msgstr "Campos necesarios para los clientes de comercio exterior." +msgid "Required external trade customer fields." +msgstr "Campos necesarios para clientes de comercio exterior." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:658 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:696 msgid "" -"In the resulting XML and PDF, the :guilabel:`VAT` is automatically replaced " -"by the generic VAT for abroad transactions: `XEXX010101000`." +"In the resulting XML and PDF files, the :guilabel:`VAT` is automatically " +"replaced by the generic VAT for abroad transactions: `XEXX010101000`." msgstr "" -"El :guilabel:`NIF` se sustituye de forma automática con el NIF genérico para" -" transacciones en el extranjero `XEXX010101000` en el XML y PDF resultante." +"En los archivos XML y PDF resultantes, el :guilabel:`NIF` se sustituye de " +"manera automática por un NIF genérico para transacciones al extranjero: " +"`XEXX010101000`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:664 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:702 msgid "" -"All products involved with external trade must fill four fields, two of them" -" exclusive to this feature." +"All products involved with external trade have four fields that are " +"required, two of them exclusive to external trade." msgstr "" -"Todos los productos relacionados con comercio exterior deben tener cuatro " -"campos completos, dos de ellos pertenecen solo a esta característica." +"Todos los productos relacionados con comercio exterior tienen cuatro campos " +"obligatorios, dos de ellos solo pertenecen a comercio externo. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:667 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:705 msgid "" "The :guilabel:`Internal Reference` of the product is in the " ":guilabel:`General Information` tab." @@ -31322,11 +32300,11 @@ msgstr "" "La :guilabel:`referencia interna` del producto se encuentra en la pestaña " ":guilabel:`Información general`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:668 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 msgid "The :guilabel:`Weight` of the product must be more than `0`." msgstr "El :guilabel:`peso` del producto debe ser superior a `0`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:669 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:707 msgid "" "The `correct `_" " :guilabel:`Tariff Fraction` of the product in the :guilabel:`Accounting` " @@ -31336,17 +32314,17 @@ msgstr "" "`_ del producto " "en la pestaña :guilabel:`Contabilidad`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:671 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:709 msgid "" "The :guilabel:`UMT Aduana` corresponds to the :guilabel:`Tariff Fraction`." msgstr "" ":guilabel:`UMT Aduana` corresponde a la :guilabel:`fracción arancelaria`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Product fields." +msgid "Required external trade product fields." msgstr "Campos necesarios para los productos de comercio exterior." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:677 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:716 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `01`, the correct " ":guilabel:`UMT Aduana` is `kg`." @@ -31354,7 +32332,7 @@ msgstr "" "Si el código de UdM de la :guilabel:`fracción arancelaria` es `01`, la " ":guilabel:`UMT Aduana` correcta es `kg`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:679 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:718 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `06`, the correct " ":guilabel:`UMT Aduana` is `Units`." @@ -31362,55 +32340,53 @@ msgstr "" "Si el código de UdM de la :guilabel:`fracción arancelaria` es `06`, la " ":guilabel:`UMT Aduana` correcta es `Unidades`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:683 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 msgid "Invoicing flow" msgstr "Flujo de facturación" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:724 msgid "" "Before creating an invoice, it is important to take into account that " "external trade invoices require to convert the amounts of your product into " -"USD. Therefore, we need to have :doc:`multicurrency enabled " -"` and activate " -"USD in the :guilabel:`Currencies` section. The correct :guilabel:`Service` " -"to run is :guilabel:`Mexican Bank`." +"USD. Therefore, :doc:`multicurrency " +"<../accounting/get_started/multi_currency>` **must** be enabled and *USD* " +"**must** be activated in the :guilabel:`Currencies` section. The correct " +":guilabel:`Service` to run is :guilabel:`Mexican Bank`." msgstr "" "Antes de crear una factura, es importante tener en cuenta que para las " "facturas de comercio exterior es necesario convertir el importe de su " -"producto a USD. Por lo tanto, debe tener las :doc:`multidivisas habilitadas " -"` y activar USD" -" en la sección :guilabel:`Divisas`. El :guilabel:`servicio` correcto a " -"ejecutar es :guilabel:`Banco mexicano`." +"producto a USD. Por lo tanto, **debe** tener activadas las " +":doc:`multidivisas <../accounting/get_started/multi_currency>` y *USD* en " +"la sección de :guilabel:`Divisas`. El :guilabel:`servicio` correcto que debe" +" ejecutar es :guilabel:`Banco mexicano. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 msgid "" -"With the correct exchange rate set up in :menuselection:`Accounting --> " -"Settings --> Currency`, the only fields left are :guilabel:`Incoterm` and " -":guilabel:`Certificate Source` in the :guilabel:`Other Info` tab. The latter" -" is optional." +"Then, with the correct exchange rate set up in :menuselection:`Accounting " +"--> Settings --> Currency`, the only fields left are :guilabel:`Incoterm` " +"and the optional :guilabel:`Certificate Source` in the :guilabel:`Other " +"Info` tab." msgstr "" -"Con la tasa de cambio correcta configurada en :menuselection:`Contabilidad " -"--> Ajustes --> Divisa`, los únicos campos pendientes son " -":guilabel:`Incoterm` y :guilabel:`Origen del certificado` en la pestaña " -":guilabel:`Otra información`, este último es opcional." +"Después, con la tasa de cambio correcta configurada en :menuselection:` --> " +"Settings --> Currency`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "External Trade Other Info." -msgstr "Otra información para comercio exterior." +msgid "External trade Other Info tab of a product." +msgstr "Pestaña de otra información de un producto para comercio exterior." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:698 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:738 msgid "" -"Sign the invoice with the same process as a regular one: Press the " -":guilabel:`Process Now` button." +"Finally, sign the invoice with the same process as a regular invoice, and " +"click the :guilabel:`Process Now` button." msgstr "" -"Firme la factura de la misma forma en que firma una factura normal con el " -"botón :guilabel:`Procesar ahora`." +"Por último, firme la factura de la misma forma en la que firma una factura " +"normal y haga clic en el botón :guilabel:`Procesar ahora`. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:701 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:742 msgid "Delivery guide" msgstr "Guía de entrega" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:703 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:744 msgid "" "A `Carta Porte `_ is a bill of lading: a document that states the type, quantity, " @@ -31420,12 +32396,12 @@ msgstr "" "porte->`_ es una guía de embarque, es decir, un documento que indica el " "tipo, cantidad y destino de las mercancías que se transportan." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:747 msgid "" "On December 1st, 2021, version 2.0 of this CFDI was implemented for all " "transportation providers, intermediaries, and owners of goods. Odoo is able " -"to generate a document type \"T\" (Traslado) which, unlike other documents, " -"is created in a delivery order instead of an invoice or payment." +"to generate a document type \"T\" (Traslado), which, unlike other documents," +" is created in a delivery order instead of an invoice or payment." msgstr "" "El 1° de diciembre del 2021, se implementó la versión 2.0 de este CFDI para " "todos los proveedores de transporte, intermediarios y propietarios de " @@ -31433,15 +32409,15 @@ msgstr "" "diferencia de otros documentos, se crea en una orden de envío y no en una " "factura o pago. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:710 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 msgid "" -"Odoo can create XML and PDF files with or without ground transport and can " -"process materials that are treated as *Dangerous Hazards*." +"Odoo can create XML and PDF files with (or without) ground transport, and " +"can process materials that are treated as *Dangerous Hazards*." msgstr "" -"Odoo puede crear archivos XML y PDF con o sin trasnporte terrestre y puede " -"procesar materiales etiquetados como *Peligrosos*." +"Odoo puede crear archivos XML y PDF con (o sin) transporte terrestre y puede" +" procesar materiales etiquetados como *Peligrosos*." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:713 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended`, " ":guilabel:`l10n_mx_edi_extended_40`, :guilabel:`l10n_mx_edi_stock` and " @@ -31451,56 +32427,58 @@ msgstr "" ":guilabel:`l10n_mx_edi_extended`, :guilabel:`l10n_mx_edi_extended_40`, " ":guilabel:`l10n_mx_edi_stock` and :guilabel:`l10n_mx_edi_stock_40`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:717 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 msgid "" "In addition to this, it is necessary to have the :doc:`Inventory " -"` and :doc:`Sales " -"` apps configured." +"<../../inventory_and_mrp/inventory>` and :doc:`Sales <../../sales/sales>` " +"apps installed, as well." msgstr "" -"Además, debe tener las aplicaciones :doc:`Inventario " -"` y :doc:`Ventas " -"`." +"Además, debe tener instaladas las aplicaciones :doc:`Inventario " +"<../../inventory_and_mrp/inventory>` y :doc:`Ventas <../../sales/sales>`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 msgid "" -"Odoo does not support Carta Porte type \"I\" (Ingreso), air, or marine " -"transport. Consult your accountant first if this feature is needed before " -"doing any modifications." -msgstr "Odoo no es compatible con el tipo " +"Odoo does not support Carta Porte type document type \"I\" (Ingreso), air, " +"or marine transport. Consult your accountant first if this feature is needed" +" before doing any modifications." +msgstr "" +"Odoo no es compatible con la Carta Porte tipo \"I\" (Ingreso), transporte " +"marítimo o aéreo. Consulte con su contador primero si necesita esta función " +"antes de hacer cualquier modificación. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:728 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:768 msgid "Odoo manages two different types of CFDI:" msgstr "Odoo maneja dos tipos diferentes de CFDI:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:770 msgid "" -"**No Federal Highways**: It is used when the *Distance to Destination* is " -"`less than 30 KM " +"**No Federal Highways**: Is used when the *Distance to Destination* is `less" +" than 30 KM " "`_." msgstr "" "**No excede el tramo de carretera federal**: se usa cuando la *distancia " "hacia el destino* es `menos de 30km " "`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:732 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:772 msgid "" -"**Federal Transport**: It is used when the *Distance to Destination* exceeds" -" 30 KM." +"**Federal Transport**: Is used when the *Distance to Destination* exceeds 30" +" KM." msgstr "" "**Transporte por carretera federal**: se usa cuando la *distancia hacia el " "destino* excede los 30km. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:734 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:774 msgid "" -"Other than the standard requirements of regular invoicing (The RFC of the " -"customer, the UNSPSC code...), if you are using *No Federal Highways*, no " -"external configuration is needed." +"Other than the standard requirements of regular invoicing (The |RFC| of the " +"customer, the UNSPSC code, etc.), if you are using *No Federal Highways*, no" +" external configuration is needed." msgstr "" -"Además de los requisitos estándar de una factura normal (el RFC del cliente," -" el código UNSPSC...) no es necesario ningún otro ajuste si utiliza *No " -"excede el tramo de carretera federal*. " +"Además de los requisitos estándar de una factura normal (el |RFC| del " +"cliente, el código UNSPSC, etc.) no es necesario ningún otro ajuste si " +"utiliza *No excede el tramo de carretera federal*. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:737 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:777 msgid "" "For *Federal Transport*, several configurations have to be added to " "contacts, vehicle setups, and products. Those configurations are added to " @@ -31510,29 +32488,33 @@ msgstr "" "configuración adicional para los contactos, los vehículos y los productos. " "Esta configuración se agrega a los archivos XML y PDF. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:781 msgid "Contacts and vehicles" msgstr "Contactos y vehículos " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:743 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:783 msgid "" -"Like with the external trade feature, the address in both your company and " -"your final customer has to be complete. The zip code, city, and state must " -"coincide with the `Official SAT Catalog `_" +"Like the external trade feature, the :guilabel:`Address` in both the company" +" and the final customer must be complete. The :guilabel:`ZIP` code, " +":guilabel:`City`, and :guilabel:`State` must coincide with the `Official SAT" +" Catalog for Carta Porte _`." msgstr "" -"Así como con la función de comercio externo, la dirección de su empresa y " -"la de su cliente final debe estar completa. El código postal, la ciudad y el" -" estado debe coincidir con el `Catálogo Oficial del SAT `_" +"Así como con la función de comercio exterior, la dirección de su empresa y " +"la de su cliente final debe estar completa. El :guilabel:`código postal`, la" +" :guilabel:`ciudad` y el :guilabel:`estado` deben coincidir con el `Catálogo" +" Oficial del SAT `_" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:748 -msgid "The field :guilabel:`Locality` is optional for both addresses." -msgstr "El campo :guilabel:`Locality` es opcional para ambas direcciones. " +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:788 +msgid "The field, :guilabel:`Locality`, is optional for both addresses." +msgstr "" +"El campo :guilabel:`entidad federativa` es opcional para ambas direcciones." +" " #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Contacts." -msgstr "Contactos de la guía de envíos." +msgid "Delivery guide contact configuration." +msgstr "Configuración de la guía de entrega del producto." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:795 msgid "" "The origin address used for the delivery guide is set in " ":menuselection:`Inventory --> Configuration --> Warehouses Management --> " @@ -31543,7 +32525,7 @@ msgstr "" ":menuselection:`Inventario --> Configuración --> Gestión de almacenes --> " "Almacenes`. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:799 msgid "" "Another addition to this feature is the :guilabel:`Vehicle Setups` menu " "found in :menuselection:`Inventory --> Settings --> Mexico`. This menu lets " @@ -31555,38 +32537,45 @@ msgstr "" "le permite agregar toda la información relacionada al vehículo que usa la " "orden de envío. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:803 msgid "All fields are mandatory to create a correct delivery guide." msgstr "" "Es obligatorio que complete todos los campos para crear una guía de envío " "completa." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Vehicle Configurations required fields." -msgstr "" -"Campos obligatorios de la configuración de la guía de envío del vehículo." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:767 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:806 msgid "" -"In the :guilabel:`Intermediaries` section, you need to add the operator of " -"the vehicle. The only mandatory fields for this contact are the " -":guilabel:`VAT` and :guilabel:`Operator Licence`." +"The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, " +"must contain between 5 to 7 characters." +msgstr "" +"Los campos :guilabel:`Número de placa vehicular` and :guilabel:`Número de " +"placa`, deben contener entre 5 y 7 caracteres. " + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:809 +msgid "" +"In the :guilabel:`Intermediaries` section, you must add the operator of the " +"vehicle. The only mandatory fields for this contact are the :guilabel:`VAT` " +"and :guilabel:`Operator Licence`." msgstr "" "En la sección :guilabel:`Intermediarios` debe agregar al operador del " "vehículo. Los únicos campos obligatorios para este contacto son el " -":guilabel:`RFC` y :guilabel:`Licencia de operador`." +":guilabel:`NIF` y :guilabel:`Licencia de operador`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:773 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Delivery guide vehicle configuration." +msgstr "Configuración de la guía de entrega del producto." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:819 msgid "" -"Like with regular invoicing, all products must have a :guilabel:`UNSPSC " +"Similar to regular invoicing, all products must have a :guilabel:`UNSPSC " "category`. In addition to this, there are two extra configurations for " "products involved in delivery guides:" msgstr "" "Como con cualquier otra factura normal, todos los productos deben tener una " ":guilabel:`categoría UNSPSC`. Además, hay dos ajustes adicionales para los " -"productos que se incluyen en las guías de envío: " +"productos que se incluyen en las guías de entrega: " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:776 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 msgid "" "The :guilabel:`Product Type` must be set as :guilabel:`Storable Product` for" " stock movements to be created." @@ -31595,35 +32584,49 @@ msgstr "" ":guilabel:`Producto almacenable` para los movimientos de existencias que se " "creen. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:778 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 msgid "" "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` should have " -"more than 0." +"more than `0`." msgstr "" "En la pestaña de :guilabel:`Inventario`, el campo :guilabel:`Peso` debe ser " -"de más de 0." +"de más de `0`." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +msgid "" +"Creating a delivery guide of a product with the value `0` will trigger an " +"error. As the :guilabel:`Weight` has been already stored in the delivery " +"order, it is needed to return the products, and create the delivery order " +"(and delivery guide) again with the correct amounts." +msgstr "" +"Si crea una guía de entrega para un producto con valor `0` se activará un " +"error. Como el :guilabel:`Peso` ya se guardó en la orden de entrega, es " +"necesario para regresar los productos y para crear la orden de entrega (y " +"guía de entrega) de nuevo con las cantidades correctas." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Product Configurations." -msgstr "Configuración para la guía de envío de productos." +msgid "Delivery guide product configuration." +msgstr "Configuración de la guía de entrega del producto." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:784 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 msgid "Sales and inventory flow" msgstr "Flujo de ventas e inventario" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:786 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:838 msgid "" "To create a delivery guide, first, you need to create and confirm a sales " -"order. This generates a :guilabel:`Delivery` smart button. Press it and " -":guilabel:`Validate` the transfer." +"order from :menuselection:`Sales --> Sales Order`. This generates a " +":guilabel:`Delivery` smart button. Click it, and :guilabel:`Validate` the " +"transfer." msgstr "" -"Para crear una guía de envío, primero debe crear y confirmar una orden de " -"venta. Esto generará un botón inteligente de :guilabel:`Envío`. Haga clic " -"sobre él y :guilabel:`Valide` la transferencia. " +"Para crear una guía de entrega, primero tiene que crear y confirmar una " +"orden de venta desde :menuselection:`Ventas --> Orden de venta`. Esto genera" +" un botón inteligente :guilabel:`Entrega` en el que puede hacer clic y " +"después :guilabel:`Validar` la transferencia." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:789 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 msgid "" -"After the status is set to :guilabel:`Done`, you can edit the transfer and " +"After the status is set to :guilabel:`Done`, you can edit the transfer, and " "select the :guilabel:`Transport Type` (either :guilabel:`No Federal " "Highways` or :guilabel:`Federal Transport`)." msgstr "" @@ -31632,18 +32635,18 @@ msgstr "" ":guilabel:`No excede el tramo de carretera federal` o :guilabel:`Transporte " "por carretera federal`). " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:793 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:846 msgid "" "If your delivery guide has the type :guilabel:`No Federal Highways`, you can" -" save the transfer and then press :guilabel:`Generate Delivery Guide`. The " +" save the transfer, and then click :guilabel:`Generate Delivery Guide`. The " "resulting XML can be found in the chatter." msgstr "" "Si su envío tiene el tipo :guilabel:`No excede el tramo de carretera " "federal`, puede guardar la transferencia y hacer clic en :guilabel:`Generar " -"guía de envío`. Puede encontrar el archivo XML que se genera en el chatter." -" " +"guía de entrega`. Puede encontrar el archivo XML que se genera en el " +"chatter. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:797 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:850 msgid "" "Other than the :guilabel:`UNSPSC` in all products, delivery guides that use " ":guilabel:`No Federal Highways` do not require any special configuration to " @@ -31653,112 +32656,116 @@ msgstr "" "envío que usan el tipo :guilabel:`No excede el tramo de carretera federal`, " "no necesitan otros ajustes especiales que deba enviar al gobierno. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:800 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:853 msgid "" -"If your delivery guide has the type :guilabel:`Federal Transport`, the tab " -":guilabel:`MX EDI` appears. In there, write a value in :guilabel:`Distance " -"to Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle " -"Setup` used for this delivery." +"If your delivery guide has the type, :guilabel:`Federal Transport`, the tab " +":guilabel:`MX EDI` appears. There, enter a value in :guilabel:`Distance to " +"Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle Setup` " +"used for this delivery." msgstr "" -"Si su guía de envío es del tipo :guilabel:`Transporte por carretera " -"federal`, aparecerá la pestaña :guilabel:`MX EDI`. Ahí deberá escribir un " +"Si su guía de entregan es del tipo :guilabel:`Transporte por carretera " +"federal`, aparecerá la pestaña :guilabel:`MX EDI`. Ahí deberá ingresar un " "valor en :guilabel:`Distancia hacia el destino (KM)` que sea mayor a `0`, y " "debe seleccionar la :guilabel:`Configuración del vehículo` que se usará para" " ese envío. " #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide MX EDI tab configuration." -msgstr "Pestaña de configuración MX EDI para la guía de envío." +msgid "Delivery guide MX EDI tab configuration." +msgstr "Pestaña de configuración MX EDI para la guía de entrega." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:808 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 msgid "Dangerous hazards" msgstr "Materiales peligrosos " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:810 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 msgid "" "Certain values in the :guilabel:`UNSPSC Category` are considered in the " "`official SAT catalog " "`_" -" as dangerous hazards. These categories need additional considerations when " -"creating a delivery guide with :guilabel:`Federal Transport`." +" as *dangerous hazards*. These categories need additional considerations " +"when creating a delivery guide with :guilabel:`Federal Transport`." msgstr "" "Algunos valores dentro de las :guilabel:`categorías UNSPSC` se consideran " -"peligrosos de acuerdo al `catálogo oficial del SAT " +"*peligrosos* de acuerdo al `catálogo oficial del SAT " "`_." " Estas categorías necesitan consideraciones adicionales al momento de crear " "una guía de envío tipo :guilabel:`Transporte por carretera federal`. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:815 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:869 msgid "" -"In the product, the fields :guilabel:`Hazardous Material Designation Code " -"(MX)` and :guilabel:`Hazardous Packaging (MX)` must be filled with the " -"correct code from the |SAT| catalog." +"First, select your product from :menuselection:`Inventory --> Products --> " +"Products`. Then, in the :guilabel:`Accounting` tab, the fields " +":guilabel:`Hazardous Material Designation Code (MX)` and " +":guilabel:`Hazardous Packaging (MX)` must be filled with the correct code " +"from the |SAT| catalog." msgstr "" -"En el producto, debe completar los campos :guilabel:`Código para designar " -"material peligroso (MX)` y :guilabel:`Empaque peligroso (MX)` con el código " -"correcto del catálogo del |SAT|. " - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:818 -msgid "" -"In the vehicle setup, the data from the :guilabel:`Environment Insurer` and " -":guilabel:`Environment Insurance Policy` has to be filed too." -msgstr "" -"En la configuración del vehículo, también tiene que completar los datos del " -":guilabel:`Seguro de responsabilidad ambiental` y la :guilabel:`Política del" -" seguro ambiental`. " +"Primero, seleccione el formulario de su producto :menuselection:`Inventario " +"--> Productos --> Productos`. Después, en la pestaña de " +":guilabel:`Contabilidad` debe llenar los campos :guilabel:`Clave de material" +" peligroso (MX)` y :guilabel:`Envases y embalajes para material peligroso " +"(MX)` se deben llenar con la clave correcta del catálogo del |SAT|." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide environment required fields." -msgstr "Campos ambientales obligatorios en la guía de envío. " +msgid "Delivery guide hazardous material product required fields." +msgstr "Campos necesarios para la guía de entrega para materiales peligrosos." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:877 msgid "" -"After this, continue with the regular process to create a delivery guide." -msgstr "Después, continúe con el proceso para crear la guía en envío. " +"In :menuselection:`Inventory --> Settings --> Mexico --> Vehicle Setup`, the" +" data from the :guilabel:`Environment Insurer` and :guilabel:`Environment " +"Insurance Policy` has to be filed, as well. After this, continue with the " +"regular process to create a delivery guide." +msgstr "" +"En :menuselection:`Inventario --> Ajustes --> México --> Configuración de " +"vehículo` debe llenar la información de la :guilabel:`Aseguradora " +"medioambiental` y la :guilabel:`Póliza de seguro medioambiental` también. " +"Después de esto, continue con el proceso regular para crear una guía de " +"entrega." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Delivery Guide environment insurer required fields." +msgstr "Campos obligatorios medioambientales en la guía de envío." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 msgid "Customs numbers" msgstr "Números de aduana" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:829 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:888 msgid "" "A *customs declaration* (Pedimento Aduanero) is a fiscal document that " "certifies that all contributions to the fiscal entity (the |SAT|) has been " -"paid, for the import/export of goods." +"paid for, including the import/export of goods." msgstr "" "Un pedimento aduanero es un documento fiscal que certifica que todas las " -"contribuciones a la entidad fiscal (SAT) se pagaron por la " -"importación/exportación de bienes. " +"contribuciones al SAT se pagaron por la importación/exportación de bienes. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:832 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 msgid "" "According to the `Annex 20 " "`_ of CFDI" " 4.0, in documents where the invoiced goods come from a first-hand import " -"operation, the field :guilabel:`Customs Number` needs to be added to all " +"operation, the field, :guilabel:`Customs Number`, needs to be added to all " "lines of products involved with the operation." msgstr "" "De acuerdo con el `Anexo 20 " "`_ del " "CFDI 4.0, los documentos en donde los bienes facturados vienen de una " -"operación de importación de primera mano, deben tener un :guilabel:`Número " -"de aduana` en todas las líneas de producto involucradas con la operación. " +"operación de importación de primera mano, deben tener un :guilabel:`Número " +"de pedimento` en todas las líneas de producto involucradas en la operación. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:896 msgid "" -"For this, the module :guilabel:`l10n_mx_edi_landing` has to be installed, in" -" addition to the :doc:`Inventory " -"`, :doc:`Purchase " -"` and :doc:`Sales " -"` apps configured." +"To do so, the module :guilabel:`l10n_mx_edi_landing` must be installed, in " +"addition to the :doc:`Inventory <../../inventory_and_mrp/inventory>`, " +":doc:`Purchase <../../inventory_and_mrp/purchase>` and :doc:`Sales " +"<../../sales/sales>` apps." msgstr "" -"Para esto, debe tener instalado el módulo :guilabel:`l10n_mx_edi_landing`. " -"Además debe tener las aplicaciones :doc:`Inventario " -"`, :doc:`Compra " -"` y :doc:`Ventas " -"`. " +"Para esto debe instalar el módulo :guilabel:`l10n_mx_edi_landing`, así como " +"las aplicaciones :doc:`Inventario <../../inventory_and_mrp/inventory>`, " +":doc:`Compra <../../inventory_and_mrp/purchase>` y :doc:`Ventas " +"<../../sales/sales>`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:901 msgid "" "Do not confuse this feature with external trade. The customs numbers are " "directly related to importing goods, while the external trade complement is " @@ -31771,64 +32778,65 @@ msgstr "" "contador primero si necesita esta función antes de hacer cualquier " "modificación. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:849 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:908 msgid "" "In order to track the correct customs number for a specific invoice, Odoo " "uses :doc:`landed costs " -"`." +"<../../inventory_and_mrp/inventory/management/reporting/integrating_landed_costs>`." " Go to :menuselection:`Inventory --> Configuration --> Settings --> " -"Valuation`. Make sure that :guilabel:`Landed Costs` is activated." +"Valuation`, and make sure that the :guilabel:`Landed Costs` feature is " +"activated." msgstr "" -" Para rastrear el número de aduana correcto para una factura en específico, " -"Odoo utiliza los :doc:`costes en destino " -"`." +" Para rastrear el número de pedimento correcto para una factura en " +"específico, Odoo utiliza los :doc:`costos en el destino " +"<../../inventory_and_mrp/inventory/management/reporting/integrating_landed_costs>`." " Vaya a :menuselection:`Inventario --> Configuración --> Ajustes --> " "Valoración`. Asegúrese de que la opción :guilabel:`Costes en destino` esté " "activada." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:854 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 msgid "" -"First, a *service*-type product called `Pedimento` has to be created. In the" -" :guilabel:`Purchase` tab, check :guilabel:`Is a Landed Cost` and select a " -":guilabel:`Default Split Method`." +"Begin by creating a *service*-type product called, `Pedimento`. In the " +":guilabel:`Purchase` tab, activate :guilabel:`Is a Landed Cost`, and select " +"a :guilabel:`Default Split Method`." msgstr "" "Primero, debe crear un producto de tipo *servicio* que se llame " -"`Pedimento`. En la pestaña :guilabel:`Compra`, seleccione la casilla " +"`Pedimento`. En la pestaña :guilabel:`Compra`, seleccione la casilla " ":guilabel:`Es un coste en destino` y seleccione un :guilabel:`Método de " "división predeterminado`. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:857 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 msgid "" -"After this, we need to configure the *storable products* that holds the " -"customs numbers. We need to make sure that the product category has the " -"following configuration:" +"Then, configure the *storable products* that hold the customs numbers. To do" +" so, create the storable products, and make sure the :guilabel:`Product " +"Category` has the following configuration." msgstr "" -"Después, debe configurar los *productos almacenables* que contengan números " -"de aduana. Debe asegurarse de que la categoría del producto tenga la " -"siguiente configuración: " +"Después, configure todos los *producto almacenables* que tengan los números " +"de pedimento. Para hacerlo, cree productos almacenables y asegúrese de que " +"la :guilabel:`categoría del producto` tenga la siguiente configuración:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:860 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 msgid "" ":guilabel:`Costing Method`: Either :guilabel:`FIFO` or :guilabel:`AVCO`" msgstr "" ":guilabel:`Método de coste`: debe ser :guilabel:`FIFO` o :guilabel:`AVCO`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:861 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:920 msgid ":guilabel:`Inventory Valuation`: :guilabel:`Automated`" msgstr ":guilabel:`Valoración del inventarios`: :guilabel:`Automático`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:921 msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventario`" msgstr "" ":guilabel:`Cuenta de la valoración de las existencias`: :guilabel:`115.01.01" " Inventario`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:863 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 msgid ":guilabel:`Stock Journal`: :guilabel:`Inventory Valuation`" msgstr "" ":guilabel:`Diario de las existencias`: :guilabel:`Valoración del inventario`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:923 msgid "" ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" @@ -31836,7 +32844,7 @@ msgstr "" ":guilabel:`Cuenta de entrada de las existencias`: :guilabel:`115.05.01 " "Mercancías en tránsito`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:865 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 msgid "" ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" @@ -31845,36 +32853,48 @@ msgstr "" "Mercancías en tránsito`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Storable products configurations." -msgstr "Configuración de los productos almacenables." +msgid "Storable products general configuration." +msgstr "Configuración general de los productos almacenables. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:871 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Storable product category configuration." +msgstr "Configuración de la categoría de los productos almacenables." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:935 msgid "Purchase and sales flow" msgstr "Flujo de compra y ventas" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:873 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 msgid "" -"Create a :guilabel:`Purchase Order`, and confirm the order. This should " -"trigger a :guilabel:`Receipt` smart button. Validate the receipt too." +"After you configure your product, follow the standard :doc:`purchase flow " +"<../../inventory_and_mrp/purchase>`." msgstr "" -"Cree una :guilabel:`orden de compra` y confírmela. Esto deberá activar un " -"botón inteligente de :guilabel:`Recepción` y valide la recpeción también." +"Después de configurar su producto, siga el :doc:`flujo de compra " +"<../../inventory_and_mrp/purchase>` estándar." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs Number Purchase." -msgstr "Números de aduana de compra." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:879 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:940 msgid "" -"Go to :menuselection:`Inventory --> Operations --> Landed Costs` and create " -"a new record. Add the transfer that you just created, and both the product " -"`Pedimento` and :guilabel:`Customs number`." +"Create a purchase order from :menuselection:`Purchase --> Orders --> " +"Purchase Order`. Then, confirm the order to display a :guilabel:`Receipt` " +"smart button. Click on the :guilabel:`Receipt` smart button to " +":guilabel:`Validate` the receipt." +msgstr "" +"Cree una orden de compra desde :menuselection:`Compra --> Órdenes --> " +"Órdenes de compra`. Después, confirme la orden para mostrar el botón " +"inteligente de :guilabel:`Recepción` para :guilabel:`Validar` la recepción " +"del envío." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:944 +msgid "" +"Go to :menuselection:`Inventory --> Operations --> Landed Costs`, and create" +" a new record. Add the transfer that you just created, and both: the product" +" `Pedimento` and :guilabel:`Customs number`." msgstr "" "Vaya a :menuselection:`Inventario --> Operaciones --> Costes en destino` y " "cree un nuevo registro. Agregue la transferencia que acaba de crear y el " -"producto de `Pedimento` y :guilabel:`Número de aduana`." +"producto de `Pedimento` y :guilabel:`Número de pedimento`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:882 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 msgid "" "Optionally, you can add a cost amount. After this, validate the landed cost." " Once :guilabel:`Posted`, all products related to that receipt have the " @@ -31884,83 +32904,88 @@ msgstr "" "coste en destino. Una vez :guilabel:`Publicado`, todos los productos " "relacionados con esa recepción tendrán el número de aduana asignado. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:951 msgid "" -"You can only add the Pedimentos number once, so be careful when associating " -"the correct number with the transfer(s)." +"You can only add the *Pedimentos* number **once**, so be careful when " +"associating the correct number with the transfer(s)." msgstr "" -"Solo puede agregar el número de pedimento una vez, así que tenga cuidado al " -"asociar el número correcto con la transferencia o transferencias." +"Solo puede agregar un número de *pedimentos* **a la vez**, así que tenga " +"cuidado al asociar el número correcto con las transferencias (o " +"transferencia)." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs number Inventory." -msgstr "Número de pedimento en Inventario." +msgid "Customs number on a landed costs Inventory record." +msgstr "" +"Número de pedimento en costos de destino en el registro de inventario." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:958 msgid "" -"Now, create a sales order and confirm it. This should trigger a " +"Now, create a sales order, and confirm it. This should trigger a " ":guilabel:`Delivery` smart button. Validate it." msgstr "" "Ahora cree una orden de ventas y confírmela. Deberá aparecer un botón " -"inteligente de :guilabel:`Envío`. Haga clic en validar. " +"inteligente de :guilabel:`Envío`. Haga clic en validar." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:895 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:961 msgid "" -"Finally, create an invoice from the sales order and confirm it. The invoice " -"line related to your product has a customs number in it." +"Finally, create an invoice from the sales order, and confirm it. The invoice" +" line related to your product has a customs number in it. This number should" +" match the customs number added in the *Landed Costs* record you created " +"earlier." msgstr "" -"Finalmente, cree una factura desde la orden de ventas y confírmela. La línea" -" de factura relacionada con su producto debe tener un número de pedimento " -"asociado. " +"FInalmente, cree una factura desde la orden de ventas y confírmela. La línea" +" de factura relacionada a su producto tendrá un número de pedimento en ella." +" Este número debe ser acorde con el número de pedimento en el registro " +"*Costos de destino* que creó antes." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Customs number on confirmed sales order product." msgstr "Número de pedimento en un producto de una orden de venta confirmada. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:902 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:970 msgid "Electronic accounting" msgstr "Contabilidad electrónica" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:904 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:972 msgid "" "For Mexico, `Electronic Accounting " "`_ refers to the obligation to keep accounting records and " -"entries through electronic means and to enter accounting information on a " -"monthly basis through the SAT's website." +"entries through electronic means, and to enter accounting information on a " +"monthly basis, through the |SAT| website." msgstr "" "En Mexico, la `contabilidad electrónica " "`_ se refiere a la obligación de llevar los registros y asientos" " contables a través de medios electrónicos y de ingresar mensualmente la " -"información contable en el sitio web del SAT. " +"información contable en el sitio web del |SAT|. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:909 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:977 msgid "It consists of three main XML files:" msgstr "Consta de tres archivos XML principales:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:911 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:979 msgid "" "The updated list of the chart of accounts that you are currently using." msgstr "La lista actualizada del plan de cuentas que usa actualmente." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:912 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:980 msgid "" -"A monthly trial balance, plus a closing entry report also known as *Trial " +"A monthly trial balance, plus a closing entry report, also known as: *Trial " "Balance Month 13*." msgstr "" -"Un balance general mensual, además de un reporte de asiente de cierre " +"Un balance general mensual, además de un reporte de asiento de cierre " "conocido como *Balanza de comprobación 13*" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 msgid "" -"Either optional or for a compulsory audit, an export of the journal entries " -"in your general ledger." +"Either optional, or for a compulsory audit, an export of the journal entries" +" in your general ledger." msgstr "" "Una exportación de los asientos en su libro mayor, ya sea de manera opcional" " o para una auditoría obligatoria. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 msgid "" "The resulting XML files follow the requirements of the `Anexo Técnico de " "Contabilidad Electrónica 1.3 " @@ -31971,13 +32996,13 @@ msgstr "" "`_." " " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:987 msgid "" "In addition to this, you can generate the `DIOT " "`_: A report of vendor's " -"journal entries that involves IVA taxes that can be exported in :file:`.txt`" -" file." +"journal entries that involve IVA taxes that can be exported in a " +":file:`.txt` file." msgstr "" "Además, puede generar el archivo `DIOT " "`." +":doc:`Accounting <../accounting/get_started>`." msgstr "" "Para usar estos reportes, necesita instalar los módulos " ":guilabel:`l10n_mx_reports`, :guilabel:`l10n_mx_reports_closing`, " -":guilabel:`l10n_mx_xml_polizas` and :guilabel:`l10n_mx_xml_polizas_edi` , " -"así como la aplicación :doc:`Contabilidad " -"`." +":guilabel:`l10n_mx_xml_polizas` and :guilabel:`l10n_mx_xml_polizas_edi`, así" +" como la aplicación :doc:`Contabilidad <../accounting/get_started>`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:929 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 msgid "" -"You can find all of those reports in :menuselection:`Accounting --> " -"Reporting --> Mexico`." +"You can find the *Chart of accounts*, *Trial Balance Month 13*, and *DIOT* " +"reports in :menuselection:`Accounting --> Reporting --> Mexico`." msgstr "" -"Puede encontrar todos estos reportes en :menuselection:`Contabilidad --> " -"Reportes --> México`. " +"Puede rencontrar el *Plan de cuentas*, *Balanza de comprobación 13* y " +"reportes *DIOT* en :menuselection:`Accounting --> Reporting --> Mexico`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 msgid "" "The specific characteristics and obligations of the reports that you send " "might change according to your fiscal regime. Always contact your accountant" @@ -32016,56 +33040,52 @@ msgstr "" "pueden cambiar de acuerdo su régimen fiscal. Consulte a su contador antes de" " enviar cualquier documento al gobierno. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 -msgid "Catálogo de cuentas (chart of accounts)" -msgstr "Catálogo de cuentas" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:939 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 msgid "" -"The :doc:`chart of accounts " -"` in México " -"follows a specific pattern based in SAT's `Código agrupador de cuentas " +"The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` " +"in México follows a specific pattern based on |SAT|'s' `Código agrupador de " +"cuentas " "`_." msgstr "" -"El :doc:`plan de cuentas " -"` de México " -"tiene un patrón específico basado en el `Código agrupador de cuentas " +"El :doc:`plan de cuentas <../accounting/get_started/chart_of_accounts>` de " +"México tiene un patrón específico basado en el `Código agrupador de cuentas" +" " "`_" -" del SAT. " +" del |SAT|. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:943 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1014 msgid "" -"You can create any account as long as it respects |SAT|'s encoding group, " -"This pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." +"You can create any account, as long as it respects |SAT|'s encoding group: " +"the pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." msgstr "" -"Puede crear cualquier cuenta siempre y cuando respete el grupo de código del" -" |SAT|. Este patrón es `NNN.YY.ZZ` o `NNN.YY.ZZZ`. " +"Puede crear cualquier cuenta siempre y cuando respete el formato de clave " +"del |SAT|. El formato es `NNN.YY.ZZ` o `NNN.YY.ZZZ`. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 msgid "Some examples are `102.01.99` or `401.01.001`." msgstr "Algunos ejemplos son `102.01.99` o `401.01.001`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:949 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1020 msgid "" -"When you create a new account in :menuselection:`Accounting --> " -"Configuration --> Chart of Accounts`, if you follow this pattern, you get " -"the correct grouping code in :guilabel:`Tags`, and your account appears in " -"the COA report." +"When a new account is created in :menuselection:`Accounting --> " +"Configuration --> Chart of Accounts`, with the |SAT| encoding group pattern," +" the correct grouping code appears in :guilabel:`Tags`, and your account " +"appears in the *COA* report." msgstr "" -"Cuando crea una nueva cuenta en :menuselection:`Contabilidad --> " -"Configuración --> Plan de cuentas`, si sigue este patrón, obtendrá el código" -" de agrupación correcto en las :guilabel:`Etiquetas`, y su cuenta aparecerá " -"en el reporte COA. " +"Cuando crea un nueva cuenta en :menuselection:`Contabilidad --> " +"Configuración --> Plan de cuentas`, con el patrón de codificación de grupo " +"del |SAT|, el código de agrupación correcto aparecerá en las " +":guilabel:`Etiquetas` y su cuenta aparecerá en el reporte *COA*." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:953 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 msgid "" -"Once you created all your accounts, and made sure that you put the correct " -":guilabel:`Tags` in them." +"Once you create all your accounts, make sure the correct :guilabel:`Tags` " +"are added." msgstr "" -"Una vez que ha creado todas sus cuentas y se haya asegurado de ponerle las " +"Una vez que ha creado todas sus cuentas asegúrese de agregar las " ":guilabel:`Etiquetas` correctas. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:956 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1027 msgid "" "You cannot use any pattern that ends a section with a 0 (such as " "`100.01.01`, `301.00.003` or `604.77.00`). This triggers errors in the " @@ -32075,49 +33095,49 @@ msgstr "" "`100.01.01`, `301.00.003` or `604.77.00`). Esto causará errores en el " "reporte. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:959 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1030 msgid "" -"Once all is set up, you can go to :menuselection:`Accounting --> Reporting " -"--> Mexico --> COA` and press the button :guilabel:`SAT (XML)`." +"Once everything is set up, you can go to :menuselection:`Accounting --> " +"Reporting --> Mexico --> COA`, and click the :guilabel:`SAT (XML)` button to" +" generate an XML file containing all of your accounts, which will be ready " +"to upload to the |SAT| website." msgstr "" -"Una vez que esté todo listo, vaya a :menuselection:`Contabilidad --> " -"Reportes --> México --> Plan de cuentas` y haga clic en el botón " -":guilabel:`SAT (XML)`. " +"Una vez que haya configurado todo, puede ir a :menuselection:`Contabilidad " +"--> Reportes --> México --> COA` y haga clic en el botón :guilabel:`SAT " +"(XML)` para generar el un archivo XML que contenga todas sus cuentas, que " +"estarán listas para subirse al sitio web del |SAT|." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:963 -msgid "Balanza de comprobación (trial balance)" -msgstr "Balanza de comprobación " - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:965 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 msgid "" "The trial balance reports the initial balance, credit, and total balance of " -"your accounts, provided that you added their correct encoding group." +"your accounts, provided that you added their correct :ref:`encoding group " +"`." msgstr "" "La balanza de comprobación es un reporte del balance inicial, el crédito y " "el balance total de sus cuentas que se genera si agrega correctamente su " -"grupo de codificación. " +":ref:`grupo de codificación `." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:968 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1040 msgid "" -"This report can be generated monthly, and an XML file version is created if " -"you go to :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance` and press the button :guilabel:`SAT (XML)`. Select the month you " -"want to download beforehand." +"This report can be generated monthly, and a corresponding XML file is " +"created, if you go to :menuselection:`Accounting --> Reporting --> Mexico " +"--> Trial Balance`, and click the :guilabel:`SAT (XML)` button. Select the " +"month you want to download beforehand." msgstr "" -"Este reporte se puede generar mensualmente, y puede crear una versión en " -"archivo XML en :menuselection:`Contabilidad --> Reportes --> México --> " -"Balanza de comprobación` y haciendo clic en el botón :guilabel:`SAT (XML)`. " +"Este reporte se puede generar mensualmente y puede crear una versión en " +"archivo XML si va a :menuselection:`Contabilidad --> Reportes --> México -->" +" Balanza de comprobación` y hace clic en el botón :guilabel:`SAT (XML)`. " "Seleccione el mes que desea descargar con antelación. " #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Report." -msgstr "Reporte de balanza de comprobación" +msgid "Trial balance report." +msgstr "Reporte de la comprobación del balance." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:976 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1049 msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." msgstr "Odoo no genera la *Balanza de Comprobación Complementaria*." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:978 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1051 msgid "" "An additional report is the *Month 13*: a closing balance sheet that shows " "any adjustments or movements made in the accounting to close the year." @@ -32126,23 +33146,23 @@ msgstr "" " cierre que muestra cualquier ajuste o movimiento que se haya hecho en " "contabilidad para cerrar el año fiscal. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1054 msgid "" -"In order to be able to generate this XML document, you have to go to " -":menuselection:`Accounting --> Accounting --> Miscellaneous --> Journal " -"Entries` and create a new document. Here, you can add all amounts that you " -"want to modify, and you can balance the debit and/or credit of each one." +"To generate this XML document, navigate to :menuselection:`Accounting --> " +"Accounting --> Miscellaneous --> Journal Entries`, and create a new " +"document. Here, add all amounts to modify, and balance the debit and/or " +"credit of each one." msgstr "" -"Para poder generar este documento XML, vaya :menuselection:`Contabilidad " -"--> Contabilidad --> Diarios--> Asiento contables` y cree un nuevo " -"documento. Aquí podrá agregar todos los importes que desee modificar y puede" -" saldar el deber y/o haber de cada uno. " +"Para generar este documento XML, va a :menuselection:`Contabilidad --> " +"Contabilidad --> Varios --> Asiento contables` y cree un documento nuevo. " +"Aquí agrege todas las cantidades a modificar y puede saldar el deber o el " +"haber de cada uno." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:985 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1058 msgid "" -"After this is done, press :guilabel:`Mark as Closing Entry`, and the report " +"After this is done, click :guilabel:`Mark as Closing Entry`, and the report " "found in :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance Month 13` contains the total amount of the year, plus all the " +"Balance Month 13`, contains the total amount of the year, plus all the " "additions of the journal entry." msgstr "" "Una vez hecho esto, haga clic en :guilabel:`Marcar como asiento de cierre`. " @@ -32150,68 +33170,79 @@ msgstr "" "--> México --> Balanza de comprobación 13` contiene el importe total del año" " además de todas las adiciones de los asientos contables. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:989 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1062 msgid "" -"You can generate the XML file by pressing the button :guilabel:`SAT (XML)`." +"The XML file is generated by pressing the :guilabel:`SAT (XML)` button." msgstr "" -"Puede generar el archivo XML haciendo clic en el botón :guilabel:`SAT " -"(XML)`. " +"Haga clic en el botón :guilabel:`SAT (XML)` para generar el archivo XML." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Month 13 Setup." +msgid "Trial Balance Month 13 setup." msgstr "Configuración del la balanza de comprobación 13. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:995 -msgid "Pólizas (general ledger)" -msgstr "Pólizas (libro mayor)" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Trial Balance Month 13 report." +msgstr "Reporte de la balanza de comprobación 13." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1075 msgid "" -"By law, all transactions in Mexico must be recorded digitally. Because Odoo " +"By law, all transactions in Mexico must be recorded digitally. Since Odoo " "automatically creates all the underlying journal entries of your invoicing " -"and payments, you can export your journal entries to comply with SAT's " -"audits or tax refunds." +"and payments, you can export your journal entries to comply with |SAT|'s " +"audits and/or tax refunds." msgstr "" "Por ley, todas las transacciones en México se deben registrar de manera " "digital. Puesto que Odoo crea automáticamente todos los asientos contables " "subyacentes de sus facturas y pagos, puede exportar sus asientos para " -"cumplir con las auditorías del SAT o las devoluciones de impuestos. " +"cumplir con las auditorías del |SAT| o las devoluciones de impuestos. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1080 msgid "" -"This XML file is created in :menuselection:`Accounting --> Reporting --> " -"Audit Reports --> General Ledger`." -msgstr "" -"Este reporte XML se crea en :menuselection:`Contabilidad --> Reportes --> " -"Reportes de auditoría --> Libro mayor`. " - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1005 -msgid "" -"You can filter by period or by journal, according to your current needs." +"You can filter by period, or by journal, according to your current needs." msgstr "" "Puede aplicar filtros por periodo o diarios de acuerdo con sus necesidades. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1007 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 msgid "" -"After you press :guilabel:`XML (Polizas)`, a wizard appears. In here, you " -"can select between four types of :guilabel:`Export type`." +"To create the XML, go to :menuselection:`Accounting --> Reporting --> Audit " +"Reports --> General Ledger`, and click :guilabel:`XML (Polizas)`. Here, you " +"can select between four types of :guilabel:`Export` types:" msgstr "" -"Después de hacer clic en :guilabel:`XML (Polizas)`, aparecerá un asistente. " -"Aquí podrá seleccionar entre cuatro :guilabel:`Tipos de exportación`. " +"Pra crear el XML vaya a :menuselection:`Contabilidad --> Reportes --> " +"Reportes de auditoría --> Libro mayor general` y haga clic en :guilabel:`XML" +" (Polizas)`. Aquí puede seleccionar entre cuatro tipos de " +":guilabel:`Exportación`:" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1086 +msgid ":guilabel:`Tax audit`" +msgstr ":guilabel:`Auditoría de impuestos`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1087 +msgid ":guilabel:`Audit certification`" +msgstr ":guilabel:`Certificación de auditoría`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1088 +msgid ":guilabel:`Return of goods`" +msgstr ":guilabel:`Devolución de bienes`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1089 +msgid ":guilabel:`Compensation`" +msgstr ":guilabel:`Compensación`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1091 msgid "" -"For :guilabel:`Tax audit` or :guilabel:`Audit certification`, you need to " -"write the :guilabel:`Order Number` provided by the |SAT| for " -":guilabel:`Return of goods` or :guilabel:`Compensation`, you need to write " +"For :guilabel:`Tax audit`, or :guilabel:`Audit certification`, you need to " +"write the :guilabel:`Order Number` provided by the |SAT|. For " +":guilabel:`Return of goods`, or :guilabel:`Compensation`, you need to write " "your :guilabel:`Process Number`, also provided by the |SAT|." -msgstr "Para :guilabel:`` " +msgstr "" +"Para :guilabel:`Auditoría fiscal` o :guilabel:`Certificación de auditoría` " +"necesita escribir el :guilabel:`Número de orden` que le proporciona el " +"|SAT|. Para la :guilabel:`Devolución de bienes` o para " +":guilabel:`Compensación`, debe escribir el :guilabel:`Número de proceso` que" +" también le proporciona el |SAT|." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Types of Polizas." -msgstr "Tipos de pólizas. " - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1097 msgid "" "If you want to see this report without sending it, use `ABC6987654/99` for " ":guilabel:`Order Number` and `AB123451234512` for :guilabel:`Process " @@ -32221,63 +33252,70 @@ msgstr "" "campo :guilabel:`Número de orden` y `AB123451234512` para :guilabel:`Número " "de proceso`. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1022 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1101 msgid "DIOT report" msgstr "Reporte DIOT" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1103 msgid "" "The DIOT (Declaración Informativa de Operaciones con Terceros / *Informative" " Declaration of Operations with Third Parties*) is an additional obligation " -"with the |SAT|, where we give the current status of our creditable and non-" -"creditable payments, withholdings and refunds of VAT from your vendor bills." +"with the |SAT|, where the current status of creditable and non-creditable " +"payments, withholdings, and refunds of VAT from your vendor bills, are " +"provided to the |SAT|." msgstr "" "El reporte DIOT (Declaración Informativa de Operaciones con Terceros) es " -"una obligación adicional con el |SAT|, donde se proporciona el estado " -"actual de los pagos acreditables y no acreditables, retenciones y " -"devoluciones de IVA de sus facturas de proveedor. " +"una obligación adicional con el |SAT| donde se proporciona el estado actual" +" de los pagos acreditables y no acreditables, retenciones y devoluciones de " +"IVA de sus facturas de proveedor se envían al SAT. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1029 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1108 msgid "" -"Unlike other reports, this is uploaded to a software provided by the |SAT| " -"that contains the A-29 form. In Odoo, you can download the records of your " -"transactions in a :file:`.txt` file that you can upload to the form, " +"Unlike other reports, the |DIOT| is uploaded to a software provided by the " +"|SAT| that contains the A-29 form. In Odoo, you can download the records of " +"your transactions as a :file:`.txt` file that can be uploaded to the form, " "avoiding direct capture of this data." msgstr "" -"A diferencia de otros reportes, este se sube a un software que proporciona " -"el |SAT| y que contiene el formulario A-29. En Odoo, puede descargar los " -"registros de sus transacciones en un archivo tipo :file:`.txt` que puede " -"subir al formulario y así evita capturar directamente estos datos. " +"A diferencia de otros reportes, el |DIOT| se sube a un software que " +"proporciona el |SAT| y que contiene el formulario A-29. En Odoo, puede " +"descargar los registros de sus transacciones en un archivo tipo :file:`.txt`" +" que puede subir al formulario y así evita capturar directamente estos " +"datos. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1033 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1112 msgid "" -"This file contains the total amount of your payments registered in vendor " -"bills, broken down into the corresponding types of IVA. The :guilabel:`VAT` " -"and :guilabel:`Country` is mandatory for all vendors." +"The transactions file contains the total amount of your payments registered " +"in vendor bills, broken down into the corresponding types of IVA. The " +":guilabel:`VAT` and :guilabel:`Country` is mandatory for all vendors." msgstr "" -"Este archivo contiene el importe total de sus pagos registrados en las " -"facturas de proveedor desglosados en los tipos correspondientes de IVA. Los " -"campos :guilabel:`NIIF` y :guilabel:`País` son obligatorios para todos los " -"proveedores. " +"El archivo de transacciones contiene el importe total de sus pagos " +"registrados en las facturas de proveedor desglosados en los tipos " +"correspondientes de IVA. Los campos :guilabel:`NIIF` y :guilabel:`País` son " +"obligatorios para todos los proveedores. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1116 msgid "" -"To get the report, go to :menuselection:`Accounting --> Reports --> Mexico " -"--> Transactions with third parties [DIOT]`. Select the month that suits " -"you, and press :guilabel:`DIOT (TXT)` to download the :file:`.txt` file." +"To get the |DIOT| report, go to :menuselection:`Accounting --> Reports --> " +"Mexico --> Transactions with third parties [DIOT]`. Select the month that " +"suits you, and click :guilabel:`DIOT (TXT)` to download the :file:`.txt` " +"file." msgstr "" -"Para generar el reporte, vaya a :menuselection:`Contabilidad --> Reportes " -"--> México --> Transacciones con terceros [DIOT]`. Seleccione el mes que " -"desee y haga clic en :guilabel:`DIOT (TXT)` para descargar el archivo " +"Para generar el |DIOT|, vaya a :menuselection:`Contabilidad --> Reportes -->" +" México --> Transacciones con terceros [DIOT]`. Seleccione el mes que desee " +"y haga clic en :guilabel:`DIOT (TXT)` para descargar el archivo " ":file:`.txt`. " #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example." -msgstr "Ejemplo de DIOT. " +msgid "A Vendor Bill that is In Payment." +msgstr "Una factura de proveedor se está pagando." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1045 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "DIOT (TXT) download button." +msgstr "Botón para descargar el DIOT (TXT)" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1129 msgid "" -"You need to fill the field :guilabel:`L10N Mx Type of Operation` in the " +"You need to fill the field, :guilabel:`L10N Mx Type of Operation`, in the " ":guilabel:`Accounting` tab of each one of your vendors to prevent validation" " errors. Make sure that your foreign customers have their country set up for" " :guilabel:`L10N Mx Nationality` to appear automatically." @@ -32288,9 +33326,9 @@ msgstr "" "configuración establecida correctamente para que aparezca automáticamente la" " :guilabel:`Nacionalidad L10N Mx`. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example contact." -msgstr "Ejemplo de contacto DIOT." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:0 +msgid "DIOT information on a vendor contact." +msgstr "Información del DIOT en el contacto del proveedor." #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:3 msgid "Netherlands" @@ -35749,7 +36787,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 #: ../../content/applications/finance/payment_acquirers/ogone.rst:9 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:93 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:98 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 msgid ":ref:`payment_acquirers/add_new`" @@ -35761,7 +36799,7 @@ msgstr ":ref:`payment_acquirers/add_new`" #: ../../content/applications/finance/payment_acquirers/authorize.rst:51 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:162 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:167 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 #: ../../content/applications/finance/payment_acquirers/stripe.rst:133 msgid ":doc:`../payment_acquirers`" @@ -36965,7 +38003,7 @@ msgstr "" "guaradar la información de la tarjeta, etc." #: ../../content/applications/finance/payment_acquirers/ogone.rst:99 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:95 msgid "Settings in Odoo" msgstr "Ajustes en Odoo" @@ -37012,10 +38050,24 @@ msgstr "" "cobran un cargo por suscripción. " #: ../../content/applications/finance/payment_acquirers/paypal.rst:9 +msgid "" +"While PayPal is available in `over 200 countries/regions " +"`_, only `a selection " +"of currencies are supported " +"`_." +msgstr "" +"Aunque PayPal está disponible en `más de 200 países y regiones " +"`_, solo `unas cuantas" +" divisas son compatibles " +"`_." + +#: ../../content/applications/finance/payment_acquirers/paypal.rst:14 msgid "Settings in PayPal" msgstr "Configuración en PayPal " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:16 msgid "" "To access your PayPal account settings, log into PayPal, open the " ":guilabel:`Account Settings`, and open the :guilabel:`Website payments` " @@ -37029,7 +38081,7 @@ msgstr "" msgid "PayPal account menu" msgstr "Menú de la cuenta de PayPal" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:19 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:24 msgid "" "Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return " "`, :ref:`PDT `, and :ref:`IPN ` " @@ -37039,11 +38091,11 @@ msgstr "" "activadas las opciones :ref:`Retorno automático `, " ":ref:`PDT ` y :ref:`IPN `. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:25 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:30 msgid "Auto Return" msgstr "Retorno automático" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:27 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:32 msgid "" "The **Auto Return** feature automatically redirects customers to Odoo once " "the payment is processed." @@ -37051,7 +38103,7 @@ msgstr "" "La función de **Retorno automático** redirige automáticamente a los clientes" " a Odoo una vez que se procesó el pago. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:29 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:34 msgid "" "From :guilabel:`Website payments`, go to :menuselection:`Website preferences" " --> Update --> Auto return for website payments --> Auto return` and select" @@ -37066,7 +38118,7 @@ msgstr "" "(por ejemplo, `https://yourcompany.odoo.com`) en el campo :guilabel:`URL de " "retorno` y luego haga clic en :guilabel:`Guardar`. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:35 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 msgid "" "Any URL does the job. Odoo only needs the setting to be enabled since it " "uses another URL." @@ -37074,11 +38126,11 @@ msgstr "" "Cualquier URL funciona. Odoo solo necesita que la opción esté activada pues " "usa otra URL. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:45 msgid "Payment Data Transfer (PDT)" msgstr "Transferencia de datos de pago (PDT)" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:42 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 msgid "" ":abbr:`PDT (Payment Data Transfer)` allows to receive payment confirmations," " displays the payment status to the customers, and verifies the authenticity" @@ -37091,7 +38143,7 @@ msgstr "" "del sitio web --> Actualizar`, baje hasta encontrar :guilabel:`Transferencia" " de datos de pago` y seleccione :guilabel:`Activar`." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:52 msgid "" "PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return " "` and :ref:`Payment Data Transfer (PDT) ` " @@ -37105,11 +38157,11 @@ msgstr "" ":guilabel:`Transferencia de datos de pago` para mostrar el token de nuevo." " " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:54 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:59 msgid "Instant Payment Notification (IPN)" msgstr "Notificación de pago instantáneo (IPN)" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:56 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:61 msgid "" ":abbr:`IPN (Instant Payment Notifications)` is similar to **PDT**, but " "allows for more notifications, such as chargeback notifications. To enable " @@ -37126,11 +38178,11 @@ msgstr "" "notificación`, seleccione :guilabel:`Recibir mensajes de IPN (Activado)` y " "luego en :guilabel:`Guardar`." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:63 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:68 msgid "PayPal Account Optional" msgstr "Cuenta opcional PayPal " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:65 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:70 msgid "" "We advise not to prompt customers to log in with a PayPal account upon " "payment. It is better and more accessible for customers to pay with a " @@ -37145,11 +38197,11 @@ msgstr "" "Actualizar` y seleccionarlo como :guilabel:`Activado` para la " ":guilabel:`Cuenta opcional PayPal`." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:71 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:76 msgid "Payment Messages Format" msgstr "Formato de mensajes de pago" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:73 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:78 msgid "" "If you use accented characters (or anything other than primary Latin " "characters) for customer names or addresses, then you **must** configure the" @@ -37161,7 +38213,7 @@ msgstr "" "el formato de codificación de la solicitud de pago que envia Odoo a PayPal. " "Si no lo hace, algunas transacciones fallarán sin notificarle. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:77 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 msgid "" "To do so, go to `your production account `_. Then, click " @@ -37173,7 +38225,7 @@ msgstr "" "en :guilabel:`Más Opciones` y establezca los dos formatos de codificación " "como :guilabel:`UTF-8`. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:87 msgid "" "For Encrypted Website Payments & EWP_SETTINGS error, please check the " "`Paypal documentation `_." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:85 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 msgid "" "Configure your :ref:`Paypal Sandbox account `, then follow " "this `link `_ para configurar el " "formato de codificación en un entorno de prueba. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:96 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:101 msgid "Credentials" msgstr "Credenciales" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:98 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:103 msgid "" "Odoo needs your **API Credentials** to connect with your PayPal account. To " "do so, go to :menuselection:`Accounting --> Configuration --> Payment " @@ -37214,13 +38266,13 @@ msgstr "" "credenciales de su cuenta de PayPal en la pestaña de " ":guilabel:`Credenciales`: " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:102 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 msgid ":guilabel:`Email`: the login email address in Paypal;" msgstr "" ":guilabel:`Correo electrónico`: la dirección de correo electrónico para " "iniciar sesión en Paypal;" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:103 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:108 msgid "" ":guilabel:`PDT Identity Token`: the key used to verify the authenticity of " "transactions;" @@ -37228,17 +38280,17 @@ msgstr "" ":guilabel:`Token de identidad`: la clave que se usa para verificar la " "autenticidad de las transacciones;" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:104 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 msgid ":guilabel:`Use IPN`: enable for PayPal to work properly in Odoo." msgstr "" ":guilabel:`Usar IPN`: actívelo para que PayPal funcione adecuadamente en " "Odoo." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:112 msgid "Save the :guilabel:`PDT Identity Token` for later use." msgstr "Guarde el :guilabel:`Token de identidad PDT` para usarlo después. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:114 msgid "" "To set the :guilabel:`PDT Identity Token`, switch to :ref:`developer mode " "` and retrieve the token by following the configuration " @@ -37248,11 +38300,11 @@ msgstr "" ":ref:`modo desarrollador ` y obtenga el token siguiendo los " "pasos de configuración en :ref:`paypal/pdt`." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:113 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:118 msgid "The PayPal **Merchant ID** is not required in Odoo." msgstr "Odoo no requiere el **ID de comerciante** de PayPal. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:115 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 msgid "" "If you are trying PayPal as a test, using a :ref:`PayPal Sandbox account " "`, change the :guilabel:`State` to :guilabel:`Test Mode`. We" @@ -37264,11 +38316,11 @@ msgstr "" "prueba`. Le recomendamos hacerlo en una base de datos de prueba de Odoo en " "lugar de su base de datos principal. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:125 msgid "Extra fees" msgstr "Tarifas adicionales " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:122 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:127 msgid "" "You can charge **extra fees** to customers choosing to pay with PayPal in " "order to cover the transaction fees PayPal charges you. Once redirected to " @@ -37279,7 +38331,7 @@ msgstr "" "redirigido a PayPal, su cliente verá un importe adicional que se aplica al " "importe de la orden. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:126 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 msgid "" "To activate this option, go to :menuselection:`Accounting --> Configuration " "--> Payment Acquirers` and select :guilabel:`PayPal`. Then, go to the " @@ -37290,7 +38342,7 @@ msgstr "" "Luego, vaya a la pestaña de :guilabel:`Tarifas` y seleccione la casilla de " ":guilabel:`Agregar tarifas adicionales`. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:136 msgid "" "You can refer to `Paypal Fees `_ to set up fees." @@ -37299,7 +38351,7 @@ msgstr "" "`_ para establecer las " "suyas." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:133 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:138 msgid "" "`Traders in the EU " "`_ no tienen permitido cobrar cuotas adicionales por " "pagar con tarjetas de crédito. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:138 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:143 msgid "Test environment" msgstr "Entorno de prueba" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:143 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:148 msgid "" "Thanks to PayPal sandbox accounts, you can test the entire payment flow in " "Odoo." @@ -37323,7 +38375,7 @@ msgstr "" "Gracias a las cuentas sandbox de PayPal, puede probar el flujo de pago " "completo en Odoo. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:145 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:150 msgid "" "Log into the `Paypal Developer Site `_ using " "your PayPal credentials, which creates two sandbox accounts:" @@ -37332,7 +38384,7 @@ msgstr "" "`_ usando sus credenciales de PayPal, lo que " "crea dos cuentas sandbox:" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:148 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 msgid "" "A business account (to use as merchants, e.g., " "`pp.merch01-facilitator@example.com " @@ -37342,7 +38394,7 @@ msgstr "" "`pp.merch01-facilitator@example.com " "`_); " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:150 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:155 msgid "" "A default personal account (to use as shoppers, e.g., " "`pp.merch01-buyer@example.com `_)." @@ -37351,7 +38403,7 @@ msgstr "" "ejemplo `pp.merch01-buyer@example.com " "`)." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:158 msgid "" "Log into PayPal sandbox using the merchant account and follow the same " "configuration instructions. Enter your sandbox credentials in Odoo " @@ -37366,7 +38418,7 @@ msgstr "" "Proveedores de pago--> PayPal` en la pestaña de :guilabel:`Credenciales`, y " "asegúrese de que el estado esté en :guilabel:`Ambiente de prueba`. " -#: ../../content/applications/finance/payment_acquirers/paypal.rst:159 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:164 msgid "Run a test transaction from Odoo using the sandbox personal account." msgstr "" "Ejecute una transacción de prueba desde Odoo con la cuenta sandbox personal." diff --git a/locale/es/LC_MESSAGES/general.po b/locale/es/LC_MESSAGES/general.po index 7abfaeca2..d7e72c96e 100644 --- a/locale/es/LC_MESSAGES/general.po +++ b/locale/es/LC_MESSAGES/general.po @@ -26,17 +26,17 @@ # Patricia Gutiérrez Capetillo , 2023 # Wil Odoo, 2023 # Lucia Pacheco, 2023 -# Iran Villalobos López, 2023 # Fernanda Alvarez, 2023 +# Iran Villalobos López, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" -"Last-Translator: Fernanda Alvarez, 2023\n" +"Last-Translator: Iran Villalobos López, 2023\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -5374,12 +5374,12 @@ msgstr "Compras dentro de la aplicación (IAP)" msgid "" "In-App Purchases (IAP) gives access to additional services through Odoo. For" " instance, it allows you to send SMS Text Messages or to send Invoices by " -"post directly from my database." +"post directly from your database." msgstr "" -"Las Compras dentro de la aplicación (IAP) le dan acceso a servicios " -"adicionales a través de Odoo. Por ejemplo, le permite enviar mensajes de " -"texto SMS o enviar facturas por correo postal directamente desde la base de " -"datos." +"Las compras dentro de la aplicación (IAP, por sus siglas en inglés) le dan " +"acceso a servicios adicionales a través de Odoo. Por ejemplo, le permiten " +"enviar mensajes de texto SMS o enviar facturas por correo postal desde la " +"base de datos." #: ../../content/applications/general/in_app_purchase.rst:9 msgid "Buying Credits" @@ -5388,20 +5388,22 @@ msgstr "Comprar créditos" #: ../../content/applications/general/in_app_purchase.rst:11 msgid "" "Each IAP Service relies on prepaid credits to work and has its own pricing. " -"To consult my current balance or to recharge my account, go to " +"To consult your current balance or to recharge your account, go to " ":menuselection:`Settings --> Odoo IAP --> View my Services`." msgstr "" -"Cada servicio IAP tiene su propio precio y depende de los créditos " -"prepagados para funcionar. Para consultar su balance actual o recargar su " -"cuenta, vaya a :menuselection:`Ajustes --> Odoo IAP --> Ver mis servicios`." +"Cada servicio de compras dentro de la aplicación tiene su propio precio y " +"depende de créditos prepagados para funcionar. Para consultar su saldo " +"actual o recargar su cuenta, vaya a :menuselection:`Ajustes --> Compras " +"dentro de la aplicación de Odoo --> Ver mis servicios`." #: ../../content/applications/general/in_app_purchase.rst:19 msgid "" -"If I am on Odoo Online and have the Enterprise version, I benefit from free " -"credits to test our IAP features." +"If you are on Odoo Online and have the Enterprise version, you benefit from " +"free credits to test our IAP features." msgstr "" -"Si está en Odoo en línea y tiene la versión Enterprise, cuenta con créditos " -"gratis para probar nuestras funciones IAP." +"Si se encuentra en Odoo en línea y tiene la versión Enterprise, cuenta con " +"créditos gratis para probar nuestras funciones de compras dentro de la " +"aplicación." #: ../../content/applications/general/in_app_purchase.rst:23 msgid "IAP accounts" @@ -5436,15 +5438,16 @@ msgstr "Portal IAP" #: ../../content/applications/general/in_app_purchase.rst:40 msgid "" -"The IAP Portal is a platform regrouping my IAP Services. It is accessible " +"The IAP Portal is a platform regrouping your IAP Services. It is accessible " "from :menuselection:`Settings app --> Odoo IAP --> View my Services`. From " -"there, I can view my current balance, recharge my credits, review my " -"consumption and set a reminder to when credits are low." +"there, you can view your current balance, recharge your credits and set a " +"reminder when your balance falls below a threshold." msgstr "" -"El portal IAP es una plataforma que reagrupa sus servicios IAP. Se puede " -"acceder desde :menuselection:`Ajustes --> Odoo IAP --> Ver mis servicios`. " -"Ahí puede ver su balance actual, recargar sus créditos, revisar su consumo y" -" establecer un recordatorio para cuando los créditos lleguen a una cantidad " +"El portal IAP es una plataforma que reagrupa sus servicios de compras dentro" +" de la aplicación. Puede acceder mediante :menuselection:`Ajustes --> " +"Compras dentro de la aplicación de Odoo --> Ver mis servicios`. Ahí puede " +"consultar su saldo actual, recargar créditos, revisar su consumo y " +"establecer un recordatorio para cuando los créditos lleguen a una cantidad " "mínima." #: ../../content/applications/general/in_app_purchase.rst:48 @@ -5454,65 +5457,20 @@ msgstr "" #: ../../content/applications/general/in_app_purchase.rst:50 msgid "" -"To be notified when it’s time to recharge my credits, I’ll go to my IAP " -"Portal through :menuselection:`Settings app --> Odoo IAP --> View my " -"Services`, unfold a service and mark the Receive threshold warning option. " -"Then, I’ll provide a minimum amount of credits and email addresses. Now, " -"every time that the limit is reached, an automatic reminder will be sent to " -"by email!" +"To be notified when it’s time to recharge your credits, you can go to your " +"IAP Portal through :menuselection:`Settings app --> Odoo IAP --> View my " +"Services`, unfold a service and check the Receive threshold warning option. " +"Then, you can provide a minimum amount of credits and email addresses. Now, " +"every time that the limit is reached, an automatic reminder will be sent by " +"email!" msgstr "" -"Para recibir una notificación cuando sea el momento de recargar sus " -"créditos, vaya a su portal IAP a través de :menuselection:`Ajustes --> Odoo " -"IAP --> Ver mis servicios`, despliegue un servicio y marque la opción de " -"\"Recibir advertencia de umbral\". Luego, proporcione una cantidad mínima de" -" créditos y direcciones de correo electrónico. Ahora, cada vez que se " -"alcance el límite, se enviará un recordatorio automático por correo " -"electrónico." - -#: ../../content/applications/general/in_app_purchase.rst:60 -msgid "IAP services available" -msgstr "Servicios IAP disponibles" - -#: ../../content/applications/general/in_app_purchase.rst:62 -msgid "" -"Different services are available depending on the hosting type of your " -"Database:" -msgstr "" -"Hay diferentes servicios disponibles según el tipo de alojamiento de su base" -" de datos:" - -#: ../../content/applications/general/in_app_purchase.rst:64 -msgid "" -"*Odoo Online*: only the IAP services provided by Odoo can be used (i.e. the " -"SMS, Snailmail, Reveal and Partner Autocomplete features);" -msgstr "" -"*Odoo en línea*: solo se pueden utilizar los servicios IAP proporcionados " -"por Odoo (es decir, las funciones de SMS, correo postal, revelar y " -"autocompletar al partner)." - -#: ../../content/applications/general/in_app_purchase.rst:66 -msgid "" -"*Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by " -"Odoo and by third-party apps can be used." -msgstr "" -"*Odoo.sh y Odoo Enterprise (de forma local)*: se pueden utilizar tanto los " -"servicios proporcionados por Odoo como por aplicaciones de terceros." - -#: ../../content/applications/general/in_app_purchase.rst:70 -msgid "Offering my own services" -msgstr "Ofrecer servicios propios" - -#: ../../content/applications/general/in_app_purchase.rst:72 -msgid "" -"I am more than welcome to offer my own IAP services through Odoo Apps! It is" -" the perfect opportunity to get recurring revenue for an ongoing service use" -" rather than — and possibly instead of — a sole initial purchase. Please, " -"find more information at: :doc:`/developer/howtos/provide_iap_services`." -msgstr "" -"¡Es bienvenido a ofrecer sus propios servicios IAP a través de Odoo! Es la " -"oportunidad perfecta para conseguir ingresos recurrentes mediante un " -"servicio continuo en lugar de una única compra inicial. Puede obtener más " -"información en :doc:`/developer/howtos/provide_iap_services`." +"Para recibir una notificación cuando sea momento de recargar sus créditos, " +"vaya a su portal de compras dentro de la aplicación a través de la " +"aplicación :menuselection:`Ajustes --> Compras dentro de la aplicación de " +"Odoo --> Ver mis servicios`, despliegue un servicio y marque la opción " +"\"recibir advertencia de límite\". Luego, proporcione una cantidad mínima de" +" créditos y direcciones de correo electrónico. Ahora cada que alcance el " +"límite, recibirá un recordatorio automático por correo electrónico." #: ../../content/applications/general/users.rst:5 msgid "Users and companies" diff --git a/locale/es/LC_MESSAGES/inventory_and_mrp.po b/locale/es/LC_MESSAGES/inventory_and_mrp.po index 91b5bc015..a80a15483 100644 --- a/locale/es/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/es/LC_MESSAGES/inventory_and_mrp.po @@ -12,27 +12,27 @@ # Katerina Katapodi , 2021 # José Cabrera Lozano , 2021 # Jesús Alan Ramos Rodríguez , 2021 -# Lina Maria Avendaño Carvajal , 2021 # Pablo Rojas , 2021 # Mariela Moreno , 2022 # Aimée Mendoza Sánchez, 2023 -# Braulio D. López Vázquez , 2023 # Pedro M. Baeza , 2023 -# Wil Odoo, 2023 # Martin Trigaux, 2023 +# Lina Maria Avendaño Carvajal , 2023 +# Braulio D. López Vázquez , 2023 +# Wil Odoo, 2023 +# Lucia Pacheco, 2023 +# Fernanda Alvarez, 2023 # Iran Villalobos López, 2023 # Patricia Gutiérrez Capetillo , 2023 -# Fernanda Alvarez, 2023 -# Lucia Pacheco, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:48+0000\n" -"Last-Translator: Lucia Pacheco, 2023\n" +"Last-Translator: Patricia Gutiérrez Capetillo , 2023\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -383,32 +383,50 @@ msgstr "" msgid "GS1 barcode nomenclature" msgstr "Nomenclatura de código de barras GS1" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:5 -msgid "" -"`GS1 nomenclature `_ consolidates multiple pieces of" -" information in a single barcode. Each piece needs to follow a specific " -"barcode pattern—which is a defined format of numbers, letters, special " -"characters, and character length—to ensure proper interpretation of the " -"barcode. By scanning the barcode on an unopened box, GS1 nomenclature can " -"identify the product, lot number, number of units contained, and more." -msgstr "" -"`La simbología GS1 `_ consolida la información en un" -" mismo código de barras. Cada pieza de información debe seguir un patrón de " -"código de barras en específico, el cual es un formato de números, letras, " -"caracteres especiales y longitud de los caracteres definido; así es como nos" -" aseguramos de que el código de barras se interpreta de forma correcta. Con " -"la simbología GS1 es posible identificar el producto, su lote, el número de " -"unidades del producto y mucho más sin tener que abrir el paquete." - #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 msgid "" +"`GS1 nomenclature `_ consolidates various product " +"and supply chain data into a single barcode. Odoo takes in `unique Global " +"Trade Item Numbers `_ (GTIN), " +"purchased by businesses, to enable global shipping, sales, and eCommerce " +"product listing." +msgstr "" +"La `nomenclatura GS1 `_ consolida varios datos del " +"producto y de la cadena de suministro en un solo código de barras. Odoo " +"utiliza los `Números globales de artículos comerciales " +"`_ (GTIN), que compran las " +"empresas para poder hacer envíos y ventas internacionales, y enlistar sus " +"productos dentro de su comercio electrónico. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:17 +msgid "" +"Configure GS1 nomenclature to scan barcodes of sealed boxes and identify " +"essential product information, such as |GTIN|, lot number, quantity " +"information, and more." +msgstr "" +"Configure la nomenclatura GS1 para escanear códigos de barrar de cajas " +"selladas e identificar la información del producto, como el número global de" +" artículos comerciales, el número de lote, la cantidad y más. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +msgid "" +"|GTINs| are unique product identification that **must** be `purchased from " +"GS1 `_ to use GS1 barcodes." +msgstr "" +"Los números globales de artículos comerciales (GTIN, por sus siglas en " +"inglés) son la identificación única de un producto que **debe** `comprarse a" +" GS1 `_ para usar los códigos de" +" barras GS1. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:25 +msgid "" "`All GS1 barcodes `_" msgstr "" "`Todos los códigos de barras GS1. " "`_" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:26 msgid "" ":ref:`Odoo's default GS1 rules `" @@ -416,18 +434,18 @@ msgstr "" ":ref:`Las reglas predeterminadas para GS1 de Odoo. " "`" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:27 msgid "" ":ref:`Why's my barcode not working? `" msgstr "" ":ref:`¿Por qué no funciona mi código de barras? " "`" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:32 msgid "Set up barcode nomenclature" msgstr "Configurar una nomenclatura de código de barras" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:34 msgid "" "To use GS1 nomenclature, navigate to the :menuselection:`Inventory app --> " "Configuration --> Settings`. Then under the :guilabel:`Barcode` section, " @@ -444,636 +462,184 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 msgid "" -"Choose GS1 from dropdown and click the internal link to see the list of GS1 " +"Choose GS1 from dropdown and click the external link to see the list of GS1 " "rules." msgstr "" -"Elija GS1 en el menú desplegable y haga clic en el enlace interno para ver " -"la lista de reglas GS1." +"Elija GS1 desde el menú desplegable y haga clic en el vínculo externo para " +"ver una lista de las reglas GS1. " -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:43 msgid "" -"To view and edit a list of GS1 *rules* and *barcode patterns* Odoo supports " -"by default, click the :guilabel:`➡️ (External link)` icon to the right of " -"the :guilabel:`Barcode Nomenclature` selection." +"The list of GS1 *rules* and *barcode patterns* Odoo supports by default is " +"accessible by clicking the :guilabel:`➡️ (arrow)` icon to the right of the " +":guilabel:`Barcode Nomenclature` selection." msgstr "" -"Para ver y editar la lista de *reglas* GS1 y *patrones de código de barras* " -"que son compatibles con Odoo, haga clic en el icono :guilabel:`➡️ (enlace " -"externo)` que se encuentra a la derecha de la selección de " +"Para acceder a la lista de *reglas* GS1 y *patrones de código de barras* que" +" son compatibles con Odoo de forma predeterminada, haga clic en el icono " +":guilabel:`➡️ (flecha)` que se encuentra del lado derecho de la selección " ":guilabel:`Nomenclatura de código de barras`." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:33 -msgid "" -"Opening the pop-up table provides an editable view of GS1 :guilabel:`Rule " -"Names` available in Odoo. The table contains all the information that can be" -" condensed with a GS1 barcode, along with the corresponding " -":guilabel:`Barcode Pattern`." -msgstr "" -"Al abrir la tabla emergente tendrá acceso a una vista editable de los " -":guilabel:`nombres de reglas` GS1 que están disponibles en Odoo. La tabla " -"contiene toda la información que se puede condensar con un código de barras " -"GS1 junto con el :guilabel:`Patrón de código de barras` correspondiente." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:38 -msgid "" -"After setting GS1 as the barcode nomenclature, :menuselection:`Barcode " -"Nomenclatures` can also be accessed by first enabling :ref:`developer mode " -"`. Navigate to :menuselection:`Inventory app --> " -"Configuration --> Barcode Nomenclatures` and finally, select " -":guilabel:`Default GS1 Nomenclature`." -msgstr "" -"Después de configurar GS1 como la nomenclatura de código de barras, también " -"puede acceder a las :menuselection:`nomenclaturas de códigos de barras` " -"desde el :ref:`modo desarrollador `. Navegue al " -":menuselection:`Inventario --> Configuración --> Nomenclatura del código de " -"barras` y seleccione :guilabel:`Default GS1 Nomenclature` (nomenclatura GS1 " -"predeterminada)." - #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:46 -msgid "Use GS1 barcode" -msgstr "Uso del código de barras GS1" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:48 msgid "" -"To build GS1 barcodes in Odoo, combine multiple pieces of information using " -"the specified barcode pattern. The `application identifier " -"`_ (A.I.) " -"serves as the universal prefix for GS1 for barcode identification. Odoo uses" -" regular expressions to describe barcode patterns concisely. Each barcode " -"pattern begins with a required 2-4 digit :abbr:`A.I. (application " -"identifier)`, which corresponds to the rule defined in the system's " -":ref:`barcode nomenclature list `. By including the appropriate :abbr:`A.I. (application " -"identifier)` from the list, Odoo can accurately interpret GS1 barcodes. " -"While most barcode patterns have a flexible length, some specific patterns, " -"such as barcodes for dates, have defined length requirements." +"In the :guilabel:`Open: Nomenclature` pop-up table, view and edit the GS1 " +":guilabel:`Rule Names` available in Odoo. The table contains all the " +"information that can be condensed with a GS1 barcode, along with the " +"corresponding :guilabel:`Barcode Pattern`." msgstr "" -"Para crear códigos de barras en Odoo, combine varios pedazos de información " -"con el patrón de código de barras específico. Los `Identificadores de " -"Aplicación `_ (IA) es un prefijo para la identificación de código de barras" -" para GS1. Odoo usa expresiones regulares para describir el patrón de código" -" de barras específico. Cada patrón de código de barras empieza con un dígito" -" 2-4 de :abbr:`IA (identificadores de aplicación)` requerido. Este dígito " -"corresponde a la regla que se definió en :ref:`la lista de nomenclatura de " -"código de barras ` del " -"sistema, de esta forma Odoo puede interpretar los códigos de barra GS1. La " -"mayoría de los códigos de barra pueden tener el largo que sea, excepto " -"algunos patrones específicos que tienen un largo requerido, como códigos de " -"barra para fechas." +"En la tabla emergente de :guilabel:`Abrir: Nomenclatura` puede ver y editar " +"los :guilabel:`nombres de reglas` disponibles en Odoo. La tabla contiene " +"toda la información que se puede condensar en un código de barras GS1 junto " +"con el :guilabel:`Patrón de código de barras` correspondiente. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:51 +msgid "" +"After setting GS1 as the barcode nomenclature, the :menuselection:`Barcode " +"Nomenclatures` settings can also be accessed by a hidden menu that's " +"discoverable after enabling :ref:`developer mode `. Once " +"enabled, navigate to the :menuselection:`Inventory app --> Configuration -->" +" Barcode Nomenclatures` menu and finally, select :guilabel:`Default GS1 " +"Nomenclature`." +msgstr "" +"Después de configurar la nomenclatura del código de barras como GS1, también" +" podrá acceder a la configuración de las :menuselection:`Nomenclaturas de " +"código de barras` a través de un menú oculto que aparece al activar el " +":ref:`modo desarrollador `. Una vez activado, vaya a " +":menuselection:`Inventario --> Configuración --> Nomenclaturas de código de " +"barras` y seleccione la :guilabel:`Nomenclatura predeterminada GS1`." #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:60 -msgid "" -"Use the FNC1 separator (`\\x1D`) to end the barcode without needing to reach" -" the maximum character length." -msgstr "" -"Para terminar el código sin llegar a la longitud de caracteres máxima, use " -"el separador FNC1 (`\\x1D`)." +msgid "Use GS1 barcodes in Odoo" +msgstr "Uso de los códigos de barras GS1 en Odoo" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:62 +msgid "" +"For product identification using GS1 barcodes in Odoo, businesses obtain a " +"`unique GTIN `_ as an " +"internationally distinct product identifier purchased from GS1. This |GTIN| " +"is combined with specific product details following GS1's designated " +"*barcode pattern*. The barcode pattern's arrangement of numbers and letters " +"must adhere to GS1 conventions for accurate interpretation by global systems" +" along the supply chain." +msgstr "" +"Para identificar productos con los códigos de barras GS1 en Odoo, los " +"negocios obtienen un `GTIN único `_ como un identificador internacional distintivo del producto que " +"se compra desde GS1. Este número se combina con detalles específicos del " +"producto que siguen los *patrones de código de barras* de GS1. El acomodo " +"del patrón del código de barras de los números y letras debe seguir las " +"convenciones de GS1 para que los sistemas internacionales en la cadena de " +"suministro puedan hacer una interpretación adecuada. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:68 +msgid "" +"Every barcode starts with a 2-4 digit `application identifier " +"`_ (A.I.). " +"This required prefix universally indicates what kind of information the " +"barcode contains. Odoo follows GS1 rules for identifying information, as " +"detailed in the :ref:`default GS1 rules list `. Including the relevant |AI| from the list enables " +"Odoo to correctly interpret GS1 barcodes. While most barcode patterns have a" +" fixed length requirement, certain ones, such as lots and serial numbers, " +"have flexible length." +msgstr "" +"Cada código de barras empieza con un `identificador de aplicación " +"`_ (A.I., " +"por sus siglas en inglés) de 2-4 dígitos. Este prefijo obligatorio indica " +"de manera universal qué tipo de información contiene el código de barras. " +"Odoo cumple con las reglas GS1 para identificar la información como se " +"detalla en la :ref:`lista de reglas predeterminadas GS1 " +"`. También se incluye la " +"información relevante del identificador de aplicación de la lista que " +"proporciona Odoo para interpretar correctamente los códigos de barras GS1. " +"Aunque la mayoría de patrones de código de barras tiene una longitud fija " +"requerida, algunos, como los lotes y los números de seria, tienen una " +"longitud más flexible. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:77 +msgid "" +"For flexible-length barcode patterns not placed at the end of the GS1 " +"barcode, use the FNC1 separator (`\\\\x1D`) to end the barcode." +msgstr "" +"Para patrones de código de barras de longitud flexible que no se ubican al " +"final de código de barras GS1, utilice el separador FNC1 (`\\\\x1D`) al " +"final del código de barras. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:80 +msgid "" +"Example: The barcode pattern for lot numbers is 20 characters long. Instead " +"of creating a 20-character lot number barcode, like `LOT00000000000000001`, " +"use the FNC1 separator to make it shorter: `LOT001\\x1D`." +msgstr "" +"Por ejemplo: el patrón de código de barra para números de lote es de 20 " +"caracteres de largo. En lugar de crear un número de lote de 20 caracteres, " +"como `LOT00000000000000001`, use el separador FNC1 para hacerlo más corto: " +"`LOT001\\x1D`." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:84 msgid "" "Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " -"and rules to follow. Otherwise, the following section contains examples of " -"how to generate a barcode for common items in a warehouse." +"and rules to follow. Otherwise, refer to :ref:`this GS1 usage doc " +"` for specific examples of combining |GTIN| to" +" product information and configuring the workflow." msgstr "" -"Consulte :ref:`la lista de nomenclatura GS1 ` para ver la lista completa de todos los patrones y " -"reglas de código de barras que tiene que seguir. También en la siguiente " -"sección podrá ver ejemplos sobre cómo generar códigos de barras para " -"productos usuales de un almacén." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:68 -msgid "Product + quantity + lot" -msgstr "Producto + cantidad + lot" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:70 -msgid "" -"To build a GS1 barcode for a box that contains a product, number of units in" -" it, and the lot number, the following barcode patterns are used:" -msgstr "" -"Los siguientes patrones de códigos de barras se usar para poder construir un" -" código de barras GS1 que le indique qué producto, cuántas unidades y número" -" de lote que contiene una caja:" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Name" -msgstr "Nombre" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Rule Name" -msgstr "Nombre de regla" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "A.I." -msgstr "IA" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Barcode Pattern" -msgstr "Patrón de código de barras" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Field in Odoo" -msgstr "Campo en Odoo" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "Product" -msgstr "Producto" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "Global Trade Item Number (GTIN)" -msgstr "Código comercial global de artículo (GTIN)" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "01" -msgstr "01" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "(01)(\\\\d{14})" -msgstr "(01)(\\\\d{14})" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid ":guilabel:`Barcode` field on product form" -msgstr "Campo :guilabel:`Código de barras` en un formulario de producto" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 -msgid "Quantity" -msgstr "Cantidad" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "Variable count of items" -msgstr "Conteo de artículos variables" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -msgid "30" -msgstr "30" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "(30)(\\\\d{0,8})" -msgstr "(30)(\\\\d{0,8})" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid ":guilabel:`Units` field on transfer form" -msgstr "Campo :guilabel:`Unidades` en el formulario de transferencia" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "Lot Number" -msgstr "Número de Lote" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -msgid "Batch or lot number" -msgstr "Lote o número de lote" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "10" -msgstr "10" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" -msgstr "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid ":guilabel:`Lot` on Detailed Operations pop-up" -msgstr ":guilabel:`Lote` en la ventana emergente de operaciones detalladas" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:88 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 -#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:9 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:42 -#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 -msgid "Configuration" -msgstr "Configuración" +"Consulte la :ref:`lista de nomenclatura GS1 GS1 ` para ver una lista completa de todos los patrones de" +" código de barras y reglas a seguir. También puede consultar el " +":ref:`documento de uso GS1 ` para ver ejemplos" +" específicos al combinar el GTIN para la información de los productos y " +"configurar el flujo de trabajo. " #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:90 -msgid "" -"To track products using lots, first enable the :ref:`Lots and Serial Numbers" -" ` feature. To do so, navigate " -"to :menuselection:`Inventory app --> Configuration --> Settings`. Next, " -"under the :guilabel:`Traceability` heading, check the box for " -":guilabel:`Lots & Serial Numbers`." +msgid ":ref:`Lots workflow `" +msgstr ":ref:`Flujo de trabajo de lotes `" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:91 +msgid ":ref:`Non-unit quantities workflow `" msgstr "" -"Para rastrear productos mediante lotes, primero debe activar la función " -":ref:`Lotes y números de serie " -"`. Para hacerlo, vaya a " -":menuselection:`Inventario--> Configuración --> Ajustes` y después, en el " -"encabezado :guilabel:`Trazabilidad` y marque la casilla :guilabel:`Lotes y " -"números de serie`." +":ref:`Flujo de trabajo para cantidades sin unidad " +"`" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:95 -msgid "" -"Then, set up the product barcode by navigating to the intended product form " -"in :menuselection:`Inventory app --> Products --> Products` and selecting " -"the product. On the product form, click :guilabel:`Edit`. Then, in the " -":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " -"with the 14-digit `Global Trade Item Number (GTIN) " -"`_, which is a universal and " -"unique identifying number from GS1." -msgstr "" -"Para configurar el código de barras del producto vaya a " -":menuselection:`Inventario --> Productos --> Productos` y seleccione el " -"producto para editar el formulario. Después, en la pestaña de " -":guilabel:`Información general`, llene el campo :guilabel:`Código de barras`" -" con el `Número comercial global de artículo (GTIN) " -"`_ que consta de 14 dígitos. " -"Este es un número GS1 universal y único." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:103 -msgid "" -"On the product form, omit the :abbr:`A.I. (application identifier)` `01` for" -" GTIN product barcode pattern, as it is only used to encode multiple " -"barcodes into a single barcode that contains detailed information about the " -"package contents." -msgstr "" -"Omita el :abbr:`IA (identificador de aplicación)` `01` para el patrón GTIN " -"de código de barras, ya que solo se usa para codificar varios códigos de " -"barras en uno solo que contiene la información sobre el contenido del " -"paquete." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:108 -msgid "" -"To create a barcode for the product, `Fuji Apple`, enter the 14-digit GTIN " -"`12345678901231` in the :guilabel:`Barcode` field on the product form." -msgstr "" -"Para crear un código de barras para el producto `Manzana fuji`, ingrese el " -"GTIN de 14 dígitos `12345678901231` en el campo :guilabel:`Código de barras`" -" en el formulario del producto." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Enter 14-digit GTIN into the Barcode field on product form." -msgstr "" -"Ingrese el GTIN de 14 dígitos en el campo de código de barras dentro del " -"formulario de productos." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:116 -msgid "" -"It is also possible to view a list of all products and barcodes. To access " -"this list, go to :menuselection:`Inventory --> Configuration --> Settings`. " -"Under the :guilabel:`Barcode` heading, click on the :guilabel:`Configure " -"Product Barcodes` button under the :guilabel:`Barcode Scanner` section. " -"Enter the 14-digit GTIN into the :guilabel:`Barcode` column, then click " -":guilabel:`Save`." -msgstr "" -"También es posible ver una lista de todos los productos y códigos de barras." -" Para ingresar a esta lista vaya a :menuselection:`Inventario --> " -"Configuración --> Ajustes`. En el encabezado :guilabel:`Código de barras`, " -"haga clic en el enlace :guilabel:`Configurar códigos de barras de " -"productos`. Esto lo llevará a una nueva página, en la columna " -":guilabel:`Código de barras` ingrese el GTIN de 14 dígitos y haga clic fuera" -" del campo para guardar los cambios." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "View the Product Barcodes page from inventory settings." -msgstr "" -"Vea la página de códigos de barra de productos desde los ajustes del " -"inventario." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 -msgid "" -"Next, enable lots and serial number tracking on the product. Select the " -":guilabel:`Inventory` tab on the product form. Under :guilabel:`Tracking`, " -"choose the :guilabel:`By Lots` radio button." -msgstr "" -"Después, active la opción de rastrear el producto según el lote o número de " -"serie. Seleccione la pestaña :guilabel:`Inventario` en el formulario de " -"producto. En :guilabel:`Trazabilidad` elija la opción :guilabel:`Por lotes`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "" -"Enable product tracking by lots in the \"Inventory\" tab of the product " -"form." -msgstr "" -"Activar el seguimiento del producto por lotes desde la pestaña " -"\"Inventario\" del formulario del producto." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:136 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:198 -msgid "Scan barcode on receipt" -msgstr "Escanear el código de barras al recibirlo" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 -msgid "" -"To ensure accurate lot interpretation in Odoo on product barcodes scanned " -"during a receipt operation, navigate to the :menuselection:`Barcode` app to " -"manage the :ref:`receipt picking process `." -msgstr "" -"Para asegurarnos de que Odoo interpreta bien el lote se interpreta desde el " -"código de barras al momento de la recepción, vaya a la aplicación " -":menuselection:`Código de barras` para gestionar el :ref:`proceso de " -"recepción `." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 -msgid "" -"From the :guilabel:`Barcode Scanning` dashboard, click the " -":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " -"the list of vendor receptions to process. Receipts generated from :abbr:`POs" -" (Purchase Orders)` are listed, but new receipt operations can also be " -"created directly through the :menuselection:`Barcode` app using the " -":guilabel:`Create` button." -msgstr "" -"Ya que esté en el tablero de :guilabel:`escaneo de código de barras` haga " -"clic en el botón :guilabel:`Operaciones` y después en " -":guilabel:`Recepciones` para ver la lista de recepciones de proveedor que se" -" están procesando. Se mostrarán recepciones que se hayan creado de " -":guilabel:`órdenes de compra`, pero también puede crear operaciones de " -"recepción nuevas directamente desde la aplicación :menuselection:`Código de " -"barras`, solo haga clic en el botón :guilabel:`Nuevo`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:147 -msgid "" -"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" -" product barcodes and lot numbers with a barcode scanner. The scanned " -"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " -"open a window and manually enter quantities for specific lot numbers." -msgstr "" -"En la lista de recibos, haga clic en la operación del almacén (`WH/IN`) para" -" escanear los códigos de barras de producto y su número de lote con el " -"escáner. El producto escaneado aparecerá en la lista de inmediato, solo " -"tiene que hacer clic en el botón con forma de :guilabel:`✏️ (lápiz)` para " -"abrir una ventana e ingresar las cantidades de forma manual." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:153 -msgid "" -"After placing a :abbr:`PO (Purchase Order)` for 50 apples, navigate to the " -"associated receipt. Scan the product barcode, and Odoo will prompt for the " -"lot number." -msgstr "" -"Después de realizar una :guilabel:`Orden de compra` para 50 manzanas, vaya a" -" la operación de recepción asociada. Escanee el código de barras del " -"producto y Odoo le pedirá el número de lote." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "" -"Scan the barcode for a product on the reception picking page in the " -"*Barcode* app." -msgstr "" -"Escanee el código de barras de un producto al recibir un paquete en la " -"aplicación *Código de barras*." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:160 -msgid "" -"Scan the lot number to process 1 of 50 apples. To avoid scanning 49 " -"remaining barcodes, click the :guilabel:`✏️ (pencil)` button next to the " -"desired lot number." -msgstr "" -"Escanee el número de lote para procesar 1 de 50 manzanas. Para no tener que " -"escanear los otros 49 códigos de barras, haga clic en el botón con forma de " -":guilabel:`✏️ (lápiz)` junto al número de lote deseado." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan lot number and click the pencil to edit quantities." -msgstr "" -"Escanee el número d elote y haga clic en el lápiz para editar las " -"cantidades." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:167 -msgid "" -"Doing so opens a mobile-friendly keypad page to specify received quantities." -" Use the keypad to specify the :guilabel:`Units` for the lot number. When " -"finished, click :guilabel:`Confirm`." -msgstr "" -"Al hacer esto se abrirá un teclado numérico para especificar las cantidades " -"recibidas. Use el teclado numérico para especificar cuántas " -":guilabel:`unidades` hay en el número de lote. Una vez que haya terminado, " -"haga clic en :guilabel:`Confirmar`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Change scanned quantities using pencil button." -msgstr "" -"Use el botón en forma de lápiz para cambiar las cantidades escaneadas." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:174 -msgid "" -"Repeat this process to specify additional lot numbers and quantities in this" -" receipt. Once the :guilabel:`Units` are all accounted for, finish the " -"reception by clicking the :guilabel:`Validate` button." -msgstr "" -"Repita este proceso para especificar los números de lotes y cantidades " -"adicionales en este recibo. Una vez que haya contado todas las " -":guilabel:`unidades`, haga clic en el botón :guilabel:`Validar` para " -"terminar el proceso de recepción." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:178 -msgid "" -"Alternatively, scan the barcode containing the product, lot number, and " -"quantity to complete the receipt operation in fewer steps." -msgstr "" -"Si lo que quiere es terminar la operación pronto, escanee el código de " -"barras que contiene el producto, el número de lote y la cantidad." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:182 -msgid "Product + non-unit quantity" -msgstr "Producto + cantidad no unitaria" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:184 -msgid "" -"To build a GS1 barcode that contains products measured in a non-unit " -"quantity, like kilograms, for example, the following barcode patterns are " -"used:" -msgstr "" -"Para construir un código de barras GS1 para productos que se miden en una " -"cantidad diferente a las unidades, por ejemplo, kilogramos, debemos usar los" -" siguientes patrones de códigos de barras:" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "Quantity in kilograms" -msgstr "Cantidad en kilogramos" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "310[0-5]" -msgstr "310[0-5]" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -msgid "(310[0-5])(\\\\d{6})" -msgstr "(310[0-5])(\\\\d{6})" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 -msgid "" -"To confirm that quantities are correctly interpreted in Odoo, place an order" -" in the *Purchase* app using the appropriate unit of measure " -"(:guilabel:`UoM`) for the quantity of products to be purchased." -msgstr "" -"Para confirmar que Odoo interpreta bien las cantidades, cree una orden en la" -" aplicación *Compra* en donde use la unidad de medida (:guilabel:`UdM`) " -"correcta para los productos que quiere comprar." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:205 -msgid "" -":ref:`Simplify vendor unit conversions with UoMs `" -msgstr "" -":ref:`Facilite la conversión de unidades del proveedor con las UdM " -"`" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:207 -msgid "" -"After the order is placed, navigate to the :menuselection:`Barcode` app to " -":ref:`receive the vendor shipment `." -msgstr "" -"Ya que se realizó la orden, vaya a la aplicación :menuselection:`Código de " -"barras` para :ref:`recibir el envío del proveedor `." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 -msgid "" -"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " -"peaches by scanning the barcode. If `52.1 / 52.1` :guilabel:`kg` appears on " -"the page, this means the reception was processed without issue. Finally, " -"press :guilabel:`Validate`." -msgstr "" -"Al iniciar la operación de recepción en la aplicación *Código de barras*, " -"escanee el código de barras para recibir una orden de `52.1 kg` de duraznos." -" Si en la página aparece `52.1 / 52.1` :guilabel:`kg`, significa que la " -"recepción se procesó sin problemas y ya puede hacer clic en " -":guilabel:`Validar`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 -msgid "" -"Note: the :abbr:`A.I. (application identifier)` for kilograms, `310` + `1`, " -"was used to represent `52.1` kg as a barcode: `000521`. This is because the " -"`1` represents how many digits from the right to place the decimal point." -msgstr "" -"Nota: se usó el :abbr:`IA (identificador de aplicaciones)` para kilogramos " -"(`310` + `1`) para representar los `52.1` kg como código de barras, de esta " -"manera `000521`. Esto es porque `1` representa a cuántos dígitos a la " -"derecha se tiene que poner el punto decimal. " - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan barcode screen for a reception operation in the Barcode app." -msgstr "" -"Pantalla para escanear el código de barras para una operación de recepción " -"en la aplicación Código de barras." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 -msgid "" -"For additional verification purposes, the quantities of received products " -"are also recorded on the :guilabel:`Product Moves` report, accessible by " -"navigating to :menuselection:`Inventory app --> Reporting --> Product " -"Moves`." -msgstr "" -"Con el objetivo de verificar aún más, las cantidades que se recibieron del " -"producto también se registran en el reporte de :guilabel:`Historial de " -"movimientos`, al que puede acceder desde :menuselection:`Inventario --> " -"Reportes --> Historial de movimientos`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:227 -msgid "" -"The items on the :guilabel:`Product Moves` report are grouped by product by " -"default. To confirm the received quantities, click on a product line to open" -" its collapsible drop-down menu, which displays a list of *stock move lines*" -" for the product. The latest stock move matches the warehouse reception " -"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " -"scan, demonstrating that the records processed in the *Barcode* app were " -"properly stored in *Inventory*." -msgstr "" -"Los artículos en el reporte de :guilabel:`Historial de movimientos` se " -"agrupan por producto en automático. Para confirmar las cantidades recibidas," -" haga clic en una línea de producto para abrir el menú desplegable, que " -"muestra la lista de *líneas de movimiento de inventario* del producto. El " -"movimiento de inventario más reciente coincide con el número de referencia " -"de la recepción del almacén (por ejemplo, `WH/IN/00013`) y la cantidad que " -"se procesó al escanear el código de barras. Esto mostrará que los registros " -"que se procesaron en la aplicación *Código de barras* se guardaron bien en " -"el *Inventario*." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "Reception stock move record for 52.1 kg of peaches." -msgstr "" -"Registro del movimiento de inventario al momento de la recepción de los 52.1" -" kg de duraznos." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:96 msgid "Create rules" msgstr "Creación de reglas" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:98 msgid "" -"If a supplier uses a GS1 barcode with a field not supported by Odoo's " -":ref:`default GS1 list `, " -"Odoo will fail to interpret the entire barcode. To ensure the complete " -"reading of the barcode, it is necessary to add the missing barcode to Odoo's" -" list." +"GS1 rules are a specific format of information contained in the barcode, " +"beginning with an |AI| and containing a defined length of characters. " +"Scanning GS1 barcodes from the :ref:`default GS1 list " +"` auto-fills corresponding" +" data in the Odoo database." msgstr "" -"Si un proveedor usa los códigos de barras GS1 con un campo no compatible con" -" la :ref:`la lista predeterminada de GS1 ` de Odoo, entonces ocurrirán problemas al interpretar" -" el código de barras. Para asegurarnos de poder leer el código de barras " -"completamente, es necesario agregar el código de barras faltante en la lista" -" de Odoo." +"Las reglas GS1 son el formato específico de la información dentro del código" +" de barras que comienza con el AI y contiene una longitud definida de " +"caracteres. Al escanear códigos GS1 de la :ref:`lista predeterminada GS1 " +"` se completan " +"automáticamente los datos en la base de datos de Odoo." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:248 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:103 msgid "" -"While the new field will be read, the information won't link to an existing " -"field in Odoo without developer customizations. However, adding new rules is" -" still useful to ensure the rest of the fields in the barcode are " -"interpreted correctly." +"Adding GS1 barcode rules in Odoo ensures accurate interpretation of unique, " +"non-standard GS1 formats." msgstr "" -"Aunque se leerá el campo nuevo, la información no se vinculará a un campo " -"existente dentro de Odoo si no realizamos un desarrollo. De igual forma, es " -"muy util agregar nuevas reglas para asegurarnos de que el resto del código " -"de barras se interprete correctamente." +"Agregar reglas de código de barras GS1 en Odoo, garantiza una correcta " +"interpretación de formatos únicos y no estandarizados GS1. " -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:106 msgid "" -"Begin by turning on :ref:`developer mode ` and navigating to" -" the :guilabel:`Barcode Nomenclatures` list in :menuselection:`Inventory app" -" --> Configuration --> Barcode Nomenclatures`. Then, select the " -":guilabel:`Default GS1 Nomenclature` list item." +"To do so, begin by turning on :ref:`developer mode ` and " +"navigating to the :guilabel:`Barcode Nomenclatures` list in " +":menuselection:`Inventory app --> Configuration --> Barcode Nomenclatures`. " +"Then, select the :guilabel:`Default GS1 Nomenclature` list item." msgstr "" -"Primero debe activar el :ref:`modo desarrollador ` y después" -" vaya a la lista de :guilabel:`Nomenclaturas del código de barras` que se " -"encuentra en :menuselection:`Inventario --> Configuración --> Nomenclaturas " -"del código de barras`. Después, seleccione la opción :guilabel:`Default GS1 " -"Nomenclature` (nomenclatura GS1 predeterminada)." +"Para ello, active el :ref:`modo desarrollador ` y vaya a la " +"lista :guilabel:`Nomenclaturas de código de barras` en " +":menuselection:`Inventario --> Configuración --> Nomenclaturas de código de " +"barras`. Luego, seleccione la opción de la lista :guilabel:`Nomenclatura " +"predeterminada GS1`. " -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:110 msgid "" "On the :guilabel:`Default GS1 Nomenclature` page, select :guilabel:`Add a " "line` at the bottom of the table, which opens a window to create a new rule." @@ -1102,7 +668,7 @@ msgstr "" "barras` es cómo el sistema reconoce la secuencia de números y letras que " "contiene información sobre el producto." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:266 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:120 msgid "" "After filling in the information, click the :guilabel:`Save & New` button to" " make another rule or click :guilabel:`Save & Close` to save and return to " @@ -1112,11 +678,11 @@ msgstr "" "nuevo` para hacer otra regla o haga clic en :guilabel:`Guardar y cerrar` " "para guardar y regresar a la tabla de reglas." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:126 msgid "Barcode troubleshooting" msgstr "Solución de problemas en códigos de barras" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:274 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 msgid "" "Since GS1 barcodes are challenging to work with, here are some checks to try" " when the barcodes are not working as expected:" @@ -1125,7 +691,7 @@ msgstr "" "algunos puntos que revisar si los códigos de barras no están funcionando " "como se esperaba:" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:277 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:131 msgid "" "Ensure that the :guilabel:`Barcode Nomenclature` setting is set as " ":menuselection:`Default GS1 Nomenclature`. Jump to the :ref:`nomenclature " @@ -1137,7 +703,7 @@ msgstr "" "Vaya a la :ref:`sección de ajustes de nomenclatura ` para obtener más detalles." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:280 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:134 msgid "" "Ensure that the fields scanned in the barcode are enabled in Odoo. For " "example, to scan a barcode containing lots and serial numbers, make sure the" @@ -1152,7 +718,7 @@ msgstr "" "Odoo ` y :ref:`en el producto " "`." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:284 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 msgid "" "Omit punctuation such as parentheses `()` or brackets `[]` between the " ":abbr:`A.I. (Application Identifier)` and the barcode sequence. These are " @@ -1167,7 +733,7 @@ msgstr "" "sobre cómo crear códigos de barras GS1, vaya a :ref:`esta sección " "`." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:288 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 msgid "" "When a single barcode contains multiple encoded fields, Odoo requires all " "rules to be listed in the barcode nomenclature for Odoo to read the barcode." @@ -1180,11 +746,52 @@ msgstr "" "` hablamos sobre cómo agregar nuevas " "reglas en la nomenclatura de código de barras." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:295 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:146 +msgid "" +"Test barcodes containing multiple encoded fields, piece by piece, to figure " +"out which field is causing the issue." +msgstr "" +"Los códigos de barras de prueba que contienen varios campos codificados, " +"pieza por pieza, para encontrar el campo problemático. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:150 +msgid "" +"When testing a barcode containing the |GTIN|, lot number, and quantity, " +"start by scanning the |GTIN| alone. Then, test the |GTIN| with the lot " +"number, and finally, try scanning the whole barcode." +msgstr "" +"Al probar códigos de barras que contienen un GTIN, un número de lote y una " +"cantidad, comience por escanear solo el GTIN. Luego, pruebe el GTIN con el " +"número de lote y por último, intente escanear todo el código de barras. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:154 +msgid "" +"After diagnosing the encoded field is unknown, :ref:`add new rules " +"` to Odoo's default list to recognize " +"GS1 barcodes with unique specifications." +msgstr "" +"Después de diagnosticar el campo codificado desconocido, :ref:`agregue " +"nuevas reglas ` a la lista " +"predeterminada de Odoo para reconocer los códigos GS1 con especificaciones " +"únicas. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:159 +msgid "" +"While the new field will be read, the information won't link to an existing " +"field in Odoo without developer customizations. However, adding new rules is" +" necessary to ensure the rest of the fields in the barcode are interpreted " +"correctly." +msgstr "" +"Aunque se leerá el campo nuevo, la información no se vinculará a un campo " +"existente dentro de Odoo si no se realiza un desarrollo. De igual forma, es " +"muy útil agregar nuevas reglas para asegurarnos de que el resto del código " +"de barras se interprete correctamente." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:166 msgid "GS1 nomenclature list" msgstr "Lista de nomenclatura GS1" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:297 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:168 msgid "" "The table below contains Odoo's default list of GS1 rules. Barcode patterns " "are written in regular expressions. Only the first three rules require a " @@ -1196,299 +803,914 @@ msgstr "" " las primeras tres reglas requieren de un `dígito de control " "`_ como carácter final." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Rule Name" +msgstr "Nombre de regla" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Type" msgstr "Tipo" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Barcode Pattern" +msgstr "Patrón de código de barras" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "GS1 Content Type" msgstr "Tipo de contenido GS1" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Odoo field" msgstr "Campo dentro de Odoo" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Serial Shipping Container Code" msgstr "Código Seriado de la Unidad de Envío " -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package" msgstr "Paquete" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "(00)(\\\\d{18})" msgstr "(00)(\\\\d{18})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "Numeric identifier" msgstr "Identificador numérico" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package name" msgstr "Nombre del paquete" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Global Trade Item Number (GTIN)" +msgstr "Código comercial global de artículo (GTIN)" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Unit Product" msgstr "Unidad de producto" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "(01)(\\\\d{14})" +msgstr "(01)(\\\\d{14})" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid ":guilabel:`Barcode` field on product form" +msgstr "Campo :guilabel:`Código de barras` en un formulario de producto" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "GTIN of contained trade items" msgstr "GTIN de artículos comerciales" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "(02)(\\\\d{14})" msgstr "(02)(\\\\d{14})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Packaging" msgstr "Empaquetado" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "Ship to / Deliver to global location" msgstr "Enviar a / Entregar a ubicación internacional" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Destination location" msgstr "Ubicación destino" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "(410)(\\\\d{13})" msgstr "(410)(\\\\d{13})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Ship / Deliver for forward" msgstr "Enviar / Entregar a" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "(413)(\\\\d{13})" msgstr "(413)(\\\\d{13})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Source location" msgstr "Ubicación de origen" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "I.D. of a physical location" msgstr "ID de una ubicación física" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 msgid "Location" msgstr "Ubicación" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "(414)(\\\\d{13})" msgstr "(414)(\\\\d{13})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Batch or lot number" +msgstr "Lote o número de lote" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Lot" msgstr "Lote" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 msgid "(10) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "(10) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Alpha-numeric name" msgstr "Nombre alfanumérico" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Serial number" msgstr "Número de serie" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "(21) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "(21) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging date (YYMMDD)" msgstr "Fecha de empacamiento" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging Date" msgstr "Fecha de empacamiento" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "(13)(\\\\d{6})" msgstr "(13)(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Date" msgstr "Fecha" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Pack date" msgstr "Pack date" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date (YYMMDD)" msgstr "Fecha de consumo preferente (AAMMDD)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before Date" msgstr "Consumir preferentemente antes de" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "(15)(\\\\d{6})" msgstr "(15)(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date" msgstr "Best before date" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration date (YYMMDD)" msgstr "Fecha de vencimiento (AAMMDD)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration Date" msgstr "Fecha de expiración" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "(17)(\\\\d{6})" msgstr "(17)(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiry date" msgstr "Expiry date" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Variable count of items" +msgstr "Conteo de artículos variables" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "Quantity" +msgstr "Cantidad" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "(30)(\\\\d{0,8})" +msgstr "(30)(\\\\d{0,8})" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Measure" msgstr "Medida" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 msgid "UoM: Units" msgstr "UdM: unidades" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Count of trade items" msgstr "Conteo de artículos comerciales" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "(37)(\\\\d{0,8})" msgstr "(37)(\\\\d{0,8})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Qty in units for containers (AI 02)" msgstr "Cantidad de unidades para contenedores (IA 02)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Net weight: kilograms (kg)" msgstr "Peso neto, kilogramos" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "(310[0-5])(\\\\d{6})" +msgstr "(310[0-5])(\\\\d{6})" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Qty in kg" msgstr "Cantidad en kg" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Length in meters (m)" msgstr "Longitud o primera dimensión, metros (m)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "(311[0-5])(\\\\d{6})" msgstr "(311[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Qty in m" msgstr "Cantidad en m" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Net volume: liters (L)" msgstr "Volumen netro, litros (l)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "(315[0-5])(\\\\d{6})" msgstr "(315[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Qty in L" msgstr "Cantidad en l" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Net volume: cubic meters (m\\ :sup:`3`)" msgstr "Volumen neto, metros cúbicos" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "(316[0-5])(\\\\d{6})" msgstr "(316[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Qty in m\\ :sup:`3`" msgstr "Cantidad en m\\ :sup:`3`" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Length in inches (in)" msgstr "Longitud o primera dimensión, pulgadas (in)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "(321[0-5])(\\\\d{6})" msgstr "(321[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Qty in inches" msgstr "Cantidad en pulgadas" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Net weight/volume: ounces (oz)" msgstr "Peso neto (o volumen), onzas (oz)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "(357[0-5])(\\\\d{6})" msgstr "(357[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Qty in oz" msgstr "Cantidad en onzas" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Net volume: cubic feet (ft\\ :sup:`3`)" msgstr "Volumen neto, pies cúbicos (ft\\ :sup:`3`)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "(365[0-5])(\\\\d{6})" msgstr "(365[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Qty in ft\\ :sup:`3`" msgstr "Cantidad en in ft\\ :sup:`3`" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging type" msgstr "Tipo de empaque" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging Type" msgstr "Tipo de empaquetado" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "(91) ([!\"%-/0-9:-?A-Z_a-z]{0,90})" msgstr "(91) ([!\"%-/0-9:-?A-Z_a-z]{0,90})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Package type" msgstr "Tipo de paquete" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:3 +msgid "GS1 barcode usage" +msgstr "Uso del código de barras GS1" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:10 +msgid "" +"GS1 barcodes provide a standardized format that barcode scanners can " +"interpret. They encode information in a :ref:`specific structure recognized " +"globally `, allowing scanners to understand and " +"process supply chain data consistently." +msgstr "" +"Los códigos de barras GS1 proporcionan un formato estandarizado que los " +"escáneres de códigos de barras pueden interpretar. Codifican la información" +" en una :ref:`estructura específica que se reconoce internacionalmente " +"` y eso le permite a los escáneres entender y " +"procesar los datos de la cadena de suministro de manera consistente. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:14 +msgid "" +"Odoo *Barcode* interprets and prints GS1 barcodes, automating product " +"identification and tracking in warehouse operations such as receiving, " +"picking, and shipping." +msgstr "" +"*Código de barras* de Odoo interpreta e imprime los códigos de barras GS1 y " +"de esa manera se automatiza la identificación y rastreo de productos en las " +"operaciones de almacén como la recepción, la recolección y el envío. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:17 +msgid "" +"The following sections contain examples of how Odoo uses GS1 barcodes " +"provided by the business to identify common warehouse items and automate " +"certain warehouse workflows." +msgstr "" +"Las siguientes secciones contienen ejemplos de cómo Odoo usa los códigos de " +"barras GS1 que proporcionan los negocios para identificar artículos en común" +" en los almacenes y automatiza ciertos flujos de trabajo del almacén. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:21 +msgid "" +"Odoo **does not** create GS1 barcodes. Businesses must purchase a unique " +"Global Trade Item Number (GTIN) from GS1. Then, they can combine their " +"existing GS1 barcodes with product and supply chain information (also " +"provided by GS1) to create barcodes in Odoo." +msgstr "" +"Odoo **no** crea códigos de barras GS1. Los negocios deben adquirir un " +"Número global de artículo comercial (GTIN, por sus siglas en inglés) de GS1." +" Luego, podrán combinar sus códigos de barras GS1 existentes con un prodcuto" +" y la información de la cadena de suministro (que también proporciona GS1) " +"para crear códigos de barras en Odoo. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:26 +msgid "`Purchase GTINs `_" +msgstr "`Compra de GTIN `_" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:27 +msgid ":ref:`GS1 nomenclature `" +msgstr ":ref:`Nomenclatura GS1 `" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:32 +msgid "Configure barcodes for product, quantity, and lots" +msgstr "Configuración de códigos de barras por producto, cantidad y lotes" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:34 +msgid "" +"To build a GS1 barcode that contains information about a product, its " +"quantities, and the lot number, the following barcode patterns and " +"Application Identifiers (A.I.) are used:" +msgstr "" +"Para crear un código de barras GS1 que contenga la información de los " +"productos, sus cantidades y números de lote, se usan los siguientes patrones" +" de código de barras e identificadores de aplicación (A.I. por sus siglas en" +" inglés): " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Name" +msgstr "Nombre" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "A.I." +msgstr "IA" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Field in Odoo" +msgstr "Campo en Odoo" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Product" +msgstr "Producto" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:203 +msgid "01" +msgstr "01" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:139 +msgid "30" +msgstr "30" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid ":guilabel:`Units` field on transfer form" +msgstr "Campo :guilabel:`Unidades` en el formulario de transferencia" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Lot Number" +msgstr "Número de Lote" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:143 +msgid "10" +msgstr "10" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" +msgstr "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid ":guilabel:`Lot` on Detailed Operations pop-up" +msgstr ":guilabel:`Lote` en la ventana emergente de operaciones detalladas" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 +msgid "Configuration" +msgstr "Configuración" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:54 +msgid "" +"First, :ref:`enable product tracking using lots " +"` by navigating to " +":menuselection:`Inventory app --> Configuration --> Settings`, and checking " +"the box for :guilabel:`Lots & Serial Numbers` under the " +":guilabel:`Traceability` heading." +msgstr "" +"Primero, :ref:`active el rastreo de productos con lotes " +"` en :menuselection:`Inventario" +" --> Configuración --> Ajustes` y seleccione la casilla de :guilabel:`Lotes " +"y números de serie` en la sección de :guilabel:`Trazabilidad`." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:58 +msgid "" +"Then, set up the product barcode by navigating to the intended product form " +"in :menuselection:`Inventory app --> Products --> Products` and selecting " +"the product. On the product form, click :guilabel:`Edit`. Then, in the " +":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " +"with the unique 14-digit `Global Trade Item Number (GTIN) " +"`_, which is a universally " +"recognized identifying number that is provided by GS1." +msgstr "" +"Configure el código de barras del producto en el formulario del prodcuto " +"correspondiente en :menuselection:`Inventario --> Productos --> Productos` y" +" seleccione el prodcuto que desea. En el formulario, haga clic en " +":guilabel:`Editar`. Luego, en la pestaña :guilabel:`Información general`, " +"complete el campo :guilabel:`Código de barras` con el `Número global de " +"artículo comercial (GTIN) `_ " +"único de 14 dígitos que es un número identificador universal de GS1." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:66 +msgid "" +"On the product form, omit the |AI| `01` for |GTIN| product barcode pattern, " +"as it is only used to encode multiple barcodes into a single barcode that " +"contains detailed information about the package contents." +msgstr "" +"En el formulario del prodcuto, omita el identificador de aplicación `01` " +"para el patrón de código de barras del GTIN del prodcuto, pues solo se usa " +"para codificar varios códigos de barras en un solo código que contiene toda " +"la información detallada sobre el contenido del paquete. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:72 +msgid "" +"To record the GS1 barcode for the product, `Fuji Apple`, enter the 14-digit " +"|GTIN| `20611628936004` in the :guilabel:`Barcode` field on the product " +"form." +msgstr "" +"Para registrar un código de barras GS1 para el producto `Manzana Fuji`, " +"ingrese el GTIN de 14 dígitos `20611628936004` en el campo :guilabel:`Código" +" de barras` en el formulario del prodcuto. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Enter 14-digit GTIN into the Barcode field on product form." +msgstr "" +"Ingrese el GTIN de 14 dígitos en el campo de código de barras dentro del " +"formulario de productos." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:80 +msgid "" +"To view a list of *all* products and their corresponding barcodes in the " +"Odoo database, navigate to :menuselection:`Inventory app --> Configuration " +"--> Settings`. Under the :guilabel:`Barcode` heading, click on the " +":guilabel:`Configure Product Barcodes` button under the :guilabel:`Barcode " +"Scanner` section. Enter the 14-digit |GTIN| into the :guilabel:`Barcode` " +"column, then click :guilabel:`Save`." +msgstr "" +"Para ver la lista de *todos* los productos y sus códigos de barras " +"correspondientes en la base de datos de Odoo, vaya a " +":menuselection:`Inventario --> Configuración --> Ajustes`. En la sección " +":guilabel:`Código de barras`, haga clic en el botón :guilabel:`Configurar " +"código de barras de los productos` en la sección :guilabel:`Escáner de " +"código de barras`. Ingrese el GTIN de 14 dígitos en la columna " +":guilabel:`Código de barras` y haga clic en :guilabel:`Guardar`. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "View the Product Barcodes page from inventory settings." +msgstr "" +"Vea la página de códigos de barra de productos desde los ajustes del " +"inventario." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:92 +msgid "" +"After activating tracking by lots and serial numbers from the settings page," +" specify that this feature is to be applied on each product by navigating to" +" the :guilabel:`Inventory` tab on the product form. Under " +":guilabel:`Tracking`, choose the :guilabel:`By Lots` radio button." +msgstr "" +"Después de activar la opción de rastrear el producto según el lote o número " +"de serie, debe especificar que esta función se aplicará en cada prodcuto y " +"para ello debe ir a la pestaña :guilabel:`Inventario` en el formulario del " +"producto. En la sección de :guilabel:`Trazabilidad`, haga clic en el botón " +":guilabel:`Por lotes`." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "" +"Enable product tracking by lots in the \"Inventory\" tab of the product " +"form." +msgstr "" +"Activar el seguimiento del producto por lotes desde la pestaña " +"\"Inventario\" del formulario del producto." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:176 +msgid "Scan barcode on receipt" +msgstr "Escanear el código de barras al recibirlo" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:103 +msgid "" +"To ensure accurate lot interpretation in Odoo on product barcodes scanned " +"during a receipt operation, navigate to the :menuselection:`Barcode` app to " +"manage the :ref:`receipt picking process `." +msgstr "" +"Para asegurarnos de que Odoo interpreta bien el lote se interpreta desde el " +"código de barras al momento de la recepción, vaya a la aplicación " +":menuselection:`Código de barras` para gestionar el :ref:`proceso de " +"recepción `." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:107 +msgid "" +"From the :guilabel:`Barcode Scanning` dashboard, click the " +":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " +"the list of vendor receipts to process. Receipts generated from :abbr:`POs " +"(Purchase Orders)` are listed, but new receipt operations can also be " +"created directly through the :menuselection:`Barcode` app using the " +":guilabel:`Create` button." +msgstr "" +"Desde el tablero de :guilabel:`Escanear código de barras`, haga clic en el " +"botón :guilabel:`Operaciones` y luego en el botón :guilabel:`Recepciones` " +"para ver toda la lista de recepciones de los proveedores que debe procesar. " +"Las recepciones generadas desde las órdenes de compra aparecen en la lista, " +"pero puede crear nuevas operaciones de recepción directamente desde la " +"aplicación :menuselection:`Código de barras` con el botón :guilabel:`Crear`." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:112 +msgid "" +"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" +" product barcodes and lot numbers with a barcode scanner. The scanned " +"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " +"open a window and manually enter quantities for specific lot numbers." +msgstr "" +"En la lista de recibos, haga clic en la operación del almacén (`WH/IN`) para" +" escanear los códigos de barras de producto y su número de lote con el " +"escáner. El producto escaneado aparecerá en la lista de inmediato, solo " +"tiene que hacer clic en el botón con forma de :guilabel:`✏️ (lápiz)` para " +"abrir una ventana e ingresar las cantidades de forma manual." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:118 +msgid "" +"After placing a :abbr:`PO (Purchase Order)` for fifty apples, navigate to " +"the associated receipt in the *Barcode* app." +msgstr "" +"Después de realizar una orden de compra para cincuenta manzanas, vaya a la " +"recepción asociada en la aplicación *Código de barras*." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:121 +msgid "" +"Scan the barcode containing the |GTIN|, quantity, and lot number. For " +"testing with a barcode scanner, below is an example barcode for the fifty " +"Fuji apples in Lot 2." +msgstr "" +"Escanee el código de barras que contiene el GTIN, la cantidad y el número de" +" lote. Para realizar un prueba con el escáner del código de barras, abajo " +"hay un ejemplo de código de barras para las cincuenta manzanas Fuji en el " +"Lote 2." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:129 +msgid "50 Fuji apples in Lot0002" +msgstr "50 manzanas Fuji en Lot0002" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:199 +msgid "2D Matrix" +msgstr "Matriz 2D" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"2D matrix of GS1 barcode of 50 fuji apples with an assigned lot number." +msgstr "" +"Matriz 2D del código de barras GS1 de 50 manzanas Fuji con un número de lote" +" asignado. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:202 +msgid "|AI| (product)" +msgstr "Identificador de aplicación (producto)" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:204 +msgid "GS1 Barcode (product)" +msgstr "Código de barras GS1 (producto)" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:137 +msgid "20611628936004" +msgstr "20611628936004" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:138 +msgid "|AI| (quantity)" +msgstr "Identificador de aplicación (cantidad)" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:208 +msgid "GS1 Barcode (quantity)" +msgstr "Código de barras GS1 (cantidad)" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:141 +msgid "00000050" +msgstr "00000050" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:142 +msgid "|AI| (lot)" +msgstr "Identificador de aplicación (lote)" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:144 +msgid "GS1 Barcode (lot #)" +msgstr "Código de barras GS1 (# de lote)" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:145 +msgid "LOT0002" +msgstr "LOT0002" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:210 +msgid "Full GS1 barcode" +msgstr "Código de barras GS1 completo" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:147 +msgid "0120611628936004 3000000050 10LOT0002" +msgstr "0120611628936004 3000000050 10LOT0002" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:149 +msgid "" +":ref:`If the configuration is correct `," +" `50/50` :guilabel:`Units` processed will be displayed and the " +":guilabel:`Validate` button turns green. Click the :guilabel:`Validate` " +"button to complete the reception." +msgstr "" +":ref:`Si la configuración es correcta `," +" `50/50` :guilabel:`Unidades` procesadas se mostrarán y el botón de " +":guilabel:`Validar` será verde. Haga clic en el botón :guilabel:`Validar` " +"para completar la recepción." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"Scan the barcode for a product on the reception picking page in the " +"*Barcode* app." +msgstr "" +"Escanee el código de barras de un producto al recibir un paquete en la " +"aplicación *Código de barras*." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:160 +msgid "Configure barcode for product and non-unit quantity" +msgstr "" +"Configuración de códigos de barras para productos y cantidades sin unidad" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:162 +msgid "" +"To build a GS1 barcode that contains products measured in a non-unit " +"quantity, like kilograms, for example, the following barcode patterns are " +"used:" +msgstr "" +"Para construir un código de barras GS1 para productos que se miden en una " +"cantidad diferente a las unidades, por ejemplo, kilogramos, debemos usar los" +" siguientes patrones de códigos de barras:" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Quantity in kilograms" +msgstr "Cantidad en kilogramos" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "310[0-5]" +msgstr "310[0-5]" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:178 +msgid "" +"To confirm that quantities are correctly interpreted in Odoo, place an order" +" in the *Purchase* app using the appropriate unit of measure " +"(:guilabel:`UoM`) for the quantity of products to be purchased." +msgstr "" +"Para confirmar que Odoo interpreta bien las cantidades, cree una orden en la" +" aplicación *Compra* en donde use la unidad de medida (:guilabel:`UdM`) " +"correcta para los productos que quiere comprar." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:183 +msgid "" +":ref:`Simplify vendor unit conversions with UoMs `" +msgstr "" +":ref:`Facilite la conversión de unidades del proveedor con las UdM " +"`" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:185 +msgid "" +"After the order is placed, navigate to the :menuselection:`Barcode` app to " +":ref:`receive the vendor shipment `." +msgstr "" +"Ya que se realizó la orden, vaya a la aplicación :menuselection:`Código de " +"barras` para :ref:`recibir el envío del proveedor `." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:189 +msgid "" +"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " +"peaches by scanning the barcode containing the |GTIN| and quantity of " +"peaches in kilograms." +msgstr "" +"En la recepción en la aplicación *Códigos de barras*, reciba una orden de " +"`52.1 kg` de duraznos al escanear el código de barras que contiene el GTIN y" +" la cantidad de duraznos en kilogramos." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:197 +msgid "52.1 kg of Peaches" +msgstr "52.1 kilos de duraznos" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "2D matrix of GS1 barcode of 52.1 kg of peaches." +msgstr "Matriz 2D del código de barras GS1 de 52.1 kg de duraznos." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:205 +msgid "00614141000012" +msgstr "00614141000012" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:206 +msgid "|AI| (kg, 1 decimal point)" +msgstr "Identificador de aplicación (kg, 1 punto decimal)" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:207 +msgid "3101" +msgstr "3101" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:209 +msgid "000521" +msgstr "000521" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:211 +msgid "0100614141000012 3101000521" +msgstr "0100614141000012 3101000521" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:213 +msgid "" +":ref:`If the configuration is correct `," +" `52.1 / 52.1` :guilabel:`kg` will be displayed and the :guilabel:`Validate`" +" button turns green. Finally, press :guilabel:`Validate` to complete the " +"validation." +msgstr "" +":ref:`Si la configuración es correcta `," +" `52.1 / 52.1` :guilabel:`kg` se mostrarán y el botón :guilabel:`Validar` " +"será verde. Finalmente, haga clic en :guilabel:`Validar` para completar la " +"validación. " + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Scan barcode screen for a reception operation in the Barcode app." +msgstr "" +"Pantalla para escanear el código de barras para una operación de recepción " +"en la aplicación Código de barras." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:222 +msgid "Verify product moves" +msgstr "Verificar los movimientos de productos" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:224 +msgid "" +"For additional verification, the quantities of received products are also " +"recorded on the :guilabel:`Product Moves` report, accessible by navigating " +"to :menuselection:`Inventory app --> Reporting --> Product Moves`." +msgstr "" +"Con el objetivo de verificar aún más, las cantidades que se recibieron del " +"producto también se registran en el reporte :guilabel:`Historial de " +"movimientos`, al que puede acceder desde :menuselection:`Inventario --> " +"Reportes --> Historial de movimientos`." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:228 +msgid "" +"The items on the :guilabel:`Product Moves` report are grouped by product by " +"default. To confirm the received quantities, click on a product line to open" +" its collapsible drop-down menu, which displays a list of *stock move lines*" +" for the product. The latest stock move matches the warehouse reception " +"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " +"scan, demonstrating that the records processed in the *Barcode* app were " +"properly stored in *Inventory*." +msgstr "" +"Los artículos en el reporte de :guilabel:`Historial de movimientos` se " +"agrupan por producto en automático. Para confirmar las cantidades recibidas," +" haga clic en una línea de producto para abrir el menú desplegable, que " +"muestra la lista de *líneas de movimiento de inventario* del producto. El " +"movimiento de inventario más reciente coincide con el número de referencia " +"de la recepción del almacén (por ejemplo, `WH/IN/00013`) y la cantidad que " +"se procesó al escanear el código de barras. Esto mostrará que los registros " +"que se procesaron en la aplicación *Código de barras* se guardaron bien en " +"el *Inventario*." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "Reception stock move record for 52.1 kg of peaches." +msgstr "" +"Registro del movimiento de inventario al momento de la recepción de los 52.1" +" kg de duraznos." + #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst:3 msgid "Process to Transfers" msgstr "Proceso para transferencias" @@ -5791,553 +6013,851 @@ msgid "Planning" msgstr "Planeación" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:3 -msgid "How is the Scheduled Delivery Date Computed" -msgstr "Cómo se realiza el cálculo de fecha de entrega programada" +msgid "Scheduled delivery dates" +msgstr "Fechas de los envíos planeados" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:5 msgid "" -"Providing the best possible service to customers is vital for business. It " -"implies planning every move: manufacturing orders, deliveries, receptions, " -"and so on. To do so, you need to configure lead time properly and coordinate" -" scheduled dates." +"Accurately forecasting delivery dates is vital for fulfilling customer " +"expectations. In Odoo, the *Inventory* app allows for comprehensive lead " +"time configuration, allowing coordination and planning of manufacturing " +"orders, deliveries, and receptions." msgstr "" -"Es esencial que la empresa brinde la mejor calidad de servicio a sus " -"clientes. Para lograr esto, se debe planear cada movimiento: fabricación, " -"órdenes, entregas, recepciones, etcétera. Para lograrlo, necesita configurar" -" el tiempo de espera apropiadamente y coordinar las fechas programadas." +"Planificar correctamente las fechas de envío es crucial para cumplir con las" +" expectativas de los clientes. En Odoo, la aplicación *Inventario* le " +"permite realizar una configuración completa de los plazos de entrega, lo que" +" facilita la coordinación y la planeación de las órdenes de fabricación, de " +"los envíos y de las recepciones. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:9 -msgid "" -"By using lead times, Odoo provides end dates, the **Commitment Date**, for " -"each process. On a sales order, for example, this is the date your customer " -"will get the products he ordered." -msgstr "" -"Al usar los tiempos de espera, Odoo indica feches de cierre, la *fecha de " -"compromiso*, para cada propósito. En la orden de venta, por ejemplo, esta es" -" la fecha en la que su cliente obtendrá los productos que ordenó. " +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:10 +msgid "Lead time types" +msgstr "Tipos de plazos de entrega" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:12 msgid "" -"From the customers’ side, the commitment date is important because it gives " -"them an estimation of when they will receive their products. The dates take " -"all other lead times, such as manufacturing, delivery, or suppliers, into " -"account." +"Different lead times for different operations can impact various stages of " +"the order fulfillment process. Here's a summary of the types of lead times " +"in Odoo:" msgstr "" -"Desde el lado del cliente, la fecha de compromiso es importante porque les " -"da una estimación de cuándo recibirán sus productos. Para indicar estas " -"fechas de toman todos los tiempos de espera, como fabricación, entrega y " -"proveedores en cuenta." +"Diferentes plazos de entrega para diferentes operaciones pueden impactar en " +"varias etapas del procesamiento de órdenes. Este es un resumen de los tipos " +"de plazos de entrega en Odoo:" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "Show graphic of all lead times working together." +msgstr "" +"Aspecto de la gráfica de todos los plazos de entrega trabajando juntos." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:19 -msgid "How are Lead Times Calculated?" -msgstr "¿Cómo se calculan los tiempos de espera?" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:27 msgid "" -"As said above, there are several types of lead times. Each is calculated " -"based on various indicators. Before going through the configuration, here is" -" a brief summary of how lead times are calculated and what they are:" +":ref:`Customer lead time `: The default " +"time frame for fulfilling customer orders. The customer lead time is the " +"number of days from the date the sales order (SO) is confirmed to the date " +"the products are shipped from the warehouse. This is also known as *delivery" +" lead time*." msgstr "" -"Como se mencionó anteriormente, hay varios tipos de tiempos de espera. Cada " -"uno se calcula con diferentes indicadores. Antes de iniciar la " -"configuración, este es un resumen corto de cómo se calculan los tiempos de " -"espera y qué son:" +":ref:`Plazo de entrega del cliente `: el " +"plazo de entrega predeterminado para las órdenes de los clientes. Este tipo " +"de plazo de entrega es el número de días desde la fecha en que se confirma " +"la orden de ventas a la fecha en que los productos se envían desde el " +"almacén. También se le conoce como *plazo de entrega del envío*." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:24 msgid "" -"**Customer Lead Time**: the customer lead time is the default duration you " -"set. Therefore, the expected date on the sales orders is today + customer " -"lead time." +":ref:`Sales security lead time `: " +"moves the *scheduled delivery date* forward by a specified number of days. " +"This serves as a buffer to allow the team ample time to prepare the outgoing" +" shipment earlier, considering the possibility of delays in the fulfillment " +"process." msgstr "" -"**Tiempo de espera del cliente**: el tiempo de espera del cliente es el " -"tiempo predeterminado que usted pone. Por lo tanto, la fecha esperada en la " -"orden de venta es hoy + el tiempo de espera del cliente." +":ref:`Plazo de entrega de seguridad para ventas `: adelanta la *fecha de envío planeada* por unnúmero específico" +" de días. Esto es útil como tiempo de seguridad para permitirle al equipo " +"prepara el envío saliente con anticipación, considerando la posibilidad de " +"que haya retrasos en el proceso. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:29 msgid "" -"**Sales Security Lead Time**: the purpose is to be ready shipping that many " -"days before the actual commitment taken with the customer. Then, the default" -" scheduled date on the delivery order is **SO delivery date - Security Lead " -"Time**." +":ref:`Purchase lead time `: the number of " +"days from the confirmation of a purchase order (PO) to the receipt of " +"products. It provides insight on the time it takes for products to arrive at" +" the warehouse, facilitating effective scheduling and planning of supplier " +"deliveries." msgstr "" -"**Plazo de seguridad para ventas**: el propósito es alistar el envío muchos " -"días antes del verdadero compromiso que se hizo con el cliente. Después, la " -"fecha programada automática en la orden de entrega es **fecha de entrega de " -"la orden de venta - tiempo de espera de seguridad**." +":ref:`Plazo de entreda de compra `: el " +"número de días desde la confirmación de una orden de compra hasta la " +"recepción de los productos. Proporciona un estimado del tiempo que tardan " +"los productos en llegar al almacén y facilita una planeación efectiva para " +"las entregas de los proveedores. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:34 msgid "" -"**Purchase Security Lead Time**: margin of error for vendor lead times. When" -" the system generates Purchase Orders for procuring products, they will be " -"scheduled that many days earlier to cope with unexpected vendor delays." +":ref:`Purchase security lead time `: advances the order deadline on a :abbr:`PO (Purchase Order)` by a " +"specified number of days. This proactive approach of placing orders earlier " +"mitigates the risk of vendor or shipping delays. Thus, for products that are" +" set to replenish to order, the need appears on the *Replenishment report* " +"earlier, according to the specified number of days." msgstr "" -"**Tiempo de espera de seguridad para compra**: margen de error para tiempos " -"de espera de proveedores. Cuando el sistema genera órdenes de compra para " -"adquirir productos, se planeará con ese número de días de antelación para " -"poder asumir retrasos inesperados del proveedor." +":ref:`Plazo de entrega de seguridad para compras " +"`: adelanta la fecha límite de " +"una orden de compra por un número específico de días. Este enfoque proactivo" +" de anticipar las órdenes disminuye el riesgo de retrasos en los envíos o " +"con el proveedor. Por lo tanto, para los productos configurados en una orden" +" de reabastecimiento, la orden aparecerá un poco antes en el *reporte de " +"reabastecimiento* de acuerdo con el número especificado de días. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:40 msgid "" -"**Purchase Delivery Lead Time**: this is the expected time between a PO " -"being confirmed and the receipt of the ordered products. The **Receipt " -"scheduled date - Vendor delivery date** is the default *PO Order By* date." +":ref:`Manufacturing lead time `: the number " +"of days needed to complete a manufacturing order (MO) from the date of " +"confirmation. This lead time includes weekends (non-working hours in Odoo), " +"and is used to forecast an approximate production date for a finished good." msgstr "" -"**Plazo de entrega de compra**: este es el tiempo esperado entre la " -"confirmación de una orden de compra y la recepción de los productos " -"ordenados. La **fecha programada de recepción - fecha de entrega del " -"proveedor** es la fecha automática de *ordenar para*." +":ref:`Plazo de entrega para fabricación `: el" +" número de días que se necesitan para completar una orden de fabricación " +"desde la fechad de confirmación. Este plazo de entrega incluye los fines de " +"semana (horas no laborales en Odoo) y también se usa para planear una fecha " +"aproximada de producción para un producto terminado. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:45 msgid "" -"**Days to Purchase**: number of days the purchasing department takes to " -"validate a PO. If another RFQ to the same vendor is already opened, Odoo " -"adds the line to the RFQ instead of creating a new one. Then, the specific " -"date is set on the line." +":ref:`Manufacturing security lead time `: moves the scheduled date of the :abbr:`MO (Manufacturing Order)` " +"forward by a specified number of days. When used in conjunction with " +":ref:`replenish to order `, the " +"security lead time makes the need appear earlier on the replenishment " +"report." msgstr "" -"**Días para la compra**: El número de días que le toma al departamento de " -"compra validar una Orden de compra. Si ya se abrió una solicitud de " -"cotización para el mismo proveedor, Odoo agrega la línea para la solicitud " -"de cotización al crear una nueva. Después, la fecha específica se configura " -"en la línea." +":ref:`Plazo de entrega de seguridad para fabricación " +"`: adelanta la fecha planeada de la " +"orden de fabricación por un número específico de días. Al usarse junto con " +"una :ref:`orden de reabastecimiento " +"`, el plazo de entrega de " +"seguridad permite que la orden aparezca antes en el reporte de " +"abastecimiento. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:53 +msgid "Sales lead times" +msgstr "Plazos de entrega para ventas" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:55 msgid "" -"**Manufacturing Lead Time**: this is the expected time it takes to " -"manufacture a product. This lead time is independent of the quantity to " -"produce and does not take the routing time into account." +"Customer lead times and sales security lead times can be configured to " +"automatically compute an *expected delivery date* on a :abbr:`SO (Sales " +"Order)`. The expected delivery date ensures a realistic *delivery dates* " +"setting for shipments from the warehouse." msgstr "" -"**Plazo de espera para la fabricación**: este es el tiempo que se espera que" -" tome fabricar un producto. Este plazo de espera e independiente de la " -"cantidad que hay que producir y no toma el tiempo rutinario en cuenta." +"Los plazos de entrega para los clientes y los plazos de entrega de seguridad" +" para ventas se pueden configurar de manera automática calculando una *fecha" +" esperada de envío* en la orden de ventas. Esta fecha asegura que se " +"configuren *fechas de envío* realistas desde el almacén. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:59 msgid "" -"**Manufacturing Security Lead Time**: additional time to mitigate the risk " -"of a manufacturing delay. In case of a *Replenish to Order*, the **Delivery " -"Order scheduled date - Manufacturing Lead Time - Manufacturing Security Lead" -" Time** is the default *Manufacturing Order* planned date." +"Odoo issues a warning message if the set delivery date is earlier than the " +"expected date, as it may not be feasible to fulfill the order by that time, " +"which would impact other warehouse operations." msgstr "" -"**Plazo de seguridad para la fabricación**: tiempo adicionla para mitigar el" -" riesgo de un retraso en la fabricación. En caso de una *orden de " -"reabastecimiento*, la **fecha programada de entrega - plazo de espera de la " -"fabricación - plazo de seguridad para la fabricación** es la fecha " -"programada automáticamente." +"Odoo muestra un mensaje de advertencia si la fecha establecida de envío es " +"antes de la fecha esperada, pues es posible que no sea factible completar la" +" orden para ese tiempo, lo que puede impactar en otras operaciones de " +"almacén. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:68 -msgid "Sales - Lead Times" -msgstr "Ventas - plazos de espera" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:63 msgid "" -"In the *Sales* app, there is an option called *Delivery Date*. It allows " -"seeing an additional field on the sales orders, *Expected Date*. This one is" -" automatically computed based on the different lead times previously " -"configured." +"A :abbr:`SO (Sales Order)` containing a `Coconut-scented candle` is " +"confirmed on July 11th. The product has a customer lead time of 14 days, and" +" the business uses a sales security lead time of 1 day. Based on the lead " +"time inputs, Odoo suggests a delivery date in 15 days, on July 26th." msgstr "" -"En la aplicación de *Ventas* hay una opción que se llama *fecha de entrega*." -" Permite ver un campo adicional en la orden de venta, *fecha esperada*. Esta" -" fecha se calcula automáticamente de acuerdo a los diferentes tiempos de " -"espera antes configurados." +"Una orden de ventas que contiene una `vela de coco` se confirma el 11 de " +"julio. El producto tiene un plazo de entrega de 14 días y el negocio " +"generalmente utiliza un plazo de entrega de seguridad para ventas en el día " +"1. Según las entradas de los plazos de entrega, Odoo sugiere una fecha de " +"envío en 15 días, el 26 de julio. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"View of the delivery settings to have the delivery lead time taken into " -"account" +"Set *Delivery Date* in a sales order. Enables delivery lead times feature." msgstr "" -"Vista de los ajustes de entrega para que se tenga en cuenta el plazo de " -"entrega" +"Establece una *fecha de envío* en una orden de ventas. Activa la función de " +"plazos de entrega para los envíos. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:71 msgid "" -"If the set up *Delivery Date* is earlier than the the *Expected Date*, a " -"warning message is displayed." +"The following sections demonstrate how to automatically compute expected " +"delivery dates." msgstr "" -"Si la *Fecha de entrega* es antes que la *Fecha esperada*, se mostraré un " -"mensaje de advertencia." +"Las siguientes secciones muestran cómo calcular de manera automática las " +"fechas de envío esperadas. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:74 +msgid "Customer lead time" +msgstr "Plazo de entrega para el cliente" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:76 msgid "" -"View of the error that occurs when trying to choose an earlier date than what calculated\n" -"by Odoo" +"Set the customer lead time on each product form, by navigating to the " +"products page. To do so, go to :menuselection:`Sales app --> Products --> " +"Products`. From there, select the desired product, and switch to the " +":guilabel:`Inventory` tab. Then, under the :guilabel:`Customer Lead Time` " +"field, fill in the number of calendar days required to fulfill the delivery " +"order from start to finish." msgstr "" -"Vista del error que se produce al intentar elegir una fecha anterior a la " -"calculada" +"Establezca el plazo de entrega del cliente en cada formulario de prodcuto en" +" la página de productos. Para ello, vaya a :menuselection:`Ventas --> " +"Productos --> Productos`. Desde ahí, seleccione el producto que desee y abra" +" la pestaña :guilabel:`Inventario`. Luego, en el campo :guilabel:`Plazo de " +"entrega del cliente`, escriba el número de días de calendario que se " +"requieren para completar la orden de envío de inicio a fin. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:82 msgid "" -"But, for all of this properly working, it is still necessary to configure " -"all the lead times that could occur." +"Set a 14-day customer lead time for the `Coconut-scented candle` by " +"navigating to its product form. Then, in the :guilabel:`Inventory` tab, type" +" `14.00` days into the :guilabel:`Customer Lead Time` field." msgstr "" -"Pero, para que todo esto funcione adecuadamente, todavía es necesario " -"configurar todos los tiempos de espera que podrían suceder." +"Establezca un plazo de entrega de 14 días para la `vela de coco` en el " +"formulario del producto. Luego, en la pestaña :guilabel:`Inventario`, " +"escriba `14.00` días en el campo :guilabel:`Plazos de entrega`. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:91 -msgid "Customer Lead Time" -msgstr "Plazo de entrega del cliente" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Set *Customer Lead Time* on the product form." +msgstr "Establezca el *plazo de entrega* en el formulario del producto." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:93 +msgid "Sales security lead time" +msgstr "Plazo de entrega de seguridad para ventas" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:95 msgid "" -"The *Customer Lead Time* is the time needed for your product to go from your" -" warehouse to the customer place. It can be configured on any product by " -"going to :menuselection:`Sales --> Products --> Products`. There, open your " -"product form, go in the inventory tab, and add your *Customer Lead Time*." +"*Sales security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -"El *plazo de espera del cliente* es el tiempo que se necesita para que su " -"producto vaya desde el almacén hasta su cliente. Se puede configurar en " -"cualquier producto, solo tiene que ir a :menuselection:`Ventas --> Productos" -" --> Productos`. Aquí deberá abrir su formulario de producto, vaya a la " -"pestaña de inventario y agregue el *plazo de espera del cliente*." +"*El plazo de entrega de seguridad de ventas* se configura globalmente para " +"el negocio en :menuselection:`Inventario --> Configuración --> Ajustes`." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the customer lead time configuration from the product form" -msgstr "" -"Vista de la configuración del plazo de entrega del cliente desde el " -"formulario del producto" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:98 msgid "" -"For example, product B is ordered on the 2nd of April but the *Customer Lead" -" Time* is two days. In that case, the expected delivery date is the 4th of " -"April." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Sales`, and " +"click the checkbox to enable the feature." msgstr "" -"Por ejemplo, el producto B se ordena el 2 de abril, pero el *plazo de espera" -" del cliente* es de dos días. En este caso, la fecha de entrega esperada es " -"el 4 de abril." +"En la página de configuración, en la sección :guilabel:`Planeación " +"avanzada`, y active la casilla :guilabel:`Plazo de entrega de seguridad en " +"ventas`. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:108 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 -msgid "Security Lead Time" -msgstr "Plazo de seguridad" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:101 msgid "" -"In sales, *Security Lead Time* corresponds to backup days to ensure you are " -"able to deliver the products in time. The purpose is to be ready shipping " -"earlier in order to arrive on time." +"Next, enter the desired number of calendar days. This security lead time is " +"a buffer notifying the team to prepare for outgoing shipments earlier than " +"the scheduled date." msgstr "" -"En ventas, el *plazo de seguridad* corresponde a los días de respaldo para " -"asegurarse de que podrá entregar los productos a tiempo. El propósito es " -"preparar la entrega antes para que llegue a tiempo." +"Luego, escriba el número deseado de días de calendario. Este plazo de " +"entrega de seguridad notifica al equipo para que se preparen los envíos " +"salientes antes de la fecha planeada. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:105 msgid "" -"The number of security days is subtracted from the calculation to compute a " -"scheduled date earlier than the one promised to the customer." +"Setting the :guilabel:`Security Lead Time for Sales` to `1.00` day, pushes " +"the :guilabel:`Scheduled Date` of a delivery order (DO) forward by one day. " +"In that case, if a product is initially scheduled for delivery on April 6th," +" but with a one-day security lead time, the new scheduled date for the " +"delivery order would be April 5th." msgstr "" -"El número de días de seguridad se resta para calcular una fecha programada " -"antes de la prometida al cliente." +"Si el :guilabel:`plazo de entrega seguro para ventas` se establece en `1.00`" +" día, la :guilabel:`fecha programada` de una orden de entrega se adelanta " +"por un día. En ese caso, si un producto está programado para su entrega el 6" +" de abril pero tiene un plazo de entrega seguro de un día, la nueva fecha " +"programada para la orden de entrega sería el 5 de abril." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:117 -msgid "" -"To set this up, go to :menuselection:`Inventory --> Configuration --> " -"Settings` and enable the feature *Security Lead Time for Sales*." -msgstr "" -"Para configurar esto, vaya a :menuselection:`Inventario --> Configuración " -"--> Ajustes` y active la función *Plazo de seguridad para ventas*." - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" "View of the security lead time for sales configuration from the sales " -"settings" +"settings." msgstr "" -"Vista del plazo de seguridad para la configuración de ventas desde los " -"ajustes de ventas" +"Vista del plazo de entrega seguro para la configuración de ventas desde los " +"ajustes de ventas." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:124 -msgid "" -"For example, product B is scheduled to be delivered on the 6th of April but " -"the *Security Lead Time* is one day. In that case, the scheduled date for " -"the delivery order is the 5th of April." -msgstr "" -"Por ejemplo, se programa la entrega del producto B el 6 de abril pero el " -"*plazo de seguridad* es un día. En ese caso, la entrega programada para la " -"orden de entrega es el 5 de abril." - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:115 msgid "Deliver several products" msgstr "Entregar varios productos" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:117 msgid "" -"In many cases, customers order several products at the same time. Those can " -"have different lead times but still need to be delivered, at once or " -"separately. Fortunately, Odoo can help you handle these cases easily." +"For orders that include multiple products with different lead times, the " +"lead times can be configured directly from the quotation itself. On a " +"quotation, click the :guilabel:`Other Info` tab, and set the " +":guilabel:`Shipping Policy` to:" msgstr "" -"En muchos casos, los clientes ordenan varios productos al mismo tiempo. " -"Estos productos pueden tener plazos de entrega diferentes pero se deben " -"entregar, ya sea al mismo tiempo o por separado. Afortunadamente, Odoo le " -"puede ayudar a llevar estos casos fácilmente." +"Para las órdenes que incluyen varios productos con diferentes plazos de " +"entrega, puede configurar estos plazos desde la cotización. Haga clic en la " +"pestaña :guilabel:`Más información` de una cotización y seleccione una " +":guilabel:`Política de envío`:" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:121 msgid "" -"From the *Other Info* tab of your *Sale Order*, you can choose between *When" -" all products are ready* and *As soon as possible*. The first one is to " -"deliver products at once, while the second is to deliver them separately." +":guilabel:`As soon as possible` to deliver products as soon as they are " +"ready. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is " +"determined by adding today's date to the shortest lead time among the " +"products in the order." msgstr "" -"Desde la pestaña de *otra información* en su *orden de venta* puede elegir " -"entre *cuando todos los productos estén listos* y *lo antes posible*. El " -"primero es para entregar los productos al mismo tiempo, mientras que el " -"segundo es para entregarlos por separado." +":guilabel:`Lo antes posible` para entregar los productos tan pronto como " +"estén listos. La :guilabel:`fecha programada` de la orden de envío se " +"determina al agregar la fecha de hoy al plazo de entrega más corto entre los" +" productos de la orden." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:125 msgid "" -"For example, products A and B are ordered at the same time. A has 8 lead " -"days and B has 5. With the first option, the *Expected Date* is calculated " -"based on the product with the most lead days, here A. If the order is " -"confirmed on the 2nd of April, then the *Expected Date* is on the 10th of " -"April." +":guilabel:`When all products are ready` to wait to fulfill the entire order " +"at once. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` " +"is determined by adding today's date to the longest lead time among the " +"products in the order." msgstr "" -"Por ejemplo, los productos A y B se ordenaron al mismo tiempo. A tiene 8 " -"días de espera y B tiene 5. Con la primera opción, la *fecha esperada* se " -"calcula de acuerdo con el producto con el mayor plazo de espera, que en este" -" caso es A. Si la orden se confirma el 2 de abril, entonces la *fecha " -"esperada* es el 10 de abril." +":guilabel:`Cuando todos los productos estén listos` para esperar a cumplir " +"con toda la orden al mismo tiempo. La :guilabel:`fecha programada` de la " +"orden de envío se determina al agregar la fecha de hoy al plazo de entrega " +"más largo entre los productos de la orden." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "Show *Shipping Policy* field in the *Other Info* tab of a quotation." +msgstr "" +"Mostrar el campo *Política de envío* en la pestaña *Más información* de una " +"cotización." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:134 +msgid "" +"In a quotation containing 2 products, `Yoga mat` and `Resistance band,` the " +"products have a lead time of 8 days and 5 days, respectively. Today's date " +"is April 2nd." +msgstr "" +"En una cotización con 2 productos, `Tapete de yoga` y `Banda de " +"resistencia,` los productos tienen un plazo de entrega de 8 días y 5 días " +"respectivamente. La fecha de hoy es el 2 de abril." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:137 +msgid "" +"When the :guilabel:`Shipping Policy` is set to :guilabel:`As soon as " +"possible`, the scheduled delivery date is 5 days from today: April 7th. On " +"the other hand, selecting :guilabel:`When all products are ready` configures" +" the scheduled date to be 8 days from today: April 10th." +msgstr "" +"Si en la :guilabel:`Política de envío` establecida es :guilabel:`Lo antes " +"posible`, entonces la fecha de entrega programada es de 5 días a partir de " +"hoy, el 7 de abril. Al seleccionar :guilabel:`Cuando todos los productos " +"estén listos`, la fecha programada se configurará para que sea de 8 días a " +"partir de hoy, es decir, el 10 de abril." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:144 +msgid "Purchase lead times" +msgstr "Plazos de entrega para compras" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:146 msgid "" -"With the second option, the *Expected Date* is calculated based on the " -"product with the least customer lead days. In this example, B is the product" -" with the least lead days. So, the *Expected Date* is on the 7th of April." +"Automatically determining the dates on which to place orders from suppliers " +"can help simplify the procurement process." msgstr "" -"Con la segunda opción, la *fecha esperada* se calcula de acuerdo al producto" -" con el menor plazo de espera del cliente. Por lo tanto, la *fecha esperada*" -" es el 7 de abril." +"Determinar las fechas en las que se pueden realizar órdenes a los " +"proveedores de forma automática ayuda a simplificar el proceso de " +"aprovisionamiento." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:152 -msgid "Purchase - Lead Times" -msgstr "Compra - plazos de espera" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:155 -msgid "Supplier Lead Time" -msgstr "Plazos de espera del proveedor" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:149 msgid "" -"The *Supplier Lead Time* is the time needed for a product you purchased to " -"be delivered. To configure it, open a product from :menuselection:`Purchase " -"--> Products --> Products` and add a vendor under the *Purchase* tab." +"Odoo calculates the supplier shipment *receipt date*, and :abbr:`PO " +"(Purchase Order)` deadline, based on the required date the product is needed" +" in the warehouse. By working backwards from the receipt date, vendor lead " +"times and purchase security lead times are taken into account, in order to " +"determine the :abbr:`PO (Purchase Order)` deadline." msgstr "" -"El *plazo de espera del proveedor* es el tiempo que se necesita para que un " -"producto que compró se pueda entregar. Para configurarlo, abra el formulario" -" del producto :menuselection:`Compra --> Productos --> Productos` y agregue " -"el proveedor en la pestaña de *Compra*." +"Odoo calcula la *fecha de recepción* del envío del proveedor y la fecha " +"límite de la orden de compra según la fecha en la que se necesita el " +"producto en el almacén. Al trabajar a la inversa desde la fecha de " +"recepción, se toman en cuenta los plazos de entrega del proveedor y los " +"plazos de entrega seguros para determinar la fecha límite de la orden de " +"compra." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:154 +msgid "" +"This deadline is the date by which the order should be confirmed, in order " +"to ensure timely arrival by the expected receipt date." +msgstr "" +"Esta fecha límite es la fecha en la cual se debe confirmar el pedido, pues " +"garantizará que llegue a tiempo para la fecha de recepción esperada." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the way to add vendors to products" -msgstr "Vista de la forma de añadir vendedores a los productos" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:166 msgid "" -"By clicking on *Add a line*, a new window is displayed. You can specify the " -"*Delivery Lead Time* there. If done so, the delivery day for every purchase " -"of that product is now equal to *Date of the Purchase Order + Delivery Lead " -"Time*." +"Visualization of PO deadline and receipt date used with vendor lead times." msgstr "" -"Al dar clic en *agregar una línea* se mostrará una nueva pestaña. Aquí puede" -" especificar el *plazo de espera*. Si lo hace, el día de entrega para cada " -"compra de ese producto ahora será igual a la *fecha de la orden de compra + " -"plazo de espera de la entrega*." +"Visualización de la fecha límite de la orden de entrega y la fecha de " +"recepción que se utilizan con los tiempos de entrega del proveedor." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the delivery lead time configuration from a vendor form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:162 +msgid "" +":ref:`PO scheduling with reordering rules " +"`" msgstr "" -"Vista de la configuración del plazo de entrega desde un formulario de " -"proveedor" +":ref:`Programar órdenes de compra con reglas de reabastecimiento " +"`" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:165 +msgid "Vendor lead time" +msgstr "Plazo de entrega del proveedor " + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:167 +msgid "" +"To set a vendor lead time for orders arriving in the warehouse from a vendor" +" location, begin by navigating to a product form through " +":menuselection:`Purchase app --> Products --> Products`." +msgstr "" +"Para establecer un plazo de entrega del proveedor para las órdenes que " +"llegan al almacén desde la ubicación del proveedor, diríjase al formulario " +"de un producto. Vaya a la aplicación :menuselection:`Compras --> Productos " +"--> Productos`." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:170 +msgid "" +"Next, select the desired product, and switch to the :guilabel:`Purchase` " +"tab. In the editable vendor pricelist, click the :guilabel:`Add a line` " +"button to add vendor details, such as the :guilabel:`Vendor` name, " +":guilabel:`Price` offered for the product, and lastly, the " +":guilabel:`Delivery Lead Time`." +msgstr "" +"Después, seleccione el producto deseado y acceda a la pestaña " +":guilabel:`Compras`. En la lista de precios editable del proveedor, haga " +"clic en el botón :guilabel:`Agregar una línea` para ingresar los detalles " +"del proveedor, como el nombre del :guilabel:`proveedor,` el " +":guilabel:`precio` que ofrece por el producto y, por último, el " +":guilabel:`plazo de entrega`." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:176 msgid "" -"It is possible to add different vendors and, thus, different lead times " -"depending on the vendor." +"Multiple vendors and lead times can be added to the vendor pricelist. The " +"default vendor and lead time selected will be the entry at the top of the " +"list." msgstr "" -"Es posible agregar diferentes proveedores y, por lo tanto, diferentes plazos" -" de entrega dependiendo del proveedor." +"Puede agregar varios proveedores y plazos de entrega a la lista de precios " +"del proveedor. El proveedor predeterminado y el plazo de entrega " +"seleccionado estarán en la entrada que se ubica en la parte superior de la " +"lista." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 msgid "" -"The *Security Lead Time* for purchase follows the same logic as the one for " -"*Sales*, except that you are the customer. Then, it is the margin of error " -"for your supplier to deliver your order." +"On the vendor pricelist of the product form, the :guilabel:`Delivery Lead " +"Time` for the selected vendor is set to `10 days.`" msgstr "" -"El *plazo de espera de seguridad* para compras sigue la misma lógica que el " -"plazo de *Ventas*, excepto que en este caso usted es el cliente. Después, es" -" el margen de error de su proveedor para entregar su orden." +"En la lista de precios del proveedor del formulario del producto, el " +":guilabel:`Plazo de entrega` para el proveedor seleccionado está configurado" +" en `10 días`." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:186 -msgid "" -"To set up *Security Lead Time* for purchase, go to :menuselection:`Inventory" -" --> Configuration --> Settings` and enable the feature." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Add delivery lead times to vendor pricelist on a product." msgstr "" -"Para configurar el *plazo de espera de seguridad* para compras, vaya a " -":menuselection:`Inventario --> Configuración --> Ajustes` y active la " -"función." +"Agregar plazos de entrega a la lista de precios del proveedor en un " +"producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:187 msgid "" -"View of the security lead time for purchase from the inventory settings" +"By setting the vendor lead time, the expected arrival date of the item is " +"automatically determined as the date of the :abbr:`PO (Purchase Order)` " +"confirmation, plus the vendor lead time. This ensures that warehouse " +"employees are notified, if the products do **not** arrive within the " +"expected timeframe." msgstr "" -"Vista del plazo de seguridad para la compra desde los ajustes del inventario" +"Al establecer el plazo de entrega del proveedor, la fecha esperada de " +"llegada del artículo se determina de forma automática como la fecha de " +"confirmación de la orden de compra, más el plazo de entrega del proveedor. " +"Esto garantiza que los empleados del almacén sepan si los productos **no** " +"llegarán dentro del plazo previsto." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:193 msgid "" -"Doing so, every time the system generates purchase orders, those are " -"scheduled that many days earlier to cope with unexpected vendor delays." +"On a :abbr:`PO (Purchase Order)` confirmed on July 11th, for a product " +"configured with a 10-day vendor lead time, Odoo automatically sets the " +":guilabel:`Receipt Date` to July 21st. The receipt date also appears as the " +":guilabel:`Scheduled Date` on the warehouse receipt form, accessible from " +"the :guilabel:`Receipt` smart button, located on the :guilabel:`PO (Purchase" +" Order)`." msgstr "" -"De esta forma, cada vez que el sistema genere órdenes de compra, estas se " -"programarán esos días antes para lidiar con retrasos inesperados del " +"En una orden de compra confirmada el 11 de julio, para un producto " +"configurado con un plazo de entrega del proveedor de 10 días, Odoo establece" +" la :guilabel:`fecha de recepción` de forma automática para el 21 de julio. " +"La fecha de recepción también aparece como la :guilabel:`fecha programada` " +"en el formulario de recepción del almacén. Al formulario se puede acceder " +"desde el botón inteligente :guilabel:`Recepción` que se ubica en la orden de" +" compra." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Show expected *Receipt Date* of the product from the vendor." +msgstr "Mostrar la *fecha de recepción* esperada del producto del proveedor." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"Show expected *Scheduled Date* of arrival of the product from the vendor." +msgstr "" +"Mostrar la *fecha programada* esperada de llegada del producto del " "proveedor." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:198 -msgid "Manufacturing - Lead Times" -msgstr "Fabricación - Plazos de entrega" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:201 -msgid "Manufacturing Lead Time" -msgstr "Plazo de entrega de fabricación" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:203 -msgid "" -"The *Manufacturing Lead Time* is the time needed to manufacture the product." -" To specify it, open the *Inventory* tab of your product form and add the " -"number of days the manufacturing takes." -msgstr "" -"El *plazo de entrega de fabricación* es el tiempo que se necesita para " -"fabricar el producto. Para especificarlo, abra la pestaña de *inventario* en" -" el formulario de su producto y agregue el número de días que toma la " -"fabricación." - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "" -"View of the manufacturing lead time configuration from the product form" -msgstr "" -"Vista de la configuración del plazo de fabricación desde el formulario de " -"producto" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:209 +msgid "Purchase security lead time" +msgstr "Plazo de entrega seguro para compras" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:211 msgid "" -"When working with *Manufacturing Lead Times*, the *Deadline Start* of the " -"*MO* is **Commitment Date - Manufacturing Lead Time**. For example, the MO’s" -" deadline start date for an order having a commitment date on the 10th of " -"July is June 27th." +"*Purchase security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -"Al trabajar con *tiempos de espera de fabricación* la *fecha límite* de la " -"*orden de fabricación* es **Fecha de compromiso - Plazo de espera de " -"fabricación**. Por ejemplo, la fecha límite de inicio para una orden que " -"tiene una fecha de compromiso el 10 de julio es el 27 de junio." +"El *plazo de entrega seguro para la compra* se establece a nivel general " +"para el negocio desde la aplicación :menuselection:`Inventario --> " +"Configuración --> Ajustes`." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:214 msgid "" -"The *Security Lead Time* for manufacturing allows generating manufacturing " -"orders earlier to cope with the risk of manufacturing delays." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Purchase`, and" +" click the checkbox to enable the feature." msgstr "" -"El *plazo de seguridad* para fabricación permite generar órdenes de " -"fabricación más temprano para lidiar con el riesgo de retrasos en la " -"fabricación." +"En la página de configuración, en el encabezado :guilabel:`Programación " +"avanzada`, ubique la casilla :guilabel:`Plazo de entrega seguro para la " +"compra` y haga clic en ella para habilitar la función." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 msgid "" -"To enable it, go to :menuselection:`Manufacturing --> Configuration --> " -"Settings` and tick *Security Lead Time*." +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in supplier " +"deliveries." msgstr "" -"Para activarlo vaya a :menuselection:`Fabricación --> Configuración --> " -"Ajustes` y marque el *plazo de seguridad*." +"Después, escriba el número deseado de días naturales. Al configurar el plazo" +" de entrega seguro, también establece un margen que considera las posibles " +"demoras en las entregas de los proveedores." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:221 +msgid "" +"Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, " +"pushes the :guilabel:`Scheduled Date` of receipt back by one day. In that " +"case, if a product is initially scheduled to arrive on April 6th, with a " +"two-day security lead time, the new scheduled date for the receipt would be " +"April 8th." +msgstr "" +"Si el :guilabel:`plazo de entrega seguro para la compra` se establece en " +"`2.00` días, la :guilabel:`fecha programada` de recepción se atrasa por dos " +"días. En ese caso, si un producto está programado para que llegue el 6 de " +"abril pero tiene un plazo de entrega seguro de dos días, la nueva fecha " +"programada para que llegue sería el 8 de abril." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"Set security lead time for purchase from the Inventory > Configuration > " +"Settings." +msgstr "" +"Establecer el plazo de entrega seguro para la compra desde la aplicación " +"Inventario > Configuración > Ajustes." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:233 +msgid "Manufacturing lead times" +msgstr "Plazos de entrega de fabricación" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:235 +msgid "" +"Lead times can help simplify the procurement process for consumable " +"materials and components used in manufactured products with bills of " +"materials." +msgstr "" +"Los plazos de entrega pueden ayudar a simplificar el proceso de " +"aprovisionamiento de materiales consumibles y componentes que se utilizan " +"para fabricar productos con listas de materiales." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the deadline to " +"begin the manufacturing process to complete the product by the scheduled " +"delivery date, can be determined by configuring the manufacturing lead times" +" and manufacturing security lead times." +msgstr "" +"La fecha límite de la orden de fabricación, que es la fecha límite para " +"comenzar el proceso de fabricación y completar el producto para la fecha de " +"entrega programada, se puede determinar si configura los plazos de " +"fabricación y los plazos seguros de fabricación." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "" +"Visualization of the determination of planned MO date manufacturing lead " +"times." +msgstr "" +"Visualización de la determinación de los plazos de entrega de fabricación " +"previstos de la fecha de la orden de fabricación." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:247 +msgid "Manufacturing lead time" +msgstr "Plazo de fabricación" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:249 +msgid "" +"Configure the manufacturing lead time directly on the product form, by " +"navigating to :menuselection:`Manufacturing app --> Products --> Products`, " +"and select the desired product." +msgstr "" +"Configure el plazo de entrega de fabricación desde el formulario del " +"producto, vaya a la aplicación :menuselection:`Fabricación --> Productos -->" +" Productos` y seleccione el producto deseado." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:252 +msgid "" +"In the :guilabel:`Inventory` tab of the product, specify the calendar days " +"needed to the manufacture the product in the :guilabel:`Manufacturing Lead " +"Time` field." +msgstr "" +"En la pestaña :guilabel:`Inventario` del producto, especifique los días " +"naturales necesarios para fabricar el producto en el campo :guilabel:`Plazo " +"de fabricación`." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 +msgid "" +"Specify a 14-day :guilabel:`Manufacturing Lead Time` for a product directly " +"in the :guilabel:`Inventory` tab of the product." +msgstr "" +"Especifique un :guilabel:`plazo de fabricación` de 14 días para un producto " +"desde la pestaña :guilabel:`Inventario` del producto." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"View of the manufacturing lead time configuration from the product form." +msgstr "" +"Vista de la configuración del plazo de fabricación desde el formulario del " +"producto." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:263 +msgid "" +"Establish a :abbr:`MO (Manufacturing Order)` deadline, based on the " +"*expected delivery date*, indicated in the :guilabel:`Scheduled Date` field " +"of the :abbr:`DO (Delivery Order)`." +msgstr "" +"Establezca una fecha límite para la orden de fabricación según la *fecha de " +"entrega esperada* que se indica en el campo :guilabel:`Fecha programada` de " +"la orden de entrega. " + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:266 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the " +":guilabel:`Scheduled Date` field on the :abbr:`MO (Manufacturing Order)`, is" +" calculated as the *expected delivery date* subtracted by the manufacturing " +"lead time." +msgstr "" +"La fecha límite de la orden de fabricación, que es el campo :guilabel:`Fecha" +" programada` en la orden de fabricación, se calcula al restar el tiempo de " +"fabricación a la *fecha de entrega esperada*." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:270 +msgid "" +"This ensures the manufacturing process begins on time, in order to meet the " +"delivery date." +msgstr "" +"Esto garantiza que el proceso de fabricación comience a tiempo para cumplir " +"con la fecha de entrega." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:272 +msgid "" +"However, it's important to note that lead times are based on calendar days. " +"Lead times do **not** consider weekends, holidays, or *work center capacity*" +" (:dfn:`the number of operations that can be performed at the work center " +"simultaneously`)." +msgstr "" +"Sin embargo, es importante mencionar que los plazos de entrega solo toman en" +" consideración los días naturales. Los plazos de entrega **no** tienen en " +"cuenta los fines de semana, los días feriados o la *capacidad del centro de " +"trabajo* (:dfn:`el número de operaciones que se pueden realizar en el centro" +" de trabajo de forma simultánea`)." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:277 +msgid ":ref:`Manufacturing planning `" +msgstr ":ref:`Planeación de fabricación `" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:278 +msgid "" +":ref:`Configure automatic MO scheduling with reordering rules " +"`" +msgstr "" +":ref:`Configurar la planeación de órdenes de fabricación automáticas con " +"reglas de reabastecimiento `" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:282 +msgid "" +"A product's scheduled shipment date on the :abbr:`DO (Delivery Order)` is " +"August 15th. The product requires 14 days to manufacture. So, the latest " +"date to start the :abbr:`MO (Manufacturing Order)` to meet the commitment " +"date is August 1st." +msgstr "" +"La fecha de envío programada de un producto en la orden de entrega es el 15 " +"de agosto. Fabricar el producto toma 14 días, así que la fecha límite para " +"comenzar a trabajar en la orden de fabricación y cumplir con la fecha " +"correspondiente es el 1 de agosto." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:289 +msgid "Manufacturing security lead time" +msgstr "Plazo seguro de fabricación" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:291 +msgid "" +"*Manufacturing security lead time* is set globally for the business in " +":menuselection:`Manufacturing app --> Configuration --> Settings`. Under the" +" :guilabel:`Planning` heading, locate the box for :guilabel:`Security Lead " +"Time`, and click the checkbox to enable the feature." +msgstr "" +"El *plazo seguro de fabricación* se configura a nivel general para el " +"negocio en la aplicación :menuselection:`Fabricación --> Configuración --> " +"Ajustes`. En la sección de :guilabel:`Planificación`, ubique la casilla " +":guilabel:`Plazo de entrega seguro` y haga clic en ella para activar la " +"función." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:295 +msgid "" +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in the " +"manufacturing process." +msgstr "" +"Después, escriba el número deseado de días naturales. Al configurar el plazo" +" de entrega seguro, también establece un margen que considera las posibles " +"demoras en el proceso de fabricación." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" "View of the security lead time for manufacturing from the manufacturing app " -"settings" +"settings." msgstr "" -"Vista del plazo de seguridad para la fabricación desde los ajustes de la " -"aplicación Fabricación" +"Vista del plazo seguro de fabricación desde los ajustes de la aplicación " +"Fabricación." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:303 msgid "" -"For example, a customer orders B with a delivery date scheduled on the 20th " -"of June. The *Manufacturing Lead Time* is 14 days and the *Security Lead " -"Time* is 3 days, so the manufacturing of B needs to start at the latest on " -"the 3rd of June, which is the MO’s planned date." +"A product has a scheduled shipment date on the :abbr:`DO (Delivery Order)` " +"set for August 15th. The manufacturing lead time is 7 days, and " +"manufacturing security lead time is 3 days. So, the :guilabel:`Scheduled " +"Date` on the :abbr:`MO (Manufacturing Order)` reflects the latest date to " +"begin the manufacturing order. In this example, the planned date on the " +":abbr:`MO (Manufacturing Order)` is August 5th." msgstr "" -"Por ejemplo, un cliente ordena B con una fecha de entrega esperada para el " -"20 de junio. El *plazo de espera para la fabricación* es de 14 días y el " -"*plazo de seguridad* es de 3 días, así que la fabricación de B debe empezar " -"al menos el 3 de junio, que es la fecha planeada de la orden de fabricación." +"Un producto tiene una fecha de envío programada en la orden de entrega " +"establecida para el 15 de agosto. El plazo de fabricación es de 7 días y su " +"plazo seguro es de 3 días. Por lo que la :guilabel:`fecha programada` en la " +"orden de fabricación muestra la fecha más tardía para comenzar a elaborar la" +" orden de fabricación. En este ejemplo, la fecha planificada en la orden de " +"fabricación es el 5 de agosto." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:236 -msgid "Global Example" -msgstr "Ejemplo mundial" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:310 +msgid "Global example" +msgstr "Ejemplo general" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 -msgid "Here is a configuration:" -msgstr "Esta es la configuración:" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:240 -msgid "1 day of security lead time for Sales" -msgstr "1 día de plazo de seguridad para Ventas" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:241 -msgid "2 days of security lead time for Manufacturing" -msgstr "2 días de plazo de seguridad para Fabricación" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:242 -msgid "3 days of manufacturing lead time" -msgstr "3 días de plazo de espera para Fabricación" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:243 -msgid "1 day of security lead time for Purchase" -msgstr "1 día de plazo de seguridad para Compra" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:244 -msgid "4 days of supplier lead time" -msgstr "4 días de plazo de espera para el proveedor" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:246 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:312 msgid "" -"Let’s say that a customer orders B on the 1st of September and the delivery " -"date is planned to be within 20 days (September 20th). In such a scenario, " -"here is when all the various steps are triggered." +"See the following example to understand how all the lead times work together" +" to ensure timely order fulfillment:" msgstr "" -"Digamos que el cliente ordena B el 1 de septiembre y la fecha de entrega " -"está planeada para que sea dentro de 20 días (el 20 de septiembre). En este " -"caso, aquí es cuando se activan todas las siguientes etapas." +"El siguiente ejemplo es útil para entender cómo todos los plazos de entrega " +"trabajan en conjunto para garantizar el cumplimiento oportuno de la orden:" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:250 -msgid "**September 1st**: the sales order is created" -msgstr "**1 de septiembre**: se crean las órdenes de venta" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:315 +msgid "**Sales security lead time**: 1 day" +msgstr "**Plazo de entrega seguro de ventas**: un día." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:316 +msgid "**Manufacturing security lead time**: 2 days" +msgstr "**Plazo de entrega seguro de fabricación**: dos días." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:317 +msgid "**Manufacturing lead time**: 3 days" +msgstr "**Plazo de entrega de fabricación**: tres días." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:318 +msgid "**Purchase security lead time**: 1 day" +msgstr "**Plazo de entrega seguro de compra**: un día." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:319 +msgid "**Vendor lead time**: 4 days" +msgstr "**Plazo de entrega del proveedor**: cuatro días." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:321 msgid "" -"**September 10th**: the deadline to order components from the supplier " -"because of the manufacturing process (4 days of supplier lead time)" +"The customer places an order for a manufactured product on September 1st, " +"and the scheduled delivery date from the warehouse is on September 20th. " +"Odoo uses lead times and automated reordering rules to schedule the " +"necessary operations, based on the outgoing shipment delivery date, " +"September 20th:" msgstr "" -"***10 de septiembre***: la fecha final para ordenar componentes del " -"proveedor debido al proceso de fabricación (4 días de espera para el " -"proveedor)." +"El 1 de septiembre, un cliente ordena un producto fabricado y la fecha de " +"entrega programada desde el almacén es el 20 de septiembre. Odoo utiliza los" +" plazos de entrega y las reglas de reabastecimiento automatizadas para " +"programar las operaciones necesarias. Para esto, también toma en cuenta la " +"fecha del 20 de septiembre:" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" -"**September 13th**: the reception of the product from the supplier (1 day of" -" security lead time for Purchase)" +"Show timeline of how lead times work together to schedule warehouse " +"operations." msgstr "" -"**13 de septiembre**: le recepción del formulario del producto del proveedor" -" (1 día de plazo de espera para compra)" +"La cronología de los plazos de entrega en conjunto para programar las " +"operaciones del almacén." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 -msgid "" -"**September 14th**: the deadline start date for the manufacturing (19th - 3 " -"days of manufacturing lead time - 2 days of security lead time for " -"Manufacturing)" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:329 +msgid "**September 1st**: Sales order created, confirmed by salesperson." msgstr "" -"**14 de septiembre**: la fecha límite de inicio de la fabricación (el 19 - 3" -" días de plazo de espera de fabricación - 2 días de plazo de seguridad para " -"Fabricación)" +"**1 de septiembre**: en esta fecha se crea la orden de venta y una persona " +"encargada de ventas debe confirmarla." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:259 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:331 msgid "" -"**September 19th**: the expected date on the delivery order form (1 day of " -"security lead time for sales)" +"**September 9th**: Deadline to order components to ensure they arrive in " +"time when manufacturing begins (4-day supplier lead time)." msgstr "" -"**19 de septiembre**: la fecha esperada en el formulario de la orden de " -"entrega (1 día de plazo de seguridad para ventas)" +"**9 de septiembre**: la fecha límite para ordenar los componentes. Esto " +"asegurar que lleguen a tiempo cuando inicie el proceso de fabricación (el " +"plazo de entrega del proveedor es de cuatro días)." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:334 +msgid "" +"**September 13th**: Scheduled date of receipt for components. Initially, it " +"was set to 9/14, but the 1-day purchase security lead time pushed the date " +"earlier by 1 day." +msgstr "" +"**13 de septiembre**: la fecha de recepción programada para los componentes." +" Al principio la fecha era el 14 de septiembre, pero el plazo seguro de " +"compra de un día hizo que la fecha se adelantara por 1 día." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:337 +msgid "" +"**September 14th**: Deadline to begin manufacturing. Calculated by " +"subtracting the manufacturing lead time of 3 days, and the manufacturing " +"security lead time of 2 days, from the expected delivery date of September " +"19th." +msgstr "" +"**14 de septiembre**: la fecha límite para comenzar con el proceso de " +"fabricación. Esta fecha se calcula al restar el plazo de fabricación de 3 " +"días, y el plazo seguro de fabricación de 2 días, de la fecha de entrega " +"prevista del 19 de septiembre." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:341 +msgid "" +"**September 19th**: :guilabel:`Scheduled Date` on the delivery order form " +"indicates the updated expected delivery date, which was originally set as " +"September 20th. But the sales security lead time pushed the date forward by " +"a day." +msgstr "" +"**19 de septiembre**: la :guilabel:`fecha programada` en el formulario de la" +" orden de entrega indica la fecha de entrega prevista actualizada, al " +"principio se mencionó que correspondía al 20 de septiembre, pero el plazo de" +" entrega seguro de ventas adelantó la fecha por un día." + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:345 +msgid "" +"Odoo's replenishment planning maps a business' order fulfillment process, " +"setting pre-determined deadlines and raw material order dates, including " +"buffer days for potential delays. This ensures products are delivered on " +"time." +msgstr "" +"La planeación de reabastecimiento de Odoo trasforma el proceso de " +"cumplimiento de órdenes de una empresa, establece plazos predefinidos y " +"fechas para ordenar materia prima, además incluye días con un margen en caso" +" de posibles demoras. Esto garantiza que los productos se entreguen a " +"tiempo." #: ../../content/applications/inventory_and_mrp/inventory/management/products.rst:5 #: ../../content/applications/inventory_and_mrp/purchase/products.rst:5 @@ -6635,7 +7155,7 @@ msgstr "" msgid "Reordering rules" msgstr "Reglas de reabastecimiento" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:7 msgid "" "Reordering rules are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" @@ -6647,7 +7167,7 @@ msgstr "" "consigue especificando una cantidad mínima por debajo de la cual no deben " "descender las existencias y una cantidad máxima que no deben superar." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:11 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -6663,11 +7183,11 @@ msgstr "" "orden de fabricación. Esto es así independientemente de la ruta de " "reabastecimiento seleccionada." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 msgid "Configure products for reordering rules" msgstr "Configurar productos con reglas de reabastecimiento" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:19 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :guilabel:`Inventory --> Products --> " @@ -6679,7 +7199,7 @@ msgstr "" ":guilabel:`Inventario --> Productos --> Productos`, seleccione un producto " "existente o cree uno nuevo haciendo clic en :guilabel:`Crear`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:23 msgid "" "First, on the :guilabel:`General Information` tab, make sure that the " ":guilabel:`Product Type` is set to :guilabel:`Storable Product`. This is " @@ -6696,7 +7216,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "Establezca el tipo de producto como almacenable." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:29 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:31 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -6710,7 +7230,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "Seleccione una o más rutas en la pestaña Inventario." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:38 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -6729,7 +7249,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "Especifique un proveedor y el precio en la pestaña Compra." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:47 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -6741,7 +7261,7 @@ msgstr "" "necesario porque Odoo solo crea órdenes de fabricación para productos con " "una :abbr:`LdM (lista de materiales)`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:51 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -6758,11 +7278,11 @@ msgid "The Bill of Materials smart button on a product form." msgstr "" "El botón inteligente de lista de materiales en un formulario de producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 msgid "Create new reordering rules" msgstr "Crear nuevas reglas de reabastecimiento" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:62 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory --> " "Configuration --> Reordering Rules`, then click :guilabel:`Create`, and fill" @@ -6773,16 +7293,16 @@ msgstr "" "haga clic en :guilabel:`Crear`, y complete la nueva línea de la siguiente " "manera:" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" ":guilabel:`Producto`: el producto que se reabastece mediante la regla." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:66 msgid ":guilabel:`Location`: The location where the product is stored." msgstr ":guilabel:`Ubicación`: la ubicación donde se almacena el producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:67 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " @@ -6792,7 +7312,7 @@ msgstr "" " que se active la regla. Cuando las existencias pronosticadas son inferiores" " a esta cantidad, se creará una orden de reabastecimiento para el producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:70 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." @@ -6800,7 +7320,7 @@ msgstr "" ":guilabel:`Cantidad máxima`: la cantidad máxima hasta la que se reponen las " "existencias." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " @@ -6810,7 +7330,7 @@ msgstr "" "reabastecer por lotes con una cantidad determinada. Por ejemplo, reabastecer" " un producto en lotes de 20." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:73 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -6824,7 +7344,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "El formulario para crear una nueva regla de reabastecimiento." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:81 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory --> Products --> Products`, then " @@ -6837,7 +7357,7 @@ msgstr "" " de reordenamiento --> Crear`, y complete la nueva línea tal y como se " "explicó anteriormente." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:85 msgid "" "Once a reordering rule has been created for a product, if its forecasted " "quantity is below the rule's minimum quantity when the scheduler runs, a " @@ -6850,7 +7370,7 @@ msgstr "" "para el producto. El planificador se ejecuta una vez al día de forma " "predeterminada." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:90 msgid "" "To manually trigger a reordering rule before the scheduler runs, select " ":menuselection:`Inventory --> Operations --> Run Scheduler`. Then, select " @@ -6863,7 +7383,7 @@ msgstr "" ":guilabel:`Ejecutar planificador` en la ventana emergente. Tenga en cuenta " "que esto también activa cualquier otra acción programada." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:94 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -6874,7 +7394,7 @@ msgstr "" "cotización. Para ver y gestionar las solicitudes de cotización, vaya a " ":menuselection:`Compras --> Órdenes --> Solicitudes de cotización`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:98 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -6885,11 +7405,11 @@ msgstr "" "fabricación`. Para ver y gestionar `órdenes de fabricación`, navegue a " ":menuselection:`Fabricación --> Operaciones --> Órdenes de fabricación`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 msgid "Set a preferred route for reordering" msgstr "Establecer una ruta preferida para el reordenamiento" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:105 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -6901,7 +7421,7 @@ msgstr "" ":guilabel:`Comprar` como :guilabel:`Fabricar`, para permitir la " "funcionalidad de ambas rutas." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:109 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to if multiple are selected. " @@ -6914,7 +7434,7 @@ msgstr "" " a :menuselection:`Inventario --> Configuración --> Reglas de " "reordenamiento`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:113 msgid "" "By default, the :guilabel:`Preferred Route` column is hidden on the " ":guilabel:`Reordering Rules` page. Enable it by selecting the :guilabel:`⋮ " @@ -6929,7 +7449,7 @@ msgstr "" ":guilabel:`Ruta preferida`. Al hacerlo, aparecerá la columna :guilabel:`Ruta" " preferida`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:118 msgid "" "Click inside of the column on the row of a reordering rule and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -6943,7 +7463,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "Establecer una ruta preferida desde el menú desplegable" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:126 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -6954,6 +7474,244 @@ msgstr "" "utilizando la ruta seleccionada que aparece en primer lugar en la pestaña " ":guilabel:`Inventario` del formulario del producto." +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:3 +msgid "Scrap inventory" +msgstr "Desechar inventario" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:5 +msgid "" +"In some cases, a product in inventory may be damaged or found to be " +"defective. If it is not possible to repair or return the product, Odoo " +"*Inventory* allows users to scrap it, ensuring that usable inventory counts " +"remain accurate." +msgstr "" +"En algunos casos, es posible que un producto en el inventario esté dañado o " +"defectuoso. Si no es posible reparar o devolver el producto, la aplicación " +"*Inventario* de Odoo permite que los usuarios lo desechen para garantizar " +"que el número de productos que sí se pueden usar sea el correcto." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 +msgid "" +"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " +"Operations --> Scrap`. Each scrap order shows the date and time the order " +"was created, along with the product and quantity that was scrapped." +msgstr "" +"Puede ver las órdenes de desecho en :menuselection:`Inventario --> " +"Operaciones --> Desechar`. Cada orden de desecho muestra la fecha y la hora " +"en la que se creó la orden, junto con el producto y la cantidad desechada. " + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:14 +msgid "" +"To view the total quantity of each item scrapped, navigate to " +":menuselection:`Inventory --> Configuration --> Locations`. Remove the " +":guilabel:`Internal` filter from the :guilabel:`Search...` bar to display " +"virtual locations. Finally, select the :guilabel:`Virtual Locations/Scrap` " +"location." +msgstr "" +"Para ver la cantidad total de cada elemento desechado, vaya a " +":menuselection:`Inventario --> Configuración --> Ubicaciones`. Elimine el " +"filtro :guilabel:`Interno` de la barra :guilabel:`Buscar...` para que " +"aparezcan las ubicaciones virtuales. Por último, seleccione la ubicación con" +" el nombre :guilabel:`Ubicaciones virtuales/Desechos`. " + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:19 +msgid "" +"By default, scrapping a product removes it from physical inventory, and " +"places it in a virtual location titled *Virtual Locations/Scrap*. A virtual " +"location is **not** a physical space, but rather a designation in Odoo that " +"is used to track items that are no longer in physical inventory." +msgstr "" +"De manera predeterminada, al desechar un producto, este se elimina del " +"inventario físico y se coloca en una ubicación virtual que recibe el nombre " +"de *Ubicaciones virtuales/Desechos*. Una ubicación virtual **no** es un " +"espacio físico, es una denominación de Odoo que se usa para rastrear " +"elementos que ya no están disponibles en el inventario físico. " + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:23 +msgid "Learn more" +msgstr "Más información" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:25 +msgid "" +"For more information about virtual locations, see the documentation about " +"the different types of :ref:`locations `." +msgstr "" +"Para obtener más información acerca de las ubicaciones virtuales, consulte " +"la documentación sobre los distintos tipos de :ref:`ubicaciones " +"`." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:29 +msgid "Scrap from stock" +msgstr "Desechar de las existencias" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:31 +msgid "" +"To scrap a product located in inventory, begin by navigating to " +":menuselection:`Inventory --> Operations --> Scrap`. On the :guilabel:`Scrap" +" Orders` page, click :guilabel:`Create` to configure a new scrap order." +msgstr "" +"Para desechar un producto que se ubica en el inventario, vaya a " +":menuselection:`Inventario --> Operaciones --> Desechar`. En la página " +":guilabel:`Órdenes de desecho`, haga clic en :guilabel:`Nuevo` para " +"configurar una nueva orden para desechar." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:35 +msgid "" +"On the scrap order, select the product being scrapped from the " +":guilabel:`Product` drop-down menu, then enter the quantity in the " +":guilabel:`Quantity` field. The :guilabel:`Source Location` defaults to the " +"location where the product is stored, and the :guilabel:`Scrap Location` " +"defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can be " +"changed by selecting a different location from their respective drop-down " +"menus." +msgstr "" +"En la orden de desechos, seleccione el producto que desea desechar en el " +"menú desplegable :guilabel:`Producto` e introduzca la :guilabel:`cantidad` " +"en el campo correspondiente. El valor predeterminado en la " +":guilabel:`ubicación de origen` es la ubicación donde se almacena el " +"producto y el valor predeterminado de la :guilabel:`ubicación de deshecho` " +"es :guilabel:`Ubicaciones virtuales/Desechos`, pero puede cambiar cualquiera" +" de estos si selecciona una ubicación distinta desde sus menús desplegables." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "A new scrap order." +msgstr "Una nueva orden de desechos." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:45 +msgid "" +"Finally, click :guilabel:`Validate` to scrap the product. The on-hand " +"inventory count for the scrapped product updates to subtract the scrapped " +"quantity." +msgstr "" +"Por último, haga clic en :guilabel:`Validar` para desechar el producto. El " +"número de inventario disponible del producto desechado se actualiza y resta " +"la cantidad desechada." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:49 +msgid "Scrap from a receipt, transfer, or delivery" +msgstr "Desechar en una recepción, traslado o entrega" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:51 +msgid "" +"It is also possible to scrap products during the receipt, transfer, and " +"delivery operations. This can be necessary if any products are found to be " +"defective when receiving them into inventory, transferring them from one " +"location to another, or preparing them for delivery." +msgstr "" +"También puede desechar productos durante las operaciones de recepción, " +"traslado y entrega. Puede ser necesario si descubre que algún producto es " +"defectuoso al recibirlo en el inventario, trasladarlo de un lugar a otro o " +"prepararlo para su entrega." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:55 +msgid "" +"To scrap a product during the receipt, transfer, or delivery operations, " +"begin by navigating to the :menuselection:`Inventory` app. On the " +":guilabel:`Overview` page, select the :guilabel:`# TO PROCESS` button on the" +" :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or " +":guilabel:`Delivery Orders` card, depending on the type of operation the " +"product is being scrapped from." +msgstr "" +"Para desechar un producto durante las operaciones de recepción, traslado o " +"entrega, vaya a la aplicación :menuselection:`Inventario`. En la página " +":guilabel:`Información general`, seleccione el botón :guilabel:`# POR " +"PROCESAR` en las tarjetas :guilabel:`Recibidos`, :guilabel:`Traslados " +"internos` u :guilabel:`Órdenes de entrega`, según el tipo de operación desde" +" la cual desea desechar el producto." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:61 +msgid "" +"For the :guilabel:`Internal Transfers` card to appear on the " +":menuselection:`Overview` page of the :menuselection:`Inventory` app, the " +":guilabel:`Storage Locations` setting must be enabled. To do so, navigate to" +" :menuselection:`Configuration --> Settings`, then enable the checkbox next " +"to :guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading." +msgstr "" +"Para que la tarjeta :guilabel:`Traslados internos` aparezca en la página de " +":guilabel:`Información general` de la aplicación " +":menuselection:`Inventario`, debe habilitar los ajustes de " +":guilabel:`Ubicaciones de almacenamiento`. Vaya a " +":menuselection:`Configuración --> Ajustes`, luego habilite la casilla junto " +"a :guilabel:`Ubicaciones de almacenamiento` que se encuentra dentro de la " +"categoría :guilabel:`Almacén`." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:66 +msgid "" +"Alternatively, a list of all delivery orders, receipts, and transfers can be" +" viewed by navigating to :menuselection:`Inventory --> Operations --> " +"Transfers`." +msgstr "" +"Hay otra opción para visualizar la lista con todas las órdenes de entrega, " +"recepción y traslado. Vaya a :menuselection:`Inventario --> Operaciones --> " +"Traslados`." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:69 +msgid "" +"Next, open a delivery order, receipt, or transfer from the corresponding " +"page by clicking on it. A :guilabel:`Scrap` button appears at the top of the" +" page. Click it to open the :guilabel:`Scrap` pop-up window." +msgstr "" +"Luego, haga clic en una orden de entrega, recepción o traslado desde la " +"página correspondiente para abrirla. El botón :guilabel:`Desechar` aparece " +"en la parte superior de la página, haga clic en él para abrir la ventana " +"emergente correspondiente." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The scrap pop-up in the Inventory app." +msgstr "La ventana emergente de desechos en la aplicación Inventario." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:78 +msgid "" +"The :guilabel:`Scrap` button will only appear on a receipt that has been " +"validated. This is because Odoo only allows products to be scrapped once " +"they have been entered into inventory." +msgstr "" +"El botón :guilabel:`Desechar` solo aparecerá en una recepción que ya esté " +"validada. Esto se debe a que Odoo solo permite desechar los productos una " +"vez que están dentro del inventario." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:81 +msgid "" +"On the :guilabel:`Scrap` pop-up window, select the product being scrapped " +"from the :guilabel:`Product` drop-down menu. Then, enter the quantity in the" +" :guilabel:`Quantity` field." +msgstr "" +"En la ventana emergente de :guilabel:`desechos`, seleccione el " +":guilabel:`producto` a desechar en el menú desplegable correspondiente. " +"Luego, ingrese el número en el campo :guilabel:`Cantidad`." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:84 +msgid "" +"The :guilabel:`Source Location` defaults to the location where the product " +"is stored, and the :guilabel:`Scrap Location` defaults to :guilabel:`Virtual" +" Locations/Scrap`, but either of these can be changed by selecting a " +"different location from their respective drop-down menus." +msgstr "" +"El valor predeterminado en la :guilabel:`ubicación de origen` es la " +"ubicación donde se almacena el producto y el valor predeterminado de la " +":guilabel:`ubicación de deshecho` es :guilabel:`Ubicaciones " +"virtuales/Desechos`, pero puede cambiar cualquiera de estos si selecciona " +"una ubicación distinta desde sus menús desplegables." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:88 +msgid "" +"Finally, click :guilabel:`Done` to scrap the product. After doing so, the " +":guilabel:`Scrap` pop-up window disappears and a :guilabel:`Scraps` smart " +"button appears in the top right of the page. Click it to view all of the " +"scrap orders created from that operation." +msgstr "" +"Por último, haga clic en :guilabel:`Hecho` para desechar el producto. " +"Después de hacerlo, la ventana emergente de :guilabel:`desechos` se cierra " +"en automático y aparece el botón inteligente :guilabel:`Desechar` en la " +"parte superior derecha de la página. Haga clic en él para ver todas las " +"órdenes de desechos que se crearon desde esa operación." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The Scraps smart button." +msgstr "El botón inteligente para desechar." + #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:3 msgid "Selecting a replenishment strategy" msgstr "Elegir una estrategia de reabastecimiento" @@ -6979,7 +7737,7 @@ msgid "Terminology" msgstr "Terminología" #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:19 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 msgid "Replenishment report and reordering rules" msgstr "Reporte de reabastecimiento y reglas de reordenamiento" @@ -7014,11 +7772,11 @@ msgstr "" "Puede crear y gestionar reglas de reordenamiento en el reporte de " "reabastecimiento, o desde el formulario de producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:31 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 msgid "Make to order" msgstr "Fabricación sobre pedido" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:35 msgid "" "*Make to order (MTO)* is a procurement route that creates a draft purchase " "order (or manufacturing order) each time a sales order is confirmed, " @@ -7029,7 +7787,7 @@ msgstr "" "confirma una orden de venta, **sin tener en cuenta el nivel actual de " "existencias**." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:38 msgid "" "Unlike products replenished using reordering rules, Odoo automatically links" " the sales order to the |PO| or |MO| generated by the |MTO| route." @@ -7038,7 +7796,7 @@ msgstr "" "reordenamiento, Odoo vincula automáticamente la orden de venta a la |orden " "de compra| u |orden de fabricación| generada por la ruta |MTO|." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:41 msgid "" "Another difference between reordering rules and |MTO| is, with |MTO|, Odoo " "generates a draft |PO| or |MO| immediately after the |SO| is confirmed. With" @@ -7052,7 +7810,7 @@ msgstr "" "compra| o |MO| cuando las existencias pronosticadas del producto están por " "debajo de la cantidad mínima establecida." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:45 msgid "" "In addition, Odoo automatically adds quantities to the |PO| or |MO| as the " "forecast changes, so long as the |PO| or |MO| is not confirmed." @@ -7061,7 +7819,7 @@ msgstr "" "|orden de fabricación| cuando cambia el pronóstico, siempre que la |orden de" " compra| u |orden de fabricación| no esté confirmada." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:48 msgid "" "The |MTO| route is the best replenishment strategy for products that are " "customized, and/or for products that have no stock kept on-hand." @@ -7069,7 +7827,7 @@ msgstr "" "La ruta |MTO| es la mejor estrategia de reabastecimiento para productos que " "son personalizados o para productos que no tienen existencias disponibles." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:58 msgid "" "To access the replenishment report, go to :menuselection:`Inventory app --> " "Operations --> Replenishment.`" @@ -7077,7 +7835,7 @@ msgstr "" "Para acceder al reporte de reabastecimiento, vaya a la aplicación " ":menuselection:`Inventario --> Operaciones --> Reabastecimiento.`" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:61 msgid "" "By default, the replenishment report dashboard shows every product that " "needs to be manually reordered. If there is no specific rule for a product, " @@ -7089,7 +7847,7 @@ msgstr "" "específica para un producto, Odoo asume que las existencias " ":guilabel:`mínimas` y :guilabel:`máximas` son ambas `0.00`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:66 msgid "" "For products that don't have a set reordering rule, Odoo calculates the " "forecast based on confirmed sales orders, deliveries, and receipts. For " @@ -7103,7 +7861,7 @@ msgstr "" " Odoo calcula el pronóstico con normalidad, pero también tiene en cuenta el " "tiempo de espera de compra/fabricación y el tiempo de espera de seguridad." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:72 msgid "" "Before creating a new reordering rule, make sure the product has a *vendor* " "or a *bill of materials* configured on the product form. To check this, go " @@ -7122,7 +7880,7 @@ msgstr "" "aparecerá en el botón inteligente :guilabel:`Lista de materiales` en la " "parte superior del formulario." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:78 msgid "" "The :guilabel:`Product Type`, located in the :guilabel:`General Information`" " tab on the product form, **must** be set to :guilabel:`Storable Product`. " @@ -7145,7 +7903,7 @@ msgstr "" "Reporte de reabastecimiento que enumera todos los artículos que se deben " "comprar para cubrir las necesidades actuales." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:87 msgid "" "To create a new reordering rule from the replenishment report, go to " ":menuselection:`Inventory app --> Operations --> Replenishment`, click " @@ -7163,7 +7921,7 @@ msgstr "" "columnas correspondientes de la página del reporte de " ":guilabel:`reabastecimiento`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:93 msgid "" "To create a new reordering rule from the product form, go to " ":menuselection:`Inventory app --> Products --> Products`, and select a " @@ -7176,11 +7934,11 @@ msgstr "" "Haga clic en el botón inteligente :guilabel:`Reglas de reordenamiento`, haga" " clic en :guilabel:`Crear` y complete los campos." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 msgid "Replenishment report fields" msgstr "Campos del reporte de reabastecimiento" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:100 msgid "" "The following fields are on the :guilabel:`Replenishment` report. If any of " "these fields are not visible, click the :guilabel:`⋮ (additional options)` " @@ -7193,26 +7951,26 @@ msgstr "" "extremo derecho del reporte y haga clic en la casilla de verificación " "situada junto al campo para hacerlo visible." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 msgid ":guilabel:`Product`: the product that requires a replenishment." msgstr ":guilabel:`Producto`: el producto que se debe reabastecer." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 msgid "" ":guilabel:`Location`: the specific location where the product is stored." msgstr "" ":guilabel:`Ubicación`: la ubicación específica donde se almacena el " "producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 msgid ":guilabel:`Warehouse`: the warehouse where the product is stored." msgstr ":guilabel:`Almacén`: el almacén donde se almacena el producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:107 msgid ":guilabel:`On Hand`: the amount of product currently available." msgstr ":guilabel:`Disponible`: la cantidad de producto disponible." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 msgid "" ":guilabel:`Forecast`: the amount of product available after all current " "orders (sales, manufacturing, purchase, etc.) are taken into account." @@ -7220,7 +7978,7 @@ msgstr "" ":guilabel:`Pronóstico`: la cantidad de producto disponible después de " "considerar todas las órdenes actuales (ventas, fabricación, compra, etc)." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 msgid "" ":guilabel:`Preferred Route`: how the product is procured, either " ":guilabel:`Buy`, :guilabel:`Manufactured`, :guilabel:`Dropship`, etc." @@ -7228,11 +7986,11 @@ msgstr "" ":guilabel:`Ruta preferida`: cómo se adquiere el producto, puede ser por " ":guilabel:`Compra`, :guilabel:`Fabricación`, :guilabel:`Envío directo`, etc." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 msgid ":guilabel:`Vendor`: the company from which the product is acquired." msgstr ":guilabel:`Proveedor`: la empresa de la cual se adquiere el producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:113 msgid "" ":guilabel:`Bill of Materials`: the bill of materials for the product (if one" " is configured)." @@ -7240,7 +7998,7 @@ msgstr "" ":guilabel:`Lista de materiales`: la lista de materiales del producto (si " "está configurada)." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:114 msgid "" ":guilabel:`Trigger`: how the replenishment is created, either " ":guilabel:`Auto` (automatically, once the :guilabel:`On Hand` quantity goes " @@ -7252,7 +8010,7 @@ msgstr "" "inferior a la :guilabel: `cantidad mínima`) o :guilabel: `manual` (solo " "cuando se solicita el reaprovisionamiento)." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 msgid "" ":guilabel:`Procurement Group`: the reference number for how the product is " "being acquired, such as a sales order, purchase order, or manufacturing " @@ -7262,7 +8020,7 @@ msgstr "" "adquiere el producto, puede ser por una orden de cliente, una orden de " "compra o una orden de fabricación." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 msgid "" ":guilabel:`Min Quantity`: the minimum amount of product that should be " "available. When inventory levels goes below this number, the replenishment " @@ -7272,7 +8030,7 @@ msgstr "" "disponible. Cuando los niveles de inventario son inferiores a esta cantidad," " se activa el reabastecimiento." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 msgid "" ":guilabel:`Max Quantity`: the amount of product that should be available " "after replenishing the product." @@ -7280,7 +8038,7 @@ msgstr "" ":guilabel:`Cantidad máxima`: la cantidad de producto que debe quedar " "disponible tras el reabastecimiento del producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:123 msgid "" ":guilabel:`Multiple Quantity`: if the product should be ordered in specific " "quantities, enter the number that should be ordered. For example, if the " @@ -7292,7 +8050,7 @@ msgstr "" ":guilabel:`Cantidad múltiple` se establece en `5`, y solo se necesitan 3, se" " repondrán 5 productos." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 msgid "" ":guilabel:`To Order`: the amount of product that is currently needed, and " "will be ordered, if the :guilabel:`Order Once` or :guilabel:`Automate " @@ -7302,16 +8060,16 @@ msgstr "" " y que se pedirá si hace clic en el botón :guilabel:`Ordenar una vez` o " ":guilabel:`Automatizar órdenes`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:128 msgid ":guilabel:`UoM`: the unit of measure used to acquire the product." msgstr "" ":guilabel:`UdM`: la unidad de medida utilizada para adquirir el producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 msgid ":guilabel:`Company`: the company for which the product is acquired." msgstr ":guilabel:`Empresa`: la empresa para la que se adquiere el producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:131 msgid "" "By default, the quantity in the :guilabel:`To Order` field is the quantity " "required to reach the set :guilabel:`Max Quantity`. However, the " @@ -7325,7 +8083,7 @@ msgstr "" "ajustarse haciendo clic en el campo y cambiando el valor. Para reabastecer " "un producto de forma manual, haga clic en :guilabel:`Ordenar una vez`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:135 msgid "" "To automate a replenishment from the :guilabel:`Replenishment` page, click " ":guilabel:`Automate Orders` on the right-side of the line, represented by a " @@ -7336,7 +8094,7 @@ msgstr "" "en la parte derecha de la línea, representada por el icono :guilabel:`🔄 " "(flecha circular)`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:138 msgid "" "When this button is clicked, Odoo will automatically generate a draft " "|PO|/|MO| every time the forecasted stock level falls below the set " @@ -7347,7 +8105,7 @@ msgstr "" "existencias pronosticado caiga por debajo de la :guilabel:`cantidad mínima` " "de la regla de reordenamiento." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:141 msgid "" "On the :guilabel:`Replenishment` page, a reordering rule or manual " "replenishment can be temporarily deactivated for a given period, by clicking" @@ -7366,7 +8124,7 @@ msgstr "" "Las opciones para posponer permiten desactivar las notificaciones de " "reordenamiento durante un periodo de tiempo." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:147 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:149 msgid "" "A |PO| or |MO| created by a manual replenishment has a " ":guilabel:`Replenishment Report` as the source document. A |PO| or |MO| " @@ -7387,11 +8145,11 @@ msgstr "" "La lista de solicitudes de cotización muestra qué cotizaciones provienen " "directamente del reporte de reabastecimiento." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 msgid "Make to order (MTO) route" msgstr "Ruta de fabricación sobre pedido (MTO)" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:160 msgid "" "Since the |MTO| route is recommended for customized products, the route is " "hidden by default." @@ -7399,17 +8157,17 @@ msgstr "" "Dado que la ruta |MTO| se recomienda para productos personalizados, la ruta " "está oculta de forma predeterminada." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:169 msgid "To activate the |MTO| route in Odoo:" msgstr "Para activar la ruta |MTO| en Odoo:" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:161 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:163 msgid "Go to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" "Vaya a la aplicación :menuselection:`Inventario --> Configuración --> " "Ajustes`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 msgid "" "Activate the :guilabel:`Multi-Step Routes` setting, located under the " ":guilabel:`Warehouse` section, and click :guilabel:`Save`." @@ -7417,21 +8175,21 @@ msgstr "" "Active la opción :guilabel:`Rutas multietapa`, ubicada en la sección " ":guilabel:`Almacén`, y haga clic en :guilabel:`Guardar`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 msgid "" "Then, go to :menuselection:`Inventory app --> Configuration --> Routes`." msgstr "" "Luego, vaya a la aplicación :menuselection:`Inventario --> Configuración -->" " Rutas`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 msgid "" "Click on :menuselection:`Filters --> Archived` to show archived routes." msgstr "" "Haga clic en :menuselection:`Filtros --> Archivado` para mostrar las rutas " "archivadas." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:168 msgid "" "Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click " "on :menuselection:`Action --> Unarchive`." @@ -7439,7 +8197,7 @@ msgstr "" "Seleccione la casilla junto a :guilabel:`Reabastecer sobre pedido (MTO)`, y " "haga clic en :menuselection:`Acción --> Desarchivar`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:170 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:172 msgid "" "Activating the :guilabel:`Multi-Step Routes` setting also activates " ":guilabel:`Storage Locations`. If these features aren't applicable to the " @@ -7449,7 +8207,7 @@ msgstr "" "activan :guilabel:`ubicaciones de almacenamiento`. Si el almacén no utiliza " "estas funciones, desactívelas después de desarchivar la ruta |MTO|." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:176 msgid "" "To set a product's procurement route to |MTO|, go to " ":menuselection:`Inventory app --> Products --> Products`, and click on the " @@ -7459,7 +8217,7 @@ msgstr "" "la aplicación :menuselection:`Inventario --> Productos --> Productos` y haga" " clic en el producto deseado para abrir su formulario." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:179 msgid "" "Then, click the :guilabel:`Inventory` tab, and in the :guilabel:`Routes` " "section of options, select :guilabel:`Replenish on Order (MTO)`." @@ -7468,7 +8226,7 @@ msgstr "" ":guilabel:`Rutas` de las opciones, seleccione :guilabel:`Reabastecer sobre " "pedido (MTO)`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:182 msgid "" "For products purchased directly from a vendor, make sure the :guilabel:`Buy`" " route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -7480,7 +8238,7 @@ msgstr "" " sobre pedido (MTO)`. También asegúrese de que un proveedor esté configurado" " en la pestaña :guilabel:`Compra` del formulario de producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:186 msgid "" "For products manufactured in-house, make sure the :guilabel:`Manufacture` " "route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -7494,13 +8252,13 @@ msgstr "" " para el producto, puede acceder mediante el botón inteligente " ":guilabel:`Lista de materiales` en el formulario del producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:191 msgid "Finally, when all configurations are complete, click :guilabel:`Save`." msgstr "" "Fiinalmente, cuando se completen todas las configuraciones, haga clic en " ":guilabel:`Guardar`. " -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:194 msgid "" "The |MTO| route cannot be selected alone. |MTO| **only** works if the " ":guilabel:`Manufacture` or :guilabel:`Buy` route is also selected." @@ -8405,7 +9163,7 @@ msgstr "Métodos de valoración" msgid "Integrating additional costs to products (landed costs)" msgstr "Integrar costos adicionales con productos (costos en destino)" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:7 msgid "" "The landed cost feature in Odoo allows the user to include additional costs " "(shipment, insurance, customs duties, etc.) into the cost of the product." @@ -8414,7 +9172,7 @@ msgstr "" "adicionales (envío, seguro, derechos aduanales, etc.) en el costo del " "producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:13 msgid "" "First, go to :menuselection:`Inventory --> Configuration --> Settings --> " "Valuation` and activate the :guilabel:`Landed Costs` feature. Odoo also " @@ -8430,15 +9188,15 @@ msgstr "" msgid "Activate the landed cost feature in Inventory settings." msgstr "Active la función de costos en destino en los ajustes de Inventario." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:22 msgid "Add costs to products" msgstr "Agregar costos a productos" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 msgid "Receive the vendor bill" msgstr "Recibir la factura de proveedor" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:27 msgid "" "After a vendor fulfills a purchase order and sends a bill, click " ":guilabel:`Create Bill` on the purchase order to create a vendor bill in " @@ -8458,7 +9216,7 @@ msgstr "" "Habilitar la opción de costos en destino en la línea de la factura de " "proveedor." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:35 msgid "" "For charges that are always landed costs, create a landed cost product in " "Odoo. That way, the landed cost product can be quickly added to the vendor " @@ -8471,7 +9229,7 @@ msgstr "" "línea en la factura en lugar de tener que ingresar la información de costo " "en destino cada vez que recibe una factura de proveedor." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:39 msgid "" "First, create a new product in :menuselection:`Inventory --> Products --> " "Products --> Create`. Next, name the landed cost product. Then, set the " @@ -8489,7 +9247,7 @@ msgstr "" "último, haga clic en :guilabel:`guardar` para terminar de crear el producto " "de costo en destino." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:45 msgid "" "If this product is always a landed cost, you can also define it on the " "product and avoid having to tick the box on each vendor bill." @@ -8502,7 +9260,7 @@ msgstr "" msgid "Option to define a product as a landed cost." msgstr "Opción para definir si un producto es un costo en destino." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:50 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:52 msgid "" "Once the landed cost is added to the vendor bill (either by checking the " ":guilabel:`Landed Cost` option on the invoice line or adding a landed cost " @@ -8531,7 +9289,7 @@ msgstr "" "Utilice un traslado de almacén para registrar un costo en destino en el " "diario contable." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:64 msgid "" "After setting the picking, click :guilabel:`Compute` on the landed cost " "record. Then, go to the :guilabel:`Valuation Adjustments` tab to see the " @@ -8544,7 +9302,7 @@ msgstr "" "destino. Por último, haga clic en :guilabel:`validar` para registrar el " "asiento de los costos en destino en el diario contable." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:68 msgid "" "The user can access the journal entry that has been created by the landed " "cost by clicking on the :guilabel:`Journal Entry`." @@ -8552,7 +9310,7 @@ msgstr "" "El usuario puede acceder al asiento contable creado por el costo en destino " "si hace clic en el :guilabel:`asiento`." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:72 msgid "" "The product that the landed cost is applied to must have a product category " "set to a :abbr:`FIFO (First In, First Out)` or an :abbr:`AVCO (Average " @@ -8566,7 +9324,7 @@ msgstr "" msgid "Landed cost journal entry" msgstr "Asiento contable de costo en destino" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:80 msgid "" "Landed cost records can also be directly created in " ":menuselection:`Inventory --> Operations --> Landed Costs`, it is not " @@ -8643,11 +9401,11 @@ msgstr "" "ser necesario realizar ajustes de forma continua dependiendo de las " "necesidades y prioridades de la empresa." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 msgid "Types of accounting" msgstr "Tipos de contabilidad" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:37 msgid "" "Accounting entries will depend on the accounting mode: *Continental* or " "*Anglo-Saxon*." @@ -8655,7 +9413,7 @@ msgstr "" "Los asientos contables dependerán del modo de contabilidad: *continental* o " "*anglosajón*." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:40 msgid "" "Verify the accounting mode by activating the :ref:`developer-mode` and " "navigating to :menuselection:`Accounting --> Configuration --> Settings`." @@ -8663,7 +9421,7 @@ msgstr "" "Para comprobar el modo de contabilidad, active el :ref:`developer-mode` y " "vaya a :menuselection:`Contabilidad --> Configuración --> Ajustes`." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:43 msgid "" "In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " "when products are sold or delivered. This means that the cost of a good is " @@ -8678,7 +9436,7 @@ msgstr "" " de entrada y salida, y ambas son *cuentas de activos* en el balance " "general." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:48 msgid "" "In *Continental* accounting, the cost of a good is reported as soon as a " "product is received into stock. Additionally, a single *Expense* account is " @@ -8689,11 +9447,11 @@ msgstr "" "cuenta *de gastos* tanto para las cuentas de entrada y salida en el balance " "general." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 msgid "Costing methods" msgstr "Métodos de costo" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:57 msgid "" "Below are the three costing methods that can be used in Odoo for inventory " "valuation." @@ -8701,7 +9459,7 @@ msgstr "" "Estos son los tres métodos de costo que puede utilizar en Odoo para su " "valoración de inventario." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 msgid "" "**Standard Price**: is the default costing method in Odoo. The cost of the " "product is manually defined on the product form, and this cost is used to " @@ -8714,7 +9472,7 @@ msgstr "" " en una orden de compra es distinto, la valoración utilizará el costo que se" " definió en el formulario del producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:63 msgid "" "**Average Cost (AVCO)**: calculates the valuation of a product based on the " "average cost of that product, divided by the total number of available stock" @@ -8726,7 +9484,7 @@ msgstr "" " Al utilizar este método de costo, la valoración de inventario es *dinámica*" " y se ajusta con regularidad según el precio de compra de los productos." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:66 msgid "" "**First In First Out (FIFO)**: tracks the costs of incoming and outgoing " "items in real-time and uses the real price of the products to change the " @@ -8747,7 +9505,7 @@ msgstr "" "valoración de inventario es el más preciso por varias razones, pero es muy " "sensible a los datos introducidos y a los errores humanos." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 msgid "" "Changing the costing method greatly impacts inventory valuation. It's highly" " recommended to consult an accountant first before making any adjustments " @@ -8757,11 +9515,11 @@ msgstr "" "inventario. Recomendamos ampliamente consultar a un contador antes de hacer " "cualquier ajuste." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:78 msgid "Configure automated inventory valuation in Odoo" msgstr "Configurar la valoración automatizada de inventario en Odoo" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:80 msgid "" "Make changes to inventory valuation options by navigating to " ":menuselection:`Inventory --> Configuration --> Product Categories`, and " @@ -8773,7 +9531,7 @@ msgstr "" "elija la categoría o categorías en las que se debería aplicar el método de " "valoración automatizada." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:85 msgid "" "It is possible to use different valuation settings for different product " "categories." @@ -8781,7 +9539,7 @@ msgstr "" "Es posible utilizar distintos ajustes de valoración para categorías de " "producto distintas." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:87 msgid "" "Under the :guilabel:`Inventory Valuation` heading are two labels: " ":guilabel:`Costing Method` and :guilabel:`Inventory Valuation`. Pick the " @@ -8797,16 +9555,16 @@ msgstr "" ":guilabel:`primeras entradas, primeras salidas (PEPS)`) y cambie la " ":guilabel:`valoración de inventario` a :guilabel:`automatizada`." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:89 -msgid "" -":doc:`Using the inventory valuation " -"`" -msgstr "" -":doc:`Usar la valoración de inventario " -"`" - #: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 msgid "" +":ref:`Using the inventory " +"valuation`" +msgstr "" +":ref:`Uso de la valuación de inventario " +"`" + +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:96 +msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " "products in the respective product category creates a new record in the " @@ -8823,7 +9581,7 @@ msgstr "" "automática según el precio promedio de compra, tanto del inventario " "disponible como de los costos acumulados de las órdenes de compra validadas." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:102 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " @@ -8842,7 +9600,7 @@ msgstr "" "Odoo generará un registro correspondiente en el reporte de *Valoración de " "Inventario*." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:108 msgid "" "On the same screen, the :guilabel:`Account Stock Properties` fields will " "appear, as they are now required fields given the change to automated " @@ -8852,7 +9610,7 @@ msgstr "" "cuenta de existencias` porque ahora son campos necesarios debido al cambio a" " valoración de inventario. Estas cuentas se definen de la siguiente manera:" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:112 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " @@ -8862,7 +9620,7 @@ msgstr "" "valoración automatizada de inventario en un producto, esta cuenta contendrá " "el valor actual de los productos." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:114 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -8877,7 +9635,7 @@ msgstr "" "predeterminado para todos los productos en una categoría específica, y " "también se puede establecer directamente en cada producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:118 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -8892,12 +9650,12 @@ msgstr "" "predeterminado para todos los productos en una categoría específica, y " "también se puede establecer directamente en cada producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:124 msgid "Access reporting data generated by inventory valuation" msgstr "" "Acceder a los datos de reporte generados por la valoración de inventario" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:126 msgid "" "To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." " At the top of the dashboard, change the :guilabel:`As of` field value to " @@ -8910,7 +9668,7 @@ msgstr "" ":guilabel:`al` a :guilabel:`hoy` y ajuste el filtro :guilabel:`opciones` a " ":guilabel:`desplegar todo` para ver todos los datos más recientes a la vez." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:131 msgid "" "Under the parent :guilabel:`Current Assets` line item, look for the nested " ":guilabel:`Stock Valuation Account` line item, where the total valuation of " @@ -8920,7 +9678,7 @@ msgstr "" " de apunte anidada :guilabel:`cuenta de valoración de existencias`, donde se" " muestra la valoración total de todo el inventario a la mano." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:135 msgid "" "Access more specific information with the :guilabel:`Stock Valuation " "Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " @@ -8949,7 +9707,7 @@ msgstr "" msgid "Using inventory valuation" msgstr "Usar la valoración de inventario" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:7 msgid "" "*Inventory valuation* is a quintessential accounting procedure that " "calculates the value of on-hand stock. Once determined, the inventory " @@ -8960,7 +9718,7 @@ msgstr "" "importe de la valoración de inventario se incorpora al valor global de una " "empresa." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:11 msgid "" "In Odoo, this process can be conducted manually— by warehouse employees " "physically counting the products— or automatically through the database." @@ -8969,19 +9727,19 @@ msgstr "" "almacén cuentan los productos físicamente, o de forma automática mediante la" " base de datos. " -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:15 msgid "" -":ref:`Inventory valuation configuration " -"`" +":ref:`Inventory valuation " +"configuration`" msgstr "" -":ref:`Configuración de la valoración de inventario " -"`" +":ref:`Configuración de valuación de " +"inventario`" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:18 msgid "Understand the basics of inventory valuation" msgstr "Comprender los fundamentos de la valoración de inventario" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:20 msgid "" "In order to understand how moving products in and out of stock affects the " "company's overall value, consider the following product and stock moves " @@ -8991,11 +9749,11 @@ msgstr "" "existencias afecta el valor global de la empresa, considere el siguiente " "escenario de movimientos de productos y existencias." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 msgid "Receive a product" msgstr "Recibir un producto" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:26 msgid "" "For example, consider an physical product, a simple *table*, which is " "categorized as `Office Furniture` in the product form's :guilabel:`Product " @@ -9005,7 +9763,7 @@ msgstr "" " como `mueble de oficina` en el campo :guilabel:`categoría de producto` del " "formulario de producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:29 msgid "" "Navigate to the the product category itself by going to " ":menuselection:`Inventory app --> Configuration --> Product Categories`, and" @@ -9018,7 +9776,7 @@ msgstr "" "salidas (PEPS)` y el campo :guilabel:`valoración de inventario` como " "`automatizada`." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:34 msgid "" "Alternatively access the :guilabel:`Product Categories` dashboard by " "clicking on the :guilabel:`internal link` arrow on the individual product's " @@ -9029,7 +9787,7 @@ msgstr "" "producto. La encuentra al colocar el ratón sobre el campo " ":guilabel:`categoría de producto`." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:38 msgid "" "Next, assume 10 tables are purchased at a price of $10.00, each. The " ":abbr:`PO (Purchase Order)` for those tables will show the subtotal of the " @@ -9043,7 +9801,7 @@ msgstr "" msgid "Purchase order with 10 tables products valued at $10 each." msgstr "Orden de compra con 10 mesas con un valor de $10 cada una." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:45 msgid "" "After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, use" " the :guilabel:`Valuation` smart button to view how the value of inventory " @@ -9057,7 +9815,7 @@ msgstr "" msgid "Valuation smart button on a receipt." msgstr "Botón inteligente de valoración en un recibo." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:53 msgid "" ":ref:`Developer mode ` must be turned on to see the " "*Valuation* smart button." @@ -9065,7 +9823,7 @@ msgstr "" "Debe activar el :ref:`modo de desarrollador ` para poder ver" " el botón inteligente *valoración*." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:56 msgid "" "The :doc:`consignment " "` " @@ -9078,7 +9836,7 @@ msgstr "" "propiedad de otras empresas no se contabilizan en la valoración de " "inventario de la empresa anfitriona." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:60 msgid "" "The :guilabel:`Stock Valuation` dashboard then displays valuation of all " "products in the shipment, along with their quantities and valuation. In the " @@ -9095,7 +9853,7 @@ msgid "Stock valuation page depicting the products within a shipment." msgstr "" "Página de valoración de inventario que muestra los productos de un envío." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:68 msgid "" "In Odoo, automatic inventory valuation records are also recorded in the " "*Accounting* app. To access these accounting entries, navigate to " @@ -9113,11 +9871,11 @@ msgstr "" msgid "Accounting entry for the inventory valuation of 10 tables." msgstr "Asiento contable para la valoración de inventario de 10 mesas." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 msgid "Deliver a product" msgstr "Entregar un producto" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:80 msgid "" "In the same logic, when a table is shipped to a customer and leaves the " "warehouse, the stock valuation decreases. The :guilabel:`Valuation` smart " @@ -9134,11 +9892,11 @@ msgid "Decreased stock valuation after a product is shipped." msgstr "" "Disminución de la valoración de inventario tras el envío de un producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 msgid "The inventory valuation report" msgstr "El reporte de valoración de inventario" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:91 msgid "" "To view the current value of all products in the warehouse, go to " ":menuselection:`Inventory app --> Reporting --> Inventory Valuation`. The " @@ -9157,7 +9915,7 @@ msgstr "" msgid "Inventory valuation report showing multiple products." msgstr "Reporte de valoración de inventario que muestra varios productos." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:101 msgid "" "The :guilabel:`Inventory At Date` button, located in the top-left corner of " "the :guilabel:`Stock Valuation` dashboard, shows the inventory valuation of " @@ -9168,11 +9926,11 @@ msgstr "" "muestra la valoración de los productos disponibles durante un periodo " "específico en el pasado." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 msgid "Update product unit price" msgstr "Actualizar el precio unitario de un producto" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:108 msgid "" "For any company: lead times, supply chain failures, and other risk factors " "can contribute to invisible costs. Although Odoo attempts to accurately " @@ -9185,7 +9943,7 @@ msgstr "" "*valoración manual* funciona como una herramienta adicional para actualizar " "el precio unitario de productos." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:113 msgid "" "Manual valuation is intended for products that can be purchased and received" " for a cost greater than 0, or have product categories set with " @@ -9203,7 +9961,7 @@ msgstr "" "Botón para agregar una valoración manual al valor de inventario de un " "producto." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:121 msgid "" "Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard" " by first navigating to :menuselection:`Inventory app --> Reporting --> " @@ -9219,7 +9977,7 @@ msgstr "" "existencias debajo, así como un botón verde azulado :guilabel:`+ (más)` a la" " derecha." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:126 msgid "" "Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product" " Revaluation` form, where updates to the calculation of inventory valuation " @@ -11265,6 +12023,185 @@ msgstr "" msgid "A receipt for stock received to one warehouse from another." msgstr "Una recepción de existencias que se recibieron de otro almacén." +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:3 +msgid "Locations" +msgstr "Ubicaciones" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:5 +msgid "" +"A *location* is a specific space within a warehouse. This can be a shelf, " +"room, aisle, etc. There are three types of locations in Odoo:" +msgstr "" +"Una *ubicación* es un espacio específico dentro de un almacén. Puede ser un " +"estante, una sala, un pasillo, etc. Hay tres tipos de ubicaciones en Odoo:" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:8 +msgid "" +"*Physical locations* are spaces within a warehouse owned by the user's " +"company. These can be a an area where items are stored like an aisle or " +"shelf, or an area where operations take place, like loading and unloading " +"bays." +msgstr "" +"Las *ubicaciones físicas* son espacios dentro de un almacén que pertenece a " +"la empresa del usuario. Estas pueden ser las áreas donde los artículos se " +"almacenan como un pasillo o estante, o las áreas donde se realizan " +"operaciones, como las zonas de carga y descarga." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:11 +msgid "" +"*Partner locations* are the same as physical locations except that they " +"exist within the warehouse of a customer or vendor." +msgstr "" +"Las *ubicaciones de contactos* son iguales a las ubicaciones físicas, pero " +"están dentro del almacén de un cliente o proveedor." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:13 +msgid "" +"*Virtual locations* are locations that do not exist physically, but where " +"items that are not in inventory can be placed. These can be items that have " +"not yet entered inventory, like products that are on the way to a warehouse," +" or items that are no longer in inventory due to loss or other factors." +msgstr "" +"Las *ubicaciones virtuales* son ubicaciones que no existen de forma física, " +"pero allí se pueden colocar los artículos que no están en el inventario. " +"Estos pueden ser artículos que aún no son parte de las existencias, como " +"productos que están en camino al almacén o artículos que ya no están en el " +"inventario debido a pérdidas u otros factores." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:19 +msgid "" +"In order to use locations, the :guilabel:`Storage Locations` setting must be" +" enabled. To do so, navigate to :menuselection:`Inventory --> Configuration " +"--> Settings`, scroll down to the :guilabel:`Warehouse` heading, and enable " +"the :guilabel:`Storage Locations` checkbox." +msgstr "" +"Debe habilitar los ajustes de :guilabel:`Ubicaciones de almacenamiento` para" +" poder usarlas. Vaya a :menuselection:`Inventario --> Configuración --> " +"Ajustes`, diríjase al encabezado :guilabel:`Almacén` y active la casilla " +":guilabel:`Ubicaciones de almacenamiento`." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:24 +msgid "Create a new location inside a warehouse" +msgstr "Crear una nueva ubicación dentro de un almacén" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:26 +msgid "" +"Starting from the :menuselection:`Inventory` app, select " +":menuselection:`Configuration --> Locations --> Create`. The new location " +"form can then be configured as follows:" +msgstr "" +"En la aplicación :guilabel:`Inventario`, seleccione " +":menuselection:`Configuración --> Ubicaciones --> Nuevo`. Complete el " +"formulario para la nueva ubicación con los siguientes datos:" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:29 +msgid "" +":guilabel:`Location Name`: the name that will be used to reference the " +"location" +msgstr "" +":guilabel:`Nombre de la ubicación`: el nombre que se utilizará para hacer " +"referencia a la ubicación." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:30 +msgid "" +":guilabel:`Parent Location`: the location or warehouse that the new location" +" exists within" +msgstr "" +":guilabel:`Ubicación principal`: la ubicación o el almacén dentro del que " +"está la nueva ubicación." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:31 +msgid "" +":guilabel:`Location Type`: choose the category that the location belongs to" +msgstr "" +":guilabel:`Tipo de ubicación`: elija la categoría a la que pertenece la " +"ubicación." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:32 +msgid "" +":guilabel:`Company`: the company that owns the warehouse that the location " +"is inside of" +msgstr "" +":guilabel:`Empresa`: la empresa que es propietaria del almacén donde se " +"encuentra la ubicación." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:33 +msgid "" +":guilabel:`Is a Scrap Location?`: check this box to allow for " +"scrapped/damaged goods to be stored in this location" +msgstr "" +":guilabel:`¿Es una ubicación de desecho?`: marque esta casilla si desea " +"permitir que las mercancías que son desechos o están dañadas se almacenen en" +" esta ubicación." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:35 +msgid "" +":guilabel:`Is a Return Location?`: check this box to allow products to be " +"returned to this location" +msgstr "" +":guilabel:`¿Es una ubicación de devolución?`: marque esta casilla si desea " +"permitir que devuelvan los productos a esta ubicación." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:37 +msgid ":guilabel:`Barcode`: the barcode number assigned to the location" +msgstr "" +":guilabel:`Código de barras`: el número de código de barras que le asignó a " +"la ubicación." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:38 +msgid "" +":guilabel:`Removal Strategy`: the :ref:`strategy " +"` for how items should be taken from " +"inventory" +msgstr "" +":guilabel:`Estrategia de remoción`: la :ref:`estrategia " +"` que indica cómo deben tomarse los " +"artículos del inventario." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst-1 +msgid "The form for creating a new location." +msgstr "El formulario para crear una nueva ubicación." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:46 +msgid "Create location hierarchies" +msgstr "Crear jerarquías de ubicación" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:48 +msgid "" +"The *Parent Location* setting on the new location form allows for a location" +" to exist within a warehouse or another location. Every location can serve " +"as a parent location, and every parent location can have multiple locations " +"within it, allowing for the creation of a virtually infinite hierarchical " +"structure." +msgstr "" +"El ajuste que recibe el nombre de *Ubicación principal* en el formulario de " +"la nueva ubicación permite que exista una ubicación dentro de un almacén u " +"otra ubicación. Cada ubicación puede servir como una ubicación principal y " +"cada una de ellas puede tener varias ubicaciones dentro, lo que permite la " +"creación de una estructura jerárquica casi infinita." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:54 +msgid "" +"Location hierarchy could be organized so that a shelf is located within an " +"aisle, which is located within a room, which is located within the overall " +"warehouse." +msgstr "" +"La jerarquía de ubicaciones permite que un estante se encuentre dentro de un" +" pasillo, que se encuentra dentro de una sala, que se encuentra dentro del " +"almacén general." + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:57 +msgid "" +"To create the location hierarchy in the example above, set the warehouse as " +"the parent of the room, the room as the parent of the aisle, and the aisle " +"as the parent of the shelf. This can be adapted to a hierarchy of any " +"magnitude." +msgstr "" +"Para crear la jerarquía de ubicación descrita en el ejemplo anterior, " +"establezca el almacén como la ubicación principal de la sala, la sala como " +"la ubicación principal del pasillo y el pasillo como la ubicación principal " +"del estante. Esto se puede adaptar a una jerarquía de cualquier extensión." + #: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst:3 msgid "Transfer products between warehouses using replenishment" msgstr "Trasladar productos entre almacenes mediante reabastecimientos" @@ -11658,7 +12595,7 @@ msgstr "" "almacena sus artículos. Puede configurar varios almacenes en Odoo y crear " "movimientos entre almacenes." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:19 msgid "" "A **Location** is a specific space within the warehouse. It can be a " "sublocation of the warehouse (a shelf, a floor, an aisle, and so on). " @@ -11672,11 +12609,11 @@ msgstr "" "vincular una ubicación con múltiples almacenes. Puede configurar tantas " "ubicaciones como necesite en un almacén." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 msgid "There are three types of locations:" msgstr "Existen tres tipos de ubicaciones:" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:26 msgid "" "The **Physical Locations** are internal locations that are part of the " "warehouses that the company owns. They can be the loading and unloading " @@ -11686,7 +12623,7 @@ msgstr "" " almacenes de la empresa. Pueden ser el área de carga y descarga del " "almacén, un estante, un departamento, etc." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:28 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:30 msgid "" "The **Partner Locations** are spaces within a customer and/or vendor's " "warehouse. They work the same way as physical locations, with the only " @@ -11697,7 +12634,7 @@ msgstr "" "físicas, con la única diferencia que la empresa del usuario es el " "propietario de ellas." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:34 msgid "" "The **Virtual Locations** are places that do not exist, but in which " "products can be placed when they are not physically in an inventory yet (or " @@ -11711,7 +12648,7 @@ msgstr "" "(**pérdida de inventario**), o para contabilizar productos que van en camino" " a su almacén (**aprovisionamientos**)." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:39 msgid "" "In Odoo, locations are structured hierarchically. Locations can be " "structured as a tree, dependent on a parent-child relationship. This gives " @@ -11723,7 +12660,7 @@ msgstr "" "niveles más detallados de análisis de las operaciones de existencias y la " "organización de los almacenes." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:46 msgid "" "To activate locations, go to :menuselection:`Configuration --> Settings` and" " enable :guilabel:`Storage Locations`. Then, click :guilabel:`Save`." @@ -11738,7 +12675,7 @@ msgstr "" "Habilitar la función \"ubicaciones de almacenamiento\" en los ajustes de la " "aplicación Inventario de Odoo." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:54 msgid "" "To manage several routes within the warehouses, also enable " ":guilabel:`Multi-Step Routes` and check " @@ -11748,12 +12685,12 @@ msgstr "" "función :guilabel:`rutas multietapa` y consultar la documentción sobre " ":doc:`../../routes/concepts/use_routes`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 #: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst:41 msgid "Create a new warehouse" msgstr "Crear un nuevo almacén" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:60 msgid "" "To create a warehouse, go to :menuselection:`Configuration --> Warehouse " "Management --> Warehouses` and click on :guilabel:`Create`." @@ -11761,7 +12698,7 @@ msgstr "" "Para crear un almacén vaya a :menuselection:`Configuración --> Gestión de " "almacenes --> Almacenes` y haga clic en :guilabel:`crear`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:63 msgid "" "Then, fill out a :guilabel:`Warehouse Name` and a :guilabel:`Short Name`. " "The short name is five characters maximum." @@ -11776,7 +12713,7 @@ msgstr "" "Campo de nombre corto para un almacén en la aplicación de Inventario de " "Odoo." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:71 msgid "" "The :guilabel:`Short Name` appears on transfer orders and other warehouse " "documents. Odoo recommends using an understandable one like \"WH/[first " @@ -11786,7 +12723,7 @@ msgstr "" "docoumentos de almacén. Recomendamos usar uno que sea fácil de entender, " "como \"WH/[primeras letras de la ubicación]\"." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:74 msgid "" "Now, go back to the :guilabel:`Inventory` dashboard. There, new operations " "related to the newly created warehouse have been automatically generated." @@ -11803,7 +12740,7 @@ msgstr "" "Tablero de la aplicación Inventario que muestra nuevos tipos de traslados " "para el almacén que se acaba de crear." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:82 msgid "" "Adding a second warehouse will automatically activate the " ":guilabel:`Locations` setting." @@ -11811,11 +12748,11 @@ msgstr "" "Agregar un segundo almacén activará de forma automática el ajuste " ":guilabel:`ubicaciones`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 msgid "Create a new location" msgstr "Crear una nueva ubicación" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:87 msgid "" "To create a location, go to :menuselection:`Configuration --> Warehouse " "Management --> Locations` and click on :guilabel:`Create`." @@ -11823,7 +12760,7 @@ msgstr "" "Para crear una ubicación vaya a :menuselection:`Configuración --> Gestión de" " almacenes --> Ubicaciones` y haga clic en :guilabel:`crear`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:90 msgid "" "Then, fill out a :guilabel:`Location Name` and a :guilabel:`Parent Location`" " and click :guilabel:`Save`." @@ -13612,632 +14549,908 @@ msgstr "" "Uso de categorías de almacenamiento en varias reglas de almacenamiento." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:3 -msgid "What is a Removal Strategy (FIFO, LIFO, FEFO, Closest location)?" -msgstr "" -"¿Qué es una estrategia de remoción (PEPS, UEPS, FEFO, ubicación más " -"cercana)?" +msgid "Removal strategies (FIFO, LIFO, FEFO)" +msgstr "Estrategias de remoción (PEPS, UEPS, LIFO)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:7 +msgid "" +"For companies with warehouses, **removal strategies** determine which " +"products are taken from the warehouse, and when. Removal strategies are " +"typically defined for specific picking operations. This helps companies to " +"select the best products, optimize the distance workers need to travel when " +"picking items for orders, and account for quality control, such as moving " +"products with expiration dates." +msgstr "" +"Para las empresas con almacenes, las **estrategias de remoción** determinan " +"qué productos se toman del almacén y en qué momento. Por lo general, se " +"deben definir estas estrategias para operaciones específicas de recolección," +" son útiles para las empresas ya que les ayudan a seleccionar los mejores " +"productos, optimizar la distancia que los trabajadores deben recorrer al " +"recolectar artículos para las ordenes y con fines de control de calidad, " +"como mover productos que tienen fechas de vencimiento." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:13 msgid "" "Usually, *Removal Strategies* are defined in picking operations to select " -"the best products, optimize the distance for the worker, for quality control" -" purposes, or to first move products with the closest expiration date." +"the best products to optimize the distance for the worker, for quality " +"control purposes, or to first move the products with the closest expiration " +"date." msgstr "" "Normalmente, las *estrategias de remoción* se definen en las operaciones de " -"recolección para seleccionar los mejores productos, optimizar la distancia " -"para el trabajador, con fines de control de calidad, o para mover primero " -"los productos con la fecha de caducidad más próxima." +"recolección para seleccionar los mejores productos y así optimizar la " +"distancia para el trabajador, con fines de control de calidad, o para mover " +"primero los productos con la fecha de caducidad más próxima." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:17 msgid "" -"When a product movement needs to be done, Odoo finds available products that" -" can be assigned to the transfer. The way Odoo assigns these products " -"depends on the *Removal Strategy* defined in the *Product Category* or on " -"the *Location*." +"When a product needs to be moved, Odoo finds available products that can be " +"assigned to the transfer. The way Odoo assigns these products depends on the" +" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " +"Category` or the :guilabel:`Location` dashboards." msgstr "" -"Cuando se debe realizar un movimiento de producto, Odoo encuentra los " -"productos disponibles que se pueden asignar al traslado. La forma en la que " -"Odoo asigna estos productos depende de la *estrategia de remoción* que se " -"definió en la *categoría de producto* o en la *ubicación*." +"Cuando es necesario mover algún producto, Odoo encuentra los productos " +"disponibles que se pueden asignar al traslado. La forma en la que Odoo hace " +"esto depende de la :guilabel:`estrategia de remoción` que se definió en la " +":guilabel:`categoría de producto` o en el tablero de :guilabel:`ubicación`." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:21 +msgid "" +"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " +"app --> Configuration --> Locations` or :menuselection:`Product Categories`." +" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " +"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" +" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " +"drop-down menu and selecting the desired removal strategy. After selecting " +"the new removal strategy, click :guilabel:`Save`." +msgstr "" +"Para cambiar la :guilabel:`estrategia de remoción`, vaya a la aplicación " +":menuselection:`Inventario --> Configuración --> Ubicaciones` o " +":menuselection:`Categorías de productos`. Haga clic en una " +":guilabel:`ubicación` o :guilabel:`categoría de producto` y luego haga clic " +"en :guilabel:`editar`. Cambie la categoría de producto a :guilabel:`Forzar " +"estrategia de remoción` o la ubicación de :guilabel:`estrategia de " +"remoción`, para esto debe hacer clic en el menú desplegable y seleccionar la" +" estrategia necesaria. Por último, haga clic en :guilabel:`Guardar`." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"Change the Force Removal Strategy for either the Product Categories or " +"Locations." +msgstr "" +"Cambiar a Forzar estrategia de remoción en las categorías de los productos o" +" en las ubicaciones." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:33 msgid "What happens inside the warehouse?" msgstr "¿Qué sucede dentro del almacén?" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:35 msgid "" -"Imagine a generic warehouse plan, with receiving docks and areas, storage " -"locations, picking and packing areas, and shipping docks. All products go " -"through all these locations, but some rules, such as removal strategies, can" -" have an effect on which products are taken for the pickings." +"Most warehouses share the same important areas: receiving docks and sorting " +"areas, storage locations, picking and packing areas, and shipping/loading " +"docks. While all products entering or leaving the warehouse might go through" +" each of these locations at some point, removal strategies can have an " +"effect on which products are taken, from where, and when." msgstr "" -"Imagine un plan de almacén genérico, con áreas y muelles de recepción, " -"ubicaciones de almacenamiento, áreas de recolección y empaquetado, y muelles" -" de envío. Todos los productos pasan por estas ubicaciones, pero algunas " -"reglas, como las estrategias de remoción, pueden afectar qué productos se " -"toman en las recolecciones." +"La mayoría de los almacenes comparten las mismas áreas importantes, cuentan " +"con muelles de recepción y áreas de clasificación, ubicaciones de " +"almacenamiento, áreas de recolección y embalaje así como muelles de envío o " +"de carga. Si bien todos los productos que entran o salen del almacén pueden " +"pasar por todos estos lugares en algún momento, las estrategias de remoción " +"pueden modificar qué productos se toman, de dónde y cuándo." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Empty stock waiting for deliveries at the docks." -msgstr "En espera de entrega de existencias en los muelles." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:40 msgid "" -"Here, vendor trucks unload pallets of goods at the docks. Then, operators " -"scan the products in the receiving area with the reception date and, if the " -"product has an expiration date, the expiration date. After that, products " -"are stored in their respective locations." +"In this example below, vendor trucks unload pallets of goods at the " +"receiving docks. Then, operators scan the products in the receiving area, " +"with the reception date and expiration date. After that, products are stored" +" in their respective storage locations." msgstr "" -"Aquí, los camiones de los proveedores descargan palés de mercancías en los " -"muelles. Posteriormente, los operadores escanean los productos en el área de" -" recepción, con su fecha de recepción y, si la hay, su fecha de caducidad. " -"Después de esto, los productos se almacenan en sus respectivas ubicaciones." +"En el siguiente ejemplo, los camiones de los proveedores descargan palés de " +"mercancías en los muelles de recepción. Luego, los operadores escanean los " +"productos en el área correspondiente, con su fecha de recepción y de " +"vencimiento. Después de esto, se encargan de almacenar los productos en sus " +"respectivas ubicaciones." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:45 +msgid "" +"Not all products have expiration dates, but in this example, expiration " +"dates apply." +msgstr "" +"No todos los productos cuentan con fechas de vencimiento, pero en el caso " +"particular para este ejemplo sí las hay." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Products entering stock via the receiving area." msgstr "" "Productos que ingresan a las existencias a través del área de recepción." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 msgid "" -"Next, several orders for the same product are made, but in this example, the" -" goods weren't received on the same day and they don't have the same " -"expiration date. In that situation, logically, sending those with the " -"closest date first is preferred. Depending on the chosen removal strategy, " -"Odoo generates a transfer with the products that fit the settings the best." +"In Odoo, receive products by navigating to the :menuselection:`Inventory` " +"application, and in the kanban view, click on either the " +":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " +":guilabel:`Receipts` dashboard, find and click on the individual receipt " +"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " +"enter the received quantity in the :guilabel:`Done` column. To finish, " +":guilabel:`Validate` to receive the products and register them in the Odoo " +"database." msgstr "" -"A continuación, se crean varias órdenes para el mismo producto, pero en este" -" ejemplo no se recibieron las mercancías el mismo día y no tienen fecha de " -"caducidad. En ese caso, lógicamente, es preferible enviar primero los " -"productos con la fecha más cercana. Dependiendo de la estrategia de " -"remoción, Odoo genera un traslado con los productos que son más compatibles " -"con sus ajustes." +"Con Odoo tiene la posibilidad de recibir productos. Vaya a la aplicación " +":menuselection:`Inventario` y, en la vista kanban, haga clic en el botón " +":guilabel:`Recibos` o :guilabel:`# POR PROCESAR` . En el tablero de " +":guilabel:`recibos` debe buscar y hacer clic en una recepción individual, " +"esto abrirá el formulario de admisión al almacén. Haga clic en " +":guilabel:`Editar` y luego introduzca la cantidad recibida en la columna " +":guilabel:`Hecho`. Para finalizar, debe :guilabel:`validar` esto para " +"recibir los productos y registrarlos en su base de datos de Odoo." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:59 +msgid "" +"Receiving products can also be done within the Odoo *Barcode* application. " +"If using the *Barcode* app, scan the product(s), update the quantity, and " +"finally, click :guilabel:`Validate`. After products are received in Odoo, " +"the products can then be moved to their respective storage locations." +msgstr "" +"Con la aplicación *Código de barras* de Odoo también puede recibir " +"productos. Vaya a la aplicación, escanee los productos, actualice la " +"cantidad y, por último, haga clic en :guilabel:`Validar`. Después de recibir" +" los productos con Odoo, puede trasladarlos a sus respectivos lugares de " +"almacenamiento." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:64 +msgid "" +"Continuing with the same example, below, imagine several sales orders are " +"made for the products received earlier, that use expiration dates. In this " +"example, the products weren't received on the same day, and they don't have " +"the same expiration date. In this situation, logically, sending products " +"with the closest expiration date is preferred, instead of products received " +"first or last. Using the chosen removal strategy configured for those " +"products (in this example, :ref:`FEFO `), Odoo generates a " +"transfer for the products with the soonest expiration date to the picking " +"area, then the packing area, and finally, to the shipping docks for delivery" +" to the customer." +msgstr "" +"Con el mismo ejemplo como referencia, ahora imagine que se hacen varias " +"órdenes de ventas para los productos que acaban de recibir y que tienen " +"fechas de vencimiento. En este ejemplo, los productos no se recibieron el " +"mismo día y no tienen la misma fecha de caducidad. En esta situación, por " +"sentido común, lo mejor sería enviar productos con la fecha de vencimiento " +"más cercana, en lugar de enviar aquellos que recibió primero o al último. " +"Mediante la estrategia de remoción que se configuró para esos productos (en " +"este ejemplo, ref:`PEPS `), Odoo genera un traslado para los " +"productos con la fecha de vencimiento más cercana al área de recolección, " +"luego el área de empaquetado, y, para terminar, a los muelles de envío para " +"que se pueda entregar al cliente." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "" -":alt: Products being packed at the packing area for delivery, taking expiration dates into\n" +"Products being packed at the packing area for delivery, taking the expiration dates into\n" "account." msgstr "" -":alt: Productos que se empaquetan en el área de empaquetado para enviarse, se consideran las fechas de\n" -"caducidad." +"Productos que se empaquetan en el área correspondiente para prepararlos para su envío, se consideran las fechas de\n" +"vencimiento." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:79 msgid "" "To pick for delivery, the product's lot/serial number can be found on the " -"transfer form." +"transfer form. To learn more about picking and shipping, refer to either the" +" :ref:`Two-step delivery ` or " +":ref:`Three-step delivery ` documentation." msgstr "" -"Para recolectar productos para una entrega, puede encontrar sus números de " -"lote o de serie en el formulario de traslado." +"Para recolectar estos productos y entregarlos, puede encontrar el número de " +"lote o serie del producto en el formulario de traslado. Para obtener más " +"información sobre recolecciones y envíos, consulte la documentación sobre la" +" :ref:`entrega en dos pasos ` o la " +":ref:`entrega en tres pasos `." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:46 -msgid "How does it work?" -msgstr "¿Cómo funciona?" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:85 +msgid "How each removal strategy works" +msgstr "Funcionamiento de cada estrategia de remoción" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:87 +msgid "" +"Removal strategies determine which products are taken from the warehouse " +"when orders are confirmed." +msgstr "" +"Las estrategias de remoción determinan qué productos se toman del almacén " +"cuando se confirman las órdenes." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:90 msgid "First In, First Out (FIFO)" msgstr "Primeras entradas, primeras salidas (PEPS)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:92 msgid "" -"When using a *First In, First Out* (FIFO) strategy, a demand for some " -"products triggers a removal rule, which requests a transfer for the " -"lot/serial number that has entered the stock first." +"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " +"product triggers a removal rule, which requests a transfer for the " +"lot/serial number that entered the stock first (and therefore, has been in " +"stock for the longest time)." msgstr "" -"Al utilizar la estrategia *primeras entradas, primeras salidas* (PEPS), la " -"demanda de algunos productos activa una regla de remoción que solicita un " -"traslado del número de lote o de serie que ingresó primero a sus " -"existencias." +"Al utilizar la estrategia :guilabel:`primeras entradas, primeras salidas " +"(PEPS o FIFO, por sus siglas en inglés)`, la demanda de algunos productos " +"activa una regla de remoción, esta solicita un traslado del número de lote o" +" de serie que ingresó primero a sus existencias (es decir, que ha estado " +"allí durante más tiempo)." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:96 msgid "" -"For example, imagine there are three lots of nails in the warehouse. Those " -"three have the following lot numbers: :guilabel:`00001`, :guilabel:`00002`, " -":guilabel:`00003`, each with five boxes of nails in it." +"For example, imagine there are three lots of nails in the warehouse, and " +"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " +"five boxes of nails in it." msgstr "" -"Por ejemplo, imagine que hay tres lotes de clavos en el almacén. Tienen los " -"siguientes números de lote: :guilabel:`00001`, :guilabel:`00002`, " -":guilabel:`00003`, cada uno con cinco cajas de clavos." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:58 -msgid "" -":guilabel:`00001` entered the stock on the 23rd of May, :guilabel:`00002` on" -" the 25th of May, and :guilabel:`00003` on the 1st of June. A customer " -"orders six boxes on the 11th of June. With the :abbr:`FIFO (First In, First " -"Out)` removal strategy selected, a transfer is requested for the five boxes " -"of :guilabel:`00001` and one of the boxes in :guilabel:`00002`, because " -":guilabel:`00001` entered the stock before the others. The box from " -":guilabel:`00002` is taken next because it has the oldest reception date " -"after :guilabel:`00001`." -msgstr "" -":guilabel:`00001` ingresó a las existencias el 23 de mayo, :guilabel:`00002`" -" el 25 de mayo y :guilabel:`00003` el 1 de junio. Un cliente ordena seis " -"cajas el 11 de junio. Si se selecciona la estrategia de remoción :abbr:`PEPS" -" (primeras entradas, primeras salidas)`, se solicita un traslado para las " -"cinco cajas de :guilabel:`00001` y una de las cajas de :guilabel:`00002`. " -"Esto sucede porque :guilabel:`00001` ingresó a las existencias antes que los" -" demás. La caja de :guilabel:`00002` es la siguiente porque tiene la fecha " -"de recepción más antigua, después de :guilabel:`00001`." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:65 -msgid "" -"So, for every order of a product with the :abbr:`FIFO (First In, First Out)`" -" strategy selected, Odoo requests a transfer for the products that have been" -" in the stock for the longest period." -msgstr "" -"Así, para cada orden de un producto con la estrategia :abbr:`PEPS (primeras " -"entradas, primeras salidas)`, Odoo solicita un traslado de los productos que" -" llevan en sus existencias la mayor cantidad de tiempo." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:69 -msgid "Last In, First Out (LIFO)" -msgstr "Últimas entradas, primeras salidas (UEPS)" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:71 -msgid "" -"Similar to :abbr:`FIFO (First In, First Out)`, the *Last In, First Out* " -"(LIFO) strategy moves products based on the date they entered the stock. " -"Here, a demand for some products triggers a removal rule that requests a " -"transfer for the lot/serial number that has entered the stock most recently." -msgstr "" -"Al igual que para :abbr:`PEPS (primeras entradas, primeras salidas)`, la " -"estrategia de remoción *últimas entradas, primeras salidas* (UEPS) mueve " -"productos según la fecha en la que ingresaron a las existencias. En este " -"caso, la demanda de algunos productos activa una regla de remoción que " -"solicita un traslado del número de lote o de serie con el ingreso a las " -"existencias más reciente." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:76 -msgid "" -"For example, imagine there are three lots of screws in the warehouse. Those " -"three have the following numbers: :guilabel:`10001`, :guilabel:`10002`, and " -":guilabel:`10003`, each with 10 boxes of screws in it." -msgstr "" -"Por ejemplo, imagine que hay tres lotes de tornillos en el almacén. Tienen " -"los siguientes números de lote: :guilabel:`10001`, :guilabel:`10002` y " -":guilabel:`10003`, cada uno con 10 cajas de tornillos." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:80 -msgid "" -":guilabel:`10001` entered the stock on the 1st of June, :guilabel:`10002` on" -" the 3rd of June, and :guilabel:`10003` on the 6th of June. A customer " -"orders seven boxes on the 8th of June. With the :abbr:`LIFO (Last In, First " -"Out)` removal strategy selected, a transfer is requested for seven boxes of " -":guilabel:`10003` because that lot is the last one to have entered the " -"stock." -msgstr "" -":guilabel:`10001` ingresó a las existencias el 1 de junio, :guilabel:`10002`" -" el 3 de junio y :guilabel:`10003` el 6 de junio. Un cliente ordena siete " -"cajas el 8 de junio. Si se selecciona la estrategia de remoción :abbr:`UEPS " -"(últimas entradas, primeras salidas)`, se solicita un traslado de siete " -"cajas de :guilabel:`10003` porque ese fue el último lote que ingresó a las " -"existencias." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:85 -msgid "" -"Basically, for every order of a product with the :abbr:`LIFO (Last In, First" -" Out)` strategy used, a transfer for the last lot to have entered the stock " -"is requested." -msgstr "" -"Básicamente, para cada orden de un producto con la estrategia :abbr:`UEPS " -"(últimas entradas, primeras salidas)`, se solicita un traslado para el " -"último lote que ingresó a las existencias." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:89 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` strategy is banned in many countries " -"and can lead to only having old or obsolete products in the stock." -msgstr "" -"La estrategia :abbr:`UEPS (últimas entradas, primeras salidas)` está " -"prohibida en muchos países y puede llevar a tener solo productos antiguos u " -"obsoletos en sus existencias." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:93 -msgid "First Expire, First Out (FEFO)" -msgstr "Primero en expirar, primero en salir (FEFO, por sus siglas en inglés)" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:95 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" -"La estrategia *primero en expirar, primera salida* (FEFO, por sus siglas en " -"inglés) es un poco diferente de las dos estrategias de remoción anteriores. " -"Para :abbr:`FEFO (primero en expirar, primera salida, por sus siglas en " -"inglés)`, lo que importa es la fecha de expiración y no la fecha de ingreso " -"a las existencias." +"Por ejemplo, imagine que hay tres lotes de clavos en el almacén con los " +"números de lote `00001`, `00002` y `00003`. Cada uno tiene cinco cajas de " +"clavos." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:99 msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"<../../management/products/uom>`). Those three lots have the following " -"numbers: :guilabel:`20001`, :guilabel:`20002`, and :guilabel:`20003`, each " -"with five boxes in it." +"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " +"`00003` on June 1. A customer orders six boxes on June 11." msgstr "" -"Por ejemplo, imagine que hay tres lotes de cajas con seis huevos (en este " -"caso en específico, no olvide utilizar :doc:`unidades de medida " -"<../../management/products/uom>`). Los lotes tienen los siguientes números: " -":guilabel:`20001`, :guilabel:`20002` y :guilabel:`20003`, cada uno con cinco" -" cajas." +"El lote `00001` entró a las existencias el 23 de mayo, el lote `00002` entró" +" el 25 de mayo y el lote `00003` entró el 1 de junio. Un cliente ordena seis" +" cajas el 11 de junio." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:102 msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." +"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " +"request will pick the five boxes from lot `00001` first, and then from the " +"boxes in lot `00002`, since lot `00001` entered the stock first. The box " +"from lot `00002` is taken next because it has the oldest receipt date after " +"lot `00001`." msgstr "" -":guilabel:`20001` ingresó a las existencias el 1 de julio y expira el 15 de " -"julio, :guilabel:`20002` ingresó el 2 de julio y expira el 14 de julio, y " -":guilabel:`20003` ingresó el 4 de julio y expira el 21 de julio. Un cliente " -"ordena seis cajas el 5 de julio. Si se selecciona la estrategia :abbr:`FEFO " -"(primero en expirar, primera salida, por sus siglas en inglés)`, se solicita" -" un traslado para las cinco cajas de :guilabel:`20002` y una de " -":guilabel:`20001`. El traslado de todas las cajas en el lote " -":guilabel:`20002` es debido a que tiene la fecha de expiración más próxima. " -"El traslado también solicita una caja de :guilabel:`20001` porque tiene la " -"fecha de expiración más próxima después de :guilabel:`20002`." +"Con la estrategia de remoción :abbr:`PEPS (Primeras entradas, primeras " +"salidas)` la solicitud de traslado tomará las cinco cajas del lote `00001` " +"primero y luego las del lote `00002`, ya que el lote `00001` ingresó primero" +" a las existencias. La caja del lote `00002` se toma después porque tiene la" +" fecha de recepción más antigua después del lote `00001`." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"The detailed operations for the transfer shows the nail lots to be removed." +msgstr "" +"Las operaciones detalladas para el traslado muestran los lotes de clavos que" +" deben tomarse." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:112 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" -"Básicamente, para cada orden de venta de un producto con la estrategia " -":abbr:`FEFO (primero en expirar, por sus siglas en inglés)`, se solicita un " -"traslado del producto que tiene la fecha de expiración más próxima a la " -"orden de la fecha." +msgid "Last In, First Out (LIFO)" +msgstr "Últimas entradas, primeras salidas (UEPS)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:117 -msgid "Closest Location" -msgstr "Ubicación más cercana" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:114 msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." +"Similar to the :abbr:`FIFO (First In, First Out)` method, the " +":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " +"on the date they entered a warehouse's stock. Instead of removing the oldest" +" stock on-hand, however, it targets the **newest** stock on-hand for " +"removal." msgstr "" -"La estrategia de *ubicación más cercana* es completamente diferente a las " -"demás estrategias de remoción. No se relaciona con la fecha de ingreso al " -"almacén, sino a la ubicación del producto. Se utiliza normalmente con " -"productos que no se deterioran con el tiempo." +"De forma similar al método :abbr:`PEPS (Primeras entradas, primeras " +"salidas)`, la estrategia de remoción :guilabel:`Últimas entradas, primeras " +"salidas (UEPS)` mueve productos según la fecha en que ingresaron a las " +"existencias de un almacén. Sin embargo, en lugar de tomar las existencias " +"disponibles que tienen mayor antigüedad, se toman las más **recientes**." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:118 +msgid "" +"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " +"method is placed, a transfer is created for the lot/serial number that has " +"most recently entered the stock (the **last** lot/serial number that entered" +" the warehouse's inventory)." +msgstr "" +"Cada que se realiza una orden de productos con el método :abbr:`UEPS " +"(Últimas entradas, primeras salidas)`, se crea un traslado para el número de" +" lote o serie que entró más recientemente a las existencias (el **último** " +"número de lote o serie que ingresó al inventario del almacén)." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:123 msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." msgstr "" -"El objetivo es evitar que el trabajador del almacén tenga que buscar en lo " -"más profundo del almacén cuando el producto también se ubica en una " -"ubicación cercana. Este método solo está disponible si el ajuste " -":guilabel:`ubicaciones de almacenamiento` está activado. De hecho, la " -"ubicación más cercana es la que aparece primero en el orden alfabético." +"En muchos países, la estrategia de remoción :abbr:`UEPS (Últimas entradas, " +"primeras salidas)` está prohibida, ya que ésta podría causar que los " +"clientes reciban productos antiguos, caducados u obsoletos." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:126 +msgid "" +"For example, imagine there are three lots of boxes of screws in the " +"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " +"`10003`, each with 10 boxes of screws per lot." +msgstr "" +"Por ejemplo, imagine que hay tres lotes de cajas de tornillos en el almacén " +"con los números de lote `10001`, `10002` y `10003`. Cada uno tiene diez " +"cajas." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:129 -msgid "Use removal strategies" -msgstr "Utilizar estrategias de remoción" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:131 msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." +"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " +"`10003` on June 6. A customer orders seven boxes on June 8." msgstr "" -"Para diferenciar algunas unidades de otras, debe rastrearlas. Puede hacerlo " -"por *número de lote* o *de serie*. Para hacerlo, vaya a " -":menuselection:`Inventario --> Configuración --> Ajustes`. Luego, active las" -" funciones :guilabel:`ubicación de almacenamiento`, :guilabel:`rutas " -"multietapa` y :guilabel:`números de lote y de serie`." +"El lote `10001` entró a las existencias el 1 de junio, el lote `10002` entró" +" el 3 de junio y el lote `10003` entró el 6 de junio. Un cliente ordena " +"siete cajas el 8 de junio." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:132 +msgid "" +"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " +"requested for seven boxes of screws from lot `10003` because that lot is the" +" last one to have entered the stock." +msgstr "" +"Con la estrategia de remoción :abbr:`UEPS (Últimas entradas, primeras " +"salidas)` se solicitó un traslado de siete cajas de tornillos del lote " +"`10003`. Ese lote es el último que ingresó a las existencias." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Features to enable in order to properly use removal strategies." -msgstr "" -"Funciones por habilitar para utilizar las estrategias de remoción de forma " -"adecuada." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:141 msgid "" -"To work with the :abbr:`FEFO (First Expired, First Out)` strategy, also " -"activate the :guilabel:`Expiration Dates` feature." +"The detailed operations shows which lots are being selected for the picking." msgstr "" -"Para utilizar la estrategia :abbr:`FEFO (primero en expirar, primera " -"salida)` también debe activar la función :guilabel:`fechas de expiración`." +"Las operaciones detalladas muestran qué lotes se están seleccionando para la" +" recolección." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:140 +msgid "First Expired, First Out (FEFO)" +msgstr "Primero en expirar, primero en salir (FEFO)" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:142 msgid "" -"Next, go to :menuselection:`Inventory --> Configuration --> Product " -"Categories` to define the removal strategy on a product category." +"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" +" Out)` methods target products for removal based on date of entry into the " +"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " +"products for removal based on their assigned expiration dates." msgstr "" -"A continuación, vaya a :menuselection:`Inventario --> Configuración --> " -"Categorías de producto` para definir la estrategia de remoción en una " -"categoría de producto." +"Mientras que los métodos :abbr:`PEPS (Primeras entradas, primeras salidas)` " +"y :abbr:`UEPS (Últimas entradas, primeras salidas)` toman productos para su " +"remoción según la fecha de entrada al almacén, el método :guilabel:`Primero " +"en expirar, primero en salir (FEFO)` toma productos para su remoción según " +"sus fechas de vencimiento asignadas." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:146 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " +"sales order that includes products with this removal strategy assigned " +"ensures that transfers are requested for products with the expiration date " +"soonest to the order date." +msgstr "" +"Al utilizar la estrategia de remoción :abbr:`FEFO (Primero en expirar, " +"primero en salir)`, cada orden de venta que incluye productos con esta " +"estrategia asignada garantiza que se soliciten traslados para productos con " +"la fecha de vencimiento más cercana a la fecha de la orden." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:150 +msgid "" +"As an example, imagine there are three lots of six-egg boxes. Those three " +"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " +"with five boxes in it." +msgstr "" +"Por ejemplo, imagine que hay tres lotes de cajas de seis huevos, además " +"tienen los números de lote `20001`, `20002` y `20003`. Cada uno tiene cinco " +"cajas." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:153 +msgid "" +"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " +"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " +"and expires on July 21. A customer orders six boxes on July 5." +msgstr "" +"El lote `20001` ingresó a las existencias el 1 de julio y caduca el 15 de " +"julio, el lote `20002` ingresó el 2 de julio y caduca el 14 de julio, y el " +"lote `20003` ingresó el 3 de julio y caduca el 21 de julio. Un cliente " +"realiza una orden de seis cajas el 5 de julio." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:157 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " +"requested for the five boxes from lot `20002` and one from lot `20001`. All " +"the boxes in lot `20002` are transferred because they have the earliest " +"expiration date. The transfer also requests one box from lot `20001` because" +" it has the next closest expiration date after lot `20002`." +msgstr "" +"Se solicita un traslado para las cinco cajas del lote `20002` y una del lote" +" `20001` con el método :abbr:`FEFO (Primero en expirar, primero en salir)`. " +"Todas las cajas del lote `20002` se trasladan porque tienen la fecha de " +"caducidad más próxima. Este traslado también solicita una caja del lote " +"`20001` porque tiene la fecha de caducidad más cercana después del lote " +"`20002`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Force removal strategy set up as first in first out." +msgid "The detailed operations for the transfer shows the lots to be removed." msgstr "" -"Forzar la estrategia de remoción que se configuró como primeras entradas, " -"primeras salidas." +"Las operaciones detalladas para el traslado muestran los lotes que deben " +"tomarse." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:152 -msgid "FIFO (First In, First Out)" -msgstr "PEPS (Primeras entradas, primeras salidas)" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:154 -msgid "" -"As explained, a :abbr:`FIFO (First In, First Out)` removal strategy implies " -"that products stocked first move out first. Companies should use this method" -" if they are selling products with short demand cycles, such as clothes, and" -" to ensure they are not stuck with outdated styles in stock." -msgstr "" -"Como se explicó anteriormente, una estrategia de remoción :abbr:`PEPS " -"(primeras entradas, primeras salidas)` implica que los productos que se " -"almacenaron primero son los primeros en salir. Las empresas deben usar este " -"método si venden productos con ciclos de demanda cortos, como ropa, y así " -"garantizar que no se quedarán con estilos anticuados en sus existencias." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:158 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the :guilabel:`All/Clothes` category, where *FIFO* is set as the removal " -"strategy. In the stock location (:guilabel:`WH/Stock`), the user can find " -"the three lots available." -msgstr "" -"En este ejemplo, tenemos tres lotes de camisas blancas. Las camisas " -"pertenecen a la categoría :guilabel:`Todos/Ropa`, en la cual se estableció " -"*PEPS* como su estrategia de remoción. El usuario puede encontrar los tres " -"lotes disponibles en la ubicación de existencias (:guilabel:`WH/Stock`)." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the white shirt lots inventory valuation." -msgstr "Vista de la valoración de inventario de los lotes de camisas blancas." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:166 -msgid "" -"Lot :guilabel:`000001` contains five shirts, :guilabel:`000002` contains " -"three shirts, and :guilabel:`000003` contains two shirts." -msgstr "" -"El lote :guilabel:`000001` contiene cinco camisas, :guilabel:`000002` " -"contiene tres camisas y :guilabel:`000003` contiene dos camisas." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:167 +msgid "Using removal strategies" +msgstr "Uso de las estrategias de remoción" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:169 msgid "" -"As seen above, :guilabel:`000001` entered the stock first. Now, create a " -"sales order of six white shirts to check that those products from lot " -":guilabel:`000001` are the first ones to move out." +"To differentiate some units of products from others, the units need to be " +"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " +"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " +"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " +"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " +"save changes." msgstr "" -"Como vemos, :guilabel:`000001` ingresó primero a las existencias. Ahora cree" -" una orden de venta de seis camisas blancas para comprobar que los productos" -" del lote :guilabel:`000001` son los primeros en salir." +"Para diferenciar las unidades de algunos productos de otras, debe " +"rastrearlas. Puede hacerlo por :guilabel:`número de lote` o :guilabel:`de " +"serie`. Vaya a :menuselection:`Inventario --> Configuración --> Ajustes` y " +"active las funciones :guilabel:`ubicación de almacenamiento`, " +":guilabel:`rutas multietapa` y :guilabel:`números de lote y de serie`. Haga " +"clic en el botón correspondiente para :guilabel:`guardar` los cambios." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Traceability settings." +msgstr ":alt: Ajustes de trazabilidad." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Warehouse settings." +msgstr ":alt: Ajustes del almacén." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:183 msgid "" -"On the delivery order linked to the picking, the oldest lot numbers should " -"have been reserved thanks to the :abbr:`FIFO (First In, First Out)` " +"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " +":guilabel:`Expiration Dates` setting needs to be activated as well. To " +"enable this, go to :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " +":guilabel:`Save` to save all changes." +msgstr "" +"Para usar la estrategia de remoción :abbr:`FEFO (Primero en expirar, primero" +" en salir)` también debe habilitar los ajustes correspondientes a las " +":guilabel:`fechas de caducidad`. Para hacerlo, vaya a la aplicación " +":menuselection:`Inventario --> Configuración --> Ajustes`, diríjase a la " +"sección :guilabel:`Trazabilidad` y haga clic en la casilla junto a " +":guilabel:`Fechas de vencimiento`. Recuerde hacer clic en el botón " +":guilabel:`Guardar`." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:189 +msgid "" +"Now, specific removal strategies can be defined on product categories. To do" +" this, go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and choose a product category to define the removal strategy " +"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " "strategy." msgstr "" -"En la orden de entrega vinculada con la recolección se debieron reservar los" -" números de lote más antiguos gracias a la estrategia :abbr:`PEPS (primeras " -"entradas, primeras salidas)`." +"También puede definir estrategias de remoción específicas en categorías de " +"productos. Para hacer esto, vaya a la aplicación :menuselection:`Inventario " +"--> Configuración --> Categorías de producto` y elija una para definir la " +"estrategia correspondiente. Elija una estrategia de remoción en el campo " +":guilabel:`Forzar estrategia de remoción`." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Removal strategy on a product category." +msgstr ":alt: Estrategia de retirada de una categoría de productos." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:198 +msgid "" +"To view all products with lots/serial numbers assigned to them, navigate to " +":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " +"reveals a page with drop-down menus of all products assigned lots or serial " +"numbers, filtered by *product* by default. To change the category these " +"products are filtered by, click :guilabel:`Product` (in the search bar, in " +"the top right of the page) to remove the default filter, and select a new " +"filter if desired." +msgstr "" +"Si desea ver todos los productos con lotes o números de serie asignados, " +"vaya a la aplicación :menuselection:`Inventario --> Productos -->Números de " +"lote o serie`. Esto muestra una página con menús desplegables de todos los " +"productos con números de lote o serie asignados, filtrados por *producto* de" +" forma predeterminada. Para cambiar la categoría por la que se filtran estos" +" productos, haga clic en :guilabel:`Producto` (en la barra de búsqueda, en " +"la parte superior derecha de la página) para eliminar el filtro " +"predeterminado y seleccione un nuevo filtro si lo desea." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" +"numbers." +msgstr "" +"Haga clic en los productos y luego en los números de lote o serie para ver " +"todos los productos con dichos números de lote o serie." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:209 +msgid "" +"To view the serial numbers being selected for a sales order, go to the " +":guilabel:`Sales app` and select the sales order in question. In the sales " +"order, click the :guilabel:`Delivery` smart button in the top right. In the " +":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " +"icon in the far right for the product in question. The :guilabel:`Detailed " +"Operations` window appears, and displays the lot or serial numbers selected " +"for that specific product for the delivery order." +msgstr "" +"Si desea ver los números de serie seleccionados para una orden de venta, " +"vaya a la aplicación :guilabel:`Ventas` y seleccione la orden de venta " +"correspondiente. Dentro de la orden de venta, haga clic en el botón " +"inteligente :guilabel:`Entrega` ubicado en la esquina superior derecha. Vaya" +" a la pestaña :guilabel:`Operaciones` y haga clic en el icono :guilabel:`⦙≣ " +"(Operaciones detalladas)` que aparece en el extremo derecho del producto. Se" +" abrirá la ventana :guilabel:`Operaciones detalladas`, que muestra los " +"números de lote o serie seleccionados para ese producto específico en la " +"orden de entrega." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:217 +msgid "FIFO (First In, First Out)" +msgstr "PEPS (Primeras entradas, primeras salidas)" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:219 +msgid "" +"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " +"products which enter a warehouse's stock first are removed first. Companies " +"should use this method if they are selling products with short demand " +"cycles, such as clothes, to ensure they are not stuck with outdated styles " +"in stock." +msgstr "" +"La estrategia de remoción :abbr:`PEPS (primeras entradas, primeras salidas)`" +" implica que los productos que entran primero en el almacén se retiran " +"primero. Las empresas deberían utilizar este método si venden productos con " +"ciclos de demanda cortos, como ropa, para asegurarse de que no se quedan con" +" estilos obsoletos en existencias." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:224 +msgid "" +"In this example, there are three lots of white shirts. The shirts are from " +"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " +"the :guilabel:`Inventory Valuation Report`, the three different receipts are" +" listed with the amounts." +msgstr "" +"Por ejemplo, imagine que tenemos tres lotes de camisas blancas. Las camisas " +"pertenecen a la categoría *Todo/Ropa* y se ha establecido *PEPS* como " +"estrategia de remoción. En el :guilabel:`Reporte de valoración de " +"inventario`, se enumeran los tres recibos diferentes con sus importes." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "View of the lots of white shirts in the inventory valuation report." +msgstr "" +"Vista de los lotes de camisas blancas en el reporte de valoración del " +"inventario." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:232 +msgid "" +"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " +"lot `000003` contains two shirts." +msgstr "" +"El lote `000001` contiene cinco camisas, `000002` contiene tres y `000003` " +"contiene dos." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:235 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" +"Si desea ver cómo funciona la estrategia de remoción, vaya a la aplicación " +":menuselection:`Ventas` y haga clic en :guilabel:`crear` para crear una " +"orden de ventas. Seleccione un :guilabel:`cliente` del menú desplegable y " +"haga clic en :guilabel:`añadir producto` en la pestaña :guilabel:`líneas de " +"la orden`. Seleccione un producto (para este ejemplo, :guilabel:`camisa " +"blanca`) en el menú desplegable, o escriba el nombre del producto en el " +"campo. Introduzca una cantidad (para este ejemplo, `6.00`) en el campo " +":guilabel:`cantidad`, haga clic en :guilabel:`guardar` y, a continuación, " +"haga clic en :guilabel:`confirmar`." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:242 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the oldest lot numbers will be reserved thanks to" +" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " +"`000001` and one shirt from lot `000002` will be selected to be sent to the " +"customer." +msgstr "" +"Una vez que se confirme la orden de venta, se creará la orden de entrega " +"vinculada a la preparación de pedidos y se reservarán los números de lote " +"más antiguos gracias a la estrategia PEPS. Se seleccionaran las cinco " +"camisas del lote `000001` y una del lote `000002` para enviarlas al cliente." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for a sales order with the FIFO strategy." msgstr "Dos lotes reservados para una orden de venta con la estrategia PEPS." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:252 msgid "LIFO (Last In, First Out)" msgstr "UEPS (Últimas entradas, primeras salidas)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:254 msgid "" -"With a *LIFO* strategy, that's quite the opposite. In fact, the products " -"that are received last move out first. :abbr:`LIFO (Last In, First Out)` is " -"mostly used for products without a shelf life." +"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " +"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " +"With this method, the products that are received **last** are moved out " +"first. This method is mostly used for products without a shelf life, and no " +"time-sensitive factors, such as expiration dates." msgstr "" -"La estrategia *UEPS* es lo contrario. De hecho, los productos que ingresaron" -" al último son los primeros en salir. La estrategia :abbr:`UEPS (últimas " -"entradas, primeras salidas)` se utiliza principalmente con productos sin " -"vida útil." +"La estrategia de remoción :abbr:`UEPS (últimas entradas, primeras salidas)` " +"funciona de forma **opuesta** a la estrategia PEPS. Con este método, los " +"productos que se reciben al **último** se retiran primero. Este método se " +"utiliza sobre todo para productos que no tienen una vida útil o que no " +"depender de una fecha de caducidad." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:259 msgid "" -"In this example, let's use the white shirts again to test the :abbr:`LIFO " -"(Last In, First Out)` strategy. First, open the product category via " -":menuselection:`Inventory --> Configuration --> Product Categories` and " -"change the removal strategy to :abbr:`LIFO (Last In, First Out)`." +"In this example, there are three lots of cinder blocks. The blocks are from " +"the *All/Building Materials* category, where *FIFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." msgstr "" -"En este ejemplo, volvamos a usar las camisas blancas para probar la " -"estrategia :abbr:`UEPS (últimas entradas, primeras salidas)`. Primero, abra " -"la categoría de producto en :menuselection:`Inventario --> Configuración -->" -" Categorías de producto` y cambie la estrategia de remoción a :abbr:`UEPS " -"(últimas entradas, primeras salidas)`." +"En este ejemplo, hay tres lotes de bloques de cemento. Los bloques forman " +"parte de la categoría *todos/materiales de construcción*, donde se establece" +" *PEPS* como estrategia de remoción. En el :guilabel:`Reporte de valoración " +"del inventario`, se enumeran los tres recibos diferentes con las cantidades." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Last in first out strategy set up as forced removal strategy." +msgid "View of the lots of cinder blocks in the inventory valuation report." msgstr "" -"Estrategia \"últimas entradas, primeras salidas\" establecida para forzar la" -" estrategia de remoción." +"Vista de los lotes de bloques de cemento en el reporte de valoración del " +"inventario." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:267 msgid "" -"Then, create a sales order for four white shirts and check that the reserved" -" products are from lots :guilabel:`000003` and :guilabel:`000002`." +"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" +" blocks, and lot `0000400` contains four cinder blocks." msgstr "" -"Luego, cree una orden de venta para cuatro camisas blancas y compruebe que " -"los productos reservados son de los lotes :guilabel:`000003` y " -":guilabel:`000002`." +"El lote `000020` contiene tres bloques de cemento, el lote `000030` cinco y " +"el lote `0000400` cuatro." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:270 +msgid "" +"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " +"navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (for this example, the " +":guilabel:`All/Building Materials` category) to edit. This reveals a product" +" category form." +msgstr "" +"Si desea ver cómo funciona la estrategia UEPS primero vaya a la aplicación " +":menuselection:`Inventario --> Configuración --> Categorías de producto`, y " +"seleccione una categoría de producto (para este ejemplo, la categoría " +":guilabel:`todo/materiales de construcción`) a editar. Cuando haga esto " +"podrá ver un formulario de categoría de producto." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:275 +msgid "" +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " +"Out (LIFO)`." +msgstr "" +"Una vez que esté en el formulario de categoría de producto, vaya a la " +"sección :guilabel:`logística` y :guilabel:`fuerce la estrategia de remoción`" +" a :guilabel:`UEPS`." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "Last in first out (LIFO) strategy set up as forced removal strategy." +msgstr "Estrategia UEPS establecida como estrategia de remoción." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:282 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" +"Si desea ver cómo funciona la estrategia de remoción, vaya a la aplicación " +":menuselection:`Ventas` y haga clic en :guilabel:`crear` para crear una " +"orden de venta. A continuación, seleccione un :guilabel:`cliente` del menú " +"desplegable. Haga clic en :guilabel:`agregar producto` en la pestaña " +":guilabel:`líneas de la orden`, seleccione un producto (para este ejemplo, " +":guilabel:`bloque de cemento`) del menú desplegable o escriba el nombre del " +"producto en el campo. Ingrese una cantidad (para este ejemplo, `5.00`) en el" +" campo :guilabel:`cantidad`, haga clic en :guilabel:`guardar`, y después en " +":guilabel:`confirmar`." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:289 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the newest lot numbers will be reserved thanks to" +" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" +" lot `0000400` and one cinder block from lot `000030` will be selected to be" +" sent to the customer." +msgstr "" +"Una vez que se confirme la orden de venta, se creará la orden de entrega y " +"se vinculará a la preparación de pedidos. La estrategia UEPS hará que se " +"reserven los números de lote más nuevos. Se seleccionarán los cuatro bloques" +" de cemento del lote `0000400` y uno del lote `000030` para enviarlos al " +"cliente." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for sale with the LIFO strategy." msgstr "Dos lotes reservados para una venta con la estrategia UEPS." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:201 -msgid "" -"Don't forget that the :abbr:`LIFO (Last In, First Out)` strategy is banned " -"in many countries!" -msgstr "" -"¡No olvide que la estrategia :abbr:`UEPS (últimas entradas, primeras " -"salidas)` está prohibida en muchos países!" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:204 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:301 msgid "FEFO (First Expired, First Out)" msgstr "FEFO (primero en expirar, primero en salir, por sus siglas en inglés)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:303 msgid "" -"With the :abbr:`FEFO (First Expired, First Out)` removal strategy, the way " -"products are picked is not based on the reception date. In this particular " -"case, they are dispatched according to their expiration date." +"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " +"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" +" strategies, because it targets products for removal based on **expiration " +"dates** instead of their warehouse receipt dates. With this method, the " +"products that are going to expire first are moved out first. This method is " +"used for perishable products, such as medicine, food, and beauty products." msgstr "" -"Con la estrategia de remoción :abbr:`FEFO (primero en expirar, primera " -"salida, por sus siglas en inglés)`, la recolección de los productos no se " -"basa en la fecha de recepción. En este caso en particular, se envían según " -"su fecha de expiración." +"La estrategia de remoción PCPS (primeros en caducar, primeros en salir) es " +"diferente a las estrategias PEPS y UEPS porque se enfoca en eliminar " +"productos según sus **fechas de caducidad** en lugar de las fechas de " +"recepción en el almacén. Este método permite que primero salgan los " +"productos que estén más cerca de caducar. Este método se utiliza para " +"productos perecederos, como medicamentos, alimentos y productos de belleza." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:309 msgid "" -"For have more information about expiration dates, please have a look at " -":doc:`the related doc " -"<../../management/lots_serial_numbers/expiration_dates>`." +"Lots are picked based on their **removal date** from earliest to latest. " +"Removal dates indicate how many days *before* the expiration date the " +"product needs to be removed from stock. The removal date is set on the " +"product form. Lots without a removal date defined are picked after lots with" +" removal dates." msgstr "" -"Para obtener más información sobre fechas de expiración, consulte :doc:`la " -"documentación relacionada " -"<../../management/lots_serial_numbers/expiration_dates>`." +"Los lotes se eligen según su fecha de remoción, desde la más cercana hasta " +"la más lejana. Las fechas de remoción indican cuántos días *antes* de la " +"fecha de caducidad se debe retirar el producto de existencias. La fecha de " +"remoción se establece en el formulario del producto. Los lotes sin fecha de " +"remoción definida se eligen después de los lotes con fechas de remoción." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:315 msgid "" -"By activating the :guilabel:`Expiration Dates` feature, it becomes possible " -"to define different expiration dates on the serial/lot numbers that will be " -"used in :abbr:`FEFO (First Expired, First Out)`. These expiration dates can " -"be set by going to :menuselection:`Inventory --> Products --> Lots/Serial " -"Numbers`." +"If products are not removed from stock when they should be, lots that are " +"past the expiration date may still be picked for delivery orders!" msgstr "" -"Al activar la función :guilabel:`fechas de expiración` es posible definir " -"distintas fechas de expiración en los números de lote o de serie que se " -"utilizarán en la estrategia :abbr:`FEFO (primero en expirar, primera " -"salida)`. Se pueden establecer estas fechas en :menuselection:`Inventario " -"--> Productos --> Números de lote/de serie`." +"Si los productos no se retiran de existencias cuando deberían, es posible " +"que se usen los lotes caducados para las órdenes de entrega." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:319 +msgid "" +"For more information about expiration dates, reference the :doc:`Expiration " +"dates " +"`" +" document." +msgstr "" +"Si desea obtener más información sobre las fechas de expiración, consulte el" +" documento :doc:`Fechas de expiración " +"`." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:323 +msgid "" +"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " +"and ensure :guilabel:`Expiration Dates` is enabled. Once the " +":guilabel:`Expiration Dates` setting is enabled, it's possible to define " +"different expiration dates for individual serialized products, as well as " +"for lot numbers containing many products." +msgstr "" +"Primero, vaya a la aplicación :menuselection:`Inventario --> Configuración " +"--> Ajustes` y asegúrese de que las :guilabel:`fechas de expiración` estén " +"habilitadas. Una vez que la configuración de las \"fechas de expiración\" " +"estén habilitada, es posible definir diferentes fechas de caducidad para " +"productos individuales, así como para números de lote que contengan muchos " +"productos." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:328 +msgid "" +"In this example, there are three lots of hand cream. The creams are from the" +" *All/Health & Beauty* category, where *FEFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." +msgstr "" +"En este ejemplo, hay tres lotes de crema de manos. Las cremas son de la " +"categoría *todo/salud y belleza*, donde se establece *PCPS* como estrategia " +"de remoción. En el :guilabel:`reporte de valoración del inventario`, se " +"enumeran los tres recibos diferentes con las cantidades." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:332 +msgid "" +"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " +"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" +" `0000003` contains ten tubes of hand cream, expiring on October 31." +msgstr "" +"El lote `0000001` contiene veinte tubos de crema de manos con fecha de " +"caducidad el 30 de septiembre; el lote `0000002` contiene diez tubos de " +"crema de manos, con fecha de caducidad el 30 de noviembre; y el lote " +"`0000003` contiene diez tubos de crema de manos, con fecha de caducidad el " +"31 de octubre." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"View the hand cream lot numbers and expiration dates in the inventory " +"report." +msgstr "" +"Vista de los números de lote y las fechas de caducidad de las cremas de " +"manos en el reporte de inventario." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:340 +msgid "" +"Expiration dates can be entered when validating the received products, or " +"set on products by going to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" +" select the product from the drop-down menu. Next, select the expiration " +"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." +msgstr "" +"Las fechas de caducidad se pueden ingresar al validar los productos " +"recibidos, o configurar en los productos desde la aplicación " +":menuselection:`Inventario --> Productos --> Números de lote o serie`. Haga " +"clic en :guilabel:`crear`, ingrese el número de serie y seleccione el " +"producto del menú desplegable. Después seleccione la fecha de caducidad en " +"la pestaña :guilabel:`fechas`. No olvide :guilabel:`guardar`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "View of the removal date for 0000001." msgstr "Vista de la fecha de remoción para 0000001." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:349 msgid "" -"Lots are picked based on their removal date, from earliest to latest. Lots " -"without a removal date defined are picked after lots with removal dates." +"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" +" navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (in this example, the " +":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " +"category form." msgstr "" -"Los lotes se recolectan según la fecha de remoción, de la más antigua a la " -"más reciente. Los lotes sin fecha de remoción definida se recolectan después" -" de los lotes con fecha de remoción." +"Si desea ver cómo funciona la estrategia PCPS, vaya a la aplicación " +":menuselection:`Inventario --> Configuración --> categorías de producto` y " +"seleccione una categoría de producto (en este ejemplo, la categoría " +":guilabel:`todo/salud y belleza`) para editar. Cuando haga esto podrá ver un" +" formulario de categoría de producto." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:227 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:354 msgid "" -"Other dates are for informational and reporting purposes only. If not " -"removed from the stock, lots that are past the expiration dates may still be" -" picked for delivery orders!" +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," +" First Out)`." msgstr "" -"Otras fechas solo son para fines informativos y de reportes. ¡Los lotes con " -"fechas de caducidad pasadas se pueden recolectar para órdenes de entrega si " -"no se remueven de las existencias!" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:230 -msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` strategy, go to " -":menuselection:`Inventory --> Configuration --> Product Categories` and set " -":abbr:`FEFO (First Expired, First Out)` in the :guilabel:`Force Removal " -"Strategy` field." -msgstr "" -"Para utilizar la estrategia :abbr:`FEFO (primero en expirar, primera salida," -" por sus siglas en inglés)` vaya a :menuselection:`Inventario --> " -"Configuración --> Categorías de producto` y establezca :abbr:`FEFO (primero " -"en expirar, primera salida, por sus siglas en inglés)` en el campo " -":guilabel:`forzar estrategia de remoción`." +"Una vez en el formulario de categoría de producto, en la sección " +":guilabel:`logística` y :guilabel:`fuerce la estrategia de remoción` a " +":guilabel:`PCPS`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the FEFO strategy being set up as forced removal strategy." -msgstr "Establecer la estrategia FEFO como estrategia de remoción." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:238 -msgid "" -"For this particular case, the stock has hand cream. There are three lots of " -"them." +msgid "FEFO forced removal strategy set on the product category." msgstr "" -"En este caso en particular, el producto es crema para manos. Tenemos tres " -"lotes." +"La estrategia de remoción PCPS establecida en la categoría de producto." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Lot / Serial No**" -msgstr "**Número de lote o de serie**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Product**" -msgstr "**Producto**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Expiration Date**" -msgstr "**Fecha de expiración**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "0000001" -msgstr "0000001" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "Hand Cream" -msgstr "Crema para manos" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "09/30/2019" -msgstr "09/30/2019" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "0000002" -msgstr "0000002" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "11/30/2019" -msgstr "11/30/2019" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "0000003" -msgstr "0000003" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "10/31/2019" -msgstr "10/31/2019" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:250 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:361 msgid "" -"When a sales order for 25 units of Hand Cream is created, Odoo automatically" -" reserves the lots with the closest expiration date, :guilabel:`0000001` and" -" :guilabel:`0000003`." +"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " +"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" +" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " +"the drop-down menu, or type in the name of the product in the field. Enter a" +" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" +" click :guilabel:`Save`, then click :guilabel:`Confirm`." msgstr "" -"Cuando se crea una orden de venta para 25 unidades de crema para manos, Odoo" -" reserva de forma automática los lotes con la fecha de expiración más " -"próxima, :guilabel:`0000001` y :guilabel:`0000003`." +"Lo siguiente es ir a la aplicación :menuselection:`Ventas` y haga clic en " +":guilabel:`crear` para crear una orden de venta. A continuación, seleccione " +"un :guilabel:`cliente` del menú desplegable. Haga clic en :guilabel:`agregar" +" producto` en la pestaña :guilabel:`líneas de la orden`, seleccione un " +"producto (para este ejemplo, :guilabel:`crema para manos`) del menú " +"desplegable o escriba el nombre del producto en el campo. Ingrese una " +"cantidad (para este ejemplo, `25.00`) en el campo :guilabel:`cantidad`, haga" +" clic en :guilabel:`guardar`, y después en :guilabel:`confirmar`." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:368 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the lot numbers expiring first will be reserved " +"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " +"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " +"selected to be sent to the customer, detailed in the :guilabel:`Detailed " +"Operations` tab in the sales order." +msgstr "" +"Una vez que haya confirmado la orden de venta, se creará la orden de entrega" +" y se vinculará a su recolección. Gracias a la estrategia Primero en " +"expirar, primero en salir se reservarán los números de lote que caducan " +"primero. Se seleccionarán los veinte tubos de crema de manos del lote " +"`0000001` y cinco del lote `0000003` para enviarlos al cliente. Esta " +"información se describe en la pestaña :guilabel:`Operaciones detalladas` en " +"la orden de venta." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Two hand cream lots reserved for sell with the FEFO strategy." +msgid "Hand cream lot numbers selected for the sales order." msgstr "" -"Dos lotes de crema para manos reservados para la venta con la estrategia " -"FEFO" +"Números de lote de crema de manos seleccionados para la orden de venta." #: ../../content/applications/inventory_and_mrp/inventory/shipping.rst:5 msgid "Shipping" @@ -17238,16 +18451,6 @@ msgstr "" "de artículo que se puede desechar durante una orden de fabricación depende " "del estado del proceso de fabricación. " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 -msgid "" -"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " -"Operations --> Scrap`. Each scrap order shows the date and time the order " -"was created, along with the product and quantity that was scrapped." -msgstr "" -"Puede ver las órdenes de desecho en :menuselection:`Inventario --> " -"Operaciones --> Desechar`. Cada orden de desecho muestra la fecha y la hora " -"en la que se creó la orden, junto con el producto y la cantidad desechada. " - #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:23 msgid "" "To view the total quantity of each item scrapped, navigate to " @@ -18013,7 +19216,7 @@ msgstr "" msgid "Use the Master Production Schedule" msgstr "Utilizar el programa maestro de producción" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:5 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:7 msgid "" "The Master Production Schedule (MPS) is a valuable tool to plan your " "production based on your demand forecast." @@ -18021,7 +19224,7 @@ msgstr "" "El programa maestro de producción (PMP) es una valiosa herramienta para " "planificar la producción a partir de la previsión de la demanda." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:13 msgid "" "Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` " "and activate the Master Production Schedule feature before hitting save." @@ -18030,7 +19233,7 @@ msgstr "" "Ajustes` y active la función del Programa maestro de producción antes de " "hacer clic en guardar." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:17 msgid "" "In the MPS settings, you can define the time range of your MPS " "(month/week/day) and the number of periods you want to display at all times." @@ -18039,7 +19242,7 @@ msgstr "" "intervalo de tiempo de su PMP (mes/semana/día) y el número de periodos que " "desea mostrar en todo momento." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:18 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:20 msgid "" "Now, go to :menuselection:`Planning --> Master Production Schedule` and " "click on *add a product*. You can now define your safety stock target (= the" @@ -18052,7 +19255,7 @@ msgstr "" "mano al final del periodo) y las cantidades mínimas y máximas que se pueden " "o se deben reabastecer en cada periodo." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:26 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:28 msgid "" "In the MPS view, you can decide which information you would like to display " "by clicking on *rows*. For instance, the *Actual demand* will show you which" @@ -18068,11 +19271,11 @@ msgstr "" "reabastecimiento previsto - lo que ya se vendió durante el periodo). También" " puede decidir ocultar las filas si lo desea." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 msgid "Estimate your demand and launch replenishment" msgstr "Calcule su demanda e inicie el reabastecimiento" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:40 msgid "" "The next step is to estimate the demand for the chosen period. This is done " "in the *Forecasted Demand* Row. You can easily, at any time, compare the " @@ -18086,7 +19289,7 @@ msgstr "" " La previsión de la demanda de un producto final tendrá un impacto en la " "demanda indirecta de sus componentes." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:48 msgid "" "Once the forecasted demand has been set, the quantity to replenish for the " "different periods will automatically be computed. The replenishments you are" @@ -18100,7 +19303,7 @@ msgstr "" "de entrega de la fabricación). Para iniciar el reabastecimiento, haga clic " "en el botón de reabastecimiento." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:52 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:54 msgid "" "Depending on the configuration of the product (buy vs. manufacture), " "requests for quotations or manufacturing orders will be created. You can " @@ -18110,7 +19313,7 @@ msgstr "" "configuración del producto (compra o fabricación). Puede acceder fácilmente " "a ellas haciendo clic en la celda *Reabastecimiento real*." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:61 msgid "" "In case you manually edit the *Suggested Replenishment* quantity, a small " "cross will appear on the left hand side of the cell. In case you want to go " @@ -18122,11 +19325,11 @@ msgstr "" "volver al valor calculado automáticamente por Odoo, puede hacer clic en la " "cruz." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 msgid "Cells color signification" msgstr "Significado del color de las celdas" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:69 msgid "" "The cells, which are part of the *Suggested Replenishment* line, can take " "different colors depending on the situation:" @@ -18134,7 +19337,7 @@ msgstr "" "Las celdas que forman parte de la línea de *reabastecimiento sugerido* " "pueden tomar distintos colores según la situación:" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:70 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 msgid "" "**Green**: quantity of products which should be replenished to reach the " "expected safety stock considering the demand forecast and the indirect " @@ -18144,7 +19347,7 @@ msgstr "" "las existencias de seguridad previstas teniendo en cuenta la previsión de la" " demanda y la previsión de la demanda indirecta." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 msgid "" "**Grey**: replenishment order has already been generated, and its quantity " "still matches current data." @@ -18152,7 +19355,7 @@ msgstr "" "**Gris**: ya se ha generado la orden de reabastecimiento y su cantidad sigue" " coincidiendo con los datos actuales." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 msgid "" "**Red**: replenishment order has already been generated, and its quantity " "was too high considering current data." @@ -18160,7 +19363,7 @@ msgstr "" "**Rojo**: ya se ha generado la orden de reabastecimiento y su cantidad era " "demasiado alta considerando los datos actuales." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 msgid "" "**Orange**: replenishment order has already been generated, and its quantity" " was too low considering current data." @@ -18168,7 +19371,7 @@ msgstr "" "**Naranja**: ya se ha generado la orden de reabastecimiento y su cantidad " "era demasiado baja considerando los datos actuales." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:80 msgid "" "The *Forecasted stock* line can also contain red cells, which means the " "stock will be negative during the period in question." @@ -18176,11 +19379,11 @@ msgstr "" "La línea de *previsión de existencias* también puede contener celdas rojas, " "lo que significa que las existencias serán negativas durante dicho periodo." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 msgid "What if I have underestimated the demand?" msgstr "¿Qué pasa si subestimé la demanda?" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:86 msgid "" "You can still increase the demand forecast. It will impact the quantity to " "replenish. The cell will become orange, and you’ll be able to launch a new " @@ -18190,11 +19393,11 @@ msgstr "" "cantidad a reabastecer. La celda se volverá naranja y podrá iniciar un nuevo" " reabastecimiento." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 msgid "What if I have overestimated the demand?" msgstr "¿Y si sobrestimé la demanda?" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:93 msgid "" "You can decrease the demand forecast. The cell will become red to inform you" " that you’ve ordered more than planned. If you’re still able to do it, you " @@ -18204,13 +19407,13 @@ msgstr "" "informarle que ha ordenado más de lo previsto. Si todavía puede, cancele " "manualmente algunas solicitudes de cotización u órdenes de fabricación." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 msgid "What if I wrongly added a product to the MPS?" msgstr "" "¿Qué pasa si me equivoco y agrego un producto que no debería ir en el " "programa maestro de producción?" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:100 msgid "" "You can easily remove a product from the MPS by clicking the small bin on " "the right of its name." @@ -18319,11 +19522,11 @@ msgstr "" "Un ejemplo de un formulario de centro de trabajo configurado en su " "totalidad. " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 msgid "Set standards for work center productivity" msgstr "Establezca estándares para la productividad del centro de trabajo " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:40 msgid "" "The :guilabel:`General Information` tab on the work center form allows for " "productivity goals to be assigned to a work center:" @@ -18331,7 +19534,7 @@ msgstr "" "La pestaña de :guilabel:`Información general` en el formulario del centro de" " trabajo le permite asignar objetivos de productividad:" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:43 msgid "" ":guilabel:`Time Efficiency`: used to calculate the expected duration of a " "work order at the work center; for example, if a work order normally takes " @@ -18343,7 +19546,7 @@ msgstr "" "general tarda una hora en realizar una orden de trabajo y la eficiencia está" " establecida en 200%, la orden tardará 30 minutos en completarse" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:44 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 msgid "" ":guilabel:`Capacity`: the number of operations that can be performed at the " "work center simultaneously" @@ -18351,13 +19554,13 @@ msgstr "" ":guilabel:`Capacidad`: el número de operaciones que se pueden ejecutar de " "manera simultánea en el centro de trabajo" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 msgid ":guilabel:`OEE Target`: the target for efficiency at the work center" msgstr "" ":guilabel:`Objetivo de eficiencia general del equipo`: el objetivo para la " "eficiencia en el centro de trabajo" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:47 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 msgid "" ":guilabel:`Setup Time`: time required to set up the work center before work " "can commence" @@ -18365,7 +19568,7 @@ msgstr "" ":guilabel:`Tiempo antes de la producción`: tiempo establecido que se " "requiere antes de que comience el trabajo" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 msgid "" ":guilabel:`Cleanup Time`: time required to clean the work center after work " "is finished" @@ -18373,7 +19576,7 @@ msgstr "" ":guilabel:`Tiempo de limpieza`: tiempo requerido para limpiar el centro de " "trabajo al terminar su uso." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:51 msgid "" ":guilabel:`Cost per hour`: the cost of operating the work center for one " "hour" @@ -18381,7 +19584,7 @@ msgstr "" ":guilabel:`Costo por hora`: el costo operacional del centro de trabajo por " "una hora " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:52 msgid "" ":guilabel:`Analytic Account`: the account where the cost of the work center " "should be recorded" @@ -18394,11 +19597,11 @@ msgid "The general information tab of the work center form." msgstr "" "La pestaña de información general del formulario del centro de trabajo. " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:57 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 msgid "Assign equipment to a work center" msgstr "Asignar equipo a un centro de trabajo " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:61 msgid "" "Using the :guilabel:`Equipment` tab, it is possible for specific pieces of " "equipment to be assigned to a work center. The following information will be" @@ -18408,11 +19611,11 @@ msgstr "" " a un centro de trabajo. La siguiente información se mostrará para cada " "equipo que agregue: " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:62 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 msgid ":guilabel:`Equipment Name`: the name of the piece of equipment" msgstr ":guilabel:`Nombre del equipo`: nombre de la pieza de equipo " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:63 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 msgid "" ":guilabel:`Technician`: the technician responsible for servicing the " "equipment" @@ -18420,12 +19623,12 @@ msgstr "" ":guilabel:`Técnico`: el técnico responsable de darle mantenimiento al equipo" " " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:66 msgid ":guilabel:`Equipment Category`: the category the equipment belongs to" msgstr "" ":guilabel:`Categoría del equipo`: la categoría a la que pertenece el equipo" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 msgid "" ":guilabel:`MTBF`: mean time between failures; the average time that the " "piece of equipment will operate before failing" @@ -18433,7 +19636,7 @@ msgstr "" ":guilabel:`Tiempo medio esperado entre fallos`: la cantidad promedio de " "tiempo que se espera que el equipo funcione antes de fallar" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 msgid "" ":guilabel:`MTTR`: mean time to recovery; the average time it takes for the " "equipment to become fully operational again" @@ -18441,7 +19644,7 @@ msgstr "" ":guilabel:`Tiempo medio de recuperación`: el tiempo promedio que tarda el " "equipo en recuperarse para volver a ser completamente funcional de nuevo" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:71 msgid "" ":guilabel:`Est. Next Failure`: an estimate of when the next equipment " "failure will occur" @@ -18453,7 +19656,7 @@ msgstr "" msgid "The equipment tab of the work center form." msgstr "La pestaña de equipo en el formulario del centro de trabajo." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:78 msgid "" ":guilabel:`MTBF`, :guilabel:`MTTR`, and :guilabel:`Est. Next Failure` are " "all calculated automatically based on past failure data, if any exists." @@ -18463,11 +19666,11 @@ msgstr "" "de forma automática con base en datos anteriores de fallos, si es que " "existen." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 msgid "Integrate IoT devices" msgstr "Integración de dispositivos IoT" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:86 msgid "" "The :guilabel:`IoT Triggers` tab enables the integration of :abbr:`IoT " "(Internet of Things)` devices with a work center:" @@ -18475,16 +19678,16 @@ msgstr "" "La pestaña :guilabel:`Activadores de IoT` permite la integración de " "dispositivos :abbr:`IoT (Internet de las cosas)` con un centro de trabajo: " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 msgid ":guilabel:`Device`: specifies the IoT device to be triggered" msgstr "" ":guilabel:`Dispositivo`: especifica el dispositivo IoT que se activará" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:88 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:90 msgid ":guilabel:`Key`: the security key for the device" msgstr ":guilabel:`Clave`: la clave de seguridad para el dispositivo" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:91 msgid ":guilabel:`Action`: the IoT device action triggered" msgstr ":guilabel:`Acción`: la acción para activar el dispositivo IoT " @@ -18492,11 +19695,11 @@ msgstr ":guilabel:`Acción`: la acción para activar el dispositivo IoT " msgid "The IoT Triggers tab of the work center form." msgstr "La pestaña Activadores de IoT en el formulario del centro de trabajo." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 msgid "Use case: configure an alternative work center" msgstr "Caso de uso: configuración de un centro de trabajo alternativo " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:100 msgid "" "When a work center is at capacity, it cannot accept any new work orders. " "Instead of waiting for the work center to become available, it is possible " @@ -18508,7 +19711,7 @@ msgstr "" "esté disponible, puede especificar un centro de trabajo alternativo donde se" " ejecutarán las órdenes de trabajo excedentes. " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:102 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:104 msgid "" "Begin by creating a new work center. Configure the :guilabel:`Equipment` tab" " so that it has all of the same equipment as the main work center. This will" @@ -18522,7 +19725,7 @@ msgstr "" "centros de trabajo. Vaya al centro de trabajo principal e incluya uno nuevo " "en el campo de selección :guilabel:`Centros de trabajo alternativos`. " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:107 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:109 msgid "" "Now, create a new manufacturing order that uses the main work center for one" " of its operations. The main work center will automatically be selected for " @@ -18544,7 +19747,7 @@ msgstr "" "Haga clic en el botón planear para seleccionar un centro de trabajo " "disponible de forma automática." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:116 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:118 msgid "" "If the main work center is at capacity, the work center selected for the " "operation will be automatically changed to the alternative work center." @@ -18557,11 +19760,11 @@ msgstr "" msgid "The alternative work center is automatically selected." msgstr "El centro de trabajo alternativo se selecciona de forma automática." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:124 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 msgid "Monitor work center performance" msgstr "Monitoree el rendimiento del centro de trabajo " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:128 msgid "" "Performance for an individual work center can be viewed by selecting " ":menuselection:`Configuration --> Work Centers`, and clicking on a work " @@ -18573,7 +19776,7 @@ msgstr "" " una variedad de métricas en el lado superior derecho del formulario que " "muestran el rendimiento del centro de trabajo: " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:130 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 msgid "" ":guilabel:`OEE`: overall effective efficiency, the percentage of time that " "the work center has been fully productive" @@ -18581,13 +19784,13 @@ msgstr "" ":guilabel:`Eficiencia general del equipo`: el porcentaje de tiempo que el " "centro de trabajo fue totalmente productivo. " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 msgid ":guilabel:`Lost`: the amount of time lost due to work stoppages" msgstr "" ":guilabel:`Pérdida`: la cantidad de tiempo perdido a causa de interrupciones" " en el trabajo " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:133 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:135 msgid "" ":guilabel:`Load`: the amount of time it will take to complete the current " "workload" @@ -18595,7 +19798,7 @@ msgstr "" ":guilabel:`Carga`: la cantidad de tiempo que le tomará completar la carga de" " trabajo actual" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:136 msgid "" ":guilabel:`Performance`: the real duration of work time, shown as a " "percentage of the expected duration" diff --git a/locale/es/LC_MESSAGES/productivity.po b/locale/es/LC_MESSAGES/productivity.po index 2136766b7..1d619d712 100644 --- a/locale/es/LC_MESSAGES/productivity.po +++ b/locale/es/LC_MESSAGES/productivity.po @@ -10,20 +10,22 @@ # Braulio D. López Vázquez , 2023 # Raquel Iciarte , 2023 # Martin Trigaux, 2023 -# Patricia Gutiérrez Capetillo , 2023 -# Iran Villalobos López, 2023 # Lucia Pacheco, 2023 # Pedro M. Baeza , 2023 +# Wil Odoo, 2023 +# Larissa Manderfeld, 2023 # Fernanda Alvarez, 2023 +# Iran Villalobos López, 2023 +# Patricia Gutiérrez Capetillo , 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" -"Last-Translator: Fernanda Alvarez, 2023\n" +"Last-Translator: Patricia Gutiérrez Capetillo , 2023\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -688,31 +690,13 @@ msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:106 msgid "" -"After one user syncs their Outlook calendar to the Odoo database, unwanted " -"email notifications are unavoidable because the first synchronized user's " -"events will be in the Odoo Calendar. If the Odoo database is shared amongst " -"multiple users, and another user wants to sync their Outlook calendar with " -"Odoo Calendar, Outlook will again pull the existing Odoo Calendar events " -"during the sync and treat them as new events, causing Outlook to send email " -"invitations to all event attendees." -msgstr "" -"Después de que otro usuario sincronice el calendario de Outlook con su base " -"de datos de Odoo, es imposible evitar que se envíen notificaciones de correo" -" no deseadas ya que el usuario que sincronizó su calendario primero ya " -"tendrá sus eventos en el calendario de Odoo. Si varios usuarios comparten la" -" misma base de datos, Outlook volverá a tomar en cuenta los eventos " -"existentes durante la sincronización y los tratará como eventos nuevos, lo " -"que hará que Outlook envíe invitaciones por correo a todos los asistentes." - -#: ../../content/applications/productivity/calendar/outlook.rst:113 -msgid "" "In summary, once a user synchronizes their Outlook calendar with the Odoo " "calendar:" msgstr "" "Para resumir, una vez que un usuario sincroniza el calendario de Outlook con" " Odoo:" -#: ../../content/applications/productivity/calendar/outlook.rst:115 +#: ../../content/applications/productivity/calendar/outlook.rst:108 msgid "" "Creating an event in Odoo causes Outlook to send an invitation to all event " "attendees." @@ -720,7 +704,7 @@ msgstr "" "Si crea un evento en Odoo, se enviará una invitación de Outlook a todos los " "asistentes al evento." -#: ../../content/applications/productivity/calendar/outlook.rst:116 +#: ../../content/applications/productivity/calendar/outlook.rst:109 msgid "" "Deleting an event in Odoo causes Outlook to send a cancellation to all event" " attendees." @@ -728,7 +712,7 @@ msgstr "" "Si elimina un evento en Odoo, se enviará un correo de cancelación a todos " "los asistentes." -#: ../../content/applications/productivity/calendar/outlook.rst:117 +#: ../../content/applications/productivity/calendar/outlook.rst:110 msgid "" "Unarchiving an event in Odoo causes Outlook to send an invitation to all " "event attendees." @@ -736,7 +720,7 @@ msgstr "" "Si desarchiva un evento en Odoo, se enviará una invitación de Outlook a " "todos los asistentes al evento." -#: ../../content/applications/productivity/calendar/outlook.rst:118 +#: ../../content/applications/productivity/calendar/outlook.rst:111 msgid "" "Archiving an event in Odoo causes Outlook to send a cancellation to all " "event attendees." @@ -744,7 +728,7 @@ msgstr "" "Si archiva un evento en Odoo, se enviará un correo de cancelación de Outlook" " a todos los asistentes al evento." -#: ../../content/applications/productivity/calendar/outlook.rst:119 +#: ../../content/applications/productivity/calendar/outlook.rst:112 msgid "" "Adding a contact to an event causes Outlook to send an invitation to all " "event attendees." @@ -752,7 +736,7 @@ msgstr "" "Si agrega un contacto el evento, se enviará un correo de invitación a todos " "los asistentes." -#: ../../content/applications/productivity/calendar/outlook.rst:120 +#: ../../content/applications/productivity/calendar/outlook.rst:113 msgid "" "Removing a contact from an event causes Outlook to send a cancellation to " "all event attendees." @@ -760,11 +744,11 @@ msgstr "" "Si quita un contanto del evento, se enviará un correo de cancelación a todos" " los asistentes al evento." -#: ../../content/applications/productivity/calendar/outlook.rst:123 +#: ../../content/applications/productivity/calendar/outlook.rst:116 msgid "Sync Odoo Calendar and Outlook" msgstr "Sincronización del calendario de Odoo y Outlook" -#: ../../content/applications/productivity/calendar/outlook.rst:125 +#: ../../content/applications/productivity/calendar/outlook.rst:118 msgid "" "In the Odoo database, go to the :guilabel:`Calendar` module and click the " ":guilabel:`Outlook` sync button. The page will redirect to a Microsoft login" @@ -782,7 +766,7 @@ msgid "The \"Outlook\" sync button in Odoo Calendar." msgstr "" "El botón para sincronizar \"Outlook\" en la aplicación Calendario de Odoo." -#: ../../content/applications/productivity/calendar/outlook.rst:133 +#: ../../content/applications/productivity/calendar/outlook.rst:126 msgid "" "The synchronization is a two-way process, meaning that events are reconciled" " in both accounts (Outlook and Odoo)." @@ -790,7 +774,7 @@ msgstr "" "La sincronización es un proceso de dos lados, esto significa que los eventos" " se concilian en ambas cuentas (Outlook y Odoo)." -#: ../../content/applications/productivity/calendar/outlook.rst:137 +#: ../../content/applications/productivity/calendar/outlook.rst:130 msgid "" "All users that want to use the synchronization simply need to :ref:`sync " "their calendar with Outlook `. The configuration of " @@ -807,11 +791,11 @@ msgstr "" "gestionar instancias específicas de los servicios en la nube de Microsoft " "para sus usuarios internos y externos." -#: ../../content/applications/productivity/calendar/outlook.rst:144 +#: ../../content/applications/productivity/calendar/outlook.rst:137 msgid ":doc:`../mail_plugins/outlook`" msgstr ":doc:`../mail_plugins/outlook`" -#: ../../content/applications/productivity/calendar/outlook.rst:145 +#: ../../content/applications/productivity/calendar/outlook.rst:138 msgid ":doc:`google`" msgstr ":doc:`google`" @@ -1229,7 +1213,7 @@ msgid "View of the contacts’ status for Odoo Discuss" msgstr "Vista del estado para los contactos en Conversaciones de Odoo." #: ../../content/applications/productivity/discuss/overview/get_started.rst:97 -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:65 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:250 msgid ":doc:`team_communication`" msgstr ":doc:`team_communication`" @@ -1238,127 +1222,584 @@ msgid ":doc:`/applications/general/email_communication/email_servers`" msgstr ":doc:`/applications/general/email_communication/email_servers`" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:3 -msgid "Get Organized by Planning Activities" -msgstr "Planifique actividades para organizarse" +msgid "Activities" +msgstr "Actividades" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:5 msgid "" -"When you plan activities you minimize the risk of uncertainties, as you " -"provide clear directions for the course of your next action. In addition to " -"that, you do not leave space for wasteful activities and reduce the chance " -"of having overlapping actions between team members." +"*Activities* are follow-up tasks tied to a record in an Odoo database. " +"Activities can be scheduled on any page of the database that contains a " +"chatter thread, kanban view, list view, or activities view of an " +"application." msgstr "" -"Al planificar actividades minimiza el riesgo de incertidumbres, ya que " -"proporciona instrucciones claras para el curso de su próxima acción. Además " -"de eso, no deja espacio para actividades inútiles y reduce la posibilidad de" -" que haya acciones superpuestas entre los miembros del equipo." +"Las *actividades* son tareas de seguimiento vinculadas a un registro en una " +"base de datos de Odoo. Estas se pueden planear desde cualquier página de la " +"base de datos que contenga un hilo del chatter, una vista kanban, una vista " +"de lista o una vista de actividades de una aplicación. " #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:10 -msgid "Where do I see my schedule activities?" -msgstr "¿Dónde veo mis actividades programadas?" +msgid "Schedule activities" +msgstr "Planear actividades" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:12 msgid "" -"Access and manage your activities wherever you are in Odoo by the " -"*Activities* menu." +"One way that activities are created is by clicking the :guilabel:`Schedule " +"Activity` button, located at the top of the *chatter* on any record. On the " +"pop-up window that appears, select an :guilabel:`Activity Type` from the " +"drop-down menu." msgstr "" -"Acceda a sus actividades y adminístrelas en cualquier lugar de Odoo mediante" -" el menú *Actividades*." +"Una forma de crear actividades es hacer clic en el botón :guilabel:`Planear " +"actividades`, ubicado en la parte superior del *chatter* en cualquier " +"registro. En la ventana emergente que aparece, seleccione un :guilabel:`Tipo" +" de actividad` del menú desplegable. " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:17 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" +"Las aplicaciones individuales tienen una lista de *tipos de actividad* " +"específicas de esa aplicación. Por ejemplo, para ver y editar las " +"actividades disponibles de la aplicación *CRM* debe ir a :menuselection:`CRM" +" --> Configuración --> Tipos de actividad`. " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:21 +msgid "" +"Enter a title for the activity in the :guilabel:`Summary` field, located in " +"the :guilabel:`Schedule Activity` pop-up window." +msgstr "" +"Escriba un titulo para la actividad en el campo :guilabel:`Resumen` que se " +"ubica en la ventana emergente de :guilabel:`Planear actividad`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:24 +msgid "" +"To assign the activity to a different user, select a name from the " +":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the " +"activity is automatically assigned." +msgstr "" +"Para asignar la actividad a un usuario diferente, seleccione un nombre del " +"menú desplegable de :guilabel:`Asignado a`. Si no selecciona a nadie, el " +"usuario que crea la actividad será asignado de manera automática. " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:27 +msgid "" +"Lastly, feel free to add any additional information in the optional " +":guilabel:`Log a note...` field." +msgstr "" +"Por último, agregue cualquier información adicional que desee en el campo " +"opcional :guilabel:`Escribir una nota...`" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:30 +msgid "" +"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " +"window auto-populates based on the configuration settings for the selected " +":guilabel:`Activity Type`. However, this date can be changed by selecting a " +"day on the calendar in the :guilabel:`Due Date` field." +msgstr "" +"El campo :guilabel:`Fecha límite` en la ventana emergente de " +":guilabel:`Planear actividad` se completa de manera automática según los " +"ajustes de la configuración para el :guilabel:`tipo de actividad` que " +"seleccionó. Sin embargo, puede cambiar esta fecha si selecciona un día en el" +" calendario en el campo :guilabel:`Fecha límite`. " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:34 +msgid "Lastly, click one of the following buttons:" +msgstr "Por último, haga clic en uno de los siguientes botones: " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:36 +msgid "" +":guilabel:`Schedule`: adds the activity to the chatter under " +":guilabel:`Planned activities`." +msgstr "" +":guilabel:`Planear`: agrega la actividad al chatter en la sección " +":guilabel:`Actividades planeadas`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:37 +msgid "" +":guilabel:`Mark as Done`: adds the details of the activity to the chatter " +"under :guilabel:`Today`. The activity is not scheduled, it is automatically " +"marked as completed." +msgstr "" +":guilabel:`Marcar como hecho`: agrega los detalles de la actividad al " +"chatter en la sección :guilabel:`Hoy`. La actividad no se planea, sino que " +"se marca automáticamente como hecha. " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:39 +msgid "" +":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " +"marked as done, and opens a new activity window." +msgstr "" +":guilabel:`Hecha \\y planear siguiente`: agrega la tarea en la sección " +":guilabel:`Hoy` marcada como hecha y abre una nueva ventana para otra " +"actividad. " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:41 +msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." +msgstr "" +":guilabel:`Descartar`: descarta cualquier cambio hecho en la ventana " +"emergente. " #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads page emphasizing the activities menu for Odoo Discuss" -msgstr "" -"Imagen de la página de leads en la aplicación CRM en donde se muestra el " -"menú de actividades para Conversaciones de Odoo." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:20 -msgid "Plan activities" -msgstr "Planear actividades" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:22 -msgid "" -"Activities can be planned and managed from the chatter by clicking on " -"*Schedule activity*, or through Kanban views." -msgstr "" -"Las actividades se pueden planear y administrar desde el chatter. Solo haga " -"clic en *Programar actividad*, o mediante las vistas Kanban." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads and the option to schedule an activity for Odoo Discuss" -msgstr "" -"Imagen de los leads en la aplicación CRM y la opción de programar una " -"actividad para Conversaciones de Odoo." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:31 -msgid "Set your activity types" -msgstr "Establezca sus tipos de actividad" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:33 -msgid "" -"A number of activities types are available by default in Odoo (call, email, " -"meeting, etc.). However, you can set new ones going to " -":menuselection:`Settings --> Activity types`." -msgstr "" -"Hay varios tipos de actividades disponibles automáticamente en Odoo " -"(llamada, correo electrónico, reunión, etc.). Sin embargo, puede establecer " -"nuevos en :menuselection:`Configuración --> Tipos de actividad`." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of the settings page emphasizing the menu activity types for Odoo " -"Discuss" -msgstr "" -"Imagen de la página de ajustes donde se muestra los tipos de actividades que" -" hay para Discusiones de Odoo." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:42 -msgid "" -"If you need to create an activity type with an available calendar, make sure" -" to create it with an *Action to Perform* set as *Meeting*." -msgstr "" -"Si necesita crear un tipo de actividad con un calendario disponible, " -"asegúrese de crearlo con una *Acción por realizar* establecida como " -"*Reunión*." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:46 -msgid "Recommend next activities" -msgstr "Recomendar próximas actividades" +msgid "View of CRM leads and the option to schedule an activity." +msgstr "Vista de los leads en CRM y la opción para planear una actividad." #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:48 msgid "" -"Odoo helps you to plan a flow of activities by allowing you to set " -"*Recommended Next Activities*." +"Depending on the activity type, the :guilabel:`Schedule` button may be " +"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` " +"button." msgstr "" -"Con Odoo, puede establecer *Próximas actividades recomendadas*, lo que le " -"ayuda a planear su flujo de trabajo." +"Según el tipo de actividad, el botón :guilabel:`Planear` se reemplazará por " +"un botón de :guilabel:`Guardar` o uno de :guilabel:`Abrir calendario`. " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:51 +msgid "" +"Scheduled activities are added to the chatter for the record under " +":guilabel:`Planned activities`." +msgstr "" +"Las actividades planeadas se agregan al chatter para el registro en " +":guilabel:`Actividades planeadas`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:57 +msgid "" +"Activities can also be scheduled from the kanban, list, or activities view " +"of an application." +msgstr "" +"Las actividades también se pueden planear desde la vista kanban, de lista o " +"de actividades en una aplicación." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:61 +msgid "Kanban view" +msgstr "Vista de kanban" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:63 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill " +"out the pop-up form." +msgstr "" +"Seleccione un registro en donde se planeará una actividad. Haga clic en el " +"icono :guilabel:`🕘 (reloj)`, luego en :guilabel:`Planear una actividad` y " +"luego complete el formulario emergente. " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Kanban view of the CRM pipeline and the option to schedule an activity." +msgstr "" +"Vista kanban de un flujo de CRM y la opción para planear una actividad." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:70 +msgid "List view" +msgstr "Vista de lista" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:72 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already " +"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 " +"(phone)` or an :guilabel:`✉️ (envelope)` icon." +msgstr "" +"Seleccione el registro donde se planeará la actividad. Haga clic en el icono" +" :guilabel:`🕘 (reloj)` y luego en :guilabel:`Planear una actividad`. Si el " +"registro ya tiene una actividad planeada, es posible que, en lugar del el " +"icono del reloj, aparezca el icono de guilabel:`📞 (teléfono)` o de " +":guilabel:`✉️ (sobre)`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "List view of the CRM pipeline and the option to schedule an activity." +msgstr "" +"Vista de lista de un flujo de CRM y la opción de planear una actividad." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:80 +msgid "Activity view" +msgstr "Vista de actividad" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:82 +msgid "" +"To open the activity view for an application, select the :guilabel:`🕘 " +"(clock)` icon from the menu bar anywhere in the database. Select any " +"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` " +"icon for the desired app." +msgstr "" +"Para abrir la vista de actividad de una aplicación, seleccione el icono de " +":guilabel:`🕘 (reloj)` desde la barra del menú en cualquier lugar de la base " +"de datos. Seleccione cualquier aplicación en el menú desplegable y haga clic" +" en el icono de :guilabel:`🕘 (reloj)` para la aplicación que desee. " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity menu drop down with focus on where to open activity view for CRM." +msgstr "" +"Menú desplegable de actividades resaltando dónde abrir la vista de actividad" +" en CRM." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:90 +msgid "" +"Select a record on which to schedule an activity. Move across the row to " +"find the desired activity type, then click the :guilabel:`＋ (plus sign)`." +msgstr "" +"Seleccione un registro en dónde planear una actividad. Navegue a través de " +"la fila para encontrar el tipo de actividad que desee y haga clic en " +":guilabel:`＋ (signo de más)`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity view of the CRM pipeline and the option to schedule an activity." +msgstr "" +"Vista de actividad de un flujo de CRM y la opción de planear una actividad." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:98 +msgid "" +"Activity colors, and their relation to an activity's due date, is consistent" +" throughout Odoo, regardless of the activity type, or the view." +msgstr "" +"Los colores de actividad, y su relación con la fecha limite de la misma, son" +" consistentes en Odoo sin importar el tipo de actividad o de vista. " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:101 +msgid "" +"Activities that appear in **green** indicate a due date sometime in the " +"future." +msgstr "" +"Las actividades que aparecen de color **verde** indican que la fecha límite " +"es en algún momento del futuro." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:102 +msgid "**Yellow** indicates that the activity's due date is today." +msgstr "El color **amarillo** indica que la fecha límite es para hoy." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:103 +msgid "" +"**Red** indicates that the activity is overdue and the due date has passed." +msgstr "" +"El color **reojo** indica que la actividad está vencida y la fecha límite ya" +" pasó. " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:105 +msgid "" +"For example, if an activity is created for a phone call, and the due date " +"passes, the activity appears with a red phone in list view, and a red clock " +"on the kanban view." +msgstr "" +"Por ejemplo, si crea una actividad para una llamada y la fecha límite pasa, " +"la actividad aparecerá con un teléfono rojo en la vista de lista y con reloj" +" rojo en la vista kanban. " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:109 +msgid "View scheduled activities" +msgstr "Vista de las actividades planeadas" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:111 +msgid "" +"To view scheduled activities, open either the :menuselection:`Sales app` or " +":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located " +"to the far-right side of the other view options." +msgstr "" +"Para ver las actividades planeadas, puede abrir la aplicación " +":menuselection:`Ventas` o :menuselection:`CRM` y hacer clic en el icono " +":guilabel:`🕘 (reloj)` que se ubica en la extrema derecha de las otras " +"opciones de vista. " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:114 +msgid "" +"Doing so opens the activities menu, showcasing all the scheduled activities " +"for the user, by default. To show all activities for every user, remove the " +":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar." +msgstr "" +"Esto hará que se abra un menú de actividades donde podrá ver todas las " +"actividades programadas para el usuario por defecto. Para mostrar todas las " +"actividades para todos los usuarios, quite el filtro :guilabel:`Mi flujo` " +"desde la barra :guilabel:`de búsqueda`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:118 +msgid "" +"To view a consolidated list of activities separated by the application where" +" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on" +" the header menu to see the activities for that specific application in a " +"drop-down menu." +msgstr "" +"Para ver una lista consolidada de actividades agrupadas por la aplicación " +"donde se crearon y por fecha límite, haga clic en el icono :guilabel:`🕘 " +"(reloj)` en el menú del encabezado para ver las actividades de esa " +"aplicación específica en un menú desplegable." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:122 +msgid "" +"The possibility to :guilabel:`Add new note` and :guilabel:`Request a " +"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘" +" (clock)` icon on the header menu is clicked." +msgstr "" +"Al final de este menú desplegable tendrá la posibilidad de " +":guilabel:`agregar una nota nueva` y :guilabel:`solicitar un documento` si " +"hace clic en el icono :guilabel:`🕘 (reloj)`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of CRM leads page emphasizing the activities menu." +msgstr "" +"Vista de la página de leads de CRM donde se resalta el menú de actividades." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:130 +msgid "Configure activity types" +msgstr "Configure los tipos de actividades" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:132 +msgid "" +"To configure the types of activities in the database, go to " +":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`." +msgstr "" +"Para configurar los tipos de actividades en la base de datos, vaya a " +":menuselection:`Ajustes --> Conversaciones --> Actividades --> Tipos de " +"actividades`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of the settings page emphasizing the menu activity types." +msgstr "" +"Vista de la página de ajustes donde se resalta el menú de tipos de " +"actividad." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:139 +msgid "" +"Doing so reveals the :guilabel:`Activity Types` page, where the existing " +"activity types are found." +msgstr "" +"Esto mostrará la página :guilabel:`Tipos de actividad`, donde podrá " +"encontrar los tipos de actividad existentes." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:141 +msgid "" +"To edit an existing activity type, select it from the list, then click " +":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`." +msgstr "" +"Para editar un tipo de actividad existente, selecciónelo de la lista y " +"después haga clic en :guilabel:`Editar`. Para crear un nuevo tipo de " +"actividad, haga clic en :guilabel:`Crear`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:144 +msgid "" +"At the top of a blank activity type form, start by choosing a " +":guilabel:`Name` for the new activity type." +msgstr "" +"Primero debe elegir un :guilabel:`Nombre` para el nuevo tipo de actividad. " +"Esto lo puede hacer en la parte superior de un formulario de actividad en " +"blanco." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "New activity type form." +msgstr "Formulario para un nuevo tipo de actividad." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:152 +msgid "Activity settings" +msgstr "Ajustes de actividad" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:155 +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "Acción" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:157 +msgid "" +"The *Action* field specifies the intent of the activity. Some actions " +"trigger specific behaviors after an activity is scheduled." +msgstr "" +"El campo *Acción* especifica el propósito de la actividad. Algunas acciones " +"activarán comportamientos específicos después de programar una actividad." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:160 +msgid "" +"If :guilabel:`Upload Document` is selected, a link to upload a document is " +"added directly to the planned activity in the chatter." +msgstr "" +"Si selecciona :guilabel:`Subir documento`. se agregará un enlace para subir " +"un documento directamente a la actividad planeada en el chatter." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:162 +msgid "" +"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " +"have the option to open their calendar to schedule a time for this activity." +msgstr "" +"Si selecciona :guilabel:`Llamada` o :guilabel:`Junta` los usuarios tendrán " +"la opción de abrir su calendario para agendar esta actividad." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:164 +msgid "" +"If :guilabel:`Request Signature` is selected, a link is added to the planned" +" activity in the chatter that opens a signature request pop-up window." +msgstr "" +"Si selecciona :guilabel:`Solicitar firma` se agregará un enlace en el " +"chatter de la actividad planeada. Al hacer clic en este enlace se abrirá una" +" ventana emergente para solicitar la firma." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:168 +msgid "" +"The actions available to select on an activity type vary, depending on the " +"applications currently installed in the database." +msgstr "" +"Las acciones disponibles que puede seleccionar en el tipo de actividad " +"varían dependiendo de las aplicaciones que tienen en la base de datos." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:172 +msgid "Default user" +msgstr "Usuario predeterminado" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:174 +msgid "" +"To automatically assign this activity to a specific user when this activity " +"type is scheduled, choose a name from the :guilabel:`Default User` drop-down" +" menu. If this field is left blank, the activity is assigned to the user who" +" creates the activity." +msgstr "" +"Para asignar esta actividad a un usuario específico de manera automática al " +"programar este tipo de actividad, seleccione un nombre desde el menú " +"desplegable :guilabel:`Usuario predeterminado`. Si este campo se deja en " +"blanco, se asignará una actividad al usuario que cree la actividad." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:179 +msgid "Default summary" +msgstr "Resumen predeterminado" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:181 +msgid "" +"To include notes whenever this activity type is created, enter them into the" +" :guilabel:`Default Summary` field." +msgstr "" +"Para incluir notas al crear este tipo de actividad debe ingresarlas en el " +"campo :guilabel:`Resumen predeterminado`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:185 +msgid "" +"The information in the :guilabel:`Default User` and :guilabel:`Default " +"Summary` fields are included when an activity is created. However, they can " +"be altered before the activity is scheduled or saved." +msgstr "" +"La información en los campos :guilabel:`Usuario predeterminado` y " +":guilabel:`Resumen predeterminado` se incluye en la actividad creada. Sin " +"embargo, se pueden alterar antes de que la actividad se programe o se " +"guarde." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:190 +msgid "Next activity" +msgstr "Siguiente actividad" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:192 +msgid "" +"To automatically suggest, or trigger, a new activity after an activity has " +"been marked complete, the :guilabel:`Chaining Type` must be set." +msgstr "" +"Para sugerir o activar una actividad de manera automática después de que una" +" actividad se marca como completada, se debe configurar el :guilabel:`Tipo " +"de encadenamiento`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:196 +msgid "Suggest next activity" +msgstr "Sugerir la siguiente actividad" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:198 +msgid "" +"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " +"Activity`. Upon doing so, the field underneath changes to: " +":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " +"select any activities to recommend as follow-up tasks to this activity type." +msgstr "" +"En el campo :guilabel:`Tipo de encadenamiento` seleccione :guilabel:`Sugerir" +" siguiente actividad`. Al hacerlo, el campo de abajo cambiará a " +":guilabel:`Sugerir`. Haga clic en este campo para seleccionar las " +"actividades que recomienda como actividades que le sigan a este tipo de " +"actividad." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:202 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:230 +msgid "" +"In the :guilabel:`Schedule` field, choose a default deadline for these " +"activities. To do so, configure a desired number of :guilabel:`Days`, " +":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " +":guilabel:`after completion date` or :guilabel:`after previous activity " +"deadline`." +msgstr "" +"En el campo :guilabel:`Horario` seleccione una fecha límite predeterminada " +"para estas actividades. Para hacerlo, configure un número específico de " +":guilabel:`Días`, :guilabel:`Semanas`, o :guilabel:`Meses`. Después, decida " +"si debe pasar :guilabel:`después de la fecha de finalización` o " +":guilabel:`después de la fecha límite de actividad anterior`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:207 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:235 +msgid "" +"This :guilabel:`Schedule` field information can be altered before the " +"activity is scheduled." +msgstr "" +"Puede alterar la información del campo :guilabel:`Horario` antes de agendar " +"la actividad." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:209 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:237 +msgid "When all configurations are complete, click :guilabel:`Save`." +msgstr "" +"Al completar todas las configuraciones, haga clic en :guilabel:`Guardar`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "Schedule activity popup with emphasis on recommended activities." +msgstr "" +"Ventana emergente de actividad programada con las actividades recomendadas " +"resaltadas." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:216 +msgid "" +"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " +"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " +"users are presented with recommendations for activities as next steps." +msgstr "" +"Si una actividad tiene el :guilabel:`Tipo de encadenamiento` configurado " +"como :guilabel:`Sugerir siguiente actividad` y tiene actividades enlistadas " +"en el campo :guilabel:`Sugerir`, los usuarios obtendrán recomendaciones de " +"actividades que pueden ser el siguiente paso." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:221 +msgid "Trigger next activity" +msgstr "Activar la siguiente actividad" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:223 +msgid "" +"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " +"immediately launches the next activity once the previous one is completed." +msgstr "" +"Si configura el :guilabel:`Tipo de encadenamiento` a :guilabel:`Activar " +"siguiente actividad` hara que la siguiente actividad se active de inmediato " +"una vez que la actividad previa se termine." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:226 +msgid "" +"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " +"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " +":guilabel:`Trigger` field drop-down menu, select the activity that should be" +" launched once this activity is completed." +msgstr "" +"Si selecciona :guilabel:`Activar la siguiente actividad` en el campo " +":guilabel:`Tipo de encadenamiento`, el campo de abajo cambiará a " +":guilabel:`Activador`. Desde el menú desplegable del campo " +":guilabel:`Activador` seleccione la actividad que se debería iniciar una vez" +" que esta actividad se complete." #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "" -"View of an activity type form emphasizing the field recommended next activities for Odoo\n" -"Discuss" +"Schedule new activity popup with emphasis on Done and launch next button." msgstr "" -"Imagen de un formulario de tipo de actividad donde se enfatiza el campo actividades recomendadas para Conversaciones\n" -"de Odoo" +"Ventana emergente de programar siguiente información con énfasis en el botón" +" Hecho y continúe con el siguiente." -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:55 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:244 msgid "" -"Once the respective activity is completed, select *Done & Schedule Next* and" -" next steps are suggested to you." +"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" +" Next Activity`, marking the activity as `Done` immediately launches the " +"next activity listed in the :guilabel:`Trigger` field." msgstr "" -"Una vez que se complete la actividad respectiva, seleccione *Hecho y " -"Programar Siguiente* y se le sugieren los siguientes pasos." +"Cuando una actividad tiene el :guilabel:`Tipo de encadenamiento` como " +":guilabel:`Activar siguiente actividad`, marque la actividad como `Lista` " +"para iniciar la siguiente actividad enlistada en el campo " +":guilabel:`Activador`." -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of an activity being schedule emphasizing the recommended activities field being\n" -"shown for Odoo Discuss" -msgstr "" -"Imagen de una actividad que se está programando donde se resalta el campo de actividades\n" -"recomendadas en la aplicación Conversaciones de Odoo." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:64 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:249 #: ../../content/applications/productivity/discuss/overview/team_communication.rst:98 msgid ":doc:`get_started`" msgstr ":doc:`get_started`" @@ -1591,8 +2032,35 @@ msgstr ":doc:`plan_activities`" msgid "Internet of Things (IoT)" msgstr "Internet de las cosas (IoT)" +#: ../../content/applications/productivity/iot.rst:17 +msgid "" +"The Open Platform Communications (OPC) Unified Architecture (UA) protocol is" +" now supported by the :abbr:`IoT (Internet of Things)` box. :abbr:`OPC (Open" +" Platform Communications)` :abbr:`UA (United Architecture)` is an open " +"standard that specifies information exchange for industrial communication on" +" devices, between machines and between systems. This includes communication " +"between information technology and operational technology. :abbr:`OPC (Open " +"Platform Communications)` :abbr:`UA (United Architecture)` can be used with " +"any software platform, on a wide variety of devices, and deployed securely. " +"The :abbr:`IoT (Internet of Things)` box has entered the world of the " +"Industry 4.0 standard and can be utilized in a wide variety of industries, " +"and for things like building automation, packaging, utilities, etc." +msgstr "" +"El protocolo de la Arquitectura Unificada de Comunicaciones de Plataforma " +"Abierta (OPC UA, por sus siglas en inglés) ahora es compatible con la caja " +"IoT. La :abbr:`OPC UA (Arquitectura Unificada de Comunicaciones de " +"Plataforma Abierta)` es un estándar abierto que especifica el intercambio de" +" información para la comunicación industrial en los dispositivos, entre " +"maquinas y sistemas. Esto incluye la comunicación entre la tecnología de la " +"información y la tecnología operacional. La OPC UA se puede usar en " +"cualquier plataforma de software, en una gran variedad de dispositivos, y se" +" implementa de manera segura. La caja IoT forma parte de la estandarización " +"para la Industria 4.0 y se puede utilizar en muchos sectores distintos, " +"además también es útil para cosas como la automatización de edificios, de " +"embalaje y de servicios públicos, entre otras. " + #: ../../content/applications/productivity/iot/config.rst:5 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:6 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:10 msgid "Configuration" msgstr "Configuración" @@ -5358,7 +5826,18 @@ msgstr "" msgid "Outlook Plugin" msgstr "Plugin de Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:8 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:5 +msgid "" +"Outlook allows for third-party applications to connect in order to execute " +"database actions from emails. Odoo has a plugin for Outlook that allows for " +"the creation of an opportunity from the email panel." +msgstr "" +"Outlook permite la conexión con aplicaciones de terceros para ejecutar " +"acciones de la base de datos desde los correos electrónicos. Odoo tiene un " +"plug in para Outlook que permite crear una oportunidad desde el panel de " +"correo electrónico. " + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:12 msgid "" "The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both" " on Odoo and Outlook." @@ -5366,194 +5845,204 @@ msgstr "" "El :doc:`plugin de correo <../mail_plugins>` de Outlook se debe configurar " "tanto en Odoo como en Outlook." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:17 msgid "Enable Mail Plugin" msgstr "Habilitar el plugin de correo" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:19 msgid "" -"First, you need to enable the *Mail Plugin* feature in your database. Go to " +"First, enable the *Mail Plugin* feature in the database. Go to " ":menuselection:`Settings --> General Settings --> Integrations`, enable " -"*Mail Plugin*, and *Save* the configuration." +":guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration." msgstr "" -"Primero, debe habilitar la función de *plugin de correo* en su base de " +"Primero, active la función *Plugin de correo electrónico* en la base de " "datos. Vaya a :menuselection:`Ajustes --> Ajustes generales --> " -"Integraciones`, habilite el *plugin de correo*, y *guarde* la configuración." +"Integraciones`, active el :guilabel:`Plugin de correo electrónico` y " +":guilabel:`Guarde` la configuración." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:21 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:25 msgid "Install the Outlook Plugin" msgstr "Instalar el plugin de Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:23 -msgid "Open your Outlook mailbox and select any email." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:27 +msgid "" +"Download (:menuselection:`Save Page As --> Web Page XML only`) the following" +" XML file to upload later: " +"`https://download.odoocdn.com/plugins/outlook/manifest.xml " +"`_." msgstr "" -"Abra su bandeja de entrada de Outlook y seleccione cualquier correo " -"electrónico." +"Descargue (:menuselection:`Guardar página como --> Solo página Web XML`) el " +"siguiente archivo XML para subirlas después: " +"`https://download.odoocdn.com/plugins/outlook/manifest.xml " +"`_." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:25 -msgid "Click on the *More actions* button and select *Get Add-ins*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:31 +msgid "" +"Next, open the Outlook mailbox, and select any email. After completing this," +" click on the :guilabel:`More actions` button in the upper right-side and " +"select :guilabel:`Get Add-ins`." msgstr "" -"Haga clic en el botón de *Más acciones* y seleccione *Obtener complementos*." +"Después, abra la bandeja de entrada de Outlook y seleccione cualquier " +"correo. Para completar esto haga clic en el botón :guilabel:`Más acciones` " +"del lado derecho superior y haga clic en :guilabel:`Obtener agregados`. " -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "More actions button in Outlook" msgstr "Botón de \"Más acciones\" en Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:31 -msgid "Select the *My add-ins* tab." -msgstr "Seleccione la pestaña de *Mis complementos*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:38 +msgid "" +"Following this step, select the :guilabel:`My add-ins` tab on the left-side." +msgstr "" +"Siguiendo estos pasos, seleccione la pestaña :guilabel:`Mis agregados` del " +"lado izquierdo. " -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "My add-ins in Outlook" msgstr "Mis complementos en Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:37 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:44 msgid "" -"Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add " -"from URL...*" +"Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ " +"Add a custom add-in`, and then on :guilabel:`Add from file...`" msgstr "" -"En *Complementos personalizados*, haga clic en *+ Agregar un complemento " -"personalizado* y luego en *Agregar desde dirección URL...*" +"En la sección de abajo :guilabel:`Agregados personalizados`, haga clic en " +":guilabel:`+ Agregado personalizado` y luego en :guilabel:`Agregar desde " +"archivo...`" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-ins in Outlook" msgstr "Complementos personalizados en Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:43 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:51 msgid "" -"Enter the following URL " -"`https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` and press " -"*OK*." +"For the next step, attach the `manifest.xml` file downloaded above, and " +"press :guilabel:`OK`. Next, read the warning and click on " +":guilabel:`Install`." msgstr "" -"Introduzca el siguiente URL " -"`https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` y haga clic " -"en *de acuerdo*." +"Para el siguiente paso, adjunte el archivo `manifest.xml` que descargó " +"antes y haga clic en :guilabel:`OK`. Después, lea la advertencia y haga clic" +" en :guilabel:`Instalar`. " -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering the add-in URL in Outlook" -msgstr "Introducir el URL del complemento en Outlook" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:50 -msgid "Read the warning and click on *Install*." -msgstr "Lea la advertencia y haga clic en *Instalar*." - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-in installation warning in Outlook" msgstr "Advertencia de instalación de complemento personalizado en Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:59 -msgid "Connect your database" -msgstr "Conectar su base de datos" - #: ../../content/applications/productivity/mail_plugins/outlook.rst:61 -msgid "" -"Open any email in your Outlook mailbox, click on the *More actions* button, " -"and select *Odoo for Outlook*." -msgstr "" -"Abra cualquier correo electrónico en su bandeja de entrada de Outlook, haga " -"clic en el botón de *Más acciones* y seleccione *Odoo para Outlook*." +msgid "Connect the database" +msgstr "Conectar la base de datos" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:63 +msgid "" +"Now, Outlook will be connected to the Odoo database. First, open any email " +"in the Outlook mailbox, click on the :guilabel:`More actions` button in the " +"upper right-side, and select :guilabel:`Odoo for Outlook`." +msgstr "" +"Ahora, Outlook estará conectado con la base de datos de Odoo. Primero, abra " +"cualquier correo en la bandeja de entrada de Outlook, haga clic en el botón " +":guilabel:`Más acciones` del lado derecho superior y seleccione " +":guilabel:`Odoo para Outlook`. " + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook add-in button" msgstr "Botón del complemento de Odoo para Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:71 msgid "" "The right-side panel can now display **Company Insights**. At the bottom, " -"click on *Login*." +"click on :guilabel:`Login`." msgstr "" -"En el panel ubicado a la derecha ahora aparece una opción de **Información " -"de la empresa**. Al final de la página, haga clic en *Iniciar sesión*." +"En el panel ubicado a la derecha ahora aparece la **información de la " +"empresa**. Al final de la página, haga clic en :guilabel:`Iniciar sesión`." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Logging in your Odoo database" -msgstr "Inicio de sesión en su base de datos de Odoo" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 -msgid "" -"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" -" available as a trial. This feature requires :ref:`prepaid credits " -"`." -msgstr "" -"Solo está disponible una cantidad limitada de solicitudes de *Información de" -" la empresa* (*Enriquecimiento de leads*) como prueba. Esta función requiere" -" :ref:`créditos prepagados `." +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Logging in the Odoo database" +msgstr "Inicie sesión en su base de datos de Odoo" #: ../../content/applications/productivity/mail_plugins/outlook.rst:79 msgid "" -"If, after a short while, the panel is still empty, it is possible that your " +"Only a limited amount of **Company Insights** (*Lead Enrichment*) requests " +"are available as a trial database. This feature requires :ref:`prepaid " +"credits `." +msgstr "" +"Solo está disponible una cantidad limitada de solicitudes de **información " +"de la empresa** (*Enriquecimiento de leads*) como prueba. Esta función " +"requiere :ref:`créditos prepagados `." + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:83 +msgid "" +"If, after a short while, the panel is still empty, it is possible that the " "browser cookie settings prevented it from loading. Note that these settings " -"also change if you are in \"Incognito\" mode on your browser." +"also change if the browser is in \"Incognito\" mode." msgstr "" "Si después de un rato el panel sigue vacío, es posible que los ajustes de " "cookies de su navegador evitaron que cargara. Tome en cuenta que estos " -"ajustes también cambian si está en el modo de \"Navegación privada\" de su " +"ajustes también cambian si está en el modo de \"navegación privada\" de su " "navegador." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:84 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:87 msgid "" -"To fix this issue, configure your browser to always allow cookies on Odoo's " +"To fix this issue, configure the browser to always allow cookies on Odoo's " "plugin page." msgstr "" -"Para arreglar este problema, configure su navegador para que siempre permita" -" cookies en la página de complementos de Odoo." +"Para solucionar este problema, configure el navegador para que siempre " +"permita cookies en la página de complementos de Odoo." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:86 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:89 msgid "" -"For Google Chrome, you can do so by following the guide at: " -"`https://support.google.com/chrome/answer/95647 " -"`_" -" and adding `download.odoo.com` to the list of `Sites that can always use " +"For Google Chrome, change the browser cookie settings by following the guide" +" at: `https://support.google.com/chrome/answer/95647 " +"`_ and adding " +"`download.odoo.com` to the list of :guilabel:`Sites that can always use " "cookies`." msgstr "" -"En Google Chrome, puede hacerlo al seguir esta guía: " -"`https://support.google.com/chrome/answer/95647 " -"`_" -" y agregar `download.odoo.com` a la lista de `Sitios que siempre pueden usar" -" cookies`." +"Para Google Chrome, siga las siguientes instrucciones para cambiar los " +"ajustes de cookies: `https://support.google.com/chrome/answer/95647 " +"`_ y agregue " +"`download.odoo.com` a la lista de :guilabel:`Sitios que siempre pueden usar " +"cookies`." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:90 -msgid "Once done, the Outlook panel needs to be opened again." -msgstr "Una vez hecho esto, debe abrir el panel de Outlook otra vez." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:94 +msgid "Once this is complete, the Outlook panel needs to be opened again." +msgstr "Ahora ya puede abrir el panel de Outlook otra vez." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 -msgid "Enter your Odoo database URL and click on *Login*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:96 +msgid "Now, enter the Odoo database URL and click on :guilabel:`Login`." msgstr "" -"Introduzca el URL de su base de datos de Odoo y haga clic en *Iniciar " -"sesión*." +"Ahora, ingrese el URL de la base de datos de Odoo y haga clic en " +":guilabel:`iniciar sesión`." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering your Odoo database URL" -msgstr "Introducir el URL de su base de datos de Odoo" +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Entering the Odoo database URL" +msgstr "Ingresar la URL de la base de datos de Odoo." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:99 -msgid "Click on *Allow* to open the pop-up window." -msgstr "Haga clic en *Permitir* para abrir la ventana emergente." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:102 +msgid "Next, click on :guilabel:`Allow` to open the pop-up window." +msgstr "" +"Ahora, haga clic en :guilabel:`Permitir` para abrir la ventana emergente." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "New window pop-up warning" msgstr "Advertencia de nueva ventana emergente" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 -msgid "If you aren't logged into your database, enter your credentials." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:108 +msgid "" +"If the user isn't logged into the database, enter the credentials. Click on " +":guilabel:`Allow` to let the Outlook Plugin connect to the database." msgstr "" -"Si no ha iniciado sesión en su base de datos, introduzca sus credenciales." +"Si el usuario no ha iniciado sesión en la base de datos, ingrese las " +"credenciales. Haga clic en :guilabel:`Permitir` para dejar que el plugin de " +"Outlook se conecte a la base de datos." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:107 -msgid "Click on *Allow* to let the Outlook Plugin connect to your database." -msgstr "" -"Haga clic en *Permitir* para que el plugin de Outlook se conecte con su base" -" de datos." - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Allowing the Outlook Plugin to connect to a database" msgstr "Permitir al plugin de Outlook conectarse a la base de datos" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:116 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 msgid "Add a shortcut to the plugin" msgstr "Agregar un atajo al plugin" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:120 msgid "" "By default, the Outlook Plugin can be opened from the *More actions* menu. " "However, to save time, it's possible to add it next to the other default " @@ -5563,33 +6052,55 @@ msgstr "" "de *Más acciones*. Sin embargo, para ahorrar tiempo, es posible agregarlo al" " lado de las demás acciones predeterminadas." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:121 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:123 msgid "" -"In your Outlook mailbox, click on *Settings*, then on *View all Outlook " -"settings*." +"In the Outlook mailbox, click on :guilabel:`Settings`, then on " +":guilabel:`View all Outlook settings`." msgstr "" -"En su bandeja de entrada de Outlook, haga clic en *Ajustes* luego en *Ver " -"todos los ajustes de Outlook*." +"En la bandeja de entrada de Outlook, haga clic en :guilabel:`Ajustes` y " +"después en :guilabel:`Ver todos los ajustes de Outlook`." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Viewing all Outlook settings" msgstr "Ver todos los ajustes de Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:127 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:130 msgid "" -"Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and " -"then *Save*." +"Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on " +":guilabel:`Odoo for Outlook`, and then :guilabel:`Save`." msgstr "" -"Seleccione *Personalizar acciones* en *Correo*, haga clic en *Odoo para " -"Outlook* y luego en *Guardar*." +"Ahora, seleccione :guilabel:`Personalizar acciones` en :guilabel:`Correo`, " +"haga clic en :guilabel:`Odoo para Outlook` y después en :guilabel:`Guardar`." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook customized action" msgstr "Acción personalizada de Odoo para Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:133 -msgid "Open any email; the shortcut should be displayed." -msgstr "Abra cualquier correo, el atajo debe aparecer." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:137 +msgid "Following this step, open any email; the shortcut should be displayed." +msgstr "" +"Después de seguir estos pasos, abra cualquier correo y el atajo ya debería " +"de aparecer." + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:144 +msgid "Using the plugin" +msgstr "Uso del plugin" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:146 +msgid "" +"Now that the plug-in is installed and operational, all that needs to be done" +" to create a lead is to click on the `O` [Odoo icon] or navigate to " +":guilabel:`More actions` and click on :guilabel:`Odoo for Outlook`. The side" +" panel will appear on the right-side, and under :guilabel:`Opportunities` " +"click on :guilabel:`New`. A new window with the created opportunity in the " +"Odoo database will populate." +msgstr "" +"Ya que haya instalado el plug-in y esté funcionando, todo lo que necesita " +"hacer para crear un lead es hacer clic en le `O` [icono de Odoo] o ir a " +":guilabel:`Más acciones` y hacer clic en :guilabel:`Odoo para Outlook`. El " +"panel lateral aparecerá en el lado derecho y en :guilabel:`Oportunidades` " +"haga clic en :guilabel:`Nueva`. Aparecerá una nueva ventana con la " +"oportunidad creada en la base de datos de Odoo." #: ../../content/applications/productivity/studio.rst:6 msgid "Studio" @@ -5883,10 +6394,6 @@ msgstr "" "Defina en qué registros del modelo se aplicará la acción automatizada. " "Funciona de la misma forma que cuando se aplican filtros en un modelo." -#: ../../content/applications/productivity/studio/automated_actions.rst:134 -msgid "Action" -msgstr "Acción" - #: ../../content/applications/productivity/studio/automated_actions.rst:136 msgid "" "Determine what the automated action should do (server action). There are " diff --git a/locale/es/LC_MESSAGES/sales.po b/locale/es/LC_MESSAGES/sales.po index fc1170cb0..53af50568 100644 --- a/locale/es/LC_MESSAGES/sales.po +++ b/locale/es/LC_MESSAGES/sales.po @@ -17,24 +17,24 @@ # Pedro M. Baeza , 2023 # Marian Cuadra, 2023 # Aimée Mendoza Sánchez, 2023 -# Braulio D. López Vázquez , 2023 # Leonardo J. Caballero G. , 2023 # Josep Anton Belchi, 2023 # Martin Trigaux, 2023 # Iran Villalobos López, 2023 # Wil Odoo, 2023 +# Fernanda Alvarez, 2023 +# Braulio D. López Vázquez , 2023 # Patricia Gutiérrez Capetillo , 2023 # Lucia Pacheco, 2023 -# Fernanda Alvarez, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" -"Last-Translator: Fernanda Alvarez, 2023\n" +"Last-Translator: Lucia Pacheco, 2023\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -108,7 +108,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:16 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 @@ -1291,13 +1291,14 @@ msgstr "Administra oportunidades perdidas" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" -"While working with your opportunities, you might lose some of them. You will" -" want to keep track of the reasons you lost them and also which ways Odoo " -"can help you recover them in the future." +"Not all opportunities result in successful sales. In order to keep the " +"pipeline up to date, lost opportunities need to be identified. Specifying " +"the reason why an opportunity was lost provides additional insight that can " +"prove useful for future opportunities." msgstr "" -"Al trabajar con sus oportunidades es posible que pierda algunas de ellas. " -"Querrá saber las razones por las que las perdió y también qué caminos Odoo " -"puede tomar para ayudarle a recuperarlas en el futuro." +"No todas las oportunidades resultan en una venta. Para mantener el flujo " +"actualizado debe identificar las oportunidades perdidas. Saber por qué se " +"perdió una oportunidad puede ser muy util para futuras oportunidades." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark a lead as lost" @@ -1305,107 +1306,275 @@ msgstr "Marque un lead como perdido" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" -"While in your pipeline, select any opportunity you want and you will see a " -"*Mark Lost* button." +"To mark a lead as lost, open the :menuselection:`CRM` application, and " +"select a lead from the pipeline, by clicking on its corresponding kanban " +"card. Doing so reveals that lead's detail form." msgstr "" -"Al estar en su flujo seleccione cualquier oportunidad y verá un botón " -"llamado *Marcar como perdido*." +"Para marcar un lead como perdido, abra la aplicación :menuselection:`CRM` y " +"seleccione un lead del flujo. De esta manera podrá ver el formulario de " +"detalles del lead." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15 msgid "" -"You can then select an existing *Lost Reason* or create a new one right " -"there." +"Then, click :guilabel:`Lost`, located at the top of the lead's detail form." msgstr "" -"Ahora podrá seleccionar una *Motivo de pérdida* existente o crear una nueva " -"ahí mismo." +"Después, haga clic en el botón :guilabel:`Perdido` que podrá encontrar en la" +" parte superior del formulario del lead." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22 -msgid "Manage & create lost reasons" -msgstr "Administre y cree motivos de las pérdidas" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:24 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" -"You will find your *Lost Reasons* under :menuselection:`Configuration --> " -"Lost Reasons`." +"Buttons from the top of an opportunity record with the lost button " +"emphasized." msgstr "" -"Encontrará los *Motivos de pérdida* en :menuselection:`Configuración --> " -"Motivos de pérdida`." +"Imagen de lo botones en la parte superior del registro de una oportunidad " +"con énfasis en el botón perdido." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:21 msgid "" -"You can select & rename any of them as well as create a new one from there." +"This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an " +"existing lost reason. If no applicable reason is available, create a new one" +" by entering it into the :guilabel:`Lost Reason` field, and clicking " +":guilabel:`Create`." msgstr "" -"Puede seleccionar y cambiar el nombre de cualquiera de ellos, así como crear" -" uno nuevo desde allí." +"Esto abrirá la ventana emergente donde encontrará un campo de " +":guilabel:`Motivo de pérdida`. En el menú desplegable, seleccione un motivo " +"de pérdida existente. Si ninguno de los motivos que se muestran aplican para" +" este caso puede crear uno, solo lo tiene que ingresar en el campo " +":guilabel:`Motivo de pérdida` y haga clic en :guilabel:`Crear`." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30 -msgid "Retrieve lost opportunities" -msgstr "Recuperar las oportunidades perdidas" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:32 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:25 msgid "" -"To retrieve lost opportunities and do actions on them (send an email, make a" -" feedback call, etc.), select the *Lost* filter in the search bar." +"Additional notes and comments can be added below the lost reason designated " +"in the :guilabel:`Lost Reason` field." msgstr "" -"Para recuperar las oportunidades perdidas y hacer acciones en ellas (como " -"enviar un correo, hacer una llamada de retroalimentación, etc.), seleccione " -"el filtro de *Perdidas* en la barra de búsqueda." +"Puede agregar notas o comentarios en donde dice nota de cierre, abajo del " +"campo :guilabel:`Motivo de pérdida`." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:28 +msgid "" +"When all the desired information has been entered in the :guilabel:`Lost " +"Reason` pop-up window, click :guilabel:`Submit`." +msgstr "" +"Una vez que haya ingresado la información deseada en la ventana emergente de" +" :guilabel:`Motivo de pérdida`, haga clic en :guilabel:`Marcar como " +"perdido`." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost reasons popup with sample reasons." +msgstr "" +"Ventana emergente donde poner el motivo de pérdida con motivos de ejemplo." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:35 +msgid "" +"Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo " +"returns to the lead detail form, where a new red :guilabel:`Lost` banner is " +"now present in the upper-right corner of the lead." +msgstr "" +"Al hacer clic en :guilabel:`Marcar como perdido` la ventana emergente " +"desaparecerá y Odoo lo llevará de vuelta al formulario de detalles del lead," +" donde aparecerá un nuevo listón de :guilabel:`Perdido` en la esquina " +"superior derecha del lead." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 -msgid "You will then see all your lost opportunities." -msgstr "Luego verá todas sus oportunidades perdidas." +msgid "Create/edit lost reasons" +msgstr "Creación y edición de motivos de pérdida" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" -"If you want to refine them further, you can add a filter on the *Lost " -"Reason*." +"To create a new lost reason, or edit an existing one, navigate to " +":menuselection:`CRM app --> Configuration --> Lost Reasons`." msgstr "" -"Si quiere refinarlas aún más, puede añadir un filtro sobre el *Motivo de " -"pérdida*." +"Para crear un nuevo motivo de pérdida, o editar uno existente, vaya a la " +"aplicación :menuselection:`CRM --> Configuración --> Motivos de pérdida`." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44 -msgid "For Example, *Too Expensive*." -msgstr "Por ejemplo, *muy caro*." - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:50 -msgid "Restore lost opportunities" -msgstr "Restablecer las oportunidades perdidas" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:52 msgid "" -"From the Kanban view with the filter(s) in place, you can select any " -"opportunity you wish and work on it as usual. You can also restore it by " -"clicking on *Archived*." +"To edit an existing reason, click on the reason that should be modified. " +"When clicked, that reason becomes highlighted. Once highlighted, change the " +"description of the selected lost reason by editing the " +":guilabel:`Description` field. When done, click :guilabel:`Save` in the " +"upper-left corner." msgstr "" -"Puede seleccionar la oportunidad en la que quiere trabajar desde la vista " -"Kanban con los filtros activados, como siempre. También puede restaurar la " -"oportunidad si da clic en *Archivado*." +"Para editar un motivo existente, haga clic en el motivo que se debería " +"modificar. Una vez que lo seleccione, cambie la descripción del motivo en el" +" campo :guilabel:`Descripción`. Una vez que termine, haga clic en el botón " +":guilabel:`Guardar` ubicado en la esquina superior derecha." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:59 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:48 msgid "" -"You can also restore items in batch from the Kanban view when they belong to" -" the same stage. Select *Restore Records* in the column options. You can " -"also archive the same way." +"To create a new lost reason, click :guilabel:`Create` in the upper-left " +"corner of the :guilabel:`Lost Reasons` page. Doing so reveals a new blank " +"line in the :guilabel:`Description` field. Then, proceed to type in the new " +"lost reason in that new line. Once ready, click :guilabel:`Save`." msgstr "" -"También puede restaurar artículos en lote desde la vista de Kanban si " -"pertenecen a la misma etapa. Seleccione *restaurar registros* en la columna " -"de opciones. También las puede archivar de la misma manera." +"Para crear un nuevo motivo de pérdida, haga clic en el botón " +":guilabel:`Nuevo` en la esquina superior izquierda de la página " +":guilabel:`Motivos de pérdida`. Así se mostrará una nueva línea en blanco en" +" el campo :guilabel:`Descripción` donde podrá escribir un nuevo motivo de " +"pérdida en esa línea nueva. Una vez que haya terminado, haga clic en " +":guilabel:`Guardar`." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66 -msgid "To select specific opportunities, you should switch to the list view." +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54 +msgid "Retrieve lost opportunities" +msgstr "Recuperar las oportunidades perdidas" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:56 +msgid "" +"To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM " +"app` to the main :guilabel:`Pipeline` dashboard. Then, click the " +":guilabel:`Filters` drop-down menu, located beneath the search bar." msgstr "" -"Para seleccionar oportunidades específicas, debe cambiar a la vista de " -"lista." +"Para recuperar oportunidades perdidas en la aplicación *CRM* de Odoo, abra " +"la :guilabel:`aplicación CRM` y quédese en el tablero principal llamado " +":guilabel:`Flujo`. Una vez aquí, haga clic en el menú desplegable " +":guilabel:`Filtos` que se encuentra en la barra de búsqueda." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with lost filter emphasized." +msgstr "Barra de búsqueda con el filtro de oportunidades perdidas resaltado." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 +msgid "" +"From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` " +"option. Upon selecting :guilabel:`Lost`, only the leads that have been " +"marked as `Lost` appear on the :guilabel:`Pipeline` page." +msgstr "" +"En el menú desplegable :guilabel:`Filtros` seleccione la opción " +":guilabel:`Perdido`. Al hacerlo, en la página :guilabel:`Flujo` solo podrá " +"ver los leads que se hayan marcado como :guilabel:`perdidas`." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 +msgid "" +"To filter leads by a specific lost reason, select :menuselection:`Filters " +"--> Add Custom Filter`. Doing so reveals another drop-down menu with three " +"fields." +msgstr "" +"Para filtrar leads por un motivo específico de pérdida, seleccione " +":menuselection:`Filtros --> Agregar filtro personalizado`. Al hacerlo " +"aparecerá una ventana emergente con tres nuevos filtros." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71 msgid "" -"Then you can select as many or all opportunities and select the actions you " -"want to take." +"In the top field drop-down menu, select :guilabel:`Lost Reason`. In the " +"second field drop-down menu, select :guilabel:`Contains`. Then, in the third" +" field of the :guilabel:`Add Custom Field` sub menu, type in the specific " +"keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking " +":guilabel:`Apply`, Odoo reveals all the lost leads with a reason that " +"contains that specified keyword(s)." msgstr "" -"Después puede seleccionar tantas oportunidades como quiera, incluso todas, y" -" después elegir las acciones que quiera realizar." +"En el menú desplegable del primer campo, seleccione :guilabel:`Motivo de " +"pérdida`. En el menú desplegable del segundo campo, seleccione " +":guilabel:`Contiene`. Después, en el tercer campo de la ventana emergente " +":guilabel:`Agregar campo personalizado` escriba las palabras clave " +"específicas. Para finalizar, haga clic en :guilabel:`Agregar`, al hacer " +"esto, Odoo mostrará todos los leads perdidos que contengan las palabras " +"clave que especificó." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:78 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with custom filter added for lost reason." +msgstr "" +"Barra de búsqueda con un filtro personalizado agregado para motivo de " +"pérdida" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81 +msgid "Restore lost opportunities" +msgstr "Restablecer las oportunidades perdidas" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 +msgid "" +"To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` " +"dashboard on the *CRM* app, open the :guilabel:`Filters` drop-down menu, and" +" select the :guilabel:`Lost` option. Doing so reveals all the lost " +"opportunities on the :guilabel:`Pipeline` page." +msgstr "" +"Para restaurar una oportunidad perdida, vaya al tablero principal de " +":guilabel:`Flujo` en la aplicación *CRM*, abra el menú desplegable de " +":guilabel:`Filtros` y seleccione la opción :guilabel:`Perdido`. De esta " +"manera se mostrarán las oportunidades :guilabel:`Perdidas` en la página." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:87 +msgid "" +"Then, click on the kanban card of the desired lost opportunity to restore, " +"which opens that lead's detail form." +msgstr "" +"En el kanban haga clic en el panel de la oportunidad perdida para " +"restaurarla; se abrirá el formulario de detalles del lead." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:90 +msgid "" +"From the lost lead's detail form, click :guilabel:`Restore` in the upper-" +"left corner. Doing so removes the red :guilabel:`Lost` banner from the lead " +"form, signifying the lead has been restored." +msgstr "" +"Una vez en el formulario de detalles del lead, haga clic en el botón " +":guilabel:`Restaurar` que se enuentra en la esquina superior izquierda. Así " +"se quitará el listón rojo de :guilabel:`Perdido` del formulario del lead y " +"habrá restaurado la oportunidad." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost opportunity with emphasis on the Restore button." +msgstr "Una oportunidad perdida con el botón Restaurar señalado." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98 +msgid "Restore multiple opportunities at once" +msgstr "Restaurar varias oportunidades al mismo tiempo" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:100 +msgid "" +"To restore multiple opportunities at once, navigate to the main " +":guilabel:`Pipeline` dashboard in the *CRM* app, open the " +":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option." +msgstr "" +"Para restaurar varias oportunidades al mismo tiempo, vaya al tablero " +"principal de :guilabel:`Flujo` en la aplicación *CRM*, abra el menú " +"desplegable de :guilabel:`Filtros` y seleccione la opción " +":guilabel:`Perdido`." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:103 +msgid "" +"Next, select the list view option, which is represented by the three-line " +":guilabel:`☰ (list)` icon in the upper-right corner. Doing so places all the" +" leads from the :guilabel:`Pipeline` page in a list form. With the list form" +" chosen, select the checkbox to the left of each desired opportunity/lead to" +" be restored." +msgstr "" +"Después, seleccione el icono de tres líneas :guilabel:`☰ (lista)` en la " +"esquina superior derecha para activar la vista de lista. Al hacer esto, " +"todos los leads del :guilabel:`Flujo` se mostrarán en forma de lista. " +"Seleccione la casilla de verificación a la izquierda de cada lead u " +"oportunidad que quiere restaurar." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:108 +msgid "" +"Once the desired opportunities/leads have been selected, click the " +":guilabel:`⚙️ Action (gear)` drop-down menu at the top of the " +":guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` drop-down " +"menu, select :guilabel:`Unarchive`." +msgstr "" +"Ya que haya seleccionado los leads u oportunidades deseadas, haga clic en el" +" menú desplegable de :guilabel:`⚙️ Acción (engranaje)` en la parte superior " +"de la página del :guilabel:`Flujo`. Desde el menú desplegable de " +":guilabel:`⚙️ Acción (engranaje)` seleccione :guilabel:`Desarchivar`." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:112 +msgid "" +"Doing so removes those selected lost opportunities from the " +":guilabel:`Pipeline` page because they no longer fit into the `Lost` filter " +"criteria. To reveal these newly-restored leads, delete the `Lost` filter " +"from the search bar." +msgstr "" +"Al hacer esto, las oportunidades seleccionadas desaparecerán de la página " +"del :guilabel:`Flujo` puesto que ya no entran en el filtro `Perdido`. Para " +"volver a ver los leads que acaba de restaurar, quite el filtro de la barra " +"de búsqueda." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Action button from list view with the Unarchive option emphasized." +msgstr "" +"Botón de acción de la vista de lista donde se enfatiza la opción " +"Desarchivar." + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:121 msgid ":doc:`../performance/win_loss`" msgstr ":doc:`../performance/win_loss`" @@ -3874,7 +4043,7 @@ msgstr "" "con esta integración." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:16 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 msgid "Configure the Payment Method" msgstr "Configure el método de pago" @@ -3909,7 +4078,7 @@ msgid "Create a new payment method for the SIX payment terminal." msgstr "Crear un nuevo método de pago para la terminal de pago de SIX." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:37 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:40 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 msgid "Pay with a Payment Terminal" msgstr "Pague con una terminal de pago" @@ -3976,7 +4145,18 @@ msgstr "" "Note que MercuryPay solo funciona con bancos de Estados Unidos y Canadá, lo " "que hace que este procedimiento sea apropiado para empresas norteamericanas." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:18 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +msgid "" +"Vantiv card readers should be purchased exclusively from Vantiv, as certain " +"Vantiv terminals bought on Amazon do not include the correct encryption " +"needed to be used with an Odoo database." +msgstr "" +"Si va a usar los lectores de tarjetas de Vantiv, los debe comprar " +"directamente de Vantiv, ya que muchas terminales de Vantiv que se compran " +"por Amazon no incluyen la encriptación correcta necesaria para que se puedan" +" utilizar con una base de datos de Odoo." + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" "First, go in the general settings of the POS app, and activate the Vantiv " "setting." @@ -3984,7 +4164,7 @@ msgstr "" "Primero vaya a los ajustes generales de la aplicación de PdV y active los " "ajustes de Vantiv." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:24 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 msgid "" "Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "go in the payments section and access your payment methods. Create a new " @@ -3996,7 +4176,7 @@ msgstr "" "nuevo método de pago para Vantiv, seleccione la opción de terminal de pago " "Vantiv y cree nuevas credenciales para Vantiv." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:32 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" "To create new Vantiv credentials, fill in your merchant ID and password, " "then save. Make sure the credentials you just created are selected, then " @@ -4006,7 +4186,7 @@ msgstr "" "comerciante y luego guarde. Asegúrese de que las credenciales que creó están" " seleccionadas y guarde el método de pago." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:42 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 msgid "" "In your PoS interface, at the moment of the payment, select your Vantiv " "payment method and… that’s all." @@ -10514,109 +10694,122 @@ msgstr "" "cambios en la base de datos." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 -msgid "Get paid to confirm an order" -msgstr "Recibir el pago para confirmar una orden" +msgid "Online payment order confirmation" +msgstr "Confirmación de orden de pago en línea" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" -"In general, online payments are considered as a fast and secure alternative " -"to traditional payment methods. It is generally cheaper, easier and faster " -"than other payment methods. It is particularly useful and efficient for " -"international transactions. With Odoo Sales, you can use online payments to " -"get automatic orders confirmation. Online payments are made instantly, so " -"it's very convenient and saves lots of time in a basic sales process." +"With Odoo *Sales*, online payments can be used to get automatic confirmation" +" on orders." msgstr "" -"En general, se considera que los pagos en línea son una alternativa más " -"rápida, barata y segura comparada con los métodos tradicionales de pago. Con" -" la aplicación Ventas de Odoo, puede usar los pagos en línea para " -"automatizar la confirmación de las órdenes. Los pagos en línea se realizan " -"de manera instantánea, lo cual es muy conveniente y ahorra mucho tiempo en " -"el proceso básico de venta." +"Gracias a la aplicación *Ventas* de Odoo puede utilizar los pagos en línea " +"para obtener la confirmación automática de las órdenes." -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:8 msgid "Enable online payment" msgstr "Habilitar el pago en línea" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:14 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "" -"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the" -" **Online Payment** feature." +"Go to :menuselection:`Sales app --> Configuration --> Settings`, scroll to " +"the :guilabel:`Quotations \\& Orders` heading, and activate the " +":guilabel:`Online Payment` feature by checking the box next to it, and " +"clicking :guilabel:`Save`." msgstr "" -"Vaya a :menuselection:`Ventas --> Configuración --> Ajustes` y active la " -"función de **Pago en línea**." +"Entra a la aplicación :menuselection:`Ventas --> Configuración --> Ajustes`," +" vaya hasta el encabezado :guilabel:`Cotizaciones y órdenes`, y active la " +"función :guilabel:`Pago en línea` al seleccionar la casilla junto a ella y " +"presionar en :guilabel:`guardar`." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to enable online payment on Odoo Sales?" -msgstr "¿Cómo habilitar el pago en línea en la aplicación Ventas de Odoo? " +msgid "How to enable online payment on Odoo Sales." +msgstr "Cómo habilitar el pago en línea en la aplicación Ventas de Odoo" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:22 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:18 msgid "" -"There, you will have direct access to the **Payment Acquirers** page. It " -"will allow you to select and configure your acquirers of choice. Before " -"creating or modifying a payment acquirer, be sure to check out our " -"documentation about how to be paid with payment acquirers such as " -":doc:`/applications/finance/payment_acquirers/paypal`, " -":doc:`/applications/finance/payment_acquirers/authorize`, and others in the " -":doc:`/applications/finance/payment_acquirers` documentation." +"After checking the box beside the :guilabel:`Online Payment` feature, a link" +" to the :guilabel:`Payment Acquirers` appears beneath it. Click that link to" +" reveal the entire :guilabel:`Payment Acquirers` page." msgstr "" -"Desde ahí puede acceder directamente a la página de **Métodos de pago**, en " -"la cual podrá seleccionar y configurar sus métodos de elección. Antes de " -"crear o modificar un método de pago, asegúrese de leer nuestra documentación" -" acerca de cómo recibir pagos con los diferentes métodos de pago, por " -"ejemplo :doc:`/applications/finance/payment_acquirers/paypal`, " -":doc:`/applications/finance/payment_acquirers/authorize`, y " -":doc:`/applications/finance/payment_acquirers`." +"Después de marcar la casilla de la función :guilabel:`pago en línea`, " +"aparecerá un enlace que te llevará a la página :guilabel:`métodos de pago`." + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 +msgid "Payment acquirers page in the Odoo Sales application." +msgstr "Página de métodos de pago en la aplicación Ventas de Odoo." + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:26 +msgid "" +"On the :guilabel:`Payment Acquirers` page, payment acquirers can be selected" +" and configured. Before creating (or modifying) a payment acquirer, be sure " +"to review the documentation related to the ways payment acquirers can be " +"used with Odoo, such as:" +msgstr "" +"Puede seleccionar y configurar los métodos de pago en la página de " +":guilabel:`métodos de pago`. Antes de crear (o modificar) un método de pago," +" asegúrese de revisar la documentación relacionada con las formas en que se " +"pueden utilizar los métodos de pago con Odoo, por ejemplo:" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:30 -msgid "" -"If you are familiar with this documentation: :doc:`quote_template`; you can " -"activate or not the **Online Payment** feature for each template you use, " -"under their confirmation tab." -msgstr "" -"Si está familiarizado con esta documentación: :doc:`quote_template`, puede " -"elegir si activar o no la función de **Pago en línea** para cada plantilla, " -"aparecerá bajo su pestaña de confirmación." +msgid ":doc:`../../../finance/payment_acquirers/paypal`" +msgstr ":doc:`../../../finance/payment_acquirers/paypal`" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:31 +msgid ":doc:`../../../finance/payment_acquirers/authorize`" +msgstr ":doc:`../../../finance/payment_acquirers/authorize`" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:32 +msgid ":doc:`../../../finance/payment_acquirers`" +msgstr ":doc:`../../../finance/payment_acquirers`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 +msgid "" +"On quotation templates, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Confirmation` tab." +msgstr "" +"En las plantillas de cotización, la función de :guilabel:`pago en línea` " +"esta ubicada debajo de la pestaña :guilabel:`confirmación`." + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:38 +msgid "" +"On standard quotations, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Other Info` tab." +msgstr "" +"En las cotizaciones estándar, la función :guilabel:`pago en línea` está " +"ubicada en la pestaña :guilabel:`más información`. " + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:42 msgid "Register a payment" msgstr "Registrar un pago" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:37 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:44 msgid "" -"After opening quotations from their received email, your customers will have" -" different possibilities to make their online payments. For example:" +"After opening quotations from the email they receive, customers are " +"presented with different options to make online payments, in the " +":guilabel:`Pay with` section." msgstr "" -"Después de abrir las cotizaciones que llegaron a sus correos electrónicos, " -"sus clientes tendrán varias opciones sobre cómo realizar sus pagos. Por " -"ejemplo:" +"Después de abrir las cotizaciones del correo electrónico que reciben, los " +"clientes verán diferentes opciones para realizar sus pagos en línea en la " +"sección :guilabel:`pagar con`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to register a payment on Odoo Sales?" -msgstr "¿Cómo registrar un pago en la aplicación Ventas de Odoo?" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:46 -msgid "" -"By clicking on the **Customer Preview** button, you will be able to see what" -" your customers will have to choose when it comes to payment." -msgstr "" -"Al hacer clic en el botón **Vista previa del cliente**, podrá ver las " -"opciones de pago que tendrán sus clientes." - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:50 -msgid ":doc:`quote_template`" -msgstr ":doc:`quote_template`" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:51 -msgid ":doc:`/applications/finance/payment_acquirers`" -msgstr ":doc:`/applications/finance/payment_acquirers`" +msgid "How to register a payment on Odoo Sales." +msgstr "Cómo registrar un pago en la aplicación Ventas de Odoo" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:52 -msgid ":doc:`/applications/finance/payment_acquirers/paypal`" -msgstr ":doc:`/applications/finance/payment_acquirers/paypal`" +msgid "" +"Clicking the :guilabel:`Customer Preview` smart button on the quotation form" +" provides a preview of the quotation as the customer sees it, along with the" +" various online payment options they can choose from." +msgstr "" +"Si hace clic en el botón inteligente :guilabel:`vista previa del cliente` en" +" el formulario de cotización se mostrará una vista previa de la cotización " +"tal como la ve el cliente, junto con las diferentes opciones de pago en " +"línea que pueden elegir." -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:53 -msgid ":doc:`/applications/finance/payment_acquirers/authorize`" -msgstr ":doc:`/applications/finance/payment_acquirers/authorize`" +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:57 +msgid ":doc:`quote_template`" +msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" @@ -10918,176 +11111,282 @@ msgstr "" "aplicación Ventas de Odoo." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 -msgid "Use product variants on quotations and sales orders" -msgstr "Uso de variantes de productos en las cotizaciones y órdenes de venta" +msgid "Product variants on quotations and sales orders" +msgstr "Variantes de producto en cotizaciones y órdenes de venta" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Product variants can be added to quotations and sales orders using the " -"Product Configurator, Variant Grid Entry, or both." +"*product configurator*, *variant grid entry*, or both." msgstr "" -"Puede agregar las variantes de productos a las cotizaciones y a las órdenes " -"de venta usando el Configurador de producto, la Entrada de la cuadrícula de " -"variante o ambas. " +"Puede agregar variantes de producto a las cotizaciones y a las órdenes de " +"venta gracias al *configurador de producto*, la *entrada de la tabla de " +"variante* o ambas. " #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:11 msgid "" "To enable product variants on quotations and sales orders, go to " -":menuselection:`Sales --> Configuration --> Settings --> Product Catalog` " -"and activate one or both of the :guilabel:`Product Configurator` and " -":guilabel:`Variant Grid Entry` settings. Finally, click :guilabel:`Save` to " -"apply the settings." +":menuselection:`Sales app --> Configuration --> Settings`, and under the " +":guilabel:`Product Catalog` heading, activate one (or both) of the " +":guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` " +"settings. Finally, click :guilabel:`Save` to apply the settings." msgstr "" -"Para activar las variantes de productos en las cotizaciones y órdenes de " -"ventas, vaya a :menuselection:`Ventas --> Configuración --> Ajustes --> " -"Catálogo de productos` y active uno o ambos ajustes del " -":guilabel:`Configurador de producto` y de :guilabel:`Entrada de la " -"cuadrícula de variante`. Por último, haga clic en :guilabel:`Guardar` para " -"aplicar los ajustes. " +"Si desea habilitar las variantes de producto en las cotizaciones y órdenes " +"de venta, vaya a la aplicación :menuselection: `Ventas -> Configuración -> " +"Configuración` y bajo el encabezado :guilabel:`catálogo de productos`, " +"active una o ambas configuraciones del :guilabel:`configurador de productos`" +" y :guilabel:`entrada de la tabla de variante`. Por último, haga clic en " +":guilabel:`guardar` para aplicar las configuraciones." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Activating entry type settings." msgstr "Activar los ajustes de tipo de entrada." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:20 -msgid "" -"After saving the settings, configure the product form. Head over to " -":menuselection:`Sales --> Products --> Products` and select any product (or " -"click :guilabel:`Create` to create a new one). On the product form, click " -":guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under " -":guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " -"Configurator` or :guilabel:`Order Grid Entry`. This selection determines " -"which method is used to add the product to quotations or sales orders. " -"Finally, click :guilabel:`Save` to apply the setting." +msgid "After saving the settings, it's time to configure the product form." msgstr "" -"Después de guardar los ajustes, configure el formulario del producto. Vaya a" -" :menuselection:`Ventas --> Productos --> Productos` y seleccione cualquier " -"producto (o haga clic en :guilabel:`Crear` para crear uno nuevo). En el " -"formulario del producto, haga clic en :guilabel:`Editar` y luego en la " -"pestaña :guilabel:`Variantes`. En la :guilabel:`Selección de variantes de " -"ventas`, seleccione ya sea :guilabel:`Configurador de producto` o " -":guilabel:`Entrada en la tabla de órdenes`. Esta selección determina qué " -"método se usa para agregar el producto a las cotizaciones o a las ordenes de" -" ventas. Haga clic en :guilabel:`Guardar` para aplicar los cambios. " +"Después de guardar los ajustes lo siguiente es configurar el formulario del " +"producto." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:22 +msgid "" +"To do that, navigate to :menuselection:`Sales app --> Products --> " +"Products`, and select the desired product to configure (or click " +":guilabel:`Create` to open a blank product form, and create a new one)." +msgstr "" +"Vaya a la aplicación :menuselection:`Ventas --> Productos --> Productos` y " +"seleccione el producto a configurar (o haga clic en :guilabel:`crear` para " +"abrir un formulario de producto en blanco y crear uno nuevo)." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:26 +msgid "" +"On the product form, click :guilabel:`Edit`, and select the " +":guilabel:`Variants` tab. Click :guilabel:`Add a line` to add an attribute " +"in the :guilabel:`Attribute` column, like `Color` or `Size`, for example." +msgstr "" +"En el formulario del producto, haga clic en :guilabel:`editar` y seleccione " +"la pestaña :guilabel:`variantes`. Haga clic en :guilabel:`agregar una línea`" +" para agregar un atributo en la columna :guilabel:`atributo`, como `color` o" +" `tamaño`, por ejemplo." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:30 +msgid "" +"Once the attribute is chosen, select the desired values to apply to that " +"attribute in the :guilabel:`Values` column. To select the desired values, " +"click into the blank field beneath the :guilabel:`Values` column." +msgstr "" +"Una vez que elija el atributo, seleccione los valores deseados para aplicar " +"a ese atributo en la columna :guilabel:`valores`. Para seleccionar los " +"valores deseados, haga clic en el campo vacío en la columna " +":guilabel:`valores`." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:34 +msgid "" +"Then, select an option from the drop-down menu that appears. Or, create a " +"new value by typing in the new value, and click :guilabel:`Create` from the " +"drop-down menu that appears beneath the new value." +msgstr "" +"Luego, seleccione una opción del menú desplegable o cree un nuevo valor " +"escribiendo el nuevo valor y haga clic en :guilabel:`crear` en el menú " +"desplegable que aparece debajo del nuevo valor." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 +msgid "" +"When a product has *at least* two variants (one attribute with two values), " +"the :guilabel:`Sales Variant Selection` option appears at the bottom of the " +":guilabel:`Variants` tab. That is the **only** way to make that option " +"appear, so keep that in mind." +msgstr "" +"Cuando un producto tiene *al menos* dos variantes (un atributo con dos " +"valores), aparecerá la opción :guilabel:`selección de variante de ventas` en" +" la parte inferior de la pestaña :guilabel:`variantes`. Esa es la **única** " +"forma de hacer que esa opción aparezca, así que téngalo en cuenta." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:41 +msgid "" +"Under :guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " +"Configurator` or :guilabel:`Order Grid Entry`. This selection determines " +"which method is used to add the product to quotations or sales orders." +msgstr "" +"En la :guilabel:`selección de variante de ventas`, elija " +":guilabel:`configurador de producto` o :guilabel:`entrada en la tabla de " +"órdenes`. Esta selección determinará qué método se utiliza para agregar el " +"producto a cotizaciones u órdenes de venta." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:45 +msgid "" +":guilabel:`Product Configurator`: choose attribute values to add the " +"matching product variant to the order." +msgstr "" +":guilabel:`Configurador de producto`: elija valores de atributo para añadir " +"la variante de producto correspondiente a la orden." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:47 +msgid "" +":guilabel:`Order Grid Entry`: add several variants at once from the grid of " +"attribute values." +msgstr "" +":guilabel:`Entrada en la tabla de órdenes`: agregue varias variantes a la " +"vez desde la tabla de valores de atributos." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:49 +msgid "" +"Once a selection is made, click :guilabel:`Save` on the product form to " +"apply the setting." +msgstr "" +"Una vez que se haya realizado una selección no olvide hacer clic en " +":guilabel:`guardar` para aplicar la configuración." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Sales variant selection." msgstr "Selección de variantes de ventas. " -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:32 -msgid "" -"The product must have at least two variants (one attribute with two values) " -"created in order for the :guilabel:`Sales Variant Selection` option to " -"appear. Click :guilabel:`Add a line` under :guilabel:`Attribute` to add " -"attributes and values to this product and create product variants." -msgstr "" -"El producto debe tener al menos dos variantes (un atributo con dos valores) " -"creadas para que la opción de :guilabel:`Selección de variantes de ventas` " -"aparezca. Haga clic en :guilabel:`Agregar una línea` en :guilabel:`Atributo`" -" para agregar atributos y valores a este producto y crear variantes de " -"producto. " +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:56 +msgid "Product configurator" +msgstr "Configurador de productos" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 -msgid "Use the Product Configurator" -msgstr "Uso del Configurador de producto" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:58 msgid "" -"The :guilabel:`Product Configurator` appears on a quotation or sales order " -"when products are added that have both variants configured and the " -":guilabel:`Product Configurator` option selected." +"The *product configurator* appears on a quotation or sales order when " +"products that have **both** variants configured are added, and the " +":guilabel:`Product Configurator` option is selected on the product form." msgstr "" -"El :guilabel:`Configurador de producto` aparece en una cotización o en una " -"orden de venta cuando los productos que se agregan tienen ambas variantes " -"configuradas y la opción :guilabel:`Configurador de producto` está " -"seleccionada. " +"El *configurador de producto* aparece en una cotización u orden de venta " +"cuando se agregan productos que tienen **ambas** variantes configuradas, y " +"se selecciona la opción :guilabel:`configurador de producto` en el " +"formulario del producto." -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62 msgid "" -"The :guilabel:`Product Configurator` lets salespeople choose exactly which " -"product variant to add to the quotation or sales order using a format " -"similar to online shopping. Color options display any HTML color codes set " -"up in the :guilabel:`Color` attribute. Features with an additional cost will" -" display the additional cost next to their name. Once the desired product " -"variant attributes are selected, click :guilabel:`Add` to add the product " -"variant to the quotation or sales order." +"The product configurator lets salespeople choose exactly which product " +"variant to add to the quotation or sales order, using a format similar to " +"online shopping. Color options display any HTML color codes set up in the " +":guilabel:`Color` attribute." msgstr "" -"El :guilabel:`Configurador de producto` le permite a los vendedores elegir " -"exactamente la variante de producto que se agregará a la cotización o a la " -"orden de venta usando un formato similar al de compras en línea. Las " -"opciones de color muestran cualquier código de color HTML en el atributo de " -":guilabel:`Color`. Las funciones con un costo adicional mostrarán el costo " -"adicional junto al nombre. Una vez que los atributos deseados para las " -"variantes de producto estén seleccionados, haga clic en guilabel:`Agregar` " -"para agregar la variante de producto a la cotización o a la orden de venta." +"El configurador de producto permite que los vendedores elijan exactamente " +"qué variante de producto agregar a la cotización u orden de venta, " +"utilizando un formato similar a las compras en línea. Las opciones de color " +"muestran cualquier código de color HTML configurado en el atributo " +":guilabel:`color`." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:66 +msgid "" +"Features with an additional cost display the additional cost next to their " +"name. Once the desired product variant attributes are selected, click " +":guilabel:`Add` to add the product variant to the quotation or sales order." +msgstr "" +"Las funciones con un costo adicional muestran el costo adicional junto a su " +"nombre. Una vez seleccionados los atributos de la variante del producto " +"deseado, haga clic en :guilabel:`agregar` para agregar la variante del " +"producto a la cotización u orden de venta." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Product Configurator and Price Extras." msgstr "Configurador de producto y precios adicionales " -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:52 -msgid "" -"By default, the product variant attributes are displayed on the quotation or" -" sales order in the :guilabel:`Description` column, but the " -":guilabel:`Product Variant` column can be added through the additional " -"options menu (3 vertical dots icon)." -msgstr "" -"De manera predeterminada, los atributos de las variantes de producto se " -"muestran en la columna de :guilabel:`Descripción` de la cotización o de la " -"orden de venta, pero puede agregar la columna de :guilabel:`Variante del " -"producto` mediante un menú de opciones adicionales (icono de tres puntos " -"verticales). " - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:57 -msgid "Use Variant Grid Entries" -msgstr "Uso de las entradas de tabla de las variantes " - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:59 -msgid "" -":guilabel:`Variant Grid Entries` appear on a quotation or sales order when " -"products are added that have both variants configured and the " -":guilabel:`Order Grid Entry` option selected. Grid entry can streamline the " -"process of creating large, varied quotations by letting salespeople enter " -"exact quantities of each product variant all at once." -msgstr "" -"Las :guilabel:`Entradas de tabla de variantes` aparecen en una cotización u" -" orden de venta cuando agrega productos que tienen ambas variantes " -"configuradas y la opción :guilabel:`Entrada en la tabla de órdenes` " -"seleccionada. La entrada en la tabla puede agilizar el proceso de crear " -"cotizaciones grandes y variadas al permitir que los vendedores introduzcan " -"las cantidades exactas de cada variante de producto al mismo tiempo. " - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:64 -msgid "" -":guilabel:`Variant Grid Entry` displays a grid of every variant available " -"for the selected product. Choose the exact quantities of each product " -"variant for a quotation or sales order by typing in the number or using the " -"arrows. :guilabel:`Not Available` is displayed when a particular variant has" -" been deactivated in the database. Once all the product variants and their " -"quantities have been set, click :guilabel:`Confirm` to add them to the " -"quotation or sales order." -msgstr "" -"La :guilabel:`Entrada en la tabla de variantes` muestra cada variante " -"disponible del producto seleccionado en una tabla. Elija las cantidades " -"exactas de cada variante de producto para una cotización u orden de venta al" -" introducir el número o utilizando las flechas. El aviso :guilabel:`No " -"disponible` se muestra cuando una variante en particular se desactivó en la " -"base de datos. Una vez que haya establecido todas las variantes del producto" -" y sus cantidades, haga clic en :guilabel:`Confirmar` para agregarlas a la " -"cotización o a la orden de venta. " - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 -msgid "Variant Grid Entry pop-up." -msgstr "Ventana emergente de la entrada de tabla de variantes " - #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "" -"Each product variant appears as an individual line item on the quotation or " -"sales order, because each of these items has its own stock." +"By default, the product variant attributes are displayed on the quotation or" +" sales order in the :guilabel:`Description` column, but a dedicated " +":guilabel:`Product Variant` column can be added, via the additional options " +"menu (represented by the :guilabel:`⋮ (3 vertical dots)` icon, on the far-" +"right side of the columns, in the :guilabel:`Order Lines` tab)." msgstr "" -"Cada variante de producto aparece como una línea de artículo individual en " -"la cotización o en la orden de venta, porque cada uno de estos artículos " -"tiene su propio conteo de existencias. " +"De manera predeterminada, los atributos de la variante del producto se " +"muestran en la columna :guilabel:`descripción` en la cotización u orden de " +"venta, pero puede agregar una columna de :guilabel:`variante del producto` " +"en el menú de opciones adicionales (representado por el icono :guilabel:`⋮ " +"(3 puntos verticales)` en el lado derecho de las columnas, en la pestaña " +":guilabel:`líneas de la orden`)." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 +msgid "Product variant column option in order lines tab of quotation." +msgstr "" +"Opción de columna de variante de producto en la pestaña de líneas de la " +"cotización." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:83 +msgid "" +"Just click the checkbox next to :guilabel:`Product Variant`, and that column" +" appears in the :guilabel:`Order Lines` tab." +msgstr "" +"Simplemente haga clic en la casilla junto a :guilabel:`variante del " +"producto`, y aparecerá esa columna en la pestaña :guilabel:`líneas de la " +"orden`." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:87 +msgid "Variant grid entries" +msgstr "Entradas de tabla de las variantes " + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 +msgid "" +"*Variant grid entries* appear on a quotation or sales order when products " +"that have both variants configured are added, and the :guilabel:`Order Grid " +"Entry` option is selected on the product form." +msgstr "" +"Las *entradas de tabla de las variantes* aparecerán en una cotización u " +"orden de venta cuando se agreguen productos que tienen ambas variantes " +"configuradas y cuando se seleccione la opción :guilabel:`entrada en la tabla" +" de órdenes` en el formulario del producto." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:92 +msgid "" +"The grid entry feature streamlines the process of creating large, varied " +"quotations by letting salespeople enter exact quantities of each product " +"variant all at once." +msgstr "" +"La función de entrada en la tabla simplifica el proceso de creación de " +"cotizaciones grandes y variadas al permitir que los vendedores ingresen las " +"cantidades exactas de cada variante de producto de una sola vez." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95 +msgid "" +"The :guilabel:`Choose Product Variants` pop-up form that appears, displays a" +" grid of every variant available for that specific product." +msgstr "" +"El formulario emergente :guilabel:`seleccione las variantes del producto` " +"que aparece muestra una tabla con todas las variantes disponibles para ese " +"producto en específico." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:98 +msgid "" +"From the :guilabel:`Choose Product Variants` pop-up form, choose the exact " +"quantities of each product variant for a quotation or sales order by typing " +"in the number or using the arrows in each column. The :guilabel:`Not " +"Available` warning is displayed when a particular variant has been " +"deactivated in the database." +msgstr "" +"Desde el formulario emergente :guilabel:`seleccione las variantes del " +"producto`, elija las cantidades exactas de cada variante de producto para " +"una cotización u orden de venta, solo debe escribir el número o utilizar las" +" flechas en cada columna. La advertencia :guilabel:`no disponible` se " +"muestra cuando una variante en particular se ha desactivado en la base de " +"datos." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 +msgid "" +"Once all the product variants and their quantities have been set in the pop-" +"up form, click :guilabel:`Confirm` to add them to the quotation or sales " +"order." +msgstr "" +"Una vez que se hayan establecido todas las variantes del producto y sus " +"cantidades en el formulario emergente, haga clic en :guilabel:`confirmar` " +"para agregarlas a la cotización u orden de venta." + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 +msgid "Variant Grid Entry pop-up form." +msgstr "Formulario emergente de la entrada de tabla de variantes " + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:110 +msgid "" +"Each product variant appears as an individual line item on the quotation or " +"sales order with the chosen quantity from the :guilabel:`Choose Product " +"Variants` pop-up form, because each of these items has its own stock." +msgstr "" +"Cada variante de producto aparece como un elemento de línea individual en la" +" cotización u orden de venta con la cantidad elegida del formulario " +"emergente :guilabel:`seleccione las variantes del producto`, porque cada uno" +" de estos elementos tiene sus propias existencias." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Line items for grid variants." diff --git a/locale/es/LC_MESSAGES/websites.po b/locale/es/LC_MESSAGES/websites.po index e58d4721a..c643a99ac 100644 --- a/locale/es/LC_MESSAGES/websites.po +++ b/locale/es/LC_MESSAGES/websites.po @@ -21,22 +21,22 @@ # Jesús Alan Ramos Rodríguez , 2022 # Alejandro Die Sanchis , 2022 # Marian Cuadra, 2022 -# Patricia Gutiérrez Capetillo , 2022 # Martin Trigaux, 2023 # Wil Odoo, 2023 # Braulio D. López Vázquez , 2023 -# Iran Villalobos López, 2023 -# Fernanda Alvarez, 2023 # Lucia Pacheco, 2023 +# Iran Villalobos López, 2023 +# Patricia Gutiérrez Capetillo , 2023 +# Fernanda Alvarez, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2022-03-18 15:03+0000\n" -"Last-Translator: Lucia Pacheco, 2023\n" +"Last-Translator: Fernanda Alvarez, 2023\n" "Language-Team: Spanish (https://app.transifex.com/odoo/teams/41243/es/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -2627,6 +2627,361 @@ msgstr "" "clave de Unsplash de producción. Se limitará a su clave de prueba que tiene " "una restricción de 50 solicitudes de Unsplash por hora." +#: ../../content/applications/websites/website/mail_groups.rst:3 +msgid "Mail groups" +msgstr "Grupos de correo" + +#: ../../content/applications/websites/website/mail_groups.rst:5 +msgid "" +"The **mail groups** feature allows website visitors to have a public " +"discussion by email. They can join a group to receive emails from other " +"group members (i.e., website users who have subscribed to the group) and " +"send new ones to all group members." +msgstr "" +"La función **grupos de correo** permite que los visitantes al sitio web " +"tengan una discusión pública por correo. Pueden unirse a un grupo para " +"recibir correos de otros miembros de ese grupo (es decir, usuarios del sitio" +" web que se suscribieron al grupo) y enviar nuevos correos a todos los " +"miembros." + +#: ../../content/applications/websites/website/mail_groups.rst:9 +msgid "" +"To activate the feature, :ref:`install ` the " +":guilabel:`Website Mail Group` (`website_mail_group`) module." +msgstr "" +"Para activar esta función debe :ref:`instalar ` el módulo " +":guilabel:`Grupo de correo del sitio web` (`website_mail_group`)." + +#: ../../content/applications/websites/website/mail_groups.rst:13 +msgid "" +"The **mail groups** feature is not to be confused with the " +":doc:`../../marketing/email_marketing/mailing_lists` in the Email Marketing " +"app." +msgstr "" +"No confunda la función **grupos de correo** con " +":doc:`../../marketing/email_marketing/mailing_lists` en la aplicación de " +"Marketing por correo electrónico." + +#: ../../content/applications/websites/website/mail_groups.rst:19 +msgid "Configuring mail groups" +msgstr "Configuración de los grupos de correo" + +#: ../../content/applications/websites/website/mail_groups.rst:21 +msgid "To configure mail groups, proceed as follows:" +msgstr "Para configurar grupos de correo, debe seguir los siguientes pasos:" + +#: ../../content/applications/websites/website/mail_groups.rst:23 +msgid "" +"Configure a custom email alias domain by accessing the **General settings**," +" scrolling down to the :guilabel:`Discuss` section, enabling the " +":guilabel:`Custom Email Server` feature, and entering the :guilabel:`Alias " +"domain` (e.g., `@mycompany.com`)." +msgstr "" +"Configure un seudónimo de dominio de correo, vaya a **Ajsutes generales**, " +"baje a la sección de :guilabel:`Conversaciones` y active la funcionalidad " +":guilabel:`Utilizar servidores de correo electrónico personalizados` e " +"ingrese el :guilabel:`Dominio del seudónimo` (por ejemplo., " +"`@miempresa.com`)." + +#: ../../content/applications/websites/website/mail_groups.rst:26 +msgid "" +"Go to :menuselection:`Website --> Groups --> Mailing List Groups`, then " +"click :guilabel:`Create`." +msgstr "" +"Vaya a :menuselection:`Sitio web --> Grupos --> Grupos de listas de correo` " +"y luego haga clic en :guilabel:`Crear`." + +#: ../../content/applications/websites/website/mail_groups.rst:27 +msgid "" +"Specify a :guilabel:`Group Name`, the :guilabel:`Email Alias`, and a " +":guilabel:`Description`." +msgstr "" +"Especifique el :guilabel:`Nombre del grupo`, el :guilabel:`alias de correo` " +"y una :guilabel:`descripción`." + +#: ../../content/applications/websites/website/mail_groups.rst:28 +msgid "" +"Enable :guilabel:`Moderate this group` and specify the " +":guilabel:`Moderators` if you wish to :ref:`moderate messages " +"` from this group. Alternatively, if the " +"group is not moderated, you can define :guilabel:`Responsible users` who can" +" manage the messages in the group." +msgstr "" +"Habilite la opción :guilabel:`Moderar este grupo` y especifique a los " +":guilabel:`moderadores` si desea :ref:`moderar los mensajes " +"` de este grupo. Sin embargo, si no moderará" +" el grupo, puede elegir a los :guilabel:`usuarios responsables` que pueden " +"gestionar los mensajes en el grupo." + +#: ../../content/applications/websites/website/mail_groups.rst:32 +msgid "" +"In the :guilabel:`Privacy` tab, define who can subscribe to the mail group:" +msgstr "" +"En la pestaña :guilabel:`Privacidad` defina quién se puede suscribir a este " +"grupo de correo:" + +#: ../../content/applications/websites/website/mail_groups.rst:34 +msgid "" +":guilabel:`Everyone`: to make the mail group public so anyone can subscribe " +"to it;" +msgstr "" +":guilabel:`Todos`: para que el grupo de correo sea público y todos se puedan" +" suscribir;" + +#: ../../content/applications/websites/website/mail_groups.rst:35 +msgid "" +":guilabel:`Members only`: to only allow users defined as members to " +"subscribe to the mail group;" +msgstr "" +":guilabel:`Solo miembros`: para que solo usuarios que estén definidos como " +"miembros se puedan suscribir al grupo de correo;" + +#: ../../content/applications/websites/website/mail_groups.rst:36 +msgid "" +":guilabel:`Selected group of users`: to only allow users from the " +":guilabel:`Authorized group` to subscribe to the mail group." +msgstr "" +":guilabel:`Grupo de usuarios seleccionado`: para que solo los usuarios que " +"sean parte del :guilabel:`Grupo autorizado` se puedan suscribir al grupo de " +"correo." + +#: ../../content/applications/websites/website/mail_groups.rst:39 +msgid "" +"If the mail group is moderated, you can automatically notify authors when " +"their message is pending moderation by enabling :guilabel:`Automatic " +"notification` in the :guilabel:`Notify Members` tab and writing the " +":guilabel:`Notification message`." +msgstr "" +"Si moderará el grupo de correo, puede notificar a los autores de manera " +"automática cuando su mensaje esté esperando que un moderador lo revise, solo" +" tiene que activar la funcionalidad :guilabel:`Notificación automática` en " +"la pestaña :guilabel:`Notificar a los miembros` y escriba el " +":guilabel:`Mensaje de notificación`." + +#: ../../content/applications/websites/website/mail_groups.rst:42 +msgid "" +"If you wish to send out guidelines to new subscribers, enable " +":guilabel:`Send guidelines to new subscribers` and write them in the " +":guilabel:`Guidelines` tab. This is particularly useful when the mail group " +"is moderated." +msgstr "" +"Si quiere enviar lineamientos a suscriptores nuevos, active la opción " +":guilabel:`Enviar lineamientos a los nuevos suscriptores` y escríbalos en el" +" campo :guilabel:`Lineamientos`. Esto es muy util cuando moderará el grupo " +"de correo." + +#: ../../content/applications/websites/website/mail_groups.rst:47 +msgid "Using mail groups" +msgstr "Uso de los grupos de correo" + +#: ../../content/applications/websites/website/mail_groups.rst:50 +msgid "Subscribing/unsubscribing" +msgstr "Suscribirse y cancelar suscripción" + +#: ../../content/applications/websites/website/mail_groups.rst:52 +msgid "" +"Based on the :ref:`configuration of the mail group " +"`, users can subscribe to and " +"unsubscribe from mail groups from the website page (`/groups` by default)." +msgstr "" +"Según la :ref:`configuración del grupo de correo " +"`, los usuarios pueden suscribirse, " +"o cancelar su suscripción, a grupos de correos desde la página de sitio web " +"(será `/groups` por defecto)." + +#: ../../content/applications/websites/website/mail_groups.rst-1 +msgid "Mail group web page." +msgstr "Página web de los grupos de correo." + +#: ../../content/applications/websites/website/mail_groups.rst:58 +msgid "" +"Internal users can also do this from :menuselection:`Website --> Groups --> " +"Mailing List Groups`, using the :guilabel:`Join` and :guilabel:`Leave` " +"buttons." +msgstr "" +"Los usuarios internos también pueden hacer esto desde :menuselection:`Sitio " +"web --> Grupos --> Grupos de listas de correo` con los botones " +":guilabel:`Unir` y :guilabel:`Abandonar`." + +#: ../../content/applications/websites/website/mail_groups.rst:62 +msgid "Sending messages" +msgstr "Enviar mensajes" + +#: ../../content/applications/websites/website/mail_groups.rst:64 +msgid "" +"To send messages to a mail group, website users can email the :ref:`mail " +"group's email address `. Internal " +"users can also create messages directly from Odoo. To do so, go to " +":menuselection:`Website --> Groups --> Mailing List Groups`, select the mail" +" group, click the :guilabel:`Emails` smart button, and click " +":guilabel:`Create`. Then, fill in the fields and click :guilabel:`Send`." +msgstr "" +"Para enviar mensajes a un grupo de correo, los usuarios del sitio web pueden" +" enviar mensajes a la :ref:`dirección del grupo de correos " +"`. Los usuarios internos también " +"pueden crear mensajes desde Odoo, solo tienen que ir a :menuselection:`Sitio" +" web --> Grupos --> Grupos de listas de correo`, seleccionar el grupo " +"correspondiente, hacer clic en el botón inteligente :guilabel:`Correos` y " +"luego en :guilabel:`Crear`. Por último, debe completar los campos y hacer " +"clic en :guilabel:`Enviar`." + +#: ../../content/applications/websites/website/mail_groups.rst:71 +msgid "" +"The list of messages can also be accessed by selecting the group from the " +"`/groups` website page." +msgstr "" +"Otra forma de acceder a la lista de mensajes es mediante el formulario de " +"grupo en la página de sitio web `/groups`." + +#: ../../content/applications/websites/website/mail_groups.rst:73 +msgid "" +"Group members can also unsubscribe from the group, access the mail group " +"page, and send emails to the group using the URLs in the footer of any group" +" email they have received." +msgstr "" +"Los miembros del grupo también pueden cancelar su suscripción a un grupo, " +"acceder a la página de grupo de correos y enviar correos al grupo con el URL" +" en el pie de página de cualquier correo recibido." + +#: ../../content/applications/websites/website/mail_groups.rst:0 +msgid "URLs in the footer of a group email." +msgstr "URL en el pie de página de un grupo de correos." + +#: ../../content/applications/websites/website/mail_groups.rst:82 +msgid "Moderating mail group messages" +msgstr "Moderación de los mensajes en el grupo de correos" + +#: ../../content/applications/websites/website/mail_groups.rst:84 +msgid "" +"If the :guilabel:`Moderate this group` feature has been enabled for the " +":ref:`mail group `, one of the " +":guilabel:`Moderators` must approve the group's messages before they are " +"dispatched to the other members." +msgstr "" +"Si se ha activado la función :guilabel:`Moderar este grupo` para el grupo de" +" correo :ref:``, uno de los " +":guilabel:`moderadores` debe aprobar los mensajes del grupo antes de que se " +"envíen a los demás miembros." + +#: ../../content/applications/websites/website/mail_groups.rst:88 +msgid "" +"To moderate messages, go to :menuselection:`Website --> Groups --> Mailing " +"List Groups`, select the mail group, and click the :guilabel:`To review` " +"smart button. You can moderate messages using the buttons at the end of the " +"message line or select a message to view its content and moderate it " +"accordingly." +msgstr "" +"Para moderar los mensajes, vaya a :menuselection:`Sitio web --> Grupos --> " +"Grupos de listas de correo`, seleccione el grupo correspondiente y haga clic" +" en el botón inteligente :guilabel:`Por revisar`. Puede moderar los mensajes" +" con los botones que se encuentran al final de la línea del mensaje o " +"también puede seleccionar un mensaje para ver su contenido y moderarlo si es" +" necesario. " + +#: ../../content/applications/websites/website/mail_groups.rst:0 +msgid "Moderation buttons in the message line." +msgstr "Botones de moderación en la línea de mensaje." + +#: ../../content/applications/websites/website/mail_groups.rst:96 +msgid "The following actions are available:" +msgstr "Están disponibles las siguientes acciones:" + +#: ../../content/applications/websites/website/mail_groups.rst:98 +msgid "" +":guilabel:`Accept`: to accept the email and send it to the mail group " +"members." +msgstr "" +":guilabel:`Aceptar`: para aceptar el correo y enviarlo a los miembros del " +"grupo de correo electrónico. " + +#: ../../content/applications/websites/website/mail_groups.rst:99 +msgid "" +":guilabel:`Reject`: to reject the email. In the pop-up window that opens, " +"click :guilabel:`Reject Silently` to reject the email without notifying the " +"author, or specify an explanation for rejecting the message, then click " +":guilabel:`Send & Reject` to reject the message and send the explanation to " +"the author." +msgstr "" +":guilabel:`Rechazar`:para rechazar el correo. En la ventana emergente que " +"aparece, haga clic en :guilabel:`Rechazar silenciosamente` para rechazar el " +"correo sin notificar al autor o especificar el motivo del rechazo. Luego, " +"haga clic en :guilabel:`Enviar y rechazar` para rechazar el mensaje y enviar" +" el motivo al autor. " + +#: ../../content/applications/websites/website/mail_groups.rst:103 +msgid "" +":guilabel:`Whitelist`: to whitelist the author, i.e. automatically accept " +"all of their emails. As a result, a :ref:`moderation rule " +"` is created for the author's email address " +"with the status :guilabel:`Always allow`." +msgstr "" +":guilabel:`Remitentes seguros`: para agregar al autor a la lista blanca, es " +"decir, aceptar de manera automática sus correos. Como resultado de ello, se " +"crea una :ref:`regla de moderación ` para la" +" dirección de correo electrónico con el estado :guilabel:`Permitir siempre`." + +#: ../../content/applications/websites/website/mail_groups.rst:106 +msgid "" +":guilabel:`Ban`: to blacklist the author, i.e. automatically discard all " +"their emails. In the pop-up window that opens, click :guilabel:`Ban` to ban " +"the author without notifying them, or specify an explanation, then click " +":guilabel:`Send & Ban` to ban the author and send them the explanation. As a" +" result, a :ref:`moderation rule ` is " +"created for the author's email address with the status :guilabel:`Permanent " +"ban`." +msgstr "" +":guilabel:`Lista de exclusión`: para excluir al autor, es decir, para " +"descartar automáticamente todos sus correos. En la ventana emergente que se " +"abre, haga clic en :guilabel:`Excluir` para excluir al autor sin " +"notificarles o especificar una explicación, luego haga clic en " +":guilabel:`Enviar y excluir` para excluir al autor y enviarles un motivo. " +"Como resultado, se creará una :ref:`regla de moderación " +"` para la dirección de correo del autor con " +"el estado de :guilabel:`Exclusión permanente`." + +#: ../../content/applications/websites/website/mail_groups.rst:113 +msgid "" +"Messages can also be moderated from the group's list of messages. Go to " +":menuselection:`Website --> Groups --> Mailing List Groups`, select the mail" +" group and click the :guilabel:`Emails` smart button." +msgstr "" +"También puede moderar los mensajes desde la lista de mensajes del grupo. " +"Vaya a :menuselection:`Sitio web --> Grupos --> Grupos de lista de correo`, " +"seleccione un grupo y haga clic en el botón inteligente :guilabel:`Correos " +"electrónicos`. " + +#: ../../content/applications/websites/website/mail_groups.rst:120 +msgid "Whitelisting/Blacklisting authors" +msgstr "Incluir en lista de remitentes seguros o de exclusión" + +#: ../../content/applications/websites/website/mail_groups.rst:122 +msgid "" +"You can whitelist or blacklist an author either directly :ref:`from a mail " +"group message `, or by creating a moderation" +" rule. To do so, go to :menuselection:`Website --> Groups --> List " +"Moderation Rulings` and click :guilabel:`Create`. Then, select the " +":guilabel:`Group`, specify the author's :guilabel:`Email` and set the " +":guilabel:`Status` field." +msgstr "" +"Puede agregar a un remitente a su lista de remitentes seguros o a su lista " +"de exclusión :ref:`desde un mensaje en el grupo de correo " +"` o al crear una regla de moderación. Vaya a" +" :menuselection:`Sitio web --> Grupos --> Lista de reglas de moderación` y " +"haga clic en :guilabel:`Crear`. Después, seleccione el :guilabel:`Grupo`, " +"especifique el remitente del :guilabel:`correo electrónico` y configure el " +"campo de :guilabel:`Estado`. " + +#: ../../content/applications/websites/website/mail_groups.rst:129 +msgid "" +"You can also access the mail group's moderation rules by going to " +":menuselection:`Website --> Groups --> Mailing List Groups`, selecting the " +"group, then clicking the :guilabel:`Moderations` smart button." +msgstr "" +"También puede acceder a las reglas de moderación del grupo de correo " +"electrónico desde :menuselection:`Sitio web --> Grupos --> Grupos de listas " +"de correo`. Seleccione el grupo y luego haga clic en el botón inteligente " +":guilabel:`Moderaciones`. " + #: ../../content/applications/websites/website/pages.rst:5 msgid "Pages" msgstr "Páginas" diff --git a/locale/fr/LC_MESSAGES/administration.po b/locale/fr/LC_MESSAGES/administration.po index fb4d8a254..b53a7930d 100644 --- a/locale/fr/LC_MESSAGES/administration.po +++ b/locale/fr/LC_MESSAGES/administration.po @@ -12,7 +12,6 @@ # anthony chaussin , 2022 # Alexandra Jubert, 2022 # amsodoo , 2022 -# William Henrotin , 2022 # romrik_, 2022 # Jonathan Castillo , 2022 # Richard Mathot , 2022 @@ -33,7 +32,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2022-03-18 14:59+0000\n" "Last-Translator: Jolien De Paepe, 2023\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" @@ -1101,7 +1100,6 @@ msgstr "" "complémentaires." #: ../../content/administration/install/deploy.rst:398 -#: ../../content/administration/upgrade.rst:122 msgid "Todo" msgstr "À faire" @@ -1771,8 +1769,9 @@ msgstr "" #: ../../content/administration/install/online.rst:14 #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 -#: ../../content/administration/maintain/supported_versions.rst:31 -#: ../../content/administration/upgrade/odoo_online.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:29 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "Odoo Online" @@ -3856,9 +3855,10 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:171 #: ../../content/administration/maintain/domain_names.rst:250 -#: ../../content/administration/maintain/supported_versions.rst:32 +#: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:3 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "Odoo.sh" @@ -5897,7 +5897,7 @@ msgstr ":ref:`odoo_online/users`" #: ../../content/administration/odoo_sh/getting_started/branches.rst:293 #: ../../content/administration/odoo_sh/getting_started/settings.rst:77 #: ../../content/administration/odoo_sh/getting_started/settings.rst:113 -#: ../../content/administration/upgrade.rst:10 +#: ../../content/administration/upgrade.rst:3 msgid "Upgrade" msgstr "Mettre à jour" @@ -5907,12 +5907,12 @@ msgstr "Déclenchez une mise à niveau de la base de données." #: ../../content/administration/maintain/odoo_online.rst:33 msgid "" -"For more information about the upgrade process, check out the :doc:`Odoo " -"Online upgrade documentation <../upgrade/odoo_online>`." +"For more information about the upgrade process, check out the :ref:`Odoo " +"Online upgrade documentation `." msgstr "" "Pour plus d'informations sur le processus de mise à niveau, consultez la " -":doc:`documentation de mise à niveau d'Odoo Online " -"<../upgrade/odoo_online>`." +":ref:`documentation de mise à niveau d'Odoo Online `." #: ../../content/administration/maintain/odoo_online.rst:39 msgid "Duplicate" @@ -6433,12 +6433,11 @@ msgstr "" " tout autre enregistrement en cliquant dessus et en utilisant le bouton " "Modifier." -#: ../../content/administration/maintain/supported_versions.rst:6 -#: ../../content/administration/upgrade.rst:208 +#: ../../content/administration/maintain/supported_versions.rst:7 msgid "Supported versions" msgstr "Versions supportées" -#: ../../content/administration/maintain/supported_versions.rst:8 +#: ../../content/administration/maintain/supported_versions.rst:9 msgid "" "Odoo provides support and bug fixing **for the 3 last major versions** of " "Odoo." @@ -6446,7 +6445,7 @@ msgstr "" "Odoo assure le support et la résolution de bugs **pour les 3 dernières " "versions majeures** d'Odoo." -#: ../../content/administration/maintain/supported_versions.rst:11 +#: ../../content/administration/maintain/supported_versions.rst:12 msgid "" "Odoo releases intermediary versions called **Online versions** on the " ":doc:`Odoo Online ` hosting every two months. Odoo Online users" @@ -6457,7 +6456,7 @@ msgstr "" "utilisateurs d'Odoo Online peuvent alors bénéficier des dernières " "fonctionnalités d'Odoo." -#: ../../content/administration/maintain/supported_versions.rst:15 +#: ../../content/administration/maintain/supported_versions.rst:16 msgid "" "Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` " "them regularly." @@ -6465,56 +6464,51 @@ msgstr "" "Les administrateurs des bases de données Odoo Online sont invités à les " ":doc:`mettre à niveau <../upgrade>` régulièrement." -#: ../../content/administration/maintain/supported_versions.rst:16 +#: ../../content/administration/maintain/supported_versions.rst:17 msgid "" "Online versions are *not* released for Odoo.sh and On-Premise installations." msgstr "" "Les versions en ligne ne sont *pas* publiées pour les installations Odoo.sh " "et On Premise." -#: ../../content/administration/maintain/supported_versions.rst:17 +#: ../../content/administration/maintain/supported_versions.rst:18 msgid "Online versions are listed below as *SaaS*." msgstr "Les versions en ligne sont énumérées ci-dessous en tant que *Saas*." #: ../../content/administration/maintain/supported_versions.rst:20 -msgid "What's the support status of my Odoo?" -msgstr "Ma version d'Odoo est-elle supportée ?" - -#: ../../content/administration/maintain/supported_versions.rst:22 msgid "This matrix shows the support status of every version." msgstr "Cette matrice montre le statut de support de chaque version." -#: ../../content/administration/maintain/supported_versions.rst:24 +#: ../../content/administration/maintain/supported_versions.rst:22 msgid "**Major releases are in bold type.**" msgstr "**Les versions majeures sont indiquées en gras.**" -#: ../../content/administration/maintain/supported_versions.rst:33 -#: ../../content/administration/upgrade/on_premise.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:31 msgid "On-Premise" msgstr "On-Premise" -#: ../../content/administration/maintain/supported_versions.rst:34 +#: ../../content/administration/maintain/supported_versions.rst:32 msgid "Release date" msgstr "Date de publication" -#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:33 msgid "End of support" msgstr "Fin de la prise en charge" -#: ../../content/administration/maintain/supported_versions.rst:36 -msgid "Odoo saas~16.4" -msgstr "Odoo saas~16.4" +#: ../../content/administration/maintain/supported_versions.rst:34 +msgid "**Odoo 17.0**" +msgstr "**Odoo 17.0**" +#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:36 #: ../../content/administration/maintain/supported_versions.rst:37 -#: ../../content/administration/maintain/supported_versions.rst:61 -#: ../../content/administration/maintain/supported_versions.rst:62 -#: ../../content/administration/maintain/supported_versions.rst:63 -#: ../../content/administration/maintain/supported_versions.rst:79 -#: ../../content/administration/maintain/supported_versions.rst:80 -#: ../../content/administration/maintain/supported_versions.rst:81 +#: ../../content/administration/maintain/supported_versions.rst:41 +#: ../../content/administration/maintain/supported_versions.rst:65 +#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:67 +#: ../../content/administration/maintain/supported_versions.rst:83 +#: ../../content/administration/maintain/supported_versions.rst:84 #: ../../content/administration/maintain/supported_versions.rst:85 -#: ../../content/administration/maintain/supported_versions.rst:86 -#: ../../content/administration/maintain/supported_versions.rst:87 #: ../../content/administration/odoo_sh/getting_started/settings.rst:58 #: ../../content/administration/odoo_sh/getting_started/settings.rst:59 #: ../../content/administration/odoo_sh/getting_started/settings.rst:62 @@ -6546,171 +6540,172 @@ msgid "|green|" msgstr "|green|" #: ../../content/administration/maintain/supported_versions.rst:38 +#: ../../content/administration/maintain/supported_versions.rst:93 +msgid "November 2023" +msgstr "Novembre 2023" + #: ../../content/administration/maintain/supported_versions.rst:39 -#: ../../content/administration/maintain/supported_versions.rst:44 -#: ../../content/administration/maintain/supported_versions.rst:45 -#: ../../content/administration/maintain/supported_versions.rst:50 -#: ../../content/administration/maintain/supported_versions.rst:51 -#: ../../content/administration/maintain/supported_versions.rst:56 -#: ../../content/administration/maintain/supported_versions.rst:57 -#: ../../content/administration/maintain/supported_versions.rst:68 -#: ../../content/administration/maintain/supported_versions.rst:69 -#: ../../content/administration/maintain/supported_versions.rst:74 -#: ../../content/administration/maintain/supported_versions.rst:75 +msgid "November 2026 (planned)" +msgstr "Novembre 2026 (prévu)" + +#: ../../content/administration/maintain/supported_versions.rst:40 +msgid "Odoo saas~16.4" +msgstr "Odoo saas~16.4" + +#: ../../content/administration/maintain/supported_versions.rst:42 +#: ../../content/administration/maintain/supported_versions.rst:43 +#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:49 +#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:55 +#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:61 +#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:73 +#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:79 msgid "N/A" msgstr "N/D" -#: ../../content/administration/maintain/supported_versions.rst:40 +#: ../../content/administration/maintain/supported_versions.rst:44 msgid "August 2023" msgstr "Août 2023" -#: ../../content/administration/maintain/supported_versions.rst:42 +#: ../../content/administration/maintain/supported_versions.rst:46 msgid "Odoo saas~16.3" msgstr "Odoo saas~16.3" -#: ../../content/administration/maintain/supported_versions.rst:43 -#: ../../content/administration/maintain/supported_versions.rst:49 -#: ../../content/administration/maintain/supported_versions.rst:55 -#: ../../content/administration/maintain/supported_versions.rst:67 -#: ../../content/administration/maintain/supported_versions.rst:73 +#: ../../content/administration/maintain/supported_versions.rst:47 +#: ../../content/administration/maintain/supported_versions.rst:53 +#: ../../content/administration/maintain/supported_versions.rst:59 +#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:89 +#: ../../content/administration/maintain/supported_versions.rst:90 #: ../../content/administration/maintain/supported_versions.rst:91 -#: ../../content/administration/maintain/supported_versions.rst:92 -#: ../../content/administration/maintain/supported_versions.rst:93 +#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:96 +#: ../../content/administration/maintain/supported_versions.rst:97 +#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:102 +#: ../../content/administration/maintain/supported_versions.rst:103 msgid "|red|" msgstr "|red|" -#: ../../content/administration/maintain/supported_versions.rst:46 +#: ../../content/administration/maintain/supported_versions.rst:50 msgid "June 2023" msgstr "Juin 2023" -#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:52 msgid "Odoo saas~16.2" msgstr "Odoo saas~16.2" -#: ../../content/administration/maintain/supported_versions.rst:52 +#: ../../content/administration/maintain/supported_versions.rst:56 msgid "March 2023" msgstr "Mars 2023" -#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:58 msgid "Odoo saas~16.1" msgstr "Odoo saas~16.1" -#: ../../content/administration/maintain/supported_versions.rst:58 +#: ../../content/administration/maintain/supported_versions.rst:62 msgid "February 2023" msgstr "Février 2023" -#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:64 msgid "**Odoo 16.0**" msgstr "**Odoo 16.0**" -#: ../../content/administration/maintain/supported_versions.rst:64 -#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:68 +#: ../../content/administration/maintain/supported_versions.rst:99 msgid "October 2022" msgstr "Octobre 2022" -#: ../../content/administration/maintain/supported_versions.rst:65 -msgid "October 2025 (planned)" -msgstr "Octobre 2025 (prévu)" +#: ../../content/administration/maintain/supported_versions.rst:69 +msgid "November 2025 (planned)" +msgstr "Novembre 2025 (prévu)" -#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:70 msgid "Odoo saas~15.2" msgstr "Odoo saas~15.2" -#: ../../content/administration/maintain/supported_versions.rst:70 +#: ../../content/administration/maintain/supported_versions.rst:74 msgid "March 2022" msgstr "Mars 2022" -#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:75 msgid "January 2023" msgstr "Janvier 2023" -#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:76 msgid "Odoo saas~15.1" msgstr "Odoo saas~15.1" -#: ../../content/administration/maintain/supported_versions.rst:76 +#: ../../content/administration/maintain/supported_versions.rst:80 msgid "February 2022" msgstr "Février 2022" -#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:81 msgid "July 2022" msgstr "Juillet 2022" -#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:82 msgid "**Odoo 15.0**" msgstr "**Odoo 15.0**" -#: ../../content/administration/maintain/supported_versions.rst:82 +#: ../../content/administration/maintain/supported_versions.rst:86 msgid "October 2021" msgstr "Octobre 2021" -#: ../../content/administration/maintain/supported_versions.rst:83 -msgid "October 2024 (planned)" -msgstr "Octobre 2024 (prévu)" +#: ../../content/administration/maintain/supported_versions.rst:87 +msgid "November 2024 (planned)" +msgstr "Novembre 2024 (prévu)" -#: ../../content/administration/maintain/supported_versions.rst:84 +#: ../../content/administration/maintain/supported_versions.rst:88 msgid "**Odoo 14.0**" msgstr "**Odoo 14.0**" -#: ../../content/administration/maintain/supported_versions.rst:88 +#: ../../content/administration/maintain/supported_versions.rst:92 msgid "October 2020" msgstr "Octobre 2020" -#: ../../content/administration/maintain/supported_versions.rst:89 -msgid "November 2023 (planned)" -msgstr "Novembre 2023 (prévu)" - -#: ../../content/administration/maintain/supported_versions.rst:90 +#: ../../content/administration/maintain/supported_versions.rst:94 msgid "**Odoo 13.0**" msgstr "**Odoo 13.0**" -#: ../../content/administration/maintain/supported_versions.rst:94 +#: ../../content/administration/maintain/supported_versions.rst:98 msgid "October 2019" msgstr "Octobre 2019" -#: ../../content/administration/maintain/supported_versions.rst:99 +#: ../../content/administration/maintain/supported_versions.rst:100 +msgid "Older versions" +msgstr "Anciennes versions" + +#: ../../content/administration/maintain/supported_versions.rst:104 +msgid "Before 2019" +msgstr "Avant 2019" + +#: ../../content/administration/maintain/supported_versions.rst:105 +msgid "Before 2022" +msgstr "Avant 2022" + +#: ../../content/administration/maintain/supported_versions.rst:107 +msgid "Legend" +msgstr "Légende" + +#: ../../content/administration/maintain/supported_versions.rst:109 msgid "|green| Supported version" msgstr "|green| Version supportée" -#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:111 msgid "|red| End-of-support" msgstr "|red| Fin du support" -#: ../../content/administration/maintain/supported_versions.rst:103 +#: ../../content/administration/maintain/supported_versions.rst:113 msgid "N/A Never released for this platform" msgstr "N/D Jamais publié pour cette plateforme" -#: ../../content/administration/maintain/supported_versions.rst:105 -msgid "🏁 Future version, not released yet" -msgstr "🏁 Prochaine version, pas encore publiée" - #: ../../content/administration/maintain/supported_versions.rst:116 -msgid "I run an older version of Odoo/OpenERP/TinyERP" -msgstr "J'utilise une ancienne version d'Odoo/OpenERP/TinyERP" - -#: ../../content/administration/maintain/supported_versions.rst:118 -msgid "" -"Odoo 12.0, 11.0, 10.0, 9.0, and 8.0 are not supported anymore, on any " -"platform." -msgstr "" -"Odoo 12.0, 11.0, 10.0, 9.0, et 8.0 ne sont plus pris en charge, quelle que " -"soit la plateforme." - -#: ../../content/administration/maintain/supported_versions.rst:120 -msgid "" -"OpenERP 7.0, 6.1, 6.0 and 5.0 are not supported anymore, on any platform." -msgstr "" -"OpenERP 7.0, 6.1, 6.0 et 5.0 ne sont plus pris en charge, quelle que soit la" -" plateforme." - -#: ../../content/administration/maintain/supported_versions.rst:122 -msgid "" -"TinyERP 4.0, 3.0, 2.0 and 1.0 are not supported anymore, on any platform." -msgstr "" -"TinyERP 4.0, 3.0, 2.0 et 1.0 ne sont plus pris en charge, quelle que soit la" -" plateforme." - -#: ../../content/administration/maintain/supported_versions.rst:124 msgid "" "Even though we don't support older versions, you can always `upgrade from " "any version `_." @@ -7086,7 +7081,6 @@ msgstr "Conteneurs" #: ../../content/administration/odoo_sh/getting_started/settings.rst:6 #: ../../content/administration/odoo_sh/getting_started/status.rst:6 #: ../../content/administration/odoo_sh/overview.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:8 msgid "Overview" msgstr "Vue d'ensemble" @@ -8466,8 +8460,8 @@ msgstr "" "valides." #: ../../content/administration/odoo_sh/getting_started/branches.rst:298 -msgid ":doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`" -msgstr ":doc:`Mise à niveau - Odoo.sh <../../upgrade/odoo_sh>`" +msgid ":doc:`Upgrade documentation <../../upgrade>`" +msgstr ":doc:`Upgrade documentation <../../upgrade>`" #: ../../content/administration/odoo_sh/getting_started/branches.rst:303 #: ../../content/administration/odoo_sh/getting_started/settings.rst:3 @@ -11216,501 +11210,921 @@ msgstr "" "La documentation vous aidera à mettre en place votre projet Odoo.sh en un " "rien de temps." +#: ../../content/administration/upgrade.rst:5 +msgid "" +"An upgrade is the process of moving your database from an older version to a" +" newer :doc:`supported version ` (e.g., Odoo " +"14.0 to Odoo 16.0). Frequently upgrading is essential as each version comes " +"with new and improved features, bug fixes, and security patches." +msgstr "" +"Une mise à niveau est le processus qui consiste à faire passer votre base de" +" données d'une ancienne version à une nouvelle :doc:`version prise en charge" +" ` (par ex. Odoo 14.0 à Odoo 16.0). Il est " +"essentiel de procéder fréquemment à des mises à niveau, car chaque version " +"s'accompagne de fonctionnalités nouvelles et améliorées, de corrections de " +"bugs et de correctifs de sécurité." + +#: ../../content/administration/upgrade.rst:13 +msgid "" +"The Rolling Release process allows Odoo Online customers to upgrade their " +"database directly from a message prompt sent to the database administrator " +"as soon as a new version is released. The invitation to upgrade is only sent" +" if no issues are detected during the automatic tests." +msgstr "" +"Le processus de Rolling Release permet aux clients d'Odoo Online de mettre à" +" jour leur base de données directement à partir d'un message envoyé à " +"l'administrateur de la base de données dès qu'une nouvelle version est " +"publiée. L'invitation à la mise à niveau n'est envoyée que si aucun problème" +" n'est détecté lors des tests automatiques." + +#: ../../content/administration/upgrade.rst:0 +msgid "The upgrade message prompt on the top right of the database" +msgstr "Le message de mise à niveau en haut à droite de la base de données" + #: ../../content/administration/upgrade.rst:20 msgid "" -"An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo " -"15.0)." +"It is strongly recommended to manually :ref:`test the upgrade first " +"`. Clicking :guilabel:`I want to test first` redirects" +" to `the database manager `_, where it " +"is possible to request an upgraded test database and check it for any " +"discrepancies." msgstr "" -"Une mise à niveau consiste à passer à une version plus récente d'Odoo (par " -"ex. Odoo 14.0 à Odoo 15.0)." - -#: ../../content/administration/upgrade.rst:22 -msgid "An upgrade does not cover:" -msgstr "Une mise à niveau ne couvre pas :" - -#: ../../content/administration/upgrade.rst:24 -msgid "" -"Changing :ref:`editions ` (i.e., Community to " -"Enterprise edition)" -msgstr "" -"Le changement d':ref:`éditions ` (c'est-à-dire " -"Community à Enterprise)" +"Il est fortement recommandé de tester manuellement :ref:`la mise à niveau " +"d'abord `. Le fait de cliquer sur :guilabel:`Je veux " +"d'abord tester` redirige vers `le gestionnaire de base de données " +"`_, où il est possible de demander une " +"base de données test mise à niveau et de vérifier si elle présente des " +"anomalies." #: ../../content/administration/upgrade.rst:25 msgid "" -"Switching :ref:`hosting type ` (i.e., On-" -"Premise to Odoo Online or Odoo.sh)" +"It is **not** recommended to click :guilabel:`Upgrade Now` without testing " +"first, as it immediately triggers the live production database upgrade." msgstr "" -"Le changement de :ref:`type d'hébergement ` (c'est-à-dire de On-Premise à Odoo Online ou Odoo.sh)" +"Il n'est **pas** recommandé de cliquer sur :guilabel:`Mettre à niveau " +"maintenant` sans tester d'abord, car cela déclenche immédiatement la mise à " +"niveau de la base de données de production en direct." -#: ../../content/administration/upgrade.rst:27 -msgid "Migration from another ERP to Odoo" -msgstr "La migration d'un autre ERP vers Odoo" +#: ../../content/administration/upgrade.rst:28 +msgid "" +"If the Rolling Release process detects an issue with the upgrade, it will be" +" deactivated until the issue is resolved." +msgstr "" +"Si le processus de Rolling Release détecte un problème avec la mise à " +"niveau, celle-ci sera désactivée jusqu'à ce que le problème soit résolu." -#: ../../content/administration/upgrade.rst:29 -#: ../../content/administration/upgrade.rst:148 -#: ../../content/administration/upgrade.rst:259 -#: ../../content/administration/upgrade/faq.rst:81 -#: ../../content/administration/upgrade/faq.rst:92 -#: ../../content/administration/upgrade/faq.rst:119 -msgid "|assistance-contact|" -msgstr "|assistance-contact|" +#: ../../content/administration/upgrade.rst:31 +msgid "An upgrade does not cover:" +msgstr "Une mise à niveau ne couvre pas :" -#: ../../content/administration/upgrade.rst:32 -msgid ":ref:`upgrade/sla`" -msgstr ":ref:`upgrade/sla`" +#: ../../content/administration/upgrade.rst:33 +msgid "Downgrading to a previous version of Odoo" +msgstr "La rétrogradation vers une version antérieure d'Odoo" + +#: ../../content/administration/upgrade.rst:34 +msgid "" +":doc:`Switching editions ` (e.g., from Community to " +"Enterprise)" +msgstr "" +":doc:`Changer d'édition ` (par ex. de Community à " +"Enterprise)" + +#: ../../content/administration/upgrade.rst:35 +msgid "" +":doc:`Changing hosting type ` " +"(e.g., from on-premise to Odoo Online)" +msgstr "" +":doc:`Changer de type d'hébergement " +"` (par ex. de On-premise à Odoo " +"Online)" #: ../../content/administration/upgrade.rst:37 -msgid "Process workflow" -msgstr "Déroulement du processus" +msgid "Migrating from another ERP to Odoo" +msgstr "Migrer d'un autre ERP vers Odoo" -#: ../../content/administration/upgrade.rst:39 -msgid "The upgrade process in a nutshell:" -msgstr "Le processus de mise à niveau en quelques mots :" - -#: ../../content/administration/upgrade.rst:41 -msgid "You create a test upgrade request." -msgstr "Vous créez une demande de mise à niveau test." - -#: ../../content/administration/upgrade.rst:42 +#: ../../content/administration/upgrade.rst:40 msgid "" -"Odoo processes the request automatically by running the database through an " -"upgrade script, which takes between 20 and 120 minutes." +"If your database contains a **custom module**, you must first upgrade its " +"source code to be compatible with the new version of Odoo **before " +"upgrading**." msgstr "" -"Odoo traite la demande automatiquement en exécutant un script de mise à " -"niveau de la base de données, ce qui prend entre 20 et 120 minutes." +"Si votre base de données contient un **module personnalisé**, vous devez " +"d'abord mettre à niveau son code source pour qu'il soit compatible avec la " +"nouvelle version d'Odoo **avant de procéder à la mise à niveau**." -#: ../../content/administration/upgrade.rst:44 -msgid "Odoo delivers a test database." -msgstr "Odoo fournit une base de données test." - -#: ../../content/administration/upgrade.rst:45 -msgid "" -"You test your database for possible discrepancies (see :ref:`upgrade/test-" -"guidance`)." -msgstr "" -"Vous testez votre base de données pour détecter d'éventuelles anomalies " -"(voir :ref:`upgrade/test-guidance`)." - -#: ../../content/administration/upgrade.rst:46 -msgid "" -"If there are any discrepancies, you report them to the Upgrade support team " -"via the help portal (see :ref:`upgrade/test-assistance`)." -msgstr "" -"S'il y a des anomalies, vous les signalez à l'équipe d'assistance à la mise " -"à niveau via le portail d'assistance (voir :ref:`upgrade/test-assistance`)." - -#: ../../content/administration/upgrade.rst:48 -msgid "We fix the issues and send you a new test database." -msgstr "" -"Nous corrigeons les problèmes et vous envoyons une nouvelle base de données " -"test." +#: ../../content/administration/upgrade.rst:47 +msgid "Upgrading in a nutshell" +msgstr "La mise à niveau en quelques mots" #: ../../content/administration/upgrade.rst:49 msgid "" -"Once you have completed the testing and are happy with the result, you " -"decide on a date and time when you stop users from accessing Odoo, freeze " -"all data entries, and create an upgrade request for the production upgrade." +"Request an upgraded test database (see :ref:`obtaining an upgraded test " +"database `)." msgstr "" -"Une fois que vous avez terminé les tests et que vous êtes satisfait du " -"résultat, vous décidez de la date et de l'heure auxquelles vous empêchez les" -" utilisateurs d'accéder à Odoo, gelez toutes les entrées de données et créez" -" une demande de mise à niveau en production." +"Demander une base de données test mise à niveau (voir :ref:`obtenir une base" +" de données test mise à niveau `)." #: ../../content/administration/upgrade.rst:52 -msgid "Odoo delivers the production database through the automated process." -msgstr "" -"Odoo fournit la base de données de production par le biais du processus " -"automatisé." - -#: ../../content/administration/upgrade.rst:53 msgid "" -"You restore it in your Production environment a few short hours later and " -"continue working on the newly upgraded database (this is done automatically " -"on Odoo Online)." +"Thoroughly test the upgraded database (see :ref:`testing the new version of " +"the database `)." msgstr "" -"Vous la restaurez dans votre environnement de production quelques heures " -"plus tard et continuez à travailler sur la base de données nouvellement mise" -" à niveau (cela se fait automatiquement sur Odoo Online)." +"Tester minutieusement la base de données mise à niveau (voir :ref:`tester la" +" nouvelle version de la base de données `)." -#: ../../content/administration/upgrade.rst:57 -msgid ":doc:`Upgrade process for Odoo Online `" +#: ../../content/administration/upgrade.rst:55 +msgid "" +"Report any issue encountered during the testing to Odoo via the `support " +"page `__." msgstr "" -":doc:`Processus de mise à niveau pour Odoo Online `" +"Signaler à Odoo tout problème rencontré pendant les tests via la `page " +"d'assistance `__." #: ../../content/administration/upgrade.rst:58 -msgid ":doc:`Upgrade process for Odoo.sh `" -msgstr ":doc:`Processus de mise à niveau pour Odoo.sh `" - -#: ../../content/administration/upgrade.rst:59 -msgid ":doc:`Upgrade process for On-Premise `" +msgid "" +"(If applicable) : upgrade the source code of your custom module to be " +"compatible with the new version of Odoo." msgstr "" -":doc:`Procédure de mise à niveau pour On Premise `" +"(Le cas échéant) : mettre à niveau le code source de votre module " +"personnalisé pour qu'il soit compatible avec la nouvelle version d'Odoo." + +#: ../../content/administration/upgrade.rst:61 +msgid "" +"Once all issues are resolved and you are confident that the upgraded " +"database can be used as your main database without any issues, plan the " +"upgrade of your production database." +msgstr "" +"Une fois que tous les problèmes sont résolus et que vous êtes sûr que la " +"base de données mise à niveau peut être utilisée comme base de données " +"principale sans aucun problème, planifiez la mise à niveau de votre base de " +"données de production." #: ../../content/administration/upgrade.rst:64 -msgid "Testing" -msgstr "En test" - -#: ../../content/administration/upgrade.rst:66 msgid "" -"This phase allows you to review an upgraded version of your database without" -" affecting your production database in any way. We suggest that you run the " -"test upgrade process at least once, but you can do it as many times as you " -"need (one at a time)." +"Request the upgrade for the production database, rendering it unavailable " +"for the time it takes to complete the process (see :ref:`upgrading the " +"production database `)." msgstr "" -"Cette phase vous permet de revoir une version mise à niveau de votre base de" -" données sans affecter votre base de données de production de quelque " -"manière que ce soit. Nous vous suggérons d'exécuter le processus de mise à " -"niveau de test au moins une fois, mais vous pouvez le faire autant de fois " -"que nécessaire (une fois à la fois)." +"Demandez la mise à niveau de la base de données de production, ce qui la " +"rend indisponible pendant la durée du processus (voir :ref:`mettre à niveau " +"la base de données de production `)." -#: ../../content/administration/upgrade.rst:70 +#: ../../content/administration/upgrade.rst:67 msgid "" -"Once you receive your upgraded test database, check that all data, " -"processes, and functionality are still correct and working as expected." +"Report any issue encountered during the upgrade to Odoo via the `support " +"page `__." msgstr "" -"Une fois que vous recevez votre base de données test mise à niveau, vérifiez" -" que toutes les données, tous les processus et toutes les fonctionnalités " -"sont toujours corrects et fonctionnent comme prévu." +"Signalez à Odoo tout problème rencontré pendant la mise à niveau via la " +"`page d'assistance `__." -#: ../../content/administration/upgrade.rst:73 -msgid "" -"If you do find discrepancies, :ref:`report your issues ` and :ref:`request a new test database ` when the reported issues are fixed in the upgrade script." -msgstr "" -"Si vous trouvez des anomalies, :ref:`signalez vos problèmes ` et :ref:`demandez une nouvelle base de données test " -"` lorsque les problèmes signalés auront été résolus" -" dans le script de mise à niveau." +#: ../../content/administration/upgrade.rst:76 +msgid "Obtaining an upgraded test database" +msgstr "Obtenir une base de données test mise à niveau" -#: ../../content/administration/upgrade.rst:77 +#: ../../content/administration/upgrade.rst:78 msgid "" -"If you do not find any discrepancies, you can move on to the upgrade of your" -" production database." +"The `Upgrade page `_ is the main platform for " +"requesting an upgraded database. However, depending on the hosting type, you" +" can upgrade from the command line (on-premise), the `Odoo Online database " +"manager `_, or your `Odoo.sh project " +"`_." msgstr "" -"Si vous ne contactez aucune anomalie, vous pouvez passer à la mise à niveau " -"de votre base de données de production." +"La `Page de mise à niveau `_ est la plateforme " +"principale pour demander une base de données mise à niveau. Cependant, en " +"fonction du type d'hébergement, vous pouvez mettre à niveau à partir de la " +"ligne de commande (on-premise), du `gestionnaire de base de données Odoo " +"Online `_, ou de votre `projet Odoo.sh " +"`_." -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:84 msgid "" -"A test database is only intended for testing and remains completely " -"unrelated to your present or future production database. Any data you add, " -"or changes you make, will not be reflected in your upgraded production " -"database." +"The Upgrade platform follows the same `Privacy Policy " +"`_ as the other Odoo.com services. Visit the " +"`General Data Protection Regulation page `_ to " +"learn more about how Odoo handles your data and privacy." msgstr "" -"Une base de données de test est uniquement destinée à être testée et n'a " -"aucun lien avec votre base de données de production actuelle ou future. Les " -"données que vous ajoutez ou les modifications que vous apportez ne seront " -"pas reflétées dans votre base de données de production mise à niveau." - -#: ../../content/administration/upgrade.rst:85 -msgid "" -"Test databases are neutered and features are disabled to prevent them from " -"having an impact on the production database:" -msgstr "" -"Les bases de données de test sont stérilisées et les fonctionnalités sont " -"désactivées pour éviter qu'elles n'aient un impact sur la base de données de" -" production :" - -#: ../../content/administration/upgrade.rst:88 -msgid "" -"The serial number of the database is modified (to prevent it from sending " -"information as if it was the production database)." -msgstr "" -"Le numéro de série de la base de données est modifié (pour éviter qu'elle " -"n'envoie des informations comme s'il s'agissait de la base de données de " -"production)." - -#: ../../content/administration/upgrade.rst:90 -msgid "" -"The :ref:`base URL of the database ` is reset to " -"``http://localhost:8069`` and the email domain to ``localhost``." -msgstr "" -"L':ref:`URL de base de la base de données ` est " -"réinitialisée à ``http://localhost:8069`` et le domaine de messagerie à " -"``localhost``." +"La plateforme de mise à niveau suit la même `Politique vie privée " +"`_ que les autres services d'Odoo.com. " +"Consultez la `page du Règlement général sur la protection des données " +"`_ pour en savoir plus sur la façon dont Odoo " +"traite vos données et votre vie privée." #: ../../content/administration/upgrade.rst:92 msgid "" -"Scheduled actions are disabled (the calendar synchronization, the bank " -"statement synchronization, the planned automated actions, the fetching of " -"incoming mail servers, etc.)." +"Odoo Online databases can be manually upgraded via the `database manager " +"`_." msgstr "" -"Les actions planifiées sont désactivées (la synchronisation du calendrier, " -"la synchronisation des relevés bancaires, les actions automatisées " -"planifiées, la récupération des serveurs de messagerie entrants, etc.)." +"Les bases de données d'Odoo Online peuvent être mises à niveau manuellement " +"via le `gestionnaire de bases de données `_." -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:95 +msgid "" +"The database manager displays all databases associated with the user's " +"account. Databases not on the most recent version of Odoo display an arrow " +"in a circle icon next to their name, indicating that they can be upgraded." +msgstr "" +"Le gestionnaire de base de données affiche toutes les bases de données " +"associées au compte de l'utilisateur. Les bases de données qui ne sont pas " +"sur la version la plus récente d'Odoo affichent une flèche dans un cercle à " +"côté de leur nom, indiquant qu'elles peuvent être mises à niveau." + +#: ../../content/administration/upgrade.rst:0 +msgid "" +"The database manager with an upgrade button next to the name of a database." +msgstr "" +"Le gestionnaire de base de données avec un bouton de mise à niveau à côté du" +" nom d'une base de données." + +#: ../../content/administration/upgrade.rst:102 +msgid "" +"Click the **arrow in a circle** icon to start the upgrade process. In the " +"popup, fill in:" +msgstr "" +"Cliquez sur la **flèche dans un cercle** pour lancer le processus de mise à " +"niveau. Dans la fenêtre contextuelle, remplissez les champs suivants :" + +#: ../../content/administration/upgrade.rst:104 +msgid "" +"The **version** of Odoo you want to upgrade to, usually the latest version" +msgstr "" +"La **version** d'Odoo vers laquelle vous souhaitez vous mettre à niveau, " +"généralement la version la plus récente" + +#: ../../content/administration/upgrade.rst:105 +msgid "" +"The **email** address that should receive the link to the upgraded database" +msgstr "" +"L'adresse **email** qui doit recevoir le lien vers la base de données mise à" +" niveau" + +#: ../../content/administration/upgrade.rst:106 +msgid "" +"The :guilabel:`Purpose` of the upgrade, which is automatically set to " +":guilabel:`Test` for your first upgrade request" +msgstr "" +"La :guilabel:`Finalité` de la mise à niveau, qui est automatiquement définie" +" sur :guilabel:`Test` pour votre première demande de mise à niveau" + +#: ../../content/administration/upgrade.rst:0 +msgid "The \"Upgrade your database\" popup." +msgstr "La fenêtre contextuelle \"Mettre à niveau votre base de données\"." + +#: ../../content/administration/upgrade.rst:112 +msgid "" +"The :guilabel:`Upgrade in progress` tag is displayed next to the database " +"name until completion. Once the process succeeds, an email containing a link" +" to the upgraded test database is sent to the address provided. The database" +" can also be accessed from the database manager by clicking the dropdown " +"arrow before the database name." +msgstr "" +"L'étiquette :guilabel:`Mise à niveau en cours` s'affiche à côté du nom de la" +" base de données jusqu'à la fin du processus. Une fois le processus terminé," +" un email contenant un lien vers la base de données test mise à niveau est " +"envoyé à l'adresse fournie. La base de données est également accessible à " +"partir du gestionnaire de base de données en cliquant sur la flèche " +"déroulante devant le nom de la base de données." + +#: ../../content/administration/upgrade.rst:0 +msgid "Clicking the menu arrow displays the upgraded test database." +msgstr "" +"Le fait de cliquer sur la flèche déroulante affiche la base de données test " +"mise à niveau." + +#: ../../content/administration/upgrade.rst:122 +msgid "" +"Odoo.sh is integrated with the upgrade platform to simplify the upgrade " +"process." +msgstr "" +"Odoo.sh est intégré à la plateforme de mise à niveau pour simplifier le " +"processus de mise à niveau." + +#: ../../content/administration/upgrade.rst:0 +msgid "Odoo.sh project and tabs" +msgstr "Projet et onglets Odoo.sh" + +#: ../../content/administration/upgrade.rst:127 +msgid "" +"The **latest production daily automatic backup** is then sent to the " +"`upgrade platform `_." +msgstr "" +"La **dernière sauvegarde automatique quotidienne de production** est envoyée" +" à la `plateforme de mise à niveau `_." + +#: ../../content/administration/upgrade.rst:130 +msgid "" +"Once the upgrade platform is done upgrading the backup and uploading it on " +"the branch, it is put in a **special mode**: each time a **commit is " +"pushed** on the branch, a **restore operation** of the upgraded backup and " +"an **update of all the custom modules** occur. This allows you to test your " +"custom modules on a pristine copy of the upgraded database. The log file of " +"the upgrade process can be found in your newly upgraded staging build by " +"going to :file:`~/logs/upgrade.log`." +msgstr "" +"Une fois que la plateforme de mise à niveau a fini de mettre à jour la " +"sauvegarde et de l'envoyer sur la branche, elle se met en **mode spécial** :" +" chaque fois qu'un **commit est poussé** sur la branche, une **opération de " +"restauration** de la sauvegarde mise à niveau et une **mise à jour de tous " +"les modules personnalisés** se produisent. Cela vous permet de tester vos " +"modules personnalisés sur une copie vierge de la base de données mise à " +"niveau. Le fichier journal du processus de mise à niveau est accessible dans" +" votre nouvelle version staging mise à niveau en allant à " +":file:`~/logs/upgrade.log`." + +#: ../../content/administration/upgrade.rst:138 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. If there are none, the \"update on commit\" mode is skipped, the " +"upgraded database is built as soon as it is transferred from the upgrade " +"platform, and the upgrade mode is exited." +msgstr "" +"Dans les bases de données où des modules personnalisés sont installés, leur " +"code source doit être mis à jour avec la version cible d'Odoo avant que la " +"mise à niveau puisse être effectuée. S'il n'y en a pas, le mode \"mettre à " +"jour sur commit\" est ignoré, la base de données mise à niveau est " +"construite dès qu'elle est transférée de la plateforme de mise à niveau, et " +"le mode de mise à niveau est quitté." + +#: ../../content/administration/upgrade.rst:150 +#: ../../content/administration/upgrade.rst:342 +msgid "On-premise" +msgstr "On-premise" + +#: ../../content/administration/upgrade.rst:152 +msgid "" +"The standard upgrade process can be initiated by entering the following " +"command line on the machine where the database is hosted:" +msgstr "" +"Le processus de mise à niveau standard peut être initié en saisissant la " +"ligne de commande suivante sur la machine sur laquelle la base de données " +"est hébergée :" + +#: ../../content/administration/upgrade.rst:159 +msgid "" +"The following command can be used to display the general help and the main " +"commands:" +msgstr "" +"La commande suivante peut être utilisée pour afficher l'aide générale et les" +" commandes principales :" + +#: ../../content/administration/upgrade.rst:165 +msgid "" +"An upgraded test database can also be requested via the `Upgrade page " +"`_." +msgstr "" +"Une base de données test mise à niveau peut également être demandée via la " +"`Page de mise à niveau `_." + +#: ../../content/administration/upgrade.rst:169 +msgid "" +"For security reasons, only the person who submitted the upgrade request can " +"download it." +msgstr "" +"Pour des raisons de sécurité, seule la personne qui a soumis la demande de " +"mise à niveau peut la télécharger." + +#: ../../content/administration/upgrade.rst:170 +msgid "" +"For storage reasons, the database's copy is submitted without a filestore to" +" the upgrade server. Therefore, the upgraded database does not contain the " +"production filestore." +msgstr "" +"Pour des raisons de stockage, la copie de la base de données est soumise au " +"serveur de mise à niveau sans filestore. Par conséquent, la base de données " +"mise à niveau ne contient pas le filestore de production." + +#: ../../content/administration/upgrade.rst:172 +msgid "" +"Before restoring the upgraded database, its filestore must be merged with " +"the production filestore to be able to perform tests in the same conditions " +"as it would be in the new version." +msgstr "" +"Avant de restaurer la base de données mise à niveau, son filestore doit être" +" fusionné avec le filestore de production pour pouvoir effectuer des tests " +"dans les mêmes conditions que dans la nouvelle version." + +#: ../../content/administration/upgrade.rst:175 +msgid "The upgraded database contains:" +msgstr "La base de données mise à niveau contient :" + +#: ../../content/administration/upgrade.rst:177 +msgid "A `dump.sql` file containing the upgraded database" +msgstr "Un fichier `dump.sql` contenant la base de données mise à niveau" + +#: ../../content/administration/upgrade.rst:178 +msgid "" +"A `filestore` folder containing files extracted from in-database records " +"into attachments (if there are any) and new standard Odoo files from the " +"targeted Odoo version (e.g., new images, icons, payment provider's logos, " +"etc.). This is the folder that should be merged with the production " +"filestore in order to get the full upgraded filestore." +msgstr "" +"Un dossier `filestore` contenant des fichiers qui ont été extraits des " +"enregistrements de la base de données vers les pièces jointes (s'il y en a) " +"et les nouveaux fichiers Odoo standard de la version Odoo ciblée (comme les " +"nouvelles images, icônes, logos des fournisseurs de paiement, etc.). Il " +"s'agit du dossier qui doit être fusionné avec le mémoire fichier de " +"production afin d'obtenir le mémoire fichier complet mis à jour." + +#: ../../content/administration/upgrade.rst:185 +msgid "" +"You can request multiple test databases if you wish to test an upgrade more " +"than once." +msgstr "" +"Vous pouvez demander plusieurs bases de données de test si vous voulez " +"tester la mise à niveau plus d'une fois." + +#: ../../content/administration/upgrade.rst:190 +msgid "" +"When an upgrade request is completed, an upgrade report is attached to the " +"successful upgrade email, and it becomes available in the Discuss app for " +"users who are part of the \"Administration / Settings\" group. This report " +"provides important information about the changes introduced by the new " +"version." +msgstr "" +"Lorsqu'une demande de mise à niveau est complétée, un rapport de mise à " +"niveau est jointe à l'email de mise à niveau réussie et il devient " +"accessible dans l'application Discussion pour les utilisateurs qui font " +"partie du groupe \"Administration / Paramètres\". Ce rapport fournit des " +"informations importantes sur les changements introduits par la nouvelle " +"version." + +#: ../../content/administration/upgrade.rst:198 +msgid "Testing the new version of the database" +msgstr "Tester la nouvelle version de la base de données" + +#: ../../content/administration/upgrade.rst:200 +msgid "" +"It is essential to spend some time testing the upgraded test database to " +"ensure that you are not stuck in your day-to-day activities by a change in " +"views, behavior, or an error message once the upgrade goes live." +msgstr "" +"Il est essentiel de passer du temps à tester la base de données test mise à " +"niveau pour s'assurer que vous ne serez pas bloqué dans vos activités " +"quotidiennes par un changement de vue, de comportement ou par un message " +"d'erreur lorsque la mise à niveau sera opérationnelle." + +#: ../../content/administration/upgrade.rst:205 +msgid "" +"Test databases are neutralized, and some features are disabled to prevent " +"them from impacting the production database:" +msgstr "" +"Les bases de données test sont neutralisées et certaines fonctionnalités " +"sont désactivées pour éviter qu'elles n'aient un impact sur la base de " +"données de production :" + +#: ../../content/administration/upgrade.rst:208 +msgid "Scheduled actions are disabled." +msgstr "Les actions planifiées sont désactivées." + +#: ../../content/administration/upgrade.rst:209 msgid "" "Outgoing mail servers are disabled by archiving the existing ones and adding" -" a fake/non-working one." +" a fake one." msgstr "" "Les serveurs de messagerie sortants sont désactivés en archivant les " -"serveurs existants et en ajoutant un faux serveur qui ne fonctionne pas." +"serveurs existants et en ajoutant un faux serveur." -#: ../../content/administration/upgrade.rst:96 -msgid "Payment providers and delivery carriers are reset to test environment." +#: ../../content/administration/upgrade.rst:210 +msgid "" +"Payment providers and delivery carriers are reset to the test environment." msgstr "" "Les fournisseurs de paiement et les transporteurs sont réinitialisés dans " "l'environnement de test." -#: ../../content/administration/upgrade.rst:97 +#: ../../content/administration/upgrade.rst:211 msgid "" -"Accounting localization Electronic Data Interchange (EDI) services are " -"disabled." +"Bank synchronization is disabled. Should you want to test the " +"synchronization, contact your bank synchronization provider to get sandbox " +"credentials." msgstr "" -"Les services d'échange de données informatisé (EDI) de la comptabilité sont " -"désactivés." +"La synchronisation bancaire est désactivée. Si vous voulez tester la " +"synchronisation, contactez votre fournisseur de synchronisation bancaire " +"pour obtenir des identifiants sandbox." -#: ../../content/administration/upgrade.rst:98 -msgid "A system parameter is set to tell the database has been neutered." -msgstr "" -"Un paramètre système est défini pour indiquer que la base de données a été " -"stérilisée." - -#: ../../content/administration/upgrade.rst:103 -msgid "Request a test database" -msgstr "Demander une base de données de test" - -#: ../../content/administration/upgrade.rst:105 +#: ../../content/administration/upgrade.rst:214 msgid "" -"Follow the instructions available per hosting type on the `website form " -"`_ and select *Testing* purpose." +"Testing as many of your business flows as possible is strongly recommended " +"to ensure they are working correctly and to get more familiar with the new " +"version." msgstr "" -"Suivez les instructions disponibles par type d'hébergement sur le " -"`formulaire de site web `_ et sélectionnez la " -"finalité *Test*." +"Il est fortement recommandé de tester le plus de flux commerciaux possible " +"pour s'assurer qu'ils fonctionnent correctement et pour se familiariser avec" +" la nouvelle version." -#: ../../content/administration/upgrade.rst-1 -msgid "Selection of the \"Testing\" purpose in the upgrade form on Odoo" -msgstr "" -"Sélection de la finalité \"Test\" dans le formulaire de mise à niveau sur " -"Odoo" +#: ../../content/administration/upgrade.rst:217 +msgid "Basic test checklist" +msgstr "Check-list des tests de base" -#: ../../content/administration/upgrade.rst:115 -msgid "Test guidance" -msgstr "Guide de test" - -#: ../../content/administration/upgrade.rst:117 +#: ../../content/administration/upgrade.rst:219 msgid "" -"Every business and organization has its own operational needs and has to " -"test its specific Odoo database individually. We recommend you look at `the " -"test scenario " -"`_" -" for further information." +"Are there views that are deactivated in your test database but active in " +"your production database?" msgstr "" -"Chaque entreprise et organisation a ses propres besoins opérationnels et " -"doit tester sa base de données Odoo individuellement. Nous vous recommandons" -" de consulter `le scénario de test " -"`_" -" pour plus d'informations." +"Il y a-t-il des vues qui sont désactivées dans votre base de données de " +"test, mais actives dans votre base de données de production ?" -#: ../../content/administration/upgrade.rst:122 -msgid "change link \"test scenario\" once the related doc is published" +#: ../../content/administration/upgrade.rst:221 +msgid "Are your usual views still displayed correctly?" +msgstr "Vos vues habituelles s'affichent-elles correctement ?" + +#: ../../content/administration/upgrade.rst:222 +msgid "Are your reports (invoice, sales order, etc.) correctly generated?" msgstr "" -"modifier le lien \"scénario de test\" une fois le document correspondant est" -" publié" +"Vos rapports (facture, commande, etc.) sont-ils correctement générés ?" -#: ../../content/administration/upgrade.rst:127 -#: ../../content/administration/upgrade.rst:172 -msgid "Assistance" -msgstr "Assistance" +#: ../../content/administration/upgrade.rst:223 +msgid "Are your website pages working correctly?" +msgstr "Les pages de votre site web fonctionnent-ils correctement ?" -#: ../../content/administration/upgrade.rst:129 +#: ../../content/administration/upgrade.rst:224 msgid "" -"If you encounter an issue in the **test database**, please get in touch with" -" Odoo Upgrade Support via the `Odoo Support page " -"`_." +"Are you able to create and modify records? (sales orders, invoices, " +"purchases, users, contacts, companies, etc.)" msgstr "" -"Si vous rencontrez un problème dans la **base de données de test**, " -"contactez l'assistance à la mise à niveau d'Odoo via la `page d'assistance " -"d'Odoo `_." +"Êtes-vous en mesure de créer et de modifier des enregistrements ? " +"(commandes, factures, bons de commande, utilisateurs, contacts, sociétés, " +"etc.)" -#: ../../content/administration/upgrade.rst:132 +#: ../../content/administration/upgrade.rst:226 +msgid "Are there any issues with your mail templates?" +msgstr "Rencontrez-vous des problèmes avec vos modèles d'email ?" + +#: ../../content/administration/upgrade.rst:227 +msgid "Are there any issues with saved translations?" +msgstr "Rencontrez-vous des problèmes avec les traductions enregistrées ?" + +#: ../../content/administration/upgrade.rst:228 +msgid "Are your search filters still present?" +msgstr "Vos filtres de recherche sont-ils toujours présents ?" + +#: ../../content/administration/upgrade.rst:229 +msgid "Can you export your data?" +msgstr "Pouvez-vous exporter vos données ?" + +#: ../../content/administration/upgrade.rst:233 msgid "" -"Under the *Ticket Description* section, select *An issue related to my " -"upgrade* ticket type." +"Checking a random product in your product catalog and comparing its test and" +" production data to verify everything is the same (product category, selling" +" price, cost price, vendor, accounts, routes, etc.)." msgstr "" -"Sous la section *Description du ticket*, sélectionnez le type de ticket *Un " -"problème lié à ma mise à niveau*." +"Vérifier un produit aléatoire dans votre catalogue de produits et comparer " +"ses données de test et de production pour vérifie que tout est identique " +"(catégorie de produit, prix de vente, coût, fournisseur, comptes, routes, " +"etc.)." -#: ../../content/administration/upgrade.rst:0 +#: ../../content/administration/upgrade.rst:236 +msgid "Buying this product (Purchase app)." +msgstr "Acheter ce produit (application Achats)" + +#: ../../content/administration/upgrade.rst:237 +msgid "Confirming the reception of this product (Inventory app)." +msgstr "Confirmer la réception de ce produit (application Inventaire)." + +#: ../../content/administration/upgrade.rst:238 msgid "" -"Selection of \"An issue related to my upgrade\" as Ticket Type in the " -"support form on Odoo" +"Checking if the route to receive this product is the same in your production" +" database (Inventory app)." msgstr "" -"Sélection du type de ticket \"Un problème lié à ma mise à niveau\" dans le " -"formulaire d'assistance sur Odoo" +"Vérifier si la route pour recevoir ce produit est la même dans votre base de" +" données de production (application Inventaire)." -#: ../../content/administration/upgrade.rst:139 +#: ../../content/administration/upgrade.rst:240 +msgid "Selling this product (Sales app) to a random customer." +msgstr "Vendre ce produit (application Ventes) à un client aléatoire." + +#: ../../content/administration/upgrade.rst:241 msgid "" -"If you choose another *Ticket Description* type, the request will be " -"redirected to another team. This will slow down the processing and response " -"time." +"Opening your customer database (Contacts app), selecting a customer (or " +"company), and checking its data." msgstr "" -"Si vous choisissez un autre type de *Description de ticket*, la demande sera" -" envoyée à une autre équipe. Cela ralentira le temps de traitement et de " -"réponse." +"Ouvrir votre base de données client (application Contacts), sélectionner un " +"client (ou une société) et vérifier ses données." -#: ../../content/administration/upgrade.rst:142 -#: ../../content/administration/upgrade.rst:185 +#: ../../content/administration/upgrade.rst:243 +msgid "Shipping this product (Inventory app)." +msgstr "Expédier ce produit (application Inventaire)." + +#: ../../content/administration/upgrade.rst:244 msgid "" -"Please provide as much detail as you can (i.e., videos and screenshots to " -"illustrate your issue). This will avoid clarifying questions and speed up " -"the resolution process significantly." +"Checking if the route to ship this product is the same as in your production" +" database (Inventory app)." msgstr "" -"Veuillez fournir autant de détails que possible (par ex. des vidéos et des " -"captures d'écran pour illustrer votre problème). Vous éviterez ainsi les " -"questions de clarification et accélérez considérablement le processus de " -"résolution." +"Vérifier si la route pour expédier ce produit est la même que dans votre " +"base de données de production (application Inventaire)." -#: ../../content/administration/upgrade.rst:146 +#: ../../content/administration/upgrade.rst:246 +msgid "Validating a customer invoice (Invoicing or Accounting app)." +msgstr "" +"Valider la facture d'un client (application Facturation ou Comptabilité)." + +#: ../../content/administration/upgrade.rst:247 msgid "" -"The purpose of the test phase is not to correct existing data or " -"configurations in your database." +"Crediting the invoice (issuing a credit note) and checking if it behaves as " +"in your production database." msgstr "" -"La finalité de la phase de test n'est pas de corriger les données ou les " -"configurations existantes dans votre base de données." +"Créditer la facture (émettre un avoir) et vérifier si le comportement est le" +" même que dans votre base de données de production." -#: ../../content/administration/upgrade.rst:153 -msgid "The production launch" -msgstr "La mise en production" +#: ../../content/administration/upgrade.rst:249 +msgid "Checking your reports' results (Accounting app)." +msgstr "Vérifier les résultats de vos rapports (application Comptabilité)." -#: ../../content/administration/upgrade.rst:155 +#: ../../content/administration/upgrade.rst:250 msgid "" -"The production upgrade request is when you decide to upgrade your current " -"database with all your production data (invoices, VAT returns, inventories, " -"current orders) to a new version of your choice." +"Randomly checking your taxes, currencies, bank accounts, and fiscal year " +"(Accounting app)." msgstr "" -"La demande de mise à niveau de production est le moment où vous décidez de " -"mettre à niveau votre base de données actuelle avec toutes vos données de " -"production (facture, déclarations de TVA, inventaires, commandes actuelles) " -"vers une nouvelle version de votre choix." +"Vérifier vos taxes, devises, comptes bancaires et exercice fiscal de manière" +" aléatoire (application Comptabilité)." -#: ../../content/administration/upgrade.rst:159 +#: ../../content/administration/upgrade.rst:251 msgid "" -"After your :ref:`tests ` are completed to your " -"satisfaction, submit the request to upgrade your production database via our" -" `website form `_. Select *Production* purpose." +"Making an online order (Website apps) from the product selection in your " +"shop until the checkout process and checking if everything behaves as in " +"your production database." msgstr "" -"Une fois que vous êtes satisfait des :ref:`tests `, " -"soumettez la demande de mise à niveau de votre base de données de production" -" via notre `formulaire de site web `_. " -"Sélectionnez la finalité *Production*." +"Placer une commande en ligne (applications Site Web) à partir de la " +"sélection de produits dans votre boutique jusqu'au passage en caisse et " +"vérifier si le comportement est le même que dans votre base de données de " +"production." -#: ../../content/administration/upgrade.rst:164 +#: ../../content/administration/upgrade.rst:254 +msgid "" +"This list is **not** exhaustive. Extend the example to your other apps based" +" on your use of Odoo." +msgstr "" +"Cette liste n'est **pas** exhaustive. Étendez l'exemple à vos autres " +"applications en fonction de votre utilisation d'Odoo." + +#: ../../content/administration/upgrade.rst:256 +msgid "" +"If you face an issue while testing your upgraded test database, you can " +"request the assistance of Odoo via the `support page " +"`__ by selecting the option related " +"to testing the upgrade. In any case, it is essential to report any problem " +"encountered during the testing to fix it before upgrading your production " +"database." +msgstr "" +"Si vous rencontre un problème lorsque vous testez votre base de données de " +"test mise à niveau, vous pouvez faire à l'appel à l'assistance d'Odoo via la" +" `page d'assistance `__ en " +"sélectionnant l'option relative aux tests de la mise à niveau. Dans tous les" +" cas, il est essentiel de signaler tout problème rencontré pendant la phase " +"de test pour y remédier avant de mettre à niveau votre base de données de " +"production." + +#: ../../content/administration/upgrade.rst:261 +msgid "" +"You might encounter significant differences with standard views, features, " +"fields, and models during testing. Those changes cannot be reverted on a " +"case-by-case basis. However, if a change introduced by a new version breaks " +"a customization, it is the responsibility of the maintainer of your custom " +"module to make it compatible with the new version of Odoo." +msgstr "" +"Il se peut que vous rencontriez des différentes significatives avec les " +"vues, fonctionnalités, champs et modèles standards pendant les tests. Ces " +"changements ne peuvent pas être annulés au cas par cas. Cependant, si un " +"changement introduit par une nouvelle version casse une personnalisation, il" +" est de la respons" + +#: ../../content/administration/upgrade.rst:267 +msgid "Do not forget to test:" +msgstr "N'oubliez pas de tester :" + +#: ../../content/administration/upgrade.rst:269 +msgid "Integrations with external software (EDI, APIs, etc.)" +msgstr "Les intégrations avec les logiciels externes (EDI, APIs, etc.)" + +#: ../../content/administration/upgrade.rst:270 +msgid "" +"Workflows between different apps (online sales with eCommerce, converting a " +"lead all the way to a sales order, delivery of products, etc.)" +msgstr "" +"Les flux de travail entre différentes applications (ventes en ligne avec " +"eCommerce, convertir une piste en commande, livraison de produits, etc.)" + +#: ../../content/administration/upgrade.rst:272 +msgid "Data exports" +msgstr "Les exports de données" + +#: ../../content/administration/upgrade.rst:273 +msgid "Automated actions" +msgstr "Actions automatisées" + +#: ../../content/administration/upgrade.rst:274 +msgid "" +"Server actions in the action menu on form views, as well as by selecting " +"multiple records on list views" +msgstr "" +"Les actions serveur dans le menu d'action sur les formulaires, ainsi qu'en " +"sélectionnant plusieurs enregistrements sur les vues de liste." + +#: ../../content/administration/upgrade.rst:280 +msgid "Upgrading the production database" +msgstr "Mettre à niveau la base de données de production" + +#: ../../content/administration/upgrade.rst:282 +msgid "" +"Once the :ref:`tests ` are completed and you are " +"confident that the upgraded database can be used as your main database " +"without any issues, it is time to plan the go-live day. It can be planned in" +" coordination with Odoo's upgrade support analysts, reachable via the " +"`support page `__." +msgstr "" +"Une fois que les :ref:`tests ` sont terminés et que " +"vous êtes sûr que la base de données mise à niveau peut être utilisée comme " +"votre principale base de données sans aucun problème, il est temps de " +"planifier votre go-live. Il peut être planifié en coordination avec les " +"analystes de l'assistance à la mise à niveau d'Odoo, joignable via la `page " +"d'assistance `__." + +#: ../../content/administration/upgrade.rst:287 +msgid "" +"Your production database will be unavailable during its upgrade. Therefore, " +"we recommend planning the upgrade at a time when the use of the database is " +"minimal." +msgstr "" +"Votre base de données de production ne sera pas disponible pendant sa mise à" +" niveau. Par conséquent, nous vous recommandons de planifier la mise à " +"niveau à un moment où l'utilisation de la base de données est minimale." + +#: ../../content/administration/upgrade.rst:290 +msgid "" +"As the standard upgrade scripts and your database are constantly evolving, " +"it is also recommended to frequently request another upgraded test database " +"to ensure that the upgrade process is still successful, especially if it " +"takes a long time to finish. Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended." +msgstr "" +"Comme les scripts de mise à niveau standard et votre base de données sont en" +" évolution constante, il est également recommandé de demander fréquemment " +"une autre base de données de test mise à niveau pour s'assurer que le " +"processus de mise à niveau est toujours réussi, en particulier s'il prend " +"beaucoup de temps à se terminer. Il est également recommandé de répéter " +"entièrement le processus de mise à niveau la veille de la mise à niveau de " +"la base de données de production." + +#: ../../content/administration/upgrade.rst:296 msgid "Going into production without first testing may lead to:" msgstr "" "La mise en production sans avoir effectué de tests préalables peut entraîner" " :" -#: ../../content/administration/upgrade.rst:166 +#: ../../content/administration/upgrade.rst:298 +msgid "Users failing to adjust to the changes and new features" +msgstr "" +"Des utilisateurs qui ne s'adaptent pas aux changements et aux nouvelles " +"fonctionnalités" + +#: ../../content/administration/upgrade.rst:299 msgid "" -"business interruptions (e.g., no longer having the possibility to validate " +"Business interruptions (e.g., no longer having the possibility to validate " "an action)" msgstr "" -"des interruptions d'activité (par ex. ne plus avoir la possibilité de " +"Des interruptions d'activité (par ex. ne plus avoir la possibilité de " "valider une action)" -#: ../../content/administration/upgrade.rst:167 +#: ../../content/administration/upgrade.rst:300 msgid "" -"poor customer experiences (e.g., an eCommerce website that does not work " +"Poor customer experience (e.g., an eCommerce website that does not work " "correctly)" msgstr "" -"de mauvaises expériences pour les clients (par ex. un site web d'eCommerce " -"qui ne fonctionne pas correctement)" +"Une mauvaise expérience client (par ex. un site web d'eCommerce qui ne " +"fonctionne pas correctement)" -#: ../../content/administration/upgrade.rst:174 +#: ../../content/administration/upgrade.rst:302 msgid "" -"If you encounter issues or problems in the **production database**, please " -"get in touch with **Odoo Support**:" +"The process of upgrading a production database is similar to upgrading a " +"test database with a few exceptions." msgstr "" -"Si vous rencontrez des problèmes dans la **base de données de production**, " -"veuillez contacter l'**Assistance d'Odoo** :" +"Le processus de mise à niveau d'une base de données de production est " +"similaire à la mise à niveau d'une base de données de test avec quelques " +"exceptions." -#: ../../content/administration/upgrade.rst:177 -msgid "Connect to our `Odoo Support page `_." -msgstr "" -"Connectez-vous à notre `page d'Assistance Odoo " -"`_." - -#: ../../content/administration/upgrade.rst:178 +#: ../../content/administration/upgrade.rst:309 msgid "" -"Under the *Ticket Description* section, select the appropriate type related " -"to your issue but **do not select** the option *An issue related to my " -"upgrade*." +"The process is similar to :ref:`obtaining an upgraded test database " +"`, except for the purpose option, which must " +"be set to :guilabel:`Production` instead of :guilabel:`Test`." msgstr "" -"Dans la section *Description du ticket*, sélectionnez le type approprié " -"correspondant à votre problème, mais **ne sélectionnez pas** l'option *Un " -"problème lié à ma mise à niveau*." +"Le processus est similaire à l':ref:`obtention d'une base de données de test" +" mise à niveau `, à l'exception de l'option " +"de finalité, qui doit être définie sur :guilabel:`Production` au lieu de " +":guilabel:`Test`." -#: ../../content/administration/upgrade.rst:182 +#: ../../content/administration/upgrade.rst:314 msgid "" -"After upgrading to production, the support will be provided by the Support " -"team instead of the Upgrade team." +"Once the upgrade is requested, the database will be unavailable until the " +"upgrade is finished. Once the process is completed, it is impossible to " +"revert to the previous version." msgstr "" -"Après la mise à niveau vers la production, l'assistance sera fournie par " -"l'équipe d'assistance et non plus par l'équipe de mise à niveau." +"Une fois que la mise à niveau est demandée, la base de données ne sera pas " +"disponible jusqu'à la fin de la mise à niveau. Une fois le processus " +"terminé, il est impossible de revenir à la version précédente." -#: ../../content/administration/upgrade.rst:189 +#: ../../content/administration/upgrade.rst:320 msgid "" -"If you choose *An issue related to my upgrade* as ticket type, the request " -"will be redirected to another team than the support one and will slow down " -"the processing and response time." +"The process is similar to :ref:`obtaining an upgraded test database " +"` on the :guilabel:`Production` branch." msgstr "" -"Si vous choisissez le type de ticket *Un problème lié à ma mise à niveau*, " -"la demande sera envoyée à une autre équipe que l'équipe d'assistance et " -"ralentira le temps de traitement et de réponse." +"Le processus est similaire à l':ref:`obtention d'une base de données de test" +" mise à niveau ` sur la branche de " +":guilabel:`Production`." -#: ../../content/administration/upgrade.rst:195 -msgid "Help" -msgstr "Aide" +#: ../../content/administration/upgrade.rst:0 +msgid "View from the upgrade tab" +msgstr "Vue de l'onglet Mise à niveau" -#: ../../content/administration/upgrade.rst:200 -msgid "Contact our upgrade service support" -msgstr "Contacter notre service d'assistance à la mise à niveau" - -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:326 msgid "" -"Should you have any more questions about the upgrade, do not hesitate to " -"send a message to `Odoo Upgrade Team `_. We will be" -" happy to answer it as soon as possible." +"The process is **triggered as soon as a new commit is made** on the branch. " +"This allows the upgrade process to be synchronized with the deployment of " +"the custom modules' upgraded source code. If there are no custom modules, " +"the upgrade process is triggered immediately." msgstr "" -"Si vous avez d'autres questions sur la mise à niveau, n'hésitez pas à " -"envoyer un message à l'`Équipe de mise à niveau d'Odoo " -"`_. Nous seront heureux de vous répondre dans les " -"plus brefs délais." +"Le processus est **déclenché dès qu'un nouveau commit est effectué** sur la " +"branche. Cela permet de synchroniser le processus de mise à niveau avec le " +"déploiement du code source mis à niveau des modules personnalisés. S'il n'y " +"a pas de modules personnalisés, le processus de mise à niveau est déclenché " +"immédiatement." -#: ../../content/administration/upgrade.rst:210 +#: ../../content/administration/upgrade.rst:332 msgid "" -"Please note that Odoo provides support and bug fixing only for the three " -"last major versions of Odoo." +"The database is unavailable throughout the process. If anything goes wrong, " +"the platform automatically reverts the upgrade, as it would be for a regular" +" update. In case of success, a backup of the database before the upgrade is " +"created." msgstr "" -"Notez qu'Odoo fournit uniquement une assistance et des corrections de bugs " -"pour les trois dernières versions majeures d'Odoo." +"La base de données n'est pas disponible pendant le processus. En cas de " +"problème, la plateforme annule automatiquement la mise à niveau, comme elle " +"le fait pour une mise à jour régulière. En cas de réussite, une sauvegarde " +"de la base de données avant la mise à niveau est créée." -#: ../../content/administration/upgrade.rst:213 +#: ../../content/administration/upgrade.rst:336 msgid "" -"This is a factor to take into consideration before upgrading. If you are on " -"an older version, we suggest you to prefer the most recent version to " -"benefit from longer support (before having to upgrade again)." +"The update of your custom modules must be successful to complete the entire " +"upgrade process. Make sure the status of your staging upgrade is " +":guilabel:`successful` before trying it in production." msgstr "" -"C'est un facteur à prendre en considération avant de procéder à la mise à " -"niveau. Si vous utilisez une version plus ancienne, nous vous recommandons " -"de préférer la version la plus récente pour bénéficier d'une assistance plus" -" longue (avant de devoir effectuer une nouvelle mise à niveau)." +"La mise à jour de vos modules personnalisés doit être réussie pour que le " +"processus de mise à niveau soit complet. Assurez-vous que le statut de votre" +" mise à jour est :guilabel:`réussie` avant de l'essayer en production." -#: ../../content/administration/upgrade.rst:218 -msgid ":doc:`maintain/supported_versions`" -msgstr ":doc:`maintain/supported_versions`" +#: ../../content/administration/upgrade.rst:344 +msgid "" +"The command to upgrade a database to production is similar to the one of " +"upgrading a test database except for the argument `test`, which must be " +"replaced by `production`:" +msgstr "" +"La commande de mise à niveau d'une base de données vers la production est " +"similaire à celle de la mise à niveau d'une base de données de test à " +"l'exception de l'argument `test`, qui doit être remplacé par `production`:" -#: ../../content/administration/upgrade.rst:223 +#: ../../content/administration/upgrade.rst:351 +msgid "" +"An upgraded production database can also be requested via the `Upgrade page " +"`_. Once the database is uploaded, any " +"modification to your production database will **not** be present on your " +"upgraded database. This is why we recommend not using it during the upgrade " +"process." +msgstr "" +"Une base de données de production mise à jour peut également être demandée " +"via la `Page de mise à niveau `_. Une fois que la" +" base de données est chargée, toute modification à votre base de données de " +"production ne sera **pas** présente sur votre base de données mise à niveau." +" C'est la raison pour laquelle nous vous recommandons de ne pas l'utiliser " +"pendant le processus de mise à niveau." + +#: ../../content/administration/upgrade.rst:358 +msgid "" +"When requesting an upgraded database for production purposes, the copy is " +"submitted without a filestore. Therefore, the upgraded database filestore " +"must be merged with the production filestore before deploying the new " +"version." +msgstr "" +"Lors de la demande d'une base de données mise à niveau à des fins de " +"production, la copie est soumise sans mémoire fichier. Par conséquent, le " +"mémoire fichier de la base de données mise à niveau doit être fusionné avec " +"le mémoire fichier de production avant de déployer la nouvelle version." + +#: ../../content/administration/upgrade.rst:362 +msgid "" +"In case of an issue with your production database, you can request the " +"assistance of Odoo via the `support page " +"`__ by selecting the option " +"related to the upgrade in production." +msgstr "" +"En cas de problème avec votre base de données de production, vous pouvez " +"demander l'assistance d'Odoo via la `page d'assistance " +"`__ en sélectionnant l'option " +"relative à la mise à niveau en production." + +#: ../../content/administration/upgrade.rst:370 msgid "Service-level agreement (SLA)" msgstr "Accord de niveau de service (SLA)" -#: ../../content/administration/upgrade.rst:225 +#: ../../content/administration/upgrade.rst:372 msgid "" "With Odoo Enterprise, upgrading a database to the most recent version of " "Odoo is **free**, including any support required to rectify potential " @@ -11721,7 +12135,7 @@ msgstr "" "nécessaire pour rectifier les écarts potentiels dans la base de données mise" " à niveau." -#: ../../content/administration/upgrade.rst:228 +#: ../../content/administration/upgrade.rst:375 msgid "" "Information about the upgrade services included in the Enterprise Licence is" " available in the :ref:`Odoo Enterprise Subscription Agreement `. " @@ -11732,11 +12146,11 @@ msgstr "" "Enterprise Subscription Agreement `. Cependant, cette section " "clarifie les services de mise à niveau auxquels vous pouvez vous attendre." -#: ../../content/administration/upgrade.rst:233 +#: ../../content/administration/upgrade.rst:380 msgid "Upgrade services covered by the SLA" msgstr "Services de mise à niveau couverts par le SLA" -#: ../../content/administration/upgrade.rst:235 +#: ../../content/administration/upgrade.rst:382 msgid "" "Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " "self-hosted (On-Premise) can benefit from upgrade services at all times for:" @@ -11745,11 +12159,11 @@ msgstr "" " et Odoo.sh) ou hébergées sur vos serveurs (On-Premise) bénéficient des " "services de mise à niveau suivants à tout moment :" -#: ../../content/administration/upgrade.rst:238 +#: ../../content/administration/upgrade.rst:385 msgid "the upgrade of all **standard applications**;" msgstr "la mise à niveau de toutes les **applications standards** ;" -#: ../../content/administration/upgrade.rst:239 +#: ../../content/administration/upgrade.rst:386 msgid "" "the upgrade of all **customizations created with the Studio app**, as long " "as Studio is still installed and the respective subscription is still " @@ -11759,7 +12173,7 @@ msgstr "" " Studio**, tant que Studio reste installée et que l'abonnement correspondant" " est toujours actif ; et" -#: ../../content/administration/upgrade.rst:241 +#: ../../content/administration/upgrade.rst:388 msgid "" "the upgrade of all **developments and customizations covered by a " "maintenance of customizations subscription**." @@ -11767,7 +12181,7 @@ msgstr "" "la mise à niveau de tous les **développements et personnalisations couverts " "par un abonnement de maintenance des personnalisations**." -#: ../../content/administration/upgrade.rst:244 +#: ../../content/administration/upgrade.rst:391 msgid "" "Upgrade services are limited to the technical conversion and adaptation of a" " database (standard modules and data) to make it compatible with the version" @@ -11777,22 +12191,22 @@ msgstr "" "l'adaptation d'une base de données (modules et données standards) pour les " "rendre compatibles avec la version ciblée par la mise à niveau." -#: ../../content/administration/upgrade.rst:248 +#: ../../content/administration/upgrade.rst:395 msgid "Upgrade services not covered by the SLA" msgstr "Services de mise à niveau non couverts par le SLA" -#: ../../content/administration/upgrade.rst:250 +#: ../../content/administration/upgrade.rst:397 msgid "The following upgrade-related services are **not** included:" msgstr "Les services de mise à niveau suivants ne sont **pas** inclus :" -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:399 msgid "" "the **cleaning** of pre-existing data and configurations while upgrading;" msgstr "" "le **nettoyage** des données et des configurations préexistantes lors de la " "mise à niveau ;" -#: ../../content/administration/upgrade.rst:253 +#: ../../content/administration/upgrade.rst:400 msgid "" "the upgrade of **custom modules created in-house or by third parties**, " "including Odoo partners;" @@ -11800,7 +12214,7 @@ msgstr "" "la mise à niveau des **modules personnalisés créés en interne ou par des " "tiers**, y compris les partenaires d'Odoo ;" -#: ../../content/administration/upgrade.rst:254 +#: ../../content/administration/upgrade.rst:401 msgid "" "lines of **code added to standard modules**, i.e., customizations created " "outside the Studio app, code entered manually, and :ref:`automated actions " @@ -11811,1259 +12225,16 @@ msgstr "" "manuellement et les :ref:`actions automatisées utilisant le code Python " "` ; et" -#: ../../content/administration/upgrade.rst:257 +#: ../../content/administration/upgrade.rst:404 msgid "**training** on using the upgraded version's features and workflows." msgstr "" "la **formation** à l'utilisation des fonctionnalités et des flux de travail " "de la version mise à jour." -#: ../../content/administration/upgrade.rst:262 -msgid ":doc:`Upgrade FAQ `" -msgstr ":doc:`Q&R sur la mise à niveau `" - -#: ../../content/administration/upgrade.rst:263 +#: ../../content/administration/upgrade.rst:407 msgid ":doc:`Odoo.sh documentation `" msgstr ":doc:`Documentation Odoo.sh `" -#: ../../content/administration/upgrade.rst:264 +#: ../../content/administration/upgrade.rst:408 msgid ":doc:`Supported Odoo versions `" msgstr ":doc:`Versions d'Odoo prises en charge `" - -#: ../../content/administration/upgrade/faq.rst:8 -msgid "FAQ" -msgstr "FAQ" - -#: ../../content/administration/upgrade/faq.rst:13 -msgid "Why upgrade" -msgstr "Pourquoi effectuer une mise à niveau ?" - -#: ../../content/administration/upgrade/faq.rst:15 -msgid "" -"You benefit from the latest features of the :ref:`new major version " -"` released by Odoo." -msgstr "" -"Vous bénéficiez des dernières fonctionnalités de la :ref:`nouvelle version " -"majeure ` publiée par Odoo." - -#: ../../content/administration/upgrade/faq.rst:17 -msgid "" -"If you are in an :ref:`unsupported version `, " -"you get a new version with support." -msgstr "" -"Si vous êtes dans une :ref:`version non supportée `, vous obtenez une nouvelle version avec support." - -#: ../../content/administration/upgrade/faq.rst:23 -msgid "When to upgrade" -msgstr "Quand effectuer une mise à niveau ?" - -#: ../../content/administration/upgrade/faq.rst:25 -msgid "" -"Whenever you want. You can make your upgrade request as soon as a new " -"version is released or when your version turns unsupported, and you still " -"wish to enjoy support." -msgstr "" -"Quand vous le souhaitez. Vous pouvez faire votre demande de mise à niveau " -"dès la sortie d'une nouvelle version ou lorsque votre version n'est plus " -"prise en charge et que vous souhaitez encore bénéficier du support." - -#: ../../content/administration/upgrade/faq.rst:31 -msgid "Availability of the new version" -msgstr "Disponibilité de la nouvelle version" - -#: ../../content/administration/upgrade/faq.rst:33 -msgid "" -"As soon as Odoo announces the release of a new major version, you can create" -" a test upgrade request to try the latest version. Please note that at this " -"point, the upgrade scripts will only have been tested with demo data. Please" -" report any issue you might encounter while testing via the `Odoo Support " -"page `_ and make sure to be happy with your test " -"version before requesting the upgrade of your database in production." -msgstr "" -"Dès qu'Odoo annonce la sortie d'une nouvelle version majeure, vous pouvez " -"créer une demande de mise à niveau de test pour essayer la dernière version." -" Veuillez noter qu'à ce stade, les scripts de mise à niveau n'auront été " -"testés qu'avec des données de démonstration. Veuillez signaler tout problème" -" que vous pourriez rencontrer lors du test via la page `d'Assistance d'Odoo " -"`_ et assurez-vous d'être satisfait de votre " -"version de test avant de demander la mise à niveau de votre base de données " -"en production." - -#: ../../content/administration/upgrade/faq.rst:42 -msgid "Duration of the upgrade" -msgstr "Durée de la mise à niveau" - -#: ../../content/administration/upgrade/faq.rst:44 -msgid "It is impossible to give time estimates for every upgrade request." -msgstr "" -"Il est impossible de donner des estimations de temps pour chaque demande de " -"mise à niveau." - -#: ../../content/administration/upgrade/faq.rst:46 -msgid "" -"In general, the \"smaller\" the database, the quickest the upgrade request " -"is completed. A single-user database that uses only CRM will be processed " -"faster than a multi-company, multi-user database that uses Accounting, " -"Sales, Purchase, and Manufacturing." -msgstr "" -"En général, plus la base de données est \"petite\", plus la demande de mise " -"à niveau est traitée rapidement. Une base de données mono-utilisateur qui " -"utilise uniquement le CRM sera traitée plus rapidement qu'une base de " -"données multi-sociétés et multi-utilisateurs qui utilise la comptabilité, " -"les ventes, les achats et la fabrication." - -#: ../../content/administration/upgrade/faq.rst:50 -msgid "" -"You can expect the time it takes for the platform to upgrade the test " -"database to be similar to the production upgrade." -msgstr "" -"Vous pouvez vous attendre à ce que le temps nécessaire à la plate-forme pour" -" mettre à niveau la base de données de test soit similaire à celui de la " -"mise à niveau de la production." - -#: ../../content/administration/upgrade/faq.rst:56 -msgid "Duration of the upgrade project" -msgstr "Durée du projet de mise à niveau" - -#: ../../content/administration/upgrade/faq.rst:58 -msgid "" -"It depends on the user involvement (the time spent on testing, reporting " -"problems, etc.) and the issues encountered that might need to be addressed " -"by our technical team." -msgstr "" -"Cela dépend de l'implication des utilisateurs (le temps passé à tester, à " -"signaler les problèmes, etc.) et des problèmes rencontrés qui pourraient " -"devoir être traités par notre équipe technique." - -#: ../../content/administration/upgrade/faq.rst:61 -msgid "So, in a nutshell, what can impact your upgrade lead time?" -msgstr "" -"En résumé, qu'est-ce qui peut avoir une incidence sur le délai de mise à " -"niveau ?" - -#: ../../content/administration/upgrade/faq.rst:63 -msgid "Source & targeted versions" -msgstr "Versions sources et ciblées" - -#: ../../content/administration/upgrade/faq.rst:64 -msgid "Installed apps" -msgstr "Apps installées" - -#: ../../content/administration/upgrade/faq.rst:65 -msgid "Volume of data" -msgstr "Volume de données" - -#: ../../content/administration/upgrade/faq.rst:66 -msgid "" -"Amount of customization (models, fields, methods, workflows, reports, " -"website, etc.)" -msgstr "" -"Quantité de personnalisations (modèles, champs, méthodes, flux de travail, " -"rapports, site web, etc.)" - -#: ../../content/administration/upgrade/faq.rst:67 -msgid "" -"Installation of new apps or configuration changes after the start of the " -"test phase" -msgstr "" -"Installation de nouvelles applications ou modification de la configuration " -"après le début de la phase de test." - -#: ../../content/administration/upgrade/faq.rst:68 -msgid "User commitment" -msgstr "Engagement de l'utilisateur" - -#: ../../content/administration/upgrade/faq.rst:73 -msgid "Upgrade of the custom modules" -msgstr "Mise à niveau des modules personnalisés" - -#: ../../content/administration/upgrade/faq.rst:75 -msgid "" -"As stated in our :doc:`/legal/terms/enterprise`, section " -":ref:`charges_standard`, this optional service is subject to additional " -"fees." -msgstr "" -"Comme indiqué dans notre :doc:`/legal/terms/enterprise`, section " -":ref:`charges_standard`, ce service optionnel est soumis à des frais " -"supplémentaires." - -#: ../../content/administration/upgrade/faq.rst:78 -msgid "" -"Depending on your situation, the custom code could be upgraded by our " -"services, by one of our partners, or you can do it yourself." -msgstr "" -"En fonction de votre situation, le code personnalisé peut être mis à niveau " -"par nos services, par l'un de nos partenaires, ou vous pouvez le faire vous-" -"même." - -#: ../../content/administration/upgrade/faq.rst:86 -msgid "Upgrade or Migration" -msgstr "Mise à niveau ou migration" - -#: ../../content/administration/upgrade/faq.rst:88 -msgid "" -"An upgrade is switching to a newer version of Odoo, while a migration " -"reflects the change of :ref:`editions ` or " -"change of :ref:`hosting type `." -msgstr "" -"Une mise à niveau consiste à passer à une version plus récente d'Odoo, " -"tandis qu'une migration reflète le changement d' :ref:`editions ` ou le changement du :ref:`type d'hébergement `." - -#: ../../content/administration/upgrade/faq.rst:97 -msgid "Editions change (from Community to Enterprise)" -msgstr "Changement d'édition (de Community à Enterprise)" - -#: ../../content/administration/upgrade/faq.rst:99 -msgid "" -"The upgrade always returns an Enterprise edition of Odoo, whether the " -"database you sent was a community or enterprise edition. It is required to " -"have an enterprise subscription to upgrade." -msgstr "" -"La mise à niveau renvoie toujours une édition Enterprise d'Odoo, que la base" -" de données que vous avez envoyée soit une édition Community ou Enterprise. " -"Il est nécessaire d'avoir un abonnement d'entreprise pour effectuer la mise " -"à niveau." - -#: ../../content/administration/upgrade/faq.rst:103 -msgid "" -"If you need assistance on this matter, please contact us via the `Odoo " -"Support page `_." -msgstr "" -"Si vous avez besoin d'aide à ce sujet, veuillez nous contacter via la page " -"`d'Assistance d'Odoo `_." - -#: ../../content/administration/upgrade/faq.rst:107 -msgid "`Editions `_" -msgstr "`Éditions `_" - -#: ../../content/administration/upgrade/faq.rst:112 -msgid "Switching the hosting types (On-premise vs. Odoo Online vs. Odoo.sh)" -msgstr "" -"Changement de type d'hébergement (On Premise vs. Odoo Online vs. Odoo.sh)" - -#: ../../content/administration/upgrade/faq.rst:114 -msgid "" -"An upgrade does not cover a change of `Hosting types " -"`_." -msgstr "" -"Une mise à niveau ne couvre pas un changement de `Type d'hébergement " -"`_." - -#: ../../content/administration/upgrade/faq.rst:116 -msgid "" -"Open the following link to get :doc:`more information about how to change " -"your hosting type <../maintain/hosting_changes>`." -msgstr "" -"Ouvrez le lien suivant pour obtenir :doc:`plus d'informations sur la façon " -"de changer votre type d'hébergement <../maintain/hosting_changes>`." - -#: ../../content/administration/upgrade/faq.rst:124 -msgid "The Upgrade Report" -msgstr "Le rapport de mise à niveau" - -#: ../../content/administration/upgrade/faq.rst:126 -msgid "" -"When an upgrade request completes successfully (test or production), you " -"receive an email notification about it that includes an 'Upgrade Report'. " -"This report is also sent to you via the Discuss app. It contains valuable " -"information regarding changes that occurred during the upgrade. While it " -"serves as a guide to possible issues to look out for, it is not an " -"exhaustive list. It remains imperative that you test the upgraded database " -"thoroughly and report any discrepancies you might find, before you decide to" -" upgrade your production database." -msgstr "" -"Lorsqu'une demande de mise à niveau aboutit (en test ou en production), vous" -" recevez une notification par email comprenant un 'rapport de mise à " -"niveau'. Ce rapport vous est également envoyé via l'application Discuss. Il " -"contient des informations précieuses sur les changements survenus lors de la" -" mise à niveau. Bien qu'il serve de guide pour les problèmes éventuels à " -"surveiller, il ne s'agit pas d'une liste exhaustive. Il est impératif de " -"tester la base de données mise à niveau de manière approfondie et de " -"signaler toute anomalie que vous pourriez trouver, avant de décider de " -"mettre à niveau votre base de données de production." - -#: ../../content/administration/upgrade/faq.rst:136 -msgid "Custom views" -msgstr "Vues personnalisés" - -#: ../../content/administration/upgrade/faq.rst:138 -msgid "" -"During the upgrade, some custom views might get disabled for technical " -"reasons. Therefore they might have to be fixed after the upgrade. The " -":ref:`Upgrade Report ` that is generated after " -"the upgrade is available in the Discuss app, and lists all the custom views " -"that might be impacted by this." -msgstr "" -"Pendant la mise à niveau, certaines vues personnalisées peuvent être " -"désactivées pour des raisons techniques. Il se peut donc qu'elles doivent " -"être réparées après la mise à niveau. Le :ref:`Rapport de mise à niveau " -"` qui est généré après la mise à niveau est " -"disponible dans l'application Discuss, et liste toutes les vues " -"personnalisées qui pourraient être impactées par cela." - -#: ../../content/administration/upgrade/faq.rst:146 -msgid "Release Notes by version" -msgstr "Notes de version (par version)" - -#: ../../content/administration/upgrade/faq.rst:148 -msgid "" -"Open our `Release Note `_ page to " -"get a summary of the new features and improvements made in each version." -msgstr "" -"Ouvrez notre page `Notes de version `_ pour obtenir un résumé des nouvelles fonctionnalités et des " -"améliorations apportées à chaque version." - -#: ../../content/administration/upgrade/faq.rst:152 -msgid "How long is my test available for" -msgstr "Combien de temps mon test est-il disponible ?" - -#: ../../content/administration/upgrade/faq.rst:154 -msgid "" -"An Odoo Online test database is available for one month by default. We can " -"extend this trial period upon request. For Odoo.sh or on-premise, there is " -"no restriction." -msgstr "" -"Une base de données de test sur Odoo Online est disponible pendant un mois " -"par défaut. Nous pouvons prolonger cette période d'essai sur demande. Pour " -"Odoo.sh ou On Premise, il n'y a aucune restriction." - -#: ../../content/administration/upgrade/faq.rst:158 -msgid "How many tests to perform before upgrading to production?" -msgstr "Combien de tests effectuer avant de passer en production ?" - -#: ../../content/administration/upgrade/faq.rst:160 -msgid "" -"As many as needed. When you are comfortable with the database, run a last " -"test upgrade 48 hours before requesting your production upgrade and test " -"your workflows one last time." -msgstr "" -"Autant que nécessaire. Lorsque vous êtes à l'aise avec la base de données, " -"exécutez un dernier test de mise à niveau 48 heures avant de demander votre " -"mise à niveau en production et testez une dernière fois vos flux." - -#: ../../content/administration/upgrade/faq.rst:164 -msgid "How to/Where to report upgrade issues?" -msgstr "Comment/Où signaler les problèmes de mise à niveau ?" - -#: ../../content/administration/upgrade/faq.rst:166 -msgid "" -"If you encounter issues during the upgrade process, please contact the Odoo " -"Support through the `Odoo Support page `_." -msgstr "" -"Si vous rencontrez des problèmes lors du processus de mise à niveau, " -"veuillez contacter le support d'Odoo via la `page de support " -"`_." - -#: ../../content/administration/upgrade/faq.rst:169 -msgid "" -"To report an issue discovered during the testing phase, please select **An " -"issue related to my upgrade (test phase)**." -msgstr "" -"Pour signaler un problème découvert lors de la phase de test, veuillez " -"sélectionner **Un problème lié à ma mise à niveau (phase de test)**." - -#: ../../content/administration/upgrade/faq.rst:171 -msgid "" -"To report an issue discovered post-upgrade, please select **An issue related" -" to my upgrade (production)**." -msgstr "" -"Pour signaler un problème découvert après la mise à niveau, veuillez " -"sélectionner **Un problème lié à ma mise à niveau (production)**." - -#: ../../content/administration/upgrade/faq.rst:175 -msgid "Upgrading to production" -msgstr "Mise à niveau en production" - -#: ../../content/administration/upgrade/faq.rst:177 -msgid "" -"Once you have completed testing and are happy with the result, you decide on" -" a date and time when you stop users from accessing Odoo, freeze all data " -"entries, and create an upgrade request for the production upgrade." -msgstr "" -"Une fois que vous avez terminé les tests et que vous êtes satisfait du " -"résultat, vous décidez d'une date et d'une heure auxquelles vous empêchez " -"les utilisateurs d'accéder à Odoo, gelez toutes les entrées de données et " -"créez une demande de mise à niveau en production." - -#: ../../content/administration/upgrade/faq.rst:182 -msgid "How is my data handled in the Upgrade Platform?" -msgstr "" -"Comment mes données sont-elles traitées dans la plate-forme de mise à " -"niveau ?" - -#: ../../content/administration/upgrade/faq.rst:184 -msgid "" -"The Odoo Upgrade platform uses the same Privacy Policy as the rest of " -"Odoo.com services." -msgstr "" -"La plate-forme Odoo Upgrade (Mise à Niveau) utilise la même politique de " -"confidentialité que le reste des services Odoo.com." - -#: ../../content/administration/upgrade/faq.rst:186 -msgid "" -"Your data is hosted on servers that follow our security guidelines, namely:" -msgstr "" -"Vos données sont hébergées sur des serveurs respectant nos consignes de " -"sécurité, à savoir :" - -#: ../../content/administration/upgrade/faq.rst:188 -msgid "" -"SSL - All web connections to client instances are protected with 256-bit SSL" -" encryption (HTTPS with a 2048-bit modulus SSL certificate), and running " -"behind Grade A SSL stacks. All our certificate chains are using SHA-2 " -"already." -msgstr "" -"SSL - Toutes les connexions web aux instances clientes sont protégées par un" -" cryptage SSL 256 bits (HTTPS avec un certificat SSL de module 2048 bits) et" -" s'exécutent derrière des piles SSL de niveau A. Toutes nos chaînes de " -"certificats utilisent déjà SHA-2." - -#: ../../content/administration/upgrade/faq.rst:191 -msgid "" -"Safe System - Our servers are running recent Linux distribution with up-to-" -"date security patches, with firewall and intrusion countermeasures (not " -"disclosed for obvious reasons)." -msgstr "" -"Système sécurisé - Nos serveurs exécutent une distribution Linux récente " -"avec des correctifs de sécurité à jour, avec un pare-feu et des contre-" -"mesures d'intrusion (non divulgués pour des raisons évidentes)." - -#: ../../content/administration/upgrade/faq.rst:194 -msgid "" -"Servers are located at the same locations as our Cloud providers with the " -"following services:" -msgstr "" -"Les serveurs sont situés aux mêmes endroits que nos fournisseurs Cloud avec " -"les services suivants :" - -#: ../../content/administration/upgrade/faq.rst:196 -msgid "" -"Restricted perimeter, physically accessed by authorized data center " -"employees only" -msgstr "" -"Périmètre restreint, accessible physiquement uniquement aux employés " -"autorisés du data center" - -#: ../../content/administration/upgrade/faq.rst:197 -msgid "Physical access control with security badges or biometrical security" -msgstr "" -"Contrôle d'accès physique avec badges de sécurité ou sécurité biométrique" - -#: ../../content/administration/upgrade/faq.rst:198 -msgid "Security cameras monitoring the data center locations 24/7" -msgstr "Caméras de sécurité surveillant les data centers 24h/24 et 7j/7" - -#: ../../content/administration/upgrade/faq.rst:199 -msgid "Security personnel on-site 24/7" -msgstr "Personnel de sécurité sur place 24h/24 et 7j/7" - -#: ../../content/administration/upgrade/faq.rst:201 -msgid "" -"The uploaded and migrated databases uploaded to the Upgrade platform are " -"kept for up to 3 months and are permanently deleted following that period." -msgstr "" -"Les bases de données téléchargées et migrées sur la plateforme de mise à " -"niveau sont conservées jusqu'à 3 mois et sont définitivement supprimées " -"après cette période." - -#: ../../content/administration/upgrade/faq.rst:204 -msgid "" -"You can learn more about privacy and data handling at Odoo by visiting our " -"`General Data Protection Regulation page `_." -msgstr "" -"Vous pouvez en savoir plus sur la confidentialité et le traitement des " -"données chez Odoo en visitant notre `page Règlement général sur la " -"protection des données `_." - -#: ../../content/administration/upgrade/faq.rst:208 -msgid "Rolling Release (applicable to Odoo Online databases)" -msgstr "Rolling Release (applicable aux bases de données Odoo Online)" - -#: ../../content/administration/upgrade/faq.rst:210 -msgid "" -"This feature allows customers to upgrade their database directly from a " -"message prompt sent to the database administrator as soon as the new version" -" is released. Odoo first tests the upgrade to the next version. The rolling " -"release upgrade option is displayed if the automated tests are successful. " -"The message offers two options:" -msgstr "" -"Cette fonctionnalité permet aux clients de mettre à jour leur base de " -"données directement à partir d'un message envoyé à l'administrateur de la " -"base de données dès que la nouvelle version est publiée. Odoo teste d'abord " -"la mise à niveau vers la version suivante. L'option de mise à niveau en " -"rolling release s'affiche si les tests automatisés sont concluants. Le " -"message propose deux options :" - -#: ../../content/administration/upgrade/faq.rst:215 -msgid "" -"To 'Upgrade Now', which immediately triggers the upgrade of your live " -"production database." -msgstr "" -"'Mettre à niveau maintenant', qui déclenche immédiatement la mise à niveau " -"de votre base de données de production en direct. " - -#: ../../content/administration/upgrade/faq.rst:217 -msgid "" -"To take you to your `database manager `_" -" where you can `request an upgraded test database " -"`_ and check the upgraded test database " -"for any discrepancies." -msgstr "" -"Vous rediriger vers votre `gestionnaire de base de données " -"`_ où vous pouvez `demander une base de " -"données de test mise à niveau `_ et " -"vérifier la base de données de teste mise à niveau pour toute anomalie." - -#: ../../content/administration/upgrade/faq.rst:221 -msgid "" -"When you choose to proceed with the production upgrade directly, make sure " -"all users have saved their work and are logged out. The upgrade takes " -"approximately 15 minutes. During this time your database is unreachable. If " -"you notice any problem after the upgrade, please report it via the `Odoo " -"Support page `_." -msgstr "" -"Si vous décidez de procéder directement à la mise à niveau en production, " -"assurez-vous que toutes les utilisateurs ont sauvegardé leur travail et sont" -" déconnectés. La mise à niveau prend environ 15 minutes. Pendant cette " -"période, votre base à données n'est pas accessible. Si vous constatez le " -"moindre problème après la mise à niveau, veuillez le signaler via la `page " -"d'Assistance d'Odoo `_." - -#: ../../content/administration/upgrade/faq.rst:227 -msgid "" -"If you are using the Website or Studio app, we recommend you always do a " -"test upgrade before upgrading your production instance." -msgstr "" -"Si vous utilisez les applications Site Web ou Studio, nous vous recommandons" -" de toujours effectuer une mise à niveau de test avant de mettre à niveau " -"votre instance de production." - -#: ../../content/administration/upgrade/odoo_online.rst:5 -msgid "" -"Odoo databases can be manually upgraded directly from the main Odoo website." -" To upgrade an Odoo database, navigate to the `database manager " -"`_ page and sign in." -msgstr "" -"Les bases de données Odoo peuvent être mises à niveau manuellement " -"directement à partir du site web principal d'Odoo. Pour mettre à niveau une " -"base de données Odoo, allez à la page du `gestionnaire de la base de données" -" `_ et connectez-vous." - -#: ../../content/administration/upgrade/odoo_online.rst:8 -msgid "" -"The database manager page displays all of the Odoo databases associated with" -" the user's account. Any databases that are not already on the most recent " -"version of Odoo display an **arrow in a circle** icon next to the database " -"name, indicating that the database can be upgraded." -msgstr "" -"La page du gestionnaire des bases de données affiche toutes les bases de " -"données Odoo associées au compte de l'utilisateur. Toutes les bases de " -"données qui ne sont pas encore sur la version la plus récente d'Odoo " -"affichent une icône de **flèche dans un cercle** à côté du nom de la base de" -" données, indiquant qu'elle peut être mise à niveau." - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "" -"The database manager page with an upgrade button next to the name of a " -"database." -msgstr "" -"La page du gestionnaire des bases de données avec un bouton de mise à niveau" -" à côté du nom d'une base de données." - -#: ../../content/administration/upgrade/odoo_online.rst:17 -msgid "" -"If the database's version is **lower** than the latest major release: the " -"database must be upgraded within two months. After these two months, an " -"automatic upgrade is initiated." -msgstr "" -"Si la version de la base de données est **inférieure** à la dernière version" -" principale : la base de données doit être mise à niveau dans les deux mois." -" Après ces deux mois, une mise à niveau automatique est initiée." - -#: ../../content/administration/upgrade/odoo_online.rst:19 -msgid "" -"If the database's version is **equal** to or **higher** than the latest " -"major release: you can disregard the invitation to upgrade, as the database " -"probably would not benefit from new features every two months." -msgstr "" -"Si la version de la base de données est **égale** ou **supérieure** à la " -"dernière version majeure : vous pouvez ignorer l'invitation à mettre à " -"niveau, car la base de données ne bénéficiera probablement pas des nouvelles" -" fonctionnalités tous les deux mois." - -#: ../../content/administration/upgrade/odoo_online.rst:23 -msgid "" -"If a database is *not* on the latest online version, its administrator " -"should receive an invitation to upgrade on the database's dashboard, " -"displayed as an **arrow in a circle**." -msgstr "" -"Si une base de données n'est *pas* sur la dernière version en ligne, son " -"administrateur recevra une invitation à mettre à niveau sur le tableau de " -"bord de la base de données, affichée sous la forme d'une **flèche dans un " -"cercle**." - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "Invitation to upgrade on the database dashboard." -msgstr "" -"Invitation à mettre à niveau sur le tableau de bord de la base de données." - -#: ../../content/administration/upgrade/odoo_online.rst:30 -msgid "" -"Versions that are not supported anymore become deprecated and must be " -"updated to avoid security issues. It is recommended to initiate the upgrade " -"yourself and not wait for the automatic upgrade, as the former method allows" -" you to request a test upgrade of the database to check for any " -"discrepancies." -msgstr "" -"Les versions qui ne sont plus prises en charge deviennent obsolètes et " -"doivent être mises à niveau pour éviter des problèmes de sécurité. Il est " -"recommandé d'initier la mise à niveau vous-même et ne pas attendre la mise à" -" niveau automatique, car l'ancienne méthode vous permet de demander une mise" -" à niveau de test de la base de données pour vérifier les éventuelles " -"anomalies." - -#: ../../content/administration/upgrade/odoo_online.rst:36 -msgid "Test database" -msgstr "Base de données de test" - -#: ../../content/administration/upgrade/odoo_online.rst:38 -msgid "" -"Click on the **arrow in a circle** icon to start the upgrade process. On the" -" :guilabel:`Upgrade your database` pop-up, select the version of Odoo that " -"the platform will be upgraded to. In the :guilabel:`Email to notify` field, " -"enter an email address that will receive email notifications about the " -"database upgrade." -msgstr "" -"Cliquez sur l'icône de **flèche dans un cercle** pour lancer le processus de" -" mise à niveau. Dans la fenêtre contextuelle :guilabel:`Mettre à niveau " -"votre base de données`, sélectionnez la version d'Odoo vers laquelle la " -"plateforme sera mise à niveau. Dans le champ :guilabel:`Email à notifier`, " -"saisissez une adresse email qui recevra des notifications par email sur la " -"mise à niveau de la base de données." - -#: ../../content/administration/upgrade/odoo_online.rst:43 -msgid "" -"There is also a :guilabel:`Purpose` section on the pop-up that is used to " -"specify the reason for the upgrade. However, at this stage of the process, " -"the only selectable option is :guilabel:`Test`, as Odoo requires users to " -"create a test copy of the upgraded database before converting the actual " -"database." -msgstr "" -"La fenêtre contextuelle contient également une section :guilabel:`Finalité` " -"qui permet de préciser la raison de la mise à niveau. Cependant, à ce stade " -"du processus, la seule option sélectionnable est :guilabel:`Test`, car Odoo " -"demande aux utilisateurs de créer une copie de test de la base de données " -"mise à niveau avant de convertir la base de données réelle." - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade your database\" pop-up." -msgstr "La fenêtre contextuelle \"Mettre à niveau votre base de données\"." - -#: ../../content/administration/upgrade/odoo_online.rst:52 -msgid "" -"After filling out the form, click the :guilabel:`Upgrade` button. The pop-up" -" disappears and the database being upgraded shows a red :guilabel:`Upgrade " -"in progress` tag next to its name. An email confirming that the upgrade is " -"in progress is also sent to the email address specified on the pop-up." -msgstr "" -"Après avoir complété le formulaire, cliquez sur le bouton :guilabel:`Mettre " -"à niveau`. La fenêtre contextuelle disparaît et la base de données en cours " -"de mise à niveau affiche une étiquette rouge :guilabel:`Mise à niveau en " -"cours` à côté de son nom. Un email confirmant que la mise à niveau est en " -"cours est également envoyé à l'adresse email indiquée dans la fenêtre " -"contextuelle." - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade in progress\" tag next to the database name." -msgstr "" -"L'étiquette \"Mise à niveau en cours\" à côté du nom de la base de données." - -#: ../../content/administration/upgrade/odoo_online.rst:61 -msgid "" -"Once the upgrade is complete, a new test database appears on the `database " -"manager `_ page. To access the test " -"database, click the drop-down arrow (:guilabel:`⯆`) to the left of the main " -"database's name. Doing so makes the test version appear below it. Finally, " -"click the green :guilabel:`Connect` button on the right side of the test " -"version's row to go to the database." -msgstr "" -"Une fois que la mise à niveau est terminée, une nouvelle base de données de " -"test apparaît sur la page du `gestionnaire des bases de données " -"`_. Pour accéder à la base de données de " -"test, cliquez sur la flèche du menu déroulant (:guilabel:`⯆`) située à " -"gauche du nom de la base de données principale. La version de test apparaît " -"alors en dessous. Enfin, cliquez sur le bouton vert :guilabel:`Connecter` à " -"droite de la ligne de la version de test pour accéder à la base de données." - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "A test database on the database manager page." -msgstr "" -"Une base de données de test sur la page du gestionnaire des bases de " -"données." - -#: ../../content/administration/upgrade/odoo_online.rst:71 -msgid "" -"Except for being on the newer version of Odoo, the test database is an exact" -" copy of the one being upgraded. It is important to do extensive testing in " -"this database to ensure that the upgrade has not altered or corrupted any " -"data, and that all workflows still proceed as expected." -msgstr "" -"À l'exception du fait qu'elle est sur une version plus récente d'Odoo, la " -"base de données de test est une copie exacte de celle en cours de mise à " -"niveau. Il est important d'effectuer des tests approfondis dans cette base " -"de données pour s'assurer que la mise à niveau n'a pas altéré ou corrompu de" -" données et que tous les flux de travail se déroulent toujours comme prévu." - -#: ../../content/administration/upgrade/odoo_online.rst:76 -msgid "Production database" -msgstr "Base de données de production" - -#: ../../content/administration/upgrade/odoo_online.rst:78 -msgid "" -"After confirming the integrity of the new version, return to the `database " -"manager `_ page. Once again, click on the" -" **arrow in a circle** icon next to the database being upgraded. The " -":guilabel:`Upgrade your database` pop-up appears as before, except that " -"there is now a :guilabel:`Production` option under the :guilabel:`Purpose` " -"section." -msgstr "" -"Après avoir confirmé l'intégrité de la nouvelle version, retournez à la page" -" du `gestionnaire des bases de données " -"`_. De nouveau, cliquez sur l'icône " -"**flèche dans un cercle** à côté de la base de données en cours de mise à " -"nouveau. La fenêtre contextuelle :guilabel:`Mettre à niveau votre base de " -"données` apparaît comme précédemment, sauf qu'il y a maintenant une option " -":guilabel:`Production` dans la section :guilabel:`Finalité`." - -#: ../../content/administration/upgrade/odoo_online.rst:83 -msgid "" -"Select the :guilabel:`Production` option and then click :guilabel:`Upgrade` " -"to begin the upgrade process. As before, a notification email is sent to the" -" email address provided and a red :guilabel:`Upgrade in progress` tag " -"appears next to the name of the database." -msgstr "" -"Sélectionnez l'option :guilabel:`Production` et puis cliquez sur " -":guilabel:`Mettre à niveau` pour lancer le processus de mise à niveau. Comme" -" précédemment, un email de notification est envoyé à l'adresse email fournie" -" et une étiquette rouge :guilabel:`Mise à niveau en cours` s'affiche à côté " -"du nom de la base de données." - -#: ../../content/administration/upgrade/odoo_online.rst:87 -msgid "" -"The production database is then taken offline and will be upgraded " -"automatically. The time it takes to upgrade the production database should " -"be similar to the time that was necessary to upgrade the test database. Make" -" sure to inform database users of the scheduled downtime." -msgstr "" -"La base de données de production est ensuite mise hors ligne et sera " -"automatiquement mise à niveau. Le temps nécessaire à la mise à niveau de la " -"base de données de production devrait être similaire au temps nécessaire à " -"la mise à niveau de la base de données de test. Assurez-vous d'informer les " -"utilisateurs de la base de données du temps d'arrêt prévu." - -#: ../../content/administration/upgrade/odoo_online.rst:91 -msgid "" -"After the upgrade is finished, the :guilabel:`Upgrade in progress` tag " -"disappears and the database is upgraded to the version specified." -msgstr "" -"Après la mise à niveau, l'étiquette :guilabel:`Mise à niveau en cours` " -"disparaît et la base de données est mise à niveau vers la version précisée." - -#: ../../content/administration/upgrade/odoo_sh.rst:10 -msgid "" -"Odoo.sh is integrated with the upgrade platform to make the upgrade process " -"easier." -msgstr "" -"Odoo.sh est intégré à la plateforme de mise à niveau pour faciliter le " -"processus de mise à niveau." - -#: ../../content/administration/upgrade/odoo_sh.rst:13 -msgid "" -"The :guilabel:`Upgrade` tab is available in the branches view. It is only " -"available for valid projects with a valid production build." -msgstr "" -"L'onglet :guilabel:`Mise à niveau` est disponible dans la vue des branches. " -"Il n'est disponible que pour les projets valides avec une version de " -"production valide." - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Click on the upgrade menu" -msgstr "Cliquez sur le menu de mise à niveau" - -#: ../../content/administration/upgrade/odoo_sh.rst:20 -msgid "The suggested upgrade steps on Odoo.sh are:" -msgstr "" -"Les étapes de mise à niveau suggérées dans Odoo.sh sont les suivantes :" - -#: ../../content/administration/upgrade/odoo_sh.rst:22 -msgid "" -"On a :guilabel:`Development` branch, upgrade your custom modules to keep " -"them compatible with the new version and thoroughly **test them**." -msgstr "" -"Sur une branche de :guilabel:`Development`, mettez à jour vos modules " -"personnalisés pour les rendre compatibles avec la nouvelle version et " -"**testez** de manière approfondie." - -#: ../../content/administration/upgrade/odoo_sh.rst:24 -msgid "" -"Switch that branch to the :guilabel:`Staging` branch, **upgrade** the last " -"daily production backup and **test it**. Write upgrade scripts if necessary." -msgstr "" -"Basculez cette branche sur la branche de :guilabel:`Simulation`, **mettez à " -"niveau** la dernière sauvegarde quotidienne de production et **testez-la**. " -"Rédigez des scripts de mise à niveau si nécessaire." - -#: ../../content/administration/upgrade/odoo_sh.rst:26 -msgid "" -"Trigger the production upgrade from your :guilabel:`Production` branch and " -"sit tight." -msgstr "" -"Déclenchez la mise à niveau de production à partir de votre branche de " -":guilabel:`Production` et patientez." - -#: ../../content/administration/upgrade/odoo_sh.rst:29 -msgid ":doc:`../../administration/upgrade`" -msgstr ":doc:`../../administration/upgrade`" - -#: ../../content/administration/upgrade/odoo_sh.rst:30 -msgid ":doc:`Upgrade FAQ <../upgrade/faq>`" -msgstr ":doc:`FAQ sur l'Upgrade <../upgrade/faq>`" - -#: ../../content/administration/upgrade/odoo_sh.rst:31 -msgid ":doc:`Introduction to Odoo.sh <../odoo_sh/overview/introduction>`" -msgstr ":doc:`Introduction à Odoo.sh <../odoo_sh/overview/introduction>`" - -#: ../../content/administration/upgrade/odoo_sh.rst:36 -msgid "Upgrade your custom modules" -msgstr "Mise à niveau de vos modules personnalisés" - -#: ../../content/administration/upgrade/odoo_sh.rst:38 -msgid "" -"The first step is to upgrade your custom modules to keep them compatible " -"with the new version. Fork your :guilabel:`Production` branch in the " -":guilabel:`Development` stage, then go to the settings of your " -":guilabel:`Development` branch and select the Odoo version you target. If " -"needed, modify your code to be compatible with the new version. Make sure to" -" **test** your features are still working correctly." -msgstr "" -"La première étape consiste à mettre à niveau vos modules personnalisés pour " -"qu'ils restent compatibles avec la nouvelle version. Forkez votre branche de" -" :guilabel:`Production` au stade :guilabel:`Development`, puis allez dans " -"les paramètres de votre branche de :guilabel:`Development` et sélectionnez " -"la version de Odoo que vous visez. Si nécessaire, modifiez votre code pour " -"être compatible avec la nouvelle version. Assurez-vous de **tester** que vos" -" fonctionnalités fonctionnent toujours correctement." - -#: ../../content/administration/upgrade/odoo_sh.rst:45 -msgid "" -"Depending on your contract, the upgrade of your custom modules can be done " -"by yourself, by your Partner or by Odoo (if you hold a subscription " -"including maintenance of customizations)." -msgstr "" -"En fonction de votre contrat, la mise à niveau de vos modules personnalisés " -"peut être effectuée par vous-même, par votre partenaire ou par Odoo (si vous" -" êtes titulaire d'un abonnement incluant la maintenance des " -"personnalisations)." - -#: ../../content/administration/upgrade/odoo_sh.rst:51 -msgid "Upgrade your database on a staging branch" -msgstr "Mettez à niveau votre base de données sur une branche de staging" - -#: ../../content/administration/upgrade/odoo_sh.rst:53 -msgid "" -"Take the upgraded development branch and drag & drop it to " -":guilabel:`Staging`." -msgstr "" -"Prenez la branche de développement mise à niveau et faites-la glisser vers " -":guilabel:`Staging`." - -#: ../../content/administration/upgrade/odoo_sh.rst:55 -msgid "" -"Go to the :guilabel:`Upgrade` tab and select the :guilabel:`target version`." -" Then, click on :guilabel:`Test Upgrade`." -msgstr "" -"Allez dans l'onglet :guilabel:`Mise à niveau` et sélectionnez la " -":guilabel:`version cible`. Ensuite, cliquez sur :guilabel:`Tester la mise à " -"niveau`." - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Odoo.sh project and tabs" -msgstr "Projet et onglets Odoo.sh" - -#: ../../content/administration/upgrade/odoo_sh.rst:62 -msgid "" -"The **latest production daily automatic backup** is sent to the `upgrade " -"platform `_ to start the upgrade test process." -msgstr "" -"La **dernière sauvegarde automatique quotidienne de production** est envoyée" -" à la `plateforme de mise à niveau `_ pour " -"démarrer le processus de test de la mise à niveau." - -#: ../../content/administration/upgrade/odoo_sh.rst:66 -msgid "" -"You can follow the upgrade process by going to the :guilabel:`Upgrade` menu " -"of your :guilabel:`Production` branch." -msgstr "" -"Vous pouvez suivre le processus de mise à niveau en allant dans le menu " -":guilabel:`Mise à niveau` de votre branche de :guilabel:`Production`." - -#: ../../content/administration/upgrade/odoo_sh.rst:69 -msgid "" -"When the upgraded backup is ready on the `upgrade platform " -"`_, it is automatically downloaded back to " -"your project." -msgstr "" -"Lorsque le back up mis à niveau est prêt sur la plateforme `de mise à niveau" -" `_, elle est automatiquement téléchargée de " -"nouveau dans votre projet." - -#: ../../content/administration/upgrade/odoo_sh.rst:72 -msgid "" -"The branch is now in a **special mode**: each time a **commit is pushed** on" -" the branch, a **restore operation** of the upgraded backup occurs, and an " -"**update of all the custom modules** happens. This allows you to quickly " -"iterate on your custom modules upgrade scripts. The log file of the upgrade " -"process can be found at :file:`~/logs/upgrade.log` in your newly upgraded " -"staging build." -msgstr "" -"La branche est maintenant dans un **mode spécial** : chaque fois qu'un " -"**commit est poussé** sur la branche, une **opération de restauration** de " -"la sauvegarde mise à niveau se produit, et une **mise à niveau de tous les " -"modules personnalisés** se produit. Cela vous permet d'itérer rapidement sur" -" vos scripts de mise à niveau des modules personnalisés. Le fichier de log " -"du processus de mise à niveau peut être trouvé dans " -":file:`~/logs/upgrade.log` dans votre build de mise à jour." - -#: ../../content/administration/upgrade/odoo_sh.rst:78 -msgid "The **special upgrade mode** is automatically closed after 30 days." -msgstr "" -"Le **mode spécial de mise à niveau** est automatiquement fermé après 30 " -"jours." - -#: ../../content/administration/upgrade/odoo_sh.rst:79 -#: ../../content/administration/upgrade/odoo_sh.rst:128 -msgid "" -"It may happen that custom modules are no longer needed after an upgrade. " -"Custom modules in the upgraded database are set to be updated. If the " -"modules are missing in the code, the update fails, thus failing the whole " -"process. An empty module with a manifest and possibly some custom upgrade " -"script are necessary to clean up the database. The complete removal of the " -"module has to be handled afterwards." -msgstr "" -"Il peut arriver que les modules personnalisés ne soient plus nécessaires " -"après une mise à niveau. Les modules personnalisés de la base de données " -"mise à niveau sont définis pour être mis à niveau. Si les modules sont " -"manquants dans le code, la mise à niveau échoue, ce qui fait échouer " -"l'ensemble du processus. Un module vide avec un manifeste et éventuellement " -"un script de mise à niveau personnalisé sont nécessaires pour nettoyer la " -"base de données. La suppression complète du module doit être gérée par la " -"suite." - -#: ../../content/administration/upgrade/odoo_sh.rst:86 -msgid "Functionally test your upgraded database" -msgstr "Test fonctionnel de votre base de données mise à niveau" - -#: ../../content/administration/upgrade/odoo_sh.rst:88 -msgid "" -"Now that the test upgraded database is available on your staging branch, " -"**thoroughly test it** and make sure everything runs as it's supposed to. " -"Once you are satisfied with the result, you are ready to upgrade your " -"production database." -msgstr "" -"Maintenant que la base de données de test mise à niveau est disponible sur " -"votre branche de staging, **testez-la minutieusement** et assurez-vous que " -"tout fonctionne comme prévu. Une fois que vous êtes satisfait du résultat, " -"vous êtes prêt à mettre à niveau votre base de données de production." - -#: ../../content/administration/upgrade/odoo_sh.rst:93 -msgid "Production upgrade" -msgstr "Mise à niveau en production" - -#: ../../content/administration/upgrade/odoo_sh.rst:95 -msgid "" -"Once you are happy with your testing, you can start the process on the " -":guilabel:`Production` branch." -msgstr "" -"Une fois que vous êtes satisfait de vos tests, vous pouvez commencer le " -"processus sur la branche de :guilabel:`Production`." - -#: ../../content/administration/upgrade/odoo_sh.rst:98 -msgid "" -"On your :guilabel:`Production` branch, go to the :guilabel:`Upgrade` tab, " -"select the :guilabel:`targeted version` and click on the :guilabel:`start " -"Upgrade` button." -msgstr "" -"Sur votre branche de :guilabel:`Production`, allez dans l'onglet " -":guilabel:`Mise à niveau`, sélectionnez la :guilabel:`version ciblée` et " -"cliquez sur le bouton :guilabel:`démarrer la mise à niveau`." - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View from the upgrade tab" -msgstr "Vue de l'onglet Mise à niveau" - -#: ../../content/administration/upgrade/odoo_sh.rst:105 -msgid "" -"The actual process is **triggered as soon as you push a new commit** in your" -" branch. Make sure you are pushing code that is compatible with the new " -"version. For example by merging the code from your upgraded staging branch." -msgstr "" -"Le processus actuel est **déclenché dès que vous poussez un nouveau commit**" -" dans votre branche. Assurez-vous de pousser du code qui est compatible avec" -" la nouvelle version. Par exemple en fusionnant le code de votre branche de " -"staging mise à niveau." - -#: ../../content/administration/upgrade/odoo_sh.rst:110 -msgid "" -"You can see the progress of the upgrade by going to the :guilabel:`Upgrade` " -"tab of the main branch." -msgstr "" -"Vous pouvez voir la progression de la mise à niveau en allant dans l'onglet " -":guilabel:`Mise à niveau` de la branche principale." - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View showing the progress of the upgrade" -msgstr "Vue montrant la progression de la mise à niveau" - -#: ../../content/administration/upgrade/odoo_sh.rst:118 -msgid "Your database is unavailable throughout the process." -msgstr "" -"Votre base de données est indisponible pendant toute la durée du processus." - -#: ../../content/administration/upgrade/odoo_sh.rst:121 -msgid "" -"If anything goes wrong, the platform automatically reverts the upgrade, the " -"same as it would be for a regular update. In case of success, a backup is " -"always made." -msgstr "" -"En cas de problème, la plate-forme annule automatiquement la mise à niveau, " -"comme dans le cas d'une mise à jour ordinaire. En cas de succès, une " -"sauvegarde est toujours effectuée." - -#: ../../content/administration/upgrade/odoo_sh.rst:124 -msgid "" -"The update of your custom modules must be successful to complete the entire " -"upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." -msgstr "" -"La mise à jour de vos modules personnalisés doit être réussie pour que le " -"processus de mise à niveau soit complet. Assurez-vous que le statut de votre" -" mise à jour est :guilabel:`réussie` avant de l'essayer en production." - -#: ../../content/administration/upgrade/on_premise.rst:6 -msgid "Test upgrade request" -msgstr "Demande de mise à niveau de test" - -#: ../../content/administration/upgrade/on_premise.rst:8 -msgid "There are two ways to create your upgrade request." -msgstr "Il existe deux façons de créer votre demande de mise à niveau." - -#: ../../content/administration/upgrade/on_premise.rst:11 -msgid "Upgrade request via command line" -msgstr "Demande de mise à niveau via une ligne de commande" - -#: ../../content/administration/upgrade/on_premise.rst:13 -msgid "" -"For technically-advanced users and partners, the upgrade process can be " -"initiated via the following command line on the server where the database is" -" hosted:" -msgstr "" -"Pour les utilisateurs et partenaires possédant des connaissances techniques " -"avancées, le processus de mise à niveau peut être lancé via la ligne de " -"commande suivante sur le serveur sur lequel la base de données est hébergée " -":" - -#: ../../content/administration/upgrade/on_premise.rst:16 -msgid "" -":command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d -t `" -msgstr "" -":command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d -t `" - -#: ../../content/administration/upgrade/on_premise.rst:19 -msgid "" -"The above command creates the database dump, sends it to the upgrade " -"platform, and initiates the automated upgrade process. During the upgrade, " -"you can follow the live logs on your screen. Once the upgrade process is " -"completed successfully, the upgraded database is restored onto the server " -"(as a duplicate test database)." -msgstr "" -"La commande ci-dessus crée le dump de la base de données, l'envoie à la " -"plate-forme de mise à niveau et lance le processus de mise à niveau " -"automatisé. Pendant la mise à niveau, vous pouvez suivre les journaux en " -"direct sur votre écran. Une fois le processus de mise à niveau terminé avec " -"succès, la base de données mise à niveau est restaurée sur le serveur (en " -"tant que base de données de test en double)." - -#: ../../content/administration/upgrade/on_premise.rst:25 -msgid "Upgrade request via the Odoo Upgrade Portal" -msgstr "Demande de mise à niveau via le portail de mise à niveau d'Odoo" - -#: ../../content/administration/upgrade/on_premise.rst:27 -msgid "" -"Download a recent copy of your database and select the option " -":guilabel:`pg_dump custom format (without filestore)`." -msgstr "" -"Téléchargez une copie récente de votre base de données et sélectionnez " -"l'option :guilabel:`format personnalisé pg_dump (sans filestore)`." - -#: ../../content/administration/upgrade/on_premise.rst:29 -msgid "" -"Upload this dump file at https://upgrade.odoo.com and select *Testing* as " -"the aim. Odoo performs the automated upgrade process. Once it is completed, " -"you receive an email with a link to download the upgrade database dump file." -msgstr "" -"Téléchargez ce fichier dump sur https://upgrade.odoo.com et sélectionnez " -"*Test* comme objectif. Odoo exécute le processus de mise à niveau " -"automatisé. Une fois terminé, vous recevez un email avec un lien pour " -"télécharger le fichier dump mis à niveau." - -#: ../../content/administration/upgrade/on_premise.rst:32 -msgid "" -"Import the upgraded database into your on-premise environment and manually " -"test all processes and workflows." -msgstr "" -"Importez la base de données mise à niveau dans votre environnement sur site " -"et testez manuellement tous les processus et workflows." - -#: ../../content/administration/upgrade/on_premise.rst:36 -msgid "" -"For security reasons, only the person who submitted the upgrade request is " -"able to download it." -msgstr "" -"Pour des raisons de sécurité, seule la personne qui a soumis la demande de " -"mise à niveau peut la télécharger." - -#: ../../content/administration/upgrade/on_premise.rst:37 -msgid "" -"Any problem found during testing should be reported via the `helpdesk " -"`_." -msgstr "" -"Tout problème rencontré lors des tests doit être signalé via l' `assistance " -"`_." - -#: ../../content/administration/upgrade/on_premise.rst:39 -msgid "" -"For storage reasons, the copy of your database is submitted without a " -"filestore to the upgrade server. Therefore, the upgraded database does not " -"contain the production filestore." -msgstr "" -"Pour des raisons de stockage, la copie de votre base de données est soumise " -"au serveur de mise à niveau sans filestore. Par conséquent, la base de " -"données mis à niveau ne contient pas le filestore de production." - -#: ../../content/administration/upgrade/on_premise.rst:41 -msgid "" -"Before restoring the upgraded database, its filestore must be merged with " -"the production filestore to be able to perform tests in the same conditions " -"as it would be in the new version." -msgstr "" -"Avant de restaurer la base de données mise à niveau, son filestore doit être" -" fusionné avec le filestore de production pour pouvoir effectuer des tests " -"dans les mêmes conditions que dans la nouvelle version." - -#: ../../content/administration/upgrade/on_premise.rst:43 -msgid "The upgraded database contains:" -msgstr "La base de données mise à niveau contient :" - -#: ../../content/administration/upgrade/on_premise.rst:45 -msgid "A `dump.sql` file containing the upgraded database." -msgstr "Un fichier `dump.sql` contenant la base de données mie à niveau." - -#: ../../content/administration/upgrade/on_premise.rst:46 -msgid "" -"A `filestore` folder containing files that were extracted from in-database " -"records into attachments (if there are any) and new standard Odoo files from" -" the targeted Odoo version (like new images, icons, payment provider's " -"logos, etc.). This is the folder that should be merged with the production " -"filestore in order to get the full upgraded filestore." -msgstr "" -"Un dossier `filestore` contenant des fichiers qui ont été extraits des " -"enregistrements de la base de données vers les pièces jointes (s'il y en a) " -"et les nouveaux fichiers Odoo standard de la version Odoo ciblée (comme les " -"nouvelles images, icônes, logos des fournisseurs de paiement, etc.). Il " -"s'agit du dossier qui doit être fusionné avec le filestore de production " -"afin d'obtenir le filestore complet mis à jour." - -#: ../../content/administration/upgrade/on_premise.rst:52 -msgid "Upgrade your production database" -msgstr "Mise à jour de votre base de données de production" - -#: ../../content/administration/upgrade/on_premise.rst:54 -msgid "" -"Once you have completed the testing successfully, you can proceed to upgrade" -" your live database in production. Download your upgraded database from the " -"link in the email and import it onto your live environment." -msgstr "" -"Une fois que vous avez terminé les tests avec succès, vous pouvez procéder à" -" la mise à niveau de votre base de données en production. Téléchargez votre" -" base de données mise à niveau à partir du lien dans l'email et importez-la " -"dans votre environnement." - -#: ../../content/administration/upgrade/on_premise.rst:59 -msgid "" -"Same as in the test phase, when requesting an upgrade for production " -"purposes, the copy of your database is submitted without a filestore." -msgstr "" -"Comme dans la phase de test, lorsque vous demandez une mise à niveau à des " -"fins de production, la copie de votre base de données est soumise sans " -"filestore." - -#: ../../content/administration/upgrade/on_premise.rst:61 -msgid "" -"Therefore, the upgraded database filestore must be merged with the " -"production filestore before deploying the new version." -msgstr "" -"Par conséquent, le filestore de la base de données mise à niveau doit être " -"fusionné avec le filestore de production avant de déployer la nouvelle " -"version." - -#: ../../content/administration/upgrade/on_premise.rst:65 -msgid "Custom modules (if applicable)" -msgstr "Modules personnalisés (le cas échéant)" - -#: ../../content/administration/upgrade/on_premise.rst:67 -msgid "" -"The upgrade of a database that contains custom modules is a two-step " -"process." -msgstr "" -"La mise à niveau d'une base de données contenant des modules personnalisés " -"est un processus en deux étapes." - -#: ../../content/administration/upgrade/on_premise.rst:69 -msgid "The standard upgrade is done when your upgrade request is completed." -msgstr "" -"La mise à niveau standard est effectuée lorsque votre demande est terminée." - -#: ../../content/administration/upgrade/on_premise.rst:70 -msgid "" -"Your custom modules also need to be upgraded to keep them compatible with " -"the new version." -msgstr "" -"Vos modules personnalisés doivent également être mis à niveau pour rester " -"compatibles avec la nouvelle version." - -#: ../../content/administration/upgrade/on_premise.rst:72 -msgid "" -"Depending on your contract, the upgrade of your custom modules can be done" -msgstr "" -"En fonction de votre contrat, la mise à niveau de vos modules personnalisés " -"peut se faire" - -#: ../../content/administration/upgrade/on_premise.rst:74 -msgid "by yourself." -msgstr "par vous-même." - -#: ../../content/administration/upgrade/on_premise.rst:75 -msgid "by your Partner." -msgstr "par un partenaire." - -#: ../../content/administration/upgrade/on_premise.rst:76 -msgid "" -"by Odoo (if you hold a subscription to 'Maintenance of Customizations')." -msgstr "" -"par Odoo (si vous avez souscrit à un abonnement pour la 'Maintenance des " -"personnalisations')." diff --git a/locale/fr/LC_MESSAGES/finance.po b/locale/fr/LC_MESSAGES/finance.po index 20628b0e9..afdc1303f 100644 --- a/locale/fr/LC_MESSAGES/finance.po +++ b/locale/fr/LC_MESSAGES/finance.po @@ -15,10 +15,10 @@ # Maxime Chambreuil , 2021 # Tivisse , 2021 # Gwladys Jouble , 2021 +# Shark McGnark , 2021 # Florent de Labarre , 2021 # Geoffrey_GMF , 2021 # Xavier Symons , 2021 -# Shark McGnark , 2021 # Vallen Delobel , 2021 # Arnaud Willem , 2021 # Fred Gilson , 2021 @@ -33,12 +33,12 @@ # jb78180 , 2023 # romrik_, 2023 # Jérôme Tanché , 2023 -# Cécile Collart , 2023 # Martin Trigaux, 2023 # Jonathan Castillo , 2023 -# Wil Odoo, 2023 -# Fernanda Marques , 2023 # e2f , 2023 +# Wil Odoo, 2023 +# Cécile Collart , 2023 +# Fernanda Marques , 2023 # Jolien De Paepe, 2023 # #, fuzzy @@ -46,7 +46,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-09 08:39+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" "Last-Translator: Jolien De Paepe, 2023\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" @@ -254,7 +254,7 @@ msgstr "" "disponibles et mis à jour en temps réel :" #: ../../content/applications/finance/accounting.rst:127 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "Rapports financiers" @@ -291,10 +291,12 @@ msgid "Audit" msgstr "Audit" #: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1073 msgid "General ledger" msgstr "Grand livre" #: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1035 msgid "Trial balance" msgstr "Balance générale" @@ -313,7 +315,7 @@ msgstr "Registre des chèques" #: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:135 #: ../../content/applications/finance/fiscal_localizations/chile.rst:161 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:321 msgid "Partner" msgstr "Partenaire" @@ -686,6 +688,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:15 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:22 #: ../../content/applications/finance/accounting/payments/batch.rst:15 @@ -703,7 +706,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 #: ../../content/applications/finance/accounting/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:13 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:22 @@ -714,15 +717,15 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:29 #: ../../content/applications/finance/fiscal_localizations/chile.rst:290 #: ../../content/applications/finance/fiscal_localizations/chile.rst:332 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/germany.rst:58 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:620 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:726 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:847 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:40 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:766 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:906 #: ../../content/applications/finance/fiscal_localizations/peru.rst:25 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 @@ -733,7 +736,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:60 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:9 #: ../../content/applications/finance/payment_acquirers/mollie.rst:8 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:141 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:146 #: ../../content/applications/finance/payment_acquirers/sips.rst:9 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:30 msgid "Configuration" @@ -3045,7 +3048,7 @@ msgstr "" ":guilabel:`Créer` pour en créer un nouveau et remplissez le formulaire." #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Type" @@ -3133,7 +3136,7 @@ msgstr ":doc:`../customer_invoices/cash_discounts`" #: ../../content/applications/finance/accounting/customer_invoices.rst:5 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:86 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:310 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:321 msgid "Customer invoices" msgstr "Factures clients" @@ -3195,7 +3198,7 @@ msgstr "" "personnel de l'entrepôt." #: ../../content/applications/finance/accounting/customer_invoices.rst:35 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:284 msgid "Invoice creation" msgstr "Création d'une facture" @@ -3421,8 +3424,8 @@ msgstr "115" #: ../../content/applications/finance/accounting/taxes.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:164 #: ../../content/applications/finance/fiscal_localizations/chile.rst:198 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:165 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:69 #: ../../content/applications/finance/fiscal_localizations/peru.rst:242 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:127 @@ -4834,7 +4837,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:97 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:26 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:32 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:16 #: ../../content/applications/finance/fiscal_localizations/france.rst:182 #: ../../content/applications/finance/fiscal_localizations/india.rst:16 @@ -4842,9 +4845,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:34 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:66 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:15 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:14 @@ -4853,16 +4855,15 @@ msgstr "Nom" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:98 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:27 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:17 #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:17 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:35 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:67 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:15 @@ -6372,477 +6373,954 @@ msgid ":doc:`../fiscal_localizations`" msgstr ":doc:`../fiscal_localizations`" #: ../../content/applications/finance/accounting/get_started.rst:190 -msgid "`Odoo Tutorials: Accounting Basics `_" +msgid "" +"`Odoo Tutorials: Accounting and Invoicing - Getting started [video] " +"`_" msgstr "" -"`Tutoriels Odoo : Notions de base sur la comptabilité " -"`_" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:3 -msgid "Inventory average price valuation" -msgstr "Valorisation du prix moyen des stocks" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:5 -msgid "" -"As stated in the :doc:`inventory valuation page " -"`," -" one of the possible costing method you can use in perpetual stock " -"valuation, is the average cost." +msgid "Average price on returned goods" msgstr "" -"Comme indiqué sur la :doc:`page de valorisation des stocks " -"`," -" l'une des méthodes de coût que vous pouvez utiliser dans la valorisation " -"permanente des stocks, est le coût moyen." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:10 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:9 msgid "" -"This document answers to one recurrent question for companies using that " -"method to make their stock valuation: how does a shipping returned to its " -"supplier impact the average cost and the accounting entries? This document " -"is **only** for the specific use case of a perpetual valuation (as opposed " -"to the periodic one) and in average price costing method (as opposed to " -"standard of FIFO)." +"*Average cost valuation* (AVCO) is an inventory valuation method that " +"evaluates cost based on the total cost of goods bought or produced during a " +"period, divided by the total number of items on-hand. Inventory valuation is" +" used to:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:13 +msgid "reflect the value of a company's assets;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:14 +msgid "keep track of the amount of unsold goods;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:15 +msgid "account for monetary value in goods that have yet to generate profit;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:16 +msgid "report on flow of goods throughout the quarter." msgstr "" -"Ce document est là pour répondre à une question récurrente posée par les " -"entreprises qui emploient cette méthode pour la valorisation de leurs stocks" -" : quel est l'impact d'un retour au fournisseur sur le coût moyen et " -"l'écriture comptable ? Ce document est **uniquement** destiné au cas d'une " -"valorisation permanente (plutôt que périodique) et à la méthode du coût " -"moyen pondéré (plutôt qu'aux critères FIFO)." #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:18 -msgid "Definition of average cost" -msgstr "Définition du coût moyen" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:20 msgid "" -"The average cost method calculates the cost of ending inventory and cost of " -"goods sold on the basis of weighted average cost per unit of inventory." +"Because |AVCO| uses the weighted average to evaluate the cost, it is a good " +"fit for companies that sell only a few different products in large " +"quantities. In Odoo, this costing analysis is *automatically updated* each " +"time products are received." msgstr "" -"La méthode du coût moyen consiste à calculer le coût de l'inventaire final " -"et le coût des biens vendus sur la base du coût unitaire moyen pondéré de " -"chaque élément de l'inventaire." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:24 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:22 msgid "" -"The weighted average cost per unit is calculated using the following " -"formula:" -msgstr "Le coût unitaire moyen pondéré est calculé selon la formule suivante:" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:27 -msgid "" -"When new products arrive in a warehouse, the new average cost is recomputed " -"as:" +"Thus, when shipments are returned to their supplier, Odoo automatically " +"generates accounting entries to reflect the change in inventory valuation. " +"However, Odoo does **not** automatically update the |AVCO| calculation, " +"because :ref:`this can potentially create inconsistencies with inventory " +"valuation `." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:28 +msgid "" +"This document addresses a specific use case for theoretical purposes. " +"Navigate :ref:`here ` for instructions" +" on how to set up and use |AVCO| in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:32 +msgid "" +":ref:`Using inventory valuation `" msgstr "" -"Lorsque de nouveaux produits arrivent en entrepôt, le nouveau coût moyen est" -" recalculé de cette façon :" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:33 msgid "" -"When products leave the warehouse: the average cost **does not** change" +":ref:`Other inventory valuation methods " +"`" msgstr "" -"Lorsque des produits quittent l'entrepôt : le coût moyen ne change **pas**" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 -msgid "Defining the purchase price" -msgstr "Définir le prix d'achat" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:38 msgid "" -"The purchase price is estimated at the reception of the products (you might " -"not have received the vendor bill yet) and reevaluated at the reception of " -"the vendor bill. The purchase price includes the cost you pay for the " -"products, but it may also includes additional costs, like landed costs." +"To use average cost inventory valuation on a product, navigate to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"select the category that will be using |AVCO|. On the product category page," +" set :guilabel:`Costing Method` to `Average Cost (AVCO)` and " +":guilabel:`Inventory Valuation` to `Automated`." msgstr "" -"Le prix d'achat est estimé à la réception des produits (vous n'aurez peut-" -"être pas encore reçu la facture du fournisseur) et réévalué à la réception " -"de la facture du fournisseur. Le coût d'achat inclut le prix que vous avez " -"payé pour les produits, mais il peut aussi inclure les frais " -"supplémentaires, tels que les coûts au débarquement." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:45 -msgid "Average cost example" -msgstr "Exemple de coût moyen" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:44 +msgid "" +":ref:`Inventory valuation configuration " +"`" +msgstr "" +":ref:`Configuration de la valorisation des stocks " +"`" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:47 +msgid "Using average cost valuation" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:49 +msgid "" +"The average cost method adjusts the inventory valuation when products are " +"received in the warehouse. This section explains how it works, but if the " +"explanation is unnecessary, skip to the :ref:`return to supplier use case " +"` section." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 +msgid "Formula" +msgstr "Formule" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:58 +msgid "" +"When new products arrive, the new average cost for each product is " +"recomputed using the formula:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +msgid "" +"Avg~Cost = \\frac{(Old~Qty \\times Old~Avg~Cost) + (Incoming~Qty \\times Purchase~Price)}{Final~Qty}\n" +"\n" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:63 +msgid "**Old Qty**: product count in stock before receiving the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +msgid "" +"**Old Avg Cost**: calculated average cost for a single product from the " +"previous inventory valuation;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:66 +msgid "**Incoming Qty**: count of products arriving in the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:67 +msgid "" +"**Purchase Price**: estimated price of products at the reception of products" +" (since vendor bills may arrive later). The amount includes not only the " +"price for the products, but also added costs, such as shipping, taxes, and " +":ref:`landed costs `. At reception of the " +"vendor bill, this price is adjusted;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:71 +msgid "**Final Qty**: quantity of on-hand stock after the stock move." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:76 +msgid "" +"When products leave the warehouse, the average cost **does not** change. " +"Read about why the average cost valuation is **not** adjusted :ref:`here " +"`." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +msgid "Compute average cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 +msgid "" +"To understand how the average cost of a product changes with each shipment, " +"consider the following table of warehouse operations and stock moves. Each " +"is a different example of how the average cost valuation is affected." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Operation" msgstr "Opération" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -msgid "Delta Value" -msgstr "Valeur de delta" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +msgid "Incoming Value" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Inventory Value" msgstr "Valeur d'inventaire" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Qty On Hand" msgstr "Qté en réserve" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Avg Cost" msgstr "CM" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$0" msgstr "0$" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 #: ../../content/applications/finance/fiscal_localizations/france.rst:240 msgid "0" msgstr "0" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -msgid "Receive 8 Products at $10" -msgstr "Réception de 8 produits à 10$" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "Receive 8 tables at $10/unit" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -msgid "+8\\*$10" -msgstr "+8\\*10$" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "8 * $10" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$80" msgstr "80$" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "8" msgstr "8" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$10" msgstr "10$" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -msgid "Receive 4 Products at $16" -msgstr "Réception de 4 produits à 16$" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "Receive 4 tables at $16/unit" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -msgid "+4\\*$16" -msgstr "+4\\*16$" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "4 * $16" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "$144" msgstr "144$" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 #: ../../content/applications/finance/fiscal_localizations/france.rst:88 #: ../../content/applications/finance/fiscal_localizations/france.rst:111 msgid "12" msgstr "12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$12" msgstr "12$" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -msgid "Deliver 10 Products" -msgstr "Livraison de 10 produits" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "Deliver 10 tables" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -msgid "-10\\*$12" -msgstr "-10\\*12$" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "-10 * $12" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "$24" msgstr "24$" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "2" msgstr "2" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 msgid "" -"At the beginning, the Avg Cost is set to 0 set as there is no product in the" -" inventory. When the first reception is made, the average cost becomes " -"logically the purchase price." +"Ensure comprehension of the above computations by reviewing the \"Receive 8 " +"tables at $10/unit\" example." msgstr "" -"Au départ, le CM est fixé à 0 puisqu'il n'y a aucun produit en inventaire. " -"Lorsque la première réception se fait, le coût moyen devient conséquemment " -"le prix d'achat." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:106 +msgid "Initially, the product stock is 0, so all values are $0." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:108 msgid "" -"At the second reception, the average cost is updated because the total " -"inventory value is now ``$80 + 4*$16 = $144``. As we have 12 units on hand, " -"the average price per unit is ``$144 / 12 = $12``." +"In the first warehouse operation, `8` tables are received at `$10` each. The" +" average cost is calculated using the :ref:`formula " +"`:" msgstr "" -"A la deuxième réception, le coût moyen est actualisé puisque la valeur " -"d'inventaire totale est maintenant de ``80 $ + 4*16 $ = 144 $``. Comme nous " -"avons 12 unités en réserve, le prix unitaire moyen est de ``144 $ / 12 = 12 " -"$``." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:68 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:111 msgid "" -"By definition, the delivery of 10 products does not change the average cost." -" Indeed, the inventory value is now $24 as we have only 2 units remaining of" -" each ``$24 / 2 = $12``." +"Avg~Cost = \\frac{0 + 8 \\times $10}{8} = \\frac{$80}{8} = $10\n" +"\n" msgstr "" -"Par définition, la livraison de 10 produits ne change pas le coût moyen. En " -"effet, la valeur d'inventaire est maintenant de 24 $ puisqu'il ne nous reste" -" que 2 unités de chaque ``24 $ / 2 = 12 $``." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:73 -msgid "Purchase return use case" -msgstr "Cas de retour d'un achat" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:75 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:114 msgid "" -"In case of a product returned to its supplier after reception, the inventory" -" value is reduced using the average cost formulae (not at the initial price " -"of these products!)." +"Since the *incoming quantity* of tables is `8` and the *purchase price* for " +"each is `$10`," msgstr "" -"Dans le cas où un produit est retourné à son fournisseur après réception, la" -" valeur d'inventaire est diminuée selon les formules du coût moyen (pas au " -"prix initial de ces produits!)." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:79 -msgid "Which means that the above table will be updated as follow:" -msgstr "Ce qui signifie que le tableau du dessus sera actualisé ainsi :" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:115 +msgid "The inventory value in the numerator is evaluated to `$80`;" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "Return of 1 Product initially bought at $10" -msgstr "Retour d'un produit initialement acheté à 10 $" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:116 +msgid "`$80` is divided by the total amount of tables to store, `8`;" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "-1\\*$12" -msgstr "-1\\*12$" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 +msgid "`$10` is the average cost of a single table from the first shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 +msgid "" +"To verify this in Odoo, in the *Purchase* app, order `8` quantities of a new" +" product, `Table`, with no previous stock moves, for `$10` each." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:122 +msgid "" +"In the table's :guilabel:`Product Category` field in the :guilabel:`General " +"Information` tab of the product form, click the :guilabel:`➡️ (arrow)` icon," +" to open an :guilabel:`External Link` to edit the product category. Set the " +":guilabel:`Costing Method` to `Average Cost (AVCO)` and :guilabel:`Inventory" +" Valuation` to `Automated`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:127 +msgid "" +"Then, return to the purchase order. Click :guilabel:`Confirm Order`, and " +"click :guilabel:`Receive Products` to confirm receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 +msgid "" +"Next, check the inventory valuation record generated by the product " +"reception by navigating to :menuselection:`Inventory --> Reporting --> " +"Inventory Valuation`. Select the drop-down for `Table`, and view the " +":guilabel:`Total Value` column for the *valuation layer* (:dfn:`inventory " +"valuation at a specific point in time = on-hand quantity * unit price`). The" +" 8 tables in-stock are worth $80." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show inventory valuation of 8 tables in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:141 +msgid "" +"When the product category's :guilabel:`Costing Method` is set to " +":guilabel:`AVCO`, then the average cost of a product is also displayed on " +"the :guilabel:`Cost` field, under the :guilabel:`General Information` tab, " +"on the product page itself." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +msgid "Product delivery (use case)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 +msgid "" +"For outgoing shipments, :ref:`outbound products have no effect on the " +"average cost valuation `. Although the " +"average cost valuation is not recalculated, the inventory value still " +"decreases because the product is removed from stock and delivered to the " +"customer location." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +msgid "" +"To demonstrate that the average cost valuation is not recalculated, examine " +"the \"Deliver 10 tables\" example." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:157 +msgid "" +"Avg~Cost = \\frac{12 \\times $12 + (-10) \\times $12}{12-10} = \\frac{24}{2} = $12\n" +"\n" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +msgid "" +"Because 10 tables are being sent out to customers, the *incoming quantity* " +"is `-10`. The previous average cost (`$12`) is used in lieu of a vendor's " +"*purchase price*;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:162 +msgid "The *incoming inventory value* is `-10 * $12 = -$120`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 +msgid "" +"The old *inventory value* (`$144`) is added to the *incoming inventory " +"value* (`-$120`), so `$144 + -$120 = $24`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:165 +msgid "" +"Only `2` tables remain after shipping out `10` tables from `12`. So the " +"current *inventory value* (`$24`) is divided by the on-hand quantity (`2`);" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:167 +msgid "" +"`$24 / 2 = $12`, which is the same average cost as the previous operation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:169 +msgid "" +"To verify this in Odoo, sell `10` tables in the *Sales* app, validate the " +"delivery, and then review the inventory valuation record by going to in " +":menuselection:`Inventory --> Reporting --> Inventory Valuation`. In the " +"topmost valuation layer, delivering `10` tables reduces the product's value " +"by `-$120`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:174 +msgid "" +"**Note**: What is not represented in this stock valuation record is the " +"revenue made from this sale, so this decrease is not a loss to the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show how deliveries decrease inventory valuation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:184 +msgid "Return items to supplier (use case)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:186 +msgid "" +"Because the price paid to suppliers can differ from the price the product is" +" valued at with the |AVCO| method, Odoo handles returned items in a specific" +" way." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:189 +msgid "" +"Products are returned to suppliers at the original purchase price, but;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:190 +msgid "The internal cost valuation remains unchanged." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:192 +msgid "" +"The above :ref:`example table ` is updated as" +" follows:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +msgid "Qty*Avg Cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "Return 1 table bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "-1 * $12" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 #: ../../content/applications/finance/fiscal_localizations/france.rst:242 msgid "1" msgstr "1" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:90 -msgid "Explanation: counter example" -msgstr "Explication : contre-exemple" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:92 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 msgid "" -"Remember the definition of **Average Cost**, saying that we do not update " -"the average cost of a product leaving the inventory. If you break this rule," -" you may lead to inconsistencies in your inventory." +"In other words, returns to vendors are perceived by Odoo as another form of " +"a product exiting the warehouse. To Odoo, because the table is valued at $12" +" per unit, the inventory value is reduced by `$12` when the product is " +"returned; the initial purchase price of `$10` is unrelated to the table's " +"average cost." msgstr "" -"Souvenez-vous de la définition du **prix moyen**, qui dit que l'on ne doit " -"pas actualiser le prix moyen d'un produit qui quitte l'inventaire. Si vous " -"enfreignez cette règle, cela pourrait mener à des incohérences dans votre " -"inventaire." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:96 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:208 msgid "" -"As an example, here is the scenario when you deliver one piece to the " -"customer and return the other one to your supplier (at the cost you " -"purchased it). Here is the operation:" +"To return a single table that was purchased for `$10`, navigate to the " +"receipt in the *Inventory* app for the :ref:`8 tables purchased in Exercise " +"1 ` by going to the :guilabel:`Inventory Overview`," +" clicking on :guilabel:`Receipts`, and selecting the desired receipt." msgstr "" -"Par exemple, envisageons un scénario où vous livrez un élément au client et " -"retournez l'autre à votre fournisseur (au coût auquel vous l'avez acheté). " -"Voici l'opération qui s'effectue :" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -msgid "Customer Shipping 1 product" -msgstr "Envoi d'1 produit au client" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:213 +msgid "" +"Then, click :guilabel:`Return` on the validated delivery order, and modify " +"the quantity to `1` in the reverse transfer window. This creates an outgoing" +" shipment for the table. Select :guilabel:`Validate` to confirm the outgoing" +" shipment." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -msgid "-1\\*$10" -msgstr "-1\\*10$" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:217 +msgid "" +"Return to :menuselection:`Inventory --> Reporting --> Inventory Valuation` " +"to see how the outgoing shipment decreases the inventory value by $12." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Inventory valuation for return." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:227 +msgid "Eliminate stock valuation errors in outgoing products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:229 +msgid "" +"Inconsistencies can occur in a company's inventory when the average cost " +"valuation is recalculated on outgoing shipments." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:232 +msgid "" +"To demonstrate this error, the table below displays a scenario in which 1 " +"table is shipped to a customer and another is returned to a supplier at the " +"purchased price." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +msgid "Qty*Price" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "Ship 1 product to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "-1 \\* $12" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "Return 1 product initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "-1 \\* $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$2**" msgstr "**2 $**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 msgid "**0**" msgstr "**0**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:110 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 msgid "" -"As you can see in this example, this is not correct: an inventory valuation " -"of $2 for 0 pieces in the warehouse." +"In the final operation above, the final inventory valuation for the table is" +" `$2` even though there are `0` tables left in stock." msgstr "" -"Comme vous pouvez le voir dans cet exemple, cela n'est pas correct : une " -"valorisation des stocks à 2 $ pour 0 éléments dans l'entrepôt." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:113 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:248 +msgid "Correct method" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:250 msgid "" -"The correct scenario should be to return the goods at the current average " -"cost:" +"Use the average cost to value the return. This does not mean the company " +"gets $12 back for a $10 purchase; the item returned for $10 is valued " +"internally at $12. The inventory value change represents a product worth $12" +" no longer being accounted for in company assets." msgstr "" -"Le scénario correct devrait être de retourner la marchandise au prix moyen " -"actuel :" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "**$0**" -msgstr "**0 $**" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:255 +msgid "Anglo-Saxon accounting" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:126 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:257 msgid "" -"On the other hand, using the average cost to value the return ensure a " -"correct inventory value at all times." +"In addition to using |AVCO|, companies that use **Anglo-Saxon accounting** " +"also keep a holding account that tracks the amount to be paid to vendors. " +"Once a vendor delivers an order, **inventory value** increases based on the " +"vendor price of the products that have entered the stock. The holding " +"account (called **stock input**) is credited and only reconciled once the " +"vendor bill is received." msgstr "" -"D'autre part, utiliser le coût moyen pour valoriser le retour assure une " -"valorisation d'inventaire correcte en tout temps." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 -msgid "Further thoughts on anglo saxon mode" -msgstr "Autres réflexions sur le mode anglo-saxon" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:132 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:263 msgid "" -"For people in using the **anglo saxon accounting** principles, there is " -"another concept to take into account: the stock input account of the " -"product, which is intended to hold at any time the value of vendor bills to " -"receive. So the stock input account will increase on reception of incoming " -"shipments and will decrease when receiving the related vendor bills." +":ref:`Anglo-Saxon vs. Continental " +"`" msgstr "" -"Pour les personnes utilisant les principes de la **comptabilité anglo-" -"saxonne**, il y a un autre concept à prendre en compte : le compte d'entrée " -"en stock de produit, qui est destiné à gérer à tout moment la valeur des " -"factures fournisseurs à recevoir. Ainsi, le compte d'entrée en stock " -"augmentera à la réception des livraisons entrantes et diminuera lors de la " -"réception des factures fournisseurs liées." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:139 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:265 msgid "" -"Back to our example, we see that when the return is valued at the average " -"price, the amount booked in the stock input account is the original purchase" -" price:" +"The table below reflects journal entries and accounts. The *stock input* " +"account stores the money intended to pay vendors when the vendor bill has " +"not yet been received. To balance accounts when returning products that have" +" a price difference between the price the product is **valued at** and the " +"price it was bought for, a *price difference* account is created." msgstr "" -"Revenant à notre exemple, nous voyons que lorsque le retour est valorisé au " -"prix moyen, le montant comptabilisé dans le compte d'entrée de stock est le " -"prix d'achat initial :" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "stock input" -msgstr "entrée de stock" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Stock Input" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "price diff" -msgstr "différence de prix" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Price Diff" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +msgid "Receive 8 tables at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "($80)" msgstr "($80)" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "Receive vendor bill $80" msgstr "Reçu facture fournisseur $80" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +msgid "Receive 4 tables at $16" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 msgid "($64)" msgstr "($64)" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "Receive vendor bill $64" msgstr "Reçu facture fournisseur $64" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +msgid "Deliver 10 tables to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "Return 1 table initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$10**" msgstr "**10 $**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$12**" msgstr "**$12**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "Receive vendor refund $10" msgstr "Reçu avoir fournisseur $10" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$2" msgstr "2 $" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 -msgid "" -"This is because the vendor refund will be made using the original purchase " -"price, so to zero out the effect of the return in the stock input in last " -"operation, we need to reuse the original price. The price difference account" -" located on the product category is used to book the difference between the " -"average cost and the original purchase price." +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 +msgid "Product reception" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:296 +msgid "Summary" +msgstr "Résumé" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:298 +msgid "" +"At product reception, Odoo ensures companies can pay for goods that were " +"purchased by preemptively moving an amount matching the price of received " +"goods into the :doc:`liability account " +"`, **Stock " +"Input**. Then, once the bill has been received, the amount in the holding " +"account is transferred to *Accounts Payable*. Transfers into this account " +"means the bill has been paid. **Stock Input** is reconciled once the vendor " +"bill is received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:305 +msgid "" +"Inventory valuation is a method of calculating how much each in-stock " +"product is worth internally. Since there is a difference between the price " +"the product is **valuated at** and the price the product was actually " +"**purchased for**, the **Inventory Valuation** account is unrelated to the " +"crediting and debiting operations of the **Stock Input** account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:310 +msgid "To conceptualize all this, follow the breakdown below." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:313 +msgid "Accounts balanced at received products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:315 +msgid "" +"In this example, a company starts with zero units of a product, `table`, in " +"stock. Then, 8 tables are received from the vendor:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:318 +msgid "" +"The **Stock Input** account stores `$80` of credit owed to the vendor. The " +"amount in this account is unrelated to the inventory value." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:320 +msgid "" +"`$80` worth of tables came **in** (**debit** the *Inventory Value* account " +"`$80`), and" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:321 +msgid "" +"`$80` must be paid **out** for received goods (**credit** the *Stock Input* " +"account `$80`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:324 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:367 +msgid "In Odoo" +msgstr "Dans Odoo" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:326 +msgid "" +"Odoo generates an accounting journal entry when shipments that use |AVCO| " +"costing method are received. Configure a :guilabel:`Price Difference " +"Account` by selecting the :guilabel:`➡️ (arrow)` icon next to the " +":guilabel:`Product Category` field on the product page." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:330 +msgid "" +"Under :guilabel:`Account Properties`, create a new :guilabel:`Price " +"Difference Account` by typing in the name of the account and clicking " +":guilabel:`Create and Edit`. Then set the account :guilabel:`Type` as " +"`Expenses`, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Create price difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:338 +msgid "" +"Then, receive the shipment in the *Purchase* app or *Inventory* app, and " +"navigate to the :menuselection:`Accounting app --> Accounting --> Journal " +"Entries`. In the list, find the :guilabel:`Reference` that matches the " +"warehouse reception operation for the relevant product." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show accounting entry of 8 tables from the list." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:346 +msgid "" +"Click on the line for 8 tables. This accounting journal entry shows that " +"when the 8 tables were received, the `Stock Valuation` account increased by " +"`$80`. Conversely, the **Stock Input** account (set as `Stock Interim " +"(Received)` account by default) is credited `$80`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Debit stock valuation and credit stock input 80 dollars." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:355 +msgid "Accounts balanced at received vendor bill" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:357 +msgid "" +"In this example, a company starts with zero units of a product, table, in " +"stock. Then, 8 tables are received from the vendor. When the bill is " +"received from vendor for 8 tables:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:360 +msgid "" +"Use `$80` in the **Stock Input** account to pay the bill. This cancels out " +"and the account now holds `$0`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:362 +msgid "Debit **Stock Input** `$80` (to reconcile this account)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:363 +msgid "" +"Credit **Accounts payable** `$80`. This account stores the amount the " +"company owes others, so accountants use the amount to write checks to " +"vendors." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:369 +msgid "" +"Once the vendor requests payment, navigate to the :menuselection:`Purchase " +"app --> Orders --> Purchase` and select the :abbr:`PO (Purchase Order)` for " +"8 tables. Inside the :abbr:`PO (Purchase Order)`, select :guilabel:`Create " +"Bill`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:373 +msgid "" +"Switch to the :guilabel:`Journal Items` tab to view how `$80` is transferred" +" from the holding account, `Stock Interim (Received)` to `Accounts Payable`." +" :guilabel:`Confirm` the bill to record the payment to the vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show bill linked to the purchase order for 8 tables." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:382 +msgid "On product delivery" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:384 +msgid "" +"In the :ref:`above example table `, when 10" +" products are delivered to a customer, the **Stock Input** account is " +"untouched because there are no new products coming in. To put it simply:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:388 +msgid "" +"**Inventory valuation** is credited `$120`. Subtracting from inventory " +"valuation represents `$120` worth of products exiting the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:390 +msgid "Debit **Accounts Receivable** to record revenue from the sale." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show journal items linked to sale order." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:398 +msgid "" +"In the accounting journal entry invoicing a customer for 10 tables, the " +"accounts **Product Sales**, **Tax Received**, and **Accounts Receivable** " +"all pertain to the sale of the product. **Accounts Receivable** is the " +"account where the customer payment will be received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:402 +msgid "" +"Anglo-Saxon accounting recognizes the cost of goods sold (COGS) once the " +"sale is made. So, up until the product is sold, scrapped, or returned, costs" +" of keeping the product in stock are not accounted for. The **Expense** " +"account is debited `$120` to log the costs of storing 10 tables during this " +"period of time." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:408 +msgid "On product return" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:410 +msgid "" +"In the :ref:`above example table `, when " +"returning 1 product to a vendor purchased at `$10`, a company expects `$10` " +"in the **Accounts Payable** account from the vendor. However, **Stock " +"Input** account must be debited `$12` because the average cost is `$12` at " +"the time of the return. The missing `$2` is accounted for in the " +":guilabel:`Price Difference Account`, which is set up in the product's " +":guilabel:`Product Category`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:417 +msgid "" +"Behavior of *price difference accounts* varies from localization. In this " +"case, the account is intended to store differences between vendor price and " +"*automated* inventory valuation methods." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:420 +msgid "Summary:" +msgstr "Résumé :" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:422 +msgid "" +"Debit **Stock Input** account `$10` to move the table from stock to stock " +"input. This move is to indicate that the table is to be processed for an " +"outgoing shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:424 +msgid "" +"Debit **Stock Input** an additional `$2` to account for the **Price " +"Difference**." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:425 +msgid "" +"Credit **Stock Valuation** `$12` because the item is leaving the stock." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "2 dollar difference expensed in Price Difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:431 +msgid "Once the vendor's refund is received," +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:433 +msgid "" +"Credit **Stock Input** account `$10` to reconcile the price of the table." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:434 +msgid "" +"Debit **Accounts Payable** `$10` to have the accountants collect and " +"register the payment in their journal." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Return to get 10 dollars back." msgstr "" -"En effet, le remboursement du fournisseur sera effectué en utilisant le prix" -" d'achat initial, alors pour mettre à zéro l'effet du retour dans le compte " -"d'entrée de stock en dernière opération, nous devons réutiliser le prix " -"initial. Le compte d'écart de prix situé sur la catégorie de produit est " -"utilisé pour enregistrer la différence entre le coût moyen et le prix " -"d'achat initial." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:3 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:79 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/chile.rst:145 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:215 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1008 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 msgid "Chart of accounts" @@ -6851,86 +7329,45 @@ msgstr "Plan comptable" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:5 msgid "" "The **chart of accounts (COA)** is the list of all the accounts used to " -"record financial transactions in the general ledger of an organization." +"record financial transactions in the general ledger of an organization. The " +"chart of accounts can be found under " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`." msgstr "" -"Le **plan comptable (COA)** est la liste de tous les comptes utilisés pour " -"enregistrer les transactions financières dans le grand livre d'une " -"organisation." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:8 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:9 msgid "" -"The accounts are usually listed in the order of appearance in the financial " -"reports. Most of the time, they are listed as follows :" +"When browsing your chart of accounts, you can sort the accounts by " +":guilabel:`Code`, :guilabel:`Account Name`, or :guilabel:`Type`, but other " +"options are available in the drop-down menu :guilabel:`(⋮)`." msgstr "" -"Les comptes sont généralement répertoriés dans l'ordre d'apparition dans les" -" rapports financiers. La plupart du temps, ils sont répertoriés comme suit :" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:11 -msgid "Balance Sheet accounts:" -msgstr "Comptes de bilan :" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:13 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 -msgid "Assets" -msgstr "Immobilisations" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:14 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 -msgid "Liabilities" -msgstr "Passifs" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:15 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:87 -msgid "Equity" -msgstr "Capitaux propres" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 -msgid "Profit & Loss:" -msgstr "Compte de résultat :" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 -msgid "Income" -msgstr "Revenus" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:20 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:95 -msgid "Expense" -msgstr "Dépenses" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:22 -msgid "" -"When browsing your chart of accounts, you can filter the accounts by number," -" in the left column, and also group them by :guilabel:`Account Type`." -msgstr "" -"Lorsque vous parcourez votre plan comptable, vous pouvez filtrer les comptes" -" par numéros, dans la colonne de gauche, et les regrouper par " -":guilabel:`Type de compte`." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Group the accounts by type in Odoo Accounting" msgstr "Regroupez les comptes par type dans Odoo Comptabilité" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:30 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 msgid "Configuration of an account" msgstr "Configuration d'un compte" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:32 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 msgid "" -"The country you select at the creation of your database (or additional " -"company on your database) determines which **fiscal localization package** " -"is installed by default. This package includes a standard chart of accounts " -"already configured according to the country's regulations. You can use it " -"directly or set it according to your company's needs." +"The country you select during the creation of your database (or additional " +"company in your database) determines which :doc:`fiscal localization package" +" <../../fiscal_localizations>` is installed by default. This package " +"includes a standard chart of accounts already configured according to the " +"country's regulations. You can use it directly or set it according to your " +"company's needs." msgstr "" -"Le pays que vous sélectionnez lors de la création de votre base de données " -"(ou d'une société supplémentaire sur votre base de données) détermine le " -"**package de localisation fiscale** qui est installé par défaut. Ce package " -"comprend le plan comptable standard déjà configuré selon les prescriptions " -"du pays. Vous pouvez l'utiliser directement ou le configurer selon les " -"besoins de votre entreprise." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:38 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:24 +msgid "" +"To create a new account, go to " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`, click " +":guilabel:`Create`, and fill in (at the minimum) the required fields " +"(:guilabel:`Code, Account Name, Type`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:29 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." @@ -6938,28 +7375,17 @@ msgstr "" "Il n'est pas possible de modifier la **localisation fiscale** d'une " "entreprise une fois qu'une pièce comptable a été comptabilisée." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 -msgid "" -"To create a new account, go to :menuselection:`Accounting --> Configuration " -"--> Chart of Accounts`, click on :guilabel:`Create`, and fill out the form." -msgstr "" -"Pour créer un nouveau compte, allez à :menuselection:`Comptabilité --> " -"Configuration --> Plan comptable`, cliquez sur :guilabel:`Créer`, et " -"complétez le formulaire." - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "Code and name" msgstr "Code et nom" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 msgid "" -"Each account is identified by its **code** and **name**, which also " -"indicates the account's purpose." +"Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " +"which also indicate the account's purpose." msgstr "" -"Chaque compte est identifié par son **code** et son **nom**, qui indiquent " -"aussi l'objectif de ce compte." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" @@ -6967,63 +7393,65 @@ msgstr "" "Il est très important de correctement configurer le **type de compte** car " "il sert à plusieurs fins :" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 msgid "Information on the account's purpose and behavior" msgstr "Information sur l'objectif et le comportement du compte" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:57 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:46 msgid "Generate country-specific legal and financial reports" msgstr "" "Générer des rapports juridiques et financiers spécifiques à chaque pays" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "Set the rules to close a fiscal year" msgstr "Définir les règles pour clôturer un exercice" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:59 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 msgid "Generate opening entries" msgstr "Générer des écritures d'ouverture" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:61 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " -"selector and select the right type among the following list:" +"selector and select the corresponding type from the following list:" msgstr "" -"Pour configurer un type de compte, ouvrez le sélecteur déroulant du champ " -":guilabel:`Type` et sélectionnez le bon type parmi la liste suivante :" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Report" msgstr "Rapport" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Category" msgstr "Catégorie" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Account Types" msgstr "Types de compte" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 #: ../../content/applications/finance/fiscal_localizations/spain.rst:27 msgid "Balance Sheet" msgstr "Bilan" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +msgid "Assets" +msgstr "Immobilisations" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Recevable" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:69 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Banque et liquidités" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:71 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -7031,166 +7459,164 @@ msgstr "Banque et liquidités" msgid "Current Assets" msgstr "Actif circulant" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:73 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Actif immobilisé" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:75 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 msgid "Prepayments" msgstr "Prépaiements" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:77 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 msgid "Fixed Assets" msgstr "Immobilisations corporelles" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +msgid "Liabilities" +msgstr "Passifs" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Payable" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:81 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Credit Card" msgstr "Carte de crédit " -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:83 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Dettes à court terme" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:85 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Passif immobilisé" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:89 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +msgid "Equity" +msgstr "Capitaux propres" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Bénéfices de l'année en cours" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Pertes et Profits" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:93 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +msgid "Income" +msgstr "Revenus" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 msgid "Other Income" msgstr "Autres revenus" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:97 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +msgid "Expense" +msgstr "Dépenses" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Depreciation" msgstr "Amortissement" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:99 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Cost of Revenue" msgstr "Coût des ventes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Other" msgstr "Autre" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Off-Balance Sheet" msgstr "Hors bilan" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Assets, deferred expenses, and deferred revenues automation" msgstr "" "Automatisation des actifs, des charges reportées et des revenus reportés" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "" -"Some **account types** display a new field **to automate** the creation of " -":ref:`assets ` entries, :ref:`deferred expenses " -"` entries, and :ref:`deferred revenues " -"` entries." +"Some **account types** can **automate** the creation of :ref:`assets " +"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`Setup` on an" +" account line and go to the :guilabel:`Automation` tab." msgstr "" -"Certains **types de comptes** affiche un nouveau champ **pour automatiser** " -"la création d'écritures :ref:`assets ` entries, " -":ref:`deferred expenses `, et :ref:`deferred " -"revenues `." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 -msgid "You have three choices for the :guilabel:`Automation` field:" -msgstr "Vous avez trois choix pour le champ :guilabel:`Automation` :" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +msgid "You have three choices for the :guilabel:`Automation` tab:" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`No`: il s'agit de la valeur par défaut. Rien ne se passe." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " -"account, a draft entry is created, but not validated. You must first fill " -"out the corresponding form." +"account, a draft entry is created but not validated. You must first fill out" +" the corresponding form." msgstr "" -":guilabel:`Create in draft`: chaque fois qu'une transaction est enregistrée " -"sur le compte, une écriture de brouillon est créée, mais non validée. Vous " -"devez d'abord remplir le formulaire correspondant." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid "" -":guilabel:`Create and validate`: you must also select a **model**. Whenever " -"a transaction is posted on the account, an entry is created and immediately " -"validated." +":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " +"Expense Model`. Whenever a transaction is posted on the account, an entry is" +" created and immediately validated." msgstr "" -":guilabel:`Créer et valider`: vous devez aussi sélectionner un **modèle**. " -"Chaque fois qu'une transaction est enregistrée sur le compte, une écriture " -"est créée et immédiatement validée." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:110 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "Taxes par défaut" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:122 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 msgid "" -"Select a **default tax** that will be applied when this account is chosen " -"for a product sale or purchase." +"In the :guilabel:`Setup` menu of an account, select a **default tax** to be " +"applied when this account is chosen for a product sale or purchase." msgstr "" -"Sélectionnez une **taxe par défaut** qui sera appliquée lorsque ce compte " -"est choisi pour la vente ou l'achat d'un produit." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 msgid "Tags" msgstr "Étiquettes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." -" By default, you can choose among the tags that are used by the *Cash Flow " -"Statement*." +" To add a tag, under :guilabel:`Setup`, click the :guilabel:`Tags` field and" +" select an existing tag or :guilabel:`Create` a new one." msgstr "" -"Certains rapports comptables nécessitent que des **balises** soient définies" -" sur les comptes concernés. Par défaut, vous pouvez choisir parmi les " -"balises utilisées par le *Cash Flow Statement*." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:123 msgid "Account groups" msgstr "Groupes de comptes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " "Balance**. By default, groups are handled automatically based on the code of" " the group. For example, a new account `131200` is going to be part of the " -"group `131000`." +"group `131000`. You can attribute a specific group to an account in the " +":guilabel:`Group` field under :guilabel:`Setup`." msgstr "" -"Les **groupes de comptes** sont utiles pour répertorier plusieurs comptes " -"comme *sous-comptes* d'un plus grand compte et ainsi consolider des rapports" -" tels que la **Balance de vérification**. Par défaut, les groupes sont gérés" -" automatiquement en fonction du code du groupe. Par exemple, un nouveau " -"compte `131200` va faire partie du groupe `131000`." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 msgid "Create account groups manually" msgstr "Créer manuellement des groupes de comptes" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:143 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -7199,46 +7625,36 @@ msgstr "" "groupes de comptes. La section suivante est uniquement destinée aux cas " "d'utilisation rares et avancés." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" -"To create a new account group, :ref:`developer mode ` and " -"head to :menuselection:`Accounting app --> Configuration --> Account " +"To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting app-->Configuration-->Account " "Groups`. Here, create a new group and enter the :guilabel:`name, code " "prefix, and company` to which that group account should be available. Note " "that you must enter the same code prefix in both :guilabel:`From` and " ":guilabel:`to` fields." msgstr "" -"Pour créer un nouveau groupe de comptes, activez le :ref:`mode développeur `" -" et allez dans :menuselection:`Application Comptabilité --> Configuration " -"--> Groupes de comptes`. Ici, créez un nouveau groupe et entrez le " -":guilabel:`nom, code préfixe et société` auquel ce compte de groupe doit " -"être disponible. Notez que vous devez entrer le même préfixe de code dans " -"les champs :guilabel:`De` et :guilabel:`à`." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Account groups creation." msgstr "Création de groupes de comptes." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 msgid "" "To display your **Trial Balance** report with your account groups, go to " -":menuselection:`Accounting app-->Reporting-->Trial Balance`, then open the " +":menuselection:`Accounting-->Reporting-->Trial Balance`, then open the " ":guilabel:`Options` menu and select :guilabel:`Hierarchy and Subtotals`." msgstr "" -"Pour afficher votre rapport **Balance générale** avec vos groupes de " -"comptes, allez à l'application :menuselection:`Comptabilité --> Analyse --> " -"Balance générale`, puis ouvrez le menu :guilabel:`Options` et sélectionnez " -":guilabel:`Hiérarchie et Sous-totaux`." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "Groupes de compte dans la balance générale dans Odoo Comptabilité" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:154 msgid "Allow reconciliation" msgstr "Autoriser le lettrage" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:167 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." @@ -7247,7 +7663,7 @@ msgstr "" "transactions d'un mode de paiement, peuvent être utilisés pour le lettrage " "des pièces comptables." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -7259,58 +7675,52 @@ msgstr "" "compte utilisé pour enregistrer les paiements par carte de crédit doit être " "configuré de manière à **autoriser le lettrage**." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:163 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " -"settings, and save." +"settings, and :guilabel:`Save`; or enable the button from the chart of " +"accounts view." msgstr "" -"Pour ce faire, cochez la case :guilabel:`Autoriser le lettrage` dans les " -"paramètres de comptabilité et sauvegardez." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 +msgid "Allow reconciliation for accounts in Odoo Accounting" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 msgid "Deprecated" msgstr "Obsolète" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 msgid "" "It is not possible to delete an account once a transaction has been recorded" -" on it. You can make them unusable by using the **Deprecated** feature." +" on it. You can make them unusable by using the **Deprecated** feature: " +"check the :guilabel:`Deprecated` box in the account's settings, and " +":guilabel:`Save`." msgstr "" -"Il n'est pas possible de supprimer un compte une fois qu'une transaction y a" -" été enregistrée. Vous pouvez les rendre inutilisables en utilisant la " -"fonction **Obsolète**." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 -msgid "" -"To do so, check the :guilabel:`Deprecated` box in the account's settings, " -"and save." -msgstr "" -"Pour ce faire, cochez la case :guilabel:`Obsolète` dans les paramètres du " -"compte et sauvegardez." - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 msgid ":doc:`cheat_sheet`" msgstr ":doc:`cheat_sheet`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`../vendor_bills/assets`" msgstr ":doc:`../vendor_bills/assets`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:187 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr ":doc:`../vendor_bills/deferred_expenses`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:188 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr ":doc:`../customer_invoices/deferred_revenues`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:189 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" msgstr ":doc:`../../fiscal_localizations`" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:190 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid "" "`Odoo Tutorials: Chart of accounts `_" @@ -7318,7 +7728,7 @@ msgstr "" "`Tutoriels Odoo : Plan comptable `_" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:191 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -10043,7 +10453,6 @@ msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" msgstr ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" #: ../../content/applications/finance/accounting/payments/multiple.rst:10 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:403 msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" msgstr ":doc:`/applications/finance/accounting/bank/reconciliation`" @@ -13028,13 +13437,9 @@ msgstr "Clé API Odoo" msgid "" "You can create Odoo external API keys either :ref:`for a single database " "` (hosting: Odoo Online, On-premise, and Odoo.sh) or" -" :ref:`for multiple databases managed by a user ` " -"(hosting: Odoo Online)." +" :ref:`for all databases managed by a single user ` (hosting: Odoo Online)." msgstr "" -"Vous pouvez créer les clés API externes Odoo soit :ref:`pour une seule base " -"de données ` (hébergement : Odoo Online, On-premise " -"et Odoo.sh), soit :ref:`pour plusieurs bases de données gérées par un " -"utilisateur ` (hébergement : Odoo Online)." #: ../../content/applications/finance/accounting/reporting/silverfin.rst:30 msgid "" @@ -13046,11 +13451,9 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:31 msgid "" -"You can copy the API key only at its creation, and you cannot retrieve it " -"later." +"You can copy the API key only at its creation. It is not possible to " +"retrieve it later." msgstr "" -"Vous pouvez copier la clé uniquement à sa création et vous ne pouvez pas la " -"récupérer ultérieurement." #: ../../content/applications/finance/accounting/reporting/silverfin.rst:32 msgid "If you need it again, create a new API key (and delete the old one)." @@ -13063,21 +13466,18 @@ msgid ":doc:`/developer/reference/external_api`" msgstr ":doc:`/developer/reference/external_api`" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:40 -msgid "One key per database" -msgstr "Une clé par base de données" +msgid "Per database" +msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:42 msgid "" -"To create a new API key valid for a single database, click on the user menu," -" then on :guilabel:`My Profile`. Under the :guilabel:`Account Security` tab," -" click on :guilabel:`New API key`, confirm your password, give a descriptive" -" name to your new key, and copy the new API key." +"To add an API key to a **single** database, connect to the database, enable " +"the :ref:`developer mode `, click on the user menu, and then" +" :guilabel:`My Profile` / :guilabel:`Preferences`. Under the " +":guilabel:`Account Security` tab, click on :guilabel:`New API Key`, confirm " +"your password, give a descriptive name to your new key, and copy the API " +"key." msgstr "" -"Pour créer une nouvelle clé API valable pour une seule base de données, " -"cliquez sur le menu utilisateur et sur :guilabel:`Mon profil`. Sous l'onglet" -" :guilabel:`Sécurité du compte`, cliquez sur :guilabel:`Nouvelle clé API`, " -"confirmez votre mot de passe, donnez une description à votre nouvelle clé et" -" copiez la nouvelle clé API." #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 msgid "creation of an Odoo external API key for a database" @@ -13088,26 +13488,25 @@ msgid ":ref:`api/external_api/keys`" msgstr ":ref:`api/external_api/keys`" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:56 -msgid "One key for multiple databases (fiduciaries)" -msgstr "Une clé pour de multiples bases de données (fiduciaires)" +msgid "For all databases (fiduciaries)" +msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:58 msgid "" -"To create a new API key valid for all the databases of a single user **(the " -"easiest for fiduciaries)**, navigate to `Odoo's website " +"To add an API key to **all** databases managed by a single user at the same " +"time **(the easiest method for fiduciaries)**, navigate to `Odoo's website " "`_ and sign in with your administrator account. Next," " open `your account security settings in developer mode " "`_, click on :guilabel:`New API " "Key`, confirm your password, give a descriptive name to your new key, and " "copy the new API key." msgstr "" -"Pour créer une nouvelle clé API valable pour toutes les bases de données " -"d'un seul utilisateur **(le plus simple pour les fiduciaires)**, allez au " -"`site web d'Odoo `_ et connectez-vous avec votre " -"compte administrateur. Ensuite, ouvrez `les paramètres de sécurité de votre " -"compte en mode développeur `_, " -"cliquez sur :guilabel:`Nouvelle clé API`, confirmez votre mot de passe et " -"donnez une description à votre nouvelle clé et copiez la nouvelle clé API." + +#: ../../content/applications/finance/accounting/reporting/silverfin.rst:65 +msgid "" +"Open the `database manager `_ to view all" +" databases that will be linked to the single API key." +msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 msgid "creation of an Odoo external API key for an Odoo user" @@ -13354,7 +13753,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:109 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:114 #: ../../content/applications/finance/accounting/taxes/retention.rst:70 msgid ":doc:`../taxes`" msgstr ":doc:`../taxes`" @@ -14430,7 +14829,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 #: ../../content/applications/finance/fiscal_localizations/chile.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:25 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 #: ../../content/applications/finance/fiscal_localizations/peru.rst:6 msgid "Introduction" msgstr "Introduction" @@ -15187,114 +15586,98 @@ msgstr "Positions fiscales (cartographie fiscale et comptable)" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:5 msgid "" "Default taxes and accounts are set on products and customers to create new " -"transactions on the fly. However, you might have to use different taxes and " -"record the transactions on different accounts, according to your customers' " -"and providers' localizations and business types." +"transactions on the fly. However, depending on the customers' and providers'" +" localization and business type, using different taxes and accounts for a " +"transaction might be necessary." msgstr "" -"Des taxes et des comptes par défaut sont définis sur les produits et les " -"clients pour créer de nouvelles transactions à la volée. Cependant, vous " -"devrez peut-être utiliser différentes taxes et enregistrer les transactions " -"sur différents comptes, selon les localisations et les types d'activité de " -"vos clients et fournisseurs." +"Les taxes et les comptes par défaut sont définis sur les produits et les " +"clients afin de créer de nouvelles transactions à la volée. Cependant, en " +"fonction de la localisation et du type d'activité des clients et des " +"fournisseurs, il peut être nécessaire d'utiliser des taxes et des comptes " +"différents pour une transaction." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:9 msgid "" -"**Fiscal Positions** allow you to create *sets of rules* to automatically " -"adapt the taxes and the accounts used for a transaction." +"**Fiscal positions** allow the creation of rules to adapt the taxes and " +"accounts used for a transaction automatically." msgstr "" -"Les **Positions fiscales** vous permettent de créer des *ensembles de " -"règles* pour adapter automatiquement les taxes et les comptes utilisés pour " -"une transaction." +"Les **positions fiscales** permettent de créer de règles pour " +"automatiquement adapter les taxes et les comptes utilisés pour une " +"transaction." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:12 msgid "" -"Example: Belgian to Intra-Community tax mapping with Fiscal Positions in " -"Odoo Accounting" +"They can be applied :ref:`automatically `, " +":ref:`manually `, or :ref:`assigned to a partner " +"`." msgstr "" -"Exemple : Mappage des taxes belges en taxes intracommunautaires avec les " -"positions fiscales dans Odoo Comptabilité" +"Elles peuvent être appliquées :ref:`automatiquement " +"`, :ref:`manuellement " +"`, ou :ref:`assignées à un partenaire " +"`." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:16 -msgid "They can be applied in various ways:" -msgstr "Ils peuvent être appliqués de différentes manières :" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:18 msgid "" -":ref:`automatically applied, based on some rules " -"`" +"Several default fiscal positions are available as part of your :ref:`fiscal " +"localization package `." msgstr "" -":ref:`appliqué automatiquement, sur la base de certaines règles " -"`" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:19 -msgid ":ref:`manually applied on a transaction `" -msgstr "" -":ref:`appliqué manuellement sur une transaction `" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 -msgid "" -":ref:`assigned to a partner, on its contact form " -"`" -msgstr "" -":ref:`attribué à un partenaire, sur son formulaire de contact " -"`" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:23 -msgid "" -"A few Fiscal Positions are already preconfigured on your database, as part " -"of your :ref:`fiscal localization package `." -msgstr "" -"Certaines positions fiscales sont déjà préconfigurées sur votre base de " -"données, dans le cadre de votre :ref:`package de localisation fiscale " +"Plusieurs positions fiscales par défaut sont disponibles dans le cadre de " +"votre :ref:`package de localisation fiscale " "`." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:30 -msgid "Tax and Account Mapping" -msgstr "Cartographie des taxes et des comptes" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:25 +msgid "Tax and account mapping" +msgstr "Correspondances de taxes et de comptes" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:32 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 msgid "" -"To edit or create a Fiscal Position, go to :menuselection:`Accounting --> " -"Configuration --> Fiscal Positions`, and open the entry you want to modify " -"or click on *Create*." +"To edit or create a fiscal position, go to :menuselection:`Accounting --> " +"Configuration --> Fiscal Positions`, and open the entry to modify or click " +"on :guilabel:`New`." msgstr "" -"Pour modifier ou créer une Position fiscale, allez dans " -":menuselection:`Comptabilité --> Configuration --> Positions fiscales`, et " -"ouvrez l'entrée que vous souhaitez modifier ou cliquez sur *Créer*." +"Pour modifier ou créer une position fiscale, allez à " +":menuselection:`Comptabilité --> Configuration --> Positions fiscales` et " +"ouvrez l'écriture à modifier ou cliquez sur :guilabel:`Nouveau`." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:35 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:30 msgid "" "The mapping of taxes and accounts is based on the default taxes and accounts" -" defined in the products' forms." +" defined in the product form." msgstr "" -"Le mappage des taxes et des comptes est basé sur les taxes et les comptes " -"par défaut définis dans les formulaires des produits." +"La correspondance de taxes et de comptes est basée sur les taxes et les " +"comptes par défaut définis sur la fiche du produit." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:38 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:33 msgid "" -"To map to another tax or account, fill out the right column (**Tax to " -"Apply**/**Account to Use Instead**)." +"To map to another tax or account, fill out the right column (:guilabel:`Tax " +"to Apply`/ :guilabel:`Account to Use Instead`)." msgstr "" -"Pour mapper avec une autre taxe ou un autre compte, remplissez la colonne de" -" droite (**Taxe à appliquer**/**Compte à utiliser à la place**)." +"Pour établir une correspondance avec une autre taxe ou compte, complétez la " +"bonne colonne (:guilabel:`Taxe à appliquer`/ :guilabel:`Compte à utiliser à " +"la place`)." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:40 -msgid "" -"To remove a tax, rather than replacing it with another, leave the field " -"**Tax to Apply** empty." -msgstr "" -"Pour supprimer une taxe, plutôt que de la remplacer par une autre, laissez " -"le champ **Taxe à appliquer** vide." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's tax mapping" +msgstr "Exemple de la correspondance de taxe d'une position fiscale" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:41 -msgid "" -"To replace a tax with multiple other taxes, add multiple lines with the same" -" **Tax on Product**." -msgstr "" -"Pour remplacer une taxe par plusieurs autres taxes, ajoutez plusieurs lignes" -" avec la même **Taxe sur le produit**." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's account mapping" +msgstr "Exemple de la correspondance de compte d'une position fiscale" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:44 +msgid "To remove a tax, leave the field :guilabel:`Tax to Apply` empty." +msgstr "" +"Pour supprimer une taxe, laissez le champ :guilabel:`Taxe à appliquer` vide." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:45 +msgid "" +"To replace a tax with several other taxes, add multiple lines using the same" +" :guilabel:`Tax on Product`." +msgstr "" +"Pour remplacer une taxe par plusieurs autres taxes, ajoutez plusieurs lignes" +" avec la même :guilabel:`Taxe sur le produit`." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:49 msgid "" "The mapping only works with *active* taxes. Therefore, make sure they are " "active by going to :menuselection:`Accounting --> Configuration --> Taxes`." @@ -15303,135 +15686,126 @@ msgstr "" "assurez-vous qu'elles soient actives en allant dans " ":menuselection:`Comptabilité --> Configuration --> Taxes`." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:50 -msgid "Automatic application" -msgstr "Application automatique" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:52 -msgid "" -"You can configure your Fiscal Positions to be applied automatically, " -"following a set of conditions." -msgstr "" -"Vous pouvez configurer vos positions fiscales pour qu'elles soient " -"appliquées automatiquement, selon un ensemble de conditions." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:54 -msgid "" -"To do so, open the Fiscal Position you want to modify and click on **Detect " -"Automatically**. You can configure a few conditions:" -msgstr "" -"Pour ce faire, ouvrez la position fiscale que vous souhaitez modifier et " -"cliquez sur **Détecter automatiquement**. Vous pouvez configurer quelques " -"conditions :" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:57 -msgid "" -"**VAT Required**: The VAT number *must* be indicated in the customer's " -"contact form." -msgstr "" -"**TVA Obligatoire** : Le numéro de TVA *doit* être indiqué dans le " -"formulaire de contact du client." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 -msgid "" -"**Country Group** / **Country**: The Fiscal Position is applied to these " -"countries." -msgstr "" -"**Groupe de pays** / **Pays** : la position fiscale est appliquée à ces " -"pays." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 -msgid "Example of settings to apply a Fiscal Position automatically" -msgstr "" -"Exemple des paramètres pour automatiquement appliquer une position fiscale" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:65 -msgid "" -"Taxes on **eCommerce orders** are automatically updated once the visitor has" -" logged in or filled out their billing details." -msgstr "" -"Les taxes sur les **commandes eCommerce** sont automatiquement mises à jour " -"une fois que le visiteur s'est connecté ou a rempli ses informations de " -"facturation." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:69 -msgid "" -"The Fiscal Positions' **sequence** - the order in which they are arranged - " -"defines which Fiscal Position to apply if the conditions are met in multiple" -" Fiscal Positions." -msgstr "" -"La **séquence** des Positions Fiscales - l'ordre dans lequel elles sont " -"disposées - définit la Position Fiscale à appliquer si les conditions sont " -"remplies dans plusieurs Positions Fiscales." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:72 -msgid "" -"For example, if the first Fiscal Position targets *country A*, and the " -"second Fiscal Position targets a *Country Group* that also comprises " -"*country A*, only the first Fiscal Position will be applied to customers " -"from *country A*." -msgstr "" -"Par exemple, si la première position fiscale cible le *pays A* et que la " -"deuxième position fiscale cible un *groupe de pays* qui comprend également " -"le *pays A*, seule la première position fiscale sera appliquée aux clients " -"du *pays A*." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:53 msgid "Application" msgstr "Application" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:84 -msgid "Assign a Fiscal Position to a partner" -msgstr "Assigner une position fiscale à un partenaire" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 +msgid "Automatic application" +msgstr "Application automatique" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:86 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:60 msgid "" -"You can manually define which Fiscal Position must be used by default for a " -"specific partner." +"To automatically apply a fiscal position following a set of conditions, go " +"to :menuselection:`Accounting --> Configuration --> Fiscal Positions`, open " +"the fiscal position to modify, and tick :guilabel:`Detect Automatically`." msgstr "" -"Vous pouvez définir manuellement quelle position fiscale doit être utilisée " -"par défaut pour un partenaire spécifique." +"Pour automatiquement appliquer une position fiscale en fonction d'un " +"ensemble de conditions, allez à :menuselection:`Comptabilité --> " +"Configuration --> Positions fiscales`, ouvrez la position fiscale à modifier" +" et cochez :guilabel:`Détecter automatiquement`." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:88 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:64 +msgid "From there, several conditions can be activated:" +msgstr "De là, vous pouvez activer plusieurs conditions :" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:66 msgid "" -"To do so, open the partner's contact form, go to the **Sales & Purchase** " -"tab, edit the **Fiscal Position** field, and click on *Save*." +":guilabel:`VAT Required`: the customer's VAT number must be present on their" +" contact form." msgstr "" -"Pour cela, ouvrez le formulaire de contact du partenaire, allez dans " -"l'onglet **Ventes & Achats**, modifiez le champ **Position fiscale**, puis " -"cliquez sur *Enregistrer*." +":guilabel:`TVA requise` : le numéro de TVA du client doit figurer sur sa " +"fiche." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:67 +msgid "" +":guilabel:`Country Group` and :guilabel:`Country`: the fiscal position is " +"only applied to the selected country or country group." +msgstr "" +":guilabel:`Groupe de pays` et :guilabel:`Pays` : la position fiscale " +"s'applique uniquement au pays ou au groupe de pays sélectionné." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position automatic application settings" +msgstr "" +"Exemple des paramètres d'application automatique d'une position fiscale" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:75 msgid "" -"Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo " -"Accounting" +"Taxes on **eCommerce orders** are automatically updated once the customer " +"has logged in or filled out their billing details." msgstr "" -"Sélection d'une position fiscale sur une commande client / facture dans Odoo" -" Comptabilité" +"Les taxes sur les **commandes d'eCommerce** sont automatiquement mises à " +"jour une fois que le client s'est connecté ou a complété ses coordonnées de " +"facturation." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:98 -msgid "Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills" -msgstr "" -"Choisissez manuellement les positions fiscales sur les bons de commande et " -"les factures" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:100 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 msgid "" -"To manually select which Fiscal Position to use for a new Sales Order, " -"Invoice, or Bill, go to the **Other Info** tab and select the right **Fiscal" -" Position** *before* adding product lines." +"The fiscal positions' **sequence** defines which fiscal position is applied " +"if all conditions set on multiple fiscal positions are met simultaneously." msgstr "" -"Pour sélectionner manuellement la position fiscale à utiliser pour un " -"nouveau bon de commande ou une facture, accédez à l'onglet **Autres " -"informations** et sélectionnez la bonne **position fiscale** *avant* " -"d'ajouter des lignes de produits." +"La **séquence** des positions fiscales définit la position fiscale à " +"appliquer si toutes les conditions définies pour plusieurs positions " +"fiscales sont remplies simultanément." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:110 -msgid ":doc:`taxcloud` (decommissioning TaxCloud integration in Odoo 17+)" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:82 +msgid "" +"For example, suppose the first fiscal position in a sequence targets " +"*country A* while the second fiscal position targets a *country group* that " +"comprises *country A*. In that case, only the first fiscal position will be " +"applied to customers from *country A*." msgstr "" -":doc:`taxcloud` (déclassement de l'intégration TaxCloud dans Odoo 17+)" +"Par exemple, supposons que la première position fiscale d'une séquence cible" +" le *pays A* alors que la deuxième position fiscale cible un *groupe de " +"pays* qui comprend le *pays A*. Dans ce cas, seule la première position " +"fiscale sera appliquée aux clients du *pays A*." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:111 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:89 +msgid "Manual application" +msgstr "Application manuelle" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:91 +msgid "" +"To manually select a fiscal position, open a sales order, invoice, or bill, " +"go to the :guilabel:`Other Info` tab and select the desired " +":guilabel:`Fiscal Position` before adding product lines." +msgstr "" +"Pour sélectionner manuellement une position fiscale, ouvrez une commande " +"client, une facture client ou une facture fournisseur, allez à l'onglet " +":guilabel:`Autres informations` et sélectionnez la :guilabel:`Position " +"fiscale` souhaitée avant d'ajouter des lignes de produits." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a sales order, invoice, or bill" +msgstr "" +"Sélection d'une position fiscale sur une commande client, une facture client" +" ou une facture fournisseur" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:102 +msgid "Assign to a partner" +msgstr "Assigner à un partenaire" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:104 +msgid "" +"To define which fiscal position must be used by default for a specific " +"partner, go to :menuselection:`Accounting --> Customers --> Customers`, " +"select the partner, open the :guilabel:`Sales & Purchase` tab, and select " +"the :guilabel:`Fiscal Position`." +msgstr "" +"Pour définir la position fiscale à utiliser par défaut pour un partenaire " +"spécifique, allez à :menuselection:`Comptabilité --> Clients --> Clients`, " +"sélectionnez le partenaire, ouvrez l'onglet :guilabel:`Ventes & Achats` et " +"sélectionnez la :guilabel:`Position fiscale`." + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a customer" +msgstr "Sélection d'une position fiscale sur un client" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:115 +msgid ":doc:`taxcloud`" +msgstr ":doc:`taxcloud`" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:116 msgid ":doc:`B2B_B2C`" msgstr ":doc:`B2B_B2C`" @@ -19540,7 +19914,6 @@ msgstr "Wébinaires" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:8 #: ../../content/applications/finance/fiscal_localizations/chile.rst:8 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 msgid "" "Below you can find videos with a general description of the localization, " "and how to configure it." @@ -19559,9 +19932,8 @@ msgstr "" "`VIDEO WEBINAR ECOMMERCE `_." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:23 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "Modules installation" msgstr "Installation des modules" @@ -19574,7 +19946,7 @@ msgstr "" "toutes les fonctionnalités de la localisation argentine :" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:28 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 #: ../../content/applications/finance/fiscal_localizations/france.rst:59 #: ../../content/applications/finance/fiscal_localizations/india.rst:18 @@ -19582,9 +19954,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:36 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:68 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:18 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:16 @@ -19659,7 +20030,7 @@ msgstr "" "des factures électroniques." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:47 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:144 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 #: ../../content/applications/finance/fiscal_localizations/peru.rst:43 msgid "Configure your company" msgstr "Configurez votre société" @@ -22024,7 +22395,7 @@ msgid "Fiscal reports parameters." msgstr "Paramètres des rapports financiers." #: ../../content/applications/finance/fiscal_localizations/chile.rst:134 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:562 #: ../../content/applications/finance/fiscal_localizations/peru.rst:226 msgid "Multicurrency" msgstr "Multi-devise" @@ -23652,32 +24023,26 @@ msgstr "Colombie" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:7 msgid "" -"Odoo's Colombian localization package provides accounting, fiscal and legal " -"features in Colombia such as chart of accounts, taxes and electronic " -"invoicing." +"Odoo's Colombian localization package provides accounting, fiscal, and legal" +" features for databases in Colombia – such as chart of accounts, taxes, and " +"electronic invoicing." msgstr "" -"Le package de localisation colombienne d'Odoo fournit des fonctionnalités " -"comptables, fiscales et légales en Colombie, telles que le plan comptable, " -"les taxes et la facturation électronique." #: ../../content/applications/finance/fiscal_localizations/colombia.rst:10 msgid "" -"In addition, we have a series of videos covering how to start from scratch, " -"configuration, main workflows, and specific use cases." +"In addition, a series of videos on the subject is also available. These " +"videos cover how to start from scratch, set up configurations, complete " +"common workflows, and provide in-depth looks at some specific use cases as " +"well." msgstr "" -"En outre, nous disposons d'une série de vidéos couvrant la façon de " -"commencer à partir de zéro, la configuration, les principaux flux de travail" -" et les cas d'utilisation spécifiques." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:14 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:15 msgid "" -"`Odoo Colombian localization videos " -"`_." +"`Smart Tutorial - Colombian Localization `_." msgstr "" -"`Vidéos sur la localisation colombienne d'Odoo " -"`_." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:25 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:26 msgid "" ":ref:`Install ` the following modules to get all the " "features of the Colombian localization:" @@ -23685,35 +24050,31 @@ msgstr "" ":ref:`Installez ` les modules suivants pour bénéficier de " "toutes les fonctionnalités de la localisation colombienne : " -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 msgid ":guilabel:`Colombia - Accounting`" msgstr ":guilabel:`Colombie - Comptabilité`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 msgid "`l10n_co`" msgstr "`l10n_co`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:38 msgid "" "Default :ref:`fiscal localization package `. " "This module adds the base accounting features for the Colombian " -"localization: chart of accounts, taxes, withholdings, identification " +"localization: chart of accounts, taxes, withholdings, and identification " "document type." msgstr "" -"Le :ref:`package de localisation fiscale ` " -"par défaut. Ce module ajoute les fonctionnalités comptables de base pour la " -"localisation colombienne : plan comptable, taxes, retenues à la source, type" -" de document d'identification." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:40 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 msgid ":guilabel:`Colombian - Accounting Reports`" msgstr ":guilabel:`Colombie - Rapports comptables`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 msgid "`l10n_co_reports`" msgstr "`l10n_co_reports`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 msgid "" "Includes accounting reports for sending certifications to suppliers for " "withholdings applied." @@ -23721,45 +24082,38 @@ msgstr "" "Inclut des rapports comptables permettant d'envoyer des certifications aux " "fournisseurs pour les retenues à la source appliquées." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 msgid ":guilabel:`Electronic invoicing for Colombia with Carvajal`" msgstr ":guilabel:`Facturation électronique pour la Colombie avec Carvajal`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 msgid "`l10n_co_edi`" msgstr "`l10n_co_edi`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:46 msgid "" -"This module includes the features that are required for the integration with" -" Carvajal and generates the electronic invoices and support document related" -" to the vendor bills based on |DIAN| regulations." +"This module includes the features required for integration with Carvajal, " +"and generates the electronic invoices and support documents related to the " +"vendor bills, based on |DIAN| regulations." msgstr "" -"Ce module inclut les fonctionnalités requises pour l'intégration avec " -"Carvajal et génère les factures électroniques et les documents de soutien " -"relatifs aux factures fournisseurs, conformément aux règles du |DIAN|." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:48 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 msgid ":guilabel:`Colombian - Point of Sale`" msgstr ":guilabel:`Colombie - Point de Vente`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 msgid "`l10n_co_pos`" msgstr "`l10n_co_pos`" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 -msgid "Includes Point of Sale Receipt for Colombian Localization." -msgstr "Inclut le reçu du point de vente pour la localisation colombienne." - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:53 -msgid "" -"When a database is created from scratch selecting :guilabel:`Colombia` as " -"the country, Odoo automatically installs the base modules *Colombia - " -"Accounting* and *Colombia - Accounting Reports*." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:51 +msgid "Includes Point of Sale receipts for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:54 +msgid "" +"When `Colombia` is selected for a company's :guilabel:`Fiscal Localization`," +" Odoo automatically installs certain modules." msgstr "" -"Lorsque vous installez une base de données à partir de zéro en sélectionnant" -" :guilabel:`Colombie` comme pays, Odoo installe automatiquement les modules " -"de base *Colombie - Comptabilité* et *Colombie - Rapports comptables*." #: ../../content/applications/finance/fiscal_localizations/colombia.rst:58 msgid "Company configuration" @@ -23768,39 +24122,36 @@ msgstr "Configuration de l'entreprise" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:60 msgid "" "To configure your company information, go to the :menuselection:`Contacts` " -"app and search for your company. Alternatively, activate :ref:`developer " -"mode ` and navigate to :menuselection:`General Setting --> " -"Company --> Update Info --> Contact`. Then, edit the contact form to " -"configure the following information:" +"app, and search for your company." msgstr "" -"Pour configurer les informations de votre société, allez à l'application " -":menuselection:`Contacts` et recherchez votre société. Vous pouvez également" -" activer le :ref:`mode développeur ` et allez aux " -":menuselection:`Paramètres généraux --> Société --> Mettre à jour les " -"informations --> Contact`. Modifiez le formulaire de contact pour configurer" -" les informations suivantes :" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:65 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:63 +msgid "" +"Alternatively, activate :ref:`developer mode ` and navigate " +"to :menuselection:`General Setting --> Company --> Update Info --> Contact`." +" Then, edit the contact form and configure the following information:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 msgid ":guilabel:`Company Name`." msgstr ":guilabel:`Nom de la société`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:66 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:68 msgid "" ":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " -":guilabel:`Zip Code`." +":guilabel:`ZIP` code." msgstr "" -":guilabel:`Adresse` : y compris la :guilabel:`Ville`, le " -":guilabel:`Département` et le :guilabel:`Code postal`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:69 msgid "" -":guilabel:`Tax ID`: When it is a `NIT`, it must have the *verification " -"digit* at the end of the ID followed by a hyphen (`-`)." +":guilabel:`Identification Number`: Select the :guilabel:`Identification " +"Type` (`NIT`, `Cédula de Ciudadanía`, `Registro Civil`, etc.). When the " +":guilabel:`Identification Type` is `NIT`, the :guilabel:`Identification " +"Number` **must** have the *verification digit* at the end of the ID prefixed" +" by a hyphen (`-`)." msgstr "" -":guilabel:`N° TVA` : Lorsqu'il s'agit d'un `NIT`, il doit comporter le " -"*chiffre de vérification* à la fin du numéro suivi d'un trait d'union (`-`)." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:70 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:74 msgid "" "Next, configure the :guilabel:`Fiscal Information` in the :guilabel:`Sales &" " Purchase` tab:" @@ -23808,23 +24159,16 @@ msgstr "" "Ensuite, configurez les :guilabel:`Informations fiscales` dans l'onglet " ":guilabel:`Ventes & Achats` : " -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:72 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:147 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:76 msgid "" ":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " -"responsibility for the company (:guilabel:`O-13` Gran Contribuyente, " -":guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, " -":guilabel:`O-47` Regimen de tributación simple, :guilabel:`R-99-PN` No " -"Aplica)." +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, `R-99-PN` No Aplica)." msgstr "" -":guilabel:`Obligaciones y Responsabilidades` : Sélectionnez la " -"responsabilité fiscale de la société (:guilabel:`O-13` Gran Contribuyente, " -":guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, " -":guilabel:`O-47` Regimen de tributación simple, :guilabel:`R-99-PN` No " -"Aplica)." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:75 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:173 msgid "" ":guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente* this " "option should be selected." @@ -23832,19 +24176,14 @@ msgstr "" ":guilabel:`Gran Contribuyente` : Sélectionnez cette option si la société est" " *Gran Contribuyente*." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:77 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:81 msgid "" -":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company " -"(:guilabel:`IVA`, :guilabel:`INC`, :guilabel:`IVA e INC`, :guilabel:`No " -"Aplica`)" +":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" msgstr "" -":guilabel:`Fiscal Regimen` : Sélectionnez le nom du régime fiscal de la " -"société (:guilabel:`IVA`, :guilabel:`INC`, :guilabel:`IVA e INC`, " -":guilabel:`No Aplica`)" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:177 msgid "" ":guilabel:`Commercial Name`: If the company uses a specific commercial name," " and it needs to be displayed in the invoice." @@ -23852,34 +24191,26 @@ msgstr "" ":guilabel:`Nom commercial` : Si la société utilise un nom commercial " "spécifique et qu'il doit être affiché sur la facture." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:87 msgid "Carjaval credentials configuration" msgstr "Configuration des identifiants Carjaval" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:85 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:89 msgid "" -"Once the modules installed, the user credentials must be configured in order" -" to connect with Carvajal Web Service. Navigate to " +"Once the modules are installed, the user credentials **must** be configured," +" in order to connect with Carvajal Web Service. To do so, navigate to " ":menuselection:`Accounting --> Configuration --> Settings` and scroll to the" " :guilabel:`Colombian Electronic Invoicing` section. Then, fill in the " "required configuration information provided by Carvajal:" msgstr "" -"Une fois les modules installés, les identifiants de l'utilisateur doivent " -"être configurés afin de se connecter au service web Carvajal. Allez à " -":menuselection:`Comptabilité --> Configuration --> Paramètres` et faites " -"défiler jusqu'à la section :guilabel:`Facturation électronique colombienne`." -" Complétez ensuite les informations de configuration requises fournies par " -"Carvajal :" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:90 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 msgid "" -":guilabel:`Username` and :guilabel:`Password`: Correspond to the username " -"and password provided by Carvajal to the company." +":guilabel:`Username` and :guilabel:`Password`: Username and password " +"(provided by Carvajal) to the company." msgstr "" -":guilabel:`Nom d'utilisateur` et :guilabel:`Mot de passe` : Correspond au " -"nom d'utilisateur et au mot de passe fournis par Carvajal à la société." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:92 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:96 msgid "" ":guilabel:`Company Registry`: Company's NIT number *without* the " "verification code." @@ -23887,49 +24218,45 @@ msgstr "" ":guilabel:`Registre national des sociétés` : Numéro NIT de la société *sans*" " le code de vérification." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:93 -msgid ":guilabel:`Account ID`: Company ID followed by `_01`." -msgstr ":guilabel:`ID compte` : ID de la société suivi de `_01`." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:97 +msgid ":guilabel:`Account ID`: Company's NIT number followed by `_01`." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:98 msgid "" ":guilabel:`Colombia Template Code`: Select one of the two available " -"templates (:guilabel:`CGEN03` or :guilabel:`CGNE04`) to be used in the PDF " -"format of the electronic invoice." +"templates (`CGEN03` or `CGNE04`) to be used in the PDF format of the " +"electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +msgid "" +"Enable the :guilabel:`Test mode` checkbox to connect with the Carvajal " +"testing environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:103 +msgid "" +"Once Odoo and Carvajal are fully configured and ready for production, " +"deactivate the :guilabel:`Test mode` checkbox to use the production " +"database." msgstr "" -":guilabel:`Code du modèle colombien` : Sélectionnez l'un des deux modèles " -"disponibles (:guilabel:`CGEN03` ou :guilabel:`CGNE04`) à utiliser dans le " -"format PDF de la facture électronique." #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "Configure credentials for Carvajal web service in Odoo." msgstr "Configurez les identifiants pour le service web Carvajal dans Odoo." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:111 msgid "" -"Check the :guilabel:`Test mode` checkbox to connect with the Carvajal " -"testing environment. Once Odoo and Carvajal are fully configured and ready " -"for production, uncheck the :guilabel:`Test mode` checkbox to use the " -"production database." -msgstr "" -"Cochez la case :guilabel:`Mode test` pour vous connecter à l'environnement " -"de test de Carvajal. Une fois qu'Odoo et Carvajal sont entièrement " -"configurés et prêts pour la production, décochez la case :guilabel:`Mode " -"test` pour utiliser la base de données de production." - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:106 -msgid "" -":guilabel:`Test mode` must be used **only** on replicated databases, **not**" +":guilabel:`Test mode` must **only** be used on duplicated databases, **not**" " the production environment." msgstr "" -"Le :guilabel:`Mode test` ne doit être utilisé **que** sur les bases de " -"données répliquées, et **non** sur l'environnement de production." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 msgid "Report data configuration" msgstr "Configuration des données du rapport" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:117 msgid "" "Report data can be defined for the fiscal section and bank information of " "the PDF as part of the configurable information sent in the XML." @@ -23938,145 +24265,188 @@ msgstr "" "informations bancaires dans le PDF dans le cadre des informations " "configurables qui sont envoyées dans les XML." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:120 msgid "" -"Navigate to :menuselection:`Accounting --> Configuration --> Settings` and " -"scroll to the :guilabel:`Colombian Electronic Invoicing` section." +"Navigate to :menuselection:`Accounting --> Configuration --> Settings`, and " +"scroll to the :guilabel:`Colombian Electronic Invoicing` section, in order " +"to find the :guilabel:`Report Configuration` fields. Here the header " +"information for each report type can be configured." msgstr "" -"Allez à :menuselection:`Comptabilité --> Configuration --> Paramètres` et " -"faites défiles jusqu'à la section :guilabel:`Facturation électronique " -"colombienne`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:121 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +msgid ":guilabel:`Gran Contribuyente`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:125 +msgid ":guilabel:`Tipo de Régimen`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:126 +msgid ":guilabel:`Retenedores de IVA`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:127 +msgid ":guilabel:`Autorretenedores`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:128 +msgid ":guilabel:`Resolución Aplicable`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:129 +msgid ":guilabel:`Actividad Económica`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:130 +msgid ":guilabel:`Bank Information`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:135 msgid "Master data configuration" msgstr "Configuration des données de base" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:127 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:140 +msgid "" +"Partner contacts can be created in the *Contacts* app. To do so, navigate to" +" :menuselection:`Contacts`, and click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:143 +msgid "" +"Then, name the contact, and using the radio buttons, select the contact " +"type, either :guilabel:`Individual` or :guilabel:`Company`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:146 +msgid "" +"Complete the full :guilabel:`Address`, including the :guilabel:`City`, " +":guilabel:`State`, and :guilabel:`ZIP` code. Then, complete the " +"identification and fiscal information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 msgid "Identification information" msgstr "Informations d'identification" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:129 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 msgid "" -"Document types defined by the |DIAN| are available on the partner form as " -"part of the Colombian localization. Colombian partners must have their " -":guilabel:`Identification Number` (VAT) and :guilabel:`Document Type` set." +"Identification types, defined by the |DIAN|, are available on the partner " +"form, as part of the Colombian localization. Colombian partners **must** " +"have their :guilabel:`Identification Number` (VAT) and :guilabel:`Document " +"Type` set." msgstr "" -"Les types de document définis par la |DIAN| sont disponibles sur le " -"formulaire du partenaire dans le cadre de la localisation colombienne. Les " -"partenaires colombiens doivent avoir leur :guilabel:`Numéro " -"d'identification` (TVA) et leur :guilabel:`Type de document` définis." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:157 msgid "" "When the :guilabel:`Document Type` is `NIT`, the :guilabel:`Identification " -"Number` needs to be configured in Odoo, including the *verification digit*; " -"Odoo splits this number when the data to is sent to the third party." +"Number` needs to be configured in Odoo, including the *verification digit at" +" the end of the ID, prefixed by a hyphen (`-`)*." msgstr "" -"Lorsque le :guilabel:`Type de document` est `NIT`, le :guilabel:`Numéro " -"d'identification` doit être configuré dans Odoo, y compris le *chiffre de " -"vérification* ; Odoo divise ce numéro lorsque les données sont envoyées à la" -" tierce partie." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:139 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "Informations fiscales" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:141 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:164 msgid "" -"The partner's responsibility codes (section 53 in the RUT document) are " -"included as part of the electronic invoicing module, as it is required by " -"the |DIAN|." +"The partner's responsibility codes (section 53 in the :abbr:`RUT (Registro " +"único tributario)` document) are included as part of the electronic " +"invoicing module, as it is required by the |DIAN|." msgstr "" -"Les codes de responsabilité du partenaire (section 53 du document RUT) sont " -"inclus dans le module de facturation électronique, étant donné qu'ils font " -"partie des informations requises par la |DIAN|." - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:144 -msgid "" -"The required fields can be found under :menuselection:`Partner --> Sales & " -"Purchase Tab --> Fiscal Information`:" -msgstr "" -"Les champs requis se trouvent dans :menuselection:`Partenaire --> Onglet " -"Ventes & Achats --> Informations fiscales` :" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:158 -#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:771 -msgid "Products" -msgstr "Articles" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:160 -msgid "" -"In addition to adding general information (in the :guilabel:`General " -"Information` tab) on the product form, either the :guilabel:`UNSPSC " -"Category`, :guilabel:`Barcode`, or :guilabel:`Internal Reference` field must" -" also be configured." -msgstr "" -"Outre l'ajout d'informations générales (dans l'onglet " -":guilabel:`Informations générales`) sur le formulaire de produit, le champ " -":guilabel:`Catégorie UNSPSC`, :guilabel:`Code-barres`, ou " -":guilabel:`Référence interne` doit également être configuré." #: ../../content/applications/finance/fiscal_localizations/colombia.rst:167 msgid "" +"The required fields can be found under :menuselection:`Partner --> Sales & " +"Purchase Tab --> Fiscal Information section`:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:170 +msgid "" +":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, or `R-99-PN` No Aplica)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:175 +msgid "" +":guilabel:`Fiscal Regimen`: Select the tribute name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:251 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:700 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:817 +msgid "Products" +msgstr "Articles" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:183 +msgid "" +"To manage products, navigate to :menuselection:`Accounting --> Customers -->" +" Products`, then click on a product." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 +msgid "" +"When adding general information on the product form, it is required that " +"either the :guilabel:`UNSPSC Category` (:guilabel:`Accounting` tab), or " +":guilabel:`Internal Reference` (:guilabel:`General Information` tab) field " +"is configured. Be sure to :guilabel:`Save` the product once configured." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:194 +msgid "" +"To create or modify taxes, go to :menuselection:`Accounting --> " +"Configuration --> Taxes`, and select the related tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:197 +msgid "" "If sales transactions include products with taxes, the :guilabel:`Value " "Type` field in the :guilabel:`Advanced Options` tab needs to be configured " -"per tax. To do so, go to :menuselection:`Accounting --> Configuration --> " -"Taxes`, and select the related tax." +"per tax. Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, " +":guilabel:`Fuente`) are also included. This configuration is used to display" +" taxes correctly in the invoice PDF." msgstr "" -"Si les transactions de vente incluent des produits avec des taxes, le champ " -":guilabel:`Type de valeur` dans l'onglet :guilabel:`Options avancées` doit " -"être configuré par taxe. Pour ce faire, allez à :menuselection:`Comptabilité" -" --> Configuration --> Taxes`, et sélectionnez la taxe en question." - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:171 -msgid "" -"Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, :guilabel:`Fuente`) " -"are also included. This configuration is used to display taxes in the " -"invoice PDF correctly." -msgstr "" -"Les types de taxes de retenue (:guilabel:`ICA`, :guilabel:`IVA`, " -":guilabel:`Fuente`) sont également inclus. Cette configuration est utilisée " -"pour afficher les taxes correctement dans le PDF de la facture." #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "The ICA, IVA and Fuente fields in the Advanced Options tab in Odoo." msgstr "" "Les champs ICA, IVA et Fuente dans l'onglet Options avancées dans Odoo." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:209 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:91 msgid "Sales journals" msgstr "Journaux des ventes" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:211 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " "electronic invoice resolution, the sales journals related to the invoice " -"documents must be updated in Odoo. To do so, navigate to " -":menuselection:`Accounting --> Configuration --> Journals`." +"documents **must** be updated in Odoo. To do so, navigate to " +":menuselection:`Accounting --> Configuration --> Journals`, and select an " +"existing sales journal, or create a new one with the :guilabel:`Create` " +"button." msgstr "" -"Une fois que la |DIAN| a attribué la séquence et le préfixe officiels pour " -"la résolution électronique des factures, les journaux de vente liés à vos " -"factures doivent être mis à jour. Pour ce faire, allez à " -":menuselection:`Comptabilité --> Configuration --> Journaux`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 -msgid "Configure the following data in the :guilabel:`Advanced Settings` tab:" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:216 +msgid "" +"On the sales journal form, input the :guilabel:`Journal Name`, " +":guilabel:`Type`, and set a unique :guilabel:`Short Code` in the " +":guilabel:`Journals Entries` tab. Then, configure the following data in the " +":guilabel:`Advanced Settings` tab:" msgstr "" -"Configurez les données suivantes dans l'onglet :guilabel:`Paramètres " -"avancés` :" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:188 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:220 msgid "" ":guilabel:`Electronic invoicing`: Enable :guilabel:`UBL 2.1 (Colombia)`." msgstr "" ":guilabel:`Facturation électronique` : Activez :guilabel:`UBL 2.1 " "(Colombia)`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:221 msgid "" ":guilabel:`Invoicing Resolution`: Resolution number issued by |DIAN| to the " "company." @@ -24084,77 +24454,66 @@ msgstr "" ":guilabel:`Résolution de facturation` : Numéro de résolution délivré par la " "|DIAN| à la société." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:222 msgid ":guilabel:`Resolution Date`: Initial effective date of the resolution." msgstr "" ":guilabel:`Date de résolution` : Date d'entrée en vigueur de la résolution." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:223 msgid "" ":guilabel:`Resolution end date`: End date of the resolution's validity." msgstr "" ":guilabel:`Date de fin de la résolution` : Date de fin de validité de la " "résolution." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:224 msgid "" ":guilabel:`Range of Numbering (minimum)`: First authorized invoice number." msgstr "" ":guilabel:`Plage de numérotation (minimum)` : Premier numéro de facture " "autorisé." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:225 msgid "" ":guilabel:`Range of Numbering (maximum)`: Last authorized invoice number." msgstr "" ":guilabel:`Plage de numérotation (maximum)` : Dernier numéro de facture " "autorisé." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:228 msgid "" -"The sequence and resolution of the journal must match the one configured in " -"Carvajal and the |DIAN|." +"The sequence and resolution of the journal **must** match the one configured" +" in Carvajal and the |DIAN|." msgstr "" -"La séquence et la résolution du journal doivent correspondre à celles " -"configurées dans Carvajal et la |DIAN|." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:200 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:232 msgid "Invoice sequence" msgstr "Séquence des factures" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 msgid "" -"The invoice sequence and prefix must be correctly configured when the first " -"document is created." +"The invoice sequence and prefix **must** be correctly configured when the " +"first document is created." msgstr "" -"La séquence et le préfixe des factures doivent être correctement configurés " -"lors de la création du premier document." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 msgid "" -"Odoo automatically assigns a prefix and sequence to the following documents." +"Odoo automatically assigns a prefix and sequence to the following invoices." msgstr "" -"Odoo attribue automatiquement un préfixe et une séquence aux documents " -"suivants." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:208 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 msgid "Purchase journals" msgstr "Journaux d'achat" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:242 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " -"support document related to vendor bills, the purchase journals related to " -"their supporting documents need to be updated in Odoo. The process is " +"*support document* related to vendor bills, the purchase journals related to" +" their supporting documents need to be updated in Odoo. The process is " "similar to the configuration of the :ref:`sales journals `." msgstr "" -"Une fois que la |DIAN| a attribué la séquence et le préfixe officiels pour " -"le document de soutien relatif aux factures fournisseurs, les journaux de " -"vente relatifs à leurs documents de soutien doivent être mis à jour dans " -"Odoo. Le processus est similaire à la configuration des :ref:`journaux de " -"vente `." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:249 msgid "" "The :doc:`chart of accounts " "` is " @@ -24170,46 +24529,93 @@ msgstr "" " et le compte client par défaut. Le plan comptable pour la Colombie est basé" " sur le PUC (Plan Unico de Cuentas)." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 msgid "Main workflows" msgstr "Principaux flux de travail" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "Facturation électronique" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:262 msgid "" -"The functional workflow taking place before an invoice validation does not " -"alter the main changes introduced with the electronic invoice." +"The following is a breakdown of the main workflow for electronic invoices " +"with the Colombian localization:" msgstr "" -"Le flux de travail fonctionnel qui a lieu avant la validation d'une facture " -"ne modifie pas les principaux changements introduits par la facturation " -"électronique." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:265 +msgid "Sender creates an invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:266 +msgid "Electronic invoice provider generates the legal XML file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:267 +msgid "" +"Electronic invoice provider creates the CUFE (Invoice Electronic Code) with " +"the electronic signature." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:269 +msgid "Electronic invoice provider sends a notification to |DIAN|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:270 +msgid "|DIAN| validates the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:271 +msgid "|DIAN| accepts or rejects the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +msgid "Electronic invoice provider generates the PDF invoice with a QR code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:273 +msgid "Electronic invoice provider sends invoice to the acquirer." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +msgid "" +"Acquirer sends a receipt of acknowledgement, and accepts or rejects the " +"invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:275 +msgid "Sender downloads a :file:`.zip` file with the PDF and XML." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 +msgid "Electronic invoice workflow for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:287 +msgid "" +"The functional workflow taking place before an invoice validation does " +"**not** alter the main changes introduced with the electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:290 msgid "" "Electronic invoices are generated and sent to both the |DIAN| and customer " "through Carvajal's web service integration. These documents can be created " -"from your sales order or manually. Go to :menuselection:`Accounting --> " -"Customers --> Invoices` and configure:" +"from your sales order or manually generated. To create a new invoice, go to " +":menuselection:`Accounting --> Customers --> Invoices`, and select " +":guilabel:`Create`. On the invoice form configure the following fields:" msgstr "" -"Les factures électroniques sont générées et envoyées à la fois à la |DIAN| " -"et au client à travers l'intégration du service web de Carvajal. Ces " -"documents peuvent être créés à partir de votre commande client ou " -"manuellement. Allez à :menuselection:`Comptabilité --> Clients --> Factures`" -" et configurez :" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:244 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:295 msgid ":guilabel:`Customer`: Customer's information." msgstr ":guilabel:`Client` : Informations relatives au client." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:245 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:296 msgid ":guilabel:`Journal`: Journal used for electronic invoices." msgstr "" ":guilabel:`Journal` : Journal utilisé pour les factures électroniques." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:246 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 msgid "" ":guilabel:`Electronic Invoice Type`: Select the type of document. By " "default, :guilabel:`Factura de Venta` is selected." @@ -24217,24 +24623,24 @@ msgstr "" ":guilabel:`Type de facture électronique` : Sélectionnez le type de document." " :guilabel:`Factura de Venta` est sélectionné par défaut." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:248 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 msgid "" ":guilabel:`Invoice Lines`: Specify the products with the correct taxes." msgstr "" ":guilabel:`Lignes de facture` : Précisez les produits avec les bonnes taxes." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:250 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 msgid "When done, click :guilabel:`Confirm`." msgstr "Une fois que vous avez terminé, cliquez sur :guilabel:`Confirmer`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:255 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 #: ../../content/applications/finance/fiscal_localizations/india.rst:117 #: ../../content/applications/finance/fiscal_localizations/india.rst:262 #: ../../content/applications/finance/fiscal_localizations/peru.rst:385 msgid "Invoice validation" msgstr "Validation des factures" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 msgid "" "After the invoice confirmation, an XML file is created and sent " "automatically to Carvajal. The invoice is then processed asynchronously by " @@ -24250,33 +24656,26 @@ msgstr "" msgid "Carvajal XML invoice file in Odoo chatter." msgstr "Fichier de facture XML Carvajal dans le chatter d'Odoo." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:264 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:316 msgid "" "The :guilabel:`Electronic Invoice Name` field is now displayed in the " -":guilabel:`EDI Documents` tab with the name of the XML file. Additionally, " +":guilabel:`EDI Documents` tab, with the name of the XML file. Additionally, " "the :guilabel:`Electronic Invoice Status` field is displayed with the " "initial value :guilabel:`To Send`. To process the invoice manually, click on" " the :guilabel:`Process Now` button." msgstr "" -"Le champ :guilabel:`Nom de la facture électronique` s'affiche désormais dans" -" l'onglet :guilabel:`Documents EDI` avec le nom du fichier XML. De plus, le " -"champ :guilabel:`Statut de la facture électronique` s'affiche avec la valeur" -" initiale :guilabel:`À envoyer`. Pour traiter la facture manuellement, " -"cliquez sur le bouton :guilabel:`Traiter maintenant`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:324 msgid "Reception of legal XML and PDF" msgstr "Reception of legal XML and PDF" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:326 msgid "" -"The electronic invoice vendor (Carvajal) receives the XML file and proceeds " -"to validate its structure and information." +"The electronic invoice vendor (Carvajal) receives the XML file, and proceeds" +" to validate its structure and information." msgstr "" -"Le fournisseur de facturation électronique (Carvajal) reçoit le fichier XML " -"et valide sa structure et ses informations." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:277 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:329 msgid "" "After validating the electronic invoice, proceed to generate a legal XML " "which includes a digital signature and a unique code (CUFE), a PDF invoice " @@ -24290,53 +24689,47 @@ msgstr "" "la valeur du champ :guilabel:`Facturation électronique` passé à " ":guilabel:`Envoyé`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:282 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:334 msgid "" -"A ZIP containing the legal electronic invoice in XML format and the invoice " -"in PDF format is downloaded and displayed in the invoice chatter:" +"A :file:`.zip` containing the legal electronic invoice (in XML format) and " +"the invoice in (PDF format) is downloaded and displayed in the invoice " +"chatter:" msgstr "" -"Un ZIP contenant la facture électronique légale au format XML et la facture " -"au format PDF est téléchargé et affiché dans le chatter de la facture :" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "ZIP file displayed in the invoice chatter in Odoo." msgstr "Le fichier ZIP affiché dans le chatter de la facture dans Odoo." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:288 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 msgid "The electronic invoice status changes to :guilabel:`Accepted`." msgstr "Le statut de la facture électronique passé à :guilabel:`Accepté`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:291 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:335 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "Avoirs" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:346 msgid "" "The process for credit notes is the same as for invoices. To create a credit" " note with reference to an invoice, go to :menuselection:`Accounting --> " -"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note` " +"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note`, " "and complete the following information:" msgstr "" -"Le processus pour les avoirs est identique à celui pour les factures. Pour " -"créer un avoir faisant référence à une facture, allez à " -":menuselection:`Comptabilité --> Clients --> Factures`. Sur la facture, " -"cliquez sur :guilabel:`Ajouter un avoir` et saisissez les informations " -"suivantes :" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 msgid ":guilabel:`Credit Method`: Select the type of credit method." msgstr "" ":guilabel:`Méthode de crédit` : Sélectionnez le type de méthode de crédit." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 msgid "" ":guilabel:`Partial Refund`: Use this option when it is a partial amount." msgstr "" ":guilabel:`Remboursement partiel` : Utilisez cette option lorsqu'il s'agit " "d'un montant partiel." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:300 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:353 msgid "" ":guilabel:`Full Refund`: Use this option if the credit note is for the full " "amount." @@ -24344,7 +24737,7 @@ msgstr "" ":guilabel:`Remboursement intégral` : Utilisez cette option si l'avoir " "concerne le montant intégral." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:354 msgid "" ":guilabel:`Full refund and new draft invoice`: Use this option if the credit" " note is auto-validated and reconciled with the invoice. The original " @@ -24354,11 +24747,11 @@ msgstr "" "cette option si l'avoir est validé automatiquement et lettré avec la " "facture. La facture originale est dupliquée comme un nouveau brouillon." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:305 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:358 msgid ":guilabel:`Reason`: Enter the reason for the credit note." msgstr ":guilabel:`Motif` : Saisissez le motif de l'avoir." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:359 msgid "" ":guilabel:`Reversal Date`: Select if you want a specific date for the credit" " note or if it is the journal entry date." @@ -24366,7 +24759,7 @@ msgstr "" ":guilabel:`Date d'extourne` : Sélectionnez si vous souhaitez une date " "spécifique pour l'avoir ou s'il s'agit de la date de la pièce comptable." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:361 msgid "" ":guilabel:`Use Specific Journal`: Select the journal for your credit note or" " leave it empty if you want to use the same journal as the original invoice." @@ -24375,7 +24768,7 @@ msgstr "" "votre avoir ou laissez-le vide si vous voulez utiliser le même journal que " "la facture originale." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:310 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:363 msgid "" ":guilabel:`Refund Date`: If you chose a specific date, select the date for " "the refund." @@ -24383,38 +24776,33 @@ msgstr "" ":guilabel:`Date de remboursement` : Si vous avez choisi une date spécifique," " sélectionnez la date pour le remboursement." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:312 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 msgid "Once reviewed, click the :guilabel:`Reverse` button." msgstr "" "Une fois que vous avez terminé, cliquez sur le bouton :guilabel:`Extourner`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:315 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "Notes de débit" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:317 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 msgid "" "The process for debit notes is similar to credit notes. To create a debit " "note with reference to an invoice, go to :menuselection:`Accounting --> " "Customers --> Invoices`. On the invoice, click the :guilabel:`Add Debit " -"Note` button and complete the following information:" +"Note` button, and enter the following information:" msgstr "" -"Le processus pour les notes de débit est similaire aux avoirs. Pour créer " -"une note de débit faisant référence à une facture, allez à " -":menuselection:`Comptabilité --> Clients --> Factures`. Sur la facture, " -"cliquez sur le bouton :guilabel:`Ajouter une note de débit` et saisissez les" -" informations suivantes :" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:321 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:374 msgid ":guilabel:`Reason`: Type the reason for the debit note." msgstr ":guilabel:`Motif` : Saisissez le motif de la note de débit." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:322 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:375 msgid ":guilabel:`Debit note date`: Select the specific options." msgstr "" ":guilabel:`Date de la note de débit` : Sélectionnez les options spécifiques." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:323 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:376 msgid "" ":guilabel:`Copy lines`: Select this option if you need to register a debit " "note with the same lines of invoice." @@ -24422,7 +24810,7 @@ msgstr "" ":guilabel:`Copier les lignes` : Sélectionnez cette option si vous devez " "enregistrer une note de débit avec les mêmes lignes que la facture." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:325 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 msgid "" ":guilabel:`Use Specific Journal`: Select the printer point for your debit " "note, or leave it empty if you want to use the same journal as the original " @@ -24432,28 +24820,24 @@ msgstr "" "d'impression pour votre note de débit ou laissez-e vide si vous voulez " "utiliser le même journal que la facture originale." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:328 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:381 msgid "When done, click :guilabel:`Create Debit Note`." msgstr "" "Une fois que vous avez terminé, cliquez sur :guilabel:`Créer une note de " "débit`." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:331 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:384 msgid "Support document for vendor bills" msgstr "Document d'accompagnement pour les factures fournisseurs" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:333 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:386 msgid "" "With master data, credentials, and the purchase journal configured for " -"support documents related to vendor bills, you can start using support " -"documents." +"support documents related to vendor bills, you can start using *support " +"documents*." msgstr "" -"Une fois les données de base, les identifiants et le journal des achats " -"configurés pour les documents d'accompagnement relatifs aux factures " -"fournisseurs, vous pouvez commencer à utiliser les documents " -"d'accompagnement." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:336 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 msgid "" "Support documents for vendor bills can be created from your purchase order " "or manually. Go to :menuselection:`Accounting --> Vendors --> Bills` and " @@ -24464,15 +24848,15 @@ msgstr "" ":menuselection:`Comptabilité --> Fournisseurs --> Factures fournisseurs` et " "saisissez les données suivantes :" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:339 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:392 msgid ":guilabel:`Vendor`: Enter the vendor's information." msgstr ":guilabel:`Fournisseur` : Saisissez les informations du fournisseur." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:340 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:393 msgid ":guilabel:`Bill Date`: Select the date of the bill." msgstr ":guilabel:`Date de facturation` : Sélectionnez la date de la facture." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:394 msgid "" ":guilabel:`Journal`: Select the journal for support documents related to the" " vendor bills." @@ -24480,13 +24864,13 @@ msgstr "" ":guilabel:`Journal` : Sélectionnez le journal pour les documents " "d'accompagnement relatifs aux factures fournisseurs." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:342 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:395 msgid "" ":guilabel:`Invoiced Lines`: Specify the products with the correct taxes." msgstr "" ":guilabel:`Lignes facturées` : Précisez les produits avec les bonnes taxes." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:397 msgid "" "Once reviewed, click the :guilabel:`Confirm` button. Upon confirmation, an " "XML file is created and automatically sent to Carvajal." @@ -24495,11 +24879,11 @@ msgstr "" " Après confirmation, un fichier XML est créé et envoyé automatiquement à " "Carvajal." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "Erreurs communes" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:405 msgid "" "During the XML validation, the most common errors are related to missing " "master data (*Contact Tax ID*, *Address*, *Products*, *Taxes*). In such " @@ -24511,7 +24895,7 @@ msgstr "" "*Taxes*). Dans ces cas, les messages d'erreur s'affichent dans le chatter " "après avoir mis à jour le statut de la facture électronique." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:356 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:409 msgid "" "After the master data is corrected, it's possible to reprocess the XML with " "the new data and send the updated version, using the :guilabel:`Retry` " @@ -24526,11 +24910,11 @@ msgid "XML validation errors shown in the invoice chatter in Odoo." msgstr "" "Erreurs de validation XML affichées dans le chatter de la facture dans Odoo." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:421 msgid "Certificado de Retención en ICA" msgstr "Certificado de Retención en ICA" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:423 msgid "" "This report is a certification to vendors for withholdings made for the " "Colombian Industry and Commerce (ICA) tax. The report can be found under " @@ -24546,11 +24930,11 @@ msgstr "" msgid "Certificado de Retención en ICA report in Odoo Accounting." msgstr "Rapport Certificado de Retención en ICA dans Odoo Comptabilité." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:432 msgid "Certificado de Retención en IVA" msgstr "Certificado de Retención en IVA" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:380 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:434 msgid "" "This report issues a certificate on the amount withheld from vendors for VAT" " withholding. The report can be found under :menuselection:`Accounting --> " @@ -24564,11 +24948,11 @@ msgstr "" msgid "Certificado de Retención en IVA report in Odoo Accounting." msgstr "Rapport Certificado de Retención en IVA dans Odoo Comptabilité." -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:388 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:443 msgid "Certificado de Retención en la Fuente" msgstr "Certificado de Retención en la Fuente" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:390 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:445 msgid "" "This certificate is issued to partners for the withholding tax that they " "have made. The report can be found under :menuselection:`Accounting --> " @@ -29991,66 +30375,59 @@ msgstr "" msgid "Mexico" msgstr "Mexique" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:22 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 +msgid "" +"A video on the Mexican localization is also available. This video covers how" +" to implement this localization from scratch, including how to set up the " +"configurations, how to complete common workflows, and provides an in-depth " +"look at several specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:24 msgid "" "`Video webinar of a complete demo " "`_." msgstr "" "`Vidéo d'une démo complète `_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:29 msgid "" -"Odoo users in Mexico have access to a set of modules that allow them to sign" -" electronic invoices according to the specifications of the |SAT| for " -"`version 4.0 of the CFDI " -"`_" -" , a legal requirement as of January 1, 2022." +"The Odoo Mexican localization modules allow for the signing of electronic " +"invoices, according to the specifications of the |SAT| for `version 4.0 of " +"the CFDI `_, " +"a legal requirement, as of January 1, 2022. These modules also add relevant " +"accounting reports (such as: the |DIOT|, enables foreign trade, and the " +"creation of delivery guides)." msgstr "" -"Les utilisateurs d'Odoo au Mexique ont accès à un ensemble de modules qui " -"leur permettent de signer des factures électroniques conformément aux " -"spécifications du |SAT| pour la `version 4.0 de la CFDI " -"`_" -" , une exigence légale à partir du 1 janvier 2022." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:32 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 msgid "" -"These modules also add relevant accounting reports (such as the |DIOT|, " -"enable foreign trade, and the creation of delivery guides)." +"In order to electronically sign any documents in Odoo, ensure the *Sign* " +"application is installed." msgstr "" -"Ces modules ajoutent également des rapports comptables pertinents (tels que " -"la |DIOT|, permettent le commerce extérieur et la création des guides de " -"livraison)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:39 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 msgid "Requirements" msgstr "Prérequis" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:41 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:45 msgid "" -"Before making the necessary configurations to have the Mexican localization " -"installed in Odoo, it is necessary to meet the following requirements:" +"It is necessary to meet the following requirements before configuring the " +"Mexican localization modules in Odoo:" msgstr "" -"Avant d'effectuer les configurations nécessaires pour installer la " -"localisation mexicaine dans Odoo, vous devez respecter les exigences " -"suivantes :" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:46 -msgid "" -"Be registered in the |SAT|, with a valid :abbr:`RFC (Registro Federal de " -"Contribuyentes)`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:50 +msgid "Be registered in the |SAT|, with a valid |RFC|." msgstr "" -"Être enregistré auprès de la |SAT|, avec un :abbr:`RFC (Registro Federal de " -"Contribuyentes)` valide." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:47 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:51 msgid "" "Have a `Certificate of Digital Seal `_ (CSD)." +"programas/ certificado-de-sello-digital>`_ (CSD)." msgstr "" -"Avoir un `Certificat de tampon numérique `_ (CSD)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:49 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 msgid "" "Choose a PAC (Proveedor Autorizado de Certificación / Authorized " "Certification Provider). Currently, Odoo works with the following |PAC|\\s: " @@ -30064,79 +30441,68 @@ msgstr "" "Finkok) `_ et `SW Sapien - Smarter Web " "`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "" "Have knowledge and experience with billing, sales, and accounting in Odoo. " -"This documentation contains only the necessary information to use Odoo." +"This documentation **only** contains the necessary information needed to use" +" Odoo." msgstr "" -"Avoir des connaissances et de l'expérience en matière de facturation, de " -"vente et de comptabilité dans Odoo. Cette documentation ne contient que les " -"informations nécessaires pour utiliser Odoo." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:59 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 +msgid "Installing modules" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:63 msgid "" -":ref:`Install ` the following modules to get the main " -"features of the Mexican localization:" +":ref:`Install ` the following modules to get all the " +"features of the Mexican localization. The :doc:`Accounting <../accounting>` " +"and *Contacts* modules are required to be installed for this configuration:" msgstr "" -":ref:`Installez ` les modules suivants pour obtenir toutes " -"les fonctionnalités principales de la localisation mexicaines :" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:69 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:74 msgid ":guilabel:`Mexico - Accounting`" msgstr ":guilabel:`Mexique - Comptabilité`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:70 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 msgid "`l10n_mx`" msgstr "`l10n_mx`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 msgid "" -"The default :doc:`fiscal localization package " -"`, adds accounting " -"characteristics for the Mexican localization, such as the most common taxes " -"and the chart of accounts based on `the SAT account grouping code " +"The default :doc:`fiscal localization package <../fiscal_localizations>`, " +"adds accounting characteristics for the Mexican localization, such as: the " +"most common taxes and the chart of accounts – based on `the SAT account " +"grouping code " "`_." msgstr "" -"Le :doc:`package de localisation fiscale " -"` par défaut ajoute des " -"caractéristiques comptables pour la localisation mexicaine, telles que les " -"taxes les plus courantes et le plan comptable basé sur le `code de " -"regroupement des comptes SAT " -"`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:80 msgid ":guilabel:`EDI for Mexico`" msgstr ":guilabel:`EDI pour la Mexique`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:81 msgid "`l10n_mx_edi`" msgstr "`l10n_mx_edi`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:77 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 msgid "" "Includes all the technical and functional requirements to generate and " "validate :doc:`Electronics Documents " -"`, " -"based on the technical documentation published by the SAT. This allows you " -"to send invoices (with or without addendas) and payment complements to the " +"<../accounting/customer_invoices/electronic_invoicing>` — based on the " +"technical documentation published by the |SAT|. This allows you to send " +"invoices (with or without addedums) and payment complements to the " "government." msgstr "" -"Inclut toutes les exigences techniques et fonctionnelles pour générer et " -"valider les :doc:`Documents électroniques " -"`, " -"conformément à la documentation technique publiée par le SAT. Cela vous " -"permet d'envoyer des factures (avec ou sans addenda) et des compléments de " -"paiement au gouvernement." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:86 msgid ":guilabel:`EDI v4.0 for Mexico`" msgstr ":guilabel:`EDI v4.0 pour le Mexique`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:83 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 msgid "`l10n_mx_edi_40`" msgstr "`l10n_mx_edi_40`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:84 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:88 msgid "" "Necessary to create XML documents with the correct specifications of the " "CFDI 4.0." @@ -30144,105 +30510,82 @@ msgstr "" "Nécessaire pour créer des documents XML avec les spécifications correctes du" " CFDI 4.0." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:89 +msgid ":guilabel:`Odoo Mexican Localization Reports`" +msgstr ":guilabel:`Rapports de la localisation mexicaine d'Odoo`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 +msgid "`l10n_mx_reports`" +msgstr "`l10n_mx_reports`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 msgid "" -"When you install a database from scratch by selecting :guilabel:`Mexico` as " +"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " +"Balance, and |DIOT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:93 +msgid ":guilabel:`Mexico - Localization Reports for Closing`" +msgstr ":guilabel:`Mexique - Rapports de localisation pour la fermeture`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 +msgid "`l10n_mx_reports_closing`" +msgstr "`l10n_mx_reports_closing`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 +msgid "" +"Necessary to create the Closing Entry (Also known as the *month 13th move*)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:96 +msgid ":guilabel:`Odoo Mexican XML Polizas Export`" +msgstr ":guilabel:`Odoo Mexican XML Polizas Export`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:97 +msgid "`l10n_mx_xml_polizas`" +msgstr "`l10n_mx_xml_polizas`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 +msgid "" +"Allows the export of XML files of Journal Entries for a compulsory audit." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 +msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" +msgstr ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 +msgid "`l10n_mx_xml_polizas_edi`" +msgstr "`l10n_mx_xml_polizas_edi`" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 +msgid "Complements the module `l10n_mx_xml_polizas`." +msgstr "Complète le module `l10n_mx_xml_polizas`." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:104 +msgid "" +"When installing a database from scratch and selecting :guilabel:`Mexico` as " "the country, Odoo automatically installs the following modules: " ":guilabel:`Mexico - Accounting`, :guilabel:`EDI for Mexico`, and " ":guilabel:`EDI v4.0 for Mexico`." msgstr "" -"Lorsque vous installez une base de données à partir de zéro en sélectionnant" -" :guilabel:`Mexique` en tant que pays, Odoo installe automatiquement les " -"modules suivantes : :guilabel:`Mexique - Comptabilité`, :guilabel:`EDI pour " -"le Mexique`, et :guilabel:`EDI v4.0 pour le Mexique`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 -msgid "" -"The following modules are needed to add Mexico's Electronic Accounting. They" -" require the :doc:`Accounting ` module to " -"be installed." -msgstr "" -"Les modules suivants sont nécessaires pour ajouter la Facturation " -"électronique mexicaine. Le module :doc:`Comptabilité " -"` doit être installé à cet effet." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 -msgid ":guilabel:`Odoo Mexican Localization Reports`" -msgstr ":guilabel:`Rapports de la localisation mexicaine d'Odoo`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:102 -msgid "`l10n_mx_reports`" -msgstr "`l10n_mx_reports`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:103 -msgid "" -"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " -"Balance, and DIOT." -msgstr "" -"Adapte les rapports pour la Comptabilité électronique mexicaine : plan " -"comptable, balance générale, et DIOT." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:105 -msgid ":guilabel:`Mexico - Localization Reports for Closing`" -msgstr ":guilabel:`Mexique - Rapports de localisation pour la fermeture`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:106 -msgid "`l10n_mx_reports_closing`" -msgstr "`l10n_mx_reports_closing`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:107 -msgid "" -"Necessary to create the Closing Entry (Also known as the month 13th move)." -msgstr "" -"Nécessaire pour créer l'écriture de clôture (également connue sous le nom de" -" mouvement du 13e mois)." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:108 -msgid ":guilabel:`Odoo Mexican XML Polizas Export`" -msgstr ":guilabel:`Odoo Mexican XML Polizas Export`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:109 -msgid "`l10n_mx_xml_polizas`" -msgstr "`l10n_mx_xml_polizas`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:110 -msgid "" -"Lets you export XML files of your Journal Entries for a compulsory audit." -msgstr "" -"Vous permet d'exporter les fichiers XML de vos pièces comptables pour un " -"audit obligatoire." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:111 -msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" -msgstr ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:112 -msgid "`l10n_mx_xml_polizas_edi`" -msgstr "`l10n_mx_xml_polizas_edi`" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:113 -msgid "Complements the module `l10n_mx_xml_polizas`." -msgstr "Complète le module `l10n_mx_xml_polizas`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 msgid "" "The following modules are optional. It's recommended to install them *only* " -"if you meet a specific requirement. Make sure that they are needed for your " +"if meeting a specific requirement. Make sure that they are needed for the " "business." msgstr "" -"Les modules suivants sont optionnels. Il est recommandé de les installer " -"*uniquement* si vous avez un besoin spécifique. Assurez-vous qu'ils sont " -"nécessaires à votre activité." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:118 msgid ":guilabel:`EDI for Mexico (Advanced Features)`" msgstr ":guilabel:`EDI pour le Mexique (fonctionnalités avancées)`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:119 msgid "`l10n_mx_edi_extended`" msgstr "`l10n_mx_edi_extended`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 msgid "" "Adds the external trade complement to invoices: A legal requirement for " "selling products to foreign countries." @@ -30250,57 +30593,54 @@ msgstr "" "Ajoute le complément du commerce extérieur aux factures : une exigence " "technique pour vendre des produits à l'étranger." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 msgid ":guilabel:`EDI v4.0 for Mexico (COMEX)`" msgstr ":guilabel:`EDI v4.0 pour le Mexique (COMEX)`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 msgid "`l10n_mx_edi_extended_40`" msgstr "`l10n_mx_edi_extended_40`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 msgid "Adapts the module `l10n_mx_edi_extended` for CFDI 4.0." msgstr "Adapte le module `l10n_mx_edi_extended` pour CFDI 4.0." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 msgid ":guilabel:`Mexico - Electronic Delivery Guide`" msgstr ":guilabel:`Mexique - Guide de livraison électronique`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 msgid "`l10n_mx_edi_stock`" msgstr "`l10n_mx_edi_stock`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 msgid "" -"Lets you create a \"Carta Porte\": a bill of lading that proves to the " +"Lets you create a *Carta Porte*: A bill of lading that proves to the " "government you are sending goods between A & B with a signed electronic " "document." msgstr "" -"Permet de créer une \"Carta Porte\" : un connaissement qui prouve au " -"gouvernement que vous envoyez des marchandises entre A & B à l'aide d'un " -"document électronique signé." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:136 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 msgid ":guilabel:`Electronic Delivery Guide for Mexico CFDI 4.0`" msgstr ":guilabel:`Guide de livraison électronique pour le Mexique CFDI 4.0`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 msgid "`l10n_mx_edi_stock_40`" msgstr "`l10n_mx_edi_stock_40`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:138 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 msgid "Adapts the module `l10n_mx_edi_stock` for CFDI 4.0" msgstr "Adapte le module `l10n_mx_edi_stock` pour CFDI 4.0" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 msgid ":guilabel:`Odoo Mexico Localization for Stock/Landing`" msgstr ":guilabel:`Localisation mexicaine d'Odoo pour Stock/Logistique`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:140 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 msgid "`l10n_mx_edi_landing`" msgstr "`l10n_mx_edi_landing`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 msgid "" "Allows managing customs numbers related to landed costs in electronic " "documents." @@ -30308,117 +30648,83 @@ msgstr "" "Permet de gérer les numéros de douane liés aux coûts logistiques dans les " "documents électroniques." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 msgid "" -"After installing the correct modules, you must verify that the company is " -"configured with the correct data. To do so, go to :menuselection:`Settings " -"--> General Settings --> Companies` and select :guilabel:`Update Info` under" -" your company name." +"After installing the correct modules, the next step is to verify that your " +"company is configured with the correct data. To do so, go to " +":menuselection:`Settings --> General Settings --> Companies`, and select " +":guilabel:`Update Info` under your company name." msgstr "" -"Après avoir installé les bons modules, vous devez vérifier que la société " -"est configurée avec les bonnes données. Pour ce faire, allez aux " -":menuselection:`Paramètres --> Paramètres généraux --> Sociétés` et " -"sélectionnez :guilabel:`Mettre à jour les informations` sous le nom de votre" -" société." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:150 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:143 msgid "" -"Enter your full :guilabel:`Address` in the resulting form including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +"Enter the full :guilabel:`Address` in the resulting form, including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -"Saisissez votre :guilabel:`Adresse` complète dans le formulaire résultant, y" -" compris le :guilabel:`code postal`, l':guilabel:`État`, le " -":guilabel:`Pays`, et le (numéro de :guilabel:`TVA`)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:153 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 msgid "" -"According to the requirements of the CFDI 4.0, the name of your main contact" -" must coincide to your business name registered in the SAT without the legal" -" entity abbreviation." +"According to the requirements of the CFDI 4.0, the name of the main company " +"contact **must** coincide with your business name registered in the |SAT|, " +"without the legal entity abbreviation." msgstr "" -"Conformément aux exigences du CFDI 4.0, le nom de votre contact principal " -"doit coïncider avec votre raison sociale enregistrée dans le SAT, sans " -"abréviation de l'entité juridique." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Requirements for a correct invoicing." -msgstr "Exigences pour une bonne facture." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:160 -msgid "" -"From a legal point of view, a Mexican company must use the local currency " -"(MXN). Therefore, Odoo does not provide features to manage an alternative " -"configuration. If you want to manage another currency, let MXN be the " -"default currency and use a :doc:`pricelist " -"` instead." +msgid "Main company contact requirements for a correct invoicing." msgstr "" -"D'un point de vue légal, une entreprise mexicaine doit utiliser la devise " -"locale (MXN). Par conséquent, Odoo ne fournit pas les fonctionnalités pour " -"gérer une configuration alternative. Si vous souhaitez gérer une autre " -"devise, laissez le MXN comme la devise par défaut et utilisez une " -":doc:`liste de prix " -"` à la place." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:165 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:154 +msgid "" +"From a legal point of view, a Mexican company **must** use the local " +"currency (MXN). Therefore, Odoo does not provide features to manage an " +"alternative configuration. If you want to manage another currency, let MXN " +"be the default currency and use a :doc:`pricelist " +"<../../sales/sales/products_prices/prices/pricing>`, instead." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:159 msgid "" "Next, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing" -" (MX) --> Fiscal Regime`, and select the regime that applies to your company" -" from the drop-down list." +" (MX) --> Fiscal Regime`, then select the regime that applies to your " +"company from the drop-down list, and click :guilabel:`Save`." msgstr "" -"Allez ensuite aux :menuselection:`Paramètres --> Comptabilité --> " -"Facturation électronique (MX) --> Régime fiscal`, et sélectionnez le régime " -"qui s'applique à votre société dans le menu déroulant." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Fiscal regime configuration." -msgstr "Configuration du régime fiscal." +msgid "Fiscal regime configuration in the Accounting settings." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:168 msgid "" -"If you want to test the Mexican localization, you can configure the company " -"with a real address within Mexico (including all fields), add `EKU9003173C9`" -" as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " +"If you want to test the Mexican localization, the company can be configured " +"with a real address within Mexico (including all fields), and add " +"`EKU9003173C9` as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " ":guilabel:`Company Name`. For the :guilabel:`Fiscal Regime`, use " ":guilabel:`General de Ley Personas Morales`." msgstr "" -"Si vous voulez tester la localisation mexicaine, vous pouvez configurer la " -"société avec une adresse réelle au Mexique (y compris tous les champs), " -"ajoutez `EKU9003173C9` en tant que :guilabel:`TVA` et `ESCUELA KEMPER " -"URGATE` en tant que :guilabel:`Nom de la société`. Pour le :guilabel:`Régime" -" fiscal`, utilisez :guilabel:`General de Ley Personas Morales`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:178 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:623 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:653 msgid "Contacts" msgstr "Contacts" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:180 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:176 msgid "" "To create a contact that can be invoiced, go to :menuselection:`Contacts -->" -" Create`. Then enter the contact's name, full :guilabel:`Address` including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +" Create`. Then, enter the contact name, full :guilabel:`Address` including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -"Pour créer un contact qui peut être facturé, allez aux " -":menuselection:`Contacts --> Créer`. Saisissez le nom du contact, " -"l':guilabel:`Adresse` complète, y compris le :guilabel:`code postal`, " -"l':guilabel:`État`, le :guilabel:`Pays`, et le RFC (numéro de " -":guilabel:`TVA`)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:185 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:181 msgid "" "As with your own company, all of your contacts needs to have their correct " "business name registered in the |SAT|. This also applies to the " -":guilabel:`Fiscal Regime` which needs to be added in the :guilabel:`MX EDI` " -"tab." +":guilabel:`Fiscal Regime`, which needs to be added in the :guilabel:`MX EDI`" +" tab." msgstr "" -"Comme pour votre propre société, tous vos contacts doivent avoir leur raison" -" sociale correcte enregistrée dans le |SAT|. Ceci s'applique également au " -":guilabel:`Régime fiscal` qui doit être ajouté à l'onglet :guilabel:`MX " -"EDI`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:188 msgid "" "Some additional configurations for factor type and tax objects need to be " "added to the sales taxes in order to properly sign invoices." @@ -30427,100 +30733,88 @@ msgstr "" "objets fiscaux doivent être ajoutés aux taxes de vente afin de signer " "correctement les factures." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:196 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 msgid "Factor type" msgstr "Type de facteur" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:198 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:194 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Taxes` then enable " -"the :guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab " -"for all records with the :guilabel:`Tax Type` set as :guilabel:`Sales`." +"The *Factor Type* field is pre-loaded in the default taxes. If new taxes are" +" created, you need to make sure to configure this field. To do so, go to " +":menuselection:`Accounting --> Configuration --> Taxes`, then enable the " +":guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab for " +"all records, with the :guilabel:`Tax Type` set as :guilabel:`Sales`." msgstr "" -"Allez à :menuselection:`Comptabilité --> Configuration --> Taxes`, puis " -"activez le champ :guilabel:`Type de facteur` dans l'onglet " -":guilabel:`Options avancées` pour tous les enregistrements qui ont le " -":guilabel:`Type de taxe` défini sur :guilabel:`Ventes`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:202 -msgid "" -"This is pre-loaded in the default taxes. If new ones are created, you need " -"to make sure to fill this field." -msgstr "" -"Ce champ est préchargé dans les taxes par défaut. Si de nouvelles taxes sont" -" créées, vous devez vous assurer de remplir ce champ." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes configuration." -msgstr "Configuration des taxes." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:209 -msgid "" -"Mexico manages two different kinds of 0% VAT: *0% VAT* and *VAT Exempt*. For" -" the former, select the :guilabel:`Factor Type` :guilabel:`Tasa`. For the " -"latter, use :guilabel:`Exento`." +msgid "Factor Type Sales tax type configuration." msgstr "" -"Le Mexique gère deux types de TVA à 0% : *TVA à 0%* et *Exonération de TVA*." -" Définissez le :guilabel:`Type de facteur` respectivement sur " -":guilabel:`Tasa` et :guilabel:`Exento`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:213 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 +msgid "" +"Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:206 +msgid "*0% VAT* set the :guilabel:`Factor Type` as :guilabel:`Tasa`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 +msgid "*VAT Exempt* set the :guilabel:`Factor Type` as :guilabel:`Exento`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:210 msgid "Tax object" msgstr "Objet fiscal" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:215 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:212 msgid "" -"One requirement of the CFDI 4.0 is that the resulting XML file needs or does" -" not need to break down the taxes of the operation. There are three " -"different possible values that are added depending on specific " -"configurations:" +"One requirement of the CFDI 4.0 is that the resulting XML file needs (or " +"does not need) to break down the taxes of the operation. There are three " +"different possible values that are added in the XML file:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 +msgid "" +"`01`: Not subject to tax - this value is added automatically if your invoice" +" line doesn't contain any taxes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:218 +msgid "" +"`02`: Subject to tax - this is the default configuration of any invoice line" +" that contains taxes." msgstr "" -"L'une des exigences de la CFDI 4.0 est que le fichier XML résultant doit ou " -"non ventiler les taxes de l'opération. Il existe trois valeurs différentes " -"possibles qui sont ajoutées en fonction de configurations spécifiques :" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 -msgid "`01`: Not subject to tax - your invoice must not contain any taxes." -msgstr "" -"`01` : Non soumis à la taxe - votre facture ne doit contenir aucune taxe." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:220 msgid "" -"`02`: Subject to tax - your invoice contains taxes (default configuration)." +"`03`: Subject to tax and not forced to break down - this value can be " +"triggered on-demand for certain customers to replace the value 02." msgstr "" -"`02` : Soumis à la taxe - votre facture contient des taxes (configuration " -"par défaut)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:221 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:222 msgid "" -"`03`: Subject to tax and not forced to breakdown - your invoice contains " -"taxes, and the contact configuration has the :guilabel:`No Tax Breakdown` " -"checkbox activated." +"To use the `03` value, navigate to :menuselection:`Contacts --> your " +"customer's invoice --> MX EDI tab`, and activate the :guilabel:`No Tax " +"Breakdown` checkbox." msgstr "" -"`03` : Soumis à la taxe et non forcé à la ventilation - votre facture " -"contient des taxes et la configuration du contact a la case :guilabel:`Pas " -"de ventilation de la taxe` activée." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Tax Breakdown SAT." -msgstr "Ventilation de la taxe SAT" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:228 -msgid "" -"The :guilabel:`No Tax Breakdown` value applies only to specific fiscal " -"regimes and/or taxes. Consult your accountant first if it is needed for your" -" business before doing any modification." +msgid "No Tax Breakdown option on the MX EDI tab of the customer's invoice." msgstr "" -"La valeur :guilabel:`Aucune ventilation de la taxe` ne s'applique qu'à des " -"régimes fiscaux et/ou à des taxes spécifiques. Consultez d'abord votre " -"comptable si cela est nécessaire pour votre entreprise avant d'effectuer " -"toute modification." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:232 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:230 +msgid "" +"The :guilabel:`No Tax Breakdown` value applies **only** to specific fiscal " +"regimes and/or taxes. Consult your accountant first to see if it is needed " +"for your business before making any modification." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:235 msgid "Other tax configurations" msgstr "Autres configurations fiscales" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:234 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:237 msgid "" "When registering a payment, Odoo will carry out the movement of taxes from " "the *Cash Basis Transition Account* to the account set in the " @@ -30535,144 +30829,116 @@ msgstr "" " Efectivo`) dans la pièce comptable lors du reclassement des taxes. **Ne " "supprimez pas ce compte**." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:239 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:242 msgid "" -"If you create a new tax, you need to add the correct :guilabel:`Tax Grids` " -"for it (`IVA`, `ISR` or `IEPS`). Odoo only supports these three groups of " -"taxes." +"If you create a new tax in :menuselection:`Accounting --> Configuration --> " +"Taxes`, you need to add the correct :guilabel:`Tax Grids` for it (`IVA`, " +"`ISR` or `IEPS`). Odoo **only** supports these three groups of taxes." msgstr "" -"Si vous créez une nouvelle taxe, vous devez ajouter les bonnes " -":guilabel:`Grilles fiscales` (`IVA`, `ISR` ou `IEPS`). Odoo prend uniquement" -" en charge ces trois groupes de taxes." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes accounts." -msgstr "Comptes de taxes." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:248 -msgid "" -"To configure products, go to the :guilabel:`Accounting` tab, and in the " -":guilabel:`UNSPSC Product Category` field, select the category that " -"represents that product. The process can be done manually or through :doc:`a" -" bulk import `." +msgid "Tax accounts available for Odoo." msgstr "" -"Pour configurer les produits, allez à l'onglet :guilabel:`Comptabilité` et " -"dans le champ :guilabel:`Catégorie de produits UNSPSC`, sélectionnez la " -"catégorie qui représente ce produit. Le processus peut être fait " -"manuellement ou via :doc:`un import en masse " -"`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:253 msgid "" -"All products need to have a |SAT| code associated with them in order to " +"To configure products, go to :menuselection:`Accounting --> Customers --> " +"Products`, then select a product to configure, or :guilabel:`Create` a new " +"one. In the :guilabel:`Accounting` tab, and in the :guilabel:`UNSPSC Product" +" Category` field, select the category that represents the product. The " +"process can be done manually, or through :doc:`a bulk import " +"<../../general/export_import_data>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:259 +msgid "" +"All products need to have an |SAT| code associated with them in order to " "prevent validation errors." msgstr "" -"Tous les produits doivent être associés à un code |SAT| afin d'éviter les " -"erreurs de validation." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:257 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Facturation électronique" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:260 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:266 msgid "PAC credentials" msgstr "Identifiants PAC" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:262 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 msgid "" "After you have processed your `Private Key (CSD) " "`_ with the |SAT|, you must register " +"traves-de-la-aplicacion- certifica>`_ with the |SAT|, you **must** register " "directly with the :ref:`PAC ` of your choice before you " "start creating invoices from Odoo." msgstr "" -"Après avoir traité votre `Clé privée (CSD) " -"`_ avec le |SAT|, vous devez vous " -"enregistrement directement auprès du :ref:`PAC ` de votre " -"choix avant de commencer à créer des factures dans Odoo." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:267 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:273 msgid "" -"Once you created your account with any of these providers, go to " +"Once you've created your account with any of these providers, go to " ":menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. " "Under the :guilabel:`MX PAC` section, enter the name of your |PAC| with your" " credentials (:guilabel:`PAC username` and :guilabel:`PAC password`)." msgstr "" -"Une fois que vous avez créé votre compte auprès d'un de ces prestataires, " -"allez aux :menuselection:`Paramètres --> Comptabilité --> Facturation " -"électronique (MX)`. Dans la section :guilabel:`MX PAC`, saisissez le nom de " -"votre |PAC| avec vos identifiants (:guilabel:`nom d'utilisateur PAC` et " -":guilabel:`mot de passe PAC`)." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "PAC credentials." -msgstr "Identifiants PAC" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:275 -msgid "" -"If you do not have credentials and want to test the electronic invoicing, " -"you can activate the :guilabel:`Test Environment` checkbox and select " -":guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " -"username or password." +msgid "Configuring PAC credentials from the Accounting settings." msgstr "" -"Si vous n'avez pas d'identifiants et que vous voulez tester la facturation " -"électronique, vous pouvez cocher la case :guilabel:`Environnement de test` " -"et sélectionnez :guilabel:`Solucion Factible` en tant que |PAC|. Vous ne " -"devez pas ajouter un nom d'utilisateur ou un mot de passe." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:280 -msgid ".cer and .key certificates" -msgstr "Certificats .cer et .key" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:282 msgid "" -"You need to upload the `digital certificates of the company " -"`_ " -"within the section :guilabel:`MX Certificates`. Select :guilabel:`Add a " -"line` and a window will open. Click on :guilabel:`Create`, and from there " -"upload your digital certificate (:file:`.cer` file), your key (:file:`.key` " -"file), and your password. To finish, click on :guilabel:`Save and Close`." +"If you do not have credentials, but want to test the electronic invoicing, " +"you can activate the :guilabel:`MX PAC test environment` checkbox, and " +"select :guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " +"username or password for a test environment." msgstr "" -"Vous devez charger les `certificats numériques de la société " + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:287 +msgid ".cer and .key certificates" +msgstr "Certificats .cer et .key" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:289 +msgid "" +"The `digital certificates of the company " "`_ " -"dans la section :guilabel:`Certificats MX`. Sélectionnez :guilabel:`Ajouter " -"une ligne` et une fenêtre s'ouvre. Cliquez sur :guilabel:`Créer`, puis " -"téléchargez votre certificat numérique (fichier :file:`.cer`), votre clé " -"(fichier :file:`.key`), et votre mot de passe. Pour terminer, cliquez sur " -":guilabel:`Enregistrer et Fermer`." +"must be uploaded within the :guilabel:`MX Certificates` section. To do so, " +"navigate to :menuselection:`Settings --> Accounting --> Electronic Invoicing" +" (MX)`. Under the :guilabel:`MX Certificates` section, select :guilabel:`Add" +" a line`, and a window will open. Click :guilabel:`Create`, and from there, " +"upload your digital :guilabel:`Certificate` (:file:`.cer` file), your " +":guilabel:`Certificate Key` (:file:`.key` file), and your " +":guilabel:`Certificate Password`. To finish, click on :guilabel:`Save & " +"Close`." +msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Certificate and key." -msgstr "Certificat et clé." +msgid "Certificate and key upload inputs." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:292 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 msgid "" "If you still do not have one of the contracted |PAC|\\s and you want to test" -" electronic invoicing you can use the following |SAT| test certificates:" +" electronic invoicing, you can use the following |SAT| test certificates:" msgstr "" -"Si vous ne disposez pas encore d'un des |PAC| sous contrat et que vous " -"voulez tester la facturation électronique, vous pouvez utiliser les " -"certificats de test |SAT| suivants :" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:295 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:306 msgid ":download:`Certificate `" msgstr ":download:`Certificat `" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:296 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 msgid ":download:`Certificate Key `" msgstr ":download:`Clé certificat `" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:297 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:308 msgid "**Password**: ``12345678a``" msgstr "**Mot de passe** : ``12345678a``" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:311 msgid "Workflows" msgstr "Flux de travail" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:305 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:316 msgid "" "The invoicing process in Odoo is based on `Annex 20 " "`_ version" @@ -30682,52 +30948,41 @@ msgstr "" "`_ version" " 4.0 de la facturation électronique du |SAT|." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:312 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:323 msgid "" "To start invoicing from Odoo, a customer invoice must be created using the " -":doc:`standard invoicing flow " -"`." +":doc:`standard invoicing flow <../accounting/customer_invoices>`." msgstr "" -"Pour commencer à facturer dans Odoo, une facture client doit être créée en " -"utilisant le :doc:`flux de facturation standard " -"`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:315 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:326 msgid "" -"When the document is in draft mode, you can make any changes to it (add the " -"correct :guilabel:`Payment Way` or :guilabel:`Usage` that the customer might" -" require, for example.)" +"While the document is in draft mode, changes can be made to it (the correct " +":guilabel:`Payment Way` or :guilabel:`Usage` that the customer might require" +" can be added, for example.)" msgstr "" -"Lorsque le document est en mode brouillon, vous pouvez y apporter des " -"changements (ajoutez le :guilabel:`Mode de paiement` correct ou " -"l':guilabel:`Utilisation` que le client pourrait exiger, par exemple)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:318 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:329 msgid "" "After you :guilabel:`Confirm` the customer invoice, a blue message appears " "stating: :guilabel:`The invoice will be processed asynchronously by the " -"following E-invoicing service: CFDI (4.0)`. Pressing the :guilabel:`Process " -"Now` button sends the document to be signed by the government. On success, " -"the :guilabel:`Fiscal Folio` field appears on the document and the XML file " -"is attached in the chatter." +"following E-invoicing service: CFDI (4.0)`." msgstr "" -"Après avoir :guilabel:`Confirmé` la facture client, un message bleu apparaît" -" : :guilabel:`La facture sera traitée de manière asynchrone par le service " -"de facturation électronique suivant : CFDI (4.0)`. Si vous cliquez sur le " -"bouton :guilabel:`Traiter maintenant`, le document est envoyé pour signature" -" au gouvernement. En cas de succès, le champ :guilabel:`Fiscal Folio` " -"apparaît sur le document le fichier XML est joint au chatter." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:325 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:332 msgid "" -"If you press :guilabel:`Retry` in the field :guilabel:`SAT status` of the " -"invoice, you can confirm if the XML file is valid in the SAT." +"Pressing the :guilabel:`Process Now` button sends the document to the " +"government so it can be signed. After receiving the signed document back " +"from the government, the :guilabel:`Fiscal Folio` field appears on the " +"document, and the XML file is attached in the chatter." msgstr "" -"Si vous cliquez sur :guilabel:`Réessayer` dans le champ field " -":guilabel:`Statut SAT` de la facture, vous pouvez confirmer si le fichier " -"XML est valide dans le SAT." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:328 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +msgid "" +"If you click :guilabel:`Retry` in the :guilabel:`SAT status` field on the " +"invoice, you can confirm if the XML file is valid in the |SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:340 msgid "" "If you are in a testing environment, you will always receive the message " ":guilabel:`Not Found`." @@ -30735,21 +30990,16 @@ msgstr "" "Si vous êtes dans un environnement de test, vous recevrez toujours le " "message :guilabel:`Non trouvé`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:330 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:342 msgid "" -"To send the signed invoice to your client by mail, you can send the XML " -"together with the PDF file directly from Odoo by clicking the " -":guilabel:`Send and Print` button. You can also download the PDF file to " -"your computer by clicking the :guilabel:`Print` button and selecting the " -"desired option." +"To send the signed invoice to your client by mail, you can send both the XML" +" and PDF files together, directly from Odoo, by clicking the :guilabel:`Send" +" & Print` button. You can also download the PDF file to your computer, by " +"clicking the :guilabel:`Print` button, and selecting the desired print " +"option." msgstr "" -"Pour envoyer la facture signée à votre client par email, vous pouvez envoyer" -" le XML et le fichier PDF directement à partir d'Odoo en cliquant sur le " -"bouton :guilabel:`Envoyer et Imprimer`. Vous pouvez également télécharger le" -" fichier PDF de votre ordinateur en cliquant sur le bouton " -":guilabel:`Imprimer` et en sélectionnant l'option souhaitée." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 msgid "" "While an invoice is a document type \"I\" (Ingreso), a credit note is a " "document type \"E\" (Egreso)." @@ -30757,65 +31007,52 @@ msgstr "" "Lorsque la facture est du type \"I\" (Ingreso), l'avoir est du type \"E\" " "(Egreso)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:339 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:352 msgid "" "The only addition to the :doc:`standard flow for credit notes " -"` is that, " -"as a requirement of the SAT, there has to be a relation between a credit " -"note and an invoice through the fiscal folio." +"<../accounting/customer_invoices/credit_notes>` is that, as a requirement of" +" the |SAT|, there has to be a relation between a credit note and an invoice " +"through the fiscal folio." msgstr "" -"Le seul changement par rapport au :doc:`flux standard des avoirs " -"`est que le" -" SAT exige qu'il y ait une relation entre l'avoir et la facture à travers le" -" folio fiscal." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:343 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 msgid "" -"Because of this, the field :guilabel:`CFDI Origin` adds this relation with a" -" `01|`, followed by the fiscal folio of the original invoice." +"Because of this requirement, the field :guilabel:`CFDI Origin` adds this " +"relation with a `01|`, followed by the fiscal folio of the original invoice." msgstr "" -"Par conséquent, le champ :guilabel:`Origine CFDI` ajoute cette relation avec" -" un `01|`, suivi du folio fiscal de la facture originale." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Creating a credit note." -msgstr "Créer un avoir." +msgid "Example CFDI Origin number." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 msgid "" -"For the :guilabel:`CFDI Origin` field to be added automatically, use the " -"button :guilabel:`Add Credit Note` from the invoice instead of creating it " +"For the :guilabel:`CFDI Origin` field to be automatically added, use the " +":guilabel:`Add Credit Note` button from the invoice, instead of creating it " "manually." msgstr "" -"Pour que le champ :guilabel:`Origine CFDI` soit ajouté automatiquement, " -"utilisez le bouton :guilabel:`Ajouter un avoir` sur la facture au lieu de le" -" créer manuellement." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:354 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 msgid "Payment complements" msgstr "Compléments de paiement" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:357 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:371 msgid "Payment policy" msgstr "Politique de paiement" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:359 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:373 msgid "" -"One of the additions of the Mexican Localization is the field " -":guilabel:`Payment Policy`. `According to the SAT documentation " +"One addition of the Mexican localization is the :guilabel:`Payment Policy` " +"field . `According to the SAT documentation " "`_, there may be 2 types of payments:" msgstr "" -"L'un des ajouts de la localisation mexicaine est le champ " -":guilabel:`Politique de paiement`. `Conformément à la documentation SAT " -"`_, il peut y avoir 2 types de paiement :" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" msgstr "`PUE` (Pago en una Sola Exhibición/Paiement en une seule fois)" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:365 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:378 msgid "" "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or " "Deferred)" @@ -30823,55 +31060,46 @@ msgstr "" "`PPD` (Pago en Parcialidades o Diferido/Paiement en versements échelonnés ou" " différés)" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:367 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 msgid "" "The difference lies in the *Due Date* or *Payment Terms* of the invoice." msgstr "" "La différence réside dans la *Date d'échéance* ou les *Conditions de " "paiement* de la facture." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:382 msgid "" -"To configure |PUE| invoices, you must select an invoice :guilabel:`Due Date`" -" within the same month or choose a payment term that does not imply changing" +"To configure |PUE| invoices, navigatge to :menuselection:`Accounting --> " +"Customers --> Invoices`, and either select an invoice :guilabel:`Due Date` " +"within the same month, or choose a payment term that does not imply changing" " the due month (immediate payment, 15 days, 21 days, all falling within the " "current month)." msgstr "" -"Pour configurer les factures |PUE|, vous devez sélectionner une " -":guilabel:`Date d'échéance` qui se situe dans le même mois ou choisir des " -"conditions de paiement qui n'impliquent pas de modifier le mois d'échéance " -"(paiement immédiat, 15 jours, 21 jours tous tombant dans le mois en cours)." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PUE requirements." msgstr "Exemple d'une facture avec les exigences PUE." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 msgid "" -"Some :guilabel:`Payment Terms` are already installed by default. You can " -"check them in :menuselection:`Accounting --> Configuration --> Payment " +"Some :guilabel:`Payment Terms` are already installed by default, and can be " +"managed from :menuselection:`Accounting --> Configuration --> Payment " "Terms`." msgstr "" -"Certaines :guilabel:`Conditions de paiement` sont déjà installées par " -"défaut. Vous pouvez les vérifier dans :menuselection:`Comptabilité --> " -"Configuration --> Conditions de paiement`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:395 msgid "" -"To configure |PPD| invoices, you need to choose a :guilabel:`Due Date` after" -" the first day of the following month (this also applies if your " -":guilabel:`Payment Term` is due in the following month)." +"To configure |PPD| invoices, navigate to :menuselection:`Accounting --> " +"Customers --> Invoices`, and select an invoice with a :guilabel:`Due Date` " +"after the first day of the following month. This also applies if your " +":guilabel:`Payment Term` is due in the following month." msgstr "" -"Pour configurer les factures |PPD|, vous devez choisir une :guilabel:`Date " -"d'échéance` qui se situe après le premier jour du mois suivant (ceci " -"s'applique également si vos :guilabel:`Conditions de paiement` concernent le" -" mois suivant)." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PPD requirements." msgstr "Exemple d'une facture avec les exigences PPD." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:387 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:404 msgid "" "Because the |PPD| policy implies that an invoice is not going to get paid at" " the moment, the correct :guilabel:`Payment Way` for the |PPD| invoices is " @@ -30881,69 +31109,56 @@ msgstr "" "l'immédiat, le :guilabel:`Mode de paiement` correct pour les factures |PPD| " "est :guilabel:`99 - Por Definir` (À définir)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 msgid "Payment flow" msgstr "Flux de paiement" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:394 -msgid "" -"In both cases, the payment process in Odoo :doc:`is the same " -"`, the main difference " -"would be that payments related to |PPD| invoices trigger the creation of a " -"document type \"P\" (Pago)." -msgstr "" -"Dans les deux cas, le processus de paiement dans Odoo est :doc:`identique " -"`. La principale " -"différence réside dans le fait que les factures |PPD| déclenchent la " -"création d'un type de document \"P\" (Pago)." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:398 -msgid "" -"If a payment is related to a |PUE| invoice, it can be registered with the " -"wizard and be associated with the corresponding invoice. Its status will be " -":guilabel:`In Payment` since the payment is effectively validated when it is" -" bank reconciled." -msgstr "" -"Si un paiement est lié à une facture |PUE|, il peut être enregistré avec " -"l'assistant et associé à la facture correspondante. Son statut sera " -":guilabel:`En paiement` puisque le paiement est effectivement validé lors du" -" rapprochement bancaire." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:405 -msgid "" -"While this process is the same for PPD invoices, the addition of the " -"creation of an :doc:`electronic document " -"` " -"means that some additional requirements are needed to correctly send the " -"document to the SAT." -msgstr "" -"Alors que ce processus est le même pour les factures PPD, l'ajout de la " -"création d'un :doc:`document électronique " -"` " -"signifie que certaines exigences supplémentaires sont nécessaires pour " -"envoyer correctement le document au SAT." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 -msgid "" -"You need to confirm the specific :guilabel:`Payment Way` where you received " -"the payment. Because of this, this field cannot be :guilabel:`99 - Por " -"Definir` (To Define)." -msgstr "" -"Vous devez confirmer le :guilabel:`Mode de paiement` spécifique par lequel " -"vous avez reçu le paiement. Pour cette raison, ce champ ne peut pas être " -":guilabel:`99 - Por Definir` (À définir)." - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:411 msgid "" -"If you are going to add a bank account to the customer in the " -":guilabel:`Accounting` tab of their contact, it needs to have a valid " -"number." +"In both cases, the payment process in Odoo :doc:`is the same " +"<../accounting/customer_invoices>`, the main difference being payments " +"related to |PPD| invoices trigger the creation of a document type \"P\" " +"(Pago)." msgstr "" -"Si vous ajoutez un compte bancaire au client dans l'onglet " -":guilabel:`Comptabilité` de leur contact, il doit avoir un numéro valide." #: ../../content/applications/finance/fiscal_localizations/mexico.rst:415 msgid "" +"If a payment is related to a |PUE| invoice, it can be registered with the " +"wizard, and be associated with the corresponding invoice. To do so, navigate" +" to :menuselection:`Accounting --> Customers --> Invoices`, and select an " +"invoice. Then, click the :guilabel:`Register Payment` button. The invoice " +"status changes to :guilabel:`In Payment`, since the payment is effectively " +"validated when it is bank reconciled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:422 +msgid ":doc:`../accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:424 +msgid "" +"While this process is the same for PPD invoices, the addition of the " +"creating an :doc:`electronic document " +"<../accounting/customer_invoices/electronic_invoicing>` means some " +"additional requirements are needed to correctly send the document to the " +"|SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:428 +msgid "" +"From an invoice, you need to confirm the specific :guilabel:`Payment Way` " +"where you received the payment. Because of this, the :guilabel:`Payment Way`" +" field **cannot** be set as `99 - Por Definir (To Define)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:432 +msgid "" +"If you are going to add a bank account number in the :guilabel:`Accounting` " +"tab of a customer's contact card, it must have a valid account number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:436 +msgid "" "The exact configurations are in the `Anexo 20 of the SAT " "`_. " "Usually, the :guilabel:`Bank Account` needs to be 10 or 18 digits for " @@ -30955,16 +31170,12 @@ msgstr "" "chiffres pour les transferts et 16 chiffres pour les cartes de crédit ou de " "débit." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:419 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 msgid "" "If a payment is related to a signed invoice with the :guilabel:`Payment " "Policy` `PPD`, Odoo generates the corresponding payment complement " -"automatically once you press :guilabel:`Process Now`." +"automatically, once you click :guilabel:`Process Now`." msgstr "" -"Si le paiement est lié à une facture signée avec la :guilabel:`Politique de " -"paiement` `PPD`, Odoo génère le complément de paiement correspondant " -"automatiquement une fois que vous cliquez sur :guilabel:`Traiter " -"maintenant`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "CFDI (4.0) E-invoicing service process payment now message." @@ -30972,49 +31183,38 @@ msgstr "" "Message Traiter le paiement maintenant du service de facturation " "électronique CFDI (4.0)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:426 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 msgid "" -"A payment in MXN cannot be used to pay multiple invoices in USD. Rather, the" -" payment should be separated into multiple payments created using the " +"A payment in MXN **cannot** be used to pay multiple invoices in USD. " +"Instead, the payment should be separated into multiple payments, using the " ":guilabel:`Register Payment` button on the corresponding invoices." msgstr "" -"Un paiement en MXN ne peut pas être utilisé pour payer plusieurs factures en" -" USD. Le paiement doit plutôt être séparé en plusieurs paiements à l'aide du" -" bouton :guilabel:`Enregistrer le paiement` sur les factures " -"correspondantes." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:431 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:454 msgid "Invoice cancellations" msgstr "Annulation des factures" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:433 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 msgid "" -"It is possible to cancel the EDI documents sent to the SAT. According to the" -" `Reforma Fiscal 2022 `_, since January 1st 2022, there are two requirements for " -"this:" +"It is possible to cancel the EDI documents sent to the |SAT|. According to " +"the `Reforma Fiscal 2022 `_, since January 1st, 2022, there are two " +"requirements for this:" msgstr "" -"Il est possible d'annuler les documents EDI envoyés au SAT. Conformément à " -"la `Reforma Fiscal 2022 `_, en vigueur depuis le 1 janvier 2022, il y a deux " -"exigences à remplir :" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:437 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 msgid "" -"With all cancellation requests, you have to specify a *cancellation reason*." +"With all cancellation requests, you **must** specify a *cancellation " +"reason*." msgstr "" -"Avec toutes les demandes d'annulation, vous devez préciser le *motif de " -"l'annulation*." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:438 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:461 msgid "" -"After 24 hours have passed, the client must be asked to accept the " -"cancellation." +"After 24 hours have passed since the creation of the invoice, the client " +"**must** be asked to accept the cancellation." msgstr "" -"Passé un délai de 24 heures, le client doit être invité à accepter " -"l'annulation." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:464 msgid "" "There are four different cancellation reasons. In Odoo, you can cancel " "invoices with the reasons *01 Invoices sent with errors with a relation*, " @@ -31025,90 +31225,66 @@ msgstr "" "avec une relation* et *02 Factures envoyées avec des erreurs sans une " "relation*." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:444 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:467 +msgid "" +"The following sections break down the process of canceling invoices for each" +" cancellation reason in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:471 +msgid "" +"Odoo has certain limitations to canceling invoices in the |SAT|: The reasons" +" 03 and 04 (*Operation did not take place* and *Nominative transactions " +"related to a global invoice*, respectively) are not currently supported by " +"Odoo. For this, you need to cancel the invoice directly in the |SAT|, and " +"press :guilabel:`Retry` in the :guilabel:`SAT Status field`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 msgid "01 - invoices sent with errors with a relation" msgstr "01 - factures envoyées avec des erreurs avec une relation" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:446 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 msgid "" -"This cancellation motive has to be used when a new invoice needs to " -"substitute the original one, due to an error in any field." +"This cancellation reason must be used when a new invoice needs to substitute" +" the original one, due to an error in any field." msgstr "" -"Ce motif d'annulation doit être utilisé lorsqu'une nouvelle facture doit " -"remplacer la facture originale, en raison d'une erreur dans un champ " -"quelconque." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 -msgid "Copy the :guilabel:`Fiscal Folio` of the *old invoice*" -msgstr "Copiez le :guilabel:`Folio fiscal` de l'*ancienne facture*" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:450 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 msgid "" -"Paste it into the field :guilabel:`CFDI Origin` of the *new invoice*, " -"followed by a `04|`" +"Begin by navigating to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. Copy the :guilabel:`Fiscal Folio` " +"from the old invoice. Then, navigate to the new invoice, and in the " +":guilabel:`CFDI Origin` field, add the value `04|` and paste the " +":guilabel:`Fiscal Folio` of the old invoice after the value. Finally, sign " +"the new document." msgstr "" -"Collez-le dans le champ :guilabel:`Origine CFDI` de la *nouvelle facture*, " -"suivi de `04|`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:451 -msgid "Sign the new document." -msgstr "Signez le nouveau document." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Old invoice with CFDI Origin." -msgstr "Ancienne facture avec Origine CFDI." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:487 msgid "" -"Go back to the *old invoice*, the field :guilabel:`Substituted By` should " -"appear." +"Next, navigate back to the old invoice, and notice the " +":guilabel:`Substituted By` field is now available. Click the " +":guilabel:`Request EDI Cancellation` button on the old invoice, and then " +"click :guilabel:`Process Now` in the blue section that appears. The invoice " +"status changes to :guilabel:`Canceled`, and a confirmation is logged in the " +"chatter." msgstr "" -"Retournez à l'*ancienne facture*, le champ :guilabel:`Replacée par` devrait " -"apparaître." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:457 -msgid "Click the :guilabel:`Request EDI Cancellation` button." -msgstr "Cliquez sur le bouton :guilabel:`Demander l'annulation EDI`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:458 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 msgid "" -"As if it were a regular invoice, a blue field then appears on the invoice. " -"Click :guilabel:`Process Now`." -msgstr "" -"Comme s'il s'agissait d'une facture normale, un champ bleu apparaît alors " -"sur la facture. Cliquez sur :guilabel:`Traiter maintenant`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 -msgid "" -"The invoice status is moved to :guilabel:`Cancelled` and you receive a " -"confirmation in the chatter." -msgstr "" -"Le statut de la facture passe à :guilabel:`Annulé` et vous recevez une " -"confirmation dans le chatter." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 01 properly canceled." -msgstr "La facture 01 a été correctement annulée." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:466 -msgid "" -"Now, the invoice should be canceled in the SAT too. You can confirm that " -"this was done correctly by pressing :guilabel:`Retry` in the SAT status " +"Now, the invoice should be canceled in the |SAT| as well. You can confirm " +"this was done correctly, by pressing :guilabel:`Retry` in the |SAT| status " "field." msgstr "" -"La facture doit désormais être annulée dans le SAT également. Vous pouvez " -"confirmer que cela a été fait correctement en cliquant sur " -":guilabel:`Réessayer` dans le champ de statut SAT." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:469 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:495 msgid "" -"If the document was canceled after 24 hours, it is possible that the client " -"must be asked to accept the cancellation in their \"Buzón Tributario\"." +"If the document was canceled more than 24 hours after its creation, you may " +"need to ask the client to accept the cancellation in their “Buzón " +"Tributario” directly from the `SAT website `_." msgstr "" -"Si le document a été annulé après 24 heures, il est possible que le client " -"doive être invité à accepter l'annulation dans leur \"Buzón Tributario\"." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:473 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 msgid "" "The `04|` is only a code that helps Odoo to perform this process. It has no " "relation to the method 04 reason for cancellation." @@ -31116,96 +31292,74 @@ msgstr "" "Le `04|` est seulement un code qui aide Odoo à effectuer ce processus. Il " "n'a aucun rapport avec la méthode 04 motif de l'annulation." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Old invoice with CFDI Origin." +msgstr "Ancienne facture avec Origine CFDI." + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "" +"Invoice with the Substituted By field referencing the CFDI Origin invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:512 msgid "02 - invoices sent with errors without a relation" msgstr "02 - factures envoyées avec des erreurs sans une relation" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:514 msgid "" -"This cancellation motive has to be used when an invoice was sent with an " -"error in any field and does not need to be replaced by another one." +"This cancellation reason has to be used when an invoice was sent with an " +"error in any field, and does not need to be replaced by another one." msgstr "" -"Ce motif d'annulation doit être utilisé lorsqu'une facture a été envoyée " -"avec une erreur dans n'importe quel champ et qu'il n'est pas nécessaire de " -"la remplacer par une autre." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:517 msgid "" -"For this case, all that is required is to click on :guilabel:`Request EDI " -"Cancellation`, and then press click the :guilabel:`Process Now` button." +"For this case, navigate to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. From here, the only requirement is to" +" click the :guilabel:`Request EDI Cancellation` button, and then click the " +":guilabel:`Process Now` button." msgstr "" -"Pour ce champ, la seule exigence est de cliquer sur :guilabel:`Demander " -"l'annulation EDI`. Cliquez ensuite sur le bouton :guilabel:`Traiter " -"maintenant`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 02 properly canceled." -msgstr "La facture 02 a été correctement annulée." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:488 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:521 msgid "" -"As the field :guilabel:`Substituted By` does not exist, the SAT should " -"detect automatically that the cancellation reason is 02." +"Because the field :guilabel:`Substituted By` does not appear when using this" +" cancellation reason, the |SAT| should automatically detect that the " +"cancellation reason is 02." msgstr "" -"Comme le champ :guilabel:`Remplacée par` n'existe pas, le SAT doit détecter " -"automatiquement que le motif d'annulation est 02. " -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 -msgid "" -"Odoo has certain limitations to canceling invoices in the SAT: The reasons " -"03 and 04 (*Operation did not take place* and *Nominative transactions " -"related to a global invoice*) are not currently supported by Odoo. For this," -" you need to cancel the invoice directly in the SAT and use a *Server " -"Action*." -msgstr "" -"Odoo a certaines limitations en ce qui concerne l'annulation des factures " -"dans le SAT : Les motifs 03 et 04 (*Opération n'a pas eu lieu* et " -"*Transactions nominatives liées à une facture globale*) ne sont actuellement" -" pas pris en charge par Odoo. Pour cela, vous devez annuler la facture " -"directement dans le SAT et utiliser une *Action serveur*." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:498 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:525 msgid "Payment cancellations" msgstr "Annulation de paiement" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:527 msgid "" "It is also possible to cancel *Payment Complements*. For this, go to the " -"payment and select :guilabel:`Request EDI Cancellation`. As with invoices, a" -" blue button will appear. Select :guilabel:`Process now`, and the document " -"will be sent to the SAT. After a few seconds, you can press " -":guilabel:`Retry` to confirm the current SAT status." +"payment, via :menuselection:`Accounting --> Customers --> Payments`, and " +"select :guilabel:`Request EDI Cancellation`. As with invoices, a blue button" +" will appear. Click :guilabel:`Process now`, and the document will be sent " +"to the |SAT|. After a few seconds, you can click :guilabel:`Retry` to " +"confirm the current |SAT| status." msgstr "" -"Il est également possible d'annuler des *Compléments de paiement*. Pour ce " -"faire, allez au paiement et sélectionnez :guilabel:`Demander une annulation " -"EDI`. Comme pour les factures, un bouton bleu s'affiche. Sélectionnez " -":guilabel:`Traiter maintenant` et le document sera envoyé au SAT. Après " -"quelques secondes, vous pouvez cliquer sur :guilabel:`Réessayer` pour " -"confirmer le statut SAT actuel." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:505 -msgid "The payment moves their status to :guilabel:`Cancelled`." -msgstr "Le paiement fait passer son statut à :guilabel:`Annulé`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:508 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:536 msgid "" "Just like invoices, when you create a new *Payment Complement*, you can add " -"the relation of the original document by adding a `04|` plus the fiscal " -"folio." +"the relation of the original document, by adding a `04|` plus the fiscal " +"folio in the :guilabel:`CFDI Origin` field." msgstr "" -"Comme pour les factures, lorsque vous créez un nouveau *Complément de " -"paiement*, vous pouvez ajouter la relation du document original en ajoutant " -"un `04|` plus le folio fiscal." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:512 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:540 msgid "Invoicing special use cases" msgstr "Cas d'utilisation particuliers de la facturation" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:515 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:543 msgid "CFDI to public" msgstr "CFDI au public" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:517 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:545 msgid "" "If the customer you are selling goods or services to does not require an " "invoice, a *CFDI to Public* has to be created." @@ -31213,112 +31367,77 @@ msgstr "" "Si le client auquel vous vendez des biens ou des services ne nécessite pas " "une facture, un *CFDI au public* doit être créé." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:520 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:548 msgid "" -"However, if you use the name `PUBLICO EN GENERAL`, an error will be " -"triggered. This is a main change in the CFDI 4.0 that states that invoices " -"with that specific name needs additional fields." +"If you use the :guilabel:`Customer` name `PUBLICO EN GENERAL`, an error will" +" be triggered. This is a main change in the CFDI 4.0 that requires invoices " +"with that specific name to need additional fields, which Odoo does not " +"currently support. So, for a *CFDI to Public* to be created, you need to add" +" any name to your customer that is **not** `PUBLICO EN GENERAL`. (For " +"example: `CLIENTE FINAL`)." msgstr "" -"Cependant, si vous utilisez le nom `PUBLICO EN GENERAL`, une erreur " -"s'affichera. Il s'agit d'un changement majeur dans CFDI 4.0 qui stipule que " -"les factures portant ce nom spécifique nécessitent des champs " -"supplémentaires." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:523 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:553 msgid "" -"Odoo currently does not support this. So for a *CFDI to Public* to be " -"created, you need to add any name to your customer that is not `PUBLICO EN " -"GENERAL`. (For example `CLIENTE FINAL`)" +"In addition to this, it is required that the :guilabel:`ZIP` code of your " +"company is added, the generic |RFC| is set as `XAXX010101000`, and the " +":guilabel:`Fiscal Regime` of your customer must be set as: `Sin obligaciones" +" fiscales`." msgstr "" -"Odoo ne prend actuellement pas en charge ce type de données. Ainsi, pour " -"qu'un *CFDI au public* soit créé, vous devez ajouter n'importe quel nom à " -"votre client qui n'est pas `PUBLICO EN GENERAL` (par exemple `CLIENTE " -"FINAL`)." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:526 -msgid "" -"In addition to this, the zip code of your company, and the generic " -":guilabel:`RFC` ``XAXX010101000`` are needed. The :guilabel:`Fiscal Regime` " -"of your customer must be `Sin obligaciones fiscales`." -msgstr "" -"En outre, le code postal de votre société et le :guilabel:`RFC` générique " -"``XAXX010101000`` sont nécessaires. Le :guilabel:`Régime fiscal` de votre " -"client doit être `Sin obligaciones fiscales`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "CFDI to Public Error." -msgstr "Erreur CFDI au public." +msgid "CFDI to Public Customer field configuration." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:535 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:564 msgid "" "The main currency in Mexico is MXN. While this is mandatory for all Mexican " -"companies, it is possible to send and receive invoices and payments in " -"different currencies. To do this, you can enable the use of " -":doc:`multicurrency " -"`. And select " -":guilabel:`Mexican Bank` as the service in :menuselection:`Accounting --> " -"Settings --> Currency`." +"companies, it is possible to send and receive invoices (and payments) in " +"different currencies. To enable the use of :doc:`multicurrency " +"<../accounting/get_started/multi_currency>`, navigate to the " +":menuselection:`Accounting --> Settings --> Currencies`, and set " +":guilabel:`Mexican Bank` as the :guilabel:`Service` in the " +":guilabel:`Automatic Currency Rates` section. Then, set the " +":guilabel:`Interval` field to the frequency you wish to update the exchange " +"rates." msgstr "" -"La monnaie principale au Mexique est le MXN. Bien que cette devise soit " -"obligatoire pour toutes les sociétés mexicaines, il est possible d'envoyer " -"et de recevoir des factures et des paiements dans des devises différentes. " -"Pour ce faire, vous pouvez activer l'utilisation de la :doc:`multidevise " -"`. Sélectionnez" -" la :guilabel:`Banque mexicaine` comme service dans " -":menuselection:`Comptabilité --> Paramètres --> Devise`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:541 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 msgid "" -"This way, in the XML file of the document you get the correct exchange rate " -"and the total amount both in the foreign currency and in MXN." +"This way, the XML file of the document will have the correct exchange rate, " +"and the total amount, in both the foreign currency and in MXN." msgstr "" -"Ainsi, dans le fichier XML du document, vous obtenez le taux de change " -"correct et le montant total à la fois dans la devise étrangère et en MXN." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:544 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 msgid "" "It is highly recommended to use :doc:`a bank account for each currency " -"`." +"<../accounting/bank/foreign_currency>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:578 +msgid "" +"The only currencies that automatically update their exchange rate daily are:" +" USD, EUR, GBP, and JPY." msgstr "" -"Il est fortement recommandé d'utiliser :doc:`un compte bancaire pour chaque " -"devise `." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Multi-currency configuration." -msgstr "Configuration de la multi-devise." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:551 -msgid "" -"The only currencies that automatically update their exchange rate daily are " -"USD, EUR, GBP, and JPY." +msgid "Multi-currency configuration in the Accounting settings." msgstr "" -"Les seules devises dont le taux d'échange est mis à jour automatiquement " -"chaque jour sont USD, EUR, GBP, et JPY." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:555 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:586 msgid "Down payments" msgstr "Acomptes" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:557 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 msgid "" -"There can be cases where you receive a payment in advance from a customer, " +"There can be cases where you receive a payment in advance from a customer " "that needs to be applied to an invoice later. In order to do this in Odoo, " "it is required to properly link invoices to each other with the " -":guilabel:`CFDI Origin` field." +":guilabel:`CFDI Origin` field. To do so, it is necessary to have the " +":doc:`Sales <../../sales>` app installed." msgstr "" -"Dans certains cas, vous recevez un paiement à l'avance d'un client, qui doit" -" être appliqué à une facture plus tard. Pour ce faire dans Odoo, il est " -"nécessaire de lier correctement les factures entre elles avec le champ " -":guilabel:`Origine CFDI`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:561 -msgid "" -"It is necessary to have the :doc:`Sales ` app " -"installed." -msgstr "" -"L'application :doc:`Ventes ` doit être installée." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:564 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 msgid "" "`The official documentation for registration of down payments in Mexico " "`_." @@ -31327,27 +31446,21 @@ msgstr "" "Mexique " "`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:567 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:597 msgid "" "First, navigate to the :menuselection:`Sales` app to create a product " -"`Anticipo` and configure it: the :guilabel:`Product Type` must be " -":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` `84111506 " -"Servicios de facturación`." +"`Anticipo` and configure it. The :guilabel:`Product Type` must be " +":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` must be: " +"`84111506 Servicios de facturación`." msgstr "" -"Allez d'abord à l'application :menuselection:`Ventes` pour créer un produit " -"`Anticipo` et configurez-le : le :guilabel:`Type de produit` doit être " -":guilabel:`Service`, et la :guilabel:`Catégorie UNSPSC` `84111506 Servicios " -"de facturación`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:601 msgid "" "Then, go to :menuselection:`Sales --> Settings --> Invoicing --> Down " -"Payments` and add the product as the default." +"Payments`, and add the *Anticipo* product as the default." msgstr "" -"Allez ensuite à :menuselection:`Ventes --> Paramètres --> Facturation --> " -"Acomptes` et ajoutez le produit comme le produit par défaut." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 msgid "" "Create a sales order with the total amount, and create a down payment " "(either using a percentage or fixed amount). Then, sign the document, and " @@ -31357,81 +31470,56 @@ msgstr "" "un pourcentage ou un montant fixe). Puis signez le document et " ":guilabel:`enregistrez le paiement`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:577 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:607 msgid "" "When the time comes for the customer to get the final invoice, create it " -"again from the same sales order. In the :guilabel:`Create Invoices` wizard " -"select :guilabel:`Regular Invoice` and uncheck :guilabel:`Deduct down " +"again from the same sales order. In the :guilabel:`Create Invoices` wizard, " +"select :guilabel:`Regular Invoice`, and uncheck :guilabel:`Deduct down " "payments`." msgstr "" -"Lorsque le client doit recevoir la facture finale, créez-le à nouveau depuis" -" la même commande client. Dans l'assistant :guilabel:`Créer factures`, " -"sélectionnez :guilabel:`Facture normale` et décochez l'option " -":guilabel:`Déduire les acomptes`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:581 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:611 msgid "" -"Then, copy the :guilabel:`Fiscal Folio` from the first invoice and paste it " -"into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " -"`07|`. Sign the document." +"Then, copy the :guilabel:`Fiscal Folio` from the first invoice, and paste it" +" into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " +"`07|` before the value. Then, sign the document." msgstr "" -"Copiez ensuite le :guilabel:`Folio fiscal` de la première facture et collez-" -"le dans le champ :guilabel:`Origine CDFI` de la deuxième facture, en " -"ajoutant le préfixe `07|`. Signez le document." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:584 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:615 msgid "" "After this, create a credit note for the first invoice. Copy the " -":guilabel:`Fiscal Folio` from the second invoice and paste it in the " -":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Sign " -"the document." +":guilabel:`Fiscal Folio` from the second invoice, and paste it in the " +":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Then, " +"sign the document." msgstr "" -"Créez ensuite un avoir pour la première facture. Copiez le :guilabel:`Folio " -"fiscal` de la deuxième facture et collez-le dans le champ :guilabel:`Origine" -" CFDI` de l'avoir, en ajoutant le préfixe `07|`. Signez le document." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:619 msgid "" "With this, all electronic documents are linked to each other. The final step" " is to fully pay the new invoice. At the bottom of the new invoice, you can " -"find :guilabel:`Outstanding credits` in the credit note, add it as payment. " -"Finally, register the remaining amount with the :guilabel:`Register Payment`" -" wizard." +"find the credit note in the :guilabel:`Outstanding credits` - add it as " +"payment. Finally, register the remaining amount with the :guilabel:`Register" +" Payment` wizard." msgstr "" -"Tous les documents électroniques sont ainsi liés entre eux. L'étape finale " -"est de payer l'intégralité de la nouvelle facture. Au bas de la nouvelle " -"facture, vous pouvez trouver les :guilabel:`Crédits en circulation` dans " -"l'avoir et les ajouter en tant que paiement. Enfin, enregistrez le montant " -"restant à l'aide de l'assistant :guilabel:`Enregistrer un paiement`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 msgid "External trade" msgstr "Commerce extérieur" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:596 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:627 msgid "" "The external trade is a complement to a regular invoice that adds certain " -"values in both the XML and PDF, according to `SAT regulations " -"`_." +"values in both the XML and PDF, to invoices with a foreign customer " +"according to `SAT regulations " +"`_," +" such as:" msgstr "" -"Le commerce extérieur est un complément à une facture normale qui ajoute " -"certaines factures dans le XML et le PDF, conformément aux `réglementations " -"SAT " -"`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:600 -msgid "" -"This adds certain mandatory fields to invoices with a foreign customer, such" -" as:" -msgstr "" -"Il ajoute plusieurs champs obligatoires aux factures avec un client " -"étranger, tels que :" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:602 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:631 msgid "The specific address of the receiver and the sender" msgstr "L'adresse précise de l'expéditeur et du destinataire" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:603 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:632 msgid "" "The addition of a :guilabel:`Tariff Fraction` that identifies the type of " "product" @@ -31439,15 +31527,13 @@ msgstr "" "L'ajout d'une :guilabel:`Fraction tarifaire` qui identifie le type de " "produit" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 msgid "" "The correct :guilabel:`Incoterm` (International Commercial Terms), among " -"others." +"others (*certificate of origin* and *special units of measure*)." msgstr "" -"L':guilabel:`Incoterm` (International Commercial Terms) correct, entre " -"autres." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:606 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:636 msgid "" "This allows the correct identification of exporters and importers, in " "addition to expanding the description of the merchandise sold." @@ -31455,17 +31541,14 @@ msgstr "" "Cela permet d'identifier correctement les exportateurs et les importateurs, " "en plus d'élargir la description de la marchandise vendue." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:609 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:639 msgid "" -"Since January 1st, 2018, it is a requirement for taxpayers who carry export " -"operations of A1 type. While the current CFDI is 4.0, the external trade is " -"currently on version 1.1" +"Since January 1, 2018, external trade is a requirement for taxpayers, who " +"carry export operations of type A1. While the current CFDI is 4.0, the " +"external trade is currently on version 1.1" msgstr "" -"Depuis le 1 janvier 2018, il s'agit d'une obligation pour les contribuables " -"qui réalisent des opérations d'exportation du type A1. Alors que le CFDI est" -" actuellement en version 4.0, le commerce extérieur est en version 1.1." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:612 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:642 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended` " "and :guilabel:`l10n_mx_edi_extended_40` have to be installed." @@ -31474,65 +31557,51 @@ msgstr "" ":guilabel:`l10n_mx_edi_extended` et :guilabel:`l10n_mx_edi_extended_40` " "doivent être installés." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:616 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 msgid "" -"Before installing, make sure first that your business needs to use this " -"feature. Consult your accountant first if needed before doing any " -"modification." +"Before installing, make sure your business needs to use this feature. " +"Consult your accountant first, if needed, before installing any modules." msgstr "" -"Avant de les installer, assurez-vous que votre entreprise a besoin " -"d'utiliser cette fonctionnalité. Consultez d'abord votre comptable avant " -"d'effectuer n'importe quelle modification." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:655 msgid "" -"While the CFDI 4.0 requirements ask you to add a valid zip code in your " -"contact, the external trade complement adds as a mandatory field the " -":guilabel:`City` and the :guilabel:`State`. All three fields must coincide " -"with the `Official SAT Catalog `_ or you will receive an " -"error." +"To configure your company contact for external trade, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select your " +":guilabel:`Company`. While the CFDI 4.0 requirements ask you to add a valid " +":guilabel:`ZIP` code in your contact, the external trade complement adds the" +" requirement that your :guilabel:`City` and the :guilabel:`State` must also " +"be valid. All three fields must coincide with the `Official SAT Catalog " +"`_, or you will receive an error." msgstr "" -"Alors que les exigences du CFDI 4.0 vous demandent d'ajouter un code postal " -"valide à votre contact, le complément de commerce extérieur vous demander " -"d'ajouter obligatoirement la :guilabel:`Ville` et l':guilabel:`État`. Ces " -"trois champs doivent coïncider avec le `Catalogue SAT officiel `_ ou vous recevez un message d'erreur." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:630 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 msgid "" -"Add the :guilabel:`City` and :guilabel:`State` in the company's contract, " +"Add the :guilabel:`City` and :guilabel:`State` in the company's *contact*, " "not in the company itself. You can find your company's contact in " -":menuselection:`Accounting --> Customers --> Customers`" +":menuselection:`Accounting --> Customers --> Customers`." msgstr "" -"Ajoutez la :guilabel:`Ville` et l':guilabel:`État` dans le contrat de la " -"société, pas dans la société même. Vous pouvez trouver le contrat de votre " -"société en allant à :menuselection:`Comptabilité --> Clients --> Clients`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:634 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:666 msgid "" "The fields :guilabel:`Locality` and :guilabel:`Colony Code` are optional and" " can be added in the company directly in :menuselection:`Settings --> " -"General Settings --> Companies`. These two have to coincide with the data in" -" the SAT." +"General Settings --> Companies`. These two fields have to coincide with the " +"data in the |SAT|." msgstr "" -"Les champs :guilabel:`Localité` et :guilabel:`Code de colonie` sont " -"facultatifs et peuvent être ajoutés directement dans la société en allant " -"aux :menuselection:`Paramètres --> Paramètres généraux --> Sociétés`. Ces " -"informations doivent coïncider avec les données dans le SAT." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Optional External Trade Company fields." -msgstr "Champs facultatifs de l'entreprise de commerce extérieur." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:641 -msgid "" -"The contact data for the foreign receiving client must have the following " -"fields completed to avoid errors:" +msgid "Optional external trade company fields." msgstr "" -"Les coordonnées du client destinataire étranger doivent comporter les champs" -" suivants pour éviter les erreurs :" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:644 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:674 +msgid "" +"To configure the contact data for a foreign receiving client, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select the " +"foreign client's contact. The contact must have the following fields " +"completed to avoid errors:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:678 msgid "" "The entire company :guilabel:`Address`, including a valid :guilabel:`ZIP` " "code and the foreign :guilabel:`Country`." @@ -31540,7 +31609,7 @@ msgstr "" "L':guilabel:`Adresse` complète de la société, y compris un :guilabel:`code " "postal` valide et le :guilabel:`Pays` étranger." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:680 msgid "" "The format of the foreign :guilabel:`VAT` (tax identification number, for " "example: Colombia `123456789-1`)" @@ -31548,7 +31617,7 @@ msgstr "" "Le format du numéro de :guilabel:`TVA` étranger (numéro d'identification " "fiscale, par exemple : Colombie `123456789-1`)" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:648 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:682 msgid "" "In the :guilabel:`MX EDI` tab, you need to address if the customer receives " "goods for a period of time temporarily (:guilabel:`Temporary`) or " @@ -31558,39 +31627,32 @@ msgstr "" "des marchandises pour une période temporaire (:guilabel:`Temporaire`) ou " "permanente (:guilabel:`Définitif`)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:686 msgid "" -"If you create this contact based in another from Mexico, make sure that you " -"delete any information in the field :guilabel:`Fiscal Regime`. Do not use " -":guilabel:`No Tax Breakdown` either." +"If the new contact was created by duplicating another existing contact from " +"Mexico, make sure to delete any carried over information from the " +":guilabel:`Fiscal Regime` field. In addition, do not enable the " +":guilabel:`No Tax Breakdown` option. Selecting this option hides mandatory " +"fields that are required for external trade contact configuration." msgstr "" -"Si vous créez ce contact à partir d'un autre pays que le Mexique, assurez-" -"vous de supprimer toute informations dans le champ :guilabel:`Régime " -"fiscal`. N'utilisez pas non plus l'option :guilabel:`Aucune ventilation des " -"taxes`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Customer fields." -msgstr "Champs obligatoires du client du commerce extérieur." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:658 -msgid "" -"In the resulting XML and PDF, the :guilabel:`VAT` is automatically replaced " -"by the generic VAT for abroad transactions: `XEXX010101000`." +msgid "Required external trade customer fields." msgstr "" -"Dans les fichiers XML et PDF, la :guilabel:`TVA` est automatiquement " -"remplacée par la TVA générique pour les transactions étrangères : " -"`XEXX010101000`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:664 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:696 msgid "" -"All products involved with external trade must fill four fields, two of them" -" exclusive to this feature." +"In the resulting XML and PDF files, the :guilabel:`VAT` is automatically " +"replaced by the generic VAT for abroad transactions: `XEXX010101000`." msgstr "" -"Tous les produits concernés par le commerce extérieur doivent remplir quatre" -" champs, dont deux sont exclusifs à cette fonctionnalité." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:667 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:702 +msgid "" +"All products involved with external trade have four fields that are " +"required, two of them exclusive to external trade." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:705 msgid "" "The :guilabel:`Internal Reference` of the product is in the " ":guilabel:`General Information` tab." @@ -31598,11 +31660,11 @@ msgstr "" "La :guilabel:`Référence interne` du produit se trouve dans l'onglet " ":guilabel:`Informations générales`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:668 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 msgid "The :guilabel:`Weight` of the product must be more than `0`." msgstr "Le :guilabel:`Poids` du produit doit être supérieur à `0`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:669 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:707 msgid "" "The `correct `_" " :guilabel:`Tariff Fraction` of the product in the :guilabel:`Accounting` " @@ -31612,17 +31674,17 @@ msgstr "" ":guilabel:`Faction tarifaire` du produit dans l'onglet " ":guilabel:`Comptabilité`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:671 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:709 msgid "" "The :guilabel:`UMT Aduana` corresponds to the :guilabel:`Tariff Fraction`." msgstr "" "L':guilabel:`UMT Aduana` correspond à la :guilabel:`Fraction tarifaire`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Product fields." -msgstr "Champs obligatoires du produit du commerce extérieur." +msgid "Required external trade product fields." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:677 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:716 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `01`, the correct " ":guilabel:`UMT Aduana` is `kg`." @@ -31630,7 +31692,7 @@ msgstr "" "Si le code UdM de la :guilabel:`Fraction tarifaire` est `01`, " "l':guilabel:`UMT Aduana` correcte est `kg`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:679 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:718 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `06`, the correct " ":guilabel:`UMT Aduana` is `Units`." @@ -31638,55 +31700,43 @@ msgstr "" "Si le code UdM de la :guilabel:`Fraction tarifaire` est `06`, " "l':guilabel:`UMT Aduana` correcte est `Unités`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:683 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 msgid "Invoicing flow" msgstr "Flux de facturation" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:724 msgid "" "Before creating an invoice, it is important to take into account that " "external trade invoices require to convert the amounts of your product into " -"USD. Therefore, we need to have :doc:`multicurrency enabled " -"` and activate " -"USD in the :guilabel:`Currencies` section. The correct :guilabel:`Service` " -"to run is :guilabel:`Mexican Bank`." +"USD. Therefore, :doc:`multicurrency " +"<../accounting/get_started/multi_currency>` **must** be enabled and *USD* " +"**must** be activated in the :guilabel:`Currencies` section. The correct " +":guilabel:`Service` to run is :guilabel:`Mexican Bank`." msgstr "" -"Avant de créer une facture, il faut prendre en compte que les factures de " -"commerce extérieur nécessitent la conversion des montants de votre produit " -"en USD. Par conséquent, vous devez activer la fonctionnalité :doc:`multi-" -"devises ` et la" -" devise USD dans la section :guilabel:`Devises`. Le bon :guilabel:`Service` " -"à exécuter est :guilabel:`Banque mexicaine`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 msgid "" -"With the correct exchange rate set up in :menuselection:`Accounting --> " -"Settings --> Currency`, the only fields left are :guilabel:`Incoterm` and " -":guilabel:`Certificate Source` in the :guilabel:`Other Info` tab. The latter" -" is optional." +"Then, with the correct exchange rate set up in :menuselection:`Accounting " +"--> Settings --> Currency`, the only fields left are :guilabel:`Incoterm` " +"and the optional :guilabel:`Certificate Source` in the :guilabel:`Other " +"Info` tab." msgstr "" -"Avec le taux de change correct établi dans :menuselection:`Comptabilité --> " -"Paramètres --> Devises`, les seuls champs restants sont :guilabel:`Incoterm`" -" et :guilabel:`Source du certificat` dans l'onglet :guilabel:`Autres " -"informations`. Ce dernier champ est facultatif." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "External Trade Other Info." -msgstr "Autres informations du commerce extérieur." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:698 -msgid "" -"Sign the invoice with the same process as a regular one: Press the " -":guilabel:`Process Now` button." +msgid "External trade Other Info tab of a product." msgstr "" -"Signez la facture en suivant le même processus que la facture normale : " -"Cliquez sur le bouton :guilabel:`Traiter maintenant`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:701 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:738 +msgid "" +"Finally, sign the invoice with the same process as a regular invoice, and " +"click the :guilabel:`Process Now` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:742 msgid "Delivery guide" msgstr "Guide de livraison" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:703 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:744 msgid "" "A `Carta Porte `_ is a bill of lading: a document that states the type, quantity, " @@ -31696,28 +31746,21 @@ msgstr "" "porte->`_ est un connaissement : un document qui définit le type, la " "quantité et la destination des marchandises transportées." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:747 msgid "" "On December 1st, 2021, version 2.0 of this CFDI was implemented for all " "transportation providers, intermediaries, and owners of goods. Odoo is able " -"to generate a document type \"T\" (Traslado) which, unlike other documents, " -"is created in a delivery order instead of an invoice or payment." +"to generate a document type \"T\" (Traslado), which, unlike other documents," +" is created in a delivery order instead of an invoice or payment." msgstr "" -"Le 1 décembre 2021, la version 2.0 de ce CFDI a été implémentée pour tous " -"les transporteurs, intermédiaires et propriétaires de marchandises. Odoo est" -" en mesure de générer un type de document \"T\" (Traslado) qui, " -"contrairement à d'autres documents, est créé dans un bon de livraison au " -"lieu d'une facture ou d'un paiement." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:710 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 msgid "" -"Odoo can create XML and PDF files with or without ground transport and can " -"process materials that are treated as *Dangerous Hazards*." +"Odoo can create XML and PDF files with (or without) ground transport, and " +"can process materials that are treated as *Dangerous Hazards*." msgstr "" -"Odoo peut créer des fichiers XML et PDF avec ou sans transport terrestre et " -"peut traiter des matériaux qui sont traités comme des *Risques dangereux*." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:713 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended`, " ":guilabel:`l10n_mx_edi_extended_40`, :guilabel:`l10n_mx_edi_stock` and " @@ -31728,59 +31771,45 @@ msgstr "" ":guilabel:`l10n_mx_edi_stock` et :guilabel:`l10n_mx_edi_stock_40` doivent " "être installés." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:717 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 msgid "" "In addition to this, it is necessary to have the :doc:`Inventory " -"` and :doc:`Sales " -"` apps configured." +"<../../inventory_and_mrp/inventory>` and :doc:`Sales <../../sales/sales>` " +"apps installed, as well." msgstr "" -"En outre, les applications :doc:`Inventaire " -"` et :doc:`Ventes " -"` doivent être configurées." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 msgid "" -"Odoo does not support Carta Porte type \"I\" (Ingreso), air, or marine " -"transport. Consult your accountant first if this feature is needed before " -"doing any modifications." +"Odoo does not support Carta Porte type document type \"I\" (Ingreso), air, " +"or marine transport. Consult your accountant first if this feature is needed" +" before doing any modifications." msgstr "" -"Odoo ne prend pas en charge la Carta Porte de type \"I\" (Ingreso), le " -"transport aérien ou maritime. Consultez d'abord votre comptable si vous avez" -" besoin de cette fonctionnalité avant d'effectuer quelconque modification." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:728 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:768 msgid "Odoo manages two different types of CFDI:" msgstr "Odoo gère deux différents types de CFDI :" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:770 msgid "" -"**No Federal Highways**: It is used when the *Distance to Destination* is " -"`less than 30 KM " +"**No Federal Highways**: Is used when the *Distance to Destination* is `less" +" than 30 KM " "`_." msgstr "" -"**Pas d'autoroutes fédérales** : Il est utilisé lorsque la *Distance vers la" -" destination* est `inférieure à 30 KM " -"`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:732 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:772 msgid "" -"**Federal Transport**: It is used when the *Distance to Destination* exceeds" -" 30 KM." +"**Federal Transport**: Is used when the *Distance to Destination* exceeds 30" +" KM." msgstr "" -"**Transport fédéral** : Il est utilisé lorsque la *Distance vers la " -"destination* est supérieure à 30 KM." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:734 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:774 msgid "" -"Other than the standard requirements of regular invoicing (The RFC of the " -"customer, the UNSPSC code...), if you are using *No Federal Highways*, no " -"external configuration is needed." +"Other than the standard requirements of regular invoicing (The |RFC| of the " +"customer, the UNSPSC code, etc.), if you are using *No Federal Highways*, no" +" external configuration is needed." msgstr "" -"Outre les exigences standards de la facturation normale (le RFC du client, " -"le code UNSPSC...), aucune configuration externe n'est nécessaire si vous " -"utilisez *Pas d'autoroutes fédérales*." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:737 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:777 msgid "" "For *Federal Transport*, several configurations have to be added to " "contacts, vehicle setups, and products. Those configurations are added to " @@ -31790,29 +31819,27 @@ msgstr "" "être ajoutées aux contacts, aux configurations de véhicules et aux produits." " Ces configurations sont ajoutées aux fichiers XML et PDF." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:781 msgid "Contacts and vehicles" msgstr "Contacts et véhicules" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:743 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:783 msgid "" -"Like with the external trade feature, the address in both your company and " -"your final customer has to be complete. The zip code, city, and state must " -"coincide with the `Official SAT Catalog `_" +"Like the external trade feature, the :guilabel:`Address` in both the company" +" and the final customer must be complete. The :guilabel:`ZIP` code, " +":guilabel:`City`, and :guilabel:`State` must coincide with the `Official SAT" +" Catalog for Carta Porte _`." msgstr "" -"Comme pour le commerce extérieur, l'adresse de votre société et de votre " -"client final doit être complète. Le code postal, la ville et l'état doivent " -"coïncider avec le `Catalogue SAT officiel `_" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:748 -msgid "The field :guilabel:`Locality` is optional for both addresses." -msgstr "Le champ :guilabel:`Localité` est facultatif pour les deux adresses." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:788 +msgid "The field, :guilabel:`Locality`, is optional for both addresses." +msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Contacts." -msgstr "Contacts du guide de livraison" +msgid "Delivery guide contact configuration." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:795 msgid "" "The origin address used for the delivery guide is set in " ":menuselection:`Inventory --> Configuration --> Warehouses Management --> " @@ -31825,7 +31852,7 @@ msgstr "" "défaut, vous pouvez la modifier en fonction de l'adresse correcte de votre " "entrepôt." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:799 msgid "" "Another addition to this feature is the :guilabel:`Vehicle Setups` menu " "found in :menuselection:`Inventory --> Settings --> Mexico`. This menu lets " @@ -31838,38 +31865,36 @@ msgstr "" "d'ajouter toutes les informations relatives au véhicule utilisé pour le bon " "de livraison." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:803 msgid "All fields are mandatory to create a correct delivery guide." msgstr "" "Tous les champs sont obligatoires pour créer un guide de livraison correct." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:806 +msgid "" +"The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, " +"must contain between 5 to 7 characters." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:809 +msgid "" +"In the :guilabel:`Intermediaries` section, you must add the operator of the " +"vehicle. The only mandatory fields for this contact are the :guilabel:`VAT` " +"and :guilabel:`Operator Licence`." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Vehicle Configurations required fields." +msgid "Delivery guide vehicle configuration." msgstr "" -"Les champs requis de la configuration du véhicule dans le guide de " -"livraison." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:767 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:819 msgid "" -"In the :guilabel:`Intermediaries` section, you need to add the operator of " -"the vehicle. The only mandatory fields for this contact are the " -":guilabel:`VAT` and :guilabel:`Operator Licence`." -msgstr "" -"Dans la section :guilabel:`Intermédiaires`, vous devez ajouter l'opérateur " -"du véhicule. Les seuls champs obligatoires pour ce contact sont la " -":guilabel:`TVA` et la :guilabel:`Licence de l'opérateur`." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:773 -msgid "" -"Like with regular invoicing, all products must have a :guilabel:`UNSPSC " +"Similar to regular invoicing, all products must have a :guilabel:`UNSPSC " "category`. In addition to this, there are two extra configurations for " "products involved in delivery guides:" msgstr "" -"Comme pour les factures normales, tous les produits doivent avoir une " -":guilabel:`catégorie UNSPSC`. En outre, il existe deux configurations " -"supplémentaires pour les produits concernés par les guides de livraison :" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:776 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 msgid "" "The :guilabel:`Product Type` must be set as :guilabel:`Storable Product` for" " stock movements to be created." @@ -31877,54 +31902,51 @@ msgstr "" "Le :guilabel:`Type de produit` doit être défini sur :guilabel:`Produit " "stockable` pour que les mouvements de stock puissent être créés." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:778 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 msgid "" "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` should have " -"more than 0." +"more than `0`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +msgid "" +"Creating a delivery guide of a product with the value `0` will trigger an " +"error. As the :guilabel:`Weight` has been already stored in the delivery " +"order, it is needed to return the products, and create the delivery order " +"(and delivery guide) again with the correct amounts." msgstr "" -"Dans l'onglet :guilabel:`Inventaire`, le champ :guilabel:`Poids` doit être " -"supérieur à 0." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Product Configurations." -msgstr "Configurations des produits des guides de livraison." +msgid "Delivery guide product configuration." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:784 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 msgid "Sales and inventory flow" msgstr "Flux de vente et d'inventaire" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:786 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:838 msgid "" "To create a delivery guide, first, you need to create and confirm a sales " -"order. This generates a :guilabel:`Delivery` smart button. Press it and " -":guilabel:`Validate` the transfer." +"order from :menuselection:`Sales --> Sales Order`. This generates a " +":guilabel:`Delivery` smart button. Click it, and :guilabel:`Validate` the " +"transfer." msgstr "" -"Pour créer un guide de livraison, vous devez d'abord créer et confirmer une " -"commande client. Cette commande génère un bouton intelligent " -":guilabel:`Livraison`. Cliquez dessus et :guilabel:`validez` le transfert." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:789 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 msgid "" -"After the status is set to :guilabel:`Done`, you can edit the transfer and " +"After the status is set to :guilabel:`Done`, you can edit the transfer, and " "select the :guilabel:`Transport Type` (either :guilabel:`No Federal " "Highways` or :guilabel:`Federal Transport`)." msgstr "" -"Une fois que le statut est défini sur :guilabel:`Fait`, vous pouvez modifier" -" le transfert et sélectionner le :guilabel:`Type de transport` (soit " -":guilabel:`Aucune autoroute fédérale` ou :guilabel:`Transport fédéral`)." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:793 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:846 msgid "" "If your delivery guide has the type :guilabel:`No Federal Highways`, you can" -" save the transfer and then press :guilabel:`Generate Delivery Guide`. The " +" save the transfer, and then click :guilabel:`Generate Delivery Guide`. The " "resulting XML can be found in the chatter." msgstr "" -"Si votre guide de livraison a le type :guilabel:`Pas d'autoroutes " -"fédérales`, vous pouvez enregistrer le transfert et cliquez sur " -":guilabel:`Générer le guide de livraison`. Le fichier XML résultant se " -"trouve dans le chatter." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:797 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:850 msgid "" "Other than the :guilabel:`UNSPSC` in all products, delivery guides that use " ":guilabel:`No Federal Highways` do not require any special configuration to " @@ -31934,114 +31956,85 @@ msgstr "" "livraison qui utilisent :guilabel:`Pas d'autoroutes fédérales` ne " "nécessitent aucune configuration spéciale pour être envoyés au gouvernement." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:800 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:853 msgid "" -"If your delivery guide has the type :guilabel:`Federal Transport`, the tab " -":guilabel:`MX EDI` appears. In there, write a value in :guilabel:`Distance " -"to Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle " -"Setup` used for this delivery." +"If your delivery guide has the type, :guilabel:`Federal Transport`, the tab " +":guilabel:`MX EDI` appears. There, enter a value in :guilabel:`Distance to " +"Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle Setup` " +"used for this delivery." msgstr "" -"Si votre guide de livraison a le type :guilabel:`Transport fédéral`, " -"l'onglet :guilabel:`EDI MX` apparaît. Saisissez une valeur dans le champ " -":guilabel:`Distance vers la destination (KM)` supérieure à `0`, et " -"sélectionnez la :guilabel:`Configuration du véhicule` utilisée pour cette " -"livraison." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide MX EDI tab configuration." -msgstr "Configuration de l'onglet EDI MX du guide de livraison." +msgid "Delivery guide MX EDI tab configuration." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:808 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 msgid "Dangerous hazards" msgstr "Dangers" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:810 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 msgid "" "Certain values in the :guilabel:`UNSPSC Category` are considered in the " "`official SAT catalog " "`_" -" as dangerous hazards. These categories need additional considerations when " -"creating a delivery guide with :guilabel:`Federal Transport`." +" as *dangerous hazards*. These categories need additional considerations " +"when creating a delivery guide with :guilabel:`Federal Transport`." msgstr "" -"Certaines valeurs dans la :guilabel:`Catégorie UNSPSC` sont considérées dans" -" le `catalogue SAT officiel " -"`_" -" comme des risques dangereux. Ces catégories nécessitent des considérations " -"supplémentaires lors de la création d'un guide de livraison avec " -":guilabel:`Transport fédéral`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:815 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:869 msgid "" -"In the product, the fields :guilabel:`Hazardous Material Designation Code " -"(MX)` and :guilabel:`Hazardous Packaging (MX)` must be filled with the " -"correct code from the |SAT| catalog." +"First, select your product from :menuselection:`Inventory --> Products --> " +"Products`. Then, in the :guilabel:`Accounting` tab, the fields " +":guilabel:`Hazardous Material Designation Code (MX)` and " +":guilabel:`Hazardous Packaging (MX)` must be filled with the correct code " +"from the |SAT| catalog." msgstr "" -"Dans le produit, les champs :guilabel:`Code de désignation des matières " -"dangereuses (MX)` et :guilabel:`Conditionnement dangereux (MX)` doivent être" -" remplis avec le code correct du catalogue |SAT|." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:818 -msgid "" -"In the vehicle setup, the data from the :guilabel:`Environment Insurer` and " -":guilabel:`Environment Insurance Policy` has to be filed too." -msgstr "" -"Dans la configuration du véhicule, les données de l':guilabel:`Assureur " -"environnement` et de la :guilabel:`Politique d'assurance environnement` " -"doivent également être complétées." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide environment required fields." -msgstr "Champs obligatoires du guide de livraison pour l'environnement." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 -msgid "" -"After this, continue with the regular process to create a delivery guide." +msgid "Delivery guide hazardous material product required fields." msgstr "" -"Ensuite, poursuivez le processus normal de création d'un guide de livraison." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:877 +msgid "" +"In :menuselection:`Inventory --> Settings --> Mexico --> Vehicle Setup`, the" +" data from the :guilabel:`Environment Insurer` and :guilabel:`Environment " +"Insurance Policy` has to be filed, as well. After this, continue with the " +"regular process to create a delivery guide." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Delivery Guide environment insurer required fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 msgid "Customs numbers" msgstr "Numéros de douane" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:829 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:888 msgid "" "A *customs declaration* (Pedimento Aduanero) is a fiscal document that " "certifies that all contributions to the fiscal entity (the |SAT|) has been " -"paid, for the import/export of goods." +"paid for, including the import/export of goods." msgstr "" -"Une *déclaration en douane* (Pedimento Aduanero) est un document fiscal " -"certifiant que toutes les contributions à l’entité fiscale (le |SAT|) ont " -"été réglées pour l'importation/l'exportation des biens." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:832 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 msgid "" "According to the `Annex 20 " "`_ of CFDI" " 4.0, in documents where the invoiced goods come from a first-hand import " -"operation, the field :guilabel:`Customs Number` needs to be added to all " +"operation, the field, :guilabel:`Customs Number`, needs to be added to all " "lines of products involved with the operation." msgstr "" -"Conformément à l'`Annexe 20 " -"`_ du CFDI" -" 4.0, dans les documents où les biens facturés proviennent d'une opération " -"d'importation de première main, le champ :guilabel:`Numéro de douane` doit " -"être ajouté à toutes les lignes de produits concernées par l'opération." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:896 msgid "" -"For this, the module :guilabel:`l10n_mx_edi_landing` has to be installed, in" -" addition to the :doc:`Inventory " -"`, :doc:`Purchase " -"` and :doc:`Sales " -"` apps configured." +"To do so, the module :guilabel:`l10n_mx_edi_landing` must be installed, in " +"addition to the :doc:`Inventory <../../inventory_and_mrp/inventory>`, " +":doc:`Purchase <../../inventory_and_mrp/purchase>` and :doc:`Sales " +"<../../sales/sales>` apps." msgstr "" -"Pour cela, le module :guilabel:`l10n_mx_edi_landing` doit être installé et " -"les applications :doc:`Inventaire " -"`, :doc:`Achats " -"` et :doc:`Ventes " -"` doivent être configurées." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:901 msgid "" "Do not confuse this feature with external trade. The customs numbers are " "directly related to importing goods, while the external trade complement is " @@ -32054,61 +32047,50 @@ msgstr "" "d'abord votre comptable si vous avez besoin de cette fonctionnalité avant " "d'effectuer des modifications." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:849 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:908 msgid "" "In order to track the correct customs number for a specific invoice, Odoo " "uses :doc:`landed costs " -"`." +"<../../inventory_and_mrp/inventory/management/reporting/integrating_landed_costs>`." " Go to :menuselection:`Inventory --> Configuration --> Settings --> " -"Valuation`. Make sure that :guilabel:`Landed Costs` is activated." +"Valuation`, and make sure that the :guilabel:`Landed Costs` feature is " +"activated." msgstr "" -"Afin de suivre le numéro de douane correct pour une facture spécifique, Odoo" -" utilise des :doc:`coûts logistiques " -"`." -" Allez à :menuselection:`Inventaire --> Configuration --> Paramètres --> " -"Valorisation`. Veillez à ce que la fonctionnalité :guilabel:`Coûts " -"logistiques` est activée." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:854 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 msgid "" -"First, a *service*-type product called `Pedimento` has to be created. In the" -" :guilabel:`Purchase` tab, check :guilabel:`Is a Landed Cost` and select a " -":guilabel:`Default Split Method`." +"Begin by creating a *service*-type product called, `Pedimento`. In the " +":guilabel:`Purchase` tab, activate :guilabel:`Is a Landed Cost`, and select " +"a :guilabel:`Default Split Method`." msgstr "" -"Vous devez d'abord créer un produit de type *service* intitulé `Pedimento`. " -"Dans l'onglet :guilabel:`Achats`, cochez :guilabel:`Est un coût logistique` " -"et sélectionnez une :guilabel:`Méthode de répartition par défaut`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:857 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 msgid "" -"After this, we need to configure the *storable products* that holds the " -"customs numbers. We need to make sure that the product category has the " -"following configuration:" +"Then, configure the *storable products* that hold the customs numbers. To do" +" so, create the storable products, and make sure the :guilabel:`Product " +"Category` has the following configuration." msgstr "" -"Ensuite, vous devez configurer les *produits stockables* qui conviennent les" -" numéros de douane. Assurez-vous que la catégorie de produits est configurée" -" comme suit :" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:860 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 msgid "" ":guilabel:`Costing Method`: Either :guilabel:`FIFO` or :guilabel:`AVCO`" msgstr ":guilabel:`Méthode de coût` : :guilabel:`FIFO` ou :guilabel:`AVCO`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:861 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:920 msgid ":guilabel:`Inventory Valuation`: :guilabel:`Automated`" msgstr ":guilabel:`Valorisation des stocks` : :guilabel:`Automatisée`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:921 msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventario`" msgstr "" ":guilabel:`Compte de valorisation des stocks` : :guilabel:`115.01.01 " "Inventario`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:863 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 msgid ":guilabel:`Stock Journal`: :guilabel:`Inventory Valuation`" msgstr ":guilabel:`Journal des stocks` : :guilabel:`Valorisation des stocks`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:923 msgid "" ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" @@ -32116,7 +32098,7 @@ msgstr "" ":guilabel:`Compte d'entrée en stock` : :guilabel:`115.05.01 Mercancías en " "tránsito`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:865 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 msgid "" ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" @@ -32125,37 +32107,39 @@ msgstr "" "tránsito`" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Storable products configurations." -msgstr "Configurations des produits stockables." +msgid "Storable products general configuration." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:871 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Storable product category configuration." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:935 msgid "Purchase and sales flow" msgstr "Flux d'achats et de ventes" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:873 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 msgid "" -"Create a :guilabel:`Purchase Order`, and confirm the order. This should " -"trigger a :guilabel:`Receipt` smart button. Validate the receipt too." +"After you configure your product, follow the standard :doc:`purchase flow " +"<../../inventory_and_mrp/purchase>`." msgstr "" -"Créez un :guilabel:`Bon de commande`, et confirmez-le. Cela devrait " -"déclencher un bouton intelligent :guilabel:`Réception`. Validez également la" -" réception." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs Number Purchase." -msgstr "Numéro de douane de l'achat." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:879 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:940 msgid "" -"Go to :menuselection:`Inventory --> Operations --> Landed Costs` and create " -"a new record. Add the transfer that you just created, and both the product " -"`Pedimento` and :guilabel:`Customs number`." +"Create a purchase order from :menuselection:`Purchase --> Orders --> " +"Purchase Order`. Then, confirm the order to display a :guilabel:`Receipt` " +"smart button. Click on the :guilabel:`Receipt` smart button to " +":guilabel:`Validate` the receipt." msgstr "" -"Allez à :menuselection:`Inventaire --> Opérations --> Coûts logistiques` et " -"créez un nouvel enregistrement. Ajoutez le transport que vous venez de " -"créer, le produit `Pedimento` et le :guilabel:`Numéro de douane`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:882 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:944 +msgid "" +"Go to :menuselection:`Inventory --> Operations --> Landed Costs`, and create" +" a new record. Add the transfer that you just created, and both: the product" +" `Pedimento` and :guilabel:`Customs number`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 msgid "" "Optionally, you can add a cost amount. After this, validate the landed cost." " Once :guilabel:`Posted`, all products related to that receipt have the " @@ -32165,82 +32149,69 @@ msgstr "" " le coût logistique. Une fois :guilabel:`enregistré`, le numéro de douane " "est attribué à tous les produits liés à cette réception." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:951 msgid "" -"You can only add the Pedimentos number once, so be careful when associating " -"the correct number with the transfer(s)." +"You can only add the *Pedimentos* number **once**, so be careful when " +"associating the correct number with the transfer(s)." msgstr "" -"Vous ne pouvez ajouter le numéro de Pedimentos qu'une seule fois, donc " -"faites attention et associez le bon numéro au(x) transfert(s)." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs number Inventory." -msgstr "Numéro de douane de l'inventaire." +msgid "Customs number on a landed costs Inventory record." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:958 msgid "" -"Now, create a sales order and confirm it. This should trigger a " +"Now, create a sales order, and confirm it. This should trigger a " ":guilabel:`Delivery` smart button. Validate it." msgstr "" -"Créez à présent une commande client et confirmez-la. Cela devrait déclencher" -" un bouton intelligent :guilabel:`Livraison`. Validez-la." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:895 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:961 msgid "" -"Finally, create an invoice from the sales order and confirm it. The invoice " -"line related to your product has a customs number in it." +"Finally, create an invoice from the sales order, and confirm it. The invoice" +" line related to your product has a customs number in it. This number should" +" match the customs number added in the *Landed Costs* record you created " +"earlier." msgstr "" -"Créez enfin une facture à partir de la commande client et confirmez-la. La " -"ligne de facture liée à votre produit contient un numéro de douane." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Customs number on confirmed sales order product." msgstr "Numéro de douane sur un produit d'une commande confirmée." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:902 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:970 msgid "Electronic accounting" msgstr "Comptabilité électronique" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:904 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:972 msgid "" "For Mexico, `Electronic Accounting " "`_ refers to the obligation to keep accounting records and " -"entries through electronic means and to enter accounting information on a " -"monthly basis through the SAT's website." +"entries through electronic means, and to enter accounting information on a " +"monthly basis, through the |SAT| website." msgstr "" -"Pour le Mexique, la `Comptabilité électronique " -"`_ fait référence à l'obligation de tenir les registres et les " -"pièces comptables par des moyens électroniques et de saisir les informations" -" comptables sur une base mensuelle par le biais du site web du SAT." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:909 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:977 msgid "It consists of three main XML files:" msgstr "Elle se compose de trois fichiers XML principaux :" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:911 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:979 msgid "" "The updated list of the chart of accounts that you are currently using." msgstr "La liste actualisée du plan comptable que vous utilisez actuellement." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:912 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:980 msgid "" -"A monthly trial balance, plus a closing entry report also known as *Trial " +"A monthly trial balance, plus a closing entry report, also known as: *Trial " "Balance Month 13*." msgstr "" -"Une balance générale mensuelle, ainsi qu'un rapport d'écriture de clôture " -"également appelé *Balance générale du 13e mois*." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 msgid "" -"Either optional or for a compulsory audit, an export of the journal entries " -"in your general ledger." +"Either optional, or for a compulsory audit, an export of the journal entries" +" in your general ledger." msgstr "" -"Une exportation des pièces comptables dans votre grand livre, soit " -"facultative, soit pour un audit obligatoire." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 msgid "" "The resulting XML files follow the requirements of the `Anexo Técnico de " "Contabilidad Electrónica 1.3 " @@ -32250,42 +32221,30 @@ msgstr "" " de Contabilidad Electrónica 1.3 " "`_." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:987 msgid "" "In addition to this, you can generate the `DIOT " "`_: A report of vendor's " -"journal entries that involves IVA taxes that can be exported in :file:`.txt`" -" file." +"journal entries that involve IVA taxes that can be exported in a " +":file:`.txt` file." msgstr "" -"En outre, vous pouvez générer la `DIOT " -"`_ : Un rapport des pièces " -"comptables du fournisseur qui impliquent des taxes IVA, qui peut être " -"exporté dans un fichier :file:`.txt`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:992 msgid "" "In order to use these reports, the modules :guilabel:`l10n_mx_reports`, " ":guilabel:`l10n_mx_reports_closing`, :guilabel:`l10n_mx_xml_polizas` and " ":guilabel:`l10n_mx_xml_polizas_edi` have to be installed, as well as the " -":doc:`Accounting `." +":doc:`Accounting <../accounting/get_started>`." msgstr "" -"Pour pouvoir utiliser ces rapports, les modules :guilabel:`l10n_mx_reports`," -" :guilabel:`l10n_mx_reports_closing`, :guilabel:`l10n_mx_xml_polizas` et " -":guilabel:`l10n_mx_xml_polizas_edi` doivent être installés, ainsi que " -"l'application :doc:`Comptabilité " -"`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:929 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 msgid "" -"You can find all of those reports in :menuselection:`Accounting --> " -"Reporting --> Mexico`." +"You can find the *Chart of accounts*, *Trial Balance Month 13*, and *DIOT* " +"reports in :menuselection:`Accounting --> Reporting --> Mexico`." msgstr "" -"Vous trouverez tous ces rapports dans :menuselection:`Comptabilité --> " -"Rapports --> Mexique`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 msgid "" "The specific characteristics and obligations of the reports that you send " "might change according to your fiscal regime. Always contact your accountant" @@ -32296,56 +32255,39 @@ msgstr "" "toujours votre comptable avant d'envoyer quelconque document au " "gouvernement." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 -msgid "Catálogo de cuentas (chart of accounts)" -msgstr "Catálogo de cuentas (plan comptable)" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:939 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 msgid "" -"The :doc:`chart of accounts " -"` in México " -"follows a specific pattern based in SAT's `Código agrupador de cuentas " +"The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` " +"in México follows a specific pattern based on |SAT|'s' `Código agrupador de " +"cuentas " "`_." msgstr "" -"Le :doc:`plan comptable " -"` au Mexique" -" suit un modèle spécifique basé sur le `Código agrupador de cuentas " -"`_" -" du SAT." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:943 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1014 msgid "" -"You can create any account as long as it respects |SAT|'s encoding group, " -"This pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." +"You can create any account, as long as it respects |SAT|'s encoding group: " +"the pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." msgstr "" -"Vous pouvez créer n'importe quel compte à condition qu'il respecte le groupe" -" d'encodage du |SAT|. Ce modèle est `NNN.YY.ZZ` ou `NNN.YY.ZZZ`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 msgid "Some examples are `102.01.99` or `401.01.001`." msgstr "Voici quelques exemples : `102.01.99` ou `401.01.001`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:949 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1020 msgid "" -"When you create a new account in :menuselection:`Accounting --> " -"Configuration --> Chart of Accounts`, if you follow this pattern, you get " -"the correct grouping code in :guilabel:`Tags`, and your account appears in " -"the COA report." +"When a new account is created in :menuselection:`Accounting --> " +"Configuration --> Chart of Accounts`, with the |SAT| encoding group pattern," +" the correct grouping code appears in :guilabel:`Tags`, and your account " +"appears in the *COA* report." msgstr "" -"Lorsque vous créez un nouveau compte dans :menuselection:`Comptabilité --> " -"Configuration --> Plan comptable`, si vous suivez ce modèle, vous obtenez le" -" bon code de regroupement dans :guilabel:`Étiquettes`, et votre compte " -"apparaît dans le plan comptable." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:953 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 msgid "" -"Once you created all your accounts, and made sure that you put the correct " -":guilabel:`Tags` in them." +"Once you create all your accounts, make sure the correct :guilabel:`Tags` " +"are added." msgstr "" -"Une fois que vous avez créé tous vos comptes, assurez-vous que vous avez " -"saisi les bonnes :guilabel:`Étiquettes`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:956 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1027 msgid "" "You cannot use any pattern that ends a section with a 0 (such as " "`100.01.01`, `301.00.003` or `604.77.00`). This triggers errors in the " @@ -32355,48 +32297,38 @@ msgstr "" "(comme `100.01.01`, `301.00.003` ou `604.77.00`). Ceci génère des erreurs " "dans le rapport." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:959 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1030 msgid "" -"Once all is set up, you can go to :menuselection:`Accounting --> Reporting " -"--> Mexico --> COA` and press the button :guilabel:`SAT (XML)`." +"Once everything is set up, you can go to :menuselection:`Accounting --> " +"Reporting --> Mexico --> COA`, and click the :guilabel:`SAT (XML)` button to" +" generate an XML file containing all of your accounts, which will be ready " +"to upload to the |SAT| website." msgstr "" -"Une fois que tout est configuré, allez à :menuselection:`Comptabilité --> " -"Rapports --> Mexique --> Plan comptable` et cliquez sur le bouton " -":guilabel:`SAT (XML)`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:963 -msgid "Balanza de comprobación (trial balance)" -msgstr "Balanza de comprobación (balance générale)" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:965 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 msgid "" "The trial balance reports the initial balance, credit, and total balance of " -"your accounts, provided that you added their correct encoding group." +"your accounts, provided that you added their correct :ref:`encoding group " +"`." msgstr "" -"La balance générale indique le solde initial, le crédit et le solde total de" -" vos comptes, à condition que vous ayez ajouté le bon groupe d'encodage." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:968 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1040 msgid "" -"This report can be generated monthly, and an XML file version is created if " -"you go to :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance` and press the button :guilabel:`SAT (XML)`. Select the month you " -"want to download beforehand." +"This report can be generated monthly, and a corresponding XML file is " +"created, if you go to :menuselection:`Accounting --> Reporting --> Mexico " +"--> Trial Balance`, and click the :guilabel:`SAT (XML)` button. Select the " +"month you want to download beforehand." msgstr "" -"Ce rapport peut être généré chaque mois et un fichier XML est créé en allant" -" à :menuselection:`Comptabilité --> Rapports --> Mexique --> Balance " -"générale` et en cliquant sur le bouton :guilabel:`SAT (XML)`. Sélectionnez " -"le mois que vous voulez télécharger préalablement." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Report." -msgstr "Balance générale." +msgid "Trial balance report." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:976 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1049 msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." msgstr "Odoo ne génère pas la *Balanza de Comprobación Complementaria*." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:978 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1051 msgid "" "An additional report is the *Month 13*: a closing balance sheet that shows " "any adjustments or movements made in the accounting to close the year." @@ -32405,100 +32337,80 @@ msgstr "" " tous les ajustements ou mouvements effectués dans la comptabilité pour " "clôturer l'exercice." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1054 msgid "" -"In order to be able to generate this XML document, you have to go to " -":menuselection:`Accounting --> Accounting --> Miscellaneous --> Journal " -"Entries` and create a new document. Here, you can add all amounts that you " -"want to modify, and you can balance the debit and/or credit of each one." +"To generate this XML document, navigate to :menuselection:`Accounting --> " +"Accounting --> Miscellaneous --> Journal Entries`, and create a new " +"document. Here, add all amounts to modify, and balance the debit and/or " +"credit of each one." msgstr "" -"Afin de pouvoir générer ce document XML, vous devez aller à " -":menuselection:`Comptabilité --> Comptabilité --> Divers --> Pièces " -"comptables` et créer un nouveau document. Ici, vous pouvez ajouter tous les " -"montants que vous souhaitez modifier et vous pouvez équilibrer le débit " -"et/ou le crédit de chacun d'entre eux." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:985 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1058 msgid "" -"After this is done, press :guilabel:`Mark as Closing Entry`, and the report " +"After this is done, click :guilabel:`Mark as Closing Entry`, and the report " "found in :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance Month 13` contains the total amount of the year, plus all the " +"Balance Month 13`, contains the total amount of the year, plus all the " "additions of the journal entry." msgstr "" -"Lorsque vous avez terminé, cliquez sur :guilabel:`Marquer comme écriture de " -"clôture`, et le rapport trouvé dans :menuselection:`Comptabilité --> " -"Rapports --> Mexique --> Balance générale du 13e mois` contient le montant " -"total de l'exercice, plus tous les ajouts de la pièce comptable." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:989 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1062 msgid "" -"You can generate the XML file by pressing the button :guilabel:`SAT (XML)`." +"The XML file is generated by pressing the :guilabel:`SAT (XML)` button." msgstr "" -"Vous pouvez générer le fichier XML en cliquant sur le bouton :guilabel:`SAT " -"(XML)`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Month 13 Setup." -msgstr "Configuration de la Balance générale du 13e mois." +msgid "Trial Balance Month 13 setup." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:995 -msgid "Pólizas (general ledger)" -msgstr "Pólizas (grand livre)" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Trial Balance Month 13 report." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1075 msgid "" -"By law, all transactions in Mexico must be recorded digitally. Because Odoo " +"By law, all transactions in Mexico must be recorded digitally. Since Odoo " "automatically creates all the underlying journal entries of your invoicing " -"and payments, you can export your journal entries to comply with SAT's " -"audits or tax refunds." +"and payments, you can export your journal entries to comply with |SAT|'s " +"audits and/or tax refunds." msgstr "" -"En vertu de la loi, toutes les transactions au Mexique doivent être " -"enregistrées numériquement. Étant donné qu'Odoo crée automatiquement toutes " -"les pièces comptables sous-jacentes de votre facturation et de vos " -"paiements, vous pouvez exporter vos pièces comptables pour vous confirmer " -"aux audits du SAT ou aux remboursements d'impôts." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1080 msgid "" -"This XML file is created in :menuselection:`Accounting --> Reporting --> " -"Audit Reports --> General Ledger`." +"You can filter by period, or by journal, according to your current needs." msgstr "" -"Ce fichier XML est créé dans :menuselection:`Comptabilité --> Rapports --> " -"Rapports d'audit --> Grand livre`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1005 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 msgid "" -"You can filter by period or by journal, according to your current needs." +"To create the XML, go to :menuselection:`Accounting --> Reporting --> Audit " +"Reports --> General Ledger`, and click :guilabel:`XML (Polizas)`. Here, you " +"can select between four types of :guilabel:`Export` types:" msgstr "" -"Vous pouvez filtrer par période ou par journal, en fonction de vos besoins " -"du moment." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1007 -msgid "" -"After you press :guilabel:`XML (Polizas)`, a wizard appears. In here, you " -"can select between four types of :guilabel:`Export type`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1086 +msgid ":guilabel:`Tax audit`" msgstr "" -"Après avoir cliqué sur :guilabel:`XML (Polizas)`, un assistant s'ouvre. Vous" -" pouvez alors choisir entre quatre :guilabel:`Types d'exportation`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1087 +msgid ":guilabel:`Audit certification`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1088 +msgid ":guilabel:`Return of goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1089 +msgid ":guilabel:`Compensation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1091 msgid "" -"For :guilabel:`Tax audit` or :guilabel:`Audit certification`, you need to " -"write the :guilabel:`Order Number` provided by the |SAT| for " -":guilabel:`Return of goods` or :guilabel:`Compensation`, you need to write " +"For :guilabel:`Tax audit`, or :guilabel:`Audit certification`, you need to " +"write the :guilabel:`Order Number` provided by the |SAT|. For " +":guilabel:`Return of goods`, or :guilabel:`Compensation`, you need to write " "your :guilabel:`Process Number`, also provided by the |SAT|." msgstr "" -"Pour un :guilabel:`Audit fiscal` ou une :guilabel:`certification d'audit`, " -"vous devez saisir le :guilabel:`Numéro d'ordre` fourni par le |SAT|. Pour le" -" :guilabel:`Retour de marchandises` ou la :guilabel:`Compensation`, vous " -"devez saisir votre :guilabel:`Numéro de traitement`, également fourni par le" -" |SAT|." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Types of Polizas." -msgstr "Types de Polizas." - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1097 msgid "" "If you want to see this report without sending it, use `ABC6987654/99` for " ":guilabel:`Order Number` and `AB123451234512` for :guilabel:`Process " @@ -32508,78 +32420,61 @@ msgstr "" " pour le :guilabel:`Numéro d'ordre` et `AB123451234512` pour le " ":guilabel:`Numéro de traitement`." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1022 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1101 msgid "DIOT report" msgstr "Rapport DIOT" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1103 msgid "" "The DIOT (Declaración Informativa de Operaciones con Terceros / *Informative" " Declaration of Operations with Third Parties*) is an additional obligation " -"with the |SAT|, where we give the current status of our creditable and non-" -"creditable payments, withholdings and refunds of VAT from your vendor bills." +"with the |SAT|, where the current status of creditable and non-creditable " +"payments, withholdings, and refunds of VAT from your vendor bills, are " +"provided to the |SAT|." msgstr "" -"La DIOT (Declaración Informativa de Operaciones con Terceros / *Déclaration " -"informative d'opérations avec des tiers*) est une obligation supplémentaire " -"avec le |SAT|, où nous fournissons le statut actuel de nos paiements " -"créditeurs et non créditeurs, des retenues et des remboursements de la TVA à" -" partir de vos factures fournisseurs." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1029 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1108 msgid "" -"Unlike other reports, this is uploaded to a software provided by the |SAT| " -"that contains the A-29 form. In Odoo, you can download the records of your " -"transactions in a :file:`.txt` file that you can upload to the form, " +"Unlike other reports, the |DIOT| is uploaded to a software provided by the " +"|SAT| that contains the A-29 form. In Odoo, you can download the records of " +"your transactions as a :file:`.txt` file that can be uploaded to the form, " "avoiding direct capture of this data." msgstr "" -"Contrairement aux autres rapports, cette déclaration est chargée dans un " -"logiciel fourni par le |SAT| qui contient le formulaire A-29. Dans Odoo, " -"vous pouvez télécharger les enregistrements de vos transactions dans un " -"fichier :file:`.txt`, que vous pouvez charger dans le formulaire, évitant " -"ainsi de devoir saisir ces données." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1033 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1112 msgid "" -"This file contains the total amount of your payments registered in vendor " -"bills, broken down into the corresponding types of IVA. The :guilabel:`VAT` " -"and :guilabel:`Country` is mandatory for all vendors." +"The transactions file contains the total amount of your payments registered " +"in vendor bills, broken down into the corresponding types of IVA. The " +":guilabel:`VAT` and :guilabel:`Country` is mandatory for all vendors." msgstr "" -"Ce fichier contient le montant total de vos paiements enregistrés dans les " -"factures fournisseurs, ventilé selon les types d'IVA correspondants. Les " -"champs :guilabel:`TVA` et :guilabel:`Pays` sont obligatoires pour tous les " -"fournisseurs." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1116 msgid "" -"To get the report, go to :menuselection:`Accounting --> Reports --> Mexico " -"--> Transactions with third parties [DIOT]`. Select the month that suits " -"you, and press :guilabel:`DIOT (TXT)` to download the :file:`.txt` file." +"To get the |DIOT| report, go to :menuselection:`Accounting --> Reports --> " +"Mexico --> Transactions with third parties [DIOT]`. Select the month that " +"suits you, and click :guilabel:`DIOT (TXT)` to download the :file:`.txt` " +"file." msgstr "" -"Pour obtenir le rapport, allez à :menuselection:`Comptabilité --> Analyse " -"--> Mexique --> Transactions avec des tiers [DIOT]`. Sélectionnez le mois " -"que vous voulez et cliquez sur :guilabel:`DIOT (TXT)` pour télécharger le " -"fichier :file:`.txt`." #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example." -msgstr "Exemple de DIOT." +msgid "A Vendor Bill that is In Payment." +msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1045 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "DIOT (TXT) download button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1129 msgid "" -"You need to fill the field :guilabel:`L10N Mx Type of Operation` in the " +"You need to fill the field, :guilabel:`L10N Mx Type of Operation`, in the " ":guilabel:`Accounting` tab of each one of your vendors to prevent validation" " errors. Make sure that your foreign customers have their country set up for" " :guilabel:`L10N Mx Nationality` to appear automatically." msgstr "" -"Vous devez compléter le champ :guilabel:`L10N Mx Type d'opération` dans " -"l'onglet :guilabel:`Comptabilité` de chacun de vos fournisseurs pour éviter " -"des erreurs de validation. Assurez-vous que le pays de vos clients étrangers" -" est configuré pour que la :guilabel:`L10N Mx Nationalité` apparaisse " -"automatiquement." -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example contact." -msgstr "Exemple de contact de DIOT." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:0 +msgid "DIOT information on a vendor contact." +msgstr "" #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:3 msgid "Netherlands" @@ -36045,7 +35940,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 #: ../../content/applications/finance/payment_acquirers/ogone.rst:9 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:93 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:98 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 msgid ":ref:`payment_acquirers/add_new`" @@ -36057,7 +35952,7 @@ msgstr ":ref:`payment_acquirers/add_new`" #: ../../content/applications/finance/payment_acquirers/authorize.rst:51 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:162 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:167 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 #: ../../content/applications/finance/payment_acquirers/stripe.rst:133 msgid ":doc:`../payment_acquirers`" @@ -37263,7 +37158,7 @@ msgstr "" "informations de la carte doit être affichée, etc." #: ../../content/applications/finance/payment_acquirers/ogone.rst:99 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:95 msgid "Settings in Odoo" msgstr "Paramètres dans Odoo" @@ -37311,10 +37206,19 @@ msgstr "" "facturer de frais d'abonnement." #: ../../content/applications/finance/payment_acquirers/paypal.rst:9 +msgid "" +"While PayPal is available in `over 200 countries/regions " +"`_, only `a selection " +"of currencies are supported " +"`_." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/paypal.rst:14 msgid "Settings in PayPal" msgstr "Paramètres dans PayPal" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:16 msgid "" "To access your PayPal account settings, log into PayPal, open the " ":guilabel:`Account Settings`, and open the :guilabel:`Website payments` " @@ -37328,7 +37232,7 @@ msgstr "" msgid "PayPal account menu" msgstr "Menu du compte PayPal" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:19 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:24 msgid "" "Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return " "`, :ref:`PDT `, and :ref:`IPN ` " @@ -37338,11 +37242,11 @@ msgstr "" ":ref:`Renvoi automatique `, :ref:`PDT `, et " ":ref:`IPN ` **doivent** toutes être activées." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:25 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:30 msgid "Auto Return" msgstr "Renvoi automatique" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:27 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:32 msgid "" "The **Auto Return** feature automatically redirects customers to Odoo once " "the payment is processed." @@ -37350,7 +37254,7 @@ msgstr "" "La fonctionnalité **Renvoi automatique** redirige les clients " "automatiquement vers Odoo une fois le paiement traité." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:29 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:34 msgid "" "From :guilabel:`Website payments`, go to :menuselection:`Website preferences" " --> Update --> Auto return for website payments --> Auto return` and select" @@ -37366,7 +37270,7 @@ msgstr "" "`https://yourcompany.odoo.com`) dans le champ :guilabel:`URL de renvoi` et " ":guilabel:`enregistrez`." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:35 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 msgid "" "Any URL does the job. Odoo only needs the setting to be enabled since it " "uses another URL." @@ -37374,11 +37278,11 @@ msgstr "" "N'importe quelle URL fait l'affaire. Odoo n'a besoin d'activer ce paramètre " "que parce qu'il utilise une autre URL." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:45 msgid "Payment Data Transfer (PDT)" msgstr "Transfert des données de paiement (PDT)" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:42 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 msgid "" ":abbr:`PDT (Payment Data Transfer)` allows to receive payment confirmations," " displays the payment status to the customers, and verifies the authenticity" @@ -37392,7 +37296,7 @@ msgstr "" "défiler jusqu'à :guilabel:`Transfert des données de paiement` et " "sélectionnez :guilabel:`Activé`." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:52 msgid "" "PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return " "` and :ref:`Payment Data Transfer (PDT) ` " @@ -37405,11 +37309,11 @@ msgstr "" "du **Jeton d'identité PDT**, désactivez et réactivez le :guilabel:`Transfert" " des données de paiement` pour afficher à nouveau le jeton." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:54 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:59 msgid "Instant Payment Notification (IPN)" msgstr "Notification instantanée de paiement (IPN)" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:56 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:61 msgid "" ":abbr:`IPN (Instant Payment Notifications)` is similar to **PDT**, but " "allows for more notifications, such as chargeback notifications. To enable " @@ -37426,11 +37330,11 @@ msgstr "" "paramètres IPN`. Saisissez une :guilabel:`URL de notification`, sélectionnez" " :guilabel:`Recevoir messages IPN (Activé)`, et :guilabel:`enregistrez`." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:63 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:68 msgid "PayPal Account Optional" msgstr "Compte PayPal facultatif" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:65 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:70 msgid "" "We advise not to prompt customers to log in with a PayPal account upon " "payment. It is better and more accessible for customers to pay with a " @@ -37445,11 +37349,11 @@ msgstr "" "marchand --> Mettre à jour` et sélectionnez :guilabel:`Activé` pour l'option" " :guilabel:`Compte PayPal facultatif`." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:71 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:76 msgid "Payment Messages Format" msgstr "Format des messages de paiement" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:73 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:78 msgid "" "If you use accented characters (or anything other than primary Latin " "characters) for customer names or addresses, then you **must** configure the" @@ -37462,7 +37366,7 @@ msgstr "" "à PayPal. Si vous ne le faites pas, certaines transactions échoueront sans " "notification." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:77 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 msgid "" "To do so, go to `your production account `_. Then, click " @@ -37474,7 +37378,7 @@ msgstr "" "encoding>`_. Cliquez ensuite sur :guilabel:`Plus d'options` et définissez " "les deux formats d'encodage par défaut comme :guilabel:`UTF-8`." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:87 msgid "" "For Encrypted Website Payments & EWP_SETTINGS error, please check the " "`Paypal documentation ` _." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:85 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 msgid "" "Configure your :ref:`Paypal Sandbox account `, then follow " "this `link `_ pour configurer le " "format d'encodage dans un environnement de test." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:96 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:101 msgid "Credentials" msgstr "Identifiants" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:98 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:103 msgid "" "Odoo needs your **API Credentials** to connect with your PayPal account. To " "do so, go to :menuselection:`Accounting --> Configuration --> Payment " @@ -37516,11 +37420,11 @@ msgstr "" " Ensuite, saisissez vos identifiants de compte PayPal dans l'onglet " ":guilabel:`Identifiants` :" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:102 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 msgid ":guilabel:`Email`: the login email address in Paypal;" msgstr ":guilabel:`Email` : l'adresse email de connexion à PayPal ;" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:103 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:108 msgid "" ":guilabel:`PDT Identity Token`: the key used to verify the authenticity of " "transactions;" @@ -37528,17 +37432,17 @@ msgstr "" ":guilabel:`Jeton d'identité PDT` : la clé utilisée pour vérifier " "l'authenticité des transactions ;" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:104 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 msgid ":guilabel:`Use IPN`: enable for PayPal to work properly in Odoo." msgstr "" ":guilabel:`Utiliser IPN` : activez cette option pour que PayPal fonctionne " "correctement dans Odoo." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:112 msgid "Save the :guilabel:`PDT Identity Token` for later use." msgstr "Enregistrez le :guilabel:`Jeton d'identité PDT` pour plus tard." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:114 msgid "" "To set the :guilabel:`PDT Identity Token`, switch to :ref:`developer mode " "` and retrieve the token by following the configuration " @@ -37548,11 +37452,11 @@ msgstr "" "développeur ` et récupérez le jeton en suivant les étapes de" " configuration de :ref:`paypal/pdt`." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:113 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:118 msgid "The PayPal **Merchant ID** is not required in Odoo." msgstr "L'**Identifiant du marchand** de PayPal n'est pas requis dans Odoo." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:115 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 msgid "" "If you are trying PayPal as a test, using a :ref:`PayPal Sandbox account " "`, change the :guilabel:`State` to :guilabel:`Test Mode`. We" @@ -37564,11 +37468,11 @@ msgstr "" "recommandons de le faire sur une base de données de test Odoo, plutôt que " "sur votre base de données principale." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:125 msgid "Extra fees" msgstr "Frais supplémentaires" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:122 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:127 msgid "" "You can charge **extra fees** to customers choosing to pay with PayPal in " "order to cover the transaction fees PayPal charges you. Once redirected to " @@ -37579,7 +37483,7 @@ msgstr "" "que PayPal vous facture. Une fois redirigé vers PayPal, votre client voit un" " supplément s'appliquer au montant de sa commande." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:126 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 msgid "" "To activate this option, go to :menuselection:`Accounting --> Configuration " "--> Payment Acquirers` and select :guilabel:`PayPal`. Then, go to the " @@ -37590,7 +37494,7 @@ msgstr "" ":guilabel:`PayPal`. Allez ensuite à l'onglet :guilabel:`Frais` et cochez la " "case :guilabel:`Ajouter des frais supplémentaires`." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:136 msgid "" "You can refer to `Paypal Fees `_ to set up fees." @@ -37599,7 +37503,7 @@ msgstr "" "`_ afin de configurer les " "frais." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:133 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:138 msgid "" "`Traders in the EU " "`_ ne sont pas autorisés à facturer des frais pour les" " paiements par carte de crédit." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:138 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:143 msgid "Test environment" msgstr "Environnement de test" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:143 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:148 msgid "" "Thanks to PayPal sandbox accounts, you can test the entire payment flow in " "Odoo." @@ -37623,7 +37527,7 @@ msgstr "" "Grâce aux comptes sandbox de PayPal, vous pouvez tester l'ensemble du flux " "de paiement dans Odoo." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:145 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:150 msgid "" "Log into the `Paypal Developer Site `_ using " "your PayPal credentials, which creates two sandbox accounts:" @@ -37632,7 +37536,7 @@ msgstr "" "`_ avec vos identifiants PayPal, ce qui crée " "deux comptes sandbox :" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:148 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 msgid "" "A business account (to use as merchants, e.g., " "`pp.merch01-facilitator@example.com " @@ -37642,7 +37546,7 @@ msgstr "" "`pp.merch01-facilitator@example.com " "`_);" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:150 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:155 msgid "" "A default personal account (to use as shoppers, e.g., " "`pp.merch01-buyer@example.com `_)." @@ -37650,7 +37554,7 @@ msgstr "" "Un compte personnel par défaut (à utiliser en tant qu'acheteur, par ex. " "`pp.merch01-buyer@example.com `_)." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:158 msgid "" "Log into PayPal sandbox using the merchant account and follow the same " "configuration instructions. Enter your sandbox credentials in Odoo " @@ -37667,7 +37571,7 @@ msgstr "" "de faire cela sur une base de données Odoo, plutôt que sur votre base de " "données principale." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:159 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:164 msgid "Run a test transaction from Odoo using the sandbox personal account." msgstr "" "Lancez une transaction test depuis Odoo en utilisant le compte personnel " diff --git a/locale/fr/LC_MESSAGES/general.po b/locale/fr/LC_MESSAGES/general.po index c063e32d8..0ddb8250d 100644 --- a/locale/fr/LC_MESSAGES/general.po +++ b/locale/fr/LC_MESSAGES/general.po @@ -29,7 +29,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" "Last-Translator: Jolien De Paepe, 2023\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" @@ -5355,11 +5355,11 @@ msgstr "Achat intégré dans l'application (IAP)" msgid "" "In-App Purchases (IAP) gives access to additional services through Odoo. For" " instance, it allows you to send SMS Text Messages or to send Invoices by " -"post directly from my database." +"post directly from your database." msgstr "" -"Les achats intégrés dans l'application (IAP) donnent accès à des services " -"supplémentaires via Odoo. Par exemple, il vous permet d'envoyer des SMS ou " -"d'envoyer des factures par courrier directement depuis ma base de données." +"Les achats in-app (IAP) donnent accès à des services supplémentaires via " +"Odoo. Par exemple, il vous permet d'envoyer des SMS ou d'envoyer des " +"factures par courrier directement depuis votre base de données." #: ../../content/applications/general/in_app_purchase.rst:9 msgid "Buying Credits" @@ -5368,21 +5368,21 @@ msgstr "Achetez des crédits" #: ../../content/applications/general/in_app_purchase.rst:11 msgid "" "Each IAP Service relies on prepaid credits to work and has its own pricing. " -"To consult my current balance or to recharge my account, go to " +"To consult your current balance or to recharge your account, go to " ":menuselection:`Settings --> Odoo IAP --> View my Services`." msgstr "" -"Chaque service de l'IAP repose sur des crédits prépayés pour fonctionner et " -"a sa propre tarification. Pour consulter votre solde actuel ou pour " -"recharger votre compte, allez dans la rubrique :menuselection:`Paramètres " -"--> Odoo IAP --> Consulter mes services`." +"Chaque service d'IAP repose sur des crédits prépayés pour fonctionner et a " +"sa propre tarification. Pour consulter votre solde actuel ou pour recharger " +"votre compte, allez aux :menuselection:`Paramètres --> Odoo IAP --> Voir mes" +" services`." #: ../../content/applications/general/in_app_purchase.rst:19 msgid "" -"If I am on Odoo Online and have the Enterprise version, I benefit from free " -"credits to test our IAP features." +"If you are on Odoo Online and have the Enterprise version, you benefit from " +"free credits to test our IAP features." msgstr "" "Si vous êtes sur Odoo Online et vous avez la version Enterprise, vous " -"bénéficiez de crédits gratuits pour tester les fonctionnalités IAP." +"bénéficiez de crédits gratuits pour tester les fonctionnalités IAP." #: ../../content/applications/general/in_app_purchase.rst:23 msgid "IAP accounts" @@ -5416,16 +5416,16 @@ msgstr "Portail IAP" #: ../../content/applications/general/in_app_purchase.rst:40 msgid "" -"The IAP Portal is a platform regrouping my IAP Services. It is accessible " +"The IAP Portal is a platform regrouping your IAP Services. It is accessible " "from :menuselection:`Settings app --> Odoo IAP --> View my Services`. From " -"there, I can view my current balance, recharge my credits, review my " -"consumption and set a reminder to when credits are low." +"there, you can view your current balance, recharge your credits and set a " +"reminder when your balance falls below a threshold." msgstr "" -"Le portail IAP est une plateforme regroupant mes services IAP. Il est " -"accessible à partir de :menuselection:`Paramètres de l'application --> Odoo " -"IAP --> Consulter mes services`. Là, je peux consulter mon solde actuel, " -"recharger mes crédits, revoir ma consommation et définir un rappel lorsque " -"les crédits sont faibles." +"Le portail IAP est une plateforme regroupant vos services IAP. Il est " +"accessible à partir des :menuselection:`Paramètres --> Odoo IAP --> Voir mes" +" services`. Là, vous pouvez consulter votre solde actuel, recharger vos " +"crédits, revoir votre consommation et définir un rappel lorsqu'il reste peu " +"de crédits." #: ../../content/applications/general/in_app_purchase.rst:48 msgid "Get notified when credits are low" @@ -5433,65 +5433,19 @@ msgstr "Recevoir une notification lorsque les crédits sont bas" #: ../../content/applications/general/in_app_purchase.rst:50 msgid "" -"To be notified when it’s time to recharge my credits, I’ll go to my IAP " -"Portal through :menuselection:`Settings app --> Odoo IAP --> View my " -"Services`, unfold a service and mark the Receive threshold warning option. " -"Then, I’ll provide a minimum amount of credits and email addresses. Now, " -"every time that the limit is reached, an automatic reminder will be sent to " -"by email!" +"To be notified when it’s time to recharge your credits, you can go to your " +"IAP Portal through :menuselection:`Settings app --> Odoo IAP --> View my " +"Services`, unfold a service and check the Receive threshold warning option. " +"Then, you can provide a minimum amount of credits and email addresses. Now, " +"every time that the limit is reached, an automatic reminder will be sent by " +"email!" msgstr "" -"Pour être averti lorsque qu'il faudra recharger mes crédits, je dois aller " -"sur mon Portail IAP via :menuselection:`Paramètres de l'application --> Odoo" -" IAP --> Consulter mes services`, dérouler un service et cocher l'option " -"Recevoir une notification de seuil d'alerte. Ensuite, je dois fournir un " -"nombre minimum de crédits et d'adresses email. Désormais, chaque fois que la" -" limite sera atteinte, un rappel automatique me sera envoyé par email !" - -#: ../../content/applications/general/in_app_purchase.rst:60 -msgid "IAP services available" -msgstr "Services IAP disponibles" - -#: ../../content/applications/general/in_app_purchase.rst:62 -msgid "" -"Different services are available depending on the hosting type of your " -"Database:" -msgstr "" -"Différents services sont disponibles selon le type d'hébergement de votre " -"base de données :" - -#: ../../content/applications/general/in_app_purchase.rst:64 -msgid "" -"*Odoo Online*: only the IAP services provided by Odoo can be used (i.e. the " -"SMS, Snailmail, Reveal and Partner Autocomplete features);" -msgstr "" -"*Odoo Online* : seuls les services IAP fournis par Odoo peuvent être " -"utilisés (c'est-à-dire, les fonctions SMS, Snailmail, Révélation et " -"Autocomplétion de Partenaires);" - -#: ../../content/applications/general/in_app_purchase.rst:66 -msgid "" -"*Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by " -"Odoo and by third-party apps can be used." -msgstr "" -"*Odoo.sh et Odoo Entreprise (sur site)*: les services fournis par Odoo et " -"par les applications tierces peuvent être utilisés." - -#: ../../content/applications/general/in_app_purchase.rst:70 -msgid "Offering my own services" -msgstr "Proposer mes propres services" - -#: ../../content/applications/general/in_app_purchase.rst:72 -msgid "" -"I am more than welcome to offer my own IAP services through Odoo Apps! It is" -" the perfect opportunity to get recurring revenue for an ongoing service use" -" rather than — and possibly instead of — a sole initial purchase. Please, " -"find more information at: :doc:`/developer/howtos/provide_iap_services`." -msgstr "" -"Il est bien évidemment possible de proposer ses propres services IAP via " -"Odoo Apps ! C'est l'occasion parfaite d'obtenir des revenus réguliers pour " -"une utilisation continue du service plutôt que - et éventuellement au lieu " -"de - un seul achat initial. Vous trouverez plus d'informations sur " -":doc:`/developer/howtos/provide_iap_services`." +"Pour être averti lorsque qu'il faudra recharger les crédits, allez à votre " +"Portail IAP via :menuselection:`Paramètres --> Odoo IAP --> Voir mes " +"services`, dérouler un service et cocher l'option Recevoir une notification " +"de seuil d'alerte. Ensuite, vous devez fournir un nombre minimum de crédits " +"et d'adresses email. Désormais, chaque fois que la limite sera atteinte, un " +"rappel automatique vous sera envoyé par email !" #: ../../content/applications/general/users.rst:5 msgid "Users and companies" diff --git a/locale/fr/LC_MESSAGES/inventory_and_mrp.po b/locale/fr/LC_MESSAGES/inventory_and_mrp.po index 8674026fb..16585b933 100644 --- a/locale/fr/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/fr/LC_MESSAGES/inventory_and_mrp.po @@ -15,20 +15,20 @@ # Jérôme Tanché , 2021 # Vallen Delobel , 2021 # Cécile Collart , 2022 -# Fernanda Marques , 2022 # Marie Willemyns , 2022 -# Wil Odoo, 2023 # Martin Trigaux, 2023 # Jolien De Paepe, 2023 +# Fernanda Marques , 2023 +# Wil Odoo, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-09 08:39+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:48+0000\n" -"Last-Translator: Jolien De Paepe, 2023\n" +"Last-Translator: Wil Odoo, 2023\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -382,32 +382,37 @@ msgstr "" msgid "GS1 barcode nomenclature" msgstr "Nomenclature des codes-barres GS1" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:5 -msgid "" -"`GS1 nomenclature `_ consolidates multiple pieces of" -" information in a single barcode. Each piece needs to follow a specific " -"barcode pattern—which is a defined format of numbers, letters, special " -"characters, and character length—to ensure proper interpretation of the " -"barcode. By scanning the barcode on an unopened box, GS1 nomenclature can " -"identify the product, lot number, number of units contained, and more." -msgstr "" -"La `nomenclature GS1 `_ regroupe plusieurs éléments " -"d'information dans un seul code-barres. Chaque élément doit suivre un modèle" -" de code-barres spécifiques—qui est un format défini de chiffres, de " -"lettres, de caractères spéciaux et de longueur de caractères—afin de " -"garantir une interprétation correcte du code-barres. En scannant le code-" -"barres d'une boîte non ouverte, la nomenclature GS1 peut identifier le " -"produit, le numéro de lot, le nombre d'unités contenues et bien plus encore." - #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 msgid "" +"`GS1 nomenclature `_ consolidates various product " +"and supply chain data into a single barcode. Odoo takes in `unique Global " +"Trade Item Numbers `_ (GTIN), " +"purchased by businesses, to enable global shipping, sales, and eCommerce " +"product listing." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:17 +msgid "" +"Configure GS1 nomenclature to scan barcodes of sealed boxes and identify " +"essential product information, such as |GTIN|, lot number, quantity " +"information, and more." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +msgid "" +"|GTINs| are unique product identification that **must** be `purchased from " +"GS1 `_ to use GS1 barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:25 +msgid "" "`All GS1 barcodes `_" msgstr "" "`Tous les codes-barres GS1 " "`_" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:26 msgid "" ":ref:`Odoo's default GS1 rules `" @@ -415,18 +420,18 @@ msgstr "" ":ref:`Règles GS1 par défaut d'Odoo `" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:27 msgid "" ":ref:`Why's my barcode not working? `" msgstr "" ":ref:`Pourquoi mon code-barres ne fonctionne-t-il pas " "?`" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:32 msgid "Set up barcode nomenclature" msgstr "Configurer la nomenclature de code-barres" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:34 msgid "" "To use GS1 nomenclature, navigate to the :menuselection:`Inventory app --> " "Configuration --> Settings`. Then under the :guilabel:`Barcode` section, " @@ -443,637 +448,121 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 msgid "" -"Choose GS1 from dropdown and click the internal link to see the list of GS1 " +"Choose GS1 from dropdown and click the external link to see the list of GS1 " "rules." msgstr "" -"Choisissez GS1 dans la liste déroulante et cliquez sur le lien interne pou " -"voir la liste des règles GS1." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:43 msgid "" -"To view and edit a list of GS1 *rules* and *barcode patterns* Odoo supports " -"by default, click the :guilabel:`➡️ (External link)` icon to the right of " -"the :guilabel:`Barcode Nomenclature` selection." +"The list of GS1 *rules* and *barcode patterns* Odoo supports by default is " +"accessible by clicking the :guilabel:`➡️ (arrow)` icon to the right of the " +":guilabel:`Barcode Nomenclature` selection." msgstr "" -"Pour afficher et modifier une liste de *règles* GS1 et *modèles de codes-" -"barres* pris en charge par Odoo par défaut, cliquez sur l'icône " -":guilabel:`➡️ (lien externe)` à droite de la sélection " -":guilabel:`Nomenclature des codes-barres`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:33 -msgid "" -"Opening the pop-up table provides an editable view of GS1 :guilabel:`Rule " -"Names` available in Odoo. The table contains all the information that can be" -" condensed with a GS1 barcode, along with the corresponding " -":guilabel:`Barcode Pattern`." -msgstr "" -"L'ouverture du tableau contextuel fournit une vue éditable des " -":guilabel:`Noms de règles` GS1 disponibles dans Odoo. Le tableau contient " -"toutes les informations qui peuvent être condensées avec un code-barres GS1," -" ainsi que le :guilabel:`Modèle de code-barres` correspondant." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:38 -msgid "" -"After setting GS1 as the barcode nomenclature, :menuselection:`Barcode " -"Nomenclatures` can also be accessed by first enabling :ref:`developer mode " -"`. Navigate to :menuselection:`Inventory app --> " -"Configuration --> Barcode Nomenclatures` and finally, select " -":guilabel:`Default GS1 Nomenclature`." -msgstr "" -"Après avoir défini GS1 en tant que nomenclature de codes-barres, il est " -"également possible d'accéder aux :menuselection:`Nomenclatures des codes-" -"barres` en activant d'abord le :ref:`mode développeur `. " -"Allez à l'application :menuselection:`Inventaire --> Configuration --> " -"Nomenclatures des codes-barres` et enfin, sélectionnez " -":guilabel:`Nomenclature GS1 par défaut`." #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:46 -msgid "Use GS1 barcode" -msgstr "Utiliser les codes-barres GS1" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:48 msgid "" -"To build GS1 barcodes in Odoo, combine multiple pieces of information using " -"the specified barcode pattern. The `application identifier " -"`_ (A.I.) " -"serves as the universal prefix for GS1 for barcode identification. Odoo uses" -" regular expressions to describe barcode patterns concisely. Each barcode " -"pattern begins with a required 2-4 digit :abbr:`A.I. (application " -"identifier)`, which corresponds to the rule defined in the system's " -":ref:`barcode nomenclature list `. By including the appropriate :abbr:`A.I. (application " -"identifier)` from the list, Odoo can accurately interpret GS1 barcodes. " -"While most barcode patterns have a flexible length, some specific patterns, " -"such as barcodes for dates, have defined length requirements." +"In the :guilabel:`Open: Nomenclature` pop-up table, view and edit the GS1 " +":guilabel:`Rule Names` available in Odoo. The table contains all the " +"information that can be condensed with a GS1 barcode, along with the " +"corresponding :guilabel:`Barcode Pattern`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:51 +msgid "" +"After setting GS1 as the barcode nomenclature, the :menuselection:`Barcode " +"Nomenclatures` settings can also be accessed by a hidden menu that's " +"discoverable after enabling :ref:`developer mode `. Once " +"enabled, navigate to the :menuselection:`Inventory app --> Configuration -->" +" Barcode Nomenclatures` menu and finally, select :guilabel:`Default GS1 " +"Nomenclature`." msgstr "" -"Pour créer des codes-barres GS1 dans Odoo, combinez plusieurs éléments " -"d'information en utilisant le modèle de code-barres spécifié. " -"L'`identificateur de données " -"`_ (A.I.) " -"sert de préfixe universel à GS1 pour identifier les codes-barres. Odoo " -"utilise des expressions régulières pour décrire les modèles de codes-barres " -"de manière concise. Chaque modèle de code-barres commence par un :abbr:`A.I." -" (identificateur de données)`, obligatoire de 2 à 4 chiffres, qui correspond" -" à la règle définie dans la :ref:`liste de nomenclature des codes-barres " -"` du système. En incluant " -"l':abbr:`A.I. (identificateur de données)` approprié de la liste, Odoo peut " -"correctement interpréter les codes-barres GS1. Tandis que la plupart des " -"modèles de code-barres ont une longueur flexible, certains modèles " -"spécifiques, tels que les codes-barres pour les dates, ont des exigences de " -"longueur définies." #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:60 -msgid "" -"Use the FNC1 separator (`\\x1D`) to end the barcode without needing to reach" -" the maximum character length." +msgid "Use GS1 barcodes in Odoo" msgstr "" -"Utilisez le séparateur FNC1 (`\\x1D`) pour terminer le code-barres sans " -"avoir à atteindre la longueur de caractère maximale." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:62 +msgid "" +"For product identification using GS1 barcodes in Odoo, businesses obtain a " +"`unique GTIN `_ as an " +"internationally distinct product identifier purchased from GS1. This |GTIN| " +"is combined with specific product details following GS1's designated " +"*barcode pattern*. The barcode pattern's arrangement of numbers and letters " +"must adhere to GS1 conventions for accurate interpretation by global systems" +" along the supply chain." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:68 +msgid "" +"Every barcode starts with a 2-4 digit `application identifier " +"`_ (A.I.). " +"This required prefix universally indicates what kind of information the " +"barcode contains. Odoo follows GS1 rules for identifying information, as " +"detailed in the :ref:`default GS1 rules list `. Including the relevant |AI| from the list enables " +"Odoo to correctly interpret GS1 barcodes. While most barcode patterns have a" +" fixed length requirement, certain ones, such as lots and serial numbers, " +"have flexible length." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:77 +msgid "" +"For flexible-length barcode patterns not placed at the end of the GS1 " +"barcode, use the FNC1 separator (`\\\\x1D`) to end the barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:80 +msgid "" +"Example: The barcode pattern for lot numbers is 20 characters long. Instead " +"of creating a 20-character lot number barcode, like `LOT00000000000000001`, " +"use the FNC1 separator to make it shorter: `LOT001\\x1D`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:84 msgid "" "Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " -"and rules to follow. Otherwise, the following section contains examples of " -"how to generate a barcode for common items in a warehouse." +"and rules to follow. Otherwise, refer to :ref:`this GS1 usage doc " +"` for specific examples of combining |GTIN| to" +" product information and configuring the workflow." msgstr "" -"Consultez la :ref:`liste de la nomenclature GS1 ` pour obtenir une liste exhaustive de tous les " -"modèles de code-barres et des règles à suivre. Par ailleurs, la section " -"suivante contient des exemples sur la manière de générer un code-barres pour" -" des articles courants dans un entrepôt." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:68 -msgid "Product + quantity + lot" -msgstr "Produit + quantité + lot" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:70 -msgid "" -"To build a GS1 barcode for a box that contains a product, number of units in" -" it, and the lot number, the following barcode patterns are used:" -msgstr "" -"Pour construire un code-barres GS1 pour une boîte contenant un produit, le " -"nombre d'unités contenues et le numéro de lot, les modèles de code-barres " -"suivants sont utilisés : " - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Name" -msgstr "Nom" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Rule Name" -msgstr "Nom de la règle" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "A.I." -msgstr "A.I." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Barcode Pattern" -msgstr "Modèle de code-barres" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Field in Odoo" -msgstr "Champ dans Odoo" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "Product" -msgstr "Produit" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "Global Trade Item Number (GTIN)" -msgstr "Global Trade Item Number (GTIN)" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "01" -msgstr "01" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "(01)(\\\\d{14})" -msgstr "(01)(\\\\d{14})" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid ":guilabel:`Barcode` field on product form" -msgstr "Champ :guilabel:`Code-barres` sur un formulaire de produit" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 -msgid "Quantity" -msgstr "Quantité" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "Variable count of items" -msgstr "Nombre variable d'articles" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -msgid "30" -msgstr "30" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "(30)(\\\\d{0,8})" -msgstr "(30)(\\\\d{0,8})" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid ":guilabel:`Units` field on transfer form" -msgstr "Champ :guilabel:`Unités` sur un formulaire de transfert" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "Lot Number" -msgstr "Numéro de lot" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -msgid "Batch or lot number" -msgstr "Numéro de lot" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "10" -msgstr "10" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" -msgstr "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid ":guilabel:`Lot` on Detailed Operations pop-up" -msgstr ":guilabel:`Lot` sur la fenêtre contextuelle des Opérations détaillées" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:88 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 -#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:9 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:42 -#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 -msgid "Configuration" -msgstr "Configuration" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:90 -msgid "" -"To track products using lots, first enable the :ref:`Lots and Serial Numbers" -" ` feature. To do so, navigate " -"to :menuselection:`Inventory app --> Configuration --> Settings`. Next, " -"under the :guilabel:`Traceability` heading, check the box for " -":guilabel:`Lots & Serial Numbers`." +msgid ":ref:`Lots workflow `" msgstr "" -"Pour suivre les produits à l'aide de lots, il faut d'abord activer la " -"fonctionnalité :ref:`Lots & Numéros de série " -"`. Pour ce faire, allez à " -"l'application :menuselection:`Inventaire --> Configuration --> Paramètres`. " -"Ensuite, dans la section :guilabel:`Traçabilité`, cochez la case à côté de " -":guilabel:`Lots & Numéros de série`." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:95 -msgid "" -"Then, set up the product barcode by navigating to the intended product form " -"in :menuselection:`Inventory app --> Products --> Products` and selecting " -"the product. On the product form, click :guilabel:`Edit`. Then, in the " -":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " -"with the 14-digit `Global Trade Item Number (GTIN) " -"`_, which is a universal and " -"unique identifying number from GS1." +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:91 +msgid ":ref:`Non-unit quantities workflow `" msgstr "" -"Configurez ensuite le code-barres du produit en accédant au formulaire de " -"produit dans l'application :menuselection:`Inventaire --> Produits --> " -"Produits` et en sélectionnant le produit. Sur le formulaire du produit, " -"cliquez sur :guilabel:`Modifier`. Ensuite, dans l'onglet " -":guilabel:`Informations générales`, remplissez le champ :guilabel:`Code-" -"barres` avec le `Global Trade Item Number (GTIN) " -"`_ à 14 chiffres, qui est un " -"numéro d'identification universel et unique de GS1." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:103 -msgid "" -"On the product form, omit the :abbr:`A.I. (application identifier)` `01` for" -" GTIN product barcode pattern, as it is only used to encode multiple " -"barcodes into a single barcode that contains detailed information about the " -"package contents." -msgstr "" -"Sur le formulaire du produit, omettez l':abbr:`A.I. (identificateur de " -"données)` `01` pour le modèle de code-barres du produit GTIN, car il n'est " -"utilisé que pour encoder plusieurs codes-barres dans un seul code-barres qui" -" contient des informations détaillées sur les contenus du colis." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:108 -msgid "" -"To create a barcode for the product, `Fuji Apple`, enter the 14-digit GTIN " -"`12345678901231` in the :guilabel:`Barcode` field on the product form." -msgstr "" -"Pour créer un code-barres pour le produit, `Fuji Apple`, saisissez le GTIN " -"`12345678901231` à 14 chiffres dans le champ :guilabel:`Code-barres` sur le " -"formulaire du produit." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Enter 14-digit GTIN into the Barcode field on product form." -msgstr "" -"Saisissez le GTIN à 14 chiffres dans le champ Code-barres sur le formulaire " -"du produit." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:116 -msgid "" -"It is also possible to view a list of all products and barcodes. To access " -"this list, go to :menuselection:`Inventory --> Configuration --> Settings`. " -"Under the :guilabel:`Barcode` heading, click on the :guilabel:`Configure " -"Product Barcodes` button under the :guilabel:`Barcode Scanner` section. " -"Enter the 14-digit GTIN into the :guilabel:`Barcode` column, then click " -":guilabel:`Save`." -msgstr "" -"Vous pouvez également afficher une liste de tous les produits et codes-" -"barres. Pour accéder à la liste, allez à :menuselection:`Inventaire --> " -"Configuration --> paramètres`. Dans la section :guilabel:`Code-barres`, " -"cliquez sur le bouton :guilabel:`Configurer les codes-barres des produits`. " -"Saisissez le GTIN à 14 chiffres dans la colonne :guilabel:`Code-barres` et " -"cliquez sur :guilabel:`Enregistrer`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "View the Product Barcodes page from inventory settings." -msgstr "" -"Vue de la page des codes-barres des produits dans les paramètres " -"d'inventaire." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 -msgid "" -"Next, enable lots and serial number tracking on the product. Select the " -":guilabel:`Inventory` tab on the product form. Under :guilabel:`Tracking`, " -"choose the :guilabel:`By Lots` radio button." -msgstr "" -"Ensuite, activez le suivi par lots et numéros de série sur le produit. " -"Sélectionnez l'onglet :guilabel:`Inventaire` sur le formulaire du produit et" -" dans la section :guilabel:`Traçabilité`, activez le bouton radio " -":guilabel:`Par lots`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "" -"Enable product tracking by lots in the \"Inventory\" tab of the product " -"form." -msgstr "" -"Activez le suivi des produits par lots dans l'onglet \"Inventaire\" du " -"formulaire du produit." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:136 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:198 -msgid "Scan barcode on receipt" -msgstr "Scanner le code-barres sur la réception" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 -msgid "" -"To ensure accurate lot interpretation in Odoo on product barcodes scanned " -"during a receipt operation, navigate to the :menuselection:`Barcode` app to " -"manage the :ref:`receipt picking process `." -msgstr "" -"Pour garantir une interprétation précise des lots dans Odoo sur les codes-" -"barres des produits scannés lors d'une opération de réception, allez à " -"l'application :menuselection:`Code-barres` pour gérer le :ref:`processus de " -"transfert des réceptions `." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 -msgid "" -"From the :guilabel:`Barcode Scanning` dashboard, click the " -":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " -"the list of vendor receptions to process. Receipts generated from :abbr:`POs" -" (Purchase Orders)` are listed, but new receipt operations can also be " -"created directly through the :menuselection:`Barcode` app using the " -":guilabel:`Create` button." -msgstr "" -"Dans le tableau de bord de la :guilabel:`Lecture des codes-barres`, cliquez " -"sur le bouton :guilabel:`Opérations`, puis sur le bouton " -":guilabel:`Réceptions` pour voir la liste des réceptions du fournisseur à " -"traiter. Les réceptions générées à partir des bons de commande sont " -"répertoriées, mais de nouvelles opérations de réception peuvent également " -"être créées directement via l'application :menuselection:`Code-barres` à " -"l'aide du bouton :guilabel:`Créer`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:147 -msgid "" -"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" -" product barcodes and lot numbers with a barcode scanner. The scanned " -"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " -"open a window and manually enter quantities for specific lot numbers." -msgstr "" -"Sur la liste des réceptions, cliquez sur l'opération d'entrepôt (`WH/IN`) et" -" scannez les codes-barres et les numéros de lot du produit à l'aide d'un " -"lecteur de codes-barres. Le produit scanné apparaît alors dans la liste. " -"Utilisez le bouton :guilabel:`✏️ (crayon)` pour ouvrir une fenêtre et saisir" -" manuellement les quantités pour des numéros de lot spécifiques." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:153 -msgid "" -"After placing a :abbr:`PO (Purchase Order)` for 50 apples, navigate to the " -"associated receipt. Scan the product barcode, and Odoo will prompt for the " -"lot number." -msgstr "" -"Après avoir passé un bon de commande pour 50 pommes, allez à la réception " -"associée. Scannez le code-barres du produit et Odoo vous demandera le numéro" -" de lot." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "" -"Scan the barcode for a product on the reception picking page in the " -"*Barcode* app." -msgstr "" -"Scannez le code-barres d'un produit sur la page de transfert de réception " -"dans l'application *Code-barres*." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:160 -msgid "" -"Scan the lot number to process 1 of 50 apples. To avoid scanning 49 " -"remaining barcodes, click the :guilabel:`✏️ (pencil)` button next to the " -"desired lot number." -msgstr "" -"Scannez le numéro de lot pour traiter 1 des 50 pommes. Pour éviter de devoir" -" scanner les 49 codes-barres restants, cliquez sur le bouton :guilabel:`✏️ " -"(crayon)` à côté du numéro de lot souhaité." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan lot number and click the pencil to edit quantities." -msgstr "" -"Scannez le numéro de lot et cliquez sur le crayon pour modifier les " -"quantités." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:167 -msgid "" -"Doing so opens a mobile-friendly keypad page to specify received quantities." -" Use the keypad to specify the :guilabel:`Units` for the lot number. When " -"finished, click :guilabel:`Confirm`." -msgstr "" -"Cette opération fait apparaître un clavier qui vous permet de préciser les " -"quantités reçues. Utilisez le clavier pour préciser les :guilabel:`Unités` " -"pour le numéro de lot. Lorsque vous avez terminé, cliquez sur " -":guilabel:`Confirmer`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Change scanned quantities using pencil button." -msgstr "Modifiez les quantités scannées à l'aide du bouton crayon." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:174 -msgid "" -"Repeat this process to specify additional lot numbers and quantities in this" -" receipt. Once the :guilabel:`Units` are all accounted for, finish the " -"reception by clicking the :guilabel:`Validate` button." -msgstr "" -"Répétez ce processus pour préciser d'autres numéros de lot et d'autres " -"quantités dans cette réception. Une fois que toutes les :guilabel:`Unités` " -"ont été comptabilisées, terminez la réception en cliquant sur le bouton " -":guilabel:`Valider`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:178 -msgid "" -"Alternatively, scan the barcode containing the product, lot number, and " -"quantity to complete the receipt operation in fewer steps." -msgstr "" -"Vous pouvez également scanner le code-barres contenant le produit, le numéro" -" de lot et la quantité pour terminer l'opération de réception en moins " -"d'étapes." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:182 -msgid "Product + non-unit quantity" -msgstr "Produit + quantité non unitaire" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:184 -msgid "" -"To build a GS1 barcode that contains products measured in a non-unit " -"quantity, like kilograms, for example, the following barcode patterns are " -"used:" -msgstr "" -"Pour créer un code-barres GS1 qui contient des produits mesurés dans une " -"quantité non unitaire, comme des kilogrammes, les modèles de code-barres " -"suivants sont utilisés :" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "Quantity in kilograms" -msgstr "Quantité en kilogrammes" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "310[0-5]" -msgstr "310[0-5]" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -msgid "(310[0-5])(\\\\d{6})" -msgstr "(310[0-5])(\\\\d{6})" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 -msgid "" -"To confirm that quantities are correctly interpreted in Odoo, place an order" -" in the *Purchase* app using the appropriate unit of measure " -"(:guilabel:`UoM`) for the quantity of products to be purchased." -msgstr "" -"Pour confirmer que les quantités sont correctement interprétées dans Odoo, " -"placez une commande dans l'application *Achats* en utilisant l'unité de " -"mesure (:guilabel:`UdM`) appropriée pour la quantité de produits à acheter." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:205 -msgid "" -":ref:`Simplify vendor unit conversions with UoMs `" -msgstr "" -":ref:`Simplifiez les conversions d'unités fournisseurs avec les UdM " -"`" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:207 -msgid "" -"After the order is placed, navigate to the :menuselection:`Barcode` app to " -":ref:`receive the vendor shipment `." -msgstr "" -"Une fois la commande placée, allez à l'application :menuselection:`Code-" -"barres` pour :ref:`recevoir l'envoi du fournisseur `." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 -msgid "" -"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " -"peaches by scanning the barcode. If `52.1 / 52.1` :guilabel:`kg` appears on " -"the page, this means the reception was processed without issue. Finally, " -"press :guilabel:`Validate`." -msgstr "" -"Sur la réception dans l'application *Code-barres*, recevez une commande de " -"`52,1 kg` de pêches en scannant le code-barres. Si `52,1 / 52,1` " -":guilabel:`kg` apparaît sur la page, cela signifie que la réception a été " -"traitée sans problèmes. Enfin, cliquez sur :guilabel:`Valider`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 -msgid "" -"Note: the :abbr:`A.I. (application identifier)` for kilograms, `310` + `1`, " -"was used to represent `52.1` kg as a barcode: `000521`. This is because the " -"`1` represents how many digits from the right to place the decimal point." -msgstr "" -"Remarque : l':abbr:`A.I. (identificateur de données)` pour kilogrammes, " -"`310` + `1`, a été utilisé pour représenter `52,1` kg sous forme de code-" -"barres : `000521`. En effet, le `1` représente le nombre de chiffres à " -"partir de la droite pour placer le point décimal." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan barcode screen for a reception operation in the Barcode app." -msgstr "" -"Écran de scan du code-barres pour une opération de réception dans " -"l'application Code-barres." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 -msgid "" -"For additional verification purposes, the quantities of received products " -"are also recorded on the :guilabel:`Product Moves` report, accessible by " -"navigating to :menuselection:`Inventory app --> Reporting --> Product " -"Moves`." -msgstr "" -"À des fins de vérification supplémentaire, les quantités des produits reçus " -"sont également enregistrées dans le rapport sur les :guilabel:`Mouvements de" -" stock` accessible en allant à l'application :menuselection:`Inventaire --> " -"Analyse --> Mouvements de stock`." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:227 -msgid "" -"The items on the :guilabel:`Product Moves` report are grouped by product by " -"default. To confirm the received quantities, click on a product line to open" -" its collapsible drop-down menu, which displays a list of *stock move lines*" -" for the product. The latest stock move matches the warehouse reception " -"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " -"scan, demonstrating that the records processed in the *Barcode* app were " -"properly stored in *Inventory*." -msgstr "" -"Les articles sur le rapport des :guilabel:`Mouvements de stock` sont " -"regroupés par produit par défaut. Pour confirmer les quantités reçues, " -"cliquez sur une ligne de produit pour ouvrir son menu déroulant rétractable," -" qui affiche une liste des *lignes de mouvement de stock* pour le produit. " -"Le dernier mouvement de stock correspond au numéro de réception de " -"l'entrepôt (par ex. `WH/IN/00013`) et à la quantité traitée dans la lecture " -"du code-barres, ce qui prouve que les enregistrements traités dans " -"l'application *Code-barres* ont été correctement stockés dans *Inventaire*." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "Reception stock move record for 52.1 kg of peaches." -msgstr "" -"Enregistrement d'un mouvement de stock de réception pour 52,1 kg de pêches." - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:240 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:96 msgid "Create rules" msgstr "Créer des règles" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:242 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:98 msgid "" -"If a supplier uses a GS1 barcode with a field not supported by Odoo's " -":ref:`default GS1 list `, " -"Odoo will fail to interpret the entire barcode. To ensure the complete " -"reading of the barcode, it is necessary to add the missing barcode to Odoo's" -" list." +"GS1 rules are a specific format of information contained in the barcode, " +"beginning with an |AI| and containing a defined length of characters. " +"Scanning GS1 barcodes from the :ref:`default GS1 list " +"` auto-fills corresponding" +" data in the Odoo database." msgstr "" -"Si un fournisseur utilise un code-barres GS1 avec un champ non pris en " -"charge par la :ref:`liste GS1 par défaut ` d'Odoo, Odoo ne parviendra pas à interpréter le " -"code-barres dans son intégralité. Pour assurer la lecture complète du code-" -"barres, il est nécessaire d'ajouter le code-barres manquant à la liste " -"d'Odoo." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:248 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:103 msgid "" -"While the new field will be read, the information won't link to an existing " -"field in Odoo without developer customizations. However, adding new rules is" -" still useful to ensure the rest of the fields in the barcode are " -"interpreted correctly." +"Adding GS1 barcode rules in Odoo ensures accurate interpretation of unique, " +"non-standard GS1 formats." msgstr "" -"Bien que le nouveau champ soit lu, les informations ne seront pas liées à un" -" champ existant dans Odoo sans la personnalisation d'un développeur. " -"Cependant, l'ajout de nouvelles règles est toujours utile pour s'assurer que" -" les autres champs de l'application Code-barres sont interprétés " -"correctement." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:252 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:106 msgid "" -"Begin by turning on :ref:`developer mode ` and navigating to" -" the :guilabel:`Barcode Nomenclatures` list in :menuselection:`Inventory app" -" --> Configuration --> Barcode Nomenclatures`. Then, select the " -":guilabel:`Default GS1 Nomenclature` list item." +"To do so, begin by turning on :ref:`developer mode ` and " +"navigating to the :guilabel:`Barcode Nomenclatures` list in " +":menuselection:`Inventory app --> Configuration --> Barcode Nomenclatures`. " +"Then, select the :guilabel:`Default GS1 Nomenclature` list item." msgstr "" -"Commencez par activer le :ref:`mode développeur ` et par " -"aller à la liste des :guilabel:`Nomenclature des codes-barres` dans " -"l'application :menuselection:`Inventaire --> Configuration --> Nomenclatures" -" des codes-barres`. Sélectionnez ensuite l'élément de liste " -":guilabel:`Nomenclature GS1 par défaut`." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:110 msgid "" "On the :guilabel:`Default GS1 Nomenclature` page, select :guilabel:`Add a " "line` at the bottom of the table, which opens a window to create a new rule." @@ -1102,7 +591,7 @@ msgstr "" " de lettres ou de chiffres est reconnue par le système pour contenir des " "informations sur le produit." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:266 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:120 msgid "" "After filling in the information, click the :guilabel:`Save & New` button to" " make another rule or click :guilabel:`Save & Close` to save and return to " @@ -1113,11 +602,11 @@ msgstr "" ":guilabel:`Enregistrer & Fermer` pour enregistrer et revenir au tableau des " "règles." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:126 msgid "Barcode troubleshooting" msgstr "Dépannage des codes-barres" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:274 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 msgid "" "Since GS1 barcodes are challenging to work with, here are some checks to try" " when the barcodes are not working as expected:" @@ -1126,7 +615,7 @@ msgstr "" "vérifications à effectuer lorsque les codes-barres ne fonctionnent pas comme" " prévu :" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:277 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:131 msgid "" "Ensure that the :guilabel:`Barcode Nomenclature` setting is set as " ":menuselection:`Default GS1 Nomenclature`. Jump to the :ref:`nomenclature " @@ -1138,7 +627,7 @@ msgstr "" "section sur la :ref:`configuration de la nomenclature " "` pour plus de détails." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:280 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:134 msgid "" "Ensure that the fields scanned in the barcode are enabled in Odoo. For " "example, to scan a barcode containing lots and serial numbers, make sure the" @@ -1153,7 +642,7 @@ msgstr "" "` et :ref:`sur le produit " "`." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:284 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 msgid "" "Omit punctuation such as parentheses `()` or brackets `[]` between the " ":abbr:`A.I. (Application Identifier)` and the barcode sequence. These are " @@ -1168,7 +657,7 @@ msgstr "" "plus de détails sur la création des codes-barres GS1, consultez :ref:`cette " "section `." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:288 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 msgid "" "When a single barcode contains multiple encoded fields, Odoo requires all " "rules to be listed in the barcode nomenclature for Odoo to read the barcode." @@ -1181,11 +670,39 @@ msgstr "" "` détaille comment ajouter de nouvelles" " règles dans la nomenclature des codes-barres." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:295 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:146 +msgid "" +"Test barcodes containing multiple encoded fields, piece by piece, to figure " +"out which field is causing the issue." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:150 +msgid "" +"When testing a barcode containing the |GTIN|, lot number, and quantity, " +"start by scanning the |GTIN| alone. Then, test the |GTIN| with the lot " +"number, and finally, try scanning the whole barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:154 +msgid "" +"After diagnosing the encoded field is unknown, :ref:`add new rules " +"` to Odoo's default list to recognize " +"GS1 barcodes with unique specifications." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:159 +msgid "" +"While the new field will be read, the information won't link to an existing " +"field in Odoo without developer customizations. However, adding new rules is" +" necessary to ensure the rest of the fields in the barcode are interpreted " +"correctly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:166 msgid "GS1 nomenclature list" msgstr "Liste de la nomenclature GS1" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:297 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:168 msgid "" "The table below contains Odoo's default list of GS1 rules. Barcode patterns " "are written in regular expressions. Only the first three rules require a " @@ -1198,299 +715,832 @@ msgstr "" "`_ comme caractère " "final." -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Rule Name" +msgstr "Nom de la règle" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Type" msgstr "Type" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Barcode Pattern" +msgstr "Modèle de code-barres" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "GS1 Content Type" msgstr "Type de contenu GS1" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Odoo field" msgstr "Champ Odoo" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Serial Shipping Container Code" msgstr "Serial Shipping Container Code" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package" msgstr "Colis" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "(00)(\\\\d{18})" msgstr "(00)(\\\\d{18})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "Numeric identifier" msgstr "Identifiant numérique" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package name" msgstr "Nom de colis" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Global Trade Item Number (GTIN)" +msgstr "Global Trade Item Number (GTIN)" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Unit Product" msgstr "Unité de produit" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "(01)(\\\\d{14})" +msgstr "(01)(\\\\d{14})" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid ":guilabel:`Barcode` field on product form" +msgstr "Champ :guilabel:`Code-barres` sur un formulaire de produit" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "GTIN of contained trade items" msgstr "GTIN of contained trade items" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "(02)(\\\\d{14})" msgstr "(02)(\\\\d{14})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Packaging" msgstr "Conditionnement" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "Ship to / Deliver to global location" msgstr "Ship to / Deliver to global location" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Destination location" msgstr "Emplacement de destination" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "(410)(\\\\d{13})" msgstr "(410)(\\\\d{13})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Ship / Deliver for forward" msgstr "Ship / Deliver for forward" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "(413)(\\\\d{13})" msgstr "(413)(\\\\d{13})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Source location" msgstr "Emplacement d'origine" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "I.D. of a physical location" msgstr "I.D. of a physical location" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 msgid "Location" msgstr "Emplacement" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "(414)(\\\\d{13})" msgstr "(414)(\\\\d{13})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Batch or lot number" +msgstr "Numéro de lot" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Lot" msgstr "Lot" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 msgid "(10) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "(10) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Alpha-numeric name" msgstr "Nom alphanumérique" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Serial number" msgstr "Numéro de série" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "(21) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "(21) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging date (YYMMDD)" msgstr "Packaging date (YYMMDD)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging Date" msgstr "Date de colisage" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "(13)(\\\\d{6})" msgstr "(13)(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Date" msgstr "Date" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Pack date" msgstr "Date de colisage" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date (YYMMDD)" msgstr "Best before date (YYMMDD)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before Date" msgstr "Date limite d'utilisation optimale" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "(15)(\\\\d{6})" msgstr "(15)(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date" msgstr "Date limite d'utilisation optimale" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration date (YYMMDD)" msgstr "Expiration date (YYMMDD)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration Date" msgstr "Date d'expiration" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "(17)(\\\\d{6})" msgstr "(17)(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiry date" msgstr "Date d'expiration" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Variable count of items" +msgstr "Nombre variable d'articles" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "Quantity" +msgstr "Quantité" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "(30)(\\\\d{0,8})" +msgstr "(30)(\\\\d{0,8})" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Measure" msgstr "Mesure" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 msgid "UoM: Units" msgstr "UdM : Unités" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Count of trade items" msgstr "Count of trade items" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "(37)(\\\\d{0,8})" msgstr "(37)(\\\\d{0,8})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Qty in units for containers (AI 02)" msgstr "Qté en unités pour les conteneurs (AI 02)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Net weight: kilograms (kg)" msgstr "Net weight: kilograms (kg)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "(310[0-5])(\\\\d{6})" +msgstr "(310[0-5])(\\\\d{6})" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Qty in kg" msgstr "Qté en kg" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Length in meters (m)" msgstr "Length in meters (m)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "(311[0-5])(\\\\d{6})" msgstr "(311[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Qty in m" msgstr "Qté en m" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Net volume: liters (L)" msgstr "Net volume: liters (L)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "(315[0-5])(\\\\d{6})" msgstr "(315[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Qty in L" msgstr "Qté en L" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Net volume: cubic meters (m\\ :sup:`3`)" msgstr "Net volume: cubic meters (m\\ :sup:`3`)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "(316[0-5])(\\\\d{6})" msgstr "(316[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Qty in m\\ :sup:`3`" msgstr "Qté en m\\ :sup:`3`" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Length in inches (in)" msgstr "Length in inches (in)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "(321[0-5])(\\\\d{6})" msgstr "(321[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Qty in inches" msgstr "Qté en pouces" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Net weight/volume: ounces (oz)" msgstr "Net weight/volume: ounces (oz)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "(357[0-5])(\\\\d{6})" msgstr "(357[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Qty in oz" msgstr "Qté en oz" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Net volume: cubic feet (ft\\ :sup:`3`)" msgstr "Net volume: cubic feet (ft\\ :sup:`3`)" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "(365[0-5])(\\\\d{6})" msgstr "(365[0-5])(\\\\d{6})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Qty in ft\\ :sup:`3`" msgstr "Qté en ft\\ :sup:`3`" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging type" msgstr "Packaging type" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging Type" msgstr "Type de conditionnement" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "(91) ([!\"%-/0-9:-?A-Z_a-z]{0,90})" msgstr "(91) ([!\"%-/0-9:-?A-Z_a-z]{0,90})" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Package type" msgstr "Type de colis" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:3 +msgid "GS1 barcode usage" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:10 +msgid "" +"GS1 barcodes provide a standardized format that barcode scanners can " +"interpret. They encode information in a :ref:`specific structure recognized " +"globally `, allowing scanners to understand and " +"process supply chain data consistently." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:14 +msgid "" +"Odoo *Barcode* interprets and prints GS1 barcodes, automating product " +"identification and tracking in warehouse operations such as receiving, " +"picking, and shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:17 +msgid "" +"The following sections contain examples of how Odoo uses GS1 barcodes " +"provided by the business to identify common warehouse items and automate " +"certain warehouse workflows." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:21 +msgid "" +"Odoo **does not** create GS1 barcodes. Businesses must purchase a unique " +"Global Trade Item Number (GTIN) from GS1. Then, they can combine their " +"existing GS1 barcodes with product and supply chain information (also " +"provided by GS1) to create barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:26 +msgid "`Purchase GTINs `_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:27 +msgid ":ref:`GS1 nomenclature `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:32 +msgid "Configure barcodes for product, quantity, and lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:34 +msgid "" +"To build a GS1 barcode that contains information about a product, its " +"quantities, and the lot number, the following barcode patterns and " +"Application Identifiers (A.I.) are used:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Name" +msgstr "Nom" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "A.I." +msgstr "A.I." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Field in Odoo" +msgstr "Champ dans Odoo" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Product" +msgstr "Produit" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:203 +msgid "01" +msgstr "01" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:139 +msgid "30" +msgstr "30" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid ":guilabel:`Units` field on transfer form" +msgstr "Champ :guilabel:`Unités` sur un formulaire de transfert" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Lot Number" +msgstr "Numéro de lot" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:143 +msgid "10" +msgstr "10" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" +msgstr "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid ":guilabel:`Lot` on Detailed Operations pop-up" +msgstr ":guilabel:`Lot` sur la fenêtre contextuelle des Opérations détaillées" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 +msgid "Configuration" +msgstr "Configuration" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:54 +msgid "" +"First, :ref:`enable product tracking using lots " +"` by navigating to " +":menuselection:`Inventory app --> Configuration --> Settings`, and checking " +"the box for :guilabel:`Lots & Serial Numbers` under the " +":guilabel:`Traceability` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:58 +msgid "" +"Then, set up the product barcode by navigating to the intended product form " +"in :menuselection:`Inventory app --> Products --> Products` and selecting " +"the product. On the product form, click :guilabel:`Edit`. Then, in the " +":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " +"with the unique 14-digit `Global Trade Item Number (GTIN) " +"`_, which is a universally " +"recognized identifying number that is provided by GS1." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:66 +msgid "" +"On the product form, omit the |AI| `01` for |GTIN| product barcode pattern, " +"as it is only used to encode multiple barcodes into a single barcode that " +"contains detailed information about the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:72 +msgid "" +"To record the GS1 barcode for the product, `Fuji Apple`, enter the 14-digit " +"|GTIN| `20611628936004` in the :guilabel:`Barcode` field on the product " +"form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Enter 14-digit GTIN into the Barcode field on product form." +msgstr "" +"Saisissez le GTIN à 14 chiffres dans le champ Code-barres sur le formulaire " +"du produit." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:80 +msgid "" +"To view a list of *all* products and their corresponding barcodes in the " +"Odoo database, navigate to :menuselection:`Inventory app --> Configuration " +"--> Settings`. Under the :guilabel:`Barcode` heading, click on the " +":guilabel:`Configure Product Barcodes` button under the :guilabel:`Barcode " +"Scanner` section. Enter the 14-digit |GTIN| into the :guilabel:`Barcode` " +"column, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "View the Product Barcodes page from inventory settings." +msgstr "" +"Vue de la page des codes-barres des produits dans les paramètres " +"d'inventaire." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:92 +msgid "" +"After activating tracking by lots and serial numbers from the settings page," +" specify that this feature is to be applied on each product by navigating to" +" the :guilabel:`Inventory` tab on the product form. Under " +":guilabel:`Tracking`, choose the :guilabel:`By Lots` radio button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "" +"Enable product tracking by lots in the \"Inventory\" tab of the product " +"form." +msgstr "" +"Activez le suivi des produits par lots dans l'onglet \"Inventaire\" du " +"formulaire du produit." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:176 +msgid "Scan barcode on receipt" +msgstr "Scanner le code-barres sur la réception" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:103 +msgid "" +"To ensure accurate lot interpretation in Odoo on product barcodes scanned " +"during a receipt operation, navigate to the :menuselection:`Barcode` app to " +"manage the :ref:`receipt picking process `." +msgstr "" +"Pour garantir une interprétation précise des lots dans Odoo sur les codes-" +"barres des produits scannés lors d'une opération de réception, allez à " +"l'application :menuselection:`Code-barres` pour gérer le :ref:`processus de " +"transfert des réceptions `." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:107 +msgid "" +"From the :guilabel:`Barcode Scanning` dashboard, click the " +":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " +"the list of vendor receipts to process. Receipts generated from :abbr:`POs " +"(Purchase Orders)` are listed, but new receipt operations can also be " +"created directly through the :menuselection:`Barcode` app using the " +":guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:112 +msgid "" +"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" +" product barcodes and lot numbers with a barcode scanner. The scanned " +"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " +"open a window and manually enter quantities for specific lot numbers." +msgstr "" +"Sur la liste des réceptions, cliquez sur l'opération d'entrepôt (`WH/IN`) et" +" scannez les codes-barres et les numéros de lot du produit à l'aide d'un " +"lecteur de codes-barres. Le produit scanné apparaît alors dans la liste. " +"Utilisez le bouton :guilabel:`✏️ (crayon)` pour ouvrir une fenêtre et saisir" +" manuellement les quantités pour des numéros de lot spécifiques." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:118 +msgid "" +"After placing a :abbr:`PO (Purchase Order)` for fifty apples, navigate to " +"the associated receipt in the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:121 +msgid "" +"Scan the barcode containing the |GTIN|, quantity, and lot number. For " +"testing with a barcode scanner, below is an example barcode for the fifty " +"Fuji apples in Lot 2." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:129 +msgid "50 Fuji apples in Lot0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:199 +msgid "2D Matrix" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"2D matrix of GS1 barcode of 50 fuji apples with an assigned lot number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:202 +msgid "|AI| (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:204 +msgid "GS1 Barcode (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:137 +msgid "20611628936004" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:138 +msgid "|AI| (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:208 +msgid "GS1 Barcode (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:141 +msgid "00000050" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:142 +msgid "|AI| (lot)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:144 +msgid "GS1 Barcode (lot #)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:145 +msgid "LOT0002" +msgstr "LOT0002" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:210 +msgid "Full GS1 barcode" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:147 +msgid "0120611628936004 3000000050 10LOT0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:149 +msgid "" +":ref:`If the configuration is correct `," +" `50/50` :guilabel:`Units` processed will be displayed and the " +":guilabel:`Validate` button turns green. Click the :guilabel:`Validate` " +"button to complete the reception." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"Scan the barcode for a product on the reception picking page in the " +"*Barcode* app." +msgstr "" +"Scannez le code-barres d'un produit sur la page de transfert de réception " +"dans l'application *Code-barres*." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:160 +msgid "Configure barcode for product and non-unit quantity" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:162 +msgid "" +"To build a GS1 barcode that contains products measured in a non-unit " +"quantity, like kilograms, for example, the following barcode patterns are " +"used:" +msgstr "" +"Pour créer un code-barres GS1 qui contient des produits mesurés dans une " +"quantité non unitaire, comme des kilogrammes, les modèles de code-barres " +"suivants sont utilisés :" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Quantity in kilograms" +msgstr "Quantité en kilogrammes" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "310[0-5]" +msgstr "310[0-5]" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:178 +msgid "" +"To confirm that quantities are correctly interpreted in Odoo, place an order" +" in the *Purchase* app using the appropriate unit of measure " +"(:guilabel:`UoM`) for the quantity of products to be purchased." +msgstr "" +"Pour confirmer que les quantités sont correctement interprétées dans Odoo, " +"placez une commande dans l'application *Achats* en utilisant l'unité de " +"mesure (:guilabel:`UdM`) appropriée pour la quantité de produits à acheter." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:183 +msgid "" +":ref:`Simplify vendor unit conversions with UoMs `" +msgstr "" +":ref:`Simplifiez les conversions d'unités fournisseurs avec les UdM " +"`" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:185 +msgid "" +"After the order is placed, navigate to the :menuselection:`Barcode` app to " +":ref:`receive the vendor shipment `." +msgstr "" +"Une fois la commande placée, allez à l'application :menuselection:`Code-" +"barres` pour :ref:`recevoir l'envoi du fournisseur `." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:189 +msgid "" +"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " +"peaches by scanning the barcode containing the |GTIN| and quantity of " +"peaches in kilograms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:197 +msgid "52.1 kg of Peaches" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "2D matrix of GS1 barcode of 52.1 kg of peaches." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:205 +msgid "00614141000012" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:206 +msgid "|AI| (kg, 1 decimal point)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:207 +msgid "3101" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:209 +msgid "000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:211 +msgid "0100614141000012 3101000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:213 +msgid "" +":ref:`If the configuration is correct `," +" `52.1 / 52.1` :guilabel:`kg` will be displayed and the :guilabel:`Validate`" +" button turns green. Finally, press :guilabel:`Validate` to complete the " +"validation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Scan barcode screen for a reception operation in the Barcode app." +msgstr "" +"Écran de scan du code-barres pour une opération de réception dans " +"l'application Code-barres." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:222 +msgid "Verify product moves" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:224 +msgid "" +"For additional verification, the quantities of received products are also " +"recorded on the :guilabel:`Product Moves` report, accessible by navigating " +"to :menuselection:`Inventory app --> Reporting --> Product Moves`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:228 +msgid "" +"The items on the :guilabel:`Product Moves` report are grouped by product by " +"default. To confirm the received quantities, click on a product line to open" +" its collapsible drop-down menu, which displays a list of *stock move lines*" +" for the product. The latest stock move matches the warehouse reception " +"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " +"scan, demonstrating that the records processed in the *Barcode* app were " +"properly stored in *Inventory*." +msgstr "" +"Les articles sur le rapport des :guilabel:`Mouvements de stock` sont " +"regroupés par produit par défaut. Pour confirmer les quantités reçues, " +"cliquez sur une ligne de produit pour ouvrir son menu déroulant rétractable," +" qui affiche une liste des *lignes de mouvement de stock* pour le produit. " +"Le dernier mouvement de stock correspond au numéro de réception de " +"l'entrepôt (par ex. `WH/IN/00013`) et à la quantité traitée dans la lecture " +"du code-barres, ce qui prouve que les enregistrements traités dans " +"l'application *Code-barres* ont été correctement stockés dans *Inventaire*." + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "Reception stock move record for 52.1 kg of peaches." +msgstr "" +"Enregistrement d'un mouvement de stock de réception pour 52,1 kg de pêches." + #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst:3 msgid "Process to Transfers" msgstr "Processus de transfert" @@ -5841,548 +5891,597 @@ msgid "Planning" msgstr "Planification" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:3 -msgid "How is the Scheduled Delivery Date Computed" -msgstr "Comment se calcule la date de livraison prévue" +msgid "Scheduled delivery dates" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:5 msgid "" -"Providing the best possible service to customers is vital for business. It " -"implies planning every move: manufacturing orders, deliveries, receptions, " -"and so on. To do so, you need to configure lead time properly and coordinate" -" scheduled dates." +"Accurately forecasting delivery dates is vital for fulfilling customer " +"expectations. In Odoo, the *Inventory* app allows for comprehensive lead " +"time configuration, allowing coordination and planning of manufacturing " +"orders, deliveries, and receptions." msgstr "" -"Offrir le meilleur service possible aux clients est vital pour les " -"entreprises. Cela implique de planifier chaque geste : ordres de " -"fabrication, livraisons, réceptions, etc. Pour ce faire, vous devez " -"configurer correctement les délais et coordonner les dates prévues." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:9 -msgid "" -"By using lead times, Odoo provides end dates, the **Commitment Date**, for " -"each process. On a sales order, for example, this is the date your customer " -"will get the products he ordered." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:10 +msgid "Lead time types" msgstr "" -"En utilisant des délais, Odoo fournit des dates de fin, la **date " -"d'engagement**, pour chaque processus. Sur une commande client, par exemple," -" il s'agit de la date à laquelle votre client recevra les produits qu'il a " -"commandés." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:12 msgid "" -"From the customers’ side, the commitment date is important because it gives " -"them an estimation of when they will receive their products. The dates take " -"all other lead times, such as manufacturing, delivery, or suppliers, into " -"account." +"Different lead times for different operations can impact various stages of " +"the order fulfillment process. Here's a summary of the types of lead times " +"in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "Show graphic of all lead times working together." msgstr "" -"Côté client, la date d'engagement est importante, car elle lui donne une " -"estimation de la date à laquelle il recevra ses produits. La date prend en " -"compte tous les autres délais, comme la fabrication, la livraison ou les " -"fournisseurs." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:19 -msgid "How are Lead Times Calculated?" -msgstr "Comment se calculent les délais ?" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:27 msgid "" -"As said above, there are several types of lead times. Each is calculated " -"based on various indicators. Before going through the configuration, here is" -" a brief summary of how lead times are calculated and what they are:" +":ref:`Customer lead time `: The default " +"time frame for fulfilling customer orders. The customer lead time is the " +"number of days from the date the sales order (SO) is confirmed to the date " +"the products are shipped from the warehouse. This is also known as *delivery" +" lead time*." msgstr "" -"Comme indiqué ci-dessus, il y a plusieurs types de délais. Chaque délai est " -"calculé en fonction de différents indicateurs. Avant de passer à la " -"configuration, voici un résumé succinct de la façon dont se calculent les " -"délais et de ce qu'ils sont : " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:24 msgid "" -"**Customer Lead Time**: the customer lead time is the default duration you " -"set. Therefore, the expected date on the sales orders is today + customer " -"lead time." +":ref:`Sales security lead time `: " +"moves the *scheduled delivery date* forward by a specified number of days. " +"This serves as a buffer to allow the team ample time to prepare the outgoing" +" shipment earlier, considering the possibility of delays in the fulfillment " +"process." msgstr "" -"**Délai de livraison au client** : le délai de livraison au client est la " -"durée par défaut que vous avez définie. Par conséquent, la date prévue sur " -"la commande client est aujourd'hui + le délai de livraison au client." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:29 msgid "" -"**Sales Security Lead Time**: the purpose is to be ready shipping that many " -"days before the actual commitment taken with the customer. Then, the default" -" scheduled date on the delivery order is **SO delivery date - Security Lead " -"Time**." +":ref:`Purchase lead time `: the number of " +"days from the confirmation of a purchase order (PO) to the receipt of " +"products. It provides insight on the time it takes for products to arrive at" +" the warehouse, facilitating effective scheduling and planning of supplier " +"deliveries." msgstr "" -"**Délai de livraison pour les ventes** : l'objectif est d'être prêt à " -"expédier autant de jours avant l'engagement réel pris avec le client. La " -"date prévue par défaut sur le bon de livraison est donc **date de livraison " -"de la commande - délai de livraison pour les ventes**." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:34 msgid "" -"**Purchase Security Lead Time**: margin of error for vendor lead times. When" -" the system generates Purchase Orders for procuring products, they will be " -"scheduled that many days earlier to cope with unexpected vendor delays." +":ref:`Purchase security lead time `: advances the order deadline on a :abbr:`PO (Purchase Order)` by a " +"specified number of days. This proactive approach of placing orders earlier " +"mitigates the risk of vendor or shipping delays. Thus, for products that are" +" set to replenish to order, the need appears on the *Replenishment report* " +"earlier, according to the specified number of days." msgstr "" -"**Délai de livraison pour les achats** : marge d'erreur pour les délais des " -"fournisseurs. Quand le système génère des bons de commande pour l'achat de " -"produits, ceux-ci seront programmés autant de jours plus tôt pour faire face" -" aux retards imprévus des fournisseurs." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:40 msgid "" -"**Purchase Delivery Lead Time**: this is the expected time between a PO " -"being confirmed and the receipt of the ordered products. The **Receipt " -"scheduled date - Vendor delivery date** is the default *PO Order By* date." +":ref:`Manufacturing lead time `: the number " +"of days needed to complete a manufacturing order (MO) from the date of " +"confirmation. This lead time includes weekends (non-working hours in Odoo), " +"and is used to forecast an approximate production date for a finished good." msgstr "" -"**Délai de livraison des achats** : il s'agit du délai prévu entre la " -"confirmation d'un bon de commande et la réception des produits commandés. La" -" **date prévue de la réception - date de livraison du fournisseur** est la " -"date par défaut du *bon de commande*." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:45 msgid "" -"**Days to Purchase**: number of days the purchasing department takes to " -"validate a PO. If another RFQ to the same vendor is already opened, Odoo " -"adds the line to the RFQ instead of creating a new one. Then, the specific " -"date is set on the line." +":ref:`Manufacturing security lead time `: moves the scheduled date of the :abbr:`MO (Manufacturing Order)` " +"forward by a specified number of days. When used in conjunction with " +":ref:`replenish to order `, the " +"security lead time makes the need appear earlier on the replenishment " +"report." msgstr "" -"**Jours pour acheter** : nombre de jours que le service des achats prend " -"pour valider un bon de commande. Si une autre demande de prix au même " -"fournisseur est déjà ouvert, Odoo ajoute la ligne à la demande de prix au " -"lieu d'en créer une nouvelle. La date spécifique est ensuite définie sur la " -"ligne." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:53 +msgid "Sales lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:55 msgid "" -"**Manufacturing Lead Time**: this is the expected time it takes to " -"manufacture a product. This lead time is independent of the quantity to " -"produce and does not take the routing time into account." +"Customer lead times and sales security lead times can be configured to " +"automatically compute an *expected delivery date* on a :abbr:`SO (Sales " +"Order)`. The expected delivery date ensures a realistic *delivery dates* " +"setting for shipments from the warehouse." msgstr "" -"**Délai de fabrication** : il s'agit du temps prévu pour la fabrication d'un" -" produit. Ce délai est indépendant de la qualité à produire et ne prend pas " -"en compte le temps d'acheminement." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:59 msgid "" -"**Manufacturing Security Lead Time**: additional time to mitigate the risk " -"of a manufacturing delay. In case of a *Replenish to Order*, the **Delivery " -"Order scheduled date - Manufacturing Lead Time - Manufacturing Security Lead" -" Time** is the default *Manufacturing Order* planned date." +"Odoo issues a warning message if the set delivery date is earlier than the " +"expected date, as it may not be feasible to fulfill the order by that time, " +"which would impact other warehouse operations." msgstr "" -"**Délai de sécurité de fabrication** : délai supplémentaire pour atténuer le" -" risque d'un retard de fabrication. Dans le cas d'un *Réapprovisionnement " -"sur commande*, la **Date prévue de livraison - Délai de fabrication - Délai " -"de sécurité de fabrication** est la date prévue par défaut de l'*Ordre de " -"fabrication*." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:68 -msgid "Sales - Lead Times" -msgstr "Ventes - Délais" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:63 msgid "" -"In the *Sales* app, there is an option called *Delivery Date*. It allows " -"seeing an additional field on the sales orders, *Expected Date*. This one is" -" automatically computed based on the different lead times previously " -"configured." +"A :abbr:`SO (Sales Order)` containing a `Coconut-scented candle` is " +"confirmed on July 11th. The product has a customer lead time of 14 days, and" +" the business uses a sales security lead time of 1 day. Based on the lead " +"time inputs, Odoo suggests a delivery date in 15 days, on July 26th." msgstr "" -"Dans l'application *Ventes*, il existe une option appelée *Date de " -"livraison*. Elle permet d'afficher un champ additionnel sur les commandes, " -"*Date prévue*. Celle-ci est automatiquement calculée en fonction des " -"différents délais précédemment configurés. " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"View of the delivery settings to have the delivery lead time taken into " -"account" +"Set *Delivery Date* in a sales order. Enables delivery lead times feature." msgstr "" -"Vue des paramètres de livraison pour prendre en compte le délai de livraison" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:71 msgid "" -"If the set up *Delivery Date* is earlier than the the *Expected Date*, a " -"warning message is displayed." +"The following sections demonstrate how to automatically compute expected " +"delivery dates." msgstr "" -"Si la *Date de livraison* configurée est antérieure à la *Date prévue*, un " -"message d'avertissement s'affiche." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:74 +msgid "Customer lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:76 msgid "" -"View of the error that occurs when trying to choose an earlier date than what calculated\n" -"by Odoo" +"Set the customer lead time on each product form, by navigating to the " +"products page. To do so, go to :menuselection:`Sales app --> Products --> " +"Products`. From there, select the desired product, and switch to the " +":guilabel:`Inventory` tab. Then, under the :guilabel:`Customer Lead Time` " +"field, fill in the number of calendar days required to fulfill the delivery " +"order from start to finish." msgstr "" -"Vue de l'erreur qui se produit lorsqu'on essaie de choisir une date antérieure à celle calculée\n" -"par Odoo" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:82 msgid "" -"But, for all of this properly working, it is still necessary to configure " -"all the lead times that could occur." +"Set a 14-day customer lead time for the `Coconut-scented candle` by " +"navigating to its product form. Then, in the :guilabel:`Inventory` tab, type" +" `14.00` days into the :guilabel:`Customer Lead Time` field." msgstr "" -"Mais, pour que tout cela fonctionne correctement, il est encore nécessaire " -"de configurer tous les délais qui pourraient se produire." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:91 -msgid "Customer Lead Time" -msgstr "Délai de livraison au client" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Set *Customer Lead Time* on the product form." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:93 +msgid "Sales security lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:95 msgid "" -"The *Customer Lead Time* is the time needed for your product to go from your" -" warehouse to the customer place. It can be configured on any product by " -"going to :menuselection:`Sales --> Products --> Products`. There, open your " -"product form, go in the inventory tab, and add your *Customer Lead Time*." +"*Sales security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -"Le *Délai de livraison au client* est le temps nécessaire pour que votre " -"produit aille de votre entrepôt chez le client. Il peut être configuré sur " -"n'importe quel produit en allant à :menuselection:`Ventes --> Produits --> " -"Produits`. Ouvrez la fiche de votre produit, allez à l'onglet inventaire et " -"ajoutez votre *Délai de livraison au client*." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the customer lead time configuration from the product form" -msgstr "" -"Vue de la configuration du délai de livraison au client sur la fiche produit" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:98 msgid "" -"For example, product B is ordered on the 2nd of April but the *Customer Lead" -" Time* is two days. In that case, the expected delivery date is the 4th of " -"April." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Sales`, and " +"click the checkbox to enable the feature." msgstr "" -"Par exemple, produit B est commandé le 2 avril et le *Délai de livraison au " -"client* est de deux jours. La date de livraison prévue sera alors le 4 " -"avril." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:108 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 -msgid "Security Lead Time" -msgstr "Délai de sécurité" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:101 msgid "" -"In sales, *Security Lead Time* corresponds to backup days to ensure you are " -"able to deliver the products in time. The purpose is to be ready shipping " -"earlier in order to arrive on time." +"Next, enter the desired number of calendar days. This security lead time is " +"a buffer notifying the team to prepare for outgoing shipments earlier than " +"the scheduled date." msgstr "" -"En vente, le *Délai de sécurité* correspond à des jours de sauvegarde pour " -"s'assurer que vous êtes en mesure de livrer les produits à temps. L'objectif" -" est d'être prêt à expédier plus tôt afin d'arriver à temps." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:105 msgid "" -"The number of security days is subtracted from the calculation to compute a " -"scheduled date earlier than the one promised to the customer." +"Setting the :guilabel:`Security Lead Time for Sales` to `1.00` day, pushes " +"the :guilabel:`Scheduled Date` of a delivery order (DO) forward by one day. " +"In that case, if a product is initially scheduled for delivery on April 6th," +" but with a one-day security lead time, the new scheduled date for the " +"delivery order would be April 5th." msgstr "" -"Le nombre de jours de sécurité est soustrait du calcul pour calculer une " -"date prévue antérieure à celle promise au client." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:117 -msgid "" -"To set this up, go to :menuselection:`Inventory --> Configuration --> " -"Settings` and enable the feature *Security Lead Time for Sales*." -msgstr "" -"Pour configurer ce délai, allez à :menuselection:`Inventaire --> " -"Configuration --> Paramètres` et activez la fonctionnalité *Délai de " -"sécurité pour les ventes*." - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" "View of the security lead time for sales configuration from the sales " -"settings" +"settings." msgstr "" -"Vue de la configuration du délai de sécurité pour les ventes dans les " -"paramètres de vente" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:124 -msgid "" -"For example, product B is scheduled to be delivered on the 6th of April but " -"the *Security Lead Time* is one day. In that case, the scheduled date for " -"the delivery order is the 5th of April." -msgstr "" -"Par exemple, le produit B est prévu d'être livré le 6 avril et le *Délai de " -"sécurité* est de 1 jour. La date de livraison sur le bon de livraison sera " -"donc le 5 avril. " - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:115 msgid "Deliver several products" msgstr "Livrer plusieurs produits" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:117 msgid "" -"In many cases, customers order several products at the same time. Those can " -"have different lead times but still need to be delivered, at once or " -"separately. Fortunately, Odoo can help you handle these cases easily." +"For orders that include multiple products with different lead times, the " +"lead times can be configured directly from the quotation itself. On a " +"quotation, click the :guilabel:`Other Info` tab, and set the " +":guilabel:`Shipping Policy` to:" msgstr "" -"Souvent, les clients commandent plusieurs produits à la fois. Ces produits " -"peuvent avoir des délais différents, mais doivent toujours être livrés, en " -"une seule fois ou séparément. Heureusement, Odoo peut vous aider à gérer ces" -" cas facilement." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:121 msgid "" -"From the *Other Info* tab of your *Sale Order*, you can choose between *When" -" all products are ready* and *As soon as possible*. The first one is to " -"deliver products at once, while the second is to deliver them separately." +":guilabel:`As soon as possible` to deliver products as soon as they are " +"ready. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is " +"determined by adding today's date to the shortest lead time among the " +"products in the order." msgstr "" -"Dans l'onglet *Autres informations* de votre *bon de commande*, vous pouvez " -"choisir entre *Quand tous les produits sont prêts* et *Dès que possible*. La" -" première option consiste à livrer tous les produits en une fois, tandis que" -" la seconde consiste à les livrer séparément." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:125 msgid "" -"For example, products A and B are ordered at the same time. A has 8 lead " -"days and B has 5. With the first option, the *Expected Date* is calculated " -"based on the product with the most lead days, here A. If the order is " -"confirmed on the 2nd of April, then the *Expected Date* is on the 10th of " -"April." +":guilabel:`When all products are ready` to wait to fulfill the entire order " +"at once. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` " +"is determined by adding today's date to the longest lead time among the " +"products in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "Show *Shipping Policy* field in the *Other Info* tab of a quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:134 +msgid "" +"In a quotation containing 2 products, `Yoga mat` and `Resistance band,` the " +"products have a lead time of 8 days and 5 days, respectively. Today's date " +"is April 2nd." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:137 +msgid "" +"When the :guilabel:`Shipping Policy` is set to :guilabel:`As soon as " +"possible`, the scheduled delivery date is 5 days from today: April 7th. On " +"the other hand, selecting :guilabel:`When all products are ready` configures" +" the scheduled date to be 8 days from today: April 10th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:144 +msgid "Purchase lead times" msgstr "" -"Par exemple, les produits A et B sont commandés en même temps. A a un délai " -"de 8 jours et B a un délai de 5 jours. Grâce à la première option, la *Date " -"prévue* est calculée en fonction du produit ayant le plus grand délai, A en " -"l'espèce. Si la commande est confirmée le 2 avril, la *Date prévue* sera le " -"10 avril." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:146 msgid "" -"With the second option, the *Expected Date* is calculated based on the " -"product with the least customer lead days. In this example, B is the product" -" with the least lead days. So, the *Expected Date* is on the 7th of April." +"Automatically determining the dates on which to place orders from suppliers " +"can help simplify the procurement process." msgstr "" -"Avec la seconde option, la *Date prévue* est calculée en fonction du produit" -" avec le délai de livraison au client le plus court. Dans cet exemple, B est" -" le produit avec le plus petit délai, donc la *Date prévue* sera le 7 avril." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:152 -msgid "Purchase - Lead Times" -msgstr "Achats - Délais" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:155 -msgid "Supplier Lead Time" -msgstr "Délai fournisseur" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:149 msgid "" -"The *Supplier Lead Time* is the time needed for a product you purchased to " -"be delivered. To configure it, open a product from :menuselection:`Purchase " -"--> Products --> Products` and add a vendor under the *Purchase* tab." +"Odoo calculates the supplier shipment *receipt date*, and :abbr:`PO " +"(Purchase Order)` deadline, based on the required date the product is needed" +" in the warehouse. By working backwards from the receipt date, vendor lead " +"times and purchase security lead times are taken into account, in order to " +"determine the :abbr:`PO (Purchase Order)` deadline." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:154 +msgid "" +"This deadline is the date by which the order should be confirmed, in order " +"to ensure timely arrival by the expected receipt date." msgstr "" -"Le *Délai fournisseur* est le temps nécessaire pour qu'un produit que vous " -"avez acheté soit livré. Pour le configurer, ouvrez une fiche produit en " -"allant à :menuselection:`Achats --> Produits --> Produits` et ajoutez un " -"fournisseur dans l'onglet *Achat*." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the way to add vendors to products" -msgstr "Vue de la manière d'ajouter des fournisseurs aux produits" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:166 msgid "" -"By clicking on *Add a line*, a new window is displayed. You can specify the " -"*Delivery Lead Time* there. If done so, the delivery day for every purchase " -"of that product is now equal to *Date of the Purchase Order + Delivery Lead " -"Time*." +"Visualization of PO deadline and receipt date used with vendor lead times." msgstr "" -"En cliquant sur *Ajouter une ligne*, une nouvelle fenêtre apparaît. Vous " -"pouvez y préciser le *Délai de livraison*. Si vous le faites, le jour de " -"livraison pour chaque achat de ce produit est maintenant égal à la *Date du " -"bon de commande + Délai de livraison*." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the delivery lead time configuration from a vendor form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:162 +msgid "" +":ref:`PO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:165 +msgid "Vendor lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:167 +msgid "" +"To set a vendor lead time for orders arriving in the warehouse from a vendor" +" location, begin by navigating to a product form through " +":menuselection:`Purchase app --> Products --> Products`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:170 +msgid "" +"Next, select the desired product, and switch to the :guilabel:`Purchase` " +"tab. In the editable vendor pricelist, click the :guilabel:`Add a line` " +"button to add vendor details, such as the :guilabel:`Vendor` name, " +":guilabel:`Price` offered for the product, and lastly, the " +":guilabel:`Delivery Lead Time`." msgstr "" -"Vue de la configuration du délai de livraison sur la fiche fournisseur" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:176 msgid "" -"It is possible to add different vendors and, thus, different lead times " -"depending on the vendor." +"Multiple vendors and lead times can be added to the vendor pricelist. The " +"default vendor and lead time selected will be the entry at the top of the " +"list." msgstr "" -"Il est possible d'ajouter plusieurs fournisseurs et donc, différents délais " -"en fonction du fournisseur." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 msgid "" -"The *Security Lead Time* for purchase follows the same logic as the one for " -"*Sales*, except that you are the customer. Then, it is the margin of error " -"for your supplier to deliver your order." +"On the vendor pricelist of the product form, the :guilabel:`Delivery Lead " +"Time` for the selected vendor is set to `10 days.`" msgstr "" -"Le *Délai de sécurité* pour les achats suit la même logique que celui pour " -"les *Ventes*, sauf que vous êtes le client. Il s'agit alors de la marge " -"d'erreur de votre fournisseur pour livrer votre commande." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:186 -msgid "" -"To set up *Security Lead Time* for purchase, go to :menuselection:`Inventory" -" --> Configuration --> Settings` and enable the feature." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Add delivery lead times to vendor pricelist on a product." msgstr "" -"Pour configurer le *Délai de sécurité* pour l'achat, allez à " -":menuselection:`Inventaire --> Configuration --> Paramètres` et activez la " -"fonctionnalité." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:187 msgid "" -"View of the security lead time for purchase from the inventory settings" +"By setting the vendor lead time, the expected arrival date of the item is " +"automatically determined as the date of the :abbr:`PO (Purchase Order)` " +"confirmation, plus the vendor lead time. This ensures that warehouse " +"employees are notified, if the products do **not** arrive within the " +"expected timeframe." msgstr "" -"Vue du délai de sécurité pour les achats dans les paramètres d'inventaire" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:193 msgid "" -"Doing so, every time the system generates purchase orders, those are " -"scheduled that many days earlier to cope with unexpected vendor delays." +"On a :abbr:`PO (Purchase Order)` confirmed on July 11th, for a product " +"configured with a 10-day vendor lead time, Odoo automatically sets the " +":guilabel:`Receipt Date` to July 21st. The receipt date also appears as the " +":guilabel:`Scheduled Date` on the warehouse receipt form, accessible from " +"the :guilabel:`Receipt` smart button, located on the :guilabel:`PO (Purchase" +" Order)`." msgstr "" -"Chaque fois que le système génère des bons de commande, ils seront planifiés" -" autant de jours plus tôt pour faire face aux retards imprévus des " -"fournisseurs." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:198 -msgid "Manufacturing - Lead Times" -msgstr "Fabrication - Délais" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:201 -msgid "Manufacturing Lead Time" -msgstr "Délai de fabrication" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:203 -msgid "" -"The *Manufacturing Lead Time* is the time needed to manufacture the product." -" To specify it, open the *Inventory* tab of your product form and add the " -"number of days the manufacturing takes." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Show expected *Receipt Date* of the product from the vendor." msgstr "" -"Le *Délai de fabrication* est le temps nécessaire pour fabriquer le produit." -" Pour le définir, ouvrez l'onglet *Inventaire* de votre fiche produit et " -"ajoutez le nombre de jours nécessaires à la fabrication." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"View of the manufacturing lead time configuration from the product form" -msgstr "Vue de la configuration du délai de fabrication sur la fiche produit" +"Show expected *Scheduled Date* of arrival of the product from the vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:209 +msgid "Purchase security lead time" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:211 msgid "" -"When working with *Manufacturing Lead Times*, the *Deadline Start* of the " -"*MO* is **Commitment Date - Manufacturing Lead Time**. For example, the MO’s" -" deadline start date for an order having a commitment date on the 10th of " -"July is June 27th." +"*Purchase security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -"Lorsque vous travaillez avec des *Délais de fabrication*, le *début " -"d'échéance* de l'*ordre de fabrication* est **Date d'engagement - Délai de " -"fabrication**. Par exemple, la date de début de l'échéance de l'ordre de " -"fabrication pour une commande dont la date d'engagement est le 10 juillet, " -"est le 27 juin." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:214 msgid "" -"The *Security Lead Time* for manufacturing allows generating manufacturing " -"orders earlier to cope with the risk of manufacturing delays." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Purchase`, and" +" click the checkbox to enable the feature." msgstr "" -"Le *Délai de sécurité* de fabrication permet de générer les ordres de " -"fabrication plus tôt pour faire face aux éventuels retards de fabrication." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 msgid "" -"To enable it, go to :menuselection:`Manufacturing --> Configuration --> " -"Settings` and tick *Security Lead Time*." +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in supplier " +"deliveries." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:221 +msgid "" +"Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, " +"pushes the :guilabel:`Scheduled Date` of receipt back by one day. In that " +"case, if a product is initially scheduled to arrive on April 6th, with a " +"two-day security lead time, the new scheduled date for the receipt would be " +"April 8th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"Set security lead time for purchase from the Inventory > Configuration > " +"Settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:233 +msgid "Manufacturing lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:235 +msgid "" +"Lead times can help simplify the procurement process for consumable " +"materials and components used in manufactured products with bills of " +"materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the deadline to " +"begin the manufacturing process to complete the product by the scheduled " +"delivery date, can be determined by configuring the manufacturing lead times" +" and manufacturing security lead times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "" +"Visualization of the determination of planned MO date manufacturing lead " +"times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:247 +msgid "Manufacturing lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:249 +msgid "" +"Configure the manufacturing lead time directly on the product form, by " +"navigating to :menuselection:`Manufacturing app --> Products --> Products`, " +"and select the desired product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:252 +msgid "" +"In the :guilabel:`Inventory` tab of the product, specify the calendar days " +"needed to the manufacture the product in the :guilabel:`Manufacturing Lead " +"Time` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 +msgid "" +"Specify a 14-day :guilabel:`Manufacturing Lead Time` for a product directly " +"in the :guilabel:`Inventory` tab of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"View of the manufacturing lead time configuration from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:263 +msgid "" +"Establish a :abbr:`MO (Manufacturing Order)` deadline, based on the " +"*expected delivery date*, indicated in the :guilabel:`Scheduled Date` field " +"of the :abbr:`DO (Delivery Order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:266 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the " +":guilabel:`Scheduled Date` field on the :abbr:`MO (Manufacturing Order)`, is" +" calculated as the *expected delivery date* subtracted by the manufacturing " +"lead time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:270 +msgid "" +"This ensures the manufacturing process begins on time, in order to meet the " +"delivery date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:272 +msgid "" +"However, it's important to note that lead times are based on calendar days. " +"Lead times do **not** consider weekends, holidays, or *work center capacity*" +" (:dfn:`the number of operations that can be performed at the work center " +"simultaneously`)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:277 +msgid ":ref:`Manufacturing planning `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:278 +msgid "" +":ref:`Configure automatic MO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:282 +msgid "" +"A product's scheduled shipment date on the :abbr:`DO (Delivery Order)` is " +"August 15th. The product requires 14 days to manufacture. So, the latest " +"date to start the :abbr:`MO (Manufacturing Order)` to meet the commitment " +"date is August 1st." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:289 +msgid "Manufacturing security lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:291 +msgid "" +"*Manufacturing security lead time* is set globally for the business in " +":menuselection:`Manufacturing app --> Configuration --> Settings`. Under the" +" :guilabel:`Planning` heading, locate the box for :guilabel:`Security Lead " +"Time`, and click the checkbox to enable the feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:295 +msgid "" +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in the " +"manufacturing process." msgstr "" -"Pour l'activer, allez à :menuselection:`Fabrication --> Configuration --> " -"Paramètres` et cochez *Délai de sécurité*." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" "View of the security lead time for manufacturing from the manufacturing app " -"settings" +"settings." msgstr "" -"Vue du délai de sécurité de fabrication dans les paramètres de l'application" -" Fabrication" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:303 msgid "" -"For example, a customer orders B with a delivery date scheduled on the 20th " -"of June. The *Manufacturing Lead Time* is 14 days and the *Security Lead " -"Time* is 3 days, so the manufacturing of B needs to start at the latest on " -"the 3rd of June, which is the MO’s planned date." +"A product has a scheduled shipment date on the :abbr:`DO (Delivery Order)` " +"set for August 15th. The manufacturing lead time is 7 days, and " +"manufacturing security lead time is 3 days. So, the :guilabel:`Scheduled " +"Date` on the :abbr:`MO (Manufacturing Order)` reflects the latest date to " +"begin the manufacturing order. In this example, the planned date on the " +":abbr:`MO (Manufacturing Order)` is August 5th." msgstr "" -"Par exemple, un client commande un produit B avec une date de livraison " -"prévue le 20 juin. Le *Délai de fabrication* est de 14 jours et le *Délai de" -" sécurité* est de 3 jours, donc la fabrication de B doit être lancé au plus " -"tard le 3 juin, qui sera la date prévue de l'ordre de fabrication." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:236 -msgid "Global Example" -msgstr "Exemple global" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:310 +msgid "Global example" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 -msgid "Here is a configuration:" -msgstr "Voici un exemple de configuration :" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:240 -msgid "1 day of security lead time for Sales" -msgstr "1 jour de délai de sécurité pour les ventes" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:241 -msgid "2 days of security lead time for Manufacturing" -msgstr "2 jours de délai de sécurité de fabrication" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:242 -msgid "3 days of manufacturing lead time" -msgstr "3 jours de délai de fabrication" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:243 -msgid "1 day of security lead time for Purchase" -msgstr "1 jour de délai de sécurité pour les achats" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:244 -msgid "4 days of supplier lead time" -msgstr "4 jours de délai fournisseur" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:246 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:312 msgid "" -"Let’s say that a customer orders B on the 1st of September and the delivery " -"date is planned to be within 20 days (September 20th). In such a scenario, " -"here is when all the various steps are triggered." +"See the following example to understand how all the lead times work together" +" to ensure timely order fulfillment:" msgstr "" -"Disons qu'un client commande un produit B le 1er septembre et que la " -"livraison est prévue dans les 20 jours (le 20 septembre). Dans ce scénario, " -"voici à quel moment les différentes étapes sont déclenchées." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:250 -msgid "**September 1st**: the sales order is created" -msgstr "**1er septembre** : la commande client est créée" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:315 +msgid "**Sales security lead time**: 1 day" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:316 +msgid "**Manufacturing security lead time**: 2 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:317 +msgid "**Manufacturing lead time**: 3 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:318 +msgid "**Purchase security lead time**: 1 day" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:319 +msgid "**Vendor lead time**: 4 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:321 msgid "" -"**September 10th**: the deadline to order components from the supplier " -"because of the manufacturing process (4 days of supplier lead time)" +"The customer places an order for a manufactured product on September 1st, " +"and the scheduled delivery date from the warehouse is on September 20th. " +"Odoo uses lead times and automated reordering rules to schedule the " +"necessary operations, based on the outgoing shipment delivery date, " +"September 20th:" msgstr "" -"**10 septembre** : l'échéance pour commander les composants au fournisseur " -"en raison du processus de fabrication (4 jours de délai fournisseur)" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" -"**September 13th**: the reception of the product from the supplier (1 day of" -" security lead time for Purchase)" +"Show timeline of how lead times work together to schedule warehouse " +"operations." msgstr "" -"**13 septembre** : la réception du produit du fournisseur (1 jour de délai " -"de sécurité pour l'achat)" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 -msgid "" -"**September 14th**: the deadline start date for the manufacturing (19th - 3 " -"days of manufacturing lead time - 2 days of security lead time for " -"Manufacturing)" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:329 +msgid "**September 1st**: Sales order created, confirmed by salesperson." msgstr "" -"**14 septembre** : la date de début de l'échéance pour la fabrication (le 19" -" septembre - 3 jours de délai de fabrication - 2 jours de délai de sécurité " -"de fabrication)" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:259 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:331 msgid "" -"**September 19th**: the expected date on the delivery order form (1 day of " -"security lead time for sales)" +"**September 9th**: Deadline to order components to ensure they arrive in " +"time when manufacturing begins (4-day supplier lead time)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:334 +msgid "" +"**September 13th**: Scheduled date of receipt for components. Initially, it " +"was set to 9/14, but the 1-day purchase security lead time pushed the date " +"earlier by 1 day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:337 +msgid "" +"**September 14th**: Deadline to begin manufacturing. Calculated by " +"subtracting the manufacturing lead time of 3 days, and the manufacturing " +"security lead time of 2 days, from the expected delivery date of September " +"19th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:341 +msgid "" +"**September 19th**: :guilabel:`Scheduled Date` on the delivery order form " +"indicates the updated expected delivery date, which was originally set as " +"September 20th. But the sales security lead time pushed the date forward by " +"a day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:345 +msgid "" +"Odoo's replenishment planning maps a business' order fulfillment process, " +"setting pre-determined deadlines and raw material order dates, including " +"buffer days for potential delays. This ensures products are delivered on " +"time." msgstr "" -"**19 septembre** : la date prévue sur le bon de livraison (1 jour de délai " -"de sécurité pour la vente)" #: ../../content/applications/inventory_and_mrp/inventory/management/products.rst:5 #: ../../content/applications/inventory_and_mrp/purchase/products.rst:5 @@ -6681,7 +6780,7 @@ msgstr "" msgid "Reordering rules" msgstr "Règles de réapprovisionnement" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:7 msgid "" "Reordering rules are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" @@ -6693,7 +6792,7 @@ msgstr "" "défini. Pour ce faire, elles précisent une quantité minimale que le stock ne" " doit pas dépasser et une quantité maximale qu'il ne doit pas dépasser." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:11 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -6709,11 +6808,11 @@ msgstr "" "*Fabriquer*, un ordre de fabrication (OF) est créé à la place. Il en est " "ainsi quelle que soit la route de réassort sélectionnée." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 msgid "Configure products for reordering rules" msgstr "Configurer les produits pour les règles de réapprovisionnement" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:19 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :guilabel:`Inventory --> Products --> " @@ -6725,7 +6824,7 @@ msgstr "" ":guilabel:`Inventaire --> Produits --> Produits`, puis sélectionnez un " "produit existant ou créez-en un nouveau en cliquant sur :guilabel:`Créer`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:23 msgid "" "First, on the :guilabel:`General Information` tab, make sure that the " ":guilabel:`Product Type` is set to :guilabel:`Storable Product`. This is " @@ -6742,7 +6841,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "Définissez le type de produit sur stockable." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:29 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:31 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -6756,7 +6855,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "Sélectionnez une ou plusieurs routes dans l'onglet Inventaire." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:38 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -6776,7 +6875,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "Précisez un fournisseur et un prix dans l'onglet Achats." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:47 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -6788,7 +6887,7 @@ msgstr "" "C'est nécessaire parce qu'Odoo crée uniquement des ordres de fabrication " "pour les produits ayant une nomenclature." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:51 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -6803,11 +6902,11 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "Le bouton intelligent Nomenclature sur une fiche de produit." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 msgid "Create new reordering rules" msgstr "Créer de nouvelles règles de réapprovisionnement" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:62 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory --> " "Configuration --> Reordering Rules`, then click :guilabel:`Create`, and fill" @@ -6818,16 +6917,16 @@ msgstr "" "réapprovisionnement`, puis cliquez sur :guilabel:`Créer` et complétez la " "nouvelle ligne comme suit :" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" ":guilabel:`Produit` : Le produit qui est réapprovisionné par la règle." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:66 msgid ":guilabel:`Location`: The location where the product is stored." msgstr ":guilabel:`Emplacement` : L'emplacement où le produit est stocké." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:67 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " @@ -6837,7 +6936,7 @@ msgstr "" "que la règle ne soit déclenchée. Lorsque le stock prévu est inférieur à " "cette quantité, un ordre de réapprovisionnement est créé pour ce produit." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:70 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." @@ -6845,7 +6944,7 @@ msgstr "" ":guilabel:`Quantité max` : La quantité maximale jusqu'à laquelle le stock " "est réapprovisionné." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " @@ -6855,7 +6954,7 @@ msgstr "" "réapprovisionné par lots d'une certaine quantité (par ex. un produit peut " "être réapprovisionné par lots de 20)." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:73 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -6870,7 +6969,7 @@ msgid "The form for creating a new reordering rule." msgstr "" "Le formulaire de création d'une nouvelle règle de réapprovisionnement." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:81 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory --> Products --> Products`, then " @@ -6883,7 +6982,7 @@ msgstr "" "produit. Cliquez sur :menuselection:`Règles de réapprovisionnement --> " "Créer`, puis complétez la nouvelle ligne comme indiqué ci-dessus." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:85 msgid "" "Once a reordering rule has been created for a product, if its forecasted " "quantity is below the rule's minimum quantity when the scheduler runs, a " @@ -6895,7 +6994,7 @@ msgstr "" "de l'exécuteur du planificateur, un ordre de réassort est automatiquement " "créé pour le produit. Par défaut, planificateur s'exécute une fois par jour." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:90 msgid "" "To manually trigger a reordering rule before the scheduler runs, select " ":menuselection:`Inventory --> Operations --> Run Scheduler`. Then, select " @@ -6909,7 +7008,7 @@ msgstr "" "que cette opération déclenche également toutes les autres actions " "planifiées." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:94 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -6920,7 +7019,7 @@ msgstr "" "générée. Pour voir et gérer les demandes de prix, allez à " ":menuselection:`Achats --> Commandes --> Demandes de prix`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:98 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -6932,11 +7031,11 @@ msgstr "" "fabrication)`, allez à :menuselection:`Fabrication --> Opérations --> Ordres" " de fabrication`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 msgid "Set a preferred route for reordering" msgstr "Définir une route préférée pour le réapprovisionnement" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:105 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -6948,7 +7047,7 @@ msgstr "" " de sélectionner à la fois :guilabel:`Acheter` et :guilabel:`Fabriquer`, " "permettant ainsi l'exécution des deux routes." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:109 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to if multiple are selected. " @@ -6961,7 +7060,7 @@ msgstr "" "sélectionner une route préférée, allez à :menuselection:`Inventaire --> " "Configuration --> Règles de réapprovisionnement`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:113 msgid "" "By default, the :guilabel:`Preferred Route` column is hidden on the " ":guilabel:`Reordering Rules` page. Enable it by selecting the :guilabel:`⋮ " @@ -6975,7 +7074,7 @@ msgstr "" " en cochant la case :guilabel:`Route préférée`. Cette opération permet " "d'afficher la colonne :guilabel:`Route préférée`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:118 msgid "" "Click inside of the column on the row of a reordering rule and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -6990,7 +7089,7 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "Sélectionnez une route préférée dans le menu déroulant." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:126 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " @@ -7001,6 +7100,174 @@ msgstr "" "réapprovisionné en utilisant la route qui est répertoriée en premier dans " "l'onglet :guilabel:`Inventaire` de la fiche du produit." +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:3 +msgid "Scrap inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:5 +msgid "" +"In some cases, a product in inventory may be damaged or found to be " +"defective. If it is not possible to repair or return the product, Odoo " +"*Inventory* allows users to scrap it, ensuring that usable inventory counts " +"remain accurate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 +msgid "" +"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " +"Operations --> Scrap`. Each scrap order shows the date and time the order " +"was created, along with the product and quantity that was scrapped." +msgstr "" +"Les ordres de mise au rebut peuvent être consultés en allant à " +":menuselection:`Inventaire --> Opérations --> Rebut`. Chaque ordre de mise " +"au rebut indique la date et l'heure de création de l'ordre, ainsi que le " +"produit et la quantité mis au rebut." + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:14 +msgid "" +"To view the total quantity of each item scrapped, navigate to " +":menuselection:`Inventory --> Configuration --> Locations`. Remove the " +":guilabel:`Internal` filter from the :guilabel:`Search...` bar to display " +"virtual locations. Finally, select the :guilabel:`Virtual Locations/Scrap` " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:19 +msgid "" +"By default, scrapping a product removes it from physical inventory, and " +"places it in a virtual location titled *Virtual Locations/Scrap*. A virtual " +"location is **not** a physical space, but rather a designation in Odoo that " +"is used to track items that are no longer in physical inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:23 +msgid "Learn more" +msgstr "En savoir plus" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:25 +msgid "" +"For more information about virtual locations, see the documentation about " +"the different types of :ref:`locations `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:29 +msgid "Scrap from stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:31 +msgid "" +"To scrap a product located in inventory, begin by navigating to " +":menuselection:`Inventory --> Operations --> Scrap`. On the :guilabel:`Scrap" +" Orders` page, click :guilabel:`Create` to configure a new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:35 +msgid "" +"On the scrap order, select the product being scrapped from the " +":guilabel:`Product` drop-down menu, then enter the quantity in the " +":guilabel:`Quantity` field. The :guilabel:`Source Location` defaults to the " +"location where the product is stored, and the :guilabel:`Scrap Location` " +"defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can be " +"changed by selecting a different location from their respective drop-down " +"menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "A new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:45 +msgid "" +"Finally, click :guilabel:`Validate` to scrap the product. The on-hand " +"inventory count for the scrapped product updates to subtract the scrapped " +"quantity." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:49 +msgid "Scrap from a receipt, transfer, or delivery" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:51 +msgid "" +"It is also possible to scrap products during the receipt, transfer, and " +"delivery operations. This can be necessary if any products are found to be " +"defective when receiving them into inventory, transferring them from one " +"location to another, or preparing them for delivery." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:55 +msgid "" +"To scrap a product during the receipt, transfer, or delivery operations, " +"begin by navigating to the :menuselection:`Inventory` app. On the " +":guilabel:`Overview` page, select the :guilabel:`# TO PROCESS` button on the" +" :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or " +":guilabel:`Delivery Orders` card, depending on the type of operation the " +"product is being scrapped from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:61 +msgid "" +"For the :guilabel:`Internal Transfers` card to appear on the " +":menuselection:`Overview` page of the :menuselection:`Inventory` app, the " +":guilabel:`Storage Locations` setting must be enabled. To do so, navigate to" +" :menuselection:`Configuration --> Settings`, then enable the checkbox next " +"to :guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:66 +msgid "" +"Alternatively, a list of all delivery orders, receipts, and transfers can be" +" viewed by navigating to :menuselection:`Inventory --> Operations --> " +"Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:69 +msgid "" +"Next, open a delivery order, receipt, or transfer from the corresponding " +"page by clicking on it. A :guilabel:`Scrap` button appears at the top of the" +" page. Click it to open the :guilabel:`Scrap` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The scrap pop-up in the Inventory app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:78 +msgid "" +"The :guilabel:`Scrap` button will only appear on a receipt that has been " +"validated. This is because Odoo only allows products to be scrapped once " +"they have been entered into inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:81 +msgid "" +"On the :guilabel:`Scrap` pop-up window, select the product being scrapped " +"from the :guilabel:`Product` drop-down menu. Then, enter the quantity in the" +" :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:84 +msgid "" +"The :guilabel:`Source Location` defaults to the location where the product " +"is stored, and the :guilabel:`Scrap Location` defaults to :guilabel:`Virtual" +" Locations/Scrap`, but either of these can be changed by selecting a " +"different location from their respective drop-down menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:88 +msgid "" +"Finally, click :guilabel:`Done` to scrap the product. After doing so, the " +":guilabel:`Scrap` pop-up window disappears and a :guilabel:`Scraps` smart " +"button appears in the top right of the page. Click it to view all of the " +"scrap orders created from that operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The Scraps smart button." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:3 msgid "Selecting a replenishment strategy" msgstr "Sélectionner une stratégie de réassort" @@ -7027,7 +7294,7 @@ msgid "Terminology" msgstr "Terminologie" #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:19 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 msgid "Replenishment report and reordering rules" msgstr "Rapport de réassort et règles de réassort" @@ -7061,11 +7328,11 @@ msgstr "" "Les règles de réassort peuvent être créées et gérées dans le rapport de " "réassort ou à partir de la fiche du produit." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:31 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 msgid "Make to order" msgstr "Fabrication à la commande" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:35 msgid "" "*Make to order (MTO)* is a procurement route that creates a draft purchase " "order (or manufacturing order) each time a sales order is confirmed, " @@ -7075,7 +7342,7 @@ msgstr "" "crée un bon de commande (ou un ordre de fabrication) brouillon chaque fois " "qu'une commande est confirmée, **quel que soit le niveau de stock actuel**." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:38 msgid "" "Unlike products replenished using reordering rules, Odoo automatically links" " the sales order to the |PO| or |MO| generated by the |MTO| route." @@ -7084,7 +7351,7 @@ msgstr "" "réassort, Odoo associe automatiquement la commande client au bon de commande" " ou à l'ordre de fabrication généré par la route MTO." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:41 msgid "" "Another difference between reordering rules and |MTO| is, with |MTO|, Odoo " "generates a draft |PO| or |MO| immediately after the |SO| is confirmed. With" @@ -7098,7 +7365,7 @@ msgstr "" "fabrication brouillon lorsque le stock prévu du produit tombe en dessous de " "la quantité minimale définie." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:45 msgid "" "In addition, Odoo automatically adds quantities to the |PO| or |MO| as the " "forecast changes, so long as the |PO| or |MO| is not confirmed." @@ -7107,7 +7374,7 @@ msgstr "" "l'ordre de fabrication au fur et à mesure que les prévisions changent, tant " "que le bon de commande ou l'ordre de fabrication n'est pas confirmé." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:48 msgid "" "The |MTO| route is the best replenishment strategy for products that are " "customized, and/or for products that have no stock kept on-hand." @@ -7115,7 +7382,7 @@ msgstr "" "La route MTO est la meilleure stratégie de réassort pour les produits " "personnalisés et/ou pour des produits qui ne sont pas en stock." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:58 msgid "" "To access the replenishment report, go to :menuselection:`Inventory app --> " "Operations --> Replenishment.`" @@ -7123,7 +7390,7 @@ msgstr "" "Pour accéder au rapport de réassort, allez à l'application " ":menuselection:`Inventaire --> Opérations --> Réassort.`" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:61 msgid "" "By default, the replenishment report dashboard shows every product that " "needs to be manually reordered. If there is no specific rule for a product, " @@ -7136,7 +7403,7 @@ msgstr "" ":guilabel:`Quantité minimale` et la :guilabel:`Quantité maximale` sont " "toutes deux `0,00`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:66 msgid "" "For products that don't have a set reordering rule, Odoo calculates the " "forecast based on confirmed sales orders, deliveries, and receipts. For " @@ -7150,7 +7417,7 @@ msgstr "" "définie, Odoo calcule les prévisions normalement, mais prend également en " "compte le délai des achats/de fabrication et le délai de sécurité." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:72 msgid "" "Before creating a new reordering rule, make sure the product has a *vendor* " "or a *bill of materials* configured on the product form. To check this, go " @@ -7168,7 +7435,7 @@ msgstr "" ":guilabel:`Achats` et la nomenclature, si elle est configuré, en cliquant " "sur le bouton intelligent :guilabel:`Nomenclatures` en haut de la fiche." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:78 msgid "" "The :guilabel:`Product Type`, located in the :guilabel:`General Information`" " tab on the product form, **must** be set to :guilabel:`Storable Product`. " @@ -7190,7 +7457,7 @@ msgstr "" "Le rapport de réassort répertoriant tous les articles à acheter pour " "répondre aux besoins actuels." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:87 msgid "" "To create a new reordering rule from the replenishment report, go to " ":menuselection:`Inventory app --> Operations --> Replenishment`, click " @@ -7207,7 +7474,7 @@ msgstr "" "une :guilabel:`Quantité max` dans les colonnes appropriées sur la page du " "rapport de :guilabel:`Réassort`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:93 msgid "" "To create a new reordering rule from the product form, go to " ":menuselection:`Inventory app --> Products --> Products`, and select a " @@ -7220,11 +7487,11 @@ msgstr "" "intelligent :guilabel:`Règles de réassort`, cliquez sur :guilabel:`Créer` et" " remplissez les champs." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 msgid "Replenishment report fields" msgstr "Champs du rapport de réassort" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:100 msgid "" "The following fields are on the :guilabel:`Replenishment` report. If any of " "these fields are not visible, click the :guilabel:`⋮ (additional options)` " @@ -7236,26 +7503,26 @@ msgstr "" "supplémentaires)` à l'extrême droite du rapport, puis cochez la case à côté " "d'un champ pour le rendre visible." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 msgid ":guilabel:`Product`: the product that requires a replenishment." msgstr ":guilabel:`Produit` : le produit qui doit être réapprovisionné." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 msgid "" ":guilabel:`Location`: the specific location where the product is stored." msgstr "" ":guilabel:`Emplacement` : l'emplacement spécifique où le produit est stocké." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 msgid ":guilabel:`Warehouse`: the warehouse where the product is stored." msgstr ":guilabel:`Entrepôt` : l'entrepôt où le produit est stocké." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:107 msgid ":guilabel:`On Hand`: the amount of product currently available." msgstr "" ":guilabel:`En stock` : la quantité de produit actuellement disponible." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 msgid "" ":guilabel:`Forecast`: the amount of product available after all current " "orders (sales, manufacturing, purchase, etc.) are taken into account." @@ -7263,7 +7530,7 @@ msgstr "" ":guilabel:`Prévision` : la quantité de produits disponible après avoir pris " "en compte toutes les commandes en cours (ventes, fabrication, achats, etc.)." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 msgid "" ":guilabel:`Preferred Route`: how the product is procured, either " ":guilabel:`Buy`, :guilabel:`Manufactured`, :guilabel:`Dropship`, etc." @@ -7271,13 +7538,13 @@ msgstr "" ":guilabel:`Route préférée` : mode d'approvisionnement du produit : " ":guilabel:`Acheter`, :guilabel:`Fabriquer`, :guilabel:`Dropshipping`, etc." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 msgid ":guilabel:`Vendor`: the company from which the product is acquired." msgstr "" ":guilabel:`Fournisseur` : l'entreprise auprès de laquelle le produit est " "acheté." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:113 msgid "" ":guilabel:`Bill of Materials`: the bill of materials for the product (if one" " is configured)." @@ -7285,7 +7552,7 @@ msgstr "" ":guilabel:`Nomenclature` : la nomenclature du produit (si elle est " "configurée)." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:114 msgid "" ":guilabel:`Trigger`: how the replenishment is created, either " ":guilabel:`Auto` (automatically, once the :guilabel:`On Hand` quantity goes " @@ -7297,7 +7564,7 @@ msgstr "" "dessous de la :guilabel:`Quantité minimale`) ou :guilabel:`Manuel` " "(uniquement lorsque le réassort est demandé)." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 msgid "" ":guilabel:`Procurement Group`: the reference number for how the product is " "being acquired, such as a sales order, purchase order, or manufacturing " @@ -7307,7 +7574,7 @@ msgstr "" "d'acquisition du produit, tel qu'une commande client, un bon de commande ou " "un ordre de fabrication." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 msgid "" ":guilabel:`Min Quantity`: the minimum amount of product that should be " "available. When inventory levels goes below this number, the replenishment " @@ -7317,7 +7584,7 @@ msgstr "" "disponible. Lorsque le niveau du stock est inférieur à cette quantité, le " "réassort est déclenché." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 msgid "" ":guilabel:`Max Quantity`: the amount of product that should be available " "after replenishing the product." @@ -7325,7 +7592,7 @@ msgstr "" ":guilabel:`Quantité max` : la quantité de produits qui doit être disponible " "après le réassort." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:123 msgid "" ":guilabel:`Multiple Quantity`: if the product should be ordered in specific " "quantities, enter the number that should be ordered. For example, if the " @@ -7337,7 +7604,7 @@ msgstr "" "exemple, si la :guilabel:`Quantité multiple` est définie sur `5` et seuls 3 " "produits sont nécessaires, 5 produits sont réapprovisionnés." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 msgid "" ":guilabel:`To Order`: the amount of product that is currently needed, and " "will be ordered, if the :guilabel:`Order Once` or :guilabel:`Automate " @@ -7347,15 +7614,15 @@ msgstr "" " qui sera commandée lorsque l'on clique sur :guilabel:`Commander une fois` " "ou :guilabel:`Automatiser les commandes`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:128 msgid ":guilabel:`UoM`: the unit of measure used to acquire the product." msgstr ":guilabel:`UdM` : l'unité de mesure utilisée pour acheter le produit." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 msgid ":guilabel:`Company`: the company for which the product is acquired." msgstr ":guilabel:`Société` : la société pour laquelle le produit est acheté." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:131 msgid "" "By default, the quantity in the :guilabel:`To Order` field is the quantity " "required to reach the set :guilabel:`Max Quantity`. However, the " @@ -7369,7 +7636,7 @@ msgstr "" "modifiant la valeur. Pour réapprovisionner un produit manuellement, cliquez " "sur :guilabel:`Commander une fois`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:135 msgid "" "To automate a replenishment from the :guilabel:`Replenishment` page, click " ":guilabel:`Automate Orders` on the right-side of the line, represented by a " @@ -7380,7 +7647,7 @@ msgstr "" "commandes` à l'extrême droite de la ligne, représenté par une icône " ":guilabel:`🔄 (flèches circulaires)`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:138 msgid "" "When this button is clicked, Odoo will automatically generate a draft " "|PO|/|MO| every time the forecasted stock level falls below the set " @@ -7391,7 +7658,7 @@ msgstr "" "stock prévu tombe en dessous de la :guilabel:`Quantité min` définie sur la " "règle de réassort." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:141 msgid "" "On the :guilabel:`Replenishment` page, a reordering rule or manual " "replenishment can be temporarily deactivated for a given period, by clicking" @@ -7410,7 +7677,7 @@ msgstr "" "Les options de report pour désactiver les notifications du réassort pendant " "une certaine période de temps." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:147 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:149 msgid "" "A |PO| or |MO| created by a manual replenishment has a " ":guilabel:`Replenishment Report` as the source document. A |PO| or |MO| " @@ -7431,11 +7698,11 @@ msgstr "" "Liste des demandes de prix dont les devis proviennent directement du rapport" " de réassort." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 msgid "Make to order (MTO) route" msgstr "Route Fabrication à la commande (MTO)" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:160 msgid "" "Since the |MTO| route is recommended for customized products, the route is " "hidden by default." @@ -7443,17 +7710,17 @@ msgstr "" "Puisque la route MTO est recommandée pour les produits personnalisés, elle " "est masquée par défaut." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:169 msgid "To activate the |MTO| route in Odoo:" msgstr "Pour activer la route MTO dans Odoo :" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:161 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:163 msgid "Go to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" "Allez à l'application :menuselection:`Inventaire --> Configuration --> " "Paramètres`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 msgid "" "Activate the :guilabel:`Multi-Step Routes` setting, located under the " ":guilabel:`Warehouse` section, and click :guilabel:`Save`." @@ -7461,21 +7728,21 @@ msgstr "" "Activez le paramètre :guilabel:`Routes en plusieurs étapes` situé dans la " "section :guilabel:`Entrepôt` et cliquez sur :guilabel:`Enregistrer`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 msgid "" "Then, go to :menuselection:`Inventory app --> Configuration --> Routes`." msgstr "" "Allez ensuite à l'application :menuselection:`Inventaire --> Configuration " "--> Routes`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 msgid "" "Click on :menuselection:`Filters --> Archived` to show archived routes." msgstr "" "Cliquez sur :menuselection:`Filtres --> Archivé` pour montrer les routes " "archivées." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:168 msgid "" "Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click " "on :menuselection:`Action --> Unarchive`." @@ -7483,7 +7750,7 @@ msgstr "" "Sélectionnez la case à cocher à côté de :guilabel:`Réapprovisionner sur " "commande (MTO)`, et cliquez sur :menuselection:`Action --> Désarchiver`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:170 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:172 msgid "" "Activating the :guilabel:`Multi-Step Routes` setting also activates " ":guilabel:`Storage Locations`. If these features aren't applicable to the " @@ -7494,7 +7761,7 @@ msgstr "" "fonctionnalités ne sont pas applicables à l'entrepôt, désactivez ces " "paramètres après avoir désarchivé la route MTO." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:176 msgid "" "To set a product's procurement route to |MTO|, go to " ":menuselection:`Inventory app --> Products --> Products`, and click on the " @@ -7504,7 +7771,7 @@ msgstr "" "l'application :menuselection:`Inventaire --> Produits --> Produits` et " "cliquez sur le produit souhaité pour ouvrir sa fiche." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:179 msgid "" "Then, click the :guilabel:`Inventory` tab, and in the :guilabel:`Routes` " "section of options, select :guilabel:`Replenish on Order (MTO)`." @@ -7513,7 +7780,7 @@ msgstr "" ":guilabel:`Routes`, sélectionnez :guilabel:`Réapprovisionner sur commande " "(MTO)`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:182 msgid "" "For products purchased directly from a vendor, make sure the :guilabel:`Buy`" " route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -7526,7 +7793,7 @@ msgstr "" "qu'un fournisseur est configuré dans l'onglet :guilabel:`Achats` d'une fiche" " de produit." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:186 msgid "" "For products manufactured in-house, make sure the :guilabel:`Manufacture` " "route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -7540,13 +7807,13 @@ msgstr "" "qu'une nomenclature est configurée pour le produit, qui est accessible via " "le bouton intelligent :guilabel:`Nomenclature` sur la fiche du produit." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:191 msgid "Finally, when all configurations are complete, click :guilabel:`Save`." msgstr "" "Enfin, lorsque toutes les configurations sont terminées, cliquez sur " ":guilabel:`Enregistrer`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:194 msgid "" "The |MTO| route cannot be selected alone. |MTO| **only** works if the " ":guilabel:`Manufacture` or :guilabel:`Buy` route is also selected." @@ -8456,7 +8723,7 @@ msgstr "Méthodes de Valorisation" msgid "Integrating additional costs to products (landed costs)" msgstr "Intégrer des coûts additionnels aux produits (coûts logistiques)" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:7 msgid "" "The landed cost feature in Odoo allows the user to include additional costs " "(shipment, insurance, customs duties, etc.) into the cost of the product." @@ -8465,7 +8732,7 @@ msgstr "" "d'inclure des coûts additionnels (expédition, assurance, droits de douane, " "etc.) dans le coût du produit." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:13 msgid "" "First, go to :menuselection:`Inventory --> Configuration --> Settings --> " "Valuation` and activate the :guilabel:`Landed Costs` feature. Odoo also " @@ -8484,15 +8751,15 @@ msgstr "" "Activer la fonctionnalité des coûts logistiques dans les paramètre de " "l'inventaire." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:22 msgid "Add costs to products" msgstr "Ajouter les coûts aux produits" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 msgid "Receive the vendor bill" msgstr "Recevoir la facture fournisseur" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:27 msgid "" "After a vendor fulfills a purchase order and sends a bill, click " ":guilabel:`Create Bill` on the purchase order to create a vendor bill in " @@ -8513,7 +8780,7 @@ msgstr "" "Activer l'option des coûts logistiques sur une ligne d'une facture " "fournisseur." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:35 msgid "" "For charges that are always landed costs, create a landed cost product in " "Odoo. That way, the landed cost product can be quickly added to the vendor " @@ -8526,7 +8793,7 @@ msgstr "" "au lieu de saisir manuellement les informations relatives aux coûts " "logistiques chaque fois qu'une facture fournisseur arrive." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:39 msgid "" "First, create a new product in :menuselection:`Inventory --> Products --> " "Products --> Create`. Next, name the landed cost product. Then, set the " @@ -8544,7 +8811,7 @@ msgstr "" " sur :guilabel:`Sauvegarder` pour finaliser la création d'un produit coût " "logistique." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:45 msgid "" "If this product is always a landed cost, you can also define it on the " "product and avoid having to tick the box on each vendor bill." @@ -8557,7 +8824,7 @@ msgstr "" msgid "Option to define a product as a landed cost." msgstr "Option pour définir un produit comme un coût logistique." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:50 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:52 msgid "" "Once the landed cost is added to the vendor bill (either by checking the " ":guilabel:`Landed Cost` option on the invoice line or adding a landed cost " @@ -8586,7 +8853,7 @@ msgstr "" "Utiliser un transfert d'entrepôt pour couvrir un coût logistique dans le " "journal comptable." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:64 msgid "" "After setting the picking, click :guilabel:`Compute` on the landed cost " "record. Then, go to the :guilabel:`Valuation Adjustments` tab to see the " @@ -8599,7 +8866,7 @@ msgstr "" "logistiques. Finalement, cliquez sur :guilabel:`Valider` pour enregistrer " "l'écriture de coût logistique dans le journal comptable." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:68 msgid "" "The user can access the journal entry that has been created by the landed " "cost by clicking on the :guilabel:`Journal Entry`." @@ -8607,7 +8874,7 @@ msgstr "" "L'utilisateur peut accéder à l'écriture comptable qui a été créée par le " "coût logistique en cliquant sur :guilabel:`Pièce comptable`." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:72 msgid "" "The product that the landed cost is applied to must have a product category " "set to a :abbr:`FIFO (First In, First Out)` or an :abbr:`AVCO (Average " @@ -8621,7 +8888,7 @@ msgstr "" msgid "Landed cost journal entry" msgstr "Pièce comptable d'un coût logistique" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:80 msgid "" "Landed cost records can also be directly created in " ":menuselection:`Inventory --> Operations --> Landed Costs`, it is not " @@ -8700,11 +8967,11 @@ msgstr "" "des ajustements peuvent être nécessaires en permanence en fonction des " "besoins et des priorités de l'entreprise." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 msgid "Types of accounting" msgstr "Types de comptabilité" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:37 msgid "" "Accounting entries will depend on the accounting mode: *Continental* or " "*Anglo-Saxon*." @@ -8712,7 +8979,7 @@ msgstr "" "Les pièces comptables dépendent du mode de comptabilité : *continentale* ou " "*anglo-saxonne*" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:40 msgid "" "Verify the accounting mode by activating the :ref:`developer-mode` and " "navigating to :menuselection:`Accounting --> Configuration --> Settings`." @@ -8720,7 +8987,7 @@ msgstr "" "Vérifiez le mode de comptabilité en activant le :ref:`mode développeur` et " "en allant à :menuselection:`Comptabilité --> Configuration --> Paramètres`." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:43 msgid "" "In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " "when products are sold or delivered. This means that the cost of a good is " @@ -8735,7 +9002,7 @@ msgstr "" "intermédiaires* sont utilisés pour les comptes d'entrée et de sortie et sont" " tous deux des *comptes d'immobilisations* dans le bilan." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:48 msgid "" "In *Continental* accounting, the cost of a good is reported as soon as a " "product is received into stock. Additionally, a single *Expense* account is " @@ -8746,11 +9013,11 @@ msgstr "" " *dépenses* est utilisé pour les comptes d'entrée et de sortie dans le " "bilan." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 msgid "Costing methods" msgstr "Méthodes de coût" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:57 msgid "" "Below are the three costing methods that can be used in Odoo for inventory " "valuation." @@ -8758,7 +9025,7 @@ msgstr "" "Vous trouverez ci-dessous trois méthodes de coût qui sont utilisés dans Odoo" " pour la valorisation de l'inventaire." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 msgid "" "**Standard Price**: is the default costing method in Odoo. The cost of the " "product is manually defined on the product form, and this cost is used to " @@ -8771,7 +9038,7 @@ msgstr "" " sur un bon de commande, la valorisation utilisera toujours le coût défini " "sur la fiche du produit." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:63 msgid "" "**Average Cost (AVCO)**: calculates the valuation of a product based on the " "average cost of that product, divided by the total number of available stock" @@ -8784,7 +9051,7 @@ msgstr "" "*dynamique* et s'ajuste constamment en fonction du prix d'achat des " "produits." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:66 msgid "" "**First In First Out (FIFO)**: tracks the costs of incoming and outgoing " "items in real-time and uses the real price of the products to change the " @@ -8805,7 +9072,7 @@ msgstr "" "de valorisation de l'inventaire la plus précise pour diverses raisons, mais " "elle est très sensible aux données d'entrée et à l'erreur humaine." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 msgid "" "Changing the costing method greatly impacts inventory valuation. It's highly" " recommended to consult an accountant first before making any adjustments " @@ -8815,11 +9082,11 @@ msgstr "" "l'inventaire. Il est fortement recommandé de consulter un comptable avant de" " procéder à des changements." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:78 msgid "Configure automated inventory valuation in Odoo" msgstr "Configurer la valorisation automatisée de l'inventaire dans Odoo" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:80 msgid "" "Make changes to inventory valuation options by navigating to " ":menuselection:`Inventory --> Configuration --> Product Categories`, and " @@ -8831,7 +9098,7 @@ msgstr "" "choisissez la ou les catégories auxquelles la méthode de valorisation " "automatisée doit s'appliquer." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:85 msgid "" "It is possible to use different valuation settings for different product " "categories." @@ -8839,7 +9106,7 @@ msgstr "" "Il est possible d'utiliser des paramètres de valorisation différents pour " "différentes catégories de produits." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:87 msgid "" "Under the :guilabel:`Inventory Valuation` heading are two labels: " ":guilabel:`Costing Method` and :guilabel:`Inventory Valuation`. Pick the " @@ -8855,16 +9122,14 @@ msgstr "" ":guilabel:`First In First Out (FIFO)`) et changez la :guilabel:`valorisation" " des stocks` en :guilabel:`automatisée`." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:89 -msgid "" -":doc:`Using the inventory valuation " -"`" -msgstr "" -":doc:`Utiliser la valorisation des stocks " -"`" - #: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 msgid "" +":ref:`Using the inventory " +"valuation`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:96 +msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " "products in the respective product category creates a new record in the " @@ -8881,7 +9146,7 @@ msgstr "" "automatiquement mis à jour en fonction du prix d'achat moyen du stock " "disponible et des coûts accumulés à partir des bons de commande validés." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:102 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " @@ -8899,7 +9164,7 @@ msgstr "" " modifiée manuellement, Odoo génère un enregistrement correspondant dans le " "rapport *Valorisation des stocks*." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:108 msgid "" "On the same screen, the :guilabel:`Account Stock Properties` fields will " "appear, as they are now required fields given the change to automated " @@ -8910,7 +9175,7 @@ msgstr "" "passage à la valorisation automatisée de l'inventaire. Ces comptes sont " "définis comme suit :" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:112 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " @@ -8920,7 +9185,7 @@ msgstr "" "automatisée est activée sur un produit, ce compte contient la valeur " "actuelle des produits." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:114 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -8935,7 +9200,7 @@ msgstr "" "tous les produits dans une catégorie donnée et peut également être défini " "directement pour chaque produit." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:118 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -8950,13 +9215,13 @@ msgstr "" "pour tous les produits dans une catégorie donnée et peut également être " "défini directement pour chaque produit." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:124 msgid "Access reporting data generated by inventory valuation" msgstr "" "Accéder aux données de reporting générées par la valorisation de " "l'inventaire" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:126 msgid "" "To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." " At the top of the dashboard, change the :guilabel:`As of` field value to " @@ -8970,7 +9235,7 @@ msgstr "" "filtrage sur :guilabel:`Tout déplier` afin de voir toutes les données les " "plus récentes affichées en une seule fois." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:131 msgid "" "Under the parent :guilabel:`Current Assets` line item, look for the nested " ":guilabel:`Stock Valuation Account` line item, where the total valuation of " @@ -8980,7 +9245,7 @@ msgstr "" "imbriqué :guilabel:`Compte de valorisation d'inventaire`, où est affichée la" " valorisation totale de tout le stock disponible." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:135 msgid "" "Access more specific information with the :guilabel:`Stock Valuation " "Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " @@ -9009,7 +9274,7 @@ msgstr "" msgid "Using inventory valuation" msgstr "Utiliser la valorisation des stocks" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:7 msgid "" "*Inventory valuation* is a quintessential accounting procedure that " "calculates the value of on-hand stock. Once determined, the inventory " @@ -9020,7 +9285,7 @@ msgstr "" "montant de la valorisation des stocks est ensuite compté dans la valeur " "globale de l'entreprise." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:11 msgid "" "In Odoo, this process can be conducted manually— by warehouse employees " "physically counting the products— or automatically through the database." @@ -9029,19 +9294,17 @@ msgstr "" "de l'entrepôt qui comptent physiquement les produits — ou automatiquement " "par le biais de la base de données." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:15 msgid "" -":ref:`Inventory valuation configuration " -"`" +":ref:`Inventory valuation " +"configuration`" msgstr "" -":ref:`Configuration de la valorisation des stocks " -"`" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:18 msgid "Understand the basics of inventory valuation" msgstr "Comprendre les bases de la valorisation des stocks" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:20 msgid "" "In order to understand how moving products in and out of stock affects the " "company's overall value, consider the following product and stock moves " @@ -9051,11 +9314,11 @@ msgstr "" "impactent la valeur globale de l'entreprise, examinons le scénario suivant " "de mouvements des produits et des stocks." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 msgid "Receive a product" msgstr "Recevoir un produit" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:26 msgid "" "For example, consider an physical product, a simple *table*, which is " "categorized as `Office Furniture` in the product form's :guilabel:`Product " @@ -9065,7 +9328,7 @@ msgstr "" "comme `Office Furniture` dans le champ :guilabel:`Catégorie de produit` de " "la fiche du produit." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:29 msgid "" "Navigate to the the product category itself by going to " ":menuselection:`Inventory app --> Configuration --> Product Categories`, and" @@ -9078,7 +9341,7 @@ msgstr "" " First Out (FIFO)` et la :guilabel:`Valorisation des stocks` sur " "`Automatisée`." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:34 msgid "" "Alternatively access the :guilabel:`Product Categories` dashboard by " "clicking on the :guilabel:`internal link` arrow on the individual product's " @@ -9089,7 +9352,7 @@ msgstr "" " individuelle du produit, en survolant le champ :guilabel:`Catégorie de " "produit`." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:38 msgid "" "Next, assume 10 tables are purchased at a price of $10.00, each. The " ":abbr:`PO (Purchase Order)` for those tables will show the subtotal of the " @@ -9103,7 +9366,7 @@ msgstr "" msgid "Purchase order with 10 tables products valued at $10 each." msgstr "Bon de commande avec 10 tables de $10 chacune." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:45 msgid "" "After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, use" " the :guilabel:`Valuation` smart button to view how the value of inventory " @@ -9117,7 +9380,7 @@ msgstr "" msgid "Valuation smart button on a receipt." msgstr "Bouton intelligent de valorisation sur une réception." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:53 msgid "" ":ref:`Developer mode ` must be turned on to see the " "*Valuation* smart button." @@ -9125,7 +9388,7 @@ msgstr "" "Le :ref:`Mode développeur ` doit être activé pour voir le " "bouton intelligent *Valorisation*." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:56 msgid "" "The :doc:`consignment " "` " @@ -9138,7 +9401,7 @@ msgstr "" " d'autres entreprises ne sont pas pris en compte dans la valorisation des " "stocks de l'entreprise hôte." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:60 msgid "" "The :guilabel:`Stock Valuation` dashboard then displays valuation of all " "products in the shipment, along with their quantities and valuation. In the " @@ -9157,7 +9420,7 @@ msgstr "" "La page de la valorisation des stocks décrivant les produits d'une " "expédition." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:68 msgid "" "In Odoo, automatic inventory valuation records are also recorded in the " "*Accounting* app. To access these accounting entries, navigate to " @@ -9176,11 +9439,11 @@ msgstr "" msgid "Accounting entry for the inventory valuation of 10 tables." msgstr "Pièce comptable pour la valorisation des stocks de 10 tables." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 msgid "Deliver a product" msgstr "Livrer un produit" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:80 msgid "" "In the same logic, when a table is shipped to a customer and leaves the " "warehouse, the stock valuation decreases. The :guilabel:`Valuation` smart " @@ -9197,11 +9460,11 @@ msgstr "" msgid "Decreased stock valuation after a product is shipped." msgstr "Valorisation des stocks réduite après l'expédition d'un produit." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 msgid "The inventory valuation report" msgstr "Le rapport de valorisation de l'inventaire" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:91 msgid "" "To view the current value of all products in the warehouse, go to " ":menuselection:`Inventory app --> Reporting --> Inventory Valuation`. The " @@ -9221,7 +9484,7 @@ msgid "Inventory valuation report showing multiple products." msgstr "" "Le rapport de valorisation des stocks affichant de multiples produits." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:101 msgid "" "The :guilabel:`Inventory At Date` button, located in the top-left corner of " "the :guilabel:`Stock Valuation` dashboard, shows the inventory valuation of " @@ -9232,11 +9495,11 @@ msgstr "" "affiche la valorisation des stocks des produits disponibles à une date " "antérieure précisée." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 msgid "Update product unit price" msgstr "Mettre à jour le prix unitaire d'un produit" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:108 msgid "" "For any company: lead times, supply chain failures, and other risk factors " "can contribute to invisible costs. Although Odoo attempts to accurately " @@ -9249,7 +9512,7 @@ msgstr "" "stock, la *valorisation manuelle* est un outil supplémentaire pour mettre à " "jour le prix unitaire des produits." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:113 msgid "" "Manual valuation is intended for products that can be purchased and received" " for a cost greater than 0, or have product categories set with " @@ -9265,7 +9528,7 @@ msgstr "" msgid "Add manual valuation of stock value to a product." msgstr "Ajouter une valorisation manuelle de la valeur du stock à un produit." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:121 msgid "" "Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard" " by first navigating to :menuselection:`Inventory app --> Reporting --> " @@ -9280,7 +9543,7 @@ msgstr "" "pour faire apparaître les lignes de valorisation des stocks en dessous ainsi" " qu'un bouton :guilabel:`+ (plus)` bleu-vert sur la droite." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:126 msgid "" "Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product" " Revaluation` form, where updates to the calculation of inventory valuation " @@ -11322,6 +11585,135 @@ msgstr "" msgid "A receipt for stock received to one warehouse from another." msgstr "Un reçu pour le stock reçu d'une entrepôt en provenance d'un autre." +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:3 +msgid "Locations" +msgstr "Emplacements" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:5 +msgid "" +"A *location* is a specific space within a warehouse. This can be a shelf, " +"room, aisle, etc. There are three types of locations in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:8 +msgid "" +"*Physical locations* are spaces within a warehouse owned by the user's " +"company. These can be a an area where items are stored like an aisle or " +"shelf, or an area where operations take place, like loading and unloading " +"bays." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:11 +msgid "" +"*Partner locations* are the same as physical locations except that they " +"exist within the warehouse of a customer or vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:13 +msgid "" +"*Virtual locations* are locations that do not exist physically, but where " +"items that are not in inventory can be placed. These can be items that have " +"not yet entered inventory, like products that are on the way to a warehouse," +" or items that are no longer in inventory due to loss or other factors." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:19 +msgid "" +"In order to use locations, the :guilabel:`Storage Locations` setting must be" +" enabled. To do so, navigate to :menuselection:`Inventory --> Configuration " +"--> Settings`, scroll down to the :guilabel:`Warehouse` heading, and enable " +"the :guilabel:`Storage Locations` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:24 +msgid "Create a new location inside a warehouse" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:26 +msgid "" +"Starting from the :menuselection:`Inventory` app, select " +":menuselection:`Configuration --> Locations --> Create`. The new location " +"form can then be configured as follows:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:29 +msgid "" +":guilabel:`Location Name`: the name that will be used to reference the " +"location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:30 +msgid "" +":guilabel:`Parent Location`: the location or warehouse that the new location" +" exists within" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:31 +msgid "" +":guilabel:`Location Type`: choose the category that the location belongs to" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:32 +msgid "" +":guilabel:`Company`: the company that owns the warehouse that the location " +"is inside of" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:33 +msgid "" +":guilabel:`Is a Scrap Location?`: check this box to allow for " +"scrapped/damaged goods to be stored in this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:35 +msgid "" +":guilabel:`Is a Return Location?`: check this box to allow products to be " +"returned to this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:37 +msgid ":guilabel:`Barcode`: the barcode number assigned to the location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:38 +msgid "" +":guilabel:`Removal Strategy`: the :ref:`strategy " +"` for how items should be taken from " +"inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst-1 +msgid "The form for creating a new location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:46 +msgid "Create location hierarchies" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:48 +msgid "" +"The *Parent Location* setting on the new location form allows for a location" +" to exist within a warehouse or another location. Every location can serve " +"as a parent location, and every parent location can have multiple locations " +"within it, allowing for the creation of a virtually infinite hierarchical " +"structure." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:54 +msgid "" +"Location hierarchy could be organized so that a shelf is located within an " +"aisle, which is located within a room, which is located within the overall " +"warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:57 +msgid "" +"To create the location hierarchy in the example above, set the warehouse as " +"the parent of the room, the room as the parent of the aisle, and the aisle " +"as the parent of the shelf. This can be adapted to a hierarchy of any " +"magnitude." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst:3 msgid "Transfer products between warehouses using replenishment" msgstr "Transférer des produits entre entrepôts à l'aide du réassort" @@ -11712,7 +12104,7 @@ msgstr "" "d'une entreprise sont stockés. Vous pouvez configurer plusieurs entrepôts " "dans Odoo et l'utilisateur peut créer des mouvements entre les entrepôts." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:19 msgid "" "A **Location** is a specific space within the warehouse. It can be a " "sublocation of the warehouse (a shelf, a floor, an aisle, and so on). " @@ -11727,11 +12119,11 @@ msgstr "" "autant d'emplacements que nécessaire peuvent être configurés dans un même " "entrepôt." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 msgid "There are three types of locations:" msgstr "Il y a trois types d'emplacements :" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:26 msgid "" "The **Physical Locations** are internal locations that are part of the " "warehouses that the company owns. They can be the loading and unloading " @@ -11742,7 +12134,7 @@ msgstr "" "chargement et de déchargement de l'entrepôt, d'une étagère, d'un " "département, etc." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:28 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:30 msgid "" "The **Partner Locations** are spaces within a customer and/or vendor's " "warehouse. They work the same way as physical locations, with the only " @@ -11753,7 +12145,7 @@ msgstr "" "emplacements physiques, à la seule différence qu'ils n'appartiennent pas à " "la société de l'utilisateur." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:34 msgid "" "The **Virtual Locations** are places that do not exist, but in which " "products can be placed when they are not physically in an inventory yet (or " @@ -11767,7 +12159,7 @@ msgstr "" "produits perdus (**Perte d'inventaire**) ou pour comptabiliser les produits " "qui sont en route vers l'entrepôt (**Approvisionnements**)." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:39 msgid "" "In Odoo, locations are structured hierarchically. Locations can be " "structured as a tree, dependent on a parent-child relationship. This gives " @@ -11779,7 +12171,7 @@ msgstr "" "parent-enfant. Cela vous donne des niveaux plus détaillés de l'analyse des " "opérations de stock et de l'organisation de vos entrepôts." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:46 msgid "" "To activate locations, go to :menuselection:`Configuration --> Settings` and" " enable :guilabel:`Storage Locations`. Then, click :guilabel:`Save`." @@ -11794,7 +12186,7 @@ msgstr "" "Activer la fonctionnalité des emplacements de stockage dans les paramètres " "d'Odoo Inventaire." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:54 msgid "" "To manage several routes within the warehouses, also enable " ":guilabel:`Multi-Step Routes` and check " @@ -11804,12 +12196,12 @@ msgstr "" ":guilabel:`Routes en plusieurs étapes` et consultez " ":doc:`../../routes/concepts/use_routes`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 #: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst:41 msgid "Create a new warehouse" msgstr "Créer un nouvel entrepôt" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:60 msgid "" "To create a warehouse, go to :menuselection:`Configuration --> Warehouse " "Management --> Warehouses` and click on :guilabel:`Create`." @@ -11817,7 +12209,7 @@ msgstr "" "Pour créer un entrepôt, allez à :menuselection:`Configuration --> Gestion de" " l'entrepôt --> Entrepôts` et cliquez sur :guilabel:`Créer`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:63 msgid "" "Then, fill out a :guilabel:`Warehouse Name` and a :guilabel:`Short Name`. " "The short name is five characters maximum." @@ -11829,7 +12221,7 @@ msgstr "" msgid "Short name field of a warehouse on Odoo Inventory." msgstr "Champ nom court d'un entrepôt dans Odoo Inventaire." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:71 msgid "" "The :guilabel:`Short Name` appears on transfer orders and other warehouse " "documents. Odoo recommends using an understandable one like \"WH/[first " @@ -11839,7 +12231,7 @@ msgstr "" "documents d'entrepôt. Odoo recommande d'utiliser un nom compréhensible comme" " \"WH/[premières lettres du lieu]\"." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:74 msgid "" "Now, go back to the :guilabel:`Inventory` dashboard. There, new operations " "related to the newly created warehouse have been automatically generated." @@ -11856,7 +12248,7 @@ msgstr "" "Le tableau de bord de l'application Inventaire affichant les nouveaux types " "de transfert pour l'entrepôt nouvellement créé." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:82 msgid "" "Adding a second warehouse will automatically activate the " ":guilabel:`Locations` setting." @@ -11864,11 +12256,11 @@ msgstr "" "L'ajout d'un deuxième entrepôt activera automatiquement le paramètre " ":guilabel:`Emplacements`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 msgid "Create a new location" msgstr "Créer un nouvel emplacement" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:87 msgid "" "To create a location, go to :menuselection:`Configuration --> Warehouse " "Management --> Locations` and click on :guilabel:`Create`." @@ -11876,7 +12268,7 @@ msgstr "" "Pour créer un emplacement, allez à :menuselection:`Configuration --> Gestion" " de l'entrepôt --> Emplacements` et cliquez sur :guilabel:`Créer`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:90 msgid "" "Then, fill out a :guilabel:`Location Name` and a :guilabel:`Parent Location`" " and click :guilabel:`Save`." @@ -13687,630 +14079,611 @@ msgstr "" "rangement." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:3 -msgid "What is a Removal Strategy (FIFO, LIFO, FEFO, Closest location)?" +msgid "Removal strategies (FIFO, LIFO, FEFO)" msgstr "" -"Qu'est-ce qu'une stratégie d'enlèvement (FIFO, LIFO, FEFO, emplacement le " -"plus proche) ?" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:7 +msgid "" +"For companies with warehouses, **removal strategies** determine which " +"products are taken from the warehouse, and when. Removal strategies are " +"typically defined for specific picking operations. This helps companies to " +"select the best products, optimize the distance workers need to travel when " +"picking items for orders, and account for quality control, such as moving " +"products with expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:13 msgid "" "Usually, *Removal Strategies* are defined in picking operations to select " -"the best products, optimize the distance for the worker, for quality control" -" purposes, or to first move products with the closest expiration date." +"the best products to optimize the distance for the worker, for quality " +"control purposes, or to first move the products with the closest expiration " +"date." msgstr "" -"Généralement les *Stratégies d'enlèvement* sont définies dans les opérations" -" de picking pour sélectionner les meilleurs produits, optimiser la distance " -"pour l'opérateur, à des fins de contrôle qualité ou pour utiliser en premier" -" les produits dont la date d'expiration est la plus proche." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:17 msgid "" -"When a product movement needs to be done, Odoo finds available products that" -" can be assigned to the transfer. The way Odoo assigns these products " -"depends on the *Removal Strategy* defined in the *Product Category* or on " -"the *Location*." +"When a product needs to be moved, Odoo finds available products that can be " +"assigned to the transfer. The way Odoo assigns these products depends on the" +" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " +"Category` or the :guilabel:`Location` dashboards." msgstr "" -"Lorsqu'un déplacement de produit doit être effectué, Odoo trouve des " -"produits disponibles qui peuvent être assignés au transfert. La façon dont " -"Odoo assigne ces produits dépend de la *Stratégie d'enlèvement* définie sur " -"la *Catégorie de produit* ou sur l'*Emplacement*." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:21 +msgid "" +"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " +"app --> Configuration --> Locations` or :menuselection:`Product Categories`." +" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " +"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" +" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " +"drop-down menu and selecting the desired removal strategy. After selecting " +"the new removal strategy, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"Change the Force Removal Strategy for either the Product Categories or " +"Locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:33 msgid "What happens inside the warehouse?" msgstr "Que se passe-t-il à l'intérieur de l'entrepôt ?" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:35 msgid "" -"Imagine a generic warehouse plan, with receiving docks and areas, storage " -"locations, picking and packing areas, and shipping docks. All products go " -"through all these locations, but some rules, such as removal strategies, can" -" have an effect on which products are taken for the pickings." +"Most warehouses share the same important areas: receiving docks and sorting " +"areas, storage locations, picking and packing areas, and shipping/loading " +"docks. While all products entering or leaving the warehouse might go through" +" each of these locations at some point, removal strategies can have an " +"effect on which products are taken, from where, and when." msgstr "" -"Imaginez un plan d'entrepôt générique, avec des quais et zones de réception," -" des emplacements de stockage, des zones de préparation et de colisage et " -"des quais d'expédition. Tous les produits passent par tous ces emplacements," -" mais certaines règles, comme les stratégies d'enlèvement, peuvent avoir un " -"impact sur les produits qui seront prélevés." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Empty stock waiting for deliveries at the docks." -msgstr "Stock vide en attente des livraisons sur les quais." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:40 msgid "" -"Here, vendor trucks unload pallets of goods at the docks. Then, operators " -"scan the products in the receiving area with the reception date and, if the " -"product has an expiration date, the expiration date. After that, products " -"are stored in their respective locations." +"In this example below, vendor trucks unload pallets of goods at the " +"receiving docks. Then, operators scan the products in the receiving area, " +"with the reception date and expiration date. After that, products are stored" +" in their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:45 +msgid "" +"Not all products have expiration dates, but in this example, expiration " +"dates apply." msgstr "" -"Ici, les camions des fournisseurs déchargent des palettes de marchandises " -"aux quais. Les opérations scannent ensuite les produits dans la zone de " -"réception avec la date de réception et la date d'expiration si le produit en" -" a une. Les produits sont alors stockés dans leurs emplacements respectifs." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Products entering stock via the receiving area." msgstr "Les produits entrent dans le stock via la zone de réception." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 msgid "" -"Next, several orders for the same product are made, but in this example, the" -" goods weren't received on the same day and they don't have the same " -"expiration date. In that situation, logically, sending those with the " -"closest date first is preferred. Depending on the chosen removal strategy, " -"Odoo generates a transfer with the products that fit the settings the best." +"In Odoo, receive products by navigating to the :menuselection:`Inventory` " +"application, and in the kanban view, click on either the " +":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " +":guilabel:`Receipts` dashboard, find and click on the individual receipt " +"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " +"enter the received quantity in the :guilabel:`Done` column. To finish, " +":guilabel:`Validate` to receive the products and register them in the Odoo " +"database." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:59 +msgid "" +"Receiving products can also be done within the Odoo *Barcode* application. " +"If using the *Barcode* app, scan the product(s), update the quantity, and " +"finally, click :guilabel:`Validate`. After products are received in Odoo, " +"the products can then be moved to their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:64 +msgid "" +"Continuing with the same example, below, imagine several sales orders are " +"made for the products received earlier, that use expiration dates. In this " +"example, the products weren't received on the same day, and they don't have " +"the same expiration date. In this situation, logically, sending products " +"with the closest expiration date is preferred, instead of products received " +"first or last. Using the chosen removal strategy configured for those " +"products (in this example, :ref:`FEFO `), Odoo generates a " +"transfer for the products with the soonest expiration date to the picking " +"area, then the packing area, and finally, to the shipping docks for delivery" +" to the customer." msgstr "" -"Vous avez reçu plusieurs commandes pour le même produit, mais dans cet " -"exemple, les marchandises n'ont pas été reçues le même jour et elles n'ont " -"pas la même date d'expiration. Dans cette situation, logiquement, il est " -"préférable d'envoyer d'abord les produits dont la date est la plus proche. " -"En fonction de la stratégie d'enlèvement choisie, Odoo génère un transfert " -"avec les produits qui correspondent le mieux aux caractéristiques." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "" -":alt: Products being packed at the packing area for delivery, taking expiration dates into\n" +"Products being packed at the packing area for delivery, taking the expiration dates into\n" "account." msgstr "" -":alt: Les produits sont emballés dans la zone de colisage pour la livraison," -" en tenant compte des dates d'expiration." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:79 msgid "" "To pick for delivery, the product's lot/serial number can be found on the " -"transfer form." +"transfer form. To learn more about picking and shipping, refer to either the" +" :ref:`Two-step delivery ` or " +":ref:`Three-step delivery ` documentation." msgstr "" -"Pour préparer la livraison, le lot/numéro de série du produit figure sur le " -"formulaire de transfert." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:46 -msgid "How does it work?" -msgstr "Comment cela fonctionne-t-il ?" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:85 +msgid "How each removal strategy works" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:87 +msgid "" +"Removal strategies determine which products are taken from the warehouse " +"when orders are confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:90 msgid "First In, First Out (FIFO)" msgstr "First In, First Out (FIFO)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:92 msgid "" -"When using a *First In, First Out* (FIFO) strategy, a demand for some " -"products triggers a removal rule, which requests a transfer for the " -"lot/serial number that has entered the stock first." +"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " +"product triggers a removal rule, which requests a transfer for the " +"lot/serial number that entered the stock first (and therefore, has been in " +"stock for the longest time)." msgstr "" -"En utilisant une stratégie *First In, First Out* (FIFO), la demande de " -"certains produits déclenche une règle d'enlèvement, qui nécessite un " -"transfert pour le lot/numéro de série qui est entré en premier dans le " -"stock." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:96 msgid "" -"For example, imagine there are three lots of nails in the warehouse. Those " -"three have the following lot numbers: :guilabel:`00001`, :guilabel:`00002`, " -":guilabel:`00003`, each with five boxes of nails in it." +"For example, imagine there are three lots of nails in the warehouse, and " +"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " +"five boxes of nails in it." msgstr "" -"Par exemple, imaginez qu'il y a trois lots de clous dans l'entrepôt, avec " -"les numéros de lot suivants : :guilabel:`00001`, :guilabel:`00002`, " -":guilabel:`00003`. Chaque lot contient cinq boîtes de clous." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:58 -msgid "" -":guilabel:`00001` entered the stock on the 23rd of May, :guilabel:`00002` on" -" the 25th of May, and :guilabel:`00003` on the 1st of June. A customer " -"orders six boxes on the 11th of June. With the :abbr:`FIFO (First In, First " -"Out)` removal strategy selected, a transfer is requested for the five boxes " -"of :guilabel:`00001` and one of the boxes in :guilabel:`00002`, because " -":guilabel:`00001` entered the stock before the others. The box from " -":guilabel:`00002` is taken next because it has the oldest reception date " -"after :guilabel:`00001`." -msgstr "" -":guilabel:`00001` est entré ans le stock le 23 mai, :guilabel:`00002` le 25 " -"mai et :guilabel:`00003` le 1er juin. Un client a commandé six boîtes le 11 " -"juin. En sélectionnant la stratégie d'enlèvement :abbr:`FIFO (First In, " -"First Out)`, un transfert est demandé pour les cinq boîtes de " -":guilabel:`00001` et une des boîtes de :guilabel:`00002`, car " -":guilabel:`00001` est entré dans le stock avant les autres. La boîte de " -":guilabel:`00002` est prise ensuite, car elle a la date de réception la plus" -" ancienne :guilabel:`00001`." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:65 -msgid "" -"So, for every order of a product with the :abbr:`FIFO (First In, First Out)`" -" strategy selected, Odoo requests a transfer for the products that have been" -" in the stock for the longest period." -msgstr "" -"Donc pour chaque commande d'un produit avec la stratégie :abbr:`FIFO (First " -"In, First Out)` sélectionnée, Odoo demande un transfert pour les produits " -"qui sont en stock depuis le plus longtemps." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:69 -msgid "Last In, First Out (LIFO)" -msgstr "Last In, First Out (LIFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:71 -msgid "" -"Similar to :abbr:`FIFO (First In, First Out)`, the *Last In, First Out* " -"(LIFO) strategy moves products based on the date they entered the stock. " -"Here, a demand for some products triggers a removal rule that requests a " -"transfer for the lot/serial number that has entered the stock most recently." -msgstr "" -"Semblable à la méthode :abbr:`FIFO (First In, First Out)`, la stratégie " -"*Last In, First Out* (LIFO) déplace des produits en fonction de leur date " -"d'entrée dans le stock. Dans ce cas, une demande pour certains produits " -"déclenche une stratégie d'enlèvement qui demande un transfert pour le " -"lot/numéro de série qui est entré dans le stock le plus récemment." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:76 -msgid "" -"For example, imagine there are three lots of screws in the warehouse. Those " -"three have the following numbers: :guilabel:`10001`, :guilabel:`10002`, and " -":guilabel:`10003`, each with 10 boxes of screws in it." -msgstr "" -"Par exemple, imaginez qu'il y a trois lots de vis dans l'entrepôt, avec les " -"numéros suivants : :guilabel:`10001`, :guilabel:`10002` et " -":guilabel:`10003`. Chaque lot contient 10 boîtes de vis." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:80 -msgid "" -":guilabel:`10001` entered the stock on the 1st of June, :guilabel:`10002` on" -" the 3rd of June, and :guilabel:`10003` on the 6th of June. A customer " -"orders seven boxes on the 8th of June. With the :abbr:`LIFO (Last In, First " -"Out)` removal strategy selected, a transfer is requested for seven boxes of " -":guilabel:`10003` because that lot is the last one to have entered the " -"stock." -msgstr "" -":guilabel:`10001` est entré dans le stock le 1er juin, :guilabel:`10002` le " -"3 juin et :guilabel:`10003` le 6 juin. Un client a commandé sept boîtes le 8" -" juin. En sélectionnant la stratégie d'enlèvement :abbr:`LIFO (Last In, " -"First Out)`, un transfert est demandé pour les sept boîtes de " -":guilabel:`10003`, car c'est le lot qui est entré dans le stock en dernier." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:85 -msgid "" -"Basically, for every order of a product with the :abbr:`LIFO (Last In, First" -" Out)` strategy used, a transfer for the last lot to have entered the stock " -"is requested." -msgstr "" -"En principe, pour chaque commande d'un produit avec la stratégie :abbr:`LIFO" -" (Last In, First Out)`, un transfert pour le dernier lot à entrer dans le " -"stock est demandé." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:89 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` strategy is banned in many countries " -"and can lead to only having old or obsolete products in the stock." -msgstr "" -"La stratégie :abbr:`LIFO (Last In, First Out)` est bannie dans de nombreux " -"pays et peut conduire à n'avoir en stock que des produits anciens ou " -"obsolètes." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:93 -msgid "First Expire, First Out (FEFO)" -msgstr "First Expire, First Out (FEFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:95 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" -"La stratégie *First Expired, First Out* (FEFO) est un peu différente des " -"deux autres stratégies d'enlèvement. Pour :abbr:`FEFO (First Expired, First " -"Out)`, c'est la date d'expiration qui est importante, pas la date à laquelle" -" le produit est entré dans le stock." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:99 msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"<../../management/products/uom>`). Those three lots have the following " -"numbers: :guilabel:`20001`, :guilabel:`20002`, and :guilabel:`20003`, each " -"with five boxes in it." +"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " +"`00003` on June 1. A customer orders six boxes on June 11." msgstr "" -"Par exemple, imaginez qu'il y a trois lots de boîtes de six œufs (dans ce " -"cas spécifique, n'oubliez pas d'utiliser les :doc:`unités de mesure " -"<../../management/products/uom>`). Ces trois lots ont les numéros suivants :" -" :guilabel:`20001`, :guilabel:`20002` et :guilabel:`20003`, contenant chacun" -" cinq boîtes." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:102 msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." +"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " +"request will pick the five boxes from lot `00001` first, and then from the " +"boxes in lot `00002`, since lot `00001` entered the stock first. The box " +"from lot `00002` is taken next because it has the oldest receipt date after " +"lot `00001`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"The detailed operations for the transfer shows the nail lots to be removed." msgstr "" -":guilabel:`20001` est entré dans le stock le 1er juillet et expire le 15 " -"juillet, :guilabel:`20002` est entré le 2 juillet et expire le 14 juillet et" -" :guilabel:`20003` est entré le 4 juillet et expire le 21 juillet. Un client" -" commande six boîtes le 5 juillet. En sélectionnant la stratégie :abbr:`FEFO" -" (First Expired, First Out)`, un transfert est demandé pour les cinq boîtes " -"de :guilabel:`20002` et une de :guilabel:`20001`. Le transfert de toutes les" -" boîtes du lot :guilabel:`20002` est demandé, car elles ont la date " -"d'expiration la plus proche. Le transfert nécessite également une boîte de " -":guilabel:`20001`, car elle a la date d'expiration la plus proche après le " -"lot :guilabel:`20002`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:112 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" -"En principe, pour chaque commande client d'un produit avec la stratégie " -":abbr:`FEFO (First Expired, First Out)`, un transfert est demandé pour le " -"produit qui a la date d'expiration la plus proche de la date de la commande." +msgid "Last In, First Out (LIFO)" +msgstr "Last In, First Out (LIFO)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:117 -msgid "Closest Location" -msgstr "Emplacement le plus proche" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:114 msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." +"Similar to the :abbr:`FIFO (First In, First Out)` method, the " +":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " +"on the date they entered a warehouse's stock. Instead of removing the oldest" +" stock on-hand, however, it targets the **newest** stock on-hand for " +"removal." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:118 +msgid "" +"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " +"method is placed, a transfer is created for the lot/serial number that has " +"most recently entered the stock (the **last** lot/serial number that entered" +" the warehouse's inventory)." msgstr "" -"La stratégie de l'*emplacement le plus proche* est complètement différente " -"des autres stratégies d'enlèvement. Elle n'est pas basée sur la date " -"d'entrée dans l'entrepôt, mais plutôt sur l'emplacement du produit. Elle est" -" généralement utilisée pour les produits qui ne se détériorent pas avec le " -"temps." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:123 msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:126 +msgid "" +"For example, imagine there are three lots of boxes of screws in the " +"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " +"`10003`, each with 10 boxes of screws per lot." msgstr "" -"L'objectif est d'éviter que le magasinier n'effectue un long trajet jusqu'au" -" fond du stock, alors que le produit se trouve également à proximité. Cette " -"méthode est uniquement disponible si le paramètre :guilabel:`Emplacements de" -" stockage` est activé. L'emplacement le plus proche est en fait celui qui " -"vient en premier dans l'ordre alphabétique." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:129 -msgid "Use removal strategies" -msgstr "Utiliser des stratégies d'enlèvement" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:131 msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." +"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " +"`10003` on June 6. A customer orders seven boxes on June 8." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:132 +msgid "" +"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " +"requested for seven boxes of screws from lot `10003` because that lot is the" +" last one to have entered the stock." msgstr "" -"Pour différencier certaines unités des autres, les unités doivent être " -"suivies, soit par *lot*, soit par *numéro de série*. Pour ce faire, allez à " -":menuselection:`Inventaire --> Configuration --> Paramètres` et activez les " -"paramètres :guilabel:`Emplacements de stockage`, :guilabel:`Routes en " -"plusieurs étapes` et :guilabel:`Lots & Numéros de série`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Features to enable in order to properly use removal strategies." -msgstr "" -"Fonctionnalités à activer pour correctement utiliser les stratégies " -"d'enlèvement." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:141 msgid "" -"To work with the :abbr:`FEFO (First Expired, First Out)` strategy, also " -"activate the :guilabel:`Expiration Dates` feature." +"The detailed operations shows which lots are being selected for the picking." msgstr "" -"Pour utiliser la stratégie :abbr:`FEFO (First Expired, First Out)`, activez " -"également la fonctionnalité :guilabel:`Dates d'expiration`." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:144 -msgid "" -"Next, go to :menuselection:`Inventory --> Configuration --> Product " -"Categories` to define the removal strategy on a product category." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:140 +msgid "First Expired, First Out (FEFO)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:142 +msgid "" +"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" +" Out)` methods target products for removal based on date of entry into the " +"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " +"products for removal based on their assigned expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:146 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " +"sales order that includes products with this removal strategy assigned " +"ensures that transfers are requested for products with the expiration date " +"soonest to the order date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:150 +msgid "" +"As an example, imagine there are three lots of six-egg boxes. Those three " +"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " +"with five boxes in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:153 +msgid "" +"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " +"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " +"and expires on July 21. A customer orders six boxes on July 5." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:157 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " +"requested for the five boxes from lot `20002` and one from lot `20001`. All " +"the boxes in lot `20002` are transferred because they have the earliest " +"expiration date. The transfer also requests one box from lot `20001` because" +" it has the next closest expiration date after lot `20002`." msgstr "" -"Ensuite, allez à :menuselection:`Inventaire --> Configuration --> Catégories" -" de produits` pour définir la stratégie d'enlèvement sur un catégorie de " -"produit." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Force removal strategy set up as first in first out." -msgstr "Définir la stratégie d'enlèvement comme First In, First Out." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:152 -msgid "FIFO (First In, First Out)" -msgstr "FIFO (First In, First Out)" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:154 -msgid "" -"As explained, a :abbr:`FIFO (First In, First Out)` removal strategy implies " -"that products stocked first move out first. Companies should use this method" -" if they are selling products with short demand cycles, such as clothes, and" -" to ensure they are not stuck with outdated styles in stock." +msgid "The detailed operations for the transfer shows the lots to be removed." msgstr "" -"Comme il est expliqué ci-dessus, une stratégie d'enlèvement :abbr:`FIFO " -"(First In, First Out)` implique que les produits stockés en premier, sortent" -" en premier. Les sociétés devraient utiliser cette méthode si elles vendent " -"des produits dont le cycle de demande est court, comme des vêtements, et " -"pour s'assurer qu'elles ne gardent pas des modèles dépassés en stock." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:158 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the :guilabel:`All/Clothes` category, where *FIFO* is set as the removal " -"strategy. In the stock location (:guilabel:`WH/Stock`), the user can find " -"the three lots available." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:167 +msgid "Using removal strategies" msgstr "" -"Dans cet exemple, il y a trois lots de t-shirts blancs. Les t-shirts " -"proviennent de la catégorie :guilabel:`Tous/Vêtements`, pour laquelle la " -"stratégie d'enlèvement *FIFO* est définie. Dans l'emplacement de stock " -"(:guilabel:`WH/Stock`), l'utilisateur peut trouver les trois lots " -"disponibles." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the white shirt lots inventory valuation." -msgstr "Vue de la valorisation de l'inventaire des lots de t-shirt blanc." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:166 -msgid "" -"Lot :guilabel:`000001` contains five shirts, :guilabel:`000002` contains " -"three shirts, and :guilabel:`000003` contains two shirts." -msgstr "" -"Le lot :guilabel:`000001` contient cinq t-shirts, :guilabel:`000002` " -"contient trois t-shirts et :guilabel:`000003` contient deux t-shirts." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:169 msgid "" -"As seen above, :guilabel:`000001` entered the stock first. Now, create a " -"sales order of six white shirts to check that those products from lot " -":guilabel:`000001` are the first ones to move out." +"To differentiate some units of products from others, the units need to be " +"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " +"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " +"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " +"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " +"save changes." msgstr "" -"Comme il est expliqué ci-dessus, :guilabel:`000001` est entré dans le stock " -"en premier. À présent, créez une commande client de six t-shirts blancs pour" -" vérifier que ces produits du lot :guilabel:`000001` sont les premiers à " -"sortir." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Traceability settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Warehouse settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:183 msgid "" -"On the delivery order linked to the picking, the oldest lot numbers should " -"have been reserved thanks to the :abbr:`FIFO (First In, First Out)` " +"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " +":guilabel:`Expiration Dates` setting needs to be activated as well. To " +"enable this, go to :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " +":guilabel:`Save` to save all changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:189 +msgid "" +"Now, specific removal strategies can be defined on product categories. To do" +" this, go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and choose a product category to define the removal strategy " +"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " "strategy." msgstr "" -"Sur la livraison liée au picking, les numéros de lots les plus anciens " -"auraient dû être réservés grâce à la stratégie :abbr:`FIFO (First In, First " -"Out)` strategy." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Removal strategy on a product category." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:198 +msgid "" +"To view all products with lots/serial numbers assigned to them, navigate to " +":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " +"reveals a page with drop-down menus of all products assigned lots or serial " +"numbers, filtered by *product* by default. To change the category these " +"products are filtered by, click :guilabel:`Product` (in the search bar, in " +"the top right of the page) to remove the default filter, and select a new " +"filter if desired." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" +"numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:209 +msgid "" +"To view the serial numbers being selected for a sales order, go to the " +":guilabel:`Sales app` and select the sales order in question. In the sales " +"order, click the :guilabel:`Delivery` smart button in the top right. In the " +":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " +"icon in the far right for the product in question. The :guilabel:`Detailed " +"Operations` window appears, and displays the lot or serial numbers selected " +"for that specific product for the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:217 +msgid "FIFO (First In, First Out)" +msgstr "FIFO (First In, First Out)" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:219 +msgid "" +"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " +"products which enter a warehouse's stock first are removed first. Companies " +"should use this method if they are selling products with short demand " +"cycles, such as clothes, to ensure they are not stuck with outdated styles " +"in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:224 +msgid "" +"In this example, there are three lots of white shirts. The shirts are from " +"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " +"the :guilabel:`Inventory Valuation Report`, the three different receipts are" +" listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "View of the lots of white shirts in the inventory valuation report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:232 +msgid "" +"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " +"lot `000003` contains two shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:235 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:242 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the oldest lot numbers will be reserved thanks to" +" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " +"`000001` and one shirt from lot `000002` will be selected to be sent to the " +"customer." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for a sales order with the FIFO strategy." msgstr "" "Deux lots réservés pour une commande client grâce à la stratégie FIFO." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:252 msgid "LIFO (Last In, First Out)" msgstr "LIFO (Last In, First Out)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:254 msgid "" -"With a *LIFO* strategy, that's quite the opposite. In fact, the products " -"that are received last move out first. :abbr:`LIFO (Last In, First Out)` is " -"mostly used for products without a shelf life." +"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " +"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " +"With this method, the products that are received **last** are moved out " +"first. This method is mostly used for products without a shelf life, and no " +"time-sensitive factors, such as expiration dates." msgstr "" -"Avec la stratégie *LIFO*, c'est tout le contraire. En effet, les produits " -"reçus en dernier sortent en premier. La stratégie :abbr:`LIFO (Last In, " -"First Out)` est surtout utilisée pour les produits qui n'ont pas de durée de" -" conservation." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:259 msgid "" -"In this example, let's use the white shirts again to test the :abbr:`LIFO " -"(Last In, First Out)` strategy. First, open the product category via " -":menuselection:`Inventory --> Configuration --> Product Categories` and " -"change the removal strategy to :abbr:`LIFO (Last In, First Out)`." +"In this example, there are three lots of cinder blocks. The blocks are from " +"the *All/Building Materials* category, where *FIFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." msgstr "" -"Dans cet exemple, utilisons à nouveau le t-shirts blancs pour tester la " -"stratégie :abbr:`LIFO (Last In, First Out)`. Ouvrez d'abord la catégorie de " -"produit via :menuselection:`Inventaire --> Configuration --> Catégories de " -"produits` et changez la stratégie d'enlèvement en :abbr:`LIFO (Last In, " -"First Out)`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Last in first out strategy set up as forced removal strategy." +msgid "View of the lots of cinder blocks in the inventory valuation report." msgstr "" -"La stratégie Last In, First Out définie comme stratégie d'enlèvement forcée." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:267 msgid "" -"Then, create a sales order for four white shirts and check that the reserved" -" products are from lots :guilabel:`000003` and :guilabel:`000002`." +"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" +" blocks, and lot `0000400` contains four cinder blocks." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:270 +msgid "" +"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " +"navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (for this example, the " +":guilabel:`All/Building Materials` category) to edit. This reveals a product" +" category form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:275 +msgid "" +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " +"Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "Last in first out (LIFO) strategy set up as forced removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:282 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:289 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the newest lot numbers will be reserved thanks to" +" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" +" lot `0000400` and one cinder block from lot `000030` will be selected to be" +" sent to the customer." msgstr "" -"Créez ensuite une commande client pour quatre t-shirts blancs et vérifiez " -"que les produits réservés proviennent des lots :guilabel:`000003` et " -":guilabel:`000002`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for sale with the LIFO strategy." msgstr "" "Deux lots réservés pour une commande client grâce à la stratégie LIFO." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:201 -msgid "" -"Don't forget that the :abbr:`LIFO (Last In, First Out)` strategy is banned " -"in many countries!" -msgstr "" -"N'oubliez pas que la stratégie :abbr:`LIFO (Last In, First Out)` est bannie " -"dans de nombreux pays !" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:204 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:301 msgid "FEFO (First Expired, First Out)" msgstr "FEFO (First Expired, First Out)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:303 msgid "" -"With the :abbr:`FEFO (First Expired, First Out)` removal strategy, the way " -"products are picked is not based on the reception date. In this particular " -"case, they are dispatched according to their expiration date." +"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " +"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" +" strategies, because it targets products for removal based on **expiration " +"dates** instead of their warehouse receipt dates. With this method, the " +"products that are going to expire first are moved out first. This method is " +"used for perishable products, such as medicine, food, and beauty products." msgstr "" -"Avec la stratégie d'enlèvement :abbr:`FEFO (First Expired, First Out)`, la " -"façon dont les produits sont prélevés n'est pas basée sur la date de " -"réception. Dans ce cas particulier, ils sont expédiés en fonction de leur " -"date d'expiration." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:309 msgid "" -"For have more information about expiration dates, please have a look at " -":doc:`the related doc " -"<../../management/lots_serial_numbers/expiration_dates>`." +"Lots are picked based on their **removal date** from earliest to latest. " +"Removal dates indicate how many days *before* the expiration date the " +"product needs to be removed from stock. The removal date is set on the " +"product form. Lots without a removal date defined are picked after lots with" +" removal dates." msgstr "" -"Pour plus d'informations sur les dates d'expiration, consultez :doc:`la " -"documentation correspondante " -"<../../management/lots_serial_numbers/expiration_dates>`." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:315 msgid "" -"By activating the :guilabel:`Expiration Dates` feature, it becomes possible " -"to define different expiration dates on the serial/lot numbers that will be " -"used in :abbr:`FEFO (First Expired, First Out)`. These expiration dates can " -"be set by going to :menuselection:`Inventory --> Products --> Lots/Serial " -"Numbers`." +"If products are not removed from stock when they should be, lots that are " +"past the expiration date may still be picked for delivery orders!" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:319 +msgid "" +"For more information about expiration dates, reference the :doc:`Expiration " +"dates " +"`" +" document." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:323 +msgid "" +"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " +"and ensure :guilabel:`Expiration Dates` is enabled. Once the " +":guilabel:`Expiration Dates` setting is enabled, it's possible to define " +"different expiration dates for individual serialized products, as well as " +"for lot numbers containing many products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:328 +msgid "" +"In this example, there are three lots of hand cream. The creams are from the" +" *All/Health & Beauty* category, where *FEFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:332 +msgid "" +"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " +"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" +" `0000003` contains ten tubes of hand cream, expiring on October 31." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"View the hand cream lot numbers and expiration dates in the inventory " +"report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:340 +msgid "" +"Expiration dates can be entered when validating the received products, or " +"set on products by going to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" +" select the product from the drop-down menu. Next, select the expiration " +"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." msgstr "" -"En activant la fonctionnalité :guilabel:`Dates d'expiration`, il est " -"possible de définir différentes dates d'expiration sur les numéros de " -"série/lot qui seront utilisés dans la stratégie :abbr:`FEFO (First Expired, " -"First Out)`. Ces dates d'expiration peuvent être définies en allant à " -":menuselection:`Inventaire --> Produits --> Lots/Numéros de série`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "View of the removal date for 0000001." msgstr "Vue de la date d'enlèvement pour 0000001." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:349 msgid "" -"Lots are picked based on their removal date, from earliest to latest. Lots " -"without a removal date defined are picked after lots with removal dates." +"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" +" navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (in this example, the " +":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " +"category form." msgstr "" -"Les lots sont prélevés en fonction de leur date d'enlèvement, de la plus " -"ancienne à la plus récente. Les lots dont la date d'enlèvement n'est pas " -"définie sont prélevés après les lots dont la date d'enlèvement est définie." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:227 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:354 msgid "" -"Other dates are for informational and reporting purposes only. If not " -"removed from the stock, lots that are past the expiration dates may still be" -" picked for delivery orders!" +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," +" First Out)`." msgstr "" -"Les autres dates sont données à titre d'information et d'analyse. Si les " -"lots dont la date d'expiration est dépassée ne sont pas retirés du stock, " -"ils peuvent encore être prélevés pour des bons de livraison !" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:230 -msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` strategy, go to " -":menuselection:`Inventory --> Configuration --> Product Categories` and set " -":abbr:`FEFO (First Expired, First Out)` in the :guilabel:`Force Removal " -"Strategy` field." -msgstr "" -"Pour utiliser la stratégie :abbr:`FEFO (First Expired, First Out)`, allez à " -":menuselection:`Inventaire --> Configuration --> Catégories de produits` et " -"définissez set :abbr:`FEFO (First Expired, First Out)` dans le champ " -":guilabel:`Forcer la stratégie d'enlèvement`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the FEFO strategy being set up as forced removal strategy." +msgid "FEFO forced removal strategy set on the product category." msgstr "" -"Vue de la stratégie FEFO en cours de configuration comme stratégie " -"d'enlèvement forcée." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:361 msgid "" -"For this particular case, the stock has hand cream. There are three lots of " -"them." +"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " +"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" +" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " +"the drop-down menu, or type in the name of the product in the field. Enter a" +" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" +" click :guilabel:`Save`, then click :guilabel:`Confirm`." msgstr "" -"Pour ce cas particulier, imaginez un stock de crème pour les mains. Il y a " -"trois lots." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Lot / Serial No**" -msgstr "**Lot / Numéro de série**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Product**" -msgstr "**Produit**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Expiration Date**" -msgstr "**Date d'expiration**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "0000001" -msgstr "0000001" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "Hand Cream" -msgstr "Crème pour les mains" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "09/30/2019" -msgstr "30/09/2019" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "0000002" -msgstr "0000002" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "11/30/2019" -msgstr "30/11/2019" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "0000003" -msgstr "0000003" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "10/31/2019" -msgstr "31/10/2019" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:250 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:368 msgid "" -"When a sales order for 25 units of Hand Cream is created, Odoo automatically" -" reserves the lots with the closest expiration date, :guilabel:`0000001` and" -" :guilabel:`0000003`." +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the lot numbers expiring first will be reserved " +"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " +"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " +"selected to be sent to the customer, detailed in the :guilabel:`Detailed " +"Operations` tab in the sales order." msgstr "" -"Lors de la création d'une commande client de 25 unités de crème pour les " -"mains, Odoo réserve automatiquement les lots avec la date d'expiration la " -"plus récente, :guilabel:`0000001` et :guilabel:`0000003`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Two hand cream lots reserved for sell with the FEFO strategy." +msgid "Hand cream lot numbers selected for the sales order." msgstr "" -"Deux lots de crème pour les mains sont réservés pour une commande client " -"avec la stratégie FEFO." #: ../../content/applications/inventory_and_mrp/inventory/shipping.rst:5 msgid "Shipping" @@ -17330,17 +17703,6 @@ msgstr "" "d'article qui peut être mis au rebut au cours d'un ordre de fabrication " "dépend de l'étape du processus de fabrication." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 -msgid "" -"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " -"Operations --> Scrap`. Each scrap order shows the date and time the order " -"was created, along with the product and quantity that was scrapped." -msgstr "" -"Les ordres de mise au rebut peuvent être consultés en allant à " -":menuselection:`Inventaire --> Opérations --> Rebut`. Chaque ordre de mise " -"au rebut indique la date et l'heure de création de l'ordre, ainsi que le " -"produit et la quantité mis au rebut." - #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:23 msgid "" "To view the total quantity of each item scrapped, navigate to " @@ -18110,7 +18472,7 @@ msgstr "" msgid "Use the Master Production Schedule" msgstr "Utiliser le programme directeur de production" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:5 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:7 msgid "" "The Master Production Schedule (MPS) is a valuable tool to plan your " "production based on your demand forecast." @@ -18118,7 +18480,7 @@ msgstr "" "Le programme directeur de production (PDP) est un outil précieux pour " "planifier votre production sur la base de vos prévisions de demande." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:13 msgid "" "Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` " "and activate the Master Production Schedule feature before hitting save." @@ -18127,7 +18489,7 @@ msgstr "" "Paramètres` et activez la fonctionnalité Programme directeur de production " "avant de cliquer sur Sauvegarder." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:17 msgid "" "In the MPS settings, you can define the time range of your MPS " "(month/week/day) and the number of periods you want to display at all times." @@ -18136,7 +18498,7 @@ msgstr "" "PDP (mensuel/hebdomadaire/quotidien) et le nombre de périodes que vous " "voulez afficher à tout moment." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:18 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:20 msgid "" "Now, go to :menuselection:`Planning --> Master Production Schedule` and " "click on *add a product*. You can now define your safety stock target (= the" @@ -18149,7 +18511,7 @@ msgstr "" "quantités minimales et maximales qui peuvent ou doivent être " "réapprovisionnées dans chaque période." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:26 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:28 msgid "" "In the MPS view, you can decide which information you would like to display " "by clicking on *rows*. For instance, the *Actual demand* will show you which" @@ -18166,11 +18528,11 @@ msgstr "" "vendu pendant la période). Vous pouvez également décider de masquer les " "lignes si vous le voulez." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 msgid "Estimate your demand and launch replenishment" msgstr "Estimez votre demande et lancez le réapprovisionnement " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:40 msgid "" "The next step is to estimate the demand for the chosen period. This is done " "in the *Forecasted Demand* Row. You can easily, at any time, compare the " @@ -18184,7 +18546,7 @@ msgstr "" "La demande prévue pour un produit fini aura une incidence sur la demande " "indirecte de ses composants." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:48 msgid "" "Once the forecasted demand has been set, the quantity to replenish for the " "different periods will automatically be computed. The replenishments you are" @@ -18198,7 +18560,7 @@ msgstr "" "fabrication) sont alors affichés en vert. Vous pouvez à présent lancer le " "réassort en cliquant sur le bouton Réapprovisionner." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:52 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:54 msgid "" "Depending on the configuration of the product (buy vs. manufacture), " "requests for quotations or manufacturing orders will be created. You can " @@ -18208,7 +18570,7 @@ msgstr "" "demandes de prix ou des ordres de fabrication seront créés. Vous pouvez " "facilement y accéder en cliquant sur la cellule *Réassort réel*." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:61 msgid "" "In case you manually edit the *Suggested Replenishment* quantity, a small " "cross will appear on the left hand side of the cell. In case you want to go " @@ -18219,11 +18581,11 @@ msgstr "" "croix apparaîtra à gauche de la cellule. Si vous souhaitiez revenir à la " "valeur calculée automatiquement par Odoo, cliquez simplement sur la croix." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 msgid "Cells color signification" msgstr "Signification de la couleur de la cellule" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:69 msgid "" "The cells, which are part of the *Suggested Replenishment* line, can take " "different colors depending on the situation:" @@ -18231,7 +18593,7 @@ msgstr "" "Les cellules, qui font partie de la ligne de *réassort suggéré*, peuvent " "prendre différentes couleurs en fonction de la situation :" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:70 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 msgid "" "**Green**: quantity of products which should be replenished to reach the " "expected safety stock considering the demand forecast and the indirect " @@ -18241,7 +18603,7 @@ msgstr "" "atteindre le stock de sécurité prévu en tenant compte de la demande prévue " "et de la prévision de la demande indirecte." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 msgid "" "**Grey**: replenishment order has already been generated, and its quantity " "still matches current data." @@ -18249,7 +18611,7 @@ msgstr "" "**Gris** : l'ordre de réassort a déjà été généré et sa quantité correspond " "toujours aux données actuelles." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 msgid "" "**Red**: replenishment order has already been generated, and its quantity " "was too high considering current data." @@ -18257,7 +18619,7 @@ msgstr "" "**Rouge** : l'ordre de réassort a déjà été généré et sa quantité était trop " "élevée par rapport aux données actuelles." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 msgid "" "**Orange**: replenishment order has already been generated, and its quantity" " was too low considering current data." @@ -18265,7 +18627,7 @@ msgstr "" "**Orange** : l'ordre de réassort a déjà été généré et sa quantité était trop" " faible par rapport aux données actuelles." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:80 msgid "" "The *Forecasted stock* line can also contain red cells, which means the " "stock will be negative during the period in question." @@ -18273,11 +18635,11 @@ msgstr "" "La ligne de *stock prévu* peut également contenir des cellules rouges, ce " "qui signifie que le stock sera négatif au cours de la période concernée." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 msgid "What if I have underestimated the demand?" msgstr "Que faire si j'ai sous-estimé la demande ?" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:86 msgid "" "You can still increase the demand forecast. It will impact the quantity to " "replenish. The cell will become orange, and you’ll be able to launch a new " @@ -18287,11 +18649,11 @@ msgstr "" "impact sur la quantité à réapprovisionner. La cellule devient orange et vous" " pourrez lancer un nouveau réassort." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 msgid "What if I have overestimated the demand?" msgstr "Que faire si j'ai surestimé la demande ?" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:93 msgid "" "You can decrease the demand forecast. The cell will become red to inform you" " that you’ve ordered more than planned. If you’re still able to do it, you " @@ -18302,11 +18664,11 @@ msgstr "" "le faire, vous pouvez annuler manuellement une demande de prix ou un ordre " "de fabrication." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 msgid "What if I wrongly added a product to the MPS?" msgstr "Que faire si j'ai ajouté par erreur un produit au PDP ?" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:100 msgid "" "You can easily remove a product from the MPS by clicking the small bin on " "the right of its name." @@ -18411,11 +18773,11 @@ msgstr "" msgid "An example of a fully configured work center form." msgstr "Un exemple d'un formulaire de poste de travail entièrement configuré" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 msgid "Set standards for work center productivity" msgstr "Définir des normes de productivité pour les postes de travail" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:40 msgid "" "The :guilabel:`General Information` tab on the work center form allows for " "productivity goals to be assigned to a work center:" @@ -18424,7 +18786,7 @@ msgstr "" "travail permet d'assigner des objectifs de productivité à un poste de " "travail :" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:43 msgid "" ":guilabel:`Time Efficiency`: used to calculate the expected duration of a " "work order at the work center; for example, if a work order normally takes " @@ -18436,7 +18798,7 @@ msgstr "" "travail prend normalement une heure et l'efficacité est définie à 200 %, " "l'ordre de travail prendra 30 minutes" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:44 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 msgid "" ":guilabel:`Capacity`: the number of operations that can be performed at the " "work center simultaneously" @@ -18444,12 +18806,12 @@ msgstr "" ":guilabel:`Capacité` : le nombre d'opérations qui peuvent être effectuées en" " même temps au poste de travail" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 msgid ":guilabel:`OEE Target`: the target for efficiency at the work center" msgstr "" ":guilabel:`Objectif TRS` : l'objectif d'efficacité du poste de travail" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:47 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 msgid "" ":guilabel:`Setup Time`: time required to set up the work center before work " "can commence" @@ -18457,7 +18819,7 @@ msgstr "" ":guilabel:`Temps de configuration` : temps requis pour configurer le poste " "de travail avant que le travaille puisse commencer" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 msgid "" ":guilabel:`Cleanup Time`: time required to clean the work center after work " "is finished" @@ -18465,7 +18827,7 @@ msgstr "" ":guilabel:`Temps de nettoyage` : temps requis pour nettoyer le poste de " "travail après que le travail est terminé" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:51 msgid "" ":guilabel:`Cost per hour`: the cost of operating the work center for one " "hour" @@ -18473,7 +18835,7 @@ msgstr "" ":guilabel:`Coût par heure` : le coût de fonctionnement du poste de travail " "pendant une heure" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:52 msgid "" ":guilabel:`Analytic Account`: the account where the cost of the work center " "should be recorded" @@ -18486,11 +18848,11 @@ msgid "The general information tab of the work center form." msgstr "" "L'onglet des informations générales du formulaire du poste de travail." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:57 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 msgid "Assign equipment to a work center" msgstr "Affecter de l'équipement à un poste de travail" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:61 msgid "" "Using the :guilabel:`Equipment` tab, it is possible for specific pieces of " "equipment to be assigned to a work center. The following information will be" @@ -18500,11 +18862,11 @@ msgstr "" "spécifiques à un poste de travail. Les informations suivants seront " "affichées pour chaque équipement ajouté :" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:62 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 msgid ":guilabel:`Equipment Name`: the name of the piece of equipment" msgstr ":guilabel:`Nom de l'équipement` : le nom de l'équipement" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:63 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 msgid "" ":guilabel:`Technician`: the technician responsible for servicing the " "equipment" @@ -18512,13 +18874,13 @@ msgstr "" ":guilabel:`Technicien` : le technicien responsable de la maintenance de " "l'équipement" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:66 msgid ":guilabel:`Equipment Category`: the category the equipment belongs to" msgstr "" ":guilabel:`Catégorie d'équipement` : la catégorie à laquelle l'équipement " "appartient" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 msgid "" ":guilabel:`MTBF`: mean time between failures; the average time that the " "piece of equipment will operate before failing" @@ -18526,7 +18888,7 @@ msgstr "" ":guilabel:`MTBF` : temps moyen entre défaillances ; la durée moyenne pendant" " laquelle l'équipement fonctionnera avant de tomber en panne" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 msgid "" ":guilabel:`MTTR`: mean time to recovery; the average time it takes for the " "equipment to become fully operational again" @@ -18534,7 +18896,7 @@ msgstr "" ":guilabel:`MTTR` : temps moyen de réparation ; le temps moyen nécessaire " "pour que l'équipement soit à nouveau opérationnel" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:71 msgid "" ":guilabel:`Est. Next Failure`: an estimate of when the next equipment " "failure will occur" @@ -18546,7 +18908,7 @@ msgstr "" msgid "The equipment tab of the work center form." msgstr "L'onglet équipement du formulaire du poste de travail." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:78 msgid "" ":guilabel:`MTBF`, :guilabel:`MTTR`, and :guilabel:`Est. Next Failure` are " "all calculated automatically based on past failure data, if any exists." @@ -18555,11 +18917,11 @@ msgstr "" "prochaine défaillance` sont calculés automatiquement en fonction de la date " "de la dernière défaillance, s'il y en a eu une." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 msgid "Integrate IoT devices" msgstr "Intégrer des appareils IoT" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:86 msgid "" "The :guilabel:`IoT Triggers` tab enables the integration of :abbr:`IoT " "(Internet of Things)` devices with a work center:" @@ -18567,15 +18929,15 @@ msgstr "" "L'onglet des :guilabel:`Déclencheurs IoT` permet d'intégrer des appareils " ":abbr:`IoT (Internet of Things)` à un poste de travail :" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 msgid ":guilabel:`Device`: specifies the IoT device to be triggered" msgstr ":guilabel:`Appareil` : précise l'appareil IoT à déclencher" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:88 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:90 msgid ":guilabel:`Key`: the security key for the device" msgstr ":guilabel:`Clé` : la clé de sécurité de l'appareil" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:91 msgid ":guilabel:`Action`: the IoT device action triggered" msgstr ":guilabel:`Action` : l'action de l'appareil IoT déclenchée" @@ -18583,11 +18945,11 @@ msgstr ":guilabel:`Action` : l'action de l'appareil IoT déclenchée" msgid "The IoT Triggers tab of the work center form." msgstr "L'onglet des déclencheurs IoT du formulaire du poste de travail." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 msgid "Use case: configure an alternative work center" msgstr "Cas d'utilisation : configurer un poste de travail alternatif" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:100 msgid "" "When a work center is at capacity, it cannot accept any new work orders. " "Instead of waiting for the work center to become available, it is possible " @@ -18599,7 +18961,7 @@ msgstr "" "libère, il est possible de déterminer un poste de travail alternatif où les " "ordres de travail excédentaires doivent être exécutés." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:102 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:104 msgid "" "Begin by creating a new work center. Configure the :guilabel:`Equipment` tab" " so that it has all of the same equipment as the main work center. This will" @@ -18614,7 +18976,7 @@ msgstr "" "poste de travail principal et incluez le nouveau poste de travail dans le " "champ de sélection :guilabel:`Postes de travail alternatifs` " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:107 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:109 msgid "" "Now, create a new manufacturing order that uses the main work center for one" " of its operations. The main work center will automatically be selected for " @@ -18636,7 +18998,7 @@ msgstr "" "Cliquez sur le bouton programmer pour sélectionner automatiquement un poste " "de travail disponible." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:116 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:118 msgid "" "If the main work center is at capacity, the work center selected for the " "operation will be automatically changed to the alternative work center." @@ -18649,11 +19011,11 @@ msgstr "" msgid "The alternative work center is automatically selected." msgstr "Le poste de travail alternatif est sélectionné automatiquement." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:124 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 msgid "Monitor work center performance" msgstr "Contrôler les performances d'un poste de travail" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:128 msgid "" "Performance for an individual work center can be viewed by selecting " ":menuselection:`Configuration --> Work Centers`, and clicking on a work " @@ -18666,7 +19028,7 @@ msgstr "" "performances d'un poste de travail peuvent être affichées en haut à droite " "du formulaire :" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:130 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 msgid "" ":guilabel:`OEE`: overall effective efficiency, the percentage of time that " "the work center has been fully productive" @@ -18674,11 +19036,11 @@ msgstr "" ":guilabel:`TRS` : taux de rendement synthétique, le pourcentage de temps " "pendant lequel le poste de travail a été pleinement productif" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 msgid ":guilabel:`Lost`: the amount of time lost due to work stoppages" msgstr ":guilabel:`Perdu` : le temps perdu en raison des arrêts de travail" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:133 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:135 msgid "" ":guilabel:`Load`: the amount of time it will take to complete the current " "workload" @@ -18686,7 +19048,7 @@ msgstr "" ":guilabel:`Charge` : le temps nécessaire à l'exécution de la charge de " "travail actuelle" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:136 msgid "" ":guilabel:`Performance`: the real duration of work time, shown as a " "percentage of the expected duration" diff --git a/locale/fr/LC_MESSAGES/productivity.po b/locale/fr/LC_MESSAGES/productivity.po index 845f9bee9..d0b24478b 100644 --- a/locale/fr/LC_MESSAGES/productivity.po +++ b/locale/fr/LC_MESSAGES/productivity.po @@ -9,6 +9,7 @@ # Cécile Collart , 2023 # Renaud de Colombel , 2023 # Martin Trigaux, 2023 +# Wil Odoo, 2023 # Jolien De Paepe, 2023 # #, fuzzy @@ -16,7 +17,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" "Last-Translator: Jolien De Paepe, 2023\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" @@ -683,33 +684,13 @@ msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:106 msgid "" -"After one user syncs their Outlook calendar to the Odoo database, unwanted " -"email notifications are unavoidable because the first synchronized user's " -"events will be in the Odoo Calendar. If the Odoo database is shared amongst " -"multiple users, and another user wants to sync their Outlook calendar with " -"Odoo Calendar, Outlook will again pull the existing Odoo Calendar events " -"during the sync and treat them as new events, causing Outlook to send email " -"invitations to all event attendees." -msgstr "" -"Après qu'un utilisateur a synchronisé son calendrier Outlook avec la base de" -" données Odoo, des notifications par email non désirées sont inévitables, " -"car les événements du premier utilisateur synchronisé se trouveront dans le " -"calendrier Odoo. Si la base de données Odoo est partagée entre plusieurs " -"utilisateurs et un autre utilisateur veut synchroniser son calendrier " -"Outlook avec le calendrier Odoo, Outlook récupérera à nouveau tous les " -"événements existants du calendrier Odoo pendant la synchronisation et les " -"traitera comme de nouveaux événements, poussant Outlook à envoyer des " -"invitations par email à tous les participants." - -#: ../../content/applications/productivity/calendar/outlook.rst:113 -msgid "" "In summary, once a user synchronizes their Outlook calendar with the Odoo " "calendar:" msgstr "" "En résumé, une fois qu'un utilisateur synchronise son calendrier Outlook " "avec le calendrier Odoo :" -#: ../../content/applications/productivity/calendar/outlook.rst:115 +#: ../../content/applications/productivity/calendar/outlook.rst:108 msgid "" "Creating an event in Odoo causes Outlook to send an invitation to all event " "attendees." @@ -717,7 +698,7 @@ msgstr "" "La création d'un événement Odoo pousse Outlook à envoyer une invitation à " "tous les participants à l'événement." -#: ../../content/applications/productivity/calendar/outlook.rst:116 +#: ../../content/applications/productivity/calendar/outlook.rst:109 msgid "" "Deleting an event in Odoo causes Outlook to send a cancellation to all event" " attendees." @@ -725,7 +706,7 @@ msgstr "" "L'annulation d'un événement Odoo pousse Outlook à envoyer une annulation à " "tous les participants à l'événement." -#: ../../content/applications/productivity/calendar/outlook.rst:117 +#: ../../content/applications/productivity/calendar/outlook.rst:110 msgid "" "Unarchiving an event in Odoo causes Outlook to send an invitation to all " "event attendees." @@ -733,7 +714,7 @@ msgstr "" "La restauration d'un événement dans Odoo pousse Outlook à envoyer une " "invitation à tous les participants à l'événement." -#: ../../content/applications/productivity/calendar/outlook.rst:118 +#: ../../content/applications/productivity/calendar/outlook.rst:111 msgid "" "Archiving an event in Odoo causes Outlook to send a cancellation to all " "event attendees." @@ -741,7 +722,7 @@ msgstr "" "L'archivage d'un événement dans Odoo pousse Outlook à envoyer une annulation" " à tous les participants à l'événement." -#: ../../content/applications/productivity/calendar/outlook.rst:119 +#: ../../content/applications/productivity/calendar/outlook.rst:112 msgid "" "Adding a contact to an event causes Outlook to send an invitation to all " "event attendees." @@ -749,7 +730,7 @@ msgstr "" "L'ajout d'un contact à un événement pousse Outlook à envoyer une invitation " "à tous les participants à l'événement." -#: ../../content/applications/productivity/calendar/outlook.rst:120 +#: ../../content/applications/productivity/calendar/outlook.rst:113 msgid "" "Removing a contact from an event causes Outlook to send a cancellation to " "all event attendees." @@ -757,11 +738,11 @@ msgstr "" "La suppression d'un contact d'un événement pousse Outlook à envoyer une " "annulation à tous les participants à l'événement." -#: ../../content/applications/productivity/calendar/outlook.rst:123 +#: ../../content/applications/productivity/calendar/outlook.rst:116 msgid "Sync Odoo Calendar and Outlook" msgstr "Synchroniser le calendrier Odoo et Outlook" -#: ../../content/applications/productivity/calendar/outlook.rst:125 +#: ../../content/applications/productivity/calendar/outlook.rst:118 msgid "" "In the Odoo database, go to the :guilabel:`Calendar` module and click the " ":guilabel:`Outlook` sync button. The page will redirect to a Microsoft login" @@ -778,7 +759,7 @@ msgstr "" msgid "The \"Outlook\" sync button in Odoo Calendar." msgstr "Le bouton de synchronisation \"Outlook\" dans Odoo Calendrier" -#: ../../content/applications/productivity/calendar/outlook.rst:133 +#: ../../content/applications/productivity/calendar/outlook.rst:126 msgid "" "The synchronization is a two-way process, meaning that events are reconciled" " in both accounts (Outlook and Odoo)." @@ -786,7 +767,7 @@ msgstr "" "La synchronisation est un processus bidirectionnel, ce qui signifie que les " "événements sont réconciliés dans les deux comptes (Outlook et Odoo)." -#: ../../content/applications/productivity/calendar/outlook.rst:137 +#: ../../content/applications/productivity/calendar/outlook.rst:130 msgid "" "All users that want to use the synchronization simply need to :ref:`sync " "their calendar with Outlook `. The configuration of " @@ -803,11 +784,11 @@ msgstr "" "l'utilisateur à gérer une instance spécifique des services cloud de " "Microsoft pour leurs utilisateurs internes et externes." -#: ../../content/applications/productivity/calendar/outlook.rst:144 +#: ../../content/applications/productivity/calendar/outlook.rst:137 msgid ":doc:`../mail_plugins/outlook`" msgstr ":doc:`../mail_plugins/outlook`" -#: ../../content/applications/productivity/calendar/outlook.rst:145 +#: ../../content/applications/productivity/calendar/outlook.rst:138 msgid ":doc:`google`" msgstr ":doc:`google`" @@ -1222,7 +1203,7 @@ msgid "View of the contacts’ status for Odoo Discuss" msgstr "Vue du statut des contacts dans Odoo Discussion" #: ../../content/applications/productivity/discuss/overview/get_started.rst:97 -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:65 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:250 msgid ":doc:`team_communication`" msgstr ":doc:`team_communication`" @@ -1231,128 +1212,586 @@ msgid ":doc:`/applications/general/email_communication/email_servers`" msgstr ":doc:`/applications/general/email_communication/email_servers`" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:3 -msgid "Get Organized by Planning Activities" -msgstr "Soyez organisé grâce à la planification d'activités" +msgid "Activities" +msgstr "Activités" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:5 msgid "" -"When you plan activities you minimize the risk of uncertainties, as you " -"provide clear directions for the course of your next action. In addition to " -"that, you do not leave space for wasteful activities and reduce the chance " -"of having overlapping actions between team members." +"*Activities* are follow-up tasks tied to a record in an Odoo database. " +"Activities can be scheduled on any page of the database that contains a " +"chatter thread, kanban view, list view, or activities view of an " +"application." msgstr "" -"Lorsque vous planifiez des activités, vous minimisez le risque " -"d'incertitudes, tout en donnant des instructions claires pour le déroulement" -" de votre prochaine action. De plus, vous ne laissez pas de place pour des " -"activités inutiles et réduisez le risque d'avoir des actions qui se " -"chevauchent entre les membres de l'équipe." +"Les *Activités* sont des tâches de suivi liées à un enregistrement dans une " +"base de données Odoo. Les activités peuvent être planifiées sur n'importe " +"quelle page de la base de données qui contient un chatter, une vue kanban, " +"une vue de liste ou une vue des activités d'une application." #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:10 -msgid "Where do I see my schedule activities?" -msgstr "Où puis-je voir mes activités programmées?" +msgid "Schedule activities" +msgstr "Planifier des activités" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:12 msgid "" -"Access and manage your activities wherever you are in Odoo by the " -"*Activities* menu." +"One way that activities are created is by clicking the :guilabel:`Schedule " +"Activity` button, located at the top of the *chatter* on any record. On the " +"pop-up window that appears, select an :guilabel:`Activity Type` from the " +"drop-down menu." msgstr "" -"Accédez et gérez vos activités où que vous soyez dans Odoo grâce au menu " -"*Activités*." +"Les activités peuvent être créées en cliquant sur le bouton " +":guilabel:`Planifier une activité`, situé en haut du *chatter* de chaque " +"enregistrement. Dans la fenêtre contextuelle qui s'affiche, sélectionnez un " +":guilabel:`Type d'activité` dans le menu déroulant." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:17 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" +"Les applications individuelles ont une liste de *Types d'activité* dédiés à " +"cette application. Par exemple, pour voir et modifier les activités " +"disponibles pour l'application *CRM*, allez à l'app :menuselection:`CRM --> " +"Configuration --> Types d'activité`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:21 +msgid "" +"Enter a title for the activity in the :guilabel:`Summary` field, located in " +"the :guilabel:`Schedule Activity` pop-up window." +msgstr "" +"Saisissez un titre pour l'activité dans le champ :guilabel:`Résumé`, situé " +"dans la fenêtre contextuelle :guilabel:`Planifier une activité`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:24 +msgid "" +"To assign the activity to a different user, select a name from the " +":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the " +"activity is automatically assigned." +msgstr "" +"Pour assigner l'activité à un utilisateur différent, sélectionnez un nom " +"dans le menu déroulant :guilabel:`Assigné à`. Sinon, l'utilisateur qui crée " +"l'activité est automatiquement assigné." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:27 +msgid "" +"Lastly, feel free to add any additional information in the optional " +":guilabel:`Log a note...` field." +msgstr "" +"Enfin, ajoutez des informations supplémentaires dans le champ facultatif " +":guilabel:`Enregistrer une note...`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:30 +msgid "" +"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " +"window auto-populates based on the configuration settings for the selected " +":guilabel:`Activity Type`. However, this date can be changed by selecting a " +"day on the calendar in the :guilabel:`Due Date` field." +msgstr "" +"Le champ :guilabel:`Date d'échéance` dans la fenêtre contextuelle " +":guilabel:`Planifier une activité` se remplit automatiquement en fonction " +"des paramètres de configuration du :guilabel:`Type d'activité` sélectionné. " +"Cependant, vous pouvez modifier cette date en sélectionnant une date dans le" +" calendrier dans le champ :guilabel:`Date d'échéance`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:34 +msgid "Lastly, click one of the following buttons:" +msgstr "Finalement, cliquez sur l'un des boutons suivants :" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:36 +msgid "" +":guilabel:`Schedule`: adds the activity to the chatter under " +":guilabel:`Planned activities`." +msgstr "" +":guilabel:`Planifier` : ajoute l'activité au chatter dans l'onglet " +":guilabel:`Activités planifiées`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:37 +msgid "" +":guilabel:`Mark as Done`: adds the details of the activity to the chatter " +"under :guilabel:`Today`. The activity is not scheduled, it is automatically " +"marked as completed." +msgstr "" +":guilabel:`Marquer comme fait` : ajoute les détails de l'activité au chatter" +" sous :guilabel:`Aujourd'hui`. L'activité n'est pas planifiée, mais elle est" +" automatiquement marquée comme complétée." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:39 +msgid "" +":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " +"marked as done, and opens a new activity window." +msgstr "" +":guilabel:`Fait \\& Planifier suivant` : ajoute la tâche sous " +":guilabel:`Aujourd'hui` marquée comme faite et ouvre une nouvelle fenêtre " +"d'activité." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:41 +msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." +msgstr "" +":guilabel:`Ignorer` : ignore tous les changements apportés dans la fenêtre " +"contextuelle." #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads page emphasizing the activities menu for Odoo Discuss" -msgstr "" -"Vue d'une page des pistes dans CRM mettant l'accent sur le menu activités " -"d'Odoo Discussion" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:20 -msgid "Plan activities" -msgstr "Planifiez des activités" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:22 -msgid "" -"Activities can be planned and managed from the chatter by clicking on " -"*Schedule activity*, or through Kanban views." -msgstr "" -"Les activités peuvent être planifiées et gérées à partir du chatter en " -"cliquant sur *Planifier une activité*, ou via les vues Kanban." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads and the option to schedule an activity for Odoo Discuss" -msgstr "" -"Vue des pistes CRM et l'option de planifier une activité pour Odoo " -"Discussion" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:31 -msgid "Set your activity types" -msgstr "Paramétrer vos types d'activités" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:33 -msgid "" -"A number of activities types are available by default in Odoo (call, email, " -"meeting, etc.). However, you can set new ones going to " -":menuselection:`Settings --> Activity types`." -msgstr "" -"Une série de types d'activités sont disponibles par défaut dans Odoo " -"(appeler, email, réunion, etc.). Cependant, vous pouvez en créer de nouveaux" -" types en allant aux :menuselection:`Paramètres --> Types d'activités`." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of the settings page emphasizing the menu activity types for Odoo " -"Discuss" -msgstr "" -"Vue de la page paramètres mettant l'accent sur le menu des types d'activités" -" pour Odoo Discussion" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:42 -msgid "" -"If you need to create an activity type with an available calendar, make sure" -" to create it with an *Action to Perform* set as *Meeting*." -msgstr "" -"Si vous devez créer un type d'activité avec un calendrier disponible, " -"assurez-vous de le créer avec une *Action à effectuer* définie en tant que " -"*Réunion*." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:46 -msgid "Recommend next activities" -msgstr "Recommandez les prochaines activités" +msgid "View of CRM leads and the option to schedule an activity." +msgstr "Vue des pistes CRM et l'option de planifier une activité." #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:48 msgid "" -"Odoo helps you to plan a flow of activities by allowing you to set " -"*Recommended Next Activities*." +"Depending on the activity type, the :guilabel:`Schedule` button may be " +"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` " +"button." msgstr "" -"Odoo vous aide à planifier un flux d'activités en vous permettant de définir" -" des *Activités suivantes recommandées*." +"En fonction du type d'activité, le bouton :guilabel:`Planifier` peut être " +"remplacé par un bouton :guilabel:`Enregistrer` ou un bouton " +":guilabel:`Ouvrir le calendrier`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:51 +msgid "" +"Scheduled activities are added to the chatter for the record under " +":guilabel:`Planned activities`." +msgstr "" +"Les activités planifiées sont ajoutées au chatter pour l'enregistrement sous" +" :guilabel:`Activités planifiées`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:57 +msgid "" +"Activities can also be scheduled from the kanban, list, or activities view " +"of an application." +msgstr "" +"Les activités peuvent également être planifiées à partir de la vue kanban, " +"liste ou activités d'une application." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:61 +msgid "Kanban view" +msgstr "Vue kanban" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:63 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill " +"out the pop-up form." +msgstr "" +"Sélectionnez un enregistrement pour lequel vous voulez planifier une " +"activité. Cliquez sur l'icône :guilabel:`🕘 (horloge)`, puis " +":guilabel:`Planifier une activité` et remplissez le formulaire contextuel." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Kanban view of the CRM pipeline and the option to schedule an activity." +msgstr "La vue kanban du pipeline CRM et l'option de planifier une activité." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:70 +msgid "List view" +msgstr "Vue de liste" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:72 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already " +"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 " +"(phone)` or an :guilabel:`✉️ (envelope)` icon." +msgstr "" +"Sélectionnez un enregistrement pour lequel vous voulez planifier une " +"activité. Cliquez sur l'icône :guilabel:`🕘 (horloge)`, puis sur " +":guilabel:`Planifier une activité`. Si une autre activité est déjà planifiée" +" pour l'enregistrement, il se peut que l'icône d'horloge soit remplacée par " +"une icône de :guilabel:`📞 (téléphone)` ou de :guilabel:`✉️ (enveloppe)`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "List view of the CRM pipeline and the option to schedule an activity." +msgstr "La vue liste du pipeline CRM et l'option de planifier une activité." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:80 +msgid "Activity view" +msgstr "Vue de l'activité" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:82 +msgid "" +"To open the activity view for an application, select the :guilabel:`🕘 " +"(clock)` icon from the menu bar anywhere in the database. Select any " +"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` " +"icon for the desired app." +msgstr "" +"Pour ouvrir la vue activité d'une application, sélectionnez l'icône " +":guilabel:`🕘 (horloge)` dans la barre de menu n'importe où dans la base de " +"données. Sélectionnez n'importe quelle application dans le menu déroulant et" +" cliquez sur l'icône :guilabel:`🕘 (horloge)` de l'application souhaitée." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity menu drop down with focus on where to open activity view for CRM." +msgstr "" +"Le menu déroulant des activités avec l'accent sur l'endroit où ouvrir la vue" +" activité pour le CRM." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:90 +msgid "" +"Select a record on which to schedule an activity. Move across the row to " +"find the desired activity type, then click the :guilabel:`＋ (plus sign)`." +msgstr "" +"Sélectionnez un enregistrement pour lequel vous voulez planifier une " +"activité. Déplacez-vous sur la ligne pour trouver le type d'activité " +"souhaité, puis cliquez sur :guilabel:`＋ (signe plus)`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity view of the CRM pipeline and the option to schedule an activity." +msgstr "" +"La vue activité du pipeline CRM et l'option de planifier une activité." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:98 +msgid "" +"Activity colors, and their relation to an activity's due date, is consistent" +" throughout Odoo, regardless of the activity type, or the view." +msgstr "" +"Les couleurs de l'activité et leur relation à la date d'échéance d'une " +"activité sont cohérentes dans Odoo, indépendamment du type d'activité ou de " +"la vue." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:101 +msgid "" +"Activities that appear in **green** indicate a due date sometime in the " +"future." +msgstr "" +"Les activités qui apparaissent en **vert** indiquent une date d'échéance " +"dans le futur." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:102 +msgid "**Yellow** indicates that the activity's due date is today." +msgstr "" +"**Jaune** indique que la date d'échéance de l'activité est aujourd'hui." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:103 +msgid "" +"**Red** indicates that the activity is overdue and the due date has passed." +msgstr "" +"**Rouge** indique que l'activité est en retard et que la date d'échéance est" +" dépassée." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:105 +msgid "" +"For example, if an activity is created for a phone call, and the due date " +"passes, the activity appears with a red phone in list view, and a red clock " +"on the kanban view." +msgstr "" +"Par exemple, si une activité est créée pour un appel téléphonique et que la " +"date d'échéance est dépassée, l'activité apparaît avec un téléphone rouge " +"dans la vue de liste et un horloge rouge sur la vue kanban." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:109 +msgid "View scheduled activities" +msgstr "Voir les activités planifiées" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:111 +msgid "" +"To view scheduled activities, open either the :menuselection:`Sales app` or " +":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located " +"to the far-right side of the other view options." +msgstr "" +"Pour voir les activités planifiées, ouvrez l'application " +":menuselection:`Ventes` ou l'application :menuselection:`CRM` et cliquez sur" +" l'icône :guilabel:`🕘 (horloge)`, située à l'extrême droite des autres " +"options de vue." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:114 +msgid "" +"Doing so opens the activities menu, showcasing all the scheduled activities " +"for the user, by default. To show all activities for every user, remove the " +":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar." +msgstr "" +"Le menu des activités s'ouvre et affiche par défaut toutes les activités " +"planifiées pour l'utilisateur. Pour afficher toutes les activités de tous " +"les utilisateurs, supprimez le filtre :guilabel:`Mon pipeline` dans la barre" +" :guilabel:`Rechercher...`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:118 +msgid "" +"To view a consolidated list of activities separated by the application where" +" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on" +" the header menu to see the activities for that specific application in a " +"drop-down menu." +msgstr "" +"Pour voir une liste consolidée des activités séparée par l'application où " +"elles ont été créées, et par date d'échéance, cliquez sur l'icône " +":guilabel:`🕘 (horloge)` dans le menu d'en-tête pour voir les activités de " +"cette application spécifique dans un menu déroulant." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:122 +msgid "" +"The possibility to :guilabel:`Add new note` and :guilabel:`Request a " +"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘" +" (clock)` icon on the header menu is clicked." +msgstr "" +"La possibilité d':guilabel:`Ajouter une nouvelle note` et de " +":guilabel:`Demander un document` apparaît au bas de ce menu déroulant, " +"lorsque vous cliquez sur l'icône :guilabel:`🕘 (horloge)` du menu d'en-tête." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of CRM leads page emphasizing the activities menu." +msgstr "" +"Vue d'une page des pistes CRM mettant en évidence le menu des activités." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:130 +msgid "Configure activity types" +msgstr "Configurer des types d'activité" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:132 +msgid "" +"To configure the types of activities in the database, go to " +":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`." +msgstr "" +"Pour configurer les types d'activités dans la base de données, allez à " +"l'application :menuselection:`Paramètres --> Discussion --> Activités --> " +"Types d'activité`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of the settings page emphasizing the menu activity types." +msgstr "" +"Vue de la page des paramètres mettant en évidence le menu des types " +"d'activité." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:139 +msgid "" +"Doing so reveals the :guilabel:`Activity Types` page, where the existing " +"activity types are found." +msgstr "" +"La page des :guilabel:`Types d'activité` s'ouvre et affiche les types " +"d'activité existants." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:141 +msgid "" +"To edit an existing activity type, select it from the list, then click " +":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`." +msgstr "" +"Pour modifier un type d'activité existant, sélectionnez-le dans la liste, " +"puis cliquez sur :guilabel:`Modifier`. Pour créer un nouveau type " +"d'activité, cliquez sur :guilabel:`Créer`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:144 +msgid "" +"At the top of a blank activity type form, start by choosing a " +":guilabel:`Name` for the new activity type." +msgstr "" +"En haut du formulaire vierge du type d'activité, commencez par choisir un " +":guilabel:`Nom` pour ce nouveau type d'activité. " + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "New activity type form." +msgstr "Formulaire d'un nouveau type d'activité." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:152 +msgid "Activity settings" +msgstr "Paramètres des activités" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:155 +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "Action" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:157 +msgid "" +"The *Action* field specifies the intent of the activity. Some actions " +"trigger specific behaviors after an activity is scheduled." +msgstr "" +"Le champ *Action* précise l'intention de l'activité. Certaines actions " +"déclenchent des comportements spécifiques après avoir planifié une activité." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:160 +msgid "" +"If :guilabel:`Upload Document` is selected, a link to upload a document is " +"added directly to the planned activity in the chatter." +msgstr "" +"Si vous sélectionnez :guilabel:`Charger un document`, un lien pour charger " +"un document s'ajoute directement à l'activité planifiée dans le chatter." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:162 +msgid "" +"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " +"have the option to open their calendar to schedule a time for this activity." +msgstr "" +"Si vous sélectionnez :guilabel:`Appel téléphonique` ou :guilabel:`Réunion`, " +"les utilisateurs ont l'option d'ouvrir leur calendrier pour programmer une " +"heure pour cette activité." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:164 +msgid "" +"If :guilabel:`Request Signature` is selected, a link is added to the planned" +" activity in the chatter that opens a signature request pop-up window." +msgstr "" +"Si vous sélectionnez :guilabel:`Demander une signature`, un lien est ajouté " +"à l'activité planifiée dans le chatter permettant d'ouvrir une fenêtre " +"contextuelle de demande de signature." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:168 +msgid "" +"The actions available to select on an activity type vary, depending on the " +"applications currently installed in the database." +msgstr "" +"Les actions disponibles pour sélectionner un type d'activité varient en " +"fonction des applications actuellement installées dans la base de données." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:172 +msgid "Default user" +msgstr "Utilisateur par défaut" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:174 +msgid "" +"To automatically assign this activity to a specific user when this activity " +"type is scheduled, choose a name from the :guilabel:`Default User` drop-down" +" menu. If this field is left blank, the activity is assigned to the user who" +" creates the activity." +msgstr "" +"Pour assigner cette activité automatiquement à un utilisateur spécifique " +"lorsque ce type d'activité est planifié, choisissez un nom dans le menu " +"déroulant :guilabel:`Utilisateur par défaut`. Si ce champ est laissé vierge," +" l'activité est assignée à l'utilisateur qui a créé l'activité." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:179 +msgid "Default summary" +msgstr "Résumé par défaut" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:181 +msgid "" +"To include notes whenever this activity type is created, enter them into the" +" :guilabel:`Default Summary` field." +msgstr "" +"Pour inclure des notes chaque fois que ce type d'activité est créé, " +"saisissez-les dans le champ :guilabel:`Résumé par défaut`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:185 +msgid "" +"The information in the :guilabel:`Default User` and :guilabel:`Default " +"Summary` fields are included when an activity is created. However, they can " +"be altered before the activity is scheduled or saved." +msgstr "" +"Les informations dans les champs :guilabel:`Utilisateur par défaut` et " +":guilabel:`Résumé par défaut` sont incluses lors de la création d'une " +"activité. Toutefois, elles peuvent être modifiées avant que l'activité ne " +"soit planifiée ou enregistrée." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:190 +msgid "Next activity" +msgstr "Activité suivante" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:192 +msgid "" +"To automatically suggest, or trigger, a new activity after an activity has " +"been marked complete, the :guilabel:`Chaining Type` must be set." +msgstr "" +"Pour suggérer ou déclencher automatiquement une nouvelle activité après " +"qu'une activité a été marquée comme faite, vous devez définir le " +":guilabel:`Type de chaînage`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:196 +msgid "Suggest next activity" +msgstr "Suggérer l'activité suivante" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:198 +msgid "" +"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " +"Activity`. Upon doing so, the field underneath changes to: " +":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " +"select any activities to recommend as follow-up tasks to this activity type." +msgstr "" +"Dans le champ :guilabel:`Type de chaînage`, sélectionnez :guilabel:`Suggérer" +" l'activité suivante`. Le champ situé en dessous devient alors " +":guilabel:`Suggérer`. Cliquez sur le menu déroulant :guilabel:`Suggérer` " +"pour sélectionner les activités à recommander comme tâches de suivi pour ce " +"type d'activité." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:202 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:230 +msgid "" +"In the :guilabel:`Schedule` field, choose a default deadline for these " +"activities. To do so, configure a desired number of :guilabel:`Days`, " +":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " +":guilabel:`after completion date` or :guilabel:`after previous activity " +"deadline`." +msgstr "" +"Dans le champ :guilabel:`Planifier`, choisissez un délai par défaut pour ces" +" activités. Pour ce faire, configurez un nombre souhaité de " +":guilabel:`Jours`, :guilabel:`Semaines`, ou :guilabel:`Mois`. Puis décidez " +"si elle doit avoir lieu :guilabel:`après la date d'achèvement` ou " +":guilabel:`après la date de fin de l'activité précédente`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:207 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:235 +msgid "" +"This :guilabel:`Schedule` field information can be altered before the " +"activity is scheduled." +msgstr "" +"Vous pouvez modifier ce champ :guilabel:`Planifier` avant que l'activité ne " +"soit planifiée." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:209 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:237 +msgid "When all configurations are complete, click :guilabel:`Save`." +msgstr "" +"Lorsque toutes les configurations sont terminées, cliquez sur " +":guilabel:`Enregistrer`." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "Schedule activity popup with emphasis on recommended activities." +msgstr "" +"Fenêtre contextuelle Planifier une activité mettant en évidence les " +"activités recommandées." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:216 +msgid "" +"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " +"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " +"users are presented with recommendations for activities as next steps." +msgstr "" +"Si le :guilabel:`Type de chaînage` de l'activité est défini sur " +":guilabel:`Suggérer l'activité suivante` et des activités sont répertoriées " +"dans le champ :guilabel:`Suggérer`, les utilisateurs reçoivent des " +"recommandations d'activités pour les étapes suivantes." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:221 +msgid "Trigger next activity" +msgstr "Déclencher l'activité suivante" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:223 +msgid "" +"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " +"immediately launches the next activity once the previous one is completed." +msgstr "" +"Le fait de définir le :guilabel:`Type de chaînage` sur :guilabel:`Déclencher" +" l'activité suivante` permet de lancer immédiatement l'activité suivante une" +" fois que la précédente est terminée." + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:226 +msgid "" +"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " +"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " +":guilabel:`Trigger` field drop-down menu, select the activity that should be" +" launched once this activity is completed." +msgstr "" +"Si vous sélectionnez :guilabel:`Déclencher l'activité suivante` dans le " +"champ :guilabel:`Type de chaînage`, le champ situé en dessous devient " +":guilabel:`Déclencher`. Dans le menu déroulant du champ " +":guilabel:`Déclencher`, sélectionnez l'activité qui doit être lancée une " +"fois que cette activité est terminée." #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "" -"View of an activity type form emphasizing the field recommended next activities for Odoo\n" -"Discuss" +"Schedule new activity popup with emphasis on Done and launch next button." msgstr "" -"Vue d'un type d'activité mettant en évidence le champ des activités suivantes recommandées pour Odoo\n" -"Discussion" +"Fenêtre contextuelle Planifier une activité mettant en évidence le bouton " +"Fait et lancer suivant." -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:55 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:244 msgid "" -"Once the respective activity is completed, select *Done & Schedule Next* and" -" next steps are suggested to you." +"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" +" Next Activity`, marking the activity as `Done` immediately launches the " +"next activity listed in the :guilabel:`Trigger` field." msgstr "" -"Une fois l'activité respective terminée, sélectionnez *Terminé et planifier " -"la suivante* et les étapes suivantes vous sont suggérées." +"Lorsque le :guilabel:`Type de chaînage` est défini sur :guilabel:`Déclencher" +" l'activité suivante`, le fait de marquer l'activité comme `Fait` lance " +"immédiatement l'activité suivante répertoriée dans le champ " +":guilabel:`Déclencher`." -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of an activity being schedule emphasizing the recommended activities field being\n" -"shown for Odoo Discuss" -msgstr "" -"Vue d'une activité en cours de planification mettant en évidence le champ des activités recommandées \n" -"affiché pour Odoo Discussion" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:64 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:249 #: ../../content/applications/productivity/discuss/overview/team_communication.rst:98 msgid ":doc:`get_started`" msgstr ":doc:`get_started`" @@ -1586,8 +2025,37 @@ msgstr ":doc:`plan_activities`" msgid "Internet of Things (IoT)" msgstr "Internet des objets (IoT)" +#: ../../content/applications/productivity/iot.rst:17 +msgid "" +"The Open Platform Communications (OPC) Unified Architecture (UA) protocol is" +" now supported by the :abbr:`IoT (Internet of Things)` box. :abbr:`OPC (Open" +" Platform Communications)` :abbr:`UA (United Architecture)` is an open " +"standard that specifies information exchange for industrial communication on" +" devices, between machines and between systems. This includes communication " +"between information technology and operational technology. :abbr:`OPC (Open " +"Platform Communications)` :abbr:`UA (United Architecture)` can be used with " +"any software platform, on a wide variety of devices, and deployed securely. " +"The :abbr:`IoT (Internet of Things)` box has entered the world of the " +"Industry 4.0 standard and can be utilized in a wide variety of industries, " +"and for things like building automation, packaging, utilities, etc." +msgstr "" +"Le protocole Architecture unifiée de plateforme de communication ouverte " +"(Open Platform Communications Unified Architecture ou OPC UA) est désormais " +"pris en charge par l':abbr:`IoT (Internet des Objets)` box. L':abbr:`OPC " +"(Open Platform Communications)` :abbr:`UA (United Architecture)` est une " +"norme ouverte qui spécifie l'échance d'informations pour la communication " +"indsutrielle sur les appareils, entre les machines et entre les systèmes. " +"Cela inclut la communication entre les technologies de l'information et les " +"technologies opérationnelles. L':abbr:`OPC (Open Platform Communications)` " +":abbr:`UA (United Architecture)` peut être utilisé avec n'importe quelle " +"plateforme logicielle, sur une grande variété d'appareils, et déployé en " +"toute sécurité. L':abbr:`IoT (Internet des Objets)` est entrée dans le monde" +" de la norme Industry 4.0 et peut être utilisée dans une grande variété de " +"secteurs d'activité, et pour les choses comme l'automatisation des " +"bâtiments, le conditionnement, les services publics, etc." + #: ../../content/applications/productivity/iot/config.rst:5 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:6 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:10 msgid "Configuration" msgstr "Configuration" @@ -5429,7 +5897,18 @@ msgstr "" msgid "Outlook Plugin" msgstr "Plugin Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:8 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:5 +msgid "" +"Outlook allows for third-party applications to connect in order to execute " +"database actions from emails. Odoo has a plugin for Outlook that allows for " +"the creation of an opportunity from the email panel." +msgstr "" +"Odoo permet à des applications externes de se connecter afin d'exécuter des " +"actions de base de données à partir d'emails. Odoo dispose d'un plugin pour " +"Outlook qui permet de créer une opportunité à partir du panneau de " +"messagerie." + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:12 msgid "" "The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both" " on Odoo and Outlook." @@ -5437,197 +5916,205 @@ msgstr "" "Le :doc:`plugin de messagerie <../mail_plugins>` Putlook doit être configuré" " sur Odoo et sur Outlook." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:17 msgid "Enable Mail Plugin" msgstr "Activer le plugin de messagerie" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:19 msgid "" -"First, you need to enable the *Mail Plugin* feature in your database. Go to " +"First, enable the *Mail Plugin* feature in the database. Go to " ":menuselection:`Settings --> General Settings --> Integrations`, enable " -"*Mail Plugin*, and *Save* the configuration." +":guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration." msgstr "" -"Vous devez d'abord activer la fonctionnalité *Plugin de messagerie* dans " -"votre base de données. Allez à :menuselection:`Paramètres --> Paramètres " -"généraux --> Intégrations`, activez *Plugin de messagerie* et *sauvegardez* " -"la configuration." +"Activez d'abord la fonctionnalité *Plugin de messagerie* dans la base de " +"données. Allez aux :menuselection:`Paramètres --> Paramètres généraux --> " +"Intégrations`, activez le :guilabel:`Plugin de messagerie`, et " +":guilabel:`Enregistrez` la configuration." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:21 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:25 msgid "Install the Outlook Plugin" msgstr "Installer le plugin Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:23 -msgid "Open your Outlook mailbox and select any email." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:27 +msgid "" +"Download (:menuselection:`Save Page As --> Web Page XML only`) the following" +" XML file to upload later: " +"`https://download.odoocdn.com/plugins/outlook/manifest.xml " +"`_." msgstr "" -"Ouvrez votre boîte de réception Outlook et sélectionnez n'importe quel " -"email." +"Téléchargez (:menuselection:`Enregistrer la page comme --> Page Web, XML " +"uniquement`) le fichier XML suivant à charger ultérieurement : " +"`https://download.odoocdn.com/plugins/outlook/manifest.xml " +"`_." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:25 -msgid "Click on the *More actions* button and select *Get Add-ins*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:31 +msgid "" +"Next, open the Outlook mailbox, and select any email. After completing this," +" click on the :guilabel:`More actions` button in the upper right-side and " +"select :guilabel:`Get Add-ins`." msgstr "" -"Cliquez sur le bouton *Autres actions* et sélectionnez *Télécharger des " -"compléments*." +"Ensuite, ouvrez la boîte de messagerie Outlook et sélectionnez n'importe " +"quel email. Cliquez ensuite sur le bouton :guilabel:`Autres actions` en haut" +" à droite et sélectionnez :guilabel:`Obtenir des compéments`." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "More actions button in Outlook" msgstr "Le bouton Autres actions dans Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:31 -msgid "Select the *My add-ins* tab." -msgstr "Sélectionnez l'onglet *Mes compléments*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:38 +msgid "" +"Following this step, select the :guilabel:`My add-ins` tab on the left-side." +msgstr "Allez ensuite à l'onglet :guilabel:`Mes compléments` sur la gauche." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "My add-ins in Outlook" msgstr "Mes compléments dans Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:37 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:44 msgid "" -"Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add " -"from URL...*" +"Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ " +"Add a custom add-in`, and then on :guilabel:`Add from file...`" msgstr "" -"Sous *Compléments personnalisés*, cliquez sur *+ Ajouter un complément " -"personnalisé* et ensuite sur *Ajouter depuis URL...*" +"Sous :guilabel:`Compléments personnalisés` vers le bas, cliquez sur " +":guilabel:`+ Ajouter un complément personnalisé`, et puis sur " +":guilabel:`Ajouter à partir d'un fichier...`" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-ins in Outlook" msgstr "Compléments personnalisés dans Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:43 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:51 msgid "" -"Enter the following URL " -"`https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` and press " -"*OK*." +"For the next step, attach the `manifest.xml` file downloaded above, and " +"press :guilabel:`OK`. Next, read the warning and click on " +":guilabel:`Install`." msgstr "" -"Saisissez l'URL suivante " -"`https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` et cliquez " -"sur *OK*." +"Pour l'étape suivante, joignez le fichier `manifest.xml` téléchargé plus tôt" +" et cliquez sur :guilabel:`OK`. Ensuite, lisez l'avertissement et cliquez " +"sur :guilabel:`Installer`." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering the add-in URL in Outlook" -msgstr "Saisir l'URL du complément dans Outlook" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:50 -msgid "Read the warning and click on *Install*." -msgstr "Lisez l'avertissement et cliquez sur *Installer*." - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-in installation warning in Outlook" msgstr "" "Avertissement d'installation d'un complément personnalisé dans Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:59 -msgid "Connect your database" -msgstr "Connecter votre base de données" - #: ../../content/applications/productivity/mail_plugins/outlook.rst:61 -msgid "" -"Open any email in your Outlook mailbox, click on the *More actions* button, " -"and select *Odoo for Outlook*." -msgstr "" -"Ouvrez n'importe quel email dans votre boîte de messagerie Outlook, cliquez " -"sur le bouton *Autres actions* et sélectionnez *Odoo pour Outlook*." +msgid "Connect the database" +msgstr "Connecter la base de données" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:63 +msgid "" +"Now, Outlook will be connected to the Odoo database. First, open any email " +"in the Outlook mailbox, click on the :guilabel:`More actions` button in the " +"upper right-side, and select :guilabel:`Odoo for Outlook`." +msgstr "" +"Outlook sera maintenant connecté à la base de données Odoo. Ouvrez d'abord " +"un email dans la boîte de messagerie Outlook, cliquez sur le bouton " +":guilabel:`Autres actions` en haut à droite et sélectionnez :guilabel:`Odoo " +"pour Outlook`." + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook add-in button" msgstr "Bouton de complément Odoo pour Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:71 msgid "" "The right-side panel can now display **Company Insights**. At the bottom, " -"click on *Login*." +"click on :guilabel:`Login`." msgstr "" -"Le panneau de droite peut à présent afficher des **Informations sur la " -"société**. En bas, cliquez sur *Connexion*." +"Le panneau de droite peut désormais afficher **Company Insights**. En bas, " +"cliquez sur :guilabel:`Login`." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Logging in your Odoo database" -msgstr "Se connecter à votre base de données Odoo" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 -msgid "" -"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" -" available as a trial. This feature requires :ref:`prepaid credits " -"`." -msgstr "" -"Seul un nombre limité de demandes relatives aux *Informations d'entreprise* " -"(*Enrichissement de pistes*) est disponible à titre d'essai. Cette " -"fonctionnalité nécessite des :ref:`crédits prépayés `." +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Logging in the Odoo database" +msgstr "Se connecter à la base de données Odoo" #: ../../content/applications/productivity/mail_plugins/outlook.rst:79 msgid "" -"If, after a short while, the panel is still empty, it is possible that your " +"Only a limited amount of **Company Insights** (*Lead Enrichment*) requests " +"are available as a trial database. This feature requires :ref:`prepaid " +"credits `." +msgstr "" +"Seul un nombre limité de demandes relatives aux **Company Insights** " +"(*Enrichissement de pistes*) est disponible à titre d'essai. Cette " +"fonctionnalité nécessite des :ref:`crédits prépayés `." + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:83 +msgid "" +"If, after a short while, the panel is still empty, it is possible that the " "browser cookie settings prevented it from loading. Note that these settings " -"also change if you are in \"Incognito\" mode on your browser." +"also change if the browser is in \"Incognito\" mode." msgstr "" "Si, après un court instant, le panneau est toujours vide, il est possible " "que les paramètres des cookies de votre navigateur l'aient empêché de se " -"charger. Notez que ces paramètres changent également si vous êtes en mode " -"\"Incognito\" sur votre navigateur." +"charger. Notez que ces paramètres changent également si votre navigateur est" +" en mode \"Incognito\"." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:84 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:87 msgid "" -"To fix this issue, configure your browser to always allow cookies on Odoo's " +"To fix this issue, configure the browser to always allow cookies on Odoo's " "plugin page." msgstr "" -"Pour résoudre ce problème, configurez votre navigateur pour qu'il autorise " +"Pour résoudre ce problème, configurez le navigateur pour qu'il autorise " "toujours les cookies sur la page du plugin Odoo." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:86 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:89 msgid "" -"For Google Chrome, you can do so by following the guide at: " -"`https://support.google.com/chrome/answer/95647 " -"`_" -" and adding `download.odoo.com` to the list of `Sites that can always use " +"For Google Chrome, change the browser cookie settings by following the guide" +" at: `https://support.google.com/chrome/answer/95647 " +"`_ and adding " +"`download.odoo.com` to the list of :guilabel:`Sites that can always use " "cookies`." msgstr "" -"Pour Google Chrome, vous pouvez le faire en suivant le guide sur : " +"Pour Google Chrome, modifiez les paramètres des cookies du navigateur en " +"suivant les étapes suivantes : " "`https://support.google.com/chrome/answer/95647 " -"`_" -" et en ajoutant `download.odoo.com` à la liste des `Sites qui peuvent " -"toujours utiliser des cookies`." +"`_ et en ajoutant " +"`download.odoo.com` à la liste des :guilabel:`Sites qui peuvent toujours " +"utiliser des cookies`." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:90 -msgid "Once done, the Outlook panel needs to be opened again." -msgstr "Une fois cela fait, il faut rouvrir le panneau Outlook." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:94 +msgid "Once this is complete, the Outlook panel needs to be opened again." +msgstr "Une fois cela fait, vous devez rouvrir le panneau Outlook." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 -msgid "Enter your Odoo database URL and click on *Login*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:96 +msgid "Now, enter the Odoo database URL and click on :guilabel:`Login`." msgstr "" -"Saisissez l'URL de votre base de données Odoo et cliquez sur *Connexion*." +"Saisissez à présent l'URL de la base de données Odoo et cliquez sur " +":guilabel:`Login`." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering your Odoo database URL" -msgstr "Saisir l'URL de votre base de données Odoo" +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Entering the Odoo database URL" +msgstr "Saisir l'URL de la base de données Odoo" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:99 -msgid "Click on *Allow* to open the pop-up window." -msgstr "Cliquez sur *Autoriser* pour ouvrir la fenêtre contextuelle." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:102 +msgid "Next, click on :guilabel:`Allow` to open the pop-up window." +msgstr "" +"Cliquez ensuite sur :guilabel:`Allow` (Autoriser) pour ouvrir la fenêtre " +"contectuelle." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "New window pop-up warning" msgstr "Avertissement de la nouvelle fenêtre contextuelle" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 -msgid "If you aren't logged into your database, enter your credentials." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:108 +msgid "" +"If the user isn't logged into the database, enter the credentials. Click on " +":guilabel:`Allow` to let the Outlook Plugin connect to the database." msgstr "" -"Si vous n'êtes pas connecté à votre base de données, saisissez vos " -"identifiants." +"Si l'utilisateur n'est pas connecté à la base de données, saisissez les " +"informations d'identification. Cliquez sur :guilabel:`Allow` pour permettre " +"au plugin Outlook de se connecter à la base de données." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:107 -msgid "Click on *Allow* to let the Outlook Plugin connect to your database." -msgstr "" -"Cliquez sur *Autoriser* pour laisser le plugin Outlook se connecter à votre " -"base de données." - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Allowing the Outlook Plugin to connect to a database" msgstr "Permettre au plugin Outlook de se connecter à une base de données" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:116 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 msgid "Add a shortcut to the plugin" msgstr "Ajoutez un raccourci au plugin" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:120 msgid "" "By default, the Outlook Plugin can be opened from the *More actions* menu. " "However, to save time, it's possible to add it next to the other default " @@ -5637,33 +6124,56 @@ msgstr "" "actions*. Toutefois, pour gagner du temps, il est possible de l'ajouter à " "côté des autres actions par défaut." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:121 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:123 msgid "" -"In your Outlook mailbox, click on *Settings*, then on *View all Outlook " -"settings*." +"In the Outlook mailbox, click on :guilabel:`Settings`, then on " +":guilabel:`View all Outlook settings`." msgstr "" -"Dans votre boîte de messagerie Outlook, cliquez sur *Paramètres* et ensuite " -"sur *Afficher tous les paramètres d'Outlook*." +"Dans la boîte de messagerie Outlook, cliquez sur :guilabel:`Paramètres`, " +"puis sur :guilabel:`Afficher tous les paramètres d'Outlook`." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Viewing all Outlook settings" msgstr "Afficher tous les paramètres d'Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:127 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:130 msgid "" -"Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and " -"then *Save*." +"Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on " +":guilabel:`Odoo for Outlook`, and then :guilabel:`Save`." msgstr "" -"Sélectionnez *Personnaliser les actions* dans la catégorie *Courrier*, " -"cliquez sur *Odoo for Outlook* et ensuite sur *Enregistrer*." +"Sélectionnez maintenant :guilabel:`Personnaliser les actions` sous " +":guilabel:`Mail`, cliquez sur :guilabel:`Odoo for Outlook`, et puis sur " +":guilabel:`Enregistrer`." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook customized action" msgstr "Action personnalisée Odoo for Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:133 -msgid "Open any email; the shortcut should be displayed." -msgstr "Ouvrez n'importe quel email ; le raccourci devrait s'afficher." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:137 +msgid "Following this step, open any email; the shortcut should be displayed." +msgstr "" +"Après cette étape, ouvrez n'importe quel email ; le raccourci devrait " +"s'afficher." + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:144 +msgid "Using the plugin" +msgstr "Utiliser le plugin" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:146 +msgid "" +"Now that the plug-in is installed and operational, all that needs to be done" +" to create a lead is to click on the `O` [Odoo icon] or navigate to " +":guilabel:`More actions` and click on :guilabel:`Odoo for Outlook`. The side" +" panel will appear on the right-side, and under :guilabel:`Opportunities` " +"click on :guilabel:`New`. A new window with the created opportunity in the " +"Odoo database will populate." +msgstr "" +"Maintenant que le plugin est installé et opérationnel, il suffit de cliquer " +"sur le `O` [icône Odoo] ou allez aux :guilabel:`Autres actions` et cliquez " +"sur :guilabel:`Odoo for Outlook` pour créer une piste. Le panneau latéral " +"apparaît sur le côté droit et sous :guilabel:`Opportunités`, cliquez sur " +":guilabel:`Nouveau`. Une nouvelle fenêtre avec l'opportunité créée dans la " +"base de données Odoo s'affichera." #: ../../content/applications/productivity/studio.rst:6 msgid "Studio" @@ -5960,10 +6470,6 @@ msgstr "" "doit être appliquée. Cela fonctionne de la même manière lorsque vous " "appliquez des filtres sur un modèle." -#: ../../content/applications/productivity/studio/automated_actions.rst:134 -msgid "Action" -msgstr "Action" - #: ../../content/applications/productivity/studio/automated_actions.rst:136 msgid "" "Determine what the automated action should do (server action). There are " diff --git a/locale/fr/LC_MESSAGES/sales.po b/locale/fr/LC_MESSAGES/sales.po index e51a85c29..d009d9ecc 100644 --- a/locale/fr/LC_MESSAGES/sales.po +++ b/locale/fr/LC_MESSAGES/sales.po @@ -17,19 +17,19 @@ # Camille Dantinne , 2022 # Eloïse Stilmant , 2023 # Maxime Chambreuil , 2023 -# Cécile Collart , 2023 # Martin Trigaux, 2023 # Wil Odoo, 2023 # Jolien De Paepe, 2023 +# Cécile Collart , 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" -"Last-Translator: Jolien De Paepe, 2023\n" +"Last-Translator: Cécile Collart , 2023\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -102,7 +102,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:16 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 @@ -1311,13 +1311,11 @@ msgstr "Gérer les opportunités perdues" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" -"While working with your opportunities, you might lose some of them. You will" -" want to keep track of the reasons you lost them and also which ways Odoo " -"can help you recover them in the future." +"Not all opportunities result in successful sales. In order to keep the " +"pipeline up to date, lost opportunities need to be identified. Specifying " +"the reason why an opportunity was lost provides additional insight that can " +"prove useful for future opportunities." msgstr "" -"Quand vous travaillez sur vos opportunités, vous pourriez en perdre quelques" -" unes. Vous voudrez sans doute garder la trace de la raison de ces échecs et" -" aussi comment Odoo pourrait vous aider à les reconquérir plus tard." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark a lead as lost" @@ -1325,106 +1323,193 @@ msgstr "Marquer une pise comme perdue" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" -"While in your pipeline, select any opportunity you want and you will see a " -"*Mark Lost* button." +"To mark a lead as lost, open the :menuselection:`CRM` application, and " +"select a lead from the pipeline, by clicking on its corresponding kanban " +"card. Doing so reveals that lead's detail form." msgstr "" -"Dans votre pipeline, sélectionnez l'opportunité désirée et vous verrez un " -"bouton *Marquer comme perdu*." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15 msgid "" -"You can then select an existing *Lost Reason* or create a new one right " -"there." +"Then, click :guilabel:`Lost`, located at the top of the lead's detail form." msgstr "" -"Vous pouvez sélectionner un *Motif de la perte* ou en créer un nouveau ici." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22 -msgid "Manage & create lost reasons" -msgstr "Gérer & créer des motifs de perte" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:24 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" -"You will find your *Lost Reasons* under :menuselection:`Configuration --> " -"Lost Reasons`." +"Buttons from the top of an opportunity record with the lost button " +"emphasized." msgstr "" -"Vous trouverez vos *Motifs de la perte* dans le menu " -":menuselection:`Configuration --> Motifs de la perte`." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:21 msgid "" -"You can select & rename any of them as well as create a new one from there." +"This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an " +"existing lost reason. If no applicable reason is available, create a new one" +" by entering it into the :guilabel:`Lost Reason` field, and clicking " +":guilabel:`Create`." msgstr "" -"Vous pouvez sélectionner & renommer n'importe lequel ou en créer un nouveau " -"à cet endroit." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30 -msgid "Retrieve lost opportunities" -msgstr "Récupérer les opportunités perdues" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:32 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:25 msgid "" -"To retrieve lost opportunities and do actions on them (send an email, make a" -" feedback call, etc.), select the *Lost* filter in the search bar." +"Additional notes and comments can be added below the lost reason designated " +"in the :guilabel:`Lost Reason` field." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:28 +msgid "" +"When all the desired information has been entered in the :guilabel:`Lost " +"Reason` pop-up window, click :guilabel:`Submit`." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost reasons popup with sample reasons." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:35 +msgid "" +"Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo " +"returns to the lead detail form, where a new red :guilabel:`Lost` banner is " +"now present in the upper-right corner of the lead." msgstr "" -"Pour récupérer les opportunités perdues et agir sur elles (envoyer un mail, " -"rappeler pour un bilan, etc.) choisissez le filtre *Perdu* dans la barre de " -"recherche." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 -msgid "You will then see all your lost opportunities." -msgstr "Vous verrez alors toutes vos opportunités perdues." +msgid "Create/edit lost reasons" +msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" -"If you want to refine them further, you can add a filter on the *Lost " -"Reason*." +"To create a new lost reason, or edit an existing one, navigate to " +":menuselection:`CRM app --> Configuration --> Lost Reasons`." msgstr "" -"Si vous voulez affiner plus avant, vous pouvez ajouter un filtre *Motif de " -"la perte*." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44 -msgid "For Example, *Too Expensive*." -msgstr "Par exemple, *Trop cher*." - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:50 -msgid "Restore lost opportunities" -msgstr "Restaurer les opportunités perdues" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:52 msgid "" -"From the Kanban view with the filter(s) in place, you can select any " -"opportunity you wish and work on it as usual. You can also restore it by " -"clicking on *Archived*." +"To edit an existing reason, click on the reason that should be modified. " +"When clicked, that reason becomes highlighted. Once highlighted, change the " +"description of the selected lost reason by editing the " +":guilabel:`Description` field. When done, click :guilabel:`Save` in the " +"upper-left corner." msgstr "" -"Dans la vue Kanban, avec le(s) filtre(s) activés, vous pouvez sélectionner " -"n'importe quelle opportunité, pour la traiter comme d'habitude. Vous pouvez " -"aussi la restaurer en cliquant sur *Restaurer*." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:59 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:48 msgid "" -"You can also restore items in batch from the Kanban view when they belong to" -" the same stage. Select *Restore Records* in the column options. You can " -"also archive the same way." +"To create a new lost reason, click :guilabel:`Create` in the upper-left " +"corner of the :guilabel:`Lost Reasons` page. Doing so reveals a new blank " +"line in the :guilabel:`Description` field. Then, proceed to type in the new " +"lost reason in that new line. Once ready, click :guilabel:`Save`." msgstr "" -"Vous pouvez aussi restaurer les éléments par lot dans la vue Kanban, quand " -"ils appartiennent à la même étape. Sélectionnez *Désarchiver* dans les " -"options de la colonne. Vous pouvez également les archiver de la même " -"manière." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66 -msgid "To select specific opportunities, you should switch to the list view." +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54 +msgid "Retrieve lost opportunities" +msgstr "Récupérer les opportunités perdues" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:56 +msgid "" +"To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM " +"app` to the main :guilabel:`Pipeline` dashboard. Then, click the " +":guilabel:`Filters` drop-down menu, located beneath the search bar." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with lost filter emphasized." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 +msgid "" +"From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` " +"option. Upon selecting :guilabel:`Lost`, only the leads that have been " +"marked as `Lost` appear on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 +msgid "" +"To filter leads by a specific lost reason, select :menuselection:`Filters " +"--> Add Custom Filter`. Doing so reveals another drop-down menu with three " +"fields." msgstr "" -"Pour sélectionner certaines opportunités, vous devriez passer en vue liste." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71 msgid "" -"Then you can select as many or all opportunities and select the actions you " -"want to take." +"In the top field drop-down menu, select :guilabel:`Lost Reason`. In the " +"second field drop-down menu, select :guilabel:`Contains`. Then, in the third" +" field of the :guilabel:`Add Custom Field` sub menu, type in the specific " +"keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking " +":guilabel:`Apply`, Odoo reveals all the lost leads with a reason that " +"contains that specified keyword(s)." msgstr "" -"Vous pouvez alors sélectionner autant d'opportunités que désiré, ou toutes, " -"et choisir les actions à entreprendre." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:78 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with custom filter added for lost reason." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81 +msgid "Restore lost opportunities" +msgstr "Restaurer les opportunités perdues" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 +msgid "" +"To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` " +"dashboard on the *CRM* app, open the :guilabel:`Filters` drop-down menu, and" +" select the :guilabel:`Lost` option. Doing so reveals all the lost " +"opportunities on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:87 +msgid "" +"Then, click on the kanban card of the desired lost opportunity to restore, " +"which opens that lead's detail form." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:90 +msgid "" +"From the lost lead's detail form, click :guilabel:`Restore` in the upper-" +"left corner. Doing so removes the red :guilabel:`Lost` banner from the lead " +"form, signifying the lead has been restored." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost opportunity with emphasis on the Restore button." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98 +msgid "Restore multiple opportunities at once" +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:100 +msgid "" +"To restore multiple opportunities at once, navigate to the main " +":guilabel:`Pipeline` dashboard in the *CRM* app, open the " +":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:103 +msgid "" +"Next, select the list view option, which is represented by the three-line " +":guilabel:`☰ (list)` icon in the upper-right corner. Doing so places all the" +" leads from the :guilabel:`Pipeline` page in a list form. With the list form" +" chosen, select the checkbox to the left of each desired opportunity/lead to" +" be restored." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:108 +msgid "" +"Once the desired opportunities/leads have been selected, click the " +":guilabel:`⚙️ Action (gear)` drop-down menu at the top of the " +":guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` drop-down " +"menu, select :guilabel:`Unarchive`." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:112 +msgid "" +"Doing so removes those selected lost opportunities from the " +":guilabel:`Pipeline` page because they no longer fit into the `Lost` filter " +"criteria. To reveal these newly-restored leads, delete the `Lost` filter " +"from the search bar." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Action button from list view with the Unarchive option emphasized." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:121 msgid ":doc:`../performance/win_loss`" msgstr ":doc:`../performance/win_loss`" @@ -3939,7 +4024,7 @@ msgstr "" "compatibles avec cette intégration." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:16 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 msgid "Configure the Payment Method" msgstr "Configuration du mode de paiement" @@ -3974,7 +4059,7 @@ msgid "Create a new payment method for the SIX payment terminal." msgstr "Créer un nouveau mode de paiement pour le terminal de paiement SIX." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:37 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:40 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 msgid "Pay with a Payment Terminal" msgstr "Payer avec un terminal de paiement" @@ -4043,7 +4128,14 @@ msgstr "" "canadiennes, ce qui rend cette méthode adaptée uniquement aux entreprises " "nord-américaines." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:18 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +msgid "" +"Vantiv card readers should be purchased exclusively from Vantiv, as certain " +"Vantiv terminals bought on Amazon do not include the correct encryption " +"needed to be used with an Odoo database." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" "First, go in the general settings of the POS app, and activate the Vantiv " "setting." @@ -4051,7 +4143,7 @@ msgstr "" "Allez d'abord dans les paramètres généraux de votre application PdV et " "activez le paramètre Vantiv." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:24 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 msgid "" "Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "go in the payments section and access your payment methods. Create a new " @@ -4063,7 +4155,7 @@ msgstr "" " Créez un nouveau mode de paiement pour Vantiv, choisissez l'option terminal" " de paiement Vantiv, puis créez des nouveaux identifiants Vantiv." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:32 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" "To create new Vantiv credentials, fill in your merchant ID and password, " "then save. Make sure the credentials you just created are selected, then " @@ -4074,7 +4166,7 @@ msgstr "" "que vous venez de créer sont sélectionnés, puis enregistrez le mode de " "paiement." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:42 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 msgid "" "In your PoS interface, at the moment of the payment, select your Vantiv " "payment method and… that’s all." @@ -10594,111 +10686,99 @@ msgstr "" "données." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 -msgid "Get paid to confirm an order" -msgstr "Soyez payé pour confirmer une commande" +msgid "Online payment order confirmation" +msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" -"In general, online payments are considered as a fast and secure alternative " -"to traditional payment methods. It is generally cheaper, easier and faster " -"than other payment methods. It is particularly useful and efficient for " -"international transactions. With Odoo Sales, you can use online payments to " -"get automatic orders confirmation. Online payments are made instantly, so " -"it's very convenient and saves lots of time in a basic sales process." +"With Odoo *Sales*, online payments can be used to get automatic confirmation" +" on orders." msgstr "" -"En général, les paiements en ligne sont considérés comme une alternative " -"rapide et sûre aux modes de paiement traditionnels. Ils sont généralement " -"moins chers, plus faciles et plus rapides que d'autres modes de paiement et " -"particulièrement utiles et efficaces dans les transactions internationales. " -"Avec Odoo Ventes, vous pouvez utiliser les paiements en ligne pour obtenir " -"une confirmation automatique des commandes. Les paiements en ligne sont " -"instantanés, très pratiques et permettent de gagner beaucoup de temps dans " -"un processus de vente basique." -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:8 msgid "Enable online payment" msgstr "Activer le paiement en ligne" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:14 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "" -"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the" -" **Online Payment** feature." +"Go to :menuselection:`Sales app --> Configuration --> Settings`, scroll to " +"the :guilabel:`Quotations \\& Orders` heading, and activate the " +":guilabel:`Online Payment` feature by checking the box next to it, and " +"clicking :guilabel:`Save`." msgstr "" -"Allez à :menuselection:`Ventes --> Configuration --> Paramètres` et activez " -"la fonctionnalité **Paiement en ligne**." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to enable online payment on Odoo Sales?" -msgstr "Comment activer le paiement en ligne dans Odoo Ventes ?" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:22 -msgid "" -"There, you will have direct access to the **Payment Acquirers** page. It " -"will allow you to select and configure your acquirers of choice. Before " -"creating or modifying a payment acquirer, be sure to check out our " -"documentation about how to be paid with payment acquirers such as " -":doc:`/applications/finance/payment_acquirers/paypal`, " -":doc:`/applications/finance/payment_acquirers/authorize`, and others in the " -":doc:`/applications/finance/payment_acquirers` documentation." +msgid "How to enable online payment on Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:18 +msgid "" +"After checking the box beside the :guilabel:`Online Payment` feature, a link" +" to the :guilabel:`Payment Acquirers` appears beneath it. Click that link to" +" reveal the entire :guilabel:`Payment Acquirers` page." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 +msgid "Payment acquirers page in the Odoo Sales application." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:26 +msgid "" +"On the :guilabel:`Payment Acquirers` page, payment acquirers can be selected" +" and configured. Before creating (or modifying) a payment acquirer, be sure " +"to review the documentation related to the ways payment acquirers can be " +"used with Odoo, such as:" msgstr "" -"Vous y aurez directement accès à la page des **Fournisseurs de paiement** où" -" vous pouvez sélectionner et configurer les fournisseurs de votre choix. " -"Avant de créer ou de modifier un fournisseur de paiement, lisez notre " -"documentation sur la manière de recevoir des paiements par le biais de " -"fournisseurs de paiement tels que " -":doc:`/applications/finance/payment_acquirers/paypal`, " -":doc:`/applications/finance/payment_acquirers/authorize`, et autres dans la " -"documentation :doc:`/applications/finance/payment_acquirers`." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:30 -msgid "" -"If you are familiar with this documentation: :doc:`quote_template`; you can " -"activate or not the **Online Payment** feature for each template you use, " -"under their confirmation tab." +msgid ":doc:`../../../finance/payment_acquirers/paypal`" msgstr "" -"Si vous avez lu cette documentation : :doc:`quote_template`; vous pouvez " -"décider d'activer ou non la fonctionnalité **Paiement en ligne** pour chaque" -" modèle que vous utilisez, sous l'onglet de confirmation." + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:31 +msgid ":doc:`../../../finance/payment_acquirers/authorize`" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:32 +msgid ":doc:`../../../finance/payment_acquirers`" +msgstr ":doc:`../../../finance/payment_acquirers`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 +msgid "" +"On quotation templates, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Confirmation` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:38 +msgid "" +"On standard quotations, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Other Info` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:42 msgid "Register a payment" msgstr "Enregistrer un paiement" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:37 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:44 msgid "" -"After opening quotations from their received email, your customers will have" -" different possibilities to make their online payments. For example:" +"After opening quotations from the email they receive, customers are " +"presented with different options to make online payments, in the " +":guilabel:`Pay with` section." msgstr "" -"Après avoir ouvert les devis que vos clients ont reçus par email, ils auront" -" différentes options pour effectuer leurs paiements en ligne. Par exemple :" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to register a payment on Odoo Sales?" -msgstr "Comment enregistrer un paiement dans Odoo Ventes ?" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:46 -msgid "" -"By clicking on the **Customer Preview** button, you will be able to see what" -" your customers will have to choose when it comes to payment." +msgid "How to register a payment on Odoo Sales." msgstr "" -"En cliquant sur le bouton **Aperçu client**, vous pourrez voir ce que vos " -"clients devront choisir en matière de paiement." - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:50 -msgid ":doc:`quote_template`" -msgstr ":doc:`quote_template`" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:51 -msgid ":doc:`/applications/finance/payment_acquirers`" -msgstr ":doc:`/applications/finance/payment_acquirers`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:52 -msgid ":doc:`/applications/finance/payment_acquirers/paypal`" -msgstr ":doc:`/applications/finance/payment_acquirers/paypal`" +msgid "" +"Clicking the :guilabel:`Customer Preview` smart button on the quotation form" +" provides a preview of the quotation as the customer sees it, along with the" +" various online payment options they can choose from." +msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:53 -msgid ":doc:`/applications/finance/payment_acquirers/authorize`" -msgstr ":doc:`/applications/finance/payment_acquirers/authorize`" +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:57 +msgid ":doc:`quote_template`" +msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" @@ -10998,177 +11078,196 @@ msgstr "" "Ventes." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 -msgid "Use product variants on quotations and sales orders" +msgid "Product variants on quotations and sales orders" msgstr "" -"Utiliser des variantes de produit sur les devis et les bons de commande" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Product variants can be added to quotations and sales orders using the " -"Product Configurator, Variant Grid Entry, or both." +"*product configurator*, *variant grid entry*, or both." msgstr "" -"Des variantes de produit peuvent être ajoutées aux devis et bons de commande" -" à l'aide du configurateur de produits, de la grille d'entrée des variantes " -"ou des deux." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:11 msgid "" "To enable product variants on quotations and sales orders, go to " -":menuselection:`Sales --> Configuration --> Settings --> Product Catalog` " -"and activate one or both of the :guilabel:`Product Configurator` and " -":guilabel:`Variant Grid Entry` settings. Finally, click :guilabel:`Save` to " -"apply the settings." +":menuselection:`Sales app --> Configuration --> Settings`, and under the " +":guilabel:`Product Catalog` heading, activate one (or both) of the " +":guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` " +"settings. Finally, click :guilabel:`Save` to apply the settings." msgstr "" -"Pour activer les variantes de produit sur les devis et les bons de commande," -" allez à :menuselection:`Ventes --> Configuration --> Paramètres --> " -"Catalogue de produits` et activez les fonctionnalités " -":guilabel:`Configurateur de produits` et :guilabel:`Grille d'entrée des " -"variantes` ou une de ces deux fonctionnalités. Enfin, cliquez sur " -":guilabel:`Sauver` pour appliquer les paramètres." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Activating entry type settings." msgstr "Activer les paramètres de type d'entrée." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:20 -msgid "" -"After saving the settings, configure the product form. Head over to " -":menuselection:`Sales --> Products --> Products` and select any product (or " -"click :guilabel:`Create` to create a new one). On the product form, click " -":guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under " -":guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " -"Configurator` or :guilabel:`Order Grid Entry`. This selection determines " -"which method is used to add the product to quotations or sales orders. " -"Finally, click :guilabel:`Save` to apply the setting." +msgid "After saving the settings, it's time to configure the product form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:22 +msgid "" +"To do that, navigate to :menuselection:`Sales app --> Products --> " +"Products`, and select the desired product to configure (or click " +":guilabel:`Create` to open a blank product form, and create a new one)." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:26 +msgid "" +"On the product form, click :guilabel:`Edit`, and select the " +":guilabel:`Variants` tab. Click :guilabel:`Add a line` to add an attribute " +"in the :guilabel:`Attribute` column, like `Color` or `Size`, for example." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:30 +msgid "" +"Once the attribute is chosen, select the desired values to apply to that " +"attribute in the :guilabel:`Values` column. To select the desired values, " +"click into the blank field beneath the :guilabel:`Values` column." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:34 +msgid "" +"Then, select an option from the drop-down menu that appears. Or, create a " +"new value by typing in the new value, and click :guilabel:`Create` from the " +"drop-down menu that appears beneath the new value." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 +msgid "" +"When a product has *at least* two variants (one attribute with two values), " +"the :guilabel:`Sales Variant Selection` option appears at the bottom of the " +":guilabel:`Variants` tab. That is the **only** way to make that option " +"appear, so keep that in mind." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:41 +msgid "" +"Under :guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " +"Configurator` or :guilabel:`Order Grid Entry`. This selection determines " +"which method is used to add the product to quotations or sales orders." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:45 +msgid "" +":guilabel:`Product Configurator`: choose attribute values to add the " +"matching product variant to the order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:47 +msgid "" +":guilabel:`Order Grid Entry`: add several variants at once from the grid of " +"attribute values." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:49 +msgid "" +"Once a selection is made, click :guilabel:`Save` on the product form to " +"apply the setting." msgstr "" -"Après avoir sauvegardé les paramètres, configurez la fiche produit. Allez à " -":menuselection:`Ventes --> Articles --> Articles` et sélectionnez n'importe " -"quel produit (ou cliquez sur :guilabel:`Créer` pour créer un nouveau " -"produit). Sur la fiche produit, cliquez sur :guilabel:`Modifier` et ensuite " -"sur l'onglet :guilabel:`Variantes`. Sous :guilabel:`Sélection des variantes " -"de vente`, choisissez soit :guilabel:`Configurateur de produits` ou " -":guilabel:`Grille l'entrée des variantes`. Cette sélection détermine quelle " -"méthode est utilisée pour ajouter le produit aux devis ou bons de commande. " -"Enfin, cliquez sur :guilabel:`Sauvegarder` pour appliquer le paramètre." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Sales variant selection." msgstr "Sélection des variantes de vente" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:32 -msgid "" -"The product must have at least two variants (one attribute with two values) " -"created in order for the :guilabel:`Sales Variant Selection` option to " -"appear. Click :guilabel:`Add a line` under :guilabel:`Attribute` to add " -"attributes and values to this product and create product variants." -msgstr "" -"Le produit doit avoir au moins deux variantes (un attribut avec deux " -"valeurs) créées pour que l'option :guilabel:`Sélection des variantes de " -"vente` apparaisse. Cliquez sur :guilabel:`Ajouter une ligne` sous " -":guilabel:`Attribut` pour ajouter des attributs et des valeurs à ce produit " -"et créer des variantes de produit." +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:56 +msgid "Product configurator" +msgstr "Configurateur de produits" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 -msgid "Use the Product Configurator" -msgstr "Utiliser le configurateur de produits" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:58 msgid "" -"The :guilabel:`Product Configurator` appears on a quotation or sales order " -"when products are added that have both variants configured and the " -":guilabel:`Product Configurator` option selected." +"The *product configurator* appears on a quotation or sales order when " +"products that have **both** variants configured are added, and the " +":guilabel:`Product Configurator` option is selected on the product form." msgstr "" -"Le :guilabel:`configurateur de produits` apparaît sur un devis ou un bon de " -"commande lorsque sont ajoutés des produits dont les deux variantes sont " -"configurées et l'option :guilabel:`Configurateur de produits` est " -"sélectionnée." -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62 msgid "" -"The :guilabel:`Product Configurator` lets salespeople choose exactly which " -"product variant to add to the quotation or sales order using a format " -"similar to online shopping. Color options display any HTML color codes set " -"up in the :guilabel:`Color` attribute. Features with an additional cost will" -" display the additional cost next to their name. Once the desired product " -"variant attributes are selected, click :guilabel:`Add` to add the product " -"variant to the quotation or sales order." +"The product configurator lets salespeople choose exactly which product " +"variant to add to the quotation or sales order, using a format similar to " +"online shopping. Color options display any HTML color codes set up in the " +":guilabel:`Color` attribute." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:66 +msgid "" +"Features with an additional cost display the additional cost next to their " +"name. Once the desired product variant attributes are selected, click " +":guilabel:`Add` to add the product variant to the quotation or sales order." msgstr "" -"Le :guilabel:`configurateur de produits` permet aux vendeurs de choisir " -"exactement la variante du produit à ajouter au devis ou aux bons de commande" -" en utilisant un format similaire à celui des achats en ligne. Les options " -"de couleur affichent tout code de couleur HTML dans l'attribut " -":guilabel:`Couleur`. Les caractéristiques ayant un coût supplémentaire " -"affichent le coût supplémentaire à côté de leur nom. Une fois que les " -"attributs de la variante de produit souhaitée sont sélectionnés, cliquez sur" -" :guilabel:`Ajouter` pour ajouter la variante de produit au devis ou au bon " -"de commande." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Product Configurator and Price Extras." msgstr "Configurateur de produit et prix supplémentaires" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:52 -msgid "" -"By default, the product variant attributes are displayed on the quotation or" -" sales order in the :guilabel:`Description` column, but the " -":guilabel:`Product Variant` column can be added through the additional " -"options menu (3 vertical dots icon)." -msgstr "" -"Par défaut, les attributs de la variante de produit sont affichés sur le " -"devis ou le bon de commande dans la colonne :guilabel:`Description`, mais la" -" colonne :guilabel:`Variante de produit` peut être ajoutée par le biais du " -"menu des options supplémentaires (icône des 3 points verticaux)." - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:57 -msgid "Use Variant Grid Entries" -msgstr "Utiliser la grille d'entrée des variantes" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:59 -msgid "" -":guilabel:`Variant Grid Entries` appear on a quotation or sales order when " -"products are added that have both variants configured and the " -":guilabel:`Order Grid Entry` option selected. Grid entry can streamline the " -"process of creating large, varied quotations by letting salespeople enter " -"exact quantities of each product variant all at once." -msgstr "" -"La :guilabel:`grille d'entrée des variantes` apparaît sur un devis ou un bon" -" de commande lorsque sont ajoutés des produits pour lesquels les deux " -"variantes sont configurées et l'option :guilabel:`Grille d'entrée de " -"commande` est sélectionnée. La grille d'entrées peut rationaliser le " -"processus de création de devis importants et variés en permettant aux " -"vendeurs d'entrer les quantités exactes de chaque variante de produit en une" -" seule fois." - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:64 -msgid "" -":guilabel:`Variant Grid Entry` displays a grid of every variant available " -"for the selected product. Choose the exact quantities of each product " -"variant for a quotation or sales order by typing in the number or using the " -"arrows. :guilabel:`Not Available` is displayed when a particular variant has" -" been deactivated in the database. Once all the product variants and their " -"quantities have been set, click :guilabel:`Confirm` to add them to the " -"quotation or sales order." -msgstr "" -"La :guilabel:`grille d'entrée des variantes` affiche une grille de toutes " -"les variantes disponibles pour le produit sélectionné. Choisissez les " -"quantités exactes de chaque variante de produit pour un devis ou un bon de " -"commande en inscrivant le chiffre ou en utilisant les flèches. " -":guilabel:`Non disponible` s'affiche lorsqu'une variante a été désactivée " -"dans la base de données. Une fois que toutes les variantes de produit et " -"leurs quantités ont été définies, cliquez sur :guilabel:`Confirmer` pour les" -" ajouter au devis ou au bon de commande." - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 -msgid "Variant Grid Entry pop-up." -msgstr "Fenêtre contextuelle d'une grille d'entrée des variantes" - #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "" -"Each product variant appears as an individual line item on the quotation or " -"sales order, because each of these items has its own stock." +"By default, the product variant attributes are displayed on the quotation or" +" sales order in the :guilabel:`Description` column, but a dedicated " +":guilabel:`Product Variant` column can be added, via the additional options " +"menu (represented by the :guilabel:`⋮ (3 vertical dots)` icon, on the far-" +"right side of the columns, in the :guilabel:`Order Lines` tab)." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 +msgid "Product variant column option in order lines tab of quotation." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:83 +msgid "" +"Just click the checkbox next to :guilabel:`Product Variant`, and that column" +" appears in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:87 +msgid "Variant grid entries" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 +msgid "" +"*Variant grid entries* appear on a quotation or sales order when products " +"that have both variants configured are added, and the :guilabel:`Order Grid " +"Entry` option is selected on the product form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:92 +msgid "" +"The grid entry feature streamlines the process of creating large, varied " +"quotations by letting salespeople enter exact quantities of each product " +"variant all at once." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95 +msgid "" +"The :guilabel:`Choose Product Variants` pop-up form that appears, displays a" +" grid of every variant available for that specific product." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:98 +msgid "" +"From the :guilabel:`Choose Product Variants` pop-up form, choose the exact " +"quantities of each product variant for a quotation or sales order by typing " +"in the number or using the arrows in each column. The :guilabel:`Not " +"Available` warning is displayed when a particular variant has been " +"deactivated in the database." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 +msgid "" +"Once all the product variants and their quantities have been set in the pop-" +"up form, click :guilabel:`Confirm` to add them to the quotation or sales " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 +msgid "Variant Grid Entry pop-up form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:110 +msgid "" +"Each product variant appears as an individual line item on the quotation or " +"sales order with the chosen quantity from the :guilabel:`Choose Product " +"Variants` pop-up form, because each of these items has its own stock." msgstr "" -"Chaque variante de produit apparaît comme un élément individuel sur le devis" -" ou le bon de commande, parce que chacun de ces éléments a son propre stock." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Line items for grid variants." diff --git a/locale/fr/LC_MESSAGES/websites.po b/locale/fr/LC_MESSAGES/websites.po index d500b9d5e..6645ad36c 100644 --- a/locale/fr/LC_MESSAGES/websites.po +++ b/locale/fr/LC_MESSAGES/websites.po @@ -22,7 +22,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2022-03-18 15:03+0000\n" "Last-Translator: Jolien De Paepe, 2023\n" "Language-Team: French (https://app.transifex.com/odoo/teams/41243/fr/)\n" @@ -2647,6 +2647,326 @@ msgstr "" "clé de production Unsplash et vous serez limité à votre clé de test qui a " "une restriction de 50 requêtes Unsplash par heure." +#: ../../content/applications/websites/website/mail_groups.rst:3 +msgid "Mail groups" +msgstr "Groupes de messagerie" + +#: ../../content/applications/websites/website/mail_groups.rst:5 +msgid "" +"The **mail groups** feature allows website visitors to have a public " +"discussion by email. They can join a group to receive emails from other " +"group members (i.e., website users who have subscribed to the group) and " +"send new ones to all group members." +msgstr "" +"La fonctionnalité des **groupes de messagerie** permet aux visiteurs du site" +" web d'avoir une discussion publique par email. Ils peuvent rejoindre un " +"groupe pour recevoir les emails des autres membres du groupe (c'est-à-dire, " +"les utilisateurs du site web qui se sont abonnés au groupe) et envoyer de " +"nouveaux emails à tous les membres du groupe." + +#: ../../content/applications/websites/website/mail_groups.rst:9 +msgid "" +"To activate the feature, :ref:`install ` the " +":guilabel:`Website Mail Group` (`website_mail_group`) module." +msgstr "" +"Pour activer la fonctionnalité, :ref:`installez ` le module" +" :guilabel:`Groupe de messagerie site web` (`website_mail_group`)." + +#: ../../content/applications/websites/website/mail_groups.rst:13 +msgid "" +"The **mail groups** feature is not to be confused with the " +":doc:`../../marketing/email_marketing/mailing_lists` in the Email Marketing " +"app." +msgstr "" +"Il ne faut pas confondre la fonctionnalité des **groupes de messagerie** " +"avec les :doc:`../../marketing/email_marketing/mailing_lists` de " +"l'application Email Marketing." + +#: ../../content/applications/websites/website/mail_groups.rst:19 +msgid "Configuring mail groups" +msgstr "Configurer les groupes de messagerie" + +#: ../../content/applications/websites/website/mail_groups.rst:21 +msgid "To configure mail groups, proceed as follows:" +msgstr "Pour configurer les groupes de messagerie, procédez comme suit :" + +#: ../../content/applications/websites/website/mail_groups.rst:23 +msgid "" +"Configure a custom email alias domain by accessing the **General settings**," +" scrolling down to the :guilabel:`Discuss` section, enabling the " +":guilabel:`Custom Email Server` feature, and entering the :guilabel:`Alias " +"domain` (e.g., `@mycompany.com`)." +msgstr "" +"Configurez un alias de messagerie personnalisé en accédant aux **Paramètres " +"généraux**, en faisant défiler vers le bas jusqu'à la section " +":guilabel:`Discussion`, en activant la fonctionnalité :guilabel:`Serveur de " +"messagerie personnalisé` et en saisissant le :guilabel:`Domaine d'alias` " +"(par ex. `@mycompany.com`)." + +#: ../../content/applications/websites/website/mail_groups.rst:26 +msgid "" +"Go to :menuselection:`Website --> Groups --> Mailing List Groups`, then " +"click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:27 +msgid "" +"Specify a :guilabel:`Group Name`, the :guilabel:`Email Alias`, and a " +":guilabel:`Description`." +msgstr "" +"Précisez le :guilabel:`Nom du groupe`, l':guilabel:`Alias de messagerie`, et" +" une :guilabel:`Description`." + +#: ../../content/applications/websites/website/mail_groups.rst:28 +msgid "" +"Enable :guilabel:`Moderate this group` and specify the " +":guilabel:`Moderators` if you wish to :ref:`moderate messages " +"` from this group. Alternatively, if the " +"group is not moderated, you can define :guilabel:`Responsible users` who can" +" manage the messages in the group." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:32 +msgid "" +"In the :guilabel:`Privacy` tab, define who can subscribe to the mail group:" +msgstr "" +"Dans l'onglet :guilabel:`Confidentialité`, définissez qui peut s'abonner au " +"groupe de messagerie :" + +#: ../../content/applications/websites/website/mail_groups.rst:34 +msgid "" +":guilabel:`Everyone`: to make the mail group public so anyone can subscribe " +"to it;" +msgstr "" +":guilabel:`Tout le monde` : pour rendre le groupe de messagerie public pour " +"que tout le monde puisse s'abonner ;" + +#: ../../content/applications/websites/website/mail_groups.rst:35 +msgid "" +":guilabel:`Members only`: to only allow users defined as members to " +"subscribe to the mail group;" +msgstr "" +":guilabel:`Membres uniquement` : pour uniquement autoriser les utilisateurs " +"définis comme membres à s'abonner au groupe de messagerie ;" + +#: ../../content/applications/websites/website/mail_groups.rst:36 +msgid "" +":guilabel:`Selected group of users`: to only allow users from the " +":guilabel:`Authorized group` to subscribe to the mail group." +msgstr "" +":guilabel:`Groupe d'utilisateurs sélectionné` : pour uniquement autoriser " +"les utilisateurs du :guilabel:`Groupe autorisé` à s'abonner au groupe de " +"messagerie." + +#: ../../content/applications/websites/website/mail_groups.rst:39 +msgid "" +"If the mail group is moderated, you can automatically notify authors when " +"their message is pending moderation by enabling :guilabel:`Automatic " +"notification` in the :guilabel:`Notify Members` tab and writing the " +":guilabel:`Notification message`." +msgstr "" +"Si le groupe de messagerie est modéré, vous pouvez automatiquement notifier " +"les auteurs lorsque leur message est en attente de modération en activant " +"l'option :guilabel:`Notification automatique` dans l'onglet " +":guilabel:`Notifier les membres` et écrire un :guilabel:`Message de " +"notification`." + +#: ../../content/applications/websites/website/mail_groups.rst:42 +msgid "" +"If you wish to send out guidelines to new subscribers, enable " +":guilabel:`Send guidelines to new subscribers` and write them in the " +":guilabel:`Guidelines` tab. This is particularly useful when the mail group " +"is moderated." +msgstr "" +"Si vous voulez envoyer des lignes de conduite aux nouveaux abonnés, activez " +"l'option :guilabel:`Envoyer les lignes de conduite aux nouveaux abonnés` et " +"rédigez-les dans l'onglet :guilabel:`Lignes de conduite`. Elles sont " +"particulièrement utiles lorsque le groupe de messagerie est modéré." + +#: ../../content/applications/websites/website/mail_groups.rst:47 +msgid "Using mail groups" +msgstr "Utiliser les groupes de messagerie" + +#: ../../content/applications/websites/website/mail_groups.rst:50 +msgid "Subscribing/unsubscribing" +msgstr "S'abonner/se désabonner" + +#: ../../content/applications/websites/website/mail_groups.rst:52 +msgid "" +"Based on the :ref:`configuration of the mail group " +"`, users can subscribe to and " +"unsubscribe from mail groups from the website page (`/groups` by default)." +msgstr "" +"En fonction de la :ref:`configuration du groupe de messagerie " +"`, les utilisateurs peuvent " +"s'abonner et se désabonner des groupes de messagerie à partir de la page du " +"site web (`/groups` par défaut)." + +#: ../../content/applications/websites/website/mail_groups.rst-1 +msgid "Mail group web page." +msgstr "Page web du groupe de messagerie." + +#: ../../content/applications/websites/website/mail_groups.rst:58 +msgid "" +"Internal users can also do this from :menuselection:`Website --> Groups --> " +"Mailing List Groups`, using the :guilabel:`Join` and :guilabel:`Leave` " +"buttons." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:62 +msgid "Sending messages" +msgstr "Envoyer des messages" + +#: ../../content/applications/websites/website/mail_groups.rst:64 +msgid "" +"To send messages to a mail group, website users can email the :ref:`mail " +"group's email address `. Internal " +"users can also create messages directly from Odoo. To do so, go to " +":menuselection:`Website --> Groups --> Mailing List Groups`, select the mail" +" group, click the :guilabel:`Emails` smart button, and click " +":guilabel:`Create`. Then, fill in the fields and click :guilabel:`Send`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:71 +msgid "" +"The list of messages can also be accessed by selecting the group from the " +"`/groups` website page." +msgstr "" +"La liste des messages est également accessible en sélectionnant le groupe " +"sur la page `/groups` du site web." + +#: ../../content/applications/websites/website/mail_groups.rst:73 +msgid "" +"Group members can also unsubscribe from the group, access the mail group " +"page, and send emails to the group using the URLs in the footer of any group" +" email they have received." +msgstr "" +"Les membres du groupe peuvent également se désinscrire du groupe, accéder à " +"la page du groupe de messagerie et envoyer des emails au groupe en utilisant" +" les URL figurant dans le pied de page des emails du groupe qu'ils ont " +"reçus." + +#: ../../content/applications/websites/website/mail_groups.rst:0 +msgid "URLs in the footer of a group email." +msgstr "URL dans le pied de page d'un email de groupe." + +#: ../../content/applications/websites/website/mail_groups.rst:82 +msgid "Moderating mail group messages" +msgstr "Modérer des messages d'un groupe de messagerie" + +#: ../../content/applications/websites/website/mail_groups.rst:84 +msgid "" +"If the :guilabel:`Moderate this group` feature has been enabled for the " +":ref:`mail group `, one of the " +":guilabel:`Moderators` must approve the group's messages before they are " +"dispatched to the other members." +msgstr "" +"Si la fonctionnalité :guilabel:`Modérer ce groupe` a été activée pour le " +":ref:`groupe de messagerie `, un des" +" :guilabel:`Modérateurs` doit approuver les messages du groupe avant qu'ils " +"ne soient envoyés aux autres membres." + +#: ../../content/applications/websites/website/mail_groups.rst:88 +msgid "" +"To moderate messages, go to :menuselection:`Website --> Groups --> Mailing " +"List Groups`, select the mail group, and click the :guilabel:`To review` " +"smart button. You can moderate messages using the buttons at the end of the " +"message line or select a message to view its content and moderate it " +"accordingly." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:0 +msgid "Moderation buttons in the message line." +msgstr "Boutons de modération dans la ligne de message." + +#: ../../content/applications/websites/website/mail_groups.rst:96 +msgid "The following actions are available:" +msgstr "Les actions suivantes sont disponibles :" + +#: ../../content/applications/websites/website/mail_groups.rst:98 +msgid "" +":guilabel:`Accept`: to accept the email and send it to the mail group " +"members." +msgstr "" +":guilabel:`Accepter` : accepter l'email et l'envoyer aux membres du groupe " +"de messagerie." + +#: ../../content/applications/websites/website/mail_groups.rst:99 +msgid "" +":guilabel:`Reject`: to reject the email. In the pop-up window that opens, " +"click :guilabel:`Reject Silently` to reject the email without notifying the " +"author, or specify an explanation for rejecting the message, then click " +":guilabel:`Send & Reject` to reject the message and send the explanation to " +"the author." +msgstr "" +":guilabel:`Rejeter` : rejeter l'email. Dans la fenêtre contextuelle qui " +"s'ouvre, cliquez sur :guilabel:`Rejeter sans notification` pour rejeter " +"l'email sans notifier l'auteur ou expliquer le rejet du message, puis " +"cliquez sur :guilabel:`Envoyer & Rejeter` pour rejeter le message et donner " +"une explication à l'auteur." + +#: ../../content/applications/websites/website/mail_groups.rst:103 +msgid "" +":guilabel:`Whitelist`: to whitelist the author, i.e. automatically accept " +"all of their emails. As a result, a :ref:`moderation rule " +"` is created for the author's email address " +"with the status :guilabel:`Always allow`." +msgstr "" +":guilabel:`Liste blanche` : mettre l'auteur sur liste blanche, c'est-à-dire " +"automatiquement accepter tous ses emails. Par conséquence, une :ref:`règle " +"de modération ` est créée pour l'adresse " +"email de l'auteur avec le statut :guilabel:`Toujours autoriser`." + +#: ../../content/applications/websites/website/mail_groups.rst:106 +msgid "" +":guilabel:`Ban`: to blacklist the author, i.e. automatically discard all " +"their emails. In the pop-up window that opens, click :guilabel:`Ban` to ban " +"the author without notifying them, or specify an explanation, then click " +":guilabel:`Send & Ban` to ban the author and send them the explanation. As a" +" result, a :ref:`moderation rule ` is " +"created for the author's email address with the status :guilabel:`Permanent " +"ban`." +msgstr "" +":guilabel:`Bannir` : mettre l'auteur sur liste noir, c'est-à-dire ignorer " +"automatiquement tous ses emails. Dans la fenêtre contextuelle, cliquez sur " +":guilabel:`Bannir` pour bannir l'auteur sans le notifier ou donner une " +"explication, puis cliquez sur :guilabel:`Envoyer & Bannir` pour bannir " +"l'auteur et lui donner une explication. Par conséquent, une :ref:`règle de " +"modération ` est créée pour l'adresse email " +"de l'auteur avec le statut :guilabel:`Exclusion permanente`." + +#: ../../content/applications/websites/website/mail_groups.rst:113 +msgid "" +"Messages can also be moderated from the group's list of messages. Go to " +":menuselection:`Website --> Groups --> Mailing List Groups`, select the mail" +" group and click the :guilabel:`Emails` smart button." +msgstr "" +"Les messages peuvent également être modérés à partir de liste de messages du" +" groupe. Allez au :menuselection:`Site Web --> Groupes --> Groupes de listes" +" de diffusion`, sélectionnez le groupe de messagerie et cliquez sur le " +"bouton intelligent :guilabel:`Emails`." + +#: ../../content/applications/websites/website/mail_groups.rst:120 +msgid "Whitelisting/Blacklisting authors" +msgstr "Mettre les auteurs sur liste blanche/liste noire" + +#: ../../content/applications/websites/website/mail_groups.rst:122 +msgid "" +"You can whitelist or blacklist an author either directly :ref:`from a mail " +"group message `, or by creating a moderation" +" rule. To do so, go to :menuselection:`Website --> Groups --> List " +"Moderation Rulings` and click :guilabel:`Create`. Then, select the " +":guilabel:`Group`, specify the author's :guilabel:`Email` and set the " +":guilabel:`Status` field." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:129 +msgid "" +"You can also access the mail group's moderation rules by going to " +":menuselection:`Website --> Groups --> Mailing List Groups`, selecting the " +"group, then clicking the :guilabel:`Moderations` smart button." +msgstr "" + #: ../../content/applications/websites/website/pages.rst:5 msgid "Pages" msgstr "Pages" diff --git a/locale/nl/LC_MESSAGES/administration.po b/locale/nl/LC_MESSAGES/administration.po index 289c6aad7..2afa4d805 100644 --- a/locale/nl/LC_MESSAGES/administration.po +++ b/locale/nl/LC_MESSAGES/administration.po @@ -8,18 +8,18 @@ # Erwin van der Ploeg , 2022 # Yenthe Van Ginneken , 2022 # Martin Trigaux, 2023 -# Wil Odoo, 2023 # Jolien De Paepe, 2023 # Gunther Clauwaert , 2023 +# Wil Odoo, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2022-03-18 14:59+0000\n" -"Last-Translator: Gunther Clauwaert , 2023\n" +"Last-Translator: Wil Odoo, 2023\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -883,7 +883,6 @@ msgid "" msgstr "" #: ../../content/administration/install/deploy.rst:398 -#: ../../content/administration/upgrade.rst:122 msgid "Todo" msgstr "Te doen" @@ -1357,8 +1356,9 @@ msgstr "" #: ../../content/administration/install/online.rst:14 #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 -#: ../../content/administration/maintain/supported_versions.rst:31 -#: ../../content/administration/upgrade/odoo_online.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:29 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "" @@ -2896,9 +2896,10 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:171 #: ../../content/administration/maintain/domain_names.rst:250 -#: ../../content/administration/maintain/supported_versions.rst:32 +#: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:3 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "" @@ -4392,7 +4393,7 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:293 #: ../../content/administration/odoo_sh/getting_started/settings.rst:77 #: ../../content/administration/odoo_sh/getting_started/settings.rst:113 -#: ../../content/administration/upgrade.rst:10 +#: ../../content/administration/upgrade.rst:3 msgid "Upgrade" msgstr "Bijwerken" @@ -4402,8 +4403,8 @@ msgstr "" #: ../../content/administration/maintain/odoo_online.rst:33 msgid "" -"For more information about the upgrade process, check out the :doc:`Odoo " -"Online upgrade documentation <../upgrade/odoo_online>`." +"For more information about the upgrade process, check out the :ref:`Odoo " +"Online upgrade documentation `." msgstr "" #: ../../content/administration/maintain/odoo_online.rst:39 @@ -4845,12 +4846,11 @@ msgstr "" "vervolgens, net als elk ander record, eenvoudig vervangen door erop te " "klikken en de knop Bewerken te gebruiken." -#: ../../content/administration/maintain/supported_versions.rst:6 -#: ../../content/administration/upgrade.rst:208 +#: ../../content/administration/maintain/supported_versions.rst:7 msgid "Supported versions" msgstr "Ondersteunde versies" -#: ../../content/administration/maintain/supported_versions.rst:8 +#: ../../content/administration/maintain/supported_versions.rst:9 msgid "" "Odoo provides support and bug fixing **for the 3 last major versions** of " "Odoo." @@ -4858,7 +4858,7 @@ msgstr "" "Odoo biedt ondersteuning en bugfixing **voor de 3 laatste hoofdversies** van" " Odoo." -#: ../../content/administration/maintain/supported_versions.rst:11 +#: ../../content/administration/maintain/supported_versions.rst:12 msgid "" "Odoo releases intermediary versions called **Online versions** on the " ":doc:`Odoo Online ` hosting every two months. Odoo Online users" @@ -4869,7 +4869,7 @@ msgstr "" " Odoo Online-gebruikers kunnen dan profiteren van de nieuwste functies van " "Odoo." -#: ../../content/administration/maintain/supported_versions.rst:15 +#: ../../content/administration/maintain/supported_versions.rst:16 msgid "" "Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` " "them regularly." @@ -4877,55 +4877,50 @@ msgstr "" "Beheerders van Odoo Online-databases worden uitgenodigd om deze regelmatig " "te :doc:`upgraden <../upgrade>`." -#: ../../content/administration/maintain/supported_versions.rst:16 +#: ../../content/administration/maintain/supported_versions.rst:17 msgid "" "Online versions are *not* released for Odoo.sh and On-Premise installations." msgstr "" "Online versies zijn *niet* vrijgegeven voor Odoo.sh en lokale installaties." -#: ../../content/administration/maintain/supported_versions.rst:17 +#: ../../content/administration/maintain/supported_versions.rst:18 msgid "Online versions are listed below as *SaaS*." msgstr "Online versies worden hieronder vermeld als *SaaS*." #: ../../content/administration/maintain/supported_versions.rst:20 -msgid "What's the support status of my Odoo?" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:22 msgid "This matrix shows the support status of every version." msgstr "Deze matrix toont de ondersteuningsstatus van elke versie." -#: ../../content/administration/maintain/supported_versions.rst:24 +#: ../../content/administration/maintain/supported_versions.rst:22 msgid "**Major releases are in bold type.**" msgstr "**Grote releases zijn vetgedrukt.**" -#: ../../content/administration/maintain/supported_versions.rst:33 -#: ../../content/administration/upgrade/on_premise.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:31 msgid "On-Premise" msgstr "Op-Locatie" -#: ../../content/administration/maintain/supported_versions.rst:34 +#: ../../content/administration/maintain/supported_versions.rst:32 msgid "Release date" msgstr "Publicatiedatum" -#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:33 msgid "End of support" msgstr "Einde van de ondersteuning" -#: ../../content/administration/maintain/supported_versions.rst:36 -msgid "Odoo saas~16.4" -msgstr "Odoo saas~16.4" +#: ../../content/administration/maintain/supported_versions.rst:34 +msgid "**Odoo 17.0**" +msgstr "" +#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:36 #: ../../content/administration/maintain/supported_versions.rst:37 -#: ../../content/administration/maintain/supported_versions.rst:61 -#: ../../content/administration/maintain/supported_versions.rst:62 -#: ../../content/administration/maintain/supported_versions.rst:63 -#: ../../content/administration/maintain/supported_versions.rst:79 -#: ../../content/administration/maintain/supported_versions.rst:80 -#: ../../content/administration/maintain/supported_versions.rst:81 +#: ../../content/administration/maintain/supported_versions.rst:41 +#: ../../content/administration/maintain/supported_versions.rst:65 +#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:67 +#: ../../content/administration/maintain/supported_versions.rst:83 +#: ../../content/administration/maintain/supported_versions.rst:84 #: ../../content/administration/maintain/supported_versions.rst:85 -#: ../../content/administration/maintain/supported_versions.rst:86 -#: ../../content/administration/maintain/supported_versions.rst:87 #: ../../content/administration/odoo_sh/getting_started/settings.rst:58 #: ../../content/administration/odoo_sh/getting_started/settings.rst:59 #: ../../content/administration/odoo_sh/getting_started/settings.rst:62 @@ -4957,165 +4952,172 @@ msgid "|green|" msgstr "|groen|" #: ../../content/administration/maintain/supported_versions.rst:38 +#: ../../content/administration/maintain/supported_versions.rst:93 +msgid "November 2023" +msgstr "November 2023" + #: ../../content/administration/maintain/supported_versions.rst:39 -#: ../../content/administration/maintain/supported_versions.rst:44 -#: ../../content/administration/maintain/supported_versions.rst:45 -#: ../../content/administration/maintain/supported_versions.rst:50 -#: ../../content/administration/maintain/supported_versions.rst:51 -#: ../../content/administration/maintain/supported_versions.rst:56 -#: ../../content/administration/maintain/supported_versions.rst:57 -#: ../../content/administration/maintain/supported_versions.rst:68 -#: ../../content/administration/maintain/supported_versions.rst:69 -#: ../../content/administration/maintain/supported_versions.rst:74 -#: ../../content/administration/maintain/supported_versions.rst:75 +msgid "November 2026 (planned)" +msgstr "November 2026 (gepland)" + +#: ../../content/administration/maintain/supported_versions.rst:40 +msgid "Odoo saas~16.4" +msgstr "Odoo saas~16.4" + +#: ../../content/administration/maintain/supported_versions.rst:42 +#: ../../content/administration/maintain/supported_versions.rst:43 +#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:49 +#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:55 +#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:61 +#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:73 +#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:79 msgid "N/A" msgstr "N/B" -#: ../../content/administration/maintain/supported_versions.rst:40 +#: ../../content/administration/maintain/supported_versions.rst:44 msgid "August 2023" msgstr "Augustus 2023" -#: ../../content/administration/maintain/supported_versions.rst:42 +#: ../../content/administration/maintain/supported_versions.rst:46 msgid "Odoo saas~16.3" msgstr "Odoo saas~16.3" -#: ../../content/administration/maintain/supported_versions.rst:43 -#: ../../content/administration/maintain/supported_versions.rst:49 -#: ../../content/administration/maintain/supported_versions.rst:55 -#: ../../content/administration/maintain/supported_versions.rst:67 -#: ../../content/administration/maintain/supported_versions.rst:73 +#: ../../content/administration/maintain/supported_versions.rst:47 +#: ../../content/administration/maintain/supported_versions.rst:53 +#: ../../content/administration/maintain/supported_versions.rst:59 +#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:89 +#: ../../content/administration/maintain/supported_versions.rst:90 #: ../../content/administration/maintain/supported_versions.rst:91 -#: ../../content/administration/maintain/supported_versions.rst:92 -#: ../../content/administration/maintain/supported_versions.rst:93 +#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:96 +#: ../../content/administration/maintain/supported_versions.rst:97 +#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:102 +#: ../../content/administration/maintain/supported_versions.rst:103 msgid "|red|" msgstr "|rood|" -#: ../../content/administration/maintain/supported_versions.rst:46 +#: ../../content/administration/maintain/supported_versions.rst:50 msgid "June 2023" msgstr "Juni 2023" -#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:52 msgid "Odoo saas~16.2" msgstr "Odoo saas~16.2" -#: ../../content/administration/maintain/supported_versions.rst:52 +#: ../../content/administration/maintain/supported_versions.rst:56 msgid "March 2023" msgstr "Maart 2023" -#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:58 msgid "Odoo saas~16.1" msgstr "Odoo saas~16.1" -#: ../../content/administration/maintain/supported_versions.rst:58 +#: ../../content/administration/maintain/supported_versions.rst:62 msgid "February 2023" msgstr "Februari 2023" -#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:64 msgid "**Odoo 16.0**" msgstr "**Odoo 16.0**" -#: ../../content/administration/maintain/supported_versions.rst:64 -#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:68 +#: ../../content/administration/maintain/supported_versions.rst:99 msgid "October 2022" msgstr "Oktober 2022" -#: ../../content/administration/maintain/supported_versions.rst:65 -msgid "October 2025 (planned)" -msgstr "" +#: ../../content/administration/maintain/supported_versions.rst:69 +msgid "November 2025 (planned)" +msgstr "November 2025 (gepland)" -#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:70 msgid "Odoo saas~15.2" msgstr "Odoo saas~15.2" -#: ../../content/administration/maintain/supported_versions.rst:70 +#: ../../content/administration/maintain/supported_versions.rst:74 msgid "March 2022" msgstr "Maart 2022" -#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:75 msgid "January 2023" msgstr "Januari 2023" -#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:76 msgid "Odoo saas~15.1" msgstr "Odoo saas~15.1" -#: ../../content/administration/maintain/supported_versions.rst:76 +#: ../../content/administration/maintain/supported_versions.rst:80 msgid "February 2022" msgstr "Februari 2022" -#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:81 msgid "July 2022" msgstr "Juli 2022" -#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:82 msgid "**Odoo 15.0**" msgstr "**Odoo 15.0**" -#: ../../content/administration/maintain/supported_versions.rst:82 +#: ../../content/administration/maintain/supported_versions.rst:86 msgid "October 2021" msgstr "Oktober 2021" -#: ../../content/administration/maintain/supported_versions.rst:83 -msgid "October 2024 (planned)" -msgstr "" +#: ../../content/administration/maintain/supported_versions.rst:87 +msgid "November 2024 (planned)" +msgstr "November 2024 (gepland)" -#: ../../content/administration/maintain/supported_versions.rst:84 +#: ../../content/administration/maintain/supported_versions.rst:88 msgid "**Odoo 14.0**" msgstr "**Odoo 14.0**" -#: ../../content/administration/maintain/supported_versions.rst:88 +#: ../../content/administration/maintain/supported_versions.rst:92 msgid "October 2020" msgstr "Oktober 2020" -#: ../../content/administration/maintain/supported_versions.rst:89 -msgid "November 2023 (planned)" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:90 +#: ../../content/administration/maintain/supported_versions.rst:94 msgid "**Odoo 13.0**" msgstr "**Odoo 13.0**" -#: ../../content/administration/maintain/supported_versions.rst:94 +#: ../../content/administration/maintain/supported_versions.rst:98 msgid "October 2019" msgstr "Oktober 2019" -#: ../../content/administration/maintain/supported_versions.rst:99 +#: ../../content/administration/maintain/supported_versions.rst:100 +msgid "Older versions" +msgstr "Oudere versies" + +#: ../../content/administration/maintain/supported_versions.rst:104 +msgid "Before 2019" +msgstr "Voor 2019" + +#: ../../content/administration/maintain/supported_versions.rst:105 +msgid "Before 2022" +msgstr "Voor 2022" + +#: ../../content/administration/maintain/supported_versions.rst:107 +msgid "Legend" +msgstr "Legenda" + +#: ../../content/administration/maintain/supported_versions.rst:109 msgid "|green| Supported version" msgstr "|groen| Ondersteunde versies" -#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:111 msgid "|red| End-of-support" msgstr "|rood| Einde van de ondersteuning" -#: ../../content/administration/maintain/supported_versions.rst:103 +#: ../../content/administration/maintain/supported_versions.rst:113 msgid "N/A Never released for this platform" msgstr "N.v.t. Nooit uitgebracht voor dit platform" -#: ../../content/administration/maintain/supported_versions.rst:105 -msgid "🏁 Future version, not released yet" -msgstr "" - #: ../../content/administration/maintain/supported_versions.rst:116 -msgid "I run an older version of Odoo/OpenERP/TinyERP" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:118 -msgid "" -"Odoo 12.0, 11.0, 10.0, 9.0, and 8.0 are not supported anymore, on any " -"platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:120 -msgid "" -"OpenERP 7.0, 6.1, 6.0 and 5.0 are not supported anymore, on any platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:122 -msgid "" -"TinyERP 4.0, 3.0, 2.0 and 1.0 are not supported anymore, on any platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:124 msgid "" "Even though we don't support older versions, you can always `upgrade from " "any version `_." @@ -5391,7 +5393,6 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/settings.rst:6 #: ../../content/administration/odoo_sh/getting_started/status.rst:6 #: ../../content/administration/odoo_sh/overview.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:8 msgid "Overview" msgstr "Overzicht" @@ -6391,7 +6392,7 @@ msgid "Available for production and staging branches for valid projects." msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:298 -msgid ":doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`" +msgid ":doc:`Upgrade documentation <../../upgrade>`" msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:303 @@ -8487,1351 +8488,746 @@ msgid "" "time." msgstr "" +#: ../../content/administration/upgrade.rst:5 +msgid "" +"An upgrade is the process of moving your database from an older version to a" +" newer :doc:`supported version ` (e.g., Odoo " +"14.0 to Odoo 16.0). Frequently upgrading is essential as each version comes " +"with new and improved features, bug fixes, and security patches." +msgstr "" + +#: ../../content/administration/upgrade.rst:13 +msgid "" +"The Rolling Release process allows Odoo Online customers to upgrade their " +"database directly from a message prompt sent to the database administrator " +"as soon as a new version is released. The invitation to upgrade is only sent" +" if no issues are detected during the automatic tests." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "The upgrade message prompt on the top right of the database" +msgstr "" + #: ../../content/administration/upgrade.rst:20 msgid "" -"An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo " -"15.0)." -msgstr "" - -#: ../../content/administration/upgrade.rst:22 -msgid "An upgrade does not cover:" -msgstr "" - -#: ../../content/administration/upgrade.rst:24 -msgid "" -"Changing :ref:`editions ` (i.e., Community to " -"Enterprise edition)" +"It is strongly recommended to manually :ref:`test the upgrade first " +"`. Clicking :guilabel:`I want to test first` redirects" +" to `the database manager `_, where it " +"is possible to request an upgraded test database and check it for any " +"discrepancies." msgstr "" #: ../../content/administration/upgrade.rst:25 msgid "" -"Switching :ref:`hosting type ` (i.e., On-" -"Premise to Odoo Online or Odoo.sh)" +"It is **not** recommended to click :guilabel:`Upgrade Now` without testing " +"first, as it immediately triggers the live production database upgrade." msgstr "" -#: ../../content/administration/upgrade.rst:27 -msgid "Migration from another ERP to Odoo" +#: ../../content/administration/upgrade.rst:28 +msgid "" +"If the Rolling Release process detects an issue with the upgrade, it will be" +" deactivated until the issue is resolved." msgstr "" -#: ../../content/administration/upgrade.rst:29 -#: ../../content/administration/upgrade.rst:148 -#: ../../content/administration/upgrade.rst:259 -#: ../../content/administration/upgrade/faq.rst:81 -#: ../../content/administration/upgrade/faq.rst:92 -#: ../../content/administration/upgrade/faq.rst:119 -msgid "|assistance-contact|" +#: ../../content/administration/upgrade.rst:31 +msgid "An upgrade does not cover:" msgstr "" -#: ../../content/administration/upgrade.rst:32 -msgid ":ref:`upgrade/sla`" +#: ../../content/administration/upgrade.rst:33 +msgid "Downgrading to a previous version of Odoo" +msgstr "" + +#: ../../content/administration/upgrade.rst:34 +msgid "" +":doc:`Switching editions ` (e.g., from Community to " +"Enterprise)" +msgstr "" + +#: ../../content/administration/upgrade.rst:35 +msgid "" +":doc:`Changing hosting type ` " +"(e.g., from on-premise to Odoo Online)" msgstr "" #: ../../content/administration/upgrade.rst:37 -msgid "Process workflow" +msgid "Migrating from another ERP to Odoo" msgstr "" -#: ../../content/administration/upgrade.rst:39 -msgid "The upgrade process in a nutshell:" -msgstr "" - -#: ../../content/administration/upgrade.rst:41 -msgid "You create a test upgrade request." -msgstr "" - -#: ../../content/administration/upgrade.rst:42 +#: ../../content/administration/upgrade.rst:40 msgid "" -"Odoo processes the request automatically by running the database through an " -"upgrade script, which takes between 20 and 120 minutes." +"If your database contains a **custom module**, you must first upgrade its " +"source code to be compatible with the new version of Odoo **before " +"upgrading**." msgstr "" -#: ../../content/administration/upgrade.rst:44 -msgid "Odoo delivers a test database." -msgstr "" - -#: ../../content/administration/upgrade.rst:45 -msgid "" -"You test your database for possible discrepancies (see :ref:`upgrade/test-" -"guidance`)." -msgstr "" - -#: ../../content/administration/upgrade.rst:46 -msgid "" -"If there are any discrepancies, you report them to the Upgrade support team " -"via the help portal (see :ref:`upgrade/test-assistance`)." -msgstr "" - -#: ../../content/administration/upgrade.rst:48 -msgid "We fix the issues and send you a new test database." +#: ../../content/administration/upgrade.rst:47 +msgid "Upgrading in a nutshell" msgstr "" #: ../../content/administration/upgrade.rst:49 msgid "" -"Once you have completed the testing and are happy with the result, you " -"decide on a date and time when you stop users from accessing Odoo, freeze " -"all data entries, and create an upgrade request for the production upgrade." +"Request an upgraded test database (see :ref:`obtaining an upgraded test " +"database `)." msgstr "" #: ../../content/administration/upgrade.rst:52 -msgid "Odoo delivers the production database through the automated process." -msgstr "" - -#: ../../content/administration/upgrade.rst:53 msgid "" -"You restore it in your Production environment a few short hours later and " -"continue working on the newly upgraded database (this is done automatically " -"on Odoo Online)." +"Thoroughly test the upgraded database (see :ref:`testing the new version of " +"the database `)." msgstr "" -#: ../../content/administration/upgrade.rst:57 -msgid ":doc:`Upgrade process for Odoo Online `" +#: ../../content/administration/upgrade.rst:55 +msgid "" +"Report any issue encountered during the testing to Odoo via the `support " +"page `__." msgstr "" #: ../../content/administration/upgrade.rst:58 -msgid ":doc:`Upgrade process for Odoo.sh `" +msgid "" +"(If applicable) : upgrade the source code of your custom module to be " +"compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:59 -msgid ":doc:`Upgrade process for On-Premise `" +#: ../../content/administration/upgrade.rst:61 +msgid "" +"Once all issues are resolved and you are confident that the upgraded " +"database can be used as your main database without any issues, plan the " +"upgrade of your production database." msgstr "" #: ../../content/administration/upgrade.rst:64 -msgid "Testing" -msgstr "Testen" - -#: ../../content/administration/upgrade.rst:66 msgid "" -"This phase allows you to review an upgraded version of your database without" -" affecting your production database in any way. We suggest that you run the " -"test upgrade process at least once, but you can do it as many times as you " -"need (one at a time)." +"Request the upgrade for the production database, rendering it unavailable " +"for the time it takes to complete the process (see :ref:`upgrading the " +"production database `)." msgstr "" -#: ../../content/administration/upgrade.rst:70 +#: ../../content/administration/upgrade.rst:67 msgid "" -"Once you receive your upgraded test database, check that all data, " -"processes, and functionality are still correct and working as expected." +"Report any issue encountered during the upgrade to Odoo via the `support " +"page `__." msgstr "" -#: ../../content/administration/upgrade.rst:73 -msgid "" -"If you do find discrepancies, :ref:`report your issues ` and :ref:`request a new test database ` when the reported issues are fixed in the upgrade script." +#: ../../content/administration/upgrade.rst:76 +msgid "Obtaining an upgraded test database" msgstr "" -#: ../../content/administration/upgrade.rst:77 +#: ../../content/administration/upgrade.rst:78 msgid "" -"If you do not find any discrepancies, you can move on to the upgrade of your" -" production database." +"The `Upgrade page `_ is the main platform for " +"requesting an upgraded database. However, depending on the hosting type, you" +" can upgrade from the command line (on-premise), the `Odoo Online database " +"manager `_, or your `Odoo.sh project " +"`_." msgstr "" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:84 msgid "" -"A test database is only intended for testing and remains completely " -"unrelated to your present or future production database. Any data you add, " -"or changes you make, will not be reflected in your upgraded production " -"database." -msgstr "" - -#: ../../content/administration/upgrade.rst:85 -msgid "" -"Test databases are neutered and features are disabled to prevent them from " -"having an impact on the production database:" -msgstr "" - -#: ../../content/administration/upgrade.rst:88 -msgid "" -"The serial number of the database is modified (to prevent it from sending " -"information as if it was the production database)." -msgstr "" - -#: ../../content/administration/upgrade.rst:90 -msgid "" -"The :ref:`base URL of the database ` is reset to " -"``http://localhost:8069`` and the email domain to ``localhost``." +"The Upgrade platform follows the same `Privacy Policy " +"`_ as the other Odoo.com services. Visit the " +"`General Data Protection Regulation page `_ to " +"learn more about how Odoo handles your data and privacy." msgstr "" #: ../../content/administration/upgrade.rst:92 msgid "" -"Scheduled actions are disabled (the calendar synchronization, the bank " -"statement synchronization, the planned automated actions, the fetching of " -"incoming mail servers, etc.)." +"Odoo Online databases can be manually upgraded via the `database manager " +"`_." msgstr "" -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:95 msgid "" -"Outgoing mail servers are disabled by archiving the existing ones and adding" -" a fake/non-working one." -msgstr "" - -#: ../../content/administration/upgrade.rst:96 -msgid "Payment providers and delivery carriers are reset to test environment." -msgstr "" - -#: ../../content/administration/upgrade.rst:97 -msgid "" -"Accounting localization Electronic Data Interchange (EDI) services are " -"disabled." -msgstr "" - -#: ../../content/administration/upgrade.rst:98 -msgid "A system parameter is set to tell the database has been neutered." -msgstr "" - -#: ../../content/administration/upgrade.rst:103 -msgid "Request a test database" -msgstr "" - -#: ../../content/administration/upgrade.rst:105 -msgid "" -"Follow the instructions available per hosting type on the `website form " -"`_ and select *Testing* purpose." -msgstr "" - -#: ../../content/administration/upgrade.rst-1 -msgid "Selection of the \"Testing\" purpose in the upgrade form on Odoo" -msgstr "" - -#: ../../content/administration/upgrade.rst:115 -msgid "Test guidance" -msgstr "" - -#: ../../content/administration/upgrade.rst:117 -msgid "" -"Every business and organization has its own operational needs and has to " -"test its specific Odoo database individually. We recommend you look at `the " -"test scenario " -"`_" -" for further information." -msgstr "" - -#: ../../content/administration/upgrade.rst:122 -msgid "change link \"test scenario\" once the related doc is published" -msgstr "" - -#: ../../content/administration/upgrade.rst:127 -#: ../../content/administration/upgrade.rst:172 -msgid "Assistance" -msgstr "Pechhulp" - -#: ../../content/administration/upgrade.rst:129 -msgid "" -"If you encounter an issue in the **test database**, please get in touch with" -" Odoo Upgrade Support via the `Odoo Support page " -"`_." -msgstr "" - -#: ../../content/administration/upgrade.rst:132 -msgid "" -"Under the *Ticket Description* section, select *An issue related to my " -"upgrade* ticket type." +"The database manager displays all databases associated with the user's " +"account. Databases not on the most recent version of Odoo display an arrow " +"in a circle icon next to their name, indicating that they can be upgraded." msgstr "" #: ../../content/administration/upgrade.rst:0 msgid "" -"Selection of \"An issue related to my upgrade\" as Ticket Type in the " -"support form on Odoo" +"The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:139 +#: ../../content/administration/upgrade.rst:102 msgid "" -"If you choose another *Ticket Description* type, the request will be " -"redirected to another team. This will slow down the processing and response " -"time." +"Click the **arrow in a circle** icon to start the upgrade process. In the " +"popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:142 -#: ../../content/administration/upgrade.rst:185 +#: ../../content/administration/upgrade.rst:104 msgid "" -"Please provide as much detail as you can (i.e., videos and screenshots to " -"illustrate your issue). This will avoid clarifying questions and speed up " -"the resolution process significantly." +"The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:146 +#: ../../content/administration/upgrade.rst:105 msgid "" -"The purpose of the test phase is not to correct existing data or " -"configurations in your database." +"The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:153 -msgid "The production launch" -msgstr "" - -#: ../../content/administration/upgrade.rst:155 +#: ../../content/administration/upgrade.rst:106 msgid "" -"The production upgrade request is when you decide to upgrade your current " -"database with all your production data (invoices, VAT returns, inventories, " -"current orders) to a new version of your choice." +"The :guilabel:`Purpose` of the upgrade, which is automatically set to " +":guilabel:`Test` for your first upgrade request" +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "The \"Upgrade your database\" popup." +msgstr "" + +#: ../../content/administration/upgrade.rst:112 +msgid "" +"The :guilabel:`Upgrade in progress` tag is displayed next to the database " +"name until completion. Once the process succeeds, an email containing a link" +" to the upgraded test database is sent to the address provided. The database" +" can also be accessed from the database manager by clicking the dropdown " +"arrow before the database name." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "Clicking the menu arrow displays the upgraded test database." +msgstr "" + +#: ../../content/administration/upgrade.rst:122 +msgid "" +"Odoo.sh is integrated with the upgrade platform to simplify the upgrade " +"process." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "Odoo.sh project and tabs" +msgstr "" + +#: ../../content/administration/upgrade.rst:127 +msgid "" +"The **latest production daily automatic backup** is then sent to the " +"`upgrade platform `_." +msgstr "" + +#: ../../content/administration/upgrade.rst:130 +msgid "" +"Once the upgrade platform is done upgrading the backup and uploading it on " +"the branch, it is put in a **special mode**: each time a **commit is " +"pushed** on the branch, a **restore operation** of the upgraded backup and " +"an **update of all the custom modules** occur. This allows you to test your " +"custom modules on a pristine copy of the upgraded database. The log file of " +"the upgrade process can be found in your newly upgraded staging build by " +"going to :file:`~/logs/upgrade.log`." +msgstr "" + +#: ../../content/administration/upgrade.rst:138 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. If there are none, the \"update on commit\" mode is skipped, the " +"upgraded database is built as soon as it is transferred from the upgrade " +"platform, and the upgrade mode is exited." +msgstr "" + +#: ../../content/administration/upgrade.rst:150 +#: ../../content/administration/upgrade.rst:342 +msgid "On-premise" +msgstr "" + +#: ../../content/administration/upgrade.rst:152 +msgid "" +"The standard upgrade process can be initiated by entering the following " +"command line on the machine where the database is hosted:" msgstr "" #: ../../content/administration/upgrade.rst:159 msgid "" -"After your :ref:`tests ` are completed to your " -"satisfaction, submit the request to upgrade your production database via our" -" `website form `_. Select *Production* purpose." +"The following command can be used to display the general help and the main " +"commands:" msgstr "" -#: ../../content/administration/upgrade.rst:164 -msgid "Going into production without first testing may lead to:" -msgstr "" - -#: ../../content/administration/upgrade.rst:166 -msgid "" -"business interruptions (e.g., no longer having the possibility to validate " -"an action)" -msgstr "" - -#: ../../content/administration/upgrade.rst:167 -msgid "" -"poor customer experiences (e.g., an eCommerce website that does not work " -"correctly)" -msgstr "" - -#: ../../content/administration/upgrade.rst:174 -msgid "" -"If you encounter issues or problems in the **production database**, please " -"get in touch with **Odoo Support**:" -msgstr "" - -#: ../../content/administration/upgrade.rst:177 -msgid "Connect to our `Odoo Support page `_." -msgstr "" - -#: ../../content/administration/upgrade.rst:178 -msgid "" -"Under the *Ticket Description* section, select the appropriate type related " -"to your issue but **do not select** the option *An issue related to my " -"upgrade*." -msgstr "" - -#: ../../content/administration/upgrade.rst:182 -msgid "" -"After upgrading to production, the support will be provided by the Support " -"team instead of the Upgrade team." -msgstr "" - -#: ../../content/administration/upgrade.rst:189 -msgid "" -"If you choose *An issue related to my upgrade* as ticket type, the request " -"will be redirected to another team than the support one and will slow down " -"the processing and response time." -msgstr "" - -#: ../../content/administration/upgrade.rst:195 -msgid "Help" -msgstr "Help" - -#: ../../content/administration/upgrade.rst:200 -msgid "Contact our upgrade service support" -msgstr "" - -#: ../../content/administration/upgrade.rst:202 -msgid "" -"Should you have any more questions about the upgrade, do not hesitate to " -"send a message to `Odoo Upgrade Team `_. We will be" -" happy to answer it as soon as possible." -msgstr "" - -#: ../../content/administration/upgrade.rst:210 -msgid "" -"Please note that Odoo provides support and bug fixing only for the three " -"last major versions of Odoo." -msgstr "" - -#: ../../content/administration/upgrade.rst:213 -msgid "" -"This is a factor to take into consideration before upgrading. If you are on " -"an older version, we suggest you to prefer the most recent version to " -"benefit from longer support (before having to upgrade again)." -msgstr "" - -#: ../../content/administration/upgrade.rst:218 -msgid ":doc:`maintain/supported_versions`" -msgstr "" - -#: ../../content/administration/upgrade.rst:223 -msgid "Service-level agreement (SLA)" -msgstr "" - -#: ../../content/administration/upgrade.rst:225 -msgid "" -"With Odoo Enterprise, upgrading a database to the most recent version of " -"Odoo is **free**, including any support required to rectify potential " -"discrepancies in the upgraded database." -msgstr "" - -#: ../../content/administration/upgrade.rst:228 -msgid "" -"Information about the upgrade services included in the Enterprise Licence is" -" available in the :ref:`Odoo Enterprise Subscription Agreement `. " -"However, this section clarifies what upgrade services you can expect." -msgstr "" - -#: ../../content/administration/upgrade.rst:233 -msgid "Upgrade services covered by the SLA" -msgstr "" - -#: ../../content/administration/upgrade.rst:235 -msgid "" -"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " -"self-hosted (On-Premise) can benefit from upgrade services at all times for:" -msgstr "" - -#: ../../content/administration/upgrade.rst:238 -msgid "the upgrade of all **standard applications**;" -msgstr "" - -#: ../../content/administration/upgrade.rst:239 -msgid "" -"the upgrade of all **customizations created with the Studio app**, as long " -"as Studio is still installed and the respective subscription is still " -"active; and" -msgstr "" - -#: ../../content/administration/upgrade.rst:241 -msgid "" -"the upgrade of all **developments and customizations covered by a " -"maintenance of customizations subscription**." -msgstr "" - -#: ../../content/administration/upgrade.rst:244 -msgid "" -"Upgrade services are limited to the technical conversion and adaptation of a" -" database (standard modules and data) to make it compatible with the version" -" targeted by the upgrade." -msgstr "" - -#: ../../content/administration/upgrade.rst:248 -msgid "Upgrade services not covered by the SLA" -msgstr "" - -#: ../../content/administration/upgrade.rst:250 -msgid "The following upgrade-related services are **not** included:" -msgstr "" - -#: ../../content/administration/upgrade.rst:252 -msgid "" -"the **cleaning** of pre-existing data and configurations while upgrading;" -msgstr "" - -#: ../../content/administration/upgrade.rst:253 -msgid "" -"the upgrade of **custom modules created in-house or by third parties**, " -"including Odoo partners;" -msgstr "" - -#: ../../content/administration/upgrade.rst:254 -msgid "" -"lines of **code added to standard modules**, i.e., customizations created " -"outside the Studio app, code entered manually, and :ref:`automated actions " -"using Python code `; and" -msgstr "" - -#: ../../content/administration/upgrade.rst:257 -msgid "**training** on using the upgraded version's features and workflows." -msgstr "" - -#: ../../content/administration/upgrade.rst:262 -msgid ":doc:`Upgrade FAQ `" -msgstr "" - -#: ../../content/administration/upgrade.rst:263 -msgid ":doc:`Odoo.sh documentation `" -msgstr "" - -#: ../../content/administration/upgrade.rst:264 -msgid ":doc:`Supported Odoo versions `" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:8 -msgid "FAQ" -msgstr "FAQ" - -#: ../../content/administration/upgrade/faq.rst:13 -msgid "Why upgrade" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:15 -msgid "" -"You benefit from the latest features of the :ref:`new major version " -"` released by Odoo." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:17 -msgid "" -"If you are in an :ref:`unsupported version `, " -"you get a new version with support." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:23 -msgid "When to upgrade" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:25 -msgid "" -"Whenever you want. You can make your upgrade request as soon as a new " -"version is released or when your version turns unsupported, and you still " -"wish to enjoy support." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:31 -msgid "Availability of the new version" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:33 -msgid "" -"As soon as Odoo announces the release of a new major version, you can create" -" a test upgrade request to try the latest version. Please note that at this " -"point, the upgrade scripts will only have been tested with demo data. Please" -" report any issue you might encounter while testing via the `Odoo Support " -"page `_ and make sure to be happy with your test " -"version before requesting the upgrade of your database in production." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:42 -msgid "Duration of the upgrade" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:44 -msgid "It is impossible to give time estimates for every upgrade request." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:46 -msgid "" -"In general, the \"smaller\" the database, the quickest the upgrade request " -"is completed. A single-user database that uses only CRM will be processed " -"faster than a multi-company, multi-user database that uses Accounting, " -"Sales, Purchase, and Manufacturing." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:50 -msgid "" -"You can expect the time it takes for the platform to upgrade the test " -"database to be similar to the production upgrade." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:56 -msgid "Duration of the upgrade project" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:58 -msgid "" -"It depends on the user involvement (the time spent on testing, reporting " -"problems, etc.) and the issues encountered that might need to be addressed " -"by our technical team." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:61 -msgid "So, in a nutshell, what can impact your upgrade lead time?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:63 -msgid "Source & targeted versions" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:64 -msgid "Installed apps" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:65 -msgid "Volume of data" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:66 -msgid "" -"Amount of customization (models, fields, methods, workflows, reports, " -"website, etc.)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:67 -msgid "" -"Installation of new apps or configuration changes after the start of the " -"test phase" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:68 -msgid "User commitment" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:73 -msgid "Upgrade of the custom modules" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:75 -msgid "" -"As stated in our :doc:`/legal/terms/enterprise`, section " -":ref:`charges_standard`, this optional service is subject to additional " -"fees." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:78 -msgid "" -"Depending on your situation, the custom code could be upgraded by our " -"services, by one of our partners, or you can do it yourself." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:86 -msgid "Upgrade or Migration" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:88 -msgid "" -"An upgrade is switching to a newer version of Odoo, while a migration " -"reflects the change of :ref:`editions ` or " -"change of :ref:`hosting type `." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:97 -msgid "Editions change (from Community to Enterprise)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:99 -msgid "" -"The upgrade always returns an Enterprise edition of Odoo, whether the " -"database you sent was a community or enterprise edition. It is required to " -"have an enterprise subscription to upgrade." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:103 -msgid "" -"If you need assistance on this matter, please contact us via the `Odoo " -"Support page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:107 -msgid "`Editions `_" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:112 -msgid "Switching the hosting types (On-premise vs. Odoo Online vs. Odoo.sh)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:114 -msgid "" -"An upgrade does not cover a change of `Hosting types " -"`_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:116 -msgid "" -"Open the following link to get :doc:`more information about how to change " -"your hosting type <../maintain/hosting_changes>`." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:124 -msgid "The Upgrade Report" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:126 -msgid "" -"When an upgrade request completes successfully (test or production), you " -"receive an email notification about it that includes an 'Upgrade Report'. " -"This report is also sent to you via the Discuss app. It contains valuable " -"information regarding changes that occurred during the upgrade. While it " -"serves as a guide to possible issues to look out for, it is not an " -"exhaustive list. It remains imperative that you test the upgraded database " -"thoroughly and report any discrepancies you might find, before you decide to" -" upgrade your production database." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:136 -msgid "Custom views" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:138 -msgid "" -"During the upgrade, some custom views might get disabled for technical " -"reasons. Therefore they might have to be fixed after the upgrade. The " -":ref:`Upgrade Report ` that is generated after " -"the upgrade is available in the Discuss app, and lists all the custom views " -"that might be impacted by this." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:146 -msgid "Release Notes by version" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:148 -msgid "" -"Open our `Release Note `_ page to " -"get a summary of the new features and improvements made in each version." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:152 -msgid "How long is my test available for" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:154 -msgid "" -"An Odoo Online test database is available for one month by default. We can " -"extend this trial period upon request. For Odoo.sh or on-premise, there is " -"no restriction." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:158 -msgid "How many tests to perform before upgrading to production?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:160 -msgid "" -"As many as needed. When you are comfortable with the database, run a last " -"test upgrade 48 hours before requesting your production upgrade and test " -"your workflows one last time." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:164 -msgid "How to/Where to report upgrade issues?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:166 -msgid "" -"If you encounter issues during the upgrade process, please contact the Odoo " -"Support through the `Odoo Support page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:169 -msgid "" -"To report an issue discovered during the testing phase, please select **An " -"issue related to my upgrade (test phase)**." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:171 -msgid "" -"To report an issue discovered post-upgrade, please select **An issue related" -" to my upgrade (production)**." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:175 -msgid "Upgrading to production" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:177 -msgid "" -"Once you have completed testing and are happy with the result, you decide on" -" a date and time when you stop users from accessing Odoo, freeze all data " -"entries, and create an upgrade request for the production upgrade." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:182 -msgid "How is my data handled in the Upgrade Platform?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:184 -msgid "" -"The Odoo Upgrade platform uses the same Privacy Policy as the rest of " -"Odoo.com services." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:186 -msgid "" -"Your data is hosted on servers that follow our security guidelines, namely:" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:188 -msgid "" -"SSL - All web connections to client instances are protected with 256-bit SSL" -" encryption (HTTPS with a 2048-bit modulus SSL certificate), and running " -"behind Grade A SSL stacks. All our certificate chains are using SHA-2 " -"already." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:191 -msgid "" -"Safe System - Our servers are running recent Linux distribution with up-to-" -"date security patches, with firewall and intrusion countermeasures (not " -"disclosed for obvious reasons)." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:194 -msgid "" -"Servers are located at the same locations as our Cloud providers with the " -"following services:" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:196 -msgid "" -"Restricted perimeter, physically accessed by authorized data center " -"employees only" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:197 -msgid "Physical access control with security badges or biometrical security" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:198 -msgid "Security cameras monitoring the data center locations 24/7" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:199 -msgid "Security personnel on-site 24/7" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:201 -msgid "" -"The uploaded and migrated databases uploaded to the Upgrade platform are " -"kept for up to 3 months and are permanently deleted following that period." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:204 -msgid "" -"You can learn more about privacy and data handling at Odoo by visiting our " -"`General Data Protection Regulation page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:208 -msgid "Rolling Release (applicable to Odoo Online databases)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:210 -msgid "" -"This feature allows customers to upgrade their database directly from a " -"message prompt sent to the database administrator as soon as the new version" -" is released. Odoo first tests the upgrade to the next version. The rolling " -"release upgrade option is displayed if the automated tests are successful. " -"The message offers two options:" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:215 -msgid "" -"To 'Upgrade Now', which immediately triggers the upgrade of your live " -"production database." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:217 -msgid "" -"To take you to your `database manager `_" -" where you can `request an upgraded test database " -"`_ and check the upgraded test database " -"for any discrepancies." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:221 -msgid "" -"When you choose to proceed with the production upgrade directly, make sure " -"all users have saved their work and are logged out. The upgrade takes " -"approximately 15 minutes. During this time your database is unreachable. If " -"you notice any problem after the upgrade, please report it via the `Odoo " -"Support page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:227 -msgid "" -"If you are using the Website or Studio app, we recommend you always do a " -"test upgrade before upgrading your production instance." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:5 -msgid "" -"Odoo databases can be manually upgraded directly from the main Odoo website." -" To upgrade an Odoo database, navigate to the `database manager " -"`_ page and sign in." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:8 -msgid "" -"The database manager page displays all of the Odoo databases associated with" -" the user's account. Any databases that are not already on the most recent " -"version of Odoo display an **arrow in a circle** icon next to the database " -"name, indicating that the database can be upgraded." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "" -"The database manager page with an upgrade button next to the name of a " -"database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:17 -msgid "" -"If the database's version is **lower** than the latest major release: the " -"database must be upgraded within two months. After these two months, an " -"automatic upgrade is initiated." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:19 -msgid "" -"If the database's version is **equal** to or **higher** than the latest " -"major release: you can disregard the invitation to upgrade, as the database " -"probably would not benefit from new features every two months." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:23 -msgid "" -"If a database is *not* on the latest online version, its administrator " -"should receive an invitation to upgrade on the database's dashboard, " -"displayed as an **arrow in a circle**." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "Invitation to upgrade on the database dashboard." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:30 -msgid "" -"Versions that are not supported anymore become deprecated and must be " -"updated to avoid security issues. It is recommended to initiate the upgrade " -"yourself and not wait for the automatic upgrade, as the former method allows" -" you to request a test upgrade of the database to check for any " -"discrepancies." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:36 -msgid "Test database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:38 -msgid "" -"Click on the **arrow in a circle** icon to start the upgrade process. On the" -" :guilabel:`Upgrade your database` pop-up, select the version of Odoo that " -"the platform will be upgraded to. In the :guilabel:`Email to notify` field, " -"enter an email address that will receive email notifications about the " -"database upgrade." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:43 -msgid "" -"There is also a :guilabel:`Purpose` section on the pop-up that is used to " -"specify the reason for the upgrade. However, at this stage of the process, " -"the only selectable option is :guilabel:`Test`, as Odoo requires users to " -"create a test copy of the upgraded database before converting the actual " -"database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade your database\" pop-up." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:52 -msgid "" -"After filling out the form, click the :guilabel:`Upgrade` button. The pop-up" -" disappears and the database being upgraded shows a red :guilabel:`Upgrade " -"in progress` tag next to its name. An email confirming that the upgrade is " -"in progress is also sent to the email address specified on the pop-up." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade in progress\" tag next to the database name." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:61 -msgid "" -"Once the upgrade is complete, a new test database appears on the `database " -"manager `_ page. To access the test " -"database, click the drop-down arrow (:guilabel:`⯆`) to the left of the main " -"database's name. Doing so makes the test version appear below it. Finally, " -"click the green :guilabel:`Connect` button on the right side of the test " -"version's row to go to the database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "A test database on the database manager page." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:71 -msgid "" -"Except for being on the newer version of Odoo, the test database is an exact" -" copy of the one being upgraded. It is important to do extensive testing in " -"this database to ensure that the upgrade has not altered or corrupted any " -"data, and that all workflows still proceed as expected." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:76 -msgid "Production database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:78 -msgid "" -"After confirming the integrity of the new version, return to the `database " -"manager `_ page. Once again, click on the" -" **arrow in a circle** icon next to the database being upgraded. The " -":guilabel:`Upgrade your database` pop-up appears as before, except that " -"there is now a :guilabel:`Production` option under the :guilabel:`Purpose` " -"section." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:83 -msgid "" -"Select the :guilabel:`Production` option and then click :guilabel:`Upgrade` " -"to begin the upgrade process. As before, a notification email is sent to the" -" email address provided and a red :guilabel:`Upgrade in progress` tag " -"appears next to the name of the database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:87 -msgid "" -"The production database is then taken offline and will be upgraded " -"automatically. The time it takes to upgrade the production database should " -"be similar to the time that was necessary to upgrade the test database. Make" -" sure to inform database users of the scheduled downtime." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:91 -msgid "" -"After the upgrade is finished, the :guilabel:`Upgrade in progress` tag " -"disappears and the database is upgraded to the version specified." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:10 -msgid "" -"Odoo.sh is integrated with the upgrade platform to make the upgrade process " -"easier." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:13 -msgid "" -"The :guilabel:`Upgrade` tab is available in the branches view. It is only " -"available for valid projects with a valid production build." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Click on the upgrade menu" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:20 -msgid "The suggested upgrade steps on Odoo.sh are:" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:22 -msgid "" -"On a :guilabel:`Development` branch, upgrade your custom modules to keep " -"them compatible with the new version and thoroughly **test them**." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:24 -msgid "" -"Switch that branch to the :guilabel:`Staging` branch, **upgrade** the last " -"daily production backup and **test it**. Write upgrade scripts if necessary." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:26 -msgid "" -"Trigger the production upgrade from your :guilabel:`Production` branch and " -"sit tight." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:29 -msgid ":doc:`../../administration/upgrade`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:30 -msgid ":doc:`Upgrade FAQ <../upgrade/faq>`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:31 -msgid ":doc:`Introduction to Odoo.sh <../odoo_sh/overview/introduction>`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:36 -msgid "Upgrade your custom modules" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:38 -msgid "" -"The first step is to upgrade your custom modules to keep them compatible " -"with the new version. Fork your :guilabel:`Production` branch in the " -":guilabel:`Development` stage, then go to the settings of your " -":guilabel:`Development` branch and select the Odoo version you target. If " -"needed, modify your code to be compatible with the new version. Make sure to" -" **test** your features are still working correctly." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:45 -msgid "" -"Depending on your contract, the upgrade of your custom modules can be done " -"by yourself, by your Partner or by Odoo (if you hold a subscription " -"including maintenance of customizations)." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:51 -msgid "Upgrade your database on a staging branch" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:53 -msgid "" -"Take the upgraded development branch and drag & drop it to " -":guilabel:`Staging`." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:55 -msgid "" -"Go to the :guilabel:`Upgrade` tab and select the :guilabel:`target version`." -" Then, click on :guilabel:`Test Upgrade`." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Odoo.sh project and tabs" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:62 -msgid "" -"The **latest production daily automatic backup** is sent to the `upgrade " -"platform `_ to start the upgrade test process." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:66 -msgid "" -"You can follow the upgrade process by going to the :guilabel:`Upgrade` menu " -"of your :guilabel:`Production` branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:69 -msgid "" -"When the upgraded backup is ready on the `upgrade platform " -"`_, it is automatically downloaded back to " -"your project." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:72 -msgid "" -"The branch is now in a **special mode**: each time a **commit is pushed** on" -" the branch, a **restore operation** of the upgraded backup occurs, and an " -"**update of all the custom modules** happens. This allows you to quickly " -"iterate on your custom modules upgrade scripts. The log file of the upgrade " -"process can be found at :file:`~/logs/upgrade.log` in your newly upgraded " -"staging build." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:78 -msgid "The **special upgrade mode** is automatically closed after 30 days." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:79 -#: ../../content/administration/upgrade/odoo_sh.rst:128 -msgid "" -"It may happen that custom modules are no longer needed after an upgrade. " -"Custom modules in the upgraded database are set to be updated. If the " -"modules are missing in the code, the update fails, thus failing the whole " -"process. An empty module with a manifest and possibly some custom upgrade " -"script are necessary to clean up the database. The complete removal of the " -"module has to be handled afterwards." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:86 -msgid "Functionally test your upgraded database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:88 -msgid "" -"Now that the test upgraded database is available on your staging branch, " -"**thoroughly test it** and make sure everything runs as it's supposed to. " -"Once you are satisfied with the result, you are ready to upgrade your " -"production database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:93 -msgid "Production upgrade" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:95 -msgid "" -"Once you are happy with your testing, you can start the process on the " -":guilabel:`Production` branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:98 -msgid "" -"On your :guilabel:`Production` branch, go to the :guilabel:`Upgrade` tab, " -"select the :guilabel:`targeted version` and click on the :guilabel:`start " -"Upgrade` button." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View from the upgrade tab" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:105 -msgid "" -"The actual process is **triggered as soon as you push a new commit** in your" -" branch. Make sure you are pushing code that is compatible with the new " -"version. For example by merging the code from your upgraded staging branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:110 -msgid "" -"You can see the progress of the upgrade by going to the :guilabel:`Upgrade` " -"tab of the main branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View showing the progress of the upgrade" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:118 -msgid "Your database is unavailable throughout the process." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:121 -msgid "" -"If anything goes wrong, the platform automatically reverts the upgrade, the " -"same as it would be for a regular update. In case of success, a backup is " -"always made." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:124 -msgid "" -"The update of your custom modules must be successful to complete the entire " -"upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:6 -msgid "Test upgrade request" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:8 -msgid "There are two ways to create your upgrade request." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:11 -msgid "Upgrade request via command line" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:13 -msgid "" -"For technically-advanced users and partners, the upgrade process can be " -"initiated via the following command line on the server where the database is" -" hosted:" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:16 -msgid "" -":command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d -t `" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:19 -msgid "" -"The above command creates the database dump, sends it to the upgrade " -"platform, and initiates the automated upgrade process. During the upgrade, " -"you can follow the live logs on your screen. Once the upgrade process is " -"completed successfully, the upgraded database is restored onto the server " -"(as a duplicate test database)." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:25 -msgid "Upgrade request via the Odoo Upgrade Portal" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:27 -msgid "" -"Download a recent copy of your database and select the option " -":guilabel:`pg_dump custom format (without filestore)`." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:29 -msgid "" -"Upload this dump file at https://upgrade.odoo.com and select *Testing* as " -"the aim. Odoo performs the automated upgrade process. Once it is completed, " -"you receive an email with a link to download the upgrade database dump file." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:32 -msgid "" -"Import the upgraded database into your on-premise environment and manually " -"test all processes and workflows." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:36 +#: ../../content/administration/upgrade.rst:165 msgid "" -"For security reasons, only the person who submitted the upgrade request is " -"able to download it." +"An upgraded test database can also be requested via the `Upgrade page " +"`_." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:37 +#: ../../content/administration/upgrade.rst:169 msgid "" -"Any problem found during testing should be reported via the `helpdesk " -"`_." +"For security reasons, only the person who submitted the upgrade request can " +"download it." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:39 +#: ../../content/administration/upgrade.rst:170 msgid "" -"For storage reasons, the copy of your database is submitted without a " -"filestore to the upgrade server. Therefore, the upgraded database does not " -"contain the production filestore." +"For storage reasons, the database's copy is submitted without a filestore to" +" the upgrade server. Therefore, the upgraded database does not contain the " +"production filestore." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:41 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " "as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:43 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:45 -msgid "A `dump.sql` file containing the upgraded database." +#: ../../content/administration/upgrade.rst:177 +msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:46 +#: ../../content/administration/upgrade.rst:178 msgid "" -"A `filestore` folder containing files that were extracted from in-database " -"records into attachments (if there are any) and new standard Odoo files from" -" the targeted Odoo version (like new images, icons, payment provider's " -"logos, etc.). This is the folder that should be merged with the production " +"A `filestore` folder containing files extracted from in-database records " +"into attachments (if there are any) and new standard Odoo files from the " +"targeted Odoo version (e.g., new images, icons, payment provider's logos, " +"etc.). This is the folder that should be merged with the production " "filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:52 -msgid "Upgrade your production database" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:54 +#: ../../content/administration/upgrade.rst:185 msgid "" -"Once you have completed the testing successfully, you can proceed to upgrade" -" your live database in production. Download your upgraded database from the " -"link in the email and import it onto your live environment." +"You can request multiple test databases if you wish to test an upgrade more " +"than once." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:59 +#: ../../content/administration/upgrade.rst:190 msgid "" -"Same as in the test phase, when requesting an upgrade for production " -"purposes, the copy of your database is submitted without a filestore." +"When an upgrade request is completed, an upgrade report is attached to the " +"successful upgrade email, and it becomes available in the Discuss app for " +"users who are part of the \"Administration / Settings\" group. This report " +"provides important information about the changes introduced by the new " +"version." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:61 +#: ../../content/administration/upgrade.rst:198 +msgid "Testing the new version of the database" +msgstr "" + +#: ../../content/administration/upgrade.rst:200 msgid "" -"Therefore, the upgraded database filestore must be merged with the " -"production filestore before deploying the new version." +"It is essential to spend some time testing the upgraded test database to " +"ensure that you are not stuck in your day-to-day activities by a change in " +"views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:65 -msgid "Custom modules (if applicable)" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:67 +#: ../../content/administration/upgrade.rst:205 msgid "" -"The upgrade of a database that contains custom modules is a two-step " +"Test databases are neutralized, and some features are disabled to prevent " +"them from impacting the production database:" +msgstr "" + +#: ../../content/administration/upgrade.rst:208 +msgid "Scheduled actions are disabled." +msgstr "" + +#: ../../content/administration/upgrade.rst:209 +msgid "" +"Outgoing mail servers are disabled by archiving the existing ones and adding" +" a fake one." +msgstr "" + +#: ../../content/administration/upgrade.rst:210 +msgid "" +"Payment providers and delivery carriers are reset to the test environment." +msgstr "" + +#: ../../content/administration/upgrade.rst:211 +msgid "" +"Bank synchronization is disabled. Should you want to test the " +"synchronization, contact your bank synchronization provider to get sandbox " +"credentials." +msgstr "" + +#: ../../content/administration/upgrade.rst:214 +msgid "" +"Testing as many of your business flows as possible is strongly recommended " +"to ensure they are working correctly and to get more familiar with the new " +"version." +msgstr "" + +#: ../../content/administration/upgrade.rst:217 +msgid "Basic test checklist" +msgstr "" + +#: ../../content/administration/upgrade.rst:219 +msgid "" +"Are there views that are deactivated in your test database but active in " +"your production database?" +msgstr "" + +#: ../../content/administration/upgrade.rst:221 +msgid "Are your usual views still displayed correctly?" +msgstr "" + +#: ../../content/administration/upgrade.rst:222 +msgid "Are your reports (invoice, sales order, etc.) correctly generated?" +msgstr "" + +#: ../../content/administration/upgrade.rst:223 +msgid "Are your website pages working correctly?" +msgstr "" + +#: ../../content/administration/upgrade.rst:224 +msgid "" +"Are you able to create and modify records? (sales orders, invoices, " +"purchases, users, contacts, companies, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:226 +msgid "Are there any issues with your mail templates?" +msgstr "" + +#: ../../content/administration/upgrade.rst:227 +msgid "Are there any issues with saved translations?" +msgstr "" + +#: ../../content/administration/upgrade.rst:228 +msgid "Are your search filters still present?" +msgstr "" + +#: ../../content/administration/upgrade.rst:229 +msgid "Can you export your data?" +msgstr "" + +#: ../../content/administration/upgrade.rst:233 +msgid "" +"Checking a random product in your product catalog and comparing its test and" +" production data to verify everything is the same (product category, selling" +" price, cost price, vendor, accounts, routes, etc.)." +msgstr "" + +#: ../../content/administration/upgrade.rst:236 +msgid "Buying this product (Purchase app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:237 +msgid "Confirming the reception of this product (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:238 +msgid "" +"Checking if the route to receive this product is the same in your production" +" database (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:240 +msgid "Selling this product (Sales app) to a random customer." +msgstr "" + +#: ../../content/administration/upgrade.rst:241 +msgid "" +"Opening your customer database (Contacts app), selecting a customer (or " +"company), and checking its data." +msgstr "" + +#: ../../content/administration/upgrade.rst:243 +msgid "Shipping this product (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:244 +msgid "" +"Checking if the route to ship this product is the same as in your production" +" database (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:246 +msgid "Validating a customer invoice (Invoicing or Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:247 +msgid "" +"Crediting the invoice (issuing a credit note) and checking if it behaves as " +"in your production database." +msgstr "" + +#: ../../content/administration/upgrade.rst:249 +msgid "Checking your reports' results (Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:250 +msgid "" +"Randomly checking your taxes, currencies, bank accounts, and fiscal year " +"(Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:251 +msgid "" +"Making an online order (Website apps) from the product selection in your " +"shop until the checkout process and checking if everything behaves as in " +"your production database." +msgstr "" + +#: ../../content/administration/upgrade.rst:254 +msgid "" +"This list is **not** exhaustive. Extend the example to your other apps based" +" on your use of Odoo." +msgstr "" + +#: ../../content/administration/upgrade.rst:256 +msgid "" +"If you face an issue while testing your upgraded test database, you can " +"request the assistance of Odoo via the `support page " +"`__ by selecting the option related " +"to testing the upgrade. In any case, it is essential to report any problem " +"encountered during the testing to fix it before upgrading your production " +"database." +msgstr "" + +#: ../../content/administration/upgrade.rst:261 +msgid "" +"You might encounter significant differences with standard views, features, " +"fields, and models during testing. Those changes cannot be reverted on a " +"case-by-case basis. However, if a change introduced by a new version breaks " +"a customization, it is the responsibility of the maintainer of your custom " +"module to make it compatible with the new version of Odoo." +msgstr "" + +#: ../../content/administration/upgrade.rst:267 +msgid "Do not forget to test:" +msgstr "" + +#: ../../content/administration/upgrade.rst:269 +msgid "Integrations with external software (EDI, APIs, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:270 +msgid "" +"Workflows between different apps (online sales with eCommerce, converting a " +"lead all the way to a sales order, delivery of products, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:272 +msgid "Data exports" +msgstr "" + +#: ../../content/administration/upgrade.rst:273 +msgid "Automated actions" +msgstr "Geautomatiseerde acties" + +#: ../../content/administration/upgrade.rst:274 +msgid "" +"Server actions in the action menu on form views, as well as by selecting " +"multiple records on list views" +msgstr "" + +#: ../../content/administration/upgrade.rst:280 +msgid "Upgrading the production database" +msgstr "" + +#: ../../content/administration/upgrade.rst:282 +msgid "" +"Once the :ref:`tests ` are completed and you are " +"confident that the upgraded database can be used as your main database " +"without any issues, it is time to plan the go-live day. It can be planned in" +" coordination with Odoo's upgrade support analysts, reachable via the " +"`support page `__." +msgstr "" + +#: ../../content/administration/upgrade.rst:287 +msgid "" +"Your production database will be unavailable during its upgrade. Therefore, " +"we recommend planning the upgrade at a time when the use of the database is " +"minimal." +msgstr "" + +#: ../../content/administration/upgrade.rst:290 +msgid "" +"As the standard upgrade scripts and your database are constantly evolving, " +"it is also recommended to frequently request another upgraded test database " +"to ensure that the upgrade process is still successful, especially if it " +"takes a long time to finish. Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended." +msgstr "" + +#: ../../content/administration/upgrade.rst:296 +msgid "Going into production without first testing may lead to:" +msgstr "" + +#: ../../content/administration/upgrade.rst:298 +msgid "Users failing to adjust to the changes and new features" +msgstr "" + +#: ../../content/administration/upgrade.rst:299 +msgid "" +"Business interruptions (e.g., no longer having the possibility to validate " +"an action)" +msgstr "" + +#: ../../content/administration/upgrade.rst:300 +msgid "" +"Poor customer experience (e.g., an eCommerce website that does not work " +"correctly)" +msgstr "" + +#: ../../content/administration/upgrade.rst:302 +msgid "" +"The process of upgrading a production database is similar to upgrading a " +"test database with a few exceptions." +msgstr "" + +#: ../../content/administration/upgrade.rst:309 +msgid "" +"The process is similar to :ref:`obtaining an upgraded test database " +"`, except for the purpose option, which must " +"be set to :guilabel:`Production` instead of :guilabel:`Test`." +msgstr "" + +#: ../../content/administration/upgrade.rst:314 +msgid "" +"Once the upgrade is requested, the database will be unavailable until the " +"upgrade is finished. Once the process is completed, it is impossible to " +"revert to the previous version." +msgstr "" + +#: ../../content/administration/upgrade.rst:320 +msgid "" +"The process is similar to :ref:`obtaining an upgraded test database " +"` on the :guilabel:`Production` branch." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "View from the upgrade tab" +msgstr "" + +#: ../../content/administration/upgrade.rst:326 +msgid "" +"The process is **triggered as soon as a new commit is made** on the branch. " +"This allows the upgrade process to be synchronized with the deployment of " +"the custom modules' upgraded source code. If there are no custom modules, " +"the upgrade process is triggered immediately." +msgstr "" + +#: ../../content/administration/upgrade.rst:332 +msgid "" +"The database is unavailable throughout the process. If anything goes wrong, " +"the platform automatically reverts the upgrade, as it would be for a regular" +" update. In case of success, a backup of the database before the upgrade is " +"created." +msgstr "" + +#: ../../content/administration/upgrade.rst:336 +msgid "" +"The update of your custom modules must be successful to complete the entire " +"upgrade process. Make sure the status of your staging upgrade is " +":guilabel:`successful` before trying it in production." +msgstr "" + +#: ../../content/administration/upgrade.rst:344 +msgid "" +"The command to upgrade a database to production is similar to the one of " +"upgrading a test database except for the argument `test`, which must be " +"replaced by `production`:" +msgstr "" + +#: ../../content/administration/upgrade.rst:351 +msgid "" +"An upgraded production database can also be requested via the `Upgrade page " +"`_. Once the database is uploaded, any " +"modification to your production database will **not** be present on your " +"upgraded database. This is why we recommend not using it during the upgrade " "process." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:69 -msgid "The standard upgrade is done when your upgrade request is completed." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:70 +#: ../../content/administration/upgrade.rst:358 msgid "" -"Your custom modules also need to be upgraded to keep them compatible with " -"the new version." +"When requesting an upgraded database for production purposes, the copy is " +"submitted without a filestore. Therefore, the upgraded database filestore " +"must be merged with the production filestore before deploying the new " +"version." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:72 +#: ../../content/administration/upgrade.rst:362 msgid "" -"Depending on your contract, the upgrade of your custom modules can be done" +"In case of an issue with your production database, you can request the " +"assistance of Odoo via the `support page " +"`__ by selecting the option " +"related to the upgrade in production." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:74 -msgid "by yourself." +#: ../../content/administration/upgrade.rst:370 +msgid "Service-level agreement (SLA)" msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:75 -msgid "by your Partner." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:76 +#: ../../content/administration/upgrade.rst:372 msgid "" -"by Odoo (if you hold a subscription to 'Maintenance of Customizations')." +"With Odoo Enterprise, upgrading a database to the most recent version of " +"Odoo is **free**, including any support required to rectify potential " +"discrepancies in the upgraded database." +msgstr "" + +#: ../../content/administration/upgrade.rst:375 +msgid "" +"Information about the upgrade services included in the Enterprise Licence is" +" available in the :ref:`Odoo Enterprise Subscription Agreement `. " +"However, this section clarifies what upgrade services you can expect." +msgstr "" + +#: ../../content/administration/upgrade.rst:380 +msgid "Upgrade services covered by the SLA" +msgstr "" + +#: ../../content/administration/upgrade.rst:382 +msgid "" +"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " +"self-hosted (On-Premise) can benefit from upgrade services at all times for:" +msgstr "" + +#: ../../content/administration/upgrade.rst:385 +msgid "the upgrade of all **standard applications**;" +msgstr "" + +#: ../../content/administration/upgrade.rst:386 +msgid "" +"the upgrade of all **customizations created with the Studio app**, as long " +"as Studio is still installed and the respective subscription is still " +"active; and" +msgstr "" + +#: ../../content/administration/upgrade.rst:388 +msgid "" +"the upgrade of all **developments and customizations covered by a " +"maintenance of customizations subscription**." +msgstr "" + +#: ../../content/administration/upgrade.rst:391 +msgid "" +"Upgrade services are limited to the technical conversion and adaptation of a" +" database (standard modules and data) to make it compatible with the version" +" targeted by the upgrade." +msgstr "" + +#: ../../content/administration/upgrade.rst:395 +msgid "Upgrade services not covered by the SLA" +msgstr "" + +#: ../../content/administration/upgrade.rst:397 +msgid "The following upgrade-related services are **not** included:" +msgstr "" + +#: ../../content/administration/upgrade.rst:399 +msgid "" +"the **cleaning** of pre-existing data and configurations while upgrading;" +msgstr "" + +#: ../../content/administration/upgrade.rst:400 +msgid "" +"the upgrade of **custom modules created in-house or by third parties**, " +"including Odoo partners;" +msgstr "" + +#: ../../content/administration/upgrade.rst:401 +msgid "" +"lines of **code added to standard modules**, i.e., customizations created " +"outside the Studio app, code entered manually, and :ref:`automated actions " +"using Python code `; and" +msgstr "" + +#: ../../content/administration/upgrade.rst:404 +msgid "**training** on using the upgraded version's features and workflows." +msgstr "" + +#: ../../content/administration/upgrade.rst:407 +msgid ":doc:`Odoo.sh documentation `" +msgstr "" + +#: ../../content/administration/upgrade.rst:408 +msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/nl/LC_MESSAGES/finance.po b/locale/nl/LC_MESSAGES/finance.po index 632d645ca..c09d9d851 100644 --- a/locale/nl/LC_MESSAGES/finance.po +++ b/locale/nl/LC_MESSAGES/finance.po @@ -13,19 +13,19 @@ # Martin Trigaux, 2023 # Erwin van der Ploeg , 2023 # Jolien De Paepe, 2023 -# Wil Odoo, 2023 -# Yenthe Van Ginneken , 2023 # Cas Vissers , 2023 # Gunther Clauwaert , 2023 +# Yenthe Van Ginneken , 2023 +# Wil Odoo, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-09 08:39+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" -"Last-Translator: Gunther Clauwaert , 2023\n" +"Last-Translator: Wil Odoo, 2023\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -188,7 +188,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -225,10 +225,12 @@ msgid "Audit" msgstr "Audit" #: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1073 msgid "General ledger" msgstr "" #: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1035 msgid "Trial balance" msgstr "Proefbalans" @@ -247,7 +249,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:135 #: ../../content/applications/finance/fiscal_localizations/chile.rst:161 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:321 msgid "Partner" msgstr "Relatie" @@ -539,6 +541,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:15 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:22 #: ../../content/applications/finance/accounting/payments/batch.rst:15 @@ -556,7 +559,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 #: ../../content/applications/finance/accounting/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:13 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:22 @@ -567,15 +570,15 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:29 #: ../../content/applications/finance/fiscal_localizations/chile.rst:290 #: ../../content/applications/finance/fiscal_localizations/chile.rst:332 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/germany.rst:58 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:620 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:726 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:847 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:40 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:766 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:906 #: ../../content/applications/finance/fiscal_localizations/peru.rst:25 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 @@ -586,7 +589,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:60 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:9 #: ../../content/applications/finance/payment_acquirers/mollie.rst:8 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:141 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:146 #: ../../content/applications/finance/payment_acquirers/sips.rst:9 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:30 msgid "Configuration" @@ -2388,7 +2391,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Soort" @@ -2456,7 +2459,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:5 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:86 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:310 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:321 msgid "Customer invoices" msgstr "" @@ -2498,7 +2501,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:35 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:284 msgid "Invoice creation" msgstr "Factuur aanmaken" @@ -2699,8 +2702,8 @@ msgstr "115" #: ../../content/applications/finance/accounting/taxes.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:164 #: ../../content/applications/finance/fiscal_localizations/chile.rst:198 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:165 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:69 #: ../../content/applications/finance/fiscal_localizations/peru.rst:242 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:127 @@ -3799,7 +3802,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:97 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:26 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:32 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:16 #: ../../content/applications/finance/fiscal_localizations/france.rst:182 #: ../../content/applications/finance/fiscal_localizations/india.rst:16 @@ -3807,9 +3810,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:34 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:66 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:15 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:14 @@ -3818,16 +3820,15 @@ msgstr "Naam" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:98 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:27 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:17 #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:17 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:35 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:67 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:15 @@ -5025,413 +5026,952 @@ msgid ":doc:`../fiscal_localizations`" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:190 -msgid "`Odoo Tutorials: Accounting Basics `_" +msgid "" +"`Odoo Tutorials: Accounting and Invoicing - Getting started [video] " +"`_" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:3 -msgid "Inventory average price valuation" +msgid "Average price on returned goods" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:5 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:9 msgid "" -"As stated in the :doc:`inventory valuation page " -"`," -" one of the possible costing method you can use in perpetual stock " -"valuation, is the average cost." +"*Average cost valuation* (AVCO) is an inventory valuation method that " +"evaluates cost based on the total cost of goods bought or produced during a " +"period, divided by the total number of items on-hand. Inventory valuation is" +" used to:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:10 -msgid "" -"This document answers to one recurrent question for companies using that " -"method to make their stock valuation: how does a shipping returned to its " -"supplier impact the average cost and the accounting entries? This document " -"is **only** for the specific use case of a perpetual valuation (as opposed " -"to the periodic one) and in average price costing method (as opposed to " -"standard of FIFO)." +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:13 +msgid "reflect the value of a company's assets;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:14 +msgid "keep track of the amount of unsold goods;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:15 +msgid "account for monetary value in goods that have yet to generate profit;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:16 +msgid "report on flow of goods throughout the quarter." msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:18 -msgid "Definition of average cost" -msgstr "Definitie van een gemiddelde kost" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:20 msgid "" -"The average cost method calculates the cost of ending inventory and cost of " -"goods sold on the basis of weighted average cost per unit of inventory." +"Because |AVCO| uses the weighted average to evaluate the cost, it is a good " +"fit for companies that sell only a few different products in large " +"quantities. In Odoo, this costing analysis is *automatically updated* each " +"time products are received." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:24 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:22 msgid "" -"The weighted average cost per unit is calculated using the following " -"formula:" +"Thus, when shipments are returned to their supplier, Odoo automatically " +"generates accounting entries to reflect the change in inventory valuation. " +"However, Odoo does **not** automatically update the |AVCO| calculation, " +"because :ref:`this can potentially create inconsistencies with inventory " +"valuation `." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:27 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:28 msgid "" -"When new products arrive in a warehouse, the new average cost is recomputed " -"as:" +"This document addresses a specific use case for theoretical purposes. " +"Navigate :ref:`here ` for instructions" +" on how to set up and use |AVCO| in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:32 +msgid "" +":ref:`Using inventory valuation `" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:33 msgid "" -"When products leave the warehouse: the average cost **does not** change" +":ref:`Other inventory valuation methods " +"`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 -msgid "Defining the purchase price" -msgstr "De inkoopprijs definieren" - #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:38 msgid "" -"The purchase price is estimated at the reception of the products (you might " -"not have received the vendor bill yet) and reevaluated at the reception of " -"the vendor bill. The purchase price includes the cost you pay for the " -"products, but it may also includes additional costs, like landed costs." +"To use average cost inventory valuation on a product, navigate to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"select the category that will be using |AVCO|. On the product category page," +" set :guilabel:`Costing Method` to `Average Cost (AVCO)` and " +":guilabel:`Inventory Valuation` to `Automated`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:45 -msgid "Average cost example" -msgstr "Gemiddelde kost voorbeeld" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:44 +msgid "" +":ref:`Inventory valuation configuration " +"`" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:47 +msgid "Using average cost valuation" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:49 +msgid "" +"The average cost method adjusts the inventory valuation when products are " +"received in the warehouse. This section explains how it works, but if the " +"explanation is unnecessary, skip to the :ref:`return to supplier use case " +"` section." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 +msgid "Formula" +msgstr "Formule" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:58 +msgid "" +"When new products arrive, the new average cost for each product is " +"recomputed using the formula:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +msgid "" +"Avg~Cost = \\frac{(Old~Qty \\times Old~Avg~Cost) + (Incoming~Qty \\times Purchase~Price)}{Final~Qty}\n" +"\n" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:63 +msgid "**Old Qty**: product count in stock before receiving the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +msgid "" +"**Old Avg Cost**: calculated average cost for a single product from the " +"previous inventory valuation;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:66 +msgid "**Incoming Qty**: count of products arriving in the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:67 +msgid "" +"**Purchase Price**: estimated price of products at the reception of products" +" (since vendor bills may arrive later). The amount includes not only the " +"price for the products, but also added costs, such as shipping, taxes, and " +":ref:`landed costs `. At reception of the " +"vendor bill, this price is adjusted;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:71 +msgid "**Final Qty**: quantity of on-hand stock after the stock move." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:76 +msgid "" +"When products leave the warehouse, the average cost **does not** change. " +"Read about why the average cost valuation is **not** adjusted :ref:`here " +"`." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +msgid "Compute average cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 +msgid "" +"To understand how the average cost of a product changes with each shipment, " +"consider the following table of warehouse operations and stock moves. Each " +"is a different example of how the average cost valuation is affected." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Operation" msgstr "Handeling" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -msgid "Delta Value" -msgstr "Delta waarde" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +msgid "Incoming Value" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Inventory Value" msgstr "Voorraadwaarde" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Qty On Hand" msgstr "Beschikbare Hvh" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Avg Cost" msgstr "Gemiddelde kost" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$0" msgstr "$0" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 #: ../../content/applications/finance/fiscal_localizations/france.rst:240 msgid "0" msgstr "0" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -msgid "Receive 8 Products at $10" -msgstr "Ontvang 8 producten aan $10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "Receive 8 tables at $10/unit" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -msgid "+8\\*$10" -msgstr "+8\\*$10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "8 * $10" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$80" msgstr "$80" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "8" msgstr "8" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$10" msgstr "$10" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -msgid "Receive 4 Products at $16" -msgstr "Ontvang 4 producten aan $16" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "Receive 4 tables at $16/unit" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -msgid "+4\\*$16" -msgstr "+4\\*$16" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "4 * $16" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "$144" msgstr "$144" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 #: ../../content/applications/finance/fiscal_localizations/france.rst:88 #: ../../content/applications/finance/fiscal_localizations/france.rst:111 msgid "12" msgstr "12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$12" msgstr "$12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -msgid "Deliver 10 Products" -msgstr "Lever 10 producten" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "Deliver 10 tables" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -msgid "-10\\*$12" -msgstr "-10\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "-10 * $12" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "$24" msgstr "$24" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "2" msgstr "2" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 msgid "" -"At the beginning, the Avg Cost is set to 0 set as there is no product in the" -" inventory. When the first reception is made, the average cost becomes " -"logically the purchase price." +"Ensure comprehension of the above computations by reviewing the \"Receive 8 " +"tables at $10/unit\" example." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:106 +msgid "Initially, the product stock is 0, so all values are $0." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:108 msgid "" -"At the second reception, the average cost is updated because the total " -"inventory value is now ``$80 + 4*$16 = $144``. As we have 12 units on hand, " -"the average price per unit is ``$144 / 12 = $12``." +"In the first warehouse operation, `8` tables are received at `$10` each. The" +" average cost is calculated using the :ref:`formula " +"`:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:68 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:111 msgid "" -"By definition, the delivery of 10 products does not change the average cost." -" Indeed, the inventory value is now $24 as we have only 2 units remaining of" -" each ``$24 / 2 = $12``." +"Avg~Cost = \\frac{0 + 8 \\times $10}{8} = \\frac{$80}{8} = $10\n" +"\n" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:73 -msgid "Purchase return use case" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:75 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:114 msgid "" -"In case of a product returned to its supplier after reception, the inventory" -" value is reduced using the average cost formulae (not at the initial price " -"of these products!)." +"Since the *incoming quantity* of tables is `8` and the *purchase price* for " +"each is `$10`," msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:79 -msgid "Which means that the above table will be updated as follow:" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:115 +msgid "The inventory value in the numerator is evaluated to `$80`;" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "Return of 1 Product initially bought at $10" -msgstr "Terugkeer van product dat origineel gekocht is aan $10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:116 +msgid "`$80` is divided by the total amount of tables to store, `8`;" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "-1\\*$12" -msgstr "-1\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 +msgid "`$10` is the average cost of a single table from the first shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 +msgid "" +"To verify this in Odoo, in the *Purchase* app, order `8` quantities of a new" +" product, `Table`, with no previous stock moves, for `$10` each." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:122 +msgid "" +"In the table's :guilabel:`Product Category` field in the :guilabel:`General " +"Information` tab of the product form, click the :guilabel:`➡️ (arrow)` icon," +" to open an :guilabel:`External Link` to edit the product category. Set the " +":guilabel:`Costing Method` to `Average Cost (AVCO)` and :guilabel:`Inventory" +" Valuation` to `Automated`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:127 +msgid "" +"Then, return to the purchase order. Click :guilabel:`Confirm Order`, and " +"click :guilabel:`Receive Products` to confirm receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 +msgid "" +"Next, check the inventory valuation record generated by the product " +"reception by navigating to :menuselection:`Inventory --> Reporting --> " +"Inventory Valuation`. Select the drop-down for `Table`, and view the " +":guilabel:`Total Value` column for the *valuation layer* (:dfn:`inventory " +"valuation at a specific point in time = on-hand quantity * unit price`). The" +" 8 tables in-stock are worth $80." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show inventory valuation of 8 tables in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:141 +msgid "" +"When the product category's :guilabel:`Costing Method` is set to " +":guilabel:`AVCO`, then the average cost of a product is also displayed on " +"the :guilabel:`Cost` field, under the :guilabel:`General Information` tab, " +"on the product page itself." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +msgid "Product delivery (use case)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 +msgid "" +"For outgoing shipments, :ref:`outbound products have no effect on the " +"average cost valuation `. Although the " +"average cost valuation is not recalculated, the inventory value still " +"decreases because the product is removed from stock and delivered to the " +"customer location." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +msgid "" +"To demonstrate that the average cost valuation is not recalculated, examine " +"the \"Deliver 10 tables\" example." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:157 +msgid "" +"Avg~Cost = \\frac{12 \\times $12 + (-10) \\times $12}{12-10} = \\frac{24}{2} = $12\n" +"\n" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +msgid "" +"Because 10 tables are being sent out to customers, the *incoming quantity* " +"is `-10`. The previous average cost (`$12`) is used in lieu of a vendor's " +"*purchase price*;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:162 +msgid "The *incoming inventory value* is `-10 * $12 = -$120`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 +msgid "" +"The old *inventory value* (`$144`) is added to the *incoming inventory " +"value* (`-$120`), so `$144 + -$120 = $24`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:165 +msgid "" +"Only `2` tables remain after shipping out `10` tables from `12`. So the " +"current *inventory value* (`$24`) is divided by the on-hand quantity (`2`);" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:167 +msgid "" +"`$24 / 2 = $12`, which is the same average cost as the previous operation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:169 +msgid "" +"To verify this in Odoo, sell `10` tables in the *Sales* app, validate the " +"delivery, and then review the inventory valuation record by going to in " +":menuselection:`Inventory --> Reporting --> Inventory Valuation`. In the " +"topmost valuation layer, delivering `10` tables reduces the product's value " +"by `-$120`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:174 +msgid "" +"**Note**: What is not represented in this stock valuation record is the " +"revenue made from this sale, so this decrease is not a loss to the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show how deliveries decrease inventory valuation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:184 +msgid "Return items to supplier (use case)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:186 +msgid "" +"Because the price paid to suppliers can differ from the price the product is" +" valued at with the |AVCO| method, Odoo handles returned items in a specific" +" way." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:189 +msgid "" +"Products are returned to suppliers at the original purchase price, but;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:190 +msgid "The internal cost valuation remains unchanged." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:192 +msgid "" +"The above :ref:`example table ` is updated as" +" follows:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +msgid "Qty*Avg Cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "Return 1 table bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "-1 * $12" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 #: ../../content/applications/finance/fiscal_localizations/france.rst:242 msgid "1" msgstr "1" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:90 -msgid "Explanation: counter example" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:92 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 msgid "" -"Remember the definition of **Average Cost**, saying that we do not update " -"the average cost of a product leaving the inventory. If you break this rule," -" you may lead to inconsistencies in your inventory." +"In other words, returns to vendors are perceived by Odoo as another form of " +"a product exiting the warehouse. To Odoo, because the table is valued at $12" +" per unit, the inventory value is reduced by `$12` when the product is " +"returned; the initial purchase price of `$10` is unrelated to the table's " +"average cost." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:96 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:208 msgid "" -"As an example, here is the scenario when you deliver one piece to the " -"customer and return the other one to your supplier (at the cost you " -"purchased it). Here is the operation:" +"To return a single table that was purchased for `$10`, navigate to the " +"receipt in the *Inventory* app for the :ref:`8 tables purchased in Exercise " +"1 ` by going to the :guilabel:`Inventory Overview`," +" clicking on :guilabel:`Receipts`, and selecting the desired receipt." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -msgid "Customer Shipping 1 product" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:213 +msgid "" +"Then, click :guilabel:`Return` on the validated delivery order, and modify " +"the quantity to `1` in the reverse transfer window. This creates an outgoing" +" shipment for the table. Select :guilabel:`Validate` to confirm the outgoing" +" shipment." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -msgid "-1\\*$10" -msgstr "-1\\*$10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:217 +msgid "" +"Return to :menuselection:`Inventory --> Reporting --> Inventory Valuation` " +"to see how the outgoing shipment decreases the inventory value by $12." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Inventory valuation for return." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:227 +msgid "Eliminate stock valuation errors in outgoing products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:229 +msgid "" +"Inconsistencies can occur in a company's inventory when the average cost " +"valuation is recalculated on outgoing shipments." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:232 +msgid "" +"To demonstrate this error, the table below displays a scenario in which 1 " +"table is shipped to a customer and another is returned to a supplier at the " +"purchased price." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +msgid "Qty*Price" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "Ship 1 product to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "-1 \\* $12" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "Return 1 product initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "-1 \\* $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$2**" msgstr "**$2**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 msgid "**0**" msgstr "**0**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:110 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 msgid "" -"As you can see in this example, this is not correct: an inventory valuation " -"of $2 for 0 pieces in the warehouse." +"In the final operation above, the final inventory valuation for the table is" +" `$2` even though there are `0` tables left in stock." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:113 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:248 +msgid "Correct method" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:250 msgid "" -"The correct scenario should be to return the goods at the current average " -"cost:" +"Use the average cost to value the return. This does not mean the company " +"gets $12 back for a $10 purchase; the item returned for $10 is valued " +"internally at $12. The inventory value change represents a product worth $12" +" no longer being accounted for in company assets." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "**$0**" -msgstr "**$0**" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:255 +msgid "Anglo-Saxon accounting" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:126 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:257 msgid "" -"On the other hand, using the average cost to value the return ensure a " -"correct inventory value at all times." +"In addition to using |AVCO|, companies that use **Anglo-Saxon accounting** " +"also keep a holding account that tracks the amount to be paid to vendors. " +"Once a vendor delivers an order, **inventory value** increases based on the " +"vendor price of the products that have entered the stock. The holding " +"account (called **stock input**) is credited and only reconciled once the " +"vendor bill is received." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 -msgid "Further thoughts on anglo saxon mode" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:132 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:263 msgid "" -"For people in using the **anglo saxon accounting** principles, there is " -"another concept to take into account: the stock input account of the " -"product, which is intended to hold at any time the value of vendor bills to " -"receive. So the stock input account will increase on reception of incoming " -"shipments and will decrease when receiving the related vendor bills." +":ref:`Anglo-Saxon vs. Continental " +"`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:139 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:265 msgid "" -"Back to our example, we see that when the return is valued at the average " -"price, the amount booked in the stock input account is the original purchase" -" price:" +"The table below reflects journal entries and accounts. The *stock input* " +"account stores the money intended to pay vendors when the vendor bill has " +"not yet been received. To balance accounts when returning products that have" +" a price difference between the price the product is **valued at** and the " +"price it was bought for, a *price difference* account is created." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "stock input" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Stock Input" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "price diff" -msgstr "prijs verschil" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Price Diff" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +msgid "Receive 8 tables at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "($80)" msgstr "($80)" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "Receive vendor bill $80" msgstr "Ontvang leveranciersrekening van $80" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +msgid "Receive 4 tables at $16" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 msgid "($64)" msgstr "($64)" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "Receive vendor bill $64" msgstr "Ontvang leveranciersrekening van $64" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +msgid "Deliver 10 tables to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "Return 1 table initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$10**" msgstr "**$10**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$12**" msgstr "**$12**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "Receive vendor refund $10" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$2" msgstr "$2" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 +msgid "Product reception" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:296 +msgid "Summary" +msgstr "Samenvatting" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:298 msgid "" -"This is because the vendor refund will be made using the original purchase " -"price, so to zero out the effect of the return in the stock input in last " -"operation, we need to reuse the original price. The price difference account" -" located on the product category is used to book the difference between the " -"average cost and the original purchase price." +"At product reception, Odoo ensures companies can pay for goods that were " +"purchased by preemptively moving an amount matching the price of received " +"goods into the :doc:`liability account " +"`, **Stock " +"Input**. Then, once the bill has been received, the amount in the holding " +"account is transferred to *Accounts Payable*. Transfers into this account " +"means the bill has been paid. **Stock Input** is reconciled once the vendor " +"bill is received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:305 +msgid "" +"Inventory valuation is a method of calculating how much each in-stock " +"product is worth internally. Since there is a difference between the price " +"the product is **valuated at** and the price the product was actually " +"**purchased for**, the **Inventory Valuation** account is unrelated to the " +"crediting and debiting operations of the **Stock Input** account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:310 +msgid "To conceptualize all this, follow the breakdown below." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:313 +msgid "Accounts balanced at received products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:315 +msgid "" +"In this example, a company starts with zero units of a product, `table`, in " +"stock. Then, 8 tables are received from the vendor:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:318 +msgid "" +"The **Stock Input** account stores `$80` of credit owed to the vendor. The " +"amount in this account is unrelated to the inventory value." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:320 +msgid "" +"`$80` worth of tables came **in** (**debit** the *Inventory Value* account " +"`$80`), and" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:321 +msgid "" +"`$80` must be paid **out** for received goods (**credit** the *Stock Input* " +"account `$80`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:324 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:367 +msgid "In Odoo" +msgstr "In Odoo" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:326 +msgid "" +"Odoo generates an accounting journal entry when shipments that use |AVCO| " +"costing method are received. Configure a :guilabel:`Price Difference " +"Account` by selecting the :guilabel:`➡️ (arrow)` icon next to the " +":guilabel:`Product Category` field on the product page." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:330 +msgid "" +"Under :guilabel:`Account Properties`, create a new :guilabel:`Price " +"Difference Account` by typing in the name of the account and clicking " +":guilabel:`Create and Edit`. Then set the account :guilabel:`Type` as " +"`Expenses`, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Create price difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:338 +msgid "" +"Then, receive the shipment in the *Purchase* app or *Inventory* app, and " +"navigate to the :menuselection:`Accounting app --> Accounting --> Journal " +"Entries`. In the list, find the :guilabel:`Reference` that matches the " +"warehouse reception operation for the relevant product." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show accounting entry of 8 tables from the list." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:346 +msgid "" +"Click on the line for 8 tables. This accounting journal entry shows that " +"when the 8 tables were received, the `Stock Valuation` account increased by " +"`$80`. Conversely, the **Stock Input** account (set as `Stock Interim " +"(Received)` account by default) is credited `$80`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Debit stock valuation and credit stock input 80 dollars." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:355 +msgid "Accounts balanced at received vendor bill" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:357 +msgid "" +"In this example, a company starts with zero units of a product, table, in " +"stock. Then, 8 tables are received from the vendor. When the bill is " +"received from vendor for 8 tables:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:360 +msgid "" +"Use `$80` in the **Stock Input** account to pay the bill. This cancels out " +"and the account now holds `$0`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:362 +msgid "Debit **Stock Input** `$80` (to reconcile this account)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:363 +msgid "" +"Credit **Accounts payable** `$80`. This account stores the amount the " +"company owes others, so accountants use the amount to write checks to " +"vendors." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:369 +msgid "" +"Once the vendor requests payment, navigate to the :menuselection:`Purchase " +"app --> Orders --> Purchase` and select the :abbr:`PO (Purchase Order)` for " +"8 tables. Inside the :abbr:`PO (Purchase Order)`, select :guilabel:`Create " +"Bill`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:373 +msgid "" +"Switch to the :guilabel:`Journal Items` tab to view how `$80` is transferred" +" from the holding account, `Stock Interim (Received)` to `Accounts Payable`." +" :guilabel:`Confirm` the bill to record the payment to the vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show bill linked to the purchase order for 8 tables." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:382 +msgid "On product delivery" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:384 +msgid "" +"In the :ref:`above example table `, when 10" +" products are delivered to a customer, the **Stock Input** account is " +"untouched because there are no new products coming in. To put it simply:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:388 +msgid "" +"**Inventory valuation** is credited `$120`. Subtracting from inventory " +"valuation represents `$120` worth of products exiting the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:390 +msgid "Debit **Accounts Receivable** to record revenue from the sale." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show journal items linked to sale order." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:398 +msgid "" +"In the accounting journal entry invoicing a customer for 10 tables, the " +"accounts **Product Sales**, **Tax Received**, and **Accounts Receivable** " +"all pertain to the sale of the product. **Accounts Receivable** is the " +"account where the customer payment will be received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:402 +msgid "" +"Anglo-Saxon accounting recognizes the cost of goods sold (COGS) once the " +"sale is made. So, up until the product is sold, scrapped, or returned, costs" +" of keeping the product in stock are not accounted for. The **Expense** " +"account is debited `$120` to log the costs of storing 10 tables during this " +"period of time." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:408 +msgid "On product return" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:410 +msgid "" +"In the :ref:`above example table `, when " +"returning 1 product to a vendor purchased at `$10`, a company expects `$10` " +"in the **Accounts Payable** account from the vendor. However, **Stock " +"Input** account must be debited `$12` because the average cost is `$12` at " +"the time of the return. The missing `$2` is accounted for in the " +":guilabel:`Price Difference Account`, which is set up in the product's " +":guilabel:`Product Category`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:417 +msgid "" +"Behavior of *price difference accounts* varies from localization. In this " +"case, the account is intended to store differences between vendor price and " +"*automated* inventory valuation methods." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:420 +msgid "Summary:" +msgstr "Samenvatting:" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:422 +msgid "" +"Debit **Stock Input** account `$10` to move the table from stock to stock " +"input. This move is to indicate that the table is to be processed for an " +"outgoing shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:424 +msgid "" +"Debit **Stock Input** an additional `$2` to account for the **Price " +"Difference**." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:425 +msgid "" +"Credit **Stock Valuation** `$12` because the item is leaving the stock." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "2 dollar difference expensed in Price Difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:431 +msgid "Once the vendor's refund is received," +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:433 +msgid "" +"Credit **Stock Input** account `$10` to reconcile the price of the table." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:434 +msgid "" +"Debit **Accounts Payable** `$10` to have the accountants collect and " +"register the payment in their journal." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Return to get 10 dollars back." msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:3 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:79 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/chile.rst:145 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:215 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1008 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 msgid "Chart of accounts" @@ -5440,153 +5980,124 @@ msgstr "Grootboekschema" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:5 msgid "" "The **chart of accounts (COA)** is the list of all the accounts used to " -"record financial transactions in the general ledger of an organization." +"record financial transactions in the general ledger of an organization. The " +"chart of accounts can be found under " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:8 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:9 msgid "" -"The accounts are usually listed in the order of appearance in the financial " -"reports. Most of the time, they are listed as follows :" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:11 -msgid "Balance Sheet accounts:" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:13 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 -msgid "Assets" -msgstr "Activa" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:14 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 -msgid "Liabilities" -msgstr "Passiva" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:15 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:87 -msgid "Equity" -msgstr "Eigen vermogen" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 -msgid "Profit & Loss:" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 -msgid "Income" -msgstr "Omzet" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:20 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:95 -msgid "Expense" -msgstr "Kosten" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:22 -msgid "" -"When browsing your chart of accounts, you can filter the accounts by number," -" in the left column, and also group them by :guilabel:`Account Type`." +"When browsing your chart of accounts, you can sort the accounts by " +":guilabel:`Code`, :guilabel:`Account Name`, or :guilabel:`Type`, but other " +"options are available in the drop-down menu :guilabel:`(⋮)`." msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Group the accounts by type in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:30 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 msgid "Configuration of an account" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:32 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 msgid "" -"The country you select at the creation of your database (or additional " -"company on your database) determines which **fiscal localization package** " -"is installed by default. This package includes a standard chart of accounts " -"already configured according to the country's regulations. You can use it " -"directly or set it according to your company's needs." +"The country you select during the creation of your database (or additional " +"company in your database) determines which :doc:`fiscal localization package" +" <../../fiscal_localizations>` is installed by default. This package " +"includes a standard chart of accounts already configured according to the " +"country's regulations. You can use it directly or set it according to your " +"company's needs." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:38 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:24 +msgid "" +"To create a new account, go to " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`, click " +":guilabel:`Create`, and fill in (at the minimum) the required fields " +"(:guilabel:`Code, Account Name, Type`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:29 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 -msgid "" -"To create a new account, go to :menuselection:`Accounting --> Configuration " -"--> Chart of Accounts`, click on :guilabel:`Create`, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "Code and name" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 msgid "" -"Each account is identified by its **code** and **name**, which also " -"indicates the account's purpose." +"Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " +"which also indicate the account's purpose." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 msgid "Information on the account's purpose and behavior" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:57 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:46 msgid "Generate country-specific legal and financial reports" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "Set the rules to close a fiscal year" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:59 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 msgid "Generate opening entries" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:61 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " -"selector and select the right type among the following list:" +"selector and select the corresponding type from the following list:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Report" msgstr "Rapport" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Category" msgstr "Categorie" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Account Types" msgstr "Grootboekrekeningen categorieën" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 #: ../../content/applications/finance/fiscal_localizations/spain.rst:27 msgid "Balance Sheet" msgstr "Balans" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +msgid "Assets" +msgstr "Activa" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Debiteuren" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:69 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Bank en kas" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:71 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -5594,154 +6105,172 @@ msgstr "Bank en kas" msgid "Current Assets" msgstr "Vlottende activa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:73 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Langlopende activa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:75 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 msgid "Prepayments" msgstr "Vooruitbetalingen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:77 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 msgid "Fixed Assets" msgstr "Vaste activa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +msgid "Liabilities" +msgstr "Passiva" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Crediteuren" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:81 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Credit Card" msgstr "Creditcard" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:83 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Kort vreemd vermogen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:85 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Lang vreemd vermogen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:89 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +msgid "Equity" +msgstr "Eigen vermogen" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Huidige jaarwinst" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Winst & Verlies" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:93 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +msgid "Income" +msgstr "Omzet" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 msgid "Other Income" msgstr "Overige opbrengsten" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:97 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +msgid "Expense" +msgstr "Kosten" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Depreciation" msgstr "Afschrijving" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:99 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Cost of Revenue" msgstr "Inkoopwaarde van de omzet" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Other" msgstr "Overige" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Off-Balance Sheet" msgstr "Niet opgenomen in balans" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Assets, deferred expenses, and deferred revenues automation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "" -"Some **account types** display a new field **to automate** the creation of " -":ref:`assets ` entries, :ref:`deferred expenses " -"` entries, and :ref:`deferred revenues " -"` entries." +"Some **account types** can **automate** the creation of :ref:`assets " +"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`Setup` on an" +" account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 -msgid "You have three choices for the :guilabel:`Automation` field:" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " -"account, a draft entry is created, but not validated. You must first fill " -"out the corresponding form." +"account, a draft entry is created but not validated. You must first fill out" +" the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid "" -":guilabel:`Create and validate`: you must also select a **model**. Whenever " -"a transaction is posted on the account, an entry is created and immediately " -"validated." +":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " +"Expense Model`. Whenever a transaction is posted on the account, an entry is" +" created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:110 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:122 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 msgid "" -"Select a **default tax** that will be applied when this account is chosen " -"for a product sale or purchase." +"In the :guilabel:`Setup` menu of an account, select a **default tax** to be " +"applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 msgid "Tags" msgstr "Labels" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." -" By default, you can choose among the tags that are used by the *Cash Flow " -"Statement*." +" To add a tag, under :guilabel:`Setup`, click the :guilabel:`Tags` field and" +" select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:123 msgid "Account groups" msgstr "Rekeninggroepen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " "Balance**. By default, groups are handled automatically based on the code of" " the group. For example, a new account `131200` is going to be part of the " -"group `131000`." +"group `131000`. You can attribute a specific group to an account in the " +":guilabel:`Group` field under :guilabel:`Setup`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:143 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" -"To create a new account group, :ref:`developer mode ` and " -"head to :menuselection:`Accounting app --> Configuration --> Account " +"To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting app-->Configuration-->Account " "Groups`. Here, create a new group and enter the :guilabel:`name, code " "prefix, and company` to which that group account should be available. Note " "that you must enter the same code prefix in both :guilabel:`From` and " @@ -5752,10 +6281,10 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 msgid "" "To display your **Trial Balance** report with your account groups, go to " -":menuselection:`Accounting app-->Reporting-->Trial Balance`, then open the " +":menuselection:`Accounting-->Reporting-->Trial Balance`, then open the " ":guilabel:`Options` menu and select :guilabel:`Hierarchy and Subtotals`." msgstr "" @@ -5763,17 +6292,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:154 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:167 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -5781,57 +6310,58 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:163 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " -"settings, and save." +"settings, and :guilabel:`Save`; or enable the button from the chart of " +"accounts view." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 +msgid "Allow reconciliation for accounts in Odoo Accounting" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 msgid "Deprecated" msgstr "Vervallen" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 msgid "" "It is not possible to delete an account once a transaction has been recorded" -" on it. You can make them unusable by using the **Deprecated** feature." +" on it. You can make them unusable by using the **Deprecated** feature: " +"check the :guilabel:`Deprecated` box in the account's settings, and " +":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 -msgid "" -"To do so, check the :guilabel:`Deprecated` box in the account's settings, " -"and save." -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:187 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:188 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:189 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:190 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:191 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7848,7 +8378,6 @@ msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" msgstr "" #: ../../content/applications/finance/accounting/payments/multiple.rst:10 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:403 msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" msgstr "" @@ -10147,13 +10676,9 @@ msgstr "API key Odoo" msgid "" "You can create Odoo external API keys either :ref:`for a single database " "` (hosting: Odoo Online, On-premise, and Odoo.sh) or" -" :ref:`for multiple databases managed by a user ` " -"(hosting: Odoo Online)." -msgstr "" -"Je kan Odoo externe API keys aanmaken :ref:`voor een enkele database " -"` (hosting: Odoo Online, On-premise, en Odoo.sh) of " -":ref:`voor meerdere databases beheerd door een gebruiker ` (hosting: Odoo Online)." +msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:30 msgid "" @@ -10165,11 +10690,9 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:31 msgid "" -"You can copy the API key only at its creation, and you cannot retrieve it " -"later." +"You can copy the API key only at its creation. It is not possible to " +"retrieve it later." msgstr "" -"Je kan de API key enkel kopiëren bij het aanmaken en je kan hem later niet " -"meer ophalen." #: ../../content/applications/finance/accounting/reporting/silverfin.rst:32 msgid "If you need it again, create a new API key (and delete the old one)." @@ -10182,21 +10705,18 @@ msgid ":doc:`/developer/reference/external_api`" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:40 -msgid "One key per database" -msgstr "Één sleutel per database" +msgid "Per database" +msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:42 msgid "" -"To create a new API key valid for a single database, click on the user menu," -" then on :guilabel:`My Profile`. Under the :guilabel:`Account Security` tab," -" click on :guilabel:`New API key`, confirm your password, give a descriptive" -" name to your new key, and copy the new API key." +"To add an API key to a **single** database, connect to the database, enable " +"the :ref:`developer mode `, click on the user menu, and then" +" :guilabel:`My Profile` / :guilabel:`Preferences`. Under the " +":guilabel:`Account Security` tab, click on :guilabel:`New API Key`, confirm " +"your password, give a descriptive name to your new key, and copy the API " +"key." msgstr "" -"Om een nieuwe API key aan te maken die geldig is voor een enkele database, " -"klik op het gebruikersmenu en daarna op :guilabel:`Mijn profiel`. Onder het " -"tabblad :guilabel:`Accountveiligheid`, klik op :guilabel:`Nieuwe API key`, " -"bevestig je wachtwoord, geef een beschrijving aan je nieuwe sleutel en " -"kopieer de nieuwe API key." #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 msgid "creation of an Odoo external API key for a database" @@ -10207,26 +10727,25 @@ msgid ":ref:`api/external_api/keys`" msgstr ":ref:`api/external_api/keys`" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:56 -msgid "One key for multiple databases (fiduciaries)" -msgstr "Één sleutel voor meerdere databases (fiduciaires)" +msgid "For all databases (fiduciaries)" +msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:58 msgid "" -"To create a new API key valid for all the databases of a single user **(the " -"easiest for fiduciaries)**, navigate to `Odoo's website " +"To add an API key to **all** databases managed by a single user at the same " +"time **(the easiest method for fiduciaries)**, navigate to `Odoo's website " "`_ and sign in with your administrator account. Next," " open `your account security settings in developer mode " "`_, click on :guilabel:`New API " "Key`, confirm your password, give a descriptive name to your new key, and " "copy the new API key." msgstr "" -"Om een nieuwe API key aan te maken, die geldig is voor alle databases van " -"een gebruiker **(het makkelijkst voor fiduciares)**, ga naar `Odoo's website" -" `_ en meld je aan met je beheerdsaccount. Open " -"vervolgens `de instellingen van je accountveiligheid in ontwikkelaarsmodus " -"`_, klik op :guilabel:`Nieuwe API " -"Key`, bevestig je wachtwoord, geef een beschrijving aan je nieuwe sleutel en" -" kopieer de nieuwe API key." + +#: ../../content/applications/finance/accounting/reporting/silverfin.rst:65 +msgid "" +"Open the `database manager `_ to view all" +" databases that will be linked to the single API key." +msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 msgid "creation of an Odoo external API key for an Odoo user" @@ -10395,7 +10914,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:109 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:114 #: ../../content/applications/finance/accounting/taxes/retention.rst:70 msgid ":doc:`../taxes`" msgstr "" @@ -11268,7 +11787,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 #: ../../content/applications/finance/fiscal_localizations/chile.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:25 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 #: ../../content/applications/finance/fiscal_localizations/peru.rst:6 msgid "Introduction" msgstr "Introductie" @@ -11873,185 +12392,168 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:5 msgid "" "Default taxes and accounts are set on products and customers to create new " -"transactions on the fly. However, you might have to use different taxes and " -"record the transactions on different accounts, according to your customers' " -"and providers' localizations and business types." +"transactions on the fly. However, depending on the customers' and providers'" +" localization and business type, using different taxes and accounts for a " +"transaction might be necessary." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:9 msgid "" -"**Fiscal Positions** allow you to create *sets of rules* to automatically " -"adapt the taxes and the accounts used for a transaction." +"**Fiscal positions** allow the creation of rules to adapt the taxes and " +"accounts used for a transaction automatically." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:12 msgid "" -"Example: Belgian to Intra-Community tax mapping with Fiscal Positions in " -"Odoo Accounting" +"They can be applied :ref:`automatically `, " +":ref:`manually `, or :ref:`assigned to a partner " +"`." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:16 -msgid "They can be applied in various ways:" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:18 msgid "" -":ref:`automatically applied, based on some rules " -"`" +"Several default fiscal positions are available as part of your :ref:`fiscal " +"localization package `." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:19 -msgid ":ref:`manually applied on a transaction `" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:25 +msgid "Tax and account mapping" msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 msgid "" -":ref:`assigned to a partner, on its contact form " -"`" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:23 -msgid "" -"A few Fiscal Positions are already preconfigured on your database, as part " -"of your :ref:`fiscal localization package `." +"To edit or create a fiscal position, go to :menuselection:`Accounting --> " +"Configuration --> Fiscal Positions`, and open the entry to modify or click " +"on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:30 -msgid "Tax and Account Mapping" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:32 -msgid "" -"To edit or create a Fiscal Position, go to :menuselection:`Accounting --> " -"Configuration --> Fiscal Positions`, and open the entry you want to modify " -"or click on *Create*." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:35 msgid "" "The mapping of taxes and accounts is based on the default taxes and accounts" -" defined in the products' forms." +" defined in the product form." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:38 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:33 msgid "" -"To map to another tax or account, fill out the right column (**Tax to " -"Apply**/**Account to Use Instead**)." +"To map to another tax or account, fill out the right column (:guilabel:`Tax " +"to Apply`/ :guilabel:`Account to Use Instead`)." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:40 -msgid "" -"To remove a tax, rather than replacing it with another, leave the field " -"**Tax to Apply** empty." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's tax mapping" msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:41 -msgid "" -"To replace a tax with multiple other taxes, add multiple lines with the same" -" **Tax on Product**." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's account mapping" msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:44 +msgid "To remove a tax, leave the field :guilabel:`Tax to Apply` empty." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:45 +msgid "" +"To replace a tax with several other taxes, add multiple lines using the same" +" :guilabel:`Tax on Product`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:49 msgid "" "The mapping only works with *active* taxes. Therefore, make sure they are " "active by going to :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:50 -msgid "Automatic application" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:52 -msgid "" -"You can configure your Fiscal Positions to be applied automatically, " -"following a set of conditions." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:54 -msgid "" -"To do so, open the Fiscal Position you want to modify and click on **Detect " -"Automatically**. You can configure a few conditions:" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:57 -msgid "" -"**VAT Required**: The VAT number *must* be indicated in the customer's " -"contact form." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 -msgid "" -"**Country Group** / **Country**: The Fiscal Position is applied to these " -"countries." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 -msgid "Example of settings to apply a Fiscal Position automatically" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:65 -msgid "" -"Taxes on **eCommerce orders** are automatically updated once the visitor has" -" logged in or filled out their billing details." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:69 -msgid "" -"The Fiscal Positions' **sequence** - the order in which they are arranged - " -"defines which Fiscal Position to apply if the conditions are met in multiple" -" Fiscal Positions." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:72 -msgid "" -"For example, if the first Fiscal Position targets *country A*, and the " -"second Fiscal Position targets a *Country Group* that also comprises " -"*country A*, only the first Fiscal Position will be applied to customers " -"from *country A*." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:53 msgid "Application" msgstr "Applicatie" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:84 -msgid "Assign a Fiscal Position to a partner" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 +msgid "Automatic application" msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:86 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:60 msgid "" -"You can manually define which Fiscal Position must be used by default for a " -"specific partner." +"To automatically apply a fiscal position following a set of conditions, go " +"to :menuselection:`Accounting --> Configuration --> Fiscal Positions`, open " +"the fiscal position to modify, and tick :guilabel:`Detect Automatically`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:88 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:64 +msgid "From there, several conditions can be activated:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:66 msgid "" -"To do so, open the partner's contact form, go to the **Sales & Purchase** " -"tab, edit the **Fiscal Position** field, and click on *Save*." +":guilabel:`VAT Required`: the customer's VAT number must be present on their" +" contact form." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:67 +msgid "" +":guilabel:`Country Group` and :guilabel:`Country`: the fiscal position is " +"only applied to the selected country or country group." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position automatic application settings" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:75 msgid "" -"Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo " -"Accounting" +"Taxes on **eCommerce orders** are automatically updated once the customer " +"has logged in or filled out their billing details." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:98 -msgid "Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:100 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 msgid "" -"To manually select which Fiscal Position to use for a new Sales Order, " -"Invoice, or Bill, go to the **Other Info** tab and select the right **Fiscal" -" Position** *before* adding product lines." +"The fiscal positions' **sequence** defines which fiscal position is applied " +"if all conditions set on multiple fiscal positions are met simultaneously." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:110 -msgid ":doc:`taxcloud` (decommissioning TaxCloud integration in Odoo 17+)" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:82 +msgid "" +"For example, suppose the first fiscal position in a sequence targets " +"*country A* while the second fiscal position targets a *country group* that " +"comprises *country A*. In that case, only the first fiscal position will be " +"applied to customers from *country A*." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:111 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:89 +msgid "Manual application" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:91 +msgid "" +"To manually select a fiscal position, open a sales order, invoice, or bill, " +"go to the :guilabel:`Other Info` tab and select the desired " +":guilabel:`Fiscal Position` before adding product lines." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a sales order, invoice, or bill" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:102 +msgid "Assign to a partner" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:104 +msgid "" +"To define which fiscal position must be used by default for a specific " +"partner, go to :menuselection:`Accounting --> Customers --> Customers`, " +"select the partner, open the :guilabel:`Sales & Purchase` tab, and select " +"the :guilabel:`Fiscal Position`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a customer" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:115 +msgid ":doc:`taxcloud`" +msgstr ":doc:`taxcloud`" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:116 msgid ":doc:`B2B_B2C`" msgstr ":doc:`B2B_B2C`" @@ -15053,7 +15555,6 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:8 #: ../../content/applications/finance/fiscal_localizations/chile.rst:8 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 msgid "" "Below you can find videos with a general description of the localization, " "and how to configure it." @@ -15069,9 +15570,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:23 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "Modules installation" msgstr "" @@ -15082,7 +15582,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:28 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 #: ../../content/applications/finance/fiscal_localizations/france.rst:59 #: ../../content/applications/finance/fiscal_localizations/india.rst:18 @@ -15090,9 +15590,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:36 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:68 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:18 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:16 @@ -15157,7 +15656,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:47 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:144 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 #: ../../content/applications/finance/fiscal_localizations/peru.rst:43 msgid "Configure your company" msgstr "" @@ -16983,7 +17482,7 @@ msgid "Fiscal reports parameters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:134 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:562 #: ../../content/applications/finance/fiscal_localizations/peru.rst:226 msgid "Multicurrency" msgstr "" @@ -18221,91 +18720,92 @@ msgstr "Colombia" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:7 msgid "" -"Odoo's Colombian localization package provides accounting, fiscal and legal " -"features in Colombia such as chart of accounts, taxes and electronic " -"invoicing." +"Odoo's Colombian localization package provides accounting, fiscal, and legal" +" features for databases in Colombia – such as chart of accounts, taxes, and " +"electronic invoicing." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:10 msgid "" -"In addition, we have a series of videos covering how to start from scratch, " -"configuration, main workflows, and specific use cases." +"In addition, a series of videos on the subject is also available. These " +"videos cover how to start from scratch, set up configurations, complete " +"common workflows, and provide in-depth looks at some specific use cases as " +"well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:14 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:15 msgid "" -"`Odoo Colombian localization videos " -"`_." +"`Smart Tutorial - Colombian Localization `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:25 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:26 msgid "" ":ref:`Install ` the following modules to get all the " "features of the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 msgid ":guilabel:`Colombia - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 msgid "`l10n_co`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:38 msgid "" "Default :ref:`fiscal localization package `. " "This module adds the base accounting features for the Colombian " -"localization: chart of accounts, taxes, withholdings, identification " +"localization: chart of accounts, taxes, withholdings, and identification " "document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:40 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 msgid ":guilabel:`Colombian - Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 msgid "`l10n_co_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 msgid "" "Includes accounting reports for sending certifications to suppliers for " "withholdings applied." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 msgid ":guilabel:`Electronic invoicing for Colombia with Carvajal`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 msgid "`l10n_co_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:46 msgid "" -"This module includes the features that are required for the integration with" -" Carvajal and generates the electronic invoices and support document related" -" to the vendor bills based on |DIAN| regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:48 -msgid ":guilabel:`Colombian - Point of Sale`" +"This module includes the features required for integration with Carvajal, " +"and generates the electronic invoices and support documents related to the " +"vendor bills, based on |DIAN| regulations." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 -msgid "`l10n_co_pos`" +msgid ":guilabel:`Colombian - Point of Sale`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 -msgid "Includes Point of Sale Receipt for Colombian Localization." +msgid "`l10n_co_pos`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:53 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:51 +msgid "Includes Point of Sale receipts for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:54 msgid "" -"When a database is created from scratch selecting :guilabel:`Colombia` as " -"the country, Odoo automatically installs the base modules *Colombia - " -"Accounting* and *Colombia - Accounting Reports*." +"When `Colombia` is selected for a company's :guilabel:`Fiscal Localization`," +" Odoo automatically installs certain modules." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:58 @@ -18315,291 +18815,375 @@ msgstr "Bedrijfsconfiguratie" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:60 msgid "" "To configure your company information, go to the :menuselection:`Contacts` " -"app and search for your company. Alternatively, activate :ref:`developer " -"mode ` and navigate to :menuselection:`General Setting --> " -"Company --> Update Info --> Contact`. Then, edit the contact form to " -"configure the following information:" +"app, and search for your company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:65 -msgid ":guilabel:`Company Name`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:66 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:63 msgid "" -":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " -":guilabel:`Zip Code`." +"Alternatively, activate :ref:`developer mode ` and navigate " +"to :menuselection:`General Setting --> Company --> Update Info --> Contact`." +" Then, edit the contact form and configure the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 -msgid "" -":guilabel:`Tax ID`: When it is a `NIT`, it must have the *verification " -"digit* at the end of the ID followed by a hyphen (`-`)." +msgid ":guilabel:`Company Name`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:70 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:68 +msgid "" +":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " +":guilabel:`ZIP` code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:69 +msgid "" +":guilabel:`Identification Number`: Select the :guilabel:`Identification " +"Type` (`NIT`, `Cédula de Ciudadanía`, `Registro Civil`, etc.). When the " +":guilabel:`Identification Type` is `NIT`, the :guilabel:`Identification " +"Number` **must** have the *verification digit* at the end of the ID prefixed" +" by a hyphen (`-`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:74 msgid "" "Next, configure the :guilabel:`Fiscal Information` in the :guilabel:`Sales &" " Purchase` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:72 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:147 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:76 msgid "" ":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " -"responsibility for the company (:guilabel:`O-13` Gran Contribuyente, " -":guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, " -":guilabel:`O-47` Regimen de tributación simple, :guilabel:`R-99-PN` No " -"Aplica)." +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, `R-99-PN` No Aplica)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:75 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:173 msgid "" ":guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente* this " "option should be selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:77 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:81 msgid "" -":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company " -"(:guilabel:`IVA`, :guilabel:`INC`, :guilabel:`IVA e INC`, :guilabel:`No " -"Aplica`)" +":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:177 msgid "" ":guilabel:`Commercial Name`: If the company uses a specific commercial name," " and it needs to be displayed in the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:87 msgid "Carjaval credentials configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:85 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:89 msgid "" -"Once the modules installed, the user credentials must be configured in order" -" to connect with Carvajal Web Service. Navigate to " +"Once the modules are installed, the user credentials **must** be configured," +" in order to connect with Carvajal Web Service. To do so, navigate to " ":menuselection:`Accounting --> Configuration --> Settings` and scroll to the" " :guilabel:`Colombian Electronic Invoicing` section. Then, fill in the " "required configuration information provided by Carvajal:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:90 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 msgid "" -":guilabel:`Username` and :guilabel:`Password`: Correspond to the username " -"and password provided by Carvajal to the company." +":guilabel:`Username` and :guilabel:`Password`: Username and password " +"(provided by Carvajal) to the company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:92 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:96 msgid "" ":guilabel:`Company Registry`: Company's NIT number *without* the " "verification code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:93 -msgid ":guilabel:`Account ID`: Company ID followed by `_01`." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:97 +msgid ":guilabel:`Account ID`: Company's NIT number followed by `_01`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:98 msgid "" ":guilabel:`Colombia Template Code`: Select one of the two available " -"templates (:guilabel:`CGEN03` or :guilabel:`CGNE04`) to be used in the PDF " -"format of the electronic invoice." +"templates (`CGEN03` or `CGNE04`) to be used in the PDF format of the " +"electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +msgid "" +"Enable the :guilabel:`Test mode` checkbox to connect with the Carvajal " +"testing environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:103 +msgid "" +"Once Odoo and Carvajal are fully configured and ready for production, " +"deactivate the :guilabel:`Test mode` checkbox to use the production " +"database." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "Configure credentials for Carvajal web service in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:111 msgid "" -"Check the :guilabel:`Test mode` checkbox to connect with the Carvajal " -"testing environment. Once Odoo and Carvajal are fully configured and ready " -"for production, uncheck the :guilabel:`Test mode` checkbox to use the " -"production database." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:106 -msgid "" -":guilabel:`Test mode` must be used **only** on replicated databases, **not**" +":guilabel:`Test mode` must **only** be used on duplicated databases, **not**" " the production environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 msgid "Report data configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:117 msgid "" "Report data can be defined for the fiscal section and bank information of " "the PDF as part of the configurable information sent in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:120 msgid "" -"Navigate to :menuselection:`Accounting --> Configuration --> Settings` and " -"scroll to the :guilabel:`Colombian Electronic Invoicing` section." +"Navigate to :menuselection:`Accounting --> Configuration --> Settings`, and " +"scroll to the :guilabel:`Colombian Electronic Invoicing` section, in order " +"to find the :guilabel:`Report Configuration` fields. Here the header " +"information for each report type can be configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:121 -msgid "Master data configuration" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +msgid ":guilabel:`Gran Contribuyente`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:125 +msgid ":guilabel:`Tipo de Régimen`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:126 +msgid ":guilabel:`Retenedores de IVA`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:127 -msgid "Identification information" +msgid ":guilabel:`Autorretenedores`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:128 +msgid ":guilabel:`Resolución Aplicable`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:129 -msgid "" -"Document types defined by the |DIAN| are available on the partner form as " -"part of the Colombian localization. Colombian partners must have their " -":guilabel:`Identification Number` (VAT) and :guilabel:`Document Type` set." +msgid ":guilabel:`Actividad Económica`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:130 +msgid ":guilabel:`Bank Information`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:135 +msgid "Master data configuration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:140 +msgid "" +"Partner contacts can be created in the *Contacts* app. To do so, navigate to" +" :menuselection:`Contacts`, and click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:143 +msgid "" +"Then, name the contact, and using the radio buttons, select the contact " +"type, either :guilabel:`Individual` or :guilabel:`Company`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:146 +msgid "" +"Complete the full :guilabel:`Address`, including the :guilabel:`City`, " +":guilabel:`State`, and :guilabel:`ZIP` code. Then, complete the " +"identification and fiscal information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +msgid "Identification information" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +msgid "" +"Identification types, defined by the |DIAN|, are available on the partner " +"form, as part of the Colombian localization. Colombian partners **must** " +"have their :guilabel:`Identification Number` (VAT) and :guilabel:`Document " +"Type` set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:157 msgid "" "When the :guilabel:`Document Type` is `NIT`, the :guilabel:`Identification " -"Number` needs to be configured in Odoo, including the *verification digit*; " -"Odoo splits this number when the data to is sent to the third party." +"Number` needs to be configured in Odoo, including the *verification digit at" +" the end of the ID, prefixed by a hyphen (`-`)*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:139 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:141 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:164 msgid "" -"The partner's responsibility codes (section 53 in the RUT document) are " -"included as part of the electronic invoicing module, as it is required by " -"the |DIAN|." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:144 -msgid "" -"The required fields can be found under :menuselection:`Partner --> Sales & " -"Purchase Tab --> Fiscal Information`:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:158 -#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:771 -msgid "Products" -msgstr "Producten" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:160 -msgid "" -"In addition to adding general information (in the :guilabel:`General " -"Information` tab) on the product form, either the :guilabel:`UNSPSC " -"Category`, :guilabel:`Barcode`, or :guilabel:`Internal Reference` field must" -" also be configured." +"The partner's responsibility codes (section 53 in the :abbr:`RUT (Registro " +"único tributario)` document) are included as part of the electronic " +"invoicing module, as it is required by the |DIAN|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:167 msgid "" -"If sales transactions include products with taxes, the :guilabel:`Value " -"Type` field in the :guilabel:`Advanced Options` tab needs to be configured " -"per tax. To do so, go to :menuselection:`Accounting --> Configuration --> " -"Taxes`, and select the related tax." +"The required fields can be found under :menuselection:`Partner --> Sales & " +"Purchase Tab --> Fiscal Information section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:171 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:170 msgid "" -"Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, :guilabel:`Fuente`) " -"are also included. This configuration is used to display taxes in the " -"invoice PDF correctly." +":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, or `R-99-PN` No Aplica)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:175 +msgid "" +":guilabel:`Fiscal Regimen`: Select the tribute name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:251 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:700 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:817 +msgid "Products" +msgstr "Producten" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:183 +msgid "" +"To manage products, navigate to :menuselection:`Accounting --> Customers -->" +" Products`, then click on a product." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 +msgid "" +"When adding general information on the product form, it is required that " +"either the :guilabel:`UNSPSC Category` (:guilabel:`Accounting` tab), or " +":guilabel:`Internal Reference` (:guilabel:`General Information` tab) field " +"is configured. Be sure to :guilabel:`Save` the product once configured." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:194 +msgid "" +"To create or modify taxes, go to :menuselection:`Accounting --> " +"Configuration --> Taxes`, and select the related tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:197 +msgid "" +"If sales transactions include products with taxes, the :guilabel:`Value " +"Type` field in the :guilabel:`Advanced Options` tab needs to be configured " +"per tax. Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, " +":guilabel:`Fuente`) are also included. This configuration is used to display" +" taxes correctly in the invoice PDF." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "The ICA, IVA and Fuente fields in the Advanced Options tab in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:209 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:91 msgid "Sales journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:211 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " "electronic invoice resolution, the sales journals related to the invoice " -"documents must be updated in Odoo. To do so, navigate to " -":menuselection:`Accounting --> Configuration --> Journals`." +"documents **must** be updated in Odoo. To do so, navigate to " +":menuselection:`Accounting --> Configuration --> Journals`, and select an " +"existing sales journal, or create a new one with the :guilabel:`Create` " +"button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 -msgid "Configure the following data in the :guilabel:`Advanced Settings` tab:" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:216 +msgid "" +"On the sales journal form, input the :guilabel:`Journal Name`, " +":guilabel:`Type`, and set a unique :guilabel:`Short Code` in the " +":guilabel:`Journals Entries` tab. Then, configure the following data in the " +":guilabel:`Advanced Settings` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:188 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:220 msgid "" ":guilabel:`Electronic invoicing`: Enable :guilabel:`UBL 2.1 (Colombia)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:221 msgid "" ":guilabel:`Invoicing Resolution`: Resolution number issued by |DIAN| to the " "company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:222 msgid ":guilabel:`Resolution Date`: Initial effective date of the resolution." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:223 msgid "" ":guilabel:`Resolution end date`: End date of the resolution's validity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:224 msgid "" ":guilabel:`Range of Numbering (minimum)`: First authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:225 msgid "" ":guilabel:`Range of Numbering (maximum)`: Last authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:228 msgid "" -"The sequence and resolution of the journal must match the one configured in " -"Carvajal and the |DIAN|." +"The sequence and resolution of the journal **must** match the one configured" +" in Carvajal and the |DIAN|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:200 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:232 msgid "Invoice sequence" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 msgid "" -"The invoice sequence and prefix must be correctly configured when the first " -"document is created." +"The invoice sequence and prefix **must** be correctly configured when the " +"first document is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 msgid "" -"Odoo automatically assigns a prefix and sequence to the following documents." +"Odoo automatically assigns a prefix and sequence to the following invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:208 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 msgid "Purchase journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:242 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " -"support document related to vendor bills, the purchase journals related to " -"their supporting documents need to be updated in Odoo. The process is " +"*support document* related to vendor bills, the purchase journals related to" +" their supporting documents need to be updated in Odoo. The process is " "similar to the configuration of the :ref:`sales journals `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:249 msgid "" "The :doc:`chart of accounts " "` is " @@ -18609,59 +19193,114 @@ msgid "" "Unico de Cuentas)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 msgid "Main workflows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:262 msgid "" -"The functional workflow taking place before an invoice validation does not " -"alter the main changes introduced with the electronic invoice." +"The following is a breakdown of the main workflow for electronic invoices " +"with the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:265 +msgid "Sender creates an invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:266 +msgid "Electronic invoice provider generates the legal XML file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:267 +msgid "" +"Electronic invoice provider creates the CUFE (Invoice Electronic Code) with " +"the electronic signature." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:269 +msgid "Electronic invoice provider sends a notification to |DIAN|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:270 +msgid "|DIAN| validates the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:271 +msgid "|DIAN| accepts or rejects the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +msgid "Electronic invoice provider generates the PDF invoice with a QR code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:273 +msgid "Electronic invoice provider sends invoice to the acquirer." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +msgid "" +"Acquirer sends a receipt of acknowledgement, and accepts or rejects the " +"invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:275 +msgid "Sender downloads a :file:`.zip` file with the PDF and XML." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 +msgid "Electronic invoice workflow for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:287 +msgid "" +"The functional workflow taking place before an invoice validation does " +"**not** alter the main changes introduced with the electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:290 msgid "" "Electronic invoices are generated and sent to both the |DIAN| and customer " "through Carvajal's web service integration. These documents can be created " -"from your sales order or manually. Go to :menuselection:`Accounting --> " -"Customers --> Invoices` and configure:" +"from your sales order or manually generated. To create a new invoice, go to " +":menuselection:`Accounting --> Customers --> Invoices`, and select " +":guilabel:`Create`. On the invoice form configure the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:244 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:295 msgid ":guilabel:`Customer`: Customer's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:245 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:296 msgid ":guilabel:`Journal`: Journal used for electronic invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:246 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 msgid "" ":guilabel:`Electronic Invoice Type`: Select the type of document. By " "default, :guilabel:`Factura de Venta` is selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:248 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 msgid "" ":guilabel:`Invoice Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:250 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 msgid "When done, click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:255 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 #: ../../content/applications/finance/fiscal_localizations/india.rst:117 #: ../../content/applications/finance/fiscal_localizations/india.rst:262 #: ../../content/applications/finance/fiscal_localizations/peru.rst:385 msgid "Invoice validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 msgid "" "After the invoice confirmation, an XML file is created and sent " "automatically to Carvajal. The invoice is then processed asynchronously by " @@ -18673,26 +19312,26 @@ msgstr "" msgid "Carvajal XML invoice file in Odoo chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:264 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:316 msgid "" "The :guilabel:`Electronic Invoice Name` field is now displayed in the " -":guilabel:`EDI Documents` tab with the name of the XML file. Additionally, " +":guilabel:`EDI Documents` tab, with the name of the XML file. Additionally, " "the :guilabel:`Electronic Invoice Status` field is displayed with the " "initial value :guilabel:`To Send`. To process the invoice manually, click on" " the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:324 msgid "Reception of legal XML and PDF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:326 msgid "" -"The electronic invoice vendor (Carvajal) receives the XML file and proceeds " -"to validate its structure and information." +"The electronic invoice vendor (Carvajal) receives the XML file, and proceeds" +" to validate its structure and information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:277 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:329 msgid "" "After validating the electronic invoice, proceed to generate a legal XML " "which includes a digital signature and a unique code (CUFE), a PDF invoice " @@ -18701,166 +19340,167 @@ msgid "" ":guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:282 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:334 msgid "" -"A ZIP containing the legal electronic invoice in XML format and the invoice " -"in PDF format is downloaded and displayed in the invoice chatter:" +"A :file:`.zip` containing the legal electronic invoice (in XML format) and " +"the invoice in (PDF format) is downloaded and displayed in the invoice " +"chatter:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "ZIP file displayed in the invoice chatter in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:288 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 msgid "The electronic invoice status changes to :guilabel:`Accepted`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:291 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:335 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:346 msgid "" "The process for credit notes is the same as for invoices. To create a credit" " note with reference to an invoice, go to :menuselection:`Accounting --> " -"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note` " +"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note`, " "and complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 msgid ":guilabel:`Credit Method`: Select the type of credit method." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 msgid "" ":guilabel:`Partial Refund`: Use this option when it is a partial amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:300 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:353 msgid "" ":guilabel:`Full Refund`: Use this option if the credit note is for the full " "amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:354 msgid "" ":guilabel:`Full refund and new draft invoice`: Use this option if the credit" " note is auto-validated and reconciled with the invoice. The original " "invoice is duplicated as a new draft." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:305 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:358 msgid ":guilabel:`Reason`: Enter the reason for the credit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:359 msgid "" ":guilabel:`Reversal Date`: Select if you want a specific date for the credit" " note or if it is the journal entry date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:361 msgid "" ":guilabel:`Use Specific Journal`: Select the journal for your credit note or" " leave it empty if you want to use the same journal as the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:310 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:363 msgid "" ":guilabel:`Refund Date`: If you chose a specific date, select the date for " "the refund." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:312 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 msgid "Once reviewed, click the :guilabel:`Reverse` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:315 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:317 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 msgid "" "The process for debit notes is similar to credit notes. To create a debit " "note with reference to an invoice, go to :menuselection:`Accounting --> " "Customers --> Invoices`. On the invoice, click the :guilabel:`Add Debit " -"Note` button and complete the following information:" +"Note` button, and enter the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:321 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:374 msgid ":guilabel:`Reason`: Type the reason for the debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:322 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:375 msgid ":guilabel:`Debit note date`: Select the specific options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:323 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:376 msgid "" ":guilabel:`Copy lines`: Select this option if you need to register a debit " "note with the same lines of invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:325 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 msgid "" ":guilabel:`Use Specific Journal`: Select the printer point for your debit " "note, or leave it empty if you want to use the same journal as the original " "invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:328 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:381 msgid "When done, click :guilabel:`Create Debit Note`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:331 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:384 msgid "Support document for vendor bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:333 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:386 msgid "" "With master data, credentials, and the purchase journal configured for " -"support documents related to vendor bills, you can start using support " -"documents." +"support documents related to vendor bills, you can start using *support " +"documents*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:336 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 msgid "" "Support documents for vendor bills can be created from your purchase order " "or manually. Go to :menuselection:`Accounting --> Vendors --> Bills` and " "fill in the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:339 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:392 msgid ":guilabel:`Vendor`: Enter the vendor's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:340 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:393 msgid ":guilabel:`Bill Date`: Select the date of the bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:394 msgid "" ":guilabel:`Journal`: Select the journal for support documents related to the" " vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:342 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:395 msgid "" ":guilabel:`Invoiced Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:397 msgid "" "Once reviewed, click the :guilabel:`Confirm` button. Upon confirmation, an " "XML file is created and automatically sent to Carvajal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:405 msgid "" "During the XML validation, the most common errors are related to missing " "master data (*Contact Tax ID*, *Address*, *Products*, *Taxes*). In such " @@ -18868,7 +19508,7 @@ msgid "" " invoice status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:356 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:409 msgid "" "After the master data is corrected, it's possible to reprocess the XML with " "the new data and send the updated version, using the :guilabel:`Retry` " @@ -18879,11 +19519,11 @@ msgstr "" msgid "XML validation errors shown in the invoice chatter in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:421 msgid "Certificado de Retención en ICA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:423 msgid "" "This report is a certification to vendors for withholdings made for the " "Colombian Industry and Commerce (ICA) tax. The report can be found under " @@ -18895,11 +19535,11 @@ msgstr "" msgid "Certificado de Retención en ICA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:432 msgid "Certificado de Retención en IVA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:380 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:434 msgid "" "This report issues a certificate on the amount withheld from vendors for VAT" " withholding. The report can be found under :menuselection:`Accounting --> " @@ -18910,11 +19550,11 @@ msgstr "" msgid "Certificado de Retención en IVA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:388 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:443 msgid "Certificado de Retención en la Fuente" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:390 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:445 msgid "" "This certificate is issued to partners for the withholding tax that they " "have made. The report can be found under :menuselection:`Accounting --> " @@ -23107,50 +23747,58 @@ msgstr "" msgid "Mexico" msgstr "Mexico" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:22 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 +msgid "" +"A video on the Mexican localization is also available. This video covers how" +" to implement this localization from scratch, including how to set up the " +"configurations, how to complete common workflows, and provides an in-depth " +"look at several specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:24 msgid "" "`Video webinar of a complete demo " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:29 msgid "" -"Odoo users in Mexico have access to a set of modules that allow them to sign" -" electronic invoices according to the specifications of the |SAT| for " -"`version 4.0 of the CFDI " -"`_" -" , a legal requirement as of January 1, 2022." +"The Odoo Mexican localization modules allow for the signing of electronic " +"invoices, according to the specifications of the |SAT| for `version 4.0 of " +"the CFDI `_, " +"a legal requirement, as of January 1, 2022. These modules also add relevant " +"accounting reports (such as: the |DIOT|, enables foreign trade, and the " +"creation of delivery guides)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:32 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 msgid "" -"These modules also add relevant accounting reports (such as the |DIOT|, " -"enable foreign trade, and the creation of delivery guides)." +"In order to electronically sign any documents in Odoo, ensure the *Sign* " +"application is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:39 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 msgid "Requirements" msgstr "Vereisten" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:41 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:45 msgid "" -"Before making the necessary configurations to have the Mexican localization " -"installed in Odoo, it is necessary to meet the following requirements:" +"It is necessary to meet the following requirements before configuring the " +"Mexican localization modules in Odoo:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:46 -msgid "" -"Be registered in the |SAT|, with a valid :abbr:`RFC (Registro Federal de " -"Contribuyentes)`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:50 +msgid "Be registered in the |SAT|, with a valid |RFC|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:47 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:51 msgid "" "Have a `Certificate of Digital Seal `_ (CSD)." +"programas/ certificado-de-sello-digital>`_ (CSD)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:49 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 msgid "" "Choose a PAC (Proveedor Autorizado de Certificación / Authorized " "Certification Provider). Currently, Odoo works with the following |PAC|\\s: " @@ -23159,362 +23807,371 @@ msgid "" "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "" "Have knowledge and experience with billing, sales, and accounting in Odoo. " -"This documentation contains only the necessary information to use Odoo." +"This documentation **only** contains the necessary information needed to use" +" Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:59 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 +msgid "Installing modules" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:63 msgid "" -":ref:`Install ` the following modules to get the main " -"features of the Mexican localization:" +":ref:`Install ` the following modules to get all the " +"features of the Mexican localization. The :doc:`Accounting <../accounting>` " +"and *Contacts* modules are required to be installed for this configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:69 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:74 msgid ":guilabel:`Mexico - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:70 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 msgid "`l10n_mx`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 msgid "" -"The default :doc:`fiscal localization package " -"`, adds accounting " -"characteristics for the Mexican localization, such as the most common taxes " -"and the chart of accounts based on `the SAT account grouping code " +"The default :doc:`fiscal localization package <../fiscal_localizations>`, " +"adds accounting characteristics for the Mexican localization, such as: the " +"most common taxes and the chart of accounts – based on `the SAT account " +"grouping code " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:80 msgid ":guilabel:`EDI for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:81 msgid "`l10n_mx_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:77 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 msgid "" "Includes all the technical and functional requirements to generate and " "validate :doc:`Electronics Documents " -"`, " -"based on the technical documentation published by the SAT. This allows you " -"to send invoices (with or without addendas) and payment complements to the " +"<../accounting/customer_invoices/electronic_invoicing>` — based on the " +"technical documentation published by the |SAT|. This allows you to send " +"invoices (with or without addedums) and payment complements to the " "government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:86 msgid ":guilabel:`EDI v4.0 for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:83 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 msgid "`l10n_mx_edi_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:84 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:88 msgid "" "Necessary to create XML documents with the correct specifications of the " "CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:89 +msgid ":guilabel:`Odoo Mexican Localization Reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 +msgid "`l10n_mx_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 msgid "" -"When you install a database from scratch by selecting :guilabel:`Mexico` as " +"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " +"Balance, and |DIOT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:93 +msgid ":guilabel:`Mexico - Localization Reports for Closing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 +msgid "`l10n_mx_reports_closing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 +msgid "" +"Necessary to create the Closing Entry (Also known as the *month 13th move*)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:96 +msgid ":guilabel:`Odoo Mexican XML Polizas Export`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:97 +msgid "`l10n_mx_xml_polizas`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 +msgid "" +"Allows the export of XML files of Journal Entries for a compulsory audit." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 +msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 +msgid "`l10n_mx_xml_polizas_edi`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 +msgid "Complements the module `l10n_mx_xml_polizas`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:104 +msgid "" +"When installing a database from scratch and selecting :guilabel:`Mexico` as " "the country, Odoo automatically installs the following modules: " ":guilabel:`Mexico - Accounting`, :guilabel:`EDI for Mexico`, and " ":guilabel:`EDI v4.0 for Mexico`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 -msgid "" -"The following modules are needed to add Mexico's Electronic Accounting. They" -" require the :doc:`Accounting ` module to " -"be installed." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 -msgid ":guilabel:`Odoo Mexican Localization Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:102 -msgid "`l10n_mx_reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:103 -msgid "" -"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " -"Balance, and DIOT." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:105 -msgid ":guilabel:`Mexico - Localization Reports for Closing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:106 -msgid "`l10n_mx_reports_closing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:107 -msgid "" -"Necessary to create the Closing Entry (Also known as the month 13th move)." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:108 -msgid ":guilabel:`Odoo Mexican XML Polizas Export`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:109 -msgid "`l10n_mx_xml_polizas`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:110 -msgid "" -"Lets you export XML files of your Journal Entries for a compulsory audit." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:111 -msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:112 -msgid "`l10n_mx_xml_polizas_edi`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:113 -msgid "Complements the module `l10n_mx_xml_polizas`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 msgid "" "The following modules are optional. It's recommended to install them *only* " -"if you meet a specific requirement. Make sure that they are needed for your " +"if meeting a specific requirement. Make sure that they are needed for the " "business." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:118 msgid ":guilabel:`EDI for Mexico (Advanced Features)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:119 msgid "`l10n_mx_edi_extended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 msgid "" "Adds the external trade complement to invoices: A legal requirement for " "selling products to foreign countries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 msgid ":guilabel:`EDI v4.0 for Mexico (COMEX)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 msgid "`l10n_mx_edi_extended_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 msgid "Adapts the module `l10n_mx_edi_extended` for CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 msgid ":guilabel:`Mexico - Electronic Delivery Guide`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 msgid "`l10n_mx_edi_stock`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 msgid "" -"Lets you create a \"Carta Porte\": a bill of lading that proves to the " +"Lets you create a *Carta Porte*: A bill of lading that proves to the " "government you are sending goods between A & B with a signed electronic " "document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:136 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 msgid ":guilabel:`Electronic Delivery Guide for Mexico CFDI 4.0`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 msgid "`l10n_mx_edi_stock_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:138 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 msgid "Adapts the module `l10n_mx_edi_stock` for CFDI 4.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 msgid ":guilabel:`Odoo Mexico Localization for Stock/Landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:140 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 msgid "`l10n_mx_edi_landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 msgid "" "Allows managing customs numbers related to landed costs in electronic " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 msgid "" -"After installing the correct modules, you must verify that the company is " -"configured with the correct data. To do so, go to :menuselection:`Settings " -"--> General Settings --> Companies` and select :guilabel:`Update Info` under" -" your company name." +"After installing the correct modules, the next step is to verify that your " +"company is configured with the correct data. To do so, go to " +":menuselection:`Settings --> General Settings --> Companies`, and select " +":guilabel:`Update Info` under your company name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:150 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:143 msgid "" -"Enter your full :guilabel:`Address` in the resulting form including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +"Enter the full :guilabel:`Address` in the resulting form, including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:153 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 msgid "" -"According to the requirements of the CFDI 4.0, the name of your main contact" -" must coincide to your business name registered in the SAT without the legal" -" entity abbreviation." +"According to the requirements of the CFDI 4.0, the name of the main company " +"contact **must** coincide with your business name registered in the |SAT|, " +"without the legal entity abbreviation." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Requirements for a correct invoicing." +msgid "Main company contact requirements for a correct invoicing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:160 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:154 msgid "" -"From a legal point of view, a Mexican company must use the local currency " -"(MXN). Therefore, Odoo does not provide features to manage an alternative " -"configuration. If you want to manage another currency, let MXN be the " -"default currency and use a :doc:`pricelist " -"` instead." +"From a legal point of view, a Mexican company **must** use the local " +"currency (MXN). Therefore, Odoo does not provide features to manage an " +"alternative configuration. If you want to manage another currency, let MXN " +"be the default currency and use a :doc:`pricelist " +"<../../sales/sales/products_prices/prices/pricing>`, instead." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:165 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:159 msgid "" "Next, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing" -" (MX) --> Fiscal Regime`, and select the regime that applies to your company" -" from the drop-down list." +" (MX) --> Fiscal Regime`, then select the regime that applies to your " +"company from the drop-down list, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Fiscal regime configuration." +msgid "Fiscal regime configuration in the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:168 msgid "" -"If you want to test the Mexican localization, you can configure the company " -"with a real address within Mexico (including all fields), add `EKU9003173C9`" -" as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " +"If you want to test the Mexican localization, the company can be configured " +"with a real address within Mexico (including all fields), and add " +"`EKU9003173C9` as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " ":guilabel:`Company Name`. For the :guilabel:`Fiscal Regime`, use " ":guilabel:`General de Ley Personas Morales`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:178 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:623 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:653 msgid "Contacts" msgstr "Contacten" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:180 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:176 msgid "" "To create a contact that can be invoiced, go to :menuselection:`Contacts -->" -" Create`. Then enter the contact's name, full :guilabel:`Address` including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +" Create`. Then, enter the contact name, full :guilabel:`Address` including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:185 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:181 msgid "" "As with your own company, all of your contacts needs to have their correct " "business name registered in the |SAT|. This also applies to the " -":guilabel:`Fiscal Regime` which needs to be added in the :guilabel:`MX EDI` " -"tab." +":guilabel:`Fiscal Regime`, which needs to be added in the :guilabel:`MX EDI`" +" tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:188 msgid "" "Some additional configurations for factor type and tax objects need to be " "added to the sales taxes in order to properly sign invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:196 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 msgid "Factor type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:198 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:194 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Taxes` then enable " -"the :guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab " -"for all records with the :guilabel:`Tax Type` set as :guilabel:`Sales`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:202 -msgid "" -"This is pre-loaded in the default taxes. If new ones are created, you need " -"to make sure to fill this field." +"The *Factor Type* field is pre-loaded in the default taxes. If new taxes are" +" created, you need to make sure to configure this field. To do so, go to " +":menuselection:`Accounting --> Configuration --> Taxes`, then enable the " +":guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab for " +"all records, with the :guilabel:`Tax Type` set as :guilabel:`Sales`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes configuration." +msgid "Factor Type Sales tax type configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:209 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 msgid "" -"Mexico manages two different kinds of 0% VAT: *0% VAT* and *VAT Exempt*. For" -" the former, select the :guilabel:`Factor Type` :guilabel:`Tasa`. For the " -"latter, use :guilabel:`Exento`." +"Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:213 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:206 +msgid "*0% VAT* set the :guilabel:`Factor Type` as :guilabel:`Tasa`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 +msgid "*VAT Exempt* set the :guilabel:`Factor Type` as :guilabel:`Exento`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:210 msgid "Tax object" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:215 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:212 msgid "" -"One requirement of the CFDI 4.0 is that the resulting XML file needs or does" -" not need to break down the taxes of the operation. There are three " -"different possible values that are added depending on specific " -"configurations:" +"One requirement of the CFDI 4.0 is that the resulting XML file needs (or " +"does not need) to break down the taxes of the operation. There are three " +"different possible values that are added in the XML file:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 +msgid "" +"`01`: Not subject to tax - this value is added automatically if your invoice" +" line doesn't contain any taxes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:218 +msgid "" +"`02`: Subject to tax - this is the default configuration of any invoice line" +" that contains taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 -msgid "`01`: Not subject to tax - your invoice must not contain any taxes." +msgid "" +"`03`: Subject to tax and not forced to break down - this value can be " +"triggered on-demand for certain customers to replace the value 02." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:220 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:222 msgid "" -"`02`: Subject to tax - your invoice contains taxes (default configuration)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:221 -msgid "" -"`03`: Subject to tax and not forced to breakdown - your invoice contains " -"taxes, and the contact configuration has the :guilabel:`No Tax Breakdown` " -"checkbox activated." +"To use the `03` value, navigate to :menuselection:`Contacts --> your " +"customer's invoice --> MX EDI tab`, and activate the :guilabel:`No Tax " +"Breakdown` checkbox." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Tax Breakdown SAT." +msgid "No Tax Breakdown option on the MX EDI tab of the customer's invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:228 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:230 msgid "" -"The :guilabel:`No Tax Breakdown` value applies only to specific fiscal " -"regimes and/or taxes. Consult your accountant first if it is needed for your" -" business before doing any modification." +"The :guilabel:`No Tax Breakdown` value applies **only** to specific fiscal " +"regimes and/or taxes. Consult your accountant first to see if it is needed " +"for your business before making any modification." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:232 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:235 msgid "Other tax configurations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:234 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:237 msgid "" "When registering a payment, Odoo will carry out the movement of taxes from " "the *Cash Basis Transition Account* to the account set in the " @@ -23523,227 +24180,238 @@ msgid "" "journal entry when reclassifying taxes. **Do not delete this account**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:239 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:242 msgid "" -"If you create a new tax, you need to add the correct :guilabel:`Tax Grids` " -"for it (`IVA`, `ISR` or `IEPS`). Odoo only supports these three groups of " -"taxes." +"If you create a new tax in :menuselection:`Accounting --> Configuration --> " +"Taxes`, you need to add the correct :guilabel:`Tax Grids` for it (`IVA`, " +"`ISR` or `IEPS`). Odoo **only** supports these three groups of taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes accounts." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:248 -msgid "" -"To configure products, go to the :guilabel:`Accounting` tab, and in the " -":guilabel:`UNSPSC Product Category` field, select the category that " -"represents that product. The process can be done manually or through :doc:`a" -" bulk import `." +msgid "Tax accounts available for Odoo." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:253 msgid "" -"All products need to have a |SAT| code associated with them in order to " +"To configure products, go to :menuselection:`Accounting --> Customers --> " +"Products`, then select a product to configure, or :guilabel:`Create` a new " +"one. In the :guilabel:`Accounting` tab, and in the :guilabel:`UNSPSC Product" +" Category` field, select the category that represents the product. The " +"process can be done manually, or through :doc:`a bulk import " +"<../../general/export_import_data>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:259 +msgid "" +"All products need to have an |SAT| code associated with them in order to " "prevent validation errors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:257 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Elektronische facturatie" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:260 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:266 msgid "PAC credentials" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:262 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 msgid "" "After you have processed your `Private Key (CSD) " "`_ with the |SAT|, you must register " +"traves-de-la-aplicacion- certifica>`_ with the |SAT|, you **must** register " "directly with the :ref:`PAC ` of your choice before you " "start creating invoices from Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:267 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:273 msgid "" -"Once you created your account with any of these providers, go to " +"Once you've created your account with any of these providers, go to " ":menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. " "Under the :guilabel:`MX PAC` section, enter the name of your |PAC| with your" " credentials (:guilabel:`PAC username` and :guilabel:`PAC password`)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "PAC credentials." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:275 -msgid "" -"If you do not have credentials and want to test the electronic invoicing, " -"you can activate the :guilabel:`Test Environment` checkbox and select " -":guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " -"username or password." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:280 -msgid ".cer and .key certificates" +msgid "Configuring PAC credentials from the Accounting settings." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:282 msgid "" -"You need to upload the `digital certificates of the company " +"If you do not have credentials, but want to test the electronic invoicing, " +"you can activate the :guilabel:`MX PAC test environment` checkbox, and " +"select :guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " +"username or password for a test environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:287 +msgid ".cer and .key certificates" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:289 +msgid "" +"The `digital certificates of the company " "`_ " -"within the section :guilabel:`MX Certificates`. Select :guilabel:`Add a " -"line` and a window will open. Click on :guilabel:`Create`, and from there " -"upload your digital certificate (:file:`.cer` file), your key (:file:`.key` " -"file), and your password. To finish, click on :guilabel:`Save and Close`." +"must be uploaded within the :guilabel:`MX Certificates` section. To do so, " +"navigate to :menuselection:`Settings --> Accounting --> Electronic Invoicing" +" (MX)`. Under the :guilabel:`MX Certificates` section, select :guilabel:`Add" +" a line`, and a window will open. Click :guilabel:`Create`, and from there, " +"upload your digital :guilabel:`Certificate` (:file:`.cer` file), your " +":guilabel:`Certificate Key` (:file:`.key` file), and your " +":guilabel:`Certificate Password`. To finish, click on :guilabel:`Save & " +"Close`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Certificate and key." +msgid "Certificate and key upload inputs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:292 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 msgid "" "If you still do not have one of the contracted |PAC|\\s and you want to test" -" electronic invoicing you can use the following |SAT| test certificates:" +" electronic invoicing, you can use the following |SAT| test certificates:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:295 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:306 msgid ":download:`Certificate `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:296 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 msgid ":download:`Certificate Key `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:297 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:308 msgid "**Password**: ``12345678a``" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:311 msgid "Workflows" msgstr "Workflows" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:305 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:316 msgid "" "The invoicing process in Odoo is based on `Annex 20 " "`_ version" " 4.0 of electronic invoicing of the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:312 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:323 msgid "" "To start invoicing from Odoo, a customer invoice must be created using the " -":doc:`standard invoicing flow " -"`." +":doc:`standard invoicing flow <../accounting/customer_invoices>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:315 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:326 msgid "" -"When the document is in draft mode, you can make any changes to it (add the " -"correct :guilabel:`Payment Way` or :guilabel:`Usage` that the customer might" -" require, for example.)" +"While the document is in draft mode, changes can be made to it (the correct " +":guilabel:`Payment Way` or :guilabel:`Usage` that the customer might require" +" can be added, for example.)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:318 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:329 msgid "" "After you :guilabel:`Confirm` the customer invoice, a blue message appears " "stating: :guilabel:`The invoice will be processed asynchronously by the " -"following E-invoicing service: CFDI (4.0)`. Pressing the :guilabel:`Process " -"Now` button sends the document to be signed by the government. On success, " -"the :guilabel:`Fiscal Folio` field appears on the document and the XML file " -"is attached in the chatter." +"following E-invoicing service: CFDI (4.0)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:325 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:332 msgid "" -"If you press :guilabel:`Retry` in the field :guilabel:`SAT status` of the " -"invoice, you can confirm if the XML file is valid in the SAT." +"Pressing the :guilabel:`Process Now` button sends the document to the " +"government so it can be signed. After receiving the signed document back " +"from the government, the :guilabel:`Fiscal Folio` field appears on the " +"document, and the XML file is attached in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:328 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +msgid "" +"If you click :guilabel:`Retry` in the :guilabel:`SAT status` field on the " +"invoice, you can confirm if the XML file is valid in the |SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:340 msgid "" "If you are in a testing environment, you will always receive the message " ":guilabel:`Not Found`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:330 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:342 msgid "" -"To send the signed invoice to your client by mail, you can send the XML " -"together with the PDF file directly from Odoo by clicking the " -":guilabel:`Send and Print` button. You can also download the PDF file to " -"your computer by clicking the :guilabel:`Print` button and selecting the " -"desired option." +"To send the signed invoice to your client by mail, you can send both the XML" +" and PDF files together, directly from Odoo, by clicking the :guilabel:`Send" +" & Print` button. You can also download the PDF file to your computer, by " +"clicking the :guilabel:`Print` button, and selecting the desired print " +"option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 msgid "" "While an invoice is a document type \"I\" (Ingreso), a credit note is a " "document type \"E\" (Egreso)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:339 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:352 msgid "" "The only addition to the :doc:`standard flow for credit notes " -"` is that, " -"as a requirement of the SAT, there has to be a relation between a credit " -"note and an invoice through the fiscal folio." +"<../accounting/customer_invoices/credit_notes>` is that, as a requirement of" +" the |SAT|, there has to be a relation between a credit note and an invoice " +"through the fiscal folio." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:343 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 msgid "" -"Because of this, the field :guilabel:`CFDI Origin` adds this relation with a" -" `01|`, followed by the fiscal folio of the original invoice." +"Because of this requirement, the field :guilabel:`CFDI Origin` adds this " +"relation with a `01|`, followed by the fiscal folio of the original invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Creating a credit note." +msgid "Example CFDI Origin number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 msgid "" -"For the :guilabel:`CFDI Origin` field to be added automatically, use the " -"button :guilabel:`Add Credit Note` from the invoice instead of creating it " +"For the :guilabel:`CFDI Origin` field to be automatically added, use the " +":guilabel:`Add Credit Note` button from the invoice, instead of creating it " "manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:354 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 msgid "Payment complements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:357 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:371 msgid "Payment policy" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:359 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:373 msgid "" -"One of the additions of the Mexican Localization is the field " -":guilabel:`Payment Policy`. `According to the SAT documentation " +"One addition of the Mexican localization is the :guilabel:`Payment Policy` " +"field . `According to the SAT documentation " "`_, there may be 2 types of payments:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:365 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:378 msgid "" "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or " "Deferred)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:367 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 msgid "" "The difference lies in the *Due Date* or *Payment Terms* of the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:382 msgid "" -"To configure |PUE| invoices, you must select an invoice :guilabel:`Due Date`" -" within the same month or choose a payment term that does not imply changing" +"To configure |PUE| invoices, navigatge to :menuselection:`Accounting --> " +"Customers --> Invoices`, and either select an invoice :guilabel:`Due Date` " +"within the same month, or choose a payment term that does not imply changing" " the due month (immediate payment, 15 days, 21 days, all falling within the " "current month)." msgstr "" @@ -23752,713 +24420,708 @@ msgstr "" msgid "Example of an invoice with the PUE requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 msgid "" -"Some :guilabel:`Payment Terms` are already installed by default. You can " -"check them in :menuselection:`Accounting --> Configuration --> Payment " +"Some :guilabel:`Payment Terms` are already installed by default, and can be " +"managed from :menuselection:`Accounting --> Configuration --> Payment " "Terms`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:395 msgid "" -"To configure |PPD| invoices, you need to choose a :guilabel:`Due Date` after" -" the first day of the following month (this also applies if your " -":guilabel:`Payment Term` is due in the following month)." +"To configure |PPD| invoices, navigate to :menuselection:`Accounting --> " +"Customers --> Invoices`, and select an invoice with a :guilabel:`Due Date` " +"after the first day of the following month. This also applies if your " +":guilabel:`Payment Term` is due in the following month." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PPD requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:387 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:404 msgid "" "Because the |PPD| policy implies that an invoice is not going to get paid at" " the moment, the correct :guilabel:`Payment Way` for the |PPD| invoices is " ":guilabel:`99 - Por Definir` (To define)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 msgid "Payment flow" msgstr "Betaal flow" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:394 -msgid "" -"In both cases, the payment process in Odoo :doc:`is the same " -"`, the main difference " -"would be that payments related to |PPD| invoices trigger the creation of a " -"document type \"P\" (Pago)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:398 -msgid "" -"If a payment is related to a |PUE| invoice, it can be registered with the " -"wizard and be associated with the corresponding invoice. Its status will be " -":guilabel:`In Payment` since the payment is effectively validated when it is" -" bank reconciled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:405 -msgid "" -"While this process is the same for PPD invoices, the addition of the " -"creation of an :doc:`electronic document " -"` " -"means that some additional requirements are needed to correctly send the " -"document to the SAT." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 -msgid "" -"You need to confirm the specific :guilabel:`Payment Way` where you received " -"the payment. Because of this, this field cannot be :guilabel:`99 - Por " -"Definir` (To Define)." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:411 msgid "" -"If you are going to add a bank account to the customer in the " -":guilabel:`Accounting` tab of their contact, it needs to have a valid " -"number." +"In both cases, the payment process in Odoo :doc:`is the same " +"<../accounting/customer_invoices>`, the main difference being payments " +"related to |PPD| invoices trigger the creation of a document type \"P\" " +"(Pago)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:415 msgid "" +"If a payment is related to a |PUE| invoice, it can be registered with the " +"wizard, and be associated with the corresponding invoice. To do so, navigate" +" to :menuselection:`Accounting --> Customers --> Invoices`, and select an " +"invoice. Then, click the :guilabel:`Register Payment` button. The invoice " +"status changes to :guilabel:`In Payment`, since the payment is effectively " +"validated when it is bank reconciled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:422 +msgid ":doc:`../accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:424 +msgid "" +"While this process is the same for PPD invoices, the addition of the " +"creating an :doc:`electronic document " +"<../accounting/customer_invoices/electronic_invoicing>` means some " +"additional requirements are needed to correctly send the document to the " +"|SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:428 +msgid "" +"From an invoice, you need to confirm the specific :guilabel:`Payment Way` " +"where you received the payment. Because of this, the :guilabel:`Payment Way`" +" field **cannot** be set as `99 - Por Definir (To Define)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:432 +msgid "" +"If you are going to add a bank account number in the :guilabel:`Accounting` " +"tab of a customer's contact card, it must have a valid account number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:436 +msgid "" "The exact configurations are in the `Anexo 20 of the SAT " "`_. " "Usually, the :guilabel:`Bank Account` needs to be 10 or 18 digits for " "transfers, 16 for credit or debit cards." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:419 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 msgid "" "If a payment is related to a signed invoice with the :guilabel:`Payment " "Policy` `PPD`, Odoo generates the corresponding payment complement " -"automatically once you press :guilabel:`Process Now`." +"automatically, once you click :guilabel:`Process Now`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "CFDI (4.0) E-invoicing service process payment now message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:426 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 msgid "" -"A payment in MXN cannot be used to pay multiple invoices in USD. Rather, the" -" payment should be separated into multiple payments created using the " +"A payment in MXN **cannot** be used to pay multiple invoices in USD. " +"Instead, the payment should be separated into multiple payments, using the " ":guilabel:`Register Payment` button on the corresponding invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:431 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:454 msgid "Invoice cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:433 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 msgid "" -"It is possible to cancel the EDI documents sent to the SAT. According to the" -" `Reforma Fiscal 2022 `_, since January 1st 2022, there are two requirements for " -"this:" +"It is possible to cancel the EDI documents sent to the |SAT|. According to " +"the `Reforma Fiscal 2022 `_, since January 1st, 2022, there are two " +"requirements for this:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:437 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 msgid "" -"With all cancellation requests, you have to specify a *cancellation reason*." +"With all cancellation requests, you **must** specify a *cancellation " +"reason*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:438 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:461 msgid "" -"After 24 hours have passed, the client must be asked to accept the " -"cancellation." +"After 24 hours have passed since the creation of the invoice, the client " +"**must** be asked to accept the cancellation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:464 msgid "" "There are four different cancellation reasons. In Odoo, you can cancel " "invoices with the reasons *01 Invoices sent with errors with a relation*, " "and *02 Invoices sent with errors without a relation*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:444 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:467 +msgid "" +"The following sections break down the process of canceling invoices for each" +" cancellation reason in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:471 +msgid "" +"Odoo has certain limitations to canceling invoices in the |SAT|: The reasons" +" 03 and 04 (*Operation did not take place* and *Nominative transactions " +"related to a global invoice*, respectively) are not currently supported by " +"Odoo. For this, you need to cancel the invoice directly in the |SAT|, and " +"press :guilabel:`Retry` in the :guilabel:`SAT Status field`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 msgid "01 - invoices sent with errors with a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:446 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 msgid "" -"This cancellation motive has to be used when a new invoice needs to " -"substitute the original one, due to an error in any field." +"This cancellation reason must be used when a new invoice needs to substitute" +" the original one, due to an error in any field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 -msgid "Copy the :guilabel:`Fiscal Folio` of the *old invoice*" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:450 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 msgid "" -"Paste it into the field :guilabel:`CFDI Origin` of the *new invoice*, " -"followed by a `04|`" +"Begin by navigating to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. Copy the :guilabel:`Fiscal Folio` " +"from the old invoice. Then, navigate to the new invoice, and in the " +":guilabel:`CFDI Origin` field, add the value `04|` and paste the " +":guilabel:`Fiscal Folio` of the old invoice after the value. Finally, sign " +"the new document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:451 -msgid "Sign the new document." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:487 +msgid "" +"Next, navigate back to the old invoice, and notice the " +":guilabel:`Substituted By` field is now available. Click the " +":guilabel:`Request EDI Cancellation` button on the old invoice, and then " +"click :guilabel:`Process Now` in the blue section that appears. The invoice " +"status changes to :guilabel:`Canceled`, and a confirmation is logged in the " +"chatter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 +msgid "" +"Now, the invoice should be canceled in the |SAT| as well. You can confirm " +"this was done correctly, by pressing :guilabel:`Retry` in the |SAT| status " +"field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:495 +msgid "" +"If the document was canceled more than 24 hours after its creation, you may " +"need to ask the client to accept the cancellation in their “Buzón " +"Tributario” directly from the `SAT website `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 +msgid "" +"The `04|` is only a code that helps Odoo to perform this process. It has no " +"relation to the method 04 reason for cancellation." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Old invoice with CFDI Origin." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 -msgid "" -"Go back to the *old invoice*, the field :guilabel:`Substituted By` should " -"appear." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:457 -msgid "Click the :guilabel:`Request EDI Cancellation` button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:458 -msgid "" -"As if it were a regular invoice, a blue field then appears on the invoice. " -"Click :guilabel:`Process Now`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 -msgid "" -"The invoice status is moved to :guilabel:`Cancelled` and you receive a " -"confirmation in the chatter." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 01 properly canceled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:466 msgid "" -"Now, the invoice should be canceled in the SAT too. You can confirm that " -"this was done correctly by pressing :guilabel:`Retry` in the SAT status " -"field." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:469 -msgid "" -"If the document was canceled after 24 hours, it is possible that the client " -"must be asked to accept the cancellation in their \"Buzón Tributario\"." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:473 -msgid "" -"The `04|` is only a code that helps Odoo to perform this process. It has no " -"relation to the method 04 reason for cancellation." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 -msgid "02 - invoices sent with errors without a relation" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 -msgid "" -"This cancellation motive has to be used when an invoice was sent with an " -"error in any field and does not need to be replaced by another one." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 -msgid "" -"For this case, all that is required is to click on :guilabel:`Request EDI " -"Cancellation`, and then press click the :guilabel:`Process Now` button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 02 properly canceled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:488 -msgid "" -"As the field :guilabel:`Substituted By` does not exist, the SAT should " -"detect automatically that the cancellation reason is 02." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 -msgid "" -"Odoo has certain limitations to canceling invoices in the SAT: The reasons " -"03 and 04 (*Operation did not take place* and *Nominative transactions " -"related to a global invoice*) are not currently supported by Odoo. For this," -" you need to cancel the invoice directly in the SAT and use a *Server " -"Action*." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:498 -msgid "Payment cancellations" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 -msgid "" -"It is also possible to cancel *Payment Complements*. For this, go to the " -"payment and select :guilabel:`Request EDI Cancellation`. As with invoices, a" -" blue button will appear. Select :guilabel:`Process now`, and the document " -"will be sent to the SAT. After a few seconds, you can press " -":guilabel:`Retry` to confirm the current SAT status." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:505 -msgid "The payment moves their status to :guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:508 -msgid "" -"Just like invoices, when you create a new *Payment Complement*, you can add " -"the relation of the original document by adding a `04|` plus the fiscal " -"folio." +"Invoice with the Substituted By field referencing the CFDI Origin invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:512 -msgid "Invoicing special use cases" +msgid "02 - invoices sent with errors without a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:515 -msgid "CFDI to public" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:514 +msgid "" +"This cancellation reason has to be used when an invoice was sent with an " +"error in any field, and does not need to be replaced by another one." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:517 msgid "" +"For this case, navigate to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. From here, the only requirement is to" +" click the :guilabel:`Request EDI Cancellation` button, and then click the " +":guilabel:`Process Now` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:521 +msgid "" +"Because the field :guilabel:`Substituted By` does not appear when using this" +" cancellation reason, the |SAT| should automatically detect that the " +"cancellation reason is 02." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:525 +msgid "Payment cancellations" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:527 +msgid "" +"It is also possible to cancel *Payment Complements*. For this, go to the " +"payment, via :menuselection:`Accounting --> Customers --> Payments`, and " +"select :guilabel:`Request EDI Cancellation`. As with invoices, a blue button" +" will appear. Click :guilabel:`Process now`, and the document will be sent " +"to the |SAT|. After a few seconds, you can click :guilabel:`Retry` to " +"confirm the current |SAT| status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:536 +msgid "" +"Just like invoices, when you create a new *Payment Complement*, you can add " +"the relation of the original document, by adding a `04|` plus the fiscal " +"folio in the :guilabel:`CFDI Origin` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:540 +msgid "Invoicing special use cases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:543 +msgid "CFDI to public" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:545 +msgid "" "If the customer you are selling goods or services to does not require an " "invoice, a *CFDI to Public* has to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:520 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:548 msgid "" -"However, if you use the name `PUBLICO EN GENERAL`, an error will be " -"triggered. This is a main change in the CFDI 4.0 that states that invoices " -"with that specific name needs additional fields." +"If you use the :guilabel:`Customer` name `PUBLICO EN GENERAL`, an error will" +" be triggered. This is a main change in the CFDI 4.0 that requires invoices " +"with that specific name to need additional fields, which Odoo does not " +"currently support. So, for a *CFDI to Public* to be created, you need to add" +" any name to your customer that is **not** `PUBLICO EN GENERAL`. (For " +"example: `CLIENTE FINAL`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:523 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:553 msgid "" -"Odoo currently does not support this. So for a *CFDI to Public* to be " -"created, you need to add any name to your customer that is not `PUBLICO EN " -"GENERAL`. (For example `CLIENTE FINAL`)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:526 -msgid "" -"In addition to this, the zip code of your company, and the generic " -":guilabel:`RFC` ``XAXX010101000`` are needed. The :guilabel:`Fiscal Regime` " -"of your customer must be `Sin obligaciones fiscales`." +"In addition to this, it is required that the :guilabel:`ZIP` code of your " +"company is added, the generic |RFC| is set as `XAXX010101000`, and the " +":guilabel:`Fiscal Regime` of your customer must be set as: `Sin obligaciones" +" fiscales`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "CFDI to Public Error." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:535 -msgid "" -"The main currency in Mexico is MXN. While this is mandatory for all Mexican " -"companies, it is possible to send and receive invoices and payments in " -"different currencies. To do this, you can enable the use of " -":doc:`multicurrency " -"`. And select " -":guilabel:`Mexican Bank` as the service in :menuselection:`Accounting --> " -"Settings --> Currency`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:541 -msgid "" -"This way, in the XML file of the document you get the correct exchange rate " -"and the total amount both in the foreign currency and in MXN." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:544 -msgid "" -"It is highly recommended to use :doc:`a bank account for each currency " -"`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Multi-currency configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:551 -msgid "" -"The only currencies that automatically update their exchange rate daily are " -"USD, EUR, GBP, and JPY." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:555 -msgid "Down payments" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:557 -msgid "" -"There can be cases where you receive a payment in advance from a customer, " -"that needs to be applied to an invoice later. In order to do this in Odoo, " -"it is required to properly link invoices to each other with the " -":guilabel:`CFDI Origin` field." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:561 -msgid "" -"It is necessary to have the :doc:`Sales ` app " -"installed." +msgid "CFDI to Public Customer field configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:564 msgid "" +"The main currency in Mexico is MXN. While this is mandatory for all Mexican " +"companies, it is possible to send and receive invoices (and payments) in " +"different currencies. To enable the use of :doc:`multicurrency " +"<../accounting/get_started/multi_currency>`, navigate to the " +":menuselection:`Accounting --> Settings --> Currencies`, and set " +":guilabel:`Mexican Bank` as the :guilabel:`Service` in the " +":guilabel:`Automatic Currency Rates` section. Then, set the " +":guilabel:`Interval` field to the frequency you wish to update the exchange " +"rates." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +msgid "" +"This way, the XML file of the document will have the correct exchange rate, " +"and the total amount, in both the foreign currency and in MXN." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +msgid "" +"It is highly recommended to use :doc:`a bank account for each currency " +"<../accounting/bank/foreign_currency>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:578 +msgid "" +"The only currencies that automatically update their exchange rate daily are:" +" USD, EUR, GBP, and JPY." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Multi-currency configuration in the Accounting settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:586 +msgid "Down payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +msgid "" +"There can be cases where you receive a payment in advance from a customer " +"that needs to be applied to an invoice later. In order to do this in Odoo, " +"it is required to properly link invoices to each other with the " +":guilabel:`CFDI Origin` field. To do so, it is necessary to have the " +":doc:`Sales <../../sales>` app installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +msgid "" "`The official documentation for registration of down payments in Mexico " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:567 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:597 msgid "" "First, navigate to the :menuselection:`Sales` app to create a product " -"`Anticipo` and configure it: the :guilabel:`Product Type` must be " -":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` `84111506 " -"Servicios de facturación`." +"`Anticipo` and configure it. The :guilabel:`Product Type` must be " +":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` must be: " +"`84111506 Servicios de facturación`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:601 msgid "" "Then, go to :menuselection:`Sales --> Settings --> Invoicing --> Down " -"Payments` and add the product as the default." +"Payments`, and add the *Anticipo* product as the default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 msgid "" "Create a sales order with the total amount, and create a down payment " "(either using a percentage or fixed amount). Then, sign the document, and " ":guilabel:`Register the Payment`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:577 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:607 msgid "" "When the time comes for the customer to get the final invoice, create it " -"again from the same sales order. In the :guilabel:`Create Invoices` wizard " -"select :guilabel:`Regular Invoice` and uncheck :guilabel:`Deduct down " +"again from the same sales order. In the :guilabel:`Create Invoices` wizard, " +"select :guilabel:`Regular Invoice`, and uncheck :guilabel:`Deduct down " "payments`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:581 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:611 msgid "" -"Then, copy the :guilabel:`Fiscal Folio` from the first invoice and paste it " -"into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " -"`07|`. Sign the document." +"Then, copy the :guilabel:`Fiscal Folio` from the first invoice, and paste it" +" into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " +"`07|` before the value. Then, sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:584 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:615 msgid "" "After this, create a credit note for the first invoice. Copy the " -":guilabel:`Fiscal Folio` from the second invoice and paste it in the " -":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Sign " -"the document." +":guilabel:`Fiscal Folio` from the second invoice, and paste it in the " +":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Then, " +"sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:619 msgid "" "With this, all electronic documents are linked to each other. The final step" " is to fully pay the new invoice. At the bottom of the new invoice, you can " -"find :guilabel:`Outstanding credits` in the credit note, add it as payment. " -"Finally, register the remaining amount with the :guilabel:`Register Payment`" -" wizard." +"find the credit note in the :guilabel:`Outstanding credits` - add it as " +"payment. Finally, register the remaining amount with the :guilabel:`Register" +" Payment` wizard." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 msgid "External trade" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:596 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:627 msgid "" "The external trade is a complement to a regular invoice that adds certain " -"values in both the XML and PDF, according to `SAT regulations " -"`_." +"values in both the XML and PDF, to invoices with a foreign customer " +"according to `SAT regulations " +"`_," +" such as:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:600 -msgid "" -"This adds certain mandatory fields to invoices with a foreign customer, such" -" as:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:602 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:631 msgid "The specific address of the receiver and the sender" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:603 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:632 msgid "" "The addition of a :guilabel:`Tariff Fraction` that identifies the type of " "product" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 msgid "" "The correct :guilabel:`Incoterm` (International Commercial Terms), among " -"others." +"others (*certificate of origin* and *special units of measure*)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:606 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:636 msgid "" "This allows the correct identification of exporters and importers, in " "addition to expanding the description of the merchandise sold." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:609 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:639 msgid "" -"Since January 1st, 2018, it is a requirement for taxpayers who carry export " -"operations of A1 type. While the current CFDI is 4.0, the external trade is " -"currently on version 1.1" +"Since January 1, 2018, external trade is a requirement for taxpayers, who " +"carry export operations of type A1. While the current CFDI is 4.0, the " +"external trade is currently on version 1.1" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:612 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:642 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended` " "and :guilabel:`l10n_mx_edi_extended_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:616 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 msgid "" -"Before installing, make sure first that your business needs to use this " -"feature. Consult your accountant first if needed before doing any " -"modification." +"Before installing, make sure your business needs to use this feature. " +"Consult your accountant first, if needed, before installing any modules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:655 msgid "" -"While the CFDI 4.0 requirements ask you to add a valid zip code in your " -"contact, the external trade complement adds as a mandatory field the " -":guilabel:`City` and the :guilabel:`State`. All three fields must coincide " -"with the `Official SAT Catalog `_ or you will receive an " -"error." +"To configure your company contact for external trade, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select your " +":guilabel:`Company`. While the CFDI 4.0 requirements ask you to add a valid " +":guilabel:`ZIP` code in your contact, the external trade complement adds the" +" requirement that your :guilabel:`City` and the :guilabel:`State` must also " +"be valid. All three fields must coincide with the `Official SAT Catalog " +"`_, or you will receive an error." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:630 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 msgid "" -"Add the :guilabel:`City` and :guilabel:`State` in the company's contract, " +"Add the :guilabel:`City` and :guilabel:`State` in the company's *contact*, " "not in the company itself. You can find your company's contact in " -":menuselection:`Accounting --> Customers --> Customers`" +":menuselection:`Accounting --> Customers --> Customers`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:634 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:666 msgid "" "The fields :guilabel:`Locality` and :guilabel:`Colony Code` are optional and" " can be added in the company directly in :menuselection:`Settings --> " -"General Settings --> Companies`. These two have to coincide with the data in" -" the SAT." +"General Settings --> Companies`. These two fields have to coincide with the " +"data in the |SAT|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Optional External Trade Company fields." +msgid "Optional external trade company fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:641 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:674 msgid "" -"The contact data for the foreign receiving client must have the following " -"fields completed to avoid errors:" +"To configure the contact data for a foreign receiving client, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select the " +"foreign client's contact. The contact must have the following fields " +"completed to avoid errors:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:644 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:678 msgid "" "The entire company :guilabel:`Address`, including a valid :guilabel:`ZIP` " "code and the foreign :guilabel:`Country`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:680 msgid "" "The format of the foreign :guilabel:`VAT` (tax identification number, for " "example: Colombia `123456789-1`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:648 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:682 msgid "" "In the :guilabel:`MX EDI` tab, you need to address if the customer receives " "goods for a period of time temporarily (:guilabel:`Temporary`) or " "permanently (:guilabel:`Definitive`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:686 msgid "" -"If you create this contact based in another from Mexico, make sure that you " -"delete any information in the field :guilabel:`Fiscal Regime`. Do not use " -":guilabel:`No Tax Breakdown` either." +"If the new contact was created by duplicating another existing contact from " +"Mexico, make sure to delete any carried over information from the " +":guilabel:`Fiscal Regime` field. In addition, do not enable the " +":guilabel:`No Tax Breakdown` option. Selecting this option hides mandatory " +"fields that are required for external trade contact configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Customer fields." +msgid "Required external trade customer fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:658 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:696 msgid "" -"In the resulting XML and PDF, the :guilabel:`VAT` is automatically replaced " -"by the generic VAT for abroad transactions: `XEXX010101000`." +"In the resulting XML and PDF files, the :guilabel:`VAT` is automatically " +"replaced by the generic VAT for abroad transactions: `XEXX010101000`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:664 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:702 msgid "" -"All products involved with external trade must fill four fields, two of them" -" exclusive to this feature." +"All products involved with external trade have four fields that are " +"required, two of them exclusive to external trade." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:667 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:705 msgid "" "The :guilabel:`Internal Reference` of the product is in the " ":guilabel:`General Information` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:668 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 msgid "The :guilabel:`Weight` of the product must be more than `0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:669 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:707 msgid "" "The `correct `_" " :guilabel:`Tariff Fraction` of the product in the :guilabel:`Accounting` " "tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:671 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:709 msgid "" "The :guilabel:`UMT Aduana` corresponds to the :guilabel:`Tariff Fraction`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Product fields." +msgid "Required external trade product fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:677 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:716 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `01`, the correct " ":guilabel:`UMT Aduana` is `kg`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:679 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:718 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `06`, the correct " ":guilabel:`UMT Aduana` is `Units`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:683 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 msgid "Invoicing flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:724 msgid "" "Before creating an invoice, it is important to take into account that " "external trade invoices require to convert the amounts of your product into " -"USD. Therefore, we need to have :doc:`multicurrency enabled " -"` and activate " -"USD in the :guilabel:`Currencies` section. The correct :guilabel:`Service` " -"to run is :guilabel:`Mexican Bank`." +"USD. Therefore, :doc:`multicurrency " +"<../accounting/get_started/multi_currency>` **must** be enabled and *USD* " +"**must** be activated in the :guilabel:`Currencies` section. The correct " +":guilabel:`Service` to run is :guilabel:`Mexican Bank`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 msgid "" -"With the correct exchange rate set up in :menuselection:`Accounting --> " -"Settings --> Currency`, the only fields left are :guilabel:`Incoterm` and " -":guilabel:`Certificate Source` in the :guilabel:`Other Info` tab. The latter" -" is optional." +"Then, with the correct exchange rate set up in :menuselection:`Accounting " +"--> Settings --> Currency`, the only fields left are :guilabel:`Incoterm` " +"and the optional :guilabel:`Certificate Source` in the :guilabel:`Other " +"Info` tab." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "External Trade Other Info." +msgid "External trade Other Info tab of a product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:698 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:738 msgid "" -"Sign the invoice with the same process as a regular one: Press the " -":guilabel:`Process Now` button." +"Finally, sign the invoice with the same process as a regular invoice, and " +"click the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:701 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:742 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:703 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:744 msgid "" "A `Carta Porte `_ is a bill of lading: a document that states the type, quantity, " "and destination of goods being carried." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:747 msgid "" "On December 1st, 2021, version 2.0 of this CFDI was implemented for all " "transportation providers, intermediaries, and owners of goods. Odoo is able " -"to generate a document type \"T\" (Traslado) which, unlike other documents, " -"is created in a delivery order instead of an invoice or payment." +"to generate a document type \"T\" (Traslado), which, unlike other documents," +" is created in a delivery order instead of an invoice or payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:710 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 msgid "" -"Odoo can create XML and PDF files with or without ground transport and can " -"process materials that are treated as *Dangerous Hazards*." +"Odoo can create XML and PDF files with (or without) ground transport, and " +"can process materials that are treated as *Dangerous Hazards*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:713 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended`, " ":guilabel:`l10n_mx_edi_extended_40`, :guilabel:`l10n_mx_edi_stock` and " ":guilabel:`l10n_mx_edi_stock_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:717 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 msgid "" "In addition to this, it is necessary to have the :doc:`Inventory " -"` and :doc:`Sales " -"` apps configured." +"<../../inventory_and_mrp/inventory>` and :doc:`Sales <../../sales/sales>` " +"apps installed, as well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 msgid "" -"Odoo does not support Carta Porte type \"I\" (Ingreso), air, or marine " -"transport. Consult your accountant first if this feature is needed before " -"doing any modifications." +"Odoo does not support Carta Porte type document type \"I\" (Ingreso), air, " +"or marine transport. Consult your accountant first if this feature is needed" +" before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:728 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:768 msgid "Odoo manages two different types of CFDI:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:770 msgid "" -"**No Federal Highways**: It is used when the *Distance to Destination* is " -"`less than 30 KM " +"**No Federal Highways**: Is used when the *Distance to Destination* is `less" +" than 30 KM " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:732 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:772 msgid "" -"**Federal Transport**: It is used when the *Distance to Destination* exceeds" -" 30 KM." +"**Federal Transport**: Is used when the *Distance to Destination* exceeds 30" +" KM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:734 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:774 msgid "" -"Other than the standard requirements of regular invoicing (The RFC of the " -"customer, the UNSPSC code...), if you are using *No Federal Highways*, no " -"external configuration is needed." +"Other than the standard requirements of regular invoicing (The |RFC| of the " +"customer, the UNSPSC code, etc.), if you are using *No Federal Highways*, no" +" external configuration is needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:737 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:777 msgid "" "For *Federal Transport*, several configurations have to be added to " "contacts, vehicle setups, and products. Those configurations are added to " "the XML and PDF files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:781 msgid "Contacts and vehicles" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:743 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:783 msgid "" -"Like with the external trade feature, the address in both your company and " -"your final customer has to be complete. The zip code, city, and state must " -"coincide with the `Official SAT Catalog `_" +"Like the external trade feature, the :guilabel:`Address` in both the company" +" and the final customer must be complete. The :guilabel:`ZIP` code, " +":guilabel:`City`, and :guilabel:`State` must coincide with the `Official SAT" +" Catalog for Carta Porte _`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:748 -msgid "The field :guilabel:`Locality` is optional for both addresses." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:788 +msgid "The field, :guilabel:`Locality`, is optional for both addresses." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Contacts." +msgid "Delivery guide contact configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:795 msgid "" "The origin address used for the delivery guide is set in " ":menuselection:`Inventory --> Configuration --> Warehouses Management --> " @@ -24466,7 +25129,7 @@ msgid "" "change it according to your correct warehouse address." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:799 msgid "" "Another addition to this feature is the :guilabel:`Vehicle Setups` menu " "found in :menuselection:`Inventory --> Settings --> Mexico`. This menu lets " @@ -24474,153 +25137,170 @@ msgid "" "order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:803 msgid "All fields are mandatory to create a correct delivery guide." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:806 +msgid "" +"The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, " +"must contain between 5 to 7 characters." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:809 +msgid "" +"In the :guilabel:`Intermediaries` section, you must add the operator of the " +"vehicle. The only mandatory fields for this contact are the :guilabel:`VAT` " +"and :guilabel:`Operator Licence`." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Vehicle Configurations required fields." +msgid "Delivery guide vehicle configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:767 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:819 msgid "" -"In the :guilabel:`Intermediaries` section, you need to add the operator of " -"the vehicle. The only mandatory fields for this contact are the " -":guilabel:`VAT` and :guilabel:`Operator Licence`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:773 -msgid "" -"Like with regular invoicing, all products must have a :guilabel:`UNSPSC " +"Similar to regular invoicing, all products must have a :guilabel:`UNSPSC " "category`. In addition to this, there are two extra configurations for " "products involved in delivery guides:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:776 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 msgid "" "The :guilabel:`Product Type` must be set as :guilabel:`Storable Product` for" " stock movements to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:778 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 msgid "" "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` should have " -"more than 0." +"more than `0`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +msgid "" +"Creating a delivery guide of a product with the value `0` will trigger an " +"error. As the :guilabel:`Weight` has been already stored in the delivery " +"order, it is needed to return the products, and create the delivery order " +"(and delivery guide) again with the correct amounts." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Product Configurations." +msgid "Delivery guide product configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:784 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 msgid "Sales and inventory flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:786 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:838 msgid "" "To create a delivery guide, first, you need to create and confirm a sales " -"order. This generates a :guilabel:`Delivery` smart button. Press it and " -":guilabel:`Validate` the transfer." +"order from :menuselection:`Sales --> Sales Order`. This generates a " +":guilabel:`Delivery` smart button. Click it, and :guilabel:`Validate` the " +"transfer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:789 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 msgid "" -"After the status is set to :guilabel:`Done`, you can edit the transfer and " +"After the status is set to :guilabel:`Done`, you can edit the transfer, and " "select the :guilabel:`Transport Type` (either :guilabel:`No Federal " "Highways` or :guilabel:`Federal Transport`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:793 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:846 msgid "" "If your delivery guide has the type :guilabel:`No Federal Highways`, you can" -" save the transfer and then press :guilabel:`Generate Delivery Guide`. The " +" save the transfer, and then click :guilabel:`Generate Delivery Guide`. The " "resulting XML can be found in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:797 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:850 msgid "" "Other than the :guilabel:`UNSPSC` in all products, delivery guides that use " ":guilabel:`No Federal Highways` do not require any special configuration to " "be sent to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:800 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:853 msgid "" -"If your delivery guide has the type :guilabel:`Federal Transport`, the tab " -":guilabel:`MX EDI` appears. In there, write a value in :guilabel:`Distance " -"to Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle " -"Setup` used for this delivery." +"If your delivery guide has the type, :guilabel:`Federal Transport`, the tab " +":guilabel:`MX EDI` appears. There, enter a value in :guilabel:`Distance to " +"Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle Setup` " +"used for this delivery." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide MX EDI tab configuration." +msgid "Delivery guide MX EDI tab configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:808 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 msgid "Dangerous hazards" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:810 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 msgid "" "Certain values in the :guilabel:`UNSPSC Category` are considered in the " "`official SAT catalog " "`_" -" as dangerous hazards. These categories need additional considerations when " -"creating a delivery guide with :guilabel:`Federal Transport`." +" as *dangerous hazards*. These categories need additional considerations " +"when creating a delivery guide with :guilabel:`Federal Transport`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:815 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:869 msgid "" -"In the product, the fields :guilabel:`Hazardous Material Designation Code " -"(MX)` and :guilabel:`Hazardous Packaging (MX)` must be filled with the " -"correct code from the |SAT| catalog." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:818 -msgid "" -"In the vehicle setup, the data from the :guilabel:`Environment Insurer` and " -":guilabel:`Environment Insurance Policy` has to be filed too." +"First, select your product from :menuselection:`Inventory --> Products --> " +"Products`. Then, in the :guilabel:`Accounting` tab, the fields " +":guilabel:`Hazardous Material Designation Code (MX)` and " +":guilabel:`Hazardous Packaging (MX)` must be filled with the correct code " +"from the |SAT| catalog." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide environment required fields." +msgid "Delivery guide hazardous material product required fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:877 msgid "" -"After this, continue with the regular process to create a delivery guide." +"In :menuselection:`Inventory --> Settings --> Mexico --> Vehicle Setup`, the" +" data from the :guilabel:`Environment Insurer` and :guilabel:`Environment " +"Insurance Policy` has to be filed, as well. After this, continue with the " +"regular process to create a delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Delivery Guide environment insurer required fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 msgid "Customs numbers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:829 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:888 msgid "" "A *customs declaration* (Pedimento Aduanero) is a fiscal document that " "certifies that all contributions to the fiscal entity (the |SAT|) has been " -"paid, for the import/export of goods." +"paid for, including the import/export of goods." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:832 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 msgid "" "According to the `Annex 20 " "`_ of CFDI" " 4.0, in documents where the invoiced goods come from a first-hand import " -"operation, the field :guilabel:`Customs Number` needs to be added to all " +"operation, the field, :guilabel:`Customs Number`, needs to be added to all " "lines of products involved with the operation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:896 msgid "" -"For this, the module :guilabel:`l10n_mx_edi_landing` has to be installed, in" -" addition to the :doc:`Inventory " -"`, :doc:`Purchase " -"` and :doc:`Sales " -"` apps configured." +"To do so, the module :guilabel:`l10n_mx_edi_landing` must be installed, in " +"addition to the :doc:`Inventory <../../inventory_and_mrp/inventory>`, " +":doc:`Purchase <../../inventory_and_mrp/purchase>` and :doc:`Sales " +"<../../sales/sales>` apps." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:901 msgid "" "Do not confuse this feature with external trade. The customs numbers are " "directly related to importing goods, while the external trade complement is " @@ -24628,389 +25308,408 @@ msgid "" "needed before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:849 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:908 msgid "" "In order to track the correct customs number for a specific invoice, Odoo " "uses :doc:`landed costs " -"`." +"<../../inventory_and_mrp/inventory/management/reporting/integrating_landed_costs>`." " Go to :menuselection:`Inventory --> Configuration --> Settings --> " -"Valuation`. Make sure that :guilabel:`Landed Costs` is activated." +"Valuation`, and make sure that the :guilabel:`Landed Costs` feature is " +"activated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:854 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 msgid "" -"First, a *service*-type product called `Pedimento` has to be created. In the" -" :guilabel:`Purchase` tab, check :guilabel:`Is a Landed Cost` and select a " -":guilabel:`Default Split Method`." +"Begin by creating a *service*-type product called, `Pedimento`. In the " +":guilabel:`Purchase` tab, activate :guilabel:`Is a Landed Cost`, and select " +"a :guilabel:`Default Split Method`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:857 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 msgid "" -"After this, we need to configure the *storable products* that holds the " -"customs numbers. We need to make sure that the product category has the " -"following configuration:" +"Then, configure the *storable products* that hold the customs numbers. To do" +" so, create the storable products, and make sure the :guilabel:`Product " +"Category` has the following configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:860 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 msgid "" ":guilabel:`Costing Method`: Either :guilabel:`FIFO` or :guilabel:`AVCO`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:861 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:920 msgid ":guilabel:`Inventory Valuation`: :guilabel:`Automated`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:921 msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventario`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:863 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 msgid ":guilabel:`Stock Journal`: :guilabel:`Inventory Valuation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:923 msgid "" ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:865 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 msgid "" ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Storable products configurations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:871 -msgid "Purchase and sales flow" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:873 -msgid "" -"Create a :guilabel:`Purchase Order`, and confirm the order. This should " -"trigger a :guilabel:`Receipt` smart button. Validate the receipt too." +msgid "Storable products general configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs Number Purchase." +msgid "Storable product category configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:879 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:935 +msgid "Purchase and sales flow" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 msgid "" -"Go to :menuselection:`Inventory --> Operations --> Landed Costs` and create " -"a new record. Add the transfer that you just created, and both the product " -"`Pedimento` and :guilabel:`Customs number`." +"After you configure your product, follow the standard :doc:`purchase flow " +"<../../inventory_and_mrp/purchase>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:882 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:940 +msgid "" +"Create a purchase order from :menuselection:`Purchase --> Orders --> " +"Purchase Order`. Then, confirm the order to display a :guilabel:`Receipt` " +"smart button. Click on the :guilabel:`Receipt` smart button to " +":guilabel:`Validate` the receipt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:944 +msgid "" +"Go to :menuselection:`Inventory --> Operations --> Landed Costs`, and create" +" a new record. Add the transfer that you just created, and both: the product" +" `Pedimento` and :guilabel:`Customs number`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 msgid "" "Optionally, you can add a cost amount. After this, validate the landed cost." " Once :guilabel:`Posted`, all products related to that receipt have the " "customs number assigned." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:951 msgid "" -"You can only add the Pedimentos number once, so be careful when associating " -"the correct number with the transfer(s)." +"You can only add the *Pedimentos* number **once**, so be careful when " +"associating the correct number with the transfer(s)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs number Inventory." +msgid "Customs number on a landed costs Inventory record." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:958 msgid "" -"Now, create a sales order and confirm it. This should trigger a " +"Now, create a sales order, and confirm it. This should trigger a " ":guilabel:`Delivery` smart button. Validate it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:895 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:961 msgid "" -"Finally, create an invoice from the sales order and confirm it. The invoice " -"line related to your product has a customs number in it." +"Finally, create an invoice from the sales order, and confirm it. The invoice" +" line related to your product has a customs number in it. This number should" +" match the customs number added in the *Landed Costs* record you created " +"earlier." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Customs number on confirmed sales order product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:902 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:970 msgid "Electronic accounting" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:904 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:972 msgid "" "For Mexico, `Electronic Accounting " "`_ refers to the obligation to keep accounting records and " -"entries through electronic means and to enter accounting information on a " -"monthly basis through the SAT's website." +"entries through electronic means, and to enter accounting information on a " +"monthly basis, through the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:909 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:977 msgid "It consists of three main XML files:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:911 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:979 msgid "" "The updated list of the chart of accounts that you are currently using." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:912 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:980 msgid "" -"A monthly trial balance, plus a closing entry report also known as *Trial " +"A monthly trial balance, plus a closing entry report, also known as: *Trial " "Balance Month 13*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 msgid "" -"Either optional or for a compulsory audit, an export of the journal entries " -"in your general ledger." +"Either optional, or for a compulsory audit, an export of the journal entries" +" in your general ledger." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 msgid "" "The resulting XML files follow the requirements of the `Anexo Técnico de " "Contabilidad Electrónica 1.3 " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:987 msgid "" "In addition to this, you can generate the `DIOT " "`_: A report of vendor's " -"journal entries that involves IVA taxes that can be exported in :file:`.txt`" -" file." +"journal entries that involve IVA taxes that can be exported in a " +":file:`.txt` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:992 msgid "" "In order to use these reports, the modules :guilabel:`l10n_mx_reports`, " ":guilabel:`l10n_mx_reports_closing`, :guilabel:`l10n_mx_xml_polizas` and " ":guilabel:`l10n_mx_xml_polizas_edi` have to be installed, as well as the " -":doc:`Accounting `." +":doc:`Accounting <../accounting/get_started>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:929 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 msgid "" -"You can find all of those reports in :menuselection:`Accounting --> " -"Reporting --> Mexico`." +"You can find the *Chart of accounts*, *Trial Balance Month 13*, and *DIOT* " +"reports in :menuselection:`Accounting --> Reporting --> Mexico`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 msgid "" "The specific characteristics and obligations of the reports that you send " "might change according to your fiscal regime. Always contact your accountant" " before sending any documents to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 -msgid "Catálogo de cuentas (chart of accounts)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:939 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 msgid "" -"The :doc:`chart of accounts " -"` in México " -"follows a specific pattern based in SAT's `Código agrupador de cuentas " +"The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` " +"in México follows a specific pattern based on |SAT|'s' `Código agrupador de " +"cuentas " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:943 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1014 msgid "" -"You can create any account as long as it respects |SAT|'s encoding group, " -"This pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." +"You can create any account, as long as it respects |SAT|'s encoding group: " +"the pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 msgid "Some examples are `102.01.99` or `401.01.001`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:949 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1020 msgid "" -"When you create a new account in :menuselection:`Accounting --> " -"Configuration --> Chart of Accounts`, if you follow this pattern, you get " -"the correct grouping code in :guilabel:`Tags`, and your account appears in " -"the COA report." +"When a new account is created in :menuselection:`Accounting --> " +"Configuration --> Chart of Accounts`, with the |SAT| encoding group pattern," +" the correct grouping code appears in :guilabel:`Tags`, and your account " +"appears in the *COA* report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:953 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 msgid "" -"Once you created all your accounts, and made sure that you put the correct " -":guilabel:`Tags` in them." +"Once you create all your accounts, make sure the correct :guilabel:`Tags` " +"are added." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:956 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1027 msgid "" "You cannot use any pattern that ends a section with a 0 (such as " "`100.01.01`, `301.00.003` or `604.77.00`). This triggers errors in the " "report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:959 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1030 msgid "" -"Once all is set up, you can go to :menuselection:`Accounting --> Reporting " -"--> Mexico --> COA` and press the button :guilabel:`SAT (XML)`." +"Once everything is set up, you can go to :menuselection:`Accounting --> " +"Reporting --> Mexico --> COA`, and click the :guilabel:`SAT (XML)` button to" +" generate an XML file containing all of your accounts, which will be ready " +"to upload to the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:963 -msgid "Balanza de comprobación (trial balance)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:965 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 msgid "" "The trial balance reports the initial balance, credit, and total balance of " -"your accounts, provided that you added their correct encoding group." +"your accounts, provided that you added their correct :ref:`encoding group " +"`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:968 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1040 msgid "" -"This report can be generated monthly, and an XML file version is created if " -"you go to :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance` and press the button :guilabel:`SAT (XML)`. Select the month you " -"want to download beforehand." +"This report can be generated monthly, and a corresponding XML file is " +"created, if you go to :menuselection:`Accounting --> Reporting --> Mexico " +"--> Trial Balance`, and click the :guilabel:`SAT (XML)` button. Select the " +"month you want to download beforehand." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Report." +msgid "Trial balance report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:976 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1049 msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:978 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1051 msgid "" "An additional report is the *Month 13*: a closing balance sheet that shows " "any adjustments or movements made in the accounting to close the year." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1054 msgid "" -"In order to be able to generate this XML document, you have to go to " -":menuselection:`Accounting --> Accounting --> Miscellaneous --> Journal " -"Entries` and create a new document. Here, you can add all amounts that you " -"want to modify, and you can balance the debit and/or credit of each one." +"To generate this XML document, navigate to :menuselection:`Accounting --> " +"Accounting --> Miscellaneous --> Journal Entries`, and create a new " +"document. Here, add all amounts to modify, and balance the debit and/or " +"credit of each one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:985 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1058 msgid "" -"After this is done, press :guilabel:`Mark as Closing Entry`, and the report " +"After this is done, click :guilabel:`Mark as Closing Entry`, and the report " "found in :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance Month 13` contains the total amount of the year, plus all the " +"Balance Month 13`, contains the total amount of the year, plus all the " "additions of the journal entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:989 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1062 msgid "" -"You can generate the XML file by pressing the button :guilabel:`SAT (XML)`." +"The XML file is generated by pressing the :guilabel:`SAT (XML)` button." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Month 13 Setup." +msgid "Trial Balance Month 13 setup." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:995 -msgid "Pólizas (general ledger)" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Trial Balance Month 13 report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1075 msgid "" -"By law, all transactions in Mexico must be recorded digitally. Because Odoo " +"By law, all transactions in Mexico must be recorded digitally. Since Odoo " "automatically creates all the underlying journal entries of your invoicing " -"and payments, you can export your journal entries to comply with SAT's " -"audits or tax refunds." +"and payments, you can export your journal entries to comply with |SAT|'s " +"audits and/or tax refunds." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1080 msgid "" -"This XML file is created in :menuselection:`Accounting --> Reporting --> " -"Audit Reports --> General Ledger`." +"You can filter by period, or by journal, according to your current needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1005 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 msgid "" -"You can filter by period or by journal, according to your current needs." +"To create the XML, go to :menuselection:`Accounting --> Reporting --> Audit " +"Reports --> General Ledger`, and click :guilabel:`XML (Polizas)`. Here, you " +"can select between four types of :guilabel:`Export` types:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1007 -msgid "" -"After you press :guilabel:`XML (Polizas)`, a wizard appears. In here, you " -"can select between four types of :guilabel:`Export type`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1086 +msgid ":guilabel:`Tax audit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1087 +msgid ":guilabel:`Audit certification`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1088 +msgid ":guilabel:`Return of goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1089 +msgid ":guilabel:`Compensation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1091 msgid "" -"For :guilabel:`Tax audit` or :guilabel:`Audit certification`, you need to " -"write the :guilabel:`Order Number` provided by the |SAT| for " -":guilabel:`Return of goods` or :guilabel:`Compensation`, you need to write " +"For :guilabel:`Tax audit`, or :guilabel:`Audit certification`, you need to " +"write the :guilabel:`Order Number` provided by the |SAT|. For " +":guilabel:`Return of goods`, or :guilabel:`Compensation`, you need to write " "your :guilabel:`Process Number`, also provided by the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Types of Polizas." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1097 msgid "" "If you want to see this report without sending it, use `ABC6987654/99` for " ":guilabel:`Order Number` and `AB123451234512` for :guilabel:`Process " "Number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1022 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1101 msgid "DIOT report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1103 msgid "" "The DIOT (Declaración Informativa de Operaciones con Terceros / *Informative" " Declaration of Operations with Third Parties*) is an additional obligation " -"with the |SAT|, where we give the current status of our creditable and non-" -"creditable payments, withholdings and refunds of VAT from your vendor bills." +"with the |SAT|, where the current status of creditable and non-creditable " +"payments, withholdings, and refunds of VAT from your vendor bills, are " +"provided to the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1029 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1108 msgid "" -"Unlike other reports, this is uploaded to a software provided by the |SAT| " -"that contains the A-29 form. In Odoo, you can download the records of your " -"transactions in a :file:`.txt` file that you can upload to the form, " +"Unlike other reports, the |DIOT| is uploaded to a software provided by the " +"|SAT| that contains the A-29 form. In Odoo, you can download the records of " +"your transactions as a :file:`.txt` file that can be uploaded to the form, " "avoiding direct capture of this data." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1033 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1112 msgid "" -"This file contains the total amount of your payments registered in vendor " -"bills, broken down into the corresponding types of IVA. The :guilabel:`VAT` " -"and :guilabel:`Country` is mandatory for all vendors." +"The transactions file contains the total amount of your payments registered " +"in vendor bills, broken down into the corresponding types of IVA. The " +":guilabel:`VAT` and :guilabel:`Country` is mandatory for all vendors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1116 msgid "" -"To get the report, go to :menuselection:`Accounting --> Reports --> Mexico " -"--> Transactions with third parties [DIOT]`. Select the month that suits " -"you, and press :guilabel:`DIOT (TXT)` to download the :file:`.txt` file." +"To get the |DIOT| report, go to :menuselection:`Accounting --> Reports --> " +"Mexico --> Transactions with third parties [DIOT]`. Select the month that " +"suits you, and click :guilabel:`DIOT (TXT)` to download the :file:`.txt` " +"file." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example." +msgid "A Vendor Bill that is In Payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1045 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "DIOT (TXT) download button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1129 msgid "" -"You need to fill the field :guilabel:`L10N Mx Type of Operation` in the " +"You need to fill the field, :guilabel:`L10N Mx Type of Operation`, in the " ":guilabel:`Accounting` tab of each one of your vendors to prevent validation" " errors. Make sure that your foreign customers have their country set up for" " :guilabel:`L10N Mx Nationality` to appear automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example contact." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:0 +msgid "DIOT information on a vendor contact." msgstr "" #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:3 @@ -27742,7 +28441,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 #: ../../content/applications/finance/payment_acquirers/ogone.rst:9 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:93 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:98 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 msgid ":ref:`payment_acquirers/add_new`" @@ -27754,7 +28453,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:51 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:162 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:167 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 #: ../../content/applications/finance/payment_acquirers/stripe.rst:133 msgid ":doc:`../payment_acquirers`" @@ -28640,7 +29339,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:99 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:95 msgid "Settings in Odoo" msgstr "Instellingen in Odo" @@ -28674,10 +29373,19 @@ msgid "" msgstr "" #: ../../content/applications/finance/payment_acquirers/paypal.rst:9 +msgid "" +"While PayPal is available in `over 200 countries/regions " +"`_, only `a selection " +"of currencies are supported " +"`_." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/paypal.rst:14 msgid "Settings in PayPal" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:16 msgid "" "To access your PayPal account settings, log into PayPal, open the " ":guilabel:`Account Settings`, and open the :guilabel:`Website payments` " @@ -28688,24 +29396,24 @@ msgstr "" msgid "PayPal account menu" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:19 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:24 msgid "" "Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return " "`, :ref:`PDT `, and :ref:`IPN ` " "**must** all be enabled." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:25 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:30 msgid "Auto Return" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:27 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:32 msgid "" "The **Auto Return** feature automatically redirects customers to Odoo once " "the payment is processed." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:29 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:34 msgid "" "From :guilabel:`Website payments`, go to :menuselection:`Website preferences" " --> Update --> Auto return for website payments --> Auto return` and select" @@ -28714,17 +29422,17 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:35 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 msgid "" "Any URL does the job. Odoo only needs the setting to be enabled since it " "uses another URL." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:45 msgid "Payment Data Transfer (PDT)" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:42 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 msgid "" ":abbr:`PDT (Payment Data Transfer)` allows to receive payment confirmations," " displays the payment status to the customers, and verifies the authenticity" @@ -28732,7 +29440,7 @@ msgid "" "scroll down to :guilabel:`Payment data transfer` and select :guilabel:`On`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:52 msgid "" "PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return " "` and :ref:`Payment Data Transfer (PDT) ` " @@ -28740,11 +29448,11 @@ msgid "" ":guilabel:`Payment data transfer` to display the token again." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:54 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:59 msgid "Instant Payment Notification (IPN)" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:56 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:61 msgid "" ":abbr:`IPN (Instant Payment Notifications)` is similar to **PDT**, but " "allows for more notifications, such as chargeback notifications. To enable " @@ -28754,11 +29462,11 @@ msgid "" "(Enabled)`, and :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:63 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:68 msgid "PayPal Account Optional" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:65 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:70 msgid "" "We advise not to prompt customers to log in with a PayPal account upon " "payment. It is better and more accessible for customers to pay with a " @@ -28767,11 +29475,11 @@ msgid "" ":guilabel:`PayPal account optional`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:71 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:76 msgid "Payment Messages Format" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:73 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:78 msgid "" "If you use accented characters (or anything other than primary Latin " "characters) for customer names or addresses, then you **must** configure the" @@ -28779,7 +29487,7 @@ msgid "" "not, some transactions fail without notice." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:77 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 msgid "" "To do so, go to `your production account `_. Then, click " @@ -28787,7 +29495,7 @@ msgid "" ":guilabel:`UTF-8`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:87 msgid "" "For Encrypted Website Payments & EWP_SETTINGS error, please check the " "`Paypal documentation `_." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:85 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 msgid "" "Configure your :ref:`Paypal Sandbox account `, then follow " "this `link Configuration --> Payment " @@ -28815,36 +29523,36 @@ msgid "" "credentials in the :guilabel:`Credentials` tab:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:102 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 msgid ":guilabel:`Email`: the login email address in Paypal;" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:103 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:108 msgid "" ":guilabel:`PDT Identity Token`: the key used to verify the authenticity of " "transactions;" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:104 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 msgid ":guilabel:`Use IPN`: enable for PayPal to work properly in Odoo." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:112 msgid "Save the :guilabel:`PDT Identity Token` for later use." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:114 msgid "" "To set the :guilabel:`PDT Identity Token`, switch to :ref:`developer mode " "` and retrieve the token by following the configuration " "steps at :ref:`paypal/pdt`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:113 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:118 msgid "The PayPal **Merchant ID** is not required in Odoo." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:115 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 msgid "" "If you are trying PayPal as a test, using a :ref:`PayPal Sandbox account " "`, change the :guilabel:`State` to :guilabel:`Test Mode`. We" @@ -28852,31 +29560,31 @@ msgid "" "database." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:125 msgid "Extra fees" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:122 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:127 msgid "" "You can charge **extra fees** to customers choosing to pay with PayPal in " "order to cover the transaction fees PayPal charges you. Once redirected to " "Paypal, your customer sees an extra amount applied to the order amount." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:126 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 msgid "" "To activate this option, go to :menuselection:`Accounting --> Configuration " "--> Payment Acquirers` and select :guilabel:`PayPal`. Then, go to the " ":guilabel:`Fees` tab and tick the :guilabel:`Add Extra Fees` box." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:136 msgid "" "You can refer to `Paypal Fees `_ to set up fees." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:133 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:138 msgid "" "`Traders in the EU " "`_ using " "your PayPal credentials, which creates two sandbox accounts:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:148 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 msgid "" "A business account (to use as merchants, e.g., " "`pp.merch01-facilitator@example.com " "`_);" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:150 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:155 msgid "" "A default personal account (to use as shoppers, e.g., " "`pp.merch01-buyer@example.com `_)." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:158 msgid "" "Log into PayPal sandbox using the merchant account and follow the same " "configuration instructions. Enter your sandbox credentials in Odoo " @@ -28923,7 +29631,7 @@ msgid "" "rather than your main database." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:159 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:164 msgid "Run a test transaction from Odoo using the sandbox personal account." msgstr "" "Voer een testtransactie uit vanuit Odoo met de persoonlijke sandbox account." diff --git a/locale/nl/LC_MESSAGES/general.po b/locale/nl/LC_MESSAGES/general.po index b05e27536..f0bf3a069 100644 --- a/locale/nl/LC_MESSAGES/general.po +++ b/locale/nl/LC_MESSAGES/general.po @@ -20,7 +20,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" "Last-Translator: Jolien De Paepe, 2023\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" @@ -5216,11 +5216,8 @@ msgstr "In-app aankopen (IAP)" msgid "" "In-App Purchases (IAP) gives access to additional services through Odoo. For" " instance, it allows you to send SMS Text Messages or to send Invoices by " -"post directly from my database." +"post directly from your database." msgstr "" -"In-app aankopen (IAP) geeft je toegang tot extra diensten via Odoo. Je kan " -"bijvoorbeeld sms'en versturen of facturen per post versturen, rechtstreeks " -"vanuit je database." #: ../../content/applications/general/in_app_purchase.rst:9 msgid "Buying Credits" @@ -5229,20 +5226,15 @@ msgstr "Credits kopen" #: ../../content/applications/general/in_app_purchase.rst:11 msgid "" "Each IAP Service relies on prepaid credits to work and has its own pricing. " -"To consult my current balance or to recharge my account, go to " +"To consult your current balance or to recharge your account, go to " ":menuselection:`Settings --> Odoo IAP --> View my Services`." msgstr "" -"Elke IAP dienst werkt met prepaid credits en heeft zijn eigen prijs. Ga om " -"je huidig saldo te bekijken of je account te laden naar " -":menuselection:`Instellingen --> Odoo IAP --> Bekijk mijn diensten`." #: ../../content/applications/general/in_app_purchase.rst:19 msgid "" -"If I am on Odoo Online and have the Enterprise version, I benefit from free " -"credits to test our IAP features." +"If you are on Odoo Online and have the Enterprise version, you benefit from " +"free credits to test our IAP features." msgstr "" -"Als je op Odoo Online bent en de Enterprise versie hebt, kan je van gratis " -"credits genieten om onze IAP functies te testen." #: ../../content/applications/general/in_app_purchase.rst:23 msgid "IAP accounts" @@ -5269,16 +5261,11 @@ msgstr "IAP portaal" #: ../../content/applications/general/in_app_purchase.rst:40 msgid "" -"The IAP Portal is a platform regrouping my IAP Services. It is accessible " +"The IAP Portal is a platform regrouping your IAP Services. It is accessible " "from :menuselection:`Settings app --> Odoo IAP --> View my Services`. From " -"there, I can view my current balance, recharge my credits, review my " -"consumption and set a reminder to when credits are low." +"there, you can view your current balance, recharge your credits and set a " +"reminder when your balance falls below a threshold." msgstr "" -"Het IAP portaal is een platform dat je IAP diensten groepeert. Het is " -"toegankelijk via :menuselection:`Instellingen --> Odoo IAP --> Bekijk mijn " -"diensten`. Hier kan je je huidige saldo bekijken, je crediten laden, je " -"verbruik bekijken en een herinnering instellen wanneer je credits bijna op " -"zijn." #: ../../content/applications/general/in_app_purchase.rst:48 msgid "Get notified when credits are low" @@ -5286,64 +5273,13 @@ msgstr "Krijg een melding als je credits bijna op zijn" #: ../../content/applications/general/in_app_purchase.rst:50 msgid "" -"To be notified when it’s time to recharge my credits, I’ll go to my IAP " -"Portal through :menuselection:`Settings app --> Odoo IAP --> View my " -"Services`, unfold a service and mark the Receive threshold warning option. " -"Then, I’ll provide a minimum amount of credits and email addresses. Now, " -"every time that the limit is reached, an automatic reminder will be sent to " -"by email!" +"To be notified when it’s time to recharge your credits, you can go to your " +"IAP Portal through :menuselection:`Settings app --> Odoo IAP --> View my " +"Services`, unfold a service and check the Receive threshold warning option. " +"Then, you can provide a minimum amount of credits and email addresses. Now, " +"every time that the limit is reached, an automatic reminder will be sent by " +"email!" msgstr "" -"Om een melding te krijgen wanneer je credits bijna op zijn, ga naar je IAP " -"portaal via :menuselection:`Instellingen --> Odoo IAP --> Bekijk mijn " -"diensten`, ontvouw een dienst en vink de optie Waarschuwing ontvangen aan. " -"Geef vervolgens een minimum aantal credits en e-mailadressen op. Nu zal er " -"elke keer dat de limiet is bereikt een automatische herinnering per e-mail " -"worden verstuurd!" - -#: ../../content/applications/general/in_app_purchase.rst:60 -msgid "IAP services available" -msgstr "Beschikbare IAP diensten" - -#: ../../content/applications/general/in_app_purchase.rst:62 -msgid "" -"Different services are available depending on the hosting type of your " -"Database:" -msgstr "" -"Verschillende diensten zijn beschikbaar, afhankelijk van het hostingtype van" -" je database:" - -#: ../../content/applications/general/in_app_purchase.rst:64 -msgid "" -"*Odoo Online*: only the IAP services provided by Odoo can be used (i.e. the " -"SMS, Snailmail, Reveal and Partner Autocomplete features);" -msgstr "" -"*Odoo Online*: enkel de door Odoo geleverde IAP diensten worden gebruikt " -"(bijv. de functies SMS, Snailmail, Onthullen en relatie automatisch " -"aanvullen);" - -#: ../../content/applications/general/in_app_purchase.rst:66 -msgid "" -"*Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by " -"Odoo and by third-party apps can be used." -msgstr "" -"*Odoo.sh en Odoo Enterprise (on-premise)*: zowel de diensten van Odoo als " -"die van externe apps kunnen worden gebruikt." - -#: ../../content/applications/general/in_app_purchase.rst:70 -msgid "Offering my own services" -msgstr "Mijn eigen diensten aanbieden" - -#: ../../content/applications/general/in_app_purchase.rst:72 -msgid "" -"I am more than welcome to offer my own IAP services through Odoo Apps! It is" -" the perfect opportunity to get recurring revenue for an ongoing service use" -" rather than — and possibly instead of — a sole initial purchase. Please, " -"find more information at: :doc:`/developer/howtos/provide_iap_services`." -msgstr "" -"Je kan zeker je eigen IAP diensten aanbieden via Odoo Apps! Het is de " -"perfecte kans om een herhalende omzet te bekomen voor een doorlopend gebruik" -" van diensten in plaats van een enkele aankoop. Meer informatie vind je op " -":doc:`/developer/howtos/provide_iap_services`." #: ../../content/applications/general/users.rst:5 msgid "Users and companies" diff --git a/locale/nl/LC_MESSAGES/inventory_and_mrp.po b/locale/nl/LC_MESSAGES/inventory_and_mrp.po index 7074cfbd9..907734bd6 100644 --- a/locale/nl/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/nl/LC_MESSAGES/inventory_and_mrp.po @@ -8,17 +8,17 @@ # Yenthe Van Ginneken , 2022 # Erwin van der Ploeg , 2022 # Jolien De Paepe, 2023 -# Wil Odoo, 2023 # Martin Trigaux, 2023 +# Wil Odoo, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-09-11 16:10+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:48+0000\n" -"Last-Translator: Martin Trigaux, 2023\n" +"Last-Translator: Wil Odoo, 2023\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -280,38 +280,50 @@ msgstr "" msgid "GS1 barcode nomenclature" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 msgid "" -"`GS1 nomenclature `_ consolidates multiple pieces of" -" information in a single barcode. Each piece needs to follow a specific " -"barcode pattern—which is a defined format of numbers, letters, special " -"characters, and character length—to ensure proper interpretation of the " -"barcode. By scanning the barcode on an unopened box, GS1 nomenclature can " -"identify the product, lot number, number of units contained, and more." +"`GS1 nomenclature `_ consolidates various product " +"and supply chain data into a single barcode. Odoo takes in `unique Global " +"Trade Item Numbers `_ (GTIN), " +"purchased by businesses, to enable global shipping, sales, and eCommerce " +"product listing." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:17 +msgid "" +"Configure GS1 nomenclature to scan barcodes of sealed boxes and identify " +"essential product information, such as |GTIN|, lot number, quantity " +"information, and more." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +msgid "" +"|GTINs| are unique product identification that **must** be `purchased from " +"GS1 `_ to use GS1 barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:25 msgid "" "`All GS1 barcodes `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:26 msgid "" ":ref:`Odoo's default GS1 rules `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:27 msgid "" ":ref:`Why's my barcode not working? `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:32 msgid "Set up barcode nomenclature" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:34 msgid "" "To use GS1 nomenclature, navigate to the :menuselection:`Inventory app --> " "Configuration --> Settings`. Then under the :guilabel:`Barcode` section, " @@ -322,473 +334,121 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 msgid "" -"Choose GS1 from dropdown and click the internal link to see the list of GS1 " +"Choose GS1 from dropdown and click the external link to see the list of GS1 " "rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:43 msgid "" -"To view and edit a list of GS1 *rules* and *barcode patterns* Odoo supports " -"by default, click the :guilabel:`➡️ (External link)` icon to the right of " -"the :guilabel:`Barcode Nomenclature` selection." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:33 -msgid "" -"Opening the pop-up table provides an editable view of GS1 :guilabel:`Rule " -"Names` available in Odoo. The table contains all the information that can be" -" condensed with a GS1 barcode, along with the corresponding " -":guilabel:`Barcode Pattern`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:38 -msgid "" -"After setting GS1 as the barcode nomenclature, :menuselection:`Barcode " -"Nomenclatures` can also be accessed by first enabling :ref:`developer mode " -"`. Navigate to :menuselection:`Inventory app --> " -"Configuration --> Barcode Nomenclatures` and finally, select " -":guilabel:`Default GS1 Nomenclature`." +"The list of GS1 *rules* and *barcode patterns* Odoo supports by default is " +"accessible by clicking the :guilabel:`➡️ (arrow)` icon to the right of the " +":guilabel:`Barcode Nomenclature` selection." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:46 -msgid "Use GS1 barcode" +msgid "" +"In the :guilabel:`Open: Nomenclature` pop-up table, view and edit the GS1 " +":guilabel:`Rule Names` available in Odoo. The table contains all the " +"information that can be condensed with a GS1 barcode, along with the " +"corresponding :guilabel:`Barcode Pattern`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:51 msgid "" -"To build GS1 barcodes in Odoo, combine multiple pieces of information using " -"the specified barcode pattern. The `application identifier " -"`_ (A.I.) " -"serves as the universal prefix for GS1 for barcode identification. Odoo uses" -" regular expressions to describe barcode patterns concisely. Each barcode " -"pattern begins with a required 2-4 digit :abbr:`A.I. (application " -"identifier)`, which corresponds to the rule defined in the system's " -":ref:`barcode nomenclature list `. By including the appropriate :abbr:`A.I. (application " -"identifier)` from the list, Odoo can accurately interpret GS1 barcodes. " -"While most barcode patterns have a flexible length, some specific patterns, " -"such as barcodes for dates, have defined length requirements." +"After setting GS1 as the barcode nomenclature, the :menuselection:`Barcode " +"Nomenclatures` settings can also be accessed by a hidden menu that's " +"discoverable after enabling :ref:`developer mode `. Once " +"enabled, navigate to the :menuselection:`Inventory app --> Configuration -->" +" Barcode Nomenclatures` menu and finally, select :guilabel:`Default GS1 " +"Nomenclature`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:60 -msgid "" -"Use the FNC1 separator (`\\x1D`) to end the barcode without needing to reach" -" the maximum character length." +msgid "Use GS1 barcodes in Odoo" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:62 msgid "" -"Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " -"and rules to follow. Otherwise, the following section contains examples of " -"how to generate a barcode for common items in a warehouse." +"For product identification using GS1 barcodes in Odoo, businesses obtain a " +"`unique GTIN `_ as an " +"internationally distinct product identifier purchased from GS1. This |GTIN| " +"is combined with specific product details following GS1's designated " +"*barcode pattern*. The barcode pattern's arrangement of numbers and letters " +"must adhere to GS1 conventions for accurate interpretation by global systems" +" along the supply chain." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:68 -msgid "Product + quantity + lot" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:70 msgid "" -"To build a GS1 barcode for a box that contains a product, number of units in" -" it, and the lot number, the following barcode patterns are used:" +"Every barcode starts with a 2-4 digit `application identifier " +"`_ (A.I.). " +"This required prefix universally indicates what kind of information the " +"barcode contains. Odoo follows GS1 rules for identifying information, as " +"detailed in the :ref:`default GS1 rules list `. Including the relevant |AI| from the list enables " +"Odoo to correctly interpret GS1 barcodes. While most barcode patterns have a" +" fixed length requirement, certain ones, such as lots and serial numbers, " +"have flexible length." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Name" -msgstr "Naam" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Rule Name" -msgstr "Regelnaam" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "A.I." +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:77 +msgid "" +"For flexible-length barcode patterns not placed at the end of the GS1 " +"barcode, use the FNC1 separator (`\\\\x1D`) to end the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Barcode Pattern" -msgstr "Barcode patroon" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Field in Odoo" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:80 +msgid "" +"Example: The barcode pattern for lot numbers is 20 characters long. Instead " +"of creating a 20-character lot number barcode, like `LOT00000000000000001`, " +"use the FNC1 separator to make it shorter: `LOT001\\x1D`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "Product" -msgstr "Product" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "Global Trade Item Number (GTIN)" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:84 +msgid "" +"Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " +"and rules to follow. Otherwise, refer to :ref:`this GS1 usage doc " +"` for specific examples of combining |GTIN| to" +" product information and configuring the workflow." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "01" -msgstr "01" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "(01)(\\\\d{14})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid ":guilabel:`Barcode` field on product form" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 -msgid "Quantity" -msgstr "Hoeveelheid" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "Variable count of items" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -msgid "30" -msgstr "30" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "(30)(\\\\d{0,8})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid ":guilabel:`Units` field on transfer form" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "Lot Number" -msgstr "Partijnummer" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -msgid "Batch or lot number" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "10" -msgstr "10" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid ":guilabel:`Lot` on Detailed Operations pop-up" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:88 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 -#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:14 -#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:9 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:42 -#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 -msgid "Configuration" -msgstr "Configuratie" - #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:90 -msgid "" -"To track products using lots, first enable the :ref:`Lots and Serial Numbers" -" ` feature. To do so, navigate " -"to :menuselection:`Inventory app --> Configuration --> Settings`. Next, " -"under the :guilabel:`Traceability` heading, check the box for " -":guilabel:`Lots & Serial Numbers`." +msgid ":ref:`Lots workflow `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:91 +msgid ":ref:`Non-unit quantities workflow `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:96 +msgid "Create rules" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:98 msgid "" -"Then, set up the product barcode by navigating to the intended product form " -"in :menuselection:`Inventory app --> Products --> Products` and selecting " -"the product. On the product form, click :guilabel:`Edit`. Then, in the " -":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " -"with the 14-digit `Global Trade Item Number (GTIN) " -"`_, which is a universal and " -"unique identifying number from GS1." +"GS1 rules are a specific format of information contained in the barcode, " +"beginning with an |AI| and containing a defined length of characters. " +"Scanning GS1 barcodes from the :ref:`default GS1 list " +"` auto-fills corresponding" +" data in the Odoo database." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:103 msgid "" -"On the product form, omit the :abbr:`A.I. (application identifier)` `01` for" -" GTIN product barcode pattern, as it is only used to encode multiple " -"barcodes into a single barcode that contains detailed information about the " -"package contents." +"Adding GS1 barcode rules in Odoo ensures accurate interpretation of unique, " +"non-standard GS1 formats." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:106 msgid "" -"To create a barcode for the product, `Fuji Apple`, enter the 14-digit GTIN " -"`12345678901231` in the :guilabel:`Barcode` field on the product form." +"To do so, begin by turning on :ref:`developer mode ` and " +"navigating to the :guilabel:`Barcode Nomenclatures` list in " +":menuselection:`Inventory app --> Configuration --> Barcode Nomenclatures`. " +"Then, select the :guilabel:`Default GS1 Nomenclature` list item." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Enter 14-digit GTIN into the Barcode field on product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:116 -msgid "" -"It is also possible to view a list of all products and barcodes. To access " -"this list, go to :menuselection:`Inventory --> Configuration --> Settings`. " -"Under the :guilabel:`Barcode` heading, click on the :guilabel:`Configure " -"Product Barcodes` button under the :guilabel:`Barcode Scanner` section. " -"Enter the 14-digit GTIN into the :guilabel:`Barcode` column, then click " -":guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "View the Product Barcodes page from inventory settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 -msgid "" -"Next, enable lots and serial number tracking on the product. Select the " -":guilabel:`Inventory` tab on the product form. Under :guilabel:`Tracking`, " -"choose the :guilabel:`By Lots` radio button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "" -"Enable product tracking by lots in the \"Inventory\" tab of the product " -"form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:136 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:198 -msgid "Scan barcode on receipt" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 -msgid "" -"To ensure accurate lot interpretation in Odoo on product barcodes scanned " -"during a receipt operation, navigate to the :menuselection:`Barcode` app to " -"manage the :ref:`receipt picking process `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 -msgid "" -"From the :guilabel:`Barcode Scanning` dashboard, click the " -":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " -"the list of vendor receptions to process. Receipts generated from :abbr:`POs" -" (Purchase Orders)` are listed, but new receipt operations can also be " -"created directly through the :menuselection:`Barcode` app using the " -":guilabel:`Create` button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:147 -msgid "" -"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" -" product barcodes and lot numbers with a barcode scanner. The scanned " -"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " -"open a window and manually enter quantities for specific lot numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:153 -msgid "" -"After placing a :abbr:`PO (Purchase Order)` for 50 apples, navigate to the " -"associated receipt. Scan the product barcode, and Odoo will prompt for the " -"lot number." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "" -"Scan the barcode for a product on the reception picking page in the " -"*Barcode* app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:160 -msgid "" -"Scan the lot number to process 1 of 50 apples. To avoid scanning 49 " -"remaining barcodes, click the :guilabel:`✏️ (pencil)` button next to the " -"desired lot number." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan lot number and click the pencil to edit quantities." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:167 -msgid "" -"Doing so opens a mobile-friendly keypad page to specify received quantities." -" Use the keypad to specify the :guilabel:`Units` for the lot number. When " -"finished, click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Change scanned quantities using pencil button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:174 -msgid "" -"Repeat this process to specify additional lot numbers and quantities in this" -" receipt. Once the :guilabel:`Units` are all accounted for, finish the " -"reception by clicking the :guilabel:`Validate` button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:178 -msgid "" -"Alternatively, scan the barcode containing the product, lot number, and " -"quantity to complete the receipt operation in fewer steps." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:182 -msgid "Product + non-unit quantity" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:184 -msgid "" -"To build a GS1 barcode that contains products measured in a non-unit " -"quantity, like kilograms, for example, the following barcode patterns are " -"used:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "Quantity in kilograms" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "310[0-5]" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -msgid "(310[0-5])(\\\\d{6})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 -msgid "" -"To confirm that quantities are correctly interpreted in Odoo, place an order" -" in the *Purchase* app using the appropriate unit of measure " -"(:guilabel:`UoM`) for the quantity of products to be purchased." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:205 -msgid "" -":ref:`Simplify vendor unit conversions with UoMs `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:207 -msgid "" -"After the order is placed, navigate to the :menuselection:`Barcode` app to " -":ref:`receive the vendor shipment `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 -msgid "" -"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " -"peaches by scanning the barcode. If `52.1 / 52.1` :guilabel:`kg` appears on " -"the page, this means the reception was processed without issue. Finally, " -"press :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 -msgid "" -"Note: the :abbr:`A.I. (application identifier)` for kilograms, `310` + `1`, " -"was used to represent `52.1` kg as a barcode: `000521`. This is because the " -"`1` represents how many digits from the right to place the decimal point." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan barcode screen for a reception operation in the Barcode app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 -msgid "" -"For additional verification purposes, the quantities of received products " -"are also recorded on the :guilabel:`Product Moves` report, accessible by " -"navigating to :menuselection:`Inventory app --> Reporting --> Product " -"Moves`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:227 -msgid "" -"The items on the :guilabel:`Product Moves` report are grouped by product by " -"default. To confirm the received quantities, click on a product line to open" -" its collapsible drop-down menu, which displays a list of *stock move lines*" -" for the product. The latest stock move matches the warehouse reception " -"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " -"scan, demonstrating that the records processed in the *Barcode* app were " -"properly stored in *Inventory*." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "Reception stock move record for 52.1 kg of peaches." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:240 -msgid "Create rules" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:242 -msgid "" -"If a supplier uses a GS1 barcode with a field not supported by Odoo's " -":ref:`default GS1 list `, " -"Odoo will fail to interpret the entire barcode. To ensure the complete " -"reading of the barcode, it is necessary to add the missing barcode to Odoo's" -" list." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:248 -msgid "" -"While the new field will be read, the information won't link to an existing " -"field in Odoo without developer customizations. However, adding new rules is" -" still useful to ensure the rest of the fields in the barcode are " -"interpreted correctly." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:252 -msgid "" -"Begin by turning on :ref:`developer mode ` and navigating to" -" the :guilabel:`Barcode Nomenclatures` list in :menuselection:`Inventory app" -" --> Configuration --> Barcode Nomenclatures`. Then, select the " -":guilabel:`Default GS1 Nomenclature` list item." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:110 msgid "" "On the :guilabel:`Default GS1 Nomenclature` page, select :guilabel:`Add a " "line` at the bottom of the table, which opens a window to create a new rule." @@ -804,24 +464,24 @@ msgid "" "about the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:266 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:120 msgid "" "After filling in the information, click the :guilabel:`Save & New` button to" " make another rule or click :guilabel:`Save & Close` to save and return to " "the table of rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:126 msgid "Barcode troubleshooting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:274 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 msgid "" "Since GS1 barcodes are challenging to work with, here are some checks to try" " when the barcodes are not working as expected:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:277 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:131 msgid "" "Ensure that the :guilabel:`Barcode Nomenclature` setting is set as " ":menuselection:`Default GS1 Nomenclature`. Jump to the :ref:`nomenclature " @@ -829,7 +489,7 @@ msgid "" "details." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:280 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:134 msgid "" "Ensure that the fields scanned in the barcode are enabled in Odoo. For " "example, to scan a barcode containing lots and serial numbers, make sure the" @@ -838,7 +498,7 @@ msgid "" "`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:284 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 msgid "" "Omit punctuation such as parentheses `()` or brackets `[]` between the " ":abbr:`A.I. (Application Identifier)` and the barcode sequence. These are " @@ -847,7 +507,7 @@ msgid "" " to :ref:`this section `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:288 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 msgid "" "When a single barcode contains multiple encoded fields, Odoo requires all " "rules to be listed in the barcode nomenclature for Odoo to read the barcode." @@ -855,11 +515,39 @@ msgid "" "add new rules in the barcode nomenclature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:295 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:146 +msgid "" +"Test barcodes containing multiple encoded fields, piece by piece, to figure " +"out which field is causing the issue." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:150 +msgid "" +"When testing a barcode containing the |GTIN|, lot number, and quantity, " +"start by scanning the |GTIN| alone. Then, test the |GTIN| with the lot " +"number, and finally, try scanning the whole barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:154 +msgid "" +"After diagnosing the encoded field is unknown, :ref:`add new rules " +"` to Odoo's default list to recognize " +"GS1 barcodes with unique specifications." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:159 +msgid "" +"While the new field will be read, the information won't link to an existing " +"field in Odoo without developer customizations. However, adding new rules is" +" necessary to ensure the rest of the fields in the barcode are interpreted " +"correctly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:166 msgid "GS1 nomenclature list" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:297 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:168 msgid "" "The table below contains Odoo's default list of GS1 rules. Barcode patterns " "are written in regular expressions. Only the first three rules require a " @@ -867,299 +555,793 @@ msgid "" "final character." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Rule Name" +msgstr "Regelnaam" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Type" msgstr "Soort" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Barcode Pattern" +msgstr "Barcode patroon" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "GS1 Content Type" msgstr "GS1 inhoud type" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Odoo field" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Serial Shipping Container Code" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package" msgstr "Pakket" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "(00)(\\\\d{18})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "Numeric identifier" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package name" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Global Trade Item Number (GTIN)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Unit Product" msgstr "Producteenheid" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "(01)(\\\\d{14})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid ":guilabel:`Barcode` field on product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "GTIN of contained trade items" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "(02)(\\\\d{14})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Packaging" msgstr "Verpakking" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "Ship to / Deliver to global location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Destination location" msgstr "Bestemmingslocatie" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "(410)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Ship / Deliver for forward" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "(413)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Source location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "I.D. of a physical location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 msgid "Location" msgstr "Locatie" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "(414)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Batch or lot number" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Lot" msgstr "Partij" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 msgid "(10) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Alpha-numeric name" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Serial number" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "(21) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging Date" msgstr "Verpakkingsdatum" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "(13)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Date" msgstr "Datum" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Pack date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before Date" msgstr "Tenminste houdbaar tot datum" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "(15)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration Date" msgstr "Vervaldatum" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "(17)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiry date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Variable count of items" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "Quantity" +msgstr "Hoeveelheid" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "(30)(\\\\d{0,8})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Measure" msgstr "Eenheid" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 msgid "UoM: Units" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Count of trade items" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "(37)(\\\\d{0,8})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Qty in units for containers (AI 02)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Net weight: kilograms (kg)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "(310[0-5])(\\\\d{6})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Qty in kg" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Length in meters (m)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "(311[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Qty in m" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Net volume: liters (L)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "(315[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Qty in L" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Net volume: cubic meters (m\\ :sup:`3`)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "(316[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Qty in m\\ :sup:`3`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Length in inches (in)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "(321[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Qty in inches" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Net weight/volume: ounces (oz)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "(357[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Qty in oz" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Net volume: cubic feet (ft\\ :sup:`3`)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "(365[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Qty in ft\\ :sup:`3`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging type" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging Type" msgstr "Verpakkingssoort" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "(91) ([!\"%-/0-9:-?A-Z_a-z]{0,90})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Package type" msgstr "Verpakkingstype" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:3 +msgid "GS1 barcode usage" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:10 +msgid "" +"GS1 barcodes provide a standardized format that barcode scanners can " +"interpret. They encode information in a :ref:`specific structure recognized " +"globally `, allowing scanners to understand and " +"process supply chain data consistently." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:14 +msgid "" +"Odoo *Barcode* interprets and prints GS1 barcodes, automating product " +"identification and tracking in warehouse operations such as receiving, " +"picking, and shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:17 +msgid "" +"The following sections contain examples of how Odoo uses GS1 barcodes " +"provided by the business to identify common warehouse items and automate " +"certain warehouse workflows." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:21 +msgid "" +"Odoo **does not** create GS1 barcodes. Businesses must purchase a unique " +"Global Trade Item Number (GTIN) from GS1. Then, they can combine their " +"existing GS1 barcodes with product and supply chain information (also " +"provided by GS1) to create barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:26 +msgid "`Purchase GTINs `_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:27 +msgid ":ref:`GS1 nomenclature `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:32 +msgid "Configure barcodes for product, quantity, and lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:34 +msgid "" +"To build a GS1 barcode that contains information about a product, its " +"quantities, and the lot number, the following barcode patterns and " +"Application Identifiers (A.I.) are used:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Name" +msgstr "Naam" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "A.I." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Field in Odoo" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Product" +msgstr "Product" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:203 +msgid "01" +msgstr "01" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:139 +msgid "30" +msgstr "30" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid ":guilabel:`Units` field on transfer form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Lot Number" +msgstr "Partijnummer" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:143 +msgid "10" +msgstr "10" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid ":guilabel:`Lot` on Detailed Operations pop-up" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 +msgid "Configuration" +msgstr "Configuratie" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:54 +msgid "" +"First, :ref:`enable product tracking using lots " +"` by navigating to " +":menuselection:`Inventory app --> Configuration --> Settings`, and checking " +"the box for :guilabel:`Lots & Serial Numbers` under the " +":guilabel:`Traceability` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:58 +msgid "" +"Then, set up the product barcode by navigating to the intended product form " +"in :menuselection:`Inventory app --> Products --> Products` and selecting " +"the product. On the product form, click :guilabel:`Edit`. Then, in the " +":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " +"with the unique 14-digit `Global Trade Item Number (GTIN) " +"`_, which is a universally " +"recognized identifying number that is provided by GS1." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:66 +msgid "" +"On the product form, omit the |AI| `01` for |GTIN| product barcode pattern, " +"as it is only used to encode multiple barcodes into a single barcode that " +"contains detailed information about the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:72 +msgid "" +"To record the GS1 barcode for the product, `Fuji Apple`, enter the 14-digit " +"|GTIN| `20611628936004` in the :guilabel:`Barcode` field on the product " +"form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Enter 14-digit GTIN into the Barcode field on product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:80 +msgid "" +"To view a list of *all* products and their corresponding barcodes in the " +"Odoo database, navigate to :menuselection:`Inventory app --> Configuration " +"--> Settings`. Under the :guilabel:`Barcode` heading, click on the " +":guilabel:`Configure Product Barcodes` button under the :guilabel:`Barcode " +"Scanner` section. Enter the 14-digit |GTIN| into the :guilabel:`Barcode` " +"column, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "View the Product Barcodes page from inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:92 +msgid "" +"After activating tracking by lots and serial numbers from the settings page," +" specify that this feature is to be applied on each product by navigating to" +" the :guilabel:`Inventory` tab on the product form. Under " +":guilabel:`Tracking`, choose the :guilabel:`By Lots` radio button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "" +"Enable product tracking by lots in the \"Inventory\" tab of the product " +"form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:176 +msgid "Scan barcode on receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:103 +msgid "" +"To ensure accurate lot interpretation in Odoo on product barcodes scanned " +"during a receipt operation, navigate to the :menuselection:`Barcode` app to " +"manage the :ref:`receipt picking process `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:107 +msgid "" +"From the :guilabel:`Barcode Scanning` dashboard, click the " +":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " +"the list of vendor receipts to process. Receipts generated from :abbr:`POs " +"(Purchase Orders)` are listed, but new receipt operations can also be " +"created directly through the :menuselection:`Barcode` app using the " +":guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:112 +msgid "" +"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" +" product barcodes and lot numbers with a barcode scanner. The scanned " +"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " +"open a window and manually enter quantities for specific lot numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:118 +msgid "" +"After placing a :abbr:`PO (Purchase Order)` for fifty apples, navigate to " +"the associated receipt in the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:121 +msgid "" +"Scan the barcode containing the |GTIN|, quantity, and lot number. For " +"testing with a barcode scanner, below is an example barcode for the fifty " +"Fuji apples in Lot 2." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:129 +msgid "50 Fuji apples in Lot0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:199 +msgid "2D Matrix" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"2D matrix of GS1 barcode of 50 fuji apples with an assigned lot number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:202 +msgid "|AI| (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:204 +msgid "GS1 Barcode (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:137 +msgid "20611628936004" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:138 +msgid "|AI| (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:208 +msgid "GS1 Barcode (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:141 +msgid "00000050" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:142 +msgid "|AI| (lot)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:144 +msgid "GS1 Barcode (lot #)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:145 +msgid "LOT0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:210 +msgid "Full GS1 barcode" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:147 +msgid "0120611628936004 3000000050 10LOT0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:149 +msgid "" +":ref:`If the configuration is correct `," +" `50/50` :guilabel:`Units` processed will be displayed and the " +":guilabel:`Validate` button turns green. Click the :guilabel:`Validate` " +"button to complete the reception." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"Scan the barcode for a product on the reception picking page in the " +"*Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:160 +msgid "Configure barcode for product and non-unit quantity" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:162 +msgid "" +"To build a GS1 barcode that contains products measured in a non-unit " +"quantity, like kilograms, for example, the following barcode patterns are " +"used:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Quantity in kilograms" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "310[0-5]" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:178 +msgid "" +"To confirm that quantities are correctly interpreted in Odoo, place an order" +" in the *Purchase* app using the appropriate unit of measure " +"(:guilabel:`UoM`) for the quantity of products to be purchased." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:183 +msgid "" +":ref:`Simplify vendor unit conversions with UoMs `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:185 +msgid "" +"After the order is placed, navigate to the :menuselection:`Barcode` app to " +":ref:`receive the vendor shipment `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:189 +msgid "" +"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " +"peaches by scanning the barcode containing the |GTIN| and quantity of " +"peaches in kilograms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:197 +msgid "52.1 kg of Peaches" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "2D matrix of GS1 barcode of 52.1 kg of peaches." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:205 +msgid "00614141000012" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:206 +msgid "|AI| (kg, 1 decimal point)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:207 +msgid "3101" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:209 +msgid "000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:211 +msgid "0100614141000012 3101000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:213 +msgid "" +":ref:`If the configuration is correct `," +" `52.1 / 52.1` :guilabel:`kg` will be displayed and the :guilabel:`Validate`" +" button turns green. Finally, press :guilabel:`Validate` to complete the " +"validation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Scan barcode screen for a reception operation in the Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:222 +msgid "Verify product moves" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:224 +msgid "" +"For additional verification, the quantities of received products are also " +"recorded on the :guilabel:`Product Moves` report, accessible by navigating " +"to :menuselection:`Inventory app --> Reporting --> Product Moves`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:228 +msgid "" +"The items on the :guilabel:`Product Moves` report are grouped by product by " +"default. To confirm the received quantities, click on a product line to open" +" its collapsible drop-down menu, which displays a list of *stock move lines*" +" for the product. The latest stock move matches the warehouse reception " +"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " +"scan, demonstrating that the records processed in the *Barcode* app were " +"properly stored in *Inventory*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "Reception stock move record for 52.1 kg of peaches." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst:3 msgid "Process to Transfers" msgstr "" @@ -1843,6 +2025,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:115 msgid "" "Then, to change the month, click :guilabel:`December` to reveal the drop-" "down menu, and select the desired month." @@ -1933,55 +2116,191 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:5 msgid "" -"In most companies, the stock is only counted once a year. That's why by " -"default, after making an inventory adjustment in Odoo, the scheduled date " -"for the next count is set on the 31st of December. However, for some " -"businesses it's crucial to have an accurate inventory count at all times." +"For most companies, warehouse stock only needs to be counted once a year. " +"This is why, by default, after making an *inventory adjustment* in Odoo, the" +" scheduled date for the next inventory count is set for the 31st of December" +" of the current year." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:9 msgid "" -"The goal of cycle counts is to keep critical stock levels accurate by " -"counting more often at key locations." +"However, for some businesses, it's crucial to have an accurate inventory " +"count at all times. These companies use *cycle counts* to keep critical " +"stock levels accurate. Cycle counting is a method by which companies count " +"their inventory more often in certain *locations*, to ensure that their " +"physical inventory counts match their inventory records." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:15 +msgid "Activate storage locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:17 msgid "" -"In Odoo, cycle counts are location-based. The frequency of the counts is " -"defined by the storage location. To activate storage locations, go to " -":menuselection:`Inventory --> Configuration --> Settings --> Warehouse` and " -"activate the :guilabel:`Storage Locations` setting. Next, click " -":guilabel:`Save` to apply the setting." +"In Odoo, cycle counts are location-based. Therefore, the *storage locations*" +" feature needs to be enabled before performing a cycle count." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:20 +msgid "" +"To enable this feature, navigate to :menuselection:`Inventory app --> " +"Configuration --> Settings`, and scroll down to the :guilabel:`Warehouse` " +"section. Then, click the checkbox next to :guilabel:`Storage Locations`. " +"Click :guilabel:`Save` to save all changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst-1 -msgid "Enable Storage Locations in Odoo settings." +msgid "Enabled storage locations setting in inventory settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:26 -msgid "Change the inventory frequency" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:28 -msgid "" -"To change a location's inventory frequency, first, go to the locations by " -"clicking :menuselection:`Inventory --> Configuration --> Locations`." +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:29 +msgid "Change inventory count frequency by location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:31 msgid "" -"Then, click on a location to open the location settings. Next, click on " -":guilabel:`Edit`. In the :guilabel:`Inventory Frequency (Days)` field, set " -"the number of days. For example, a location that needs an inventory count " -"every 30 days would set the :guilabel:`Inventory Frequency (Days)` value to " -"`30`. Once the value is entered, click :guilabel:`Save` to apply the setting" -" to the location. Now, once an inventory adjustment is applied to this " -"location, the next scheduled count date will be automatically set based on " -"the number of days in the :guilabel:`Inventory Frequency (Days)` setting." +"Now that the storage locations setting is enabled, the inventory count " +"frequency can be changed for specific locations created in the warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:34 +msgid "" +"To view and edit locations, navigate to :menuselection:`Inventory app --> " +"Configuration --> Locations`. This reveals a :guilabel:`Locations` page " +"containing every location currently created and listed in the warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:38 +msgid "" +"From this page, click into a location to reveal the settings and " +"configuration page for that location. Click :guilabel:`Edit` to edit the " +"location settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:41 +msgid "" +"Under the :guilabel:`Cyclic Inventory` section, locate the " +":guilabel:`Inventory Frequency (Days)` field, which should be set to `0` (if" +" this location has not been edited previously). In this field, change the " +"value to whichever number of days is desired." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst-1 -msgid "Edit a location to change the inventory frequency." +msgid "Location frequency setting on location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:50 +msgid "" +"A location that needs an inventory count every 30 days should have the " +":guilabel:`Inventory Frequency (Days)` value set to `30`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:53 +msgid "" +"Once the frequency has been changed to the desired number of days, click " +":guilabel:`Save` to save changes. Now, once an inventory adjustment is " +"applied to this location, the next scheduled count date is automatically " +"set, based on the value entered into the :guilabel:`Inventory Frequency " +"(Days)` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:59 +msgid "Count inventory by location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:61 +msgid "" +"To perform a cycle count for a specific location in the warehouse, navigate " +"to :menuselection:`Inventory app --> Operations --> Inventory Adjustments`. " +"This reveals an :guilabel:`Inventory Adjustments` page containing all " +"products currently in stock, with each product listed on its own line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:66 +msgid "" +"From this page, the :guilabel:`Filters` and :guilabel:`Group By` buttons (at" +" the top of the page, under the :guilabel:`Search...` bar), can be used to " +"select specific locations and perform inventory counts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst-1 +msgid "Inventory adjustments page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:74 +msgid "" +"To select a specific location and view all products within that location, " +"click :guilabel:`Group By`, then click :guilabel:`Add Custom Group` to " +"reveal a new drop-down menu to the right." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:77 +msgid "" +"Click :guilabel:`Location` from the drop-down menu, then click " +":guilabel:`Apply`. The page now displays condensed drop-down menus of each " +"location in the warehouse that has products in stock, and a cycle count can " +"be performed for all products in that location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:82 +msgid "" +"In large warehouses with multiple locations and a high volume of products, " +"it might be easier to search for the specific location desired. To do this, " +"from the :guilabel:`Inventory Adjustments` page, click :guilabel:`Filters`. " +"Then, click :guilabel:`Add Custom Filter` to reveal a new menu to the right." +" Click this menu to reveal three drop-downs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:87 +msgid "" +"For the first field, click and select :guilabel:`Location` from the drop-" +"down. For the second field, leave the :guilabel:`contains` value as is. For " +"the third field, type in the name of the location that is being searched " +"for. Click :guilabel:`Apply` for that location to appear on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst-1 +msgid "Applied filters and group by on inventory adjustments page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:97 +msgid "Change full inventory count frequency" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:99 +msgid "" +"While cycle counts are typically performed per location, the scheduled date " +"for full inventory counts of everything in-stock in the warehouse can also " +"be manually changed to push the date up sooner than the date listed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:103 +msgid "" +"To modify the default scheduled date, go to :menuselection:`Inventory app " +"--> Configuration --> Settings`. Then, in the :guilabel:`Operations` " +"section, locate the :guilabel:`Annual Inventory Day and Month` setting " +"field, which includes a drop-down that is set to `31` :guilabel:`December` " +"by default." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst-1 +msgid "Frequency field in inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:112 +msgid "" +"To change the day, click the `31`, and change it to a day within the range " +"`1-31`, depending on the desired month of the year." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:118 +msgid "" +"Once all changes have been made, click :guilabel:`Save` to save all changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:121 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers.rst:5 @@ -4062,403 +4381,596 @@ msgid "Planning" msgstr "Planning" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:3 -msgid "How is the Scheduled Delivery Date Computed" +msgid "Scheduled delivery dates" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:5 msgid "" -"Providing the best possible service to customers is vital for business. It " -"implies planning every move: manufacturing orders, deliveries, receptions, " -"and so on. To do so, you need to configure lead time properly and coordinate" -" scheduled dates." +"Accurately forecasting delivery dates is vital for fulfilling customer " +"expectations. In Odoo, the *Inventory* app allows for comprehensive lead " +"time configuration, allowing coordination and planning of manufacturing " +"orders, deliveries, and receptions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:9 -msgid "" -"By using lead times, Odoo provides end dates, the **Commitment Date**, for " -"each process. On a sales order, for example, this is the date your customer " -"will get the products he ordered." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:10 +msgid "Lead time types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:12 msgid "" -"From the customers’ side, the commitment date is important because it gives " -"them an estimation of when they will receive their products. The dates take " -"all other lead times, such as manufacturing, delivery, or suppliers, into " -"account." +"Different lead times for different operations can impact various stages of " +"the order fulfillment process. Here's a summary of the types of lead times " +"in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "Show graphic of all lead times working together." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:19 -msgid "How are Lead Times Calculated?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:27 msgid "" -"As said above, there are several types of lead times. Each is calculated " -"based on various indicators. Before going through the configuration, here is" -" a brief summary of how lead times are calculated and what they are:" +":ref:`Customer lead time `: The default " +"time frame for fulfilling customer orders. The customer lead time is the " +"number of days from the date the sales order (SO) is confirmed to the date " +"the products are shipped from the warehouse. This is also known as *delivery" +" lead time*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:24 msgid "" -"**Customer Lead Time**: the customer lead time is the default duration you " -"set. Therefore, the expected date on the sales orders is today + customer " -"lead time." +":ref:`Sales security lead time `: " +"moves the *scheduled delivery date* forward by a specified number of days. " +"This serves as a buffer to allow the team ample time to prepare the outgoing" +" shipment earlier, considering the possibility of delays in the fulfillment " +"process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:29 msgid "" -"**Sales Security Lead Time**: the purpose is to be ready shipping that many " -"days before the actual commitment taken with the customer. Then, the default" -" scheduled date on the delivery order is **SO delivery date - Security Lead " -"Time**." +":ref:`Purchase lead time `: the number of " +"days from the confirmation of a purchase order (PO) to the receipt of " +"products. It provides insight on the time it takes for products to arrive at" +" the warehouse, facilitating effective scheduling and planning of supplier " +"deliveries." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:34 msgid "" -"**Purchase Security Lead Time**: margin of error for vendor lead times. When" -" the system generates Purchase Orders for procuring products, they will be " -"scheduled that many days earlier to cope with unexpected vendor delays." +":ref:`Purchase security lead time `: advances the order deadline on a :abbr:`PO (Purchase Order)` by a " +"specified number of days. This proactive approach of placing orders earlier " +"mitigates the risk of vendor or shipping delays. Thus, for products that are" +" set to replenish to order, the need appears on the *Replenishment report* " +"earlier, according to the specified number of days." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:40 msgid "" -"**Purchase Delivery Lead Time**: this is the expected time between a PO " -"being confirmed and the receipt of the ordered products. The **Receipt " -"scheduled date - Vendor delivery date** is the default *PO Order By* date." +":ref:`Manufacturing lead time `: the number " +"of days needed to complete a manufacturing order (MO) from the date of " +"confirmation. This lead time includes weekends (non-working hours in Odoo), " +"and is used to forecast an approximate production date for a finished good." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:45 msgid "" -"**Days to Purchase**: number of days the purchasing department takes to " -"validate a PO. If another RFQ to the same vendor is already opened, Odoo " -"adds the line to the RFQ instead of creating a new one. Then, the specific " -"date is set on the line." +":ref:`Manufacturing security lead time `: moves the scheduled date of the :abbr:`MO (Manufacturing Order)` " +"forward by a specified number of days. When used in conjunction with " +":ref:`replenish to order `, the " +"security lead time makes the need appear earlier on the replenishment " +"report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:53 +msgid "Sales lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:55 msgid "" -"**Manufacturing Lead Time**: this is the expected time it takes to " -"manufacture a product. This lead time is independent of the quantity to " -"produce and does not take the routing time into account." +"Customer lead times and sales security lead times can be configured to " +"automatically compute an *expected delivery date* on a :abbr:`SO (Sales " +"Order)`. The expected delivery date ensures a realistic *delivery dates* " +"setting for shipments from the warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:59 msgid "" -"**Manufacturing Security Lead Time**: additional time to mitigate the risk " -"of a manufacturing delay. In case of a *Replenish to Order*, the **Delivery " -"Order scheduled date - Manufacturing Lead Time - Manufacturing Security Lead" -" Time** is the default *Manufacturing Order* planned date." +"Odoo issues a warning message if the set delivery date is earlier than the " +"expected date, as it may not be feasible to fulfill the order by that time, " +"which would impact other warehouse operations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:68 -msgid "Sales - Lead Times" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:63 msgid "" -"In the *Sales* app, there is an option called *Delivery Date*. It allows " -"seeing an additional field on the sales orders, *Expected Date*. This one is" -" automatically computed based on the different lead times previously " -"configured." +"A :abbr:`SO (Sales Order)` containing a `Coconut-scented candle` is " +"confirmed on July 11th. The product has a customer lead time of 14 days, and" +" the business uses a sales security lead time of 1 day. Based on the lead " +"time inputs, Odoo suggests a delivery date in 15 days, on July 26th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"View of the delivery settings to have the delivery lead time taken into " -"account" +"Set *Delivery Date* in a sales order. Enables delivery lead times feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:71 msgid "" -"If the set up *Delivery Date* is earlier than the the *Expected Date*, a " -"warning message is displayed." +"The following sections demonstrate how to automatically compute expected " +"delivery dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:74 +msgid "Customer lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:76 msgid "" -"View of the error that occurs when trying to choose an earlier date than what calculated\n" -"by Odoo" +"Set the customer lead time on each product form, by navigating to the " +"products page. To do so, go to :menuselection:`Sales app --> Products --> " +"Products`. From there, select the desired product, and switch to the " +":guilabel:`Inventory` tab. Then, under the :guilabel:`Customer Lead Time` " +"field, fill in the number of calendar days required to fulfill the delivery " +"order from start to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:82 msgid "" -"But, for all of this properly working, it is still necessary to configure " -"all the lead times that could occur." +"Set a 14-day customer lead time for the `Coconut-scented candle` by " +"navigating to its product form. Then, in the :guilabel:`Inventory` tab, type" +" `14.00` days into the :guilabel:`Customer Lead Time` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:91 -msgid "Customer Lead Time" -msgstr "Levertijd aan klant" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Set *Customer Lead Time* on the product form." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:93 -msgid "" -"The *Customer Lead Time* is the time needed for your product to go from your" -" warehouse to the customer place. It can be configured on any product by " -"going to :menuselection:`Sales --> Products --> Products`. There, open your " -"product form, go in the inventory tab, and add your *Customer Lead Time*." +msgid "Sales security lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the customer lead time configuration from the product form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:95 +msgid "" +"*Sales security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:98 msgid "" -"For example, product B is ordered on the 2nd of April but the *Customer Lead" -" Time* is two days. In that case, the expected delivery date is the 4th of " -"April." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Sales`, and " +"click the checkbox to enable the feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:108 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 -msgid "Security Lead Time" -msgstr "Veiligheid leveringstijd" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:101 msgid "" -"In sales, *Security Lead Time* corresponds to backup days to ensure you are " -"able to deliver the products in time. The purpose is to be ready shipping " -"earlier in order to arrive on time." +"Next, enter the desired number of calendar days. This security lead time is " +"a buffer notifying the team to prepare for outgoing shipments earlier than " +"the scheduled date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:105 msgid "" -"The number of security days is subtracted from the calculation to compute a " -"scheduled date earlier than the one promised to the customer." +"Setting the :guilabel:`Security Lead Time for Sales` to `1.00` day, pushes " +"the :guilabel:`Scheduled Date` of a delivery order (DO) forward by one day. " +"In that case, if a product is initially scheduled for delivery on April 6th," +" but with a one-day security lead time, the new scheduled date for the " +"delivery order would be April 5th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"View of the security lead time for sales configuration from the sales " +"settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:115 +msgid "Deliver several products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:117 msgid "" -"To set this up, go to :menuselection:`Inventory --> Configuration --> " -"Settings` and enable the feature *Security Lead Time for Sales*." +"For orders that include multiple products with different lead times, the " +"lead times can be configured directly from the quotation itself. On a " +"quotation, click the :guilabel:`Other Info` tab, and set the " +":guilabel:`Shipping Policy` to:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:121 +msgid "" +":guilabel:`As soon as possible` to deliver products as soon as they are " +"ready. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is " +"determined by adding today's date to the shortest lead time among the " +"products in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:125 +msgid "" +":guilabel:`When all products are ready` to wait to fulfill the entire order " +"at once. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` " +"is determined by adding today's date to the longest lead time among the " +"products in the order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "" -"View of the security lead time for sales configuration from the sales " -"settings" +msgid "Show *Shipping Policy* field in the *Other Info* tab of a quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:134 msgid "" -"For example, product B is scheduled to be delivered on the 6th of April but " -"the *Security Lead Time* is one day. In that case, the scheduled date for " -"the delivery order is the 5th of April." +"In a quotation containing 2 products, `Yoga mat` and `Resistance band,` the " +"products have a lead time of 8 days and 5 days, respectively. Today's date " +"is April 2nd." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:129 -msgid "Deliver several products" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:137 +msgid "" +"When the :guilabel:`Shipping Policy` is set to :guilabel:`As soon as " +"possible`, the scheduled delivery date is 5 days from today: April 7th. On " +"the other hand, selecting :guilabel:`When all products are ready` configures" +" the scheduled date to be 8 days from today: April 10th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:131 -msgid "" -"In many cases, customers order several products at the same time. Those can " -"have different lead times but still need to be delivered, at once or " -"separately. Fortunately, Odoo can help you handle these cases easily." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:135 -msgid "" -"From the *Other Info* tab of your *Sale Order*, you can choose between *When" -" all products are ready* and *As soon as possible*. The first one is to " -"deliver products at once, while the second is to deliver them separately." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:140 -msgid "" -"For example, products A and B are ordered at the same time. A has 8 lead " -"days and B has 5. With the first option, the *Expected Date* is calculated " -"based on the product with the most lead days, here A. If the order is " -"confirmed on the 2nd of April, then the *Expected Date* is on the 10th of " -"April." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:144 +msgid "Purchase lead times" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:146 msgid "" -"With the second option, the *Expected Date* is calculated based on the " -"product with the least customer lead days. In this example, B is the product" -" with the least lead days. So, the *Expected Date* is on the 7th of April." +"Automatically determining the dates on which to place orders from suppliers " +"can help simplify the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:152 -msgid "Purchase - Lead Times" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:155 -msgid "Supplier Lead Time" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:149 msgid "" -"The *Supplier Lead Time* is the time needed for a product you purchased to " -"be delivered. To configure it, open a product from :menuselection:`Purchase " -"--> Products --> Products` and add a vendor under the *Purchase* tab." +"Odoo calculates the supplier shipment *receipt date*, and :abbr:`PO " +"(Purchase Order)` deadline, based on the required date the product is needed" +" in the warehouse. By working backwards from the receipt date, vendor lead " +"times and purchase security lead times are taken into account, in order to " +"determine the :abbr:`PO (Purchase Order)` deadline." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:154 +msgid "" +"This deadline is the date by which the order should be confirmed, in order " +"to ensure timely arrival by the expected receipt date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the way to add vendors to products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:166 msgid "" -"By clicking on *Add a line*, a new window is displayed. You can specify the " -"*Delivery Lead Time* there. If done so, the delivery day for every purchase " -"of that product is now equal to *Date of the Purchase Order + Delivery Lead " -"Time*." +"Visualization of PO deadline and receipt date used with vendor lead times." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the delivery lead time configuration from a vendor form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:162 +msgid "" +":ref:`PO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:165 +msgid "Vendor lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:167 +msgid "" +"To set a vendor lead time for orders arriving in the warehouse from a vendor" +" location, begin by navigating to a product form through " +":menuselection:`Purchase app --> Products --> Products`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:170 +msgid "" +"Next, select the desired product, and switch to the :guilabel:`Purchase` " +"tab. In the editable vendor pricelist, click the :guilabel:`Add a line` " +"button to add vendor details, such as the :guilabel:`Vendor` name, " +":guilabel:`Price` offered for the product, and lastly, the " +":guilabel:`Delivery Lead Time`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:176 msgid "" -"It is possible to add different vendors and, thus, different lead times " -"depending on the vendor." +"Multiple vendors and lead times can be added to the vendor pricelist. The " +"default vendor and lead time selected will be the entry at the top of the " +"list." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 msgid "" -"The *Security Lead Time* for purchase follows the same logic as the one for " -"*Sales*, except that you are the customer. Then, it is the margin of error " -"for your supplier to deliver your order." +"On the vendor pricelist of the product form, the :guilabel:`Delivery Lead " +"Time` for the selected vendor is set to `10 days.`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Add delivery lead times to vendor pricelist on a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:187 msgid "" -"To set up *Security Lead Time* for purchase, go to :menuselection:`Inventory" -" --> Configuration --> Settings` and enable the feature." +"By setting the vendor lead time, the expected arrival date of the item is " +"automatically determined as the date of the :abbr:`PO (Purchase Order)` " +"confirmation, plus the vendor lead time. This ensures that warehouse " +"employees are notified, if the products do **not** arrive within the " +"expected timeframe." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:193 msgid "" -"View of the security lead time for purchase from the inventory settings" +"On a :abbr:`PO (Purchase Order)` confirmed on July 11th, for a product " +"configured with a 10-day vendor lead time, Odoo automatically sets the " +":guilabel:`Receipt Date` to July 21st. The receipt date also appears as the " +":guilabel:`Scheduled Date` on the warehouse receipt form, accessible from " +"the :guilabel:`Receipt` smart button, located on the :guilabel:`PO (Purchase" +" Order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Show expected *Receipt Date* of the product from the vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"Doing so, every time the system generates purchase orders, those are " -"scheduled that many days earlier to cope with unexpected vendor delays." +"Show expected *Scheduled Date* of arrival of the product from the vendor." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:198 -msgid "Manufacturing - Lead Times" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:201 -msgid "Manufacturing Lead Time" -msgstr "Productietijd" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:203 -msgid "" -"The *Manufacturing Lead Time* is the time needed to manufacture the product." -" To specify it, open the *Inventory* tab of your product form and add the " -"number of days the manufacturing takes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "" -"View of the manufacturing lead time configuration from the product form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:209 +msgid "Purchase security lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:211 msgid "" -"When working with *Manufacturing Lead Times*, the *Deadline Start* of the " -"*MO* is **Commitment Date - Manufacturing Lead Time**. For example, the MO’s" -" deadline start date for an order having a commitment date on the 10th of " -"July is June 27th." +"*Purchase security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:214 msgid "" -"The *Security Lead Time* for manufacturing allows generating manufacturing " -"orders earlier to cope with the risk of manufacturing delays." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Purchase`, and" +" click the checkbox to enable the feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 msgid "" -"To enable it, go to :menuselection:`Manufacturing --> Configuration --> " -"Settings` and tick *Security Lead Time*." +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in supplier " +"deliveries." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:221 +msgid "" +"Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, " +"pushes the :guilabel:`Scheduled Date` of receipt back by one day. In that " +"case, if a product is initially scheduled to arrive on April 6th, with a " +"two-day security lead time, the new scheduled date for the receipt would be " +"April 8th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"Set security lead time for purchase from the Inventory > Configuration > " +"Settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:233 +msgid "Manufacturing lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:235 +msgid "" +"Lead times can help simplify the procurement process for consumable " +"materials and components used in manufactured products with bills of " +"materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the deadline to " +"begin the manufacturing process to complete the product by the scheduled " +"delivery date, can be determined by configuring the manufacturing lead times" +" and manufacturing security lead times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "" +"Visualization of the determination of planned MO date manufacturing lead " +"times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:247 +msgid "Manufacturing lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:249 +msgid "" +"Configure the manufacturing lead time directly on the product form, by " +"navigating to :menuselection:`Manufacturing app --> Products --> Products`, " +"and select the desired product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:252 +msgid "" +"In the :guilabel:`Inventory` tab of the product, specify the calendar days " +"needed to the manufacture the product in the :guilabel:`Manufacturing Lead " +"Time` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 +msgid "" +"Specify a 14-day :guilabel:`Manufacturing Lead Time` for a product directly " +"in the :guilabel:`Inventory` tab of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"View of the manufacturing lead time configuration from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:263 +msgid "" +"Establish a :abbr:`MO (Manufacturing Order)` deadline, based on the " +"*expected delivery date*, indicated in the :guilabel:`Scheduled Date` field " +"of the :abbr:`DO (Delivery Order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:266 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the " +":guilabel:`Scheduled Date` field on the :abbr:`MO (Manufacturing Order)`, is" +" calculated as the *expected delivery date* subtracted by the manufacturing " +"lead time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:270 +msgid "" +"This ensures the manufacturing process begins on time, in order to meet the " +"delivery date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:272 +msgid "" +"However, it's important to note that lead times are based on calendar days. " +"Lead times do **not** consider weekends, holidays, or *work center capacity*" +" (:dfn:`the number of operations that can be performed at the work center " +"simultaneously`)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:277 +msgid ":ref:`Manufacturing planning `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:278 +msgid "" +":ref:`Configure automatic MO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:282 +msgid "" +"A product's scheduled shipment date on the :abbr:`DO (Delivery Order)` is " +"August 15th. The product requires 14 days to manufacture. So, the latest " +"date to start the :abbr:`MO (Manufacturing Order)` to meet the commitment " +"date is August 1st." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:289 +msgid "Manufacturing security lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:291 +msgid "" +"*Manufacturing security lead time* is set globally for the business in " +":menuselection:`Manufacturing app --> Configuration --> Settings`. Under the" +" :guilabel:`Planning` heading, locate the box for :guilabel:`Security Lead " +"Time`, and click the checkbox to enable the feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:295 +msgid "" +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in the " +"manufacturing process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" "View of the security lead time for manufacturing from the manufacturing app " -"settings" +"settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:303 msgid "" -"For example, a customer orders B with a delivery date scheduled on the 20th " -"of June. The *Manufacturing Lead Time* is 14 days and the *Security Lead " -"Time* is 3 days, so the manufacturing of B needs to start at the latest on " -"the 3rd of June, which is the MO’s planned date." +"A product has a scheduled shipment date on the :abbr:`DO (Delivery Order)` " +"set for August 15th. The manufacturing lead time is 7 days, and " +"manufacturing security lead time is 3 days. So, the :guilabel:`Scheduled " +"Date` on the :abbr:`MO (Manufacturing Order)` reflects the latest date to " +"begin the manufacturing order. In this example, the planned date on the " +":abbr:`MO (Manufacturing Order)` is August 5th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:236 -msgid "Global Example" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:310 +msgid "Global example" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 -msgid "Here is a configuration:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:240 -msgid "1 day of security lead time for Sales" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:241 -msgid "2 days of security lead time for Manufacturing" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:242 -msgid "3 days of manufacturing lead time" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:243 -msgid "1 day of security lead time for Purchase" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:244 -msgid "4 days of supplier lead time" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:246 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:312 msgid "" -"Let’s say that a customer orders B on the 1st of September and the delivery " -"date is planned to be within 20 days (September 20th). In such a scenario, " -"here is when all the various steps are triggered." +"See the following example to understand how all the lead times work together" +" to ensure timely order fulfillment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:250 -msgid "**September 1st**: the sales order is created" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:315 +msgid "**Sales security lead time**: 1 day" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:316 +msgid "**Manufacturing security lead time**: 2 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:317 +msgid "**Manufacturing lead time**: 3 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:318 +msgid "**Purchase security lead time**: 1 day" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:319 +msgid "**Vendor lead time**: 4 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:321 msgid "" -"**September 10th**: the deadline to order components from the supplier " -"because of the manufacturing process (4 days of supplier lead time)" +"The customer places an order for a manufactured product on September 1st, " +"and the scheduled delivery date from the warehouse is on September 20th. " +"Odoo uses lead times and automated reordering rules to schedule the " +"necessary operations, based on the outgoing shipment delivery date, " +"September 20th:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" -"**September 13th**: the reception of the product from the supplier (1 day of" -" security lead time for Purchase)" +"Show timeline of how lead times work together to schedule warehouse " +"operations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 -msgid "" -"**September 14th**: the deadline start date for the manufacturing (19th - 3 " -"days of manufacturing lead time - 2 days of security lead time for " -"Manufacturing)" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:329 +msgid "**September 1st**: Sales order created, confirmed by salesperson." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:259 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:331 msgid "" -"**September 19th**: the expected date on the delivery order form (1 day of " -"security lead time for sales)" +"**September 9th**: Deadline to order components to ensure they arrive in " +"time when manufacturing begins (4-day supplier lead time)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:334 +msgid "" +"**September 13th**: Scheduled date of receipt for components. Initially, it " +"was set to 9/14, but the 1-day purchase security lead time pushed the date " +"earlier by 1 day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:337 +msgid "" +"**September 14th**: Deadline to begin manufacturing. Calculated by " +"subtracting the manufacturing lead time of 3 days, and the manufacturing " +"security lead time of 2 days, from the expected delivery date of September " +"19th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:341 +msgid "" +"**September 19th**: :guilabel:`Scheduled Date` on the delivery order form " +"indicates the updated expected delivery date, which was originally set as " +"September 20th. But the sales security lead time pushed the date forward by " +"a day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:345 +msgid "" +"Odoo's replenishment planning maps a business' order fulfillment process, " +"setting pre-determined deadlines and raw material order dates, including " +"buffer days for potential delays. This ensures products are delivered on " +"time." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/products.rst:5 @@ -4671,7 +5183,7 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:7 msgid "" "Reordering rules are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" @@ -4679,7 +5191,7 @@ msgid "" "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:11 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -4689,11 +5201,11 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:19 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :guilabel:`Inventory --> Products --> " @@ -4701,7 +5213,7 @@ msgid "" ":guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:23 msgid "" "First, on the :guilabel:`General Information` tab, make sure that the " ":guilabel:`Product Type` is set to :guilabel:`Storable Product`. This is " @@ -4713,7 +5225,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:29 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:31 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -4724,7 +5236,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:38 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -4738,7 +5250,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:47 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -4746,7 +5258,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:51 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -4758,46 +5270,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:62 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory --> " "Configuration --> Reordering Rules`, then click :guilabel:`Create`, and fill" " out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:66 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:67 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:70 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:73 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -4808,7 +5320,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:81 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory --> Products --> Products`, then " @@ -4816,7 +5328,7 @@ msgid "" "then fill out the new line as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:85 msgid "" "Once a reordering rule has been created for a product, if its forecasted " "quantity is below the rule's minimum quantity when the scheduler runs, a " @@ -4824,7 +5336,7 @@ msgid "" "the scheduler runs once each day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:90 msgid "" "To manually trigger a reordering rule before the scheduler runs, select " ":menuselection:`Inventory --> Operations --> Run Scheduler`. Then, select " @@ -4832,7 +5344,7 @@ msgid "" "aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:94 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -4840,7 +5352,7 @@ msgid "" "for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:98 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -4848,11 +5360,11 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 msgid "Set a preferred route for reordering" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:105 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -4860,7 +5372,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:109 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to if multiple are selected. " @@ -4868,7 +5380,7 @@ msgid "" ":menuselection:`Inventory --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:113 msgid "" "By default, the :guilabel:`Preferred Route` column is hidden on the " ":guilabel:`Reordering Rules` page. Enable it by selecting the :guilabel:`⋮ " @@ -4877,7 +5389,7 @@ msgid "" ":guilabel:`Preferred Route` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:118 msgid "" "Click inside of the column on the row of a reordering rule and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -4888,13 +5400,177 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:126 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " "that is listed first on the :guilabel:`Inventory` tab of the product form." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:3 +msgid "Scrap inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:5 +msgid "" +"In some cases, a product in inventory may be damaged or found to be " +"defective. If it is not possible to repair or return the product, Odoo " +"*Inventory* allows users to scrap it, ensuring that usable inventory counts " +"remain accurate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 +msgid "" +"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " +"Operations --> Scrap`. Each scrap order shows the date and time the order " +"was created, along with the product and quantity that was scrapped." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:14 +msgid "" +"To view the total quantity of each item scrapped, navigate to " +":menuselection:`Inventory --> Configuration --> Locations`. Remove the " +":guilabel:`Internal` filter from the :guilabel:`Search...` bar to display " +"virtual locations. Finally, select the :guilabel:`Virtual Locations/Scrap` " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:19 +msgid "" +"By default, scrapping a product removes it from physical inventory, and " +"places it in a virtual location titled *Virtual Locations/Scrap*. A virtual " +"location is **not** a physical space, but rather a designation in Odoo that " +"is used to track items that are no longer in physical inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:23 +msgid "Learn more" +msgstr "Leer meer" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:25 +msgid "" +"For more information about virtual locations, see the documentation about " +"the different types of :ref:`locations `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:29 +msgid "Scrap from stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:31 +msgid "" +"To scrap a product located in inventory, begin by navigating to " +":menuselection:`Inventory --> Operations --> Scrap`. On the :guilabel:`Scrap" +" Orders` page, click :guilabel:`Create` to configure a new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:35 +msgid "" +"On the scrap order, select the product being scrapped from the " +":guilabel:`Product` drop-down menu, then enter the quantity in the " +":guilabel:`Quantity` field. The :guilabel:`Source Location` defaults to the " +"location where the product is stored, and the :guilabel:`Scrap Location` " +"defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can be " +"changed by selecting a different location from their respective drop-down " +"menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "A new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:45 +msgid "" +"Finally, click :guilabel:`Validate` to scrap the product. The on-hand " +"inventory count for the scrapped product updates to subtract the scrapped " +"quantity." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:49 +msgid "Scrap from a receipt, transfer, or delivery" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:51 +msgid "" +"It is also possible to scrap products during the receipt, transfer, and " +"delivery operations. This can be necessary if any products are found to be " +"defective when receiving them into inventory, transferring them from one " +"location to another, or preparing them for delivery." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:55 +msgid "" +"To scrap a product during the receipt, transfer, or delivery operations, " +"begin by navigating to the :menuselection:`Inventory` app. On the " +":guilabel:`Overview` page, select the :guilabel:`# TO PROCESS` button on the" +" :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or " +":guilabel:`Delivery Orders` card, depending on the type of operation the " +"product is being scrapped from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:61 +msgid "" +"For the :guilabel:`Internal Transfers` card to appear on the " +":menuselection:`Overview` page of the :menuselection:`Inventory` app, the " +":guilabel:`Storage Locations` setting must be enabled. To do so, navigate to" +" :menuselection:`Configuration --> Settings`, then enable the checkbox next " +"to :guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:66 +msgid "" +"Alternatively, a list of all delivery orders, receipts, and transfers can be" +" viewed by navigating to :menuselection:`Inventory --> Operations --> " +"Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:69 +msgid "" +"Next, open a delivery order, receipt, or transfer from the corresponding " +"page by clicking on it. A :guilabel:`Scrap` button appears at the top of the" +" page. Click it to open the :guilabel:`Scrap` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The scrap pop-up in the Inventory app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:78 +msgid "" +"The :guilabel:`Scrap` button will only appear on a receipt that has been " +"validated. This is because Odoo only allows products to be scrapped once " +"they have been entered into inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:81 +msgid "" +"On the :guilabel:`Scrap` pop-up window, select the product being scrapped " +"from the :guilabel:`Product` drop-down menu. Then, enter the quantity in the" +" :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:84 +msgid "" +"The :guilabel:`Source Location` defaults to the location where the product " +"is stored, and the :guilabel:`Scrap Location` defaults to :guilabel:`Virtual" +" Locations/Scrap`, but either of these can be changed by selecting a " +"different location from their respective drop-down menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:88 +msgid "" +"Finally, click :guilabel:`Done` to scrap the product. After doing so, the " +":guilabel:`Scrap` pop-up window disappears and a :guilabel:`Scraps` smart " +"button appears in the top right of the page. Click it to view all of the " +"scrap orders created from that operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The Scraps smart button." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:3 msgid "Selecting a replenishment strategy" msgstr "" @@ -4914,7 +5590,7 @@ msgid "Terminology" msgstr "Terminologie" #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:19 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 msgid "Replenishment report and reordering rules" msgstr "" @@ -4939,24 +5615,24 @@ msgid "" "from the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:31 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 msgid "Make to order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:35 msgid "" "*Make to order (MTO)* is a procurement route that creates a draft purchase " "order (or manufacturing order) each time a sales order is confirmed, " "**regardless of the current stock level**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:38 msgid "" "Unlike products replenished using reordering rules, Odoo automatically links" " the sales order to the |PO| or |MO| generated by the |MTO| route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:41 msgid "" "Another difference between reordering rules and |MTO| is, with |MTO|, Odoo " "generates a draft |PO| or |MO| immediately after the |SO| is confirmed. With" @@ -4964,25 +5640,25 @@ msgid "" "forecasted stock falls below the set minimum quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:45 msgid "" "In addition, Odoo automatically adds quantities to the |PO| or |MO| as the " "forecast changes, so long as the |PO| or |MO| is not confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:48 msgid "" "The |MTO| route is the best replenishment strategy for products that are " "customized, and/or for products that have no stock kept on-hand." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:58 msgid "" "To access the replenishment report, go to :menuselection:`Inventory app --> " "Operations --> Replenishment.`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:61 msgid "" "By default, the replenishment report dashboard shows every product that " "needs to be manually reordered. If there is no specific rule for a product, " @@ -4990,7 +5666,7 @@ msgid "" " are both `0.00`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:66 msgid "" "For products that don't have a set reordering rule, Odoo calculates the " "forecast based on confirmed sales orders, deliveries, and receipts. For " @@ -4999,7 +5675,7 @@ msgid "" "and security lead time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:72 msgid "" "Before creating a new reordering rule, make sure the product has a *vendor* " "or a *bill of materials* configured on the product form. To check this, go " @@ -5010,7 +5686,7 @@ msgid "" "form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:78 msgid "" "The :guilabel:`Product Type`, located in the :guilabel:`General Information`" " tab on the product form, **must** be set to :guilabel:`Storable Product`. " @@ -5025,7 +5701,7 @@ msgid "" "current needs." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:87 msgid "" "To create a new reordering rule from the replenishment report, go to " ":menuselection:`Inventory app --> Operations --> Replenishment`, click " @@ -5035,7 +5711,7 @@ msgid "" "columns on the :guilabel:`Replenishment` report page, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:93 msgid "" "To create a new reordering rule from the product form, go to " ":menuselection:`Inventory app --> Products --> Products`, and select a " @@ -5043,11 +5719,11 @@ msgid "" "smart button, click :guilabel:`Create`, and fill out the fields." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 msgid "Replenishment report fields" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:100 msgid "" "The following fields are on the :guilabel:`Replenishment` report. If any of " "these fields are not visible, click the :guilabel:`⋮ (additional options)` " @@ -5055,46 +5731,46 @@ msgid "" "field to make it visible." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 msgid ":guilabel:`Product`: the product that requires a replenishment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 msgid "" ":guilabel:`Location`: the specific location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 msgid ":guilabel:`Warehouse`: the warehouse where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:107 msgid ":guilabel:`On Hand`: the amount of product currently available." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 msgid "" ":guilabel:`Forecast`: the amount of product available after all current " "orders (sales, manufacturing, purchase, etc.) are taken into account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 msgid "" ":guilabel:`Preferred Route`: how the product is procured, either " ":guilabel:`Buy`, :guilabel:`Manufactured`, :guilabel:`Dropship`, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 msgid ":guilabel:`Vendor`: the company from which the product is acquired." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:113 msgid "" ":guilabel:`Bill of Materials`: the bill of materials for the product (if one" " is configured)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:114 msgid "" ":guilabel:`Trigger`: how the replenishment is created, either " ":guilabel:`Auto` (automatically, once the :guilabel:`On Hand` quantity goes " @@ -5102,27 +5778,27 @@ msgid "" "replenishment is requested)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 msgid "" ":guilabel:`Procurement Group`: the reference number for how the product is " "being acquired, such as a sales order, purchase order, or manufacturing " "order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 msgid "" ":guilabel:`Min Quantity`: the minimum amount of product that should be " "available. When inventory levels goes below this number, the replenishment " "is triggered." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 msgid "" ":guilabel:`Max Quantity`: the amount of product that should be available " "after replenishing the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:123 msgid "" ":guilabel:`Multiple Quantity`: if the product should be ordered in specific " "quantities, enter the number that should be ordered. For example, if the " @@ -5130,22 +5806,22 @@ msgid "" "products are replenished." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 msgid "" ":guilabel:`To Order`: the amount of product that is currently needed, and " "will be ordered, if the :guilabel:`Order Once` or :guilabel:`Automate " "Orders` button is clicked." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:128 msgid ":guilabel:`UoM`: the unit of measure used to acquire the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 msgid ":guilabel:`Company`: the company for which the product is acquired." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:131 msgid "" "By default, the quantity in the :guilabel:`To Order` field is the quantity " "required to reach the set :guilabel:`Max Quantity`. However, the " @@ -5154,21 +5830,21 @@ msgid "" "Once`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:135 msgid "" "To automate a replenishment from the :guilabel:`Replenishment` page, click " ":guilabel:`Automate Orders` on the right-side of the line, represented by a " ":guilabel:`🔄 (circular arrow)` icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:138 msgid "" "When this button is clicked, Odoo will automatically generate a draft " "|PO|/|MO| every time the forecasted stock level falls below the set " ":guilabel:`Min Quantity` of the reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:141 msgid "" "On the :guilabel:`Replenishment` page, a reordering rule or manual " "replenishment can be temporarily deactivated for a given period, by clicking" @@ -5181,7 +5857,7 @@ msgid "" "time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:147 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:149 msgid "" "A |PO| or |MO| created by a manual replenishment has a " ":guilabel:`Replenishment Report` as the source document. A |PO| or |MO| " @@ -5195,67 +5871,67 @@ msgid "" "report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 msgid "Make to order (MTO) route" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:160 msgid "" "Since the |MTO| route is recommended for customized products, the route is " "hidden by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:169 msgid "To activate the |MTO| route in Odoo:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:161 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:163 msgid "Go to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 msgid "" "Activate the :guilabel:`Multi-Step Routes` setting, located under the " ":guilabel:`Warehouse` section, and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 msgid "" "Then, go to :menuselection:`Inventory app --> Configuration --> Routes`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 msgid "" "Click on :menuselection:`Filters --> Archived` to show archived routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:168 msgid "" "Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click " "on :menuselection:`Action --> Unarchive`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:170 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:172 msgid "" "Activating the :guilabel:`Multi-Step Routes` setting also activates " ":guilabel:`Storage Locations`. If these features aren't applicable to the " "warehouse, disable these settings after unarchiving the |MTO| route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:176 msgid "" "To set a product's procurement route to |MTO|, go to " ":menuselection:`Inventory app --> Products --> Products`, and click on the " "desired product to open its product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:179 msgid "" "Then, click the :guilabel:`Inventory` tab, and in the :guilabel:`Routes` " "section of options, select :guilabel:`Replenish on Order (MTO)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:182 msgid "" "For products purchased directly from a vendor, make sure the :guilabel:`Buy`" " route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -5263,7 +5939,7 @@ msgid "" "tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:186 msgid "" "For products manufactured in-house, make sure the :guilabel:`Manufacture` " "route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -5272,11 +5948,11 @@ msgid "" "the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:191 msgid "Finally, when all configurations are complete, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:194 msgid "" "The |MTO| route cannot be selected alone. |MTO| **only** works if the " ":guilabel:`Manufacture` or :guilabel:`Buy` route is also selected." @@ -5906,13 +6582,13 @@ msgstr "Waarderingsmethoden" msgid "Integrating additional costs to products (landed costs)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:7 msgid "" "The landed cost feature in Odoo allows the user to include additional costs " "(shipment, insurance, customs duties, etc.) into the cost of the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:13 msgid "" "First, go to :menuselection:`Inventory --> Configuration --> Settings --> " "Valuation` and activate the :guilabel:`Landed Costs` feature. Odoo also " @@ -5924,15 +6600,15 @@ msgstr "" msgid "Activate the landed cost feature in Inventory settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:22 msgid "Add costs to products" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 msgid "Receive the vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:27 msgid "" "After a vendor fulfills a purchase order and sends a bill, click " ":guilabel:`Create Bill` on the purchase order to create a vendor bill in " @@ -5945,7 +6621,7 @@ msgstr "" msgid "Enable Landed Costs option on vendor bill line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:35 msgid "" "For charges that are always landed costs, create a landed cost product in " "Odoo. That way, the landed cost product can be quickly added to the vendor " @@ -5953,7 +6629,7 @@ msgid "" "information every time a vendor bill comes in." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:39 msgid "" "First, create a new product in :menuselection:`Inventory --> Products --> " "Products --> Create`. Next, name the landed cost product. Then, set the " @@ -5963,7 +6639,7 @@ msgid "" ":guilabel:`Save` to finish creating the landed cost product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:45 msgid "" "If this product is always a landed cost, you can also define it on the " "product and avoid having to tick the box on each vendor bill." @@ -5973,7 +6649,7 @@ msgstr "" msgid "Option to define a product as a landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:50 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:52 msgid "" "Once the landed cost is added to the vendor bill (either by checking the " ":guilabel:`Landed Cost` option on the invoice line or adding a landed cost " @@ -5990,7 +6666,7 @@ msgid "" "Use a warehouse transfer to cover a landed cost in the accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:64 msgid "" "After setting the picking, click :guilabel:`Compute` on the landed cost " "record. Then, go to the :guilabel:`Valuation Adjustments` tab to see the " @@ -5998,13 +6674,13 @@ msgid "" "landed cost entry to the accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:68 msgid "" "The user can access the journal entry that has been created by the landed " "cost by clicking on the :guilabel:`Journal Entry`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:72 msgid "" "The product that the landed cost is applied to must have a product category " "set to a :abbr:`FIFO (First In, First Out)` or an :abbr:`AVCO (Average " @@ -6015,7 +6691,7 @@ msgstr "" msgid "Landed cost journal entry" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:80 msgid "" "Landed cost records can also be directly created in " ":menuselection:`Inventory --> Operations --> Landed Costs`, it is not " @@ -6066,23 +6742,23 @@ msgid "" "basis depending on the needs and priorities of the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 msgid "Types of accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:37 msgid "" "Accounting entries will depend on the accounting mode: *Continental* or " "*Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:40 msgid "" "Verify the accounting mode by activating the :ref:`developer-mode` and " "navigating to :menuselection:`Accounting --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:43 msgid "" "In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " "when products are sold or delivered. This means that the cost of a good is " @@ -6091,24 +6767,24 @@ msgid "" " both *Asset Accounts* in the balance sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:48 msgid "" "In *Continental* accounting, the cost of a good is reported as soon as a " "product is received into stock. Additionally, a single *Expense* account is " "used for both input and output accounts in the balance sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 msgid "Costing methods" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:57 msgid "" "Below are the three costing methods that can be used in Odoo for inventory " "valuation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 msgid "" "**Standard Price**: is the default costing method in Odoo. The cost of the " "product is manually defined on the product form, and this cost is used to " @@ -6116,7 +6792,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:63 msgid "" "**Average Cost (AVCO)**: calculates the valuation of a product based on the " "average cost of that product, divided by the total number of available stock" @@ -6124,7 +6800,7 @@ msgid "" "constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:66 msgid "" "**First In First Out (FIFO)**: tracks the costs of incoming and outgoing " "items in real-time and uses the real price of the products to change the " @@ -6136,18 +6812,18 @@ msgid "" "sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 msgid "" "Changing the costing method greatly impacts inventory valuation. It's highly" " recommended to consult an accountant first before making any adjustments " "here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:78 msgid "Configure automated inventory valuation in Odoo" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:80 msgid "" "Make changes to inventory valuation options by navigating to " ":menuselection:`Inventory --> Configuration --> Product Categories`, and " @@ -6155,13 +6831,13 @@ msgid "" "apply." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:85 msgid "" "It is possible to use different valuation settings for different product " "categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:87 msgid "" "Under the :guilabel:`Inventory Valuation` heading are two labels: " ":guilabel:`Costing Method` and :guilabel:`Inventory Valuation`. Pick the " @@ -6171,13 +6847,13 @@ msgid "" ":guilabel:`Automated`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 msgid "" -":doc:`Using the inventory valuation " -"`" +":ref:`Using the inventory " +"valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:96 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -6188,7 +6864,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:102 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " @@ -6199,21 +6875,21 @@ msgid "" "*Inventory Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:108 msgid "" "On the same screen, the :guilabel:`Account Stock Properties` fields will " "appear, as they are now required fields given the change to automated " "inventory valuation. These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:112 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:114 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -6222,7 +6898,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:118 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -6231,11 +6907,11 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:124 msgid "Access reporting data generated by inventory valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:126 msgid "" "To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." " At the top of the dashboard, change the :guilabel:`As of` field value to " @@ -6244,14 +6920,14 @@ msgid "" " at once." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:131 msgid "" "Under the parent :guilabel:`Current Assets` line item, look for the nested " ":guilabel:`Stock Valuation Account` line item, where the total valuation of " "all of the inventory on hand is displayed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:135 msgid "" "Access more specific information with the :guilabel:`Stock Valuation " "Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " @@ -6270,48 +6946,48 @@ msgstr "" msgid "Using inventory valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:7 msgid "" "*Inventory valuation* is a quintessential accounting procedure that " "calculates the value of on-hand stock. Once determined, the inventory " "valuation amount is then incorporated into a company's overall value." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:11 msgid "" "In Odoo, this process can be conducted manually— by warehouse employees " "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:15 msgid "" -":ref:`Inventory valuation configuration " -"`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:16 -msgid "Understand the basics of inventory valuation" +":ref:`Inventory valuation " +"configuration`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:18 +msgid "Understand the basics of inventory valuation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:20 msgid "" "In order to understand how moving products in and out of stock affects the " "company's overall value, consider the following product and stock moves " "scenario below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 msgid "Receive a product" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:26 msgid "" "For example, consider an physical product, a simple *table*, which is " "categorized as `Office Furniture` in the product form's :guilabel:`Product " "Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:29 msgid "" "Navigate to the the product category itself by going to " ":menuselection:`Inventory app --> Configuration --> Product Categories`, and" @@ -6319,14 +6995,14 @@ msgid "" "(FIFO)` and the :guilabel:`Inventory Valuation` field as `Automated`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:34 msgid "" "Alternatively access the :guilabel:`Product Categories` dashboard by " "clicking on the :guilabel:`internal link` arrow on the individual product's " "form, by hovering over the :guilabel:`Product Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:38 msgid "" "Next, assume 10 tables are purchased at a price of $10.00, each. The " ":abbr:`PO (Purchase Order)` for those tables will show the subtotal of the " @@ -6337,7 +7013,7 @@ msgstr "" msgid "Purchase order with 10 tables products valued at $10 each." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:45 msgid "" "After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, use" " the :guilabel:`Valuation` smart button to view how the value of inventory " @@ -6348,13 +7024,13 @@ msgstr "" msgid "Valuation smart button on a receipt." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:53 msgid "" ":ref:`Developer mode ` must be turned on to see the " "*Valuation* smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:56 msgid "" "The :doc:`consignment " "` " @@ -6362,7 +7038,7 @@ msgid "" "companies are not accounted for in the host company's inventory valuation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:60 msgid "" "The :guilabel:`Stock Valuation` dashboard then displays valuation of all " "products in the shipment, along with their quantities and valuation. In the " @@ -6374,7 +7050,7 @@ msgstr "" msgid "Stock valuation page depicting the products within a shipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:68 msgid "" "In Odoo, automatic inventory valuation records are also recorded in the " "*Accounting* app. To access these accounting entries, navigate to " @@ -6387,11 +7063,11 @@ msgstr "" msgid "Accounting entry for the inventory valuation of 10 tables." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 msgid "Deliver a product" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:80 msgid "" "In the same logic, when a table is shipped to a customer and leaves the " "warehouse, the stock valuation decreases. The :guilabel:`Valuation` smart " @@ -6403,11 +7079,11 @@ msgstr "" msgid "Decreased stock valuation after a product is shipped." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 msgid "The inventory valuation report" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:91 msgid "" "To view the current value of all products in the warehouse, go to " ":menuselection:`Inventory app --> Reporting --> Inventory Valuation`. The " @@ -6420,18 +7096,18 @@ msgstr "" msgid "Inventory valuation report showing multiple products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:101 msgid "" "The :guilabel:`Inventory At Date` button, located in the top-left corner of " "the :guilabel:`Stock Valuation` dashboard, shows the inventory valuation of " "products available during a prior specified date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 msgid "Update product unit price" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:108 msgid "" "For any company: lead times, supply chain failures, and other risk factors " "can contribute to invisible costs. Although Odoo attempts to accurately " @@ -6439,7 +7115,7 @@ msgid "" "to update the unit price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:113 msgid "" "Manual valuation is intended for products that can be purchased and received" " for a cost greater than 0, or have product categories set with " @@ -6451,7 +7127,7 @@ msgstr "" msgid "Add manual valuation of stock value to a product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:121 msgid "" "Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard" " by first navigating to :menuselection:`Inventory app --> Reporting --> " @@ -6460,7 +7136,7 @@ msgid "" " well as a teal :guilabel:`+ (plus)` button on the right." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:126 msgid "" "Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product" " Revaluation` form, where updates to the calculation of inventory valuation " @@ -7893,6 +8569,135 @@ msgstr "" msgid "A receipt for stock received to one warehouse from another." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:3 +msgid "Locations" +msgstr "Locaties" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:5 +msgid "" +"A *location* is a specific space within a warehouse. This can be a shelf, " +"room, aisle, etc. There are three types of locations in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:8 +msgid "" +"*Physical locations* are spaces within a warehouse owned by the user's " +"company. These can be a an area where items are stored like an aisle or " +"shelf, or an area where operations take place, like loading and unloading " +"bays." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:11 +msgid "" +"*Partner locations* are the same as physical locations except that they " +"exist within the warehouse of a customer or vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:13 +msgid "" +"*Virtual locations* are locations that do not exist physically, but where " +"items that are not in inventory can be placed. These can be items that have " +"not yet entered inventory, like products that are on the way to a warehouse," +" or items that are no longer in inventory due to loss or other factors." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:19 +msgid "" +"In order to use locations, the :guilabel:`Storage Locations` setting must be" +" enabled. To do so, navigate to :menuselection:`Inventory --> Configuration " +"--> Settings`, scroll down to the :guilabel:`Warehouse` heading, and enable " +"the :guilabel:`Storage Locations` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:24 +msgid "Create a new location inside a warehouse" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:26 +msgid "" +"Starting from the :menuselection:`Inventory` app, select " +":menuselection:`Configuration --> Locations --> Create`. The new location " +"form can then be configured as follows:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:29 +msgid "" +":guilabel:`Location Name`: the name that will be used to reference the " +"location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:30 +msgid "" +":guilabel:`Parent Location`: the location or warehouse that the new location" +" exists within" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:31 +msgid "" +":guilabel:`Location Type`: choose the category that the location belongs to" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:32 +msgid "" +":guilabel:`Company`: the company that owns the warehouse that the location " +"is inside of" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:33 +msgid "" +":guilabel:`Is a Scrap Location?`: check this box to allow for " +"scrapped/damaged goods to be stored in this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:35 +msgid "" +":guilabel:`Is a Return Location?`: check this box to allow products to be " +"returned to this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:37 +msgid ":guilabel:`Barcode`: the barcode number assigned to the location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:38 +msgid "" +":guilabel:`Removal Strategy`: the :ref:`strategy " +"` for how items should be taken from " +"inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst-1 +msgid "The form for creating a new location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:46 +msgid "Create location hierarchies" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:48 +msgid "" +"The *Parent Location* setting on the new location form allows for a location" +" to exist within a warehouse or another location. Every location can serve " +"as a parent location, and every parent location can have multiple locations " +"within it, allowing for the creation of a virtually infinite hierarchical " +"structure." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:54 +msgid "" +"Location hierarchy could be organized so that a shelf is located within an " +"aisle, which is located within a room, which is located within the overall " +"warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:57 +msgid "" +"To create the location hierarchy in the example above, set the warehouse as " +"the parent of the room, the room as the parent of the aisle, and the aisle " +"as the parent of the shelf. This can be adapted to a hierarchy of any " +"magnitude." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst:3 msgid "Transfer products between warehouses using replenishment" msgstr "" @@ -8169,7 +8974,7 @@ msgid "" "can create moves between warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:19 msgid "" "A **Location** is a specific space within the warehouse. It can be a " "sublocation of the warehouse (a shelf, a floor, an aisle, and so on). " @@ -8178,25 +8983,25 @@ msgid "" "be configured as needed under one warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 msgid "There are three types of locations:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:26 msgid "" "The **Physical Locations** are internal locations that are part of the " "warehouses that the company owns. They can be the loading and unloading " "areas of the warehouse, a shelf, a department, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:28 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:30 msgid "" "The **Partner Locations** are spaces within a customer and/or vendor's " "warehouse. They work the same way as physical locations, with the only " "difference being that they are not owned by the user's company." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:34 msgid "" "The **Virtual Locations** are places that do not exist, but in which " "products can be placed when they are not physically in an inventory yet (or " @@ -8205,7 +9010,7 @@ msgid "" "(**Procurements**)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:39 msgid "" "In Odoo, locations are structured hierarchically. Locations can be " "structured as a tree, dependent on a parent-child relationship. This gives " @@ -8213,7 +9018,7 @@ msgid "" "organization of the warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:46 msgid "" "To activate locations, go to :menuselection:`Configuration --> Settings` and" " enable :guilabel:`Storage Locations`. Then, click :guilabel:`Save`." @@ -8223,25 +9028,25 @@ msgstr "" msgid "Enable the storage location feature in Odoo Inventory settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:54 msgid "" "To manage several routes within the warehouses, also enable " ":guilabel:`Multi-Step Routes` and check " ":doc:`../../routes/concepts/use_routes`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 #: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst:41 msgid "Create a new warehouse" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:60 msgid "" "To create a warehouse, go to :menuselection:`Configuration --> Warehouse " "Management --> Warehouses` and click on :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:63 msgid "" "Then, fill out a :guilabel:`Warehouse Name` and a :guilabel:`Short Name`. " "The short name is five characters maximum." @@ -8251,14 +9056,14 @@ msgstr "" msgid "Short name field of a warehouse on Odoo Inventory." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:71 msgid "" "The :guilabel:`Short Name` appears on transfer orders and other warehouse " "documents. Odoo recommends using an understandable one like \"WH/[first " "letters of location]\"." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:74 msgid "" "Now, go back to the :guilabel:`Inventory` dashboard. There, new operations " "related to the newly created warehouse have been automatically generated." @@ -8270,23 +9075,23 @@ msgid "" "created warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:82 msgid "" "Adding a second warehouse will automatically activate the " ":guilabel:`Locations` setting." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 msgid "Create a new location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:87 msgid "" "To create a location, go to :menuselection:`Configuration --> Warehouse " "Management --> Locations` and click on :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:90 msgid "" "Then, fill out a :guilabel:`Location Name` and a :guilabel:`Parent Location`" " and click :guilabel:`Save`." @@ -9571,452 +10376,608 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:3 -msgid "What is a Removal Strategy (FIFO, LIFO, FEFO, Closest location)?" +msgid "Removal strategies (FIFO, LIFO, FEFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:7 +msgid "" +"For companies with warehouses, **removal strategies** determine which " +"products are taken from the warehouse, and when. Removal strategies are " +"typically defined for specific picking operations. This helps companies to " +"select the best products, optimize the distance workers need to travel when " +"picking items for orders, and account for quality control, such as moving " +"products with expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:13 msgid "" "Usually, *Removal Strategies* are defined in picking operations to select " -"the best products, optimize the distance for the worker, for quality control" -" purposes, or to first move products with the closest expiration date." +"the best products to optimize the distance for the worker, for quality " +"control purposes, or to first move the products with the closest expiration " +"date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:17 msgid "" -"When a product movement needs to be done, Odoo finds available products that" -" can be assigned to the transfer. The way Odoo assigns these products " -"depends on the *Removal Strategy* defined in the *Product Category* or on " -"the *Location*." +"When a product needs to be moved, Odoo finds available products that can be " +"assigned to the transfer. The way Odoo assigns these products depends on the" +" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " +"Category` or the :guilabel:`Location` dashboards." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:14 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:21 msgid "" -"Imagine a generic warehouse plan, with receiving docks and areas, storage " -"locations, picking and packing areas, and shipping docks. All products go " -"through all these locations, but some rules, such as removal strategies, can" -" have an effect on which products are taken for the pickings." +"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " +"app --> Configuration --> Locations` or :menuselection:`Product Categories`." +" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " +"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" +" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " +"drop-down menu and selecting the desired removal strategy. After selecting " +"the new removal strategy, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Empty stock waiting for deliveries at the docks." +msgid "" +"Change the Force Removal Strategy for either the Product Categories or " +"Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:33 +msgid "What happens inside the warehouse?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:35 msgid "" -"Here, vendor trucks unload pallets of goods at the docks. Then, operators " -"scan the products in the receiving area with the reception date and, if the " -"product has an expiration date, the expiration date. After that, products " -"are stored in their respective locations." +"Most warehouses share the same important areas: receiving docks and sorting " +"areas, storage locations, picking and packing areas, and shipping/loading " +"docks. While all products entering or leaving the warehouse might go through" +" each of these locations at some point, removal strategies can have an " +"effect on which products are taken, from where, and when." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:40 +msgid "" +"In this example below, vendor trucks unload pallets of goods at the " +"receiving docks. Then, operators scan the products in the receiving area, " +"with the reception date and expiration date. After that, products are stored" +" in their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:45 +msgid "" +"Not all products have expiration dates, but in this example, expiration " +"dates apply." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Products entering stock via the receiving area." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 msgid "" -"Next, several orders for the same product are made, but in this example, the" -" goods weren't received on the same day and they don't have the same " -"expiration date. In that situation, logically, sending those with the " -"closest date first is preferred. Depending on the chosen removal strategy, " -"Odoo generates a transfer with the products that fit the settings the best." +"In Odoo, receive products by navigating to the :menuselection:`Inventory` " +"application, and in the kanban view, click on either the " +":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " +":guilabel:`Receipts` dashboard, find and click on the individual receipt " +"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " +"enter the received quantity in the :guilabel:`Done` column. To finish, " +":guilabel:`Validate` to receive the products and register them in the Odoo " +"database." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:59 +msgid "" +"Receiving products can also be done within the Odoo *Barcode* application. " +"If using the *Barcode* app, scan the product(s), update the quantity, and " +"finally, click :guilabel:`Validate`. After products are received in Odoo, " +"the products can then be moved to their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:64 +msgid "" +"Continuing with the same example, below, imagine several sales orders are " +"made for the products received earlier, that use expiration dates. In this " +"example, the products weren't received on the same day, and they don't have " +"the same expiration date. In this situation, logically, sending products " +"with the closest expiration date is preferred, instead of products received " +"first or last. Using the chosen removal strategy configured for those " +"products (in this example, :ref:`FEFO `), Odoo generates a " +"transfer for the products with the soonest expiration date to the picking " +"area, then the packing area, and finally, to the shipping docks for delivery" +" to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "" -":alt: Products being packed at the packing area for delivery, taking expiration dates into\n" +"Products being packed at the packing area for delivery, taking the expiration dates into\n" "account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:79 msgid "" "To pick for delivery, the product's lot/serial number can be found on the " -"transfer form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:46 -msgid "How does it work?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:49 -msgid "First In, First Out (FIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 -msgid "" -"When using a *First In, First Out* (FIFO) strategy, a demand for some " -"products triggers a removal rule, which requests a transfer for the " -"lot/serial number that has entered the stock first." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:54 -msgid "" -"For example, imagine there are three lots of nails in the warehouse. Those " -"three have the following lot numbers: :guilabel:`00001`, :guilabel:`00002`, " -":guilabel:`00003`, each with five boxes of nails in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:58 -msgid "" -":guilabel:`00001` entered the stock on the 23rd of May, :guilabel:`00002` on" -" the 25th of May, and :guilabel:`00003` on the 1st of June. A customer " -"orders six boxes on the 11th of June. With the :abbr:`FIFO (First In, First " -"Out)` removal strategy selected, a transfer is requested for the five boxes " -"of :guilabel:`00001` and one of the boxes in :guilabel:`00002`, because " -":guilabel:`00001` entered the stock before the others. The box from " -":guilabel:`00002` is taken next because it has the oldest reception date " -"after :guilabel:`00001`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:65 -msgid "" -"So, for every order of a product with the :abbr:`FIFO (First In, First Out)`" -" strategy selected, Odoo requests a transfer for the products that have been" -" in the stock for the longest period." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:69 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:71 -msgid "" -"Similar to :abbr:`FIFO (First In, First Out)`, the *Last In, First Out* " -"(LIFO) strategy moves products based on the date they entered the stock. " -"Here, a demand for some products triggers a removal rule that requests a " -"transfer for the lot/serial number that has entered the stock most recently." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:76 -msgid "" -"For example, imagine there are three lots of screws in the warehouse. Those " -"three have the following numbers: :guilabel:`10001`, :guilabel:`10002`, and " -":guilabel:`10003`, each with 10 boxes of screws in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:80 -msgid "" -":guilabel:`10001` entered the stock on the 1st of June, :guilabel:`10002` on" -" the 3rd of June, and :guilabel:`10003` on the 6th of June. A customer " -"orders seven boxes on the 8th of June. With the :abbr:`LIFO (Last In, First " -"Out)` removal strategy selected, a transfer is requested for seven boxes of " -":guilabel:`10003` because that lot is the last one to have entered the " -"stock." +"transfer form. To learn more about picking and shipping, refer to either the" +" :ref:`Two-step delivery ` or " +":ref:`Three-step delivery ` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:85 -msgid "" -"Basically, for every order of a product with the :abbr:`LIFO (Last In, First" -" Out)` strategy used, a transfer for the last lot to have entered the stock " -"is requested." +msgid "How each removal strategy works" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:87 msgid "" -"The :abbr:`LIFO (Last In, First Out)` strategy is banned in many countries " -"and can lead to only having old or obsolete products in the stock." +"Removal strategies determine which products are taken from the warehouse " +"when orders are confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:93 -msgid "First Expire, First Out (FEFO)" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:90 +msgid "First In, First Out (FIFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:92 msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." +"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " +"product triggers a removal rule, which requests a transfer for the " +"lot/serial number that entered the stock first (and therefore, has been in " +"stock for the longest time)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:96 +msgid "" +"For example, imagine there are three lots of nails in the warehouse, and " +"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " +"five boxes of nails in it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:99 msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"<../../management/products/uom>`). Those three lots have the following " -"numbers: :guilabel:`20001`, :guilabel:`20002`, and :guilabel:`20003`, each " -"with five boxes in it." +"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " +"`00003` on June 1. A customer orders six boxes on June 11." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:102 msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." +"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " +"request will pick the five boxes from lot `00001` first, and then from the " +"boxes in lot `00002`, since lot `00001` entered the stock first. The box " +"from lot `00002` is taken next because it has the oldest receipt date after " +"lot `00001`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"The detailed operations for the transfer shows the nail lots to be removed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:112 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." +msgid "Last In, First Out (LIFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:117 -msgid "Closest Location" -msgstr "Dichtstbijzijnde locatie" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:114 msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." +"Similar to the :abbr:`FIFO (First In, First Out)` method, the " +":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " +"on the date they entered a warehouse's stock. Instead of removing the oldest" +" stock on-hand, however, it targets the **newest** stock on-hand for " +"removal." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:118 +msgid "" +"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " +"method is placed, a transfer is created for the lot/serial number that has " +"most recently entered the stock (the **last** lot/serial number that entered" +" the warehouse's inventory)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:123 msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:126 +msgid "" +"For example, imagine there are three lots of boxes of screws in the " +"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " +"`10003`, each with 10 boxes of screws per lot." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:129 -msgid "Use removal strategies" +msgid "" +"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " +"`10003` on June 6. A customer orders seven boxes on June 8." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:132 msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." +"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " +"requested for seven boxes of screws from lot `10003` because that lot is the" +" last one to have entered the stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Features to enable in order to properly use removal strategies." +msgid "" +"The detailed operations shows which lots are being selected for the picking." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:141 -msgid "" -"To work with the :abbr:`FEFO (First Expired, First Out)` strategy, also " -"activate the :guilabel:`Expiration Dates` feature." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:140 +msgid "First Expired, First Out (FEFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:142 msgid "" -"Next, go to :menuselection:`Inventory --> Configuration --> Product " -"Categories` to define the removal strategy on a product category." +"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" +" Out)` methods target products for removal based on date of entry into the " +"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " +"products for removal based on their assigned expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:146 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " +"sales order that includes products with this removal strategy assigned " +"ensures that transfers are requested for products with the expiration date " +"soonest to the order date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:150 +msgid "" +"As an example, imagine there are three lots of six-egg boxes. Those three " +"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " +"with five boxes in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:153 +msgid "" +"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " +"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " +"and expires on July 21. A customer orders six boxes on July 5." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:157 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " +"requested for the five boxes from lot `20002` and one from lot `20001`. All " +"the boxes in lot `20002` are transferred because they have the earliest " +"expiration date. The transfer also requests one box from lot `20001` because" +" it has the next closest expiration date after lot `20002`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Force removal strategy set up as first in first out." +msgid "The detailed operations for the transfer shows the lots to be removed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:152 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:154 -msgid "" -"As explained, a :abbr:`FIFO (First In, First Out)` removal strategy implies " -"that products stocked first move out first. Companies should use this method" -" if they are selling products with short demand cycles, such as clothes, and" -" to ensure they are not stuck with outdated styles in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:158 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the :guilabel:`All/Clothes` category, where *FIFO* is set as the removal " -"strategy. In the stock location (:guilabel:`WH/Stock`), the user can find " -"the three lots available." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the white shirt lots inventory valuation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:166 -msgid "" -"Lot :guilabel:`000001` contains five shirts, :guilabel:`000002` contains " -"three shirts, and :guilabel:`000003` contains two shirts." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:167 +msgid "Using removal strategies" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:169 msgid "" -"As seen above, :guilabel:`000001` entered the stock first. Now, create a " -"sales order of six white shirts to check that those products from lot " -":guilabel:`000001` are the first ones to move out." +"To differentiate some units of products from others, the units need to be " +"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " +"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " +"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " +"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " +"save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Traceability settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Warehouse settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:183 msgid "" -"On the delivery order linked to the picking, the oldest lot numbers should " -"have been reserved thanks to the :abbr:`FIFO (First In, First Out)` " +"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " +":guilabel:`Expiration Dates` setting needs to be activated as well. To " +"enable this, go to :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " +":guilabel:`Save` to save all changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:189 +msgid "" +"Now, specific removal strategies can be defined on product categories. To do" +" this, go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and choose a product category to define the removal strategy " +"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " "strategy." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Removal strategy on a product category." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:198 +msgid "" +"To view all products with lots/serial numbers assigned to them, navigate to " +":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " +"reveals a page with drop-down menus of all products assigned lots or serial " +"numbers, filtered by *product* by default. To change the category these " +"products are filtered by, click :guilabel:`Product` (in the search bar, in " +"the top right of the page) to remove the default filter, and select a new " +"filter if desired." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" +"numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:209 +msgid "" +"To view the serial numbers being selected for a sales order, go to the " +":guilabel:`Sales app` and select the sales order in question. In the sales " +"order, click the :guilabel:`Delivery` smart button in the top right. In the " +":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " +"icon in the far right for the product in question. The :guilabel:`Detailed " +"Operations` window appears, and displays the lot or serial numbers selected " +"for that specific product for the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:217 +msgid "FIFO (First In, First Out)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:219 +msgid "" +"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " +"products which enter a warehouse's stock first are removed first. Companies " +"should use this method if they are selling products with short demand " +"cycles, such as clothes, to ensure they are not stuck with outdated styles " +"in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:224 +msgid "" +"In this example, there are three lots of white shirts. The shirts are from " +"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " +"the :guilabel:`Inventory Valuation Report`, the three different receipts are" +" listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "View of the lots of white shirts in the inventory valuation report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:232 +msgid "" +"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " +"lot `000003` contains two shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:235 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:242 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the oldest lot numbers will be reserved thanks to" +" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " +"`000001` and one shirt from lot `000002` will be selected to be sent to the " +"customer." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for a sales order with the FIFO strategy." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:252 msgid "LIFO (Last In, First Out)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:254 msgid "" -"With a *LIFO* strategy, that's quite the opposite. In fact, the products " -"that are received last move out first. :abbr:`LIFO (Last In, First Out)` is " -"mostly used for products without a shelf life." +"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " +"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " +"With this method, the products that are received **last** are moved out " +"first. This method is mostly used for products without a shelf life, and no " +"time-sensitive factors, such as expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:259 msgid "" -"In this example, let's use the white shirts again to test the :abbr:`LIFO " -"(Last In, First Out)` strategy. First, open the product category via " -":menuselection:`Inventory --> Configuration --> Product Categories` and " -"change the removal strategy to :abbr:`LIFO (Last In, First Out)`." +"In this example, there are three lots of cinder blocks. The blocks are from " +"the *All/Building Materials* category, where *FIFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Last in first out strategy set up as forced removal strategy." +msgid "View of the lots of cinder blocks in the inventory valuation report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:267 msgid "" -"Then, create a sales order for four white shirts and check that the reserved" -" products are from lots :guilabel:`000003` and :guilabel:`000002`." +"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" +" blocks, and lot `0000400` contains four cinder blocks." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:270 +msgid "" +"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " +"navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (for this example, the " +":guilabel:`All/Building Materials` category) to edit. This reveals a product" +" category form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:275 +msgid "" +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " +"Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "Last in first out (LIFO) strategy set up as forced removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:282 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:289 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the newest lot numbers will be reserved thanks to" +" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" +" lot `0000400` and one cinder block from lot `000030` will be selected to be" +" sent to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for sale with the LIFO strategy." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:201 -msgid "" -"Don't forget that the :abbr:`LIFO (Last In, First Out)` strategy is banned " -"in many countries!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:204 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:301 msgid "FEFO (First Expired, First Out)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:303 msgid "" -"With the :abbr:`FEFO (First Expired, First Out)` removal strategy, the way " -"products are picked is not based on the reception date. In this particular " -"case, they are dispatched according to their expiration date." +"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " +"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" +" strategies, because it targets products for removal based on **expiration " +"dates** instead of their warehouse receipt dates. With this method, the " +"products that are going to expire first are moved out first. This method is " +"used for perishable products, such as medicine, food, and beauty products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:309 msgid "" -"For have more information about expiration dates, please have a look at " -":doc:`the related doc " -"<../../management/lots_serial_numbers/expiration_dates>`." +"Lots are picked based on their **removal date** from earliest to latest. " +"Removal dates indicate how many days *before* the expiration date the " +"product needs to be removed from stock. The removal date is set on the " +"product form. Lots without a removal date defined are picked after lots with" +" removal dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:315 msgid "" -"By activating the :guilabel:`Expiration Dates` feature, it becomes possible " -"to define different expiration dates on the serial/lot numbers that will be " -"used in :abbr:`FEFO (First Expired, First Out)`. These expiration dates can " -"be set by going to :menuselection:`Inventory --> Products --> Lots/Serial " -"Numbers`." +"If products are not removed from stock when they should be, lots that are " +"past the expiration date may still be picked for delivery orders!" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:319 +msgid "" +"For more information about expiration dates, reference the :doc:`Expiration " +"dates " +"`" +" document." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:323 +msgid "" +"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " +"and ensure :guilabel:`Expiration Dates` is enabled. Once the " +":guilabel:`Expiration Dates` setting is enabled, it's possible to define " +"different expiration dates for individual serialized products, as well as " +"for lot numbers containing many products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:328 +msgid "" +"In this example, there are three lots of hand cream. The creams are from the" +" *All/Health & Beauty* category, where *FEFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:332 +msgid "" +"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " +"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" +" `0000003` contains ten tubes of hand cream, expiring on October 31." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"View the hand cream lot numbers and expiration dates in the inventory " +"report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:340 +msgid "" +"Expiration dates can be entered when validating the received products, or " +"set on products by going to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" +" select the product from the drop-down menu. Next, select the expiration " +"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "View of the removal date for 0000001." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:349 msgid "" -"Lots are picked based on their removal date, from earliest to latest. Lots " -"without a removal date defined are picked after lots with removal dates." +"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" +" navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (in this example, the " +":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " +"category form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:227 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:354 msgid "" -"Other dates are for informational and reporting purposes only. If not " -"removed from the stock, lots that are past the expiration dates may still be" -" picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:230 -msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` strategy, go to " -":menuselection:`Inventory --> Configuration --> Product Categories` and set " -":abbr:`FEFO (First Expired, First Out)` in the :guilabel:`Force Removal " -"Strategy` field." +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," +" First Out)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the FEFO strategy being set up as forced removal strategy." +msgid "FEFO forced removal strategy set on the product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:361 msgid "" -"For this particular case, the stock has hand cream. There are three lots of " -"them." +"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " +"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" +" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " +"the drop-down menu, or type in the name of the product in the field. Enter a" +" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" +" click :guilabel:`Save`, then click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Lot / Serial No**" -msgstr "**Lot / Serie Nr**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Product**" -msgstr "**Product**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Expiration Date**" -msgstr "**Vervaldatum**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "0000001" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "Hand Cream" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "09/30/2019" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "0000002" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "11/30/2019" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "0000003" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "10/31/2019" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:250 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:368 msgid "" -"When a sales order for 25 units of Hand Cream is created, Odoo automatically" -" reserves the lots with the closest expiration date, :guilabel:`0000001` and" -" :guilabel:`0000003`." +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the lot numbers expiring first will be reserved " +"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " +"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " +"selected to be sent to the customer, detailed in the :guilabel:`Detailed " +"Operations` tab in the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Two hand cream lots reserved for sell with the FEFO strategy." +msgid "Hand cream lot numbers selected for the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping.rst:5 @@ -11782,6 +12743,330 @@ msgid "" "assemblies." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:3 +msgid "Manufacturing backorders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:5 +msgid "" +"In some cases, the full quantity of a manufacturing order cannot be produced" +" immediately. When this happens, Odoo *Manufacturing* allows for the " +"manufacturing of partial quantities of the order and creates a *backorder* " +"for the remaining amount." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:9 +msgid "" +"In the *Manufacturing* app, creating a backorder splits the original " +"manufacturing order into two orders. The reference tag for each order is the" +" tag used for the original order, followed by a hyphen and then an " +"additional number to indicate that it's a backorder." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:14 +msgid "" +"A company creates a manufacturing order with the reference tag " +"*WH/MO/00175*, for 10 units of *Product X*. After starting work on the " +"manufacturing order, the employee working the production line realizes there" +" are only enough components in stock to produce five units of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:18 +msgid "" +"Instead of waiting for additional stock of the components, they manufacture " +"five units and create a backorder for the remaining five. This splits the " +"manufacturing order into two separate orders: *WH/MO/00175-001* and " +"*WH/MO/00175-002*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:22 +msgid "" +"Order *001* contains the five units that have been manufactured, and is " +"immediately marked as :guilabel:`Done`. Order *002* contains the five units " +"that still need to be manufactured and is marked as :guilabel:`In Progress`." +" Once the remaining components are available, the employee returns to order " +"*002* and manufactures the remaining units before closing the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:28 +msgid "Create a manufacturing backorder" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:30 +msgid "" +"To create a backorder for part of a manufacturing order, begin by navigating" +" to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " +"Select a manufacturing order with a quantity of two or more or create one by" +" clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:34 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:86 +msgid "" +"If a new manufacturing order is created, select a product from the " +":guilabel:`Product` drop-down menu and enter a quantity of two or more in " +"the :guilabel:`Quantity` field, then click :guilabel:`Confirm` to confirm " +"the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:38 +msgid "" +"After manufacturing the quantity that is being produced immediately, enter " +"that number in the :guilabel:`Quantity` field at the top of the " +"manufacturing order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 +msgid "The quantity field on a manufacturing order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:45 +msgid "" +"Next, click :guilabel:`Validate`, and a :guilabel:`You produced less than " +"initial demand` pop-up window appears, from which a backorder can be " +"created. Click :guilabel:`Create Backorder` to split the manufacturing order" +" into two separate orders, with the reference tags *WH/MO/XXXXX-001* and " +"*WH/MO/XXXXX-002*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 +msgid "" +"The Create Backorder button on the \"You produced less than initial demand\"" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:54 +msgid "" +"Order *001* contains the items that have been manufactured, and is closed " +"immediately. Order *002* is the backorder that contains the items that have " +"yet to be manufactured, and remains open, to be completed at a later date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:58 +msgid "" +"Once the remaining units can be manufactured, navigate to " +":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and " +"then select the backorder manufacturing order. If all of the remaining units" +" are manufactured immediately, simply click :guilabel:`Validate` to close " +"the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:63 +msgid "" +"If only some of the remaining units are manufactured immediately, create " +"another backorder for the remainder by following the steps detailed in this " +"section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:67 +msgid "Create a backorder from tablet view" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:69 +msgid "" +"Backorders for manufacturing orders can also be created from the work order " +"tablet view." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:72 +msgid "" +"In order to use tablet view, the *Work Orders* setting must be enabled. To " +"enable it, navigate to :menuselection:`Manufacturing --> Configuration --> " +"Settings`. On the :guilabel:`Settings` page, enable the checkbox next to " +":guilabel:`Work Orders`, then click :guilabel:`Save` to save the change. " +"This makes the :guilabel:`Work Orders` tab appear on manufacturing orders, " +"from which the tablet view can be opened." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:0 +msgid "The Work Orders setting on the Manufacturing settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:82 +msgid "" +"To create a backorder from the tablet view, begin by navigating to " +":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " +"Select a manufacturing order with a quantity of two or more or create one by" +" clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:90 +msgid "" +"After confirming the manufacturing order, select the :guilabel:`Work Orders`" +" tab and click the :guilabel:`📱 (tablet view)` button located on the line of" +" the first work order to enter the tablet view." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 +msgid "The tablet view button for a work order on a manufacturing order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:97 +msgid "" +"Once in tablet view, enter the quantity being manufactured immediately in " +"the :guilabel:`Units` field at the top left of the tablet view." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 +msgid "The Units field in the tablet view." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:104 +msgid "" +"The steps for the rest of the workflow depend on whether the manufacturing " +"order being processed requires the completion of a single work order or " +"multiple work orders." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:108 +msgid "Single work order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:110 +msgid "" +"If the manufacturing order only requires the completion of a single work " +"order, complete the work order, then click :guilabel:`Mark As Done And Close" +" MO`. The manufacturing order is closed and a backorder for the units that " +"still need to be manufactured is created automatically." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 +msgid "" +"The Mark As Done And Close MO button in the tablet view of a work order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:118 +msgid "" +"Once the remaining units are ready to be manufactured, navigate to " +":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then" +" select the backorder manufacturing order, which is titled using the " +"reference tag of the original backorder with *002* added to the end." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:122 +msgid "" +"On the backorder manufacturing order, select the :guilabel:`Work Orders` tab" +" and click the :guilabel:`📱 (tablet view)` button located on the line of the" +" work order to open the tablet view. If all of the units in the backorder " +"will be completed immediately, simply click :guilabel:`Mark As Done And " +"Close MO` after completing the work order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:127 +msgid "" +"If only some of the remaining units will be manufactured immediately, enter " +"the number in the :guilabel:`Units` field at the top left of the tablet " +"view, then click :guilabel:`Mark As Done And Close MO` to create another " +"backorder for the remaining units. The new backorder can be processed using " +"the steps detailed in this section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:133 +msgid "Multiple work orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:135 +msgid "" +"If the manufacturing order requires the completion of multiple work orders, " +"complete the first work order, and then click :guilabel:`Record Production`." +" This splits the manufacturing order into two separate orders, titled " +"*WH/MO/XXXXX-001* and *WH/MO/XXXXX-002*, with *XXXXX* being the number of " +"the original order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 +msgid "The Record Production button on a work order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:144 +msgid "" +"The tablet view defaults to showing the first work order for the *002* " +"manufacturing order. Since this manufacturing order will not be completed " +"immediately, back out of tablet view by clicking the :guilabel:`⬅️ (back)` " +"button twice. Doing so will take you to the *001* order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:148 +msgid "" +"To finish the *001* order, select the :guilabel:`Work Orders` tab and click " +"the :guilabel:`tablet view` button located on the line of the next work " +"order. Finally, complete the remaining work orders, then click " +":guilabel:`Mark As Done And Close MO` to close the manufacturing order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:152 +msgid "" +"Once the remaining units are ready to be manufactured, navigate to " +":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then" +" select the *002* order. Select the :guilabel:`Work Orders` tab and click " +"the :guilabel:`tablet view` button located on the line of the first work " +"order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:157 +msgid "" +"If all of the units in the backorder will be completed immediately, simply " +"click :guilabel:`Mark As Done And Close MO` after completing all of the work" +" orders." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:160 +msgid "" +"If only some of the remaining units will be manufactured immediately, enter " +"the number in the :guilabel:`Units` field at the top left of the tablet " +"view, then click :guilabel:`Record Production` to create an additional " +"backorder for the remaining units, with *003* at the end of its reference " +"tag." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:165 +msgid "" +"The *002* backorder and *003* backorder can be completed by following the " +"steps detailed in this section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:169 +msgid "" +"It is also possible to create a backorder in the middle of a manufacturing " +"order, when some but not all of the work orders have already been completed." +" Doing so marks the completed work order(s) as :guilabel:`Finished` on the " +"backorder." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:174 +msgid "" +"A manufacturing order for four chairs requires the completion of two work " +"orders: *Paint* and *Assemble*. While the paint step can be completed " +"immediately for all four chairs, there are only enough screws to assemble " +"two of them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:178 +msgid "" +"As a result, the employee responsible for producing the chairs begins by " +"painting all four, and marking the *Paint* work order as " +":guilabel:`Finished` for all of them. Then, they move on to the *Assemble* " +"work order. They assemble two of the four chairs, enter that number in the " +":guilabel:`Units` field of the tablet view, and click :guilabel:`Record " +"Production`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:183 +msgid "" +"A backorder manufacturing order is created for the remaining two chairs. On " +"the backorder, the *Paint* work order is already marked as " +":guilabel:`Finished`, and only the *Assemble* work order is left to be " +"completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:187 +msgid "" +"Once more screws are available, the manufacturing employee assembles the " +"remaining chairs and clicks :guilabel:`Mark As Done And Close MO` to " +"complete the *Assemble* work order and close the backorder manufacturing " +"order." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:3 msgid "Managing BoMs for product variants" msgstr "" @@ -11912,13 +13197,6 @@ msgid "" "manufacturing process." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 -msgid "" -"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " -"Operations --> Scrap`. Each scrap order shows the date and time the order " -"was created, along with the product and quantity that was scrapped." -msgstr "" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:23 msgid "" "To view the total quantity of each item scrapped, navigate to " @@ -12470,25 +13748,25 @@ msgstr "" msgid "Use the Master Production Schedule" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:5 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:7 msgid "" "The Master Production Schedule (MPS) is a valuable tool to plan your " "production based on your demand forecast." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:13 msgid "" "Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` " "and activate the Master Production Schedule feature before hitting save." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:17 msgid "" "In the MPS settings, you can define the time range of your MPS " "(month/week/day) and the number of periods you want to display at all times." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:18 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:20 msgid "" "Now, go to :menuselection:`Planning --> Master Production Schedule` and " "click on *add a product*. You can now define your safety stock target (= the" @@ -12496,7 +13774,7 @@ msgid "" "and maximum quantities that must or can be replenished in each period." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:26 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:28 msgid "" "In the MPS view, you can decide which information you would like to display " "by clicking on *rows*. For instance, the *Actual demand* will show you which" @@ -12506,11 +13784,11 @@ msgid "" "to hide rows if you like." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 msgid "Estimate your demand and launch replenishment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:40 msgid "" "The next step is to estimate the demand for the chosen period. This is done " "in the *Forecasted Demand* Row. You can easily, at any time, compare the " @@ -12519,7 +13797,7 @@ msgid "" "components." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:48 msgid "" "Once the forecasted demand has been set, the quantity to replenish for the " "different periods will automatically be computed. The replenishments you are" @@ -12528,14 +13806,14 @@ msgid "" " replenishment by clicking on the replenish button." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:52 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:54 msgid "" "Depending on the configuration of the product (buy vs. manufacture), " "requests for quotations or manufacturing orders will be created. You can " "easily access those by clicking on the *Actual Replenishment* cell." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:61 msgid "" "In case you manually edit the *Suggested Replenishment* quantity, a small " "cross will appear on the left hand side of the cell. In case you want to go " @@ -12543,74 +13821,74 @@ msgid "" "cross." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 msgid "Cells color signification" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:69 msgid "" "The cells, which are part of the *Suggested Replenishment* line, can take " "different colors depending on the situation:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:70 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 msgid "" "**Green**: quantity of products which should be replenished to reach the " "expected safety stock considering the demand forecast and the indirect " "demand forecast." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 msgid "" "**Grey**: replenishment order has already been generated, and its quantity " "still matches current data." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 msgid "" "**Red**: replenishment order has already been generated, and its quantity " "was too high considering current data." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 msgid "" "**Orange**: replenishment order has already been generated, and its quantity" " was too low considering current data." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:80 msgid "" "The *Forecasted stock* line can also contain red cells, which means the " "stock will be negative during the period in question." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 msgid "What if I have underestimated the demand?" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:86 msgid "" "You can still increase the demand forecast. It will impact the quantity to " "replenish. The cell will become orange, and you’ll be able to launch a new " "replenishment." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 msgid "What if I have overestimated the demand?" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:93 msgid "" "You can decrease the demand forecast. The cell will become red to inform you" " that you’ve ordered more than planned. If you’re still able to do it, you " "can cancel some RFQ or MO manually." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 msgid "What if I wrongly added a product to the MPS?" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:100 msgid "" "You can easily remove a product from the MPS by clicking the small bin on " "the right of its name." @@ -12686,17 +13964,17 @@ msgstr "" msgid "An example of a fully configured work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 msgid "Set standards for work center productivity" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:40 msgid "" "The :guilabel:`General Information` tab on the work center form allows for " "productivity goals to be assigned to a work center:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:43 msgid "" ":guilabel:`Time Efficiency`: used to calculate the expected duration of a " "work order at the work center; for example, if a work order normally takes " @@ -12704,35 +13982,35 @@ msgid "" "minutes" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:44 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 msgid "" ":guilabel:`Capacity`: the number of operations that can be performed at the " "work center simultaneously" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 msgid ":guilabel:`OEE Target`: the target for efficiency at the work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:47 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 msgid "" ":guilabel:`Setup Time`: time required to set up the work center before work " "can commence" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 msgid "" ":guilabel:`Cleanup Time`: time required to clean the work center after work " "is finished" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:51 msgid "" ":guilabel:`Cost per hour`: the cost of operating the work center for one " "hour" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:52 msgid "" ":guilabel:`Analytic Account`: the account where the cost of the work center " "should be recorded" @@ -12742,44 +14020,44 @@ msgstr "" msgid "The general information tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:57 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 msgid "Assign equipment to a work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:61 msgid "" "Using the :guilabel:`Equipment` tab, it is possible for specific pieces of " "equipment to be assigned to a work center. The following information will be" " displayed for each piece of equipment added:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:62 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 msgid ":guilabel:`Equipment Name`: the name of the piece of equipment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:63 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 msgid "" ":guilabel:`Technician`: the technician responsible for servicing the " "equipment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:66 msgid ":guilabel:`Equipment Category`: the category the equipment belongs to" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 msgid "" ":guilabel:`MTBF`: mean time between failures; the average time that the " "piece of equipment will operate before failing" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 msgid "" ":guilabel:`MTTR`: mean time to recovery; the average time it takes for the " "equipment to become fully operational again" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:71 msgid "" ":guilabel:`Est. Next Failure`: an estimate of when the next equipment " "failure will occur" @@ -12789,31 +14067,31 @@ msgstr "" msgid "The equipment tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:78 msgid "" ":guilabel:`MTBF`, :guilabel:`MTTR`, and :guilabel:`Est. Next Failure` are " "all calculated automatically based on past failure data, if any exists." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 msgid "Integrate IoT devices" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:86 msgid "" "The :guilabel:`IoT Triggers` tab enables the integration of :abbr:`IoT " "(Internet of Things)` devices with a work center:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 msgid ":guilabel:`Device`: specifies the IoT device to be triggered" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:88 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:90 msgid ":guilabel:`Key`: the security key for the device" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:91 msgid ":guilabel:`Action`: the IoT device action triggered" msgstr "" @@ -12821,11 +14099,11 @@ msgstr "" msgid "The IoT Triggers tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 msgid "Use case: configure an alternative work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:100 msgid "" "When a work center is at capacity, it cannot accept any new work orders. " "Instead of waiting for the work center to become available, it is possible " @@ -12833,7 +14111,7 @@ msgid "" "carried out." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:102 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:104 msgid "" "Begin by creating a new work center. Configure the :guilabel:`Equipment` tab" " so that it has all of the same equipment as the main work center. This will" @@ -12842,7 +14120,7 @@ msgid "" ":guilabel:`Alternative Workcenters` selection field." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:107 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:109 msgid "" "Now, create a new manufacturing order that uses the main work center for one" " of its operations. The main work center will automatically be selected for " @@ -12856,7 +14134,7 @@ msgid "" "Click the plan button to automatically select an available work center." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:116 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:118 msgid "" "If the main work center is at capacity, the work center selected for the " "operation will be automatically changed to the alternative work center." @@ -12866,11 +14144,11 @@ msgstr "" msgid "The alternative work center is automatically selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:124 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 msgid "Monitor work center performance" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:128 msgid "" "Performance for an individual work center can be viewed by selecting " ":menuselection:`Configuration --> Work Centers`, and clicking on a work " @@ -12878,23 +14156,23 @@ msgid "" "at the top right of the form:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:130 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 msgid "" ":guilabel:`OEE`: overall effective efficiency, the percentage of time that " "the work center has been fully productive" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 msgid ":guilabel:`Lost`: the amount of time lost due to work stoppages" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:133 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:135 msgid "" ":guilabel:`Load`: the amount of time it will take to complete the current " "workload" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:136 msgid "" ":guilabel:`Performance`: the real duration of work time, shown as a " "percentage of the expected duration" diff --git a/locale/nl/LC_MESSAGES/productivity.po b/locale/nl/LC_MESSAGES/productivity.po index b62d4bcd5..1bcf441ee 100644 --- a/locale/nl/LC_MESSAGES/productivity.po +++ b/locale/nl/LC_MESSAGES/productivity.po @@ -6,17 +6,18 @@ # Translators: # Yenthe Van Ginneken , 2023 # Martin Trigaux, 2023 -# Jolien De Paepe, 2023 # Erwin van der Ploeg , 2023 +# Wil Odoo, 2023 +# Jolien De Paepe, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" -"Last-Translator: Erwin van der Ploeg , 2023\n" +"Last-Translator: Jolien De Paepe, 2023\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -509,62 +510,51 @@ msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:106 msgid "" -"After one user syncs their Outlook calendar to the Odoo database, unwanted " -"email notifications are unavoidable because the first synchronized user's " -"events will be in the Odoo Calendar. If the Odoo database is shared amongst " -"multiple users, and another user wants to sync their Outlook calendar with " -"Odoo Calendar, Outlook will again pull the existing Odoo Calendar events " -"during the sync and treat them as new events, causing Outlook to send email " -"invitations to all event attendees." -msgstr "" - -#: ../../content/applications/productivity/calendar/outlook.rst:113 -msgid "" "In summary, once a user synchronizes their Outlook calendar with the Odoo " "calendar:" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:115 +#: ../../content/applications/productivity/calendar/outlook.rst:108 msgid "" "Creating an event in Odoo causes Outlook to send an invitation to all event " "attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:116 +#: ../../content/applications/productivity/calendar/outlook.rst:109 msgid "" "Deleting an event in Odoo causes Outlook to send a cancellation to all event" " attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:117 +#: ../../content/applications/productivity/calendar/outlook.rst:110 msgid "" "Unarchiving an event in Odoo causes Outlook to send an invitation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:118 +#: ../../content/applications/productivity/calendar/outlook.rst:111 msgid "" "Archiving an event in Odoo causes Outlook to send a cancellation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:119 +#: ../../content/applications/productivity/calendar/outlook.rst:112 msgid "" "Adding a contact to an event causes Outlook to send an invitation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:120 +#: ../../content/applications/productivity/calendar/outlook.rst:113 msgid "" "Removing a contact from an event causes Outlook to send a cancellation to " "all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:123 +#: ../../content/applications/productivity/calendar/outlook.rst:116 msgid "Sync Odoo Calendar and Outlook" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:125 +#: ../../content/applications/productivity/calendar/outlook.rst:118 msgid "" "In the Odoo database, go to the :guilabel:`Calendar` module and click the " ":guilabel:`Outlook` sync button. The page will redirect to a Microsoft login" @@ -576,13 +566,13 @@ msgstr "" msgid "The \"Outlook\" sync button in Odoo Calendar." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:133 +#: ../../content/applications/productivity/calendar/outlook.rst:126 msgid "" "The synchronization is a two-way process, meaning that events are reconciled" " in both accounts (Outlook and Odoo)." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:137 +#: ../../content/applications/productivity/calendar/outlook.rst:130 msgid "" "All users that want to use the synchronization simply need to :ref:`sync " "their calendar with Outlook `. The configuration of " @@ -592,11 +582,11 @@ msgid "" "for their internal and external users." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:144 +#: ../../content/applications/productivity/calendar/outlook.rst:137 msgid ":doc:`../mail_plugins/outlook`" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:145 +#: ../../content/applications/productivity/calendar/outlook.rst:138 msgid ":doc:`google`" msgstr "" @@ -912,7 +902,7 @@ msgid "View of the contacts’ status for Odoo Discuss" msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:97 -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:65 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:250 msgid ":doc:`team_communication`" msgstr "" @@ -921,99 +911,429 @@ msgid ":doc:`/applications/general/email_communication/email_servers`" msgstr ":doc:`/applications/general/email_communication/email_servers`" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:3 -msgid "Get Organized by Planning Activities" -msgstr "" +msgid "Activities" +msgstr "Activiteiten" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:5 msgid "" -"When you plan activities you minimize the risk of uncertainties, as you " -"provide clear directions for the course of your next action. In addition to " -"that, you do not leave space for wasteful activities and reduce the chance " -"of having overlapping actions between team members." +"*Activities* are follow-up tasks tied to a record in an Odoo database. " +"Activities can be scheduled on any page of the database that contains a " +"chatter thread, kanban view, list view, or activities view of an " +"application." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:10 -msgid "Where do I see my schedule activities?" +msgid "Schedule activities" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:12 msgid "" -"Access and manage your activities wherever you are in Odoo by the " -"*Activities* menu." +"One way that activities are created is by clicking the :guilabel:`Schedule " +"Activity` button, located at the top of the *chatter* on any record. On the " +"pop-up window that appears, select an :guilabel:`Activity Type` from the " +"drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:17 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:21 +msgid "" +"Enter a title for the activity in the :guilabel:`Summary` field, located in " +"the :guilabel:`Schedule Activity` pop-up window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:24 +msgid "" +"To assign the activity to a different user, select a name from the " +":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the " +"activity is automatically assigned." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:27 +msgid "" +"Lastly, feel free to add any additional information in the optional " +":guilabel:`Log a note...` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:30 +msgid "" +"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " +"window auto-populates based on the configuration settings for the selected " +":guilabel:`Activity Type`. However, this date can be changed by selecting a " +"day on the calendar in the :guilabel:`Due Date` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:34 +msgid "Lastly, click one of the following buttons:" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:36 +msgid "" +":guilabel:`Schedule`: adds the activity to the chatter under " +":guilabel:`Planned activities`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:37 +msgid "" +":guilabel:`Mark as Done`: adds the details of the activity to the chatter " +"under :guilabel:`Today`. The activity is not scheduled, it is automatically " +"marked as completed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:39 +msgid "" +":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " +"marked as done, and opens a new activity window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:41 +msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads page emphasizing the activities menu for Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:20 -msgid "Plan activities" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:22 -msgid "" -"Activities can be planned and managed from the chatter by clicking on " -"*Schedule activity*, or through Kanban views." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads and the option to schedule an activity for Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:31 -msgid "Set your activity types" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:33 -msgid "" -"A number of activities types are available by default in Odoo (call, email, " -"meeting, etc.). However, you can set new ones going to " -":menuselection:`Settings --> Activity types`." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of the settings page emphasizing the menu activity types for Odoo " -"Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:42 -msgid "" -"If you need to create an activity type with an available calendar, make sure" -" to create it with an *Action to Perform* set as *Meeting*." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:46 -msgid "Recommend next activities" +msgid "View of CRM leads and the option to schedule an activity." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:48 msgid "" -"Odoo helps you to plan a flow of activities by allowing you to set " -"*Recommended Next Activities*." +"Depending on the activity type, the :guilabel:`Schedule` button may be " +"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` " +"button." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:51 +msgid "" +"Scheduled activities are added to the chatter for the record under " +":guilabel:`Planned activities`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:57 +msgid "" +"Activities can also be scheduled from the kanban, list, or activities view " +"of an application." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:61 +msgid "Kanban view" +msgstr "Kanban-weergave" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:63 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill " +"out the pop-up form." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Kanban view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:70 +msgid "List view" +msgstr "Lijstweergave" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:72 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already " +"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 " +"(phone)` or an :guilabel:`✉️ (envelope)` icon." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "List view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:80 +msgid "Activity view" +msgstr "Activiteit weergave" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:82 +msgid "" +"To open the activity view for an application, select the :guilabel:`🕘 " +"(clock)` icon from the menu bar anywhere in the database. Select any " +"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` " +"icon for the desired app." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity menu drop down with focus on where to open activity view for CRM." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:90 +msgid "" +"Select a record on which to schedule an activity. Move across the row to " +"find the desired activity type, then click the :guilabel:`＋ (plus sign)`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:98 +msgid "" +"Activity colors, and their relation to an activity's due date, is consistent" +" throughout Odoo, regardless of the activity type, or the view." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:101 +msgid "" +"Activities that appear in **green** indicate a due date sometime in the " +"future." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:102 +msgid "**Yellow** indicates that the activity's due date is today." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:103 +msgid "" +"**Red** indicates that the activity is overdue and the due date has passed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:105 +msgid "" +"For example, if an activity is created for a phone call, and the due date " +"passes, the activity appears with a red phone in list view, and a red clock " +"on the kanban view." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:109 +msgid "View scheduled activities" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:111 +msgid "" +"To view scheduled activities, open either the :menuselection:`Sales app` or " +":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located " +"to the far-right side of the other view options." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:114 +msgid "" +"Doing so opens the activities menu, showcasing all the scheduled activities " +"for the user, by default. To show all activities for every user, remove the " +":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:118 +msgid "" +"To view a consolidated list of activities separated by the application where" +" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on" +" the header menu to see the activities for that specific application in a " +"drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:122 +msgid "" +"The possibility to :guilabel:`Add new note` and :guilabel:`Request a " +"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘" +" (clock)` icon on the header menu is clicked." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of CRM leads page emphasizing the activities menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:130 +msgid "Configure activity types" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:132 +msgid "" +"To configure the types of activities in the database, go to " +":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of the settings page emphasizing the menu activity types." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:139 +msgid "" +"Doing so reveals the :guilabel:`Activity Types` page, where the existing " +"activity types are found." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:141 +msgid "" +"To edit an existing activity type, select it from the list, then click " +":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:144 +msgid "" +"At the top of a blank activity type form, start by choosing a " +":guilabel:`Name` for the new activity type." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "New activity type form." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:152 +msgid "Activity settings" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:155 +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "Actie" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:157 +msgid "" +"The *Action* field specifies the intent of the activity. Some actions " +"trigger specific behaviors after an activity is scheduled." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:160 +msgid "" +"If :guilabel:`Upload Document` is selected, a link to upload a document is " +"added directly to the planned activity in the chatter." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:162 +msgid "" +"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " +"have the option to open their calendar to schedule a time for this activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:164 +msgid "" +"If :guilabel:`Request Signature` is selected, a link is added to the planned" +" activity in the chatter that opens a signature request pop-up window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:168 +msgid "" +"The actions available to select on an activity type vary, depending on the " +"applications currently installed in the database." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:172 +msgid "Default user" +msgstr "Standaard gebruiker" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:174 +msgid "" +"To automatically assign this activity to a specific user when this activity " +"type is scheduled, choose a name from the :guilabel:`Default User` drop-down" +" menu. If this field is left blank, the activity is assigned to the user who" +" creates the activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:179 +msgid "Default summary" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:181 +msgid "" +"To include notes whenever this activity type is created, enter them into the" +" :guilabel:`Default Summary` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:185 +msgid "" +"The information in the :guilabel:`Default User` and :guilabel:`Default " +"Summary` fields are included when an activity is created. However, they can " +"be altered before the activity is scheduled or saved." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:190 +msgid "Next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:192 +msgid "" +"To automatically suggest, or trigger, a new activity after an activity has " +"been marked complete, the :guilabel:`Chaining Type` must be set." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:196 +msgid "Suggest next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:198 +msgid "" +"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " +"Activity`. Upon doing so, the field underneath changes to: " +":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " +"select any activities to recommend as follow-up tasks to this activity type." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:202 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:230 +msgid "" +"In the :guilabel:`Schedule` field, choose a default deadline for these " +"activities. To do so, configure a desired number of :guilabel:`Days`, " +":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " +":guilabel:`after completion date` or :guilabel:`after previous activity " +"deadline`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:207 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:235 +msgid "" +"This :guilabel:`Schedule` field information can be altered before the " +"activity is scheduled." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:209 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:237 +msgid "When all configurations are complete, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "Schedule activity popup with emphasis on recommended activities." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:216 +msgid "" +"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " +"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " +"users are presented with recommendations for activities as next steps." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:221 +msgid "Trigger next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:223 +msgid "" +"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " +"immediately launches the next activity once the previous one is completed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:226 +msgid "" +"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " +"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " +":guilabel:`Trigger` field drop-down menu, select the activity that should be" +" launched once this activity is completed." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "" -"View of an activity type form emphasizing the field recommended next activities for Odoo\n" -"Discuss" +"Schedule new activity popup with emphasis on Done and launch next button." msgstr "" -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:55 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:244 msgid "" -"Once the respective activity is completed, select *Done & Schedule Next* and" -" next steps are suggested to you." +"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" +" Next Activity`, marking the activity as `Done` immediately launches the " +"next activity listed in the :guilabel:`Trigger` field." msgstr "" -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of an activity being schedule emphasizing the recommended activities field being\n" -"shown for Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:64 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:249 #: ../../content/applications/productivity/discuss/overview/team_communication.rst:98 msgid ":doc:`get_started`" msgstr "" @@ -1176,8 +1496,23 @@ msgstr "" msgid "Internet of Things (IoT)" msgstr "Internet of Things (IoT)" +#: ../../content/applications/productivity/iot.rst:17 +msgid "" +"The Open Platform Communications (OPC) Unified Architecture (UA) protocol is" +" now supported by the :abbr:`IoT (Internet of Things)` box. :abbr:`OPC (Open" +" Platform Communications)` :abbr:`UA (United Architecture)` is an open " +"standard that specifies information exchange for industrial communication on" +" devices, between machines and between systems. This includes communication " +"between information technology and operational technology. :abbr:`OPC (Open " +"Platform Communications)` :abbr:`UA (United Architecture)` can be used with " +"any software platform, on a wide variety of devices, and deployed securely. " +"The :abbr:`IoT (Internet of Things)` box has entered the world of the " +"Industry 4.0 standard and can be utilized in a wide variety of industries, " +"and for things like building automation, packaging, utilities, etc." +msgstr "" + #: ../../content/applications/productivity/iot/config.rst:5 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:6 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:10 msgid "Configuration" msgstr "Configuratie" @@ -3986,194 +4321,214 @@ msgstr "" msgid "Outlook Plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:8 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:5 +msgid "" +"Outlook allows for third-party applications to connect in order to execute " +"database actions from emails. Odoo has a plugin for Outlook that allows for " +"the creation of an opportunity from the email panel." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:12 msgid "" "The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both" " on Odoo and Outlook." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:17 msgid "Enable Mail Plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:19 msgid "" -"First, you need to enable the *Mail Plugin* feature in your database. Go to " +"First, enable the *Mail Plugin* feature in the database. Go to " ":menuselection:`Settings --> General Settings --> Integrations`, enable " -"*Mail Plugin*, and *Save* the configuration." -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:21 -msgid "Install the Outlook Plugin" -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:23 -msgid "Open your Outlook mailbox and select any email." +":guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:25 -msgid "Click on the *More actions* button and select *Get Add-ins*." +msgid "Install the Outlook Plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "More actions button in Outlook" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:27 +msgid "" +"Download (:menuselection:`Save Page As --> Web Page XML only`) the following" +" XML file to upload later: " +"`https://download.odoocdn.com/plugins/outlook/manifest.xml " +"`_." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:31 -msgid "Select the *My add-ins* tab." +msgid "" +"Next, open the Outlook mailbox, and select any email. After completing this," +" click on the :guilabel:`More actions` button in the upper right-side and " +"select :guilabel:`Get Add-ins`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "More actions button in Outlook" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:38 +msgid "" +"Following this step, select the :guilabel:`My add-ins` tab on the left-side." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "My add-ins in Outlook" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:37 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:44 msgid "" -"Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add " -"from URL...*" +"Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ " +"Add a custom add-in`, and then on :guilabel:`Add from file...`" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-ins in Outlook" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:43 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:51 msgid "" -"Enter the following URL " -"`https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` and press " -"*OK*." +"For the next step, attach the `manifest.xml` file downloaded above, and " +"press :guilabel:`OK`. Next, read the warning and click on " +":guilabel:`Install`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering the add-in URL in Outlook" -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:50 -msgid "Read the warning and click on *Install*." -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-in installation warning in Outlook" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:59 -msgid "Connect your database" -msgstr "" - #: ../../content/applications/productivity/mail_plugins/outlook.rst:61 -msgid "" -"Open any email in your Outlook mailbox, click on the *More actions* button, " -"and select *Odoo for Outlook*." +msgid "Connect the database" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:63 +msgid "" +"Now, Outlook will be connected to the Odoo database. First, open any email " +"in the Outlook mailbox, click on the :guilabel:`More actions` button in the " +"upper right-side, and select :guilabel:`Odoo for Outlook`." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook add-in button" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:71 msgid "" "The right-side panel can now display **Company Insights**. At the bottom, " -"click on *Login*." +"click on :guilabel:`Login`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Logging in your Odoo database" -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 -msgid "" -"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" -" available as a trial. This feature requires :ref:`prepaid credits " -"`." +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Logging in the Odoo database" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:79 msgid "" -"If, after a short while, the panel is still empty, it is possible that your " -"browser cookie settings prevented it from loading. Note that these settings " -"also change if you are in \"Incognito\" mode on your browser." +"Only a limited amount of **Company Insights** (*Lead Enrichment*) requests " +"are available as a trial database. This feature requires :ref:`prepaid " +"credits `." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:84 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:83 msgid "" -"To fix this issue, configure your browser to always allow cookies on Odoo's " +"If, after a short while, the panel is still empty, it is possible that the " +"browser cookie settings prevented it from loading. Note that these settings " +"also change if the browser is in \"Incognito\" mode." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:87 +msgid "" +"To fix this issue, configure the browser to always allow cookies on Odoo's " "plugin page." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:86 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:89 msgid "" -"For Google Chrome, you can do so by following the guide at: " -"`https://support.google.com/chrome/answer/95647 " -"`_" -" and adding `download.odoo.com` to the list of `Sites that can always use " +"For Google Chrome, change the browser cookie settings by following the guide" +" at: `https://support.google.com/chrome/answer/95647 " +"`_ and adding " +"`download.odoo.com` to the list of :guilabel:`Sites that can always use " "cookies`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:90 -msgid "Once done, the Outlook panel needs to be opened again." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:94 +msgid "Once this is complete, the Outlook panel needs to be opened again." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 -msgid "Enter your Odoo database URL and click on *Login*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:96 +msgid "Now, enter the Odoo database URL and click on :guilabel:`Login`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering your Odoo database URL" +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Entering the Odoo database URL" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:99 -msgid "Click on *Allow* to open the pop-up window." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:102 +msgid "Next, click on :guilabel:`Allow` to open the pop-up window." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "New window pop-up warning" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 -msgid "If you aren't logged into your database, enter your credentials." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:108 +msgid "" +"If the user isn't logged into the database, enter the credentials. Click on " +":guilabel:`Allow` to let the Outlook Plugin connect to the database." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:107 -msgid "Click on *Allow* to let the Outlook Plugin connect to your database." -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Allowing the Outlook Plugin to connect to a database" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:116 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 msgid "Add a shortcut to the plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:120 msgid "" "By default, the Outlook Plugin can be opened from the *More actions* menu. " "However, to save time, it's possible to add it next to the other default " "actions." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:121 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:123 msgid "" -"In your Outlook mailbox, click on *Settings*, then on *View all Outlook " -"settings*." +"In the Outlook mailbox, click on :guilabel:`Settings`, then on " +":guilabel:`View all Outlook settings`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Viewing all Outlook settings" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:127 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:130 msgid "" -"Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and " -"then *Save*." +"Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on " +":guilabel:`Odoo for Outlook`, and then :guilabel:`Save`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook customized action" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:133 -msgid "Open any email; the shortcut should be displayed." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:137 +msgid "Following this step, open any email; the shortcut should be displayed." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:144 +msgid "Using the plugin" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:146 +msgid "" +"Now that the plug-in is installed and operational, all that needs to be done" +" to create a lead is to click on the `O` [Odoo icon] or navigate to " +":guilabel:`More actions` and click on :guilabel:`Odoo for Outlook`. The side" +" panel will appear on the right-side, and under :guilabel:`Opportunities` " +"click on :guilabel:`New`. A new window with the created opportunity in the " +"Odoo database will populate." msgstr "" #: ../../content/applications/productivity/studio.rst:6 @@ -4407,10 +4762,6 @@ msgid "" " It works the same way as when you apply filters on a model." msgstr "" -#: ../../content/applications/productivity/studio/automated_actions.rst:134 -msgid "Action" -msgstr "Actie" - #: ../../content/applications/productivity/studio/automated_actions.rst:136 msgid "" "Determine what the automated action should do (server action). There are " diff --git a/locale/nl/LC_MESSAGES/sales.po b/locale/nl/LC_MESSAGES/sales.po index 4835abcdd..8d33391c5 100644 --- a/locale/nl/LC_MESSAGES/sales.po +++ b/locale/nl/LC_MESSAGES/sales.po @@ -13,15 +13,16 @@ # Martin Trigaux, 2023 # Wil Odoo, 2023 # Jolien De Paepe, 2023 +# Cédric Heylen, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" -"Last-Translator: Jolien De Paepe, 2023\n" +"Last-Translator: Cédric Heylen, 2023\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -91,7 +92,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:16 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 @@ -187,10 +188,11 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/convert.rst:67 msgid "It is also possible to merge more than 2 opportunities or leads." msgstr "" +"Het is ook mogelijk om meer dan 2 verkoopkansen of leads samen te voegen." #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:3 msgid "Generate leads/opportunities" -msgstr "" +msgstr "Genereer leads/verkoopkansen" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:5 msgid "" @@ -220,7 +222,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:23 msgid "Use Contact Forms on your website" -msgstr "" +msgstr "Gebruik contact formulieren op je website" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:25 msgid "" @@ -263,11 +265,11 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Contact Form settings" -msgstr "" +msgstr "Contact Formulier instellingen" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:55 msgid "Customize Contact Forms" -msgstr "" +msgstr "Contactformulieren aanpassen" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:57 msgid "" @@ -284,7 +286,7 @@ msgstr "" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst-1 msgid "Form Builder building blocks" -msgstr "" +msgstr "Formulier bouwblokken" #: ../../content/applications/sales/crm/acquire_leads/generate_leads.rst:68 msgid "" @@ -1030,9 +1032,10 @@ msgstr "Beheer verloren opportuniteiten" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" -"While working with your opportunities, you might lose some of them. You will" -" want to keep track of the reasons you lost them and also which ways Odoo " -"can help you recover them in the future." +"Not all opportunities result in successful sales. In order to keep the " +"pipeline up to date, lost opportunities need to be identified. Specifying " +"the reason why an opportunity was lost provides additional insight that can " +"prove useful for future opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 @@ -1041,84 +1044,193 @@ msgstr "Markeer een lead als verloren" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" -"While in your pipeline, select any opportunity you want and you will see a " -"*Mark Lost* button." +"To mark a lead as lost, open the :menuselection:`CRM` application, and " +"select a lead from the pipeline, by clicking on its corresponding kanban " +"card. Doing so reveals that lead's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15 msgid "" -"You can then select an existing *Lost Reason* or create a new one right " -"there." +"Then, click :guilabel:`Lost`, located at the top of the lead's detail form." msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22 -msgid "Manage & create lost reasons" -msgstr "Beheer & Definieer verlies redenen" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:24 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" -"You will find your *Lost Reasons* under :menuselection:`Configuration --> " -"Lost Reasons`." +"Buttons from the top of an opportunity record with the lost button " +"emphasized." msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:21 msgid "" -"You can select & rename any of them as well as create a new one from there." +"This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an " +"existing lost reason. If no applicable reason is available, create a new one" +" by entering it into the :guilabel:`Lost Reason` field, and clicking " +":guilabel:`Create`." msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30 -msgid "Retrieve lost opportunities" -msgstr "" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:32 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:25 msgid "" -"To retrieve lost opportunities and do actions on them (send an email, make a" -" feedback call, etc.), select the *Lost* filter in the search bar." +"Additional notes and comments can be added below the lost reason designated " +"in the :guilabel:`Lost Reason` field." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:28 +msgid "" +"When all the desired information has been entered in the :guilabel:`Lost " +"Reason` pop-up window, click :guilabel:`Submit`." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost reasons popup with sample reasons." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:35 +msgid "" +"Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo " +"returns to the lead detail form, where a new red :guilabel:`Lost` banner is " +"now present in the upper-right corner of the lead." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 -msgid "You will then see all your lost opportunities." +msgid "Create/edit lost reasons" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" -"If you want to refine them further, you can add a filter on the *Lost " -"Reason*." +"To create a new lost reason, or edit an existing one, navigate to " +":menuselection:`CRM app --> Configuration --> Lost Reasons`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44 -msgid "For Example, *Too Expensive*." -msgstr "" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:50 -msgid "Restore lost opportunities" -msgstr "" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:52 msgid "" -"From the Kanban view with the filter(s) in place, you can select any " -"opportunity you wish and work on it as usual. You can also restore it by " -"clicking on *Archived*." +"To edit an existing reason, click on the reason that should be modified. " +"When clicked, that reason becomes highlighted. Once highlighted, change the " +"description of the selected lost reason by editing the " +":guilabel:`Description` field. When done, click :guilabel:`Save` in the " +"upper-left corner." msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:59 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:48 msgid "" -"You can also restore items in batch from the Kanban view when they belong to" -" the same stage. Select *Restore Records* in the column options. You can " -"also archive the same way." +"To create a new lost reason, click :guilabel:`Create` in the upper-left " +"corner of the :guilabel:`Lost Reasons` page. Doing so reveals a new blank " +"line in the :guilabel:`Description` field. Then, proceed to type in the new " +"lost reason in that new line. Once ready, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66 -msgid "To select specific opportunities, you should switch to the list view." +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54 +msgid "Retrieve lost opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:56 +msgid "" +"To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM " +"app` to the main :guilabel:`Pipeline` dashboard. Then, click the " +":guilabel:`Filters` drop-down menu, located beneath the search bar." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with lost filter emphasized." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 +msgid "" +"From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` " +"option. Upon selecting :guilabel:`Lost`, only the leads that have been " +"marked as `Lost` appear on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 +msgid "" +"To filter leads by a specific lost reason, select :menuselection:`Filters " +"--> Add Custom Filter`. Doing so reveals another drop-down menu with three " +"fields." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71 msgid "" -"Then you can select as many or all opportunities and select the actions you " -"want to take." +"In the top field drop-down menu, select :guilabel:`Lost Reason`. In the " +"second field drop-down menu, select :guilabel:`Contains`. Then, in the third" +" field of the :guilabel:`Add Custom Field` sub menu, type in the specific " +"keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking " +":guilabel:`Apply`, Odoo reveals all the lost leads with a reason that " +"contains that specified keyword(s)." msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:78 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with custom filter added for lost reason." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81 +msgid "Restore lost opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 +msgid "" +"To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` " +"dashboard on the *CRM* app, open the :guilabel:`Filters` drop-down menu, and" +" select the :guilabel:`Lost` option. Doing so reveals all the lost " +"opportunities on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:87 +msgid "" +"Then, click on the kanban card of the desired lost opportunity to restore, " +"which opens that lead's detail form." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:90 +msgid "" +"From the lost lead's detail form, click :guilabel:`Restore` in the upper-" +"left corner. Doing so removes the red :guilabel:`Lost` banner from the lead " +"form, signifying the lead has been restored." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost opportunity with emphasis on the Restore button." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98 +msgid "Restore multiple opportunities at once" +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:100 +msgid "" +"To restore multiple opportunities at once, navigate to the main " +":guilabel:`Pipeline` dashboard in the *CRM* app, open the " +":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:103 +msgid "" +"Next, select the list view option, which is represented by the three-line " +":guilabel:`☰ (list)` icon in the upper-right corner. Doing so places all the" +" leads from the :guilabel:`Pipeline` page in a list form. With the list form" +" chosen, select the checkbox to the left of each desired opportunity/lead to" +" be restored." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:108 +msgid "" +"Once the desired opportunities/leads have been selected, click the " +":guilabel:`⚙️ Action (gear)` drop-down menu at the top of the " +":guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` drop-down " +"menu, select :guilabel:`Unarchive`." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:112 +msgid "" +"Doing so removes those selected lost opportunities from the " +":guilabel:`Pipeline` page because they no longer fit into the `Lost` filter " +"criteria. To reveal these newly-restored leads, delete the `Lost` filter " +"from the search bar." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Action button from list view with the Unarchive option emphasized." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:121 msgid ":doc:`../performance/win_loss`" msgstr "" @@ -2994,7 +3106,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:16 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 msgid "Configure the Payment Method" msgstr "" @@ -3022,7 +3134,7 @@ msgid "Create a new payment method for the SIX payment terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:37 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:40 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 msgid "Pay with a Payment Terminal" msgstr "" @@ -3074,13 +3186,20 @@ msgid "" " procedure only suitable for North American businesses." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:18 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +msgid "" +"Vantiv card readers should be purchased exclusively from Vantiv, as certain " +"Vantiv terminals bought on Amazon do not include the correct encryption " +"needed to be used with an Odoo database." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" "First, go in the general settings of the POS app, and activate the Vantiv " "setting." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:24 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 msgid "" "Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "go in the payments section and access your payment methods. Create a new " @@ -3088,14 +3207,14 @@ msgid "" "create new Vantiv credentials." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:32 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" "To create new Vantiv credentials, fill in your merchant ID and password, " "then save. Make sure the credentials you just created are selected, then " "save the payment method." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:42 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 msgid "" "In your PoS interface, at the moment of the payment, select your Vantiv " "payment method and… that’s all." @@ -8043,85 +8162,98 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 -msgid "Get paid to confirm an order" +msgid "Online payment order confirmation" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" -"In general, online payments are considered as a fast and secure alternative " -"to traditional payment methods. It is generally cheaper, easier and faster " -"than other payment methods. It is particularly useful and efficient for " -"international transactions. With Odoo Sales, you can use online payments to " -"get automatic orders confirmation. Online payments are made instantly, so " -"it's very convenient and saves lots of time in a basic sales process." +"With Odoo *Sales*, online payments can be used to get automatic confirmation" +" on orders." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:8 msgid "Enable online payment" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:14 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "" -"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the" -" **Online Payment** feature." +"Go to :menuselection:`Sales app --> Configuration --> Settings`, scroll to " +"the :guilabel:`Quotations \\& Orders` heading, and activate the " +":guilabel:`Online Payment` feature by checking the box next to it, and " +"clicking :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to enable online payment on Odoo Sales?" +msgid "How to enable online payment on Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:22 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:18 msgid "" -"There, you will have direct access to the **Payment Acquirers** page. It " -"will allow you to select and configure your acquirers of choice. Before " -"creating or modifying a payment acquirer, be sure to check out our " -"documentation about how to be paid with payment acquirers such as " -":doc:`/applications/finance/payment_acquirers/paypal`, " -":doc:`/applications/finance/payment_acquirers/authorize`, and others in the " -":doc:`/applications/finance/payment_acquirers` documentation." +"After checking the box beside the :guilabel:`Online Payment` feature, a link" +" to the :guilabel:`Payment Acquirers` appears beneath it. Click that link to" +" reveal the entire :guilabel:`Payment Acquirers` page." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 +msgid "Payment acquirers page in the Odoo Sales application." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:26 +msgid "" +"On the :guilabel:`Payment Acquirers` page, payment acquirers can be selected" +" and configured. Before creating (or modifying) a payment acquirer, be sure " +"to review the documentation related to the ways payment acquirers can be " +"used with Odoo, such as:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:30 -msgid "" -"If you are familiar with this documentation: :doc:`quote_template`; you can " -"activate or not the **Online Payment** feature for each template you use, " -"under their confirmation tab." +msgid ":doc:`../../../finance/payment_acquirers/paypal`" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:31 +msgid ":doc:`../../../finance/payment_acquirers/authorize`" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:32 +msgid ":doc:`../../../finance/payment_acquirers`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 +msgid "" +"On quotation templates, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Confirmation` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:38 +msgid "" +"On standard quotations, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Other Info` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:42 msgid "Register a payment" msgstr "Registreer een betaling" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:37 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:44 msgid "" -"After opening quotations from their received email, your customers will have" -" different possibilities to make their online payments. For example:" +"After opening quotations from the email they receive, customers are " +"presented with different options to make online payments, in the " +":guilabel:`Pay with` section." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to register a payment on Odoo Sales?" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:46 -msgid "" -"By clicking on the **Customer Preview** button, you will be able to see what" -" your customers will have to choose when it comes to payment." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:50 -msgid ":doc:`quote_template`" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:51 -msgid ":doc:`/applications/finance/payment_acquirers`" +msgid "How to register a payment on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:52 -msgid ":doc:`/applications/finance/payment_acquirers/paypal`" +msgid "" +"Clicking the :guilabel:`Customer Preview` smart button on the quotation form" +" provides a preview of the quotation as the customer sees it, along with the" +" various online payment options they can choose from." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:53 -msgid ":doc:`/applications/finance/payment_acquirers/authorize`" +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:57 +msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 @@ -8340,22 +8472,22 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 -msgid "Use product variants on quotations and sales orders" +msgid "Product variants on quotations and sales orders" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Product variants can be added to quotations and sales orders using the " -"Product Configurator, Variant Grid Entry, or both." +"*product configurator*, *variant grid entry*, or both." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:11 msgid "" "To enable product variants on quotations and sales orders, go to " -":menuselection:`Sales --> Configuration --> Settings --> Product Catalog` " -"and activate one or both of the :guilabel:`Product Configurator` and " -":guilabel:`Variant Grid Entry` settings. Finally, click :guilabel:`Save` to " -"apply the settings." +":menuselection:`Sales app --> Configuration --> Settings`, and under the " +":guilabel:`Product Catalog` heading, activate one (or both) of the " +":guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` " +"settings. Finally, click :guilabel:`Save` to apply the settings." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 @@ -8363,95 +8495,172 @@ msgid "Activating entry type settings." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:20 +msgid "After saving the settings, it's time to configure the product form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:22 msgid "" -"After saving the settings, configure the product form. Head over to " -":menuselection:`Sales --> Products --> Products` and select any product (or " -"click :guilabel:`Create` to create a new one). On the product form, click " -":guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under " -":guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " +"To do that, navigate to :menuselection:`Sales app --> Products --> " +"Products`, and select the desired product to configure (or click " +":guilabel:`Create` to open a blank product form, and create a new one)." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:26 +msgid "" +"On the product form, click :guilabel:`Edit`, and select the " +":guilabel:`Variants` tab. Click :guilabel:`Add a line` to add an attribute " +"in the :guilabel:`Attribute` column, like `Color` or `Size`, for example." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:30 +msgid "" +"Once the attribute is chosen, select the desired values to apply to that " +"attribute in the :guilabel:`Values` column. To select the desired values, " +"click into the blank field beneath the :guilabel:`Values` column." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:34 +msgid "" +"Then, select an option from the drop-down menu that appears. Or, create a " +"new value by typing in the new value, and click :guilabel:`Create` from the " +"drop-down menu that appears beneath the new value." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 +msgid "" +"When a product has *at least* two variants (one attribute with two values), " +"the :guilabel:`Sales Variant Selection` option appears at the bottom of the " +":guilabel:`Variants` tab. That is the **only** way to make that option " +"appear, so keep that in mind." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:41 +msgid "" +"Under :guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " "Configurator` or :guilabel:`Order Grid Entry`. This selection determines " -"which method is used to add the product to quotations or sales orders. " -"Finally, click :guilabel:`Save` to apply the setting." +"which method is used to add the product to quotations or sales orders." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:45 +msgid "" +":guilabel:`Product Configurator`: choose attribute values to add the " +"matching product variant to the order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:47 +msgid "" +":guilabel:`Order Grid Entry`: add several variants at once from the grid of " +"attribute values." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:49 +msgid "" +"Once a selection is made, click :guilabel:`Save` on the product form to " +"apply the setting." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Sales variant selection." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:32 -msgid "" -"The product must have at least two variants (one attribute with two values) " -"created in order for the :guilabel:`Sales Variant Selection` option to " -"appear. Click :guilabel:`Add a line` under :guilabel:`Attribute` to add " -"attributes and values to this product and create product variants." +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:56 +msgid "Product configurator" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 -msgid "Use the Product Configurator" +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:58 +msgid "" +"The *product configurator* appears on a quotation or sales order when " +"products that have **both** variants configured are added, and the " +":guilabel:`Product Configurator` option is selected on the product form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62 msgid "" -"The :guilabel:`Product Configurator` appears on a quotation or sales order " -"when products are added that have both variants configured and the " -":guilabel:`Product Configurator` option selected." +"The product configurator lets salespeople choose exactly which product " +"variant to add to the quotation or sales order, using a format similar to " +"online shopping. Color options display any HTML color codes set up in the " +":guilabel:`Color` attribute." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:66 msgid "" -"The :guilabel:`Product Configurator` lets salespeople choose exactly which " -"product variant to add to the quotation or sales order using a format " -"similar to online shopping. Color options display any HTML color codes set " -"up in the :guilabel:`Color` attribute. Features with an additional cost will" -" display the additional cost next to their name. Once the desired product " -"variant attributes are selected, click :guilabel:`Add` to add the product " -"variant to the quotation or sales order." +"Features with an additional cost display the additional cost next to their " +"name. Once the desired product variant attributes are selected, click " +":guilabel:`Add` to add the product variant to the quotation or sales order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Product Configurator and Price Extras." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:52 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "" "By default, the product variant attributes are displayed on the quotation or" -" sales order in the :guilabel:`Description` column, but the " -":guilabel:`Product Variant` column can be added through the additional " -"options menu (3 vertical dots icon)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:57 -msgid "Use Variant Grid Entries" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:59 -msgid "" -":guilabel:`Variant Grid Entries` appear on a quotation or sales order when " -"products are added that have both variants configured and the " -":guilabel:`Order Grid Entry` option selected. Grid entry can streamline the " -"process of creating large, varied quotations by letting salespeople enter " -"exact quantities of each product variant all at once." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:64 -msgid "" -":guilabel:`Variant Grid Entry` displays a grid of every variant available " -"for the selected product. Choose the exact quantities of each product " -"variant for a quotation or sales order by typing in the number or using the " -"arrows. :guilabel:`Not Available` is displayed when a particular variant has" -" been deactivated in the database. Once all the product variants and their " -"quantities have been set, click :guilabel:`Confirm` to add them to the " -"quotation or sales order." +" sales order in the :guilabel:`Description` column, but a dedicated " +":guilabel:`Product Variant` column can be added, via the additional options " +"menu (represented by the :guilabel:`⋮ (3 vertical dots)` icon, on the far-" +"right side of the columns, in the :guilabel:`Order Lines` tab)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 -msgid "Variant Grid Entry pop-up." +msgid "Product variant column option in order lines tab of quotation." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:83 +msgid "" +"Just click the checkbox next to :guilabel:`Product Variant`, and that column" +" appears in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:87 +msgid "Variant grid entries" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 +msgid "" +"*Variant grid entries* appear on a quotation or sales order when products " +"that have both variants configured are added, and the :guilabel:`Order Grid " +"Entry` option is selected on the product form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:92 +msgid "" +"The grid entry feature streamlines the process of creating large, varied " +"quotations by letting salespeople enter exact quantities of each product " +"variant all at once." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95 +msgid "" +"The :guilabel:`Choose Product Variants` pop-up form that appears, displays a" +" grid of every variant available for that specific product." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:98 +msgid "" +"From the :guilabel:`Choose Product Variants` pop-up form, choose the exact " +"quantities of each product variant for a quotation or sales order by typing " +"in the number or using the arrows in each column. The :guilabel:`Not " +"Available` warning is displayed when a particular variant has been " +"deactivated in the database." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 +msgid "" +"Once all the product variants and their quantities have been set in the pop-" +"up form, click :guilabel:`Confirm` to add them to the quotation or sales " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 +msgid "Variant Grid Entry pop-up form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:110 msgid "" "Each product variant appears as an individual line item on the quotation or " -"sales order, because each of these items has its own stock." +"sales order with the chosen quantity from the :guilabel:`Choose Product " +"Variants` pop-up form, because each of these items has its own stock." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 diff --git a/locale/nl/LC_MESSAGES/websites.po b/locale/nl/LC_MESSAGES/websites.po index ed31c2e9c..7359de365 100644 --- a/locale/nl/LC_MESSAGES/websites.po +++ b/locale/nl/LC_MESSAGES/websites.po @@ -5,22 +5,22 @@ # # Translators: # Gunther Clauwaert , 2022 -# Erwin van der Ploeg , 2022 # Cas Vissers , 2022 # Maxim Vandenbroucke , 2022 # Pol Van Dingenen , 2022 # Yenthe Van Ginneken , 2022 # Martin Trigaux, 2023 # Wil Odoo, 2023 +# Erwin van der Ploeg , 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2022-03-18 15:03+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Erwin van der Ploeg , 2023\n" "Language-Team: Dutch (https://app.transifex.com/odoo/teams/41243/nl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -2084,6 +2084,255 @@ msgid "" "Unsplash requests per hour restriction." msgstr "" +#: ../../content/applications/websites/website/mail_groups.rst:3 +msgid "Mail groups" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:5 +msgid "" +"The **mail groups** feature allows website visitors to have a public " +"discussion by email. They can join a group to receive emails from other " +"group members (i.e., website users who have subscribed to the group) and " +"send new ones to all group members." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:9 +msgid "" +"To activate the feature, :ref:`install ` the " +":guilabel:`Website Mail Group` (`website_mail_group`) module." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:13 +msgid "" +"The **mail groups** feature is not to be confused with the " +":doc:`../../marketing/email_marketing/mailing_lists` in the Email Marketing " +"app." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:19 +msgid "Configuring mail groups" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:21 +msgid "To configure mail groups, proceed as follows:" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:23 +msgid "" +"Configure a custom email alias domain by accessing the **General settings**," +" scrolling down to the :guilabel:`Discuss` section, enabling the " +":guilabel:`Custom Email Server` feature, and entering the :guilabel:`Alias " +"domain` (e.g., `@mycompany.com`)." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:26 +msgid "" +"Go to :menuselection:`Website --> Groups --> Mailing List Groups`, then " +"click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:27 +msgid "" +"Specify a :guilabel:`Group Name`, the :guilabel:`Email Alias`, and a " +":guilabel:`Description`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:28 +msgid "" +"Enable :guilabel:`Moderate this group` and specify the " +":guilabel:`Moderators` if you wish to :ref:`moderate messages " +"` from this group. Alternatively, if the " +"group is not moderated, you can define :guilabel:`Responsible users` who can" +" manage the messages in the group." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:32 +msgid "" +"In the :guilabel:`Privacy` tab, define who can subscribe to the mail group:" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:34 +msgid "" +":guilabel:`Everyone`: to make the mail group public so anyone can subscribe " +"to it;" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:35 +msgid "" +":guilabel:`Members only`: to only allow users defined as members to " +"subscribe to the mail group;" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:36 +msgid "" +":guilabel:`Selected group of users`: to only allow users from the " +":guilabel:`Authorized group` to subscribe to the mail group." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:39 +msgid "" +"If the mail group is moderated, you can automatically notify authors when " +"their message is pending moderation by enabling :guilabel:`Automatic " +"notification` in the :guilabel:`Notify Members` tab and writing the " +":guilabel:`Notification message`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:42 +msgid "" +"If you wish to send out guidelines to new subscribers, enable " +":guilabel:`Send guidelines to new subscribers` and write them in the " +":guilabel:`Guidelines` tab. This is particularly useful when the mail group " +"is moderated." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:47 +msgid "Using mail groups" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:50 +msgid "Subscribing/unsubscribing" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:52 +msgid "" +"Based on the :ref:`configuration of the mail group " +"`, users can subscribe to and " +"unsubscribe from mail groups from the website page (`/groups` by default)." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst-1 +msgid "Mail group web page." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:58 +msgid "" +"Internal users can also do this from :menuselection:`Website --> Groups --> " +"Mailing List Groups`, using the :guilabel:`Join` and :guilabel:`Leave` " +"buttons." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:62 +msgid "Sending messages" +msgstr "Berichten verzenden" + +#: ../../content/applications/websites/website/mail_groups.rst:64 +msgid "" +"To send messages to a mail group, website users can email the :ref:`mail " +"group's email address `. Internal " +"users can also create messages directly from Odoo. To do so, go to " +":menuselection:`Website --> Groups --> Mailing List Groups`, select the mail" +" group, click the :guilabel:`Emails` smart button, and click " +":guilabel:`Create`. Then, fill in the fields and click :guilabel:`Send`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:71 +msgid "" +"The list of messages can also be accessed by selecting the group from the " +"`/groups` website page." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:73 +msgid "" +"Group members can also unsubscribe from the group, access the mail group " +"page, and send emails to the group using the URLs in the footer of any group" +" email they have received." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:0 +msgid "URLs in the footer of a group email." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:82 +msgid "Moderating mail group messages" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:84 +msgid "" +"If the :guilabel:`Moderate this group` feature has been enabled for the " +":ref:`mail group `, one of the " +":guilabel:`Moderators` must approve the group's messages before they are " +"dispatched to the other members." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:88 +msgid "" +"To moderate messages, go to :menuselection:`Website --> Groups --> Mailing " +"List Groups`, select the mail group, and click the :guilabel:`To review` " +"smart button. You can moderate messages using the buttons at the end of the " +"message line or select a message to view its content and moderate it " +"accordingly." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:0 +msgid "Moderation buttons in the message line." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:96 +msgid "The following actions are available:" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:98 +msgid "" +":guilabel:`Accept`: to accept the email and send it to the mail group " +"members." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:99 +msgid "" +":guilabel:`Reject`: to reject the email. In the pop-up window that opens, " +"click :guilabel:`Reject Silently` to reject the email without notifying the " +"author, or specify an explanation for rejecting the message, then click " +":guilabel:`Send & Reject` to reject the message and send the explanation to " +"the author." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:103 +msgid "" +":guilabel:`Whitelist`: to whitelist the author, i.e. automatically accept " +"all of their emails. As a result, a :ref:`moderation rule " +"` is created for the author's email address " +"with the status :guilabel:`Always allow`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:106 +msgid "" +":guilabel:`Ban`: to blacklist the author, i.e. automatically discard all " +"their emails. In the pop-up window that opens, click :guilabel:`Ban` to ban " +"the author without notifying them, or specify an explanation, then click " +":guilabel:`Send & Ban` to ban the author and send them the explanation. As a" +" result, a :ref:`moderation rule ` is " +"created for the author's email address with the status :guilabel:`Permanent " +"ban`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:113 +msgid "" +"Messages can also be moderated from the group's list of messages. Go to " +":menuselection:`Website --> Groups --> Mailing List Groups`, select the mail" +" group and click the :guilabel:`Emails` smart button." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:120 +msgid "Whitelisting/Blacklisting authors" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:122 +msgid "" +"You can whitelist or blacklist an author either directly :ref:`from a mail " +"group message `, or by creating a moderation" +" rule. To do so, go to :menuselection:`Website --> Groups --> List " +"Moderation Rulings` and click :guilabel:`Create`. Then, select the " +":guilabel:`Group`, specify the author's :guilabel:`Email` and set the " +":guilabel:`Status` field." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:129 +msgid "" +"You can also access the mail group's moderation rules by going to " +":menuselection:`Website --> Groups --> Mailing List Groups`, selecting the " +"group, then clicking the :guilabel:`Moderations` smart button." +msgstr "" + #: ../../content/applications/websites/website/pages.rst:5 msgid "Pages" msgstr "Pagina's" diff --git a/locale/pl/LC_MESSAGES/administration.po b/locale/pl/LC_MESSAGES/administration.po index 3c7cb58fb..028996f4a 100644 --- a/locale/pl/LC_MESSAGES/administration.po +++ b/locale/pl/LC_MESSAGES/administration.po @@ -6,18 +6,18 @@ # Translators: # Martin Trigaux, 2023 # Maksym , 2023 -# Tadeusz Karpiński , 2023 # Maja Stawicka , 2023 # Wil Odoo, 2023 +# Tadeusz Karpiński , 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2022-03-18 14:59+0000\n" -"Last-Translator: Wil Odoo, 2023\n" +"Last-Translator: Tadeusz Karpiński , 2023\n" "Language-Team: Polish (https://app.transifex.com/odoo/teams/41243/pl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -792,7 +792,6 @@ msgid "" msgstr "" #: ../../content/administration/install/deploy.rst:398 -#: ../../content/administration/upgrade.rst:122 msgid "Todo" msgstr "Do zrobienia" @@ -1266,8 +1265,9 @@ msgstr "" #: ../../content/administration/install/online.rst:14 #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 -#: ../../content/administration/maintain/supported_versions.rst:31 -#: ../../content/administration/upgrade/odoo_online.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:29 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "" @@ -2805,9 +2805,10 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:171 #: ../../content/administration/maintain/domain_names.rst:250 -#: ../../content/administration/maintain/supported_versions.rst:32 +#: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:3 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "" @@ -4292,7 +4293,7 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:293 #: ../../content/administration/odoo_sh/getting_started/settings.rst:77 #: ../../content/administration/odoo_sh/getting_started/settings.rst:113 -#: ../../content/administration/upgrade.rst:10 +#: ../../content/administration/upgrade.rst:3 msgid "Upgrade" msgstr "Aktualizacja" @@ -4302,8 +4303,8 @@ msgstr "" #: ../../content/administration/maintain/odoo_online.rst:33 msgid "" -"For more information about the upgrade process, check out the :doc:`Odoo " -"Online upgrade documentation <../upgrade/odoo_online>`." +"For more information about the upgrade process, check out the :ref:`Odoo " +"Online upgrade documentation `." msgstr "" #: ../../content/administration/maintain/odoo_online.rst:39 @@ -4698,78 +4699,72 @@ msgid "" "like any other record by clicking on it and using the edit button." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:6 -#: ../../content/administration/upgrade.rst:208 +#: ../../content/administration/maintain/supported_versions.rst:7 msgid "Supported versions" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:8 +#: ../../content/administration/maintain/supported_versions.rst:9 msgid "" "Odoo provides support and bug fixing **for the 3 last major versions** of " "Odoo." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:11 +#: ../../content/administration/maintain/supported_versions.rst:12 msgid "" "Odoo releases intermediary versions called **Online versions** on the " ":doc:`Odoo Online ` hosting every two months. Odoo Online users" " can then benefit from the latest features of Odoo." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:15 +#: ../../content/administration/maintain/supported_versions.rst:16 msgid "" "Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` " "them regularly." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:16 +#: ../../content/administration/maintain/supported_versions.rst:17 msgid "" "Online versions are *not* released for Odoo.sh and On-Premise installations." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:17 +#: ../../content/administration/maintain/supported_versions.rst:18 msgid "Online versions are listed below as *SaaS*." msgstr "" #: ../../content/administration/maintain/supported_versions.rst:20 -msgid "What's the support status of my Odoo?" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:22 msgid "This matrix shows the support status of every version." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:24 +#: ../../content/administration/maintain/supported_versions.rst:22 msgid "**Major releases are in bold type.**" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:33 -#: ../../content/administration/upgrade/on_premise.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:31 msgid "On-Premise" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:34 +#: ../../content/administration/maintain/supported_versions.rst:32 msgid "Release date" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:33 msgid "End of support" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:36 -msgid "Odoo saas~16.4" +#: ../../content/administration/maintain/supported_versions.rst:34 +msgid "**Odoo 17.0**" msgstr "" +#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:36 #: ../../content/administration/maintain/supported_versions.rst:37 -#: ../../content/administration/maintain/supported_versions.rst:61 -#: ../../content/administration/maintain/supported_versions.rst:62 -#: ../../content/administration/maintain/supported_versions.rst:63 -#: ../../content/administration/maintain/supported_versions.rst:79 -#: ../../content/administration/maintain/supported_versions.rst:80 -#: ../../content/administration/maintain/supported_versions.rst:81 +#: ../../content/administration/maintain/supported_versions.rst:41 +#: ../../content/administration/maintain/supported_versions.rst:65 +#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:67 +#: ../../content/administration/maintain/supported_versions.rst:83 +#: ../../content/administration/maintain/supported_versions.rst:84 #: ../../content/administration/maintain/supported_versions.rst:85 -#: ../../content/administration/maintain/supported_versions.rst:86 -#: ../../content/administration/maintain/supported_versions.rst:87 #: ../../content/administration/odoo_sh/getting_started/settings.rst:58 #: ../../content/administration/odoo_sh/getting_started/settings.rst:59 #: ../../content/administration/odoo_sh/getting_started/settings.rst:62 @@ -4801,165 +4796,172 @@ msgid "|green|" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:38 +#: ../../content/administration/maintain/supported_versions.rst:93 +msgid "November 2023" +msgstr "" + #: ../../content/administration/maintain/supported_versions.rst:39 -#: ../../content/administration/maintain/supported_versions.rst:44 -#: ../../content/administration/maintain/supported_versions.rst:45 -#: ../../content/administration/maintain/supported_versions.rst:50 -#: ../../content/administration/maintain/supported_versions.rst:51 -#: ../../content/administration/maintain/supported_versions.rst:56 -#: ../../content/administration/maintain/supported_versions.rst:57 -#: ../../content/administration/maintain/supported_versions.rst:68 -#: ../../content/administration/maintain/supported_versions.rst:69 -#: ../../content/administration/maintain/supported_versions.rst:74 -#: ../../content/administration/maintain/supported_versions.rst:75 -msgid "N/A" -msgstr "B/D" +msgid "November 2026 (planned)" +msgstr "" #: ../../content/administration/maintain/supported_versions.rst:40 -msgid "August 2023" +msgid "Odoo saas~16.4" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:42 -msgid "Odoo saas~16.3" -msgstr "" - #: ../../content/administration/maintain/supported_versions.rst:43 +#: ../../content/administration/maintain/supported_versions.rst:48 #: ../../content/administration/maintain/supported_versions.rst:49 +#: ../../content/administration/maintain/supported_versions.rst:54 #: ../../content/administration/maintain/supported_versions.rst:55 -#: ../../content/administration/maintain/supported_versions.rst:67 +#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:61 +#: ../../content/administration/maintain/supported_versions.rst:72 #: ../../content/administration/maintain/supported_versions.rst:73 -#: ../../content/administration/maintain/supported_versions.rst:91 -#: ../../content/administration/maintain/supported_versions.rst:92 -#: ../../content/administration/maintain/supported_versions.rst:93 -msgid "|red|" +#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:79 +msgid "N/A" +msgstr "B/D" + +#: ../../content/administration/maintain/supported_versions.rst:44 +msgid "August 2023" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:46 +msgid "Odoo saas~16.3" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:47 +#: ../../content/administration/maintain/supported_versions.rst:53 +#: ../../content/administration/maintain/supported_versions.rst:59 +#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:89 +#: ../../content/administration/maintain/supported_versions.rst:90 +#: ../../content/administration/maintain/supported_versions.rst:91 +#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:96 +#: ../../content/administration/maintain/supported_versions.rst:97 +#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:102 +#: ../../content/administration/maintain/supported_versions.rst:103 +msgid "|red|" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:50 msgid "June 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:52 msgid "Odoo saas~16.2" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:52 +#: ../../content/administration/maintain/supported_versions.rst:56 msgid "March 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:58 msgid "Odoo saas~16.1" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:58 +#: ../../content/administration/maintain/supported_versions.rst:62 msgid "February 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:64 msgid "**Odoo 16.0**" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:64 -#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:68 +#: ../../content/administration/maintain/supported_versions.rst:99 msgid "October 2022" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:65 -msgid "October 2025 (planned)" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:66 -msgid "Odoo saas~15.2" +#: ../../content/administration/maintain/supported_versions.rst:69 +msgid "November 2025 (planned)" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:70 +msgid "Odoo saas~15.2" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:74 msgid "March 2022" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:75 msgid "January 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:76 msgid "Odoo saas~15.1" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:76 +#: ../../content/administration/maintain/supported_versions.rst:80 msgid "February 2022" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:81 msgid "July 2022" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:82 msgid "**Odoo 15.0**" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:82 +#: ../../content/administration/maintain/supported_versions.rst:86 msgid "October 2021" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:83 -msgid "October 2024 (planned)" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:84 -msgid "**Odoo 14.0**" +#: ../../content/administration/maintain/supported_versions.rst:87 +msgid "November 2024 (planned)" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:88 +msgid "**Odoo 14.0**" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:92 msgid "October 2020" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:89 -msgid "November 2023 (planned)" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:90 +#: ../../content/administration/maintain/supported_versions.rst:94 msgid "**Odoo 13.0**" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:94 +#: ../../content/administration/maintain/supported_versions.rst:98 msgid "October 2019" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:99 -msgid "|green| Supported version" +#: ../../content/administration/maintain/supported_versions.rst:100 +msgid "Older versions" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:101 -msgid "|red| End-of-support" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:103 -msgid "N/A Never released for this platform" +#: ../../content/administration/maintain/supported_versions.rst:104 +msgid "Before 2019" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:105 -msgid "🏁 Future version, not released yet" +msgid "Before 2022" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:107 +msgid "Legend" +msgstr "Legenda" + +#: ../../content/administration/maintain/supported_versions.rst:109 +msgid "|green| Supported version" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:111 +msgid "|red| End-of-support" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:113 +msgid "N/A Never released for this platform" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:116 -msgid "I run an older version of Odoo/OpenERP/TinyERP" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:118 -msgid "" -"Odoo 12.0, 11.0, 10.0, 9.0, and 8.0 are not supported anymore, on any " -"platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:120 -msgid "" -"OpenERP 7.0, 6.1, 6.0 and 5.0 are not supported anymore, on any platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:122 -msgid "" -"TinyERP 4.0, 3.0, 2.0 and 1.0 are not supported anymore, on any platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:124 msgid "" "Even though we don't support older versions, you can always `upgrade from " "any version `_." @@ -5225,7 +5227,6 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/settings.rst:6 #: ../../content/administration/odoo_sh/getting_started/status.rst:6 #: ../../content/administration/odoo_sh/overview.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:8 msgid "Overview" msgstr "Przegląd" @@ -6225,7 +6226,7 @@ msgid "Available for production and staging branches for valid projects." msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:298 -msgid ":doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`" +msgid ":doc:`Upgrade documentation <../../upgrade>`" msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:303 @@ -8321,1351 +8322,746 @@ msgid "" "time." msgstr "" +#: ../../content/administration/upgrade.rst:5 +msgid "" +"An upgrade is the process of moving your database from an older version to a" +" newer :doc:`supported version ` (e.g., Odoo " +"14.0 to Odoo 16.0). Frequently upgrading is essential as each version comes " +"with new and improved features, bug fixes, and security patches." +msgstr "" + +#: ../../content/administration/upgrade.rst:13 +msgid "" +"The Rolling Release process allows Odoo Online customers to upgrade their " +"database directly from a message prompt sent to the database administrator " +"as soon as a new version is released. The invitation to upgrade is only sent" +" if no issues are detected during the automatic tests." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "The upgrade message prompt on the top right of the database" +msgstr "" + #: ../../content/administration/upgrade.rst:20 msgid "" -"An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo " -"15.0)." -msgstr "" - -#: ../../content/administration/upgrade.rst:22 -msgid "An upgrade does not cover:" -msgstr "" - -#: ../../content/administration/upgrade.rst:24 -msgid "" -"Changing :ref:`editions ` (i.e., Community to " -"Enterprise edition)" +"It is strongly recommended to manually :ref:`test the upgrade first " +"`. Clicking :guilabel:`I want to test first` redirects" +" to `the database manager `_, where it " +"is possible to request an upgraded test database and check it for any " +"discrepancies." msgstr "" #: ../../content/administration/upgrade.rst:25 msgid "" -"Switching :ref:`hosting type ` (i.e., On-" -"Premise to Odoo Online or Odoo.sh)" +"It is **not** recommended to click :guilabel:`Upgrade Now` without testing " +"first, as it immediately triggers the live production database upgrade." msgstr "" -#: ../../content/administration/upgrade.rst:27 -msgid "Migration from another ERP to Odoo" +#: ../../content/administration/upgrade.rst:28 +msgid "" +"If the Rolling Release process detects an issue with the upgrade, it will be" +" deactivated until the issue is resolved." msgstr "" -#: ../../content/administration/upgrade.rst:29 -#: ../../content/administration/upgrade.rst:148 -#: ../../content/administration/upgrade.rst:259 -#: ../../content/administration/upgrade/faq.rst:81 -#: ../../content/administration/upgrade/faq.rst:92 -#: ../../content/administration/upgrade/faq.rst:119 -msgid "|assistance-contact|" +#: ../../content/administration/upgrade.rst:31 +msgid "An upgrade does not cover:" msgstr "" -#: ../../content/administration/upgrade.rst:32 -msgid ":ref:`upgrade/sla`" +#: ../../content/administration/upgrade.rst:33 +msgid "Downgrading to a previous version of Odoo" +msgstr "" + +#: ../../content/administration/upgrade.rst:34 +msgid "" +":doc:`Switching editions ` (e.g., from Community to " +"Enterprise)" +msgstr "" + +#: ../../content/administration/upgrade.rst:35 +msgid "" +":doc:`Changing hosting type ` " +"(e.g., from on-premise to Odoo Online)" msgstr "" #: ../../content/administration/upgrade.rst:37 -msgid "Process workflow" +msgid "Migrating from another ERP to Odoo" msgstr "" -#: ../../content/administration/upgrade.rst:39 -msgid "The upgrade process in a nutshell:" -msgstr "" - -#: ../../content/administration/upgrade.rst:41 -msgid "You create a test upgrade request." -msgstr "" - -#: ../../content/administration/upgrade.rst:42 +#: ../../content/administration/upgrade.rst:40 msgid "" -"Odoo processes the request automatically by running the database through an " -"upgrade script, which takes between 20 and 120 minutes." +"If your database contains a **custom module**, you must first upgrade its " +"source code to be compatible with the new version of Odoo **before " +"upgrading**." msgstr "" -#: ../../content/administration/upgrade.rst:44 -msgid "Odoo delivers a test database." -msgstr "" - -#: ../../content/administration/upgrade.rst:45 -msgid "" -"You test your database for possible discrepancies (see :ref:`upgrade/test-" -"guidance`)." -msgstr "" - -#: ../../content/administration/upgrade.rst:46 -msgid "" -"If there are any discrepancies, you report them to the Upgrade support team " -"via the help portal (see :ref:`upgrade/test-assistance`)." -msgstr "" - -#: ../../content/administration/upgrade.rst:48 -msgid "We fix the issues and send you a new test database." +#: ../../content/administration/upgrade.rst:47 +msgid "Upgrading in a nutshell" msgstr "" #: ../../content/administration/upgrade.rst:49 msgid "" -"Once you have completed the testing and are happy with the result, you " -"decide on a date and time when you stop users from accessing Odoo, freeze " -"all data entries, and create an upgrade request for the production upgrade." +"Request an upgraded test database (see :ref:`obtaining an upgraded test " +"database `)." msgstr "" #: ../../content/administration/upgrade.rst:52 -msgid "Odoo delivers the production database through the automated process." -msgstr "" - -#: ../../content/administration/upgrade.rst:53 msgid "" -"You restore it in your Production environment a few short hours later and " -"continue working on the newly upgraded database (this is done automatically " -"on Odoo Online)." +"Thoroughly test the upgraded database (see :ref:`testing the new version of " +"the database `)." msgstr "" -#: ../../content/administration/upgrade.rst:57 -msgid ":doc:`Upgrade process for Odoo Online `" +#: ../../content/administration/upgrade.rst:55 +msgid "" +"Report any issue encountered during the testing to Odoo via the `support " +"page `__." msgstr "" #: ../../content/administration/upgrade.rst:58 -msgid ":doc:`Upgrade process for Odoo.sh `" +msgid "" +"(If applicable) : upgrade the source code of your custom module to be " +"compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:59 -msgid ":doc:`Upgrade process for On-Premise `" +#: ../../content/administration/upgrade.rst:61 +msgid "" +"Once all issues are resolved and you are confident that the upgraded " +"database can be used as your main database without any issues, plan the " +"upgrade of your production database." msgstr "" #: ../../content/administration/upgrade.rst:64 -msgid "Testing" -msgstr "Testowanie" - -#: ../../content/administration/upgrade.rst:66 msgid "" -"This phase allows you to review an upgraded version of your database without" -" affecting your production database in any way. We suggest that you run the " -"test upgrade process at least once, but you can do it as many times as you " -"need (one at a time)." +"Request the upgrade for the production database, rendering it unavailable " +"for the time it takes to complete the process (see :ref:`upgrading the " +"production database `)." msgstr "" -#: ../../content/administration/upgrade.rst:70 +#: ../../content/administration/upgrade.rst:67 msgid "" -"Once you receive your upgraded test database, check that all data, " -"processes, and functionality are still correct and working as expected." +"Report any issue encountered during the upgrade to Odoo via the `support " +"page `__." msgstr "" -#: ../../content/administration/upgrade.rst:73 -msgid "" -"If you do find discrepancies, :ref:`report your issues ` and :ref:`request a new test database ` when the reported issues are fixed in the upgrade script." +#: ../../content/administration/upgrade.rst:76 +msgid "Obtaining an upgraded test database" msgstr "" -#: ../../content/administration/upgrade.rst:77 +#: ../../content/administration/upgrade.rst:78 msgid "" -"If you do not find any discrepancies, you can move on to the upgrade of your" -" production database." +"The `Upgrade page `_ is the main platform for " +"requesting an upgraded database. However, depending on the hosting type, you" +" can upgrade from the command line (on-premise), the `Odoo Online database " +"manager `_, or your `Odoo.sh project " +"`_." msgstr "" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:84 msgid "" -"A test database is only intended for testing and remains completely " -"unrelated to your present or future production database. Any data you add, " -"or changes you make, will not be reflected in your upgraded production " -"database." -msgstr "" - -#: ../../content/administration/upgrade.rst:85 -msgid "" -"Test databases are neutered and features are disabled to prevent them from " -"having an impact on the production database:" -msgstr "" - -#: ../../content/administration/upgrade.rst:88 -msgid "" -"The serial number of the database is modified (to prevent it from sending " -"information as if it was the production database)." -msgstr "" - -#: ../../content/administration/upgrade.rst:90 -msgid "" -"The :ref:`base URL of the database ` is reset to " -"``http://localhost:8069`` and the email domain to ``localhost``." +"The Upgrade platform follows the same `Privacy Policy " +"`_ as the other Odoo.com services. Visit the " +"`General Data Protection Regulation page `_ to " +"learn more about how Odoo handles your data and privacy." msgstr "" #: ../../content/administration/upgrade.rst:92 msgid "" -"Scheduled actions are disabled (the calendar synchronization, the bank " -"statement synchronization, the planned automated actions, the fetching of " -"incoming mail servers, etc.)." +"Odoo Online databases can be manually upgraded via the `database manager " +"`_." msgstr "" -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:95 msgid "" -"Outgoing mail servers are disabled by archiving the existing ones and adding" -" a fake/non-working one." -msgstr "" - -#: ../../content/administration/upgrade.rst:96 -msgid "Payment providers and delivery carriers are reset to test environment." -msgstr "" - -#: ../../content/administration/upgrade.rst:97 -msgid "" -"Accounting localization Electronic Data Interchange (EDI) services are " -"disabled." -msgstr "" - -#: ../../content/administration/upgrade.rst:98 -msgid "A system parameter is set to tell the database has been neutered." -msgstr "" - -#: ../../content/administration/upgrade.rst:103 -msgid "Request a test database" -msgstr "" - -#: ../../content/administration/upgrade.rst:105 -msgid "" -"Follow the instructions available per hosting type on the `website form " -"`_ and select *Testing* purpose." -msgstr "" - -#: ../../content/administration/upgrade.rst-1 -msgid "Selection of the \"Testing\" purpose in the upgrade form on Odoo" -msgstr "" - -#: ../../content/administration/upgrade.rst:115 -msgid "Test guidance" -msgstr "" - -#: ../../content/administration/upgrade.rst:117 -msgid "" -"Every business and organization has its own operational needs and has to " -"test its specific Odoo database individually. We recommend you look at `the " -"test scenario " -"`_" -" for further information." -msgstr "" - -#: ../../content/administration/upgrade.rst:122 -msgid "change link \"test scenario\" once the related doc is published" -msgstr "" - -#: ../../content/administration/upgrade.rst:127 -#: ../../content/administration/upgrade.rst:172 -msgid "Assistance" -msgstr "Pomoc" - -#: ../../content/administration/upgrade.rst:129 -msgid "" -"If you encounter an issue in the **test database**, please get in touch with" -" Odoo Upgrade Support via the `Odoo Support page " -"`_." -msgstr "" - -#: ../../content/administration/upgrade.rst:132 -msgid "" -"Under the *Ticket Description* section, select *An issue related to my " -"upgrade* ticket type." +"The database manager displays all databases associated with the user's " +"account. Databases not on the most recent version of Odoo display an arrow " +"in a circle icon next to their name, indicating that they can be upgraded." msgstr "" #: ../../content/administration/upgrade.rst:0 msgid "" -"Selection of \"An issue related to my upgrade\" as Ticket Type in the " -"support form on Odoo" +"The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:139 +#: ../../content/administration/upgrade.rst:102 msgid "" -"If you choose another *Ticket Description* type, the request will be " -"redirected to another team. This will slow down the processing and response " -"time." +"Click the **arrow in a circle** icon to start the upgrade process. In the " +"popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:142 -#: ../../content/administration/upgrade.rst:185 +#: ../../content/administration/upgrade.rst:104 msgid "" -"Please provide as much detail as you can (i.e., videos and screenshots to " -"illustrate your issue). This will avoid clarifying questions and speed up " -"the resolution process significantly." +"The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:146 +#: ../../content/administration/upgrade.rst:105 msgid "" -"The purpose of the test phase is not to correct existing data or " -"configurations in your database." +"The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:153 -msgid "The production launch" -msgstr "" - -#: ../../content/administration/upgrade.rst:155 +#: ../../content/administration/upgrade.rst:106 msgid "" -"The production upgrade request is when you decide to upgrade your current " -"database with all your production data (invoices, VAT returns, inventories, " -"current orders) to a new version of your choice." +"The :guilabel:`Purpose` of the upgrade, which is automatically set to " +":guilabel:`Test` for your first upgrade request" +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "The \"Upgrade your database\" popup." +msgstr "" + +#: ../../content/administration/upgrade.rst:112 +msgid "" +"The :guilabel:`Upgrade in progress` tag is displayed next to the database " +"name until completion. Once the process succeeds, an email containing a link" +" to the upgraded test database is sent to the address provided. The database" +" can also be accessed from the database manager by clicking the dropdown " +"arrow before the database name." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "Clicking the menu arrow displays the upgraded test database." +msgstr "" + +#: ../../content/administration/upgrade.rst:122 +msgid "" +"Odoo.sh is integrated with the upgrade platform to simplify the upgrade " +"process." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "Odoo.sh project and tabs" +msgstr "" + +#: ../../content/administration/upgrade.rst:127 +msgid "" +"The **latest production daily automatic backup** is then sent to the " +"`upgrade platform `_." +msgstr "" + +#: ../../content/administration/upgrade.rst:130 +msgid "" +"Once the upgrade platform is done upgrading the backup and uploading it on " +"the branch, it is put in a **special mode**: each time a **commit is " +"pushed** on the branch, a **restore operation** of the upgraded backup and " +"an **update of all the custom modules** occur. This allows you to test your " +"custom modules on a pristine copy of the upgraded database. The log file of " +"the upgrade process can be found in your newly upgraded staging build by " +"going to :file:`~/logs/upgrade.log`." +msgstr "" + +#: ../../content/administration/upgrade.rst:138 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. If there are none, the \"update on commit\" mode is skipped, the " +"upgraded database is built as soon as it is transferred from the upgrade " +"platform, and the upgrade mode is exited." +msgstr "" + +#: ../../content/administration/upgrade.rst:150 +#: ../../content/administration/upgrade.rst:342 +msgid "On-premise" +msgstr "" + +#: ../../content/administration/upgrade.rst:152 +msgid "" +"The standard upgrade process can be initiated by entering the following " +"command line on the machine where the database is hosted:" msgstr "" #: ../../content/administration/upgrade.rst:159 msgid "" -"After your :ref:`tests ` are completed to your " -"satisfaction, submit the request to upgrade your production database via our" -" `website form `_. Select *Production* purpose." +"The following command can be used to display the general help and the main " +"commands:" msgstr "" -#: ../../content/administration/upgrade.rst:164 -msgid "Going into production without first testing may lead to:" -msgstr "" - -#: ../../content/administration/upgrade.rst:166 -msgid "" -"business interruptions (e.g., no longer having the possibility to validate " -"an action)" -msgstr "" - -#: ../../content/administration/upgrade.rst:167 -msgid "" -"poor customer experiences (e.g., an eCommerce website that does not work " -"correctly)" -msgstr "" - -#: ../../content/administration/upgrade.rst:174 -msgid "" -"If you encounter issues or problems in the **production database**, please " -"get in touch with **Odoo Support**:" -msgstr "" - -#: ../../content/administration/upgrade.rst:177 -msgid "Connect to our `Odoo Support page `_." -msgstr "" - -#: ../../content/administration/upgrade.rst:178 -msgid "" -"Under the *Ticket Description* section, select the appropriate type related " -"to your issue but **do not select** the option *An issue related to my " -"upgrade*." -msgstr "" - -#: ../../content/administration/upgrade.rst:182 -msgid "" -"After upgrading to production, the support will be provided by the Support " -"team instead of the Upgrade team." -msgstr "" - -#: ../../content/administration/upgrade.rst:189 -msgid "" -"If you choose *An issue related to my upgrade* as ticket type, the request " -"will be redirected to another team than the support one and will slow down " -"the processing and response time." -msgstr "" - -#: ../../content/administration/upgrade.rst:195 -msgid "Help" -msgstr "Pomoc" - -#: ../../content/administration/upgrade.rst:200 -msgid "Contact our upgrade service support" -msgstr "" - -#: ../../content/administration/upgrade.rst:202 -msgid "" -"Should you have any more questions about the upgrade, do not hesitate to " -"send a message to `Odoo Upgrade Team `_. We will be" -" happy to answer it as soon as possible." -msgstr "" - -#: ../../content/administration/upgrade.rst:210 -msgid "" -"Please note that Odoo provides support and bug fixing only for the three " -"last major versions of Odoo." -msgstr "" - -#: ../../content/administration/upgrade.rst:213 -msgid "" -"This is a factor to take into consideration before upgrading. If you are on " -"an older version, we suggest you to prefer the most recent version to " -"benefit from longer support (before having to upgrade again)." -msgstr "" - -#: ../../content/administration/upgrade.rst:218 -msgid ":doc:`maintain/supported_versions`" -msgstr "" - -#: ../../content/administration/upgrade.rst:223 -msgid "Service-level agreement (SLA)" -msgstr "" - -#: ../../content/administration/upgrade.rst:225 -msgid "" -"With Odoo Enterprise, upgrading a database to the most recent version of " -"Odoo is **free**, including any support required to rectify potential " -"discrepancies in the upgraded database." -msgstr "" - -#: ../../content/administration/upgrade.rst:228 -msgid "" -"Information about the upgrade services included in the Enterprise Licence is" -" available in the :ref:`Odoo Enterprise Subscription Agreement `. " -"However, this section clarifies what upgrade services you can expect." -msgstr "" - -#: ../../content/administration/upgrade.rst:233 -msgid "Upgrade services covered by the SLA" -msgstr "" - -#: ../../content/administration/upgrade.rst:235 -msgid "" -"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " -"self-hosted (On-Premise) can benefit from upgrade services at all times for:" -msgstr "" - -#: ../../content/administration/upgrade.rst:238 -msgid "the upgrade of all **standard applications**;" -msgstr "" - -#: ../../content/administration/upgrade.rst:239 -msgid "" -"the upgrade of all **customizations created with the Studio app**, as long " -"as Studio is still installed and the respective subscription is still " -"active; and" -msgstr "" - -#: ../../content/administration/upgrade.rst:241 -msgid "" -"the upgrade of all **developments and customizations covered by a " -"maintenance of customizations subscription**." -msgstr "" - -#: ../../content/administration/upgrade.rst:244 -msgid "" -"Upgrade services are limited to the technical conversion and adaptation of a" -" database (standard modules and data) to make it compatible with the version" -" targeted by the upgrade." -msgstr "" - -#: ../../content/administration/upgrade.rst:248 -msgid "Upgrade services not covered by the SLA" -msgstr "" - -#: ../../content/administration/upgrade.rst:250 -msgid "The following upgrade-related services are **not** included:" -msgstr "" - -#: ../../content/administration/upgrade.rst:252 -msgid "" -"the **cleaning** of pre-existing data and configurations while upgrading;" -msgstr "" - -#: ../../content/administration/upgrade.rst:253 -msgid "" -"the upgrade of **custom modules created in-house or by third parties**, " -"including Odoo partners;" -msgstr "" - -#: ../../content/administration/upgrade.rst:254 -msgid "" -"lines of **code added to standard modules**, i.e., customizations created " -"outside the Studio app, code entered manually, and :ref:`automated actions " -"using Python code `; and" -msgstr "" - -#: ../../content/administration/upgrade.rst:257 -msgid "**training** on using the upgraded version's features and workflows." -msgstr "" - -#: ../../content/administration/upgrade.rst:262 -msgid ":doc:`Upgrade FAQ `" -msgstr "" - -#: ../../content/administration/upgrade.rst:263 -msgid ":doc:`Odoo.sh documentation `" -msgstr "" - -#: ../../content/administration/upgrade.rst:264 -msgid ":doc:`Supported Odoo versions `" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:8 -msgid "FAQ" -msgstr "FAQ" - -#: ../../content/administration/upgrade/faq.rst:13 -msgid "Why upgrade" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:15 -msgid "" -"You benefit from the latest features of the :ref:`new major version " -"` released by Odoo." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:17 -msgid "" -"If you are in an :ref:`unsupported version `, " -"you get a new version with support." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:23 -msgid "When to upgrade" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:25 -msgid "" -"Whenever you want. You can make your upgrade request as soon as a new " -"version is released or when your version turns unsupported, and you still " -"wish to enjoy support." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:31 -msgid "Availability of the new version" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:33 -msgid "" -"As soon as Odoo announces the release of a new major version, you can create" -" a test upgrade request to try the latest version. Please note that at this " -"point, the upgrade scripts will only have been tested with demo data. Please" -" report any issue you might encounter while testing via the `Odoo Support " -"page `_ and make sure to be happy with your test " -"version before requesting the upgrade of your database in production." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:42 -msgid "Duration of the upgrade" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:44 -msgid "It is impossible to give time estimates for every upgrade request." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:46 -msgid "" -"In general, the \"smaller\" the database, the quickest the upgrade request " -"is completed. A single-user database that uses only CRM will be processed " -"faster than a multi-company, multi-user database that uses Accounting, " -"Sales, Purchase, and Manufacturing." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:50 -msgid "" -"You can expect the time it takes for the platform to upgrade the test " -"database to be similar to the production upgrade." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:56 -msgid "Duration of the upgrade project" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:58 -msgid "" -"It depends on the user involvement (the time spent on testing, reporting " -"problems, etc.) and the issues encountered that might need to be addressed " -"by our technical team." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:61 -msgid "So, in a nutshell, what can impact your upgrade lead time?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:63 -msgid "Source & targeted versions" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:64 -msgid "Installed apps" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:65 -msgid "Volume of data" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:66 -msgid "" -"Amount of customization (models, fields, methods, workflows, reports, " -"website, etc.)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:67 -msgid "" -"Installation of new apps or configuration changes after the start of the " -"test phase" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:68 -msgid "User commitment" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:73 -msgid "Upgrade of the custom modules" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:75 -msgid "" -"As stated in our :doc:`/legal/terms/enterprise`, section " -":ref:`charges_standard`, this optional service is subject to additional " -"fees." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:78 -msgid "" -"Depending on your situation, the custom code could be upgraded by our " -"services, by one of our partners, or you can do it yourself." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:86 -msgid "Upgrade or Migration" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:88 -msgid "" -"An upgrade is switching to a newer version of Odoo, while a migration " -"reflects the change of :ref:`editions ` or " -"change of :ref:`hosting type `." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:97 -msgid "Editions change (from Community to Enterprise)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:99 -msgid "" -"The upgrade always returns an Enterprise edition of Odoo, whether the " -"database you sent was a community or enterprise edition. It is required to " -"have an enterprise subscription to upgrade." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:103 -msgid "" -"If you need assistance on this matter, please contact us via the `Odoo " -"Support page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:107 -msgid "`Editions `_" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:112 -msgid "Switching the hosting types (On-premise vs. Odoo Online vs. Odoo.sh)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:114 -msgid "" -"An upgrade does not cover a change of `Hosting types " -"`_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:116 -msgid "" -"Open the following link to get :doc:`more information about how to change " -"your hosting type <../maintain/hosting_changes>`." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:124 -msgid "The Upgrade Report" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:126 -msgid "" -"When an upgrade request completes successfully (test or production), you " -"receive an email notification about it that includes an 'Upgrade Report'. " -"This report is also sent to you via the Discuss app. It contains valuable " -"information regarding changes that occurred during the upgrade. While it " -"serves as a guide to possible issues to look out for, it is not an " -"exhaustive list. It remains imperative that you test the upgraded database " -"thoroughly and report any discrepancies you might find, before you decide to" -" upgrade your production database." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:136 -msgid "Custom views" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:138 -msgid "" -"During the upgrade, some custom views might get disabled for technical " -"reasons. Therefore they might have to be fixed after the upgrade. The " -":ref:`Upgrade Report ` that is generated after " -"the upgrade is available in the Discuss app, and lists all the custom views " -"that might be impacted by this." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:146 -msgid "Release Notes by version" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:148 -msgid "" -"Open our `Release Note `_ page to " -"get a summary of the new features and improvements made in each version." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:152 -msgid "How long is my test available for" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:154 -msgid "" -"An Odoo Online test database is available for one month by default. We can " -"extend this trial period upon request. For Odoo.sh or on-premise, there is " -"no restriction." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:158 -msgid "How many tests to perform before upgrading to production?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:160 -msgid "" -"As many as needed. When you are comfortable with the database, run a last " -"test upgrade 48 hours before requesting your production upgrade and test " -"your workflows one last time." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:164 -msgid "How to/Where to report upgrade issues?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:166 -msgid "" -"If you encounter issues during the upgrade process, please contact the Odoo " -"Support through the `Odoo Support page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:169 -msgid "" -"To report an issue discovered during the testing phase, please select **An " -"issue related to my upgrade (test phase)**." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:171 -msgid "" -"To report an issue discovered post-upgrade, please select **An issue related" -" to my upgrade (production)**." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:175 -msgid "Upgrading to production" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:177 -msgid "" -"Once you have completed testing and are happy with the result, you decide on" -" a date and time when you stop users from accessing Odoo, freeze all data " -"entries, and create an upgrade request for the production upgrade." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:182 -msgid "How is my data handled in the Upgrade Platform?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:184 -msgid "" -"The Odoo Upgrade platform uses the same Privacy Policy as the rest of " -"Odoo.com services." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:186 -msgid "" -"Your data is hosted on servers that follow our security guidelines, namely:" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:188 -msgid "" -"SSL - All web connections to client instances are protected with 256-bit SSL" -" encryption (HTTPS with a 2048-bit modulus SSL certificate), and running " -"behind Grade A SSL stacks. All our certificate chains are using SHA-2 " -"already." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:191 -msgid "" -"Safe System - Our servers are running recent Linux distribution with up-to-" -"date security patches, with firewall and intrusion countermeasures (not " -"disclosed for obvious reasons)." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:194 -msgid "" -"Servers are located at the same locations as our Cloud providers with the " -"following services:" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:196 -msgid "" -"Restricted perimeter, physically accessed by authorized data center " -"employees only" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:197 -msgid "Physical access control with security badges or biometrical security" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:198 -msgid "Security cameras monitoring the data center locations 24/7" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:199 -msgid "Security personnel on-site 24/7" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:201 -msgid "" -"The uploaded and migrated databases uploaded to the Upgrade platform are " -"kept for up to 3 months and are permanently deleted following that period." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:204 -msgid "" -"You can learn more about privacy and data handling at Odoo by visiting our " -"`General Data Protection Regulation page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:208 -msgid "Rolling Release (applicable to Odoo Online databases)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:210 -msgid "" -"This feature allows customers to upgrade their database directly from a " -"message prompt sent to the database administrator as soon as the new version" -" is released. Odoo first tests the upgrade to the next version. The rolling " -"release upgrade option is displayed if the automated tests are successful. " -"The message offers two options:" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:215 -msgid "" -"To 'Upgrade Now', which immediately triggers the upgrade of your live " -"production database." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:217 -msgid "" -"To take you to your `database manager `_" -" where you can `request an upgraded test database " -"`_ and check the upgraded test database " -"for any discrepancies." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:221 -msgid "" -"When you choose to proceed with the production upgrade directly, make sure " -"all users have saved their work and are logged out. The upgrade takes " -"approximately 15 minutes. During this time your database is unreachable. If " -"you notice any problem after the upgrade, please report it via the `Odoo " -"Support page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:227 -msgid "" -"If you are using the Website or Studio app, we recommend you always do a " -"test upgrade before upgrading your production instance." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:5 -msgid "" -"Odoo databases can be manually upgraded directly from the main Odoo website." -" To upgrade an Odoo database, navigate to the `database manager " -"`_ page and sign in." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:8 -msgid "" -"The database manager page displays all of the Odoo databases associated with" -" the user's account. Any databases that are not already on the most recent " -"version of Odoo display an **arrow in a circle** icon next to the database " -"name, indicating that the database can be upgraded." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "" -"The database manager page with an upgrade button next to the name of a " -"database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:17 -msgid "" -"If the database's version is **lower** than the latest major release: the " -"database must be upgraded within two months. After these two months, an " -"automatic upgrade is initiated." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:19 -msgid "" -"If the database's version is **equal** to or **higher** than the latest " -"major release: you can disregard the invitation to upgrade, as the database " -"probably would not benefit from new features every two months." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:23 -msgid "" -"If a database is *not* on the latest online version, its administrator " -"should receive an invitation to upgrade on the database's dashboard, " -"displayed as an **arrow in a circle**." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "Invitation to upgrade on the database dashboard." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:30 -msgid "" -"Versions that are not supported anymore become deprecated and must be " -"updated to avoid security issues. It is recommended to initiate the upgrade " -"yourself and not wait for the automatic upgrade, as the former method allows" -" you to request a test upgrade of the database to check for any " -"discrepancies." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:36 -msgid "Test database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:38 -msgid "" -"Click on the **arrow in a circle** icon to start the upgrade process. On the" -" :guilabel:`Upgrade your database` pop-up, select the version of Odoo that " -"the platform will be upgraded to. In the :guilabel:`Email to notify` field, " -"enter an email address that will receive email notifications about the " -"database upgrade." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:43 -msgid "" -"There is also a :guilabel:`Purpose` section on the pop-up that is used to " -"specify the reason for the upgrade. However, at this stage of the process, " -"the only selectable option is :guilabel:`Test`, as Odoo requires users to " -"create a test copy of the upgraded database before converting the actual " -"database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade your database\" pop-up." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:52 -msgid "" -"After filling out the form, click the :guilabel:`Upgrade` button. The pop-up" -" disappears and the database being upgraded shows a red :guilabel:`Upgrade " -"in progress` tag next to its name. An email confirming that the upgrade is " -"in progress is also sent to the email address specified on the pop-up." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade in progress\" tag next to the database name." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:61 -msgid "" -"Once the upgrade is complete, a new test database appears on the `database " -"manager `_ page. To access the test " -"database, click the drop-down arrow (:guilabel:`⯆`) to the left of the main " -"database's name. Doing so makes the test version appear below it. Finally, " -"click the green :guilabel:`Connect` button on the right side of the test " -"version's row to go to the database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "A test database on the database manager page." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:71 -msgid "" -"Except for being on the newer version of Odoo, the test database is an exact" -" copy of the one being upgraded. It is important to do extensive testing in " -"this database to ensure that the upgrade has not altered or corrupted any " -"data, and that all workflows still proceed as expected." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:76 -msgid "Production database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:78 -msgid "" -"After confirming the integrity of the new version, return to the `database " -"manager `_ page. Once again, click on the" -" **arrow in a circle** icon next to the database being upgraded. The " -":guilabel:`Upgrade your database` pop-up appears as before, except that " -"there is now a :guilabel:`Production` option under the :guilabel:`Purpose` " -"section." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:83 -msgid "" -"Select the :guilabel:`Production` option and then click :guilabel:`Upgrade` " -"to begin the upgrade process. As before, a notification email is sent to the" -" email address provided and a red :guilabel:`Upgrade in progress` tag " -"appears next to the name of the database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:87 -msgid "" -"The production database is then taken offline and will be upgraded " -"automatically. The time it takes to upgrade the production database should " -"be similar to the time that was necessary to upgrade the test database. Make" -" sure to inform database users of the scheduled downtime." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:91 -msgid "" -"After the upgrade is finished, the :guilabel:`Upgrade in progress` tag " -"disappears and the database is upgraded to the version specified." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:10 -msgid "" -"Odoo.sh is integrated with the upgrade platform to make the upgrade process " -"easier." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:13 -msgid "" -"The :guilabel:`Upgrade` tab is available in the branches view. It is only " -"available for valid projects with a valid production build." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Click on the upgrade menu" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:20 -msgid "The suggested upgrade steps on Odoo.sh are:" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:22 -msgid "" -"On a :guilabel:`Development` branch, upgrade your custom modules to keep " -"them compatible with the new version and thoroughly **test them**." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:24 -msgid "" -"Switch that branch to the :guilabel:`Staging` branch, **upgrade** the last " -"daily production backup and **test it**. Write upgrade scripts if necessary." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:26 -msgid "" -"Trigger the production upgrade from your :guilabel:`Production` branch and " -"sit tight." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:29 -msgid ":doc:`../../administration/upgrade`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:30 -msgid ":doc:`Upgrade FAQ <../upgrade/faq>`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:31 -msgid ":doc:`Introduction to Odoo.sh <../odoo_sh/overview/introduction>`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:36 -msgid "Upgrade your custom modules" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:38 -msgid "" -"The first step is to upgrade your custom modules to keep them compatible " -"with the new version. Fork your :guilabel:`Production` branch in the " -":guilabel:`Development` stage, then go to the settings of your " -":guilabel:`Development` branch and select the Odoo version you target. If " -"needed, modify your code to be compatible with the new version. Make sure to" -" **test** your features are still working correctly." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:45 -msgid "" -"Depending on your contract, the upgrade of your custom modules can be done " -"by yourself, by your Partner or by Odoo (if you hold a subscription " -"including maintenance of customizations)." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:51 -msgid "Upgrade your database on a staging branch" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:53 -msgid "" -"Take the upgraded development branch and drag & drop it to " -":guilabel:`Staging`." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:55 -msgid "" -"Go to the :guilabel:`Upgrade` tab and select the :guilabel:`target version`." -" Then, click on :guilabel:`Test Upgrade`." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Odoo.sh project and tabs" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:62 -msgid "" -"The **latest production daily automatic backup** is sent to the `upgrade " -"platform `_ to start the upgrade test process." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:66 -msgid "" -"You can follow the upgrade process by going to the :guilabel:`Upgrade` menu " -"of your :guilabel:`Production` branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:69 -msgid "" -"When the upgraded backup is ready on the `upgrade platform " -"`_, it is automatically downloaded back to " -"your project." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:72 -msgid "" -"The branch is now in a **special mode**: each time a **commit is pushed** on" -" the branch, a **restore operation** of the upgraded backup occurs, and an " -"**update of all the custom modules** happens. This allows you to quickly " -"iterate on your custom modules upgrade scripts. The log file of the upgrade " -"process can be found at :file:`~/logs/upgrade.log` in your newly upgraded " -"staging build." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:78 -msgid "The **special upgrade mode** is automatically closed after 30 days." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:79 -#: ../../content/administration/upgrade/odoo_sh.rst:128 -msgid "" -"It may happen that custom modules are no longer needed after an upgrade. " -"Custom modules in the upgraded database are set to be updated. If the " -"modules are missing in the code, the update fails, thus failing the whole " -"process. An empty module with a manifest and possibly some custom upgrade " -"script are necessary to clean up the database. The complete removal of the " -"module has to be handled afterwards." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:86 -msgid "Functionally test your upgraded database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:88 -msgid "" -"Now that the test upgraded database is available on your staging branch, " -"**thoroughly test it** and make sure everything runs as it's supposed to. " -"Once you are satisfied with the result, you are ready to upgrade your " -"production database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:93 -msgid "Production upgrade" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:95 -msgid "" -"Once you are happy with your testing, you can start the process on the " -":guilabel:`Production` branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:98 -msgid "" -"On your :guilabel:`Production` branch, go to the :guilabel:`Upgrade` tab, " -"select the :guilabel:`targeted version` and click on the :guilabel:`start " -"Upgrade` button." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View from the upgrade tab" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:105 -msgid "" -"The actual process is **triggered as soon as you push a new commit** in your" -" branch. Make sure you are pushing code that is compatible with the new " -"version. For example by merging the code from your upgraded staging branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:110 -msgid "" -"You can see the progress of the upgrade by going to the :guilabel:`Upgrade` " -"tab of the main branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View showing the progress of the upgrade" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:118 -msgid "Your database is unavailable throughout the process." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:121 -msgid "" -"If anything goes wrong, the platform automatically reverts the upgrade, the " -"same as it would be for a regular update. In case of success, a backup is " -"always made." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:124 -msgid "" -"The update of your custom modules must be successful to complete the entire " -"upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:6 -msgid "Test upgrade request" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:8 -msgid "There are two ways to create your upgrade request." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:11 -msgid "Upgrade request via command line" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:13 -msgid "" -"For technically-advanced users and partners, the upgrade process can be " -"initiated via the following command line on the server where the database is" -" hosted:" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:16 -msgid "" -":command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d -t `" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:19 -msgid "" -"The above command creates the database dump, sends it to the upgrade " -"platform, and initiates the automated upgrade process. During the upgrade, " -"you can follow the live logs on your screen. Once the upgrade process is " -"completed successfully, the upgraded database is restored onto the server " -"(as a duplicate test database)." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:25 -msgid "Upgrade request via the Odoo Upgrade Portal" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:27 -msgid "" -"Download a recent copy of your database and select the option " -":guilabel:`pg_dump custom format (without filestore)`." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:29 -msgid "" -"Upload this dump file at https://upgrade.odoo.com and select *Testing* as " -"the aim. Odoo performs the automated upgrade process. Once it is completed, " -"you receive an email with a link to download the upgrade database dump file." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:32 -msgid "" -"Import the upgraded database into your on-premise environment and manually " -"test all processes and workflows." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:36 +#: ../../content/administration/upgrade.rst:165 msgid "" -"For security reasons, only the person who submitted the upgrade request is " -"able to download it." +"An upgraded test database can also be requested via the `Upgrade page " +"`_." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:37 +#: ../../content/administration/upgrade.rst:169 msgid "" -"Any problem found during testing should be reported via the `helpdesk " -"`_." +"For security reasons, only the person who submitted the upgrade request can " +"download it." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:39 +#: ../../content/administration/upgrade.rst:170 msgid "" -"For storage reasons, the copy of your database is submitted without a " -"filestore to the upgrade server. Therefore, the upgraded database does not " -"contain the production filestore." +"For storage reasons, the database's copy is submitted without a filestore to" +" the upgrade server. Therefore, the upgraded database does not contain the " +"production filestore." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:41 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " "as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:43 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:45 -msgid "A `dump.sql` file containing the upgraded database." +#: ../../content/administration/upgrade.rst:177 +msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:46 +#: ../../content/administration/upgrade.rst:178 msgid "" -"A `filestore` folder containing files that were extracted from in-database " -"records into attachments (if there are any) and new standard Odoo files from" -" the targeted Odoo version (like new images, icons, payment provider's " -"logos, etc.). This is the folder that should be merged with the production " +"A `filestore` folder containing files extracted from in-database records " +"into attachments (if there are any) and new standard Odoo files from the " +"targeted Odoo version (e.g., new images, icons, payment provider's logos, " +"etc.). This is the folder that should be merged with the production " "filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:52 -msgid "Upgrade your production database" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:54 +#: ../../content/administration/upgrade.rst:185 msgid "" -"Once you have completed the testing successfully, you can proceed to upgrade" -" your live database in production. Download your upgraded database from the " -"link in the email and import it onto your live environment." +"You can request multiple test databases if you wish to test an upgrade more " +"than once." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:59 +#: ../../content/administration/upgrade.rst:190 msgid "" -"Same as in the test phase, when requesting an upgrade for production " -"purposes, the copy of your database is submitted without a filestore." +"When an upgrade request is completed, an upgrade report is attached to the " +"successful upgrade email, and it becomes available in the Discuss app for " +"users who are part of the \"Administration / Settings\" group. This report " +"provides important information about the changes introduced by the new " +"version." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:61 +#: ../../content/administration/upgrade.rst:198 +msgid "Testing the new version of the database" +msgstr "" + +#: ../../content/administration/upgrade.rst:200 msgid "" -"Therefore, the upgraded database filestore must be merged with the " -"production filestore before deploying the new version." +"It is essential to spend some time testing the upgraded test database to " +"ensure that you are not stuck in your day-to-day activities by a change in " +"views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:65 -msgid "Custom modules (if applicable)" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:67 +#: ../../content/administration/upgrade.rst:205 msgid "" -"The upgrade of a database that contains custom modules is a two-step " +"Test databases are neutralized, and some features are disabled to prevent " +"them from impacting the production database:" +msgstr "" + +#: ../../content/administration/upgrade.rst:208 +msgid "Scheduled actions are disabled." +msgstr "" + +#: ../../content/administration/upgrade.rst:209 +msgid "" +"Outgoing mail servers are disabled by archiving the existing ones and adding" +" a fake one." +msgstr "" + +#: ../../content/administration/upgrade.rst:210 +msgid "" +"Payment providers and delivery carriers are reset to the test environment." +msgstr "" + +#: ../../content/administration/upgrade.rst:211 +msgid "" +"Bank synchronization is disabled. Should you want to test the " +"synchronization, contact your bank synchronization provider to get sandbox " +"credentials." +msgstr "" + +#: ../../content/administration/upgrade.rst:214 +msgid "" +"Testing as many of your business flows as possible is strongly recommended " +"to ensure they are working correctly and to get more familiar with the new " +"version." +msgstr "" + +#: ../../content/administration/upgrade.rst:217 +msgid "Basic test checklist" +msgstr "" + +#: ../../content/administration/upgrade.rst:219 +msgid "" +"Are there views that are deactivated in your test database but active in " +"your production database?" +msgstr "" + +#: ../../content/administration/upgrade.rst:221 +msgid "Are your usual views still displayed correctly?" +msgstr "" + +#: ../../content/administration/upgrade.rst:222 +msgid "Are your reports (invoice, sales order, etc.) correctly generated?" +msgstr "" + +#: ../../content/administration/upgrade.rst:223 +msgid "Are your website pages working correctly?" +msgstr "" + +#: ../../content/administration/upgrade.rst:224 +msgid "" +"Are you able to create and modify records? (sales orders, invoices, " +"purchases, users, contacts, companies, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:226 +msgid "Are there any issues with your mail templates?" +msgstr "" + +#: ../../content/administration/upgrade.rst:227 +msgid "Are there any issues with saved translations?" +msgstr "" + +#: ../../content/administration/upgrade.rst:228 +msgid "Are your search filters still present?" +msgstr "" + +#: ../../content/administration/upgrade.rst:229 +msgid "Can you export your data?" +msgstr "" + +#: ../../content/administration/upgrade.rst:233 +msgid "" +"Checking a random product in your product catalog and comparing its test and" +" production data to verify everything is the same (product category, selling" +" price, cost price, vendor, accounts, routes, etc.)." +msgstr "" + +#: ../../content/administration/upgrade.rst:236 +msgid "Buying this product (Purchase app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:237 +msgid "Confirming the reception of this product (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:238 +msgid "" +"Checking if the route to receive this product is the same in your production" +" database (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:240 +msgid "Selling this product (Sales app) to a random customer." +msgstr "" + +#: ../../content/administration/upgrade.rst:241 +msgid "" +"Opening your customer database (Contacts app), selecting a customer (or " +"company), and checking its data." +msgstr "" + +#: ../../content/administration/upgrade.rst:243 +msgid "Shipping this product (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:244 +msgid "" +"Checking if the route to ship this product is the same as in your production" +" database (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:246 +msgid "Validating a customer invoice (Invoicing or Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:247 +msgid "" +"Crediting the invoice (issuing a credit note) and checking if it behaves as " +"in your production database." +msgstr "" + +#: ../../content/administration/upgrade.rst:249 +msgid "Checking your reports' results (Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:250 +msgid "" +"Randomly checking your taxes, currencies, bank accounts, and fiscal year " +"(Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:251 +msgid "" +"Making an online order (Website apps) from the product selection in your " +"shop until the checkout process and checking if everything behaves as in " +"your production database." +msgstr "" + +#: ../../content/administration/upgrade.rst:254 +msgid "" +"This list is **not** exhaustive. Extend the example to your other apps based" +" on your use of Odoo." +msgstr "" + +#: ../../content/administration/upgrade.rst:256 +msgid "" +"If you face an issue while testing your upgraded test database, you can " +"request the assistance of Odoo via the `support page " +"`__ by selecting the option related " +"to testing the upgrade. In any case, it is essential to report any problem " +"encountered during the testing to fix it before upgrading your production " +"database." +msgstr "" + +#: ../../content/administration/upgrade.rst:261 +msgid "" +"You might encounter significant differences with standard views, features, " +"fields, and models during testing. Those changes cannot be reverted on a " +"case-by-case basis. However, if a change introduced by a new version breaks " +"a customization, it is the responsibility of the maintainer of your custom " +"module to make it compatible with the new version of Odoo." +msgstr "" + +#: ../../content/administration/upgrade.rst:267 +msgid "Do not forget to test:" +msgstr "" + +#: ../../content/administration/upgrade.rst:269 +msgid "Integrations with external software (EDI, APIs, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:270 +msgid "" +"Workflows between different apps (online sales with eCommerce, converting a " +"lead all the way to a sales order, delivery of products, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:272 +msgid "Data exports" +msgstr "" + +#: ../../content/administration/upgrade.rst:273 +msgid "Automated actions" +msgstr "Zautomatyzowane akcje" + +#: ../../content/administration/upgrade.rst:274 +msgid "" +"Server actions in the action menu on form views, as well as by selecting " +"multiple records on list views" +msgstr "" + +#: ../../content/administration/upgrade.rst:280 +msgid "Upgrading the production database" +msgstr "" + +#: ../../content/administration/upgrade.rst:282 +msgid "" +"Once the :ref:`tests ` are completed and you are " +"confident that the upgraded database can be used as your main database " +"without any issues, it is time to plan the go-live day. It can be planned in" +" coordination with Odoo's upgrade support analysts, reachable via the " +"`support page `__." +msgstr "" + +#: ../../content/administration/upgrade.rst:287 +msgid "" +"Your production database will be unavailable during its upgrade. Therefore, " +"we recommend planning the upgrade at a time when the use of the database is " +"minimal." +msgstr "" + +#: ../../content/administration/upgrade.rst:290 +msgid "" +"As the standard upgrade scripts and your database are constantly evolving, " +"it is also recommended to frequently request another upgraded test database " +"to ensure that the upgrade process is still successful, especially if it " +"takes a long time to finish. Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended." +msgstr "" + +#: ../../content/administration/upgrade.rst:296 +msgid "Going into production without first testing may lead to:" +msgstr "" + +#: ../../content/administration/upgrade.rst:298 +msgid "Users failing to adjust to the changes and new features" +msgstr "" + +#: ../../content/administration/upgrade.rst:299 +msgid "" +"Business interruptions (e.g., no longer having the possibility to validate " +"an action)" +msgstr "" + +#: ../../content/administration/upgrade.rst:300 +msgid "" +"Poor customer experience (e.g., an eCommerce website that does not work " +"correctly)" +msgstr "" + +#: ../../content/administration/upgrade.rst:302 +msgid "" +"The process of upgrading a production database is similar to upgrading a " +"test database with a few exceptions." +msgstr "" + +#: ../../content/administration/upgrade.rst:309 +msgid "" +"The process is similar to :ref:`obtaining an upgraded test database " +"`, except for the purpose option, which must " +"be set to :guilabel:`Production` instead of :guilabel:`Test`." +msgstr "" + +#: ../../content/administration/upgrade.rst:314 +msgid "" +"Once the upgrade is requested, the database will be unavailable until the " +"upgrade is finished. Once the process is completed, it is impossible to " +"revert to the previous version." +msgstr "" + +#: ../../content/administration/upgrade.rst:320 +msgid "" +"The process is similar to :ref:`obtaining an upgraded test database " +"` on the :guilabel:`Production` branch." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "View from the upgrade tab" +msgstr "" + +#: ../../content/administration/upgrade.rst:326 +msgid "" +"The process is **triggered as soon as a new commit is made** on the branch. " +"This allows the upgrade process to be synchronized with the deployment of " +"the custom modules' upgraded source code. If there are no custom modules, " +"the upgrade process is triggered immediately." +msgstr "" + +#: ../../content/administration/upgrade.rst:332 +msgid "" +"The database is unavailable throughout the process. If anything goes wrong, " +"the platform automatically reverts the upgrade, as it would be for a regular" +" update. In case of success, a backup of the database before the upgrade is " +"created." +msgstr "" + +#: ../../content/administration/upgrade.rst:336 +msgid "" +"The update of your custom modules must be successful to complete the entire " +"upgrade process. Make sure the status of your staging upgrade is " +":guilabel:`successful` before trying it in production." +msgstr "" + +#: ../../content/administration/upgrade.rst:344 +msgid "" +"The command to upgrade a database to production is similar to the one of " +"upgrading a test database except for the argument `test`, which must be " +"replaced by `production`:" +msgstr "" + +#: ../../content/administration/upgrade.rst:351 +msgid "" +"An upgraded production database can also be requested via the `Upgrade page " +"`_. Once the database is uploaded, any " +"modification to your production database will **not** be present on your " +"upgraded database. This is why we recommend not using it during the upgrade " "process." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:69 -msgid "The standard upgrade is done when your upgrade request is completed." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:70 +#: ../../content/administration/upgrade.rst:358 msgid "" -"Your custom modules also need to be upgraded to keep them compatible with " -"the new version." +"When requesting an upgraded database for production purposes, the copy is " +"submitted without a filestore. Therefore, the upgraded database filestore " +"must be merged with the production filestore before deploying the new " +"version." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:72 +#: ../../content/administration/upgrade.rst:362 msgid "" -"Depending on your contract, the upgrade of your custom modules can be done" +"In case of an issue with your production database, you can request the " +"assistance of Odoo via the `support page " +"`__ by selecting the option " +"related to the upgrade in production." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:74 -msgid "by yourself." +#: ../../content/administration/upgrade.rst:370 +msgid "Service-level agreement (SLA)" msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:75 -msgid "by your Partner." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:76 +#: ../../content/administration/upgrade.rst:372 msgid "" -"by Odoo (if you hold a subscription to 'Maintenance of Customizations')." +"With Odoo Enterprise, upgrading a database to the most recent version of " +"Odoo is **free**, including any support required to rectify potential " +"discrepancies in the upgraded database." +msgstr "" + +#: ../../content/administration/upgrade.rst:375 +msgid "" +"Information about the upgrade services included in the Enterprise Licence is" +" available in the :ref:`Odoo Enterprise Subscription Agreement `. " +"However, this section clarifies what upgrade services you can expect." +msgstr "" + +#: ../../content/administration/upgrade.rst:380 +msgid "Upgrade services covered by the SLA" +msgstr "" + +#: ../../content/administration/upgrade.rst:382 +msgid "" +"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " +"self-hosted (On-Premise) can benefit from upgrade services at all times for:" +msgstr "" + +#: ../../content/administration/upgrade.rst:385 +msgid "the upgrade of all **standard applications**;" +msgstr "" + +#: ../../content/administration/upgrade.rst:386 +msgid "" +"the upgrade of all **customizations created with the Studio app**, as long " +"as Studio is still installed and the respective subscription is still " +"active; and" +msgstr "" + +#: ../../content/administration/upgrade.rst:388 +msgid "" +"the upgrade of all **developments and customizations covered by a " +"maintenance of customizations subscription**." +msgstr "" + +#: ../../content/administration/upgrade.rst:391 +msgid "" +"Upgrade services are limited to the technical conversion and adaptation of a" +" database (standard modules and data) to make it compatible with the version" +" targeted by the upgrade." +msgstr "" + +#: ../../content/administration/upgrade.rst:395 +msgid "Upgrade services not covered by the SLA" +msgstr "" + +#: ../../content/administration/upgrade.rst:397 +msgid "The following upgrade-related services are **not** included:" +msgstr "" + +#: ../../content/administration/upgrade.rst:399 +msgid "" +"the **cleaning** of pre-existing data and configurations while upgrading;" +msgstr "" + +#: ../../content/administration/upgrade.rst:400 +msgid "" +"the upgrade of **custom modules created in-house or by third parties**, " +"including Odoo partners;" +msgstr "" + +#: ../../content/administration/upgrade.rst:401 +msgid "" +"lines of **code added to standard modules**, i.e., customizations created " +"outside the Studio app, code entered manually, and :ref:`automated actions " +"using Python code `; and" +msgstr "" + +#: ../../content/administration/upgrade.rst:404 +msgid "**training** on using the upgraded version's features and workflows." +msgstr "" + +#: ../../content/administration/upgrade.rst:407 +msgid ":doc:`Odoo.sh documentation `" +msgstr "" + +#: ../../content/administration/upgrade.rst:408 +msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/pl/LC_MESSAGES/finance.po b/locale/pl/LC_MESSAGES/finance.po index aeaf5aac8..c4f4b410c 100644 --- a/locale/pl/LC_MESSAGES/finance.po +++ b/locale/pl/LC_MESSAGES/finance.po @@ -21,17 +21,17 @@ # Grzegorz Grzelak , 2023 # Tadeusz Karpiński , 2023 # Patryk Openglobe , 2023 -# Wil Odoo, 2023 # Tadeusz Karpiński , 2023 +# Wil Odoo, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-09 08:39+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" -"Last-Translator: Tadeusz Karpiński , 2023\n" +"Last-Translator: Wil Odoo, 2023\n" "Language-Team: Polish (https://app.transifex.com/odoo/teams/41243/pl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -187,7 +187,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -224,10 +224,12 @@ msgid "Audit" msgstr "Audyt" #: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1073 msgid "General ledger" msgstr "" #: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1035 msgid "Trial balance" msgstr "Bilans próbny" @@ -246,7 +248,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:135 #: ../../content/applications/finance/fiscal_localizations/chile.rst:161 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:321 msgid "Partner" msgstr "Kontrahent" @@ -538,6 +540,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:15 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:22 #: ../../content/applications/finance/accounting/payments/batch.rst:15 @@ -555,7 +558,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 #: ../../content/applications/finance/accounting/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:13 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:22 @@ -566,15 +569,15 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:29 #: ../../content/applications/finance/fiscal_localizations/chile.rst:290 #: ../../content/applications/finance/fiscal_localizations/chile.rst:332 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/germany.rst:58 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:620 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:726 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:847 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:40 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:766 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:906 #: ../../content/applications/finance/fiscal_localizations/peru.rst:25 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 @@ -585,7 +588,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:60 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:9 #: ../../content/applications/finance/payment_acquirers/mollie.rst:8 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:141 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:146 #: ../../content/applications/finance/payment_acquirers/sips.rst:9 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:30 msgid "Configuration" @@ -2301,7 +2304,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Typ" @@ -2369,7 +2372,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:5 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:86 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:310 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:321 msgid "Customer invoices" msgstr "" @@ -2411,7 +2414,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:35 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:284 msgid "Invoice creation" msgstr "" @@ -2609,8 +2612,8 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:164 #: ../../content/applications/finance/fiscal_localizations/chile.rst:198 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:165 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:69 #: ../../content/applications/finance/fiscal_localizations/peru.rst:242 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:127 @@ -3709,7 +3712,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:97 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:26 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:32 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:16 #: ../../content/applications/finance/fiscal_localizations/france.rst:182 #: ../../content/applications/finance/fiscal_localizations/india.rst:16 @@ -3717,9 +3720,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:34 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:66 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:15 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:14 @@ -3728,16 +3730,15 @@ msgstr "Nazwa" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:98 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:27 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:17 #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:17 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:35 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:67 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:15 @@ -4903,413 +4904,952 @@ msgid ":doc:`../fiscal_localizations`" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:190 -msgid "`Odoo Tutorials: Accounting Basics `_" +msgid "" +"`Odoo Tutorials: Accounting and Invoicing - Getting started [video] " +"`_" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:3 -msgid "Inventory average price valuation" +msgid "Average price on returned goods" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:5 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:9 msgid "" -"As stated in the :doc:`inventory valuation page " -"`," -" one of the possible costing method you can use in perpetual stock " -"valuation, is the average cost." +"*Average cost valuation* (AVCO) is an inventory valuation method that " +"evaluates cost based on the total cost of goods bought or produced during a " +"period, divided by the total number of items on-hand. Inventory valuation is" +" used to:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:10 -msgid "" -"This document answers to one recurrent question for companies using that " -"method to make their stock valuation: how does a shipping returned to its " -"supplier impact the average cost and the accounting entries? This document " -"is **only** for the specific use case of a perpetual valuation (as opposed " -"to the periodic one) and in average price costing method (as opposed to " -"standard of FIFO)." +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:13 +msgid "reflect the value of a company's assets;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:14 +msgid "keep track of the amount of unsold goods;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:15 +msgid "account for monetary value in goods that have yet to generate profit;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:16 +msgid "report on flow of goods throughout the quarter." msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:18 -msgid "Definition of average cost" +msgid "" +"Because |AVCO| uses the weighted average to evaluate the cost, it is a good " +"fit for companies that sell only a few different products in large " +"quantities. In Odoo, this costing analysis is *automatically updated* each " +"time products are received." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:20 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:22 msgid "" -"The average cost method calculates the cost of ending inventory and cost of " -"goods sold on the basis of weighted average cost per unit of inventory." +"Thus, when shipments are returned to their supplier, Odoo automatically " +"generates accounting entries to reflect the change in inventory valuation. " +"However, Odoo does **not** automatically update the |AVCO| calculation, " +"because :ref:`this can potentially create inconsistencies with inventory " +"valuation `." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:24 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:28 msgid "" -"The weighted average cost per unit is calculated using the following " -"formula:" +"This document addresses a specific use case for theoretical purposes. " +"Navigate :ref:`here ` for instructions" +" on how to set up and use |AVCO| in Odoo." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:27 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:32 msgid "" -"When new products arrive in a warehouse, the new average cost is recomputed " -"as:" +":ref:`Using inventory valuation `" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:33 msgid "" -"When products leave the warehouse: the average cost **does not** change" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 -msgid "Defining the purchase price" +":ref:`Other inventory valuation methods " +"`" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:38 msgid "" -"The purchase price is estimated at the reception of the products (you might " -"not have received the vendor bill yet) and reevaluated at the reception of " -"the vendor bill. The purchase price includes the cost you pay for the " -"products, but it may also includes additional costs, like landed costs." +"To use average cost inventory valuation on a product, navigate to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"select the category that will be using |AVCO|. On the product category page," +" set :guilabel:`Costing Method` to `Average Cost (AVCO)` and " +":guilabel:`Inventory Valuation` to `Automated`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:45 -msgid "Average cost example" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:44 +msgid "" +":ref:`Inventory valuation configuration " +"`" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:47 +msgid "Using average cost valuation" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:49 +msgid "" +"The average cost method adjusts the inventory valuation when products are " +"received in the warehouse. This section explains how it works, but if the " +"explanation is unnecessary, skip to the :ref:`return to supplier use case " +"` section." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 +msgid "Formula" +msgstr "Formuła" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:58 +msgid "" +"When new products arrive, the new average cost for each product is " +"recomputed using the formula:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +msgid "" +"Avg~Cost = \\frac{(Old~Qty \\times Old~Avg~Cost) + (Incoming~Qty \\times Purchase~Price)}{Final~Qty}\n" +"\n" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:63 +msgid "**Old Qty**: product count in stock before receiving the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +msgid "" +"**Old Avg Cost**: calculated average cost for a single product from the " +"previous inventory valuation;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:66 +msgid "**Incoming Qty**: count of products arriving in the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:67 +msgid "" +"**Purchase Price**: estimated price of products at the reception of products" +" (since vendor bills may arrive later). The amount includes not only the " +"price for the products, but also added costs, such as shipping, taxes, and " +":ref:`landed costs `. At reception of the " +"vendor bill, this price is adjusted;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:71 +msgid "**Final Qty**: quantity of on-hand stock after the stock move." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:76 +msgid "" +"When products leave the warehouse, the average cost **does not** change. " +"Read about why the average cost valuation is **not** adjusted :ref:`here " +"`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +msgid "Compute average cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 +msgid "" +"To understand how the average cost of a product changes with each shipment, " +"consider the following table of warehouse operations and stock moves. Each " +"is a different example of how the average cost valuation is affected." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Operation" msgstr "Operacja" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -msgid "Delta Value" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +msgid "Incoming Value" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Inventory Value" msgstr "Wartość Magazynu" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Qty On Hand" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Avg Cost" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$0" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 #: ../../content/applications/finance/fiscal_localizations/france.rst:240 msgid "0" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -msgid "Receive 8 Products at $10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "Receive 8 tables at $10/unit" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -msgid "+8\\*$10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "8 * $10" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$80" msgstr "80 USD" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "8" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$10" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -msgid "Receive 4 Products at $16" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "Receive 4 tables at $16/unit" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -msgid "+4\\*$16" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "4 * $16" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "$144" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 #: ../../content/applications/finance/fiscal_localizations/france.rst:88 #: ../../content/applications/finance/fiscal_localizations/france.rst:111 msgid "12" msgstr "12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$12" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -msgid "Deliver 10 Products" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "Deliver 10 tables" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -msgid "-10\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "-10 * $12" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "$24" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "2" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 msgid "" -"At the beginning, the Avg Cost is set to 0 set as there is no product in the" -" inventory. When the first reception is made, the average cost becomes " -"logically the purchase price." +"Ensure comprehension of the above computations by reviewing the \"Receive 8 " +"tables at $10/unit\" example." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:106 +msgid "Initially, the product stock is 0, so all values are $0." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:108 msgid "" -"At the second reception, the average cost is updated because the total " -"inventory value is now ``$80 + 4*$16 = $144``. As we have 12 units on hand, " -"the average price per unit is ``$144 / 12 = $12``." +"In the first warehouse operation, `8` tables are received at `$10` each. The" +" average cost is calculated using the :ref:`formula " +"`:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:68 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:111 msgid "" -"By definition, the delivery of 10 products does not change the average cost." -" Indeed, the inventory value is now $24 as we have only 2 units remaining of" -" each ``$24 / 2 = $12``." +"Avg~Cost = \\frac{0 + 8 \\times $10}{8} = \\frac{$80}{8} = $10\n" +"\n" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:73 -msgid "Purchase return use case" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:75 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:114 msgid "" -"In case of a product returned to its supplier after reception, the inventory" -" value is reduced using the average cost formulae (not at the initial price " -"of these products!)." +"Since the *incoming quantity* of tables is `8` and the *purchase price* for " +"each is `$10`," msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:79 -msgid "Which means that the above table will be updated as follow:" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:115 +msgid "The inventory value in the numerator is evaluated to `$80`;" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "Return of 1 Product initially bought at $10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:116 +msgid "`$80` is divided by the total amount of tables to store, `8`;" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "-1\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 +msgid "`$10` is the average cost of a single table from the first shipment." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 -#: ../../content/applications/finance/fiscal_localizations/france.rst:242 -msgid "1" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:90 -msgid "Explanation: counter example" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:92 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 msgid "" -"Remember the definition of **Average Cost**, saying that we do not update " -"the average cost of a product leaving the inventory. If you break this rule," -" you may lead to inconsistencies in your inventory." +"To verify this in Odoo, in the *Purchase* app, order `8` quantities of a new" +" product, `Table`, with no previous stock moves, for `$10` each." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:96 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:122 msgid "" -"As an example, here is the scenario when you deliver one piece to the " -"customer and return the other one to your supplier (at the cost you " -"purchased it). Here is the operation:" +"In the table's :guilabel:`Product Category` field in the :guilabel:`General " +"Information` tab of the product form, click the :guilabel:`➡️ (arrow)` icon," +" to open an :guilabel:`External Link` to edit the product category. Set the " +":guilabel:`Costing Method` to `Average Cost (AVCO)` and :guilabel:`Inventory" +" Valuation` to `Automated`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -msgid "Customer Shipping 1 product" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -msgid "-1\\*$10" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "**$2**" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "**0**" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:110 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:127 msgid "" -"As you can see in this example, this is not correct: an inventory valuation " -"of $2 for 0 pieces in the warehouse." -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:113 -msgid "" -"The correct scenario should be to return the goods at the current average " -"cost:" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "**$0**" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:126 -msgid "" -"On the other hand, using the average cost to value the return ensure a " -"correct inventory value at all times." +"Then, return to the purchase order. Click :guilabel:`Confirm Order`, and " +"click :guilabel:`Receive Products` to confirm receipt." msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 -msgid "Further thoughts on anglo saxon mode" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:132 msgid "" -"For people in using the **anglo saxon accounting** principles, there is " -"another concept to take into account: the stock input account of the " -"product, which is intended to hold at any time the value of vendor bills to " -"receive. So the stock input account will increase on reception of incoming " -"shipments and will decrease when receiving the related vendor bills." +"Next, check the inventory valuation record generated by the product " +"reception by navigating to :menuselection:`Inventory --> Reporting --> " +"Inventory Valuation`. Select the drop-down for `Table`, and view the " +":guilabel:`Total Value` column for the *valuation layer* (:dfn:`inventory " +"valuation at a specific point in time = on-hand quantity * unit price`). The" +" 8 tables in-stock are worth $80." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:139 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show inventory valuation of 8 tables in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:141 msgid "" -"Back to our example, we see that when the return is valued at the average " -"price, the amount booked in the stock input account is the original purchase" -" price:" +"When the product category's :guilabel:`Costing Method` is set to " +":guilabel:`AVCO`, then the average cost of a product is also displayed on " +"the :guilabel:`Cost` field, under the :guilabel:`General Information` tab, " +"on the product page itself." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "stock input" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "price diff" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +msgid "Product delivery (use case)" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -msgid "($80)" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 -msgid "Receive vendor bill $80" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -msgid "($64)" +msgid "" +"For outgoing shipments, :ref:`outbound products have no effect on the " +"average cost valuation `. Although the " +"average cost valuation is not recalculated, the inventory value still " +"decreases because the product is removed from stock and delivered to the " +"customer location." msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -msgid "Receive vendor bill $64" +msgid "" +"To demonstrate that the average cost valuation is not recalculated, examine " +"the \"Deliver 10 tables\" example." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "**$10**" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "**$12**" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:157 +msgid "" +"Avg~Cost = \\frac{12 \\times $12 + (-10) \\times $12}{12-10} = \\frac{24}{2} = $12\n" +"\n" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 -msgid "Receive vendor refund $10" +msgid "" +"Because 10 tables are being sent out to customers, the *incoming quantity* " +"is `-10`. The previous average cost (`$12`) is used in lieu of a vendor's " +"*purchase price*;" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 -msgid "$2" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:162 +msgid "The *incoming inventory value* is `-10 * $12 = -$120`;" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 msgid "" -"This is because the vendor refund will be made using the original purchase " -"price, so to zero out the effect of the return in the stock input in last " -"operation, we need to reuse the original price. The price difference account" -" located on the product category is used to book the difference between the " -"average cost and the original purchase price." +"The old *inventory value* (`$144`) is added to the *incoming inventory " +"value* (`-$120`), so `$144 + -$120 = $24`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:165 +msgid "" +"Only `2` tables remain after shipping out `10` tables from `12`. So the " +"current *inventory value* (`$24`) is divided by the on-hand quantity (`2`);" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:167 +msgid "" +"`$24 / 2 = $12`, which is the same average cost as the previous operation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:169 +msgid "" +"To verify this in Odoo, sell `10` tables in the *Sales* app, validate the " +"delivery, and then review the inventory valuation record by going to in " +":menuselection:`Inventory --> Reporting --> Inventory Valuation`. In the " +"topmost valuation layer, delivering `10` tables reduces the product's value " +"by `-$120`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:174 +msgid "" +"**Note**: What is not represented in this stock valuation record is the " +"revenue made from this sale, so this decrease is not a loss to the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show how deliveries decrease inventory valuation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:184 +msgid "Return items to supplier (use case)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:186 +msgid "" +"Because the price paid to suppliers can differ from the price the product is" +" valued at with the |AVCO| method, Odoo handles returned items in a specific" +" way." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:189 +msgid "" +"Products are returned to suppliers at the original purchase price, but;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:190 +msgid "The internal cost valuation remains unchanged." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:192 +msgid "" +"The above :ref:`example table ` is updated as" +" follows:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +msgid "Qty*Avg Cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "Return 1 table bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "-1 * $12" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 +#: ../../content/applications/finance/fiscal_localizations/france.rst:242 +msgid "1" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 +msgid "" +"In other words, returns to vendors are perceived by Odoo as another form of " +"a product exiting the warehouse. To Odoo, because the table is valued at $12" +" per unit, the inventory value is reduced by `$12` when the product is " +"returned; the initial purchase price of `$10` is unrelated to the table's " +"average cost." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:208 +msgid "" +"To return a single table that was purchased for `$10`, navigate to the " +"receipt in the *Inventory* app for the :ref:`8 tables purchased in Exercise " +"1 ` by going to the :guilabel:`Inventory Overview`," +" clicking on :guilabel:`Receipts`, and selecting the desired receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:213 +msgid "" +"Then, click :guilabel:`Return` on the validated delivery order, and modify " +"the quantity to `1` in the reverse transfer window. This creates an outgoing" +" shipment for the table. Select :guilabel:`Validate` to confirm the outgoing" +" shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:217 +msgid "" +"Return to :menuselection:`Inventory --> Reporting --> Inventory Valuation` " +"to see how the outgoing shipment decreases the inventory value by $12." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Inventory valuation for return." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:227 +msgid "Eliminate stock valuation errors in outgoing products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:229 +msgid "" +"Inconsistencies can occur in a company's inventory when the average cost " +"valuation is recalculated on outgoing shipments." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:232 +msgid "" +"To demonstrate this error, the table below displays a scenario in which 1 " +"table is shipped to a customer and another is returned to a supplier at the " +"purchased price." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +msgid "Qty*Price" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "Ship 1 product to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "-1 \\* $12" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "Return 1 product initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "-1 \\* $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "**$2**" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "**0**" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 +msgid "" +"In the final operation above, the final inventory valuation for the table is" +" `$2` even though there are `0` tables left in stock." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:248 +msgid "Correct method" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:250 +msgid "" +"Use the average cost to value the return. This does not mean the company " +"gets $12 back for a $10 purchase; the item returned for $10 is valued " +"internally at $12. The inventory value change represents a product worth $12" +" no longer being accounted for in company assets." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:255 +msgid "Anglo-Saxon accounting" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:257 +msgid "" +"In addition to using |AVCO|, companies that use **Anglo-Saxon accounting** " +"also keep a holding account that tracks the amount to be paid to vendors. " +"Once a vendor delivers an order, **inventory value** increases based on the " +"vendor price of the products that have entered the stock. The holding " +"account (called **stock input**) is credited and only reconciled once the " +"vendor bill is received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:263 +msgid "" +":ref:`Anglo-Saxon vs. Continental " +"`" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:265 +msgid "" +"The table below reflects journal entries and accounts. The *stock input* " +"account stores the money intended to pay vendors when the vendor bill has " +"not yet been received. To balance accounts when returning products that have" +" a price difference between the price the product is **valued at** and the " +"price it was bought for, a *price difference* account is created." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Stock Input" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Price Diff" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +msgid "Receive 8 tables at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +msgid "($80)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 +msgid "Receive vendor bill $80" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +msgid "Receive 4 tables at $16" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +msgid "($64)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +msgid "Receive vendor bill $64" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +msgid "Deliver 10 tables to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "Return 1 table initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "**$10**" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "**$12**" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 +msgid "Receive vendor refund $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 +msgid "$2" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 +msgid "Product reception" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:296 +msgid "Summary" +msgstr "Podsumowanie" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:298 +msgid "" +"At product reception, Odoo ensures companies can pay for goods that were " +"purchased by preemptively moving an amount matching the price of received " +"goods into the :doc:`liability account " +"`, **Stock " +"Input**. Then, once the bill has been received, the amount in the holding " +"account is transferred to *Accounts Payable*. Transfers into this account " +"means the bill has been paid. **Stock Input** is reconciled once the vendor " +"bill is received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:305 +msgid "" +"Inventory valuation is a method of calculating how much each in-stock " +"product is worth internally. Since there is a difference between the price " +"the product is **valuated at** and the price the product was actually " +"**purchased for**, the **Inventory Valuation** account is unrelated to the " +"crediting and debiting operations of the **Stock Input** account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:310 +msgid "To conceptualize all this, follow the breakdown below." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:313 +msgid "Accounts balanced at received products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:315 +msgid "" +"In this example, a company starts with zero units of a product, `table`, in " +"stock. Then, 8 tables are received from the vendor:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:318 +msgid "" +"The **Stock Input** account stores `$80` of credit owed to the vendor. The " +"amount in this account is unrelated to the inventory value." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:320 +msgid "" +"`$80` worth of tables came **in** (**debit** the *Inventory Value* account " +"`$80`), and" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:321 +msgid "" +"`$80` must be paid **out** for received goods (**credit** the *Stock Input* " +"account `$80`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:324 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:367 +msgid "In Odoo" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:326 +msgid "" +"Odoo generates an accounting journal entry when shipments that use |AVCO| " +"costing method are received. Configure a :guilabel:`Price Difference " +"Account` by selecting the :guilabel:`➡️ (arrow)` icon next to the " +":guilabel:`Product Category` field on the product page." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:330 +msgid "" +"Under :guilabel:`Account Properties`, create a new :guilabel:`Price " +"Difference Account` by typing in the name of the account and clicking " +":guilabel:`Create and Edit`. Then set the account :guilabel:`Type` as " +"`Expenses`, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Create price difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:338 +msgid "" +"Then, receive the shipment in the *Purchase* app or *Inventory* app, and " +"navigate to the :menuselection:`Accounting app --> Accounting --> Journal " +"Entries`. In the list, find the :guilabel:`Reference` that matches the " +"warehouse reception operation for the relevant product." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show accounting entry of 8 tables from the list." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:346 +msgid "" +"Click on the line for 8 tables. This accounting journal entry shows that " +"when the 8 tables were received, the `Stock Valuation` account increased by " +"`$80`. Conversely, the **Stock Input** account (set as `Stock Interim " +"(Received)` account by default) is credited `$80`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Debit stock valuation and credit stock input 80 dollars." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:355 +msgid "Accounts balanced at received vendor bill" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:357 +msgid "" +"In this example, a company starts with zero units of a product, table, in " +"stock. Then, 8 tables are received from the vendor. When the bill is " +"received from vendor for 8 tables:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:360 +msgid "" +"Use `$80` in the **Stock Input** account to pay the bill. This cancels out " +"and the account now holds `$0`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:362 +msgid "Debit **Stock Input** `$80` (to reconcile this account)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:363 +msgid "" +"Credit **Accounts payable** `$80`. This account stores the amount the " +"company owes others, so accountants use the amount to write checks to " +"vendors." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:369 +msgid "" +"Once the vendor requests payment, navigate to the :menuselection:`Purchase " +"app --> Orders --> Purchase` and select the :abbr:`PO (Purchase Order)` for " +"8 tables. Inside the :abbr:`PO (Purchase Order)`, select :guilabel:`Create " +"Bill`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:373 +msgid "" +"Switch to the :guilabel:`Journal Items` tab to view how `$80` is transferred" +" from the holding account, `Stock Interim (Received)` to `Accounts Payable`." +" :guilabel:`Confirm` the bill to record the payment to the vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show bill linked to the purchase order for 8 tables." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:382 +msgid "On product delivery" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:384 +msgid "" +"In the :ref:`above example table `, when 10" +" products are delivered to a customer, the **Stock Input** account is " +"untouched because there are no new products coming in. To put it simply:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:388 +msgid "" +"**Inventory valuation** is credited `$120`. Subtracting from inventory " +"valuation represents `$120` worth of products exiting the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:390 +msgid "Debit **Accounts Receivable** to record revenue from the sale." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show journal items linked to sale order." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:398 +msgid "" +"In the accounting journal entry invoicing a customer for 10 tables, the " +"accounts **Product Sales**, **Tax Received**, and **Accounts Receivable** " +"all pertain to the sale of the product. **Accounts Receivable** is the " +"account where the customer payment will be received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:402 +msgid "" +"Anglo-Saxon accounting recognizes the cost of goods sold (COGS) once the " +"sale is made. So, up until the product is sold, scrapped, or returned, costs" +" of keeping the product in stock are not accounted for. The **Expense** " +"account is debited `$120` to log the costs of storing 10 tables during this " +"period of time." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:408 +msgid "On product return" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:410 +msgid "" +"In the :ref:`above example table `, when " +"returning 1 product to a vendor purchased at `$10`, a company expects `$10` " +"in the **Accounts Payable** account from the vendor. However, **Stock " +"Input** account must be debited `$12` because the average cost is `$12` at " +"the time of the return. The missing `$2` is accounted for in the " +":guilabel:`Price Difference Account`, which is set up in the product's " +":guilabel:`Product Category`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:417 +msgid "" +"Behavior of *price difference accounts* varies from localization. In this " +"case, the account is intended to store differences between vendor price and " +"*automated* inventory valuation methods." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:420 +msgid "Summary:" +msgstr "Podsumowanie:" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:422 +msgid "" +"Debit **Stock Input** account `$10` to move the table from stock to stock " +"input. This move is to indicate that the table is to be processed for an " +"outgoing shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:424 +msgid "" +"Debit **Stock Input** an additional `$2` to account for the **Price " +"Difference**." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:425 +msgid "" +"Credit **Stock Valuation** `$12` because the item is leaving the stock." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "2 dollar difference expensed in Price Difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:431 +msgid "Once the vendor's refund is received," +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:433 +msgid "" +"Credit **Stock Input** account `$10` to reconcile the price of the table." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:434 +msgid "" +"Debit **Accounts Payable** `$10` to have the accountants collect and " +"register the payment in their journal." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Return to get 10 dollars back." msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:3 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:79 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/chile.rst:145 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:215 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1008 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 msgid "Chart of accounts" @@ -5318,153 +5858,124 @@ msgstr "Plan kont" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:5 msgid "" "The **chart of accounts (COA)** is the list of all the accounts used to " -"record financial transactions in the general ledger of an organization." +"record financial transactions in the general ledger of an organization. The " +"chart of accounts can be found under " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:8 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:9 msgid "" -"The accounts are usually listed in the order of appearance in the financial " -"reports. Most of the time, they are listed as follows :" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:11 -msgid "Balance Sheet accounts:" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:13 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 -msgid "Assets" -msgstr "Środki" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:14 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 -msgid "Liabilities" -msgstr "Zobowiązania" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:15 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:87 -msgid "Equity" -msgstr "Kapitał własny" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 -msgid "Profit & Loss:" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 -msgid "Income" -msgstr "Dochód" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:20 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:95 -msgid "Expense" -msgstr "Wydatek" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:22 -msgid "" -"When browsing your chart of accounts, you can filter the accounts by number," -" in the left column, and also group them by :guilabel:`Account Type`." +"When browsing your chart of accounts, you can sort the accounts by " +":guilabel:`Code`, :guilabel:`Account Name`, or :guilabel:`Type`, but other " +"options are available in the drop-down menu :guilabel:`(⋮)`." msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Group the accounts by type in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:30 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 msgid "Configuration of an account" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:32 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 msgid "" -"The country you select at the creation of your database (or additional " -"company on your database) determines which **fiscal localization package** " -"is installed by default. This package includes a standard chart of accounts " -"already configured according to the country's regulations. You can use it " -"directly or set it according to your company's needs." +"The country you select during the creation of your database (or additional " +"company in your database) determines which :doc:`fiscal localization package" +" <../../fiscal_localizations>` is installed by default. This package " +"includes a standard chart of accounts already configured according to the " +"country's regulations. You can use it directly or set it according to your " +"company's needs." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:38 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:24 +msgid "" +"To create a new account, go to " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`, click " +":guilabel:`Create`, and fill in (at the minimum) the required fields " +"(:guilabel:`Code, Account Name, Type`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:29 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 -msgid "" -"To create a new account, go to :menuselection:`Accounting --> Configuration " -"--> Chart of Accounts`, click on :guilabel:`Create`, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "Code and name" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 msgid "" -"Each account is identified by its **code** and **name**, which also " -"indicates the account's purpose." +"Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " +"which also indicate the account's purpose." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 msgid "Information on the account's purpose and behavior" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:57 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:46 msgid "Generate country-specific legal and financial reports" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "Set the rules to close a fiscal year" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:59 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 msgid "Generate opening entries" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:61 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " -"selector and select the right type among the following list:" +"selector and select the corresponding type from the following list:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Report" msgstr "Raport" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Category" msgstr "Kategoria" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Account Types" msgstr "Typy kont" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 #: ../../content/applications/finance/fiscal_localizations/spain.rst:27 msgid "Balance Sheet" msgstr "Bilans" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +msgid "Assets" +msgstr "Środki" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Należności" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:69 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Bank i gotówka" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:71 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -5472,154 +5983,172 @@ msgstr "Bank i gotówka" msgid "Current Assets" msgstr "Bieżące aktywa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:73 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Aktywa trwałe" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:75 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 msgid "Prepayments" msgstr "Przedpłaty" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:77 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 msgid "Fixed Assets" msgstr "Środki trwałe" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +msgid "Liabilities" +msgstr "Zobowiązania" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Zobowiązania" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:81 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Credit Card" msgstr "Karta kredytowa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:83 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Bieżące pasywa" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:85 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Zobowiązania długoterminowe" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:89 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +msgid "Equity" +msgstr "Kapitał własny" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Zarobki bieżącego roku" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Zysk i strata" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:93 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +msgid "Income" +msgstr "Dochód" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 msgid "Other Income" msgstr "Inny przychód" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:97 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +msgid "Expense" +msgstr "Wydatek" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Depreciation" msgstr "Amortyzacja" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:99 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Cost of Revenue" msgstr "Koszt przychodu" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Other" msgstr "Inne" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Off-Balance Sheet" msgstr "Arkusz pozabilansowy" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Assets, deferred expenses, and deferred revenues automation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "" -"Some **account types** display a new field **to automate** the creation of " -":ref:`assets ` entries, :ref:`deferred expenses " -"` entries, and :ref:`deferred revenues " -"` entries." +"Some **account types** can **automate** the creation of :ref:`assets " +"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`Setup` on an" +" account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 -msgid "You have three choices for the :guilabel:`Automation` field:" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " -"account, a draft entry is created, but not validated. You must first fill " -"out the corresponding form." +"account, a draft entry is created but not validated. You must first fill out" +" the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid "" -":guilabel:`Create and validate`: you must also select a **model**. Whenever " -"a transaction is posted on the account, an entry is created and immediately " -"validated." +":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " +"Expense Model`. Whenever a transaction is posted on the account, an entry is" +" created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:110 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:122 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 msgid "" -"Select a **default tax** that will be applied when this account is chosen " -"for a product sale or purchase." +"In the :guilabel:`Setup` menu of an account, select a **default tax** to be " +"applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 msgid "Tags" msgstr "Tagi" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." -" By default, you can choose among the tags that are used by the *Cash Flow " -"Statement*." +" To add a tag, under :guilabel:`Setup`, click the :guilabel:`Tags` field and" +" select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:123 msgid "Account groups" msgstr "Grupy kont" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " "Balance**. By default, groups are handled automatically based on the code of" " the group. For example, a new account `131200` is going to be part of the " -"group `131000`." +"group `131000`. You can attribute a specific group to an account in the " +":guilabel:`Group` field under :guilabel:`Setup`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:143 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" -"To create a new account group, :ref:`developer mode ` and " -"head to :menuselection:`Accounting app --> Configuration --> Account " +"To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting app-->Configuration-->Account " "Groups`. Here, create a new group and enter the :guilabel:`name, code " "prefix, and company` to which that group account should be available. Note " "that you must enter the same code prefix in both :guilabel:`From` and " @@ -5630,10 +6159,10 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 msgid "" "To display your **Trial Balance** report with your account groups, go to " -":menuselection:`Accounting app-->Reporting-->Trial Balance`, then open the " +":menuselection:`Accounting-->Reporting-->Trial Balance`, then open the " ":guilabel:`Options` menu and select :guilabel:`Hierarchy and Subtotals`." msgstr "" @@ -5641,17 +6170,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:154 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:167 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -5659,57 +6188,58 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:163 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " -"settings, and save." +"settings, and :guilabel:`Save`; or enable the button from the chart of " +"accounts view." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 +msgid "Allow reconciliation for accounts in Odoo Accounting" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 msgid "Deprecated" msgstr "Zdezaktualizowane" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 msgid "" "It is not possible to delete an account once a transaction has been recorded" -" on it. You can make them unusable by using the **Deprecated** feature." +" on it. You can make them unusable by using the **Deprecated** feature: " +"check the :guilabel:`Deprecated` box in the account's settings, and " +":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 -msgid "" -"To do so, check the :guilabel:`Deprecated` box in the account's settings, " -"and save." -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:187 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:188 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:189 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:190 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:191 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7726,7 +8256,6 @@ msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" msgstr "" #: ../../content/applications/finance/accounting/payments/multiple.rst:10 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:403 msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" msgstr "" @@ -10015,8 +10544,8 @@ msgstr "" msgid "" "You can create Odoo external API keys either :ref:`for a single database " "` (hosting: Odoo Online, On-premise, and Odoo.sh) or" -" :ref:`for multiple databases managed by a user ` " -"(hosting: Odoo Online)." +" :ref:`for all databases managed by a single user ` (hosting: Odoo Online)." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:30 @@ -10027,8 +10556,8 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:31 msgid "" -"You can copy the API key only at its creation, and you cannot retrieve it " -"later." +"You can copy the API key only at its creation. It is not possible to " +"retrieve it later." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:32 @@ -10040,15 +10569,17 @@ msgid ":doc:`/developer/reference/external_api`" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:40 -msgid "One key per database" +msgid "Per database" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:42 msgid "" -"To create a new API key valid for a single database, click on the user menu," -" then on :guilabel:`My Profile`. Under the :guilabel:`Account Security` tab," -" click on :guilabel:`New API key`, confirm your password, give a descriptive" -" name to your new key, and copy the new API key." +"To add an API key to a **single** database, connect to the database, enable " +"the :ref:`developer mode `, click on the user menu, and then" +" :guilabel:`My Profile` / :guilabel:`Preferences`. Under the " +":guilabel:`Account Security` tab, click on :guilabel:`New API Key`, confirm " +"your password, give a descriptive name to your new key, and copy the API " +"key." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 @@ -10060,13 +10591,13 @@ msgid ":ref:`api/external_api/keys`" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:56 -msgid "One key for multiple databases (fiduciaries)" +msgid "For all databases (fiduciaries)" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:58 msgid "" -"To create a new API key valid for all the databases of a single user **(the " -"easiest for fiduciaries)**, navigate to `Odoo's website " +"To add an API key to **all** databases managed by a single user at the same " +"time **(the easiest method for fiduciaries)**, navigate to `Odoo's website " "`_ and sign in with your administrator account. Next," " open `your account security settings in developer mode " "`_, click on :guilabel:`New API " @@ -10074,6 +10605,12 @@ msgid "" "copy the new API key." msgstr "" +#: ../../content/applications/finance/accounting/reporting/silverfin.rst:65 +msgid "" +"Open the `database manager `_ to view all" +" databases that will be linked to the single API key." +msgstr "" + #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 msgid "creation of an Odoo external API key for an Odoo user" msgstr "" @@ -10241,7 +10778,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:109 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:114 #: ../../content/applications/finance/accounting/taxes/retention.rst:70 msgid ":doc:`../taxes`" msgstr "" @@ -11077,7 +11614,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 #: ../../content/applications/finance/fiscal_localizations/chile.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:25 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 #: ../../content/applications/finance/fiscal_localizations/peru.rst:6 msgid "Introduction" msgstr "Wprowadzenie" @@ -11637,185 +12174,168 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:5 msgid "" "Default taxes and accounts are set on products and customers to create new " -"transactions on the fly. However, you might have to use different taxes and " -"record the transactions on different accounts, according to your customers' " -"and providers' localizations and business types." +"transactions on the fly. However, depending on the customers' and providers'" +" localization and business type, using different taxes and accounts for a " +"transaction might be necessary." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:9 msgid "" -"**Fiscal Positions** allow you to create *sets of rules* to automatically " -"adapt the taxes and the accounts used for a transaction." +"**Fiscal positions** allow the creation of rules to adapt the taxes and " +"accounts used for a transaction automatically." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:12 msgid "" -"Example: Belgian to Intra-Community tax mapping with Fiscal Positions in " -"Odoo Accounting" +"They can be applied :ref:`automatically `, " +":ref:`manually `, or :ref:`assigned to a partner " +"`." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:16 -msgid "They can be applied in various ways:" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:18 msgid "" -":ref:`automatically applied, based on some rules " -"`" +"Several default fiscal positions are available as part of your :ref:`fiscal " +"localization package `." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:19 -msgid ":ref:`manually applied on a transaction `" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:25 +msgid "Tax and account mapping" msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 msgid "" -":ref:`assigned to a partner, on its contact form " -"`" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:23 -msgid "" -"A few Fiscal Positions are already preconfigured on your database, as part " -"of your :ref:`fiscal localization package `." +"To edit or create a fiscal position, go to :menuselection:`Accounting --> " +"Configuration --> Fiscal Positions`, and open the entry to modify or click " +"on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:30 -msgid "Tax and Account Mapping" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:32 -msgid "" -"To edit or create a Fiscal Position, go to :menuselection:`Accounting --> " -"Configuration --> Fiscal Positions`, and open the entry you want to modify " -"or click on *Create*." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:35 msgid "" "The mapping of taxes and accounts is based on the default taxes and accounts" -" defined in the products' forms." +" defined in the product form." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:38 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:33 msgid "" -"To map to another tax or account, fill out the right column (**Tax to " -"Apply**/**Account to Use Instead**)." +"To map to another tax or account, fill out the right column (:guilabel:`Tax " +"to Apply`/ :guilabel:`Account to Use Instead`)." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:40 -msgid "" -"To remove a tax, rather than replacing it with another, leave the field " -"**Tax to Apply** empty." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's tax mapping" msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:41 -msgid "" -"To replace a tax with multiple other taxes, add multiple lines with the same" -" **Tax on Product**." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's account mapping" msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:44 +msgid "To remove a tax, leave the field :guilabel:`Tax to Apply` empty." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:45 +msgid "" +"To replace a tax with several other taxes, add multiple lines using the same" +" :guilabel:`Tax on Product`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:49 msgid "" "The mapping only works with *active* taxes. Therefore, make sure they are " "active by going to :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:50 -msgid "Automatic application" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:52 -msgid "" -"You can configure your Fiscal Positions to be applied automatically, " -"following a set of conditions." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:54 -msgid "" -"To do so, open the Fiscal Position you want to modify and click on **Detect " -"Automatically**. You can configure a few conditions:" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:57 -msgid "" -"**VAT Required**: The VAT number *must* be indicated in the customer's " -"contact form." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 -msgid "" -"**Country Group** / **Country**: The Fiscal Position is applied to these " -"countries." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 -msgid "Example of settings to apply a Fiscal Position automatically" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:65 -msgid "" -"Taxes on **eCommerce orders** are automatically updated once the visitor has" -" logged in or filled out their billing details." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:69 -msgid "" -"The Fiscal Positions' **sequence** - the order in which they are arranged - " -"defines which Fiscal Position to apply if the conditions are met in multiple" -" Fiscal Positions." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:72 -msgid "" -"For example, if the first Fiscal Position targets *country A*, and the " -"second Fiscal Position targets a *Country Group* that also comprises " -"*country A*, only the first Fiscal Position will be applied to customers " -"from *country A*." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:53 msgid "Application" msgstr "Aplikacja" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:84 -msgid "Assign a Fiscal Position to a partner" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 +msgid "Automatic application" msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:86 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:60 msgid "" -"You can manually define which Fiscal Position must be used by default for a " -"specific partner." +"To automatically apply a fiscal position following a set of conditions, go " +"to :menuselection:`Accounting --> Configuration --> Fiscal Positions`, open " +"the fiscal position to modify, and tick :guilabel:`Detect Automatically`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:88 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:64 +msgid "From there, several conditions can be activated:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:66 msgid "" -"To do so, open the partner's contact form, go to the **Sales & Purchase** " -"tab, edit the **Fiscal Position** field, and click on *Save*." +":guilabel:`VAT Required`: the customer's VAT number must be present on their" +" contact form." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:67 +msgid "" +":guilabel:`Country Group` and :guilabel:`Country`: the fiscal position is " +"only applied to the selected country or country group." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position automatic application settings" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:75 msgid "" -"Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo " -"Accounting" +"Taxes on **eCommerce orders** are automatically updated once the customer " +"has logged in or filled out their billing details." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:98 -msgid "Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:100 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 msgid "" -"To manually select which Fiscal Position to use for a new Sales Order, " -"Invoice, or Bill, go to the **Other Info** tab and select the right **Fiscal" -" Position** *before* adding product lines." +"The fiscal positions' **sequence** defines which fiscal position is applied " +"if all conditions set on multiple fiscal positions are met simultaneously." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:110 -msgid ":doc:`taxcloud` (decommissioning TaxCloud integration in Odoo 17+)" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:82 +msgid "" +"For example, suppose the first fiscal position in a sequence targets " +"*country A* while the second fiscal position targets a *country group* that " +"comprises *country A*. In that case, only the first fiscal position will be " +"applied to customers from *country A*." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:111 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:89 +msgid "Manual application" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:91 +msgid "" +"To manually select a fiscal position, open a sales order, invoice, or bill, " +"go to the :guilabel:`Other Info` tab and select the desired " +":guilabel:`Fiscal Position` before adding product lines." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a sales order, invoice, or bill" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:102 +msgid "Assign to a partner" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:104 +msgid "" +"To define which fiscal position must be used by default for a specific " +"partner, go to :menuselection:`Accounting --> Customers --> Customers`, " +"select the partner, open the :guilabel:`Sales & Purchase` tab, and select " +"the :guilabel:`Fiscal Position`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a customer" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:115 +msgid ":doc:`taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:116 msgid ":doc:`B2B_B2C`" msgstr "" @@ -14815,7 +15335,6 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:8 #: ../../content/applications/finance/fiscal_localizations/chile.rst:8 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 msgid "" "Below you can find videos with a general description of the localization, " "and how to configure it." @@ -14831,9 +15350,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:23 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "Modules installation" msgstr "" @@ -14844,7 +15362,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:28 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 #: ../../content/applications/finance/fiscal_localizations/france.rst:59 #: ../../content/applications/finance/fiscal_localizations/india.rst:18 @@ -14852,9 +15370,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:36 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:68 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:18 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:16 @@ -14919,7 +15436,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:47 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:144 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 #: ../../content/applications/finance/fiscal_localizations/peru.rst:43 msgid "Configure your company" msgstr "" @@ -16745,7 +17262,7 @@ msgid "Fiscal reports parameters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:134 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:562 #: ../../content/applications/finance/fiscal_localizations/peru.rst:226 msgid "Multicurrency" msgstr "" @@ -17983,91 +18500,92 @@ msgstr "Kolumbia" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:7 msgid "" -"Odoo's Colombian localization package provides accounting, fiscal and legal " -"features in Colombia such as chart of accounts, taxes and electronic " -"invoicing." +"Odoo's Colombian localization package provides accounting, fiscal, and legal" +" features for databases in Colombia – such as chart of accounts, taxes, and " +"electronic invoicing." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:10 msgid "" -"In addition, we have a series of videos covering how to start from scratch, " -"configuration, main workflows, and specific use cases." +"In addition, a series of videos on the subject is also available. These " +"videos cover how to start from scratch, set up configurations, complete " +"common workflows, and provide in-depth looks at some specific use cases as " +"well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:14 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:15 msgid "" -"`Odoo Colombian localization videos " -"`_." +"`Smart Tutorial - Colombian Localization `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:25 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:26 msgid "" ":ref:`Install ` the following modules to get all the " "features of the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 msgid ":guilabel:`Colombia - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 msgid "`l10n_co`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:38 msgid "" "Default :ref:`fiscal localization package `. " "This module adds the base accounting features for the Colombian " -"localization: chart of accounts, taxes, withholdings, identification " +"localization: chart of accounts, taxes, withholdings, and identification " "document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:40 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 msgid ":guilabel:`Colombian - Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 msgid "`l10n_co_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 msgid "" "Includes accounting reports for sending certifications to suppliers for " "withholdings applied." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 msgid ":guilabel:`Electronic invoicing for Colombia with Carvajal`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 msgid "`l10n_co_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:46 msgid "" -"This module includes the features that are required for the integration with" -" Carvajal and generates the electronic invoices and support document related" -" to the vendor bills based on |DIAN| regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:48 -msgid ":guilabel:`Colombian - Point of Sale`" +"This module includes the features required for integration with Carvajal, " +"and generates the electronic invoices and support documents related to the " +"vendor bills, based on |DIAN| regulations." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 -msgid "`l10n_co_pos`" +msgid ":guilabel:`Colombian - Point of Sale`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 -msgid "Includes Point of Sale Receipt for Colombian Localization." +msgid "`l10n_co_pos`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:53 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:51 +msgid "Includes Point of Sale receipts for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:54 msgid "" -"When a database is created from scratch selecting :guilabel:`Colombia` as " -"the country, Odoo automatically installs the base modules *Colombia - " -"Accounting* and *Colombia - Accounting Reports*." +"When `Colombia` is selected for a company's :guilabel:`Fiscal Localization`," +" Odoo automatically installs certain modules." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:58 @@ -18077,291 +18595,375 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:60 msgid "" "To configure your company information, go to the :menuselection:`Contacts` " -"app and search for your company. Alternatively, activate :ref:`developer " -"mode ` and navigate to :menuselection:`General Setting --> " -"Company --> Update Info --> Contact`. Then, edit the contact form to " -"configure the following information:" +"app, and search for your company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:65 -msgid ":guilabel:`Company Name`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:66 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:63 msgid "" -":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " -":guilabel:`Zip Code`." +"Alternatively, activate :ref:`developer mode ` and navigate " +"to :menuselection:`General Setting --> Company --> Update Info --> Contact`." +" Then, edit the contact form and configure the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 -msgid "" -":guilabel:`Tax ID`: When it is a `NIT`, it must have the *verification " -"digit* at the end of the ID followed by a hyphen (`-`)." +msgid ":guilabel:`Company Name`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:70 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:68 +msgid "" +":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " +":guilabel:`ZIP` code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:69 +msgid "" +":guilabel:`Identification Number`: Select the :guilabel:`Identification " +"Type` (`NIT`, `Cédula de Ciudadanía`, `Registro Civil`, etc.). When the " +":guilabel:`Identification Type` is `NIT`, the :guilabel:`Identification " +"Number` **must** have the *verification digit* at the end of the ID prefixed" +" by a hyphen (`-`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:74 msgid "" "Next, configure the :guilabel:`Fiscal Information` in the :guilabel:`Sales &" " Purchase` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:72 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:147 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:76 msgid "" ":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " -"responsibility for the company (:guilabel:`O-13` Gran Contribuyente, " -":guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, " -":guilabel:`O-47` Regimen de tributación simple, :guilabel:`R-99-PN` No " -"Aplica)." +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, `R-99-PN` No Aplica)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:75 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:173 msgid "" ":guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente* this " "option should be selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:77 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:81 msgid "" -":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company " -"(:guilabel:`IVA`, :guilabel:`INC`, :guilabel:`IVA e INC`, :guilabel:`No " -"Aplica`)" +":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:177 msgid "" ":guilabel:`Commercial Name`: If the company uses a specific commercial name," " and it needs to be displayed in the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:87 msgid "Carjaval credentials configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:85 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:89 msgid "" -"Once the modules installed, the user credentials must be configured in order" -" to connect with Carvajal Web Service. Navigate to " +"Once the modules are installed, the user credentials **must** be configured," +" in order to connect with Carvajal Web Service. To do so, navigate to " ":menuselection:`Accounting --> Configuration --> Settings` and scroll to the" " :guilabel:`Colombian Electronic Invoicing` section. Then, fill in the " "required configuration information provided by Carvajal:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:90 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 msgid "" -":guilabel:`Username` and :guilabel:`Password`: Correspond to the username " -"and password provided by Carvajal to the company." +":guilabel:`Username` and :guilabel:`Password`: Username and password " +"(provided by Carvajal) to the company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:92 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:96 msgid "" ":guilabel:`Company Registry`: Company's NIT number *without* the " "verification code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:93 -msgid ":guilabel:`Account ID`: Company ID followed by `_01`." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:97 +msgid ":guilabel:`Account ID`: Company's NIT number followed by `_01`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:98 msgid "" ":guilabel:`Colombia Template Code`: Select one of the two available " -"templates (:guilabel:`CGEN03` or :guilabel:`CGNE04`) to be used in the PDF " -"format of the electronic invoice." +"templates (`CGEN03` or `CGNE04`) to be used in the PDF format of the " +"electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +msgid "" +"Enable the :guilabel:`Test mode` checkbox to connect with the Carvajal " +"testing environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:103 +msgid "" +"Once Odoo and Carvajal are fully configured and ready for production, " +"deactivate the :guilabel:`Test mode` checkbox to use the production " +"database." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "Configure credentials for Carvajal web service in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:111 msgid "" -"Check the :guilabel:`Test mode` checkbox to connect with the Carvajal " -"testing environment. Once Odoo and Carvajal are fully configured and ready " -"for production, uncheck the :guilabel:`Test mode` checkbox to use the " -"production database." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:106 -msgid "" -":guilabel:`Test mode` must be used **only** on replicated databases, **not**" +":guilabel:`Test mode` must **only** be used on duplicated databases, **not**" " the production environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 msgid "Report data configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:117 msgid "" "Report data can be defined for the fiscal section and bank information of " "the PDF as part of the configurable information sent in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:120 msgid "" -"Navigate to :menuselection:`Accounting --> Configuration --> Settings` and " -"scroll to the :guilabel:`Colombian Electronic Invoicing` section." +"Navigate to :menuselection:`Accounting --> Configuration --> Settings`, and " +"scroll to the :guilabel:`Colombian Electronic Invoicing` section, in order " +"to find the :guilabel:`Report Configuration` fields. Here the header " +"information for each report type can be configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:121 -msgid "Master data configuration" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +msgid ":guilabel:`Gran Contribuyente`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:125 +msgid ":guilabel:`Tipo de Régimen`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:126 +msgid ":guilabel:`Retenedores de IVA`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:127 -msgid "Identification information" +msgid ":guilabel:`Autorretenedores`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:128 +msgid ":guilabel:`Resolución Aplicable`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:129 -msgid "" -"Document types defined by the |DIAN| are available on the partner form as " -"part of the Colombian localization. Colombian partners must have their " -":guilabel:`Identification Number` (VAT) and :guilabel:`Document Type` set." +msgid ":guilabel:`Actividad Económica`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:130 +msgid ":guilabel:`Bank Information`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:135 +msgid "Master data configuration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:140 +msgid "" +"Partner contacts can be created in the *Contacts* app. To do so, navigate to" +" :menuselection:`Contacts`, and click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:143 +msgid "" +"Then, name the contact, and using the radio buttons, select the contact " +"type, either :guilabel:`Individual` or :guilabel:`Company`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:146 +msgid "" +"Complete the full :guilabel:`Address`, including the :guilabel:`City`, " +":guilabel:`State`, and :guilabel:`ZIP` code. Then, complete the " +"identification and fiscal information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +msgid "Identification information" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +msgid "" +"Identification types, defined by the |DIAN|, are available on the partner " +"form, as part of the Colombian localization. Colombian partners **must** " +"have their :guilabel:`Identification Number` (VAT) and :guilabel:`Document " +"Type` set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:157 msgid "" "When the :guilabel:`Document Type` is `NIT`, the :guilabel:`Identification " -"Number` needs to be configured in Odoo, including the *verification digit*; " -"Odoo splits this number when the data to is sent to the third party." +"Number` needs to be configured in Odoo, including the *verification digit at" +" the end of the ID, prefixed by a hyphen (`-`)*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:139 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:141 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:164 msgid "" -"The partner's responsibility codes (section 53 in the RUT document) are " -"included as part of the electronic invoicing module, as it is required by " -"the |DIAN|." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:144 -msgid "" -"The required fields can be found under :menuselection:`Partner --> Sales & " -"Purchase Tab --> Fiscal Information`:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:158 -#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:771 -msgid "Products" -msgstr "Produkty" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:160 -msgid "" -"In addition to adding general information (in the :guilabel:`General " -"Information` tab) on the product form, either the :guilabel:`UNSPSC " -"Category`, :guilabel:`Barcode`, or :guilabel:`Internal Reference` field must" -" also be configured." +"The partner's responsibility codes (section 53 in the :abbr:`RUT (Registro " +"único tributario)` document) are included as part of the electronic " +"invoicing module, as it is required by the |DIAN|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:167 msgid "" -"If sales transactions include products with taxes, the :guilabel:`Value " -"Type` field in the :guilabel:`Advanced Options` tab needs to be configured " -"per tax. To do so, go to :menuselection:`Accounting --> Configuration --> " -"Taxes`, and select the related tax." +"The required fields can be found under :menuselection:`Partner --> Sales & " +"Purchase Tab --> Fiscal Information section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:171 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:170 msgid "" -"Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, :guilabel:`Fuente`) " -"are also included. This configuration is used to display taxes in the " -"invoice PDF correctly." +":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, or `R-99-PN` No Aplica)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:175 +msgid "" +":guilabel:`Fiscal Regimen`: Select the tribute name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:251 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:700 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:817 +msgid "Products" +msgstr "Produkty" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:183 +msgid "" +"To manage products, navigate to :menuselection:`Accounting --> Customers -->" +" Products`, then click on a product." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 +msgid "" +"When adding general information on the product form, it is required that " +"either the :guilabel:`UNSPSC Category` (:guilabel:`Accounting` tab), or " +":guilabel:`Internal Reference` (:guilabel:`General Information` tab) field " +"is configured. Be sure to :guilabel:`Save` the product once configured." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:194 +msgid "" +"To create or modify taxes, go to :menuselection:`Accounting --> " +"Configuration --> Taxes`, and select the related tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:197 +msgid "" +"If sales transactions include products with taxes, the :guilabel:`Value " +"Type` field in the :guilabel:`Advanced Options` tab needs to be configured " +"per tax. Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, " +":guilabel:`Fuente`) are also included. This configuration is used to display" +" taxes correctly in the invoice PDF." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "The ICA, IVA and Fuente fields in the Advanced Options tab in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:209 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:91 msgid "Sales journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:211 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " "electronic invoice resolution, the sales journals related to the invoice " -"documents must be updated in Odoo. To do so, navigate to " -":menuselection:`Accounting --> Configuration --> Journals`." +"documents **must** be updated in Odoo. To do so, navigate to " +":menuselection:`Accounting --> Configuration --> Journals`, and select an " +"existing sales journal, or create a new one with the :guilabel:`Create` " +"button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 -msgid "Configure the following data in the :guilabel:`Advanced Settings` tab:" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:216 +msgid "" +"On the sales journal form, input the :guilabel:`Journal Name`, " +":guilabel:`Type`, and set a unique :guilabel:`Short Code` in the " +":guilabel:`Journals Entries` tab. Then, configure the following data in the " +":guilabel:`Advanced Settings` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:188 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:220 msgid "" ":guilabel:`Electronic invoicing`: Enable :guilabel:`UBL 2.1 (Colombia)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:221 msgid "" ":guilabel:`Invoicing Resolution`: Resolution number issued by |DIAN| to the " "company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:222 msgid ":guilabel:`Resolution Date`: Initial effective date of the resolution." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:223 msgid "" ":guilabel:`Resolution end date`: End date of the resolution's validity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:224 msgid "" ":guilabel:`Range of Numbering (minimum)`: First authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:225 msgid "" ":guilabel:`Range of Numbering (maximum)`: Last authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:228 msgid "" -"The sequence and resolution of the journal must match the one configured in " -"Carvajal and the |DIAN|." +"The sequence and resolution of the journal **must** match the one configured" +" in Carvajal and the |DIAN|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:200 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:232 msgid "Invoice sequence" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 msgid "" -"The invoice sequence and prefix must be correctly configured when the first " -"document is created." +"The invoice sequence and prefix **must** be correctly configured when the " +"first document is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 msgid "" -"Odoo automatically assigns a prefix and sequence to the following documents." +"Odoo automatically assigns a prefix and sequence to the following invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:208 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 msgid "Purchase journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:242 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " -"support document related to vendor bills, the purchase journals related to " -"their supporting documents need to be updated in Odoo. The process is " +"*support document* related to vendor bills, the purchase journals related to" +" their supporting documents need to be updated in Odoo. The process is " "similar to the configuration of the :ref:`sales journals `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:249 msgid "" "The :doc:`chart of accounts " "` is " @@ -18371,59 +18973,114 @@ msgid "" "Unico de Cuentas)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 msgid "Main workflows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:262 msgid "" -"The functional workflow taking place before an invoice validation does not " -"alter the main changes introduced with the electronic invoice." +"The following is a breakdown of the main workflow for electronic invoices " +"with the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:265 +msgid "Sender creates an invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:266 +msgid "Electronic invoice provider generates the legal XML file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:267 +msgid "" +"Electronic invoice provider creates the CUFE (Invoice Electronic Code) with " +"the electronic signature." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:269 +msgid "Electronic invoice provider sends a notification to |DIAN|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:270 +msgid "|DIAN| validates the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:271 +msgid "|DIAN| accepts or rejects the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +msgid "Electronic invoice provider generates the PDF invoice with a QR code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:273 +msgid "Electronic invoice provider sends invoice to the acquirer." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +msgid "" +"Acquirer sends a receipt of acknowledgement, and accepts or rejects the " +"invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:275 +msgid "Sender downloads a :file:`.zip` file with the PDF and XML." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 +msgid "Electronic invoice workflow for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:287 +msgid "" +"The functional workflow taking place before an invoice validation does " +"**not** alter the main changes introduced with the electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:290 msgid "" "Electronic invoices are generated and sent to both the |DIAN| and customer " "through Carvajal's web service integration. These documents can be created " -"from your sales order or manually. Go to :menuselection:`Accounting --> " -"Customers --> Invoices` and configure:" +"from your sales order or manually generated. To create a new invoice, go to " +":menuselection:`Accounting --> Customers --> Invoices`, and select " +":guilabel:`Create`. On the invoice form configure the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:244 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:295 msgid ":guilabel:`Customer`: Customer's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:245 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:296 msgid ":guilabel:`Journal`: Journal used for electronic invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:246 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 msgid "" ":guilabel:`Electronic Invoice Type`: Select the type of document. By " "default, :guilabel:`Factura de Venta` is selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:248 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 msgid "" ":guilabel:`Invoice Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:250 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 msgid "When done, click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:255 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 #: ../../content/applications/finance/fiscal_localizations/india.rst:117 #: ../../content/applications/finance/fiscal_localizations/india.rst:262 #: ../../content/applications/finance/fiscal_localizations/peru.rst:385 msgid "Invoice validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 msgid "" "After the invoice confirmation, an XML file is created and sent " "automatically to Carvajal. The invoice is then processed asynchronously by " @@ -18435,26 +19092,26 @@ msgstr "" msgid "Carvajal XML invoice file in Odoo chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:264 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:316 msgid "" "The :guilabel:`Electronic Invoice Name` field is now displayed in the " -":guilabel:`EDI Documents` tab with the name of the XML file. Additionally, " +":guilabel:`EDI Documents` tab, with the name of the XML file. Additionally, " "the :guilabel:`Electronic Invoice Status` field is displayed with the " "initial value :guilabel:`To Send`. To process the invoice manually, click on" " the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:324 msgid "Reception of legal XML and PDF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:326 msgid "" -"The electronic invoice vendor (Carvajal) receives the XML file and proceeds " -"to validate its structure and information." +"The electronic invoice vendor (Carvajal) receives the XML file, and proceeds" +" to validate its structure and information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:277 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:329 msgid "" "After validating the electronic invoice, proceed to generate a legal XML " "which includes a digital signature and a unique code (CUFE), a PDF invoice " @@ -18463,166 +19120,167 @@ msgid "" ":guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:282 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:334 msgid "" -"A ZIP containing the legal electronic invoice in XML format and the invoice " -"in PDF format is downloaded and displayed in the invoice chatter:" +"A :file:`.zip` containing the legal electronic invoice (in XML format) and " +"the invoice in (PDF format) is downloaded and displayed in the invoice " +"chatter:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "ZIP file displayed in the invoice chatter in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:288 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 msgid "The electronic invoice status changes to :guilabel:`Accepted`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:291 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:335 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:346 msgid "" "The process for credit notes is the same as for invoices. To create a credit" " note with reference to an invoice, go to :menuselection:`Accounting --> " -"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note` " +"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note`, " "and complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 msgid ":guilabel:`Credit Method`: Select the type of credit method." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 msgid "" ":guilabel:`Partial Refund`: Use this option when it is a partial amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:300 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:353 msgid "" ":guilabel:`Full Refund`: Use this option if the credit note is for the full " "amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:354 msgid "" ":guilabel:`Full refund and new draft invoice`: Use this option if the credit" " note is auto-validated and reconciled with the invoice. The original " "invoice is duplicated as a new draft." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:305 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:358 msgid ":guilabel:`Reason`: Enter the reason for the credit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:359 msgid "" ":guilabel:`Reversal Date`: Select if you want a specific date for the credit" " note or if it is the journal entry date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:361 msgid "" ":guilabel:`Use Specific Journal`: Select the journal for your credit note or" " leave it empty if you want to use the same journal as the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:310 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:363 msgid "" ":guilabel:`Refund Date`: If you chose a specific date, select the date for " "the refund." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:312 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 msgid "Once reviewed, click the :guilabel:`Reverse` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:315 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:317 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 msgid "" "The process for debit notes is similar to credit notes. To create a debit " "note with reference to an invoice, go to :menuselection:`Accounting --> " "Customers --> Invoices`. On the invoice, click the :guilabel:`Add Debit " -"Note` button and complete the following information:" +"Note` button, and enter the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:321 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:374 msgid ":guilabel:`Reason`: Type the reason for the debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:322 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:375 msgid ":guilabel:`Debit note date`: Select the specific options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:323 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:376 msgid "" ":guilabel:`Copy lines`: Select this option if you need to register a debit " "note with the same lines of invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:325 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 msgid "" ":guilabel:`Use Specific Journal`: Select the printer point for your debit " "note, or leave it empty if you want to use the same journal as the original " "invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:328 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:381 msgid "When done, click :guilabel:`Create Debit Note`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:331 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:384 msgid "Support document for vendor bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:333 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:386 msgid "" "With master data, credentials, and the purchase journal configured for " -"support documents related to vendor bills, you can start using support " -"documents." +"support documents related to vendor bills, you can start using *support " +"documents*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:336 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 msgid "" "Support documents for vendor bills can be created from your purchase order " "or manually. Go to :menuselection:`Accounting --> Vendors --> Bills` and " "fill in the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:339 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:392 msgid ":guilabel:`Vendor`: Enter the vendor's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:340 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:393 msgid ":guilabel:`Bill Date`: Select the date of the bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:394 msgid "" ":guilabel:`Journal`: Select the journal for support documents related to the" " vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:342 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:395 msgid "" ":guilabel:`Invoiced Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:397 msgid "" "Once reviewed, click the :guilabel:`Confirm` button. Upon confirmation, an " "XML file is created and automatically sent to Carvajal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:405 msgid "" "During the XML validation, the most common errors are related to missing " "master data (*Contact Tax ID*, *Address*, *Products*, *Taxes*). In such " @@ -18630,7 +19288,7 @@ msgid "" " invoice status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:356 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:409 msgid "" "After the master data is corrected, it's possible to reprocess the XML with " "the new data and send the updated version, using the :guilabel:`Retry` " @@ -18641,11 +19299,11 @@ msgstr "" msgid "XML validation errors shown in the invoice chatter in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:421 msgid "Certificado de Retención en ICA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:423 msgid "" "This report is a certification to vendors for withholdings made for the " "Colombian Industry and Commerce (ICA) tax. The report can be found under " @@ -18657,11 +19315,11 @@ msgstr "" msgid "Certificado de Retención en ICA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:432 msgid "Certificado de Retención en IVA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:380 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:434 msgid "" "This report issues a certificate on the amount withheld from vendors for VAT" " withholding. The report can be found under :menuselection:`Accounting --> " @@ -18672,11 +19330,11 @@ msgstr "" msgid "Certificado de Retención en IVA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:388 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:443 msgid "Certificado de Retención en la Fuente" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:390 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:445 msgid "" "This certificate is issued to partners for the withholding tax that they " "have made. The report can be found under :menuselection:`Accounting --> " @@ -22868,50 +23526,58 @@ msgstr "" msgid "Mexico" msgstr "Meksyk" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:22 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 +msgid "" +"A video on the Mexican localization is also available. This video covers how" +" to implement this localization from scratch, including how to set up the " +"configurations, how to complete common workflows, and provides an in-depth " +"look at several specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:24 msgid "" "`Video webinar of a complete demo " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:29 msgid "" -"Odoo users in Mexico have access to a set of modules that allow them to sign" -" electronic invoices according to the specifications of the |SAT| for " -"`version 4.0 of the CFDI " -"`_" -" , a legal requirement as of January 1, 2022." +"The Odoo Mexican localization modules allow for the signing of electronic " +"invoices, according to the specifications of the |SAT| for `version 4.0 of " +"the CFDI `_, " +"a legal requirement, as of January 1, 2022. These modules also add relevant " +"accounting reports (such as: the |DIOT|, enables foreign trade, and the " +"creation of delivery guides)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:32 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 msgid "" -"These modules also add relevant accounting reports (such as the |DIOT|, " -"enable foreign trade, and the creation of delivery guides)." +"In order to electronically sign any documents in Odoo, ensure the *Sign* " +"application is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:39 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 msgid "Requirements" msgstr "Wymagania" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:41 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:45 msgid "" -"Before making the necessary configurations to have the Mexican localization " -"installed in Odoo, it is necessary to meet the following requirements:" +"It is necessary to meet the following requirements before configuring the " +"Mexican localization modules in Odoo:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:46 -msgid "" -"Be registered in the |SAT|, with a valid :abbr:`RFC (Registro Federal de " -"Contribuyentes)`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:50 +msgid "Be registered in the |SAT|, with a valid |RFC|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:47 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:51 msgid "" "Have a `Certificate of Digital Seal `_ (CSD)." +"programas/ certificado-de-sello-digital>`_ (CSD)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:49 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 msgid "" "Choose a PAC (Proveedor Autorizado de Certificación / Authorized " "Certification Provider). Currently, Odoo works with the following |PAC|\\s: " @@ -22920,362 +23586,371 @@ msgid "" "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "" "Have knowledge and experience with billing, sales, and accounting in Odoo. " -"This documentation contains only the necessary information to use Odoo." +"This documentation **only** contains the necessary information needed to use" +" Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:59 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 +msgid "Installing modules" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:63 msgid "" -":ref:`Install ` the following modules to get the main " -"features of the Mexican localization:" +":ref:`Install ` the following modules to get all the " +"features of the Mexican localization. The :doc:`Accounting <../accounting>` " +"and *Contacts* modules are required to be installed for this configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:69 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:74 msgid ":guilabel:`Mexico - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:70 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 msgid "`l10n_mx`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 msgid "" -"The default :doc:`fiscal localization package " -"`, adds accounting " -"characteristics for the Mexican localization, such as the most common taxes " -"and the chart of accounts based on `the SAT account grouping code " +"The default :doc:`fiscal localization package <../fiscal_localizations>`, " +"adds accounting characteristics for the Mexican localization, such as: the " +"most common taxes and the chart of accounts – based on `the SAT account " +"grouping code " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:80 msgid ":guilabel:`EDI for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:81 msgid "`l10n_mx_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:77 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 msgid "" "Includes all the technical and functional requirements to generate and " "validate :doc:`Electronics Documents " -"`, " -"based on the technical documentation published by the SAT. This allows you " -"to send invoices (with or without addendas) and payment complements to the " +"<../accounting/customer_invoices/electronic_invoicing>` — based on the " +"technical documentation published by the |SAT|. This allows you to send " +"invoices (with or without addedums) and payment complements to the " "government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:86 msgid ":guilabel:`EDI v4.0 for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:83 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 msgid "`l10n_mx_edi_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:84 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:88 msgid "" "Necessary to create XML documents with the correct specifications of the " "CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:89 +msgid ":guilabel:`Odoo Mexican Localization Reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 +msgid "`l10n_mx_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 msgid "" -"When you install a database from scratch by selecting :guilabel:`Mexico` as " +"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " +"Balance, and |DIOT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:93 +msgid ":guilabel:`Mexico - Localization Reports for Closing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 +msgid "`l10n_mx_reports_closing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 +msgid "" +"Necessary to create the Closing Entry (Also known as the *month 13th move*)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:96 +msgid ":guilabel:`Odoo Mexican XML Polizas Export`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:97 +msgid "`l10n_mx_xml_polizas`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 +msgid "" +"Allows the export of XML files of Journal Entries for a compulsory audit." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 +msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 +msgid "`l10n_mx_xml_polizas_edi`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 +msgid "Complements the module `l10n_mx_xml_polizas`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:104 +msgid "" +"When installing a database from scratch and selecting :guilabel:`Mexico` as " "the country, Odoo automatically installs the following modules: " ":guilabel:`Mexico - Accounting`, :guilabel:`EDI for Mexico`, and " ":guilabel:`EDI v4.0 for Mexico`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 -msgid "" -"The following modules are needed to add Mexico's Electronic Accounting. They" -" require the :doc:`Accounting ` module to " -"be installed." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 -msgid ":guilabel:`Odoo Mexican Localization Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:102 -msgid "`l10n_mx_reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:103 -msgid "" -"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " -"Balance, and DIOT." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:105 -msgid ":guilabel:`Mexico - Localization Reports for Closing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:106 -msgid "`l10n_mx_reports_closing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:107 -msgid "" -"Necessary to create the Closing Entry (Also known as the month 13th move)." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:108 -msgid ":guilabel:`Odoo Mexican XML Polizas Export`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:109 -msgid "`l10n_mx_xml_polizas`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:110 -msgid "" -"Lets you export XML files of your Journal Entries for a compulsory audit." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:111 -msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:112 -msgid "`l10n_mx_xml_polizas_edi`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:113 -msgid "Complements the module `l10n_mx_xml_polizas`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 msgid "" "The following modules are optional. It's recommended to install them *only* " -"if you meet a specific requirement. Make sure that they are needed for your " +"if meeting a specific requirement. Make sure that they are needed for the " "business." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:118 msgid ":guilabel:`EDI for Mexico (Advanced Features)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:119 msgid "`l10n_mx_edi_extended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 msgid "" "Adds the external trade complement to invoices: A legal requirement for " "selling products to foreign countries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 msgid ":guilabel:`EDI v4.0 for Mexico (COMEX)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 msgid "`l10n_mx_edi_extended_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 msgid "Adapts the module `l10n_mx_edi_extended` for CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 msgid ":guilabel:`Mexico - Electronic Delivery Guide`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 msgid "`l10n_mx_edi_stock`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 msgid "" -"Lets you create a \"Carta Porte\": a bill of lading that proves to the " +"Lets you create a *Carta Porte*: A bill of lading that proves to the " "government you are sending goods between A & B with a signed electronic " "document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:136 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 msgid ":guilabel:`Electronic Delivery Guide for Mexico CFDI 4.0`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 msgid "`l10n_mx_edi_stock_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:138 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 msgid "Adapts the module `l10n_mx_edi_stock` for CFDI 4.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 msgid ":guilabel:`Odoo Mexico Localization for Stock/Landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:140 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 msgid "`l10n_mx_edi_landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 msgid "" "Allows managing customs numbers related to landed costs in electronic " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 msgid "" -"After installing the correct modules, you must verify that the company is " -"configured with the correct data. To do so, go to :menuselection:`Settings " -"--> General Settings --> Companies` and select :guilabel:`Update Info` under" -" your company name." +"After installing the correct modules, the next step is to verify that your " +"company is configured with the correct data. To do so, go to " +":menuselection:`Settings --> General Settings --> Companies`, and select " +":guilabel:`Update Info` under your company name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:150 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:143 msgid "" -"Enter your full :guilabel:`Address` in the resulting form including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +"Enter the full :guilabel:`Address` in the resulting form, including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:153 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 msgid "" -"According to the requirements of the CFDI 4.0, the name of your main contact" -" must coincide to your business name registered in the SAT without the legal" -" entity abbreviation." +"According to the requirements of the CFDI 4.0, the name of the main company " +"contact **must** coincide with your business name registered in the |SAT|, " +"without the legal entity abbreviation." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Requirements for a correct invoicing." +msgid "Main company contact requirements for a correct invoicing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:160 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:154 msgid "" -"From a legal point of view, a Mexican company must use the local currency " -"(MXN). Therefore, Odoo does not provide features to manage an alternative " -"configuration. If you want to manage another currency, let MXN be the " -"default currency and use a :doc:`pricelist " -"` instead." +"From a legal point of view, a Mexican company **must** use the local " +"currency (MXN). Therefore, Odoo does not provide features to manage an " +"alternative configuration. If you want to manage another currency, let MXN " +"be the default currency and use a :doc:`pricelist " +"<../../sales/sales/products_prices/prices/pricing>`, instead." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:165 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:159 msgid "" "Next, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing" -" (MX) --> Fiscal Regime`, and select the regime that applies to your company" -" from the drop-down list." +" (MX) --> Fiscal Regime`, then select the regime that applies to your " +"company from the drop-down list, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Fiscal regime configuration." +msgid "Fiscal regime configuration in the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:168 msgid "" -"If you want to test the Mexican localization, you can configure the company " -"with a real address within Mexico (including all fields), add `EKU9003173C9`" -" as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " +"If you want to test the Mexican localization, the company can be configured " +"with a real address within Mexico (including all fields), and add " +"`EKU9003173C9` as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " ":guilabel:`Company Name`. For the :guilabel:`Fiscal Regime`, use " ":guilabel:`General de Ley Personas Morales`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:178 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:623 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:653 msgid "Contacts" msgstr "Kontakty" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:180 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:176 msgid "" "To create a contact that can be invoiced, go to :menuselection:`Contacts -->" -" Create`. Then enter the contact's name, full :guilabel:`Address` including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +" Create`. Then, enter the contact name, full :guilabel:`Address` including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:185 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:181 msgid "" "As with your own company, all of your contacts needs to have their correct " "business name registered in the |SAT|. This also applies to the " -":guilabel:`Fiscal Regime` which needs to be added in the :guilabel:`MX EDI` " -"tab." +":guilabel:`Fiscal Regime`, which needs to be added in the :guilabel:`MX EDI`" +" tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:188 msgid "" "Some additional configurations for factor type and tax objects need to be " "added to the sales taxes in order to properly sign invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:196 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 msgid "Factor type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:198 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:194 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Taxes` then enable " -"the :guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab " -"for all records with the :guilabel:`Tax Type` set as :guilabel:`Sales`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:202 -msgid "" -"This is pre-loaded in the default taxes. If new ones are created, you need " -"to make sure to fill this field." +"The *Factor Type* field is pre-loaded in the default taxes. If new taxes are" +" created, you need to make sure to configure this field. To do so, go to " +":menuselection:`Accounting --> Configuration --> Taxes`, then enable the " +":guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab for " +"all records, with the :guilabel:`Tax Type` set as :guilabel:`Sales`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes configuration." +msgid "Factor Type Sales tax type configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:209 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 msgid "" -"Mexico manages two different kinds of 0% VAT: *0% VAT* and *VAT Exempt*. For" -" the former, select the :guilabel:`Factor Type` :guilabel:`Tasa`. For the " -"latter, use :guilabel:`Exento`." +"Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:213 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:206 +msgid "*0% VAT* set the :guilabel:`Factor Type` as :guilabel:`Tasa`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 +msgid "*VAT Exempt* set the :guilabel:`Factor Type` as :guilabel:`Exento`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:210 msgid "Tax object" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:215 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:212 msgid "" -"One requirement of the CFDI 4.0 is that the resulting XML file needs or does" -" not need to break down the taxes of the operation. There are three " -"different possible values that are added depending on specific " -"configurations:" +"One requirement of the CFDI 4.0 is that the resulting XML file needs (or " +"does not need) to break down the taxes of the operation. There are three " +"different possible values that are added in the XML file:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 +msgid "" +"`01`: Not subject to tax - this value is added automatically if your invoice" +" line doesn't contain any taxes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:218 +msgid "" +"`02`: Subject to tax - this is the default configuration of any invoice line" +" that contains taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 -msgid "`01`: Not subject to tax - your invoice must not contain any taxes." +msgid "" +"`03`: Subject to tax and not forced to break down - this value can be " +"triggered on-demand for certain customers to replace the value 02." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:220 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:222 msgid "" -"`02`: Subject to tax - your invoice contains taxes (default configuration)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:221 -msgid "" -"`03`: Subject to tax and not forced to breakdown - your invoice contains " -"taxes, and the contact configuration has the :guilabel:`No Tax Breakdown` " -"checkbox activated." +"To use the `03` value, navigate to :menuselection:`Contacts --> your " +"customer's invoice --> MX EDI tab`, and activate the :guilabel:`No Tax " +"Breakdown` checkbox." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Tax Breakdown SAT." +msgid "No Tax Breakdown option on the MX EDI tab of the customer's invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:228 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:230 msgid "" -"The :guilabel:`No Tax Breakdown` value applies only to specific fiscal " -"regimes and/or taxes. Consult your accountant first if it is needed for your" -" business before doing any modification." +"The :guilabel:`No Tax Breakdown` value applies **only** to specific fiscal " +"regimes and/or taxes. Consult your accountant first to see if it is needed " +"for your business before making any modification." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:232 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:235 msgid "Other tax configurations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:234 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:237 msgid "" "When registering a payment, Odoo will carry out the movement of taxes from " "the *Cash Basis Transition Account* to the account set in the " @@ -23284,227 +23959,238 @@ msgid "" "journal entry when reclassifying taxes. **Do not delete this account**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:239 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:242 msgid "" -"If you create a new tax, you need to add the correct :guilabel:`Tax Grids` " -"for it (`IVA`, `ISR` or `IEPS`). Odoo only supports these three groups of " -"taxes." +"If you create a new tax in :menuselection:`Accounting --> Configuration --> " +"Taxes`, you need to add the correct :guilabel:`Tax Grids` for it (`IVA`, " +"`ISR` or `IEPS`). Odoo **only** supports these three groups of taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes accounts." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:248 -msgid "" -"To configure products, go to the :guilabel:`Accounting` tab, and in the " -":guilabel:`UNSPSC Product Category` field, select the category that " -"represents that product. The process can be done manually or through :doc:`a" -" bulk import `." +msgid "Tax accounts available for Odoo." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:253 msgid "" -"All products need to have a |SAT| code associated with them in order to " +"To configure products, go to :menuselection:`Accounting --> Customers --> " +"Products`, then select a product to configure, or :guilabel:`Create` a new " +"one. In the :guilabel:`Accounting` tab, and in the :guilabel:`UNSPSC Product" +" Category` field, select the category that represents the product. The " +"process can be done manually, or through :doc:`a bulk import " +"<../../general/export_import_data>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:259 +msgid "" +"All products need to have an |SAT| code associated with them in order to " "prevent validation errors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:257 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Fakturowanie elektroniczne" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:260 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:266 msgid "PAC credentials" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:262 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 msgid "" "After you have processed your `Private Key (CSD) " "`_ with the |SAT|, you must register " +"traves-de-la-aplicacion- certifica>`_ with the |SAT|, you **must** register " "directly with the :ref:`PAC ` of your choice before you " "start creating invoices from Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:267 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:273 msgid "" -"Once you created your account with any of these providers, go to " +"Once you've created your account with any of these providers, go to " ":menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. " "Under the :guilabel:`MX PAC` section, enter the name of your |PAC| with your" " credentials (:guilabel:`PAC username` and :guilabel:`PAC password`)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "PAC credentials." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:275 -msgid "" -"If you do not have credentials and want to test the electronic invoicing, " -"you can activate the :guilabel:`Test Environment` checkbox and select " -":guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " -"username or password." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:280 -msgid ".cer and .key certificates" +msgid "Configuring PAC credentials from the Accounting settings." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:282 msgid "" -"You need to upload the `digital certificates of the company " +"If you do not have credentials, but want to test the electronic invoicing, " +"you can activate the :guilabel:`MX PAC test environment` checkbox, and " +"select :guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " +"username or password for a test environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:287 +msgid ".cer and .key certificates" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:289 +msgid "" +"The `digital certificates of the company " "`_ " -"within the section :guilabel:`MX Certificates`. Select :guilabel:`Add a " -"line` and a window will open. Click on :guilabel:`Create`, and from there " -"upload your digital certificate (:file:`.cer` file), your key (:file:`.key` " -"file), and your password. To finish, click on :guilabel:`Save and Close`." +"must be uploaded within the :guilabel:`MX Certificates` section. To do so, " +"navigate to :menuselection:`Settings --> Accounting --> Electronic Invoicing" +" (MX)`. Under the :guilabel:`MX Certificates` section, select :guilabel:`Add" +" a line`, and a window will open. Click :guilabel:`Create`, and from there, " +"upload your digital :guilabel:`Certificate` (:file:`.cer` file), your " +":guilabel:`Certificate Key` (:file:`.key` file), and your " +":guilabel:`Certificate Password`. To finish, click on :guilabel:`Save & " +"Close`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Certificate and key." +msgid "Certificate and key upload inputs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:292 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 msgid "" "If you still do not have one of the contracted |PAC|\\s and you want to test" -" electronic invoicing you can use the following |SAT| test certificates:" +" electronic invoicing, you can use the following |SAT| test certificates:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:295 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:306 msgid ":download:`Certificate `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:296 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 msgid ":download:`Certificate Key `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:297 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:308 msgid "**Password**: ``12345678a``" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:311 msgid "Workflows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:305 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:316 msgid "" "The invoicing process in Odoo is based on `Annex 20 " "`_ version" " 4.0 of electronic invoicing of the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:312 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:323 msgid "" "To start invoicing from Odoo, a customer invoice must be created using the " -":doc:`standard invoicing flow " -"`." +":doc:`standard invoicing flow <../accounting/customer_invoices>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:315 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:326 msgid "" -"When the document is in draft mode, you can make any changes to it (add the " -"correct :guilabel:`Payment Way` or :guilabel:`Usage` that the customer might" -" require, for example.)" +"While the document is in draft mode, changes can be made to it (the correct " +":guilabel:`Payment Way` or :guilabel:`Usage` that the customer might require" +" can be added, for example.)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:318 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:329 msgid "" "After you :guilabel:`Confirm` the customer invoice, a blue message appears " "stating: :guilabel:`The invoice will be processed asynchronously by the " -"following E-invoicing service: CFDI (4.0)`. Pressing the :guilabel:`Process " -"Now` button sends the document to be signed by the government. On success, " -"the :guilabel:`Fiscal Folio` field appears on the document and the XML file " -"is attached in the chatter." +"following E-invoicing service: CFDI (4.0)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:325 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:332 msgid "" -"If you press :guilabel:`Retry` in the field :guilabel:`SAT status` of the " -"invoice, you can confirm if the XML file is valid in the SAT." +"Pressing the :guilabel:`Process Now` button sends the document to the " +"government so it can be signed. After receiving the signed document back " +"from the government, the :guilabel:`Fiscal Folio` field appears on the " +"document, and the XML file is attached in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:328 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +msgid "" +"If you click :guilabel:`Retry` in the :guilabel:`SAT status` field on the " +"invoice, you can confirm if the XML file is valid in the |SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:340 msgid "" "If you are in a testing environment, you will always receive the message " ":guilabel:`Not Found`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:330 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:342 msgid "" -"To send the signed invoice to your client by mail, you can send the XML " -"together with the PDF file directly from Odoo by clicking the " -":guilabel:`Send and Print` button. You can also download the PDF file to " -"your computer by clicking the :guilabel:`Print` button and selecting the " -"desired option." +"To send the signed invoice to your client by mail, you can send both the XML" +" and PDF files together, directly from Odoo, by clicking the :guilabel:`Send" +" & Print` button. You can also download the PDF file to your computer, by " +"clicking the :guilabel:`Print` button, and selecting the desired print " +"option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 msgid "" "While an invoice is a document type \"I\" (Ingreso), a credit note is a " "document type \"E\" (Egreso)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:339 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:352 msgid "" "The only addition to the :doc:`standard flow for credit notes " -"` is that, " -"as a requirement of the SAT, there has to be a relation between a credit " -"note and an invoice through the fiscal folio." +"<../accounting/customer_invoices/credit_notes>` is that, as a requirement of" +" the |SAT|, there has to be a relation between a credit note and an invoice " +"through the fiscal folio." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:343 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 msgid "" -"Because of this, the field :guilabel:`CFDI Origin` adds this relation with a" -" `01|`, followed by the fiscal folio of the original invoice." +"Because of this requirement, the field :guilabel:`CFDI Origin` adds this " +"relation with a `01|`, followed by the fiscal folio of the original invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Creating a credit note." +msgid "Example CFDI Origin number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 msgid "" -"For the :guilabel:`CFDI Origin` field to be added automatically, use the " -"button :guilabel:`Add Credit Note` from the invoice instead of creating it " +"For the :guilabel:`CFDI Origin` field to be automatically added, use the " +":guilabel:`Add Credit Note` button from the invoice, instead of creating it " "manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:354 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 msgid "Payment complements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:357 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:371 msgid "Payment policy" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:359 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:373 msgid "" -"One of the additions of the Mexican Localization is the field " -":guilabel:`Payment Policy`. `According to the SAT documentation " +"One addition of the Mexican localization is the :guilabel:`Payment Policy` " +"field . `According to the SAT documentation " "`_, there may be 2 types of payments:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:365 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:378 msgid "" "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or " "Deferred)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:367 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 msgid "" "The difference lies in the *Due Date* or *Payment Terms* of the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:382 msgid "" -"To configure |PUE| invoices, you must select an invoice :guilabel:`Due Date`" -" within the same month or choose a payment term that does not imply changing" +"To configure |PUE| invoices, navigatge to :menuselection:`Accounting --> " +"Customers --> Invoices`, and either select an invoice :guilabel:`Due Date` " +"within the same month, or choose a payment term that does not imply changing" " the due month (immediate payment, 15 days, 21 days, all falling within the " "current month)." msgstr "" @@ -23513,713 +24199,708 @@ msgstr "" msgid "Example of an invoice with the PUE requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 msgid "" -"Some :guilabel:`Payment Terms` are already installed by default. You can " -"check them in :menuselection:`Accounting --> Configuration --> Payment " +"Some :guilabel:`Payment Terms` are already installed by default, and can be " +"managed from :menuselection:`Accounting --> Configuration --> Payment " "Terms`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:395 msgid "" -"To configure |PPD| invoices, you need to choose a :guilabel:`Due Date` after" -" the first day of the following month (this also applies if your " -":guilabel:`Payment Term` is due in the following month)." +"To configure |PPD| invoices, navigate to :menuselection:`Accounting --> " +"Customers --> Invoices`, and select an invoice with a :guilabel:`Due Date` " +"after the first day of the following month. This also applies if your " +":guilabel:`Payment Term` is due in the following month." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PPD requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:387 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:404 msgid "" "Because the |PPD| policy implies that an invoice is not going to get paid at" " the moment, the correct :guilabel:`Payment Way` for the |PPD| invoices is " ":guilabel:`99 - Por Definir` (To define)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 -msgid "Payment flow" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:394 -msgid "" -"In both cases, the payment process in Odoo :doc:`is the same " -"`, the main difference " -"would be that payments related to |PPD| invoices trigger the creation of a " -"document type \"P\" (Pago)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:398 -msgid "" -"If a payment is related to a |PUE| invoice, it can be registered with the " -"wizard and be associated with the corresponding invoice. Its status will be " -":guilabel:`In Payment` since the payment is effectively validated when it is" -" bank reconciled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:405 -msgid "" -"While this process is the same for PPD invoices, the addition of the " -"creation of an :doc:`electronic document " -"` " -"means that some additional requirements are needed to correctly send the " -"document to the SAT." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 -msgid "" -"You need to confirm the specific :guilabel:`Payment Way` where you received " -"the payment. Because of this, this field cannot be :guilabel:`99 - Por " -"Definir` (To Define)." +msgid "Payment flow" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:411 msgid "" -"If you are going to add a bank account to the customer in the " -":guilabel:`Accounting` tab of their contact, it needs to have a valid " -"number." +"In both cases, the payment process in Odoo :doc:`is the same " +"<../accounting/customer_invoices>`, the main difference being payments " +"related to |PPD| invoices trigger the creation of a document type \"P\" " +"(Pago)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:415 msgid "" +"If a payment is related to a |PUE| invoice, it can be registered with the " +"wizard, and be associated with the corresponding invoice. To do so, navigate" +" to :menuselection:`Accounting --> Customers --> Invoices`, and select an " +"invoice. Then, click the :guilabel:`Register Payment` button. The invoice " +"status changes to :guilabel:`In Payment`, since the payment is effectively " +"validated when it is bank reconciled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:422 +msgid ":doc:`../accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:424 +msgid "" +"While this process is the same for PPD invoices, the addition of the " +"creating an :doc:`electronic document " +"<../accounting/customer_invoices/electronic_invoicing>` means some " +"additional requirements are needed to correctly send the document to the " +"|SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:428 +msgid "" +"From an invoice, you need to confirm the specific :guilabel:`Payment Way` " +"where you received the payment. Because of this, the :guilabel:`Payment Way`" +" field **cannot** be set as `99 - Por Definir (To Define)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:432 +msgid "" +"If you are going to add a bank account number in the :guilabel:`Accounting` " +"tab of a customer's contact card, it must have a valid account number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:436 +msgid "" "The exact configurations are in the `Anexo 20 of the SAT " "`_. " "Usually, the :guilabel:`Bank Account` needs to be 10 or 18 digits for " "transfers, 16 for credit or debit cards." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:419 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 msgid "" "If a payment is related to a signed invoice with the :guilabel:`Payment " "Policy` `PPD`, Odoo generates the corresponding payment complement " -"automatically once you press :guilabel:`Process Now`." +"automatically, once you click :guilabel:`Process Now`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "CFDI (4.0) E-invoicing service process payment now message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:426 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 msgid "" -"A payment in MXN cannot be used to pay multiple invoices in USD. Rather, the" -" payment should be separated into multiple payments created using the " +"A payment in MXN **cannot** be used to pay multiple invoices in USD. " +"Instead, the payment should be separated into multiple payments, using the " ":guilabel:`Register Payment` button on the corresponding invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:431 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:454 msgid "Invoice cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:433 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 msgid "" -"It is possible to cancel the EDI documents sent to the SAT. According to the" -" `Reforma Fiscal 2022 `_, since January 1st 2022, there are two requirements for " -"this:" +"It is possible to cancel the EDI documents sent to the |SAT|. According to " +"the `Reforma Fiscal 2022 `_, since January 1st, 2022, there are two " +"requirements for this:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:437 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 msgid "" -"With all cancellation requests, you have to specify a *cancellation reason*." +"With all cancellation requests, you **must** specify a *cancellation " +"reason*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:438 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:461 msgid "" -"After 24 hours have passed, the client must be asked to accept the " -"cancellation." +"After 24 hours have passed since the creation of the invoice, the client " +"**must** be asked to accept the cancellation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:464 msgid "" "There are four different cancellation reasons. In Odoo, you can cancel " "invoices with the reasons *01 Invoices sent with errors with a relation*, " "and *02 Invoices sent with errors without a relation*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:444 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:467 +msgid "" +"The following sections break down the process of canceling invoices for each" +" cancellation reason in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:471 +msgid "" +"Odoo has certain limitations to canceling invoices in the |SAT|: The reasons" +" 03 and 04 (*Operation did not take place* and *Nominative transactions " +"related to a global invoice*, respectively) are not currently supported by " +"Odoo. For this, you need to cancel the invoice directly in the |SAT|, and " +"press :guilabel:`Retry` in the :guilabel:`SAT Status field`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 msgid "01 - invoices sent with errors with a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:446 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 msgid "" -"This cancellation motive has to be used when a new invoice needs to " -"substitute the original one, due to an error in any field." +"This cancellation reason must be used when a new invoice needs to substitute" +" the original one, due to an error in any field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 -msgid "Copy the :guilabel:`Fiscal Folio` of the *old invoice*" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:450 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 msgid "" -"Paste it into the field :guilabel:`CFDI Origin` of the *new invoice*, " -"followed by a `04|`" +"Begin by navigating to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. Copy the :guilabel:`Fiscal Folio` " +"from the old invoice. Then, navigate to the new invoice, and in the " +":guilabel:`CFDI Origin` field, add the value `04|` and paste the " +":guilabel:`Fiscal Folio` of the old invoice after the value. Finally, sign " +"the new document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:451 -msgid "Sign the new document." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:487 +msgid "" +"Next, navigate back to the old invoice, and notice the " +":guilabel:`Substituted By` field is now available. Click the " +":guilabel:`Request EDI Cancellation` button on the old invoice, and then " +"click :guilabel:`Process Now` in the blue section that appears. The invoice " +"status changes to :guilabel:`Canceled`, and a confirmation is logged in the " +"chatter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 +msgid "" +"Now, the invoice should be canceled in the |SAT| as well. You can confirm " +"this was done correctly, by pressing :guilabel:`Retry` in the |SAT| status " +"field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:495 +msgid "" +"If the document was canceled more than 24 hours after its creation, you may " +"need to ask the client to accept the cancellation in their “Buzón " +"Tributario” directly from the `SAT website `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 +msgid "" +"The `04|` is only a code that helps Odoo to perform this process. It has no " +"relation to the method 04 reason for cancellation." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Old invoice with CFDI Origin." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 -msgid "" -"Go back to the *old invoice*, the field :guilabel:`Substituted By` should " -"appear." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:457 -msgid "Click the :guilabel:`Request EDI Cancellation` button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:458 -msgid "" -"As if it were a regular invoice, a blue field then appears on the invoice. " -"Click :guilabel:`Process Now`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 -msgid "" -"The invoice status is moved to :guilabel:`Cancelled` and you receive a " -"confirmation in the chatter." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 01 properly canceled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:466 msgid "" -"Now, the invoice should be canceled in the SAT too. You can confirm that " -"this was done correctly by pressing :guilabel:`Retry` in the SAT status " -"field." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:469 -msgid "" -"If the document was canceled after 24 hours, it is possible that the client " -"must be asked to accept the cancellation in their \"Buzón Tributario\"." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:473 -msgid "" -"The `04|` is only a code that helps Odoo to perform this process. It has no " -"relation to the method 04 reason for cancellation." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 -msgid "02 - invoices sent with errors without a relation" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 -msgid "" -"This cancellation motive has to be used when an invoice was sent with an " -"error in any field and does not need to be replaced by another one." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 -msgid "" -"For this case, all that is required is to click on :guilabel:`Request EDI " -"Cancellation`, and then press click the :guilabel:`Process Now` button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 02 properly canceled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:488 -msgid "" -"As the field :guilabel:`Substituted By` does not exist, the SAT should " -"detect automatically that the cancellation reason is 02." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 -msgid "" -"Odoo has certain limitations to canceling invoices in the SAT: The reasons " -"03 and 04 (*Operation did not take place* and *Nominative transactions " -"related to a global invoice*) are not currently supported by Odoo. For this," -" you need to cancel the invoice directly in the SAT and use a *Server " -"Action*." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:498 -msgid "Payment cancellations" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 -msgid "" -"It is also possible to cancel *Payment Complements*. For this, go to the " -"payment and select :guilabel:`Request EDI Cancellation`. As with invoices, a" -" blue button will appear. Select :guilabel:`Process now`, and the document " -"will be sent to the SAT. After a few seconds, you can press " -":guilabel:`Retry` to confirm the current SAT status." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:505 -msgid "The payment moves their status to :guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:508 -msgid "" -"Just like invoices, when you create a new *Payment Complement*, you can add " -"the relation of the original document by adding a `04|` plus the fiscal " -"folio." +"Invoice with the Substituted By field referencing the CFDI Origin invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:512 -msgid "Invoicing special use cases" +msgid "02 - invoices sent with errors without a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:515 -msgid "CFDI to public" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:514 +msgid "" +"This cancellation reason has to be used when an invoice was sent with an " +"error in any field, and does not need to be replaced by another one." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:517 msgid "" +"For this case, navigate to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. From here, the only requirement is to" +" click the :guilabel:`Request EDI Cancellation` button, and then click the " +":guilabel:`Process Now` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:521 +msgid "" +"Because the field :guilabel:`Substituted By` does not appear when using this" +" cancellation reason, the |SAT| should automatically detect that the " +"cancellation reason is 02." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:525 +msgid "Payment cancellations" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:527 +msgid "" +"It is also possible to cancel *Payment Complements*. For this, go to the " +"payment, via :menuselection:`Accounting --> Customers --> Payments`, and " +"select :guilabel:`Request EDI Cancellation`. As with invoices, a blue button" +" will appear. Click :guilabel:`Process now`, and the document will be sent " +"to the |SAT|. After a few seconds, you can click :guilabel:`Retry` to " +"confirm the current |SAT| status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:536 +msgid "" +"Just like invoices, when you create a new *Payment Complement*, you can add " +"the relation of the original document, by adding a `04|` plus the fiscal " +"folio in the :guilabel:`CFDI Origin` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:540 +msgid "Invoicing special use cases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:543 +msgid "CFDI to public" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:545 +msgid "" "If the customer you are selling goods or services to does not require an " "invoice, a *CFDI to Public* has to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:520 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:548 msgid "" -"However, if you use the name `PUBLICO EN GENERAL`, an error will be " -"triggered. This is a main change in the CFDI 4.0 that states that invoices " -"with that specific name needs additional fields." +"If you use the :guilabel:`Customer` name `PUBLICO EN GENERAL`, an error will" +" be triggered. This is a main change in the CFDI 4.0 that requires invoices " +"with that specific name to need additional fields, which Odoo does not " +"currently support. So, for a *CFDI to Public* to be created, you need to add" +" any name to your customer that is **not** `PUBLICO EN GENERAL`. (For " +"example: `CLIENTE FINAL`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:523 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:553 msgid "" -"Odoo currently does not support this. So for a *CFDI to Public* to be " -"created, you need to add any name to your customer that is not `PUBLICO EN " -"GENERAL`. (For example `CLIENTE FINAL`)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:526 -msgid "" -"In addition to this, the zip code of your company, and the generic " -":guilabel:`RFC` ``XAXX010101000`` are needed. The :guilabel:`Fiscal Regime` " -"of your customer must be `Sin obligaciones fiscales`." +"In addition to this, it is required that the :guilabel:`ZIP` code of your " +"company is added, the generic |RFC| is set as `XAXX010101000`, and the " +":guilabel:`Fiscal Regime` of your customer must be set as: `Sin obligaciones" +" fiscales`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "CFDI to Public Error." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:535 -msgid "" -"The main currency in Mexico is MXN. While this is mandatory for all Mexican " -"companies, it is possible to send and receive invoices and payments in " -"different currencies. To do this, you can enable the use of " -":doc:`multicurrency " -"`. And select " -":guilabel:`Mexican Bank` as the service in :menuselection:`Accounting --> " -"Settings --> Currency`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:541 -msgid "" -"This way, in the XML file of the document you get the correct exchange rate " -"and the total amount both in the foreign currency and in MXN." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:544 -msgid "" -"It is highly recommended to use :doc:`a bank account for each currency " -"`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Multi-currency configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:551 -msgid "" -"The only currencies that automatically update their exchange rate daily are " -"USD, EUR, GBP, and JPY." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:555 -msgid "Down payments" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:557 -msgid "" -"There can be cases where you receive a payment in advance from a customer, " -"that needs to be applied to an invoice later. In order to do this in Odoo, " -"it is required to properly link invoices to each other with the " -":guilabel:`CFDI Origin` field." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:561 -msgid "" -"It is necessary to have the :doc:`Sales ` app " -"installed." +msgid "CFDI to Public Customer field configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:564 msgid "" +"The main currency in Mexico is MXN. While this is mandatory for all Mexican " +"companies, it is possible to send and receive invoices (and payments) in " +"different currencies. To enable the use of :doc:`multicurrency " +"<../accounting/get_started/multi_currency>`, navigate to the " +":menuselection:`Accounting --> Settings --> Currencies`, and set " +":guilabel:`Mexican Bank` as the :guilabel:`Service` in the " +":guilabel:`Automatic Currency Rates` section. Then, set the " +":guilabel:`Interval` field to the frequency you wish to update the exchange " +"rates." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +msgid "" +"This way, the XML file of the document will have the correct exchange rate, " +"and the total amount, in both the foreign currency and in MXN." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +msgid "" +"It is highly recommended to use :doc:`a bank account for each currency " +"<../accounting/bank/foreign_currency>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:578 +msgid "" +"The only currencies that automatically update their exchange rate daily are:" +" USD, EUR, GBP, and JPY." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Multi-currency configuration in the Accounting settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:586 +msgid "Down payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +msgid "" +"There can be cases where you receive a payment in advance from a customer " +"that needs to be applied to an invoice later. In order to do this in Odoo, " +"it is required to properly link invoices to each other with the " +":guilabel:`CFDI Origin` field. To do so, it is necessary to have the " +":doc:`Sales <../../sales>` app installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +msgid "" "`The official documentation for registration of down payments in Mexico " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:567 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:597 msgid "" "First, navigate to the :menuselection:`Sales` app to create a product " -"`Anticipo` and configure it: the :guilabel:`Product Type` must be " -":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` `84111506 " -"Servicios de facturación`." +"`Anticipo` and configure it. The :guilabel:`Product Type` must be " +":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` must be: " +"`84111506 Servicios de facturación`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:601 msgid "" "Then, go to :menuselection:`Sales --> Settings --> Invoicing --> Down " -"Payments` and add the product as the default." +"Payments`, and add the *Anticipo* product as the default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 msgid "" "Create a sales order with the total amount, and create a down payment " "(either using a percentage or fixed amount). Then, sign the document, and " ":guilabel:`Register the Payment`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:577 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:607 msgid "" "When the time comes for the customer to get the final invoice, create it " -"again from the same sales order. In the :guilabel:`Create Invoices` wizard " -"select :guilabel:`Regular Invoice` and uncheck :guilabel:`Deduct down " +"again from the same sales order. In the :guilabel:`Create Invoices` wizard, " +"select :guilabel:`Regular Invoice`, and uncheck :guilabel:`Deduct down " "payments`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:581 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:611 msgid "" -"Then, copy the :guilabel:`Fiscal Folio` from the first invoice and paste it " -"into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " -"`07|`. Sign the document." +"Then, copy the :guilabel:`Fiscal Folio` from the first invoice, and paste it" +" into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " +"`07|` before the value. Then, sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:584 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:615 msgid "" "After this, create a credit note for the first invoice. Copy the " -":guilabel:`Fiscal Folio` from the second invoice and paste it in the " -":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Sign " -"the document." +":guilabel:`Fiscal Folio` from the second invoice, and paste it in the " +":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Then, " +"sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:619 msgid "" "With this, all electronic documents are linked to each other. The final step" " is to fully pay the new invoice. At the bottom of the new invoice, you can " -"find :guilabel:`Outstanding credits` in the credit note, add it as payment. " -"Finally, register the remaining amount with the :guilabel:`Register Payment`" -" wizard." +"find the credit note in the :guilabel:`Outstanding credits` - add it as " +"payment. Finally, register the remaining amount with the :guilabel:`Register" +" Payment` wizard." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 msgid "External trade" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:596 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:627 msgid "" "The external trade is a complement to a regular invoice that adds certain " -"values in both the XML and PDF, according to `SAT regulations " -"`_." +"values in both the XML and PDF, to invoices with a foreign customer " +"according to `SAT regulations " +"`_," +" such as:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:600 -msgid "" -"This adds certain mandatory fields to invoices with a foreign customer, such" -" as:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:602 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:631 msgid "The specific address of the receiver and the sender" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:603 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:632 msgid "" "The addition of a :guilabel:`Tariff Fraction` that identifies the type of " "product" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 msgid "" "The correct :guilabel:`Incoterm` (International Commercial Terms), among " -"others." +"others (*certificate of origin* and *special units of measure*)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:606 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:636 msgid "" "This allows the correct identification of exporters and importers, in " "addition to expanding the description of the merchandise sold." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:609 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:639 msgid "" -"Since January 1st, 2018, it is a requirement for taxpayers who carry export " -"operations of A1 type. While the current CFDI is 4.0, the external trade is " -"currently on version 1.1" +"Since January 1, 2018, external trade is a requirement for taxpayers, who " +"carry export operations of type A1. While the current CFDI is 4.0, the " +"external trade is currently on version 1.1" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:612 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:642 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended` " "and :guilabel:`l10n_mx_edi_extended_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:616 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 msgid "" -"Before installing, make sure first that your business needs to use this " -"feature. Consult your accountant first if needed before doing any " -"modification." +"Before installing, make sure your business needs to use this feature. " +"Consult your accountant first, if needed, before installing any modules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:655 msgid "" -"While the CFDI 4.0 requirements ask you to add a valid zip code in your " -"contact, the external trade complement adds as a mandatory field the " -":guilabel:`City` and the :guilabel:`State`. All three fields must coincide " -"with the `Official SAT Catalog `_ or you will receive an " -"error." +"To configure your company contact for external trade, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select your " +":guilabel:`Company`. While the CFDI 4.0 requirements ask you to add a valid " +":guilabel:`ZIP` code in your contact, the external trade complement adds the" +" requirement that your :guilabel:`City` and the :guilabel:`State` must also " +"be valid. All three fields must coincide with the `Official SAT Catalog " +"`_, or you will receive an error." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:630 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 msgid "" -"Add the :guilabel:`City` and :guilabel:`State` in the company's contract, " +"Add the :guilabel:`City` and :guilabel:`State` in the company's *contact*, " "not in the company itself. You can find your company's contact in " -":menuselection:`Accounting --> Customers --> Customers`" +":menuselection:`Accounting --> Customers --> Customers`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:634 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:666 msgid "" "The fields :guilabel:`Locality` and :guilabel:`Colony Code` are optional and" " can be added in the company directly in :menuselection:`Settings --> " -"General Settings --> Companies`. These two have to coincide with the data in" -" the SAT." +"General Settings --> Companies`. These two fields have to coincide with the " +"data in the |SAT|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Optional External Trade Company fields." +msgid "Optional external trade company fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:641 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:674 msgid "" -"The contact data for the foreign receiving client must have the following " -"fields completed to avoid errors:" +"To configure the contact data for a foreign receiving client, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select the " +"foreign client's contact. The contact must have the following fields " +"completed to avoid errors:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:644 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:678 msgid "" "The entire company :guilabel:`Address`, including a valid :guilabel:`ZIP` " "code and the foreign :guilabel:`Country`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:680 msgid "" "The format of the foreign :guilabel:`VAT` (tax identification number, for " "example: Colombia `123456789-1`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:648 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:682 msgid "" "In the :guilabel:`MX EDI` tab, you need to address if the customer receives " "goods for a period of time temporarily (:guilabel:`Temporary`) or " "permanently (:guilabel:`Definitive`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:686 msgid "" -"If you create this contact based in another from Mexico, make sure that you " -"delete any information in the field :guilabel:`Fiscal Regime`. Do not use " -":guilabel:`No Tax Breakdown` either." +"If the new contact was created by duplicating another existing contact from " +"Mexico, make sure to delete any carried over information from the " +":guilabel:`Fiscal Regime` field. In addition, do not enable the " +":guilabel:`No Tax Breakdown` option. Selecting this option hides mandatory " +"fields that are required for external trade contact configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Customer fields." +msgid "Required external trade customer fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:658 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:696 msgid "" -"In the resulting XML and PDF, the :guilabel:`VAT` is automatically replaced " -"by the generic VAT for abroad transactions: `XEXX010101000`." +"In the resulting XML and PDF files, the :guilabel:`VAT` is automatically " +"replaced by the generic VAT for abroad transactions: `XEXX010101000`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:664 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:702 msgid "" -"All products involved with external trade must fill four fields, two of them" -" exclusive to this feature." +"All products involved with external trade have four fields that are " +"required, two of them exclusive to external trade." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:667 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:705 msgid "" "The :guilabel:`Internal Reference` of the product is in the " ":guilabel:`General Information` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:668 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 msgid "The :guilabel:`Weight` of the product must be more than `0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:669 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:707 msgid "" "The `correct `_" " :guilabel:`Tariff Fraction` of the product in the :guilabel:`Accounting` " "tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:671 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:709 msgid "" "The :guilabel:`UMT Aduana` corresponds to the :guilabel:`Tariff Fraction`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Product fields." +msgid "Required external trade product fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:677 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:716 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `01`, the correct " ":guilabel:`UMT Aduana` is `kg`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:679 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:718 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `06`, the correct " ":guilabel:`UMT Aduana` is `Units`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:683 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 msgid "Invoicing flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:724 msgid "" "Before creating an invoice, it is important to take into account that " "external trade invoices require to convert the amounts of your product into " -"USD. Therefore, we need to have :doc:`multicurrency enabled " -"` and activate " -"USD in the :guilabel:`Currencies` section. The correct :guilabel:`Service` " -"to run is :guilabel:`Mexican Bank`." +"USD. Therefore, :doc:`multicurrency " +"<../accounting/get_started/multi_currency>` **must** be enabled and *USD* " +"**must** be activated in the :guilabel:`Currencies` section. The correct " +":guilabel:`Service` to run is :guilabel:`Mexican Bank`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 msgid "" -"With the correct exchange rate set up in :menuselection:`Accounting --> " -"Settings --> Currency`, the only fields left are :guilabel:`Incoterm` and " -":guilabel:`Certificate Source` in the :guilabel:`Other Info` tab. The latter" -" is optional." +"Then, with the correct exchange rate set up in :menuselection:`Accounting " +"--> Settings --> Currency`, the only fields left are :guilabel:`Incoterm` " +"and the optional :guilabel:`Certificate Source` in the :guilabel:`Other " +"Info` tab." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "External Trade Other Info." +msgid "External trade Other Info tab of a product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:698 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:738 msgid "" -"Sign the invoice with the same process as a regular one: Press the " -":guilabel:`Process Now` button." +"Finally, sign the invoice with the same process as a regular invoice, and " +"click the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:701 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:742 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:703 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:744 msgid "" "A `Carta Porte `_ is a bill of lading: a document that states the type, quantity, " "and destination of goods being carried." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:747 msgid "" "On December 1st, 2021, version 2.0 of this CFDI was implemented for all " "transportation providers, intermediaries, and owners of goods. Odoo is able " -"to generate a document type \"T\" (Traslado) which, unlike other documents, " -"is created in a delivery order instead of an invoice or payment." +"to generate a document type \"T\" (Traslado), which, unlike other documents," +" is created in a delivery order instead of an invoice or payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:710 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 msgid "" -"Odoo can create XML and PDF files with or without ground transport and can " -"process materials that are treated as *Dangerous Hazards*." +"Odoo can create XML and PDF files with (or without) ground transport, and " +"can process materials that are treated as *Dangerous Hazards*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:713 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended`, " ":guilabel:`l10n_mx_edi_extended_40`, :guilabel:`l10n_mx_edi_stock` and " ":guilabel:`l10n_mx_edi_stock_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:717 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 msgid "" "In addition to this, it is necessary to have the :doc:`Inventory " -"` and :doc:`Sales " -"` apps configured." +"<../../inventory_and_mrp/inventory>` and :doc:`Sales <../../sales/sales>` " +"apps installed, as well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 msgid "" -"Odoo does not support Carta Porte type \"I\" (Ingreso), air, or marine " -"transport. Consult your accountant first if this feature is needed before " -"doing any modifications." +"Odoo does not support Carta Porte type document type \"I\" (Ingreso), air, " +"or marine transport. Consult your accountant first if this feature is needed" +" before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:728 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:768 msgid "Odoo manages two different types of CFDI:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:770 msgid "" -"**No Federal Highways**: It is used when the *Distance to Destination* is " -"`less than 30 KM " +"**No Federal Highways**: Is used when the *Distance to Destination* is `less" +" than 30 KM " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:732 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:772 msgid "" -"**Federal Transport**: It is used when the *Distance to Destination* exceeds" -" 30 KM." +"**Federal Transport**: Is used when the *Distance to Destination* exceeds 30" +" KM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:734 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:774 msgid "" -"Other than the standard requirements of regular invoicing (The RFC of the " -"customer, the UNSPSC code...), if you are using *No Federal Highways*, no " -"external configuration is needed." +"Other than the standard requirements of regular invoicing (The |RFC| of the " +"customer, the UNSPSC code, etc.), if you are using *No Federal Highways*, no" +" external configuration is needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:737 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:777 msgid "" "For *Federal Transport*, several configurations have to be added to " "contacts, vehicle setups, and products. Those configurations are added to " "the XML and PDF files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:781 msgid "Contacts and vehicles" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:743 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:783 msgid "" -"Like with the external trade feature, the address in both your company and " -"your final customer has to be complete. The zip code, city, and state must " -"coincide with the `Official SAT Catalog `_" +"Like the external trade feature, the :guilabel:`Address` in both the company" +" and the final customer must be complete. The :guilabel:`ZIP` code, " +":guilabel:`City`, and :guilabel:`State` must coincide with the `Official SAT" +" Catalog for Carta Porte _`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:748 -msgid "The field :guilabel:`Locality` is optional for both addresses." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:788 +msgid "The field, :guilabel:`Locality`, is optional for both addresses." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Contacts." +msgid "Delivery guide contact configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:795 msgid "" "The origin address used for the delivery guide is set in " ":menuselection:`Inventory --> Configuration --> Warehouses Management --> " @@ -24227,7 +24908,7 @@ msgid "" "change it according to your correct warehouse address." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:799 msgid "" "Another addition to this feature is the :guilabel:`Vehicle Setups` menu " "found in :menuselection:`Inventory --> Settings --> Mexico`. This menu lets " @@ -24235,153 +24916,170 @@ msgid "" "order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:803 msgid "All fields are mandatory to create a correct delivery guide." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:806 +msgid "" +"The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, " +"must contain between 5 to 7 characters." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:809 +msgid "" +"In the :guilabel:`Intermediaries` section, you must add the operator of the " +"vehicle. The only mandatory fields for this contact are the :guilabel:`VAT` " +"and :guilabel:`Operator Licence`." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Vehicle Configurations required fields." +msgid "Delivery guide vehicle configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:767 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:819 msgid "" -"In the :guilabel:`Intermediaries` section, you need to add the operator of " -"the vehicle. The only mandatory fields for this contact are the " -":guilabel:`VAT` and :guilabel:`Operator Licence`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:773 -msgid "" -"Like with regular invoicing, all products must have a :guilabel:`UNSPSC " +"Similar to regular invoicing, all products must have a :guilabel:`UNSPSC " "category`. In addition to this, there are two extra configurations for " "products involved in delivery guides:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:776 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 msgid "" "The :guilabel:`Product Type` must be set as :guilabel:`Storable Product` for" " stock movements to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:778 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 msgid "" "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` should have " -"more than 0." +"more than `0`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +msgid "" +"Creating a delivery guide of a product with the value `0` will trigger an " +"error. As the :guilabel:`Weight` has been already stored in the delivery " +"order, it is needed to return the products, and create the delivery order " +"(and delivery guide) again with the correct amounts." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Product Configurations." +msgid "Delivery guide product configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:784 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 msgid "Sales and inventory flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:786 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:838 msgid "" "To create a delivery guide, first, you need to create and confirm a sales " -"order. This generates a :guilabel:`Delivery` smart button. Press it and " -":guilabel:`Validate` the transfer." +"order from :menuselection:`Sales --> Sales Order`. This generates a " +":guilabel:`Delivery` smart button. Click it, and :guilabel:`Validate` the " +"transfer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:789 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 msgid "" -"After the status is set to :guilabel:`Done`, you can edit the transfer and " +"After the status is set to :guilabel:`Done`, you can edit the transfer, and " "select the :guilabel:`Transport Type` (either :guilabel:`No Federal " "Highways` or :guilabel:`Federal Transport`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:793 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:846 msgid "" "If your delivery guide has the type :guilabel:`No Federal Highways`, you can" -" save the transfer and then press :guilabel:`Generate Delivery Guide`. The " +" save the transfer, and then click :guilabel:`Generate Delivery Guide`. The " "resulting XML can be found in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:797 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:850 msgid "" "Other than the :guilabel:`UNSPSC` in all products, delivery guides that use " ":guilabel:`No Federal Highways` do not require any special configuration to " "be sent to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:800 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:853 msgid "" -"If your delivery guide has the type :guilabel:`Federal Transport`, the tab " -":guilabel:`MX EDI` appears. In there, write a value in :guilabel:`Distance " -"to Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle " -"Setup` used for this delivery." +"If your delivery guide has the type, :guilabel:`Federal Transport`, the tab " +":guilabel:`MX EDI` appears. There, enter a value in :guilabel:`Distance to " +"Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle Setup` " +"used for this delivery." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide MX EDI tab configuration." +msgid "Delivery guide MX EDI tab configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:808 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 msgid "Dangerous hazards" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:810 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 msgid "" "Certain values in the :guilabel:`UNSPSC Category` are considered in the " "`official SAT catalog " "`_" -" as dangerous hazards. These categories need additional considerations when " -"creating a delivery guide with :guilabel:`Federal Transport`." +" as *dangerous hazards*. These categories need additional considerations " +"when creating a delivery guide with :guilabel:`Federal Transport`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:815 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:869 msgid "" -"In the product, the fields :guilabel:`Hazardous Material Designation Code " -"(MX)` and :guilabel:`Hazardous Packaging (MX)` must be filled with the " -"correct code from the |SAT| catalog." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:818 -msgid "" -"In the vehicle setup, the data from the :guilabel:`Environment Insurer` and " -":guilabel:`Environment Insurance Policy` has to be filed too." +"First, select your product from :menuselection:`Inventory --> Products --> " +"Products`. Then, in the :guilabel:`Accounting` tab, the fields " +":guilabel:`Hazardous Material Designation Code (MX)` and " +":guilabel:`Hazardous Packaging (MX)` must be filled with the correct code " +"from the |SAT| catalog." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide environment required fields." +msgid "Delivery guide hazardous material product required fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:877 msgid "" -"After this, continue with the regular process to create a delivery guide." +"In :menuselection:`Inventory --> Settings --> Mexico --> Vehicle Setup`, the" +" data from the :guilabel:`Environment Insurer` and :guilabel:`Environment " +"Insurance Policy` has to be filed, as well. After this, continue with the " +"regular process to create a delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Delivery Guide environment insurer required fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 msgid "Customs numbers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:829 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:888 msgid "" "A *customs declaration* (Pedimento Aduanero) is a fiscal document that " "certifies that all contributions to the fiscal entity (the |SAT|) has been " -"paid, for the import/export of goods." +"paid for, including the import/export of goods." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:832 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 msgid "" "According to the `Annex 20 " "`_ of CFDI" " 4.0, in documents where the invoiced goods come from a first-hand import " -"operation, the field :guilabel:`Customs Number` needs to be added to all " +"operation, the field, :guilabel:`Customs Number`, needs to be added to all " "lines of products involved with the operation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:896 msgid "" -"For this, the module :guilabel:`l10n_mx_edi_landing` has to be installed, in" -" addition to the :doc:`Inventory " -"`, :doc:`Purchase " -"` and :doc:`Sales " -"` apps configured." +"To do so, the module :guilabel:`l10n_mx_edi_landing` must be installed, in " +"addition to the :doc:`Inventory <../../inventory_and_mrp/inventory>`, " +":doc:`Purchase <../../inventory_and_mrp/purchase>` and :doc:`Sales " +"<../../sales/sales>` apps." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:901 msgid "" "Do not confuse this feature with external trade. The customs numbers are " "directly related to importing goods, while the external trade complement is " @@ -24389,389 +25087,408 @@ msgid "" "needed before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:849 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:908 msgid "" "In order to track the correct customs number for a specific invoice, Odoo " "uses :doc:`landed costs " -"`." +"<../../inventory_and_mrp/inventory/management/reporting/integrating_landed_costs>`." " Go to :menuselection:`Inventory --> Configuration --> Settings --> " -"Valuation`. Make sure that :guilabel:`Landed Costs` is activated." +"Valuation`, and make sure that the :guilabel:`Landed Costs` feature is " +"activated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:854 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 msgid "" -"First, a *service*-type product called `Pedimento` has to be created. In the" -" :guilabel:`Purchase` tab, check :guilabel:`Is a Landed Cost` and select a " -":guilabel:`Default Split Method`." +"Begin by creating a *service*-type product called, `Pedimento`. In the " +":guilabel:`Purchase` tab, activate :guilabel:`Is a Landed Cost`, and select " +"a :guilabel:`Default Split Method`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:857 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 msgid "" -"After this, we need to configure the *storable products* that holds the " -"customs numbers. We need to make sure that the product category has the " -"following configuration:" +"Then, configure the *storable products* that hold the customs numbers. To do" +" so, create the storable products, and make sure the :guilabel:`Product " +"Category` has the following configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:860 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 msgid "" ":guilabel:`Costing Method`: Either :guilabel:`FIFO` or :guilabel:`AVCO`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:861 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:920 msgid ":guilabel:`Inventory Valuation`: :guilabel:`Automated`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:921 msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventario`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:863 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 msgid ":guilabel:`Stock Journal`: :guilabel:`Inventory Valuation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:923 msgid "" ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:865 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 msgid "" ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Storable products configurations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:871 -msgid "Purchase and sales flow" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:873 -msgid "" -"Create a :guilabel:`Purchase Order`, and confirm the order. This should " -"trigger a :guilabel:`Receipt` smart button. Validate the receipt too." +msgid "Storable products general configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs Number Purchase." +msgid "Storable product category configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:879 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:935 +msgid "Purchase and sales flow" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 msgid "" -"Go to :menuselection:`Inventory --> Operations --> Landed Costs` and create " -"a new record. Add the transfer that you just created, and both the product " -"`Pedimento` and :guilabel:`Customs number`." +"After you configure your product, follow the standard :doc:`purchase flow " +"<../../inventory_and_mrp/purchase>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:882 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:940 +msgid "" +"Create a purchase order from :menuselection:`Purchase --> Orders --> " +"Purchase Order`. Then, confirm the order to display a :guilabel:`Receipt` " +"smart button. Click on the :guilabel:`Receipt` smart button to " +":guilabel:`Validate` the receipt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:944 +msgid "" +"Go to :menuselection:`Inventory --> Operations --> Landed Costs`, and create" +" a new record. Add the transfer that you just created, and both: the product" +" `Pedimento` and :guilabel:`Customs number`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 msgid "" "Optionally, you can add a cost amount. After this, validate the landed cost." " Once :guilabel:`Posted`, all products related to that receipt have the " "customs number assigned." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:951 msgid "" -"You can only add the Pedimentos number once, so be careful when associating " -"the correct number with the transfer(s)." +"You can only add the *Pedimentos* number **once**, so be careful when " +"associating the correct number with the transfer(s)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs number Inventory." +msgid "Customs number on a landed costs Inventory record." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:958 msgid "" -"Now, create a sales order and confirm it. This should trigger a " +"Now, create a sales order, and confirm it. This should trigger a " ":guilabel:`Delivery` smart button. Validate it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:895 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:961 msgid "" -"Finally, create an invoice from the sales order and confirm it. The invoice " -"line related to your product has a customs number in it." +"Finally, create an invoice from the sales order, and confirm it. The invoice" +" line related to your product has a customs number in it. This number should" +" match the customs number added in the *Landed Costs* record you created " +"earlier." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Customs number on confirmed sales order product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:902 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:970 msgid "Electronic accounting" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:904 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:972 msgid "" "For Mexico, `Electronic Accounting " "`_ refers to the obligation to keep accounting records and " -"entries through electronic means and to enter accounting information on a " -"monthly basis through the SAT's website." +"entries through electronic means, and to enter accounting information on a " +"monthly basis, through the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:909 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:977 msgid "It consists of three main XML files:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:911 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:979 msgid "" "The updated list of the chart of accounts that you are currently using." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:912 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:980 msgid "" -"A monthly trial balance, plus a closing entry report also known as *Trial " +"A monthly trial balance, plus a closing entry report, also known as: *Trial " "Balance Month 13*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 msgid "" -"Either optional or for a compulsory audit, an export of the journal entries " -"in your general ledger." +"Either optional, or for a compulsory audit, an export of the journal entries" +" in your general ledger." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 msgid "" "The resulting XML files follow the requirements of the `Anexo Técnico de " "Contabilidad Electrónica 1.3 " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:987 msgid "" "In addition to this, you can generate the `DIOT " "`_: A report of vendor's " -"journal entries that involves IVA taxes that can be exported in :file:`.txt`" -" file." +"journal entries that involve IVA taxes that can be exported in a " +":file:`.txt` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:992 msgid "" "In order to use these reports, the modules :guilabel:`l10n_mx_reports`, " ":guilabel:`l10n_mx_reports_closing`, :guilabel:`l10n_mx_xml_polizas` and " ":guilabel:`l10n_mx_xml_polizas_edi` have to be installed, as well as the " -":doc:`Accounting `." +":doc:`Accounting <../accounting/get_started>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:929 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 msgid "" -"You can find all of those reports in :menuselection:`Accounting --> " -"Reporting --> Mexico`." +"You can find the *Chart of accounts*, *Trial Balance Month 13*, and *DIOT* " +"reports in :menuselection:`Accounting --> Reporting --> Mexico`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 msgid "" "The specific characteristics and obligations of the reports that you send " "might change according to your fiscal regime. Always contact your accountant" " before sending any documents to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 -msgid "Catálogo de cuentas (chart of accounts)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:939 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 msgid "" -"The :doc:`chart of accounts " -"` in México " -"follows a specific pattern based in SAT's `Código agrupador de cuentas " +"The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` " +"in México follows a specific pattern based on |SAT|'s' `Código agrupador de " +"cuentas " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:943 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1014 msgid "" -"You can create any account as long as it respects |SAT|'s encoding group, " -"This pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." +"You can create any account, as long as it respects |SAT|'s encoding group: " +"the pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 msgid "Some examples are `102.01.99` or `401.01.001`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:949 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1020 msgid "" -"When you create a new account in :menuselection:`Accounting --> " -"Configuration --> Chart of Accounts`, if you follow this pattern, you get " -"the correct grouping code in :guilabel:`Tags`, and your account appears in " -"the COA report." +"When a new account is created in :menuselection:`Accounting --> " +"Configuration --> Chart of Accounts`, with the |SAT| encoding group pattern," +" the correct grouping code appears in :guilabel:`Tags`, and your account " +"appears in the *COA* report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:953 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 msgid "" -"Once you created all your accounts, and made sure that you put the correct " -":guilabel:`Tags` in them." +"Once you create all your accounts, make sure the correct :guilabel:`Tags` " +"are added." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:956 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1027 msgid "" "You cannot use any pattern that ends a section with a 0 (such as " "`100.01.01`, `301.00.003` or `604.77.00`). This triggers errors in the " "report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:959 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1030 msgid "" -"Once all is set up, you can go to :menuselection:`Accounting --> Reporting " -"--> Mexico --> COA` and press the button :guilabel:`SAT (XML)`." +"Once everything is set up, you can go to :menuselection:`Accounting --> " +"Reporting --> Mexico --> COA`, and click the :guilabel:`SAT (XML)` button to" +" generate an XML file containing all of your accounts, which will be ready " +"to upload to the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:963 -msgid "Balanza de comprobación (trial balance)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:965 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 msgid "" "The trial balance reports the initial balance, credit, and total balance of " -"your accounts, provided that you added their correct encoding group." +"your accounts, provided that you added their correct :ref:`encoding group " +"`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:968 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1040 msgid "" -"This report can be generated monthly, and an XML file version is created if " -"you go to :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance` and press the button :guilabel:`SAT (XML)`. Select the month you " -"want to download beforehand." +"This report can be generated monthly, and a corresponding XML file is " +"created, if you go to :menuselection:`Accounting --> Reporting --> Mexico " +"--> Trial Balance`, and click the :guilabel:`SAT (XML)` button. Select the " +"month you want to download beforehand." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Report." +msgid "Trial balance report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:976 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1049 msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:978 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1051 msgid "" "An additional report is the *Month 13*: a closing balance sheet that shows " "any adjustments or movements made in the accounting to close the year." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1054 msgid "" -"In order to be able to generate this XML document, you have to go to " -":menuselection:`Accounting --> Accounting --> Miscellaneous --> Journal " -"Entries` and create a new document. Here, you can add all amounts that you " -"want to modify, and you can balance the debit and/or credit of each one." +"To generate this XML document, navigate to :menuselection:`Accounting --> " +"Accounting --> Miscellaneous --> Journal Entries`, and create a new " +"document. Here, add all amounts to modify, and balance the debit and/or " +"credit of each one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:985 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1058 msgid "" -"After this is done, press :guilabel:`Mark as Closing Entry`, and the report " +"After this is done, click :guilabel:`Mark as Closing Entry`, and the report " "found in :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance Month 13` contains the total amount of the year, plus all the " +"Balance Month 13`, contains the total amount of the year, plus all the " "additions of the journal entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:989 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1062 msgid "" -"You can generate the XML file by pressing the button :guilabel:`SAT (XML)`." +"The XML file is generated by pressing the :guilabel:`SAT (XML)` button." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Month 13 Setup." +msgid "Trial Balance Month 13 setup." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:995 -msgid "Pólizas (general ledger)" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Trial Balance Month 13 report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1075 msgid "" -"By law, all transactions in Mexico must be recorded digitally. Because Odoo " +"By law, all transactions in Mexico must be recorded digitally. Since Odoo " "automatically creates all the underlying journal entries of your invoicing " -"and payments, you can export your journal entries to comply with SAT's " -"audits or tax refunds." +"and payments, you can export your journal entries to comply with |SAT|'s " +"audits and/or tax refunds." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1080 msgid "" -"This XML file is created in :menuselection:`Accounting --> Reporting --> " -"Audit Reports --> General Ledger`." +"You can filter by period, or by journal, according to your current needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1005 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 msgid "" -"You can filter by period or by journal, according to your current needs." +"To create the XML, go to :menuselection:`Accounting --> Reporting --> Audit " +"Reports --> General Ledger`, and click :guilabel:`XML (Polizas)`. Here, you " +"can select between four types of :guilabel:`Export` types:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1007 -msgid "" -"After you press :guilabel:`XML (Polizas)`, a wizard appears. In here, you " -"can select between four types of :guilabel:`Export type`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1086 +msgid ":guilabel:`Tax audit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1087 +msgid ":guilabel:`Audit certification`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1088 +msgid ":guilabel:`Return of goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1089 +msgid ":guilabel:`Compensation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1091 msgid "" -"For :guilabel:`Tax audit` or :guilabel:`Audit certification`, you need to " -"write the :guilabel:`Order Number` provided by the |SAT| for " -":guilabel:`Return of goods` or :guilabel:`Compensation`, you need to write " +"For :guilabel:`Tax audit`, or :guilabel:`Audit certification`, you need to " +"write the :guilabel:`Order Number` provided by the |SAT|. For " +":guilabel:`Return of goods`, or :guilabel:`Compensation`, you need to write " "your :guilabel:`Process Number`, also provided by the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Types of Polizas." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1097 msgid "" "If you want to see this report without sending it, use `ABC6987654/99` for " ":guilabel:`Order Number` and `AB123451234512` for :guilabel:`Process " "Number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1022 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1101 msgid "DIOT report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1103 msgid "" "The DIOT (Declaración Informativa de Operaciones con Terceros / *Informative" " Declaration of Operations with Third Parties*) is an additional obligation " -"with the |SAT|, where we give the current status of our creditable and non-" -"creditable payments, withholdings and refunds of VAT from your vendor bills." +"with the |SAT|, where the current status of creditable and non-creditable " +"payments, withholdings, and refunds of VAT from your vendor bills, are " +"provided to the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1029 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1108 msgid "" -"Unlike other reports, this is uploaded to a software provided by the |SAT| " -"that contains the A-29 form. In Odoo, you can download the records of your " -"transactions in a :file:`.txt` file that you can upload to the form, " +"Unlike other reports, the |DIOT| is uploaded to a software provided by the " +"|SAT| that contains the A-29 form. In Odoo, you can download the records of " +"your transactions as a :file:`.txt` file that can be uploaded to the form, " "avoiding direct capture of this data." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1033 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1112 msgid "" -"This file contains the total amount of your payments registered in vendor " -"bills, broken down into the corresponding types of IVA. The :guilabel:`VAT` " -"and :guilabel:`Country` is mandatory for all vendors." +"The transactions file contains the total amount of your payments registered " +"in vendor bills, broken down into the corresponding types of IVA. The " +":guilabel:`VAT` and :guilabel:`Country` is mandatory for all vendors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1116 msgid "" -"To get the report, go to :menuselection:`Accounting --> Reports --> Mexico " -"--> Transactions with third parties [DIOT]`. Select the month that suits " -"you, and press :guilabel:`DIOT (TXT)` to download the :file:`.txt` file." +"To get the |DIOT| report, go to :menuselection:`Accounting --> Reports --> " +"Mexico --> Transactions with third parties [DIOT]`. Select the month that " +"suits you, and click :guilabel:`DIOT (TXT)` to download the :file:`.txt` " +"file." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example." +msgid "A Vendor Bill that is In Payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1045 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "DIOT (TXT) download button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1129 msgid "" -"You need to fill the field :guilabel:`L10N Mx Type of Operation` in the " +"You need to fill the field, :guilabel:`L10N Mx Type of Operation`, in the " ":guilabel:`Accounting` tab of each one of your vendors to prevent validation" " errors. Make sure that your foreign customers have their country set up for" " :guilabel:`L10N Mx Nationality` to appear automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example contact." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:0 +msgid "DIOT information on a vendor contact." msgstr "" #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:3 @@ -27503,7 +28220,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 #: ../../content/applications/finance/payment_acquirers/ogone.rst:9 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:93 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:98 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 msgid ":ref:`payment_acquirers/add_new`" @@ -27515,7 +28232,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:51 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:162 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:167 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 #: ../../content/applications/finance/payment_acquirers/stripe.rst:133 msgid ":doc:`../payment_acquirers`" @@ -28401,7 +29118,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:99 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:95 msgid "Settings in Odoo" msgstr "" @@ -28435,10 +29152,19 @@ msgid "" msgstr "" #: ../../content/applications/finance/payment_acquirers/paypal.rst:9 +msgid "" +"While PayPal is available in `over 200 countries/regions " +"`_, only `a selection " +"of currencies are supported " +"`_." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/paypal.rst:14 msgid "Settings in PayPal" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:16 msgid "" "To access your PayPal account settings, log into PayPal, open the " ":guilabel:`Account Settings`, and open the :guilabel:`Website payments` " @@ -28449,24 +29175,24 @@ msgstr "" msgid "PayPal account menu" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:19 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:24 msgid "" "Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return " "`, :ref:`PDT `, and :ref:`IPN ` " "**must** all be enabled." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:25 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:30 msgid "Auto Return" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:27 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:32 msgid "" "The **Auto Return** feature automatically redirects customers to Odoo once " "the payment is processed." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:29 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:34 msgid "" "From :guilabel:`Website payments`, go to :menuselection:`Website preferences" " --> Update --> Auto return for website payments --> Auto return` and select" @@ -28475,17 +29201,17 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:35 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 msgid "" "Any URL does the job. Odoo only needs the setting to be enabled since it " "uses another URL." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:45 msgid "Payment Data Transfer (PDT)" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:42 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 msgid "" ":abbr:`PDT (Payment Data Transfer)` allows to receive payment confirmations," " displays the payment status to the customers, and verifies the authenticity" @@ -28493,7 +29219,7 @@ msgid "" "scroll down to :guilabel:`Payment data transfer` and select :guilabel:`On`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:52 msgid "" "PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return " "` and :ref:`Payment Data Transfer (PDT) ` " @@ -28501,11 +29227,11 @@ msgid "" ":guilabel:`Payment data transfer` to display the token again." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:54 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:59 msgid "Instant Payment Notification (IPN)" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:56 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:61 msgid "" ":abbr:`IPN (Instant Payment Notifications)` is similar to **PDT**, but " "allows for more notifications, such as chargeback notifications. To enable " @@ -28515,11 +29241,11 @@ msgid "" "(Enabled)`, and :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:63 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:68 msgid "PayPal Account Optional" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:65 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:70 msgid "" "We advise not to prompt customers to log in with a PayPal account upon " "payment. It is better and more accessible for customers to pay with a " @@ -28528,11 +29254,11 @@ msgid "" ":guilabel:`PayPal account optional`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:71 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:76 msgid "Payment Messages Format" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:73 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:78 msgid "" "If you use accented characters (or anything other than primary Latin " "characters) for customer names or addresses, then you **must** configure the" @@ -28540,7 +29266,7 @@ msgid "" "not, some transactions fail without notice." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:77 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 msgid "" "To do so, go to `your production account `_. Then, click " @@ -28548,7 +29274,7 @@ msgid "" ":guilabel:`UTF-8`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:87 msgid "" "For Encrypted Website Payments & EWP_SETTINGS error, please check the " "`Paypal documentation `_." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:85 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 msgid "" "Configure your :ref:`Paypal Sandbox account `, then follow " "this `link Configuration --> Payment " @@ -28576,36 +29302,36 @@ msgid "" "credentials in the :guilabel:`Credentials` tab:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:102 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 msgid ":guilabel:`Email`: the login email address in Paypal;" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:103 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:108 msgid "" ":guilabel:`PDT Identity Token`: the key used to verify the authenticity of " "transactions;" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:104 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 msgid ":guilabel:`Use IPN`: enable for PayPal to work properly in Odoo." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:112 msgid "Save the :guilabel:`PDT Identity Token` for later use." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:114 msgid "" "To set the :guilabel:`PDT Identity Token`, switch to :ref:`developer mode " "` and retrieve the token by following the configuration " "steps at :ref:`paypal/pdt`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:113 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:118 msgid "The PayPal **Merchant ID** is not required in Odoo." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:115 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 msgid "" "If you are trying PayPal as a test, using a :ref:`PayPal Sandbox account " "`, change the :guilabel:`State` to :guilabel:`Test Mode`. We" @@ -28613,31 +29339,31 @@ msgid "" "database." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:125 msgid "Extra fees" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:122 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:127 msgid "" "You can charge **extra fees** to customers choosing to pay with PayPal in " "order to cover the transaction fees PayPal charges you. Once redirected to " "Paypal, your customer sees an extra amount applied to the order amount." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:126 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 msgid "" "To activate this option, go to :menuselection:`Accounting --> Configuration " "--> Payment Acquirers` and select :guilabel:`PayPal`. Then, go to the " ":guilabel:`Fees` tab and tick the :guilabel:`Add Extra Fees` box." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:136 msgid "" "You can refer to `Paypal Fees `_ to set up fees." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:133 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:138 msgid "" "`Traders in the EU " "`_ using " "your PayPal credentials, which creates two sandbox accounts:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:148 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 msgid "" "A business account (to use as merchants, e.g., " "`pp.merch01-facilitator@example.com " "`_);" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:150 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:155 msgid "" "A default personal account (to use as shoppers, e.g., " "`pp.merch01-buyer@example.com `_)." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:158 msgid "" "Log into PayPal sandbox using the merchant account and follow the same " "configuration instructions. Enter your sandbox credentials in Odoo " @@ -28684,7 +29410,7 @@ msgid "" "rather than your main database." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:159 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:164 msgid "Run a test transaction from Odoo using the sandbox personal account." msgstr "" diff --git a/locale/pl/LC_MESSAGES/inventory_and_mrp.po b/locale/pl/LC_MESSAGES/inventory_and_mrp.po index dd50cf6d1..f9994d92b 100644 --- a/locale/pl/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/pl/LC_MESSAGES/inventory_and_mrp.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-09 08:39+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:48+0000\n" "Last-Translator: Wil Odoo, 2023\n" "Language-Team: Polish (https://app.transifex.com/odoo/teams/41243/pl/)\n" @@ -280,38 +280,50 @@ msgstr "" msgid "GS1 barcode nomenclature" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 msgid "" -"`GS1 nomenclature `_ consolidates multiple pieces of" -" information in a single barcode. Each piece needs to follow a specific " -"barcode pattern—which is a defined format of numbers, letters, special " -"characters, and character length—to ensure proper interpretation of the " -"barcode. By scanning the barcode on an unopened box, GS1 nomenclature can " -"identify the product, lot number, number of units contained, and more." +"`GS1 nomenclature `_ consolidates various product " +"and supply chain data into a single barcode. Odoo takes in `unique Global " +"Trade Item Numbers `_ (GTIN), " +"purchased by businesses, to enable global shipping, sales, and eCommerce " +"product listing." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:17 +msgid "" +"Configure GS1 nomenclature to scan barcodes of sealed boxes and identify " +"essential product information, such as |GTIN|, lot number, quantity " +"information, and more." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +msgid "" +"|GTINs| are unique product identification that **must** be `purchased from " +"GS1 `_ to use GS1 barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:25 msgid "" "`All GS1 barcodes `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:26 msgid "" ":ref:`Odoo's default GS1 rules `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:27 msgid "" ":ref:`Why's my barcode not working? `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:32 msgid "Set up barcode nomenclature" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:34 msgid "" "To use GS1 nomenclature, navigate to the :menuselection:`Inventory app --> " "Configuration --> Settings`. Then under the :guilabel:`Barcode` section, " @@ -322,472 +334,121 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 msgid "" -"Choose GS1 from dropdown and click the internal link to see the list of GS1 " +"Choose GS1 from dropdown and click the external link to see the list of GS1 " "rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:43 msgid "" -"To view and edit a list of GS1 *rules* and *barcode patterns* Odoo supports " -"by default, click the :guilabel:`➡️ (External link)` icon to the right of " -"the :guilabel:`Barcode Nomenclature` selection." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:33 -msgid "" -"Opening the pop-up table provides an editable view of GS1 :guilabel:`Rule " -"Names` available in Odoo. The table contains all the information that can be" -" condensed with a GS1 barcode, along with the corresponding " -":guilabel:`Barcode Pattern`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:38 -msgid "" -"After setting GS1 as the barcode nomenclature, :menuselection:`Barcode " -"Nomenclatures` can also be accessed by first enabling :ref:`developer mode " -"`. Navigate to :menuselection:`Inventory app --> " -"Configuration --> Barcode Nomenclatures` and finally, select " -":guilabel:`Default GS1 Nomenclature`." +"The list of GS1 *rules* and *barcode patterns* Odoo supports by default is " +"accessible by clicking the :guilabel:`➡️ (arrow)` icon to the right of the " +":guilabel:`Barcode Nomenclature` selection." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:46 -msgid "Use GS1 barcode" +msgid "" +"In the :guilabel:`Open: Nomenclature` pop-up table, view and edit the GS1 " +":guilabel:`Rule Names` available in Odoo. The table contains all the " +"information that can be condensed with a GS1 barcode, along with the " +"corresponding :guilabel:`Barcode Pattern`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:51 msgid "" -"To build GS1 barcodes in Odoo, combine multiple pieces of information using " -"the specified barcode pattern. The `application identifier " -"`_ (A.I.) " -"serves as the universal prefix for GS1 for barcode identification. Odoo uses" -" regular expressions to describe barcode patterns concisely. Each barcode " -"pattern begins with a required 2-4 digit :abbr:`A.I. (application " -"identifier)`, which corresponds to the rule defined in the system's " -":ref:`barcode nomenclature list `. By including the appropriate :abbr:`A.I. (application " -"identifier)` from the list, Odoo can accurately interpret GS1 barcodes. " -"While most barcode patterns have a flexible length, some specific patterns, " -"such as barcodes for dates, have defined length requirements." +"After setting GS1 as the barcode nomenclature, the :menuselection:`Barcode " +"Nomenclatures` settings can also be accessed by a hidden menu that's " +"discoverable after enabling :ref:`developer mode `. Once " +"enabled, navigate to the :menuselection:`Inventory app --> Configuration -->" +" Barcode Nomenclatures` menu and finally, select :guilabel:`Default GS1 " +"Nomenclature`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:60 -msgid "" -"Use the FNC1 separator (`\\x1D`) to end the barcode without needing to reach" -" the maximum character length." +msgid "Use GS1 barcodes in Odoo" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:62 msgid "" -"Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " -"and rules to follow. Otherwise, the following section contains examples of " -"how to generate a barcode for common items in a warehouse." +"For product identification using GS1 barcodes in Odoo, businesses obtain a " +"`unique GTIN `_ as an " +"internationally distinct product identifier purchased from GS1. This |GTIN| " +"is combined with specific product details following GS1's designated " +"*barcode pattern*. The barcode pattern's arrangement of numbers and letters " +"must adhere to GS1 conventions for accurate interpretation by global systems" +" along the supply chain." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:68 -msgid "Product + quantity + lot" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:70 msgid "" -"To build a GS1 barcode for a box that contains a product, number of units in" -" it, and the lot number, the following barcode patterns are used:" +"Every barcode starts with a 2-4 digit `application identifier " +"`_ (A.I.). " +"This required prefix universally indicates what kind of information the " +"barcode contains. Odoo follows GS1 rules for identifying information, as " +"detailed in the :ref:`default GS1 rules list `. Including the relevant |AI| from the list enables " +"Odoo to correctly interpret GS1 barcodes. While most barcode patterns have a" +" fixed length requirement, certain ones, such as lots and serial numbers, " +"have flexible length." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Name" -msgstr "Nazwa" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Rule Name" -msgstr "Nazwa reguły" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "A.I." +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:77 +msgid "" +"For flexible-length barcode patterns not placed at the end of the GS1 " +"barcode, use the FNC1 separator (`\\\\x1D`) to end the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Barcode Pattern" -msgstr "Wzorzec kodu kreskowego" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Field in Odoo" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:80 +msgid "" +"Example: The barcode pattern for lot numbers is 20 characters long. Instead " +"of creating a 20-character lot number barcode, like `LOT00000000000000001`, " +"use the FNC1 separator to make it shorter: `LOT001\\x1D`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "Product" -msgstr "Produkt" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "Global Trade Item Number (GTIN)" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:84 +msgid "" +"Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " +"and rules to follow. Otherwise, refer to :ref:`this GS1 usage doc " +"` for specific examples of combining |GTIN| to" +" product information and configuring the workflow." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "01" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "(01)(\\\\d{14})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid ":guilabel:`Barcode` field on product form" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 -msgid "Quantity" -msgstr "Ilość" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "Variable count of items" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -msgid "30" -msgstr "30" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "(30)(\\\\d{0,8})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid ":guilabel:`Units` field on transfer form" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "Lot Number" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -msgid "Batch or lot number" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "10" -msgstr "10" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid ":guilabel:`Lot` on Detailed Operations pop-up" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:88 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 -#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:9 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:42 -#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 -msgid "Configuration" -msgstr "Konfiguracja" - #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:90 -msgid "" -"To track products using lots, first enable the :ref:`Lots and Serial Numbers" -" ` feature. To do so, navigate " -"to :menuselection:`Inventory app --> Configuration --> Settings`. Next, " -"under the :guilabel:`Traceability` heading, check the box for " -":guilabel:`Lots & Serial Numbers`." +msgid ":ref:`Lots workflow `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:91 +msgid ":ref:`Non-unit quantities workflow `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:96 +msgid "Create rules" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:98 msgid "" -"Then, set up the product barcode by navigating to the intended product form " -"in :menuselection:`Inventory app --> Products --> Products` and selecting " -"the product. On the product form, click :guilabel:`Edit`. Then, in the " -":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " -"with the 14-digit `Global Trade Item Number (GTIN) " -"`_, which is a universal and " -"unique identifying number from GS1." +"GS1 rules are a specific format of information contained in the barcode, " +"beginning with an |AI| and containing a defined length of characters. " +"Scanning GS1 barcodes from the :ref:`default GS1 list " +"` auto-fills corresponding" +" data in the Odoo database." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:103 msgid "" -"On the product form, omit the :abbr:`A.I. (application identifier)` `01` for" -" GTIN product barcode pattern, as it is only used to encode multiple " -"barcodes into a single barcode that contains detailed information about the " -"package contents." +"Adding GS1 barcode rules in Odoo ensures accurate interpretation of unique, " +"non-standard GS1 formats." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:106 msgid "" -"To create a barcode for the product, `Fuji Apple`, enter the 14-digit GTIN " -"`12345678901231` in the :guilabel:`Barcode` field on the product form." +"To do so, begin by turning on :ref:`developer mode ` and " +"navigating to the :guilabel:`Barcode Nomenclatures` list in " +":menuselection:`Inventory app --> Configuration --> Barcode Nomenclatures`. " +"Then, select the :guilabel:`Default GS1 Nomenclature` list item." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Enter 14-digit GTIN into the Barcode field on product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:116 -msgid "" -"It is also possible to view a list of all products and barcodes. To access " -"this list, go to :menuselection:`Inventory --> Configuration --> Settings`. " -"Under the :guilabel:`Barcode` heading, click on the :guilabel:`Configure " -"Product Barcodes` button under the :guilabel:`Barcode Scanner` section. " -"Enter the 14-digit GTIN into the :guilabel:`Barcode` column, then click " -":guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "View the Product Barcodes page from inventory settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 -msgid "" -"Next, enable lots and serial number tracking on the product. Select the " -":guilabel:`Inventory` tab on the product form. Under :guilabel:`Tracking`, " -"choose the :guilabel:`By Lots` radio button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "" -"Enable product tracking by lots in the \"Inventory\" tab of the product " -"form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:136 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:198 -msgid "Scan barcode on receipt" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 -msgid "" -"To ensure accurate lot interpretation in Odoo on product barcodes scanned " -"during a receipt operation, navigate to the :menuselection:`Barcode` app to " -"manage the :ref:`receipt picking process `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 -msgid "" -"From the :guilabel:`Barcode Scanning` dashboard, click the " -":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " -"the list of vendor receptions to process. Receipts generated from :abbr:`POs" -" (Purchase Orders)` are listed, but new receipt operations can also be " -"created directly through the :menuselection:`Barcode` app using the " -":guilabel:`Create` button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:147 -msgid "" -"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" -" product barcodes and lot numbers with a barcode scanner. The scanned " -"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " -"open a window and manually enter quantities for specific lot numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:153 -msgid "" -"After placing a :abbr:`PO (Purchase Order)` for 50 apples, navigate to the " -"associated receipt. Scan the product barcode, and Odoo will prompt for the " -"lot number." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "" -"Scan the barcode for a product on the reception picking page in the " -"*Barcode* app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:160 -msgid "" -"Scan the lot number to process 1 of 50 apples. To avoid scanning 49 " -"remaining barcodes, click the :guilabel:`✏️ (pencil)` button next to the " -"desired lot number." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan lot number and click the pencil to edit quantities." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:167 -msgid "" -"Doing so opens a mobile-friendly keypad page to specify received quantities." -" Use the keypad to specify the :guilabel:`Units` for the lot number. When " -"finished, click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Change scanned quantities using pencil button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:174 -msgid "" -"Repeat this process to specify additional lot numbers and quantities in this" -" receipt. Once the :guilabel:`Units` are all accounted for, finish the " -"reception by clicking the :guilabel:`Validate` button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:178 -msgid "" -"Alternatively, scan the barcode containing the product, lot number, and " -"quantity to complete the receipt operation in fewer steps." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:182 -msgid "Product + non-unit quantity" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:184 -msgid "" -"To build a GS1 barcode that contains products measured in a non-unit " -"quantity, like kilograms, for example, the following barcode patterns are " -"used:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "Quantity in kilograms" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "310[0-5]" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -msgid "(310[0-5])(\\\\d{6})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 -msgid "" -"To confirm that quantities are correctly interpreted in Odoo, place an order" -" in the *Purchase* app using the appropriate unit of measure " -"(:guilabel:`UoM`) for the quantity of products to be purchased." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:205 -msgid "" -":ref:`Simplify vendor unit conversions with UoMs `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:207 -msgid "" -"After the order is placed, navigate to the :menuselection:`Barcode` app to " -":ref:`receive the vendor shipment `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 -msgid "" -"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " -"peaches by scanning the barcode. If `52.1 / 52.1` :guilabel:`kg` appears on " -"the page, this means the reception was processed without issue. Finally, " -"press :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 -msgid "" -"Note: the :abbr:`A.I. (application identifier)` for kilograms, `310` + `1`, " -"was used to represent `52.1` kg as a barcode: `000521`. This is because the " -"`1` represents how many digits from the right to place the decimal point." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan barcode screen for a reception operation in the Barcode app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 -msgid "" -"For additional verification purposes, the quantities of received products " -"are also recorded on the :guilabel:`Product Moves` report, accessible by " -"navigating to :menuselection:`Inventory app --> Reporting --> Product " -"Moves`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:227 -msgid "" -"The items on the :guilabel:`Product Moves` report are grouped by product by " -"default. To confirm the received quantities, click on a product line to open" -" its collapsible drop-down menu, which displays a list of *stock move lines*" -" for the product. The latest stock move matches the warehouse reception " -"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " -"scan, demonstrating that the records processed in the *Barcode* app were " -"properly stored in *Inventory*." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "Reception stock move record for 52.1 kg of peaches." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:240 -msgid "Create rules" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:242 -msgid "" -"If a supplier uses a GS1 barcode with a field not supported by Odoo's " -":ref:`default GS1 list `, " -"Odoo will fail to interpret the entire barcode. To ensure the complete " -"reading of the barcode, it is necessary to add the missing barcode to Odoo's" -" list." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:248 -msgid "" -"While the new field will be read, the information won't link to an existing " -"field in Odoo without developer customizations. However, adding new rules is" -" still useful to ensure the rest of the fields in the barcode are " -"interpreted correctly." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:252 -msgid "" -"Begin by turning on :ref:`developer mode ` and navigating to" -" the :guilabel:`Barcode Nomenclatures` list in :menuselection:`Inventory app" -" --> Configuration --> Barcode Nomenclatures`. Then, select the " -":guilabel:`Default GS1 Nomenclature` list item." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:110 msgid "" "On the :guilabel:`Default GS1 Nomenclature` page, select :guilabel:`Add a " "line` at the bottom of the table, which opens a window to create a new rule." @@ -803,24 +464,24 @@ msgid "" "about the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:266 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:120 msgid "" "After filling in the information, click the :guilabel:`Save & New` button to" " make another rule or click :guilabel:`Save & Close` to save and return to " "the table of rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:126 msgid "Barcode troubleshooting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:274 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 msgid "" "Since GS1 barcodes are challenging to work with, here are some checks to try" " when the barcodes are not working as expected:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:277 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:131 msgid "" "Ensure that the :guilabel:`Barcode Nomenclature` setting is set as " ":menuselection:`Default GS1 Nomenclature`. Jump to the :ref:`nomenclature " @@ -828,7 +489,7 @@ msgid "" "details." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:280 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:134 msgid "" "Ensure that the fields scanned in the barcode are enabled in Odoo. For " "example, to scan a barcode containing lots and serial numbers, make sure the" @@ -837,7 +498,7 @@ msgid "" "`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:284 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 msgid "" "Omit punctuation such as parentheses `()` or brackets `[]` between the " ":abbr:`A.I. (Application Identifier)` and the barcode sequence. These are " @@ -846,7 +507,7 @@ msgid "" " to :ref:`this section `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:288 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 msgid "" "When a single barcode contains multiple encoded fields, Odoo requires all " "rules to be listed in the barcode nomenclature for Odoo to read the barcode." @@ -854,11 +515,39 @@ msgid "" "add new rules in the barcode nomenclature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:295 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:146 +msgid "" +"Test barcodes containing multiple encoded fields, piece by piece, to figure " +"out which field is causing the issue." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:150 +msgid "" +"When testing a barcode containing the |GTIN|, lot number, and quantity, " +"start by scanning the |GTIN| alone. Then, test the |GTIN| with the lot " +"number, and finally, try scanning the whole barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:154 +msgid "" +"After diagnosing the encoded field is unknown, :ref:`add new rules " +"` to Odoo's default list to recognize " +"GS1 barcodes with unique specifications." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:159 +msgid "" +"While the new field will be read, the information won't link to an existing " +"field in Odoo without developer customizations. However, adding new rules is" +" necessary to ensure the rest of the fields in the barcode are interpreted " +"correctly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:166 msgid "GS1 nomenclature list" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:297 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:168 msgid "" "The table below contains Odoo's default list of GS1 rules. Barcode patterns " "are written in regular expressions. Only the first three rules require a " @@ -866,299 +555,793 @@ msgid "" "final character." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Rule Name" +msgstr "Nazwa reguły" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Type" msgstr "Typ" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Barcode Pattern" +msgstr "Wzorzec kodu kreskowego" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "GS1 Content Type" msgstr "Typ zawartości GS1" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Odoo field" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Serial Shipping Container Code" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package" msgstr "Opakowanie" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "(00)(\\\\d{18})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "Numeric identifier" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package name" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Global Trade Item Number (GTIN)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Unit Product" msgstr "Produkt jednostkowy" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "(01)(\\\\d{14})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid ":guilabel:`Barcode` field on product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "GTIN of contained trade items" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "(02)(\\\\d{14})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Packaging" msgstr "Opakowania" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "Ship to / Deliver to global location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Destination location" msgstr "Lokalizacja docelowa" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "(410)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Ship / Deliver for forward" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "(413)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Source location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "I.D. of a physical location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 msgid "Location" msgstr "Miejsce" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "(414)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Batch or lot number" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Lot" msgstr "Partia" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 msgid "(10) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Alpha-numeric name" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Serial number" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "(21) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging Date" msgstr "Data pakowania" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "(13)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Date" msgstr "Data" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Pack date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before Date" msgstr "Data najlepszego użycia" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "(15)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration Date" msgstr "Data ważności" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "(17)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiry date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Variable count of items" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "Quantity" +msgstr "Ilość" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "(30)(\\\\d{0,8})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Measure" msgstr "Miara" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 msgid "UoM: Units" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Count of trade items" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "(37)(\\\\d{0,8})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Qty in units for containers (AI 02)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Net weight: kilograms (kg)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "(310[0-5])(\\\\d{6})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Qty in kg" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Length in meters (m)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "(311[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Qty in m" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Net volume: liters (L)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "(315[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Qty in L" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Net volume: cubic meters (m\\ :sup:`3`)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "(316[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Qty in m\\ :sup:`3`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Length in inches (in)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "(321[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Qty in inches" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Net weight/volume: ounces (oz)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "(357[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Qty in oz" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Net volume: cubic feet (ft\\ :sup:`3`)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "(365[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Qty in ft\\ :sup:`3`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging type" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging Type" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "(91) ([!\"%-/0-9:-?A-Z_a-z]{0,90})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Package type" msgstr "Typ opakowania" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:3 +msgid "GS1 barcode usage" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:10 +msgid "" +"GS1 barcodes provide a standardized format that barcode scanners can " +"interpret. They encode information in a :ref:`specific structure recognized " +"globally `, allowing scanners to understand and " +"process supply chain data consistently." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:14 +msgid "" +"Odoo *Barcode* interprets and prints GS1 barcodes, automating product " +"identification and tracking in warehouse operations such as receiving, " +"picking, and shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:17 +msgid "" +"The following sections contain examples of how Odoo uses GS1 barcodes " +"provided by the business to identify common warehouse items and automate " +"certain warehouse workflows." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:21 +msgid "" +"Odoo **does not** create GS1 barcodes. Businesses must purchase a unique " +"Global Trade Item Number (GTIN) from GS1. Then, they can combine their " +"existing GS1 barcodes with product and supply chain information (also " +"provided by GS1) to create barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:26 +msgid "`Purchase GTINs `_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:27 +msgid ":ref:`GS1 nomenclature `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:32 +msgid "Configure barcodes for product, quantity, and lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:34 +msgid "" +"To build a GS1 barcode that contains information about a product, its " +"quantities, and the lot number, the following barcode patterns and " +"Application Identifiers (A.I.) are used:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Name" +msgstr "Nazwa" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "A.I." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Field in Odoo" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Product" +msgstr "Produkt" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:203 +msgid "01" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:139 +msgid "30" +msgstr "30" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid ":guilabel:`Units` field on transfer form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Lot Number" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:143 +msgid "10" +msgstr "10" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid ":guilabel:`Lot` on Detailed Operations pop-up" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 +msgid "Configuration" +msgstr "Konfiguracja" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:54 +msgid "" +"First, :ref:`enable product tracking using lots " +"` by navigating to " +":menuselection:`Inventory app --> Configuration --> Settings`, and checking " +"the box for :guilabel:`Lots & Serial Numbers` under the " +":guilabel:`Traceability` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:58 +msgid "" +"Then, set up the product barcode by navigating to the intended product form " +"in :menuselection:`Inventory app --> Products --> Products` and selecting " +"the product. On the product form, click :guilabel:`Edit`. Then, in the " +":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " +"with the unique 14-digit `Global Trade Item Number (GTIN) " +"`_, which is a universally " +"recognized identifying number that is provided by GS1." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:66 +msgid "" +"On the product form, omit the |AI| `01` for |GTIN| product barcode pattern, " +"as it is only used to encode multiple barcodes into a single barcode that " +"contains detailed information about the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:72 +msgid "" +"To record the GS1 barcode for the product, `Fuji Apple`, enter the 14-digit " +"|GTIN| `20611628936004` in the :guilabel:`Barcode` field on the product " +"form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Enter 14-digit GTIN into the Barcode field on product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:80 +msgid "" +"To view a list of *all* products and their corresponding barcodes in the " +"Odoo database, navigate to :menuselection:`Inventory app --> Configuration " +"--> Settings`. Under the :guilabel:`Barcode` heading, click on the " +":guilabel:`Configure Product Barcodes` button under the :guilabel:`Barcode " +"Scanner` section. Enter the 14-digit |GTIN| into the :guilabel:`Barcode` " +"column, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "View the Product Barcodes page from inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:92 +msgid "" +"After activating tracking by lots and serial numbers from the settings page," +" specify that this feature is to be applied on each product by navigating to" +" the :guilabel:`Inventory` tab on the product form. Under " +":guilabel:`Tracking`, choose the :guilabel:`By Lots` radio button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "" +"Enable product tracking by lots in the \"Inventory\" tab of the product " +"form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:176 +msgid "Scan barcode on receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:103 +msgid "" +"To ensure accurate lot interpretation in Odoo on product barcodes scanned " +"during a receipt operation, navigate to the :menuselection:`Barcode` app to " +"manage the :ref:`receipt picking process `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:107 +msgid "" +"From the :guilabel:`Barcode Scanning` dashboard, click the " +":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " +"the list of vendor receipts to process. Receipts generated from :abbr:`POs " +"(Purchase Orders)` are listed, but new receipt operations can also be " +"created directly through the :menuselection:`Barcode` app using the " +":guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:112 +msgid "" +"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" +" product barcodes and lot numbers with a barcode scanner. The scanned " +"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " +"open a window and manually enter quantities for specific lot numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:118 +msgid "" +"After placing a :abbr:`PO (Purchase Order)` for fifty apples, navigate to " +"the associated receipt in the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:121 +msgid "" +"Scan the barcode containing the |GTIN|, quantity, and lot number. For " +"testing with a barcode scanner, below is an example barcode for the fifty " +"Fuji apples in Lot 2." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:129 +msgid "50 Fuji apples in Lot0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:199 +msgid "2D Matrix" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"2D matrix of GS1 barcode of 50 fuji apples with an assigned lot number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:202 +msgid "|AI| (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:204 +msgid "GS1 Barcode (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:137 +msgid "20611628936004" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:138 +msgid "|AI| (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:208 +msgid "GS1 Barcode (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:141 +msgid "00000050" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:142 +msgid "|AI| (lot)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:144 +msgid "GS1 Barcode (lot #)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:145 +msgid "LOT0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:210 +msgid "Full GS1 barcode" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:147 +msgid "0120611628936004 3000000050 10LOT0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:149 +msgid "" +":ref:`If the configuration is correct `," +" `50/50` :guilabel:`Units` processed will be displayed and the " +":guilabel:`Validate` button turns green. Click the :guilabel:`Validate` " +"button to complete the reception." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"Scan the barcode for a product on the reception picking page in the " +"*Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:160 +msgid "Configure barcode for product and non-unit quantity" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:162 +msgid "" +"To build a GS1 barcode that contains products measured in a non-unit " +"quantity, like kilograms, for example, the following barcode patterns are " +"used:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Quantity in kilograms" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "310[0-5]" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:178 +msgid "" +"To confirm that quantities are correctly interpreted in Odoo, place an order" +" in the *Purchase* app using the appropriate unit of measure " +"(:guilabel:`UoM`) for the quantity of products to be purchased." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:183 +msgid "" +":ref:`Simplify vendor unit conversions with UoMs `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:185 +msgid "" +"After the order is placed, navigate to the :menuselection:`Barcode` app to " +":ref:`receive the vendor shipment `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:189 +msgid "" +"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " +"peaches by scanning the barcode containing the |GTIN| and quantity of " +"peaches in kilograms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:197 +msgid "52.1 kg of Peaches" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "2D matrix of GS1 barcode of 52.1 kg of peaches." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:205 +msgid "00614141000012" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:206 +msgid "|AI| (kg, 1 decimal point)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:207 +msgid "3101" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:209 +msgid "000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:211 +msgid "0100614141000012 3101000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:213 +msgid "" +":ref:`If the configuration is correct `," +" `52.1 / 52.1` :guilabel:`kg` will be displayed and the :guilabel:`Validate`" +" button turns green. Finally, press :guilabel:`Validate` to complete the " +"validation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Scan barcode screen for a reception operation in the Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:222 +msgid "Verify product moves" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:224 +msgid "" +"For additional verification, the quantities of received products are also " +"recorded on the :guilabel:`Product Moves` report, accessible by navigating " +"to :menuselection:`Inventory app --> Reporting --> Product Moves`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:228 +msgid "" +"The items on the :guilabel:`Product Moves` report are grouped by product by " +"default. To confirm the received quantities, click on a product line to open" +" its collapsible drop-down menu, which displays a list of *stock move lines*" +" for the product. The latest stock move matches the warehouse reception " +"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " +"scan, demonstrating that the records processed in the *Barcode* app were " +"properly stored in *Inventory*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "Reception stock move record for 52.1 kg of peaches." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst:3 msgid "Process to Transfers" msgstr "" @@ -4175,403 +4358,596 @@ msgid "Planning" msgstr "Planowanie" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:3 -msgid "How is the Scheduled Delivery Date Computed" +msgid "Scheduled delivery dates" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:5 msgid "" -"Providing the best possible service to customers is vital for business. It " -"implies planning every move: manufacturing orders, deliveries, receptions, " -"and so on. To do so, you need to configure lead time properly and coordinate" -" scheduled dates." +"Accurately forecasting delivery dates is vital for fulfilling customer " +"expectations. In Odoo, the *Inventory* app allows for comprehensive lead " +"time configuration, allowing coordination and planning of manufacturing " +"orders, deliveries, and receptions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:9 -msgid "" -"By using lead times, Odoo provides end dates, the **Commitment Date**, for " -"each process. On a sales order, for example, this is the date your customer " -"will get the products he ordered." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:10 +msgid "Lead time types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:12 msgid "" -"From the customers’ side, the commitment date is important because it gives " -"them an estimation of when they will receive their products. The dates take " -"all other lead times, such as manufacturing, delivery, or suppliers, into " -"account." +"Different lead times for different operations can impact various stages of " +"the order fulfillment process. Here's a summary of the types of lead times " +"in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "Show graphic of all lead times working together." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:19 -msgid "How are Lead Times Calculated?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:27 msgid "" -"As said above, there are several types of lead times. Each is calculated " -"based on various indicators. Before going through the configuration, here is" -" a brief summary of how lead times are calculated and what they are:" +":ref:`Customer lead time `: The default " +"time frame for fulfilling customer orders. The customer lead time is the " +"number of days from the date the sales order (SO) is confirmed to the date " +"the products are shipped from the warehouse. This is also known as *delivery" +" lead time*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:24 msgid "" -"**Customer Lead Time**: the customer lead time is the default duration you " -"set. Therefore, the expected date on the sales orders is today + customer " -"lead time." +":ref:`Sales security lead time `: " +"moves the *scheduled delivery date* forward by a specified number of days. " +"This serves as a buffer to allow the team ample time to prepare the outgoing" +" shipment earlier, considering the possibility of delays in the fulfillment " +"process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:29 msgid "" -"**Sales Security Lead Time**: the purpose is to be ready shipping that many " -"days before the actual commitment taken with the customer. Then, the default" -" scheduled date on the delivery order is **SO delivery date - Security Lead " -"Time**." +":ref:`Purchase lead time `: the number of " +"days from the confirmation of a purchase order (PO) to the receipt of " +"products. It provides insight on the time it takes for products to arrive at" +" the warehouse, facilitating effective scheduling and planning of supplier " +"deliveries." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:34 msgid "" -"**Purchase Security Lead Time**: margin of error for vendor lead times. When" -" the system generates Purchase Orders for procuring products, they will be " -"scheduled that many days earlier to cope with unexpected vendor delays." +":ref:`Purchase security lead time `: advances the order deadline on a :abbr:`PO (Purchase Order)` by a " +"specified number of days. This proactive approach of placing orders earlier " +"mitigates the risk of vendor or shipping delays. Thus, for products that are" +" set to replenish to order, the need appears on the *Replenishment report* " +"earlier, according to the specified number of days." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:40 msgid "" -"**Purchase Delivery Lead Time**: this is the expected time between a PO " -"being confirmed and the receipt of the ordered products. The **Receipt " -"scheduled date - Vendor delivery date** is the default *PO Order By* date." +":ref:`Manufacturing lead time `: the number " +"of days needed to complete a manufacturing order (MO) from the date of " +"confirmation. This lead time includes weekends (non-working hours in Odoo), " +"and is used to forecast an approximate production date for a finished good." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:45 msgid "" -"**Days to Purchase**: number of days the purchasing department takes to " -"validate a PO. If another RFQ to the same vendor is already opened, Odoo " -"adds the line to the RFQ instead of creating a new one. Then, the specific " -"date is set on the line." +":ref:`Manufacturing security lead time `: moves the scheduled date of the :abbr:`MO (Manufacturing Order)` " +"forward by a specified number of days. When used in conjunction with " +":ref:`replenish to order `, the " +"security lead time makes the need appear earlier on the replenishment " +"report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:53 +msgid "Sales lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:55 msgid "" -"**Manufacturing Lead Time**: this is the expected time it takes to " -"manufacture a product. This lead time is independent of the quantity to " -"produce and does not take the routing time into account." +"Customer lead times and sales security lead times can be configured to " +"automatically compute an *expected delivery date* on a :abbr:`SO (Sales " +"Order)`. The expected delivery date ensures a realistic *delivery dates* " +"setting for shipments from the warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:59 msgid "" -"**Manufacturing Security Lead Time**: additional time to mitigate the risk " -"of a manufacturing delay. In case of a *Replenish to Order*, the **Delivery " -"Order scheduled date - Manufacturing Lead Time - Manufacturing Security Lead" -" Time** is the default *Manufacturing Order* planned date." +"Odoo issues a warning message if the set delivery date is earlier than the " +"expected date, as it may not be feasible to fulfill the order by that time, " +"which would impact other warehouse operations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:68 -msgid "Sales - Lead Times" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:63 msgid "" -"In the *Sales* app, there is an option called *Delivery Date*. It allows " -"seeing an additional field on the sales orders, *Expected Date*. This one is" -" automatically computed based on the different lead times previously " -"configured." +"A :abbr:`SO (Sales Order)` containing a `Coconut-scented candle` is " +"confirmed on July 11th. The product has a customer lead time of 14 days, and" +" the business uses a sales security lead time of 1 day. Based on the lead " +"time inputs, Odoo suggests a delivery date in 15 days, on July 26th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"View of the delivery settings to have the delivery lead time taken into " -"account" +"Set *Delivery Date* in a sales order. Enables delivery lead times feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:71 msgid "" -"If the set up *Delivery Date* is earlier than the the *Expected Date*, a " -"warning message is displayed." +"The following sections demonstrate how to automatically compute expected " +"delivery dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:74 +msgid "Customer lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:76 msgid "" -"View of the error that occurs when trying to choose an earlier date than what calculated\n" -"by Odoo" +"Set the customer lead time on each product form, by navigating to the " +"products page. To do so, go to :menuselection:`Sales app --> Products --> " +"Products`. From there, select the desired product, and switch to the " +":guilabel:`Inventory` tab. Then, under the :guilabel:`Customer Lead Time` " +"field, fill in the number of calendar days required to fulfill the delivery " +"order from start to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:82 msgid "" -"But, for all of this properly working, it is still necessary to configure " -"all the lead times that could occur." +"Set a 14-day customer lead time for the `Coconut-scented candle` by " +"navigating to its product form. Then, in the :guilabel:`Inventory` tab, type" +" `14.00` days into the :guilabel:`Customer Lead Time` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:91 -msgid "Customer Lead Time" -msgstr "Czas dostawy do klienta" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Set *Customer Lead Time* on the product form." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:93 -msgid "" -"The *Customer Lead Time* is the time needed for your product to go from your" -" warehouse to the customer place. It can be configured on any product by " -"going to :menuselection:`Sales --> Products --> Products`. There, open your " -"product form, go in the inventory tab, and add your *Customer Lead Time*." +msgid "Sales security lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the customer lead time configuration from the product form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:95 +msgid "" +"*Sales security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:98 msgid "" -"For example, product B is ordered on the 2nd of April but the *Customer Lead" -" Time* is two days. In that case, the expected delivery date is the 4th of " -"April." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Sales`, and " +"click the checkbox to enable the feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:108 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 -msgid "Security Lead Time" -msgstr "Czas realizacji zabezpieczeń" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:101 msgid "" -"In sales, *Security Lead Time* corresponds to backup days to ensure you are " -"able to deliver the products in time. The purpose is to be ready shipping " -"earlier in order to arrive on time." +"Next, enter the desired number of calendar days. This security lead time is " +"a buffer notifying the team to prepare for outgoing shipments earlier than " +"the scheduled date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:105 msgid "" -"The number of security days is subtracted from the calculation to compute a " -"scheduled date earlier than the one promised to the customer." +"Setting the :guilabel:`Security Lead Time for Sales` to `1.00` day, pushes " +"the :guilabel:`Scheduled Date` of a delivery order (DO) forward by one day. " +"In that case, if a product is initially scheduled for delivery on April 6th," +" but with a one-day security lead time, the new scheduled date for the " +"delivery order would be April 5th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"View of the security lead time for sales configuration from the sales " +"settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:115 +msgid "Deliver several products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:117 msgid "" -"To set this up, go to :menuselection:`Inventory --> Configuration --> " -"Settings` and enable the feature *Security Lead Time for Sales*." +"For orders that include multiple products with different lead times, the " +"lead times can be configured directly from the quotation itself. On a " +"quotation, click the :guilabel:`Other Info` tab, and set the " +":guilabel:`Shipping Policy` to:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:121 +msgid "" +":guilabel:`As soon as possible` to deliver products as soon as they are " +"ready. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is " +"determined by adding today's date to the shortest lead time among the " +"products in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:125 +msgid "" +":guilabel:`When all products are ready` to wait to fulfill the entire order " +"at once. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` " +"is determined by adding today's date to the longest lead time among the " +"products in the order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "" -"View of the security lead time for sales configuration from the sales " -"settings" +msgid "Show *Shipping Policy* field in the *Other Info* tab of a quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:134 msgid "" -"For example, product B is scheduled to be delivered on the 6th of April but " -"the *Security Lead Time* is one day. In that case, the scheduled date for " -"the delivery order is the 5th of April." +"In a quotation containing 2 products, `Yoga mat` and `Resistance band,` the " +"products have a lead time of 8 days and 5 days, respectively. Today's date " +"is April 2nd." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:129 -msgid "Deliver several products" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:137 +msgid "" +"When the :guilabel:`Shipping Policy` is set to :guilabel:`As soon as " +"possible`, the scheduled delivery date is 5 days from today: April 7th. On " +"the other hand, selecting :guilabel:`When all products are ready` configures" +" the scheduled date to be 8 days from today: April 10th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:131 -msgid "" -"In many cases, customers order several products at the same time. Those can " -"have different lead times but still need to be delivered, at once or " -"separately. Fortunately, Odoo can help you handle these cases easily." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:135 -msgid "" -"From the *Other Info* tab of your *Sale Order*, you can choose between *When" -" all products are ready* and *As soon as possible*. The first one is to " -"deliver products at once, while the second is to deliver them separately." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:140 -msgid "" -"For example, products A and B are ordered at the same time. A has 8 lead " -"days and B has 5. With the first option, the *Expected Date* is calculated " -"based on the product with the most lead days, here A. If the order is " -"confirmed on the 2nd of April, then the *Expected Date* is on the 10th of " -"April." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:144 +msgid "Purchase lead times" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:146 msgid "" -"With the second option, the *Expected Date* is calculated based on the " -"product with the least customer lead days. In this example, B is the product" -" with the least lead days. So, the *Expected Date* is on the 7th of April." +"Automatically determining the dates on which to place orders from suppliers " +"can help simplify the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:152 -msgid "Purchase - Lead Times" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:155 -msgid "Supplier Lead Time" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:149 msgid "" -"The *Supplier Lead Time* is the time needed for a product you purchased to " -"be delivered. To configure it, open a product from :menuselection:`Purchase " -"--> Products --> Products` and add a vendor under the *Purchase* tab." +"Odoo calculates the supplier shipment *receipt date*, and :abbr:`PO " +"(Purchase Order)` deadline, based on the required date the product is needed" +" in the warehouse. By working backwards from the receipt date, vendor lead " +"times and purchase security lead times are taken into account, in order to " +"determine the :abbr:`PO (Purchase Order)` deadline." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:154 +msgid "" +"This deadline is the date by which the order should be confirmed, in order " +"to ensure timely arrival by the expected receipt date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the way to add vendors to products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:166 msgid "" -"By clicking on *Add a line*, a new window is displayed. You can specify the " -"*Delivery Lead Time* there. If done so, the delivery day for every purchase " -"of that product is now equal to *Date of the Purchase Order + Delivery Lead " -"Time*." +"Visualization of PO deadline and receipt date used with vendor lead times." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the delivery lead time configuration from a vendor form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:162 +msgid "" +":ref:`PO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:165 +msgid "Vendor lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:167 +msgid "" +"To set a vendor lead time for orders arriving in the warehouse from a vendor" +" location, begin by navigating to a product form through " +":menuselection:`Purchase app --> Products --> Products`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:170 +msgid "" +"Next, select the desired product, and switch to the :guilabel:`Purchase` " +"tab. In the editable vendor pricelist, click the :guilabel:`Add a line` " +"button to add vendor details, such as the :guilabel:`Vendor` name, " +":guilabel:`Price` offered for the product, and lastly, the " +":guilabel:`Delivery Lead Time`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:176 msgid "" -"It is possible to add different vendors and, thus, different lead times " -"depending on the vendor." +"Multiple vendors and lead times can be added to the vendor pricelist. The " +"default vendor and lead time selected will be the entry at the top of the " +"list." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 msgid "" -"The *Security Lead Time* for purchase follows the same logic as the one for " -"*Sales*, except that you are the customer. Then, it is the margin of error " -"for your supplier to deliver your order." +"On the vendor pricelist of the product form, the :guilabel:`Delivery Lead " +"Time` for the selected vendor is set to `10 days.`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Add delivery lead times to vendor pricelist on a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:187 msgid "" -"To set up *Security Lead Time* for purchase, go to :menuselection:`Inventory" -" --> Configuration --> Settings` and enable the feature." +"By setting the vendor lead time, the expected arrival date of the item is " +"automatically determined as the date of the :abbr:`PO (Purchase Order)` " +"confirmation, plus the vendor lead time. This ensures that warehouse " +"employees are notified, if the products do **not** arrive within the " +"expected timeframe." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:193 msgid "" -"View of the security lead time for purchase from the inventory settings" +"On a :abbr:`PO (Purchase Order)` confirmed on July 11th, for a product " +"configured with a 10-day vendor lead time, Odoo automatically sets the " +":guilabel:`Receipt Date` to July 21st. The receipt date also appears as the " +":guilabel:`Scheduled Date` on the warehouse receipt form, accessible from " +"the :guilabel:`Receipt` smart button, located on the :guilabel:`PO (Purchase" +" Order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Show expected *Receipt Date* of the product from the vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"Doing so, every time the system generates purchase orders, those are " -"scheduled that many days earlier to cope with unexpected vendor delays." +"Show expected *Scheduled Date* of arrival of the product from the vendor." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:198 -msgid "Manufacturing - Lead Times" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:201 -msgid "Manufacturing Lead Time" -msgstr "Czas wyprodukowania" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:203 -msgid "" -"The *Manufacturing Lead Time* is the time needed to manufacture the product." -" To specify it, open the *Inventory* tab of your product form and add the " -"number of days the manufacturing takes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "" -"View of the manufacturing lead time configuration from the product form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:209 +msgid "Purchase security lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:211 msgid "" -"When working with *Manufacturing Lead Times*, the *Deadline Start* of the " -"*MO* is **Commitment Date - Manufacturing Lead Time**. For example, the MO’s" -" deadline start date for an order having a commitment date on the 10th of " -"July is June 27th." +"*Purchase security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:214 msgid "" -"The *Security Lead Time* for manufacturing allows generating manufacturing " -"orders earlier to cope with the risk of manufacturing delays." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Purchase`, and" +" click the checkbox to enable the feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 msgid "" -"To enable it, go to :menuselection:`Manufacturing --> Configuration --> " -"Settings` and tick *Security Lead Time*." +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in supplier " +"deliveries." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:221 +msgid "" +"Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, " +"pushes the :guilabel:`Scheduled Date` of receipt back by one day. In that " +"case, if a product is initially scheduled to arrive on April 6th, with a " +"two-day security lead time, the new scheduled date for the receipt would be " +"April 8th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"Set security lead time for purchase from the Inventory > Configuration > " +"Settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:233 +msgid "Manufacturing lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:235 +msgid "" +"Lead times can help simplify the procurement process for consumable " +"materials and components used in manufactured products with bills of " +"materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the deadline to " +"begin the manufacturing process to complete the product by the scheduled " +"delivery date, can be determined by configuring the manufacturing lead times" +" and manufacturing security lead times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "" +"Visualization of the determination of planned MO date manufacturing lead " +"times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:247 +msgid "Manufacturing lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:249 +msgid "" +"Configure the manufacturing lead time directly on the product form, by " +"navigating to :menuselection:`Manufacturing app --> Products --> Products`, " +"and select the desired product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:252 +msgid "" +"In the :guilabel:`Inventory` tab of the product, specify the calendar days " +"needed to the manufacture the product in the :guilabel:`Manufacturing Lead " +"Time` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 +msgid "" +"Specify a 14-day :guilabel:`Manufacturing Lead Time` for a product directly " +"in the :guilabel:`Inventory` tab of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"View of the manufacturing lead time configuration from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:263 +msgid "" +"Establish a :abbr:`MO (Manufacturing Order)` deadline, based on the " +"*expected delivery date*, indicated in the :guilabel:`Scheduled Date` field " +"of the :abbr:`DO (Delivery Order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:266 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the " +":guilabel:`Scheduled Date` field on the :abbr:`MO (Manufacturing Order)`, is" +" calculated as the *expected delivery date* subtracted by the manufacturing " +"lead time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:270 +msgid "" +"This ensures the manufacturing process begins on time, in order to meet the " +"delivery date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:272 +msgid "" +"However, it's important to note that lead times are based on calendar days. " +"Lead times do **not** consider weekends, holidays, or *work center capacity*" +" (:dfn:`the number of operations that can be performed at the work center " +"simultaneously`)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:277 +msgid ":ref:`Manufacturing planning `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:278 +msgid "" +":ref:`Configure automatic MO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:282 +msgid "" +"A product's scheduled shipment date on the :abbr:`DO (Delivery Order)` is " +"August 15th. The product requires 14 days to manufacture. So, the latest " +"date to start the :abbr:`MO (Manufacturing Order)` to meet the commitment " +"date is August 1st." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:289 +msgid "Manufacturing security lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:291 +msgid "" +"*Manufacturing security lead time* is set globally for the business in " +":menuselection:`Manufacturing app --> Configuration --> Settings`. Under the" +" :guilabel:`Planning` heading, locate the box for :guilabel:`Security Lead " +"Time`, and click the checkbox to enable the feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:295 +msgid "" +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in the " +"manufacturing process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" "View of the security lead time for manufacturing from the manufacturing app " -"settings" +"settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:303 msgid "" -"For example, a customer orders B with a delivery date scheduled on the 20th " -"of June. The *Manufacturing Lead Time* is 14 days and the *Security Lead " -"Time* is 3 days, so the manufacturing of B needs to start at the latest on " -"the 3rd of June, which is the MO’s planned date." +"A product has a scheduled shipment date on the :abbr:`DO (Delivery Order)` " +"set for August 15th. The manufacturing lead time is 7 days, and " +"manufacturing security lead time is 3 days. So, the :guilabel:`Scheduled " +"Date` on the :abbr:`MO (Manufacturing Order)` reflects the latest date to " +"begin the manufacturing order. In this example, the planned date on the " +":abbr:`MO (Manufacturing Order)` is August 5th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:236 -msgid "Global Example" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:310 +msgid "Global example" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 -msgid "Here is a configuration:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:240 -msgid "1 day of security lead time for Sales" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:241 -msgid "2 days of security lead time for Manufacturing" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:242 -msgid "3 days of manufacturing lead time" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:243 -msgid "1 day of security lead time for Purchase" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:244 -msgid "4 days of supplier lead time" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:246 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:312 msgid "" -"Let’s say that a customer orders B on the 1st of September and the delivery " -"date is planned to be within 20 days (September 20th). In such a scenario, " -"here is when all the various steps are triggered." +"See the following example to understand how all the lead times work together" +" to ensure timely order fulfillment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:250 -msgid "**September 1st**: the sales order is created" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:315 +msgid "**Sales security lead time**: 1 day" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:316 +msgid "**Manufacturing security lead time**: 2 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:317 +msgid "**Manufacturing lead time**: 3 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:318 +msgid "**Purchase security lead time**: 1 day" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:319 +msgid "**Vendor lead time**: 4 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:321 msgid "" -"**September 10th**: the deadline to order components from the supplier " -"because of the manufacturing process (4 days of supplier lead time)" +"The customer places an order for a manufactured product on September 1st, " +"and the scheduled delivery date from the warehouse is on September 20th. " +"Odoo uses lead times and automated reordering rules to schedule the " +"necessary operations, based on the outgoing shipment delivery date, " +"September 20th:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" -"**September 13th**: the reception of the product from the supplier (1 day of" -" security lead time for Purchase)" +"Show timeline of how lead times work together to schedule warehouse " +"operations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 -msgid "" -"**September 14th**: the deadline start date for the manufacturing (19th - 3 " -"days of manufacturing lead time - 2 days of security lead time for " -"Manufacturing)" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:329 +msgid "**September 1st**: Sales order created, confirmed by salesperson." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:259 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:331 msgid "" -"**September 19th**: the expected date on the delivery order form (1 day of " -"security lead time for sales)" +"**September 9th**: Deadline to order components to ensure they arrive in " +"time when manufacturing begins (4-day supplier lead time)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:334 +msgid "" +"**September 13th**: Scheduled date of receipt for components. Initially, it " +"was set to 9/14, but the 1-day purchase security lead time pushed the date " +"earlier by 1 day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:337 +msgid "" +"**September 14th**: Deadline to begin manufacturing. Calculated by " +"subtracting the manufacturing lead time of 3 days, and the manufacturing " +"security lead time of 2 days, from the expected delivery date of September " +"19th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:341 +msgid "" +"**September 19th**: :guilabel:`Scheduled Date` on the delivery order form " +"indicates the updated expected delivery date, which was originally set as " +"September 20th. But the sales security lead time pushed the date forward by " +"a day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:345 +msgid "" +"Odoo's replenishment planning maps a business' order fulfillment process, " +"setting pre-determined deadlines and raw material order dates, including " +"buffer days for potential delays. This ensures products are delivered on " +"time." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/products.rst:5 @@ -4784,7 +5160,7 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:7 msgid "" "Reordering rules are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" @@ -4792,7 +5168,7 @@ msgid "" "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:11 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -4802,11 +5178,11 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:19 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :guilabel:`Inventory --> Products --> " @@ -4814,7 +5190,7 @@ msgid "" ":guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:23 msgid "" "First, on the :guilabel:`General Information` tab, make sure that the " ":guilabel:`Product Type` is set to :guilabel:`Storable Product`. This is " @@ -4826,7 +5202,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:29 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:31 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -4837,7 +5213,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:38 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -4851,7 +5227,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:47 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -4859,7 +5235,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:51 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -4871,46 +5247,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:62 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory --> " "Configuration --> Reordering Rules`, then click :guilabel:`Create`, and fill" " out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:66 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:67 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:70 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:73 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -4921,7 +5297,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:81 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory --> Products --> Products`, then " @@ -4929,7 +5305,7 @@ msgid "" "then fill out the new line as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:85 msgid "" "Once a reordering rule has been created for a product, if its forecasted " "quantity is below the rule's minimum quantity when the scheduler runs, a " @@ -4937,7 +5313,7 @@ msgid "" "the scheduler runs once each day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:90 msgid "" "To manually trigger a reordering rule before the scheduler runs, select " ":menuselection:`Inventory --> Operations --> Run Scheduler`. Then, select " @@ -4945,7 +5321,7 @@ msgid "" "aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:94 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -4953,7 +5329,7 @@ msgid "" "for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:98 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -4961,11 +5337,11 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 msgid "Set a preferred route for reordering" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:105 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -4973,7 +5349,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:109 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to if multiple are selected. " @@ -4981,7 +5357,7 @@ msgid "" ":menuselection:`Inventory --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:113 msgid "" "By default, the :guilabel:`Preferred Route` column is hidden on the " ":guilabel:`Reordering Rules` page. Enable it by selecting the :guilabel:`⋮ " @@ -4990,7 +5366,7 @@ msgid "" ":guilabel:`Preferred Route` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:118 msgid "" "Click inside of the column on the row of a reordering rule and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -5001,13 +5377,177 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:126 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " "that is listed first on the :guilabel:`Inventory` tab of the product form." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:3 +msgid "Scrap inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:5 +msgid "" +"In some cases, a product in inventory may be damaged or found to be " +"defective. If it is not possible to repair or return the product, Odoo " +"*Inventory* allows users to scrap it, ensuring that usable inventory counts " +"remain accurate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 +msgid "" +"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " +"Operations --> Scrap`. Each scrap order shows the date and time the order " +"was created, along with the product and quantity that was scrapped." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:14 +msgid "" +"To view the total quantity of each item scrapped, navigate to " +":menuselection:`Inventory --> Configuration --> Locations`. Remove the " +":guilabel:`Internal` filter from the :guilabel:`Search...` bar to display " +"virtual locations. Finally, select the :guilabel:`Virtual Locations/Scrap` " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:19 +msgid "" +"By default, scrapping a product removes it from physical inventory, and " +"places it in a virtual location titled *Virtual Locations/Scrap*. A virtual " +"location is **not** a physical space, but rather a designation in Odoo that " +"is used to track items that are no longer in physical inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:23 +msgid "Learn more" +msgstr "Dowiedz się więcej" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:25 +msgid "" +"For more information about virtual locations, see the documentation about " +"the different types of :ref:`locations `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:29 +msgid "Scrap from stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:31 +msgid "" +"To scrap a product located in inventory, begin by navigating to " +":menuselection:`Inventory --> Operations --> Scrap`. On the :guilabel:`Scrap" +" Orders` page, click :guilabel:`Create` to configure a new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:35 +msgid "" +"On the scrap order, select the product being scrapped from the " +":guilabel:`Product` drop-down menu, then enter the quantity in the " +":guilabel:`Quantity` field. The :guilabel:`Source Location` defaults to the " +"location where the product is stored, and the :guilabel:`Scrap Location` " +"defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can be " +"changed by selecting a different location from their respective drop-down " +"menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "A new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:45 +msgid "" +"Finally, click :guilabel:`Validate` to scrap the product. The on-hand " +"inventory count for the scrapped product updates to subtract the scrapped " +"quantity." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:49 +msgid "Scrap from a receipt, transfer, or delivery" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:51 +msgid "" +"It is also possible to scrap products during the receipt, transfer, and " +"delivery operations. This can be necessary if any products are found to be " +"defective when receiving them into inventory, transferring them from one " +"location to another, or preparing them for delivery." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:55 +msgid "" +"To scrap a product during the receipt, transfer, or delivery operations, " +"begin by navigating to the :menuselection:`Inventory` app. On the " +":guilabel:`Overview` page, select the :guilabel:`# TO PROCESS` button on the" +" :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or " +":guilabel:`Delivery Orders` card, depending on the type of operation the " +"product is being scrapped from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:61 +msgid "" +"For the :guilabel:`Internal Transfers` card to appear on the " +":menuselection:`Overview` page of the :menuselection:`Inventory` app, the " +":guilabel:`Storage Locations` setting must be enabled. To do so, navigate to" +" :menuselection:`Configuration --> Settings`, then enable the checkbox next " +"to :guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:66 +msgid "" +"Alternatively, a list of all delivery orders, receipts, and transfers can be" +" viewed by navigating to :menuselection:`Inventory --> Operations --> " +"Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:69 +msgid "" +"Next, open a delivery order, receipt, or transfer from the corresponding " +"page by clicking on it. A :guilabel:`Scrap` button appears at the top of the" +" page. Click it to open the :guilabel:`Scrap` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The scrap pop-up in the Inventory app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:78 +msgid "" +"The :guilabel:`Scrap` button will only appear on a receipt that has been " +"validated. This is because Odoo only allows products to be scrapped once " +"they have been entered into inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:81 +msgid "" +"On the :guilabel:`Scrap` pop-up window, select the product being scrapped " +"from the :guilabel:`Product` drop-down menu. Then, enter the quantity in the" +" :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:84 +msgid "" +"The :guilabel:`Source Location` defaults to the location where the product " +"is stored, and the :guilabel:`Scrap Location` defaults to :guilabel:`Virtual" +" Locations/Scrap`, but either of these can be changed by selecting a " +"different location from their respective drop-down menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:88 +msgid "" +"Finally, click :guilabel:`Done` to scrap the product. After doing so, the " +":guilabel:`Scrap` pop-up window disappears and a :guilabel:`Scraps` smart " +"button appears in the top right of the page. Click it to view all of the " +"scrap orders created from that operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The Scraps smart button." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:3 msgid "Selecting a replenishment strategy" msgstr "" @@ -5027,7 +5567,7 @@ msgid "Terminology" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:19 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 msgid "Replenishment report and reordering rules" msgstr "" @@ -5052,24 +5592,24 @@ msgid "" "from the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:31 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 msgid "Make to order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:35 msgid "" "*Make to order (MTO)* is a procurement route that creates a draft purchase " "order (or manufacturing order) each time a sales order is confirmed, " "**regardless of the current stock level**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:38 msgid "" "Unlike products replenished using reordering rules, Odoo automatically links" " the sales order to the |PO| or |MO| generated by the |MTO| route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:41 msgid "" "Another difference between reordering rules and |MTO| is, with |MTO|, Odoo " "generates a draft |PO| or |MO| immediately after the |SO| is confirmed. With" @@ -5077,25 +5617,25 @@ msgid "" "forecasted stock falls below the set minimum quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:45 msgid "" "In addition, Odoo automatically adds quantities to the |PO| or |MO| as the " "forecast changes, so long as the |PO| or |MO| is not confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:48 msgid "" "The |MTO| route is the best replenishment strategy for products that are " "customized, and/or for products that have no stock kept on-hand." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:58 msgid "" "To access the replenishment report, go to :menuselection:`Inventory app --> " "Operations --> Replenishment.`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:61 msgid "" "By default, the replenishment report dashboard shows every product that " "needs to be manually reordered. If there is no specific rule for a product, " @@ -5103,7 +5643,7 @@ msgid "" " are both `0.00`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:66 msgid "" "For products that don't have a set reordering rule, Odoo calculates the " "forecast based on confirmed sales orders, deliveries, and receipts. For " @@ -5112,7 +5652,7 @@ msgid "" "and security lead time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:72 msgid "" "Before creating a new reordering rule, make sure the product has a *vendor* " "or a *bill of materials* configured on the product form. To check this, go " @@ -5123,7 +5663,7 @@ msgid "" "form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:78 msgid "" "The :guilabel:`Product Type`, located in the :guilabel:`General Information`" " tab on the product form, **must** be set to :guilabel:`Storable Product`. " @@ -5138,7 +5678,7 @@ msgid "" "current needs." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:87 msgid "" "To create a new reordering rule from the replenishment report, go to " ":menuselection:`Inventory app --> Operations --> Replenishment`, click " @@ -5148,7 +5688,7 @@ msgid "" "columns on the :guilabel:`Replenishment` report page, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:93 msgid "" "To create a new reordering rule from the product form, go to " ":menuselection:`Inventory app --> Products --> Products`, and select a " @@ -5156,11 +5696,11 @@ msgid "" "smart button, click :guilabel:`Create`, and fill out the fields." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 msgid "Replenishment report fields" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:100 msgid "" "The following fields are on the :guilabel:`Replenishment` report. If any of " "these fields are not visible, click the :guilabel:`⋮ (additional options)` " @@ -5168,46 +5708,46 @@ msgid "" "field to make it visible." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 msgid ":guilabel:`Product`: the product that requires a replenishment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 msgid "" ":guilabel:`Location`: the specific location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 msgid ":guilabel:`Warehouse`: the warehouse where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:107 msgid ":guilabel:`On Hand`: the amount of product currently available." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 msgid "" ":guilabel:`Forecast`: the amount of product available after all current " "orders (sales, manufacturing, purchase, etc.) are taken into account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 msgid "" ":guilabel:`Preferred Route`: how the product is procured, either " ":guilabel:`Buy`, :guilabel:`Manufactured`, :guilabel:`Dropship`, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 msgid ":guilabel:`Vendor`: the company from which the product is acquired." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:113 msgid "" ":guilabel:`Bill of Materials`: the bill of materials for the product (if one" " is configured)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:114 msgid "" ":guilabel:`Trigger`: how the replenishment is created, either " ":guilabel:`Auto` (automatically, once the :guilabel:`On Hand` quantity goes " @@ -5215,27 +5755,27 @@ msgid "" "replenishment is requested)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 msgid "" ":guilabel:`Procurement Group`: the reference number for how the product is " "being acquired, such as a sales order, purchase order, or manufacturing " "order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 msgid "" ":guilabel:`Min Quantity`: the minimum amount of product that should be " "available. When inventory levels goes below this number, the replenishment " "is triggered." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 msgid "" ":guilabel:`Max Quantity`: the amount of product that should be available " "after replenishing the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:123 msgid "" ":guilabel:`Multiple Quantity`: if the product should be ordered in specific " "quantities, enter the number that should be ordered. For example, if the " @@ -5243,22 +5783,22 @@ msgid "" "products are replenished." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 msgid "" ":guilabel:`To Order`: the amount of product that is currently needed, and " "will be ordered, if the :guilabel:`Order Once` or :guilabel:`Automate " "Orders` button is clicked." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:128 msgid ":guilabel:`UoM`: the unit of measure used to acquire the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 msgid ":guilabel:`Company`: the company for which the product is acquired." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:131 msgid "" "By default, the quantity in the :guilabel:`To Order` field is the quantity " "required to reach the set :guilabel:`Max Quantity`. However, the " @@ -5267,21 +5807,21 @@ msgid "" "Once`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:135 msgid "" "To automate a replenishment from the :guilabel:`Replenishment` page, click " ":guilabel:`Automate Orders` on the right-side of the line, represented by a " ":guilabel:`🔄 (circular arrow)` icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:138 msgid "" "When this button is clicked, Odoo will automatically generate a draft " "|PO|/|MO| every time the forecasted stock level falls below the set " ":guilabel:`Min Quantity` of the reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:141 msgid "" "On the :guilabel:`Replenishment` page, a reordering rule or manual " "replenishment can be temporarily deactivated for a given period, by clicking" @@ -5294,7 +5834,7 @@ msgid "" "time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:147 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:149 msgid "" "A |PO| or |MO| created by a manual replenishment has a " ":guilabel:`Replenishment Report` as the source document. A |PO| or |MO| " @@ -5308,67 +5848,67 @@ msgid "" "report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 msgid "Make to order (MTO) route" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:160 msgid "" "Since the |MTO| route is recommended for customized products, the route is " "hidden by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:169 msgid "To activate the |MTO| route in Odoo:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:161 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:163 msgid "Go to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 msgid "" "Activate the :guilabel:`Multi-Step Routes` setting, located under the " ":guilabel:`Warehouse` section, and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 msgid "" "Then, go to :menuselection:`Inventory app --> Configuration --> Routes`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 msgid "" "Click on :menuselection:`Filters --> Archived` to show archived routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:168 msgid "" "Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click " "on :menuselection:`Action --> Unarchive`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:170 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:172 msgid "" "Activating the :guilabel:`Multi-Step Routes` setting also activates " ":guilabel:`Storage Locations`. If these features aren't applicable to the " "warehouse, disable these settings after unarchiving the |MTO| route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:176 msgid "" "To set a product's procurement route to |MTO|, go to " ":menuselection:`Inventory app --> Products --> Products`, and click on the " "desired product to open its product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:179 msgid "" "Then, click the :guilabel:`Inventory` tab, and in the :guilabel:`Routes` " "section of options, select :guilabel:`Replenish on Order (MTO)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:182 msgid "" "For products purchased directly from a vendor, make sure the :guilabel:`Buy`" " route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -5376,7 +5916,7 @@ msgid "" "tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:186 msgid "" "For products manufactured in-house, make sure the :guilabel:`Manufacture` " "route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -5385,11 +5925,11 @@ msgid "" "the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:191 msgid "Finally, when all configurations are complete, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:194 msgid "" "The |MTO| route cannot be selected alone. |MTO| **only** works if the " ":guilabel:`Manufacture` or :guilabel:`Buy` route is also selected." @@ -6019,13 +6559,13 @@ msgstr "" msgid "Integrating additional costs to products (landed costs)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:7 msgid "" "The landed cost feature in Odoo allows the user to include additional costs " "(shipment, insurance, customs duties, etc.) into the cost of the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:13 msgid "" "First, go to :menuselection:`Inventory --> Configuration --> Settings --> " "Valuation` and activate the :guilabel:`Landed Costs` feature. Odoo also " @@ -6037,15 +6577,15 @@ msgstr "" msgid "Activate the landed cost feature in Inventory settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:22 msgid "Add costs to products" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 msgid "Receive the vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:27 msgid "" "After a vendor fulfills a purchase order and sends a bill, click " ":guilabel:`Create Bill` on the purchase order to create a vendor bill in " @@ -6058,7 +6598,7 @@ msgstr "" msgid "Enable Landed Costs option on vendor bill line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:35 msgid "" "For charges that are always landed costs, create a landed cost product in " "Odoo. That way, the landed cost product can be quickly added to the vendor " @@ -6066,7 +6606,7 @@ msgid "" "information every time a vendor bill comes in." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:39 msgid "" "First, create a new product in :menuselection:`Inventory --> Products --> " "Products --> Create`. Next, name the landed cost product. Then, set the " @@ -6076,7 +6616,7 @@ msgid "" ":guilabel:`Save` to finish creating the landed cost product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:45 msgid "" "If this product is always a landed cost, you can also define it on the " "product and avoid having to tick the box on each vendor bill." @@ -6086,7 +6626,7 @@ msgstr "" msgid "Option to define a product as a landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:50 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:52 msgid "" "Once the landed cost is added to the vendor bill (either by checking the " ":guilabel:`Landed Cost` option on the invoice line or adding a landed cost " @@ -6103,7 +6643,7 @@ msgid "" "Use a warehouse transfer to cover a landed cost in the accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:64 msgid "" "After setting the picking, click :guilabel:`Compute` on the landed cost " "record. Then, go to the :guilabel:`Valuation Adjustments` tab to see the " @@ -6111,13 +6651,13 @@ msgid "" "landed cost entry to the accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:68 msgid "" "The user can access the journal entry that has been created by the landed " "cost by clicking on the :guilabel:`Journal Entry`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:72 msgid "" "The product that the landed cost is applied to must have a product category " "set to a :abbr:`FIFO (First In, First Out)` or an :abbr:`AVCO (Average " @@ -6128,7 +6668,7 @@ msgstr "" msgid "Landed cost journal entry" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:80 msgid "" "Landed cost records can also be directly created in " ":menuselection:`Inventory --> Operations --> Landed Costs`, it is not " @@ -6179,23 +6719,23 @@ msgid "" "basis depending on the needs and priorities of the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 msgid "Types of accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:37 msgid "" "Accounting entries will depend on the accounting mode: *Continental* or " "*Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:40 msgid "" "Verify the accounting mode by activating the :ref:`developer-mode` and " "navigating to :menuselection:`Accounting --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:43 msgid "" "In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " "when products are sold or delivered. This means that the cost of a good is " @@ -6204,24 +6744,24 @@ msgid "" " both *Asset Accounts* in the balance sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:48 msgid "" "In *Continental* accounting, the cost of a good is reported as soon as a " "product is received into stock. Additionally, a single *Expense* account is " "used for both input and output accounts in the balance sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 msgid "Costing methods" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:57 msgid "" "Below are the three costing methods that can be used in Odoo for inventory " "valuation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 msgid "" "**Standard Price**: is the default costing method in Odoo. The cost of the " "product is manually defined on the product form, and this cost is used to " @@ -6229,7 +6769,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:63 msgid "" "**Average Cost (AVCO)**: calculates the valuation of a product based on the " "average cost of that product, divided by the total number of available stock" @@ -6237,7 +6777,7 @@ msgid "" "constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:66 msgid "" "**First In First Out (FIFO)**: tracks the costs of incoming and outgoing " "items in real-time and uses the real price of the products to change the " @@ -6249,18 +6789,18 @@ msgid "" "sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 msgid "" "Changing the costing method greatly impacts inventory valuation. It's highly" " recommended to consult an accountant first before making any adjustments " "here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:78 msgid "Configure automated inventory valuation in Odoo" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:80 msgid "" "Make changes to inventory valuation options by navigating to " ":menuselection:`Inventory --> Configuration --> Product Categories`, and " @@ -6268,13 +6808,13 @@ msgid "" "apply." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:85 msgid "" "It is possible to use different valuation settings for different product " "categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:87 msgid "" "Under the :guilabel:`Inventory Valuation` heading are two labels: " ":guilabel:`Costing Method` and :guilabel:`Inventory Valuation`. Pick the " @@ -6284,13 +6824,13 @@ msgid "" ":guilabel:`Automated`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 msgid "" -":doc:`Using the inventory valuation " -"`" +":ref:`Using the inventory " +"valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:96 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -6301,7 +6841,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:102 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " @@ -6312,21 +6852,21 @@ msgid "" "*Inventory Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:108 msgid "" "On the same screen, the :guilabel:`Account Stock Properties` fields will " "appear, as they are now required fields given the change to automated " "inventory valuation. These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:112 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:114 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -6335,7 +6875,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:118 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -6344,11 +6884,11 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:124 msgid "Access reporting data generated by inventory valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:126 msgid "" "To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." " At the top of the dashboard, change the :guilabel:`As of` field value to " @@ -6357,14 +6897,14 @@ msgid "" " at once." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:131 msgid "" "Under the parent :guilabel:`Current Assets` line item, look for the nested " ":guilabel:`Stock Valuation Account` line item, where the total valuation of " "all of the inventory on hand is displayed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:135 msgid "" "Access more specific information with the :guilabel:`Stock Valuation " "Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " @@ -6383,48 +6923,48 @@ msgstr "" msgid "Using inventory valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:7 msgid "" "*Inventory valuation* is a quintessential accounting procedure that " "calculates the value of on-hand stock. Once determined, the inventory " "valuation amount is then incorporated into a company's overall value." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:11 msgid "" "In Odoo, this process can be conducted manually— by warehouse employees " "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:15 msgid "" -":ref:`Inventory valuation configuration " -"`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:16 -msgid "Understand the basics of inventory valuation" +":ref:`Inventory valuation " +"configuration`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:18 +msgid "Understand the basics of inventory valuation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:20 msgid "" "In order to understand how moving products in and out of stock affects the " "company's overall value, consider the following product and stock moves " "scenario below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 msgid "Receive a product" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:26 msgid "" "For example, consider an physical product, a simple *table*, which is " "categorized as `Office Furniture` in the product form's :guilabel:`Product " "Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:29 msgid "" "Navigate to the the product category itself by going to " ":menuselection:`Inventory app --> Configuration --> Product Categories`, and" @@ -6432,14 +6972,14 @@ msgid "" "(FIFO)` and the :guilabel:`Inventory Valuation` field as `Automated`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:34 msgid "" "Alternatively access the :guilabel:`Product Categories` dashboard by " "clicking on the :guilabel:`internal link` arrow on the individual product's " "form, by hovering over the :guilabel:`Product Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:38 msgid "" "Next, assume 10 tables are purchased at a price of $10.00, each. The " ":abbr:`PO (Purchase Order)` for those tables will show the subtotal of the " @@ -6450,7 +6990,7 @@ msgstr "" msgid "Purchase order with 10 tables products valued at $10 each." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:45 msgid "" "After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, use" " the :guilabel:`Valuation` smart button to view how the value of inventory " @@ -6461,13 +7001,13 @@ msgstr "" msgid "Valuation smart button on a receipt." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:53 msgid "" ":ref:`Developer mode ` must be turned on to see the " "*Valuation* smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:56 msgid "" "The :doc:`consignment " "` " @@ -6475,7 +7015,7 @@ msgid "" "companies are not accounted for in the host company's inventory valuation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:60 msgid "" "The :guilabel:`Stock Valuation` dashboard then displays valuation of all " "products in the shipment, along with their quantities and valuation. In the " @@ -6487,7 +7027,7 @@ msgstr "" msgid "Stock valuation page depicting the products within a shipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:68 msgid "" "In Odoo, automatic inventory valuation records are also recorded in the " "*Accounting* app. To access these accounting entries, navigate to " @@ -6500,11 +7040,11 @@ msgstr "" msgid "Accounting entry for the inventory valuation of 10 tables." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 msgid "Deliver a product" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:80 msgid "" "In the same logic, when a table is shipped to a customer and leaves the " "warehouse, the stock valuation decreases. The :guilabel:`Valuation` smart " @@ -6516,11 +7056,11 @@ msgstr "" msgid "Decreased stock valuation after a product is shipped." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 msgid "The inventory valuation report" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:91 msgid "" "To view the current value of all products in the warehouse, go to " ":menuselection:`Inventory app --> Reporting --> Inventory Valuation`. The " @@ -6533,18 +7073,18 @@ msgstr "" msgid "Inventory valuation report showing multiple products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:101 msgid "" "The :guilabel:`Inventory At Date` button, located in the top-left corner of " "the :guilabel:`Stock Valuation` dashboard, shows the inventory valuation of " "products available during a prior specified date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 msgid "Update product unit price" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:108 msgid "" "For any company: lead times, supply chain failures, and other risk factors " "can contribute to invisible costs. Although Odoo attempts to accurately " @@ -6552,7 +7092,7 @@ msgid "" "to update the unit price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:113 msgid "" "Manual valuation is intended for products that can be purchased and received" " for a cost greater than 0, or have product categories set with " @@ -6564,7 +7104,7 @@ msgstr "" msgid "Add manual valuation of stock value to a product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:121 msgid "" "Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard" " by first navigating to :menuselection:`Inventory app --> Reporting --> " @@ -6573,7 +7113,7 @@ msgid "" " well as a teal :guilabel:`+ (plus)` button on the right." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:126 msgid "" "Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product" " Revaluation` form, where updates to the calculation of inventory valuation " @@ -8006,6 +8546,135 @@ msgstr "" msgid "A receipt for stock received to one warehouse from another." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:3 +msgid "Locations" +msgstr "Strefy magazynowe" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:5 +msgid "" +"A *location* is a specific space within a warehouse. This can be a shelf, " +"room, aisle, etc. There are three types of locations in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:8 +msgid "" +"*Physical locations* are spaces within a warehouse owned by the user's " +"company. These can be a an area where items are stored like an aisle or " +"shelf, or an area where operations take place, like loading and unloading " +"bays." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:11 +msgid "" +"*Partner locations* are the same as physical locations except that they " +"exist within the warehouse of a customer or vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:13 +msgid "" +"*Virtual locations* are locations that do not exist physically, but where " +"items that are not in inventory can be placed. These can be items that have " +"not yet entered inventory, like products that are on the way to a warehouse," +" or items that are no longer in inventory due to loss or other factors." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:19 +msgid "" +"In order to use locations, the :guilabel:`Storage Locations` setting must be" +" enabled. To do so, navigate to :menuselection:`Inventory --> Configuration " +"--> Settings`, scroll down to the :guilabel:`Warehouse` heading, and enable " +"the :guilabel:`Storage Locations` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:24 +msgid "Create a new location inside a warehouse" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:26 +msgid "" +"Starting from the :menuselection:`Inventory` app, select " +":menuselection:`Configuration --> Locations --> Create`. The new location " +"form can then be configured as follows:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:29 +msgid "" +":guilabel:`Location Name`: the name that will be used to reference the " +"location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:30 +msgid "" +":guilabel:`Parent Location`: the location or warehouse that the new location" +" exists within" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:31 +msgid "" +":guilabel:`Location Type`: choose the category that the location belongs to" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:32 +msgid "" +":guilabel:`Company`: the company that owns the warehouse that the location " +"is inside of" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:33 +msgid "" +":guilabel:`Is a Scrap Location?`: check this box to allow for " +"scrapped/damaged goods to be stored in this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:35 +msgid "" +":guilabel:`Is a Return Location?`: check this box to allow products to be " +"returned to this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:37 +msgid ":guilabel:`Barcode`: the barcode number assigned to the location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:38 +msgid "" +":guilabel:`Removal Strategy`: the :ref:`strategy " +"` for how items should be taken from " +"inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst-1 +msgid "The form for creating a new location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:46 +msgid "Create location hierarchies" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:48 +msgid "" +"The *Parent Location* setting on the new location form allows for a location" +" to exist within a warehouse or another location. Every location can serve " +"as a parent location, and every parent location can have multiple locations " +"within it, allowing for the creation of a virtually infinite hierarchical " +"structure." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:54 +msgid "" +"Location hierarchy could be organized so that a shelf is located within an " +"aisle, which is located within a room, which is located within the overall " +"warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:57 +msgid "" +"To create the location hierarchy in the example above, set the warehouse as " +"the parent of the room, the room as the parent of the aisle, and the aisle " +"as the parent of the shelf. This can be adapted to a hierarchy of any " +"magnitude." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst:3 msgid "Transfer products between warehouses using replenishment" msgstr "" @@ -8282,7 +8951,7 @@ msgid "" "can create moves between warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:19 msgid "" "A **Location** is a specific space within the warehouse. It can be a " "sublocation of the warehouse (a shelf, a floor, an aisle, and so on). " @@ -8291,25 +8960,25 @@ msgid "" "be configured as needed under one warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 msgid "There are three types of locations:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:26 msgid "" "The **Physical Locations** are internal locations that are part of the " "warehouses that the company owns. They can be the loading and unloading " "areas of the warehouse, a shelf, a department, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:28 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:30 msgid "" "The **Partner Locations** are spaces within a customer and/or vendor's " "warehouse. They work the same way as physical locations, with the only " "difference being that they are not owned by the user's company." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:34 msgid "" "The **Virtual Locations** are places that do not exist, but in which " "products can be placed when they are not physically in an inventory yet (or " @@ -8318,7 +8987,7 @@ msgid "" "(**Procurements**)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:39 msgid "" "In Odoo, locations are structured hierarchically. Locations can be " "structured as a tree, dependent on a parent-child relationship. This gives " @@ -8326,7 +8995,7 @@ msgid "" "organization of the warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:46 msgid "" "To activate locations, go to :menuselection:`Configuration --> Settings` and" " enable :guilabel:`Storage Locations`. Then, click :guilabel:`Save`." @@ -8336,25 +9005,25 @@ msgstr "" msgid "Enable the storage location feature in Odoo Inventory settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:54 msgid "" "To manage several routes within the warehouses, also enable " ":guilabel:`Multi-Step Routes` and check " ":doc:`../../routes/concepts/use_routes`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 #: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst:41 msgid "Create a new warehouse" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:60 msgid "" "To create a warehouse, go to :menuselection:`Configuration --> Warehouse " "Management --> Warehouses` and click on :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:63 msgid "" "Then, fill out a :guilabel:`Warehouse Name` and a :guilabel:`Short Name`. " "The short name is five characters maximum." @@ -8364,14 +9033,14 @@ msgstr "" msgid "Short name field of a warehouse on Odoo Inventory." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:71 msgid "" "The :guilabel:`Short Name` appears on transfer orders and other warehouse " "documents. Odoo recommends using an understandable one like \"WH/[first " "letters of location]\"." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:74 msgid "" "Now, go back to the :guilabel:`Inventory` dashboard. There, new operations " "related to the newly created warehouse have been automatically generated." @@ -8383,23 +9052,23 @@ msgid "" "created warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:82 msgid "" "Adding a second warehouse will automatically activate the " ":guilabel:`Locations` setting." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 msgid "Create a new location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:87 msgid "" "To create a location, go to :menuselection:`Configuration --> Warehouse " "Management --> Locations` and click on :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:90 msgid "" "Then, fill out a :guilabel:`Location Name` and a :guilabel:`Parent Location`" " and click :guilabel:`Save`." @@ -9684,452 +10353,608 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:3 -msgid "What is a Removal Strategy (FIFO, LIFO, FEFO, Closest location)?" +msgid "Removal strategies (FIFO, LIFO, FEFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:7 +msgid "" +"For companies with warehouses, **removal strategies** determine which " +"products are taken from the warehouse, and when. Removal strategies are " +"typically defined for specific picking operations. This helps companies to " +"select the best products, optimize the distance workers need to travel when " +"picking items for orders, and account for quality control, such as moving " +"products with expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:13 msgid "" "Usually, *Removal Strategies* are defined in picking operations to select " -"the best products, optimize the distance for the worker, for quality control" -" purposes, or to first move products with the closest expiration date." +"the best products to optimize the distance for the worker, for quality " +"control purposes, or to first move the products with the closest expiration " +"date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:17 msgid "" -"When a product movement needs to be done, Odoo finds available products that" -" can be assigned to the transfer. The way Odoo assigns these products " -"depends on the *Removal Strategy* defined in the *Product Category* or on " -"the *Location*." +"When a product needs to be moved, Odoo finds available products that can be " +"assigned to the transfer. The way Odoo assigns these products depends on the" +" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " +"Category` or the :guilabel:`Location` dashboards." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:14 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:21 msgid "" -"Imagine a generic warehouse plan, with receiving docks and areas, storage " -"locations, picking and packing areas, and shipping docks. All products go " -"through all these locations, but some rules, such as removal strategies, can" -" have an effect on which products are taken for the pickings." +"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " +"app --> Configuration --> Locations` or :menuselection:`Product Categories`." +" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " +"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" +" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " +"drop-down menu and selecting the desired removal strategy. After selecting " +"the new removal strategy, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Empty stock waiting for deliveries at the docks." +msgid "" +"Change the Force Removal Strategy for either the Product Categories or " +"Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:33 +msgid "What happens inside the warehouse?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:35 msgid "" -"Here, vendor trucks unload pallets of goods at the docks. Then, operators " -"scan the products in the receiving area with the reception date and, if the " -"product has an expiration date, the expiration date. After that, products " -"are stored in their respective locations." +"Most warehouses share the same important areas: receiving docks and sorting " +"areas, storage locations, picking and packing areas, and shipping/loading " +"docks. While all products entering or leaving the warehouse might go through" +" each of these locations at some point, removal strategies can have an " +"effect on which products are taken, from where, and when." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:40 +msgid "" +"In this example below, vendor trucks unload pallets of goods at the " +"receiving docks. Then, operators scan the products in the receiving area, " +"with the reception date and expiration date. After that, products are stored" +" in their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:45 +msgid "" +"Not all products have expiration dates, but in this example, expiration " +"dates apply." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Products entering stock via the receiving area." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 msgid "" -"Next, several orders for the same product are made, but in this example, the" -" goods weren't received on the same day and they don't have the same " -"expiration date. In that situation, logically, sending those with the " -"closest date first is preferred. Depending on the chosen removal strategy, " -"Odoo generates a transfer with the products that fit the settings the best." +"In Odoo, receive products by navigating to the :menuselection:`Inventory` " +"application, and in the kanban view, click on either the " +":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " +":guilabel:`Receipts` dashboard, find and click on the individual receipt " +"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " +"enter the received quantity in the :guilabel:`Done` column. To finish, " +":guilabel:`Validate` to receive the products and register them in the Odoo " +"database." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:59 +msgid "" +"Receiving products can also be done within the Odoo *Barcode* application. " +"If using the *Barcode* app, scan the product(s), update the quantity, and " +"finally, click :guilabel:`Validate`. After products are received in Odoo, " +"the products can then be moved to their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:64 +msgid "" +"Continuing with the same example, below, imagine several sales orders are " +"made for the products received earlier, that use expiration dates. In this " +"example, the products weren't received on the same day, and they don't have " +"the same expiration date. In this situation, logically, sending products " +"with the closest expiration date is preferred, instead of products received " +"first or last. Using the chosen removal strategy configured for those " +"products (in this example, :ref:`FEFO `), Odoo generates a " +"transfer for the products with the soonest expiration date to the picking " +"area, then the packing area, and finally, to the shipping docks for delivery" +" to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "" -":alt: Products being packed at the packing area for delivery, taking expiration dates into\n" +"Products being packed at the packing area for delivery, taking the expiration dates into\n" "account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:79 msgid "" "To pick for delivery, the product's lot/serial number can be found on the " -"transfer form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:46 -msgid "How does it work?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:49 -msgid "First In, First Out (FIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 -msgid "" -"When using a *First In, First Out* (FIFO) strategy, a demand for some " -"products triggers a removal rule, which requests a transfer for the " -"lot/serial number that has entered the stock first." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:54 -msgid "" -"For example, imagine there are three lots of nails in the warehouse. Those " -"three have the following lot numbers: :guilabel:`00001`, :guilabel:`00002`, " -":guilabel:`00003`, each with five boxes of nails in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:58 -msgid "" -":guilabel:`00001` entered the stock on the 23rd of May, :guilabel:`00002` on" -" the 25th of May, and :guilabel:`00003` on the 1st of June. A customer " -"orders six boxes on the 11th of June. With the :abbr:`FIFO (First In, First " -"Out)` removal strategy selected, a transfer is requested for the five boxes " -"of :guilabel:`00001` and one of the boxes in :guilabel:`00002`, because " -":guilabel:`00001` entered the stock before the others. The box from " -":guilabel:`00002` is taken next because it has the oldest reception date " -"after :guilabel:`00001`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:65 -msgid "" -"So, for every order of a product with the :abbr:`FIFO (First In, First Out)`" -" strategy selected, Odoo requests a transfer for the products that have been" -" in the stock for the longest period." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:69 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:71 -msgid "" -"Similar to :abbr:`FIFO (First In, First Out)`, the *Last In, First Out* " -"(LIFO) strategy moves products based on the date they entered the stock. " -"Here, a demand for some products triggers a removal rule that requests a " -"transfer for the lot/serial number that has entered the stock most recently." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:76 -msgid "" -"For example, imagine there are three lots of screws in the warehouse. Those " -"three have the following numbers: :guilabel:`10001`, :guilabel:`10002`, and " -":guilabel:`10003`, each with 10 boxes of screws in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:80 -msgid "" -":guilabel:`10001` entered the stock on the 1st of June, :guilabel:`10002` on" -" the 3rd of June, and :guilabel:`10003` on the 6th of June. A customer " -"orders seven boxes on the 8th of June. With the :abbr:`LIFO (Last In, First " -"Out)` removal strategy selected, a transfer is requested for seven boxes of " -":guilabel:`10003` because that lot is the last one to have entered the " -"stock." +"transfer form. To learn more about picking and shipping, refer to either the" +" :ref:`Two-step delivery ` or " +":ref:`Three-step delivery ` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:85 -msgid "" -"Basically, for every order of a product with the :abbr:`LIFO (Last In, First" -" Out)` strategy used, a transfer for the last lot to have entered the stock " -"is requested." +msgid "How each removal strategy works" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:87 msgid "" -"The :abbr:`LIFO (Last In, First Out)` strategy is banned in many countries " -"and can lead to only having old or obsolete products in the stock." +"Removal strategies determine which products are taken from the warehouse " +"when orders are confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:93 -msgid "First Expire, First Out (FEFO)" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:90 +msgid "First In, First Out (FIFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:92 msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." +"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " +"product triggers a removal rule, which requests a transfer for the " +"lot/serial number that entered the stock first (and therefore, has been in " +"stock for the longest time)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:96 +msgid "" +"For example, imagine there are three lots of nails in the warehouse, and " +"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " +"five boxes of nails in it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:99 msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"<../../management/products/uom>`). Those three lots have the following " -"numbers: :guilabel:`20001`, :guilabel:`20002`, and :guilabel:`20003`, each " -"with five boxes in it." +"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " +"`00003` on June 1. A customer orders six boxes on June 11." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:102 msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." +"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " +"request will pick the five boxes from lot `00001` first, and then from the " +"boxes in lot `00002`, since lot `00001` entered the stock first. The box " +"from lot `00002` is taken next because it has the oldest receipt date after " +"lot `00001`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"The detailed operations for the transfer shows the nail lots to be removed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:112 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." +msgid "Last In, First Out (LIFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:117 -msgid "Closest Location" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:114 +msgid "" +"Similar to the :abbr:`FIFO (First In, First Out)` method, the " +":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " +"on the date they entered a warehouse's stock. Instead of removing the oldest" +" stock on-hand, however, it targets the **newest** stock on-hand for " +"removal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:118 msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." +"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " +"method is placed, a transfer is created for the lot/serial number that has " +"most recently entered the stock (the **last** lot/serial number that entered" +" the warehouse's inventory)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:123 msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:126 +msgid "" +"For example, imagine there are three lots of boxes of screws in the " +"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " +"`10003`, each with 10 boxes of screws per lot." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:129 -msgid "Use removal strategies" +msgid "" +"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " +"`10003` on June 6. A customer orders seven boxes on June 8." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:132 msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." +"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " +"requested for seven boxes of screws from lot `10003` because that lot is the" +" last one to have entered the stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Features to enable in order to properly use removal strategies." +msgid "" +"The detailed operations shows which lots are being selected for the picking." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:141 -msgid "" -"To work with the :abbr:`FEFO (First Expired, First Out)` strategy, also " -"activate the :guilabel:`Expiration Dates` feature." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:140 +msgid "First Expired, First Out (FEFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:142 msgid "" -"Next, go to :menuselection:`Inventory --> Configuration --> Product " -"Categories` to define the removal strategy on a product category." +"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" +" Out)` methods target products for removal based on date of entry into the " +"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " +"products for removal based on their assigned expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:146 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " +"sales order that includes products with this removal strategy assigned " +"ensures that transfers are requested for products with the expiration date " +"soonest to the order date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:150 +msgid "" +"As an example, imagine there are three lots of six-egg boxes. Those three " +"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " +"with five boxes in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:153 +msgid "" +"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " +"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " +"and expires on July 21. A customer orders six boxes on July 5." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:157 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " +"requested for the five boxes from lot `20002` and one from lot `20001`. All " +"the boxes in lot `20002` are transferred because they have the earliest " +"expiration date. The transfer also requests one box from lot `20001` because" +" it has the next closest expiration date after lot `20002`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Force removal strategy set up as first in first out." +msgid "The detailed operations for the transfer shows the lots to be removed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:152 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:154 -msgid "" -"As explained, a :abbr:`FIFO (First In, First Out)` removal strategy implies " -"that products stocked first move out first. Companies should use this method" -" if they are selling products with short demand cycles, such as clothes, and" -" to ensure they are not stuck with outdated styles in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:158 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the :guilabel:`All/Clothes` category, where *FIFO* is set as the removal " -"strategy. In the stock location (:guilabel:`WH/Stock`), the user can find " -"the three lots available." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the white shirt lots inventory valuation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:166 -msgid "" -"Lot :guilabel:`000001` contains five shirts, :guilabel:`000002` contains " -"three shirts, and :guilabel:`000003` contains two shirts." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:167 +msgid "Using removal strategies" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:169 msgid "" -"As seen above, :guilabel:`000001` entered the stock first. Now, create a " -"sales order of six white shirts to check that those products from lot " -":guilabel:`000001` are the first ones to move out." +"To differentiate some units of products from others, the units need to be " +"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " +"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " +"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " +"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " +"save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Traceability settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Warehouse settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:183 msgid "" -"On the delivery order linked to the picking, the oldest lot numbers should " -"have been reserved thanks to the :abbr:`FIFO (First In, First Out)` " +"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " +":guilabel:`Expiration Dates` setting needs to be activated as well. To " +"enable this, go to :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " +":guilabel:`Save` to save all changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:189 +msgid "" +"Now, specific removal strategies can be defined on product categories. To do" +" this, go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and choose a product category to define the removal strategy " +"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " "strategy." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Removal strategy on a product category." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:198 +msgid "" +"To view all products with lots/serial numbers assigned to them, navigate to " +":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " +"reveals a page with drop-down menus of all products assigned lots or serial " +"numbers, filtered by *product* by default. To change the category these " +"products are filtered by, click :guilabel:`Product` (in the search bar, in " +"the top right of the page) to remove the default filter, and select a new " +"filter if desired." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" +"numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:209 +msgid "" +"To view the serial numbers being selected for a sales order, go to the " +":guilabel:`Sales app` and select the sales order in question. In the sales " +"order, click the :guilabel:`Delivery` smart button in the top right. In the " +":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " +"icon in the far right for the product in question. The :guilabel:`Detailed " +"Operations` window appears, and displays the lot or serial numbers selected " +"for that specific product for the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:217 +msgid "FIFO (First In, First Out)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:219 +msgid "" +"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " +"products which enter a warehouse's stock first are removed first. Companies " +"should use this method if they are selling products with short demand " +"cycles, such as clothes, to ensure they are not stuck with outdated styles " +"in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:224 +msgid "" +"In this example, there are three lots of white shirts. The shirts are from " +"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " +"the :guilabel:`Inventory Valuation Report`, the three different receipts are" +" listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "View of the lots of white shirts in the inventory valuation report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:232 +msgid "" +"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " +"lot `000003` contains two shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:235 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:242 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the oldest lot numbers will be reserved thanks to" +" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " +"`000001` and one shirt from lot `000002` will be selected to be sent to the " +"customer." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for a sales order with the FIFO strategy." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:252 msgid "LIFO (Last In, First Out)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:254 msgid "" -"With a *LIFO* strategy, that's quite the opposite. In fact, the products " -"that are received last move out first. :abbr:`LIFO (Last In, First Out)` is " -"mostly used for products without a shelf life." +"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " +"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " +"With this method, the products that are received **last** are moved out " +"first. This method is mostly used for products without a shelf life, and no " +"time-sensitive factors, such as expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:259 msgid "" -"In this example, let's use the white shirts again to test the :abbr:`LIFO " -"(Last In, First Out)` strategy. First, open the product category via " -":menuselection:`Inventory --> Configuration --> Product Categories` and " -"change the removal strategy to :abbr:`LIFO (Last In, First Out)`." +"In this example, there are three lots of cinder blocks. The blocks are from " +"the *All/Building Materials* category, where *FIFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Last in first out strategy set up as forced removal strategy." +msgid "View of the lots of cinder blocks in the inventory valuation report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:267 msgid "" -"Then, create a sales order for four white shirts and check that the reserved" -" products are from lots :guilabel:`000003` and :guilabel:`000002`." +"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" +" blocks, and lot `0000400` contains four cinder blocks." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:270 +msgid "" +"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " +"navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (for this example, the " +":guilabel:`All/Building Materials` category) to edit. This reveals a product" +" category form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:275 +msgid "" +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " +"Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "Last in first out (LIFO) strategy set up as forced removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:282 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:289 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the newest lot numbers will be reserved thanks to" +" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" +" lot `0000400` and one cinder block from lot `000030` will be selected to be" +" sent to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for sale with the LIFO strategy." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:201 -msgid "" -"Don't forget that the :abbr:`LIFO (Last In, First Out)` strategy is banned " -"in many countries!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:204 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:301 msgid "FEFO (First Expired, First Out)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:303 msgid "" -"With the :abbr:`FEFO (First Expired, First Out)` removal strategy, the way " -"products are picked is not based on the reception date. In this particular " -"case, they are dispatched according to their expiration date." +"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " +"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" +" strategies, because it targets products for removal based on **expiration " +"dates** instead of their warehouse receipt dates. With this method, the " +"products that are going to expire first are moved out first. This method is " +"used for perishable products, such as medicine, food, and beauty products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:309 msgid "" -"For have more information about expiration dates, please have a look at " -":doc:`the related doc " -"<../../management/lots_serial_numbers/expiration_dates>`." +"Lots are picked based on their **removal date** from earliest to latest. " +"Removal dates indicate how many days *before* the expiration date the " +"product needs to be removed from stock. The removal date is set on the " +"product form. Lots without a removal date defined are picked after lots with" +" removal dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:315 msgid "" -"By activating the :guilabel:`Expiration Dates` feature, it becomes possible " -"to define different expiration dates on the serial/lot numbers that will be " -"used in :abbr:`FEFO (First Expired, First Out)`. These expiration dates can " -"be set by going to :menuselection:`Inventory --> Products --> Lots/Serial " -"Numbers`." +"If products are not removed from stock when they should be, lots that are " +"past the expiration date may still be picked for delivery orders!" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:319 +msgid "" +"For more information about expiration dates, reference the :doc:`Expiration " +"dates " +"`" +" document." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:323 +msgid "" +"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " +"and ensure :guilabel:`Expiration Dates` is enabled. Once the " +":guilabel:`Expiration Dates` setting is enabled, it's possible to define " +"different expiration dates for individual serialized products, as well as " +"for lot numbers containing many products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:328 +msgid "" +"In this example, there are three lots of hand cream. The creams are from the" +" *All/Health & Beauty* category, where *FEFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:332 +msgid "" +"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " +"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" +" `0000003` contains ten tubes of hand cream, expiring on October 31." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"View the hand cream lot numbers and expiration dates in the inventory " +"report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:340 +msgid "" +"Expiration dates can be entered when validating the received products, or " +"set on products by going to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" +" select the product from the drop-down menu. Next, select the expiration " +"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "View of the removal date for 0000001." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:349 msgid "" -"Lots are picked based on their removal date, from earliest to latest. Lots " -"without a removal date defined are picked after lots with removal dates." +"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" +" navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (in this example, the " +":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " +"category form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:227 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:354 msgid "" -"Other dates are for informational and reporting purposes only. If not " -"removed from the stock, lots that are past the expiration dates may still be" -" picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:230 -msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` strategy, go to " -":menuselection:`Inventory --> Configuration --> Product Categories` and set " -":abbr:`FEFO (First Expired, First Out)` in the :guilabel:`Force Removal " -"Strategy` field." +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," +" First Out)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the FEFO strategy being set up as forced removal strategy." +msgid "FEFO forced removal strategy set on the product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:361 msgid "" -"For this particular case, the stock has hand cream. There are three lots of " -"them." +"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " +"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" +" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " +"the drop-down menu, or type in the name of the product in the field. Enter a" +" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" +" click :guilabel:`Save`, then click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Lot / Serial No**" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Product**" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Expiration Date**" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "0000001" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "Hand Cream" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "09/30/2019" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "0000002" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "11/30/2019" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "0000003" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "10/31/2019" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:250 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:368 msgid "" -"When a sales order for 25 units of Hand Cream is created, Odoo automatically" -" reserves the lots with the closest expiration date, :guilabel:`0000001` and" -" :guilabel:`0000003`." +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the lot numbers expiring first will be reserved " +"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " +"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " +"selected to be sent to the customer, detailed in the :guilabel:`Detailed " +"Operations` tab in the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Two hand cream lots reserved for sell with the FEFO strategy." +msgid "Hand cream lot numbers selected for the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping.rst:5 @@ -12331,13 +13156,6 @@ msgid "" "manufacturing process." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 -msgid "" -"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " -"Operations --> Scrap`. Each scrap order shows the date and time the order " -"was created, along with the product and quantity that was scrapped." -msgstr "" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:23 msgid "" "To view the total quantity of each item scrapped, navigate to " @@ -12889,25 +13707,25 @@ msgstr "" msgid "Use the Master Production Schedule" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:5 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:7 msgid "" "The Master Production Schedule (MPS) is a valuable tool to plan your " "production based on your demand forecast." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:13 msgid "" "Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` " "and activate the Master Production Schedule feature before hitting save." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:17 msgid "" "In the MPS settings, you can define the time range of your MPS " "(month/week/day) and the number of periods you want to display at all times." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:18 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:20 msgid "" "Now, go to :menuselection:`Planning --> Master Production Schedule` and " "click on *add a product*. You can now define your safety stock target (= the" @@ -12915,7 +13733,7 @@ msgid "" "and maximum quantities that must or can be replenished in each period." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:26 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:28 msgid "" "In the MPS view, you can decide which information you would like to display " "by clicking on *rows*. For instance, the *Actual demand* will show you which" @@ -12925,11 +13743,11 @@ msgid "" "to hide rows if you like." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 msgid "Estimate your demand and launch replenishment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:40 msgid "" "The next step is to estimate the demand for the chosen period. This is done " "in the *Forecasted Demand* Row. You can easily, at any time, compare the " @@ -12938,7 +13756,7 @@ msgid "" "components." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:48 msgid "" "Once the forecasted demand has been set, the quantity to replenish for the " "different periods will automatically be computed. The replenishments you are" @@ -12947,14 +13765,14 @@ msgid "" " replenishment by clicking on the replenish button." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:52 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:54 msgid "" "Depending on the configuration of the product (buy vs. manufacture), " "requests for quotations or manufacturing orders will be created. You can " "easily access those by clicking on the *Actual Replenishment* cell." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:61 msgid "" "In case you manually edit the *Suggested Replenishment* quantity, a small " "cross will appear on the left hand side of the cell. In case you want to go " @@ -12962,74 +13780,74 @@ msgid "" "cross." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 msgid "Cells color signification" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:69 msgid "" "The cells, which are part of the *Suggested Replenishment* line, can take " "different colors depending on the situation:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:70 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 msgid "" "**Green**: quantity of products which should be replenished to reach the " "expected safety stock considering the demand forecast and the indirect " "demand forecast." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 msgid "" "**Grey**: replenishment order has already been generated, and its quantity " "still matches current data." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 msgid "" "**Red**: replenishment order has already been generated, and its quantity " "was too high considering current data." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 msgid "" "**Orange**: replenishment order has already been generated, and its quantity" " was too low considering current data." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:80 msgid "" "The *Forecasted stock* line can also contain red cells, which means the " "stock will be negative during the period in question." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 msgid "What if I have underestimated the demand?" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:86 msgid "" "You can still increase the demand forecast. It will impact the quantity to " "replenish. The cell will become orange, and you’ll be able to launch a new " "replenishment." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 msgid "What if I have overestimated the demand?" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:93 msgid "" "You can decrease the demand forecast. The cell will become red to inform you" " that you’ve ordered more than planned. If you’re still able to do it, you " "can cancel some RFQ or MO manually." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 msgid "What if I wrongly added a product to the MPS?" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:100 msgid "" "You can easily remove a product from the MPS by clicking the small bin on " "the right of its name." @@ -13105,17 +13923,17 @@ msgstr "" msgid "An example of a fully configured work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 msgid "Set standards for work center productivity" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:40 msgid "" "The :guilabel:`General Information` tab on the work center form allows for " "productivity goals to be assigned to a work center:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:43 msgid "" ":guilabel:`Time Efficiency`: used to calculate the expected duration of a " "work order at the work center; for example, if a work order normally takes " @@ -13123,35 +13941,35 @@ msgid "" "minutes" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:44 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 msgid "" ":guilabel:`Capacity`: the number of operations that can be performed at the " "work center simultaneously" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 msgid ":guilabel:`OEE Target`: the target for efficiency at the work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:47 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 msgid "" ":guilabel:`Setup Time`: time required to set up the work center before work " "can commence" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 msgid "" ":guilabel:`Cleanup Time`: time required to clean the work center after work " "is finished" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:51 msgid "" ":guilabel:`Cost per hour`: the cost of operating the work center for one " "hour" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:52 msgid "" ":guilabel:`Analytic Account`: the account where the cost of the work center " "should be recorded" @@ -13161,44 +13979,44 @@ msgstr "" msgid "The general information tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:57 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 msgid "Assign equipment to a work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:61 msgid "" "Using the :guilabel:`Equipment` tab, it is possible for specific pieces of " "equipment to be assigned to a work center. The following information will be" " displayed for each piece of equipment added:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:62 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 msgid ":guilabel:`Equipment Name`: the name of the piece of equipment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:63 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 msgid "" ":guilabel:`Technician`: the technician responsible for servicing the " "equipment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:66 msgid ":guilabel:`Equipment Category`: the category the equipment belongs to" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 msgid "" ":guilabel:`MTBF`: mean time between failures; the average time that the " "piece of equipment will operate before failing" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 msgid "" ":guilabel:`MTTR`: mean time to recovery; the average time it takes for the " "equipment to become fully operational again" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:71 msgid "" ":guilabel:`Est. Next Failure`: an estimate of when the next equipment " "failure will occur" @@ -13208,31 +14026,31 @@ msgstr "" msgid "The equipment tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:78 msgid "" ":guilabel:`MTBF`, :guilabel:`MTTR`, and :guilabel:`Est. Next Failure` are " "all calculated automatically based on past failure data, if any exists." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 msgid "Integrate IoT devices" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:86 msgid "" "The :guilabel:`IoT Triggers` tab enables the integration of :abbr:`IoT " "(Internet of Things)` devices with a work center:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 msgid ":guilabel:`Device`: specifies the IoT device to be triggered" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:88 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:90 msgid ":guilabel:`Key`: the security key for the device" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:91 msgid ":guilabel:`Action`: the IoT device action triggered" msgstr "" @@ -13240,11 +14058,11 @@ msgstr "" msgid "The IoT Triggers tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 msgid "Use case: configure an alternative work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:100 msgid "" "When a work center is at capacity, it cannot accept any new work orders. " "Instead of waiting for the work center to become available, it is possible " @@ -13252,7 +14070,7 @@ msgid "" "carried out." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:102 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:104 msgid "" "Begin by creating a new work center. Configure the :guilabel:`Equipment` tab" " so that it has all of the same equipment as the main work center. This will" @@ -13261,7 +14079,7 @@ msgid "" ":guilabel:`Alternative Workcenters` selection field." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:107 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:109 msgid "" "Now, create a new manufacturing order that uses the main work center for one" " of its operations. The main work center will automatically be selected for " @@ -13275,7 +14093,7 @@ msgid "" "Click the plan button to automatically select an available work center." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:116 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:118 msgid "" "If the main work center is at capacity, the work center selected for the " "operation will be automatically changed to the alternative work center." @@ -13285,11 +14103,11 @@ msgstr "" msgid "The alternative work center is automatically selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:124 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 msgid "Monitor work center performance" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:128 msgid "" "Performance for an individual work center can be viewed by selecting " ":menuselection:`Configuration --> Work Centers`, and clicking on a work " @@ -13297,23 +14115,23 @@ msgid "" "at the top right of the form:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:130 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 msgid "" ":guilabel:`OEE`: overall effective efficiency, the percentage of time that " "the work center has been fully productive" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 msgid ":guilabel:`Lost`: the amount of time lost due to work stoppages" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:133 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:135 msgid "" ":guilabel:`Load`: the amount of time it will take to complete the current " "workload" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:136 msgid "" ":guilabel:`Performance`: the real duration of work time, shown as a " "percentage of the expected duration" diff --git a/locale/pl/LC_MESSAGES/productivity.po b/locale/pl/LC_MESSAGES/productivity.po index 1e0f75c89..5a4eb9e12 100644 --- a/locale/pl/LC_MESSAGES/productivity.po +++ b/locale/pl/LC_MESSAGES/productivity.po @@ -7,17 +7,17 @@ # Tomasz Leppich , 2023 # Maksym , 2023 # Tadeusz Karpiński , 2023 -# Wil Odoo, 2023 # Net Voodooman , 2023 +# Wil Odoo, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" -"Last-Translator: Net Voodooman , 2023\n" +"Last-Translator: Wil Odoo, 2023\n" "Language-Team: Polish (https://app.transifex.com/odoo/teams/41243/pl/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -502,62 +502,51 @@ msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:106 msgid "" -"After one user syncs their Outlook calendar to the Odoo database, unwanted " -"email notifications are unavoidable because the first synchronized user's " -"events will be in the Odoo Calendar. If the Odoo database is shared amongst " -"multiple users, and another user wants to sync their Outlook calendar with " -"Odoo Calendar, Outlook will again pull the existing Odoo Calendar events " -"during the sync and treat them as new events, causing Outlook to send email " -"invitations to all event attendees." -msgstr "" - -#: ../../content/applications/productivity/calendar/outlook.rst:113 -msgid "" "In summary, once a user synchronizes their Outlook calendar with the Odoo " "calendar:" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:115 +#: ../../content/applications/productivity/calendar/outlook.rst:108 msgid "" "Creating an event in Odoo causes Outlook to send an invitation to all event " "attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:116 +#: ../../content/applications/productivity/calendar/outlook.rst:109 msgid "" "Deleting an event in Odoo causes Outlook to send a cancellation to all event" " attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:117 +#: ../../content/applications/productivity/calendar/outlook.rst:110 msgid "" "Unarchiving an event in Odoo causes Outlook to send an invitation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:118 +#: ../../content/applications/productivity/calendar/outlook.rst:111 msgid "" "Archiving an event in Odoo causes Outlook to send a cancellation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:119 +#: ../../content/applications/productivity/calendar/outlook.rst:112 msgid "" "Adding a contact to an event causes Outlook to send an invitation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:120 +#: ../../content/applications/productivity/calendar/outlook.rst:113 msgid "" "Removing a contact from an event causes Outlook to send a cancellation to " "all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:123 +#: ../../content/applications/productivity/calendar/outlook.rst:116 msgid "Sync Odoo Calendar and Outlook" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:125 +#: ../../content/applications/productivity/calendar/outlook.rst:118 msgid "" "In the Odoo database, go to the :guilabel:`Calendar` module and click the " ":guilabel:`Outlook` sync button. The page will redirect to a Microsoft login" @@ -569,13 +558,13 @@ msgstr "" msgid "The \"Outlook\" sync button in Odoo Calendar." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:133 +#: ../../content/applications/productivity/calendar/outlook.rst:126 msgid "" "The synchronization is a two-way process, meaning that events are reconciled" " in both accounts (Outlook and Odoo)." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:137 +#: ../../content/applications/productivity/calendar/outlook.rst:130 msgid "" "All users that want to use the synchronization simply need to :ref:`sync " "their calendar with Outlook `. The configuration of " @@ -585,11 +574,11 @@ msgid "" "for their internal and external users." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:144 +#: ../../content/applications/productivity/calendar/outlook.rst:137 msgid ":doc:`../mail_plugins/outlook`" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:145 +#: ../../content/applications/productivity/calendar/outlook.rst:138 msgid ":doc:`google`" msgstr "" @@ -905,7 +894,7 @@ msgid "View of the contacts’ status for Odoo Discuss" msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:97 -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:65 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:250 msgid ":doc:`team_communication`" msgstr "" @@ -914,99 +903,429 @@ msgid ":doc:`/applications/general/email_communication/email_servers`" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:3 -msgid "Get Organized by Planning Activities" -msgstr "" +msgid "Activities" +msgstr "Czynności" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:5 msgid "" -"When you plan activities you minimize the risk of uncertainties, as you " -"provide clear directions for the course of your next action. In addition to " -"that, you do not leave space for wasteful activities and reduce the chance " -"of having overlapping actions between team members." +"*Activities* are follow-up tasks tied to a record in an Odoo database. " +"Activities can be scheduled on any page of the database that contains a " +"chatter thread, kanban view, list view, or activities view of an " +"application." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:10 -msgid "Where do I see my schedule activities?" +msgid "Schedule activities" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:12 msgid "" -"Access and manage your activities wherever you are in Odoo by the " -"*Activities* menu." +"One way that activities are created is by clicking the :guilabel:`Schedule " +"Activity` button, located at the top of the *chatter* on any record. On the " +"pop-up window that appears, select an :guilabel:`Activity Type` from the " +"drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:17 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:21 +msgid "" +"Enter a title for the activity in the :guilabel:`Summary` field, located in " +"the :guilabel:`Schedule Activity` pop-up window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:24 +msgid "" +"To assign the activity to a different user, select a name from the " +":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the " +"activity is automatically assigned." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:27 +msgid "" +"Lastly, feel free to add any additional information in the optional " +":guilabel:`Log a note...` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:30 +msgid "" +"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " +"window auto-populates based on the configuration settings for the selected " +":guilabel:`Activity Type`. However, this date can be changed by selecting a " +"day on the calendar in the :guilabel:`Due Date` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:34 +msgid "Lastly, click one of the following buttons:" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:36 +msgid "" +":guilabel:`Schedule`: adds the activity to the chatter under " +":guilabel:`Planned activities`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:37 +msgid "" +":guilabel:`Mark as Done`: adds the details of the activity to the chatter " +"under :guilabel:`Today`. The activity is not scheduled, it is automatically " +"marked as completed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:39 +msgid "" +":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " +"marked as done, and opens a new activity window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:41 +msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads page emphasizing the activities menu for Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:20 -msgid "Plan activities" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:22 -msgid "" -"Activities can be planned and managed from the chatter by clicking on " -"*Schedule activity*, or through Kanban views." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads and the option to schedule an activity for Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:31 -msgid "Set your activity types" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:33 -msgid "" -"A number of activities types are available by default in Odoo (call, email, " -"meeting, etc.). However, you can set new ones going to " -":menuselection:`Settings --> Activity types`." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of the settings page emphasizing the menu activity types for Odoo " -"Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:42 -msgid "" -"If you need to create an activity type with an available calendar, make sure" -" to create it with an *Action to Perform* set as *Meeting*." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:46 -msgid "Recommend next activities" +msgid "View of CRM leads and the option to schedule an activity." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:48 msgid "" -"Odoo helps you to plan a flow of activities by allowing you to set " -"*Recommended Next Activities*." +"Depending on the activity type, the :guilabel:`Schedule` button may be " +"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` " +"button." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:51 +msgid "" +"Scheduled activities are added to the chatter for the record under " +":guilabel:`Planned activities`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:57 +msgid "" +"Activities can also be scheduled from the kanban, list, or activities view " +"of an application." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:61 +msgid "Kanban view" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:63 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill " +"out the pop-up form." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Kanban view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:70 +msgid "List view" +msgstr "Widok listy" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:72 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already " +"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 " +"(phone)` or an :guilabel:`✉️ (envelope)` icon." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "List view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:80 +msgid "Activity view" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:82 +msgid "" +"To open the activity view for an application, select the :guilabel:`🕘 " +"(clock)` icon from the menu bar anywhere in the database. Select any " +"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` " +"icon for the desired app." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity menu drop down with focus on where to open activity view for CRM." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:90 +msgid "" +"Select a record on which to schedule an activity. Move across the row to " +"find the desired activity type, then click the :guilabel:`＋ (plus sign)`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:98 +msgid "" +"Activity colors, and their relation to an activity's due date, is consistent" +" throughout Odoo, regardless of the activity type, or the view." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:101 +msgid "" +"Activities that appear in **green** indicate a due date sometime in the " +"future." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:102 +msgid "**Yellow** indicates that the activity's due date is today." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:103 +msgid "" +"**Red** indicates that the activity is overdue and the due date has passed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:105 +msgid "" +"For example, if an activity is created for a phone call, and the due date " +"passes, the activity appears with a red phone in list view, and a red clock " +"on the kanban view." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:109 +msgid "View scheduled activities" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:111 +msgid "" +"To view scheduled activities, open either the :menuselection:`Sales app` or " +":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located " +"to the far-right side of the other view options." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:114 +msgid "" +"Doing so opens the activities menu, showcasing all the scheduled activities " +"for the user, by default. To show all activities for every user, remove the " +":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:118 +msgid "" +"To view a consolidated list of activities separated by the application where" +" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on" +" the header menu to see the activities for that specific application in a " +"drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:122 +msgid "" +"The possibility to :guilabel:`Add new note` and :guilabel:`Request a " +"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘" +" (clock)` icon on the header menu is clicked." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of CRM leads page emphasizing the activities menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:130 +msgid "Configure activity types" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:132 +msgid "" +"To configure the types of activities in the database, go to " +":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of the settings page emphasizing the menu activity types." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:139 +msgid "" +"Doing so reveals the :guilabel:`Activity Types` page, where the existing " +"activity types are found." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:141 +msgid "" +"To edit an existing activity type, select it from the list, then click " +":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:144 +msgid "" +"At the top of a blank activity type form, start by choosing a " +":guilabel:`Name` for the new activity type." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "New activity type form." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:152 +msgid "Activity settings" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:155 +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "Akcja" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:157 +msgid "" +"The *Action* field specifies the intent of the activity. Some actions " +"trigger specific behaviors after an activity is scheduled." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:160 +msgid "" +"If :guilabel:`Upload Document` is selected, a link to upload a document is " +"added directly to the planned activity in the chatter." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:162 +msgid "" +"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " +"have the option to open their calendar to schedule a time for this activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:164 +msgid "" +"If :guilabel:`Request Signature` is selected, a link is added to the planned" +" activity in the chatter that opens a signature request pop-up window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:168 +msgid "" +"The actions available to select on an activity type vary, depending on the " +"applications currently installed in the database." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:172 +msgid "Default user" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:174 +msgid "" +"To automatically assign this activity to a specific user when this activity " +"type is scheduled, choose a name from the :guilabel:`Default User` drop-down" +" menu. If this field is left blank, the activity is assigned to the user who" +" creates the activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:179 +msgid "Default summary" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:181 +msgid "" +"To include notes whenever this activity type is created, enter them into the" +" :guilabel:`Default Summary` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:185 +msgid "" +"The information in the :guilabel:`Default User` and :guilabel:`Default " +"Summary` fields are included when an activity is created. However, they can " +"be altered before the activity is scheduled or saved." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:190 +msgid "Next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:192 +msgid "" +"To automatically suggest, or trigger, a new activity after an activity has " +"been marked complete, the :guilabel:`Chaining Type` must be set." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:196 +msgid "Suggest next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:198 +msgid "" +"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " +"Activity`. Upon doing so, the field underneath changes to: " +":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " +"select any activities to recommend as follow-up tasks to this activity type." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:202 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:230 +msgid "" +"In the :guilabel:`Schedule` field, choose a default deadline for these " +"activities. To do so, configure a desired number of :guilabel:`Days`, " +":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " +":guilabel:`after completion date` or :guilabel:`after previous activity " +"deadline`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:207 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:235 +msgid "" +"This :guilabel:`Schedule` field information can be altered before the " +"activity is scheduled." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:209 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:237 +msgid "When all configurations are complete, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "Schedule activity popup with emphasis on recommended activities." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:216 +msgid "" +"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " +"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " +"users are presented with recommendations for activities as next steps." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:221 +msgid "Trigger next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:223 +msgid "" +"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " +"immediately launches the next activity once the previous one is completed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:226 +msgid "" +"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " +"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " +":guilabel:`Trigger` field drop-down menu, select the activity that should be" +" launched once this activity is completed." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "" -"View of an activity type form emphasizing the field recommended next activities for Odoo\n" -"Discuss" +"Schedule new activity popup with emphasis on Done and launch next button." msgstr "" -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:55 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:244 msgid "" -"Once the respective activity is completed, select *Done & Schedule Next* and" -" next steps are suggested to you." +"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" +" Next Activity`, marking the activity as `Done` immediately launches the " +"next activity listed in the :guilabel:`Trigger` field." msgstr "" -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of an activity being schedule emphasizing the recommended activities field being\n" -"shown for Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:64 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:249 #: ../../content/applications/productivity/discuss/overview/team_communication.rst:98 msgid ":doc:`get_started`" msgstr "" @@ -1169,8 +1488,23 @@ msgstr "" msgid "Internet of Things (IoT)" msgstr "Internet Rzeczy (IoT)" +#: ../../content/applications/productivity/iot.rst:17 +msgid "" +"The Open Platform Communications (OPC) Unified Architecture (UA) protocol is" +" now supported by the :abbr:`IoT (Internet of Things)` box. :abbr:`OPC (Open" +" Platform Communications)` :abbr:`UA (United Architecture)` is an open " +"standard that specifies information exchange for industrial communication on" +" devices, between machines and between systems. This includes communication " +"between information technology and operational technology. :abbr:`OPC (Open " +"Platform Communications)` :abbr:`UA (United Architecture)` can be used with " +"any software platform, on a wide variety of devices, and deployed securely. " +"The :abbr:`IoT (Internet of Things)` box has entered the world of the " +"Industry 4.0 standard and can be utilized in a wide variety of industries, " +"and for things like building automation, packaging, utilities, etc." +msgstr "" + #: ../../content/applications/productivity/iot/config.rst:5 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:6 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:10 msgid "Configuration" msgstr "Konfiguracja" @@ -3979,194 +4313,214 @@ msgstr "" msgid "Outlook Plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:8 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:5 +msgid "" +"Outlook allows for third-party applications to connect in order to execute " +"database actions from emails. Odoo has a plugin for Outlook that allows for " +"the creation of an opportunity from the email panel." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:12 msgid "" "The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both" " on Odoo and Outlook." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:17 msgid "Enable Mail Plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:19 msgid "" -"First, you need to enable the *Mail Plugin* feature in your database. Go to " +"First, enable the *Mail Plugin* feature in the database. Go to " ":menuselection:`Settings --> General Settings --> Integrations`, enable " -"*Mail Plugin*, and *Save* the configuration." -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:21 -msgid "Install the Outlook Plugin" -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:23 -msgid "Open your Outlook mailbox and select any email." +":guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:25 -msgid "Click on the *More actions* button and select *Get Add-ins*." +msgid "Install the Outlook Plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "More actions button in Outlook" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:27 +msgid "" +"Download (:menuselection:`Save Page As --> Web Page XML only`) the following" +" XML file to upload later: " +"`https://download.odoocdn.com/plugins/outlook/manifest.xml " +"`_." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:31 -msgid "Select the *My add-ins* tab." +msgid "" +"Next, open the Outlook mailbox, and select any email. After completing this," +" click on the :guilabel:`More actions` button in the upper right-side and " +"select :guilabel:`Get Add-ins`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "More actions button in Outlook" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:38 +msgid "" +"Following this step, select the :guilabel:`My add-ins` tab on the left-side." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "My add-ins in Outlook" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:37 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:44 msgid "" -"Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add " -"from URL...*" +"Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ " +"Add a custom add-in`, and then on :guilabel:`Add from file...`" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-ins in Outlook" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:43 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:51 msgid "" -"Enter the following URL " -"`https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` and press " -"*OK*." +"For the next step, attach the `manifest.xml` file downloaded above, and " +"press :guilabel:`OK`. Next, read the warning and click on " +":guilabel:`Install`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering the add-in URL in Outlook" -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:50 -msgid "Read the warning and click on *Install*." -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-in installation warning in Outlook" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:59 -msgid "Connect your database" -msgstr "" - #: ../../content/applications/productivity/mail_plugins/outlook.rst:61 -msgid "" -"Open any email in your Outlook mailbox, click on the *More actions* button, " -"and select *Odoo for Outlook*." +msgid "Connect the database" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:63 +msgid "" +"Now, Outlook will be connected to the Odoo database. First, open any email " +"in the Outlook mailbox, click on the :guilabel:`More actions` button in the " +"upper right-side, and select :guilabel:`Odoo for Outlook`." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook add-in button" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:71 msgid "" "The right-side panel can now display **Company Insights**. At the bottom, " -"click on *Login*." +"click on :guilabel:`Login`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Logging in your Odoo database" -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 -msgid "" -"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" -" available as a trial. This feature requires :ref:`prepaid credits " -"`." +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Logging in the Odoo database" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:79 msgid "" -"If, after a short while, the panel is still empty, it is possible that your " -"browser cookie settings prevented it from loading. Note that these settings " -"also change if you are in \"Incognito\" mode on your browser." +"Only a limited amount of **Company Insights** (*Lead Enrichment*) requests " +"are available as a trial database. This feature requires :ref:`prepaid " +"credits `." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:84 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:83 msgid "" -"To fix this issue, configure your browser to always allow cookies on Odoo's " +"If, after a short while, the panel is still empty, it is possible that the " +"browser cookie settings prevented it from loading. Note that these settings " +"also change if the browser is in \"Incognito\" mode." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:87 +msgid "" +"To fix this issue, configure the browser to always allow cookies on Odoo's " "plugin page." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:86 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:89 msgid "" -"For Google Chrome, you can do so by following the guide at: " -"`https://support.google.com/chrome/answer/95647 " -"`_" -" and adding `download.odoo.com` to the list of `Sites that can always use " +"For Google Chrome, change the browser cookie settings by following the guide" +" at: `https://support.google.com/chrome/answer/95647 " +"`_ and adding " +"`download.odoo.com` to the list of :guilabel:`Sites that can always use " "cookies`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:90 -msgid "Once done, the Outlook panel needs to be opened again." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:94 +msgid "Once this is complete, the Outlook panel needs to be opened again." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 -msgid "Enter your Odoo database URL and click on *Login*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:96 +msgid "Now, enter the Odoo database URL and click on :guilabel:`Login`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering your Odoo database URL" +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Entering the Odoo database URL" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:99 -msgid "Click on *Allow* to open the pop-up window." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:102 +msgid "Next, click on :guilabel:`Allow` to open the pop-up window." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "New window pop-up warning" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 -msgid "If you aren't logged into your database, enter your credentials." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:108 +msgid "" +"If the user isn't logged into the database, enter the credentials. Click on " +":guilabel:`Allow` to let the Outlook Plugin connect to the database." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:107 -msgid "Click on *Allow* to let the Outlook Plugin connect to your database." -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Allowing the Outlook Plugin to connect to a database" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:116 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 msgid "Add a shortcut to the plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:120 msgid "" "By default, the Outlook Plugin can be opened from the *More actions* menu. " "However, to save time, it's possible to add it next to the other default " "actions." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:121 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:123 msgid "" -"In your Outlook mailbox, click on *Settings*, then on *View all Outlook " -"settings*." +"In the Outlook mailbox, click on :guilabel:`Settings`, then on " +":guilabel:`View all Outlook settings`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Viewing all Outlook settings" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:127 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:130 msgid "" -"Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and " -"then *Save*." +"Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on " +":guilabel:`Odoo for Outlook`, and then :guilabel:`Save`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook customized action" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:133 -msgid "Open any email; the shortcut should be displayed." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:137 +msgid "Following this step, open any email; the shortcut should be displayed." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:144 +msgid "Using the plugin" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:146 +msgid "" +"Now that the plug-in is installed and operational, all that needs to be done" +" to create a lead is to click on the `O` [Odoo icon] or navigate to " +":guilabel:`More actions` and click on :guilabel:`Odoo for Outlook`. The side" +" panel will appear on the right-side, and under :guilabel:`Opportunities` " +"click on :guilabel:`New`. A new window with the created opportunity in the " +"Odoo database will populate." msgstr "" #: ../../content/applications/productivity/studio.rst:6 @@ -4400,10 +4754,6 @@ msgid "" " It works the same way as when you apply filters on a model." msgstr "" -#: ../../content/applications/productivity/studio/automated_actions.rst:134 -msgid "Action" -msgstr "Akcja" - #: ../../content/applications/productivity/studio/automated_actions.rst:136 msgid "" "Determine what the automated action should do (server action). There are " diff --git a/locale/ro/LC_MESSAGES/administration.po b/locale/ro/LC_MESSAGES/administration.po index da8002214..1eb03ca25 100644 --- a/locale/ro/LC_MESSAGES/administration.po +++ b/locale/ro/LC_MESSAGES/administration.po @@ -5,22 +5,22 @@ # # Translators: # Emanuel Bruda, 2023 -# Foldi Robert , 2023 # Claudia Baisan, 2023 # Hongu Cosmin , 2023 # Lyall Kindmurr, 2023 # Martin Trigaux, 2023 # Dorin Hongu , 2023 # Cozmin Candea , 2023 +# Foldi Robert , 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2022-03-18 14:59+0000\n" -"Last-Translator: Cozmin Candea , 2023\n" +"Last-Translator: Foldi Robert , 2023\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -905,7 +905,6 @@ msgid "" msgstr "" #: ../../content/administration/install/deploy.rst:398 -#: ../../content/administration/upgrade.rst:122 msgid "Todo" msgstr "Todo" @@ -1550,8 +1549,9 @@ msgstr "" #: ../../content/administration/install/online.rst:14 #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 -#: ../../content/administration/maintain/supported_versions.rst:31 -#: ../../content/administration/upgrade/odoo_online.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:29 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "Odoo Online" @@ -3291,9 +3291,10 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:171 #: ../../content/administration/maintain/domain_names.rst:250 -#: ../../content/administration/maintain/supported_versions.rst:32 +#: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:3 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "Odoo.sh" @@ -5118,7 +5119,7 @@ msgstr ":ref:`odoo_online/users`" #: ../../content/administration/odoo_sh/getting_started/branches.rst:293 #: ../../content/administration/odoo_sh/getting_started/settings.rst:77 #: ../../content/administration/odoo_sh/getting_started/settings.rst:113 -#: ../../content/administration/upgrade.rst:10 +#: ../../content/administration/upgrade.rst:3 msgid "Upgrade" msgstr "Actualizează" @@ -5128,8 +5129,8 @@ msgstr "" #: ../../content/administration/maintain/odoo_online.rst:33 msgid "" -"For more information about the upgrade process, check out the :doc:`Odoo " -"Online upgrade documentation <../upgrade/odoo_online>`." +"For more information about the upgrade process, check out the :ref:`Odoo " +"Online upgrade documentation `." msgstr "" #: ../../content/administration/maintain/odoo_online.rst:39 @@ -5601,12 +5602,11 @@ msgstr "" "înlocui apoi simplu, ca orice alt înregistrare, făcând clic pe ea și " "utilizând butonul de editare." -#: ../../content/administration/maintain/supported_versions.rst:6 -#: ../../content/administration/upgrade.rst:208 +#: ../../content/administration/maintain/supported_versions.rst:7 msgid "Supported versions" msgstr "Versiuni suportate" -#: ../../content/administration/maintain/supported_versions.rst:8 +#: ../../content/administration/maintain/supported_versions.rst:9 msgid "" "Odoo provides support and bug fixing **for the 3 last major versions** of " "Odoo." @@ -5614,7 +5614,7 @@ msgstr "" "Odoo oferă suport și corectare de erori **pentru ultimele 3 versiuni " "majore** de Odoo." -#: ../../content/administration/maintain/supported_versions.rst:11 +#: ../../content/administration/maintain/supported_versions.rst:12 msgid "" "Odoo releases intermediary versions called **Online versions** on the " ":doc:`Odoo Online ` hosting every two months. Odoo Online users" @@ -5624,7 +5624,7 @@ msgstr "" " Online ` hosting la fiecare două luni. Utilizatorii Odoo " "Online pot apoi beneficia de cele mai recente caracteristici ale Odoo." -#: ../../content/administration/maintain/supported_versions.rst:15 +#: ../../content/administration/maintain/supported_versions.rst:16 msgid "" "Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` " "them regularly." @@ -5632,55 +5632,50 @@ msgstr "" "Administratorii de baze de date Odoo Online sunt invitați să :doc:`upgradeze" " <../upgrade>` regulat." -#: ../../content/administration/maintain/supported_versions.rst:16 +#: ../../content/administration/maintain/supported_versions.rst:17 msgid "" "Online versions are *not* released for Odoo.sh and On-Premise installations." msgstr "" "Versiunile Online *nu* sunt lansate pentru Odoo.sh și instalări On-Premise." -#: ../../content/administration/maintain/supported_versions.rst:17 +#: ../../content/administration/maintain/supported_versions.rst:18 msgid "Online versions are listed below as *SaaS*." msgstr "Versiunile Online sunt listate mai jos ca *SaaS*." #: ../../content/administration/maintain/supported_versions.rst:20 -msgid "What's the support status of my Odoo?" -msgstr "Care este starea suportului pentru Odoo-ul meu?" - -#: ../../content/administration/maintain/supported_versions.rst:22 msgid "This matrix shows the support status of every version." msgstr "Această matrice arată starea de suport pentru fiecare versiune." -#: ../../content/administration/maintain/supported_versions.rst:24 +#: ../../content/administration/maintain/supported_versions.rst:22 msgid "**Major releases are in bold type.**" msgstr "**Lansările majore sunt în bold.**" -#: ../../content/administration/maintain/supported_versions.rst:33 -#: ../../content/administration/upgrade/on_premise.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:31 msgid "On-Premise" msgstr "On-Premise" -#: ../../content/administration/maintain/supported_versions.rst:34 +#: ../../content/administration/maintain/supported_versions.rst:32 msgid "Release date" msgstr "Data lansării" -#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:33 msgid "End of support" msgstr "Sfârșitul suportului" -#: ../../content/administration/maintain/supported_versions.rst:36 -msgid "Odoo saas~16.4" +#: ../../content/administration/maintain/supported_versions.rst:34 +msgid "**Odoo 17.0**" msgstr "" +#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:36 #: ../../content/administration/maintain/supported_versions.rst:37 -#: ../../content/administration/maintain/supported_versions.rst:61 -#: ../../content/administration/maintain/supported_versions.rst:62 -#: ../../content/administration/maintain/supported_versions.rst:63 -#: ../../content/administration/maintain/supported_versions.rst:79 -#: ../../content/administration/maintain/supported_versions.rst:80 -#: ../../content/administration/maintain/supported_versions.rst:81 +#: ../../content/administration/maintain/supported_versions.rst:41 +#: ../../content/administration/maintain/supported_versions.rst:65 +#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:67 +#: ../../content/administration/maintain/supported_versions.rst:83 +#: ../../content/administration/maintain/supported_versions.rst:84 #: ../../content/administration/maintain/supported_versions.rst:85 -#: ../../content/administration/maintain/supported_versions.rst:86 -#: ../../content/administration/maintain/supported_versions.rst:87 #: ../../content/administration/odoo_sh/getting_started/settings.rst:58 #: ../../content/administration/odoo_sh/getting_started/settings.rst:59 #: ../../content/administration/odoo_sh/getting_started/settings.rst:62 @@ -5712,165 +5707,172 @@ msgid "|green|" msgstr "|green|" #: ../../content/administration/maintain/supported_versions.rst:38 +#: ../../content/administration/maintain/supported_versions.rst:93 +msgid "November 2023" +msgstr "" + #: ../../content/administration/maintain/supported_versions.rst:39 -#: ../../content/administration/maintain/supported_versions.rst:44 -#: ../../content/administration/maintain/supported_versions.rst:45 -#: ../../content/administration/maintain/supported_versions.rst:50 -#: ../../content/administration/maintain/supported_versions.rst:51 -#: ../../content/administration/maintain/supported_versions.rst:56 -#: ../../content/administration/maintain/supported_versions.rst:57 -#: ../../content/administration/maintain/supported_versions.rst:68 -#: ../../content/administration/maintain/supported_versions.rst:69 -#: ../../content/administration/maintain/supported_versions.rst:74 -#: ../../content/administration/maintain/supported_versions.rst:75 -msgid "N/A" -msgstr "N/A" +msgid "November 2026 (planned)" +msgstr "" #: ../../content/administration/maintain/supported_versions.rst:40 -msgid "August 2023" +msgid "Odoo saas~16.4" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:42 +#: ../../content/administration/maintain/supported_versions.rst:43 +#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:49 +#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:55 +#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:61 +#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:73 +#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:79 +msgid "N/A" +msgstr "N/A" + +#: ../../content/administration/maintain/supported_versions.rst:44 +msgid "August 2023" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:46 msgid "Odoo saas~16.3" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:43 -#: ../../content/administration/maintain/supported_versions.rst:49 -#: ../../content/administration/maintain/supported_versions.rst:55 -#: ../../content/administration/maintain/supported_versions.rst:67 -#: ../../content/administration/maintain/supported_versions.rst:73 +#: ../../content/administration/maintain/supported_versions.rst:47 +#: ../../content/administration/maintain/supported_versions.rst:53 +#: ../../content/administration/maintain/supported_versions.rst:59 +#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:89 +#: ../../content/administration/maintain/supported_versions.rst:90 #: ../../content/administration/maintain/supported_versions.rst:91 -#: ../../content/administration/maintain/supported_versions.rst:92 -#: ../../content/administration/maintain/supported_versions.rst:93 +#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:96 +#: ../../content/administration/maintain/supported_versions.rst:97 +#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:102 +#: ../../content/administration/maintain/supported_versions.rst:103 msgid "|red|" msgstr "|red|" -#: ../../content/administration/maintain/supported_versions.rst:46 +#: ../../content/administration/maintain/supported_versions.rst:50 msgid "June 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:52 msgid "Odoo saas~16.2" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:52 +#: ../../content/administration/maintain/supported_versions.rst:56 msgid "March 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:58 msgid "Odoo saas~16.1" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:58 +#: ../../content/administration/maintain/supported_versions.rst:62 msgid "February 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:64 msgid "**Odoo 16.0**" msgstr "**Odoo 16.0**" -#: ../../content/administration/maintain/supported_versions.rst:64 -#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:68 +#: ../../content/administration/maintain/supported_versions.rst:99 msgid "October 2022" msgstr "Octombrie 2022" -#: ../../content/administration/maintain/supported_versions.rst:65 -msgid "October 2025 (planned)" -msgstr "Octombrie 2025 (planificat)" +#: ../../content/administration/maintain/supported_versions.rst:69 +msgid "November 2025 (planned)" +msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:70 msgid "Odoo saas~15.2" msgstr "Odoo saas~15.2" -#: ../../content/administration/maintain/supported_versions.rst:70 +#: ../../content/administration/maintain/supported_versions.rst:74 msgid "March 2022" msgstr "Martie 2022" -#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:75 msgid "January 2023" msgstr "Ianuarie 2023" -#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:76 msgid "Odoo saas~15.1" msgstr "Odoo saas~15.1" -#: ../../content/administration/maintain/supported_versions.rst:76 +#: ../../content/administration/maintain/supported_versions.rst:80 msgid "February 2022" msgstr "Februarie 2022" -#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:81 msgid "July 2022" msgstr "Iulie 2022" -#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:82 msgid "**Odoo 15.0**" msgstr "**Odoo 15.0**" -#: ../../content/administration/maintain/supported_versions.rst:82 +#: ../../content/administration/maintain/supported_versions.rst:86 msgid "October 2021" msgstr "Octombrie 2021" -#: ../../content/administration/maintain/supported_versions.rst:83 -msgid "October 2024 (planned)" -msgstr "Octombrie 2024 (planificat)" +#: ../../content/administration/maintain/supported_versions.rst:87 +msgid "November 2024 (planned)" +msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:84 +#: ../../content/administration/maintain/supported_versions.rst:88 msgid "**Odoo 14.0**" msgstr "**Odoo 14.0**" -#: ../../content/administration/maintain/supported_versions.rst:88 +#: ../../content/administration/maintain/supported_versions.rst:92 msgid "October 2020" msgstr "Octombrie 2020" -#: ../../content/administration/maintain/supported_versions.rst:89 -msgid "November 2023 (planned)" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:90 +#: ../../content/administration/maintain/supported_versions.rst:94 msgid "**Odoo 13.0**" msgstr "**Odoo 13.0**" -#: ../../content/administration/maintain/supported_versions.rst:94 +#: ../../content/administration/maintain/supported_versions.rst:98 msgid "October 2019" msgstr "Octombrie 2019" -#: ../../content/administration/maintain/supported_versions.rst:99 +#: ../../content/administration/maintain/supported_versions.rst:100 +msgid "Older versions" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:104 +msgid "Before 2019" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:105 +msgid "Before 2022" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:107 +msgid "Legend" +msgstr "Legendă" + +#: ../../content/administration/maintain/supported_versions.rst:109 msgid "|green| Supported version" msgstr "|green| Versiune suportată" -#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:111 msgid "|red| End-of-support" msgstr "|red| Sfârșitul suportului" -#: ../../content/administration/maintain/supported_versions.rst:103 +#: ../../content/administration/maintain/supported_versions.rst:113 msgid "N/A Never released for this platform" msgstr "N/A Nu a fost niciodată lansat pentru această platformă" -#: ../../content/administration/maintain/supported_versions.rst:105 -msgid "🏁 Future version, not released yet" -msgstr "🏁 Versiune viitoare, nu a fost încă lansată" - #: ../../content/administration/maintain/supported_versions.rst:116 -msgid "I run an older version of Odoo/OpenERP/TinyERP" -msgstr "Rulez o versiune mai veche de Odoo/OpenERP/TinyERP" - -#: ../../content/administration/maintain/supported_versions.rst:118 -msgid "" -"Odoo 12.0, 11.0, 10.0, 9.0, and 8.0 are not supported anymore, on any " -"platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:120 -msgid "" -"OpenERP 7.0, 6.1, 6.0 and 5.0 are not supported anymore, on any platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:122 -msgid "" -"TinyERP 4.0, 3.0, 2.0 and 1.0 are not supported anymore, on any platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:124 msgid "" "Even though we don't support older versions, you can always `upgrade from " "any version `_." @@ -6235,7 +6237,6 @@ msgstr "Containere" #: ../../content/administration/odoo_sh/getting_started/settings.rst:6 #: ../../content/administration/odoo_sh/getting_started/status.rst:6 #: ../../content/administration/odoo_sh/overview.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:8 msgid "Overview" msgstr "Prezentare generală" @@ -7557,8 +7558,8 @@ msgstr "" "Disponibil pentru ramuri de producție și stagiu pentru proiecte valide." #: ../../content/administration/odoo_sh/getting_started/branches.rst:298 -msgid ":doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`" -msgstr ":doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`" +msgid ":doc:`Upgrade documentation <../../upgrade>`" +msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:303 #: ../../content/administration/odoo_sh/getting_started/settings.rst:3 @@ -10249,1487 +10250,622 @@ msgid "" msgstr "" "Documentația vă va ajuta să vă lansați proiectul Odoo.sh în niciun timp." +#: ../../content/administration/upgrade.rst:5 +msgid "" +"An upgrade is the process of moving your database from an older version to a" +" newer :doc:`supported version ` (e.g., Odoo " +"14.0 to Odoo 16.0). Frequently upgrading is essential as each version comes " +"with new and improved features, bug fixes, and security patches." +msgstr "" + +#: ../../content/administration/upgrade.rst:13 +msgid "" +"The Rolling Release process allows Odoo Online customers to upgrade their " +"database directly from a message prompt sent to the database administrator " +"as soon as a new version is released. The invitation to upgrade is only sent" +" if no issues are detected during the automatic tests." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "The upgrade message prompt on the top right of the database" +msgstr "" + #: ../../content/administration/upgrade.rst:20 msgid "" -"An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo " -"15.0)." +"It is strongly recommended to manually :ref:`test the upgrade first " +"`. Clicking :guilabel:`I want to test first` redirects" +" to `the database manager `_, where it " +"is possible to request an upgraded test database and check it for any " +"discrepancies." msgstr "" -"O actualizare este trecerea la o versiune mai nouă a Odoo (de exemplu, Odoo " -"14.0 la Odoo 15.0)." - -#: ../../content/administration/upgrade.rst:22 -msgid "An upgrade does not cover:" -msgstr "O actualizare nu acoperă:" - -#: ../../content/administration/upgrade.rst:24 -msgid "" -"Changing :ref:`editions ` (i.e., Community to " -"Enterprise edition)" -msgstr "" -"Migrarea :ref:`editions ` (de exemplu, " -"Community la ediția Enterprise)" #: ../../content/administration/upgrade.rst:25 msgid "" -"Switching :ref:`hosting type ` (i.e., On-" -"Premise to Odoo Online or Odoo.sh)" +"It is **not** recommended to click :guilabel:`Upgrade Now` without testing " +"first, as it immediately triggers the live production database upgrade." msgstr "" -"Comutarea :ref:`hosting type ` (de " -"exemplu, On-Premise la Odoo Online sau Odoo.sh)" -#: ../../content/administration/upgrade.rst:27 -msgid "Migration from another ERP to Odoo" -msgstr "Migrarea de la un alt ERP la Odoo" +#: ../../content/administration/upgrade.rst:28 +msgid "" +"If the Rolling Release process detects an issue with the upgrade, it will be" +" deactivated until the issue is resolved." +msgstr "" -#: ../../content/administration/upgrade.rst:29 -#: ../../content/administration/upgrade.rst:148 -#: ../../content/administration/upgrade.rst:259 -#: ../../content/administration/upgrade/faq.rst:81 -#: ../../content/administration/upgrade/faq.rst:92 -#: ../../content/administration/upgrade/faq.rst:119 -msgid "|assistance-contact|" -msgstr "|assistance-contact|" +#: ../../content/administration/upgrade.rst:31 +msgid "An upgrade does not cover:" +msgstr "O actualizare nu acoperă:" -#: ../../content/administration/upgrade.rst:32 -msgid ":ref:`upgrade/sla`" -msgstr ":ref:`upgrade/sla`" +#: ../../content/administration/upgrade.rst:33 +msgid "Downgrading to a previous version of Odoo" +msgstr "" + +#: ../../content/administration/upgrade.rst:34 +msgid "" +":doc:`Switching editions ` (e.g., from Community to " +"Enterprise)" +msgstr "" + +#: ../../content/administration/upgrade.rst:35 +msgid "" +":doc:`Changing hosting type ` " +"(e.g., from on-premise to Odoo Online)" +msgstr "" #: ../../content/administration/upgrade.rst:37 -msgid "Process workflow" -msgstr "Flux de lucru al procesului" - -#: ../../content/administration/upgrade.rst:39 -msgid "The upgrade process in a nutshell:" -msgstr "Procesul de actualizare în câteva cuvinte:" - -#: ../../content/administration/upgrade.rst:41 -msgid "You create a test upgrade request." -msgstr "Creați o cerere de actualizare de test." - -#: ../../content/administration/upgrade.rst:42 -msgid "" -"Odoo processes the request automatically by running the database through an " -"upgrade script, which takes between 20 and 120 minutes." +msgid "Migrating from another ERP to Odoo" msgstr "" -"Odoo procesează automat cererea prin rularea bazei de date prin un script de" -" actualizare, care durează între 20 și 120 de minute." -#: ../../content/administration/upgrade.rst:44 -msgid "Odoo delivers a test database." -msgstr "Odoo livrează o bază de date de test." - -#: ../../content/administration/upgrade.rst:45 +#: ../../content/administration/upgrade.rst:40 msgid "" -"You test your database for possible discrepancies (see :ref:`upgrade/test-" -"guidance`)." +"If your database contains a **custom module**, you must first upgrade its " +"source code to be compatible with the new version of Odoo **before " +"upgrading**." msgstr "" -"Testați baza de date pentru posibile discrepanțe (vezi :ref:`upgrade/test-" -"guidance`)." -#: ../../content/administration/upgrade.rst:46 -msgid "" -"If there are any discrepancies, you report them to the Upgrade support team " -"via the help portal (see :ref:`upgrade/test-assistance`)." +#: ../../content/administration/upgrade.rst:47 +msgid "Upgrading in a nutshell" msgstr "" -"Dacă există vreo discrepanță, o raportați echipei de asistență la " -"actualizare prin intermediul portalului de asistență (vezi " -":ref:`upgrade/test-assistance`)." - -#: ../../content/administration/upgrade.rst:48 -msgid "We fix the issues and send you a new test database." -msgstr "Rezolvăm problemele și vă trimitem o nouă bază de date de test." #: ../../content/administration/upgrade.rst:49 msgid "" -"Once you have completed the testing and are happy with the result, you " -"decide on a date and time when you stop users from accessing Odoo, freeze " -"all data entries, and create an upgrade request for the production upgrade." +"Request an upgraded test database (see :ref:`obtaining an upgraded test " +"database `)." msgstr "" -"Odată ce ați terminat testarea și sunteți mulțumit de rezultat, decideți o " -"dată și un moment când să opriți utilizatorii de la accesarea Odoo, să " -"înghețați toate intrările de date și să creați o cerere de actualizare " -"pentru actualizarea de producție." #: ../../content/administration/upgrade.rst:52 -msgid "Odoo delivers the production database through the automated process." -msgstr "Odoo livrează baza de date de producție prin procesul automatizat." - -#: ../../content/administration/upgrade.rst:53 msgid "" -"You restore it in your Production environment a few short hours later and " -"continue working on the newly upgraded database (this is done automatically " -"on Odoo Online)." +"Thoroughly test the upgraded database (see :ref:`testing the new version of " +"the database `)." msgstr "" -"Restaurați-o în mediul de producție în câteva ore și continuați să lucrați " -"pe baza de date actualizată (aceasta se face automat pe Odoo Online)." -#: ../../content/administration/upgrade.rst:57 -msgid ":doc:`Upgrade process for Odoo Online `" +#: ../../content/administration/upgrade.rst:55 +msgid "" +"Report any issue encountered during the testing to Odoo via the `support " +"page `__." msgstr "" -":doc:`Procesul de actualizare pentru Odoo Online `" #: ../../content/administration/upgrade.rst:58 -msgid ":doc:`Upgrade process for Odoo.sh `" -msgstr ":doc:`Procesul de actualizare pentru Odoo.sh `" +msgid "" +"(If applicable) : upgrade the source code of your custom module to be " +"compatible with the new version of Odoo." +msgstr "" -#: ../../content/administration/upgrade.rst:59 -msgid ":doc:`Upgrade process for On-Premise `" -msgstr ":doc:`Procesul de actualizare pentru On-Premise `" +#: ../../content/administration/upgrade.rst:61 +msgid "" +"Once all issues are resolved and you are confident that the upgraded " +"database can be used as your main database without any issues, plan the " +"upgrade of your production database." +msgstr "" #: ../../content/administration/upgrade.rst:64 -msgid "Testing" -msgstr "Testare" - -#: ../../content/administration/upgrade.rst:66 msgid "" -"This phase allows you to review an upgraded version of your database without" -" affecting your production database in any way. We suggest that you run the " -"test upgrade process at least once, but you can do it as many times as you " -"need (one at a time)." +"Request the upgrade for the production database, rendering it unavailable " +"for the time it takes to complete the process (see :ref:`upgrading the " +"production database `)." msgstr "" -"Această fază vă permite să examinați o versiune actualizată a bazei de date " -"fără a afecta în niciun fel baza de date de producție. Vă sugerăm să rulați " -"procesul de actualizare de test cel puțin o dată, dar puteți face asta de " -"atâtea ori cât aveți nevoie (una la un moment dat)." -#: ../../content/administration/upgrade.rst:70 +#: ../../content/administration/upgrade.rst:67 msgid "" -"Once you receive your upgraded test database, check that all data, " -"processes, and functionality are still correct and working as expected." +"Report any issue encountered during the upgrade to Odoo via the `support " +"page `__." msgstr "" -"Odată ce primiți baza de date de test actualizată, verificați dacă toate " -"datele, procesele și funcționalitatea sunt încă corecte și funcționează în " -"mod corespunzător." -#: ../../content/administration/upgrade.rst:73 -msgid "" -"If you do find discrepancies, :ref:`report your issues ` and :ref:`request a new test database ` when the reported issues are fixed in the upgrade script." +#: ../../content/administration/upgrade.rst:76 +msgid "Obtaining an upgraded test database" msgstr "" -"Dacă găsiți discrepanțe, :ref:`raportați problemele ` și :ref:`cerând o nouă bază de date de test ` când problemele raportate sunt rezolvate în scriptul de " -"actualizare." -#: ../../content/administration/upgrade.rst:77 +#: ../../content/administration/upgrade.rst:78 msgid "" -"If you do not find any discrepancies, you can move on to the upgrade of your" -" production database." +"The `Upgrade page `_ is the main platform for " +"requesting an upgraded database. However, depending on the hosting type, you" +" can upgrade from the command line (on-premise), the `Odoo Online database " +"manager `_, or your `Odoo.sh project " +"`_." msgstr "" -"Dacă nu găsiți nicio discrepanță, puteți trece la actualizarea bazei de date" -" de producție." -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:84 msgid "" -"A test database is only intended for testing and remains completely " -"unrelated to your present or future production database. Any data you add, " -"or changes you make, will not be reflected in your upgraded production " -"database." +"The Upgrade platform follows the same `Privacy Policy " +"`_ as the other Odoo.com services. Visit the " +"`General Data Protection Regulation page `_ to " +"learn more about how Odoo handles your data and privacy." msgstr "" -"O bază de date de test este destinată doar pentru testare și rămâne complet " -"nelegată de baza de date de producție actuală sau viitoare. Orice date " -"adăugați sau modificări pe care le faceți nu vor fi reflectate în baza de " -"date de producție actualizată." - -#: ../../content/administration/upgrade.rst:85 -msgid "" -"Test databases are neutered and features are disabled to prevent them from " -"having an impact on the production database:" -msgstr "" -"Bazele de date de test sunt neutrate și funcțiile sunt dezactivate pentru a " -"preveni ca acestea să aibă un impact asupra bazei de date de producție:" - -#: ../../content/administration/upgrade.rst:88 -msgid "" -"The serial number of the database is modified (to prevent it from sending " -"information as if it was the production database)." -msgstr "" -"Numărul de serie al bazei de date este modificat (pentru a preveni " -"trimiterea informațiilor ca și cum ar fi baza de date de producție)." - -#: ../../content/administration/upgrade.rst:90 -msgid "" -"The :ref:`base URL of the database ` is reset to " -"``http://localhost:8069`` and the email domain to ``localhost``." -msgstr "" -":ref:`URL-ul de bază al bazei de date ` este " -"resetat la ``http://localhost:8069`` și domeniul de e-mail la ``localhost``." #: ../../content/administration/upgrade.rst:92 msgid "" -"Scheduled actions are disabled (the calendar synchronization, the bank " -"statement synchronization, the planned automated actions, the fetching of " -"incoming mail servers, etc.)." +"Odoo Online databases can be manually upgraded via the `database manager " +"`_." msgstr "" -"Acțiunile programate sunt dezactivate (sincronizarea calendarului, " -"sincronizarea declarațiilor bancare, acțiunile automate planificate, " -"preluarea serverelor de poștă electronică de intrare, etc.)." -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:95 msgid "" -"Outgoing mail servers are disabled by archiving the existing ones and adding" -" a fake/non-working one." +"The database manager displays all databases associated with the user's " +"account. Databases not on the most recent version of Odoo display an arrow " +"in a circle icon next to their name, indicating that they can be upgraded." msgstr "" -"Serverele de poștă electronică de ieșire sunt dezactivate prin arhivarea " -"celor existente și prin adăugarea unei făcute / nefuncționale." - -#: ../../content/administration/upgrade.rst:96 -msgid "Payment providers and delivery carriers are reset to test environment." -msgstr "" -"Processorii de plată și furnizorii de transport sunt resetați în mediu de " -"testare." - -#: ../../content/administration/upgrade.rst:97 -msgid "" -"Accounting localization Electronic Data Interchange (EDI) services are " -"disabled." -msgstr "" -"Serviciile de interfață de date electronice (EDI) de localizare contabilă " -"sunt dezactivate." - -#: ../../content/administration/upgrade.rst:98 -msgid "A system parameter is set to tell the database has been neutered." -msgstr "" -"Un parametru de sistem este setat pentru a spune că baza de date a fost " -"neutrată." - -#: ../../content/administration/upgrade.rst:103 -msgid "Request a test database" -msgstr "Solicitați o bază de date de test" - -#: ../../content/administration/upgrade.rst:105 -msgid "" -"Follow the instructions available per hosting type on the `website form " -"`_ and select *Testing* purpose." -msgstr "" -"Urmăriți instrucțiunile disponibile pentru fiecare tip de găzduire pe " -"formularul `website `_ și selectați scopul " -"*Testing*." - -#: ../../content/administration/upgrade.rst-1 -msgid "Selection of the \"Testing\" purpose in the upgrade form on Odoo" -msgstr "Selectarea scopului \"Testing\" în formularul de actualizare pe Odoo" - -#: ../../content/administration/upgrade.rst:115 -msgid "Test guidance" -msgstr "Ghid de testare" - -#: ../../content/administration/upgrade.rst:117 -msgid "" -"Every business and organization has its own operational needs and has to " -"test its specific Odoo database individually. We recommend you look at `the " -"test scenario " -"`_" -" for further information." -msgstr "" -"Orice afacere și organizație are propriile necesități de operare și trebuie " -"să testeze individual baza de date Odoo specifică. Vă recomandăm să " -"consultați `scenariul de testare " - -#: ../../content/administration/upgrade.rst:122 -msgid "change link \"test scenario\" once the related doc is published" -msgstr "Schimbați link-ul \"scenariul de testare\" odată ce documentul " - -#: ../../content/administration/upgrade.rst:127 -#: ../../content/administration/upgrade.rst:172 -msgid "Assistance" -msgstr "Asistență" - -#: ../../content/administration/upgrade.rst:129 -msgid "" -"If you encounter an issue in the **test database**, please get in touch with" -" Odoo Upgrade Support via the `Odoo Support page " -"`_." -msgstr "" -"Dacă întâmpinați o problemă în **baza de date de testare**, vă rugăm să " -"contactați echipa de asistență Odoo Upgrade prin intermediul paginii de " -"asistență `Odoo `_." - -#: ../../content/administration/upgrade.rst:132 -msgid "" -"Under the *Ticket Description* section, select *An issue related to my " -"upgrade* ticket type." -msgstr "" -"În secțiunea *Ticket Description*, selectați tipul de tichet *An issue " -"related to my upgrade*." #: ../../content/administration/upgrade.rst:0 msgid "" -"Selection of \"An issue related to my upgrade\" as Ticket Type in the " -"support form on Odoo" +"The database manager with an upgrade button next to the name of a database." msgstr "" -"Selectarea \"An issue related to my upgrade\" ca Tip de tichet în formularul" -" de asistență pe Odoo" -#: ../../content/administration/upgrade.rst:139 +#: ../../content/administration/upgrade.rst:102 msgid "" -"If you choose another *Ticket Description* type, the request will be " -"redirected to another team. This will slow down the processing and response " -"time." +"Click the **arrow in a circle** icon to start the upgrade process. In the " +"popup, fill in:" msgstr "" -"Dacă alegeți alt tip de *Ticket Description*, cererea va fi redirecționată " -"către o altă echipă. Acest lucru va încetini procesarea și timpul de " -"răspuns." -#: ../../content/administration/upgrade.rst:142 -#: ../../content/administration/upgrade.rst:185 +#: ../../content/administration/upgrade.rst:104 msgid "" -"Please provide as much detail as you can (i.e., videos and screenshots to " -"illustrate your issue). This will avoid clarifying questions and speed up " -"the resolution process significantly." +"The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -"Vă rugăm să furnizați cât mai multe detalii posibile (de exemplu, " -"videoclipuri și capturi de ecran pentru a ilustra problema). Acest lucru va " -"evita întrebările de clarificare și va accelera semnificativ procesul de " -"rezolvare." -#: ../../content/administration/upgrade.rst:146 +#: ../../content/administration/upgrade.rst:105 msgid "" -"The purpose of the test phase is not to correct existing data or " -"configurations in your database." +"The **email** address that should receive the link to the upgraded database" msgstr "" -"Scopul fazei de testare nu este să corecteze datele sau configurațiile " -"existente în baza de date." -#: ../../content/administration/upgrade.rst:153 -msgid "The production launch" -msgstr "Lansarea în producție" - -#: ../../content/administration/upgrade.rst:155 +#: ../../content/administration/upgrade.rst:106 msgid "" -"The production upgrade request is when you decide to upgrade your current " -"database with all your production data (invoices, VAT returns, inventories, " -"current orders) to a new version of your choice." +"The :guilabel:`Purpose` of the upgrade, which is automatically set to " +":guilabel:`Test` for your first upgrade request" +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "The \"Upgrade your database\" popup." +msgstr "" + +#: ../../content/administration/upgrade.rst:112 +msgid "" +"The :guilabel:`Upgrade in progress` tag is displayed next to the database " +"name until completion. Once the process succeeds, an email containing a link" +" to the upgraded test database is sent to the address provided. The database" +" can also be accessed from the database manager by clicking the dropdown " +"arrow before the database name." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "Clicking the menu arrow displays the upgraded test database." +msgstr "" + +#: ../../content/administration/upgrade.rst:122 +msgid "" +"Odoo.sh is integrated with the upgrade platform to simplify the upgrade " +"process." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "Odoo.sh project and tabs" +msgstr "Proiectul Odoo.sh și filele" + +#: ../../content/administration/upgrade.rst:127 +msgid "" +"The **latest production daily automatic backup** is then sent to the " +"`upgrade platform `_." +msgstr "" + +#: ../../content/administration/upgrade.rst:130 +msgid "" +"Once the upgrade platform is done upgrading the backup and uploading it on " +"the branch, it is put in a **special mode**: each time a **commit is " +"pushed** on the branch, a **restore operation** of the upgraded backup and " +"an **update of all the custom modules** occur. This allows you to test your " +"custom modules on a pristine copy of the upgraded database. The log file of " +"the upgrade process can be found in your newly upgraded staging build by " +"going to :file:`~/logs/upgrade.log`." +msgstr "" + +#: ../../content/administration/upgrade.rst:138 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. If there are none, the \"update on commit\" mode is skipped, the " +"upgraded database is built as soon as it is transferred from the upgrade " +"platform, and the upgrade mode is exited." +msgstr "" + +#: ../../content/administration/upgrade.rst:150 +#: ../../content/administration/upgrade.rst:342 +msgid "On-premise" +msgstr "" + +#: ../../content/administration/upgrade.rst:152 +msgid "" +"The standard upgrade process can be initiated by entering the following " +"command line on the machine where the database is hosted:" msgstr "" -"Cererea de actualizare în producție este atunci când decideți să actualizați" -" baza de date curentă cu toate datele de producție (facturi, declarații de " -"TVA, inventare, comenzi curente) la o nouă versiune după alegerea dvs." #: ../../content/administration/upgrade.rst:159 msgid "" -"After your :ref:`tests ` are completed to your " -"satisfaction, submit the request to upgrade your production database via our" -" `website form `_. Select *Production* purpose." +"The following command can be used to display the general help and the main " +"commands:" msgstr "" -"După ce :ref:`testele ` dvs. sunt finalizate în " -"conformitate cu așteptările dvs., trimiteți cererea de actualizare a bazei " -"de date de producție prin intermediul formularului nostru `website " -"`_. Selectați scopul *Production*." -#: ../../content/administration/upgrade.rst:164 -msgid "Going into production without first testing may lead to:" -msgstr "Trecerea în producție fără testare în prealabil poate duce la:" - -#: ../../content/administration/upgrade.rst:166 +#: ../../content/administration/upgrade.rst:165 msgid "" -"business interruptions (e.g., no longer having the possibility to validate " -"an action)" +"An upgraded test database can also be requested via the `Upgrade page " +"`_." msgstr "" -"întreruperi de afaceri (de exemplu, nu mai având posibilitatea de a valida o" -" acțiune)" -#: ../../content/administration/upgrade.rst:167 +#: ../../content/administration/upgrade.rst:169 msgid "" -"poor customer experiences (e.g., an eCommerce website that does not work " -"correctly)" +"For security reasons, only the person who submitted the upgrade request can " +"download it." msgstr "" -"experiențe negative ale clienților (de exemplu, un site web de eCommerce " -"care nu funcționează corect)" -#: ../../content/administration/upgrade.rst:174 +#: ../../content/administration/upgrade.rst:170 msgid "" -"If you encounter issues or problems in the **production database**, please " -"get in touch with **Odoo Support**:" +"For storage reasons, the database's copy is submitted without a filestore to" +" the upgrade server. Therefore, the upgraded database does not contain the " +"production filestore." +msgstr "" + +#: ../../content/administration/upgrade.rst:172 +msgid "" +"Before restoring the upgraded database, its filestore must be merged with " +"the production filestore to be able to perform tests in the same conditions " +"as it would be in the new version." +msgstr "" + +#: ../../content/administration/upgrade.rst:175 +msgid "The upgraded database contains:" msgstr "" -"Dacă întâmpinați probleme sau probleme în ** baza de date de producție **, " -"vă rugăm să vă contactați **Asistența Odoo**:" #: ../../content/administration/upgrade.rst:177 -msgid "Connect to our `Odoo Support page `_." +msgid "A `dump.sql` file containing the upgraded database" msgstr "" -"Conectați-vă la `pagina de asistență Odoo `_." #: ../../content/administration/upgrade.rst:178 msgid "" -"Under the *Ticket Description* section, select the appropriate type related " -"to your issue but **do not select** the option *An issue related to my " -"upgrade*." +"A `filestore` folder containing files extracted from in-database records " +"into attachments (if there are any) and new standard Odoo files from the " +"targeted Odoo version (e.g., new images, icons, payment provider's logos, " +"etc.). This is the folder that should be merged with the production " +"filestore in order to get the full upgraded filestore." msgstr "" -"În secțiunea *Descrierea tichetului*, selectați tipul potrivit problemei " -"dvs., dar **nu selectați** opțiunea *O problemă legată de actualizarea mea*." -#: ../../content/administration/upgrade.rst:182 +#: ../../content/administration/upgrade.rst:185 msgid "" -"After upgrading to production, the support will be provided by the Support " -"team instead of the Upgrade team." +"You can request multiple test databases if you wish to test an upgrade more " +"than once." msgstr "" -"După actualizarea în producție, asistența va fi furnizată de echipa de " -"asistență în locul echipei de actualizare." -#: ../../content/administration/upgrade.rst:189 +#: ../../content/administration/upgrade.rst:190 msgid "" -"If you choose *An issue related to my upgrade* as ticket type, the request " -"will be redirected to another team than the support one and will slow down " -"the processing and response time." +"When an upgrade request is completed, an upgrade report is attached to the " +"successful upgrade email, and it becomes available in the Discuss app for " +"users who are part of the \"Administration / Settings\" group. This report " +"provides important information about the changes introduced by the new " +"version." msgstr "" -"Dacă alegeți *O problemă legată de actualizarea mea* ca tip de tichet, " -"cererea va fi redirecționată către o altă echipă decât cea de asistență și " -"va încetini procesarea și timpul de răspuns." -#: ../../content/administration/upgrade.rst:195 -msgid "Help" -msgstr "Suport" +#: ../../content/administration/upgrade.rst:198 +msgid "Testing the new version of the database" +msgstr "" #: ../../content/administration/upgrade.rst:200 -msgid "Contact our upgrade service support" +msgid "" +"It is essential to spend some time testing the upgraded test database to " +"ensure that you are not stuck in your day-to-day activities by a change in " +"views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade.rst:202 +#: ../../content/administration/upgrade.rst:205 msgid "" -"Should you have any more questions about the upgrade, do not hesitate to " -"send a message to `Odoo Upgrade Team `_. We will be" -" happy to answer it as soon as possible." +"Test databases are neutralized, and some features are disabled to prevent " +"them from impacting the production database:" +msgstr "" + +#: ../../content/administration/upgrade.rst:208 +msgid "Scheduled actions are disabled." +msgstr "" + +#: ../../content/administration/upgrade.rst:209 +msgid "" +"Outgoing mail servers are disabled by archiving the existing ones and adding" +" a fake one." msgstr "" -"Dacă aveți alte întrebări despre actualizare, nu ezitați să trimiteți un " -"mesaj la `Echipa de actualizare Odoo `_. Ne vom " -"bucura să răspundem cât mai curând posibil." #: ../../content/administration/upgrade.rst:210 msgid "" -"Please note that Odoo provides support and bug fixing only for the three " -"last major versions of Odoo." +"Payment providers and delivery carriers are reset to the test environment." msgstr "" -"Vă rugăm să rețineți că Odoo oferă suport și corectarea erorilor doar pentru" -" cele trei ultime versiuni majore ale Odoo." -#: ../../content/administration/upgrade.rst:213 +#: ../../content/administration/upgrade.rst:211 msgid "" -"This is a factor to take into consideration before upgrading. If you are on " -"an older version, we suggest you to prefer the most recent version to " -"benefit from longer support (before having to upgrade again)." +"Bank synchronization is disabled. Should you want to test the " +"synchronization, contact your bank synchronization provider to get sandbox " +"credentials." msgstr "" -"Acesta este un factor de luat în considerare înainte de actualizare. Dacă " -"folosiți o versiune mai veche, vă sugerăm să preferați cea mai recentă " -"versiune pentru a beneficia de un suport mai lung (înainte de a trebui să " -"actualizați din nou)." -#: ../../content/administration/upgrade.rst:218 -msgid ":doc:`maintain/supported_versions`" -msgstr ":doc:`maintain/supported_versions`" +#: ../../content/administration/upgrade.rst:214 +msgid "" +"Testing as many of your business flows as possible is strongly recommended " +"to ensure they are working correctly and to get more familiar with the new " +"version." +msgstr "" + +#: ../../content/administration/upgrade.rst:217 +msgid "Basic test checklist" +msgstr "" + +#: ../../content/administration/upgrade.rst:219 +msgid "" +"Are there views that are deactivated in your test database but active in " +"your production database?" +msgstr "" + +#: ../../content/administration/upgrade.rst:221 +msgid "Are your usual views still displayed correctly?" +msgstr "" + +#: ../../content/administration/upgrade.rst:222 +msgid "Are your reports (invoice, sales order, etc.) correctly generated?" +msgstr "" #: ../../content/administration/upgrade.rst:223 -msgid "Service-level agreement (SLA)" +msgid "Are your website pages working correctly?" msgstr "" -#: ../../content/administration/upgrade.rst:225 +#: ../../content/administration/upgrade.rst:224 msgid "" -"With Odoo Enterprise, upgrading a database to the most recent version of " -"Odoo is **free**, including any support required to rectify potential " -"discrepancies in the upgraded database." +"Are you able to create and modify records? (sales orders, invoices, " +"purchases, users, contacts, companies, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:226 +msgid "Are there any issues with your mail templates?" +msgstr "" + +#: ../../content/administration/upgrade.rst:227 +msgid "Are there any issues with saved translations?" msgstr "" #: ../../content/administration/upgrade.rst:228 -msgid "" -"Information about the upgrade services included in the Enterprise Licence is" -" available in the :ref:`Odoo Enterprise Subscription Agreement `. " -"However, this section clarifies what upgrade services you can expect." +msgid "Are your search filters still present?" +msgstr "" + +#: ../../content/administration/upgrade.rst:229 +msgid "Can you export your data?" msgstr "" #: ../../content/administration/upgrade.rst:233 -msgid "Upgrade services covered by the SLA" +msgid "" +"Checking a random product in your product catalog and comparing its test and" +" production data to verify everything is the same (product category, selling" +" price, cost price, vendor, accounts, routes, etc.)." msgstr "" -#: ../../content/administration/upgrade.rst:235 -msgid "" -"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " -"self-hosted (On-Premise) can benefit from upgrade services at all times for:" +#: ../../content/administration/upgrade.rst:236 +msgid "Buying this product (Purchase app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:237 +msgid "Confirming the reception of this product (Inventory app)." msgstr "" #: ../../content/administration/upgrade.rst:238 -msgid "the upgrade of all **standard applications**;" +msgid "" +"Checking if the route to receive this product is the same in your production" +" database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:239 -msgid "" -"the upgrade of all **customizations created with the Studio app**, as long " -"as Studio is still installed and the respective subscription is still " -"active; and" +#: ../../content/administration/upgrade.rst:240 +msgid "Selling this product (Sales app) to a random customer." msgstr "" #: ../../content/administration/upgrade.rst:241 msgid "" -"the upgrade of all **developments and customizations covered by a " -"maintenance of customizations subscription**." +"Opening your customer database (Contacts app), selecting a customer (or " +"company), and checking its data." +msgstr "" + +#: ../../content/administration/upgrade.rst:243 +msgid "Shipping this product (Inventory app)." msgstr "" #: ../../content/administration/upgrade.rst:244 msgid "" -"Upgrade services are limited to the technical conversion and adaptation of a" -" database (standard modules and data) to make it compatible with the version" -" targeted by the upgrade." +"Checking if the route to ship this product is the same as in your production" +" database (Inventory app)." msgstr "" -#: ../../content/administration/upgrade.rst:248 -msgid "Upgrade services not covered by the SLA" +#: ../../content/administration/upgrade.rst:246 +msgid "Validating a customer invoice (Invoicing or Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:247 +msgid "" +"Crediting the invoice (issuing a credit note) and checking if it behaves as " +"in your production database." +msgstr "" + +#: ../../content/administration/upgrade.rst:249 +msgid "Checking your reports' results (Accounting app)." msgstr "" #: ../../content/administration/upgrade.rst:250 -msgid "The following upgrade-related services are **not** included:" +msgid "" +"Randomly checking your taxes, currencies, bank accounts, and fiscal year " +"(Accounting app)." msgstr "" -#: ../../content/administration/upgrade.rst:252 +#: ../../content/administration/upgrade.rst:251 msgid "" -"the **cleaning** of pre-existing data and configurations while upgrading;" -msgstr "" - -#: ../../content/administration/upgrade.rst:253 -msgid "" -"the upgrade of **custom modules created in-house or by third parties**, " -"including Odoo partners;" +"Making an online order (Website apps) from the product selection in your " +"shop until the checkout process and checking if everything behaves as in " +"your production database." msgstr "" #: ../../content/administration/upgrade.rst:254 msgid "" -"lines of **code added to standard modules**, i.e., customizations created " -"outside the Studio app, code entered manually, and :ref:`automated actions " -"using Python code `; and" +"This list is **not** exhaustive. Extend the example to your other apps based" +" on your use of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:257 -msgid "**training** on using the upgraded version's features and workflows." -msgstr "" - -#: ../../content/administration/upgrade.rst:262 -msgid ":doc:`Upgrade FAQ `" -msgstr "" - -#: ../../content/administration/upgrade.rst:263 -msgid ":doc:`Odoo.sh documentation `" -msgstr "" - -#: ../../content/administration/upgrade.rst:264 -msgid ":doc:`Supported Odoo versions `" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:8 -msgid "FAQ" -msgstr "Întrebări frecvente" - -#: ../../content/administration/upgrade/faq.rst:13 -msgid "Why upgrade" -msgstr "De ce să actualizați" - -#: ../../content/administration/upgrade/faq.rst:15 +#: ../../content/administration/upgrade.rst:256 msgid "" -"You benefit from the latest features of the :ref:`new major version " -"` released by Odoo." -msgstr "" -"Beneficiați de ultimele caracteristici ale :ref:`noului major version " -"` lansat de Odoo." - -#: ../../content/administration/upgrade/faq.rst:17 -msgid "" -"If you are in an :ref:`unsupported version `, " -"you get a new version with support." -msgstr "" -"Dacă sunteți într-o :ref:`versiune nesuportată `, obțineți o nouă versiune cu suport." - -#: ../../content/administration/upgrade/faq.rst:23 -msgid "When to upgrade" -msgstr "Când să actualizați" - -#: ../../content/administration/upgrade/faq.rst:25 -msgid "" -"Whenever you want. You can make your upgrade request as soon as a new " -"version is released or when your version turns unsupported, and you still " -"wish to enjoy support." -msgstr "" -"Oricând doriți. Puteți face cererea de actualizare atunci când o nouă " -"versiune este lansată sau atunci când versiunea dvs. devine nesuportată și " -"încă doriți să beneficiați de suport." - -#: ../../content/administration/upgrade/faq.rst:31 -msgid "Availability of the new version" -msgstr "Disponibilitatea noii versiuni" - -#: ../../content/administration/upgrade/faq.rst:33 -msgid "" -"As soon as Odoo announces the release of a new major version, you can create" -" a test upgrade request to try the latest version. Please note that at this " -"point, the upgrade scripts will only have been tested with demo data. Please" -" report any issue you might encounter while testing via the `Odoo Support " -"page `_ and make sure to be happy with your test " -"version before requesting the upgrade of your database in production." -msgstr "" -"Atunci când Odoo anunță lansarea unei noi versiuni majore, puteți crea o " -"cerere de actualizare de test pentru a încerca ultima versiune. Vă rugăm să " -"rețineți că în acest moment, scripturile de actualizare vor fi testate doar " -"cu datele demo. Vă rugăm să raportați orice problemă pe care o puteți " -"întâlni în timpul testării prin intermediul `Pagina de asistență Odoo " -"`_ și asigurați-vă că sunteți mulțumiți de " -"versiunea de test înainte de a solicita actualizarea bazei de date în " -"producție." - -#: ../../content/administration/upgrade/faq.rst:42 -msgid "Duration of the upgrade" -msgstr "Durata actualizării" - -#: ../../content/administration/upgrade/faq.rst:44 -msgid "It is impossible to give time estimates for every upgrade request." -msgstr "" -"Este imposibil să se ofere estimări de timp pentru fiecare cerere de " -"actualizare." - -#: ../../content/administration/upgrade/faq.rst:46 -msgid "" -"In general, the \"smaller\" the database, the quickest the upgrade request " -"is completed. A single-user database that uses only CRM will be processed " -"faster than a multi-company, multi-user database that uses Accounting, " -"Sales, Purchase, and Manufacturing." -msgstr "" -"În general, \"mai mică\" este baza de date, mai rapidă este cererea de " -"actualizare este finalizată. O bază de date cu un singur utilizator care " -"utilizează doar CRM va fi procesată mai rapid decât o bază de date multi-" -"companie, multi-utilizator care utilizează contabilitate, vânzări, cumpărări" -" și fabricație." - -#: ../../content/administration/upgrade/faq.rst:50 -msgid "" -"You can expect the time it takes for the platform to upgrade the test " -"database to be similar to the production upgrade." -msgstr "" -"Puteți aștepta ca timpul necesar pentru platformă să actualizeze baza de " -"date de test să fie similar cu actualizarea bazei de date în producție." - -#: ../../content/administration/upgrade/faq.rst:56 -msgid "Duration of the upgrade project" -msgstr "Durata proiectului de actualizare" - -#: ../../content/administration/upgrade/faq.rst:58 -msgid "" -"It depends on the user involvement (the time spent on testing, reporting " -"problems, etc.) and the issues encountered that might need to be addressed " -"by our technical team." -msgstr "" -"Depinde de implicarea utilizatorului (timpul petrecut pe testare, raportarea" -" problemelor, etc.) și problemele întâmpinate care ar putea necesita " -"rezolvare de către echipa noastră tehnică." - -#: ../../content/administration/upgrade/faq.rst:61 -msgid "So, in a nutshell, what can impact your upgrade lead time?" -msgstr "Deci, într-un cuvânt, ce poate afecta timpul de actualizare?" - -#: ../../content/administration/upgrade/faq.rst:63 -msgid "Source & targeted versions" -msgstr "Versiuni sursă și țintă" - -#: ../../content/administration/upgrade/faq.rst:64 -msgid "Installed apps" -msgstr "Aplicații instalate" - -#: ../../content/administration/upgrade/faq.rst:65 -msgid "Volume of data" -msgstr "Volumul de date" - -#: ../../content/administration/upgrade/faq.rst:66 -msgid "" -"Amount of customization (models, fields, methods, workflows, reports, " -"website, etc.)" -msgstr "" -"Gradul de personalizare (modele, câmpuri, metode, fluxuri de lucru, " -"rapoarte, site web, etc.)" - -#: ../../content/administration/upgrade/faq.rst:67 -msgid "" -"Installation of new apps or configuration changes after the start of the " -"test phase" -msgstr "" -"Instalarea de noi aplicații sau modificări de configurare după începerea " -"fazei de testare" - -#: ../../content/administration/upgrade/faq.rst:68 -msgid "User commitment" -msgstr "Angajamentul utilizatorului" - -#: ../../content/administration/upgrade/faq.rst:73 -msgid "Upgrade of the custom modules" -msgstr "Actualizarea modulului personalizat" - -#: ../../content/administration/upgrade/faq.rst:75 -msgid "" -"As stated in our :doc:`/legal/terms/enterprise`, section " -":ref:`charges_standard`, this optional service is subject to additional " -"fees." -msgstr "" -"Conform declarat în :doc:`/legal/terms/enterprise`, secțiunea " -":ref:`charges_standard`, acest serviciu opțional este supus unor taxe " -"suplimentare." - -#: ../../content/administration/upgrade/faq.rst:78 -msgid "" -"Depending on your situation, the custom code could be upgraded by our " -"services, by one of our partners, or you can do it yourself." -msgstr "" -"În funcție de situația dvs., codul personalizat poate fi actualizat de " -"serviciile noastre, de unul dintre partenerii noștri, sau puteți face-o în " -"modul dvs." - -#: ../../content/administration/upgrade/faq.rst:86 -msgid "Upgrade or Migration" -msgstr "Actualizare sau migrare" - -#: ../../content/administration/upgrade/faq.rst:88 -msgid "" -"An upgrade is switching to a newer version of Odoo, while a migration " -"reflects the change of :ref:`editions ` or " -"change of :ref:`hosting type `." -msgstr "" -"O actualizare este trecerea la o versiune mai nouă a Odoo, în timp ce o " -"migrare reflectă schimbarea :ref:`ediției ` sau" -" schimbarea :ref:`tipului de găzduire `." - -#: ../../content/administration/upgrade/faq.rst:97 -msgid "Editions change (from Community to Enterprise)" -msgstr "Schimbarea ediției (de la Comunitate la Enterprise)" - -#: ../../content/administration/upgrade/faq.rst:99 -msgid "" -"The upgrade always returns an Enterprise edition of Odoo, whether the " -"database you sent was a community or enterprise edition. It is required to " -"have an enterprise subscription to upgrade." -msgstr "" -"Actualizarea întotdeauna returnează o ediție Enterprise a Odoo, indiferent " -"de ediția comunității sau enterprise a bazei de date pe care ați trimis-o. " -"Este necesar să aveți o abonament Enterprise pentru a actualiza." - -#: ../../content/administration/upgrade/faq.rst:103 -msgid "" -"If you need assistance on this matter, please contact us via the `Odoo " -"Support page `_." -msgstr "" -"Dacă aveți nevoie de asistență în acest sens, vă rugăm să ne contactați prin" -" intermediul `Pagina de asistență Odoo `_." - -#: ../../content/administration/upgrade/faq.rst:107 -msgid "`Editions `_" -msgstr "`Ediții `_" - -#: ../../content/administration/upgrade/faq.rst:112 -msgid "Switching the hosting types (On-premise vs. Odoo Online vs. Odoo.sh)" -msgstr "" -"Trecerea la tipul de găzduire (On-premise vs. Odoo Online vs. Odoo.sh)" - -#: ../../content/administration/upgrade/faq.rst:114 -msgid "" -"An upgrade does not cover a change of `Hosting types " -"`_." -msgstr "" -"O actualizare nu acoperă schimbarea `Tipurilor de găzduire " -"`_." - -#: ../../content/administration/upgrade/faq.rst:116 -msgid "" -"Open the following link to get :doc:`more information about how to change " -"your hosting type <../maintain/hosting_changes>`." -msgstr "" -"Deschideți următorul link pentru a obține :doc:`mai multe informații despre " -"cum să schimbați tipul de găzduire <../maintain/hosting_changes>`." - -#: ../../content/administration/upgrade/faq.rst:124 -msgid "The Upgrade Report" -msgstr "Raportul de actualizare" - -#: ../../content/administration/upgrade/faq.rst:126 -msgid "" -"When an upgrade request completes successfully (test or production), you " -"receive an email notification about it that includes an 'Upgrade Report'. " -"This report is also sent to you via the Discuss app. It contains valuable " -"information regarding changes that occurred during the upgrade. While it " -"serves as a guide to possible issues to look out for, it is not an " -"exhaustive list. It remains imperative that you test the upgraded database " -"thoroughly and report any discrepancies you might find, before you decide to" -" upgrade your production database." -msgstr "" -"Când o cerere de actualizare se încheie cu succes (testare sau producție), " -"primești o notificare prin e-mail despre acest lucru care include un 'Raport" -" de actualizare'. Acest raport este trimis și prin intermediul aplicației " -"Discuss. Conține informații utile cu privire la modificările care au avut " -"loc în timpul actualizării. În timp ce își desfășoară rolul de ghid pentru " -"probleme posibile de urmărit, nu este o listă exhaustivă. Rămâne imperativ " -"să testați baza de date actualizată în mod temeinic și să raportați orice " -"discrepanțe pe care le-ați putea găsi, înainte de a decide să actualizați " -"baza de date de producție." - -#: ../../content/administration/upgrade/faq.rst:136 -msgid "Custom views" -msgstr "Vizualizări personalizate" - -#: ../../content/administration/upgrade/faq.rst:138 -msgid "" -"During the upgrade, some custom views might get disabled for technical " -"reasons. Therefore they might have to be fixed after the upgrade. The " -":ref:`Upgrade Report ` that is generated after " -"the upgrade is available in the Discuss app, and lists all the custom views " -"that might be impacted by this." -msgstr "" -"În timpul actualizării, unele vizualizări personalizate ar putea fi " -"dezactivate din motive tehnice. De aceea, ar putea trebui să fie rezolvate " -"după actualizare. :ref:`Raportul de actualizare ` care este generat după actualizare este disponibil în aplicația " -"Discuss și listează toate vizualizările personalizate care ar putea fi " -"afectate de acest lucru." - -#: ../../content/administration/upgrade/faq.rst:146 -msgid "Release Notes by version" -msgstr "Note de lansare după versiune" - -#: ../../content/administration/upgrade/faq.rst:148 -msgid "" -"Open our `Release Note `_ page to " -"get a summary of the new features and improvements made in each version." -msgstr "" -"Deschideți pagina noastră `Note de lansare " -"`_ pentru a obține un rezumat al " -"noulor caracteristici și îmbunătățiri realizate în fiecare versiune." - -#: ../../content/administration/upgrade/faq.rst:152 -msgid "How long is my test available for" -msgstr "Cât timp este disponibil testul meu" - -#: ../../content/administration/upgrade/faq.rst:154 -msgid "" -"An Odoo Online test database is available for one month by default. We can " -"extend this trial period upon request. For Odoo.sh or on-premise, there is " -"no restriction." -msgstr "" -"O bază de date de testare Odoo Online este disponibilă pentru un lună în mod" -" implicit. Putem extinde acest interval de încercare la cerere. Pentru " -"Odoo.sh sau on-premise, nu există nicio restricție." - -#: ../../content/administration/upgrade/faq.rst:158 -msgid "How many tests to perform before upgrading to production?" -msgstr "Câte teste să efectuați înainte de a actualiza la producție?" - -#: ../../content/administration/upgrade/faq.rst:160 -msgid "" -"As many as needed. When you are comfortable with the database, run a last " -"test upgrade 48 hours before requesting your production upgrade and test " -"your workflows one last time." -msgstr "" -"Atât câte sunt necesare. Când sunteți confortabil cu baza de date, efectuați" -" ultima actualizare de testare înainte de a solicita actualizarea la " -"producție și testați fluxurile de lucru o ultimă dată." - -#: ../../content/administration/upgrade/faq.rst:164 -msgid "How to/Where to report upgrade issues?" -msgstr "Cum/Unde să raportați problemele de actualizare?" - -#: ../../content/administration/upgrade/faq.rst:166 -msgid "" -"If you encounter issues during the upgrade process, please contact the Odoo " -"Support through the `Odoo Support page `_." -msgstr "" -"Dacă întâmpinați probleme în timpul procesului de actualizare, vă rugăm să " -"contactați echipa de asistență Odoo prin `pagina de asistență Odoo " -"`_." - -#: ../../content/administration/upgrade/faq.rst:169 -msgid "" -"To report an issue discovered during the testing phase, please select **An " -"issue related to my upgrade (test phase)**." -msgstr "" -"Pentru a raporta o problemă descoperită în timpul fazei de testare, vă rugăm" -" să selectați **O problemă legată de actualizarea mea (faza de testare)**." - -#: ../../content/administration/upgrade/faq.rst:171 -msgid "" -"To report an issue discovered post-upgrade, please select **An issue related" -" to my upgrade (production)**." -msgstr "" -"Pentru a raporta o problemă descoperită după actualizare, vă rugăm să " -"selectați **O problemă legată de actualizarea mea (producție)**." - -#: ../../content/administration/upgrade/faq.rst:175 -msgid "Upgrading to production" -msgstr "Actualizare la producție" - -#: ../../content/administration/upgrade/faq.rst:177 -msgid "" -"Once you have completed testing and are happy with the result, you decide on" -" a date and time when you stop users from accessing Odoo, freeze all data " -"entries, and create an upgrade request for the production upgrade." -msgstr "" -"Odată ce ați terminat testarea și sunteți mulțumit de rezultat, decideți o " -"dată și un moment în care să opriți utilizatorii de la accesarea Odoo, " -"înghețați toate intrările de date și creați o cerere de actualizare pentru " -"actualizarea la producție." - -#: ../../content/administration/upgrade/faq.rst:182 -msgid "How is my data handled in the Upgrade Platform?" -msgstr "Cum sunt datele mele tratate în platforma de actualizare?" - -#: ../../content/administration/upgrade/faq.rst:184 -msgid "" -"The Odoo Upgrade platform uses the same Privacy Policy as the rest of " -"Odoo.com services." -msgstr "" -"Platforma de actualizare Odoo utilizează aceeași Politică de " -"confidențialitate ca și restul serviciilor Odoo.com." - -#: ../../content/administration/upgrade/faq.rst:186 -msgid "" -"Your data is hosted on servers that follow our security guidelines, namely:" -msgstr "" -"Datele dvs. sunt găzduite pe servere care urmează ghidurile noastre de " -"securitate, respectiv:" - -#: ../../content/administration/upgrade/faq.rst:188 -msgid "" -"SSL - All web connections to client instances are protected with 256-bit SSL" -" encryption (HTTPS with a 2048-bit modulus SSL certificate), and running " -"behind Grade A SSL stacks. All our certificate chains are using SHA-2 " -"already." -msgstr "" -"SSL - Toate conexiunile web către instanțele client sunt protejate cu " -"criptare SSL de 256 de biți (HTTPS cu un certificat SSL de 2048 de biți), și" -" rulează în spatele stivelor SSL de grad A. Toate lanțurile noastre de " -"certificare folosesc deja SHA-2." - -#: ../../content/administration/upgrade/faq.rst:191 -msgid "" -"Safe System - Our servers are running recent Linux distribution with up-to-" -"date security patches, with firewall and intrusion countermeasures (not " -"disclosed for obvious reasons)." -msgstr "" -"Sistem sigur - Serverele noastre rulează o distribuție Linux recentă cu " -"actualizări de securitate, cu firewall și măsuri de prevenire a " -"intruziunilor (nu sunt dezvăluite din motive evidente)." - -#: ../../content/administration/upgrade/faq.rst:194 -msgid "" -"Servers are located at the same locations as our Cloud providers with the " -"following services:" -msgstr "" -"Serverele sunt localizate în aceleași locații ca și furnizorii noștri de " -"Cloud cu următoarele servicii:" - -#: ../../content/administration/upgrade/faq.rst:196 -msgid "" -"Restricted perimeter, physically accessed by authorized data center " -"employees only" -msgstr "" -"Perimetru restricționat, accesat fizic doar de angajații autorizați ai " -"centrului de date" - -#: ../../content/administration/upgrade/faq.rst:197 -msgid "Physical access control with security badges or biometrical security" -msgstr "" -"Controlul accesului fizic cu carduri de acces sau securitate biometrică" - -#: ../../content/administration/upgrade/faq.rst:198 -msgid "Security cameras monitoring the data center locations 24/7" -msgstr "Camere de supraveghere a centrului de date 24/7" - -#: ../../content/administration/upgrade/faq.rst:199 -msgid "Security personnel on-site 24/7" -msgstr "Personal de securitate pe locație 24/7" - -#: ../../content/administration/upgrade/faq.rst:201 -msgid "" -"The uploaded and migrated databases uploaded to the Upgrade platform are " -"kept for up to 3 months and are permanently deleted following that period." -msgstr "" -"Bazele de date încărcate și migrate la platforma de actualizare sunt " -"păstrate în mod temporar pentru până la 3 luni și sunt șterse permanent după" -" acea perioadă." - -#: ../../content/administration/upgrade/faq.rst:204 -msgid "" -"You can learn more about privacy and data handling at Odoo by visiting our " -"`General Data Protection Regulation page `_." -msgstr "" -"Puteți afla mai multe despre confidențialitate și prelucrarea datelor la " -"Odoo vizitând pagina noastră `General Data Protection Regulation page " -"`_." - -#: ../../content/administration/upgrade/faq.rst:208 -msgid "Rolling Release (applicable to Odoo Online databases)" -msgstr "Rolling Release (aplicabil pentru bazele de date Odoo Online)" - -#: ../../content/administration/upgrade/faq.rst:210 -msgid "" -"This feature allows customers to upgrade their database directly from a " -"message prompt sent to the database administrator as soon as the new version" -" is released. Odoo first tests the upgrade to the next version. The rolling " -"release upgrade option is displayed if the automated tests are successful. " -"The message offers two options:" -msgstr "" -"Acesta este un caracteristică care permite clienților să actualizeze baza de" -" date direct dintr-un prompt de mesaj trimis administratorului bazei de date" -" atunci când noua versiune este lansată. Odoo testează mai întâi " -"actualizarea la următoarea versiune. Opțiunea de actualizare cu lansare " -"continuă este afișată dacă testele automate au reușit. Mesajul oferă două " -"opțiuni:" - -#: ../../content/administration/upgrade/faq.rst:215 -msgid "" -"To 'Upgrade Now', which immediately triggers the upgrade of your live " -"production database." -msgstr "" -"La 'Upgrade Now', care declanșează imediat actualizarea bazei de date de " -"producție live." - -#: ../../content/administration/upgrade/faq.rst:217 -msgid "" -"To take you to your `database manager `_" -" where you can `request an upgraded test database " -"`_ and check the upgraded test database " -"for any discrepancies." -msgstr "" -"Pentru a vă duce la `database manager `_" -" unde puteți `request an upgraded test database " -"`_ și verificați baza de date de test " -"actualizată pentru orice discrepanțe." - -#: ../../content/administration/upgrade/faq.rst:221 -msgid "" -"When you choose to proceed with the production upgrade directly, make sure " -"all users have saved their work and are logged out. The upgrade takes " -"approximately 15 minutes. During this time your database is unreachable. If " -"you notice any problem after the upgrade, please report it via the `Odoo " -"Support page `_." -msgstr "" -"Când alegeți să continuați cu actualizarea producției direct, asigurați-vă " -"ca toți utilizatorii au salvat munca și au ieșit din cont. Actualizarea " -"durează aproximativ 15 minute. În timpul acestui timp baza de date este " -"inaccesibilă. Dacă observați orice problemă după actualizare, vă rugăm să " -"raportați-o prin `Odoo Support page `_." - -#: ../../content/administration/upgrade/faq.rst:227 -msgid "" -"If you are using the Website or Studio app, we recommend you always do a " -"test upgrade before upgrading your production instance." -msgstr "" -"Dacă utilizați aplicația Website sau Studio, vă recomandăm să faceți " -"întotdeauna o actualizare de test înainte de a actualiza instanța dvs. de " -"producție." - -#: ../../content/administration/upgrade/odoo_online.rst:5 -msgid "" -"Odoo databases can be manually upgraded directly from the main Odoo website." -" To upgrade an Odoo database, navigate to the `database manager " -"`_ page and sign in." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:8 -msgid "" -"The database manager page displays all of the Odoo databases associated with" -" the user's account. Any databases that are not already on the most recent " -"version of Odoo display an **arrow in a circle** icon next to the database " -"name, indicating that the database can be upgraded." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "" -"The database manager page with an upgrade button next to the name of a " +"If you face an issue while testing your upgraded test database, you can " +"request the assistance of Odoo via the `support page " +"`__ by selecting the option related " +"to testing the upgrade. In any case, it is essential to report any problem " +"encountered during the testing to fix it before upgrading your production " "database." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:17 +#: ../../content/administration/upgrade.rst:261 msgid "" -"If the database's version is **lower** than the latest major release: the " -"database must be upgraded within two months. After these two months, an " -"automatic upgrade is initiated." +"You might encounter significant differences with standard views, features, " +"fields, and models during testing. Those changes cannot be reverted on a " +"case-by-case basis. However, if a change introduced by a new version breaks " +"a customization, it is the responsibility of the maintainer of your custom " +"module to make it compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:19 +#: ../../content/administration/upgrade.rst:267 +msgid "Do not forget to test:" +msgstr "" + +#: ../../content/administration/upgrade.rst:269 +msgid "Integrations with external software (EDI, APIs, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:270 msgid "" -"If the database's version is **equal** to or **higher** than the latest " -"major release: you can disregard the invitation to upgrade, as the database " -"probably would not benefit from new features every two months." +"Workflows between different apps (online sales with eCommerce, converting a " +"lead all the way to a sales order, delivery of products, etc.)" msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:23 +#: ../../content/administration/upgrade.rst:272 +msgid "Data exports" +msgstr "" + +#: ../../content/administration/upgrade.rst:273 +msgid "Automated actions" +msgstr "" + +#: ../../content/administration/upgrade.rst:274 msgid "" -"If a database is *not* on the latest online version, its administrator " -"should receive an invitation to upgrade on the database's dashboard, " -"displayed as an **arrow in a circle**." +"Server actions in the action menu on form views, as well as by selecting " +"multiple records on list views" msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "Invitation to upgrade on the database dashboard." +#: ../../content/administration/upgrade.rst:280 +msgid "Upgrading the production database" msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:30 +#: ../../content/administration/upgrade.rst:282 msgid "" -"Versions that are not supported anymore become deprecated and must be " -"updated to avoid security issues. It is recommended to initiate the upgrade " -"yourself and not wait for the automatic upgrade, as the former method allows" -" you to request a test upgrade of the database to check for any " -"discrepancies." +"Once the :ref:`tests ` are completed and you are " +"confident that the upgraded database can be used as your main database " +"without any issues, it is time to plan the go-live day. It can be planned in" +" coordination with Odoo's upgrade support analysts, reachable via the " +"`support page `__." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:36 -msgid "Test database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:38 +#: ../../content/administration/upgrade.rst:287 msgid "" -"Click on the **arrow in a circle** icon to start the upgrade process. On the" -" :guilabel:`Upgrade your database` pop-up, select the version of Odoo that " -"the platform will be upgraded to. In the :guilabel:`Email to notify` field, " -"enter an email address that will receive email notifications about the " -"database upgrade." +"Your production database will be unavailable during its upgrade. Therefore, " +"we recommend planning the upgrade at a time when the use of the database is " +"minimal." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:43 +#: ../../content/administration/upgrade.rst:290 msgid "" -"There is also a :guilabel:`Purpose` section on the pop-up that is used to " -"specify the reason for the upgrade. However, at this stage of the process, " -"the only selectable option is :guilabel:`Test`, as Odoo requires users to " -"create a test copy of the upgraded database before converting the actual " -"database." +"As the standard upgrade scripts and your database are constantly evolving, " +"it is also recommended to frequently request another upgraded test database " +"to ensure that the upgrade process is still successful, especially if it " +"takes a long time to finish. Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade your database\" pop-up." +#: ../../content/administration/upgrade.rst:296 +msgid "Going into production without first testing may lead to:" +msgstr "Trecerea în producție fără testare în prealabil poate duce la:" + +#: ../../content/administration/upgrade.rst:298 +msgid "Users failing to adjust to the changes and new features" msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:52 +#: ../../content/administration/upgrade.rst:299 msgid "" -"After filling out the form, click the :guilabel:`Upgrade` button. The pop-up" -" disappears and the database being upgraded shows a red :guilabel:`Upgrade " -"in progress` tag next to its name. An email confirming that the upgrade is " -"in progress is also sent to the email address specified on the pop-up." +"Business interruptions (e.g., no longer having the possibility to validate " +"an action)" msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade in progress\" tag next to the database name." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:61 +#: ../../content/administration/upgrade.rst:300 msgid "" -"Once the upgrade is complete, a new test database appears on the `database " -"manager `_ page. To access the test " -"database, click the drop-down arrow (:guilabel:`⯆`) to the left of the main " -"database's name. Doing so makes the test version appear below it. Finally, " -"click the green :guilabel:`Connect` button on the right side of the test " -"version's row to go to the database." +"Poor customer experience (e.g., an eCommerce website that does not work " +"correctly)" msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "A test database on the database manager page." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:71 +#: ../../content/administration/upgrade.rst:302 msgid "" -"Except for being on the newer version of Odoo, the test database is an exact" -" copy of the one being upgraded. It is important to do extensive testing in " -"this database to ensure that the upgrade has not altered or corrupted any " -"data, and that all workflows still proceed as expected." +"The process of upgrading a production database is similar to upgrading a " +"test database with a few exceptions." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:76 -msgid "Production database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:78 +#: ../../content/administration/upgrade.rst:309 msgid "" -"After confirming the integrity of the new version, return to the `database " -"manager `_ page. Once again, click on the" -" **arrow in a circle** icon next to the database being upgraded. The " -":guilabel:`Upgrade your database` pop-up appears as before, except that " -"there is now a :guilabel:`Production` option under the :guilabel:`Purpose` " -"section." +"The process is similar to :ref:`obtaining an upgraded test database " +"`, except for the purpose option, which must " +"be set to :guilabel:`Production` instead of :guilabel:`Test`." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:83 +#: ../../content/administration/upgrade.rst:314 msgid "" -"Select the :guilabel:`Production` option and then click :guilabel:`Upgrade` " -"to begin the upgrade process. As before, a notification email is sent to the" -" email address provided and a red :guilabel:`Upgrade in progress` tag " -"appears next to the name of the database." +"Once the upgrade is requested, the database will be unavailable until the " +"upgrade is finished. Once the process is completed, it is impossible to " +"revert to the previous version." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:87 +#: ../../content/administration/upgrade.rst:320 msgid "" -"The production database is then taken offline and will be upgraded " -"automatically. The time it takes to upgrade the production database should " -"be similar to the time that was necessary to upgrade the test database. Make" -" sure to inform database users of the scheduled downtime." +"The process is similar to :ref:`obtaining an upgraded test database " +"` on the :guilabel:`Production` branch." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:91 -msgid "" -"After the upgrade is finished, the :guilabel:`Upgrade in progress` tag " -"disappears and the database is upgraded to the version specified." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:10 -msgid "" -"Odoo.sh is integrated with the upgrade platform to make the upgrade process " -"easier." -msgstr "" -"Odoo.sh este integrat cu platforma de actualizare pentru a face procesul de " -"actualizare mai ușor." - -#: ../../content/administration/upgrade/odoo_sh.rst:13 -msgid "" -"The :guilabel:`Upgrade` tab is available in the branches view. It is only " -"available for valid projects with a valid production build." -msgstr "" -"Tab-ul :guilabel:`Upgrade` este disponibil în vizualizarea branch-urilor. " -"Este disponibil numai pentru proiecte valide cu o versiune de producție " -"validă." - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Click on the upgrade menu" -msgstr "Faceți clic pe meniul de actualizare" - -#: ../../content/administration/upgrade/odoo_sh.rst:20 -msgid "The suggested upgrade steps on Odoo.sh are:" -msgstr "Pașii de actualizare sugerați pe Odoo.sh sunt:" - -#: ../../content/administration/upgrade/odoo_sh.rst:22 -msgid "" -"On a :guilabel:`Development` branch, upgrade your custom modules to keep " -"them compatible with the new version and thoroughly **test them**." -msgstr "" -"Pe un branch :guilabel:`Development`, actualizați modulele personalizate " -"pentru a le păstra compatibile cu noua versiune și **testați-le** în mod " -"detaliat." - -#: ../../content/administration/upgrade/odoo_sh.rst:24 -msgid "" -"Switch that branch to the :guilabel:`Staging` branch, **upgrade** the last " -"daily production backup and **test it**. Write upgrade scripts if necessary." -msgstr "" -"Comutați această ramură la branch-ul :guilabel:`Staging`, **actualizați** " -"ultima copie de rezervă de producție zilnică și **testați-o**. Scrieți " -"scripturi de actualizare dacă este necesar." - -#: ../../content/administration/upgrade/odoo_sh.rst:26 -msgid "" -"Trigger the production upgrade from your :guilabel:`Production` branch and " -"sit tight." -msgstr "" -"Declanșați actualizarea de producție din branch-ul :guilabel:`Production` și" -" stai liniștit." - -#: ../../content/administration/upgrade/odoo_sh.rst:29 -msgid ":doc:`../../administration/upgrade`" -msgstr ":doc:`../../administration/upgrade`" - -#: ../../content/administration/upgrade/odoo_sh.rst:30 -msgid ":doc:`Upgrade FAQ <../upgrade/faq>`" -msgstr ":doc:`Upgrade FAQ <../upgrade/faq>`" - -#: ../../content/administration/upgrade/odoo_sh.rst:31 -msgid ":doc:`Introduction to Odoo.sh <../odoo_sh/overview/introduction>`" -msgstr ":doc:`Introducere la Odoo.sh <../odoo_sh/overview/introduction>`" - -#: ../../content/administration/upgrade/odoo_sh.rst:36 -msgid "Upgrade your custom modules" -msgstr "Actualizați modulele personalizate" - -#: ../../content/administration/upgrade/odoo_sh.rst:38 -msgid "" -"The first step is to upgrade your custom modules to keep them compatible " -"with the new version. Fork your :guilabel:`Production` branch in the " -":guilabel:`Development` stage, then go to the settings of your " -":guilabel:`Development` branch and select the Odoo version you target. If " -"needed, modify your code to be compatible with the new version. Make sure to" -" **test** your features are still working correctly." -msgstr "" -"Primul pas este să actualizați modulele personalizate pentru a le păstra " -"compatibile cu noua versiune. Faceți o bifurcație a branch-ului " -":guilabel:`Production` în stadiul :guilabel:`Development`, apoi mergeți la " -"setările branch-ului :guilabel:`Development` și selectați versiunea Odoo pe " -"care o țintiți. Dacă este necesar, modificați codul pentru a fi compatibil " -"cu noua versiune. Asigurați-vă că **testați** dacă caracteristicile dvs. " -"încă funcționează corect." - -#: ../../content/administration/upgrade/odoo_sh.rst:45 -msgid "" -"Depending on your contract, the upgrade of your custom modules can be done " -"by yourself, by your Partner or by Odoo (if you hold a subscription " -"including maintenance of customizations)." -msgstr "" -"În funcție de contractul dvs., actualizarea modulelor personalizate poate fi" -" realizată de dvs., de partenerul dvs. sau de Odoo (dacă dețineți o " -"abonament care include mentenanța personalizărilor)." - -#: ../../content/administration/upgrade/odoo_sh.rst:51 -msgid "Upgrade your database on a staging branch" -msgstr "Actualizați baza de date pe un branch de stagiu" - -#: ../../content/administration/upgrade/odoo_sh.rst:53 -msgid "" -"Take the upgraded development branch and drag & drop it to " -":guilabel:`Staging`." -msgstr "" -"Luați branch-ul de dezvoltare actualizat și trageți-l și plasați-l în " -":guilabel:`Staging`." - -#: ../../content/administration/upgrade/odoo_sh.rst:55 -msgid "" -"Go to the :guilabel:`Upgrade` tab and select the :guilabel:`target version`." -" Then, click on :guilabel:`Test Upgrade`." -msgstr "" -"Mergi la fila :guilabel:`Upgrade` și selectați :guilabel:`versiunea țintă`. " -"Apoi, faceți clic pe :guilabel:`Test Upgrade`." - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Odoo.sh project and tabs" -msgstr "Proiectul Odoo.sh și filele" - -#: ../../content/administration/upgrade/odoo_sh.rst:62 -msgid "" -"The **latest production daily automatic backup** is sent to the `upgrade " -"platform `_ to start the upgrade test process." -msgstr "" -"Ultima copie de rezervă automată zilnică de producție este trimisă la " -"platforma de actualizare pentru a începe " -"procesul de testare a actualizării." - -#: ../../content/administration/upgrade/odoo_sh.rst:66 -msgid "" -"You can follow the upgrade process by going to the :guilabel:`Upgrade` menu " -"of your :guilabel:`Production` branch." -msgstr "" -"Puteți urmări procesul de actualizare mergând la meniul :guilabel:`Upgrade` " -"branch-ului dvs. :guilabel:`Production`." - -#: ../../content/administration/upgrade/odoo_sh.rst:69 -msgid "" -"When the upgraded backup is ready on the `upgrade platform " -"`_, it is automatically downloaded back to " -"your project." -msgstr "" -"Când copia de rezervă actualizată este gata pe platforma de actualizare " -", este descărcată automat înapoi în proiectul " -"dvs." - -#: ../../content/administration/upgrade/odoo_sh.rst:72 -msgid "" -"The branch is now in a **special mode**: each time a **commit is pushed** on" -" the branch, a **restore operation** of the upgraded backup occurs, and an " -"**update of all the custom modules** happens. This allows you to quickly " -"iterate on your custom modules upgrade scripts. The log file of the upgrade " -"process can be found at :file:`~/logs/upgrade.log` in your newly upgraded " -"staging build." -msgstr "" -"Branch-ul este acum într-un **mod special**: de fiecare dată când este " -"**push un commit** pe branch, se produce o **restaurare a copiei de rezervă " -"actualizate** și se produce o **actualizare a tuturor modulelor " -"personalizate**. Acest lucru vă permite să iterați rapid scripturile de " -"actualizare a modulelor personalizate. Fișierul jurnal al procesului de " -"actualizare se găsește la :file:`~/logs/upgrade.log` în noua construcție de " -"stagiu actualizată." - -#: ../../content/administration/upgrade/odoo_sh.rst:78 -msgid "The **special upgrade mode** is automatically closed after 30 days." -msgstr "Modul de actualizare **special** este închis automat după 30 de zile." - -#: ../../content/administration/upgrade/odoo_sh.rst:79 -#: ../../content/administration/upgrade/odoo_sh.rst:128 -msgid "" -"It may happen that custom modules are no longer needed after an upgrade. " -"Custom modules in the upgraded database are set to be updated. If the " -"modules are missing in the code, the update fails, thus failing the whole " -"process. An empty module with a manifest and possibly some custom upgrade " -"script are necessary to clean up the database. The complete removal of the " -"module has to be handled afterwards." -msgstr "" -"Este posibil ca modulele personalizate să nu mai fie necesare după o " -"actualizare. Modulele personalizate din baza de date actualizată sunt setate" -" pentru a fi actualizate. Dacă modulele lipsesc din cod, actualizarea " -"eșuează, astfel încât întregul proces eșuează. Un modul gol cu un manifest " -"și posibil un script de actualizare personalizat sunt necesare pentru " -"curățarea bazei de date. Înlăturarea completă a modulului trebuie gestionată" -" ulterior." - -#: ../../content/administration/upgrade/odoo_sh.rst:86 -msgid "Functionally test your upgraded database" -msgstr "Testați funcțional baza de date actualizată" - -#: ../../content/administration/upgrade/odoo_sh.rst:88 -msgid "" -"Now that the test upgraded database is available on your staging branch, " -"**thoroughly test it** and make sure everything runs as it's supposed to. " -"Once you are satisfied with the result, you are ready to upgrade your " -"production database." -msgstr "" -"Acum că baza de date actualizată este disponibilă pe branch-ul dvs. de " -"stagiu, **testați-o în detaliu** și asigurați-vă că totul rulează așa cum " -"trebuie. Odată ce sunteți mulțumit de rezultat, sunteți gata să actualizați " -"baza de date de producție." - -#: ../../content/administration/upgrade/odoo_sh.rst:93 -msgid "Production upgrade" -msgstr "Actualizare productiv" - -#: ../../content/administration/upgrade/odoo_sh.rst:95 -msgid "" -"Once you are happy with your testing, you can start the process on the " -":guilabel:`Production` branch." -msgstr "" -"Odată ce sunteți mulțumit de testare, puteți începe procesul pe branch-ul " -":guilabel:`Production`." - -#: ../../content/administration/upgrade/odoo_sh.rst:98 -msgid "" -"On your :guilabel:`Production` branch, go to the :guilabel:`Upgrade` tab, " -"select the :guilabel:`targeted version` and click on the :guilabel:`start " -"Upgrade` button." -msgstr "" -"Pe branch-ul dvs. :guilabel:`Production`, mergeți la fila " -":guilabel:`Upgrade`, selectați :guilabel:`versiunea țintă` și faceți clic pe" -" butonul :guilabel:`start Upgrade`." - -#: ../../content/administration/upgrade/odoo_sh.rst-1 +#: ../../content/administration/upgrade.rst:0 msgid "View from the upgrade tab" msgstr "Afișare din fila de actualizare" -#: ../../content/administration/upgrade/odoo_sh.rst:105 +#: ../../content/administration/upgrade.rst:326 msgid "" -"The actual process is **triggered as soon as you push a new commit** in your" -" branch. Make sure you are pushing code that is compatible with the new " -"version. For example by merging the code from your upgraded staging branch." +"The process is **triggered as soon as a new commit is made** on the branch. " +"This allows the upgrade process to be synchronized with the deployment of " +"the custom modules' upgraded source code. If there are no custom modules, " +"the upgrade process is triggered immediately." msgstr "" -"Procesul actual este **declanșat imediat după ce trimiteți un nou commit** " -"în branch-ul dvs. Asigurați-vă că trimiteți cod compatibil cu noua versiune." -" De exemplu prin combinarea codului din branch-ul dvs. de stagiu actualizat." -#: ../../content/administration/upgrade/odoo_sh.rst:110 +#: ../../content/administration/upgrade.rst:332 msgid "" -"You can see the progress of the upgrade by going to the :guilabel:`Upgrade` " -"tab of the main branch." +"The database is unavailable throughout the process. If anything goes wrong, " +"the platform automatically reverts the upgrade, as it would be for a regular" +" update. In case of success, a backup of the database before the upgrade is " +"created." msgstr "" -"Puteți vedea progresul actualizării mergând la fila :guilabel:`Upgrade` a " -"branch-ului principal." -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View showing the progress of the upgrade" -msgstr "Vedere care arată progresul actualizării" - -#: ../../content/administration/upgrade/odoo_sh.rst:118 -msgid "Your database is unavailable throughout the process." -msgstr "Baza de date dvs. nu este disponibilă în timpul procesului." - -#: ../../content/administration/upgrade/odoo_sh.rst:121 -msgid "" -"If anything goes wrong, the platform automatically reverts the upgrade, the " -"same as it would be for a regular update. In case of success, a backup is " -"always made." -msgstr "" -"Dacă ceva merge prost, platforma revine automat la actualizare, la fel ca și" -" când ar fi o actualizare obișnuită. În caz de succes, este întotdeauna " -"făcută o copie de rezervă." - -#: ../../content/administration/upgrade/odoo_sh.rst:124 +#: ../../content/administration/upgrade.rst:336 msgid "" "The update of your custom modules must be successful to complete the entire " "upgrade process. Make sure the status of your staging upgrade is " @@ -11739,196 +10875,124 @@ msgstr "" "finaliza întregul proces de actualizare. Asigurați-vă că starea actualizării" " de stagiu este :guilabel:`successful` înainte de a încerca în producție." -#: ../../content/administration/upgrade/on_premise.rst:6 -msgid "Test upgrade request" -msgstr "Cerere de testare a actualizării" - -#: ../../content/administration/upgrade/on_premise.rst:8 -msgid "There are two ways to create your upgrade request." -msgstr "Există două modalități de a crea cererea dvs. de actualizare." - -#: ../../content/administration/upgrade/on_premise.rst:11 -msgid "Upgrade request via command line" -msgstr "Cerere de actualizare prin linia de comandă" - -#: ../../content/administration/upgrade/on_premise.rst:13 +#: ../../content/administration/upgrade.rst:344 msgid "" -"For technically-advanced users and partners, the upgrade process can be " -"initiated via the following command line on the server where the database is" -" hosted:" +"The command to upgrade a database to production is similar to the one of " +"upgrading a test database except for the argument `test`, which must be " +"replaced by `production`:" msgstr "" -"Pentru utilizatorii și partenerii cu experiență tehnică, procesul de " -"actualizare poate fi inițiat prin intermediul următoarei linii de comandă pe" -" serverul unde este găzduită baza de date:" -#: ../../content/administration/upgrade/on_premise.rst:16 +#: ../../content/administration/upgrade.rst:351 msgid "" -":command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d -t `" -msgstr "" -":command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d -t `" - -#: ../../content/administration/upgrade/on_premise.rst:19 -msgid "" -"The above command creates the database dump, sends it to the upgrade " -"platform, and initiates the automated upgrade process. During the upgrade, " -"you can follow the live logs on your screen. Once the upgrade process is " -"completed successfully, the upgraded database is restored onto the server " -"(as a duplicate test database)." -msgstr "" -"Comanda de mai sus creează copia de rezervă a bazei de date, o trimite la " -"platforma de actualizare și inițiază procesul automat de actualizare. În " -"timpul migraării, puteți urmări jurnalele în timp real pe ecran. După ce " -"procesul de actualizare este finalizat cu succes, baza de date actualizată " -"este restaurată pe server (ca o bază de date de test duplicată)." - -#: ../../content/administration/upgrade/on_premise.rst:25 -msgid "Upgrade request via the Odoo Upgrade Portal" -msgstr "Cerere de migrare prin intermediul portalului de actualizare Odoo" - -#: ../../content/administration/upgrade/on_premise.rst:27 -msgid "" -"Download a recent copy of your database and select the option " -":guilabel:`pg_dump custom format (without filestore)`." -msgstr "" -"Descărcați o copie recentă a bazei de date și selectați opțiunea " -":guilabel:`pg_dump custom format (without filestore)`." - -#: ../../content/administration/upgrade/on_premise.rst:29 -msgid "" -"Upload this dump file at https://upgrade.odoo.com and select *Testing* as " -"the aim. Odoo performs the automated upgrade process. Once it is completed, " -"you receive an email with a link to download the upgrade database dump file." -msgstr "" -"Încărcați acest fișier de copie de rezervă la https://upgrade.odoo.com și " -"selectați *Testing* ca scop. Odoo efectuează procesul automat de migrare. " -"Odată finalizat, primiți un e-mail cu un link pentru a descărca fișierul de " -"copie de rezervă a bazei de date de migrare." - -#: ../../content/administration/upgrade/on_premise.rst:32 -msgid "" -"Import the upgraded database into your on-premise environment and manually " -"test all processes and workflows." -msgstr "" -"Importați baza de date migrată în mediul dvs. on-premise și testați manual " -"toate procesele și fluxurile de lucru." - -#: ../../content/administration/upgrade/on_premise.rst:36 -msgid "" -"For security reasons, only the person who submitted the upgrade request is " -"able to download it." -msgstr "" -"Din motive de securitate, numai persoana care a trimis cererea de migrare " -"poate să o descarce." - -#: ../../content/administration/upgrade/on_premise.rst:37 -msgid "" -"Any problem found during testing should be reported via the `helpdesk " -"`_." -msgstr "" -"Orice problemă găsită în timpul testării trebuie raportată prin intermediul " -"`helpdesk `_." - -#: ../../content/administration/upgrade/on_premise.rst:39 -msgid "" -"For storage reasons, the copy of your database is submitted without a " -"filestore to the upgrade server. Therefore, the upgraded database does not " -"contain the production filestore." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:41 -msgid "" -"Before restoring the upgraded database, its filestore must be merged with " -"the production filestore to be able to perform tests in the same conditions " -"as it would be in the new version." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:43 -msgid "The upgraded database contains:" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:45 -msgid "A `dump.sql` file containing the upgraded database." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:46 -msgid "" -"A `filestore` folder containing files that were extracted from in-database " -"records into attachments (if there are any) and new standard Odoo files from" -" the targeted Odoo version (like new images, icons, payment provider's " -"logos, etc.). This is the folder that should be merged with the production " -"filestore in order to get the full upgraded filestore." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:52 -msgid "Upgrade your production database" -msgstr "Migrați baza de date de producție" - -#: ../../content/administration/upgrade/on_premise.rst:54 -msgid "" -"Once you have completed the testing successfully, you can proceed to upgrade" -" your live database in production. Download your upgraded database from the " -"link in the email and import it onto your live environment." -msgstr "" -"Odată ce ați finalizat cu succes testarea, puteți trece la migrarea bazei de" -" date în producție. Descărcați baza de date migrată din linkul din e-mail și" -" importați-o în mediul dvs. live." - -#: ../../content/administration/upgrade/on_premise.rst:59 -msgid "" -"Same as in the test phase, when requesting an upgrade for production " -"purposes, the copy of your database is submitted without a filestore." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:61 -msgid "" -"Therefore, the upgraded database filestore must be merged with the " -"production filestore before deploying the new version." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:65 -msgid "Custom modules (if applicable)" -msgstr "Module personalizate (dacă este cazul)" - -#: ../../content/administration/upgrade/on_premise.rst:67 -msgid "" -"The upgrade of a database that contains custom modules is a two-step " +"An upgraded production database can also be requested via the `Upgrade page " +"`_. Once the database is uploaded, any " +"modification to your production database will **not** be present on your " +"upgraded database. This is why we recommend not using it during the upgrade " "process." msgstr "" -"Migrarea unei baze de date care conține module personalizate este un proces " -"de două etape." -#: ../../content/administration/upgrade/on_premise.rst:69 -msgid "The standard upgrade is done when your upgrade request is completed." -msgstr "" -"Migrarea standard este efectuată atunci când cererea dvs. de migrare este " -"finalizată." - -#: ../../content/administration/upgrade/on_premise.rst:70 +#: ../../content/administration/upgrade.rst:358 msgid "" -"Your custom modules also need to be upgraded to keep them compatible with " -"the new version." +"When requesting an upgraded database for production purposes, the copy is " +"submitted without a filestore. Therefore, the upgraded database filestore " +"must be merged with the production filestore before deploying the new " +"version." msgstr "" -"Modulele dvs. personalizate trebuie de asemenea să fie actualizate pentru a " -"le păstra compatibile cu noua versiune." -#: ../../content/administration/upgrade/on_premise.rst:72 +#: ../../content/administration/upgrade.rst:362 msgid "" -"Depending on your contract, the upgrade of your custom modules can be done" +"In case of an issue with your production database, you can request the " +"assistance of Odoo via the `support page " +"`__ by selecting the option " +"related to the upgrade in production." msgstr "" -"În funcție de contractul dvs., actualizarea modulelor dvs. personalizate " -"poate fi efectuată" -#: ../../content/administration/upgrade/on_premise.rst:74 -msgid "by yourself." -msgstr "de dvs. singuri." +#: ../../content/administration/upgrade.rst:370 +msgid "Service-level agreement (SLA)" +msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:75 -msgid "by your Partner." -msgstr "de partenerul dvs." - -#: ../../content/administration/upgrade/on_premise.rst:76 +#: ../../content/administration/upgrade.rst:372 msgid "" -"by Odoo (if you hold a subscription to 'Maintenance of Customizations')." -msgstr "de Odoo (dacă dețineți o abonare la 'Maintenance of Customizations')." +"With Odoo Enterprise, upgrading a database to the most recent version of " +"Odoo is **free**, including any support required to rectify potential " +"discrepancies in the upgraded database." +msgstr "" + +#: ../../content/administration/upgrade.rst:375 +msgid "" +"Information about the upgrade services included in the Enterprise Licence is" +" available in the :ref:`Odoo Enterprise Subscription Agreement `. " +"However, this section clarifies what upgrade services you can expect." +msgstr "" + +#: ../../content/administration/upgrade.rst:380 +msgid "Upgrade services covered by the SLA" +msgstr "" + +#: ../../content/administration/upgrade.rst:382 +msgid "" +"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " +"self-hosted (On-Premise) can benefit from upgrade services at all times for:" +msgstr "" + +#: ../../content/administration/upgrade.rst:385 +msgid "the upgrade of all **standard applications**;" +msgstr "" + +#: ../../content/administration/upgrade.rst:386 +msgid "" +"the upgrade of all **customizations created with the Studio app**, as long " +"as Studio is still installed and the respective subscription is still " +"active; and" +msgstr "" + +#: ../../content/administration/upgrade.rst:388 +msgid "" +"the upgrade of all **developments and customizations covered by a " +"maintenance of customizations subscription**." +msgstr "" + +#: ../../content/administration/upgrade.rst:391 +msgid "" +"Upgrade services are limited to the technical conversion and adaptation of a" +" database (standard modules and data) to make it compatible with the version" +" targeted by the upgrade." +msgstr "" + +#: ../../content/administration/upgrade.rst:395 +msgid "Upgrade services not covered by the SLA" +msgstr "" + +#: ../../content/administration/upgrade.rst:397 +msgid "The following upgrade-related services are **not** included:" +msgstr "" + +#: ../../content/administration/upgrade.rst:399 +msgid "" +"the **cleaning** of pre-existing data and configurations while upgrading;" +msgstr "" + +#: ../../content/administration/upgrade.rst:400 +msgid "" +"the upgrade of **custom modules created in-house or by third parties**, " +"including Odoo partners;" +msgstr "" + +#: ../../content/administration/upgrade.rst:401 +msgid "" +"lines of **code added to standard modules**, i.e., customizations created " +"outside the Studio app, code entered manually, and :ref:`automated actions " +"using Python code `; and" +msgstr "" + +#: ../../content/administration/upgrade.rst:404 +msgid "**training** on using the upgraded version's features and workflows." +msgstr "" + +#: ../../content/administration/upgrade.rst:407 +msgid ":doc:`Odoo.sh documentation `" +msgstr "" + +#: ../../content/administration/upgrade.rst:408 +msgid ":doc:`Supported Odoo versions `" +msgstr "" diff --git a/locale/ro/LC_MESSAGES/finance.po b/locale/ro/LC_MESSAGES/finance.po index 696e041a0..7922feb5e 100644 --- a/locale/ro/LC_MESSAGES/finance.po +++ b/locale/ro/LC_MESSAGES/finance.po @@ -11,18 +11,18 @@ # Hongu Cosmin , 2023 # Cozmin Candea , 2023 # Foldi Robert , 2023 +# Vacaru Adrian , 2023 # Dorin Hongu , 2023 # Martin Trigaux, 2023 -# Vacaru Adrian , 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-09 08:39+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" -"Last-Translator: Vacaru Adrian , 2023\n" +"Last-Translator: Martin Trigaux, 2023\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -185,7 +185,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -222,10 +222,12 @@ msgid "Audit" msgstr "Audit" #: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1073 msgid "General ledger" msgstr "" #: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1035 msgid "Trial balance" msgstr "Sold trial" @@ -244,7 +246,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:135 #: ../../content/applications/finance/fiscal_localizations/chile.rst:161 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:321 msgid "Partner" msgstr "Partener" @@ -573,6 +575,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:15 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:22 #: ../../content/applications/finance/accounting/payments/batch.rst:15 @@ -590,7 +593,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 #: ../../content/applications/finance/accounting/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:13 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:22 @@ -601,15 +604,15 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:29 #: ../../content/applications/finance/fiscal_localizations/chile.rst:290 #: ../../content/applications/finance/fiscal_localizations/chile.rst:332 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/germany.rst:58 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:620 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:726 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:847 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:40 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:766 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:906 #: ../../content/applications/finance/fiscal_localizations/peru.rst:25 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 @@ -620,7 +623,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:60 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:9 #: ../../content/applications/finance/payment_acquirers/mollie.rst:8 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:141 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:146 #: ../../content/applications/finance/payment_acquirers/sips.rst:9 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:30 msgid "Configuration" @@ -2728,7 +2731,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Tip" @@ -2796,7 +2799,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:5 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:86 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:310 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:321 msgid "Customer invoices" msgstr "Facturi client" @@ -2857,7 +2860,7 @@ msgstr "" "o factură ciornă de către personalul depozitului." #: ../../content/applications/finance/accounting/customer_invoices.rst:35 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:284 msgid "Invoice creation" msgstr "Creare factura" @@ -3081,8 +3084,8 @@ msgstr "115" #: ../../content/applications/finance/accounting/taxes.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:164 #: ../../content/applications/finance/fiscal_localizations/chile.rst:198 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:165 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:69 #: ../../content/applications/finance/fiscal_localizations/peru.rst:242 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:127 @@ -4413,7 +4416,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:97 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:26 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:32 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:16 #: ../../content/applications/finance/fiscal_localizations/france.rst:182 #: ../../content/applications/finance/fiscal_localizations/india.rst:16 @@ -4421,9 +4424,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:34 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:66 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:15 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:14 @@ -4432,16 +4434,15 @@ msgstr "Nume" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:98 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:27 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:17 #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:17 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:35 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:67 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:15 @@ -5823,467 +5824,952 @@ msgid ":doc:`../fiscal_localizations`" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:190 -msgid "`Odoo Tutorials: Accounting Basics `_" -msgstr "`Tutoriale Odoo: Bazele contabilității `_" +msgid "" +"`Odoo Tutorials: Accounting and Invoicing - Getting started [video] " +"`_" +msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:3 -msgid "Inventory average price valuation" +msgid "Average price on returned goods" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:5 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:9 msgid "" -"As stated in the :doc:`inventory valuation page " -"`," -" one of the possible costing method you can use in perpetual stock " -"valuation, is the average cost." +"*Average cost valuation* (AVCO) is an inventory valuation method that " +"evaluates cost based on the total cost of goods bought or produced during a " +"period, divided by the total number of items on-hand. Inventory valuation is" +" used to:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:10 -msgid "" -"This document answers to one recurrent question for companies using that " -"method to make their stock valuation: how does a shipping returned to its " -"supplier impact the average cost and the accounting entries? This document " -"is **only** for the specific use case of a perpetual valuation (as opposed " -"to the periodic one) and in average price costing method (as opposed to " -"standard of FIFO)." +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:13 +msgid "reflect the value of a company's assets;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:14 +msgid "keep track of the amount of unsold goods;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:15 +msgid "account for monetary value in goods that have yet to generate profit;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:16 +msgid "report on flow of goods throughout the quarter." msgstr "" -"Acest document răspunde unei întrebări recurente pentru companiile care " -"utilizează această metodă pentru a face evaluarea stocului lor: cum " -"impactează o expediere returnată furnizorului costul mediu și înregistrările" -" contabile? Acest document este ** doar ** pentru cazul de utilizare " -"specific al unei evaluări perpetue (în contrast cu cea periodică) și în " -"metoda de costare a prețului mediu (în contrast cu standardul FIFO)." #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:18 -msgid "Definition of average cost" -msgstr "Definiția costului mediu" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:20 msgid "" -"The average cost method calculates the cost of ending inventory and cost of " -"goods sold on the basis of weighted average cost per unit of inventory." +"Because |AVCO| uses the weighted average to evaluate the cost, it is a good " +"fit for companies that sell only a few different products in large " +"quantities. In Odoo, this costing analysis is *automatically updated* each " +"time products are received." msgstr "" -"Metoda de cost mediu calculează costul inventarului final și costul " -"bunurilor vândute pe baza costului mediu ponderat pe unitate de inventar." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:24 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:22 msgid "" -"The weighted average cost per unit is calculated using the following " -"formula:" +"Thus, when shipments are returned to their supplier, Odoo automatically " +"generates accounting entries to reflect the change in inventory valuation. " +"However, Odoo does **not** automatically update the |AVCO| calculation, " +"because :ref:`this can potentially create inconsistencies with inventory " +"valuation `." msgstr "" -"Costul mediu ponderat pe unitate se calculează folosind următoarea formulă:" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:27 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:28 msgid "" -"When new products arrive in a warehouse, the new average cost is recomputed " -"as:" +"This document addresses a specific use case for theoretical purposes. " +"Navigate :ref:`here ` for instructions" +" on how to set up and use |AVCO| in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:32 +msgid "" +":ref:`Using inventory valuation `" msgstr "" -"Când produsele noi ajung într-un depozit, noul cost mediu este recalculat " -"ca:" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:33 msgid "" -"When products leave the warehouse: the average cost **does not** change" -msgstr "Când produsele părăsesc depozitul: costul mediu ** nu ** se schimbă" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 -msgid "Defining the purchase price" -msgstr "Definirea prețului de achiziție" +":ref:`Other inventory valuation methods " +"`" +msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:38 msgid "" -"The purchase price is estimated at the reception of the products (you might " -"not have received the vendor bill yet) and reevaluated at the reception of " -"the vendor bill. The purchase price includes the cost you pay for the " -"products, but it may also includes additional costs, like landed costs." +"To use average cost inventory valuation on a product, navigate to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"select the category that will be using |AVCO|. On the product category page," +" set :guilabel:`Costing Method` to `Average Cost (AVCO)` and " +":guilabel:`Inventory Valuation` to `Automated`." msgstr "" -"Prețul de achiziție este estimat la primirea produselor (nu puteți nu ați " -"primit încă factura furnizorului) și reevaluat la primirea factura " -"furnizorului. Prețul de achiziție include costul pe care îl plătiți pentru " -"produse, dar poate include și costuri suplimentare, cum ar fi costurile de " -"aterizare." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:45 -msgid "Average cost example" -msgstr "Exemplu de cost mediu" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:44 +msgid "" +":ref:`Inventory valuation configuration " +"`" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:47 +msgid "Using average cost valuation" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:49 +msgid "" +"The average cost method adjusts the inventory valuation when products are " +"received in the warehouse. This section explains how it works, but if the " +"explanation is unnecessary, skip to the :ref:`return to supplier use case " +"` section." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 +msgid "Formula" +msgstr "Formula" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:58 +msgid "" +"When new products arrive, the new average cost for each product is " +"recomputed using the formula:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +msgid "" +"Avg~Cost = \\frac{(Old~Qty \\times Old~Avg~Cost) + (Incoming~Qty \\times Purchase~Price)}{Final~Qty}\n" +"\n" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:63 +msgid "**Old Qty**: product count in stock before receiving the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +msgid "" +"**Old Avg Cost**: calculated average cost for a single product from the " +"previous inventory valuation;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:66 +msgid "**Incoming Qty**: count of products arriving in the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:67 +msgid "" +"**Purchase Price**: estimated price of products at the reception of products" +" (since vendor bills may arrive later). The amount includes not only the " +"price for the products, but also added costs, such as shipping, taxes, and " +":ref:`landed costs `. At reception of the " +"vendor bill, this price is adjusted;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:71 +msgid "**Final Qty**: quantity of on-hand stock after the stock move." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:76 +msgid "" +"When products leave the warehouse, the average cost **does not** change. " +"Read about why the average cost valuation is **not** adjusted :ref:`here " +"`." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +msgid "Compute average cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 +msgid "" +"To understand how the average cost of a product changes with each shipment, " +"consider the following table of warehouse operations and stock moves. Each " +"is a different example of how the average cost valuation is affected." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Operation" msgstr "Operație" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -msgid "Delta Value" -msgstr "Valoare Delta" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +msgid "Incoming Value" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Inventory Value" msgstr "Valoarea inventarului" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Qty On Hand" msgstr "Cantitatea în stoc" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Avg Cost" msgstr "Cost mediu" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$0" msgstr "$0" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 #: ../../content/applications/finance/fiscal_localizations/france.rst:240 msgid "0" msgstr "0" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -msgid "Receive 8 Products at $10" -msgstr "Primirea a 8 produse la $10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "Receive 8 tables at $10/unit" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -msgid "+8\\*$10" -msgstr "+8\\*$10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "8 * $10" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$80" msgstr "$80" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "8" msgstr "8" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$10" msgstr "$10" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -msgid "Receive 4 Products at $16" -msgstr "Primirea a 4 produse la $16" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "Receive 4 tables at $16/unit" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -msgid "+4\\*$16" -msgstr "+4\\*$16" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "4 * $16" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "$144" msgstr "$144" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 #: ../../content/applications/finance/fiscal_localizations/france.rst:88 #: ../../content/applications/finance/fiscal_localizations/france.rst:111 msgid "12" msgstr "12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$12" msgstr "$12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -msgid "Deliver 10 Products" -msgstr "Livrarea a 10 produse" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "Deliver 10 tables" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -msgid "-10\\*$12" -msgstr "-10\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "-10 * $12" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "$24" msgstr "$24" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "2" msgstr "2" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 msgid "" -"At the beginning, the Avg Cost is set to 0 set as there is no product in the" -" inventory. When the first reception is made, the average cost becomes " -"logically the purchase price." +"Ensure comprehension of the above computations by reviewing the \"Receive 8 " +"tables at $10/unit\" example." msgstr "" -"La început, Costul Mediu este setat la 0, deoarece nu există produse în " -"stoc. La primirea primei livrări, Costul Mediu devine logic prețul de " -"achiziție." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:106 +msgid "Initially, the product stock is 0, so all values are $0." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:108 msgid "" -"At the second reception, the average cost is updated because the total " -"inventory value is now ``$80 + 4*$16 = $144``. As we have 12 units on hand, " -"the average price per unit is ``$144 / 12 = $12``." +"In the first warehouse operation, `8` tables are received at `$10` each. The" +" average cost is calculated using the :ref:`formula " +"`:" msgstr "" -"La a doua livrare, Costul Mediu este actualizat, deoarece valoarea totală a " -"stocului este acum ``$80 + 4*$16 = $144``. Având 12 unități în stoc, prețul " -"mediu pe unitate este ``$144 / 12 = $12``." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:68 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:111 msgid "" -"By definition, the delivery of 10 products does not change the average cost." -" Indeed, the inventory value is now $24 as we have only 2 units remaining of" -" each ``$24 / 2 = $12``." +"Avg~Cost = \\frac{0 + 8 \\times $10}{8} = \\frac{$80}{8} = $10\n" +"\n" msgstr "" -"Prin definiție, livrarea a 10 produse nu schimbă Costul Mediu. Într-adevăr, " -"valoarea stocului este acum $24, deoarece mai avem doar 2 unități din " -"fiecare produs, astfel că ``$24 / 2 = $12``." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:73 -msgid "Purchase return use case" -msgstr "Cazul de utilizare al returului de achiziție" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:75 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:114 msgid "" -"In case of a product returned to its supplier after reception, the inventory" -" value is reduced using the average cost formulae (not at the initial price " -"of these products!)." +"Since the *incoming quantity* of tables is `8` and the *purchase price* for " +"each is `$10`," msgstr "" -"În cazul în care un produs este returnat furnizorului după livrare, valoarea" -" stocului este redusă folosind formula Costului Mediu (nu la prețul inițial " -"al acestor produse!)." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:79 -msgid "Which means that the above table will be updated as follow:" -msgstr "Acest lucru înseamnă că tabela de mai sus va fi actualizată astfel:" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:115 +msgid "The inventory value in the numerator is evaluated to `$80`;" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "Return of 1 Product initially bought at $10" -msgstr "Returnarea a 1 produs achiziționat inițial la $10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:116 +msgid "`$80` is divided by the total amount of tables to store, `8`;" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "-1\\*$12" -msgstr "-1\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 +msgid "`$10` is the average cost of a single table from the first shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 +msgid "" +"To verify this in Odoo, in the *Purchase* app, order `8` quantities of a new" +" product, `Table`, with no previous stock moves, for `$10` each." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:122 +msgid "" +"In the table's :guilabel:`Product Category` field in the :guilabel:`General " +"Information` tab of the product form, click the :guilabel:`➡️ (arrow)` icon," +" to open an :guilabel:`External Link` to edit the product category. Set the " +":guilabel:`Costing Method` to `Average Cost (AVCO)` and :guilabel:`Inventory" +" Valuation` to `Automated`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:127 +msgid "" +"Then, return to the purchase order. Click :guilabel:`Confirm Order`, and " +"click :guilabel:`Receive Products` to confirm receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 +msgid "" +"Next, check the inventory valuation record generated by the product " +"reception by navigating to :menuselection:`Inventory --> Reporting --> " +"Inventory Valuation`. Select the drop-down for `Table`, and view the " +":guilabel:`Total Value` column for the *valuation layer* (:dfn:`inventory " +"valuation at a specific point in time = on-hand quantity * unit price`). The" +" 8 tables in-stock are worth $80." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show inventory valuation of 8 tables in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:141 +msgid "" +"When the product category's :guilabel:`Costing Method` is set to " +":guilabel:`AVCO`, then the average cost of a product is also displayed on " +"the :guilabel:`Cost` field, under the :guilabel:`General Information` tab, " +"on the product page itself." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +msgid "Product delivery (use case)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 +msgid "" +"For outgoing shipments, :ref:`outbound products have no effect on the " +"average cost valuation `. Although the " +"average cost valuation is not recalculated, the inventory value still " +"decreases because the product is removed from stock and delivered to the " +"customer location." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +msgid "" +"To demonstrate that the average cost valuation is not recalculated, examine " +"the \"Deliver 10 tables\" example." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:157 +msgid "" +"Avg~Cost = \\frac{12 \\times $12 + (-10) \\times $12}{12-10} = \\frac{24}{2} = $12\n" +"\n" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +msgid "" +"Because 10 tables are being sent out to customers, the *incoming quantity* " +"is `-10`. The previous average cost (`$12`) is used in lieu of a vendor's " +"*purchase price*;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:162 +msgid "The *incoming inventory value* is `-10 * $12 = -$120`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 +msgid "" +"The old *inventory value* (`$144`) is added to the *incoming inventory " +"value* (`-$120`), so `$144 + -$120 = $24`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:165 +msgid "" +"Only `2` tables remain after shipping out `10` tables from `12`. So the " +"current *inventory value* (`$24`) is divided by the on-hand quantity (`2`);" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:167 +msgid "" +"`$24 / 2 = $12`, which is the same average cost as the previous operation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:169 +msgid "" +"To verify this in Odoo, sell `10` tables in the *Sales* app, validate the " +"delivery, and then review the inventory valuation record by going to in " +":menuselection:`Inventory --> Reporting --> Inventory Valuation`. In the " +"topmost valuation layer, delivering `10` tables reduces the product's value " +"by `-$120`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:174 +msgid "" +"**Note**: What is not represented in this stock valuation record is the " +"revenue made from this sale, so this decrease is not a loss to the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show how deliveries decrease inventory valuation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:184 +msgid "Return items to supplier (use case)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:186 +msgid "" +"Because the price paid to suppliers can differ from the price the product is" +" valued at with the |AVCO| method, Odoo handles returned items in a specific" +" way." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:189 +msgid "" +"Products are returned to suppliers at the original purchase price, but;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:190 +msgid "The internal cost valuation remains unchanged." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:192 +msgid "" +"The above :ref:`example table ` is updated as" +" follows:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +msgid "Qty*Avg Cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "Return 1 table bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "-1 * $12" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 #: ../../content/applications/finance/fiscal_localizations/france.rst:242 msgid "1" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:90 -msgid "Explanation: counter example" -msgstr "Explicație: exemplu contrar" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:92 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 msgid "" -"Remember the definition of **Average Cost**, saying that we do not update " -"the average cost of a product leaving the inventory. If you break this rule," -" you may lead to inconsistencies in your inventory." +"In other words, returns to vendors are perceived by Odoo as another form of " +"a product exiting the warehouse. To Odoo, because the table is valued at $12" +" per unit, the inventory value is reduced by `$12` when the product is " +"returned; the initial purchase price of `$10` is unrelated to the table's " +"average cost." msgstr "" -"Rețineți definiția **Costului Mediu**, spunând că nu actualizăm Costul Mediu" -" al unui produs care părăsește stocul. Dacă încălcați această regulă, puteți" -" duce la inconsistențe în stocul dvs." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:96 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:208 msgid "" -"As an example, here is the scenario when you deliver one piece to the " -"customer and return the other one to your supplier (at the cost you " -"purchased it). Here is the operation:" +"To return a single table that was purchased for `$10`, navigate to the " +"receipt in the *Inventory* app for the :ref:`8 tables purchased in Exercise " +"1 ` by going to the :guilabel:`Inventory Overview`," +" clicking on :guilabel:`Receipts`, and selecting the desired receipt." msgstr "" -"Ca exemplu, aici este scenariul în care livrați un produs clienților și " -"returnați celălalt la furnizor (la prețul de achiziție). Aici este operația:" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -msgid "Customer Shipping 1 product" -msgstr "Livrarea unui produs către client" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:213 +msgid "" +"Then, click :guilabel:`Return` on the validated delivery order, and modify " +"the quantity to `1` in the reverse transfer window. This creates an outgoing" +" shipment for the table. Select :guilabel:`Validate` to confirm the outgoing" +" shipment." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -msgid "-1\\*$10" -msgstr "-1\\*$10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:217 +msgid "" +"Return to :menuselection:`Inventory --> Reporting --> Inventory Valuation` " +"to see how the outgoing shipment decreases the inventory value by $12." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Inventory valuation for return." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:227 +msgid "Eliminate stock valuation errors in outgoing products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:229 +msgid "" +"Inconsistencies can occur in a company's inventory when the average cost " +"valuation is recalculated on outgoing shipments." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:232 +msgid "" +"To demonstrate this error, the table below displays a scenario in which 1 " +"table is shipped to a customer and another is returned to a supplier at the " +"purchased price." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +msgid "Qty*Price" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "Ship 1 product to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "-1 \\* $12" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "Return 1 product initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "-1 \\* $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$2**" msgstr "**$2**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 msgid "**0**" msgstr "**0**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:110 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 msgid "" -"As you can see in this example, this is not correct: an inventory valuation " -"of $2 for 0 pieces in the warehouse." +"In the final operation above, the final inventory valuation for the table is" +" `$2` even though there are `0` tables left in stock." msgstr "" -"Ca veți putea vedea în acest exemplu, acest lucru nu este corect: o evaluare" -" a stocului de $2 pentru 0 bucăți în depozit." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:113 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:248 +msgid "Correct method" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:250 msgid "" -"The correct scenario should be to return the goods at the current average " -"cost:" +"Use the average cost to value the return. This does not mean the company " +"gets $12 back for a $10 purchase; the item returned for $10 is valued " +"internally at $12. The inventory value change represents a product worth $12" +" no longer being accounted for in company assets." msgstr "" -"Scenariul corect ar trebui să fie returnarea bunurilor la Costul Mediu " -"actual:" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "**$0**" -msgstr "**$0**" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:255 +msgid "Anglo-Saxon accounting" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:126 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:257 msgid "" -"On the other hand, using the average cost to value the return ensure a " -"correct inventory value at all times." +"In addition to using |AVCO|, companies that use **Anglo-Saxon accounting** " +"also keep a holding account that tracks the amount to be paid to vendors. " +"Once a vendor delivers an order, **inventory value** increases based on the " +"vendor price of the products that have entered the stock. The holding " +"account (called **stock input**) is credited and only reconciled once the " +"vendor bill is received." msgstr "" -"Pe de altă parte, utilizarea Costului Mediu pentru a evalua returnarea " -"asigură o valoare corectă a stocului în orice moment." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 -msgid "Further thoughts on anglo saxon mode" -msgstr "Considerații suplimentare despre modul anglo-saxon" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:132 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:263 msgid "" -"For people in using the **anglo saxon accounting** principles, there is " -"another concept to take into account: the stock input account of the " -"product, which is intended to hold at any time the value of vendor bills to " -"receive. So the stock input account will increase on reception of incoming " -"shipments and will decrease when receiving the related vendor bills." +":ref:`Anglo-Saxon vs. Continental " +"`" msgstr "" -"Pentru persoanele care utilizează principiile contabile **anglo-saxone**, " -"există un alt concept de luat în considerare: contul de intrare în stoc al " -"produsului, care este destinat să conțină în orice moment valoarea " -"facturilor de furnizor de a primi. Astfel, contul de intrare în stoc va " -"crește la primirea expedierilor de intrare și va scădea la primirea " -"facturilor de furnizor înrudite." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:139 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:265 msgid "" -"Back to our example, we see that when the return is valued at the average " -"price, the amount booked in the stock input account is the original purchase" -" price:" +"The table below reflects journal entries and accounts. The *stock input* " +"account stores the money intended to pay vendors when the vendor bill has " +"not yet been received. To balance accounts when returning products that have" +" a price difference between the price the product is **valued at** and the " +"price it was bought for, a *price difference* account is created." msgstr "" -"Înapoi la exemplul nostru, vedem că atunci când returnarea este evaluată la " -"prețul mediu, suma înregistrată în contul de intrare în stoc este prețul " -"original de achiziție:" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "stock input" -msgstr "intrare în stoc" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Stock Input" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "price diff" -msgstr "diferență de preț" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Price Diff" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +msgid "Receive 8 tables at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "($80)" msgstr "($80)" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "Receive vendor bill $80" msgstr "Primirea facturii furnizorului $80" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +msgid "Receive 4 tables at $16" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 msgid "($64)" msgstr "($64)" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "Receive vendor bill $64" msgstr "Primirea facturii furnizorului $64" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +msgid "Deliver 10 tables to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "Return 1 table initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$10**" msgstr "**$10**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$12**" msgstr "**$12**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "Receive vendor refund $10" msgstr "Primirea rambursării furnizorului $10" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$2" msgstr "$2" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 -msgid "" -"This is because the vendor refund will be made using the original purchase " -"price, so to zero out the effect of the return in the stock input in last " -"operation, we need to reuse the original price. The price difference account" -" located on the product category is used to book the difference between the " -"average cost and the original purchase price." +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 +msgid "Product reception" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:296 +msgid "Summary" +msgstr "Sumar" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:298 +msgid "" +"At product reception, Odoo ensures companies can pay for goods that were " +"purchased by preemptively moving an amount matching the price of received " +"goods into the :doc:`liability account " +"`, **Stock " +"Input**. Then, once the bill has been received, the amount in the holding " +"account is transferred to *Accounts Payable*. Transfers into this account " +"means the bill has been paid. **Stock Input** is reconciled once the vendor " +"bill is received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:305 +msgid "" +"Inventory valuation is a method of calculating how much each in-stock " +"product is worth internally. Since there is a difference between the price " +"the product is **valuated at** and the price the product was actually " +"**purchased for**, the **Inventory Valuation** account is unrelated to the " +"crediting and debiting operations of the **Stock Input** account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:310 +msgid "To conceptualize all this, follow the breakdown below." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:313 +msgid "Accounts balanced at received products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:315 +msgid "" +"In this example, a company starts with zero units of a product, `table`, in " +"stock. Then, 8 tables are received from the vendor:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:318 +msgid "" +"The **Stock Input** account stores `$80` of credit owed to the vendor. The " +"amount in this account is unrelated to the inventory value." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:320 +msgid "" +"`$80` worth of tables came **in** (**debit** the *Inventory Value* account " +"`$80`), and" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:321 +msgid "" +"`$80` must be paid **out** for received goods (**credit** the *Stock Input* " +"account `$80`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:324 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:367 +msgid "In Odoo" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:326 +msgid "" +"Odoo generates an accounting journal entry when shipments that use |AVCO| " +"costing method are received. Configure a :guilabel:`Price Difference " +"Account` by selecting the :guilabel:`➡️ (arrow)` icon next to the " +":guilabel:`Product Category` field on the product page." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:330 +msgid "" +"Under :guilabel:`Account Properties`, create a new :guilabel:`Price " +"Difference Account` by typing in the name of the account and clicking " +":guilabel:`Create and Edit`. Then set the account :guilabel:`Type` as " +"`Expenses`, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Create price difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:338 +msgid "" +"Then, receive the shipment in the *Purchase* app or *Inventory* app, and " +"navigate to the :menuselection:`Accounting app --> Accounting --> Journal " +"Entries`. In the list, find the :guilabel:`Reference` that matches the " +"warehouse reception operation for the relevant product." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show accounting entry of 8 tables from the list." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:346 +msgid "" +"Click on the line for 8 tables. This accounting journal entry shows that " +"when the 8 tables were received, the `Stock Valuation` account increased by " +"`$80`. Conversely, the **Stock Input** account (set as `Stock Interim " +"(Received)` account by default) is credited `$80`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Debit stock valuation and credit stock input 80 dollars." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:355 +msgid "Accounts balanced at received vendor bill" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:357 +msgid "" +"In this example, a company starts with zero units of a product, table, in " +"stock. Then, 8 tables are received from the vendor. When the bill is " +"received from vendor for 8 tables:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:360 +msgid "" +"Use `$80` in the **Stock Input** account to pay the bill. This cancels out " +"and the account now holds `$0`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:362 +msgid "Debit **Stock Input** `$80` (to reconcile this account)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:363 +msgid "" +"Credit **Accounts payable** `$80`. This account stores the amount the " +"company owes others, so accountants use the amount to write checks to " +"vendors." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:369 +msgid "" +"Once the vendor requests payment, navigate to the :menuselection:`Purchase " +"app --> Orders --> Purchase` and select the :abbr:`PO (Purchase Order)` for " +"8 tables. Inside the :abbr:`PO (Purchase Order)`, select :guilabel:`Create " +"Bill`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:373 +msgid "" +"Switch to the :guilabel:`Journal Items` tab to view how `$80` is transferred" +" from the holding account, `Stock Interim (Received)` to `Accounts Payable`." +" :guilabel:`Confirm` the bill to record the payment to the vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show bill linked to the purchase order for 8 tables." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:382 +msgid "On product delivery" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:384 +msgid "" +"In the :ref:`above example table `, when 10" +" products are delivered to a customer, the **Stock Input** account is " +"untouched because there are no new products coming in. To put it simply:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:388 +msgid "" +"**Inventory valuation** is credited `$120`. Subtracting from inventory " +"valuation represents `$120` worth of products exiting the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:390 +msgid "Debit **Accounts Receivable** to record revenue from the sale." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show journal items linked to sale order." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:398 +msgid "" +"In the accounting journal entry invoicing a customer for 10 tables, the " +"accounts **Product Sales**, **Tax Received**, and **Accounts Receivable** " +"all pertain to the sale of the product. **Accounts Receivable** is the " +"account where the customer payment will be received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:402 +msgid "" +"Anglo-Saxon accounting recognizes the cost of goods sold (COGS) once the " +"sale is made. So, up until the product is sold, scrapped, or returned, costs" +" of keeping the product in stock are not accounted for. The **Expense** " +"account is debited `$120` to log the costs of storing 10 tables during this " +"period of time." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:408 +msgid "On product return" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:410 +msgid "" +"In the :ref:`above example table `, when " +"returning 1 product to a vendor purchased at `$10`, a company expects `$10` " +"in the **Accounts Payable** account from the vendor. However, **Stock " +"Input** account must be debited `$12` because the average cost is `$12` at " +"the time of the return. The missing `$2` is accounted for in the " +":guilabel:`Price Difference Account`, which is set up in the product's " +":guilabel:`Product Category`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:417 +msgid "" +"Behavior of *price difference accounts* varies from localization. In this " +"case, the account is intended to store differences between vendor price and " +"*automated* inventory valuation methods." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:420 +msgid "Summary:" +msgstr "Sumar:" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:422 +msgid "" +"Debit **Stock Input** account `$10` to move the table from stock to stock " +"input. This move is to indicate that the table is to be processed for an " +"outgoing shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:424 +msgid "" +"Debit **Stock Input** an additional `$2` to account for the **Price " +"Difference**." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:425 +msgid "" +"Credit **Stock Valuation** `$12` because the item is leaving the stock." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "2 dollar difference expensed in Price Difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:431 +msgid "Once the vendor's refund is received," +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:433 +msgid "" +"Credit **Stock Input** account `$10` to reconcile the price of the table." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:434 +msgid "" +"Debit **Accounts Payable** `$10` to have the accountants collect and " +"register the payment in their journal." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Return to get 10 dollars back." msgstr "" -"Acest lucru se întâmplă deoarece rambursarea furnizorului va fi făcută " -"folosind prețul original de achiziție, astfel încât să anulați efectul " -"returnării în intrarea în stoc în ultima operațiune, trebuie să folosiți din" -" nou prețul original. Contul de diferență de preț localizat pe categoria " -"produsului este utilizat pentru a înregistra diferența dintre costul mediu " -"și prețul original de achiziție." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:3 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:79 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/chile.rst:145 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:215 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1008 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 msgid "Chart of accounts" @@ -6292,84 +6778,45 @@ msgstr "Plan de conturi" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:5 msgid "" "The **chart of accounts (COA)** is the list of all the accounts used to " -"record financial transactions in the general ledger of an organization." +"record financial transactions in the general ledger of an organization. The " +"chart of accounts can be found under " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`." msgstr "" -"**Planul de conturi (COA)** este lista tuturor conturilor utilizate pentru " -"înregistrarea tranzacțiilor financiare în jurnalul general al unei " -"organizații." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:8 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:9 msgid "" -"The accounts are usually listed in the order of appearance in the financial " -"reports. Most of the time, they are listed as follows :" +"When browsing your chart of accounts, you can sort the accounts by " +":guilabel:`Code`, :guilabel:`Account Name`, or :guilabel:`Type`, but other " +"options are available in the drop-down menu :guilabel:`(⋮)`." msgstr "" -"Conturile sunt de obicei enumerate în ordinea apariției în rapoartele " -"financiare. De cele mai multe ori, sunt enumerate astfel:" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:11 -msgid "Balance Sheet accounts:" -msgstr "Conturi de bilanț:" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:13 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 -msgid "Assets" -msgstr "Active" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:14 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 -msgid "Liabilities" -msgstr "Pasive" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:15 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:87 -msgid "Equity" -msgstr "Capitaluri proprii" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 -msgid "Profit & Loss:" -msgstr "Profit și pierdere:" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 -msgid "Income" -msgstr "Venituri" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:20 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:95 -msgid "Expense" -msgstr "Cheltuieli" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:22 -msgid "" -"When browsing your chart of accounts, you can filter the accounts by number," -" in the left column, and also group them by :guilabel:`Account Type`." -msgstr "" -"Când navigați prin planul de conturi, puteți filtra conturile după număr, în" -" coloana din stânga, și le puteți grupa și după :guilabel:`Tipul contului`." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Group the accounts by type in Odoo Accounting" msgstr "Gruparea conturilor după tip în Odoo Contabilitate" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:30 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 msgid "Configuration of an account" msgstr "Configurarea unui cont" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:32 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 msgid "" -"The country you select at the creation of your database (or additional " -"company on your database) determines which **fiscal localization package** " -"is installed by default. This package includes a standard chart of accounts " -"already configured according to the country's regulations. You can use it " -"directly or set it according to your company's needs." +"The country you select during the creation of your database (or additional " +"company in your database) determines which :doc:`fiscal localization package" +" <../../fiscal_localizations>` is installed by default. This package " +"includes a standard chart of accounts already configured according to the " +"country's regulations. You can use it directly or set it according to your " +"company's needs." msgstr "" -"Țara pe care o selectați la crearea bazei de date (sau a companiei " -"suplimentare în baza de date) determină care **pachet de localizare " -"fiscală** este instalat în mod implicit. Acest pachet include un plan de " -"conturi standard deja configurat conform reglementărilor țării. Puteți să-l " -"utilizați direct sau să-l configurați în funcție de nevoile companiei." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:38 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:24 +msgid "" +"To create a new account, go to " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`, click " +":guilabel:`Create`, and fill in (at the minimum) the required fields " +"(:guilabel:`Code, Account Name, Type`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:29 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." @@ -6377,28 +6824,17 @@ msgstr "" "Nu este posibil să modificați **localizarea fiscală** a unei companii după " "ce o înregistrare în jurnal a fost postată." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 -msgid "" -"To create a new account, go to :menuselection:`Accounting --> Configuration " -"--> Chart of Accounts`, click on :guilabel:`Create`, and fill out the form." -msgstr "" -"Pentru a crea un nou cont, mergeți la :menuselection:`Contabilitate --> " -"Configurare --> Plan de conturi`, apăsați pe :guilabel:`Creare`, și " -"completați formularul." - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "Code and name" msgstr "Cod și nume" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 msgid "" -"Each account is identified by its **code** and **name**, which also " -"indicates the account's purpose." +"Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " +"which also indicate the account's purpose." msgstr "" -"Fiecare cont este identificat de **codul** și **numele** său, care indică și" -" scopul contului." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" @@ -6406,63 +6842,64 @@ msgstr "" "Configurarea corectă a **tipului contului** este critică deoarece " "îndeplinește mai multe scopuri:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 msgid "Information on the account's purpose and behavior" msgstr "Informații despre scopul și comportamentul contului" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:57 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:46 msgid "Generate country-specific legal and financial reports" msgstr "Generarea rapoartelor legale și financiare specifice țării" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "Set the rules to close a fiscal year" msgstr "Setarea regulilor pentru închiderea unui an fiscal" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:59 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 msgid "Generate opening entries" msgstr "Generarea înregistrărilor de deschidere" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:61 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " -"selector and select the right type among the following list:" +"selector and select the corresponding type from the following list:" msgstr "" -"Pentru a configura un tip de cont, deschideți selectorul de listă " -"desfășurată al câmpului :guilabel:`Tip` și selectați tipul potrivit din " -"următoarea listă:" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Report" msgstr "Raport" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Category" msgstr "Categorie" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Account Types" msgstr "Tipuri de conturi" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 #: ../../content/applications/finance/fiscal_localizations/spain.rst:27 msgid "Balance Sheet" msgstr "Bilanț" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +msgid "Assets" +msgstr "Active" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Venituri" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:69 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Banca și numerar" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:71 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -6470,166 +6907,164 @@ msgstr "Banca și numerar" msgid "Current Assets" msgstr "Active curente" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:73 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Active necurente" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:75 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 msgid "Prepayments" msgstr "Avansuri" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:77 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 msgid "Fixed Assets" msgstr "Active fixe" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +msgid "Liabilities" +msgstr "Pasive" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Cheltuieli" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:81 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Credit Card" msgstr "Card de credit" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:83 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Pasive curente" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:85 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Pasive necurente" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:89 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +msgid "Equity" +msgstr "Capitaluri proprii" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Profitul anului curent" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Profit & Pierdere" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:93 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +msgid "Income" +msgstr "Venituri" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 msgid "Other Income" msgstr "Alte venituri" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:97 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +msgid "Expense" +msgstr "Cheltuieli" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Depreciation" msgstr "Amortizare" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:99 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Cost of Revenue" msgstr "Costul veniturilor" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Other" msgstr "Altele" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Off-Balance Sheet" msgstr "Extrabilanțiere" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Assets, deferred expenses, and deferred revenues automation" msgstr "Mijloace fixe, cheltuieli și venituri diferite automate" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "" -"Some **account types** display a new field **to automate** the creation of " -":ref:`assets ` entries, :ref:`deferred expenses " -"` entries, and :ref:`deferred revenues " -"` entries." +"Some **account types** can **automate** the creation of :ref:`assets " +"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`Setup` on an" +" account line and go to the :guilabel:`Automation` tab." msgstr "" -"Unele **tipuri de conturi** afișează un nou câmp **pentru a automatiza** " -"crearea de intrări :ref:`mijloace fixe `, " -":ref:`cheltuieli diferite ` și :ref:`venituri " -"diferite `." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 -msgid "You have three choices for the :guilabel:`Automation` field:" -msgstr "Aveți trei opțiuni pentru câmpul :guilabel:`Automation` :" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +msgid "You have three choices for the :guilabel:`Automation` tab:" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" ":guilabel:`No`: aceasta este valoarea implicită. Nimic nu se întâmplă." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " -"account, a draft entry is created, but not validated. You must first fill " -"out the corresponding form." +"account, a draft entry is created but not validated. You must first fill out" +" the corresponding form." msgstr "" -":guilabel:`Create in draft`: de fiecare dată când o tranzacție este postată " -"pe cont, o intrare ciornă este creată, dar nu este validată. Trebuie mai " -"întâi să completați formularul corespunzător." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid "" -":guilabel:`Create and validate`: you must also select a **model**. Whenever " -"a transaction is posted on the account, an entry is created and immediately " -"validated." +":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " +"Expense Model`. Whenever a transaction is posted on the account, an entry is" +" created and immediately validated." msgstr "" -":guilabel:`Create and validate`: trebuie de asemenea să selectați un " -"**model**. De fiecare dată când o tranzacție este postată pe cont, o intrare" -" este creată și validată imediat." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:110 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "Taxe implicite" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:122 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 msgid "" -"Select a **default tax** that will be applied when this account is chosen " -"for a product sale or purchase." +"In the :guilabel:`Setup` menu of an account, select a **default tax** to be " +"applied when this account is chosen for a product sale or purchase." msgstr "" -"Selectați o **taxă implicită** care va fi aplicată atunci când acest cont " -"este ales pentru o vânzare sau achiziție de produs." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 msgid "Tags" msgstr "Etichete" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." -" By default, you can choose among the tags that are used by the *Cash Flow " -"Statement*." +" To add a tag, under :guilabel:`Setup`, click the :guilabel:`Tags` field and" +" select an existing tag or :guilabel:`Create` a new one." msgstr "" -"Unele rapoarte contabile necesită **etichete** să fie setate pe conturile " -"corespunzătoare. În mod implicit, puteți alege din etichetele utilizate de " -"*Declarația de flux de numerar*." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:123 msgid "Account groups" msgstr "Grupuri de conturi" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " "Balance**. By default, groups are handled automatically based on the code of" " the group. For example, a new account `131200` is going to be part of the " -"group `131000`." +"group `131000`. You can attribute a specific group to an account in the " +":guilabel:`Group` field under :guilabel:`Setup`." msgstr "" -"**Grupurile de conturi** sunt utile pentru a lista mai multe conturi ca " -"*sub-conturi* ale unui cont mai mare și astfel să consolideze rapoartele cum" -" ar fi **Bilanțul de verificare**. În mod implicit, grupurile sunt " -"gestionate automat pe baza codului grupului. De exemplu, un nou cont " -"`131200` va face parte din grupul `131000`." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 msgid "Create account groups manually" msgstr "Creați grupuri de conturi manual" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:143 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." @@ -6637,46 +7072,36 @@ msgstr "" "Utilizatorii obișnuiți nu ar trebui să creeze grupuri de conturi manual. " "Secțiunea următoare este destinată doar cazurilor rare și avansate." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" -"To create a new account group, :ref:`developer mode ` and " -"head to :menuselection:`Accounting app --> Configuration --> Account " +"To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting app-->Configuration-->Account " "Groups`. Here, create a new group and enter the :guilabel:`name, code " "prefix, and company` to which that group account should be available. Note " "that you must enter the same code prefix in both :guilabel:`From` and " ":guilabel:`to` fields." msgstr "" -"Pentru a crea un nou grup de conturi, :ref:`activați modul de dezvoltator " -"` și mergeți la :menuselection:`Aplicația contabilă --> " -"Configurare --> Grupuri de conturi`. Aici, creați un nou grup și introduceți" -" :guilabel:`numele, prefixul de cod și compania` către care acest grup de " -"conturi ar trebui să fie disponibil. Rețineți că trebuie să introduceți " -"același prefix de cod în ambele câmpuri :guilabel:`De la` și :guilabel:`la`." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Account groups creation." msgstr "Crearea grupurilor de conturi." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 msgid "" "To display your **Trial Balance** report with your account groups, go to " -":menuselection:`Accounting app-->Reporting-->Trial Balance`, then open the " +":menuselection:`Accounting-->Reporting-->Trial Balance`, then open the " ":guilabel:`Options` menu and select :guilabel:`Hierarchy and Subtotals`." msgstr "" -"Pentru a afișa raportul **Bilanțul de verificare** cu grupurile de conturi, " -"mergeți la :menuselection:`Aplicația contabilă-->Rapoarte-->Bilanțul de " -"verificare`, apoi deschideți meniul :guilabel:`Opțiuni` și selectați " -":guilabel:`Ierarhie și subtotaluri`." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "Grupurile de conturi în Bilanțul de verificare în Odoo Contabilitate" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:154 msgid "Allow reconciliation" msgstr "Permiteți reconcilierea" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:167 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." @@ -6685,7 +7110,7 @@ msgstr "" "unui mod de plată, pot fi utilizate pentru reconcilierea înregistrărilor " "jurnalului." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -6697,63 +7122,58 @@ msgstr "" " pentru înregistrarea plăților cu cardul de credit trebuie să fie configurat" " ca **permițând reconcilierea**." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:163 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " -"settings, and save." +"settings, and :guilabel:`Save`; or enable the button from the chart of " +"accounts view." msgstr "" -"Pentru a face acest lucru, bifați caseta :guilabel:`Permite reconcilierea` " -"în setările contului și salvați." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 +msgid "Allow reconciliation for accounts in Odoo Accounting" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 msgid "Deprecated" msgstr "Depreciat" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 msgid "" "It is not possible to delete an account once a transaction has been recorded" -" on it. You can make them unusable by using the **Deprecated** feature." +" on it. You can make them unusable by using the **Deprecated** feature: " +"check the :guilabel:`Deprecated` box in the account's settings, and " +":guilabel:`Save`." msgstr "" -"Nu este posibil să ștergeți un cont după ce o tranzacție a fost înregistrată" -" pe el. Puteți face conturile inutilizabile utilizând funcția **Depreciat**." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 -msgid "" -"To do so, check the :guilabel:`Deprecated` box in the account's settings, " -"and save." -msgstr "" -"Pentru a face acest lucru, bifați caseta :guilabel:`Depreciat` în setările " -"contului și salvați." - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:187 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:188 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:189 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:190 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:191 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -9064,7 +9484,6 @@ msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" msgstr "" #: ../../content/applications/finance/accounting/payments/multiple.rst:10 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:403 msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" msgstr "" @@ -11783,8 +12202,8 @@ msgstr "" msgid "" "You can create Odoo external API keys either :ref:`for a single database " "` (hosting: Odoo Online, On-premise, and Odoo.sh) or" -" :ref:`for multiple databases managed by a user ` " -"(hosting: Odoo Online)." +" :ref:`for all databases managed by a single user ` (hosting: Odoo Online)." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:30 @@ -11795,8 +12214,8 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:31 msgid "" -"You can copy the API key only at its creation, and you cannot retrieve it " -"later." +"You can copy the API key only at its creation. It is not possible to " +"retrieve it later." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:32 @@ -11808,15 +12227,17 @@ msgid ":doc:`/developer/reference/external_api`" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:40 -msgid "One key per database" +msgid "Per database" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:42 msgid "" -"To create a new API key valid for a single database, click on the user menu," -" then on :guilabel:`My Profile`. Under the :guilabel:`Account Security` tab," -" click on :guilabel:`New API key`, confirm your password, give a descriptive" -" name to your new key, and copy the new API key." +"To add an API key to a **single** database, connect to the database, enable " +"the :ref:`developer mode `, click on the user menu, and then" +" :guilabel:`My Profile` / :guilabel:`Preferences`. Under the " +":guilabel:`Account Security` tab, click on :guilabel:`New API Key`, confirm " +"your password, give a descriptive name to your new key, and copy the API " +"key." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 @@ -11828,13 +12249,13 @@ msgid ":ref:`api/external_api/keys`" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:56 -msgid "One key for multiple databases (fiduciaries)" +msgid "For all databases (fiduciaries)" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:58 msgid "" -"To create a new API key valid for all the databases of a single user **(the " -"easiest for fiduciaries)**, navigate to `Odoo's website " +"To add an API key to **all** databases managed by a single user at the same " +"time **(the easiest method for fiduciaries)**, navigate to `Odoo's website " "`_ and sign in with your administrator account. Next," " open `your account security settings in developer mode " "`_, click on :guilabel:`New API " @@ -11842,6 +12263,12 @@ msgid "" "copy the new API key." msgstr "" +#: ../../content/applications/finance/accounting/reporting/silverfin.rst:65 +msgid "" +"Open the `database manager `_ to view all" +" databases that will be linked to the single API key." +msgstr "" + #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 msgid "creation of an Odoo external API key for an Odoo user" msgstr "" @@ -12009,7 +12436,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:109 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:114 #: ../../content/applications/finance/accounting/taxes/retention.rst:70 msgid ":doc:`../taxes`" msgstr "" @@ -12854,7 +13281,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 #: ../../content/applications/finance/fiscal_localizations/chile.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:25 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 #: ../../content/applications/finance/fiscal_localizations/peru.rst:6 msgid "Introduction" msgstr "Introducere" @@ -13414,96 +13841,72 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:5 msgid "" "Default taxes and accounts are set on products and customers to create new " -"transactions on the fly. However, you might have to use different taxes and " -"record the transactions on different accounts, according to your customers' " -"and providers' localizations and business types." +"transactions on the fly. However, depending on the customers' and providers'" +" localization and business type, using different taxes and accounts for a " +"transaction might be necessary." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:9 msgid "" -"**Fiscal Positions** allow you to create *sets of rules* to automatically " -"adapt the taxes and the accounts used for a transaction." +"**Fiscal positions** allow the creation of rules to adapt the taxes and " +"accounts used for a transaction automatically." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:12 msgid "" -"Example: Belgian to Intra-Community tax mapping with Fiscal Positions in " -"Odoo Accounting" +"They can be applied :ref:`automatically `, " +":ref:`manually `, or :ref:`assigned to a partner " +"`." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:16 -msgid "They can be applied in various ways:" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:18 msgid "" -":ref:`automatically applied, based on some rules " -"`" +"Several default fiscal positions are available as part of your :ref:`fiscal " +"localization package `." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:19 -msgid ":ref:`manually applied on a transaction `" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:25 +msgid "Tax and account mapping" msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 msgid "" -":ref:`assigned to a partner, on its contact form " -"`" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:23 -msgid "" -"A few Fiscal Positions are already preconfigured on your database, as part " -"of your :ref:`fiscal localization package `." +"To edit or create a fiscal position, go to :menuselection:`Accounting --> " +"Configuration --> Fiscal Positions`, and open the entry to modify or click " +"on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:30 -msgid "Tax and Account Mapping" -msgstr "Mapare taxe și conturi" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:32 -msgid "" -"To edit or create a Fiscal Position, go to :menuselection:`Accounting --> " -"Configuration --> Fiscal Positions`, and open the entry you want to modify " -"or click on *Create*." -msgstr "" -"Pentru a edita sau crea o poziție fiscal, mergeți la: menuselection: " -"`Contabilitate --> Configurare --> Poziții fiscale`, și deschideți intrarea " -"pe care doriți să o modificați sau faceți clic pe *Creare*." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:35 msgid "" "The mapping of taxes and accounts is based on the default taxes and accounts" -" defined in the products' forms." +" defined in the product form." msgstr "" -"Maparea taxelor și conturilor se bazează pe taxele și conturile implicite " -"definite în formularele produselor." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:38 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:33 msgid "" -"To map to another tax or account, fill out the right column (**Tax to " -"Apply**/**Account to Use Instead**)." +"To map to another tax or account, fill out the right column (:guilabel:`Tax " +"to Apply`/ :guilabel:`Account to Use Instead`)." msgstr "" -"Pentru a mapa o altă taxă sau cont, completați coloana dreaptă (**Taxă de " -"aplicat**/**Cont de utilizat în schimb**)." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:40 -msgid "" -"To remove a tax, rather than replacing it with another, leave the field " -"**Tax to Apply** empty." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's tax mapping" msgstr "" -"Pentru a elimina o taxă, în loc să o înlocuiți cu alta, lăsați câmpul **Taxă" -" de aplicat** gol." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:41 -msgid "" -"To replace a tax with multiple other taxes, add multiple lines with the same" -" **Tax on Product**." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's account mapping" msgstr "" -"Pentru a înlocui o taxă cu mai multe alte taxe, adăugați mai multe linii cu " -"aceeași **Taxă pe produs**." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:44 +msgid "To remove a tax, leave the field :guilabel:`Tax to Apply` empty." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:45 +msgid "" +"To replace a tax with several other taxes, add multiple lines using the same" +" :guilabel:`Tax on Product`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:49 msgid "" "The mapping only works with *active* taxes. Therefore, make sure they are " "active by going to :menuselection:`Accounting --> Configuration --> Taxes`." @@ -13511,128 +13914,97 @@ msgstr "" "Maparea funcționează numai cu taxe *active*. De aceea, asigurați-vă că sunt " "active mergând la: menuselection: `Contabilitate --> Configurare --> Taxe`." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:50 -msgid "Automatic application" -msgstr "Aplicare automată" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:52 -msgid "" -"You can configure your Fiscal Positions to be applied automatically, " -"following a set of conditions." -msgstr "" -"Puteți configura pozițiile fiscale pentru a fi aplicate automat, în " -"următoarea set de condiții." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:54 -msgid "" -"To do so, open the Fiscal Position you want to modify and click on **Detect " -"Automatically**. You can configure a few conditions:" -msgstr "" -"Pentru a face acest lucru, deschideți poziția fiscală pe care doriți să o " -"modificați și faceți clic pe **Detectați automat**. Puteți configura câteva " -"condiții:" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:57 -msgid "" -"**VAT Required**: The VAT number *must* be indicated in the customer's " -"contact form." -msgstr "" -"**VAT necesar**: Numărul de TVA *trebuie* să fie indicat în formularul de " -"contact al clienților." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 -msgid "" -"**Country Group** / **Country**: The Fiscal Position is applied to these " -"countries." -msgstr "" -"**Grup de țări** / **Țară**: Poziția fiscală este aplicată acestor țări." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 -msgid "Example of settings to apply a Fiscal Position automatically" -msgstr "Exemplu de setări pentru a aplica o poziție fiscală automat" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:65 -msgid "" -"Taxes on **eCommerce orders** are automatically updated once the visitor has" -" logged in or filled out their billing details." -msgstr "" -"Taxele pe **comenzi eCommerce** sunt actualizate automat odată ce " -"vizitatorul s-a autentificat sau a completat detaliile de facturare." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:69 -msgid "" -"The Fiscal Positions' **sequence** - the order in which they are arranged - " -"defines which Fiscal Position to apply if the conditions are met in multiple" -" Fiscal Positions." -msgstr "" -"**Secvența** pozițiilor fiscale - ordinea în care sunt aranjate - definește " -"care poziție fiscală să aplice dacă condițiile sunt îndeplinite în mai multe" -" poziții fiscale." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:72 -msgid "" -"For example, if the first Fiscal Position targets *country A*, and the " -"second Fiscal Position targets a *Country Group* that also comprises " -"*country A*, only the first Fiscal Position will be applied to customers " -"from *country A*." -msgstr "" -"De exemplu, dacă prima poziție fiscală vizează *țara A*, iar a doua poziție " -"fiscală vizează un *Grup de țări* care include de asemenea *țara A*, numai " -"prima poziție fiscală va fi aplicată clienților din *țara A*." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:53 msgid "Application" msgstr "Aplicare" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:84 -msgid "Assign a Fiscal Position to a partner" -msgstr "Atribuiți o poziție fiscală unui partener" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 +msgid "Automatic application" +msgstr "Aplicare automată" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:86 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:60 msgid "" -"You can manually define which Fiscal Position must be used by default for a " -"specific partner." +"To automatically apply a fiscal position following a set of conditions, go " +"to :menuselection:`Accounting --> Configuration --> Fiscal Positions`, open " +"the fiscal position to modify, and tick :guilabel:`Detect Automatically`." msgstr "" -"Puteți defini manual care poziție fiscală trebuie să fie utilizată în mod " -"implicit pentru un partener specific." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:88 -msgid "" -"To do so, open the partner's contact form, go to the **Sales & Purchase** " -"tab, edit the **Fiscal Position** field, and click on *Save*." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:64 +msgid "From there, several conditions can be activated:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:66 +msgid "" +":guilabel:`VAT Required`: the customer's VAT number must be present on their" +" contact form." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:67 +msgid "" +":guilabel:`Country Group` and :guilabel:`Country`: the fiscal position is " +"only applied to the selected country or country group." msgstr "" -"Pentru a face acest lucru, deschideți formularul de contact al partenerului," -" mergeți la fila **Vânzări și achiziții**, editați câmpul **Poziție " -"fiscală** " #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position automatic application settings" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:75 msgid "" -"Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo " -"Accounting" +"Taxes on **eCommerce orders** are automatically updated once the customer " +"has logged in or filled out their billing details." msgstr "" -"Selectarea unei poziții fiscale pe o comandă de vânzări / factură / factură " -"în contabilitatea Odoo" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:98 -msgid "Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills" -msgstr "" -"Alegeți pozițiile fiscale manual pe comenzi de vânzări, facturi și facturi" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:100 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 msgid "" -"To manually select which Fiscal Position to use for a new Sales Order, " -"Invoice, or Bill, go to the **Other Info** tab and select the right **Fiscal" -" Position** *before* adding product lines." -msgstr "" -"Pentru a selecta manual care poziție fiscală să utilizați pentru o nouă " -"comandă de vânzări, factură sau factură, mergeți la fila **Alte informații**" -" și selectați poziția fiscală corectă *înainte* de a adăuga linii de produs." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:110 -msgid ":doc:`taxcloud` (decommissioning TaxCloud integration in Odoo 17+)" +"The fiscal positions' **sequence** defines which fiscal position is applied " +"if all conditions set on multiple fiscal positions are met simultaneously." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:111 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:82 +msgid "" +"For example, suppose the first fiscal position in a sequence targets " +"*country A* while the second fiscal position targets a *country group* that " +"comprises *country A*. In that case, only the first fiscal position will be " +"applied to customers from *country A*." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:89 +msgid "Manual application" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:91 +msgid "" +"To manually select a fiscal position, open a sales order, invoice, or bill, " +"go to the :guilabel:`Other Info` tab and select the desired " +":guilabel:`Fiscal Position` before adding product lines." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a sales order, invoice, or bill" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:102 +msgid "Assign to a partner" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:104 +msgid "" +"To define which fiscal position must be used by default for a specific " +"partner, go to :menuselection:`Accounting --> Customers --> Customers`, " +"select the partner, open the :guilabel:`Sales & Purchase` tab, and select " +"the :guilabel:`Fiscal Position`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a customer" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:115 +msgid ":doc:`taxcloud`" +msgstr ":doc:`taxcloud`" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:116 msgid ":doc:`B2B_B2C`" msgstr ":doc:`B2B_B2C`" @@ -16970,7 +17342,6 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:8 #: ../../content/applications/finance/fiscal_localizations/chile.rst:8 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 msgid "" "Below you can find videos with a general description of the localization, " "and how to configure it." @@ -16989,9 +17360,8 @@ msgstr "" "`VIDEO WEBINAR ECOMMERCE `_." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:23 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "Modules installation" msgstr "Module instalate" @@ -17004,7 +17374,7 @@ msgstr "" " caracteristicile localizării argentineze:" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:28 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 #: ../../content/applications/finance/fiscal_localizations/france.rst:59 #: ../../content/applications/finance/fiscal_localizations/india.rst:18 @@ -17012,9 +17382,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:36 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:68 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:18 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:16 @@ -17085,7 +17454,7 @@ msgstr "" "eCommerce pentru a crea facturi electronice." #: ../../content/applications/finance/fiscal_localizations/argentina.rst:47 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:144 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 #: ../../content/applications/finance/fiscal_localizations/peru.rst:43 msgid "Configure your company" msgstr "Configurați compania dvs." @@ -19233,7 +19602,7 @@ msgid "Fiscal reports parameters." msgstr "Parametrii rapoartelor fiscale." #: ../../content/applications/finance/fiscal_localizations/chile.rst:134 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:562 #: ../../content/applications/finance/fiscal_localizations/peru.rst:226 msgid "Multicurrency" msgstr "Valută multiplă" @@ -20809,91 +21178,92 @@ msgstr "Columbia" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:7 msgid "" -"Odoo's Colombian localization package provides accounting, fiscal and legal " -"features in Colombia such as chart of accounts, taxes and electronic " -"invoicing." +"Odoo's Colombian localization package provides accounting, fiscal, and legal" +" features for databases in Colombia – such as chart of accounts, taxes, and " +"electronic invoicing." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:10 msgid "" -"In addition, we have a series of videos covering how to start from scratch, " -"configuration, main workflows, and specific use cases." +"In addition, a series of videos on the subject is also available. These " +"videos cover how to start from scratch, set up configurations, complete " +"common workflows, and provide in-depth looks at some specific use cases as " +"well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:14 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:15 msgid "" -"`Odoo Colombian localization videos " -"`_." +"`Smart Tutorial - Colombian Localization `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:25 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:26 msgid "" ":ref:`Install ` the following modules to get all the " "features of the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 msgid ":guilabel:`Colombia - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 msgid "`l10n_co`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:38 msgid "" "Default :ref:`fiscal localization package `. " "This module adds the base accounting features for the Colombian " -"localization: chart of accounts, taxes, withholdings, identification " +"localization: chart of accounts, taxes, withholdings, and identification " "document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:40 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 msgid ":guilabel:`Colombian - Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 msgid "`l10n_co_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 msgid "" "Includes accounting reports for sending certifications to suppliers for " "withholdings applied." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 msgid ":guilabel:`Electronic invoicing for Colombia with Carvajal`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 msgid "`l10n_co_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:46 msgid "" -"This module includes the features that are required for the integration with" -" Carvajal and generates the electronic invoices and support document related" -" to the vendor bills based on |DIAN| regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:48 -msgid ":guilabel:`Colombian - Point of Sale`" +"This module includes the features required for integration with Carvajal, " +"and generates the electronic invoices and support documents related to the " +"vendor bills, based on |DIAN| regulations." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 -msgid "`l10n_co_pos`" +msgid ":guilabel:`Colombian - Point of Sale`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 -msgid "Includes Point of Sale Receipt for Colombian Localization." +msgid "`l10n_co_pos`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:53 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:51 +msgid "Includes Point of Sale receipts for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:54 msgid "" -"When a database is created from scratch selecting :guilabel:`Colombia` as " -"the country, Odoo automatically installs the base modules *Colombia - " -"Accounting* and *Colombia - Accounting Reports*." +"When `Colombia` is selected for a company's :guilabel:`Fiscal Localization`," +" Odoo automatically installs certain modules." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:58 @@ -20903,291 +21273,375 @@ msgstr "Configurarea companiei" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:60 msgid "" "To configure your company information, go to the :menuselection:`Contacts` " -"app and search for your company. Alternatively, activate :ref:`developer " -"mode ` and navigate to :menuselection:`General Setting --> " -"Company --> Update Info --> Contact`. Then, edit the contact form to " -"configure the following information:" +"app, and search for your company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:65 -msgid ":guilabel:`Company Name`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:66 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:63 msgid "" -":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " -":guilabel:`Zip Code`." +"Alternatively, activate :ref:`developer mode ` and navigate " +"to :menuselection:`General Setting --> Company --> Update Info --> Contact`." +" Then, edit the contact form and configure the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 -msgid "" -":guilabel:`Tax ID`: When it is a `NIT`, it must have the *verification " -"digit* at the end of the ID followed by a hyphen (`-`)." +msgid ":guilabel:`Company Name`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:70 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:68 +msgid "" +":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " +":guilabel:`ZIP` code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:69 +msgid "" +":guilabel:`Identification Number`: Select the :guilabel:`Identification " +"Type` (`NIT`, `Cédula de Ciudadanía`, `Registro Civil`, etc.). When the " +":guilabel:`Identification Type` is `NIT`, the :guilabel:`Identification " +"Number` **must** have the *verification digit* at the end of the ID prefixed" +" by a hyphen (`-`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:74 msgid "" "Next, configure the :guilabel:`Fiscal Information` in the :guilabel:`Sales &" " Purchase` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:72 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:147 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:76 msgid "" ":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " -"responsibility for the company (:guilabel:`O-13` Gran Contribuyente, " -":guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, " -":guilabel:`O-47` Regimen de tributación simple, :guilabel:`R-99-PN` No " -"Aplica)." +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, `R-99-PN` No Aplica)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:75 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:173 msgid "" ":guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente* this " "option should be selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:77 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:81 msgid "" -":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company " -"(:guilabel:`IVA`, :guilabel:`INC`, :guilabel:`IVA e INC`, :guilabel:`No " -"Aplica`)" +":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:177 msgid "" ":guilabel:`Commercial Name`: If the company uses a specific commercial name," " and it needs to be displayed in the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:87 msgid "Carjaval credentials configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:85 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:89 msgid "" -"Once the modules installed, the user credentials must be configured in order" -" to connect with Carvajal Web Service. Navigate to " +"Once the modules are installed, the user credentials **must** be configured," +" in order to connect with Carvajal Web Service. To do so, navigate to " ":menuselection:`Accounting --> Configuration --> Settings` and scroll to the" " :guilabel:`Colombian Electronic Invoicing` section. Then, fill in the " "required configuration information provided by Carvajal:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:90 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 msgid "" -":guilabel:`Username` and :guilabel:`Password`: Correspond to the username " -"and password provided by Carvajal to the company." +":guilabel:`Username` and :guilabel:`Password`: Username and password " +"(provided by Carvajal) to the company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:92 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:96 msgid "" ":guilabel:`Company Registry`: Company's NIT number *without* the " "verification code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:93 -msgid ":guilabel:`Account ID`: Company ID followed by `_01`." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:97 +msgid ":guilabel:`Account ID`: Company's NIT number followed by `_01`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:98 msgid "" ":guilabel:`Colombia Template Code`: Select one of the two available " -"templates (:guilabel:`CGEN03` or :guilabel:`CGNE04`) to be used in the PDF " -"format of the electronic invoice." +"templates (`CGEN03` or `CGNE04`) to be used in the PDF format of the " +"electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +msgid "" +"Enable the :guilabel:`Test mode` checkbox to connect with the Carvajal " +"testing environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:103 +msgid "" +"Once Odoo and Carvajal are fully configured and ready for production, " +"deactivate the :guilabel:`Test mode` checkbox to use the production " +"database." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "Configure credentials for Carvajal web service in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:111 msgid "" -"Check the :guilabel:`Test mode` checkbox to connect with the Carvajal " -"testing environment. Once Odoo and Carvajal are fully configured and ready " -"for production, uncheck the :guilabel:`Test mode` checkbox to use the " -"production database." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:106 -msgid "" -":guilabel:`Test mode` must be used **only** on replicated databases, **not**" +":guilabel:`Test mode` must **only** be used on duplicated databases, **not**" " the production environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 msgid "Report data configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:117 msgid "" "Report data can be defined for the fiscal section and bank information of " "the PDF as part of the configurable information sent in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:120 msgid "" -"Navigate to :menuselection:`Accounting --> Configuration --> Settings` and " -"scroll to the :guilabel:`Colombian Electronic Invoicing` section." +"Navigate to :menuselection:`Accounting --> Configuration --> Settings`, and " +"scroll to the :guilabel:`Colombian Electronic Invoicing` section, in order " +"to find the :guilabel:`Report Configuration` fields. Here the header " +"information for each report type can be configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:121 -msgid "Master data configuration" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +msgid ":guilabel:`Gran Contribuyente`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:125 +msgid ":guilabel:`Tipo de Régimen`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:126 +msgid ":guilabel:`Retenedores de IVA`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:127 -msgid "Identification information" +msgid ":guilabel:`Autorretenedores`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:128 +msgid ":guilabel:`Resolución Aplicable`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:129 -msgid "" -"Document types defined by the |DIAN| are available on the partner form as " -"part of the Colombian localization. Colombian partners must have their " -":guilabel:`Identification Number` (VAT) and :guilabel:`Document Type` set." +msgid ":guilabel:`Actividad Económica`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:130 +msgid ":guilabel:`Bank Information`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:135 +msgid "Master data configuration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:140 +msgid "" +"Partner contacts can be created in the *Contacts* app. To do so, navigate to" +" :menuselection:`Contacts`, and click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:143 +msgid "" +"Then, name the contact, and using the radio buttons, select the contact " +"type, either :guilabel:`Individual` or :guilabel:`Company`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:146 +msgid "" +"Complete the full :guilabel:`Address`, including the :guilabel:`City`, " +":guilabel:`State`, and :guilabel:`ZIP` code. Then, complete the " +"identification and fiscal information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +msgid "Identification information" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +msgid "" +"Identification types, defined by the |DIAN|, are available on the partner " +"form, as part of the Colombian localization. Colombian partners **must** " +"have their :guilabel:`Identification Number` (VAT) and :guilabel:`Document " +"Type` set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:157 msgid "" "When the :guilabel:`Document Type` is `NIT`, the :guilabel:`Identification " -"Number` needs to be configured in Odoo, including the *verification digit*; " -"Odoo splits this number when the data to is sent to the third party." +"Number` needs to be configured in Odoo, including the *verification digit at" +" the end of the ID, prefixed by a hyphen (`-`)*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:139 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:141 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:164 msgid "" -"The partner's responsibility codes (section 53 in the RUT document) are " -"included as part of the electronic invoicing module, as it is required by " -"the |DIAN|." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:144 -msgid "" -"The required fields can be found under :menuselection:`Partner --> Sales & " -"Purchase Tab --> Fiscal Information`:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:158 -#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:771 -msgid "Products" -msgstr "Produse" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:160 -msgid "" -"In addition to adding general information (in the :guilabel:`General " -"Information` tab) on the product form, either the :guilabel:`UNSPSC " -"Category`, :guilabel:`Barcode`, or :guilabel:`Internal Reference` field must" -" also be configured." +"The partner's responsibility codes (section 53 in the :abbr:`RUT (Registro " +"único tributario)` document) are included as part of the electronic " +"invoicing module, as it is required by the |DIAN|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:167 msgid "" -"If sales transactions include products with taxes, the :guilabel:`Value " -"Type` field in the :guilabel:`Advanced Options` tab needs to be configured " -"per tax. To do so, go to :menuselection:`Accounting --> Configuration --> " -"Taxes`, and select the related tax." +"The required fields can be found under :menuselection:`Partner --> Sales & " +"Purchase Tab --> Fiscal Information section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:171 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:170 msgid "" -"Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, :guilabel:`Fuente`) " -"are also included. This configuration is used to display taxes in the " -"invoice PDF correctly." +":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, or `R-99-PN` No Aplica)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:175 +msgid "" +":guilabel:`Fiscal Regimen`: Select the tribute name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:251 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:700 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:817 +msgid "Products" +msgstr "Produse" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:183 +msgid "" +"To manage products, navigate to :menuselection:`Accounting --> Customers -->" +" Products`, then click on a product." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 +msgid "" +"When adding general information on the product form, it is required that " +"either the :guilabel:`UNSPSC Category` (:guilabel:`Accounting` tab), or " +":guilabel:`Internal Reference` (:guilabel:`General Information` tab) field " +"is configured. Be sure to :guilabel:`Save` the product once configured." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:194 +msgid "" +"To create or modify taxes, go to :menuselection:`Accounting --> " +"Configuration --> Taxes`, and select the related tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:197 +msgid "" +"If sales transactions include products with taxes, the :guilabel:`Value " +"Type` field in the :guilabel:`Advanced Options` tab needs to be configured " +"per tax. Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, " +":guilabel:`Fuente`) are also included. This configuration is used to display" +" taxes correctly in the invoice PDF." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "The ICA, IVA and Fuente fields in the Advanced Options tab in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:209 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:91 msgid "Sales journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:211 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " "electronic invoice resolution, the sales journals related to the invoice " -"documents must be updated in Odoo. To do so, navigate to " -":menuselection:`Accounting --> Configuration --> Journals`." +"documents **must** be updated in Odoo. To do so, navigate to " +":menuselection:`Accounting --> Configuration --> Journals`, and select an " +"existing sales journal, or create a new one with the :guilabel:`Create` " +"button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 -msgid "Configure the following data in the :guilabel:`Advanced Settings` tab:" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:216 +msgid "" +"On the sales journal form, input the :guilabel:`Journal Name`, " +":guilabel:`Type`, and set a unique :guilabel:`Short Code` in the " +":guilabel:`Journals Entries` tab. Then, configure the following data in the " +":guilabel:`Advanced Settings` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:188 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:220 msgid "" ":guilabel:`Electronic invoicing`: Enable :guilabel:`UBL 2.1 (Colombia)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:221 msgid "" ":guilabel:`Invoicing Resolution`: Resolution number issued by |DIAN| to the " "company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:222 msgid ":guilabel:`Resolution Date`: Initial effective date of the resolution." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:223 msgid "" ":guilabel:`Resolution end date`: End date of the resolution's validity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:224 msgid "" ":guilabel:`Range of Numbering (minimum)`: First authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:225 msgid "" ":guilabel:`Range of Numbering (maximum)`: Last authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:228 msgid "" -"The sequence and resolution of the journal must match the one configured in " -"Carvajal and the |DIAN|." +"The sequence and resolution of the journal **must** match the one configured" +" in Carvajal and the |DIAN|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:200 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:232 msgid "Invoice sequence" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 msgid "" -"The invoice sequence and prefix must be correctly configured when the first " -"document is created." +"The invoice sequence and prefix **must** be correctly configured when the " +"first document is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 msgid "" -"Odoo automatically assigns a prefix and sequence to the following documents." +"Odoo automatically assigns a prefix and sequence to the following invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:208 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 msgid "Purchase journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:242 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " -"support document related to vendor bills, the purchase journals related to " -"their supporting documents need to be updated in Odoo. The process is " +"*support document* related to vendor bills, the purchase journals related to" +" their supporting documents need to be updated in Odoo. The process is " "similar to the configuration of the :ref:`sales journals `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:249 msgid "" "The :doc:`chart of accounts " "` is " @@ -21197,59 +21651,114 @@ msgid "" "Unico de Cuentas)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 msgid "Main workflows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:262 msgid "" -"The functional workflow taking place before an invoice validation does not " -"alter the main changes introduced with the electronic invoice." +"The following is a breakdown of the main workflow for electronic invoices " +"with the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:265 +msgid "Sender creates an invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:266 +msgid "Electronic invoice provider generates the legal XML file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:267 +msgid "" +"Electronic invoice provider creates the CUFE (Invoice Electronic Code) with " +"the electronic signature." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:269 +msgid "Electronic invoice provider sends a notification to |DIAN|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:270 +msgid "|DIAN| validates the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:271 +msgid "|DIAN| accepts or rejects the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +msgid "Electronic invoice provider generates the PDF invoice with a QR code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:273 +msgid "Electronic invoice provider sends invoice to the acquirer." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +msgid "" +"Acquirer sends a receipt of acknowledgement, and accepts or rejects the " +"invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:275 +msgid "Sender downloads a :file:`.zip` file with the PDF and XML." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 +msgid "Electronic invoice workflow for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:287 +msgid "" +"The functional workflow taking place before an invoice validation does " +"**not** alter the main changes introduced with the electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:290 msgid "" "Electronic invoices are generated and sent to both the |DIAN| and customer " "through Carvajal's web service integration. These documents can be created " -"from your sales order or manually. Go to :menuselection:`Accounting --> " -"Customers --> Invoices` and configure:" +"from your sales order or manually generated. To create a new invoice, go to " +":menuselection:`Accounting --> Customers --> Invoices`, and select " +":guilabel:`Create`. On the invoice form configure the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:244 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:295 msgid ":guilabel:`Customer`: Customer's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:245 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:296 msgid ":guilabel:`Journal`: Journal used for electronic invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:246 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 msgid "" ":guilabel:`Electronic Invoice Type`: Select the type of document. By " "default, :guilabel:`Factura de Venta` is selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:248 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 msgid "" ":guilabel:`Invoice Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:250 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 msgid "When done, click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:255 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 #: ../../content/applications/finance/fiscal_localizations/india.rst:117 #: ../../content/applications/finance/fiscal_localizations/india.rst:262 #: ../../content/applications/finance/fiscal_localizations/peru.rst:385 msgid "Invoice validation" msgstr "Validare factura" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 msgid "" "After the invoice confirmation, an XML file is created and sent " "automatically to Carvajal. The invoice is then processed asynchronously by " @@ -21261,26 +21770,26 @@ msgstr "" msgid "Carvajal XML invoice file in Odoo chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:264 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:316 msgid "" "The :guilabel:`Electronic Invoice Name` field is now displayed in the " -":guilabel:`EDI Documents` tab with the name of the XML file. Additionally, " +":guilabel:`EDI Documents` tab, with the name of the XML file. Additionally, " "the :guilabel:`Electronic Invoice Status` field is displayed with the " "initial value :guilabel:`To Send`. To process the invoice manually, click on" " the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:324 msgid "Reception of legal XML and PDF" msgstr "Recipisa legala XML si PDF" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:326 msgid "" -"The electronic invoice vendor (Carvajal) receives the XML file and proceeds " -"to validate its structure and information." +"The electronic invoice vendor (Carvajal) receives the XML file, and proceeds" +" to validate its structure and information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:277 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:329 msgid "" "After validating the electronic invoice, proceed to generate a legal XML " "which includes a digital signature and a unique code (CUFE), a PDF invoice " @@ -21289,166 +21798,167 @@ msgid "" ":guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:282 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:334 msgid "" -"A ZIP containing the legal electronic invoice in XML format and the invoice " -"in PDF format is downloaded and displayed in the invoice chatter:" +"A :file:`.zip` containing the legal electronic invoice (in XML format) and " +"the invoice in (PDF format) is downloaded and displayed in the invoice " +"chatter:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "ZIP file displayed in the invoice chatter in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:288 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 msgid "The electronic invoice status changes to :guilabel:`Accepted`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:291 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:335 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:346 msgid "" "The process for credit notes is the same as for invoices. To create a credit" " note with reference to an invoice, go to :menuselection:`Accounting --> " -"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note` " +"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note`, " "and complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 msgid ":guilabel:`Credit Method`: Select the type of credit method." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 msgid "" ":guilabel:`Partial Refund`: Use this option when it is a partial amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:300 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:353 msgid "" ":guilabel:`Full Refund`: Use this option if the credit note is for the full " "amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:354 msgid "" ":guilabel:`Full refund and new draft invoice`: Use this option if the credit" " note is auto-validated and reconciled with the invoice. The original " "invoice is duplicated as a new draft." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:305 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:358 msgid ":guilabel:`Reason`: Enter the reason for the credit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:359 msgid "" ":guilabel:`Reversal Date`: Select if you want a specific date for the credit" " note or if it is the journal entry date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:361 msgid "" ":guilabel:`Use Specific Journal`: Select the journal for your credit note or" " leave it empty if you want to use the same journal as the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:310 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:363 msgid "" ":guilabel:`Refund Date`: If you chose a specific date, select the date for " "the refund." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:312 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 msgid "Once reviewed, click the :guilabel:`Reverse` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:315 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:317 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 msgid "" "The process for debit notes is similar to credit notes. To create a debit " "note with reference to an invoice, go to :menuselection:`Accounting --> " "Customers --> Invoices`. On the invoice, click the :guilabel:`Add Debit " -"Note` button and complete the following information:" +"Note` button, and enter the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:321 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:374 msgid ":guilabel:`Reason`: Type the reason for the debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:322 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:375 msgid ":guilabel:`Debit note date`: Select the specific options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:323 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:376 msgid "" ":guilabel:`Copy lines`: Select this option if you need to register a debit " "note with the same lines of invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:325 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 msgid "" ":guilabel:`Use Specific Journal`: Select the printer point for your debit " "note, or leave it empty if you want to use the same journal as the original " "invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:328 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:381 msgid "When done, click :guilabel:`Create Debit Note`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:331 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:384 msgid "Support document for vendor bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:333 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:386 msgid "" "With master data, credentials, and the purchase journal configured for " -"support documents related to vendor bills, you can start using support " -"documents." +"support documents related to vendor bills, you can start using *support " +"documents*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:336 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 msgid "" "Support documents for vendor bills can be created from your purchase order " "or manually. Go to :menuselection:`Accounting --> Vendors --> Bills` and " "fill in the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:339 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:392 msgid ":guilabel:`Vendor`: Enter the vendor's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:340 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:393 msgid ":guilabel:`Bill Date`: Select the date of the bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:394 msgid "" ":guilabel:`Journal`: Select the journal for support documents related to the" " vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:342 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:395 msgid "" ":guilabel:`Invoiced Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:397 msgid "" "Once reviewed, click the :guilabel:`Confirm` button. Upon confirmation, an " "XML file is created and automatically sent to Carvajal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "Erori comune" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:405 msgid "" "During the XML validation, the most common errors are related to missing " "master data (*Contact Tax ID*, *Address*, *Products*, *Taxes*). In such " @@ -21456,7 +21966,7 @@ msgid "" " invoice status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:356 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:409 msgid "" "After the master data is corrected, it's possible to reprocess the XML with " "the new data and send the updated version, using the :guilabel:`Retry` " @@ -21467,11 +21977,11 @@ msgstr "" msgid "XML validation errors shown in the invoice chatter in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:421 msgid "Certificado de Retención en ICA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:423 msgid "" "This report is a certification to vendors for withholdings made for the " "Colombian Industry and Commerce (ICA) tax. The report can be found under " @@ -21483,11 +21993,11 @@ msgstr "" msgid "Certificado de Retención en ICA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:432 msgid "Certificado de Retención en IVA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:380 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:434 msgid "" "This report issues a certificate on the amount withheld from vendors for VAT" " withholding. The report can be found under :menuselection:`Accounting --> " @@ -21498,11 +22008,11 @@ msgstr "" msgid "Certificado de Retención en IVA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:388 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:443 msgid "Certificado de Retención en la Fuente" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:390 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:445 msgid "" "This certificate is issued to partners for the withholding tax that they " "have made. The report can be found under :menuselection:`Accounting --> " @@ -25694,50 +26204,58 @@ msgstr "" msgid "Mexico" msgstr "Mexic" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:22 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 +msgid "" +"A video on the Mexican localization is also available. This video covers how" +" to implement this localization from scratch, including how to set up the " +"configurations, how to complete common workflows, and provides an in-depth " +"look at several specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:24 msgid "" "`Video webinar of a complete demo " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:29 msgid "" -"Odoo users in Mexico have access to a set of modules that allow them to sign" -" electronic invoices according to the specifications of the |SAT| for " -"`version 4.0 of the CFDI " -"`_" -" , a legal requirement as of January 1, 2022." +"The Odoo Mexican localization modules allow for the signing of electronic " +"invoices, according to the specifications of the |SAT| for `version 4.0 of " +"the CFDI `_, " +"a legal requirement, as of January 1, 2022. These modules also add relevant " +"accounting reports (such as: the |DIOT|, enables foreign trade, and the " +"creation of delivery guides)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:32 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 msgid "" -"These modules also add relevant accounting reports (such as the |DIOT|, " -"enable foreign trade, and the creation of delivery guides)." +"In order to electronically sign any documents in Odoo, ensure the *Sign* " +"application is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:39 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 msgid "Requirements" msgstr "Cerințe" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:41 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:45 msgid "" -"Before making the necessary configurations to have the Mexican localization " -"installed in Odoo, it is necessary to meet the following requirements:" +"It is necessary to meet the following requirements before configuring the " +"Mexican localization modules in Odoo:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:46 -msgid "" -"Be registered in the |SAT|, with a valid :abbr:`RFC (Registro Federal de " -"Contribuyentes)`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:50 +msgid "Be registered in the |SAT|, with a valid |RFC|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:47 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:51 msgid "" "Have a `Certificate of Digital Seal `_ (CSD)." +"programas/ certificado-de-sello-digital>`_ (CSD)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:49 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 msgid "" "Choose a PAC (Proveedor Autorizado de Certificación / Authorized " "Certification Provider). Currently, Odoo works with the following |PAC|\\s: " @@ -25746,362 +26264,371 @@ msgid "" "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "" "Have knowledge and experience with billing, sales, and accounting in Odoo. " -"This documentation contains only the necessary information to use Odoo." +"This documentation **only** contains the necessary information needed to use" +" Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:59 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 +msgid "Installing modules" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:63 msgid "" -":ref:`Install ` the following modules to get the main " -"features of the Mexican localization:" +":ref:`Install ` the following modules to get all the " +"features of the Mexican localization. The :doc:`Accounting <../accounting>` " +"and *Contacts* modules are required to be installed for this configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:69 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:74 msgid ":guilabel:`Mexico - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:70 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 msgid "`l10n_mx`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 msgid "" -"The default :doc:`fiscal localization package " -"`, adds accounting " -"characteristics for the Mexican localization, such as the most common taxes " -"and the chart of accounts based on `the SAT account grouping code " +"The default :doc:`fiscal localization package <../fiscal_localizations>`, " +"adds accounting characteristics for the Mexican localization, such as: the " +"most common taxes and the chart of accounts – based on `the SAT account " +"grouping code " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:80 msgid ":guilabel:`EDI for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:81 msgid "`l10n_mx_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:77 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 msgid "" "Includes all the technical and functional requirements to generate and " "validate :doc:`Electronics Documents " -"`, " -"based on the technical documentation published by the SAT. This allows you " -"to send invoices (with or without addendas) and payment complements to the " +"<../accounting/customer_invoices/electronic_invoicing>` — based on the " +"technical documentation published by the |SAT|. This allows you to send " +"invoices (with or without addedums) and payment complements to the " "government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:86 msgid ":guilabel:`EDI v4.0 for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:83 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 msgid "`l10n_mx_edi_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:84 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:88 msgid "" "Necessary to create XML documents with the correct specifications of the " "CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:89 +msgid ":guilabel:`Odoo Mexican Localization Reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 +msgid "`l10n_mx_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 msgid "" -"When you install a database from scratch by selecting :guilabel:`Mexico` as " +"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " +"Balance, and |DIOT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:93 +msgid ":guilabel:`Mexico - Localization Reports for Closing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 +msgid "`l10n_mx_reports_closing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 +msgid "" +"Necessary to create the Closing Entry (Also known as the *month 13th move*)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:96 +msgid ":guilabel:`Odoo Mexican XML Polizas Export`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:97 +msgid "`l10n_mx_xml_polizas`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 +msgid "" +"Allows the export of XML files of Journal Entries for a compulsory audit." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 +msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 +msgid "`l10n_mx_xml_polizas_edi`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 +msgid "Complements the module `l10n_mx_xml_polizas`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:104 +msgid "" +"When installing a database from scratch and selecting :guilabel:`Mexico` as " "the country, Odoo automatically installs the following modules: " ":guilabel:`Mexico - Accounting`, :guilabel:`EDI for Mexico`, and " ":guilabel:`EDI v4.0 for Mexico`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 -msgid "" -"The following modules are needed to add Mexico's Electronic Accounting. They" -" require the :doc:`Accounting ` module to " -"be installed." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 -msgid ":guilabel:`Odoo Mexican Localization Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:102 -msgid "`l10n_mx_reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:103 -msgid "" -"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " -"Balance, and DIOT." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:105 -msgid ":guilabel:`Mexico - Localization Reports for Closing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:106 -msgid "`l10n_mx_reports_closing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:107 -msgid "" -"Necessary to create the Closing Entry (Also known as the month 13th move)." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:108 -msgid ":guilabel:`Odoo Mexican XML Polizas Export`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:109 -msgid "`l10n_mx_xml_polizas`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:110 -msgid "" -"Lets you export XML files of your Journal Entries for a compulsory audit." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:111 -msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:112 -msgid "`l10n_mx_xml_polizas_edi`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:113 -msgid "Complements the module `l10n_mx_xml_polizas`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 msgid "" "The following modules are optional. It's recommended to install them *only* " -"if you meet a specific requirement. Make sure that they are needed for your " +"if meeting a specific requirement. Make sure that they are needed for the " "business." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:118 msgid ":guilabel:`EDI for Mexico (Advanced Features)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:119 msgid "`l10n_mx_edi_extended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 msgid "" "Adds the external trade complement to invoices: A legal requirement for " "selling products to foreign countries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 msgid ":guilabel:`EDI v4.0 for Mexico (COMEX)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 msgid "`l10n_mx_edi_extended_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 msgid "Adapts the module `l10n_mx_edi_extended` for CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 msgid ":guilabel:`Mexico - Electronic Delivery Guide`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 msgid "`l10n_mx_edi_stock`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 msgid "" -"Lets you create a \"Carta Porte\": a bill of lading that proves to the " +"Lets you create a *Carta Porte*: A bill of lading that proves to the " "government you are sending goods between A & B with a signed electronic " "document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:136 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 msgid ":guilabel:`Electronic Delivery Guide for Mexico CFDI 4.0`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 msgid "`l10n_mx_edi_stock_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:138 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 msgid "Adapts the module `l10n_mx_edi_stock` for CFDI 4.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 msgid ":guilabel:`Odoo Mexico Localization for Stock/Landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:140 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 msgid "`l10n_mx_edi_landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 msgid "" "Allows managing customs numbers related to landed costs in electronic " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 msgid "" -"After installing the correct modules, you must verify that the company is " -"configured with the correct data. To do so, go to :menuselection:`Settings " -"--> General Settings --> Companies` and select :guilabel:`Update Info` under" -" your company name." +"After installing the correct modules, the next step is to verify that your " +"company is configured with the correct data. To do so, go to " +":menuselection:`Settings --> General Settings --> Companies`, and select " +":guilabel:`Update Info` under your company name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:150 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:143 msgid "" -"Enter your full :guilabel:`Address` in the resulting form including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +"Enter the full :guilabel:`Address` in the resulting form, including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:153 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 msgid "" -"According to the requirements of the CFDI 4.0, the name of your main contact" -" must coincide to your business name registered in the SAT without the legal" -" entity abbreviation." +"According to the requirements of the CFDI 4.0, the name of the main company " +"contact **must** coincide with your business name registered in the |SAT|, " +"without the legal entity abbreviation." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Requirements for a correct invoicing." +msgid "Main company contact requirements for a correct invoicing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:160 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:154 msgid "" -"From a legal point of view, a Mexican company must use the local currency " -"(MXN). Therefore, Odoo does not provide features to manage an alternative " -"configuration. If you want to manage another currency, let MXN be the " -"default currency and use a :doc:`pricelist " -"` instead." +"From a legal point of view, a Mexican company **must** use the local " +"currency (MXN). Therefore, Odoo does not provide features to manage an " +"alternative configuration. If you want to manage another currency, let MXN " +"be the default currency and use a :doc:`pricelist " +"<../../sales/sales/products_prices/prices/pricing>`, instead." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:165 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:159 msgid "" "Next, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing" -" (MX) --> Fiscal Regime`, and select the regime that applies to your company" -" from the drop-down list." +" (MX) --> Fiscal Regime`, then select the regime that applies to your " +"company from the drop-down list, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Fiscal regime configuration." +msgid "Fiscal regime configuration in the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:168 msgid "" -"If you want to test the Mexican localization, you can configure the company " -"with a real address within Mexico (including all fields), add `EKU9003173C9`" -" as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " +"If you want to test the Mexican localization, the company can be configured " +"with a real address within Mexico (including all fields), and add " +"`EKU9003173C9` as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " ":guilabel:`Company Name`. For the :guilabel:`Fiscal Regime`, use " ":guilabel:`General de Ley Personas Morales`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:178 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:623 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:653 msgid "Contacts" msgstr "Contacte" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:180 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:176 msgid "" "To create a contact that can be invoiced, go to :menuselection:`Contacts -->" -" Create`. Then enter the contact's name, full :guilabel:`Address` including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +" Create`. Then, enter the contact name, full :guilabel:`Address` including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:185 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:181 msgid "" "As with your own company, all of your contacts needs to have their correct " "business name registered in the |SAT|. This also applies to the " -":guilabel:`Fiscal Regime` which needs to be added in the :guilabel:`MX EDI` " -"tab." +":guilabel:`Fiscal Regime`, which needs to be added in the :guilabel:`MX EDI`" +" tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:188 msgid "" "Some additional configurations for factor type and tax objects need to be " "added to the sales taxes in order to properly sign invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:196 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 msgid "Factor type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:198 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:194 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Taxes` then enable " -"the :guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab " -"for all records with the :guilabel:`Tax Type` set as :guilabel:`Sales`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:202 -msgid "" -"This is pre-loaded in the default taxes. If new ones are created, you need " -"to make sure to fill this field." +"The *Factor Type* field is pre-loaded in the default taxes. If new taxes are" +" created, you need to make sure to configure this field. To do so, go to " +":menuselection:`Accounting --> Configuration --> Taxes`, then enable the " +":guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab for " +"all records, with the :guilabel:`Tax Type` set as :guilabel:`Sales`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes configuration." +msgid "Factor Type Sales tax type configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:209 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 msgid "" -"Mexico manages two different kinds of 0% VAT: *0% VAT* and *VAT Exempt*. For" -" the former, select the :guilabel:`Factor Type` :guilabel:`Tasa`. For the " -"latter, use :guilabel:`Exento`." +"Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:213 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:206 +msgid "*0% VAT* set the :guilabel:`Factor Type` as :guilabel:`Tasa`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 +msgid "*VAT Exempt* set the :guilabel:`Factor Type` as :guilabel:`Exento`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:210 msgid "Tax object" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:215 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:212 msgid "" -"One requirement of the CFDI 4.0 is that the resulting XML file needs or does" -" not need to break down the taxes of the operation. There are three " -"different possible values that are added depending on specific " -"configurations:" +"One requirement of the CFDI 4.0 is that the resulting XML file needs (or " +"does not need) to break down the taxes of the operation. There are three " +"different possible values that are added in the XML file:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 +msgid "" +"`01`: Not subject to tax - this value is added automatically if your invoice" +" line doesn't contain any taxes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:218 +msgid "" +"`02`: Subject to tax - this is the default configuration of any invoice line" +" that contains taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 -msgid "`01`: Not subject to tax - your invoice must not contain any taxes." +msgid "" +"`03`: Subject to tax and not forced to break down - this value can be " +"triggered on-demand for certain customers to replace the value 02." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:220 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:222 msgid "" -"`02`: Subject to tax - your invoice contains taxes (default configuration)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:221 -msgid "" -"`03`: Subject to tax and not forced to breakdown - your invoice contains " -"taxes, and the contact configuration has the :guilabel:`No Tax Breakdown` " -"checkbox activated." +"To use the `03` value, navigate to :menuselection:`Contacts --> your " +"customer's invoice --> MX EDI tab`, and activate the :guilabel:`No Tax " +"Breakdown` checkbox." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Tax Breakdown SAT." +msgid "No Tax Breakdown option on the MX EDI tab of the customer's invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:228 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:230 msgid "" -"The :guilabel:`No Tax Breakdown` value applies only to specific fiscal " -"regimes and/or taxes. Consult your accountant first if it is needed for your" -" business before doing any modification." +"The :guilabel:`No Tax Breakdown` value applies **only** to specific fiscal " +"regimes and/or taxes. Consult your accountant first to see if it is needed " +"for your business before making any modification." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:232 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:235 msgid "Other tax configurations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:234 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:237 msgid "" "When registering a payment, Odoo will carry out the movement of taxes from " "the *Cash Basis Transition Account* to the account set in the " @@ -26110,227 +26637,238 @@ msgid "" "journal entry when reclassifying taxes. **Do not delete this account**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:239 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:242 msgid "" -"If you create a new tax, you need to add the correct :guilabel:`Tax Grids` " -"for it (`IVA`, `ISR` or `IEPS`). Odoo only supports these three groups of " -"taxes." +"If you create a new tax in :menuselection:`Accounting --> Configuration --> " +"Taxes`, you need to add the correct :guilabel:`Tax Grids` for it (`IVA`, " +"`ISR` or `IEPS`). Odoo **only** supports these three groups of taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes accounts." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:248 -msgid "" -"To configure products, go to the :guilabel:`Accounting` tab, and in the " -":guilabel:`UNSPSC Product Category` field, select the category that " -"represents that product. The process can be done manually or through :doc:`a" -" bulk import `." +msgid "Tax accounts available for Odoo." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:253 msgid "" -"All products need to have a |SAT| code associated with them in order to " +"To configure products, go to :menuselection:`Accounting --> Customers --> " +"Products`, then select a product to configure, or :guilabel:`Create` a new " +"one. In the :guilabel:`Accounting` tab, and in the :guilabel:`UNSPSC Product" +" Category` field, select the category that represents the product. The " +"process can be done manually, or through :doc:`a bulk import " +"<../../general/export_import_data>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:259 +msgid "" +"All products need to have an |SAT| code associated with them in order to " "prevent validation errors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:257 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Facturare Electronică" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:260 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:266 msgid "PAC credentials" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:262 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 msgid "" "After you have processed your `Private Key (CSD) " "`_ with the |SAT|, you must register " +"traves-de-la-aplicacion- certifica>`_ with the |SAT|, you **must** register " "directly with the :ref:`PAC ` of your choice before you " "start creating invoices from Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:267 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:273 msgid "" -"Once you created your account with any of these providers, go to " +"Once you've created your account with any of these providers, go to " ":menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. " "Under the :guilabel:`MX PAC` section, enter the name of your |PAC| with your" " credentials (:guilabel:`PAC username` and :guilabel:`PAC password`)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "PAC credentials." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:275 -msgid "" -"If you do not have credentials and want to test the electronic invoicing, " -"you can activate the :guilabel:`Test Environment` checkbox and select " -":guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " -"username or password." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:280 -msgid ".cer and .key certificates" +msgid "Configuring PAC credentials from the Accounting settings." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:282 msgid "" -"You need to upload the `digital certificates of the company " +"If you do not have credentials, but want to test the electronic invoicing, " +"you can activate the :guilabel:`MX PAC test environment` checkbox, and " +"select :guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " +"username or password for a test environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:287 +msgid ".cer and .key certificates" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:289 +msgid "" +"The `digital certificates of the company " "`_ " -"within the section :guilabel:`MX Certificates`. Select :guilabel:`Add a " -"line` and a window will open. Click on :guilabel:`Create`, and from there " -"upload your digital certificate (:file:`.cer` file), your key (:file:`.key` " -"file), and your password. To finish, click on :guilabel:`Save and Close`." +"must be uploaded within the :guilabel:`MX Certificates` section. To do so, " +"navigate to :menuselection:`Settings --> Accounting --> Electronic Invoicing" +" (MX)`. Under the :guilabel:`MX Certificates` section, select :guilabel:`Add" +" a line`, and a window will open. Click :guilabel:`Create`, and from there, " +"upload your digital :guilabel:`Certificate` (:file:`.cer` file), your " +":guilabel:`Certificate Key` (:file:`.key` file), and your " +":guilabel:`Certificate Password`. To finish, click on :guilabel:`Save & " +"Close`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Certificate and key." +msgid "Certificate and key upload inputs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:292 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 msgid "" "If you still do not have one of the contracted |PAC|\\s and you want to test" -" electronic invoicing you can use the following |SAT| test certificates:" +" electronic invoicing, you can use the following |SAT| test certificates:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:295 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:306 msgid ":download:`Certificate `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:296 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 msgid ":download:`Certificate Key `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:297 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:308 msgid "**Password**: ``12345678a``" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:311 msgid "Workflows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:305 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:316 msgid "" "The invoicing process in Odoo is based on `Annex 20 " "`_ version" " 4.0 of electronic invoicing of the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:312 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:323 msgid "" "To start invoicing from Odoo, a customer invoice must be created using the " -":doc:`standard invoicing flow " -"`." +":doc:`standard invoicing flow <../accounting/customer_invoices>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:315 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:326 msgid "" -"When the document is in draft mode, you can make any changes to it (add the " -"correct :guilabel:`Payment Way` or :guilabel:`Usage` that the customer might" -" require, for example.)" +"While the document is in draft mode, changes can be made to it (the correct " +":guilabel:`Payment Way` or :guilabel:`Usage` that the customer might require" +" can be added, for example.)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:318 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:329 msgid "" "After you :guilabel:`Confirm` the customer invoice, a blue message appears " "stating: :guilabel:`The invoice will be processed asynchronously by the " -"following E-invoicing service: CFDI (4.0)`. Pressing the :guilabel:`Process " -"Now` button sends the document to be signed by the government. On success, " -"the :guilabel:`Fiscal Folio` field appears on the document and the XML file " -"is attached in the chatter." +"following E-invoicing service: CFDI (4.0)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:325 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:332 msgid "" -"If you press :guilabel:`Retry` in the field :guilabel:`SAT status` of the " -"invoice, you can confirm if the XML file is valid in the SAT." +"Pressing the :guilabel:`Process Now` button sends the document to the " +"government so it can be signed. After receiving the signed document back " +"from the government, the :guilabel:`Fiscal Folio` field appears on the " +"document, and the XML file is attached in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:328 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +msgid "" +"If you click :guilabel:`Retry` in the :guilabel:`SAT status` field on the " +"invoice, you can confirm if the XML file is valid in the |SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:340 msgid "" "If you are in a testing environment, you will always receive the message " ":guilabel:`Not Found`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:330 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:342 msgid "" -"To send the signed invoice to your client by mail, you can send the XML " -"together with the PDF file directly from Odoo by clicking the " -":guilabel:`Send and Print` button. You can also download the PDF file to " -"your computer by clicking the :guilabel:`Print` button and selecting the " -"desired option." +"To send the signed invoice to your client by mail, you can send both the XML" +" and PDF files together, directly from Odoo, by clicking the :guilabel:`Send" +" & Print` button. You can also download the PDF file to your computer, by " +"clicking the :guilabel:`Print` button, and selecting the desired print " +"option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 msgid "" "While an invoice is a document type \"I\" (Ingreso), a credit note is a " "document type \"E\" (Egreso)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:339 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:352 msgid "" "The only addition to the :doc:`standard flow for credit notes " -"` is that, " -"as a requirement of the SAT, there has to be a relation between a credit " -"note and an invoice through the fiscal folio." +"<../accounting/customer_invoices/credit_notes>` is that, as a requirement of" +" the |SAT|, there has to be a relation between a credit note and an invoice " +"through the fiscal folio." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:343 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 msgid "" -"Because of this, the field :guilabel:`CFDI Origin` adds this relation with a" -" `01|`, followed by the fiscal folio of the original invoice." +"Because of this requirement, the field :guilabel:`CFDI Origin` adds this " +"relation with a `01|`, followed by the fiscal folio of the original invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Creating a credit note." +msgid "Example CFDI Origin number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 msgid "" -"For the :guilabel:`CFDI Origin` field to be added automatically, use the " -"button :guilabel:`Add Credit Note` from the invoice instead of creating it " +"For the :guilabel:`CFDI Origin` field to be automatically added, use the " +":guilabel:`Add Credit Note` button from the invoice, instead of creating it " "manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:354 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 msgid "Payment complements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:357 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:371 msgid "Payment policy" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:359 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:373 msgid "" -"One of the additions of the Mexican Localization is the field " -":guilabel:`Payment Policy`. `According to the SAT documentation " +"One addition of the Mexican localization is the :guilabel:`Payment Policy` " +"field . `According to the SAT documentation " "`_, there may be 2 types of payments:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:365 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:378 msgid "" "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or " "Deferred)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:367 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 msgid "" "The difference lies in the *Due Date* or *Payment Terms* of the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:382 msgid "" -"To configure |PUE| invoices, you must select an invoice :guilabel:`Due Date`" -" within the same month or choose a payment term that does not imply changing" +"To configure |PUE| invoices, navigatge to :menuselection:`Accounting --> " +"Customers --> Invoices`, and either select an invoice :guilabel:`Due Date` " +"within the same month, or choose a payment term that does not imply changing" " the due month (immediate payment, 15 days, 21 days, all falling within the " "current month)." msgstr "" @@ -26339,713 +26877,708 @@ msgstr "" msgid "Example of an invoice with the PUE requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 msgid "" -"Some :guilabel:`Payment Terms` are already installed by default. You can " -"check them in :menuselection:`Accounting --> Configuration --> Payment " +"Some :guilabel:`Payment Terms` are already installed by default, and can be " +"managed from :menuselection:`Accounting --> Configuration --> Payment " "Terms`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:395 msgid "" -"To configure |PPD| invoices, you need to choose a :guilabel:`Due Date` after" -" the first day of the following month (this also applies if your " -":guilabel:`Payment Term` is due in the following month)." +"To configure |PPD| invoices, navigate to :menuselection:`Accounting --> " +"Customers --> Invoices`, and select an invoice with a :guilabel:`Due Date` " +"after the first day of the following month. This also applies if your " +":guilabel:`Payment Term` is due in the following month." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PPD requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:387 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:404 msgid "" "Because the |PPD| policy implies that an invoice is not going to get paid at" " the moment, the correct :guilabel:`Payment Way` for the |PPD| invoices is " ":guilabel:`99 - Por Definir` (To define)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 -msgid "Payment flow" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:394 -msgid "" -"In both cases, the payment process in Odoo :doc:`is the same " -"`, the main difference " -"would be that payments related to |PPD| invoices trigger the creation of a " -"document type \"P\" (Pago)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:398 -msgid "" -"If a payment is related to a |PUE| invoice, it can be registered with the " -"wizard and be associated with the corresponding invoice. Its status will be " -":guilabel:`In Payment` since the payment is effectively validated when it is" -" bank reconciled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:405 -msgid "" -"While this process is the same for PPD invoices, the addition of the " -"creation of an :doc:`electronic document " -"` " -"means that some additional requirements are needed to correctly send the " -"document to the SAT." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 -msgid "" -"You need to confirm the specific :guilabel:`Payment Way` where you received " -"the payment. Because of this, this field cannot be :guilabel:`99 - Por " -"Definir` (To Define)." +msgid "Payment flow" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:411 msgid "" -"If you are going to add a bank account to the customer in the " -":guilabel:`Accounting` tab of their contact, it needs to have a valid " -"number." +"In both cases, the payment process in Odoo :doc:`is the same " +"<../accounting/customer_invoices>`, the main difference being payments " +"related to |PPD| invoices trigger the creation of a document type \"P\" " +"(Pago)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:415 msgid "" +"If a payment is related to a |PUE| invoice, it can be registered with the " +"wizard, and be associated with the corresponding invoice. To do so, navigate" +" to :menuselection:`Accounting --> Customers --> Invoices`, and select an " +"invoice. Then, click the :guilabel:`Register Payment` button. The invoice " +"status changes to :guilabel:`In Payment`, since the payment is effectively " +"validated when it is bank reconciled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:422 +msgid ":doc:`../accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:424 +msgid "" +"While this process is the same for PPD invoices, the addition of the " +"creating an :doc:`electronic document " +"<../accounting/customer_invoices/electronic_invoicing>` means some " +"additional requirements are needed to correctly send the document to the " +"|SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:428 +msgid "" +"From an invoice, you need to confirm the specific :guilabel:`Payment Way` " +"where you received the payment. Because of this, the :guilabel:`Payment Way`" +" field **cannot** be set as `99 - Por Definir (To Define)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:432 +msgid "" +"If you are going to add a bank account number in the :guilabel:`Accounting` " +"tab of a customer's contact card, it must have a valid account number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:436 +msgid "" "The exact configurations are in the `Anexo 20 of the SAT " "`_. " "Usually, the :guilabel:`Bank Account` needs to be 10 or 18 digits for " "transfers, 16 for credit or debit cards." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:419 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 msgid "" "If a payment is related to a signed invoice with the :guilabel:`Payment " "Policy` `PPD`, Odoo generates the corresponding payment complement " -"automatically once you press :guilabel:`Process Now`." +"automatically, once you click :guilabel:`Process Now`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "CFDI (4.0) E-invoicing service process payment now message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:426 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 msgid "" -"A payment in MXN cannot be used to pay multiple invoices in USD. Rather, the" -" payment should be separated into multiple payments created using the " +"A payment in MXN **cannot** be used to pay multiple invoices in USD. " +"Instead, the payment should be separated into multiple payments, using the " ":guilabel:`Register Payment` button on the corresponding invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:431 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:454 msgid "Invoice cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:433 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 msgid "" -"It is possible to cancel the EDI documents sent to the SAT. According to the" -" `Reforma Fiscal 2022 `_, since January 1st 2022, there are two requirements for " -"this:" +"It is possible to cancel the EDI documents sent to the |SAT|. According to " +"the `Reforma Fiscal 2022 `_, since January 1st, 2022, there are two " +"requirements for this:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:437 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 msgid "" -"With all cancellation requests, you have to specify a *cancellation reason*." +"With all cancellation requests, you **must** specify a *cancellation " +"reason*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:438 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:461 msgid "" -"After 24 hours have passed, the client must be asked to accept the " -"cancellation." +"After 24 hours have passed since the creation of the invoice, the client " +"**must** be asked to accept the cancellation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:464 msgid "" "There are four different cancellation reasons. In Odoo, you can cancel " "invoices with the reasons *01 Invoices sent with errors with a relation*, " "and *02 Invoices sent with errors without a relation*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:444 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:467 +msgid "" +"The following sections break down the process of canceling invoices for each" +" cancellation reason in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:471 +msgid "" +"Odoo has certain limitations to canceling invoices in the |SAT|: The reasons" +" 03 and 04 (*Operation did not take place* and *Nominative transactions " +"related to a global invoice*, respectively) are not currently supported by " +"Odoo. For this, you need to cancel the invoice directly in the |SAT|, and " +"press :guilabel:`Retry` in the :guilabel:`SAT Status field`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 msgid "01 - invoices sent with errors with a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:446 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 msgid "" -"This cancellation motive has to be used when a new invoice needs to " -"substitute the original one, due to an error in any field." +"This cancellation reason must be used when a new invoice needs to substitute" +" the original one, due to an error in any field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 -msgid "Copy the :guilabel:`Fiscal Folio` of the *old invoice*" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:450 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 msgid "" -"Paste it into the field :guilabel:`CFDI Origin` of the *new invoice*, " -"followed by a `04|`" +"Begin by navigating to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. Copy the :guilabel:`Fiscal Folio` " +"from the old invoice. Then, navigate to the new invoice, and in the " +":guilabel:`CFDI Origin` field, add the value `04|` and paste the " +":guilabel:`Fiscal Folio` of the old invoice after the value. Finally, sign " +"the new document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:451 -msgid "Sign the new document." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:487 +msgid "" +"Next, navigate back to the old invoice, and notice the " +":guilabel:`Substituted By` field is now available. Click the " +":guilabel:`Request EDI Cancellation` button on the old invoice, and then " +"click :guilabel:`Process Now` in the blue section that appears. The invoice " +"status changes to :guilabel:`Canceled`, and a confirmation is logged in the " +"chatter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 +msgid "" +"Now, the invoice should be canceled in the |SAT| as well. You can confirm " +"this was done correctly, by pressing :guilabel:`Retry` in the |SAT| status " +"field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:495 +msgid "" +"If the document was canceled more than 24 hours after its creation, you may " +"need to ask the client to accept the cancellation in their “Buzón " +"Tributario” directly from the `SAT website `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 +msgid "" +"The `04|` is only a code that helps Odoo to perform this process. It has no " +"relation to the method 04 reason for cancellation." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Old invoice with CFDI Origin." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 -msgid "" -"Go back to the *old invoice*, the field :guilabel:`Substituted By` should " -"appear." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:457 -msgid "Click the :guilabel:`Request EDI Cancellation` button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:458 -msgid "" -"As if it were a regular invoice, a blue field then appears on the invoice. " -"Click :guilabel:`Process Now`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 -msgid "" -"The invoice status is moved to :guilabel:`Cancelled` and you receive a " -"confirmation in the chatter." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 01 properly canceled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:466 msgid "" -"Now, the invoice should be canceled in the SAT too. You can confirm that " -"this was done correctly by pressing :guilabel:`Retry` in the SAT status " -"field." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:469 -msgid "" -"If the document was canceled after 24 hours, it is possible that the client " -"must be asked to accept the cancellation in their \"Buzón Tributario\"." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:473 -msgid "" -"The `04|` is only a code that helps Odoo to perform this process. It has no " -"relation to the method 04 reason for cancellation." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 -msgid "02 - invoices sent with errors without a relation" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 -msgid "" -"This cancellation motive has to be used when an invoice was sent with an " -"error in any field and does not need to be replaced by another one." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 -msgid "" -"For this case, all that is required is to click on :guilabel:`Request EDI " -"Cancellation`, and then press click the :guilabel:`Process Now` button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 02 properly canceled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:488 -msgid "" -"As the field :guilabel:`Substituted By` does not exist, the SAT should " -"detect automatically that the cancellation reason is 02." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 -msgid "" -"Odoo has certain limitations to canceling invoices in the SAT: The reasons " -"03 and 04 (*Operation did not take place* and *Nominative transactions " -"related to a global invoice*) are not currently supported by Odoo. For this," -" you need to cancel the invoice directly in the SAT and use a *Server " -"Action*." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:498 -msgid "Payment cancellations" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 -msgid "" -"It is also possible to cancel *Payment Complements*. For this, go to the " -"payment and select :guilabel:`Request EDI Cancellation`. As with invoices, a" -" blue button will appear. Select :guilabel:`Process now`, and the document " -"will be sent to the SAT. After a few seconds, you can press " -":guilabel:`Retry` to confirm the current SAT status." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:505 -msgid "The payment moves their status to :guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:508 -msgid "" -"Just like invoices, when you create a new *Payment Complement*, you can add " -"the relation of the original document by adding a `04|` plus the fiscal " -"folio." +"Invoice with the Substituted By field referencing the CFDI Origin invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:512 -msgid "Invoicing special use cases" +msgid "02 - invoices sent with errors without a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:515 -msgid "CFDI to public" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:514 +msgid "" +"This cancellation reason has to be used when an invoice was sent with an " +"error in any field, and does not need to be replaced by another one." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:517 msgid "" +"For this case, navigate to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. From here, the only requirement is to" +" click the :guilabel:`Request EDI Cancellation` button, and then click the " +":guilabel:`Process Now` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:521 +msgid "" +"Because the field :guilabel:`Substituted By` does not appear when using this" +" cancellation reason, the |SAT| should automatically detect that the " +"cancellation reason is 02." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:525 +msgid "Payment cancellations" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:527 +msgid "" +"It is also possible to cancel *Payment Complements*. For this, go to the " +"payment, via :menuselection:`Accounting --> Customers --> Payments`, and " +"select :guilabel:`Request EDI Cancellation`. As with invoices, a blue button" +" will appear. Click :guilabel:`Process now`, and the document will be sent " +"to the |SAT|. After a few seconds, you can click :guilabel:`Retry` to " +"confirm the current |SAT| status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:536 +msgid "" +"Just like invoices, when you create a new *Payment Complement*, you can add " +"the relation of the original document, by adding a `04|` plus the fiscal " +"folio in the :guilabel:`CFDI Origin` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:540 +msgid "Invoicing special use cases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:543 +msgid "CFDI to public" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:545 +msgid "" "If the customer you are selling goods or services to does not require an " "invoice, a *CFDI to Public* has to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:520 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:548 msgid "" -"However, if you use the name `PUBLICO EN GENERAL`, an error will be " -"triggered. This is a main change in the CFDI 4.0 that states that invoices " -"with that specific name needs additional fields." +"If you use the :guilabel:`Customer` name `PUBLICO EN GENERAL`, an error will" +" be triggered. This is a main change in the CFDI 4.0 that requires invoices " +"with that specific name to need additional fields, which Odoo does not " +"currently support. So, for a *CFDI to Public* to be created, you need to add" +" any name to your customer that is **not** `PUBLICO EN GENERAL`. (For " +"example: `CLIENTE FINAL`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:523 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:553 msgid "" -"Odoo currently does not support this. So for a *CFDI to Public* to be " -"created, you need to add any name to your customer that is not `PUBLICO EN " -"GENERAL`. (For example `CLIENTE FINAL`)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:526 -msgid "" -"In addition to this, the zip code of your company, and the generic " -":guilabel:`RFC` ``XAXX010101000`` are needed. The :guilabel:`Fiscal Regime` " -"of your customer must be `Sin obligaciones fiscales`." +"In addition to this, it is required that the :guilabel:`ZIP` code of your " +"company is added, the generic |RFC| is set as `XAXX010101000`, and the " +":guilabel:`Fiscal Regime` of your customer must be set as: `Sin obligaciones" +" fiscales`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "CFDI to Public Error." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:535 -msgid "" -"The main currency in Mexico is MXN. While this is mandatory for all Mexican " -"companies, it is possible to send and receive invoices and payments in " -"different currencies. To do this, you can enable the use of " -":doc:`multicurrency " -"`. And select " -":guilabel:`Mexican Bank` as the service in :menuselection:`Accounting --> " -"Settings --> Currency`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:541 -msgid "" -"This way, in the XML file of the document you get the correct exchange rate " -"and the total amount both in the foreign currency and in MXN." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:544 -msgid "" -"It is highly recommended to use :doc:`a bank account for each currency " -"`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Multi-currency configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:551 -msgid "" -"The only currencies that automatically update their exchange rate daily are " -"USD, EUR, GBP, and JPY." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:555 -msgid "Down payments" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:557 -msgid "" -"There can be cases where you receive a payment in advance from a customer, " -"that needs to be applied to an invoice later. In order to do this in Odoo, " -"it is required to properly link invoices to each other with the " -":guilabel:`CFDI Origin` field." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:561 -msgid "" -"It is necessary to have the :doc:`Sales ` app " -"installed." +msgid "CFDI to Public Customer field configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:564 msgid "" +"The main currency in Mexico is MXN. While this is mandatory for all Mexican " +"companies, it is possible to send and receive invoices (and payments) in " +"different currencies. To enable the use of :doc:`multicurrency " +"<../accounting/get_started/multi_currency>`, navigate to the " +":menuselection:`Accounting --> Settings --> Currencies`, and set " +":guilabel:`Mexican Bank` as the :guilabel:`Service` in the " +":guilabel:`Automatic Currency Rates` section. Then, set the " +":guilabel:`Interval` field to the frequency you wish to update the exchange " +"rates." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +msgid "" +"This way, the XML file of the document will have the correct exchange rate, " +"and the total amount, in both the foreign currency and in MXN." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +msgid "" +"It is highly recommended to use :doc:`a bank account for each currency " +"<../accounting/bank/foreign_currency>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:578 +msgid "" +"The only currencies that automatically update their exchange rate daily are:" +" USD, EUR, GBP, and JPY." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Multi-currency configuration in the Accounting settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:586 +msgid "Down payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +msgid "" +"There can be cases where you receive a payment in advance from a customer " +"that needs to be applied to an invoice later. In order to do this in Odoo, " +"it is required to properly link invoices to each other with the " +":guilabel:`CFDI Origin` field. To do so, it is necessary to have the " +":doc:`Sales <../../sales>` app installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +msgid "" "`The official documentation for registration of down payments in Mexico " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:567 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:597 msgid "" "First, navigate to the :menuselection:`Sales` app to create a product " -"`Anticipo` and configure it: the :guilabel:`Product Type` must be " -":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` `84111506 " -"Servicios de facturación`." +"`Anticipo` and configure it. The :guilabel:`Product Type` must be " +":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` must be: " +"`84111506 Servicios de facturación`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:601 msgid "" "Then, go to :menuselection:`Sales --> Settings --> Invoicing --> Down " -"Payments` and add the product as the default." +"Payments`, and add the *Anticipo* product as the default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 msgid "" "Create a sales order with the total amount, and create a down payment " "(either using a percentage or fixed amount). Then, sign the document, and " ":guilabel:`Register the Payment`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:577 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:607 msgid "" "When the time comes for the customer to get the final invoice, create it " -"again from the same sales order. In the :guilabel:`Create Invoices` wizard " -"select :guilabel:`Regular Invoice` and uncheck :guilabel:`Deduct down " +"again from the same sales order. In the :guilabel:`Create Invoices` wizard, " +"select :guilabel:`Regular Invoice`, and uncheck :guilabel:`Deduct down " "payments`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:581 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:611 msgid "" -"Then, copy the :guilabel:`Fiscal Folio` from the first invoice and paste it " -"into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " -"`07|`. Sign the document." +"Then, copy the :guilabel:`Fiscal Folio` from the first invoice, and paste it" +" into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " +"`07|` before the value. Then, sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:584 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:615 msgid "" "After this, create a credit note for the first invoice. Copy the " -":guilabel:`Fiscal Folio` from the second invoice and paste it in the " -":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Sign " -"the document." +":guilabel:`Fiscal Folio` from the second invoice, and paste it in the " +":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Then, " +"sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:619 msgid "" "With this, all electronic documents are linked to each other. The final step" " is to fully pay the new invoice. At the bottom of the new invoice, you can " -"find :guilabel:`Outstanding credits` in the credit note, add it as payment. " -"Finally, register the remaining amount with the :guilabel:`Register Payment`" -" wizard." +"find the credit note in the :guilabel:`Outstanding credits` - add it as " +"payment. Finally, register the remaining amount with the :guilabel:`Register" +" Payment` wizard." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 msgid "External trade" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:596 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:627 msgid "" "The external trade is a complement to a regular invoice that adds certain " -"values in both the XML and PDF, according to `SAT regulations " -"`_." +"values in both the XML and PDF, to invoices with a foreign customer " +"according to `SAT regulations " +"`_," +" such as:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:600 -msgid "" -"This adds certain mandatory fields to invoices with a foreign customer, such" -" as:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:602 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:631 msgid "The specific address of the receiver and the sender" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:603 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:632 msgid "" "The addition of a :guilabel:`Tariff Fraction` that identifies the type of " "product" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 msgid "" "The correct :guilabel:`Incoterm` (International Commercial Terms), among " -"others." +"others (*certificate of origin* and *special units of measure*)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:606 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:636 msgid "" "This allows the correct identification of exporters and importers, in " "addition to expanding the description of the merchandise sold." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:609 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:639 msgid "" -"Since January 1st, 2018, it is a requirement for taxpayers who carry export " -"operations of A1 type. While the current CFDI is 4.0, the external trade is " -"currently on version 1.1" +"Since January 1, 2018, external trade is a requirement for taxpayers, who " +"carry export operations of type A1. While the current CFDI is 4.0, the " +"external trade is currently on version 1.1" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:612 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:642 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended` " "and :guilabel:`l10n_mx_edi_extended_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:616 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 msgid "" -"Before installing, make sure first that your business needs to use this " -"feature. Consult your accountant first if needed before doing any " -"modification." +"Before installing, make sure your business needs to use this feature. " +"Consult your accountant first, if needed, before installing any modules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:655 msgid "" -"While the CFDI 4.0 requirements ask you to add a valid zip code in your " -"contact, the external trade complement adds as a mandatory field the " -":guilabel:`City` and the :guilabel:`State`. All three fields must coincide " -"with the `Official SAT Catalog `_ or you will receive an " -"error." +"To configure your company contact for external trade, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select your " +":guilabel:`Company`. While the CFDI 4.0 requirements ask you to add a valid " +":guilabel:`ZIP` code in your contact, the external trade complement adds the" +" requirement that your :guilabel:`City` and the :guilabel:`State` must also " +"be valid. All three fields must coincide with the `Official SAT Catalog " +"`_, or you will receive an error." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:630 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 msgid "" -"Add the :guilabel:`City` and :guilabel:`State` in the company's contract, " +"Add the :guilabel:`City` and :guilabel:`State` in the company's *contact*, " "not in the company itself. You can find your company's contact in " -":menuselection:`Accounting --> Customers --> Customers`" +":menuselection:`Accounting --> Customers --> Customers`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:634 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:666 msgid "" "The fields :guilabel:`Locality` and :guilabel:`Colony Code` are optional and" " can be added in the company directly in :menuselection:`Settings --> " -"General Settings --> Companies`. These two have to coincide with the data in" -" the SAT." +"General Settings --> Companies`. These two fields have to coincide with the " +"data in the |SAT|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Optional External Trade Company fields." +msgid "Optional external trade company fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:641 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:674 msgid "" -"The contact data for the foreign receiving client must have the following " -"fields completed to avoid errors:" +"To configure the contact data for a foreign receiving client, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select the " +"foreign client's contact. The contact must have the following fields " +"completed to avoid errors:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:644 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:678 msgid "" "The entire company :guilabel:`Address`, including a valid :guilabel:`ZIP` " "code and the foreign :guilabel:`Country`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:680 msgid "" "The format of the foreign :guilabel:`VAT` (tax identification number, for " "example: Colombia `123456789-1`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:648 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:682 msgid "" "In the :guilabel:`MX EDI` tab, you need to address if the customer receives " "goods for a period of time temporarily (:guilabel:`Temporary`) or " "permanently (:guilabel:`Definitive`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:686 msgid "" -"If you create this contact based in another from Mexico, make sure that you " -"delete any information in the field :guilabel:`Fiscal Regime`. Do not use " -":guilabel:`No Tax Breakdown` either." +"If the new contact was created by duplicating another existing contact from " +"Mexico, make sure to delete any carried over information from the " +":guilabel:`Fiscal Regime` field. In addition, do not enable the " +":guilabel:`No Tax Breakdown` option. Selecting this option hides mandatory " +"fields that are required for external trade contact configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Customer fields." +msgid "Required external trade customer fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:658 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:696 msgid "" -"In the resulting XML and PDF, the :guilabel:`VAT` is automatically replaced " -"by the generic VAT for abroad transactions: `XEXX010101000`." +"In the resulting XML and PDF files, the :guilabel:`VAT` is automatically " +"replaced by the generic VAT for abroad transactions: `XEXX010101000`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:664 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:702 msgid "" -"All products involved with external trade must fill four fields, two of them" -" exclusive to this feature." +"All products involved with external trade have four fields that are " +"required, two of them exclusive to external trade." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:667 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:705 msgid "" "The :guilabel:`Internal Reference` of the product is in the " ":guilabel:`General Information` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:668 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 msgid "The :guilabel:`Weight` of the product must be more than `0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:669 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:707 msgid "" "The `correct `_" " :guilabel:`Tariff Fraction` of the product in the :guilabel:`Accounting` " "tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:671 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:709 msgid "" "The :guilabel:`UMT Aduana` corresponds to the :guilabel:`Tariff Fraction`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Product fields." +msgid "Required external trade product fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:677 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:716 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `01`, the correct " ":guilabel:`UMT Aduana` is `kg`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:679 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:718 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `06`, the correct " ":guilabel:`UMT Aduana` is `Units`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:683 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 msgid "Invoicing flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:724 msgid "" "Before creating an invoice, it is important to take into account that " "external trade invoices require to convert the amounts of your product into " -"USD. Therefore, we need to have :doc:`multicurrency enabled " -"` and activate " -"USD in the :guilabel:`Currencies` section. The correct :guilabel:`Service` " -"to run is :guilabel:`Mexican Bank`." +"USD. Therefore, :doc:`multicurrency " +"<../accounting/get_started/multi_currency>` **must** be enabled and *USD* " +"**must** be activated in the :guilabel:`Currencies` section. The correct " +":guilabel:`Service` to run is :guilabel:`Mexican Bank`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 msgid "" -"With the correct exchange rate set up in :menuselection:`Accounting --> " -"Settings --> Currency`, the only fields left are :guilabel:`Incoterm` and " -":guilabel:`Certificate Source` in the :guilabel:`Other Info` tab. The latter" -" is optional." +"Then, with the correct exchange rate set up in :menuselection:`Accounting " +"--> Settings --> Currency`, the only fields left are :guilabel:`Incoterm` " +"and the optional :guilabel:`Certificate Source` in the :guilabel:`Other " +"Info` tab." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "External Trade Other Info." +msgid "External trade Other Info tab of a product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:698 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:738 msgid "" -"Sign the invoice with the same process as a regular one: Press the " -":guilabel:`Process Now` button." +"Finally, sign the invoice with the same process as a regular invoice, and " +"click the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:701 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:742 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:703 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:744 msgid "" "A `Carta Porte `_ is a bill of lading: a document that states the type, quantity, " "and destination of goods being carried." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:747 msgid "" "On December 1st, 2021, version 2.0 of this CFDI was implemented for all " "transportation providers, intermediaries, and owners of goods. Odoo is able " -"to generate a document type \"T\" (Traslado) which, unlike other documents, " -"is created in a delivery order instead of an invoice or payment." +"to generate a document type \"T\" (Traslado), which, unlike other documents," +" is created in a delivery order instead of an invoice or payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:710 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 msgid "" -"Odoo can create XML and PDF files with or without ground transport and can " -"process materials that are treated as *Dangerous Hazards*." +"Odoo can create XML and PDF files with (or without) ground transport, and " +"can process materials that are treated as *Dangerous Hazards*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:713 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended`, " ":guilabel:`l10n_mx_edi_extended_40`, :guilabel:`l10n_mx_edi_stock` and " ":guilabel:`l10n_mx_edi_stock_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:717 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 msgid "" "In addition to this, it is necessary to have the :doc:`Inventory " -"` and :doc:`Sales " -"` apps configured." +"<../../inventory_and_mrp/inventory>` and :doc:`Sales <../../sales/sales>` " +"apps installed, as well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 msgid "" -"Odoo does not support Carta Porte type \"I\" (Ingreso), air, or marine " -"transport. Consult your accountant first if this feature is needed before " -"doing any modifications." +"Odoo does not support Carta Porte type document type \"I\" (Ingreso), air, " +"or marine transport. Consult your accountant first if this feature is needed" +" before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:728 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:768 msgid "Odoo manages two different types of CFDI:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:770 msgid "" -"**No Federal Highways**: It is used when the *Distance to Destination* is " -"`less than 30 KM " +"**No Federal Highways**: Is used when the *Distance to Destination* is `less" +" than 30 KM " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:732 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:772 msgid "" -"**Federal Transport**: It is used when the *Distance to Destination* exceeds" -" 30 KM." +"**Federal Transport**: Is used when the *Distance to Destination* exceeds 30" +" KM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:734 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:774 msgid "" -"Other than the standard requirements of regular invoicing (The RFC of the " -"customer, the UNSPSC code...), if you are using *No Federal Highways*, no " -"external configuration is needed." +"Other than the standard requirements of regular invoicing (The |RFC| of the " +"customer, the UNSPSC code, etc.), if you are using *No Federal Highways*, no" +" external configuration is needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:737 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:777 msgid "" "For *Federal Transport*, several configurations have to be added to " "contacts, vehicle setups, and products. Those configurations are added to " "the XML and PDF files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:781 msgid "Contacts and vehicles" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:743 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:783 msgid "" -"Like with the external trade feature, the address in both your company and " -"your final customer has to be complete. The zip code, city, and state must " -"coincide with the `Official SAT Catalog `_" +"Like the external trade feature, the :guilabel:`Address` in both the company" +" and the final customer must be complete. The :guilabel:`ZIP` code, " +":guilabel:`City`, and :guilabel:`State` must coincide with the `Official SAT" +" Catalog for Carta Porte _`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:748 -msgid "The field :guilabel:`Locality` is optional for both addresses." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:788 +msgid "The field, :guilabel:`Locality`, is optional for both addresses." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Contacts." +msgid "Delivery guide contact configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:795 msgid "" "The origin address used for the delivery guide is set in " ":menuselection:`Inventory --> Configuration --> Warehouses Management --> " @@ -27053,7 +27586,7 @@ msgid "" "change it according to your correct warehouse address." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:799 msgid "" "Another addition to this feature is the :guilabel:`Vehicle Setups` menu " "found in :menuselection:`Inventory --> Settings --> Mexico`. This menu lets " @@ -27061,153 +27594,170 @@ msgid "" "order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:803 msgid "All fields are mandatory to create a correct delivery guide." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:806 +msgid "" +"The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, " +"must contain between 5 to 7 characters." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:809 +msgid "" +"In the :guilabel:`Intermediaries` section, you must add the operator of the " +"vehicle. The only mandatory fields for this contact are the :guilabel:`VAT` " +"and :guilabel:`Operator Licence`." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Vehicle Configurations required fields." +msgid "Delivery guide vehicle configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:767 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:819 msgid "" -"In the :guilabel:`Intermediaries` section, you need to add the operator of " -"the vehicle. The only mandatory fields for this contact are the " -":guilabel:`VAT` and :guilabel:`Operator Licence`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:773 -msgid "" -"Like with regular invoicing, all products must have a :guilabel:`UNSPSC " +"Similar to regular invoicing, all products must have a :guilabel:`UNSPSC " "category`. In addition to this, there are two extra configurations for " "products involved in delivery guides:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:776 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 msgid "" "The :guilabel:`Product Type` must be set as :guilabel:`Storable Product` for" " stock movements to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:778 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 msgid "" "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` should have " -"more than 0." +"more than `0`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +msgid "" +"Creating a delivery guide of a product with the value `0` will trigger an " +"error. As the :guilabel:`Weight` has been already stored in the delivery " +"order, it is needed to return the products, and create the delivery order " +"(and delivery guide) again with the correct amounts." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Product Configurations." +msgid "Delivery guide product configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:784 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 msgid "Sales and inventory flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:786 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:838 msgid "" "To create a delivery guide, first, you need to create and confirm a sales " -"order. This generates a :guilabel:`Delivery` smart button. Press it and " -":guilabel:`Validate` the transfer." +"order from :menuselection:`Sales --> Sales Order`. This generates a " +":guilabel:`Delivery` smart button. Click it, and :guilabel:`Validate` the " +"transfer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:789 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 msgid "" -"After the status is set to :guilabel:`Done`, you can edit the transfer and " +"After the status is set to :guilabel:`Done`, you can edit the transfer, and " "select the :guilabel:`Transport Type` (either :guilabel:`No Federal " "Highways` or :guilabel:`Federal Transport`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:793 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:846 msgid "" "If your delivery guide has the type :guilabel:`No Federal Highways`, you can" -" save the transfer and then press :guilabel:`Generate Delivery Guide`. The " +" save the transfer, and then click :guilabel:`Generate Delivery Guide`. The " "resulting XML can be found in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:797 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:850 msgid "" "Other than the :guilabel:`UNSPSC` in all products, delivery guides that use " ":guilabel:`No Federal Highways` do not require any special configuration to " "be sent to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:800 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:853 msgid "" -"If your delivery guide has the type :guilabel:`Federal Transport`, the tab " -":guilabel:`MX EDI` appears. In there, write a value in :guilabel:`Distance " -"to Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle " -"Setup` used for this delivery." +"If your delivery guide has the type, :guilabel:`Federal Transport`, the tab " +":guilabel:`MX EDI` appears. There, enter a value in :guilabel:`Distance to " +"Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle Setup` " +"used for this delivery." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide MX EDI tab configuration." +msgid "Delivery guide MX EDI tab configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:808 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 msgid "Dangerous hazards" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:810 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 msgid "" "Certain values in the :guilabel:`UNSPSC Category` are considered in the " "`official SAT catalog " "`_" -" as dangerous hazards. These categories need additional considerations when " -"creating a delivery guide with :guilabel:`Federal Transport`." +" as *dangerous hazards*. These categories need additional considerations " +"when creating a delivery guide with :guilabel:`Federal Transport`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:815 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:869 msgid "" -"In the product, the fields :guilabel:`Hazardous Material Designation Code " -"(MX)` and :guilabel:`Hazardous Packaging (MX)` must be filled with the " -"correct code from the |SAT| catalog." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:818 -msgid "" -"In the vehicle setup, the data from the :guilabel:`Environment Insurer` and " -":guilabel:`Environment Insurance Policy` has to be filed too." +"First, select your product from :menuselection:`Inventory --> Products --> " +"Products`. Then, in the :guilabel:`Accounting` tab, the fields " +":guilabel:`Hazardous Material Designation Code (MX)` and " +":guilabel:`Hazardous Packaging (MX)` must be filled with the correct code " +"from the |SAT| catalog." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide environment required fields." +msgid "Delivery guide hazardous material product required fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:877 msgid "" -"After this, continue with the regular process to create a delivery guide." +"In :menuselection:`Inventory --> Settings --> Mexico --> Vehicle Setup`, the" +" data from the :guilabel:`Environment Insurer` and :guilabel:`Environment " +"Insurance Policy` has to be filed, as well. After this, continue with the " +"regular process to create a delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Delivery Guide environment insurer required fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 msgid "Customs numbers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:829 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:888 msgid "" "A *customs declaration* (Pedimento Aduanero) is a fiscal document that " "certifies that all contributions to the fiscal entity (the |SAT|) has been " -"paid, for the import/export of goods." +"paid for, including the import/export of goods." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:832 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 msgid "" "According to the `Annex 20 " "`_ of CFDI" " 4.0, in documents where the invoiced goods come from a first-hand import " -"operation, the field :guilabel:`Customs Number` needs to be added to all " +"operation, the field, :guilabel:`Customs Number`, needs to be added to all " "lines of products involved with the operation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:896 msgid "" -"For this, the module :guilabel:`l10n_mx_edi_landing` has to be installed, in" -" addition to the :doc:`Inventory " -"`, :doc:`Purchase " -"` and :doc:`Sales " -"` apps configured." +"To do so, the module :guilabel:`l10n_mx_edi_landing` must be installed, in " +"addition to the :doc:`Inventory <../../inventory_and_mrp/inventory>`, " +":doc:`Purchase <../../inventory_and_mrp/purchase>` and :doc:`Sales " +"<../../sales/sales>` apps." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:901 msgid "" "Do not confuse this feature with external trade. The customs numbers are " "directly related to importing goods, while the external trade complement is " @@ -27215,389 +27765,408 @@ msgid "" "needed before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:849 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:908 msgid "" "In order to track the correct customs number for a specific invoice, Odoo " "uses :doc:`landed costs " -"`." +"<../../inventory_and_mrp/inventory/management/reporting/integrating_landed_costs>`." " Go to :menuselection:`Inventory --> Configuration --> Settings --> " -"Valuation`. Make sure that :guilabel:`Landed Costs` is activated." +"Valuation`, and make sure that the :guilabel:`Landed Costs` feature is " +"activated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:854 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 msgid "" -"First, a *service*-type product called `Pedimento` has to be created. In the" -" :guilabel:`Purchase` tab, check :guilabel:`Is a Landed Cost` and select a " -":guilabel:`Default Split Method`." +"Begin by creating a *service*-type product called, `Pedimento`. In the " +":guilabel:`Purchase` tab, activate :guilabel:`Is a Landed Cost`, and select " +"a :guilabel:`Default Split Method`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:857 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 msgid "" -"After this, we need to configure the *storable products* that holds the " -"customs numbers. We need to make sure that the product category has the " -"following configuration:" +"Then, configure the *storable products* that hold the customs numbers. To do" +" so, create the storable products, and make sure the :guilabel:`Product " +"Category` has the following configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:860 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 msgid "" ":guilabel:`Costing Method`: Either :guilabel:`FIFO` or :guilabel:`AVCO`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:861 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:920 msgid ":guilabel:`Inventory Valuation`: :guilabel:`Automated`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:921 msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventario`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:863 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 msgid ":guilabel:`Stock Journal`: :guilabel:`Inventory Valuation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:923 msgid "" ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:865 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 msgid "" ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Storable products configurations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:871 -msgid "Purchase and sales flow" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:873 -msgid "" -"Create a :guilabel:`Purchase Order`, and confirm the order. This should " -"trigger a :guilabel:`Receipt` smart button. Validate the receipt too." +msgid "Storable products general configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs Number Purchase." +msgid "Storable product category configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:879 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:935 +msgid "Purchase and sales flow" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 msgid "" -"Go to :menuselection:`Inventory --> Operations --> Landed Costs` and create " -"a new record. Add the transfer that you just created, and both the product " -"`Pedimento` and :guilabel:`Customs number`." +"After you configure your product, follow the standard :doc:`purchase flow " +"<../../inventory_and_mrp/purchase>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:882 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:940 +msgid "" +"Create a purchase order from :menuselection:`Purchase --> Orders --> " +"Purchase Order`. Then, confirm the order to display a :guilabel:`Receipt` " +"smart button. Click on the :guilabel:`Receipt` smart button to " +":guilabel:`Validate` the receipt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:944 +msgid "" +"Go to :menuselection:`Inventory --> Operations --> Landed Costs`, and create" +" a new record. Add the transfer that you just created, and both: the product" +" `Pedimento` and :guilabel:`Customs number`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 msgid "" "Optionally, you can add a cost amount. After this, validate the landed cost." " Once :guilabel:`Posted`, all products related to that receipt have the " "customs number assigned." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:951 msgid "" -"You can only add the Pedimentos number once, so be careful when associating " -"the correct number with the transfer(s)." +"You can only add the *Pedimentos* number **once**, so be careful when " +"associating the correct number with the transfer(s)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs number Inventory." +msgid "Customs number on a landed costs Inventory record." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:958 msgid "" -"Now, create a sales order and confirm it. This should trigger a " +"Now, create a sales order, and confirm it. This should trigger a " ":guilabel:`Delivery` smart button. Validate it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:895 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:961 msgid "" -"Finally, create an invoice from the sales order and confirm it. The invoice " -"line related to your product has a customs number in it." +"Finally, create an invoice from the sales order, and confirm it. The invoice" +" line related to your product has a customs number in it. This number should" +" match the customs number added in the *Landed Costs* record you created " +"earlier." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Customs number on confirmed sales order product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:902 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:970 msgid "Electronic accounting" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:904 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:972 msgid "" "For Mexico, `Electronic Accounting " "`_ refers to the obligation to keep accounting records and " -"entries through electronic means and to enter accounting information on a " -"monthly basis through the SAT's website." +"entries through electronic means, and to enter accounting information on a " +"monthly basis, through the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:909 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:977 msgid "It consists of three main XML files:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:911 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:979 msgid "" "The updated list of the chart of accounts that you are currently using." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:912 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:980 msgid "" -"A monthly trial balance, plus a closing entry report also known as *Trial " +"A monthly trial balance, plus a closing entry report, also known as: *Trial " "Balance Month 13*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 msgid "" -"Either optional or for a compulsory audit, an export of the journal entries " -"in your general ledger." +"Either optional, or for a compulsory audit, an export of the journal entries" +" in your general ledger." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 msgid "" "The resulting XML files follow the requirements of the `Anexo Técnico de " "Contabilidad Electrónica 1.3 " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:987 msgid "" "In addition to this, you can generate the `DIOT " "`_: A report of vendor's " -"journal entries that involves IVA taxes that can be exported in :file:`.txt`" -" file." +"journal entries that involve IVA taxes that can be exported in a " +":file:`.txt` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:992 msgid "" "In order to use these reports, the modules :guilabel:`l10n_mx_reports`, " ":guilabel:`l10n_mx_reports_closing`, :guilabel:`l10n_mx_xml_polizas` and " ":guilabel:`l10n_mx_xml_polizas_edi` have to be installed, as well as the " -":doc:`Accounting `." +":doc:`Accounting <../accounting/get_started>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:929 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 msgid "" -"You can find all of those reports in :menuselection:`Accounting --> " -"Reporting --> Mexico`." +"You can find the *Chart of accounts*, *Trial Balance Month 13*, and *DIOT* " +"reports in :menuselection:`Accounting --> Reporting --> Mexico`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 msgid "" "The specific characteristics and obligations of the reports that you send " "might change according to your fiscal regime. Always contact your accountant" " before sending any documents to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 -msgid "Catálogo de cuentas (chart of accounts)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:939 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 msgid "" -"The :doc:`chart of accounts " -"` in México " -"follows a specific pattern based in SAT's `Código agrupador de cuentas " +"The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` " +"in México follows a specific pattern based on |SAT|'s' `Código agrupador de " +"cuentas " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:943 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1014 msgid "" -"You can create any account as long as it respects |SAT|'s encoding group, " -"This pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." +"You can create any account, as long as it respects |SAT|'s encoding group: " +"the pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 msgid "Some examples are `102.01.99` or `401.01.001`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:949 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1020 msgid "" -"When you create a new account in :menuselection:`Accounting --> " -"Configuration --> Chart of Accounts`, if you follow this pattern, you get " -"the correct grouping code in :guilabel:`Tags`, and your account appears in " -"the COA report." +"When a new account is created in :menuselection:`Accounting --> " +"Configuration --> Chart of Accounts`, with the |SAT| encoding group pattern," +" the correct grouping code appears in :guilabel:`Tags`, and your account " +"appears in the *COA* report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:953 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 msgid "" -"Once you created all your accounts, and made sure that you put the correct " -":guilabel:`Tags` in them." +"Once you create all your accounts, make sure the correct :guilabel:`Tags` " +"are added." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:956 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1027 msgid "" "You cannot use any pattern that ends a section with a 0 (such as " "`100.01.01`, `301.00.003` or `604.77.00`). This triggers errors in the " "report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:959 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1030 msgid "" -"Once all is set up, you can go to :menuselection:`Accounting --> Reporting " -"--> Mexico --> COA` and press the button :guilabel:`SAT (XML)`." +"Once everything is set up, you can go to :menuselection:`Accounting --> " +"Reporting --> Mexico --> COA`, and click the :guilabel:`SAT (XML)` button to" +" generate an XML file containing all of your accounts, which will be ready " +"to upload to the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:963 -msgid "Balanza de comprobación (trial balance)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:965 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 msgid "" "The trial balance reports the initial balance, credit, and total balance of " -"your accounts, provided that you added their correct encoding group." +"your accounts, provided that you added their correct :ref:`encoding group " +"`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:968 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1040 msgid "" -"This report can be generated monthly, and an XML file version is created if " -"you go to :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance` and press the button :guilabel:`SAT (XML)`. Select the month you " -"want to download beforehand." +"This report can be generated monthly, and a corresponding XML file is " +"created, if you go to :menuselection:`Accounting --> Reporting --> Mexico " +"--> Trial Balance`, and click the :guilabel:`SAT (XML)` button. Select the " +"month you want to download beforehand." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Report." +msgid "Trial balance report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:976 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1049 msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:978 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1051 msgid "" "An additional report is the *Month 13*: a closing balance sheet that shows " "any adjustments or movements made in the accounting to close the year." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1054 msgid "" -"In order to be able to generate this XML document, you have to go to " -":menuselection:`Accounting --> Accounting --> Miscellaneous --> Journal " -"Entries` and create a new document. Here, you can add all amounts that you " -"want to modify, and you can balance the debit and/or credit of each one." +"To generate this XML document, navigate to :menuselection:`Accounting --> " +"Accounting --> Miscellaneous --> Journal Entries`, and create a new " +"document. Here, add all amounts to modify, and balance the debit and/or " +"credit of each one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:985 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1058 msgid "" -"After this is done, press :guilabel:`Mark as Closing Entry`, and the report " +"After this is done, click :guilabel:`Mark as Closing Entry`, and the report " "found in :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance Month 13` contains the total amount of the year, plus all the " +"Balance Month 13`, contains the total amount of the year, plus all the " "additions of the journal entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:989 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1062 msgid "" -"You can generate the XML file by pressing the button :guilabel:`SAT (XML)`." +"The XML file is generated by pressing the :guilabel:`SAT (XML)` button." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Month 13 Setup." +msgid "Trial Balance Month 13 setup." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:995 -msgid "Pólizas (general ledger)" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Trial Balance Month 13 report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1075 msgid "" -"By law, all transactions in Mexico must be recorded digitally. Because Odoo " +"By law, all transactions in Mexico must be recorded digitally. Since Odoo " "automatically creates all the underlying journal entries of your invoicing " -"and payments, you can export your journal entries to comply with SAT's " -"audits or tax refunds." +"and payments, you can export your journal entries to comply with |SAT|'s " +"audits and/or tax refunds." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1080 msgid "" -"This XML file is created in :menuselection:`Accounting --> Reporting --> " -"Audit Reports --> General Ledger`." +"You can filter by period, or by journal, according to your current needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1005 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 msgid "" -"You can filter by period or by journal, according to your current needs." +"To create the XML, go to :menuselection:`Accounting --> Reporting --> Audit " +"Reports --> General Ledger`, and click :guilabel:`XML (Polizas)`. Here, you " +"can select between four types of :guilabel:`Export` types:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1007 -msgid "" -"After you press :guilabel:`XML (Polizas)`, a wizard appears. In here, you " -"can select between four types of :guilabel:`Export type`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1086 +msgid ":guilabel:`Tax audit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1087 +msgid ":guilabel:`Audit certification`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1088 +msgid ":guilabel:`Return of goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1089 +msgid ":guilabel:`Compensation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1091 msgid "" -"For :guilabel:`Tax audit` or :guilabel:`Audit certification`, you need to " -"write the :guilabel:`Order Number` provided by the |SAT| for " -":guilabel:`Return of goods` or :guilabel:`Compensation`, you need to write " +"For :guilabel:`Tax audit`, or :guilabel:`Audit certification`, you need to " +"write the :guilabel:`Order Number` provided by the |SAT|. For " +":guilabel:`Return of goods`, or :guilabel:`Compensation`, you need to write " "your :guilabel:`Process Number`, also provided by the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Types of Polizas." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1097 msgid "" "If you want to see this report without sending it, use `ABC6987654/99` for " ":guilabel:`Order Number` and `AB123451234512` for :guilabel:`Process " "Number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1022 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1101 msgid "DIOT report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1103 msgid "" "The DIOT (Declaración Informativa de Operaciones con Terceros / *Informative" " Declaration of Operations with Third Parties*) is an additional obligation " -"with the |SAT|, where we give the current status of our creditable and non-" -"creditable payments, withholdings and refunds of VAT from your vendor bills." +"with the |SAT|, where the current status of creditable and non-creditable " +"payments, withholdings, and refunds of VAT from your vendor bills, are " +"provided to the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1029 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1108 msgid "" -"Unlike other reports, this is uploaded to a software provided by the |SAT| " -"that contains the A-29 form. In Odoo, you can download the records of your " -"transactions in a :file:`.txt` file that you can upload to the form, " +"Unlike other reports, the |DIOT| is uploaded to a software provided by the " +"|SAT| that contains the A-29 form. In Odoo, you can download the records of " +"your transactions as a :file:`.txt` file that can be uploaded to the form, " "avoiding direct capture of this data." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1033 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1112 msgid "" -"This file contains the total amount of your payments registered in vendor " -"bills, broken down into the corresponding types of IVA. The :guilabel:`VAT` " -"and :guilabel:`Country` is mandatory for all vendors." +"The transactions file contains the total amount of your payments registered " +"in vendor bills, broken down into the corresponding types of IVA. The " +":guilabel:`VAT` and :guilabel:`Country` is mandatory for all vendors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1116 msgid "" -"To get the report, go to :menuselection:`Accounting --> Reports --> Mexico " -"--> Transactions with third parties [DIOT]`. Select the month that suits " -"you, and press :guilabel:`DIOT (TXT)` to download the :file:`.txt` file." +"To get the |DIOT| report, go to :menuselection:`Accounting --> Reports --> " +"Mexico --> Transactions with third parties [DIOT]`. Select the month that " +"suits you, and click :guilabel:`DIOT (TXT)` to download the :file:`.txt` " +"file." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example." +msgid "A Vendor Bill that is In Payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1045 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "DIOT (TXT) download button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1129 msgid "" -"You need to fill the field :guilabel:`L10N Mx Type of Operation` in the " +"You need to fill the field, :guilabel:`L10N Mx Type of Operation`, in the " ":guilabel:`Accounting` tab of each one of your vendors to prevent validation" " errors. Make sure that your foreign customers have their country set up for" " :guilabel:`L10N Mx Nationality` to appear automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example contact." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:0 +msgid "DIOT information on a vendor contact." msgstr "" #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:3 @@ -30361,7 +30930,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 #: ../../content/applications/finance/payment_acquirers/ogone.rst:9 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:93 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:98 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 msgid ":ref:`payment_acquirers/add_new`" @@ -30373,7 +30942,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:51 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:162 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:167 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 #: ../../content/applications/finance/payment_acquirers/stripe.rst:133 msgid ":doc:`../payment_acquirers`" @@ -31409,7 +31978,7 @@ msgstr "" "afișată, etc." #: ../../content/applications/finance/payment_acquirers/ogone.rst:99 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:95 msgid "Settings in Odoo" msgstr "Setări în Odoo" @@ -31443,10 +32012,19 @@ msgid "" msgstr "" #: ../../content/applications/finance/payment_acquirers/paypal.rst:9 +msgid "" +"While PayPal is available in `over 200 countries/regions " +"`_, only `a selection " +"of currencies are supported " +"`_." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/paypal.rst:14 msgid "Settings in PayPal" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:16 msgid "" "To access your PayPal account settings, log into PayPal, open the " ":guilabel:`Account Settings`, and open the :guilabel:`Website payments` " @@ -31457,24 +32035,24 @@ msgstr "" msgid "PayPal account menu" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:19 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:24 msgid "" "Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return " "`, :ref:`PDT `, and :ref:`IPN ` " "**must** all be enabled." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:25 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:30 msgid "Auto Return" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:27 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:32 msgid "" "The **Auto Return** feature automatically redirects customers to Odoo once " "the payment is processed." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:29 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:34 msgid "" "From :guilabel:`Website payments`, go to :menuselection:`Website preferences" " --> Update --> Auto return for website payments --> Auto return` and select" @@ -31483,17 +32061,17 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:35 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 msgid "" "Any URL does the job. Odoo only needs the setting to be enabled since it " "uses another URL." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:45 msgid "Payment Data Transfer (PDT)" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:42 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 msgid "" ":abbr:`PDT (Payment Data Transfer)` allows to receive payment confirmations," " displays the payment status to the customers, and verifies the authenticity" @@ -31501,7 +32079,7 @@ msgid "" "scroll down to :guilabel:`Payment data transfer` and select :guilabel:`On`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:52 msgid "" "PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return " "` and :ref:`Payment Data Transfer (PDT) ` " @@ -31509,11 +32087,11 @@ msgid "" ":guilabel:`Payment data transfer` to display the token again." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:54 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:59 msgid "Instant Payment Notification (IPN)" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:56 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:61 msgid "" ":abbr:`IPN (Instant Payment Notifications)` is similar to **PDT**, but " "allows for more notifications, such as chargeback notifications. To enable " @@ -31523,11 +32101,11 @@ msgid "" "(Enabled)`, and :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:63 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:68 msgid "PayPal Account Optional" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:65 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:70 msgid "" "We advise not to prompt customers to log in with a PayPal account upon " "payment. It is better and more accessible for customers to pay with a " @@ -31536,11 +32114,11 @@ msgid "" ":guilabel:`PayPal account optional`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:71 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:76 msgid "Payment Messages Format" msgstr "Formatul mesajelor de plata" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:73 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:78 msgid "" "If you use accented characters (or anything other than primary Latin " "characters) for customer names or addresses, then you **must** configure the" @@ -31548,7 +32126,7 @@ msgid "" "not, some transactions fail without notice." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:77 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 msgid "" "To do so, go to `your production account `_. Then, click " @@ -31556,7 +32134,7 @@ msgid "" ":guilabel:`UTF-8`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:87 msgid "" "For Encrypted Website Payments & EWP_SETTINGS error, please check the " "`Paypal documentation `_." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:85 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 msgid "" "Configure your :ref:`Paypal Sandbox account `, then follow " "this `link `_ pentru a configura " "formatul de codare in mediul de testare." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:96 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:101 msgid "Credentials" msgstr "Credențiale" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:98 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:103 msgid "" "Odoo needs your **API Credentials** to connect with your PayPal account. To " "do so, go to :menuselection:`Accounting --> Configuration --> Payment " @@ -31593,36 +32171,36 @@ msgid "" "credentials in the :guilabel:`Credentials` tab:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:102 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 msgid ":guilabel:`Email`: the login email address in Paypal;" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:103 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:108 msgid "" ":guilabel:`PDT Identity Token`: the key used to verify the authenticity of " "transactions;" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:104 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 msgid ":guilabel:`Use IPN`: enable for PayPal to work properly in Odoo." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:112 msgid "Save the :guilabel:`PDT Identity Token` for later use." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:114 msgid "" "To set the :guilabel:`PDT Identity Token`, switch to :ref:`developer mode " "` and retrieve the token by following the configuration " "steps at :ref:`paypal/pdt`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:113 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:118 msgid "The PayPal **Merchant ID** is not required in Odoo." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:115 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 msgid "" "If you are trying PayPal as a test, using a :ref:`PayPal Sandbox account " "`, change the :guilabel:`State` to :guilabel:`Test Mode`. We" @@ -31630,25 +32208,25 @@ msgid "" "database." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:125 msgid "Extra fees" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:122 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:127 msgid "" "You can charge **extra fees** to customers choosing to pay with PayPal in " "order to cover the transaction fees PayPal charges you. Once redirected to " "Paypal, your customer sees an extra amount applied to the order amount." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:126 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 msgid "" "To activate this option, go to :menuselection:`Accounting --> Configuration " "--> Payment Acquirers` and select :guilabel:`PayPal`. Then, go to the " ":guilabel:`Fees` tab and tick the :guilabel:`Add Extra Fees` box." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:136 msgid "" "You can refer to `Paypal Fees `_ to set up fees." @@ -31656,7 +32234,7 @@ msgstr "" "Va puteti referi la `Paypal Fees `_ pentru a seta taxele." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:133 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:138 msgid "" "`Traders in the EU " "`_ using " "your PayPal credentials, which creates two sandbox accounts:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:148 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 msgid "" "A business account (to use as merchants, e.g., " "`pp.merch01-facilitator@example.com " "`_);" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:150 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:155 msgid "" "A default personal account (to use as shoppers, e.g., " "`pp.merch01-buyer@example.com `_)." @@ -31695,7 +32273,7 @@ msgstr "" "Un cont personal implicit (pentru a fi folosit ca cumparatori, de ex., " "`pp.merch01-buyer@example.com `_)." -#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:158 msgid "" "Log into PayPal sandbox using the merchant account and follow the same " "configuration instructions. Enter your sandbox credentials in Odoo " @@ -31705,7 +32283,7 @@ msgid "" "rather than your main database." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:159 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:164 msgid "Run a test transaction from Odoo using the sandbox personal account." msgstr "" "Faceti o tranzactie de testare din Odoo folosind contul personal sandbox." diff --git a/locale/ro/LC_MESSAGES/general.po b/locale/ro/LC_MESSAGES/general.po index bb4bf1b16..a370da791 100644 --- a/locale/ro/LC_MESSAGES/general.po +++ b/locale/ro/LC_MESSAGES/general.po @@ -14,7 +14,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" "Last-Translator: Foldi Robert , 2023\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" @@ -4506,11 +4506,8 @@ msgstr "Cumpărare în aplicație (IAP)" msgid "" "In-App Purchases (IAP) gives access to additional services through Odoo. For" " instance, it allows you to send SMS Text Messages or to send Invoices by " -"post directly from my database." +"post directly from your database." msgstr "" -"În cumpărăturile în aplicație (IAP) se obține acces la servicii suplimentare" -" prin Odoo. De exemplu, vă permite să trimiteți mesaje SMS sau să trimiteți " -"facturi prin poștă direct din baza de date." #: ../../content/applications/general/in_app_purchase.rst:9 msgid "Buying Credits" @@ -4519,21 +4516,15 @@ msgstr "Cumpărarea creditelor" #: ../../content/applications/general/in_app_purchase.rst:11 msgid "" "Each IAP Service relies on prepaid credits to work and has its own pricing. " -"To consult my current balance or to recharge my account, go to " +"To consult your current balance or to recharge your account, go to " ":menuselection:`Settings --> Odoo IAP --> View my Services`." msgstr "" -"Fiecare serviciu IAP se bazează pe credite preplătite pentru a funcționa și " -"are propria sa tarifare. Pentru a consulta soldul meu curent sau pentru a " -"reîncărca contul meu, mergeți la :menuselection:`Setări --> Odoo IAP --> " -"Vizualizați serviciile mele`." #: ../../content/applications/general/in_app_purchase.rst:19 msgid "" -"If I am on Odoo Online and have the Enterprise version, I benefit from free " -"credits to test our IAP features." +"If you are on Odoo Online and have the Enterprise version, you benefit from " +"free credits to test our IAP features." msgstr "" -"Dacă sunt pe Odoo Online și am versiunea Enterprise, beneficiaz de credite " -"gratuite pentru a testa funcțiile noastre IAP." #: ../../content/applications/general/in_app_purchase.rst:23 msgid "IAP accounts" @@ -4560,16 +4551,11 @@ msgstr "Portal IAP" #: ../../content/applications/general/in_app_purchase.rst:40 msgid "" -"The IAP Portal is a platform regrouping my IAP Services. It is accessible " +"The IAP Portal is a platform regrouping your IAP Services. It is accessible " "from :menuselection:`Settings app --> Odoo IAP --> View my Services`. From " -"there, I can view my current balance, recharge my credits, review my " -"consumption and set a reminder to when credits are low." +"there, you can view your current balance, recharge your credits and set a " +"reminder when your balance falls below a threshold." msgstr "" -"Portalul IAP este o platformă care reunește serviciile mele IAP. Este " -"accesibil din :menuselection:`Aplicația Setări --> Odoo IAP --> Vizualizați " -"serviciile mele`. De acolo, pot vizualiza soldul meu curent, reîncărca " -"creditul meu, revizui consumul și seta un memento atunci când creditul este " -"scăzut." #: ../../content/applications/general/in_app_purchase.rst:48 msgid "Get notified when credits are low" @@ -4577,58 +4563,12 @@ msgstr "Fiți notificat când creditul este scăzut" #: ../../content/applications/general/in_app_purchase.rst:50 msgid "" -"To be notified when it’s time to recharge my credits, I’ll go to my IAP " -"Portal through :menuselection:`Settings app --> Odoo IAP --> View my " -"Services`, unfold a service and mark the Receive threshold warning option. " -"Then, I’ll provide a minimum amount of credits and email addresses. Now, " -"every time that the limit is reached, an automatic reminder will be sent to " -"by email!" -msgstr "" -"Pentru a fi notificat atunci când este timpul să reîncărcați creditul meu, " -"voi merge la Portalul meu IAP prin :menuselection:`Aplicația Setări --> Odoo" -" IAP --> Vizualizați serviciile mele`, desfășurați un serviciu și marcați " -"opțiunea Avertisment limită primire. Apoi, voi furniza o cantitate minimă de" -" credite și adrese de e-mail. Acum, de fiecare dată când limita este atinsă," -" un memento automat va fi trimis prin e-mail!" - -#: ../../content/applications/general/in_app_purchase.rst:60 -msgid "IAP services available" -msgstr "Servicii IAP disponibile" - -#: ../../content/applications/general/in_app_purchase.rst:62 -msgid "" -"Different services are available depending on the hosting type of your " -"Database:" -msgstr "" -"Diferite servicii sunt disponibile în funcție de tipul de găzduire a bazei " -"de date:" - -#: ../../content/applications/general/in_app_purchase.rst:64 -msgid "" -"*Odoo Online*: only the IAP services provided by Odoo can be used (i.e. the " -"SMS, Snailmail, Reveal and Partner Autocomplete features);" -msgstr "" -"*Odoo Online*: pot fi utilizate doar serviciile IAP furnizate de Odoo (adică" -" funcțiile SMS, Snailmail, Reveal și Autocomplete Partner);" - -#: ../../content/applications/general/in_app_purchase.rst:66 -msgid "" -"*Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by " -"Odoo and by third-party apps can be used." -msgstr "" -"*Odoo.sh și Odoo Enterprise (on-premise)*: pot fi utilizate atât serviciile " -"furnizate de Odoo, cât și de aplicațiile de la terți." - -#: ../../content/applications/general/in_app_purchase.rst:70 -msgid "Offering my own services" -msgstr "Ofertarea propriilor servicii" - -#: ../../content/applications/general/in_app_purchase.rst:72 -msgid "" -"I am more than welcome to offer my own IAP services through Odoo Apps! It is" -" the perfect opportunity to get recurring revenue for an ongoing service use" -" rather than — and possibly instead of — a sole initial purchase. Please, " -"find more information at: :doc:`/developer/howtos/provide_iap_services`." +"To be notified when it’s time to recharge your credits, you can go to your " +"IAP Portal through :menuselection:`Settings app --> Odoo IAP --> View my " +"Services`, unfold a service and check the Receive threshold warning option. " +"Then, you can provide a minimum amount of credits and email addresses. Now, " +"every time that the limit is reached, an automatic reminder will be sent by " +"email!" msgstr "" #: ../../content/applications/general/users.rst:5 diff --git a/locale/ro/LC_MESSAGES/inventory_and_mrp.po b/locale/ro/LC_MESSAGES/inventory_and_mrp.po index ba1f09d63..49bfda522 100644 --- a/locale/ro/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/ro/LC_MESSAGES/inventory_and_mrp.po @@ -9,18 +9,18 @@ # Dragos Vasile, 2023 # Foldi Robert , 2023 # Claudia Baisan, 2023 -# Dorin Hongu , 2023 # Martin Trigaux, 2023 # Hongu Cosmin , 2023 +# Dorin Hongu , 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-09 08:39+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:48+0000\n" -"Last-Translator: Hongu Cosmin , 2023\n" +"Last-Translator: Dorin Hongu , 2023\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -367,38 +367,50 @@ msgstr "" msgid "GS1 barcode nomenclature" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 msgid "" -"`GS1 nomenclature `_ consolidates multiple pieces of" -" information in a single barcode. Each piece needs to follow a specific " -"barcode pattern—which is a defined format of numbers, letters, special " -"characters, and character length—to ensure proper interpretation of the " -"barcode. By scanning the barcode on an unopened box, GS1 nomenclature can " -"identify the product, lot number, number of units contained, and more." +"`GS1 nomenclature `_ consolidates various product " +"and supply chain data into a single barcode. Odoo takes in `unique Global " +"Trade Item Numbers `_ (GTIN), " +"purchased by businesses, to enable global shipping, sales, and eCommerce " +"product listing." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:17 +msgid "" +"Configure GS1 nomenclature to scan barcodes of sealed boxes and identify " +"essential product information, such as |GTIN|, lot number, quantity " +"information, and more." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +msgid "" +"|GTINs| are unique product identification that **must** be `purchased from " +"GS1 `_ to use GS1 barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:25 msgid "" "`All GS1 barcodes `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:26 msgid "" ":ref:`Odoo's default GS1 rules `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:27 msgid "" ":ref:`Why's my barcode not working? `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:32 msgid "Set up barcode nomenclature" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:34 msgid "" "To use GS1 nomenclature, navigate to the :menuselection:`Inventory app --> " "Configuration --> Settings`. Then under the :guilabel:`Barcode` section, " @@ -409,472 +421,121 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 msgid "" -"Choose GS1 from dropdown and click the internal link to see the list of GS1 " +"Choose GS1 from dropdown and click the external link to see the list of GS1 " "rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:43 msgid "" -"To view and edit a list of GS1 *rules* and *barcode patterns* Odoo supports " -"by default, click the :guilabel:`➡️ (External link)` icon to the right of " -"the :guilabel:`Barcode Nomenclature` selection." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:33 -msgid "" -"Opening the pop-up table provides an editable view of GS1 :guilabel:`Rule " -"Names` available in Odoo. The table contains all the information that can be" -" condensed with a GS1 barcode, along with the corresponding " -":guilabel:`Barcode Pattern`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:38 -msgid "" -"After setting GS1 as the barcode nomenclature, :menuselection:`Barcode " -"Nomenclatures` can also be accessed by first enabling :ref:`developer mode " -"`. Navigate to :menuselection:`Inventory app --> " -"Configuration --> Barcode Nomenclatures` and finally, select " -":guilabel:`Default GS1 Nomenclature`." +"The list of GS1 *rules* and *barcode patterns* Odoo supports by default is " +"accessible by clicking the :guilabel:`➡️ (arrow)` icon to the right of the " +":guilabel:`Barcode Nomenclature` selection." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:46 -msgid "Use GS1 barcode" +msgid "" +"In the :guilabel:`Open: Nomenclature` pop-up table, view and edit the GS1 " +":guilabel:`Rule Names` available in Odoo. The table contains all the " +"information that can be condensed with a GS1 barcode, along with the " +"corresponding :guilabel:`Barcode Pattern`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:51 msgid "" -"To build GS1 barcodes in Odoo, combine multiple pieces of information using " -"the specified barcode pattern. The `application identifier " -"`_ (A.I.) " -"serves as the universal prefix for GS1 for barcode identification. Odoo uses" -" regular expressions to describe barcode patterns concisely. Each barcode " -"pattern begins with a required 2-4 digit :abbr:`A.I. (application " -"identifier)`, which corresponds to the rule defined in the system's " -":ref:`barcode nomenclature list `. By including the appropriate :abbr:`A.I. (application " -"identifier)` from the list, Odoo can accurately interpret GS1 barcodes. " -"While most barcode patterns have a flexible length, some specific patterns, " -"such as barcodes for dates, have defined length requirements." +"After setting GS1 as the barcode nomenclature, the :menuselection:`Barcode " +"Nomenclatures` settings can also be accessed by a hidden menu that's " +"discoverable after enabling :ref:`developer mode `. Once " +"enabled, navigate to the :menuselection:`Inventory app --> Configuration -->" +" Barcode Nomenclatures` menu and finally, select :guilabel:`Default GS1 " +"Nomenclature`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:60 -msgid "" -"Use the FNC1 separator (`\\x1D`) to end the barcode without needing to reach" -" the maximum character length." +msgid "Use GS1 barcodes in Odoo" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:62 msgid "" -"Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " -"and rules to follow. Otherwise, the following section contains examples of " -"how to generate a barcode for common items in a warehouse." +"For product identification using GS1 barcodes in Odoo, businesses obtain a " +"`unique GTIN `_ as an " +"internationally distinct product identifier purchased from GS1. This |GTIN| " +"is combined with specific product details following GS1's designated " +"*barcode pattern*. The barcode pattern's arrangement of numbers and letters " +"must adhere to GS1 conventions for accurate interpretation by global systems" +" along the supply chain." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:68 -msgid "Product + quantity + lot" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:70 msgid "" -"To build a GS1 barcode for a box that contains a product, number of units in" -" it, and the lot number, the following barcode patterns are used:" +"Every barcode starts with a 2-4 digit `application identifier " +"`_ (A.I.). " +"This required prefix universally indicates what kind of information the " +"barcode contains. Odoo follows GS1 rules for identifying information, as " +"detailed in the :ref:`default GS1 rules list `. Including the relevant |AI| from the list enables " +"Odoo to correctly interpret GS1 barcodes. While most barcode patterns have a" +" fixed length requirement, certain ones, such as lots and serial numbers, " +"have flexible length." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Name" -msgstr "Nume" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Rule Name" -msgstr "Numele regulii" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "A.I." +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:77 +msgid "" +"For flexible-length barcode patterns not placed at the end of the GS1 " +"barcode, use the FNC1 separator (`\\\\x1D`) to end the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Barcode Pattern" -msgstr "Șablon cod bare" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Field in Odoo" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:80 +msgid "" +"Example: The barcode pattern for lot numbers is 20 characters long. Instead " +"of creating a 20-character lot number barcode, like `LOT00000000000000001`, " +"use the FNC1 separator to make it shorter: `LOT001\\x1D`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "Product" -msgstr "Produs" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "Global Trade Item Number (GTIN)" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:84 +msgid "" +"Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " +"and rules to follow. Otherwise, refer to :ref:`this GS1 usage doc " +"` for specific examples of combining |GTIN| to" +" product information and configuring the workflow." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "01" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "(01)(\\\\d{14})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid ":guilabel:`Barcode` field on product form" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 -msgid "Quantity" -msgstr "Cantitate" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "Variable count of items" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -msgid "30" -msgstr "30" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "(30)(\\\\d{0,8})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid ":guilabel:`Units` field on transfer form" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "Lot Number" -msgstr "Numărul lotului" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -msgid "Batch or lot number" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "10" -msgstr "10" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid ":guilabel:`Lot` on Detailed Operations pop-up" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:88 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 -#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:9 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:42 -#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 -msgid "Configuration" -msgstr "Configurare" - #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:90 -msgid "" -"To track products using lots, first enable the :ref:`Lots and Serial Numbers" -" ` feature. To do so, navigate " -"to :menuselection:`Inventory app --> Configuration --> Settings`. Next, " -"under the :guilabel:`Traceability` heading, check the box for " -":guilabel:`Lots & Serial Numbers`." +msgid ":ref:`Lots workflow `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:91 +msgid ":ref:`Non-unit quantities workflow `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:96 +msgid "Create rules" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:98 msgid "" -"Then, set up the product barcode by navigating to the intended product form " -"in :menuselection:`Inventory app --> Products --> Products` and selecting " -"the product. On the product form, click :guilabel:`Edit`. Then, in the " -":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " -"with the 14-digit `Global Trade Item Number (GTIN) " -"`_, which is a universal and " -"unique identifying number from GS1." +"GS1 rules are a specific format of information contained in the barcode, " +"beginning with an |AI| and containing a defined length of characters. " +"Scanning GS1 barcodes from the :ref:`default GS1 list " +"` auto-fills corresponding" +" data in the Odoo database." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:103 msgid "" -"On the product form, omit the :abbr:`A.I. (application identifier)` `01` for" -" GTIN product barcode pattern, as it is only used to encode multiple " -"barcodes into a single barcode that contains detailed information about the " -"package contents." +"Adding GS1 barcode rules in Odoo ensures accurate interpretation of unique, " +"non-standard GS1 formats." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:106 msgid "" -"To create a barcode for the product, `Fuji Apple`, enter the 14-digit GTIN " -"`12345678901231` in the :guilabel:`Barcode` field on the product form." +"To do so, begin by turning on :ref:`developer mode ` and " +"navigating to the :guilabel:`Barcode Nomenclatures` list in " +":menuselection:`Inventory app --> Configuration --> Barcode Nomenclatures`. " +"Then, select the :guilabel:`Default GS1 Nomenclature` list item." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Enter 14-digit GTIN into the Barcode field on product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:116 -msgid "" -"It is also possible to view a list of all products and barcodes. To access " -"this list, go to :menuselection:`Inventory --> Configuration --> Settings`. " -"Under the :guilabel:`Barcode` heading, click on the :guilabel:`Configure " -"Product Barcodes` button under the :guilabel:`Barcode Scanner` section. " -"Enter the 14-digit GTIN into the :guilabel:`Barcode` column, then click " -":guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "View the Product Barcodes page from inventory settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 -msgid "" -"Next, enable lots and serial number tracking on the product. Select the " -":guilabel:`Inventory` tab on the product form. Under :guilabel:`Tracking`, " -"choose the :guilabel:`By Lots` radio button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "" -"Enable product tracking by lots in the \"Inventory\" tab of the product " -"form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:136 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:198 -msgid "Scan barcode on receipt" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 -msgid "" -"To ensure accurate lot interpretation in Odoo on product barcodes scanned " -"during a receipt operation, navigate to the :menuselection:`Barcode` app to " -"manage the :ref:`receipt picking process `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 -msgid "" -"From the :guilabel:`Barcode Scanning` dashboard, click the " -":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " -"the list of vendor receptions to process. Receipts generated from :abbr:`POs" -" (Purchase Orders)` are listed, but new receipt operations can also be " -"created directly through the :menuselection:`Barcode` app using the " -":guilabel:`Create` button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:147 -msgid "" -"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" -" product barcodes and lot numbers with a barcode scanner. The scanned " -"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " -"open a window and manually enter quantities for specific lot numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:153 -msgid "" -"After placing a :abbr:`PO (Purchase Order)` for 50 apples, navigate to the " -"associated receipt. Scan the product barcode, and Odoo will prompt for the " -"lot number." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "" -"Scan the barcode for a product on the reception picking page in the " -"*Barcode* app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:160 -msgid "" -"Scan the lot number to process 1 of 50 apples. To avoid scanning 49 " -"remaining barcodes, click the :guilabel:`✏️ (pencil)` button next to the " -"desired lot number." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan lot number and click the pencil to edit quantities." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:167 -msgid "" -"Doing so opens a mobile-friendly keypad page to specify received quantities." -" Use the keypad to specify the :guilabel:`Units` for the lot number. When " -"finished, click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Change scanned quantities using pencil button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:174 -msgid "" -"Repeat this process to specify additional lot numbers and quantities in this" -" receipt. Once the :guilabel:`Units` are all accounted for, finish the " -"reception by clicking the :guilabel:`Validate` button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:178 -msgid "" -"Alternatively, scan the barcode containing the product, lot number, and " -"quantity to complete the receipt operation in fewer steps." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:182 -msgid "Product + non-unit quantity" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:184 -msgid "" -"To build a GS1 barcode that contains products measured in a non-unit " -"quantity, like kilograms, for example, the following barcode patterns are " -"used:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "Quantity in kilograms" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "310[0-5]" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -msgid "(310[0-5])(\\\\d{6})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 -msgid "" -"To confirm that quantities are correctly interpreted in Odoo, place an order" -" in the *Purchase* app using the appropriate unit of measure " -"(:guilabel:`UoM`) for the quantity of products to be purchased." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:205 -msgid "" -":ref:`Simplify vendor unit conversions with UoMs `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:207 -msgid "" -"After the order is placed, navigate to the :menuselection:`Barcode` app to " -":ref:`receive the vendor shipment `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 -msgid "" -"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " -"peaches by scanning the barcode. If `52.1 / 52.1` :guilabel:`kg` appears on " -"the page, this means the reception was processed without issue. Finally, " -"press :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 -msgid "" -"Note: the :abbr:`A.I. (application identifier)` for kilograms, `310` + `1`, " -"was used to represent `52.1` kg as a barcode: `000521`. This is because the " -"`1` represents how many digits from the right to place the decimal point." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan barcode screen for a reception operation in the Barcode app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 -msgid "" -"For additional verification purposes, the quantities of received products " -"are also recorded on the :guilabel:`Product Moves` report, accessible by " -"navigating to :menuselection:`Inventory app --> Reporting --> Product " -"Moves`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:227 -msgid "" -"The items on the :guilabel:`Product Moves` report are grouped by product by " -"default. To confirm the received quantities, click on a product line to open" -" its collapsible drop-down menu, which displays a list of *stock move lines*" -" for the product. The latest stock move matches the warehouse reception " -"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " -"scan, demonstrating that the records processed in the *Barcode* app were " -"properly stored in *Inventory*." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "Reception stock move record for 52.1 kg of peaches." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:240 -msgid "Create rules" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:242 -msgid "" -"If a supplier uses a GS1 barcode with a field not supported by Odoo's " -":ref:`default GS1 list `, " -"Odoo will fail to interpret the entire barcode. To ensure the complete " -"reading of the barcode, it is necessary to add the missing barcode to Odoo's" -" list." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:248 -msgid "" -"While the new field will be read, the information won't link to an existing " -"field in Odoo without developer customizations. However, adding new rules is" -" still useful to ensure the rest of the fields in the barcode are " -"interpreted correctly." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:252 -msgid "" -"Begin by turning on :ref:`developer mode ` and navigating to" -" the :guilabel:`Barcode Nomenclatures` list in :menuselection:`Inventory app" -" --> Configuration --> Barcode Nomenclatures`. Then, select the " -":guilabel:`Default GS1 Nomenclature` list item." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:110 msgid "" "On the :guilabel:`Default GS1 Nomenclature` page, select :guilabel:`Add a " "line` at the bottom of the table, which opens a window to create a new rule." @@ -890,24 +551,24 @@ msgid "" "about the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:266 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:120 msgid "" "After filling in the information, click the :guilabel:`Save & New` button to" " make another rule or click :guilabel:`Save & Close` to save and return to " "the table of rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:126 msgid "Barcode troubleshooting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:274 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 msgid "" "Since GS1 barcodes are challenging to work with, here are some checks to try" " when the barcodes are not working as expected:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:277 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:131 msgid "" "Ensure that the :guilabel:`Barcode Nomenclature` setting is set as " ":menuselection:`Default GS1 Nomenclature`. Jump to the :ref:`nomenclature " @@ -915,7 +576,7 @@ msgid "" "details." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:280 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:134 msgid "" "Ensure that the fields scanned in the barcode are enabled in Odoo. For " "example, to scan a barcode containing lots and serial numbers, make sure the" @@ -924,7 +585,7 @@ msgid "" "`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:284 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 msgid "" "Omit punctuation such as parentheses `()` or brackets `[]` between the " ":abbr:`A.I. (Application Identifier)` and the barcode sequence. These are " @@ -933,7 +594,7 @@ msgid "" " to :ref:`this section `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:288 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 msgid "" "When a single barcode contains multiple encoded fields, Odoo requires all " "rules to be listed in the barcode nomenclature for Odoo to read the barcode." @@ -941,11 +602,39 @@ msgid "" "add new rules in the barcode nomenclature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:295 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:146 +msgid "" +"Test barcodes containing multiple encoded fields, piece by piece, to figure " +"out which field is causing the issue." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:150 +msgid "" +"When testing a barcode containing the |GTIN|, lot number, and quantity, " +"start by scanning the |GTIN| alone. Then, test the |GTIN| with the lot " +"number, and finally, try scanning the whole barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:154 +msgid "" +"After diagnosing the encoded field is unknown, :ref:`add new rules " +"` to Odoo's default list to recognize " +"GS1 barcodes with unique specifications." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:159 +msgid "" +"While the new field will be read, the information won't link to an existing " +"field in Odoo without developer customizations. However, adding new rules is" +" necessary to ensure the rest of the fields in the barcode are interpreted " +"correctly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:166 msgid "GS1 nomenclature list" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:297 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:168 msgid "" "The table below contains Odoo's default list of GS1 rules. Barcode patterns " "are written in regular expressions. Only the first three rules require a " @@ -953,299 +642,793 @@ msgid "" "final character." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Rule Name" +msgstr "Numele regulii" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Type" msgstr "Tip" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Barcode Pattern" +msgstr "Șablon cod bare" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "GS1 Content Type" msgstr "Tip conținut GS1" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Odoo field" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Serial Shipping Container Code" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package" msgstr "Pachet" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "(00)(\\\\d{18})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "Numeric identifier" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package name" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Global Trade Item Number (GTIN)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Unit Product" msgstr "Unitate produs" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "(01)(\\\\d{14})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid ":guilabel:`Barcode` field on product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "GTIN of contained trade items" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "(02)(\\\\d{14})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Packaging" msgstr "Ambalare" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "Ship to / Deliver to global location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Destination location" msgstr "Locația destinație" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "(410)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Ship / Deliver for forward" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "(413)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Source location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "I.D. of a physical location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 msgid "Location" msgstr "Locatie" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "(414)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Batch or lot number" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Lot" msgstr "Lot" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 msgid "(10) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Alpha-numeric name" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Serial number" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "(21) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging Date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "(13)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Date" msgstr "Dată" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Pack date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before Date" msgstr "Consum înainte de" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "(15)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration Date" msgstr "Data expirării" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "(17)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiry date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Variable count of items" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "Quantity" +msgstr "Cantitate" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "(30)(\\\\d{0,8})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Measure" msgstr "Măsurare" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 msgid "UoM: Units" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Count of trade items" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "(37)(\\\\d{0,8})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Qty in units for containers (AI 02)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Net weight: kilograms (kg)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "(310[0-5])(\\\\d{6})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Qty in kg" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Length in meters (m)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "(311[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Qty in m" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Net volume: liters (L)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "(315[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Qty in L" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Net volume: cubic meters (m\\ :sup:`3`)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "(316[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Qty in m\\ :sup:`3`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Length in inches (in)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "(321[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Qty in inches" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Net weight/volume: ounces (oz)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "(357[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Qty in oz" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Net volume: cubic feet (ft\\ :sup:`3`)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "(365[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Qty in ft\\ :sup:`3`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging type" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging Type" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "(91) ([!\"%-/0-9:-?A-Z_a-z]{0,90})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Package type" msgstr "Tip pachet" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:3 +msgid "GS1 barcode usage" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:10 +msgid "" +"GS1 barcodes provide a standardized format that barcode scanners can " +"interpret. They encode information in a :ref:`specific structure recognized " +"globally `, allowing scanners to understand and " +"process supply chain data consistently." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:14 +msgid "" +"Odoo *Barcode* interprets and prints GS1 barcodes, automating product " +"identification and tracking in warehouse operations such as receiving, " +"picking, and shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:17 +msgid "" +"The following sections contain examples of how Odoo uses GS1 barcodes " +"provided by the business to identify common warehouse items and automate " +"certain warehouse workflows." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:21 +msgid "" +"Odoo **does not** create GS1 barcodes. Businesses must purchase a unique " +"Global Trade Item Number (GTIN) from GS1. Then, they can combine their " +"existing GS1 barcodes with product and supply chain information (also " +"provided by GS1) to create barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:26 +msgid "`Purchase GTINs `_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:27 +msgid ":ref:`GS1 nomenclature `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:32 +msgid "Configure barcodes for product, quantity, and lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:34 +msgid "" +"To build a GS1 barcode that contains information about a product, its " +"quantities, and the lot number, the following barcode patterns and " +"Application Identifiers (A.I.) are used:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Name" +msgstr "Nume" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "A.I." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Field in Odoo" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Product" +msgstr "Produs" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:203 +msgid "01" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:139 +msgid "30" +msgstr "30" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid ":guilabel:`Units` field on transfer form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Lot Number" +msgstr "Numărul lotului" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:143 +msgid "10" +msgstr "10" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid ":guilabel:`Lot` on Detailed Operations pop-up" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 +msgid "Configuration" +msgstr "Configurare" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:54 +msgid "" +"First, :ref:`enable product tracking using lots " +"` by navigating to " +":menuselection:`Inventory app --> Configuration --> Settings`, and checking " +"the box for :guilabel:`Lots & Serial Numbers` under the " +":guilabel:`Traceability` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:58 +msgid "" +"Then, set up the product barcode by navigating to the intended product form " +"in :menuselection:`Inventory app --> Products --> Products` and selecting " +"the product. On the product form, click :guilabel:`Edit`. Then, in the " +":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " +"with the unique 14-digit `Global Trade Item Number (GTIN) " +"`_, which is a universally " +"recognized identifying number that is provided by GS1." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:66 +msgid "" +"On the product form, omit the |AI| `01` for |GTIN| product barcode pattern, " +"as it is only used to encode multiple barcodes into a single barcode that " +"contains detailed information about the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:72 +msgid "" +"To record the GS1 barcode for the product, `Fuji Apple`, enter the 14-digit " +"|GTIN| `20611628936004` in the :guilabel:`Barcode` field on the product " +"form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Enter 14-digit GTIN into the Barcode field on product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:80 +msgid "" +"To view a list of *all* products and their corresponding barcodes in the " +"Odoo database, navigate to :menuselection:`Inventory app --> Configuration " +"--> Settings`. Under the :guilabel:`Barcode` heading, click on the " +":guilabel:`Configure Product Barcodes` button under the :guilabel:`Barcode " +"Scanner` section. Enter the 14-digit |GTIN| into the :guilabel:`Barcode` " +"column, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "View the Product Barcodes page from inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:92 +msgid "" +"After activating tracking by lots and serial numbers from the settings page," +" specify that this feature is to be applied on each product by navigating to" +" the :guilabel:`Inventory` tab on the product form. Under " +":guilabel:`Tracking`, choose the :guilabel:`By Lots` radio button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "" +"Enable product tracking by lots in the \"Inventory\" tab of the product " +"form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:176 +msgid "Scan barcode on receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:103 +msgid "" +"To ensure accurate lot interpretation in Odoo on product barcodes scanned " +"during a receipt operation, navigate to the :menuselection:`Barcode` app to " +"manage the :ref:`receipt picking process `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:107 +msgid "" +"From the :guilabel:`Barcode Scanning` dashboard, click the " +":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " +"the list of vendor receipts to process. Receipts generated from :abbr:`POs " +"(Purchase Orders)` are listed, but new receipt operations can also be " +"created directly through the :menuselection:`Barcode` app using the " +":guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:112 +msgid "" +"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" +" product barcodes and lot numbers with a barcode scanner. The scanned " +"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " +"open a window and manually enter quantities for specific lot numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:118 +msgid "" +"After placing a :abbr:`PO (Purchase Order)` for fifty apples, navigate to " +"the associated receipt in the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:121 +msgid "" +"Scan the barcode containing the |GTIN|, quantity, and lot number. For " +"testing with a barcode scanner, below is an example barcode for the fifty " +"Fuji apples in Lot 2." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:129 +msgid "50 Fuji apples in Lot0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:199 +msgid "2D Matrix" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"2D matrix of GS1 barcode of 50 fuji apples with an assigned lot number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:202 +msgid "|AI| (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:204 +msgid "GS1 Barcode (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:137 +msgid "20611628936004" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:138 +msgid "|AI| (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:208 +msgid "GS1 Barcode (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:141 +msgid "00000050" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:142 +msgid "|AI| (lot)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:144 +msgid "GS1 Barcode (lot #)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:145 +msgid "LOT0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:210 +msgid "Full GS1 barcode" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:147 +msgid "0120611628936004 3000000050 10LOT0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:149 +msgid "" +":ref:`If the configuration is correct `," +" `50/50` :guilabel:`Units` processed will be displayed and the " +":guilabel:`Validate` button turns green. Click the :guilabel:`Validate` " +"button to complete the reception." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"Scan the barcode for a product on the reception picking page in the " +"*Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:160 +msgid "Configure barcode for product and non-unit quantity" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:162 +msgid "" +"To build a GS1 barcode that contains products measured in a non-unit " +"quantity, like kilograms, for example, the following barcode patterns are " +"used:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Quantity in kilograms" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "310[0-5]" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:178 +msgid "" +"To confirm that quantities are correctly interpreted in Odoo, place an order" +" in the *Purchase* app using the appropriate unit of measure " +"(:guilabel:`UoM`) for the quantity of products to be purchased." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:183 +msgid "" +":ref:`Simplify vendor unit conversions with UoMs `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:185 +msgid "" +"After the order is placed, navigate to the :menuselection:`Barcode` app to " +":ref:`receive the vendor shipment `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:189 +msgid "" +"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " +"peaches by scanning the barcode containing the |GTIN| and quantity of " +"peaches in kilograms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:197 +msgid "52.1 kg of Peaches" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "2D matrix of GS1 barcode of 52.1 kg of peaches." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:205 +msgid "00614141000012" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:206 +msgid "|AI| (kg, 1 decimal point)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:207 +msgid "3101" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:209 +msgid "000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:211 +msgid "0100614141000012 3101000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:213 +msgid "" +":ref:`If the configuration is correct `," +" `52.1 / 52.1` :guilabel:`kg` will be displayed and the :guilabel:`Validate`" +" button turns green. Finally, press :guilabel:`Validate` to complete the " +"validation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Scan barcode screen for a reception operation in the Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:222 +msgid "Verify product moves" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:224 +msgid "" +"For additional verification, the quantities of received products are also " +"recorded on the :guilabel:`Product Moves` report, accessible by navigating " +"to :menuselection:`Inventory app --> Reporting --> Product Moves`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:228 +msgid "" +"The items on the :guilabel:`Product Moves` report are grouped by product by " +"default. To confirm the received quantities, click on a product line to open" +" its collapsible drop-down menu, which displays a list of *stock move lines*" +" for the product. The latest stock move matches the warehouse reception " +"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " +"scan, demonstrating that the records processed in the *Barcode* app were " +"properly stored in *Inventory*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "Reception stock move record for 52.1 kg of peaches." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst:3 msgid "Process to Transfers" msgstr "Procesare transferuri" @@ -4518,554 +4701,597 @@ msgid "Planning" msgstr "Planificare" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:3 -msgid "How is the Scheduled Delivery Date Computed" -msgstr "Modul în care este calculată data de livrare programată" +msgid "Scheduled delivery dates" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:5 msgid "" -"Providing the best possible service to customers is vital for business. It " -"implies planning every move: manufacturing orders, deliveries, receptions, " -"and so on. To do so, you need to configure lead time properly and coordinate" -" scheduled dates." +"Accurately forecasting delivery dates is vital for fulfilling customer " +"expectations. In Odoo, the *Inventory* app allows for comprehensive lead " +"time configuration, allowing coordination and planning of manufacturing " +"orders, deliveries, and receptions." msgstr "" -"Furnizarea celei mai bune servicii posibile clienților este vitală pentru " -"afacere. Acesta implică planificarea fiecărui pas: comenzi de fabricare, " -"livrări, primiri, și așa mai departe. Pentru a face acest lucru, trebuie să " -"configurați timpul de așteptare corect și coordonați datele programate." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:9 -msgid "" -"By using lead times, Odoo provides end dates, the **Commitment Date**, for " -"each process. On a sales order, for example, this is the date your customer " -"will get the products he ordered." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:10 +msgid "Lead time types" msgstr "" -"Prin utilizarea timpilor de așteptare, Odoo oferă date de sfârșit, ** " -"Commitment Date **, pentru fiecare proces. Pe o comandă de vânzări, de " -"exemplu, aceasta este data în care clienții dvs. va primi produsele pe care " -"le-a comandat." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:12 msgid "" -"From the customers’ side, the commitment date is important because it gives " -"them an estimation of when they will receive their products. The dates take " -"all other lead times, such as manufacturing, delivery, or suppliers, into " -"account." +"Different lead times for different operations can impact various stages of " +"the order fulfillment process. Here's a summary of the types of lead times " +"in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "Show graphic of all lead times working together." msgstr "" -"De la partea clienților, data de angajament este importantă deoarece le " -"oferă o estimare a momentului în care vor primi produsele lor. Datele iau " -"toate celelalte timpuri de așteptare, cum ar fi fabricarea, livrarea sau " -"furnizorii, în cont." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:19 -msgid "How are Lead Times Calculated?" -msgstr "Modul în care sunt calculate timpurile de așteptare?" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:27 msgid "" -"As said above, there are several types of lead times. Each is calculated " -"based on various indicators. Before going through the configuration, here is" -" a brief summary of how lead times are calculated and what they are:" +":ref:`Customer lead time `: The default " +"time frame for fulfilling customer orders. The customer lead time is the " +"number of days from the date the sales order (SO) is confirmed to the date " +"the products are shipped from the warehouse. This is also known as *delivery" +" lead time*." msgstr "" -"Ca și spus mai sus, există mai multe tipuri de timpuri de așteptare. Fiecare" -" este calculat pe baza unor indicatori variate. Înainte de a trece la " -"configurare, aici este o scurtă rezumat a modului în care sunt calculate " -"timpurile de așteptare și ce sunt:" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:24 msgid "" -"**Customer Lead Time**: the customer lead time is the default duration you " -"set. Therefore, the expected date on the sales orders is today + customer " -"lead time." +":ref:`Sales security lead time `: " +"moves the *scheduled delivery date* forward by a specified number of days. " +"This serves as a buffer to allow the team ample time to prepare the outgoing" +" shipment earlier, considering the possibility of delays in the fulfillment " +"process." msgstr "" -"** Timpul de așteptare al clienților **: timpul de așteptare al clienților " -"este durata implicită pe care o setați. Prin urmare, data așteptată pe " -"comenzi de vânzări este astăzi + timpul de așteptare al clienților." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:29 msgid "" -"**Sales Security Lead Time**: the purpose is to be ready shipping that many " -"days before the actual commitment taken with the customer. Then, the default" -" scheduled date on the delivery order is **SO delivery date - Security Lead " -"Time**." +":ref:`Purchase lead time `: the number of " +"days from the confirmation of a purchase order (PO) to the receipt of " +"products. It provides insight on the time it takes for products to arrive at" +" the warehouse, facilitating effective scheduling and planning of supplier " +"deliveries." msgstr "" -"** Timpul de siguranță al vânzărilor **: scopul este să fie gata pentru " -"livrare în atâtea zile înainte de angajamentul real luat cu clientul. Apoi, " -"data programată implicită pe ordinea de livrare este ** Data de livrare SO -" -" Timpul de securitate **." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:34 msgid "" -"**Purchase Security Lead Time**: margin of error for vendor lead times. When" -" the system generates Purchase Orders for procuring products, they will be " -"scheduled that many days earlier to cope with unexpected vendor delays." +":ref:`Purchase security lead time `: advances the order deadline on a :abbr:`PO (Purchase Order)` by a " +"specified number of days. This proactive approach of placing orders earlier " +"mitigates the risk of vendor or shipping delays. Thus, for products that are" +" set to replenish to order, the need appears on the *Replenishment report* " +"earlier, according to the specified number of days." msgstr "" -"** Timpul de sigurață al achizițiilor **: marja de eroare pentru timpurile " -"de așteptare ale furnizorilor. Când sistemul generează comenzi de achiziție " -"pentru a procura produse, vor fi programate atâtea zile mai devreme pentru a" -" face față întârzierilor neașteptate ale furnizorilor." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:40 msgid "" -"**Purchase Delivery Lead Time**: this is the expected time between a PO " -"being confirmed and the receipt of the ordered products. The **Receipt " -"scheduled date - Vendor delivery date** is the default *PO Order By* date." +":ref:`Manufacturing lead time `: the number " +"of days needed to complete a manufacturing order (MO) from the date of " +"confirmation. This lead time includes weekends (non-working hours in Odoo), " +"and is used to forecast an approximate production date for a finished good." msgstr "" -"** Timpul de livrare al achizițiilor **: acesta este timpul așteptat între o" -" PO (comandă de achiziție) fiind confirmat și primirea produselor comandate." -" ** Data programată a primirii - Data livrării furnizorului ** este data " -"implicită * PO Ordonat după *. dată." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:45 msgid "" -"**Days to Purchase**: number of days the purchasing department takes to " -"validate a PO. If another RFQ to the same vendor is already opened, Odoo " -"adds the line to the RFQ instead of creating a new one. Then, the specific " -"date is set on the line." +":ref:`Manufacturing security lead time `: moves the scheduled date of the :abbr:`MO (Manufacturing Order)` " +"forward by a specified number of days. When used in conjunction with " +":ref:`replenish to order `, the " +"security lead time makes the need appear earlier on the replenishment " +"report." msgstr "" -"** Zile pentru achiziție **: numărul de zile pe care departamentul de " -"achiziții le ia pentru a valida o PO. Dacă alt PO RFQ la același furnizor " -"este deja deschis, Odoo adaugă linia la RFQ în loc de a crea un PO nou. " -"Apoi, data specifică este data setată pe linie." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:53 +msgid "Sales lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:55 msgid "" -"**Manufacturing Lead Time**: this is the expected time it takes to " -"manufacture a product. This lead time is independent of the quantity to " -"produce and does not take the routing time into account." +"Customer lead times and sales security lead times can be configured to " +"automatically compute an *expected delivery date* on a :abbr:`SO (Sales " +"Order)`. The expected delivery date ensures a realistic *delivery dates* " +"setting for shipments from the warehouse." msgstr "" -"** Timpul de fabricare **: acesta este timpul așteptat necesar pentru " -"fabricarea unui produs. Acest timp de așteptare este independent de " -"cantitatea de a produce și nu ia în considerare timpul fișei tehnologice." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:59 msgid "" -"**Manufacturing Security Lead Time**: additional time to mitigate the risk " -"of a manufacturing delay. In case of a *Replenish to Order*, the **Delivery " -"Order scheduled date - Manufacturing Lead Time - Manufacturing Security Lead" -" Time** is the default *Manufacturing Order* planned date." +"Odoo issues a warning message if the set delivery date is earlier than the " +"expected date, as it may not be feasible to fulfill the order by that time, " +"which would impact other warehouse operations." msgstr "" -"** Timpul de siguranță al fabricării **: timp suplimentar pentru a reduce " -"riscul de întârziere a fabricării. În cazul unei * Replenish to Order *, ** " -"Data programată a livrării - Timpul de fabricare - Timpul de securitate al " -"fabricării ** este data planificată implicită pentru * Comanda de fabricare " -"*." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:68 -msgid "Sales - Lead Times" -msgstr "Vânzări - Timpuri de așteptare" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:63 msgid "" -"In the *Sales* app, there is an option called *Delivery Date*. It allows " -"seeing an additional field on the sales orders, *Expected Date*. This one is" -" automatically computed based on the different lead times previously " -"configured." +"A :abbr:`SO (Sales Order)` containing a `Coconut-scented candle` is " +"confirmed on July 11th. The product has a customer lead time of 14 days, and" +" the business uses a sales security lead time of 1 day. Based on the lead " +"time inputs, Odoo suggests a delivery date in 15 days, on July 26th." msgstr "" -"În aplicația * Vânzări *, există o opțiune numită * Data de livrare *. " -"Acesta permite să vedem un câmp suplimentar pe ordinele de vânzări, * Data " -"așteptată *. Acesta este calculat automat pe baza diferitelor timpuri de " -"așteptare configurate anterior. configurate." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"View of the delivery settings to have the delivery lead time taken into " -"account" +"Set *Delivery Date* in a sales order. Enables delivery lead times feature." msgstr "" -"Vizualizarea setărilor de livrare pentru a avea în vedere timpul de livrare " -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:71 msgid "" -"If the set up *Delivery Date* is earlier than the the *Expected Date*, a " -"warning message is displayed." +"The following sections demonstrate how to automatically compute expected " +"delivery dates." msgstr "" -"Dacă setarea * Data de livrare * este mai devreme decât * Data așteptată *, " -"un mesaj de avertizare este afișat." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:74 +msgid "Customer lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:76 msgid "" -"View of the error that occurs when trying to choose an earlier date than what calculated\n" -"by Odoo" +"Set the customer lead time on each product form, by navigating to the " +"products page. To do so, go to :menuselection:`Sales app --> Products --> " +"Products`. From there, select the desired product, and switch to the " +":guilabel:`Inventory` tab. Then, under the :guilabel:`Customer Lead Time` " +"field, fill in the number of calendar days required to fulfill the delivery " +"order from start to finish." msgstr "" -"Vizualizarea erorii care apare atunci când încercați să alegeți o dată mai devreme decât cea calculată\n" -"de Odoo" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:82 msgid "" -"But, for all of this properly working, it is still necessary to configure " -"all the lead times that could occur." +"Set a 14-day customer lead time for the `Coconut-scented candle` by " +"navigating to its product form. Then, in the :guilabel:`Inventory` tab, type" +" `14.00` days into the :guilabel:`Customer Lead Time` field." msgstr "" -"Dar, pentru toate acestea, este încă necesar să configurați toți timpii de " -"așteptare care ar putea apărea." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:91 -msgid "Customer Lead Time" -msgstr "Timpul de așteptare al clienților" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Set *Customer Lead Time* on the product form." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:93 +msgid "Sales security lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:95 msgid "" -"The *Customer Lead Time* is the time needed for your product to go from your" -" warehouse to the customer place. It can be configured on any product by " -"going to :menuselection:`Sales --> Products --> Products`. There, open your " -"product form, go in the inventory tab, and add your *Customer Lead Time*." +"*Sales security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -"* Timpul de așteptare al clienților * este timpul necesar pentru produsul " -"dvs. să ajungă la depozitul dvs. la locul clienților. Poate fi configurat pe" -" orice produs mergând la: menuselection: `Vânzări --> Produse --> Produse`. " -"Acolo, deschideți formularul dvs. de produs, mergeți în tab inventar și " -"adăugați * Timpul de așteptare al clienților *." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the customer lead time configuration from the product form" -msgstr "" -"Vizualizarea timpului de așteptare al clienților configurat din formularul " -"de produs" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:98 msgid "" -"For example, product B is ordered on the 2nd of April but the *Customer Lead" -" Time* is two days. In that case, the expected delivery date is the 4th of " -"April." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Sales`, and " +"click the checkbox to enable the feature." msgstr "" -"De exemplu, produsul B este comandat pe 2 aprilie, dar * Timpul de așteptare" -" al clienților * este de două zile. În acest caz, data de livrare așteptată " -"este 4 aprilie." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:108 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 -msgid "Security Lead Time" -msgstr "Timpul de așteptare de siguranță" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:101 msgid "" -"In sales, *Security Lead Time* corresponds to backup days to ensure you are " -"able to deliver the products in time. The purpose is to be ready shipping " -"earlier in order to arrive on time." +"Next, enter the desired number of calendar days. This security lead time is " +"a buffer notifying the team to prepare for outgoing shipments earlier than " +"the scheduled date." msgstr "" -"În vânzări, * Timpul de așteptare de siguranță * corespunde zilelor de " -"rezervă pentru a vă asigura că puteți să livreze produsele în timp. Scopul " -"este să fie gata pentru expediere" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:105 msgid "" -"The number of security days is subtracted from the calculation to compute a " -"scheduled date earlier than the one promised to the customer." +"Setting the :guilabel:`Security Lead Time for Sales` to `1.00` day, pushes " +"the :guilabel:`Scheduled Date` of a delivery order (DO) forward by one day. " +"In that case, if a product is initially scheduled for delivery on April 6th," +" but with a one-day security lead time, the new scheduled date for the " +"delivery order would be April 5th." msgstr "" -"Numărul de zile de siguranță este scăzut din calcul automat a unei date " -"programată mai devreme decât cea promisă clienților." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:117 -msgid "" -"To set this up, go to :menuselection:`Inventory --> Configuration --> " -"Settings` and enable the feature *Security Lead Time for Sales*." -msgstr "" -"Pentru a seta acest lucru, mergeți la: menuselection: `Inventar --> " -"Configurare --> Setări` și activați funcția * Timpul de așteptare de " -"siguranță pentru vânzări *." - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" "View of the security lead time for sales configuration from the sales " -"settings" +"settings." msgstr "" -"Vizualizarea timpului de așteptare de siguranță pentru vânzări configurat " -"din setările de vânzări" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:124 -msgid "" -"For example, product B is scheduled to be delivered on the 6th of April but " -"the *Security Lead Time* is one day. In that case, the scheduled date for " -"the delivery order is the 5th of April." -msgstr "" -"De exemplu, produsul B este programat să fie livrat pe 6 aprilie, dar * " -"Timpul de așteptare de siguranță * este de o zi. În acest caz, data " -"programată pentru comanda de livrare este 5 aprilie." - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:115 msgid "Deliver several products" msgstr "Livrați mai multe produse" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:117 msgid "" -"In many cases, customers order several products at the same time. Those can " -"have different lead times but still need to be delivered, at once or " -"separately. Fortunately, Odoo can help you handle these cases easily." +"For orders that include multiple products with different lead times, the " +"lead times can be configured directly from the quotation itself. On a " +"quotation, click the :guilabel:`Other Info` tab, and set the " +":guilabel:`Shipping Policy` to:" msgstr "" -"În multe cazuri, clienții comandă mai multe produse în același timp. Acestea" -" pot avea diferiți timpi de așteptare, dar totuși trebuie livrate, impreună " -"sau separat. În plus, Odoo vă poate ajuta să gestionați aceste cazuri ușor." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:121 msgid "" -"From the *Other Info* tab of your *Sale Order*, you can choose between *When" -" all products are ready* and *As soon as possible*. The first one is to " -"deliver products at once, while the second is to deliver them separately." +":guilabel:`As soon as possible` to deliver products as soon as they are " +"ready. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is " +"determined by adding today's date to the shortest lead time among the " +"products in the order." msgstr "" -"De pe tabul * Alte informații * din * Comanda de vânzare *, puteți alege " -"între * Când toate produsele sunt gata * și * Cât mai devreme posibil *. " -"Primul este pentru a livra produsele impreună, în timp ce al doilea este " -"pentru a le livra separat." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:125 msgid "" -"For example, products A and B are ordered at the same time. A has 8 lead " -"days and B has 5. With the first option, the *Expected Date* is calculated " -"based on the product with the most lead days, here A. If the order is " -"confirmed on the 2nd of April, then the *Expected Date* is on the 10th of " -"April." +":guilabel:`When all products are ready` to wait to fulfill the entire order " +"at once. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` " +"is determined by adding today's date to the longest lead time among the " +"products in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "Show *Shipping Policy* field in the *Other Info* tab of a quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:134 +msgid "" +"In a quotation containing 2 products, `Yoga mat` and `Resistance band,` the " +"products have a lead time of 8 days and 5 days, respectively. Today's date " +"is April 2nd." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:137 +msgid "" +"When the :guilabel:`Shipping Policy` is set to :guilabel:`As soon as " +"possible`, the scheduled delivery date is 5 days from today: April 7th. On " +"the other hand, selecting :guilabel:`When all products are ready` configures" +" the scheduled date to be 8 days from today: April 10th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:144 +msgid "Purchase lead times" msgstr "" -"De exemplu, produsele A și B sunt comandate în același timp. A are 8 zile de" -" așteptare și B are 5. Cu prima opțiune, * Data așteptată * este calculată " -"pe baza produsului cu cele mai multe zile de așteptare, aici A. Dacă comanda" -" este confirmată pe 2 aprilie, atunci * Data așteptată * este pe 10 aprilie." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:146 msgid "" -"With the second option, the *Expected Date* is calculated based on the " -"product with the least customer lead days. In this example, B is the product" -" with the least lead days. So, the *Expected Date* is on the 7th of April." +"Automatically determining the dates on which to place orders from suppliers " +"can help simplify the procurement process." msgstr "" -"Cu a doua opțiune, * Data așteptată * este calculată pe baza produsului cu " -"cele mai puține zile de așteptare ale clienților. În acest exemplu, B este " -"produsul cu cele mai puține zile de așteptare. Deci, * Data așteptată * este" -" pe 7 aprilie." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:152 -msgid "Purchase - Lead Times" -msgstr "Cumpărare - Timp de așteptare" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:155 -msgid "Supplier Lead Time" -msgstr "Timpul de așteptare al furnizorului" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:149 msgid "" -"The *Supplier Lead Time* is the time needed for a product you purchased to " -"be delivered. To configure it, open a product from :menuselection:`Purchase " -"--> Products --> Products` and add a vendor under the *Purchase* tab." +"Odoo calculates the supplier shipment *receipt date*, and :abbr:`PO " +"(Purchase Order)` deadline, based on the required date the product is needed" +" in the warehouse. By working backwards from the receipt date, vendor lead " +"times and purchase security lead times are taken into account, in order to " +"determine the :abbr:`PO (Purchase Order)` deadline." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:154 +msgid "" +"This deadline is the date by which the order should be confirmed, in order " +"to ensure timely arrival by the expected receipt date." msgstr "" -"* Timpul de așteptare după furnizor * este timpul necesar pentru a " -"receptiona un produs cumpărat. Pentru a-l configura, deschideți un produs " -"din: menuselection: `Cumpărare --> Produse --> Produse` și adăugați un " -"furnizor sub tabul *Cumpărare*." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the way to add vendors to products" -msgstr "Vedere a modului de adăugare a furnizorilor la produse" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:166 msgid "" -"By clicking on *Add a line*, a new window is displayed. You can specify the " -"*Delivery Lead Time* there. If done so, the delivery day for every purchase " -"of that product is now equal to *Date of the Purchase Order + Delivery Lead " -"Time*." +"Visualization of PO deadline and receipt date used with vendor lead times." msgstr "" -"Prin apăsarea butonului * Adăugați o linie *, o nouă fereastră este afișată." -" Puteți specifica* Timpul de așteptare pentru livrare * acolo. Dacă ați " -"făcut-o, ziua de livrare pentru fiecare achiziție al acestui produs este " -"acum egală cu * Data comenzii de achiziție + Timpul de așteptare pentru " -"livrare *." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the delivery lead time configuration from a vendor form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:162 +msgid "" +":ref:`PO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:165 +msgid "Vendor lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:167 +msgid "" +"To set a vendor lead time for orders arriving in the warehouse from a vendor" +" location, begin by navigating to a product form through " +":menuselection:`Purchase app --> Products --> Products`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:170 +msgid "" +"Next, select the desired product, and switch to the :guilabel:`Purchase` " +"tab. In the editable vendor pricelist, click the :guilabel:`Add a line` " +"button to add vendor details, such as the :guilabel:`Vendor` name, " +":guilabel:`Price` offered for the product, and lastly, the " +":guilabel:`Delivery Lead Time`." msgstr "" -"Vedere a configurării timpului de așteptare pentru livrare dintr-un formular" -" de furnizor" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:176 msgid "" -"It is possible to add different vendors and, thus, different lead times " -"depending on the vendor." +"Multiple vendors and lead times can be added to the vendor pricelist. The " +"default vendor and lead time selected will be the entry at the top of the " +"list." msgstr "" -"Este posibil să adăugați diferiți furnizori și, astfel, diferite zile de " -"așteptare în funcție de furnizor." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 msgid "" -"The *Security Lead Time* for purchase follows the same logic as the one for " -"*Sales*, except that you are the customer. Then, it is the margin of error " -"for your supplier to deliver your order." +"On the vendor pricelist of the product form, the :guilabel:`Delivery Lead " +"Time` for the selected vendor is set to `10 days.`" msgstr "" -"* Timpul de așteptare de siguranță * pentru cumpărare urmează aceeași logică" -" ca și una pentru* Vânzări *, cu excepția faptului că sunteți clientul. " -"Atunci, este marja de eroare pentru furnizorul dvs. pentru a livra comanda " -"dvs." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Add delivery lead times to vendor pricelist on a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:187 msgid "" -"To set up *Security Lead Time* for purchase, go to :menuselection:`Inventory" -" --> Configuration --> Settings` and enable the feature." +"By setting the vendor lead time, the expected arrival date of the item is " +"automatically determined as the date of the :abbr:`PO (Purchase Order)` " +"confirmation, plus the vendor lead time. This ensures that warehouse " +"employees are notified, if the products do **not** arrive within the " +"expected timeframe." msgstr "" -"Pentru a configura * Timpul de așteptare de siguranță * pentru cumpărare, " -"mergeți la :menuselection: `Inventar --> Configurare --> Setări` și activați" -" funcția." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:193 msgid "" -"View of the security lead time for purchase from the inventory settings" +"On a :abbr:`PO (Purchase Order)` confirmed on July 11th, for a product " +"configured with a 10-day vendor lead time, Odoo automatically sets the " +":guilabel:`Receipt Date` to July 21st. The receipt date also appears as the " +":guilabel:`Scheduled Date` on the warehouse receipt form, accessible from " +"the :guilabel:`Receipt` smart button, located on the :guilabel:`PO (Purchase" +" Order)`." msgstr "" -"Vedere a timpului de așteptare de siguranță pentru cumpărare din setările de" -" inventar" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Show expected *Receipt Date* of the product from the vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"Doing so, every time the system generates purchase orders, those are " -"scheduled that many days earlier to cope with unexpected vendor delays." +"Show expected *Scheduled Date* of arrival of the product from the vendor." msgstr "" -"Făcând asta, de fiecare dată când sistemul generează ordine de cumpărare, " -"acestea sunt programate atât de multe zile mai devreme pentru a face față " -"întârzierilor neașteptate ale furnizorului." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:198 -msgid "Manufacturing - Lead Times" -msgstr "Producție - Timpi de așteptare" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:201 -msgid "Manufacturing Lead Time" -msgstr "Timpul de așteptare in Producție" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:203 -msgid "" -"The *Manufacturing Lead Time* is the time needed to manufacture the product." -" To specify it, open the *Inventory* tab of your product form and add the " -"number of days the manufacturing takes." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:209 +msgid "Purchase security lead time" msgstr "" -"* Timpul de așteptare în producție * este timpul necesar pentru a fabrica " -"produsul. Pentru a-l specifica, deschideți tabul * Inventar * din formularul" -" dvs. de produs și adăugați numărul de zile pentru durata fabricării." - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "" -"View of the manufacturing lead time configuration from the product form" -msgstr "" -"Vedere a configurării timpului de așteptare în producție din formularul de " -"produs" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:211 msgid "" -"When working with *Manufacturing Lead Times*, the *Deadline Start* of the " -"*MO* is **Commitment Date - Manufacturing Lead Time**. For example, the MO’s" -" deadline start date for an order having a commitment date on the 10th of " -"July is June 27th." +"*Purchase security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -"Când lucrați cu * Timpul de așteptare în producție *, * Data de începere a " -"termenului limită * a * MO(comanda de producție) * este ** Data de " -"îndeplinire - Timpul de așteptare în producție **. De exemplu, pentru o " -"comandă care are o dată de îndeplinire pe 10 iulie data de începere a MO " -"este 27 iunie." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:214 msgid "" -"The *Security Lead Time* for manufacturing allows generating manufacturing " -"orders earlier to cope with the risk of manufacturing delays." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Purchase`, and" +" click the checkbox to enable the feature." msgstr "" -"* Timpul de așteptare de siguranță * pentru producție permite generarea de " -"comenzi de producție mai devreme pentru a face față riscului de întârzieri " -"în producție." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 msgid "" -"To enable it, go to :menuselection:`Manufacturing --> Configuration --> " -"Settings` and tick *Security Lead Time*." +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in supplier " +"deliveries." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:221 +msgid "" +"Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, " +"pushes the :guilabel:`Scheduled Date` of receipt back by one day. In that " +"case, if a product is initially scheduled to arrive on April 6th, with a " +"two-day security lead time, the new scheduled date for the receipt would be " +"April 8th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"Set security lead time for purchase from the Inventory > Configuration > " +"Settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:233 +msgid "Manufacturing lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:235 +msgid "" +"Lead times can help simplify the procurement process for consumable " +"materials and components used in manufactured products with bills of " +"materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the deadline to " +"begin the manufacturing process to complete the product by the scheduled " +"delivery date, can be determined by configuring the manufacturing lead times" +" and manufacturing security lead times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "" +"Visualization of the determination of planned MO date manufacturing lead " +"times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:247 +msgid "Manufacturing lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:249 +msgid "" +"Configure the manufacturing lead time directly on the product form, by " +"navigating to :menuselection:`Manufacturing app --> Products --> Products`, " +"and select the desired product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:252 +msgid "" +"In the :guilabel:`Inventory` tab of the product, specify the calendar days " +"needed to the manufacture the product in the :guilabel:`Manufacturing Lead " +"Time` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 +msgid "" +"Specify a 14-day :guilabel:`Manufacturing Lead Time` for a product directly " +"in the :guilabel:`Inventory` tab of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"View of the manufacturing lead time configuration from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:263 +msgid "" +"Establish a :abbr:`MO (Manufacturing Order)` deadline, based on the " +"*expected delivery date*, indicated in the :guilabel:`Scheduled Date` field " +"of the :abbr:`DO (Delivery Order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:266 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the " +":guilabel:`Scheduled Date` field on the :abbr:`MO (Manufacturing Order)`, is" +" calculated as the *expected delivery date* subtracted by the manufacturing " +"lead time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:270 +msgid "" +"This ensures the manufacturing process begins on time, in order to meet the " +"delivery date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:272 +msgid "" +"However, it's important to note that lead times are based on calendar days. " +"Lead times do **not** consider weekends, holidays, or *work center capacity*" +" (:dfn:`the number of operations that can be performed at the work center " +"simultaneously`)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:277 +msgid ":ref:`Manufacturing planning `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:278 +msgid "" +":ref:`Configure automatic MO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:282 +msgid "" +"A product's scheduled shipment date on the :abbr:`DO (Delivery Order)` is " +"August 15th. The product requires 14 days to manufacture. So, the latest " +"date to start the :abbr:`MO (Manufacturing Order)` to meet the commitment " +"date is August 1st." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:289 +msgid "Manufacturing security lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:291 +msgid "" +"*Manufacturing security lead time* is set globally for the business in " +":menuselection:`Manufacturing app --> Configuration --> Settings`. Under the" +" :guilabel:`Planning` heading, locate the box for :guilabel:`Security Lead " +"Time`, and click the checkbox to enable the feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:295 +msgid "" +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in the " +"manufacturing process." msgstr "" -"Pentru a-l activa, mergeți la :menuselection: `Producție --> Configurare -->" -" Setări` și bifați * Timpul de așteptare de siguranță *." #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" "View of the security lead time for manufacturing from the manufacturing app " -"settings" +"settings." msgstr "" -"Vizualizare a timpului de așteptare de siguranță pentru producție din " -"setările aplicației de producție" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:303 msgid "" -"For example, a customer orders B with a delivery date scheduled on the 20th " -"of June. The *Manufacturing Lead Time* is 14 days and the *Security Lead " -"Time* is 3 days, so the manufacturing of B needs to start at the latest on " -"the 3rd of June, which is the MO’s planned date." +"A product has a scheduled shipment date on the :abbr:`DO (Delivery Order)` " +"set for August 15th. The manufacturing lead time is 7 days, and " +"manufacturing security lead time is 3 days. So, the :guilabel:`Scheduled " +"Date` on the :abbr:`MO (Manufacturing Order)` reflects the latest date to " +"begin the manufacturing order. In this example, the planned date on the " +":abbr:`MO (Manufacturing Order)` is August 5th." msgstr "" -"De exemplu, un client comandă B cu o dată de livrare programată pe 20 iunie." -" Timpul de așteptare în producție este de 14 zile și timpul de așteptare de " -"siguranță este de 3 zile, astfel încât fabricarea B trebuie să înceapă cel " -"târziu pe 3 iunie, care este data planificată a MO." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:236 -msgid "Global Example" -msgstr "Exemplu global" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:310 +msgid "Global example" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 -msgid "Here is a configuration:" -msgstr "Aici este o configurație:" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:240 -msgid "1 day of security lead time for Sales" -msgstr "1 zi de așteptare de siguranță pentru Vânzări" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:241 -msgid "2 days of security lead time for Manufacturing" -msgstr "2 zile de așteptare de siguranță pentru Producție" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:242 -msgid "3 days of manufacturing lead time" -msgstr "3 zile de așteptare în producție" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:243 -msgid "1 day of security lead time for Purchase" -msgstr "1 zi de așteptare de siguranță pentru Cumpărare" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:244 -msgid "4 days of supplier lead time" -msgstr "4 zile de așteptare a furnizorului" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:246 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:312 msgid "" -"Let’s say that a customer orders B on the 1st of September and the delivery " -"date is planned to be within 20 days (September 20th). In such a scenario, " -"here is when all the various steps are triggered." +"See the following example to understand how all the lead times work together" +" to ensure timely order fulfillment:" msgstr "" -"Să zicem că un client comandă B pe 1 septembrie și data de livrare este " -"planificată să fie în 20 de zile (20 septembrie). Într-un astfel de " -"scenariu, iată toate etapele diverse declanșate." -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:250 -msgid "**September 1st**: the sales order is created" -msgstr "** 1 septembrie **: comanda de vânzări este creată" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:315 +msgid "**Sales security lead time**: 1 day" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:316 +msgid "**Manufacturing security lead time**: 2 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:317 +msgid "**Manufacturing lead time**: 3 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:318 +msgid "**Purchase security lead time**: 1 day" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:319 +msgid "**Vendor lead time**: 4 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:321 msgid "" -"**September 10th**: the deadline to order components from the supplier " -"because of the manufacturing process (4 days of supplier lead time)" +"The customer places an order for a manufactured product on September 1st, " +"and the scheduled delivery date from the warehouse is on September 20th. " +"Odoo uses lead times and automated reordering rules to schedule the " +"necessary operations, based on the outgoing shipment delivery date, " +"September 20th:" msgstr "" -"** 10 septembrie **: termenul limită pentru a comanda componente de la " -"furnizor impus de procesului de producție (4 zile de așteptare după " -"furnizor)" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" -"**September 13th**: the reception of the product from the supplier (1 day of" -" security lead time for Purchase)" +"Show timeline of how lead times work together to schedule warehouse " +"operations." msgstr "" -"** 13 septembrie **: primirea produsului de la furnizor (1 zi de așteptare " -"de siguranță pentru Achiziție)" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 -msgid "" -"**September 14th**: the deadline start date for the manufacturing (19th - 3 " -"days of manufacturing lead time - 2 days of security lead time for " -"Manufacturing)" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:329 +msgid "**September 1st**: Sales order created, confirmed by salesperson." msgstr "" -"** 14 septembrie **: data de începere a producției (19 - 3 zile de așteptare" -" în producție - 2 zile de așteptare de siguranță pentru Producție)" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:259 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:331 msgid "" -"**September 19th**: the expected date on the delivery order form (1 day of " -"security lead time for sales)" +"**September 9th**: Deadline to order components to ensure they arrive in " +"time when manufacturing begins (4-day supplier lead time)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:334 +msgid "" +"**September 13th**: Scheduled date of receipt for components. Initially, it " +"was set to 9/14, but the 1-day purchase security lead time pushed the date " +"earlier by 1 day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:337 +msgid "" +"**September 14th**: Deadline to begin manufacturing. Calculated by " +"subtracting the manufacturing lead time of 3 days, and the manufacturing " +"security lead time of 2 days, from the expected delivery date of September " +"19th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:341 +msgid "" +"**September 19th**: :guilabel:`Scheduled Date` on the delivery order form " +"indicates the updated expected delivery date, which was originally set as " +"September 20th. But the sales security lead time pushed the date forward by " +"a day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:345 +msgid "" +"Odoo's replenishment planning maps a business' order fulfillment process, " +"setting pre-determined deadlines and raw material order dates, including " +"buffer days for potential delays. This ensures products are delivered on " +"time." msgstr "" -"** 19 septembrie **: data așteptată pe formularul de livrare (1 zi de " -"așteptare de siguranță pentru vânzări)" #: ../../content/applications/inventory_and_mrp/inventory/management/products.rst:5 #: ../../content/applications/inventory_and_mrp/purchase/products.rst:5 @@ -5277,7 +5503,7 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:7 msgid "" "Reordering rules are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" @@ -5285,7 +5511,7 @@ msgid "" "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:11 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -5295,11 +5521,11 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:19 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :guilabel:`Inventory --> Products --> " @@ -5307,7 +5533,7 @@ msgid "" ":guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:23 msgid "" "First, on the :guilabel:`General Information` tab, make sure that the " ":guilabel:`Product Type` is set to :guilabel:`Storable Product`. This is " @@ -5319,7 +5545,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:29 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:31 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -5330,7 +5556,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:38 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -5344,7 +5570,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:47 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -5352,7 +5578,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:51 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -5364,46 +5590,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:62 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory --> " "Configuration --> Reordering Rules`, then click :guilabel:`Create`, and fill" " out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:66 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:67 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:70 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:73 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -5414,7 +5640,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:81 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory --> Products --> Products`, then " @@ -5422,7 +5648,7 @@ msgid "" "then fill out the new line as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:85 msgid "" "Once a reordering rule has been created for a product, if its forecasted " "quantity is below the rule's minimum quantity when the scheduler runs, a " @@ -5430,7 +5656,7 @@ msgid "" "the scheduler runs once each day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:90 msgid "" "To manually trigger a reordering rule before the scheduler runs, select " ":menuselection:`Inventory --> Operations --> Run Scheduler`. Then, select " @@ -5438,7 +5664,7 @@ msgid "" "aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:94 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -5446,7 +5672,7 @@ msgid "" "for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:98 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -5454,11 +5680,11 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 msgid "Set a preferred route for reordering" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:105 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -5466,7 +5692,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:109 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to if multiple are selected. " @@ -5474,7 +5700,7 @@ msgid "" ":menuselection:`Inventory --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:113 msgid "" "By default, the :guilabel:`Preferred Route` column is hidden on the " ":guilabel:`Reordering Rules` page. Enable it by selecting the :guilabel:`⋮ " @@ -5483,7 +5709,7 @@ msgid "" ":guilabel:`Preferred Route` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:118 msgid "" "Click inside of the column on the row of a reordering rule and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -5494,13 +5720,177 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:126 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " "that is listed first on the :guilabel:`Inventory` tab of the product form." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:3 +msgid "Scrap inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:5 +msgid "" +"In some cases, a product in inventory may be damaged or found to be " +"defective. If it is not possible to repair or return the product, Odoo " +"*Inventory* allows users to scrap it, ensuring that usable inventory counts " +"remain accurate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 +msgid "" +"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " +"Operations --> Scrap`. Each scrap order shows the date and time the order " +"was created, along with the product and quantity that was scrapped." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:14 +msgid "" +"To view the total quantity of each item scrapped, navigate to " +":menuselection:`Inventory --> Configuration --> Locations`. Remove the " +":guilabel:`Internal` filter from the :guilabel:`Search...` bar to display " +"virtual locations. Finally, select the :guilabel:`Virtual Locations/Scrap` " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:19 +msgid "" +"By default, scrapping a product removes it from physical inventory, and " +"places it in a virtual location titled *Virtual Locations/Scrap*. A virtual " +"location is **not** a physical space, but rather a designation in Odoo that " +"is used to track items that are no longer in physical inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:23 +msgid "Learn more" +msgstr "Aflați mai multe" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:25 +msgid "" +"For more information about virtual locations, see the documentation about " +"the different types of :ref:`locations `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:29 +msgid "Scrap from stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:31 +msgid "" +"To scrap a product located in inventory, begin by navigating to " +":menuselection:`Inventory --> Operations --> Scrap`. On the :guilabel:`Scrap" +" Orders` page, click :guilabel:`Create` to configure a new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:35 +msgid "" +"On the scrap order, select the product being scrapped from the " +":guilabel:`Product` drop-down menu, then enter the quantity in the " +":guilabel:`Quantity` field. The :guilabel:`Source Location` defaults to the " +"location where the product is stored, and the :guilabel:`Scrap Location` " +"defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can be " +"changed by selecting a different location from their respective drop-down " +"menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "A new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:45 +msgid "" +"Finally, click :guilabel:`Validate` to scrap the product. The on-hand " +"inventory count for the scrapped product updates to subtract the scrapped " +"quantity." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:49 +msgid "Scrap from a receipt, transfer, or delivery" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:51 +msgid "" +"It is also possible to scrap products during the receipt, transfer, and " +"delivery operations. This can be necessary if any products are found to be " +"defective when receiving them into inventory, transferring them from one " +"location to another, or preparing them for delivery." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:55 +msgid "" +"To scrap a product during the receipt, transfer, or delivery operations, " +"begin by navigating to the :menuselection:`Inventory` app. On the " +":guilabel:`Overview` page, select the :guilabel:`# TO PROCESS` button on the" +" :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or " +":guilabel:`Delivery Orders` card, depending on the type of operation the " +"product is being scrapped from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:61 +msgid "" +"For the :guilabel:`Internal Transfers` card to appear on the " +":menuselection:`Overview` page of the :menuselection:`Inventory` app, the " +":guilabel:`Storage Locations` setting must be enabled. To do so, navigate to" +" :menuselection:`Configuration --> Settings`, then enable the checkbox next " +"to :guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:66 +msgid "" +"Alternatively, a list of all delivery orders, receipts, and transfers can be" +" viewed by navigating to :menuselection:`Inventory --> Operations --> " +"Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:69 +msgid "" +"Next, open a delivery order, receipt, or transfer from the corresponding " +"page by clicking on it. A :guilabel:`Scrap` button appears at the top of the" +" page. Click it to open the :guilabel:`Scrap` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The scrap pop-up in the Inventory app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:78 +msgid "" +"The :guilabel:`Scrap` button will only appear on a receipt that has been " +"validated. This is because Odoo only allows products to be scrapped once " +"they have been entered into inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:81 +msgid "" +"On the :guilabel:`Scrap` pop-up window, select the product being scrapped " +"from the :guilabel:`Product` drop-down menu. Then, enter the quantity in the" +" :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:84 +msgid "" +"The :guilabel:`Source Location` defaults to the location where the product " +"is stored, and the :guilabel:`Scrap Location` defaults to :guilabel:`Virtual" +" Locations/Scrap`, but either of these can be changed by selecting a " +"different location from their respective drop-down menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:88 +msgid "" +"Finally, click :guilabel:`Done` to scrap the product. After doing so, the " +":guilabel:`Scrap` pop-up window disappears and a :guilabel:`Scraps` smart " +"button appears in the top right of the page. Click it to view all of the " +"scrap orders created from that operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The Scraps smart button." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:3 msgid "Selecting a replenishment strategy" msgstr "" @@ -5520,7 +5910,7 @@ msgid "Terminology" msgstr "Terminologie" #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:19 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 msgid "Replenishment report and reordering rules" msgstr "Raport de reînnoire și reguli de reînnoire" @@ -5547,24 +5937,24 @@ msgid "" "from the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:31 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 msgid "Make to order" msgstr "Fabricați la comandă" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:35 msgid "" "*Make to order (MTO)* is a procurement route that creates a draft purchase " "order (or manufacturing order) each time a sales order is confirmed, " "**regardless of the current stock level**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:38 msgid "" "Unlike products replenished using reordering rules, Odoo automatically links" " the sales order to the |PO| or |MO| generated by the |MTO| route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:41 msgid "" "Another difference between reordering rules and |MTO| is, with |MTO|, Odoo " "generates a draft |PO| or |MO| immediately after the |SO| is confirmed. With" @@ -5572,25 +5962,25 @@ msgid "" "forecasted stock falls below the set minimum quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:45 msgid "" "In addition, Odoo automatically adds quantities to the |PO| or |MO| as the " "forecast changes, so long as the |PO| or |MO| is not confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:48 msgid "" "The |MTO| route is the best replenishment strategy for products that are " "customized, and/or for products that have no stock kept on-hand." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:58 msgid "" "To access the replenishment report, go to :menuselection:`Inventory app --> " "Operations --> Replenishment.`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:61 msgid "" "By default, the replenishment report dashboard shows every product that " "needs to be manually reordered. If there is no specific rule for a product, " @@ -5598,7 +5988,7 @@ msgid "" " are both `0.00`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:66 msgid "" "For products that don't have a set reordering rule, Odoo calculates the " "forecast based on confirmed sales orders, deliveries, and receipts. For " @@ -5607,7 +5997,7 @@ msgid "" "and security lead time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:72 msgid "" "Before creating a new reordering rule, make sure the product has a *vendor* " "or a *bill of materials* configured on the product form. To check this, go " @@ -5618,7 +6008,7 @@ msgid "" "form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:78 msgid "" "The :guilabel:`Product Type`, located in the :guilabel:`General Information`" " tab on the product form, **must** be set to :guilabel:`Storable Product`. " @@ -5633,7 +6023,7 @@ msgid "" "current needs." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:87 msgid "" "To create a new reordering rule from the replenishment report, go to " ":menuselection:`Inventory app --> Operations --> Replenishment`, click " @@ -5643,7 +6033,7 @@ msgid "" "columns on the :guilabel:`Replenishment` report page, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:93 msgid "" "To create a new reordering rule from the product form, go to " ":menuselection:`Inventory app --> Products --> Products`, and select a " @@ -5651,11 +6041,11 @@ msgid "" "smart button, click :guilabel:`Create`, and fill out the fields." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 msgid "Replenishment report fields" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:100 msgid "" "The following fields are on the :guilabel:`Replenishment` report. If any of " "these fields are not visible, click the :guilabel:`⋮ (additional options)` " @@ -5663,46 +6053,46 @@ msgid "" "field to make it visible." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 msgid ":guilabel:`Product`: the product that requires a replenishment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 msgid "" ":guilabel:`Location`: the specific location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 msgid ":guilabel:`Warehouse`: the warehouse where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:107 msgid ":guilabel:`On Hand`: the amount of product currently available." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 msgid "" ":guilabel:`Forecast`: the amount of product available after all current " "orders (sales, manufacturing, purchase, etc.) are taken into account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 msgid "" ":guilabel:`Preferred Route`: how the product is procured, either " ":guilabel:`Buy`, :guilabel:`Manufactured`, :guilabel:`Dropship`, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 msgid ":guilabel:`Vendor`: the company from which the product is acquired." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:113 msgid "" ":guilabel:`Bill of Materials`: the bill of materials for the product (if one" " is configured)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:114 msgid "" ":guilabel:`Trigger`: how the replenishment is created, either " ":guilabel:`Auto` (automatically, once the :guilabel:`On Hand` quantity goes " @@ -5710,27 +6100,27 @@ msgid "" "replenishment is requested)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 msgid "" ":guilabel:`Procurement Group`: the reference number for how the product is " "being acquired, such as a sales order, purchase order, or manufacturing " "order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 msgid "" ":guilabel:`Min Quantity`: the minimum amount of product that should be " "available. When inventory levels goes below this number, the replenishment " "is triggered." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 msgid "" ":guilabel:`Max Quantity`: the amount of product that should be available " "after replenishing the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:123 msgid "" ":guilabel:`Multiple Quantity`: if the product should be ordered in specific " "quantities, enter the number that should be ordered. For example, if the " @@ -5738,22 +6128,22 @@ msgid "" "products are replenished." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 msgid "" ":guilabel:`To Order`: the amount of product that is currently needed, and " "will be ordered, if the :guilabel:`Order Once` or :guilabel:`Automate " "Orders` button is clicked." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:128 msgid ":guilabel:`UoM`: the unit of measure used to acquire the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 msgid ":guilabel:`Company`: the company for which the product is acquired." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:131 msgid "" "By default, the quantity in the :guilabel:`To Order` field is the quantity " "required to reach the set :guilabel:`Max Quantity`. However, the " @@ -5762,21 +6152,21 @@ msgid "" "Once`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:135 msgid "" "To automate a replenishment from the :guilabel:`Replenishment` page, click " ":guilabel:`Automate Orders` on the right-side of the line, represented by a " ":guilabel:`🔄 (circular arrow)` icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:138 msgid "" "When this button is clicked, Odoo will automatically generate a draft " "|PO|/|MO| every time the forecasted stock level falls below the set " ":guilabel:`Min Quantity` of the reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:141 msgid "" "On the :guilabel:`Replenishment` page, a reordering rule or manual " "replenishment can be temporarily deactivated for a given period, by clicking" @@ -5789,7 +6179,7 @@ msgid "" "time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:147 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:149 msgid "" "A |PO| or |MO| created by a manual replenishment has a " ":guilabel:`Replenishment Report` as the source document. A |PO| or |MO| " @@ -5803,43 +6193,43 @@ msgid "" "report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 msgid "Make to order (MTO) route" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:160 msgid "" "Since the |MTO| route is recommended for customized products, the route is " "hidden by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:169 msgid "To activate the |MTO| route in Odoo:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:161 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:163 msgid "Go to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 msgid "" "Activate the :guilabel:`Multi-Step Routes` setting, located under the " ":guilabel:`Warehouse` section, and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 msgid "" "Then, go to :menuselection:`Inventory app --> Configuration --> Routes`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 msgid "" "Click on :menuselection:`Filters --> Archived` to show archived routes." msgstr "" "Faceți clic pe :menuselection:`Filtre --> Arhivate` pentru a afișa rutele " "arhivate." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:168 msgid "" "Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click " "on :menuselection:`Action --> Unarchive`." @@ -5847,27 +6237,27 @@ msgstr "" "Selectați caseta de lângă :guilabel:`Reînnoiți la comandă (MTO)`, și faceți " "clic pe:menuselection:`Acțiune --> Dezactivați arhivarea`." -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:170 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:172 msgid "" "Activating the :guilabel:`Multi-Step Routes` setting also activates " ":guilabel:`Storage Locations`. If these features aren't applicable to the " "warehouse, disable these settings after unarchiving the |MTO| route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:176 msgid "" "To set a product's procurement route to |MTO|, go to " ":menuselection:`Inventory app --> Products --> Products`, and click on the " "desired product to open its product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:179 msgid "" "Then, click the :guilabel:`Inventory` tab, and in the :guilabel:`Routes` " "section of options, select :guilabel:`Replenish on Order (MTO)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:182 msgid "" "For products purchased directly from a vendor, make sure the :guilabel:`Buy`" " route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -5875,7 +6265,7 @@ msgid "" "tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:186 msgid "" "For products manufactured in-house, make sure the :guilabel:`Manufacture` " "route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -5884,11 +6274,11 @@ msgid "" "the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:191 msgid "Finally, when all configurations are complete, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:194 msgid "" "The |MTO| route cannot be selected alone. |MTO| **only** works if the " ":guilabel:`Manufacture` or :guilabel:`Buy` route is also selected." @@ -6600,7 +6990,7 @@ msgid "Integrating additional costs to products (landed costs)" msgstr "" "Integrarea costurilor suplimentare pentru produse (costuri aditionale)" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:7 msgid "" "The landed cost feature in Odoo allows the user to include additional costs " "(shipment, insurance, customs duties, etc.) into the cost of the product." @@ -6609,7 +6999,7 @@ msgstr "" "costuri suplimentare(transport, asigurare, taxe vamale, etc.) în costul " "produsului." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:13 msgid "" "First, go to :menuselection:`Inventory --> Configuration --> Settings --> " "Valuation` and activate the :guilabel:`Landed Costs` feature. Odoo also " @@ -6625,15 +7015,15 @@ msgstr "" msgid "Activate the landed cost feature in Inventory settings." msgstr "Activați funcția de costuri adiționale în setările de inventar." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:22 msgid "Add costs to products" msgstr "Adăugați costuri la produse" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 msgid "Receive the vendor bill" msgstr "Primirea facturii furnizorului" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:27 msgid "" "After a vendor fulfills a purchase order and sends a bill, click " ":guilabel:`Create Bill` on the purchase order to create a vendor bill in " @@ -6652,7 +7042,7 @@ msgid "Enable Landed Costs option on vendor bill line." msgstr "" "Activați opțiunea de costuri adiționale pe linia facturii furnizorului." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:35 msgid "" "For charges that are always landed costs, create a landed cost product in " "Odoo. That way, the landed cost product can be quickly added to the vendor " @@ -6665,7 +7055,7 @@ msgstr "" "de a introduce manualinformațiile de costuri adiționale de fiecare dată când" " vine o factură furnizorului." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:39 msgid "" "First, create a new product in :menuselection:`Inventory --> Products --> " "Products --> Create`. Next, name the landed cost product. Then, set the " @@ -6683,7 +7073,7 @@ msgstr "" "pe:guilabel:`Salvează` pentru a finaliza crearea produsului de costuri " "adiționale." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:45 msgid "" "If this product is always a landed cost, you can also define it on the " "product and avoid having to tick the box on each vendor bill." @@ -6695,7 +7085,7 @@ msgstr "" msgid "Option to define a product as a landed cost." msgstr "Opțiunea de a defini un produs ca cost adițional." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:50 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:52 msgid "" "Once the landed cost is added to the vendor bill (either by checking the " ":guilabel:`Landed Cost` option on the invoice line or adding a landed cost " @@ -6724,7 +7114,7 @@ msgstr "" "Utilizați un transfer de depozit pentru a acoperi un cost adiționale în " "jurnalul contabil." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:64 msgid "" "After setting the picking, click :guilabel:`Compute` on the landed cost " "record. Then, go to the :guilabel:`Valuation Adjustments` tab to see the " @@ -6737,7 +7127,7 @@ msgstr "" " faceți clic pe :guilabel:`Validează` pentru a postaînregistrarea costului " "adiționale în jurnalul contabil." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:68 msgid "" "The user can access the journal entry that has been created by the landed " "cost by clicking on the :guilabel:`Journal Entry`." @@ -6745,7 +7135,7 @@ msgstr "" "Utilizatorul poate accesa înregistrarea jurnalului care a fost creată de " "costuladițional, făcând clic pe :guilabel:`Înregistrare jurnal`." -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:72 msgid "" "The product that the landed cost is applied to must have a product category " "set to a :abbr:`FIFO (First In, First Out)` or an :abbr:`AVCO (Average " @@ -6759,7 +7149,7 @@ msgstr "" msgid "Landed cost journal entry" msgstr "Elemente in jurnalul costuri adiționale" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:80 msgid "" "Landed cost records can also be directly created in " ":menuselection:`Inventory --> Operations --> Landed Costs`, it is not " @@ -6814,23 +7204,23 @@ msgid "" "basis depending on the needs and priorities of the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 msgid "Types of accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:37 msgid "" "Accounting entries will depend on the accounting mode: *Continental* or " "*Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:40 msgid "" "Verify the accounting mode by activating the :ref:`developer-mode` and " "navigating to :menuselection:`Accounting --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:43 msgid "" "In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " "when products are sold or delivered. This means that the cost of a good is " @@ -6839,24 +7229,24 @@ msgid "" " both *Asset Accounts* in the balance sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:48 msgid "" "In *Continental* accounting, the cost of a good is reported as soon as a " "product is received into stock. Additionally, a single *Expense* account is " "used for both input and output accounts in the balance sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 msgid "Costing methods" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:57 msgid "" "Below are the three costing methods that can be used in Odoo for inventory " "valuation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 msgid "" "**Standard Price**: is the default costing method in Odoo. The cost of the " "product is manually defined on the product form, and this cost is used to " @@ -6864,7 +7254,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:63 msgid "" "**Average Cost (AVCO)**: calculates the valuation of a product based on the " "average cost of that product, divided by the total number of available stock" @@ -6872,7 +7262,7 @@ msgid "" "constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:66 msgid "" "**First In First Out (FIFO)**: tracks the costs of incoming and outgoing " "items in real-time and uses the real price of the products to change the " @@ -6884,18 +7274,18 @@ msgid "" "sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 msgid "" "Changing the costing method greatly impacts inventory valuation. It's highly" " recommended to consult an accountant first before making any adjustments " "here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:78 msgid "Configure automated inventory valuation in Odoo" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:80 msgid "" "Make changes to inventory valuation options by navigating to " ":menuselection:`Inventory --> Configuration --> Product Categories`, and " @@ -6903,13 +7293,13 @@ msgid "" "apply." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:85 msgid "" "It is possible to use different valuation settings for different product " "categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:87 msgid "" "Under the :guilabel:`Inventory Valuation` heading are two labels: " ":guilabel:`Costing Method` and :guilabel:`Inventory Valuation`. Pick the " @@ -6919,13 +7309,13 @@ msgid "" ":guilabel:`Automated`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 msgid "" -":doc:`Using the inventory valuation " -"`" +":ref:`Using the inventory " +"valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:96 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -6936,7 +7326,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:102 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " @@ -6947,21 +7337,21 @@ msgid "" "*Inventory Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:108 msgid "" "On the same screen, the :guilabel:`Account Stock Properties` fields will " "appear, as they are now required fields given the change to automated " "inventory valuation. These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:112 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:114 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -6970,7 +7360,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:118 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -6979,11 +7369,11 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:124 msgid "Access reporting data generated by inventory valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:126 msgid "" "To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." " At the top of the dashboard, change the :guilabel:`As of` field value to " @@ -6992,14 +7382,14 @@ msgid "" " at once." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:131 msgid "" "Under the parent :guilabel:`Current Assets` line item, look for the nested " ":guilabel:`Stock Valuation Account` line item, where the total valuation of " "all of the inventory on hand is displayed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:135 msgid "" "Access more specific information with the :guilabel:`Stock Valuation " "Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " @@ -7018,48 +7408,48 @@ msgstr "" msgid "Using inventory valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:7 msgid "" "*Inventory valuation* is a quintessential accounting procedure that " "calculates the value of on-hand stock. Once determined, the inventory " "valuation amount is then incorporated into a company's overall value." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:11 msgid "" "In Odoo, this process can be conducted manually— by warehouse employees " "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:15 msgid "" -":ref:`Inventory valuation configuration " -"`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:16 -msgid "Understand the basics of inventory valuation" +":ref:`Inventory valuation " +"configuration`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:18 +msgid "Understand the basics of inventory valuation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:20 msgid "" "In order to understand how moving products in and out of stock affects the " "company's overall value, consider the following product and stock moves " "scenario below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 msgid "Receive a product" msgstr "Recepția unui produs" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:26 msgid "" "For example, consider an physical product, a simple *table*, which is " "categorized as `Office Furniture` in the product form's :guilabel:`Product " "Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:29 msgid "" "Navigate to the the product category itself by going to " ":menuselection:`Inventory app --> Configuration --> Product Categories`, and" @@ -7067,14 +7457,14 @@ msgid "" "(FIFO)` and the :guilabel:`Inventory Valuation` field as `Automated`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:34 msgid "" "Alternatively access the :guilabel:`Product Categories` dashboard by " "clicking on the :guilabel:`internal link` arrow on the individual product's " "form, by hovering over the :guilabel:`Product Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:38 msgid "" "Next, assume 10 tables are purchased at a price of $10.00, each. The " ":abbr:`PO (Purchase Order)` for those tables will show the subtotal of the " @@ -7085,7 +7475,7 @@ msgstr "" msgid "Purchase order with 10 tables products valued at $10 each." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:45 msgid "" "After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, use" " the :guilabel:`Valuation` smart button to view how the value of inventory " @@ -7096,13 +7486,13 @@ msgstr "" msgid "Valuation smart button on a receipt." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:53 msgid "" ":ref:`Developer mode ` must be turned on to see the " "*Valuation* smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:56 msgid "" "The :doc:`consignment " "` " @@ -7110,7 +7500,7 @@ msgid "" "companies are not accounted for in the host company's inventory valuation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:60 msgid "" "The :guilabel:`Stock Valuation` dashboard then displays valuation of all " "products in the shipment, along with their quantities and valuation. In the " @@ -7122,7 +7512,7 @@ msgstr "" msgid "Stock valuation page depicting the products within a shipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:68 msgid "" "In Odoo, automatic inventory valuation records are also recorded in the " "*Accounting* app. To access these accounting entries, navigate to " @@ -7135,11 +7525,11 @@ msgstr "" msgid "Accounting entry for the inventory valuation of 10 tables." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 msgid "Deliver a product" msgstr "Livrarea unui produs" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:80 msgid "" "In the same logic, when a table is shipped to a customer and leaves the " "warehouse, the stock valuation decreases. The :guilabel:`Valuation` smart " @@ -7151,11 +7541,11 @@ msgstr "" msgid "Decreased stock valuation after a product is shipped." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 msgid "The inventory valuation report" msgstr "Raportul de evaluare a stocului" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:91 msgid "" "To view the current value of all products in the warehouse, go to " ":menuselection:`Inventory app --> Reporting --> Inventory Valuation`. The " @@ -7168,18 +7558,18 @@ msgstr "" msgid "Inventory valuation report showing multiple products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:101 msgid "" "The :guilabel:`Inventory At Date` button, located in the top-left corner of " "the :guilabel:`Stock Valuation` dashboard, shows the inventory valuation of " "products available during a prior specified date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 msgid "Update product unit price" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:108 msgid "" "For any company: lead times, supply chain failures, and other risk factors " "can contribute to invisible costs. Although Odoo attempts to accurately " @@ -7187,7 +7577,7 @@ msgid "" "to update the unit price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:113 msgid "" "Manual valuation is intended for products that can be purchased and received" " for a cost greater than 0, or have product categories set with " @@ -7199,7 +7589,7 @@ msgstr "" msgid "Add manual valuation of stock value to a product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:121 msgid "" "Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard" " by first navigating to :menuselection:`Inventory app --> Reporting --> " @@ -7208,7 +7598,7 @@ msgid "" " well as a teal :guilabel:`+ (plus)` button on the right." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:126 msgid "" "Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product" " Revaluation` form, where updates to the calculation of inventory valuation " @@ -8684,6 +9074,135 @@ msgstr "O comanda de reaprovizionarea pentru stocului unui depozit cu altul." msgid "A receipt for stock received to one warehouse from another." msgstr "O receptie pentru stocul primit intr-un depozit din altul." +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:3 +msgid "Locations" +msgstr "Locații" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:5 +msgid "" +"A *location* is a specific space within a warehouse. This can be a shelf, " +"room, aisle, etc. There are three types of locations in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:8 +msgid "" +"*Physical locations* are spaces within a warehouse owned by the user's " +"company. These can be a an area where items are stored like an aisle or " +"shelf, or an area where operations take place, like loading and unloading " +"bays." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:11 +msgid "" +"*Partner locations* are the same as physical locations except that they " +"exist within the warehouse of a customer or vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:13 +msgid "" +"*Virtual locations* are locations that do not exist physically, but where " +"items that are not in inventory can be placed. These can be items that have " +"not yet entered inventory, like products that are on the way to a warehouse," +" or items that are no longer in inventory due to loss or other factors." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:19 +msgid "" +"In order to use locations, the :guilabel:`Storage Locations` setting must be" +" enabled. To do so, navigate to :menuselection:`Inventory --> Configuration " +"--> Settings`, scroll down to the :guilabel:`Warehouse` heading, and enable " +"the :guilabel:`Storage Locations` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:24 +msgid "Create a new location inside a warehouse" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:26 +msgid "" +"Starting from the :menuselection:`Inventory` app, select " +":menuselection:`Configuration --> Locations --> Create`. The new location " +"form can then be configured as follows:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:29 +msgid "" +":guilabel:`Location Name`: the name that will be used to reference the " +"location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:30 +msgid "" +":guilabel:`Parent Location`: the location or warehouse that the new location" +" exists within" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:31 +msgid "" +":guilabel:`Location Type`: choose the category that the location belongs to" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:32 +msgid "" +":guilabel:`Company`: the company that owns the warehouse that the location " +"is inside of" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:33 +msgid "" +":guilabel:`Is a Scrap Location?`: check this box to allow for " +"scrapped/damaged goods to be stored in this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:35 +msgid "" +":guilabel:`Is a Return Location?`: check this box to allow products to be " +"returned to this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:37 +msgid ":guilabel:`Barcode`: the barcode number assigned to the location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:38 +msgid "" +":guilabel:`Removal Strategy`: the :ref:`strategy " +"` for how items should be taken from " +"inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst-1 +msgid "The form for creating a new location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:46 +msgid "Create location hierarchies" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:48 +msgid "" +"The *Parent Location* setting on the new location form allows for a location" +" to exist within a warehouse or another location. Every location can serve " +"as a parent location, and every parent location can have multiple locations " +"within it, allowing for the creation of a virtually infinite hierarchical " +"structure." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:54 +msgid "" +"Location hierarchy could be organized so that a shelf is located within an " +"aisle, which is located within a room, which is located within the overall " +"warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:57 +msgid "" +"To create the location hierarchy in the example above, set the warehouse as " +"the parent of the room, the room as the parent of the aisle, and the aisle " +"as the parent of the shelf. This can be adapted to a hierarchy of any " +"magnitude." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst:3 msgid "Transfer products between warehouses using replenishment" msgstr "" @@ -8963,7 +9482,7 @@ msgstr "" "unei companii. Mai multe depozite pot fi configurate in Odoo si utilizatorul" " poate crea mutari intre depozite." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:19 msgid "" "A **Location** is a specific space within the warehouse. It can be a " "sublocation of the warehouse (a shelf, a floor, an aisle, and so on). " @@ -8977,11 +9496,11 @@ msgstr "" "depozite. In Odoo, atatea locatii pot fi configurate cat sunt necesare intr-" "un depozit." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 msgid "There are three types of locations:" msgstr "Există trei tipuri de locatii:" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:26 msgid "" "The **Physical Locations** are internal locations that are part of the " "warehouses that the company owns. They can be the loading and unloading " @@ -8991,7 +9510,7 @@ msgstr "" "companiei. Ele pot fi zonele de incarcare si descarcare ale depozitului, un " "raft, un departament, etc." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:28 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:30 msgid "" "The **Partner Locations** are spaces within a customer and/or vendor's " "warehouse. They work the same way as physical locations, with the only " @@ -9001,7 +9520,7 @@ msgstr "" "furnizor. Ele functioneaza la fel ca locatiile fizice, cu singura diferenta " "ca nu sunt deținute de compania utilizatorului." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:34 msgid "" "The **Virtual Locations** are places that do not exist, but in which " "products can be placed when they are not physically in an inventory yet (or " @@ -9014,7 +9533,7 @@ msgstr "" " cand se inregistreaza produse pierdute (**Pierderi de Inventar**), sau cand" " se tine cont de produsele care sunt pe drum catre depozit (**Procurări**)." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:39 msgid "" "In Odoo, locations are structured hierarchically. Locations can be " "structured as a tree, dependent on a parent-child relationship. This gives " @@ -9026,7 +9545,7 @@ msgstr "" " mai detaliate de analiza a operatiunilor de stoc si organizarea " "depozitelor." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:46 msgid "" "To activate locations, go to :menuselection:`Configuration --> Settings` and" " enable :guilabel:`Storage Locations`. Then, click :guilabel:`Save`." @@ -9039,7 +9558,7 @@ msgstr "" msgid "Enable the storage location feature in Odoo Inventory settings." msgstr "Activați funcția de locație de stocare în setările de inventar Odoo." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:54 msgid "" "To manage several routes within the warehouses, also enable " ":guilabel:`Multi-Step Routes` and check " @@ -9048,12 +9567,12 @@ msgstr "" "Pentru a gestiona mai multe rute în depozite, activați și :guilabel:`Rute " "multi-pas` și verificați :doc:`../../rute/concepte/utilizarea_rutelor`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 #: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst:41 msgid "Create a new warehouse" msgstr "Creați un nou depozit" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:60 msgid "" "To create a warehouse, go to :menuselection:`Configuration --> Warehouse " "Management --> Warehouses` and click on :guilabel:`Create`." @@ -9061,7 +9580,7 @@ msgstr "" "Pentru a crea un depozit, accesați :menuselection:`Configurare --> " "Managementul de depozite --> Depozite` și faceți clic pe :guilabel:`Creare`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:63 msgid "" "Then, fill out a :guilabel:`Warehouse Name` and a :guilabel:`Short Name`. " "The short name is five characters maximum." @@ -9073,7 +9592,7 @@ msgstr "" msgid "Short name field of a warehouse on Odoo Inventory." msgstr "Câmpul Cod scurt al unui depozit pe inventarul Odoo." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:71 msgid "" "The :guilabel:`Short Name` appears on transfer orders and other warehouse " "documents. Odoo recommends using an understandable one like \"WH/[first " @@ -9083,7 +9602,7 @@ msgstr "" "depozit. Odoo recomandă utilizarea unui nume înțeles, cum ar fi " "\"WH/[primele litere ale locației]\"." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:74 msgid "" "Now, go back to the :guilabel:`Inventory` dashboard. There, new operations " "related to the newly created warehouse have been automatically generated." @@ -9099,7 +9618,7 @@ msgstr "" "Tabloul de bord al aplicației de inventar care afișează noi tipuri de " "transferuri pentru depozitul creat recent." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:82 msgid "" "Adding a second warehouse will automatically activate the " ":guilabel:`Locations` setting." @@ -9107,11 +9626,11 @@ msgstr "" "Adăugarea unui al doilea depozit va activa automat setarea " ":guilabel:`Locații`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 msgid "Create a new location" msgstr "Creați o nouă locație" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:87 msgid "" "To create a location, go to :menuselection:`Configuration --> Warehouse " "Management --> Locations` and click on :guilabel:`Create`." @@ -9119,7 +9638,7 @@ msgstr "" "Pentru a crea o locație, accesați :menuselection:`Configurare --> " "Managementul de depozite --> Locații` și faceți clic pe :guilabel:`Creare`." -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:90 msgid "" "Then, fill out a :guilabel:`Location Name` and a :guilabel:`Parent Location`" " and click :guilabel:`Save`." @@ -10750,618 +11269,610 @@ msgstr "" "Categoriile de stocare utilizate într-o varietate de reguli de depozitare." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:3 -msgid "What is a Removal Strategy (FIFO, LIFO, FEFO, Closest location)?" +msgid "Removal strategies (FIFO, LIFO, FEFO)" msgstr "" -"Ce este o strategie de eliminare (FIFO, LIFO, FEFO, locația cea mai " -"apropiată)?" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:7 +msgid "" +"For companies with warehouses, **removal strategies** determine which " +"products are taken from the warehouse, and when. Removal strategies are " +"typically defined for specific picking operations. This helps companies to " +"select the best products, optimize the distance workers need to travel when " +"picking items for orders, and account for quality control, such as moving " +"products with expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:13 msgid "" "Usually, *Removal Strategies* are defined in picking operations to select " -"the best products, optimize the distance for the worker, for quality control" -" purposes, or to first move products with the closest expiration date." +"the best products to optimize the distance for the worker, for quality " +"control purposes, or to first move the products with the closest expiration " +"date." msgstr "" -"De obicei, *Strategiile de eliminare* sunt definite în operațiunile de " -"preluare pentru a selecta cele mai bune produse, pentru a optimiza distanța " -"pentru angajat, pentru scopuri de control al calității sau pentru a muta " -"întâi produsele cu data de expirare cea mai apropiată." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:17 msgid "" -"When a product movement needs to be done, Odoo finds available products that" -" can be assigned to the transfer. The way Odoo assigns these products " -"depends on the *Removal Strategy* defined in the *Product Category* or on " -"the *Location*." +"When a product needs to be moved, Odoo finds available products that can be " +"assigned to the transfer. The way Odoo assigns these products depends on the" +" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " +"Category` or the :guilabel:`Location` dashboards." msgstr "" -"Când este necesară o mutare a produsului, Odoo găsește produsele disponibile" -" care pot fi atribuite transferului. Modul în care Odoo atribuie aceste " -"produse depinde de *Strategia de eliminare* definită în *Categoria de " -"produs* sau în *Locație*." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:21 +msgid "" +"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " +"app --> Configuration --> Locations` or :menuselection:`Product Categories`." +" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " +"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" +" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " +"drop-down menu and selecting the desired removal strategy. After selecting " +"the new removal strategy, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"Change the Force Removal Strategy for either the Product Categories or " +"Locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:33 msgid "What happens inside the warehouse?" msgstr "Ce se întâmplă în interiorul depozitului?" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:35 msgid "" -"Imagine a generic warehouse plan, with receiving docks and areas, storage " -"locations, picking and packing areas, and shipping docks. All products go " -"through all these locations, but some rules, such as removal strategies, can" -" have an effect on which products are taken for the pickings." +"Most warehouses share the same important areas: receiving docks and sorting " +"areas, storage locations, picking and packing areas, and shipping/loading " +"docks. While all products entering or leaving the warehouse might go through" +" each of these locations at some point, removal strategies can have an " +"effect on which products are taken, from where, and when." msgstr "" -"Imaginează un plan generic de depozit, cu docuri și zone de primire, locații" -" de stocare, zone de preluare și ambalare și docuri de expediere. Toate " -"produsele trec prin toate aceste locații, dar unele reguli, cum ar fi " -"strategiile de eliminare, pot avea un efect asupra produselor care sunt " -"preluate pentru preluări." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Empty stock waiting for deliveries at the docks." -msgstr "Stoc gol așteptând livrările la docuri." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:40 msgid "" -"Here, vendor trucks unload pallets of goods at the docks. Then, operators " -"scan the products in the receiving area with the reception date and, if the " -"product has an expiration date, the expiration date. After that, products " -"are stored in their respective locations." +"In this example below, vendor trucks unload pallets of goods at the " +"receiving docks. Then, operators scan the products in the receiving area, " +"with the reception date and expiration date. After that, products are stored" +" in their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:45 +msgid "" +"Not all products have expiration dates, but in this example, expiration " +"dates apply." msgstr "" -"Aici, camioanele furnizorului descarcă paletele de bunuri la docuri. Apoi, " -"operatorii scanează produsele în zona de primire cu data primirii și, dacă " -"produsul are o dată de expirare, data expirării. După aceea, produsele sunt " -"stocate în locațiile lor respective." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Products entering stock via the receiving area." msgstr "Produsele intră în stoc prin intermediul zonei de primire." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 msgid "" -"Next, several orders for the same product are made, but in this example, the" -" goods weren't received on the same day and they don't have the same " -"expiration date. In that situation, logically, sending those with the " -"closest date first is preferred. Depending on the chosen removal strategy, " -"Odoo generates a transfer with the products that fit the settings the best." +"In Odoo, receive products by navigating to the :menuselection:`Inventory` " +"application, and in the kanban view, click on either the " +":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " +":guilabel:`Receipts` dashboard, find and click on the individual receipt " +"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " +"enter the received quantity in the :guilabel:`Done` column. To finish, " +":guilabel:`Validate` to receive the products and register them in the Odoo " +"database." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:59 +msgid "" +"Receiving products can also be done within the Odoo *Barcode* application. " +"If using the *Barcode* app, scan the product(s), update the quantity, and " +"finally, click :guilabel:`Validate`. After products are received in Odoo, " +"the products can then be moved to their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:64 +msgid "" +"Continuing with the same example, below, imagine several sales orders are " +"made for the products received earlier, that use expiration dates. In this " +"example, the products weren't received on the same day, and they don't have " +"the same expiration date. In this situation, logically, sending products " +"with the closest expiration date is preferred, instead of products received " +"first or last. Using the chosen removal strategy configured for those " +"products (in this example, :ref:`FEFO `), Odoo generates a " +"transfer for the products with the soonest expiration date to the picking " +"area, then the packing area, and finally, to the shipping docks for delivery" +" to the customer." msgstr "" -"În continuare, sunt făcute mai multe comenzi pentru același produs, dar în " -"acest exemplu, bunurile nu au fost primite în același zi și nu au aceeași " -"dată de expirare. În această situație, logic, în primul rând trimiterea " -"celor cu data cea mai stransa este preferată. În funcție de strategia de " -"eliminare aleasă, Odoo generează un transfer cu produsele conform setărilor." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "" -":alt: Products being packed at the packing area for delivery, taking expiration dates into\n" +"Products being packed at the packing area for delivery, taking the expiration dates into\n" "account." msgstr "" -":alt: Produsele sunt ambalate în zona de ambalare pentru livrare, luând în\n" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:79 msgid "" "To pick for delivery, the product's lot/serial number can be found on the " -"transfer form." +"transfer form. To learn more about picking and shipping, refer to either the" +" :ref:`Two-step delivery ` or " +":ref:`Three-step delivery ` documentation." msgstr "" -"Pentru a prelua pentru livrare, lotul/numărul de serie al produsului poate " -"fi găsit pe formularul transferului." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:46 -msgid "How does it work?" -msgstr "Cum funcționează?" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:85 +msgid "How each removal strategy works" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:87 +msgid "" +"Removal strategies determine which products are taken from the warehouse " +"when orders are confirmed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:90 msgid "First In, First Out (FIFO)" msgstr "Primul intrat, primul ieșit (FIFO [First In, First Out])" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:92 msgid "" -"When using a *First In, First Out* (FIFO) strategy, a demand for some " -"products triggers a removal rule, which requests a transfer for the " -"lot/serial number that has entered the stock first." +"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " +"product triggers a removal rule, which requests a transfer for the " +"lot/serial number that entered the stock first (and therefore, has been in " +"stock for the longest time)." msgstr "" -"Când folosești o strategie *Primul intrat, primul ieșit* (FIFO), o cerere " -"pentru unele produse declanșează o regulă de eliminare, care solicită un " -"transfer pentru lotul/numărul de serie care a intrat în stoc în primul rând." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:96 msgid "" -"For example, imagine there are three lots of nails in the warehouse. Those " -"three have the following lot numbers: :guilabel:`00001`, :guilabel:`00002`, " -":guilabel:`00003`, each with five boxes of nails in it." +"For example, imagine there are three lots of nails in the warehouse, and " +"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " +"five boxes of nails in it." msgstr "" -"De exemplu, imaginează că sunt trei loturi de clavete în depozit. Acestea " -"trei au următoarele numere de lot: :guilabel:`00001`, :guilabel:`00002`, " -":guilabel:`00003`, fiecare cu cinci cutii de clavete în ea." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:58 -msgid "" -":guilabel:`00001` entered the stock on the 23rd of May, :guilabel:`00002` on" -" the 25th of May, and :guilabel:`00003` on the 1st of June. A customer " -"orders six boxes on the 11th of June. With the :abbr:`FIFO (First In, First " -"Out)` removal strategy selected, a transfer is requested for the five boxes " -"of :guilabel:`00001` and one of the boxes in :guilabel:`00002`, because " -":guilabel:`00001` entered the stock before the others. The box from " -":guilabel:`00002` is taken next because it has the oldest reception date " -"after :guilabel:`00001`." -msgstr "" -":guilabel:`00001` a intrat în stoc pe 23 mai, :guilabel:`00002` pe 25 mai și" -" :guilabel:`00003` pe 1 iunie. Un client comandă șase cutii pe 11 iunie. Cu " -"strategia de eliminare :abbr:`FIFO (Primul intrat, primul ieșit)` selectată," -" se solicită un transfer pentru cinci cutii de :guilabel:`00001` și una din " -"cutiile din :guilabel:`00002`, deoarece :guilabel:`00001` a intrat în stoc " -"inainte de celelalte. Cutia din :guilabel:`00002` este luată în continuare " -"deoarece are cea mai veche dată de primire după :guilabel:`00001`." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:65 -msgid "" -"So, for every order of a product with the :abbr:`FIFO (First In, First Out)`" -" strategy selected, Odoo requests a transfer for the products that have been" -" in the stock for the longest period." -msgstr "" -"Așadar, pentru fiecare comandă a unui produs cu strategia :abbr:`FIFO " -"(Primul intrat, primul ieșit)` selectată, Odoo solicită un transfer pentru " -"produsele care au fost în stoc pentru cea mai lungă perioadă." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:69 -msgid "Last In, First Out (LIFO)" -msgstr "Ultimul intrat, primul ieșit (LIFO [Last In, First Out])" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:71 -msgid "" -"Similar to :abbr:`FIFO (First In, First Out)`, the *Last In, First Out* " -"(LIFO) strategy moves products based on the date they entered the stock. " -"Here, a demand for some products triggers a removal rule that requests a " -"transfer for the lot/serial number that has entered the stock most recently." -msgstr "" -"Similar cu :abbr:`FIFO (Primul intrat, primul ieșit)`, strategia *Ultimul " -"intrat, primul ieșit* (LIFO) mută produsele în funcție de data în care au " -"intrat în stoc. Aici, o cerere pentru unele produse declanșează o regulă de " -"eliminare care solicită un transfer pentru lotul/numărul de serie care a " -"intrat în stoc cel mai recent." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:76 -msgid "" -"For example, imagine there are three lots of screws in the warehouse. Those " -"three have the following numbers: :guilabel:`10001`, :guilabel:`10002`, and " -":guilabel:`10003`, each with 10 boxes of screws in it." -msgstr "" -"De exemplu, imaginează că sunt trei loturi de șuruburi în depozit. Acestea " -"trei au următoarele numere: :guilabel:`10001`, :guilabel:`10002`, și " -":guilabel:`10003`, fiecare cu zece cutii de șuruburi în ea." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:80 -msgid "" -":guilabel:`10001` entered the stock on the 1st of June, :guilabel:`10002` on" -" the 3rd of June, and :guilabel:`10003` on the 6th of June. A customer " -"orders seven boxes on the 8th of June. With the :abbr:`LIFO (Last In, First " -"Out)` removal strategy selected, a transfer is requested for seven boxes of " -":guilabel:`10003` because that lot is the last one to have entered the " -"stock." -msgstr "" -":guilabel:`10001` a intrat în stoc pe 1 iunie, :guilabel:`10002` pe 3 iunie " -"și :guilabel:`10003` pe 6 iunie. Un client comandă șapte cutii pe 8 iunie. " -"Cu strategia de eliminare :abbr:`LIFO (Ultimul intrat, primul ieșit)` " -"selectată, se solicită un transfer pentru șapte cutii de :guilabel:`10003` " -"deoarece acest lot este ultimul care a intrat în stoc." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:85 -msgid "" -"Basically, for every order of a product with the :abbr:`LIFO (Last In, First" -" Out)` strategy used, a transfer for the last lot to have entered the stock " -"is requested." -msgstr "" -"În esență, pentru fiecare comandă a unui produs cu strategia :abbr:`LIFO " -"(Ultimul intrat, primul ieșit)` utilizată, se solicită un transfer pentru " -"ultimul lot care a intrat în stoc." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:89 -msgid "" -"The :abbr:`LIFO (Last In, First Out)` strategy is banned in many countries " -"and can lead to only having old or obsolete products in the stock." -msgstr "" -"Strategia :abbr:`LIFO (Ultimul intrat, primul ieșit)` este interzisă în " -"multe țări și poate duce la faptul că avem doar produse vechi sau învechite " -"în stoc." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:93 -msgid "First Expire, First Out (FEFO)" -msgstr "Primul care expiră, primul ieșit (FEFO [First Expire, First Out])" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:95 -msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." -msgstr "" -"Strategia *Primul care expiră, primul ieșit* (FEFO) este puțin diferită de " -"celelalte două strategii de eliminare. Pentru :abbr:`FEFO (Primul care " -"expiră, primul ieșit)`, data expirării este importantă, nu data în care " -"produsul a intrat în stoc." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:99 msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"<../../management/products/uom>`). Those three lots have the following " -"numbers: :guilabel:`20001`, :guilabel:`20002`, and :guilabel:`20003`, each " -"with five boxes in it." +"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " +"`00003` on June 1. A customer orders six boxes on June 11." msgstr "" -"De exemplu, imaginează că sunt trei loturi de cutii cu șase ouă (în acest " -"specific caz, nu uita să utilizezi :doc:`unitățile de măsură " -"<../../management/products/uom>`). Acestea trei loturi au următoarele " -"numere: :guilabel:`20001`, :guilabel:`20002`, și :guilabel:`20003`, fiecare " -"cu cinci cutii în ea." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:102 msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." +"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " +"request will pick the five boxes from lot `00001` first, and then from the " +"boxes in lot `00002`, since lot `00001` entered the stock first. The box " +"from lot `00002` is taken next because it has the oldest receipt date after " +"lot `00001`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"The detailed operations for the transfer shows the nail lots to be removed." msgstr "" -":guilabel:`20001` a intrat în stoc pe 1 iulie și expiră pe 15 iulie, " -":guilabel:`20002` a intrat pe 2 iulie și expiră pe 14 iulie, și " -":guilabel:`20003` a intrat pe 4 iulie și expiră pe 21 iulie. Un client " -"comandă șase cutii pe 5 iulie. Cu strategia de eliminare :abbr:`FEFO (Primul" -" care expiră, primul ieșit)` selectată, se solicită un transfer pentru cinci" -" cutii de :guilabel:`20002` și una de la :guilabel:`20001`. Transferul " -"pentru toate cutiile din lotul :guilabel:`20002` este deoarece au cea mai " -"apropiată dată de expirare. Transferul solicită și o cutie de la " -":guilabel:`20001` deoarece are cea mai apropiată dată de expirare după lotul" -" :guilabel:`20002`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:112 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." -msgstr "" -"În esență, pentru fiecare comandă de vânzare a unui produs cu strategia de " -"eliminare :abbr:`FEFO (Primul care expiră, primul ieșit)`, se solicită un " -"transfer pentru produsul care are cea mai apropiată dată de expirare de la " -"data comenzii." +msgid "Last In, First Out (LIFO)" +msgstr "Ultimul intrat, primul ieșit (LIFO [Last In, First Out])" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:117 -msgid "Closest Location" -msgstr "Locația cea mai apropiată" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:114 msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." +"Similar to the :abbr:`FIFO (First In, First Out)` method, the " +":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " +"on the date they entered a warehouse's stock. Instead of removing the oldest" +" stock on-hand, however, it targets the **newest** stock on-hand for " +"removal." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:118 +msgid "" +"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " +"method is placed, a transfer is created for the lot/serial number that has " +"most recently entered the stock (the **last** lot/serial number that entered" +" the warehouse's inventory)." msgstr "" -"Strategia *Locația cea mai apropiată* este complet diferită de celelalte " -"strategii de eliminare. Nu este legată de data intrării în depozit, ci mai " -"degrabă de locația produsului. Este folosită în mod obișnuit pentru produse " -"care nu se deteriorează cu timpul." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:123 msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:126 +msgid "" +"For example, imagine there are three lots of boxes of screws in the " +"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " +"`10003`, each with 10 boxes of screws per lot." msgstr "" -"Scopul este de a evita ca angajatul depozitului să facă un lung drum până la" -" fundul stocului atunci când produsul este de asemenea localizat la o " -"locație apropiată. Această metodă este disponibilă numai dacă setarea " #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:129 -msgid "Use removal strategies" -msgstr "Folosește strategiile de eliminare" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:131 msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." +"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " +"`10003` on June 6. A customer orders seven boxes on June 8." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:132 +msgid "" +"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " +"requested for seven boxes of screws from lot `10003` because that lot is the" +" last one to have entered the stock." msgstr "" -"Pentru a diferenția unele unități de altele, unitățile trebuie urmărite, fie" -" prin *lot* sau prin *număr de serie*. Pentru a face acest lucru, mergeți la" -" :menuselection:`Inventar --> Configurare --> Setări`. Apoi, activați " -"setările :guilabel:`Locații de stocare`, :guilabel:`Rute cu mai multe " -"etape`, și :guilabel:`Lote și numere de serie`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Features to enable in order to properly use removal strategies." -msgstr "" -"Caracteristici de activat pentru a folosi corect strategiile de eliminare." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:141 msgid "" -"To work with the :abbr:`FEFO (First Expired, First Out)` strategy, also " -"activate the :guilabel:`Expiration Dates` feature." +"The detailed operations shows which lots are being selected for the picking." msgstr "" -"Pentru a lucra cu strategia de eliminare :abbr:`FEFO (Primul care expiră, " -"primul ieșit)`, activați și caracteristica :guilabel:`Date de expirare`." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:144 -msgid "" -"Next, go to :menuselection:`Inventory --> Configuration --> Product " -"Categories` to define the removal strategy on a product category." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:140 +msgid "First Expired, First Out (FEFO)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:142 +msgid "" +"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" +" Out)` methods target products for removal based on date of entry into the " +"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " +"products for removal based on their assigned expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:146 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " +"sales order that includes products with this removal strategy assigned " +"ensures that transfers are requested for products with the expiration date " +"soonest to the order date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:150 +msgid "" +"As an example, imagine there are three lots of six-egg boxes. Those three " +"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " +"with five boxes in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:153 +msgid "" +"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " +"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " +"and expires on July 21. A customer orders six boxes on July 5." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:157 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " +"requested for the five boxes from lot `20002` and one from lot `20001`. All " +"the boxes in lot `20002` are transferred because they have the earliest " +"expiration date. The transfer also requests one box from lot `20001` because" +" it has the next closest expiration date after lot `20002`." msgstr "" -"În continuare, mergeți la :menuselection:`Inventar --> Configurare --> " -"Categorii de produse` pentru a defini strategia de eliminare pe o categorie " #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Force removal strategy set up as first in first out." +msgid "The detailed operations for the transfer shows the lots to be removed." msgstr "" -"Forcează strategia de eliminare configurată ca primul în primul ieșit." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:152 -msgid "FIFO (First In, First Out)" -msgstr "Primul intrat primul ieșit (FIFO)" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:154 -msgid "" -"As explained, a :abbr:`FIFO (First In, First Out)` removal strategy implies " -"that products stocked first move out first. Companies should use this method" -" if they are selling products with short demand cycles, such as clothes, and" -" to ensure they are not stuck with outdated styles in stock." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:167 +msgid "Using removal strategies" msgstr "" -"Așa cum a fost explicat, o strategie de eliminare :abbr:`FIFO (Primul intrat" -" primul ieșit)` implică faptul că produsele stocate în primul rând ies în " -"primul rând. Companiile ar trebui să folosească această metodă dacă vând " -"produse cu cicluri scurte de cerere, cum ar fi haine, și pentru a asigura că" -" nu sunt blocate cu stiluri învechite în stoc." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:158 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the :guilabel:`All/Clothes` category, where *FIFO* is set as the removal " -"strategy. In the stock location (:guilabel:`WH/Stock`), the user can find " -"the three lots available." -msgstr "" -"În acest exemplu, există trei loturi de cămăși albe. Cămășile sunt din " -"categoría :guilabel:`All/Haine`, unde *FIFO* este setat ca strategia de " -"eliminare. În locația de stoc (:guilabel:`WH/Stock`), utilizatorul poate " -"găsi cele trei loturi disponibile." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the white shirt lots inventory valuation." -msgstr "Vizualizarea valorii inventarului loturilor de cămăși albe." - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:166 -msgid "" -"Lot :guilabel:`000001` contains five shirts, :guilabel:`000002` contains " -"three shirts, and :guilabel:`000003` contains two shirts." -msgstr "" -"Lotul :guilabel:`000001` conține cinci cămăși, :guilabel:`000002` conține " -"trei cămăși, și :guilabel:`000003` conține două cămăși." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:169 msgid "" -"As seen above, :guilabel:`000001` entered the stock first. Now, create a " -"sales order of six white shirts to check that those products from lot " -":guilabel:`000001` are the first ones to move out." +"To differentiate some units of products from others, the units need to be " +"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " +"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " +"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " +"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " +"save changes." msgstr "" -"Ca vă puteți vedea mai sus, :guilabel:`000001` a intrat în stoc în primul " -"rând. Acum, creați o comandă de vânzare de șase cămăși albe pentru a " -"verifica că aceste produse din lotul :guilabel:`000001` sunt primele care " -"ies." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Traceability settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Warehouse settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:183 msgid "" -"On the delivery order linked to the picking, the oldest lot numbers should " -"have been reserved thanks to the :abbr:`FIFO (First In, First Out)` " +"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " +":guilabel:`Expiration Dates` setting needs to be activated as well. To " +"enable this, go to :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " +":guilabel:`Save` to save all changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:189 +msgid "" +"Now, specific removal strategies can be defined on product categories. To do" +" this, go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and choose a product category to define the removal strategy " +"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " "strategy." msgstr "" -"Pe ordinea de livrare legată de ridicare, numerele loturilor cele mai vechi " -"ar trebui să fi fost rezervate datorită strategiei :abbr:`FIFO (Primul " -"intrat primul ieșit)`." + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Removal strategy on a product category." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:198 +msgid "" +"To view all products with lots/serial numbers assigned to them, navigate to " +":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " +"reveals a page with drop-down menus of all products assigned lots or serial " +"numbers, filtered by *product* by default. To change the category these " +"products are filtered by, click :guilabel:`Product` (in the search bar, in " +"the top right of the page) to remove the default filter, and select a new " +"filter if desired." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" +"numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:209 +msgid "" +"To view the serial numbers being selected for a sales order, go to the " +":guilabel:`Sales app` and select the sales order in question. In the sales " +"order, click the :guilabel:`Delivery` smart button in the top right. In the " +":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " +"icon in the far right for the product in question. The :guilabel:`Detailed " +"Operations` window appears, and displays the lot or serial numbers selected " +"for that specific product for the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:217 +msgid "FIFO (First In, First Out)" +msgstr "Primul intrat primul ieșit (FIFO)" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:219 +msgid "" +"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " +"products which enter a warehouse's stock first are removed first. Companies " +"should use this method if they are selling products with short demand " +"cycles, such as clothes, to ensure they are not stuck with outdated styles " +"in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:224 +msgid "" +"In this example, there are three lots of white shirts. The shirts are from " +"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " +"the :guilabel:`Inventory Valuation Report`, the three different receipts are" +" listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "View of the lots of white shirts in the inventory valuation report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:232 +msgid "" +"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " +"lot `000003` contains two shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:235 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:242 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the oldest lot numbers will be reserved thanks to" +" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " +"`000001` and one shirt from lot `000002` will be selected to be sent to the " +"customer." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for a sales order with the FIFO strategy." msgstr "" "În rezervare două loturi pentru o comandă de vânzare cu strategia FIFO." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:252 msgid "LIFO (Last In, First Out)" msgstr "Ultimul intrat primul ieșit (LIFO)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:254 msgid "" -"With a *LIFO* strategy, that's quite the opposite. In fact, the products " -"that are received last move out first. :abbr:`LIFO (Last In, First Out)` is " -"mostly used for products without a shelf life." +"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " +"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " +"With this method, the products that are received **last** are moved out " +"first. This method is mostly used for products without a shelf life, and no " +"time-sensitive factors, such as expiration dates." msgstr "" -"Cu o strategie *LIFO*, este destul de opus. Într-adevăr, produsele care sunt" -" primite ultimele ies în primul rând. :abbr:`LIFO (Ultimul intrat primul " -"ieșit)` este mai mult utilizat pentru produse fără o durată de viață." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:259 msgid "" -"In this example, let's use the white shirts again to test the :abbr:`LIFO " -"(Last In, First Out)` strategy. First, open the product category via " -":menuselection:`Inventory --> Configuration --> Product Categories` and " -"change the removal strategy to :abbr:`LIFO (Last In, First Out)`." +"In this example, there are three lots of cinder blocks. The blocks are from " +"the *All/Building Materials* category, where *FIFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." msgstr "" -"În acest exemplu, să folosim din nou cămășile albe pentru a testa strategia " -":abbr:`LIFO (Ultimul intrat primul ieșit)`. În primul rând, deschideți " -"categoria de produse prin :menuselection:`Inventar --> Configurare --> " -"Categorii de produse` și schimbați strategia de eliminare la :abbr:`LIFO " -"(Ultimul intrat primul ieșit)`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Last in first out strategy set up as forced removal strategy." +msgid "View of the lots of cinder blocks in the inventory valuation report." msgstr "" -"Ultimul intrat primul ieșit este setat ca strategie de eliminare forțată." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:267 msgid "" -"Then, create a sales order for four white shirts and check that the reserved" -" products are from lots :guilabel:`000003` and :guilabel:`000002`." +"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" +" blocks, and lot `0000400` contains four cinder blocks." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:270 +msgid "" +"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " +"navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (for this example, the " +":guilabel:`All/Building Materials` category) to edit. This reveals a product" +" category form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:275 +msgid "" +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " +"Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "Last in first out (LIFO) strategy set up as forced removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:282 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:289 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the newest lot numbers will be reserved thanks to" +" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" +" lot `0000400` and one cinder block from lot `000030` will be selected to be" +" sent to the customer." msgstr "" -"Apoi, creați o comandă de vânzare pentru patru cămăși albe și verificați că " -"produsele rezervate sunt din loturile :guilabel:`000003` și " -":guilabel:`000002`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for sale with the LIFO strategy." msgstr "În rezervare două loturi pentru vânzare cu strategia LIFO." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:201 -msgid "" -"Don't forget that the :abbr:`LIFO (Last In, First Out)` strategy is banned " -"in many countries!" -msgstr "" -"Nu uitați că strategia :abbr:`LIFO (Ultimul intrat primul ieșit)` este " -"interzisă în multe țări!" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:204 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:301 msgid "FEFO (First Expired, First Out)" msgstr "Primul expirat primul ieșit (FEFO)" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:303 msgid "" -"With the :abbr:`FEFO (First Expired, First Out)` removal strategy, the way " -"products are picked is not based on the reception date. In this particular " -"case, they are dispatched according to their expiration date." +"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " +"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" +" strategies, because it targets products for removal based on **expiration " +"dates** instead of their warehouse receipt dates. With this method, the " +"products that are going to expire first are moved out first. This method is " +"used for perishable products, such as medicine, food, and beauty products." msgstr "" -"Cu strategia de eliminare :abbr:`FEFO (Primul expirat primul ieșit)`, modul " -"în care sunt ridicate produsele nu este bazat pe data primirii. În acest caz" -" particular, sunt expediate în funcție de data expirării." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:309 msgid "" -"For have more information about expiration dates, please have a look at " -":doc:`the related doc " -"<../../management/lots_serial_numbers/expiration_dates>`." +"Lots are picked based on their **removal date** from earliest to latest. " +"Removal dates indicate how many days *before* the expiration date the " +"product needs to be removed from stock. The removal date is set on the " +"product form. Lots without a removal date defined are picked after lots with" +" removal dates." msgstr "" -"Pentru a avea mai multe informații despre datele de expirare, vă rugăm să " -"verificați :doc:`documentația asociată " -"<../../management/lots_serial_numbers/expiration_dates>`." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:315 msgid "" -"By activating the :guilabel:`Expiration Dates` feature, it becomes possible " -"to define different expiration dates on the serial/lot numbers that will be " -"used in :abbr:`FEFO (First Expired, First Out)`. These expiration dates can " -"be set by going to :menuselection:`Inventory --> Products --> Lots/Serial " -"Numbers`." +"If products are not removed from stock when they should be, lots that are " +"past the expiration date may still be picked for delivery orders!" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:319 +msgid "" +"For more information about expiration dates, reference the :doc:`Expiration " +"dates " +"`" +" document." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:323 +msgid "" +"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " +"and ensure :guilabel:`Expiration Dates` is enabled. Once the " +":guilabel:`Expiration Dates` setting is enabled, it's possible to define " +"different expiration dates for individual serialized products, as well as " +"for lot numbers containing many products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:328 +msgid "" +"In this example, there are three lots of hand cream. The creams are from the" +" *All/Health & Beauty* category, where *FEFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:332 +msgid "" +"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " +"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" +" `0000003` contains ten tubes of hand cream, expiring on October 31." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"View the hand cream lot numbers and expiration dates in the inventory " +"report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:340 +msgid "" +"Expiration dates can be entered when validating the received products, or " +"set on products by going to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" +" select the product from the drop-down menu. Next, select the expiration " +"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." msgstr "" -"Prin activarea funcției :guilabel:`Expiration Dates`, devine posibil să " -"definiți diferite date de expirare pe numerele de serie/lote care vor fi " -"folosite în :abbr:`FEFO (Primul expirat primul ieșit)`. Aceste date de " -"expirare pot fi stabilite prin accesarea :menuselection:`Inventar --> " -"Produse --> Numere de serie/lote`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "View of the removal date for 0000001." msgstr "Vizualizarea datei de eliminare pentru 0000001." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:349 msgid "" -"Lots are picked based on their removal date, from earliest to latest. Lots " -"without a removal date defined are picked after lots with removal dates." +"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" +" navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (in this example, the " +":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " +"category form." msgstr "" -"Loturile sunt ridicate în funcție de data de eliminare, de la cea mai " -"devreme la cea mai târzie. Loturile fără o dată de eliminare definită sunt " -"ridicate după loturile cu date de eliminare." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:227 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:354 msgid "" -"Other dates are for informational and reporting purposes only. If not " -"removed from the stock, lots that are past the expiration dates may still be" -" picked for delivery orders!" +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," +" First Out)`." msgstr "" -"Alte date sunt doar pentru scopuri informative și de raportare. Dacă nu sunt" -" eliminate din stoc, loturile care sunt după datele de expirare pot fi încă " -"ridicate pentru comenzi de livrare!" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:230 -msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` strategy, go to " -":menuselection:`Inventory --> Configuration --> Product Categories` and set " -":abbr:`FEFO (First Expired, First Out)` in the :guilabel:`Force Removal " -"Strategy` field." -msgstr "" -"Pentru a utiliza strategia :abbr:`FEFO (Primul expirat primul ieșit)`, " -"accesați :menuselection:`Inventar --> Configurare --> Categorii de produse` " -"și setați :abbr:`FEFO (Primul expirat primul ieșit)` în câmpul " -":guilabel:`Force Removal Strategy`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the FEFO strategy being set up as forced removal strategy." +msgid "FEFO forced removal strategy set on the product category." msgstr "" -"Vizualizarea strategiei FEFO fiind configurată ca strategie de eliminare " -"forțată." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:361 msgid "" -"For this particular case, the stock has hand cream. There are three lots of " -"them." +"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " +"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" +" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " +"the drop-down menu, or type in the name of the product in the field. Enter a" +" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" +" click :guilabel:`Save`, then click :guilabel:`Confirm`." msgstr "" -"Pentru acest caz particular, stocul are cremă de mâini. Există trei loturi " -"ale acestora." -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Lot / Serial No**" -msgstr "**Lot / Număr de serie**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Product**" -msgstr "**Produs**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Expiration Date**" -msgstr "**Data de expirare**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "0000001" -msgstr "0000001" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "Hand Cream" -msgstr "Cremă de mâini" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "09/30/2019" -msgstr "30/09/2019" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "0000002" -msgstr "0000002" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "11/30/2019" -msgstr "30/11/2019" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "0000003" -msgstr "0000003" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "10/31/2019" -msgstr "31/10/2019" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:250 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:368 msgid "" -"When a sales order for 25 units of Hand Cream is created, Odoo automatically" -" reserves the lots with the closest expiration date, :guilabel:`0000001` and" -" :guilabel:`0000003`." +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the lot numbers expiring first will be reserved " +"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " +"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " +"selected to be sent to the customer, detailed in the :guilabel:`Detailed " +"Operations` tab in the sales order." msgstr "" -"Când o comandă de vânzare pentru 25 de unități de cremă de mâini este " -"creată, Odoo rezervă automat loturile cu cea mai apropiată dată de expirare," -" :guilabel:`0000001` și :guilabel:`0000003`." #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Two hand cream lots reserved for sell with the FEFO strategy." +msgid "Hand cream lot numbers selected for the sales order." msgstr "" -"DOI loturi de cremă de mâini rezervați pentru vânzare cu strategia FEFO." #: ../../content/applications/inventory_and_mrp/inventory/shipping.rst:5 msgid "Shipping" @@ -13859,13 +14370,6 @@ msgid "" "manufacturing process." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 -msgid "" -"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " -"Operations --> Scrap`. Each scrap order shows the date and time the order " -"was created, along with the product and quantity that was scrapped." -msgstr "" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:23 msgid "" "To view the total quantity of each item scrapped, navigate to " @@ -14561,7 +15065,7 @@ msgstr "" msgid "Use the Master Production Schedule" msgstr "Utilizați programul de producție general" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:5 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:7 msgid "" "The Master Production Schedule (MPS) is a valuable tool to plan your " "production based on your demand forecast." @@ -14570,7 +15074,7 @@ msgstr "" "instrument util pentru a planifica producția pe baza previziunilor dvs. de " "cerere." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:13 msgid "" "Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` " "and activate the Master Production Schedule feature before hitting save." @@ -14578,7 +15082,7 @@ msgstr "" "Accesați :menuselection:`Aplicația de producție --> Configurare --> Setări` " "și activați funcția Programul de producție general înainte de a salva." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:17 msgid "" "In the MPS settings, you can define the time range of your MPS " "(month/week/day) and the number of periods you want to display at all times." @@ -14587,7 +15091,7 @@ msgstr "" "(lună/săptămână/zi) și numărul de perioade pe care doriți să le afișați în " "permanență." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:18 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:20 msgid "" "Now, go to :menuselection:`Planning --> Master Production Schedule` and " "click on *add a product*. You can now define your safety stock target (= the" @@ -14600,7 +15104,7 @@ msgstr "" "perioadei) și cantitățile minime și maxime care trebuie sau pot fi " "reaprovizionate în fiecare perioadă." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:26 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:28 msgid "" "In the MPS view, you can decide which information you would like to display " "by clicking on *rows*. For instance, the *Actual demand* will show you which" @@ -14616,11 +15120,11 @@ msgstr "" "planificați săreaprovizionați - ce a fost deja vândut în perioada " "respectivă). De asemenea, puteți decide să ascundeți rândurile dacă doriți." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 msgid "Estimate your demand and launch replenishment" msgstr "Estimați cererea dvs. și lansați reaprovizionarea" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:40 msgid "" "The next step is to estimate the demand for the chosen period. This is done " "in the *Forecasted Demand* Row. You can easily, at any time, compare the " @@ -14634,7 +15138,7 @@ msgstr "" "Previziunea de cerere pentru un produs final va afecta cererea indirectă " "pentru componente." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:48 msgid "" "Once the forecasted demand has been set, the quantity to replenish for the " "different periods will automatically be computed. The replenishments you are" @@ -14649,7 +15153,7 @@ msgstr "" "afișate apoi în verde. Acum puteți lansa reaprovizionarea făcând clic pe " "butonul de reaprovizionare." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:52 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:54 msgid "" "Depending on the configuration of the product (buy vs. manufacture), " "requests for quotations or manufacturing orders will be created. You can " @@ -14659,7 +15163,7 @@ msgstr "" "create cereri de ofertă sau comenzi de producție. Puteți accesa ușor acestea" " făcând clic pe celula *Reaprovizionarea actuală*." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:61 msgid "" "In case you manually edit the *Suggested Replenishment* quantity, a small " "cross will appear on the left hand side of the cell. In case you want to go " @@ -14670,11 +15174,11 @@ msgstr "" "mic plus va apărea pe partea stângă a celulei. În cazul în care doriți să " "reveniți la valoarea calculată automat de Odoo, faceți clic pe plus." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 msgid "Cells color signification" msgstr "Semnificația culorii celulelor" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:69 msgid "" "The cells, which are part of the *Suggested Replenishment* line, can take " "different colors depending on the situation:" @@ -14682,7 +15186,7 @@ msgstr "" "Celulele, care fac parte din linia *Reaprovizionare sugerată*, pot avea " "diferite culori în funcție de situație:" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:70 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 msgid "" "**Green**: quantity of products which should be replenished to reach the " "expected safety stock considering the demand forecast and the indirect " @@ -14692,7 +15196,7 @@ msgstr "" "pentru a atinge stocul de siguranță prevăzut, luând în considerare " "previziunea de cerere și previziunea de cerere indirectă." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 msgid "" "**Grey**: replenishment order has already been generated, and its quantity " "still matches current data." @@ -14700,7 +15204,7 @@ msgstr "" "**Gri**: comanda de reaprovizionare a fost deja generată și cantitatea ei se" " potrivește încă cu datele curente." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 msgid "" "**Red**: replenishment order has already been generated, and its quantity " "was too high considering current data." @@ -14708,7 +15212,7 @@ msgstr "" "**Roșu**: comanda de reaprovizionare a fost deja generată și cantitatea ei a" " fost prea mare în considerarea datelor curente." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 msgid "" "**Orange**: replenishment order has already been generated, and its quantity" " was too low considering current data." @@ -14716,7 +15220,7 @@ msgstr "" "**Portocaliu**: comanda de reaprovizionare a fost deja generată și " "cantitatea ei a fost prea mică în considerarea datelor curente." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:80 msgid "" "The *Forecasted stock* line can also contain red cells, which means the " "stock will be negative during the period in question." @@ -14724,11 +15228,11 @@ msgstr "" "Linia *Stoc previzionat* poate conține de asemenea celule roșii, ceea ce " "înseamnă că stocul va fi negativ în timpul perioadei în discuție." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 msgid "What if I have underestimated the demand?" msgstr "Ce se întâmplă dacă am subestimat cererea?" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:86 msgid "" "You can still increase the demand forecast. It will impact the quantity to " "replenish. The cell will become orange, and you’ll be able to launch a new " @@ -14737,11 +15241,11 @@ msgstr "" "Încă puteți crește previziunea de cerere. Acest lucru va afecta cantitatea " "de reaprovizionare. Celula va deveni portocalie și veți putea lansa o nouă " -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 msgid "What if I have overestimated the demand?" msgstr "Ce se întâmplă dacă am supraestimat cererea?" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:93 msgid "" "You can decrease the demand forecast. The cell will become red to inform you" " that you’ve ordered more than planned. If you’re still able to do it, you " @@ -14751,11 +15255,11 @@ msgstr "" "informa că ați comandat mai mult decât planificat. Dacă încă puteți face " "asta, puteți anula anumite RFQ sau MO manual." -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 msgid "What if I wrongly added a product to the MPS?" msgstr "Ce se întâmplă dacă am adăugat greșit un produs la MPS?" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:100 msgid "" "You can easily remove a product from the MPS by clicking the small bin on " "the right of its name." @@ -14833,17 +15337,17 @@ msgstr "" msgid "An example of a fully configured work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 msgid "Set standards for work center productivity" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:40 msgid "" "The :guilabel:`General Information` tab on the work center form allows for " "productivity goals to be assigned to a work center:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:43 msgid "" ":guilabel:`Time Efficiency`: used to calculate the expected duration of a " "work order at the work center; for example, if a work order normally takes " @@ -14851,35 +15355,35 @@ msgid "" "minutes" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:44 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 msgid "" ":guilabel:`Capacity`: the number of operations that can be performed at the " "work center simultaneously" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 msgid ":guilabel:`OEE Target`: the target for efficiency at the work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:47 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 msgid "" ":guilabel:`Setup Time`: time required to set up the work center before work " "can commence" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 msgid "" ":guilabel:`Cleanup Time`: time required to clean the work center after work " "is finished" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:51 msgid "" ":guilabel:`Cost per hour`: the cost of operating the work center for one " "hour" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:52 msgid "" ":guilabel:`Analytic Account`: the account where the cost of the work center " "should be recorded" @@ -14889,44 +15393,44 @@ msgstr "" msgid "The general information tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:57 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 msgid "Assign equipment to a work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:61 msgid "" "Using the :guilabel:`Equipment` tab, it is possible for specific pieces of " "equipment to be assigned to a work center. The following information will be" " displayed for each piece of equipment added:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:62 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 msgid ":guilabel:`Equipment Name`: the name of the piece of equipment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:63 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 msgid "" ":guilabel:`Technician`: the technician responsible for servicing the " "equipment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:66 msgid ":guilabel:`Equipment Category`: the category the equipment belongs to" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 msgid "" ":guilabel:`MTBF`: mean time between failures; the average time that the " "piece of equipment will operate before failing" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 msgid "" ":guilabel:`MTTR`: mean time to recovery; the average time it takes for the " "equipment to become fully operational again" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:71 msgid "" ":guilabel:`Est. Next Failure`: an estimate of when the next equipment " "failure will occur" @@ -14936,31 +15440,31 @@ msgstr "" msgid "The equipment tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:78 msgid "" ":guilabel:`MTBF`, :guilabel:`MTTR`, and :guilabel:`Est. Next Failure` are " "all calculated automatically based on past failure data, if any exists." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 msgid "Integrate IoT devices" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:86 msgid "" "The :guilabel:`IoT Triggers` tab enables the integration of :abbr:`IoT " "(Internet of Things)` devices with a work center:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 msgid ":guilabel:`Device`: specifies the IoT device to be triggered" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:88 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:90 msgid ":guilabel:`Key`: the security key for the device" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:91 msgid ":guilabel:`Action`: the IoT device action triggered" msgstr "" @@ -14968,11 +15472,11 @@ msgstr "" msgid "The IoT Triggers tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 msgid "Use case: configure an alternative work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:100 msgid "" "When a work center is at capacity, it cannot accept any new work orders. " "Instead of waiting for the work center to become available, it is possible " @@ -14980,7 +15484,7 @@ msgid "" "carried out." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:102 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:104 msgid "" "Begin by creating a new work center. Configure the :guilabel:`Equipment` tab" " so that it has all of the same equipment as the main work center. This will" @@ -14989,7 +15493,7 @@ msgid "" ":guilabel:`Alternative Workcenters` selection field." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:107 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:109 msgid "" "Now, create a new manufacturing order that uses the main work center for one" " of its operations. The main work center will automatically be selected for " @@ -15003,7 +15507,7 @@ msgid "" "Click the plan button to automatically select an available work center." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:116 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:118 msgid "" "If the main work center is at capacity, the work center selected for the " "operation will be automatically changed to the alternative work center." @@ -15013,11 +15517,11 @@ msgstr "" msgid "The alternative work center is automatically selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:124 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 msgid "Monitor work center performance" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:128 msgid "" "Performance for an individual work center can be viewed by selecting " ":menuselection:`Configuration --> Work Centers`, and clicking on a work " @@ -15025,23 +15529,23 @@ msgid "" "at the top right of the form:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:130 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 msgid "" ":guilabel:`OEE`: overall effective efficiency, the percentage of time that " "the work center has been fully productive" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 msgid ":guilabel:`Lost`: the amount of time lost due to work stoppages" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:133 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:135 msgid "" ":guilabel:`Load`: the amount of time it will take to complete the current " "workload" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:136 msgid "" ":guilabel:`Performance`: the real duration of work time, shown as a " "percentage of the expected duration" diff --git a/locale/ro/LC_MESSAGES/productivity.po b/locale/ro/LC_MESSAGES/productivity.po index eab5e2438..eeccfa83b 100644 --- a/locale/ro/LC_MESSAGES/productivity.po +++ b/locale/ro/LC_MESSAGES/productivity.po @@ -5,20 +5,20 @@ # # Translators: # Emanuel Bruda, 2023 -# Lyall Kindmurr, 2023 # Cozmin Candea , 2023 -# Martin Trigaux, 2023 # Dorin Hongu , 2023 # Fenyedi Levente, 2023 +# Martin Trigaux, 2023 +# Foldi Robert , 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" -"Last-Translator: Fenyedi Levente, 2023\n" +"Last-Translator: Foldi Robert , 2023\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -565,32 +565,13 @@ msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:106 msgid "" -"After one user syncs their Outlook calendar to the Odoo database, unwanted " -"email notifications are unavoidable because the first synchronized user's " -"events will be in the Odoo Calendar. If the Odoo database is shared amongst " -"multiple users, and another user wants to sync their Outlook calendar with " -"Odoo Calendar, Outlook will again pull the existing Odoo Calendar events " -"during the sync and treat them as new events, causing Outlook to send email " -"invitations to all event attendees." -msgstr "" -"După ce un utilizator sincronizează calendarul Outlook cu baza de date Odoo," -" notificările prin e-mail neașteptate sunt inevitabile deoarece evenimentele" -" primului utilizator sincronizat vor fi în calendarul Odoo. Dacă baza de " -"date Odoo este partajată între mai mulți utilizatori, și alt utilizator " -"dorește să sincronizeze calendarul Outlook cu calendarul Odoo, Outlook va " -"din nou extrage evenimentele existente din calendarul Odoo în timpul " -"sincronizării și le va trata ca evenimente noi, provocând trimiterea unei " -"invitații prin e-mail tuturor participanților la eveniment." - -#: ../../content/applications/productivity/calendar/outlook.rst:113 -msgid "" "In summary, once a user synchronizes their Outlook calendar with the Odoo " "calendar:" msgstr "" "În concluzie, odată ce un utilizator sincronizează calendarul Outlook cu " "calendarul Odoo:" -#: ../../content/applications/productivity/calendar/outlook.rst:115 +#: ../../content/applications/productivity/calendar/outlook.rst:108 msgid "" "Creating an event in Odoo causes Outlook to send an invitation to all event " "attendees." @@ -598,7 +579,7 @@ msgstr "" "Crearea unui eveniment în Odoo provoacă trimiterea unei invitații prin " "e-mail tuturor participanților la eveniment de la Outlook." -#: ../../content/applications/productivity/calendar/outlook.rst:116 +#: ../../content/applications/productivity/calendar/outlook.rst:109 msgid "" "Deleting an event in Odoo causes Outlook to send a cancellation to all event" " attendees." @@ -606,7 +587,7 @@ msgstr "" "Ștergerea unui eveniment în Odoo provoacă trimiterea unei anulații prin " "e-mail tuturor participanților la eveniment de la Outlook." -#: ../../content/applications/productivity/calendar/outlook.rst:117 +#: ../../content/applications/productivity/calendar/outlook.rst:110 msgid "" "Unarchiving an event in Odoo causes Outlook to send an invitation to all " "event attendees." @@ -614,7 +595,7 @@ msgstr "" "Dezarhivarea unui eveniment în Odoo provoacă trimiterea unei invitații prin " "e-mail tuturor participanților la eveniment de la Outlook." -#: ../../content/applications/productivity/calendar/outlook.rst:118 +#: ../../content/applications/productivity/calendar/outlook.rst:111 msgid "" "Archiving an event in Odoo causes Outlook to send a cancellation to all " "event attendees." @@ -622,7 +603,7 @@ msgstr "" "Arhivarea unui eveniment în Odoo provoacă trimiterea unei anulații prin " "e-mail tuturor participanților la eveniment de la Outlook." -#: ../../content/applications/productivity/calendar/outlook.rst:119 +#: ../../content/applications/productivity/calendar/outlook.rst:112 msgid "" "Adding a contact to an event causes Outlook to send an invitation to all " "event attendees." @@ -630,7 +611,7 @@ msgstr "" "Adăugarea unui contact la un eveniment provoacă trimiterea unei invitații " "prin e-mail tuturor participanților la eveniment de la Outlook." -#: ../../content/applications/productivity/calendar/outlook.rst:120 +#: ../../content/applications/productivity/calendar/outlook.rst:113 msgid "" "Removing a contact from an event causes Outlook to send a cancellation to " "all event attendees." @@ -638,11 +619,11 @@ msgstr "" "Eliminarea unui contact dintr-un eveniment provoacă trimiterea unei anulații" " prin e-mail tuturor participanților la eveniment de la Outlook." -#: ../../content/applications/productivity/calendar/outlook.rst:123 +#: ../../content/applications/productivity/calendar/outlook.rst:116 msgid "Sync Odoo Calendar and Outlook" msgstr "Sincronizare calendar Odoo și Outlook" -#: ../../content/applications/productivity/calendar/outlook.rst:125 +#: ../../content/applications/productivity/calendar/outlook.rst:118 msgid "" "In the Odoo database, go to the :guilabel:`Calendar` module and click the " ":guilabel:`Outlook` sync button. The page will redirect to a Microsoft login" @@ -659,7 +640,7 @@ msgstr "" msgid "The \"Outlook\" sync button in Odoo Calendar." msgstr "Butonul de sincronizare \"Outlook\" în calendarul Odoo." -#: ../../content/applications/productivity/calendar/outlook.rst:133 +#: ../../content/applications/productivity/calendar/outlook.rst:126 msgid "" "The synchronization is a two-way process, meaning that events are reconciled" " in both accounts (Outlook and Odoo)." @@ -667,7 +648,7 @@ msgstr "" "Sincronizarea este un proces bidirecțional, ceea ce înseamnă că evenimentele" " sunt reconciliate în ambele conturi (Outlook și Odoo)." -#: ../../content/applications/productivity/calendar/outlook.rst:137 +#: ../../content/applications/productivity/calendar/outlook.rst:130 msgid "" "All users that want to use the synchronization simply need to :ref:`sync " "their calendar with Outlook `. The configuration of " @@ -677,11 +658,11 @@ msgid "" "for their internal and external users." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:144 +#: ../../content/applications/productivity/calendar/outlook.rst:137 msgid ":doc:`../mail_plugins/outlook`" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:145 +#: ../../content/applications/productivity/calendar/outlook.rst:138 msgid ":doc:`google`" msgstr "" @@ -1073,7 +1054,7 @@ msgid "View of the contacts’ status for Odoo Discuss" msgstr "Imagine a statusului contactelor pentru Mesageria Odoo" #: ../../content/applications/productivity/discuss/overview/get_started.rst:97 -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:65 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:250 msgid ":doc:`team_communication`" msgstr ":doc:`team_communication`" @@ -1082,126 +1063,429 @@ msgid ":doc:`/applications/general/email_communication/email_servers`" msgstr ":doc:`/applications/general/email_communication/email_servers`" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:3 -msgid "Get Organized by Planning Activities" -msgstr "Organizați-vă prin Planificarea Activităților" +msgid "Activities" +msgstr "Activități" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:5 msgid "" -"When you plan activities you minimize the risk of uncertainties, as you " -"provide clear directions for the course of your next action. In addition to " -"that, you do not leave space for wasteful activities and reduce the chance " -"of having overlapping actions between team members." +"*Activities* are follow-up tasks tied to a record in an Odoo database. " +"Activities can be scheduled on any page of the database that contains a " +"chatter thread, kanban view, list view, or activities view of an " +"application." msgstr "" -"Când planificați activități, minimizați riscul incertitudinilor, " -"deoareceoferiți direcții clare pentru cursul următoarei acțiuni. În plus,nu " -"lăsați spațiu pentru activități inutile și reduceți șansade a avea acțiuni " -"suprapuse între membrii echipei." #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:10 -msgid "Where do I see my schedule activities?" -msgstr "Unde pot vedea activitățile mele?" +msgid "Schedule activities" +msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:12 msgid "" -"Access and manage your activities wherever you are in Odoo by the " -"*Activities* menu." +"One way that activities are created is by clicking the :guilabel:`Schedule " +"Activity` button, located at the top of the *chatter* on any record. On the " +"pop-up window that appears, select an :guilabel:`Activity Type` from the " +"drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:17 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:21 +msgid "" +"Enter a title for the activity in the :guilabel:`Summary` field, located in " +"the :guilabel:`Schedule Activity` pop-up window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:24 +msgid "" +"To assign the activity to a different user, select a name from the " +":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the " +"activity is automatically assigned." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:27 +msgid "" +"Lastly, feel free to add any additional information in the optional " +":guilabel:`Log a note...` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:30 +msgid "" +"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " +"window auto-populates based on the configuration settings for the selected " +":guilabel:`Activity Type`. However, this date can be changed by selecting a " +"day on the calendar in the :guilabel:`Due Date` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:34 +msgid "Lastly, click one of the following buttons:" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:36 +msgid "" +":guilabel:`Schedule`: adds the activity to the chatter under " +":guilabel:`Planned activities`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:37 +msgid "" +":guilabel:`Mark as Done`: adds the details of the activity to the chatter " +"under :guilabel:`Today`. The activity is not scheduled, it is automatically " +"marked as completed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:39 +msgid "" +":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " +"marked as done, and opens a new activity window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:41 +msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" -"Acesați și gestionați activitățile oriunde sunteți în Odoo prinmeniul " -"*Activități*." #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads page emphasizing the activities menu for Odoo Discuss" +msgid "View of CRM leads and the option to schedule an activity." msgstr "" -"Imagine cu pagina pistelor CRM care evidențiază meniul activităților pentru " -"Mesageria Odoo" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:20 -msgid "Plan activities" -msgstr "Planificați activitățile" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:22 -msgid "" -"Activities can be planned and managed from the chatter by clicking on " -"*Schedule activity*, or through Kanban views." -msgstr "" -"Activitățile pot fi planificate și gestionate din chatter princlick pe " -"*Planifică activitatea*, sau prin vizualizarea de tip Kanban." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads and the option to schedule an activity for Odoo Discuss" -msgstr "" -"Imagine cu pistele CRM și opțiunea de a planifica o activitate pentru " -"Mesageria Odoo" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:31 -msgid "Set your activity types" -msgstr "Setați tipurile de activități" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:33 -msgid "" -"A number of activities types are available by default in Odoo (call, email, " -"meeting, etc.). However, you can set new ones going to " -":menuselection:`Settings --> Activity types`." -msgstr "" -"Un număr de tipuri de activități sunt disponibile în mod implicit în Odoo " -"(telefon, emailîntâlnire, etc.). Cu toate acestea, puteți seta noi tipuri de" -" activități mergând la:menuselection:`Setări --> Tipuri de activități`." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of the settings page emphasizing the menu activity types for Odoo " -"Discuss" -msgstr "" -"Imagine cu pagina de setări care evidențiază meniul tipurilor de activități " -"pentruMesageria Odoo" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:42 -msgid "" -"If you need to create an activity type with an available calendar, make sure" -" to create it with an *Action to Perform* set as *Meeting*." -msgstr "" -"Dacă aveți nevoie să creați un tip de activitate cu un calendar disponibil, " -"asigurați-văcă l-ați creat cu o *Acțiune de efectuat* setată ca *Întâlnire*." - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:46 -msgid "Recommend next activities" -msgstr "Recomandă următoarele activități" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:48 msgid "" -"Odoo helps you to plan a flow of activities by allowing you to set " -"*Recommended Next Activities*." +"Depending on the activity type, the :guilabel:`Schedule` button may be " +"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` " +"button." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:51 +msgid "" +"Scheduled activities are added to the chatter for the record under " +":guilabel:`Planned activities`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:57 +msgid "" +"Activities can also be scheduled from the kanban, list, or activities view " +"of an application." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:61 +msgid "Kanban view" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:63 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill " +"out the pop-up form." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Kanban view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:70 +msgid "List view" +msgstr "Vizualizare Listă" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:72 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already " +"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 " +"(phone)` or an :guilabel:`✉️ (envelope)` icon." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "List view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:80 +msgid "Activity view" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:82 +msgid "" +"To open the activity view for an application, select the :guilabel:`🕘 " +"(clock)` icon from the menu bar anywhere in the database. Select any " +"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` " +"icon for the desired app." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity menu drop down with focus on where to open activity view for CRM." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:90 +msgid "" +"Select a record on which to schedule an activity. Move across the row to " +"find the desired activity type, then click the :guilabel:`＋ (plus sign)`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:98 +msgid "" +"Activity colors, and their relation to an activity's due date, is consistent" +" throughout Odoo, regardless of the activity type, or the view." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:101 +msgid "" +"Activities that appear in **green** indicate a due date sometime in the " +"future." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:102 +msgid "**Yellow** indicates that the activity's due date is today." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:103 +msgid "" +"**Red** indicates that the activity is overdue and the due date has passed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:105 +msgid "" +"For example, if an activity is created for a phone call, and the due date " +"passes, the activity appears with a red phone in list view, and a red clock " +"on the kanban view." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:109 +msgid "View scheduled activities" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:111 +msgid "" +"To view scheduled activities, open either the :menuselection:`Sales app` or " +":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located " +"to the far-right side of the other view options." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:114 +msgid "" +"Doing so opens the activities menu, showcasing all the scheduled activities " +"for the user, by default. To show all activities for every user, remove the " +":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:118 +msgid "" +"To view a consolidated list of activities separated by the application where" +" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on" +" the header menu to see the activities for that specific application in a " +"drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:122 +msgid "" +"The possibility to :guilabel:`Add new note` and :guilabel:`Request a " +"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘" +" (clock)` icon on the header menu is clicked." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of CRM leads page emphasizing the activities menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:130 +msgid "Configure activity types" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:132 +msgid "" +"To configure the types of activities in the database, go to " +":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of the settings page emphasizing the menu activity types." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:139 +msgid "" +"Doing so reveals the :guilabel:`Activity Types` page, where the existing " +"activity types are found." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:141 +msgid "" +"To edit an existing activity type, select it from the list, then click " +":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:144 +msgid "" +"At the top of a blank activity type form, start by choosing a " +":guilabel:`Name` for the new activity type." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "New activity type form." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:152 +msgid "Activity settings" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:155 +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "Acțiune" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:157 +msgid "" +"The *Action* field specifies the intent of the activity. Some actions " +"trigger specific behaviors after an activity is scheduled." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:160 +msgid "" +"If :guilabel:`Upload Document` is selected, a link to upload a document is " +"added directly to the planned activity in the chatter." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:162 +msgid "" +"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " +"have the option to open their calendar to schedule a time for this activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:164 +msgid "" +"If :guilabel:`Request Signature` is selected, a link is added to the planned" +" activity in the chatter that opens a signature request pop-up window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:168 +msgid "" +"The actions available to select on an activity type vary, depending on the " +"applications currently installed in the database." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:172 +msgid "Default user" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:174 +msgid "" +"To automatically assign this activity to a specific user when this activity " +"type is scheduled, choose a name from the :guilabel:`Default User` drop-down" +" menu. If this field is left blank, the activity is assigned to the user who" +" creates the activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:179 +msgid "Default summary" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:181 +msgid "" +"To include notes whenever this activity type is created, enter them into the" +" :guilabel:`Default Summary` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:185 +msgid "" +"The information in the :guilabel:`Default User` and :guilabel:`Default " +"Summary` fields are included when an activity is created. However, they can " +"be altered before the activity is scheduled or saved." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:190 +msgid "Next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:192 +msgid "" +"To automatically suggest, or trigger, a new activity after an activity has " +"been marked complete, the :guilabel:`Chaining Type` must be set." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:196 +msgid "Suggest next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:198 +msgid "" +"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " +"Activity`. Upon doing so, the field underneath changes to: " +":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " +"select any activities to recommend as follow-up tasks to this activity type." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:202 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:230 +msgid "" +"In the :guilabel:`Schedule` field, choose a default deadline for these " +"activities. To do so, configure a desired number of :guilabel:`Days`, " +":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " +":guilabel:`after completion date` or :guilabel:`after previous activity " +"deadline`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:207 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:235 +msgid "" +"This :guilabel:`Schedule` field information can be altered before the " +"activity is scheduled." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:209 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:237 +msgid "When all configurations are complete, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "Schedule activity popup with emphasis on recommended activities." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:216 +msgid "" +"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " +"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " +"users are presented with recommendations for activities as next steps." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:221 +msgid "Trigger next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:223 +msgid "" +"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " +"immediately launches the next activity once the previous one is completed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:226 +msgid "" +"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " +"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " +":guilabel:`Trigger` field drop-down menu, select the activity that should be" +" launched once this activity is completed." msgstr "" -"Odoo vă ajută să planificați un flux de activități prinposibilitatea de a " -"seta *Următoarele activități recomandate*." #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "" -"View of an activity type form emphasizing the field recommended next activities for Odoo\n" -"Discuss" +"Schedule new activity popup with emphasis on Done and launch next button." msgstr "" -"Imagine cu formularul tipului de activitate care evidențiază câmpul următoarele activități recomandate pentru\n" -"Mesageria Odoo" -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:55 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:244 msgid "" -"Once the respective activity is completed, select *Done & Schedule Next* and" -" next steps are suggested to you." +"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" +" Next Activity`, marking the activity as `Done` immediately launches the " +"next activity listed in the :guilabel:`Trigger` field." msgstr "" -"Odată ce activitatea respectivă este finalizată, selectați *Finalizat și " -"planifică următorul* și următorii pași vă sunt sugerați." -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of an activity being schedule emphasizing the recommended activities field being\n" -"shown for Odoo Discuss" -msgstr "" -"Imagine cu o activitate care este planificată și care evidențiază câmpul următoarele activități recomandate fiind\n" -"afișat pentru Mesageria Odoo" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:64 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:249 #: ../../content/applications/productivity/discuss/overview/team_communication.rst:98 msgid ":doc:`get_started`" msgstr ":doc:`get_started`" @@ -1368,8 +1652,23 @@ msgstr ":doc:`plan_activities`" msgid "Internet of Things (IoT)" msgstr "Internetul lucrurilor (IoT)" +#: ../../content/applications/productivity/iot.rst:17 +msgid "" +"The Open Platform Communications (OPC) Unified Architecture (UA) protocol is" +" now supported by the :abbr:`IoT (Internet of Things)` box. :abbr:`OPC (Open" +" Platform Communications)` :abbr:`UA (United Architecture)` is an open " +"standard that specifies information exchange for industrial communication on" +" devices, between machines and between systems. This includes communication " +"between information technology and operational technology. :abbr:`OPC (Open " +"Platform Communications)` :abbr:`UA (United Architecture)` can be used with " +"any software platform, on a wide variety of devices, and deployed securely. " +"The :abbr:`IoT (Internet of Things)` box has entered the world of the " +"Industry 4.0 standard and can be utilized in a wide variety of industries, " +"and for things like building automation, packaging, utilities, etc." +msgstr "" + #: ../../content/applications/productivity/iot/config.rst:5 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:6 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:10 msgid "Configuration" msgstr "Configurare" @@ -4285,7 +4584,14 @@ msgstr "" msgid "Outlook Plugin" msgstr "Pugin Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:8 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:5 +msgid "" +"Outlook allows for third-party applications to connect in order to execute " +"database actions from emails. Odoo has a plugin for Outlook that allows for " +"the creation of an opportunity from the email panel." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:12 msgid "" "The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both" " on Odoo and Outlook." @@ -4293,191 +4599,159 @@ msgstr "" "Pluginul Outlook :doc:`Mail Plugin <../mail_plugins>` trebuie configurat " "atât în Odoo căt și în Outlook." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:17 msgid "Enable Mail Plugin" msgstr "Activați Mail Plugin" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:19 msgid "" -"First, you need to enable the *Mail Plugin* feature in your database. Go to " +"First, enable the *Mail Plugin* feature in the database. Go to " ":menuselection:`Settings --> General Settings --> Integrations`, enable " -"*Mail Plugin*, and *Save* the configuration." +":guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration." msgstr "" -"În primul rând, trebuie să activați funcția *Mail Plugin* în baza de date. " -"Mergeți la :menuselection:`Settings --> General Settings --> Integrations`, " -"activați *Mail Plugin*, și *Salvați* configurarea." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:21 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:25 msgid "Install the Outlook Plugin" msgstr "Instalare pluginul Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:23 -msgid "Open your Outlook mailbox and select any email." -msgstr "Deschideți casuța de email Outlook și selectați orice e-mail." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:27 +msgid "" +"Download (:menuselection:`Save Page As --> Web Page XML only`) the following" +" XML file to upload later: " +"`https://download.odoocdn.com/plugins/outlook/manifest.xml " +"`_." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:25 -msgid "Click on the *More actions* button and select *Get Add-ins*." -msgstr "Faceți clic pe butonul *More actions* și selectați *Get Add-ins*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:31 +msgid "" +"Next, open the Outlook mailbox, and select any email. After completing this," +" click on the :guilabel:`More actions` button in the upper right-side and " +"select :guilabel:`Get Add-ins`." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "More actions button in Outlook" msgstr "Mai multe acțiuni în Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:31 -msgid "Select the *My add-ins* tab." -msgstr "Selectați fila *My add-ins*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:38 +msgid "" +"Following this step, select the :guilabel:`My add-ins` tab on the left-side." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "My add-ins in Outlook" msgstr "Add-ins-urile mele în Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:37 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:44 msgid "" -"Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add " -"from URL...*" +"Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ " +"Add a custom add-in`, and then on :guilabel:`Add from file...`" msgstr "" -"Sub *Custom add-ins*, faceți clic pe *+ Add a custom add-in*, apoi pe *Add " -"from URL...*" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-ins in Outlook" msgstr "Add-ins personalizate în Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:43 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:51 msgid "" -"Enter the following URL " -"`https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` and press " -"*OK*." +"For the next step, attach the `manifest.xml` file downloaded above, and " +"press :guilabel:`OK`. Next, read the warning and click on " +":guilabel:`Install`." msgstr "" -"Introduceți urmatorul URL " -"`https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` și apasați " -"*OK*." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering the add-in URL in Outlook" -msgstr "Introducerea URL-ului add-in în Outlook" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:50 -msgid "Read the warning and click on *Install*." -msgstr "Citiți avertizarea și faceți clic pe *Install*." - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-in installation warning in Outlook" msgstr "Avertizare de instalare add-in personalizat în Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:59 -msgid "Connect your database" -msgstr "Conectați-vă baza de date" - #: ../../content/applications/productivity/mail_plugins/outlook.rst:61 -msgid "" -"Open any email in your Outlook mailbox, click on the *More actions* button, " -"and select *Odoo for Outlook*." +msgid "Connect the database" msgstr "" -"Deschideți orice e-mail în casuța de email Outlook, faceți clic pe butonul " -"*More actions*, și selectați *Odoo for Outlook*." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:63 +msgid "" +"Now, Outlook will be connected to the Odoo database. First, open any email " +"in the Outlook mailbox, click on the :guilabel:`More actions` button in the " +"upper right-side, and select :guilabel:`Odoo for Outlook`." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook add-in button" msgstr "Odoo pentru Outlook add-in buton" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:71 msgid "" "The right-side panel can now display **Company Insights**. At the bottom, " -"click on *Login*." +"click on :guilabel:`Login`." msgstr "" -"Panoul din partea dreaptă poate acum afișa **Company Insights**. La partea " -"de jos, faceți clic pe *Login*." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Logging in your Odoo database" -msgstr "Conectarea la baza de date Odoo" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 -msgid "" -"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" -" available as a trial. This feature requires :ref:`prepaid credits " -"`." +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Logging in the Odoo database" msgstr "" -"Numai o cantitate limitată de cereri *Company Insights* (*Lead Enrichment*) " -"sunt disponibile ca o probă. Această funcție necesită :ref:`prepaid credits " -"`." #: ../../content/applications/productivity/mail_plugins/outlook.rst:79 msgid "" -"If, after a short while, the panel is still empty, it is possible that your " -"browser cookie settings prevented it from loading. Note that these settings " -"also change if you are in \"Incognito\" mode on your browser." +"Only a limited amount of **Company Insights** (*Lead Enrichment*) requests " +"are available as a trial database. This feature requires :ref:`prepaid " +"credits `." msgstr "" -"Dacă, după o scurtă perioadă de timp, panoul este încă gol, este posibil ca " -"setările cookie ale browserului să îl împiedice să se încarce. Rețineți că " -"aceste setări se schimbă și dacă sunteți în modul \"Incognito\" pe browserul" -" dvs." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:84 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:83 msgid "" -"To fix this issue, configure your browser to always allow cookies on Odoo's " +"If, after a short while, the panel is still empty, it is possible that the " +"browser cookie settings prevented it from loading. Note that these settings " +"also change if the browser is in \"Incognito\" mode." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:87 +msgid "" +"To fix this issue, configure the browser to always allow cookies on Odoo's " "plugin page." msgstr "" -"Pentru a rezolva această problemă, configurați browserul pentru a permite " -"întotdeauna cookie-uri pe pagina plugin Odoo." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:86 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:89 msgid "" -"For Google Chrome, you can do so by following the guide at: " -"`https://support.google.com/chrome/answer/95647 " -"`_" -" and adding `download.odoo.com` to the list of `Sites that can always use " +"For Google Chrome, change the browser cookie settings by following the guide" +" at: `https://support.google.com/chrome/answer/95647 " +"`_ and adding " +"`download.odoo.com` to the list of :guilabel:`Sites that can always use " "cookies`." msgstr "" -"Pentru Google Chrome, puteți face asta urmând ghidul la: " -"'https://support.google.com/chrome/answer/95647 " -"`_" -" și adăugând `download.odoo.com` la lista `Sites that can always use " -"cookies`." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:90 -msgid "Once done, the Outlook panel needs to be opened again." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:94 +msgid "Once this is complete, the Outlook panel needs to be opened again." msgstr "" -"Odată finalizată acțiunea, panoul Outlook trebuie să fie deschis din nou." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 -msgid "Enter your Odoo database URL and click on *Login*." -msgstr "Introdiți URL-ul bazei de date Odoo și faceți clic pe *Login*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:96 +msgid "Now, enter the Odoo database URL and click on :guilabel:`Login`." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering your Odoo database URL" -msgstr "INtroducerea URL-ului bazei de date Odoo" +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Entering the Odoo database URL" +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:99 -msgid "Click on *Allow* to open the pop-up window." -msgstr "Faceți clic pe *Allow* pentru a deschide fereastra pop-up." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:102 +msgid "Next, click on :guilabel:`Allow` to open the pop-up window." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "New window pop-up warning" msgstr "Felerestra nouă pop-up de avertizare" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 -msgid "If you aren't logged into your database, enter your credentials." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:108 +msgid "" +"If the user isn't logged into the database, enter the credentials. Click on " +":guilabel:`Allow` to let the Outlook Plugin connect to the database." msgstr "" -"Dacă nu sunteți conectat la baza de date, introduceți datele dvs. de " -"conectare." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:107 -msgid "Click on *Allow* to let the Outlook Plugin connect to your database." -msgstr "" -"Faceți clic pe *Allow* pentru a permite pluginului Outlook să se conecteze " -"la baza de date." - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Allowing the Outlook Plugin to connect to a database" msgstr "Permite pluginului Outlook să se conecteze la o bază de date" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:116 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 msgid "Add a shortcut to the plugin" msgstr "Adăugarea unei scurtături la plugin" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:120 msgid "" "By default, the Outlook Plugin can be opened from the *More actions* menu. " "However, to save time, it's possible to add it next to the other default " @@ -4487,33 +4761,43 @@ msgstr "" "actions*. Cu toate acestea, pentru a economisi timp, este posibil să-l " "adăugați lângă alte acțiuni implicite." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:121 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:123 msgid "" -"In your Outlook mailbox, click on *Settings*, then on *View all Outlook " -"settings*." +"In the Outlook mailbox, click on :guilabel:`Settings`, then on " +":guilabel:`View all Outlook settings`." msgstr "" -"În casuta dvs. de email Outlook, faceți clic pe *Settings*, apoi pe *View " -"all Outlook settings*." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Viewing all Outlook settings" msgstr "Vizualiarea tuturor setărilor Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:127 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:130 msgid "" -"Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and " -"then *Save*." +"Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on " +":guilabel:`Odoo for Outlook`, and then :guilabel:`Save`." msgstr "" -"Selectați *Customize actions* sub *Mail*, faceți clic pe *Odoo for Outlook*," -" și apoi pe *Save*." -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook customized action" msgstr "Odoo pentru acțiune personalizată Outlook" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:133 -msgid "Open any email; the shortcut should be displayed." -msgstr "Descchiideți orice email; scurtătura ar trebui să fie afișată." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:137 +msgid "Following this step, open any email; the shortcut should be displayed." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:144 +msgid "Using the plugin" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:146 +msgid "" +"Now that the plug-in is installed and operational, all that needs to be done" +" to create a lead is to click on the `O` [Odoo icon] or navigate to " +":guilabel:`More actions` and click on :guilabel:`Odoo for Outlook`. The side" +" panel will appear on the right-side, and under :guilabel:`Opportunities` " +"click on :guilabel:`New`. A new window with the created opportunity in the " +"Odoo database will populate." +msgstr "" #: ../../content/applications/productivity/studio.rst:6 msgid "Studio" @@ -4809,10 +5093,6 @@ msgstr "" "acțiunea automată. Funcționează la fel ca atunci când aplicați filtre pe un " "model." -#: ../../content/applications/productivity/studio/automated_actions.rst:134 -msgid "Action" -msgstr "Acțiune" - #: ../../content/applications/productivity/studio/automated_actions.rst:136 msgid "" "Determine what the automated action should do (server action). There are " diff --git a/locale/ro/LC_MESSAGES/sales.po b/locale/ro/LC_MESSAGES/sales.po index 260a8cda7..d1714e162 100644 --- a/locale/ro/LC_MESSAGES/sales.po +++ b/locale/ro/LC_MESSAGES/sales.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" "Last-Translator: Dorin Hongu , 2023\n" "Language-Team: Romanian (https://app.transifex.com/odoo/teams/41243/ro/)\n" @@ -91,7 +91,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:16 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 @@ -1270,14 +1270,11 @@ msgstr "Gestionați oportunitățile pierdute" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" -"While working with your opportunities, you might lose some of them. You will" -" want to keep track of the reasons you lost them and also which ways Odoo " -"can help you recover them in the future." +"Not all opportunities result in successful sales. In order to keep the " +"pipeline up to date, lost opportunities need to be identified. Specifying " +"the reason why an opportunity was lost provides additional insight that can " +"prove useful for future opportunities." msgstr "" -"În timp ce lucrați cu oportunitățile dvs., puteți pierde unele dintre ele. " -"Veți dori sățineți evidența motivelor pentru care le-ați pierdut și de " -"asemenea care sunt modalitățile prin care Odoovă poate ajuta să le " -"recuperați în viitor." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark a lead as lost" @@ -1285,107 +1282,193 @@ msgstr "Marcați un lead ca pierdut" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" -"While in your pipeline, select any opportunity you want and you will see a " -"*Mark Lost* button." +"To mark a lead as lost, open the :menuselection:`CRM` application, and " +"select a lead from the pipeline, by clicking on its corresponding kanban " +"card. Doing so reveals that lead's detail form." msgstr "" -"În timp ce sunteți în pipeline, selectați orice oportunitate doriți și veți " -"vedea unbuton *Marchează ca pierdut*." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15 msgid "" -"You can then select an existing *Lost Reason* or create a new one right " -"there." +"Then, click :guilabel:`Lost`, located at the top of the lead's detail form." msgstr "" -"Puteți apoi selecta un *Motiv pierdere* existent sau creați unul nou chiar " -"acolo." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22 -msgid "Manage & create lost reasons" -msgstr "Gestionați și creați motive pierdere" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:24 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" -"You will find your *Lost Reasons* under :menuselection:`Configuration --> " -"Lost Reasons`." +"Buttons from the top of an opportunity record with the lost button " +"emphasized." msgstr "" -"Veți găsi *Motivele pierderii* sub :menuselection:`Configurare --> Motive " -"pierdere`." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:21 msgid "" -"You can select & rename any of them as well as create a new one from there." +"This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an " +"existing lost reason. If no applicable reason is available, create a new one" +" by entering it into the :guilabel:`Lost Reason` field, and clicking " +":guilabel:`Create`." msgstr "" -"Puteți selecta și redenumi oricare dintre ele, precum și crea unul nou de " -"acolo." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30 -msgid "Retrieve lost opportunities" -msgstr "Recuperați oportunități pierdute" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:32 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:25 msgid "" -"To retrieve lost opportunities and do actions on them (send an email, make a" -" feedback call, etc.), select the *Lost* filter in the search bar." +"Additional notes and comments can be added below the lost reason designated " +"in the :guilabel:`Lost Reason` field." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:28 +msgid "" +"When all the desired information has been entered in the :guilabel:`Lost " +"Reason` pop-up window, click :guilabel:`Submit`." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost reasons popup with sample reasons." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:35 +msgid "" +"Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo " +"returns to the lead detail form, where a new red :guilabel:`Lost` banner is " +"now present in the upper-right corner of the lead." msgstr "" -"Pentru a recupera oportunități pierdute și a face acțiuni asupra lor " -"(trimiteți un e-mail, faceți un apel de feedback, etc.), selectați filtrul " -"*Pierdute* în bara de căutare." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 -msgid "You will then see all your lost opportunities." -msgstr "Veți vedea apoi toate oportunitățile pierdute." +msgid "Create/edit lost reasons" +msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" -"If you want to refine them further, you can add a filter on the *Lost " -"Reason*." +"To create a new lost reason, or edit an existing one, navigate to " +":menuselection:`CRM app --> Configuration --> Lost Reasons`." msgstr "" -"Dacă doriți să le filtrați mai mult, puteți adăuga un filtru pe *Motiv " -"pierdere*." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44 -msgid "For Example, *Too Expensive*." -msgstr "De exemplu, *Prea scump*." - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:50 -msgid "Restore lost opportunities" -msgstr "Restaurați oportunități pierdute" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:52 msgid "" -"From the Kanban view with the filter(s) in place, you can select any " -"opportunity you wish and work on it as usual. You can also restore it by " -"clicking on *Archived*." +"To edit an existing reason, click on the reason that should be modified. " +"When clicked, that reason becomes highlighted. Once highlighted, change the " +"description of the selected lost reason by editing the " +":guilabel:`Description` field. When done, click :guilabel:`Save` in the " +"upper-left corner." msgstr "" -"Din vizualizarea Kanban cu filtrul (ele) în loc, puteți selecta " -"oriceoportunitate doriți și să lucrați la ea ca de obicei. Puteți de " -"asemenea să o restaurați apăsând pe *Arhivat*." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:59 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:48 msgid "" -"You can also restore items in batch from the Kanban view when they belong to" -" the same stage. Select *Restore Records* in the column options. You can " -"also archive the same way." +"To create a new lost reason, click :guilabel:`Create` in the upper-left " +"corner of the :guilabel:`Lost Reasons` page. Doing so reveals a new blank " +"line in the :guilabel:`Description` field. Then, proceed to type in the new " +"lost reason in that new line. Once ready, click :guilabel:`Save`." msgstr "" -"Puteți de asemenea să restaurați articole în lot din vizualizarea Kanban " -"atunci când țin de aceeași etapă. Selectați *Restaurați înregistrările* în " -"opțiunile coloanei. Puteți de asemenea să arhivați în același mod." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66 -msgid "To select specific opportunities, you should switch to the list view." +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54 +msgid "Retrieve lost opportunities" +msgstr "Recuperați oportunități pierdute" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:56 +msgid "" +"To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM " +"app` to the main :guilabel:`Pipeline` dashboard. Then, click the " +":guilabel:`Filters` drop-down menu, located beneath the search bar." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with lost filter emphasized." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 +msgid "" +"From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` " +"option. Upon selecting :guilabel:`Lost`, only the leads that have been " +"marked as `Lost` appear on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 +msgid "" +"To filter leads by a specific lost reason, select :menuselection:`Filters " +"--> Add Custom Filter`. Doing so reveals another drop-down menu with three " +"fields." msgstr "" -"Pentru a selecta oportunități specifice, ar trebui să treceți la " -"vizualizarea tip listă." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71 msgid "" -"Then you can select as many or all opportunities and select the actions you " -"want to take." +"In the top field drop-down menu, select :guilabel:`Lost Reason`. In the " +"second field drop-down menu, select :guilabel:`Contains`. Then, in the third" +" field of the :guilabel:`Add Custom Field` sub menu, type in the specific " +"keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking " +":guilabel:`Apply`, Odoo reveals all the lost leads with a reason that " +"contains that specified keyword(s)." msgstr "" -"Apoi puteți selecta mai multe sau toate oportunitățile și selectați " -"acțiunile pe care doriți să le aplicați" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:78 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with custom filter added for lost reason." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81 +msgid "Restore lost opportunities" +msgstr "Restaurați oportunități pierdute" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 +msgid "" +"To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` " +"dashboard on the *CRM* app, open the :guilabel:`Filters` drop-down menu, and" +" select the :guilabel:`Lost` option. Doing so reveals all the lost " +"opportunities on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:87 +msgid "" +"Then, click on the kanban card of the desired lost opportunity to restore, " +"which opens that lead's detail form." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:90 +msgid "" +"From the lost lead's detail form, click :guilabel:`Restore` in the upper-" +"left corner. Doing so removes the red :guilabel:`Lost` banner from the lead " +"form, signifying the lead has been restored." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost opportunity with emphasis on the Restore button." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98 +msgid "Restore multiple opportunities at once" +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:100 +msgid "" +"To restore multiple opportunities at once, navigate to the main " +":guilabel:`Pipeline` dashboard in the *CRM* app, open the " +":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:103 +msgid "" +"Next, select the list view option, which is represented by the three-line " +":guilabel:`☰ (list)` icon in the upper-right corner. Doing so places all the" +" leads from the :guilabel:`Pipeline` page in a list form. With the list form" +" chosen, select the checkbox to the left of each desired opportunity/lead to" +" be restored." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:108 +msgid "" +"Once the desired opportunities/leads have been selected, click the " +":guilabel:`⚙️ Action (gear)` drop-down menu at the top of the " +":guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` drop-down " +"menu, select :guilabel:`Unarchive`." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:112 +msgid "" +"Doing so removes those selected lost opportunities from the " +":guilabel:`Pipeline` page because they no longer fit into the `Lost` filter " +"criteria. To reveal these newly-restored leads, delete the `Lost` filter " +"from the search bar." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Action button from list view with the Unarchive option emphasized." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:121 msgid ":doc:`../performance/win_loss`" msgstr ":doc:`../performanță/victorie-pierdere`" @@ -3462,7 +3545,7 @@ msgstr "" "cu această integrare." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:16 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 msgid "Configure the Payment Method" msgstr "Configurați metoda de plată" @@ -3497,7 +3580,7 @@ msgid "Create a new payment method for the SIX payment terminal." msgstr "Creați o nouă metodă de plată pentru terminalul de plată SIX." #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:37 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:40 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 msgid "Pay with a Payment Terminal" msgstr "Plătiți cu un terminal de plată" @@ -3565,7 +3648,14 @@ msgstr "" "Rețineți că MercuryPay funcționează numai cu bănci din SUA și Canada, făcând" " acest proces numai potrivit pentru afaceri din America de Nord." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:18 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +msgid "" +"Vantiv card readers should be purchased exclusively from Vantiv, as certain " +"Vantiv terminals bought on Amazon do not include the correct encryption " +"needed to be used with an Odoo database." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" "First, go in the general settings of the POS app, and activate the Vantiv " "setting." @@ -3573,7 +3663,7 @@ msgstr "" "În primul rând, mergeți în setările generale ale aplicației POS și activați " "setarea Vantiv." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:24 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 msgid "" "Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "go in the payments section and access your payment methods. Create a new " @@ -3585,7 +3675,7 @@ msgstr "" " nouă metodă de plată pentru Vantiv, selectați opțiunea terminal de plată " "Vantiv și creați credențiale noi Vantiv." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:32 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" "To create new Vantiv credentials, fill in your merchant ID and password, " "then save. Make sure the credentials you just created are selected, then " @@ -3595,7 +3685,7 @@ msgstr "" "parola, apoi salvați. Asigurați-vă că credențialele pe care tocmai le-ați " "creat sunt selectate, apoi salvați metoda de plată." -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:42 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 msgid "" "In your PoS interface, at the moment of the payment, select your Vantiv " "payment method and… that’s all." @@ -9484,102 +9574,99 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 -msgid "Get paid to confirm an order" -msgstr "Obțineți plata la confirmarea unei comenzi" +msgid "Online payment order confirmation" +msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" -"In general, online payments are considered as a fast and secure alternative " -"to traditional payment methods. It is generally cheaper, easier and faster " -"than other payment methods. It is particularly useful and efficient for " -"international transactions. With Odoo Sales, you can use online payments to " -"get automatic orders confirmation. Online payments are made instantly, so " -"it's very convenient and saves lots of time in a basic sales process." +"With Odoo *Sales*, online payments can be used to get automatic confirmation" +" on orders." msgstr "" -"În general, plățile online sunt considerate o alternativă rapidă și sigură " -"față de metodele tradiționale de plată. Este în general mai ieftin, mai ușor" -" și mai rapid decât alte metode de plată. Este în special util și eficient " -"pentru tranzacții internaționale. Cu Odoo Vânzări, puteți utiliza plățile " -"online pentru a obține confirmări automate ale comenzilor. Plățile online se" -" fac instantaneu, astfel încât este foarte convenabil și economisim mult " -"timp într-un proces clasic de vânzări." -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:8 msgid "Enable online payment" msgstr "Activați plata online" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:14 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "" -"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the" -" **Online Payment** feature." +"Go to :menuselection:`Sales app --> Configuration --> Settings`, scroll to " +"the :guilabel:`Quotations \\& Orders` heading, and activate the " +":guilabel:`Online Payment` feature by checking the box next to it, and " +"clicking :guilabel:`Save`." msgstr "" -"Mergeți la :menuselection:`Vânzări --> Configurare --> Setări` și activați " -"funcția **Plată online**." #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to enable online payment on Odoo Sales?" -msgstr "Cum să activați plata online pe Odoo Vânzări?" +msgid "How to enable online payment on Odoo Sales." +msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:22 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:18 msgid "" -"There, you will have direct access to the **Payment Acquirers** page. It " -"will allow you to select and configure your acquirers of choice. Before " -"creating or modifying a payment acquirer, be sure to check out our " -"documentation about how to be paid with payment acquirers such as " -":doc:`/applications/finance/payment_acquirers/paypal`, " -":doc:`/applications/finance/payment_acquirers/authorize`, and others in the " -":doc:`/applications/finance/payment_acquirers` documentation." +"After checking the box beside the :guilabel:`Online Payment` feature, a link" +" to the :guilabel:`Payment Acquirers` appears beneath it. Click that link to" +" reveal the entire :guilabel:`Payment Acquirers` page." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 +msgid "Payment acquirers page in the Odoo Sales application." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:26 +msgid "" +"On the :guilabel:`Payment Acquirers` page, payment acquirers can be selected" +" and configured. Before creating (or modifying) a payment acquirer, be sure " +"to review the documentation related to the ways payment acquirers can be " +"used with Odoo, such as:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:30 -msgid "" -"If you are familiar with this documentation: :doc:`quote_template`; you can " -"activate or not the **Online Payment** feature for each template you use, " -"under their confirmation tab." +msgid ":doc:`../../../finance/payment_acquirers/paypal`" msgstr "" -"Dacă sunteți familiarizați cu această documentație: :doc:`quote_template`; " -"puteți activa sau nu funcția **Plată online** pentru fiecare șablon pe care " -"l utilizați, sub fila lor de confirmare." + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:31 +msgid ":doc:`../../../finance/payment_acquirers/authorize`" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:32 +msgid ":doc:`../../../finance/payment_acquirers`" +msgstr ":doc:`../../../finance/payment_acquirers`" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 +msgid "" +"On quotation templates, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Confirmation` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:38 +msgid "" +"On standard quotations, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Other Info` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:42 msgid "Register a payment" msgstr "Înregistrați o plată" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:37 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:44 msgid "" -"After opening quotations from their received email, your customers will have" -" different possibilities to make their online payments. For example:" +"After opening quotations from the email they receive, customers are " +"presented with different options to make online payments, in the " +":guilabel:`Pay with` section." msgstr "" -"După deschiderea ofertelor din e-mailul primit, clienții dvs. vor avea " -"diferite posibilități de a face plățile online. De exemplu:" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to register a payment on Odoo Sales?" -msgstr "Cum să înregistrați o plată pe Odoo Vânzări?" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:46 -msgid "" -"By clicking on the **Customer Preview** button, you will be able to see what" -" your customers will have to choose when it comes to payment." -msgstr "" -"Prin apăsarea butonului **Previzualizare client**, veți putea vedea ce " -"alegeri vor avea clienții dvs. când vine vorba de plată." - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:50 -msgid ":doc:`quote_template`" -msgstr ":doc:`quote_template`" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:51 -msgid ":doc:`/applications/finance/payment_acquirers`" +msgid "How to register a payment on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:52 -msgid ":doc:`/applications/finance/payment_acquirers/paypal`" +msgid "" +"Clicking the :guilabel:`Customer Preview` smart button on the quotation form" +" provides a preview of the quotation as the customer sees it, along with the" +" various online payment options they can choose from." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:53 -msgid ":doc:`/applications/finance/payment_acquirers/authorize`" -msgstr "" +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:57 +msgid ":doc:`quote_template`" +msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" @@ -9797,173 +9884,196 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 -msgid "Use product variants on quotations and sales orders" -msgstr "Utilizați variante de produs pe oferte și comenzi de vânzări" +msgid "Product variants on quotations and sales orders" +msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Product variants can be added to quotations and sales orders using the " -"Product Configurator, Variant Grid Entry, or both." +"*product configurator*, *variant grid entry*, or both." msgstr "" -"Variantele de produs pot fi adăugate la oferte și comenzi de vânzări " -"folosind Configuratorul de produs, Intrarea în grilă de variante sau ambele." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:11 msgid "" "To enable product variants on quotations and sales orders, go to " -":menuselection:`Sales --> Configuration --> Settings --> Product Catalog` " -"and activate one or both of the :guilabel:`Product Configurator` and " -":guilabel:`Variant Grid Entry` settings. Finally, click :guilabel:`Save` to " -"apply the settings." +":menuselection:`Sales app --> Configuration --> Settings`, and under the " +":guilabel:`Product Catalog` heading, activate one (or both) of the " +":guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` " +"settings. Finally, click :guilabel:`Save` to apply the settings." msgstr "" -"Pentru a activa variantele de produs pe oferte și comenzi de vânzări, " -"mergeți la :menuselection:`Vânzări --> Configurare --> Setări --> Catalog de" -" produse` și activați una sau ambele dintre setările " -":guilabel:`Configuratorul de produs` și :guilabel:`Intrarea în grilă de " -"variante`. În cele din urmă, faceți clic pe :guilabel:`Salvați` pentru a " -"aplica setările." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Activating entry type settings." msgstr "Activarea setărilor de tip de intrare." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:20 -msgid "" -"After saving the settings, configure the product form. Head over to " -":menuselection:`Sales --> Products --> Products` and select any product (or " -"click :guilabel:`Create` to create a new one). On the product form, click " -":guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under " -":guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " -"Configurator` or :guilabel:`Order Grid Entry`. This selection determines " -"which method is used to add the product to quotations or sales orders. " -"Finally, click :guilabel:`Save` to apply the setting." +msgid "After saving the settings, it's time to configure the product form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:22 +msgid "" +"To do that, navigate to :menuselection:`Sales app --> Products --> " +"Products`, and select the desired product to configure (or click " +":guilabel:`Create` to open a blank product form, and create a new one)." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:26 +msgid "" +"On the product form, click :guilabel:`Edit`, and select the " +":guilabel:`Variants` tab. Click :guilabel:`Add a line` to add an attribute " +"in the :guilabel:`Attribute` column, like `Color` or `Size`, for example." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:30 +msgid "" +"Once the attribute is chosen, select the desired values to apply to that " +"attribute in the :guilabel:`Values` column. To select the desired values, " +"click into the blank field beneath the :guilabel:`Values` column." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:34 +msgid "" +"Then, select an option from the drop-down menu that appears. Or, create a " +"new value by typing in the new value, and click :guilabel:`Create` from the " +"drop-down menu that appears beneath the new value." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 +msgid "" +"When a product has *at least* two variants (one attribute with two values), " +"the :guilabel:`Sales Variant Selection` option appears at the bottom of the " +":guilabel:`Variants` tab. That is the **only** way to make that option " +"appear, so keep that in mind." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:41 +msgid "" +"Under :guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " +"Configurator` or :guilabel:`Order Grid Entry`. This selection determines " +"which method is used to add the product to quotations or sales orders." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:45 +msgid "" +":guilabel:`Product Configurator`: choose attribute values to add the " +"matching product variant to the order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:47 +msgid "" +":guilabel:`Order Grid Entry`: add several variants at once from the grid of " +"attribute values." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:49 +msgid "" +"Once a selection is made, click :guilabel:`Save` on the product form to " +"apply the setting." msgstr "" -"După salvarea setărilor, configurați șablonul produsului. Mergeți la " -":menuselection:`Vânzări --> Produse --> Produse` și selectați orice produs " -"(sau faceți clic pe :guilabel:`Creați` pentru a crea unul nou). Pe șablonul" -" produsului, faceți clic pe :guilabel:`Editați` și apoi faceți clic pe fila" -" :guilabel:`Variante`. Sub :guilabel:`Selectarea variantei de vânzări`, " -"alegeți fie :guilabel:`Configurator de produs` sau :guilabel:`Intrarea în " -"grilă de comandă`. Această selecție determină care metodă este utilizată " -"pentru a adăuga produsul la oferte sau comenzi de vânzări. În cele din urmă," -" faceți clic pe :guilabel:`Salvați` pentru a aplica setarea." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Sales variant selection." msgstr "Selectarea variantei de vânzare." -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:32 -msgid "" -"The product must have at least two variants (one attribute with two values) " -"created in order for the :guilabel:`Sales Variant Selection` option to " -"appear. Click :guilabel:`Add a line` under :guilabel:`Attribute` to add " -"attributes and values to this product and create product variants." +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:56 +msgid "Product configurator" msgstr "" -"Produsul trebuie să aibă cel puțin două variante (un atribut cu două valori)" -" create pentru a apărea opțiunea :guilabel:`Selectarea variantei de " -"vânzare`. Faceți clic pe :guilabel:`Adăugați o linie` sub " -":guilabel:`Atribut` pentru a adăuga atribute și valori la acest produs și " -"pentru a crea variante de produs." -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 -msgid "Use the Product Configurator" -msgstr "Utilizați Configuratorul de produs" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:58 msgid "" -"The :guilabel:`Product Configurator` appears on a quotation or sales order " -"when products are added that have both variants configured and the " -":guilabel:`Product Configurator` option selected." +"The *product configurator* appears on a quotation or sales order when " +"products that have **both** variants configured are added, and the " +":guilabel:`Product Configurator` option is selected on the product form." msgstr "" -":guilabel:`Configuratorul de produs` apare pe o ofertă sau o comandă de " -"vânzări atunci când sunt adăugate produse care au ambele variante " -"configurate și opțiunea :guilabel:`Configurator de produs` selectată." -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62 msgid "" -"The :guilabel:`Product Configurator` lets salespeople choose exactly which " -"product variant to add to the quotation or sales order using a format " -"similar to online shopping. Color options display any HTML color codes set " -"up in the :guilabel:`Color` attribute. Features with an additional cost will" -" display the additional cost next to their name. Once the desired product " -"variant attributes are selected, click :guilabel:`Add` to add the product " -"variant to the quotation or sales order." +"The product configurator lets salespeople choose exactly which product " +"variant to add to the quotation or sales order, using a format similar to " +"online shopping. Color options display any HTML color codes set up in the " +":guilabel:`Color` attribute." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:66 +msgid "" +"Features with an additional cost display the additional cost next to their " +"name. Once the desired product variant attributes are selected, click " +":guilabel:`Add` to add the product variant to the quotation or sales order." msgstr "" -":guilabel:`Configuratorul de produs` permite vânzătorilor să aleagă exact ce" -" variantă de produs să adauge la oferta sau comanda de vânzări folosind un " -"format similar celui al cumpărăturilor online. Opțiunile de culoare afișează" -" orice cod de culoare HTML configurat în atributul :guilabel:`Culoare`. " -"Caracteristicile cu un cost suplimentar vor afișa costul suplimentar lângă " -"numele lor. După ce sunt selectate atributele variantelor de produs dorite, " -"faceți clic pe :guilabel:`Adăugați` pentru a adăuga varianta de produs la " -"oferta sau comanda de vânzări." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Product Configurator and Price Extras." msgstr "Configurator de produs și prețuri suplimentare." -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:52 -msgid "" -"By default, the product variant attributes are displayed on the quotation or" -" sales order in the :guilabel:`Description` column, but the " -":guilabel:`Product Variant` column can be added through the additional " -"options menu (3 vertical dots icon)." -msgstr "" -"În mod implicit, atributele variantelor de produs sunt afișate pe oferta sau" -" comanda de vânzări în coloana :guilabel:`Descriere`, dar coloana " -":guilabel:`Variantă de produs` poate fi adăugată prin meniul opțiunilor " -"suplimentare (iconița cu 3 puncte verticale)." - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:57 -msgid "Use Variant Grid Entries" -msgstr "Utilizați intrări în grila de variante" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:59 -msgid "" -":guilabel:`Variant Grid Entries` appear on a quotation or sales order when " -"products are added that have both variants configured and the " -":guilabel:`Order Grid Entry` option selected. Grid entry can streamline the " -"process of creating large, varied quotations by letting salespeople enter " -"exact quantities of each product variant all at once." -msgstr "" -":guilabel:`Intrările în grila de variante` apar pe o ofertă sau o comandă de" -" vânzări atunci când sunt adăugate produse care au ambele variante " -"configurate și opțiunea :guilabel:`Intrare în grila de comandă` selectată. " -"Grila de intrare poate simplifica procesul de creare a ofertelor mari și " -"variante prin permiterea vânzătorilor să introducă cantitățile exacte ale " -"unei variante de produs dintr-o dată." - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:64 -msgid "" -":guilabel:`Variant Grid Entry` displays a grid of every variant available " -"for the selected product. Choose the exact quantities of each product " -"variant for a quotation or sales order by typing in the number or using the " -"arrows. :guilabel:`Not Available` is displayed when a particular variant has" -" been deactivated in the database. Once all the product variants and their " -"quantities have been set, click :guilabel:`Confirm` to add them to the " -"quotation or sales order." -msgstr "" -":guilabel:`Intrarea în grila de variante` afișează o grilă a tuturor " -"variantelor disponibile pentru produsul selectat. Alegeți exact cantitățile " -"din fiecare variantă de produs pentru o ofertă sau o comandă de vânzări " -"tastând numărul sau folosind săgețile. :guilabel:`Nu este disponibil` este " -"afișat atunci când o variantă anume a fost dezactivată în baza de date. După" -" ce toate variantele de produs și cantitățile lor au fost stabilite, faceți " -"clic pe :guilabel:`Confirmă` pentru a le adăuga la oferta sau comanda de " -"vânzări." - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 -msgid "Variant Grid Entry pop-up." -msgstr "Fereastră pop-up pentru intrarea în grila de variante." - #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "" -"Each product variant appears as an individual line item on the quotation or " -"sales order, because each of these items has its own stock." +"By default, the product variant attributes are displayed on the quotation or" +" sales order in the :guilabel:`Description` column, but a dedicated " +":guilabel:`Product Variant` column can be added, via the additional options " +"menu (represented by the :guilabel:`⋮ (3 vertical dots)` icon, on the far-" +"right side of the columns, in the :guilabel:`Order Lines` tab)." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 +msgid "Product variant column option in order lines tab of quotation." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:83 +msgid "" +"Just click the checkbox next to :guilabel:`Product Variant`, and that column" +" appears in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:87 +msgid "Variant grid entries" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 +msgid "" +"*Variant grid entries* appear on a quotation or sales order when products " +"that have both variants configured are added, and the :guilabel:`Order Grid " +"Entry` option is selected on the product form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:92 +msgid "" +"The grid entry feature streamlines the process of creating large, varied " +"quotations by letting salespeople enter exact quantities of each product " +"variant all at once." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95 +msgid "" +"The :guilabel:`Choose Product Variants` pop-up form that appears, displays a" +" grid of every variant available for that specific product." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:98 +msgid "" +"From the :guilabel:`Choose Product Variants` pop-up form, choose the exact " +"quantities of each product variant for a quotation or sales order by typing " +"in the number or using the arrows in each column. The :guilabel:`Not " +"Available` warning is displayed when a particular variant has been " +"deactivated in the database." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 +msgid "" +"Once all the product variants and their quantities have been set in the pop-" +"up form, click :guilabel:`Confirm` to add them to the quotation or sales " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 +msgid "Variant Grid Entry pop-up form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:110 +msgid "" +"Each product variant appears as an individual line item on the quotation or " +"sales order with the chosen quantity from the :guilabel:`Choose Product " +"Variants` pop-up form, because each of these items has its own stock." msgstr "" -"Fiecare variantă de produs apare ca un element individual pe oferta sau " -"comanda de vânzări, deoarece fiecare dintre aceste elemente are propriul " -"stoc." #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Line items for grid variants." diff --git a/locale/th/LC_MESSAGES/administration.po b/locale/th/LC_MESSAGES/administration.po index c7ffc8ece..a075cb03b 100644 --- a/locale/th/LC_MESSAGES/administration.po +++ b/locale/th/LC_MESSAGES/administration.po @@ -16,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2022-03-18 14:59+0000\n" "Last-Translator: Rasareeyar Lappiam, 2023\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" @@ -793,7 +793,6 @@ msgid "" msgstr "" #: ../../content/administration/install/deploy.rst:398 -#: ../../content/administration/upgrade.rst:122 msgid "Todo" msgstr "ที่จะทำ" @@ -1267,8 +1266,9 @@ msgstr "" #: ../../content/administration/install/online.rst:14 #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 -#: ../../content/administration/maintain/supported_versions.rst:31 -#: ../../content/administration/upgrade/odoo_online.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:29 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "" @@ -2806,9 +2806,10 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:171 #: ../../content/administration/maintain/domain_names.rst:250 -#: ../../content/administration/maintain/supported_versions.rst:32 +#: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:3 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "" @@ -4293,7 +4294,7 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:293 #: ../../content/administration/odoo_sh/getting_started/settings.rst:77 #: ../../content/administration/odoo_sh/getting_started/settings.rst:113 -#: ../../content/administration/upgrade.rst:10 +#: ../../content/administration/upgrade.rst:3 msgid "Upgrade" msgstr "อัพเกรด" @@ -4303,8 +4304,8 @@ msgstr "" #: ../../content/administration/maintain/odoo_online.rst:33 msgid "" -"For more information about the upgrade process, check out the :doc:`Odoo " -"Online upgrade documentation <../upgrade/odoo_online>`." +"For more information about the upgrade process, check out the :ref:`Odoo " +"Online upgrade documentation `." msgstr "" #: ../../content/administration/maintain/odoo_online.rst:39 @@ -4699,78 +4700,72 @@ msgid "" "like any other record by clicking on it and using the edit button." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:6 -#: ../../content/administration/upgrade.rst:208 +#: ../../content/administration/maintain/supported_versions.rst:7 msgid "Supported versions" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:8 +#: ../../content/administration/maintain/supported_versions.rst:9 msgid "" "Odoo provides support and bug fixing **for the 3 last major versions** of " "Odoo." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:11 +#: ../../content/administration/maintain/supported_versions.rst:12 msgid "" "Odoo releases intermediary versions called **Online versions** on the " ":doc:`Odoo Online ` hosting every two months. Odoo Online users" " can then benefit from the latest features of Odoo." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:15 +#: ../../content/administration/maintain/supported_versions.rst:16 msgid "" "Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` " "them regularly." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:16 +#: ../../content/administration/maintain/supported_versions.rst:17 msgid "" "Online versions are *not* released for Odoo.sh and On-Premise installations." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:17 +#: ../../content/administration/maintain/supported_versions.rst:18 msgid "Online versions are listed below as *SaaS*." msgstr "" #: ../../content/administration/maintain/supported_versions.rst:20 -msgid "What's the support status of my Odoo?" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:22 msgid "This matrix shows the support status of every version." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:24 +#: ../../content/administration/maintain/supported_versions.rst:22 msgid "**Major releases are in bold type.**" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:33 -#: ../../content/administration/upgrade/on_premise.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:31 msgid "On-Premise" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:34 +#: ../../content/administration/maintain/supported_versions.rst:32 msgid "Release date" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:33 msgid "End of support" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:36 -msgid "Odoo saas~16.4" +#: ../../content/administration/maintain/supported_versions.rst:34 +msgid "**Odoo 17.0**" msgstr "" +#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:36 #: ../../content/administration/maintain/supported_versions.rst:37 -#: ../../content/administration/maintain/supported_versions.rst:61 -#: ../../content/administration/maintain/supported_versions.rst:62 -#: ../../content/administration/maintain/supported_versions.rst:63 -#: ../../content/administration/maintain/supported_versions.rst:79 -#: ../../content/administration/maintain/supported_versions.rst:80 -#: ../../content/administration/maintain/supported_versions.rst:81 +#: ../../content/administration/maintain/supported_versions.rst:41 +#: ../../content/administration/maintain/supported_versions.rst:65 +#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:67 +#: ../../content/administration/maintain/supported_versions.rst:83 +#: ../../content/administration/maintain/supported_versions.rst:84 #: ../../content/administration/maintain/supported_versions.rst:85 -#: ../../content/administration/maintain/supported_versions.rst:86 -#: ../../content/administration/maintain/supported_versions.rst:87 #: ../../content/administration/odoo_sh/getting_started/settings.rst:58 #: ../../content/administration/odoo_sh/getting_started/settings.rst:59 #: ../../content/administration/odoo_sh/getting_started/settings.rst:62 @@ -4802,165 +4797,172 @@ msgid "|green|" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:38 +#: ../../content/administration/maintain/supported_versions.rst:93 +msgid "November 2023" +msgstr "" + #: ../../content/administration/maintain/supported_versions.rst:39 -#: ../../content/administration/maintain/supported_versions.rst:44 -#: ../../content/administration/maintain/supported_versions.rst:45 -#: ../../content/administration/maintain/supported_versions.rst:50 -#: ../../content/administration/maintain/supported_versions.rst:51 -#: ../../content/administration/maintain/supported_versions.rst:56 -#: ../../content/administration/maintain/supported_versions.rst:57 -#: ../../content/administration/maintain/supported_versions.rst:68 -#: ../../content/administration/maintain/supported_versions.rst:69 -#: ../../content/administration/maintain/supported_versions.rst:74 -#: ../../content/administration/maintain/supported_versions.rst:75 -msgid "N/A" -msgstr "ไม่ระบุ" +msgid "November 2026 (planned)" +msgstr "" #: ../../content/administration/maintain/supported_versions.rst:40 -msgid "August 2023" +msgid "Odoo saas~16.4" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:42 -msgid "Odoo saas~16.3" -msgstr "" - #: ../../content/administration/maintain/supported_versions.rst:43 +#: ../../content/administration/maintain/supported_versions.rst:48 #: ../../content/administration/maintain/supported_versions.rst:49 +#: ../../content/administration/maintain/supported_versions.rst:54 #: ../../content/administration/maintain/supported_versions.rst:55 -#: ../../content/administration/maintain/supported_versions.rst:67 +#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:61 +#: ../../content/administration/maintain/supported_versions.rst:72 #: ../../content/administration/maintain/supported_versions.rst:73 -#: ../../content/administration/maintain/supported_versions.rst:91 -#: ../../content/administration/maintain/supported_versions.rst:92 -#: ../../content/administration/maintain/supported_versions.rst:93 -msgid "|red|" +#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:79 +msgid "N/A" +msgstr "ไม่ระบุ" + +#: ../../content/administration/maintain/supported_versions.rst:44 +msgid "August 2023" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:46 +msgid "Odoo saas~16.3" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:47 +#: ../../content/administration/maintain/supported_versions.rst:53 +#: ../../content/administration/maintain/supported_versions.rst:59 +#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:89 +#: ../../content/administration/maintain/supported_versions.rst:90 +#: ../../content/administration/maintain/supported_versions.rst:91 +#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:96 +#: ../../content/administration/maintain/supported_versions.rst:97 +#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:102 +#: ../../content/administration/maintain/supported_versions.rst:103 +msgid "|red|" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:50 msgid "June 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:52 msgid "Odoo saas~16.2" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:52 +#: ../../content/administration/maintain/supported_versions.rst:56 msgid "March 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:58 msgid "Odoo saas~16.1" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:58 +#: ../../content/administration/maintain/supported_versions.rst:62 msgid "February 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:64 msgid "**Odoo 16.0**" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:64 -#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:68 +#: ../../content/administration/maintain/supported_versions.rst:99 msgid "October 2022" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:65 -msgid "October 2025 (planned)" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:66 -msgid "Odoo saas~15.2" +#: ../../content/administration/maintain/supported_versions.rst:69 +msgid "November 2025 (planned)" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:70 +msgid "Odoo saas~15.2" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:74 msgid "March 2022" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:75 msgid "January 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:76 msgid "Odoo saas~15.1" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:76 +#: ../../content/administration/maintain/supported_versions.rst:80 msgid "February 2022" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:81 msgid "July 2022" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:82 msgid "**Odoo 15.0**" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:82 +#: ../../content/administration/maintain/supported_versions.rst:86 msgid "October 2021" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:83 -msgid "October 2024 (planned)" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:84 -msgid "**Odoo 14.0**" +#: ../../content/administration/maintain/supported_versions.rst:87 +msgid "November 2024 (planned)" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:88 +msgid "**Odoo 14.0**" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:92 msgid "October 2020" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:89 -msgid "November 2023 (planned)" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:90 +#: ../../content/administration/maintain/supported_versions.rst:94 msgid "**Odoo 13.0**" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:94 +#: ../../content/administration/maintain/supported_versions.rst:98 msgid "October 2019" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:99 -msgid "|green| Supported version" +#: ../../content/administration/maintain/supported_versions.rst:100 +msgid "Older versions" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:101 -msgid "|red| End-of-support" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:103 -msgid "N/A Never released for this platform" +#: ../../content/administration/maintain/supported_versions.rst:104 +msgid "Before 2019" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:105 -msgid "🏁 Future version, not released yet" +msgid "Before 2022" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:107 +msgid "Legend" +msgstr "Legend" + +#: ../../content/administration/maintain/supported_versions.rst:109 +msgid "|green| Supported version" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:111 +msgid "|red| End-of-support" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:113 +msgid "N/A Never released for this platform" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:116 -msgid "I run an older version of Odoo/OpenERP/TinyERP" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:118 -msgid "" -"Odoo 12.0, 11.0, 10.0, 9.0, and 8.0 are not supported anymore, on any " -"platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:120 -msgid "" -"OpenERP 7.0, 6.1, 6.0 and 5.0 are not supported anymore, on any platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:122 -msgid "" -"TinyERP 4.0, 3.0, 2.0 and 1.0 are not supported anymore, on any platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:124 msgid "" "Even though we don't support older versions, you can always `upgrade from " "any version `_." @@ -5226,7 +5228,6 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/settings.rst:6 #: ../../content/administration/odoo_sh/getting_started/status.rst:6 #: ../../content/administration/odoo_sh/overview.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:8 msgid "Overview" msgstr "ภาพรวม" @@ -6226,7 +6227,7 @@ msgid "Available for production and staging branches for valid projects." msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:298 -msgid ":doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`" +msgid ":doc:`Upgrade documentation <../../upgrade>`" msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:303 @@ -8322,1351 +8323,746 @@ msgid "" "time." msgstr "" +#: ../../content/administration/upgrade.rst:5 +msgid "" +"An upgrade is the process of moving your database from an older version to a" +" newer :doc:`supported version ` (e.g., Odoo " +"14.0 to Odoo 16.0). Frequently upgrading is essential as each version comes " +"with new and improved features, bug fixes, and security patches." +msgstr "" + +#: ../../content/administration/upgrade.rst:13 +msgid "" +"The Rolling Release process allows Odoo Online customers to upgrade their " +"database directly from a message prompt sent to the database administrator " +"as soon as a new version is released. The invitation to upgrade is only sent" +" if no issues are detected during the automatic tests." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "The upgrade message prompt on the top right of the database" +msgstr "" + #: ../../content/administration/upgrade.rst:20 msgid "" -"An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo " -"15.0)." -msgstr "" - -#: ../../content/administration/upgrade.rst:22 -msgid "An upgrade does not cover:" -msgstr "" - -#: ../../content/administration/upgrade.rst:24 -msgid "" -"Changing :ref:`editions ` (i.e., Community to " -"Enterprise edition)" +"It is strongly recommended to manually :ref:`test the upgrade first " +"`. Clicking :guilabel:`I want to test first` redirects" +" to `the database manager `_, where it " +"is possible to request an upgraded test database and check it for any " +"discrepancies." msgstr "" #: ../../content/administration/upgrade.rst:25 msgid "" -"Switching :ref:`hosting type ` (i.e., On-" -"Premise to Odoo Online or Odoo.sh)" +"It is **not** recommended to click :guilabel:`Upgrade Now` without testing " +"first, as it immediately triggers the live production database upgrade." msgstr "" -#: ../../content/administration/upgrade.rst:27 -msgid "Migration from another ERP to Odoo" +#: ../../content/administration/upgrade.rst:28 +msgid "" +"If the Rolling Release process detects an issue with the upgrade, it will be" +" deactivated until the issue is resolved." msgstr "" -#: ../../content/administration/upgrade.rst:29 -#: ../../content/administration/upgrade.rst:148 -#: ../../content/administration/upgrade.rst:259 -#: ../../content/administration/upgrade/faq.rst:81 -#: ../../content/administration/upgrade/faq.rst:92 -#: ../../content/administration/upgrade/faq.rst:119 -msgid "|assistance-contact|" +#: ../../content/administration/upgrade.rst:31 +msgid "An upgrade does not cover:" msgstr "" -#: ../../content/administration/upgrade.rst:32 -msgid ":ref:`upgrade/sla`" +#: ../../content/administration/upgrade.rst:33 +msgid "Downgrading to a previous version of Odoo" +msgstr "" + +#: ../../content/administration/upgrade.rst:34 +msgid "" +":doc:`Switching editions ` (e.g., from Community to " +"Enterprise)" +msgstr "" + +#: ../../content/administration/upgrade.rst:35 +msgid "" +":doc:`Changing hosting type ` " +"(e.g., from on-premise to Odoo Online)" msgstr "" #: ../../content/administration/upgrade.rst:37 -msgid "Process workflow" +msgid "Migrating from another ERP to Odoo" msgstr "" -#: ../../content/administration/upgrade.rst:39 -msgid "The upgrade process in a nutshell:" -msgstr "" - -#: ../../content/administration/upgrade.rst:41 -msgid "You create a test upgrade request." -msgstr "" - -#: ../../content/administration/upgrade.rst:42 +#: ../../content/administration/upgrade.rst:40 msgid "" -"Odoo processes the request automatically by running the database through an " -"upgrade script, which takes between 20 and 120 minutes." +"If your database contains a **custom module**, you must first upgrade its " +"source code to be compatible with the new version of Odoo **before " +"upgrading**." msgstr "" -#: ../../content/administration/upgrade.rst:44 -msgid "Odoo delivers a test database." -msgstr "" - -#: ../../content/administration/upgrade.rst:45 -msgid "" -"You test your database for possible discrepancies (see :ref:`upgrade/test-" -"guidance`)." -msgstr "" - -#: ../../content/administration/upgrade.rst:46 -msgid "" -"If there are any discrepancies, you report them to the Upgrade support team " -"via the help portal (see :ref:`upgrade/test-assistance`)." -msgstr "" - -#: ../../content/administration/upgrade.rst:48 -msgid "We fix the issues and send you a new test database." +#: ../../content/administration/upgrade.rst:47 +msgid "Upgrading in a nutshell" msgstr "" #: ../../content/administration/upgrade.rst:49 msgid "" -"Once you have completed the testing and are happy with the result, you " -"decide on a date and time when you stop users from accessing Odoo, freeze " -"all data entries, and create an upgrade request for the production upgrade." +"Request an upgraded test database (see :ref:`obtaining an upgraded test " +"database `)." msgstr "" #: ../../content/administration/upgrade.rst:52 -msgid "Odoo delivers the production database through the automated process." -msgstr "" - -#: ../../content/administration/upgrade.rst:53 msgid "" -"You restore it in your Production environment a few short hours later and " -"continue working on the newly upgraded database (this is done automatically " -"on Odoo Online)." +"Thoroughly test the upgraded database (see :ref:`testing the new version of " +"the database `)." msgstr "" -#: ../../content/administration/upgrade.rst:57 -msgid ":doc:`Upgrade process for Odoo Online `" +#: ../../content/administration/upgrade.rst:55 +msgid "" +"Report any issue encountered during the testing to Odoo via the `support " +"page `__." msgstr "" #: ../../content/administration/upgrade.rst:58 -msgid ":doc:`Upgrade process for Odoo.sh `" +msgid "" +"(If applicable) : upgrade the source code of your custom module to be " +"compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:59 -msgid ":doc:`Upgrade process for On-Premise `" +#: ../../content/administration/upgrade.rst:61 +msgid "" +"Once all issues are resolved and you are confident that the upgraded " +"database can be used as your main database without any issues, plan the " +"upgrade of your production database." msgstr "" #: ../../content/administration/upgrade.rst:64 -msgid "Testing" -msgstr "ทดสอบ" - -#: ../../content/administration/upgrade.rst:66 msgid "" -"This phase allows you to review an upgraded version of your database without" -" affecting your production database in any way. We suggest that you run the " -"test upgrade process at least once, but you can do it as many times as you " -"need (one at a time)." +"Request the upgrade for the production database, rendering it unavailable " +"for the time it takes to complete the process (see :ref:`upgrading the " +"production database `)." msgstr "" -#: ../../content/administration/upgrade.rst:70 +#: ../../content/administration/upgrade.rst:67 msgid "" -"Once you receive your upgraded test database, check that all data, " -"processes, and functionality are still correct and working as expected." +"Report any issue encountered during the upgrade to Odoo via the `support " +"page `__." msgstr "" -#: ../../content/administration/upgrade.rst:73 -msgid "" -"If you do find discrepancies, :ref:`report your issues ` and :ref:`request a new test database ` when the reported issues are fixed in the upgrade script." +#: ../../content/administration/upgrade.rst:76 +msgid "Obtaining an upgraded test database" msgstr "" -#: ../../content/administration/upgrade.rst:77 +#: ../../content/administration/upgrade.rst:78 msgid "" -"If you do not find any discrepancies, you can move on to the upgrade of your" -" production database." +"The `Upgrade page `_ is the main platform for " +"requesting an upgraded database. However, depending on the hosting type, you" +" can upgrade from the command line (on-premise), the `Odoo Online database " +"manager `_, or your `Odoo.sh project " +"`_." msgstr "" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:84 msgid "" -"A test database is only intended for testing and remains completely " -"unrelated to your present or future production database. Any data you add, " -"or changes you make, will not be reflected in your upgraded production " -"database." -msgstr "" - -#: ../../content/administration/upgrade.rst:85 -msgid "" -"Test databases are neutered and features are disabled to prevent them from " -"having an impact on the production database:" -msgstr "" - -#: ../../content/administration/upgrade.rst:88 -msgid "" -"The serial number of the database is modified (to prevent it from sending " -"information as if it was the production database)." -msgstr "" - -#: ../../content/administration/upgrade.rst:90 -msgid "" -"The :ref:`base URL of the database ` is reset to " -"``http://localhost:8069`` and the email domain to ``localhost``." +"The Upgrade platform follows the same `Privacy Policy " +"`_ as the other Odoo.com services. Visit the " +"`General Data Protection Regulation page `_ to " +"learn more about how Odoo handles your data and privacy." msgstr "" #: ../../content/administration/upgrade.rst:92 msgid "" -"Scheduled actions are disabled (the calendar synchronization, the bank " -"statement synchronization, the planned automated actions, the fetching of " -"incoming mail servers, etc.)." +"Odoo Online databases can be manually upgraded via the `database manager " +"`_." msgstr "" -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:95 msgid "" -"Outgoing mail servers are disabled by archiving the existing ones and adding" -" a fake/non-working one." -msgstr "" - -#: ../../content/administration/upgrade.rst:96 -msgid "Payment providers and delivery carriers are reset to test environment." -msgstr "" - -#: ../../content/administration/upgrade.rst:97 -msgid "" -"Accounting localization Electronic Data Interchange (EDI) services are " -"disabled." -msgstr "" - -#: ../../content/administration/upgrade.rst:98 -msgid "A system parameter is set to tell the database has been neutered." -msgstr "" - -#: ../../content/administration/upgrade.rst:103 -msgid "Request a test database" -msgstr "" - -#: ../../content/administration/upgrade.rst:105 -msgid "" -"Follow the instructions available per hosting type on the `website form " -"`_ and select *Testing* purpose." -msgstr "" - -#: ../../content/administration/upgrade.rst-1 -msgid "Selection of the \"Testing\" purpose in the upgrade form on Odoo" -msgstr "" - -#: ../../content/administration/upgrade.rst:115 -msgid "Test guidance" -msgstr "" - -#: ../../content/administration/upgrade.rst:117 -msgid "" -"Every business and organization has its own operational needs and has to " -"test its specific Odoo database individually. We recommend you look at `the " -"test scenario " -"`_" -" for further information." -msgstr "" - -#: ../../content/administration/upgrade.rst:122 -msgid "change link \"test scenario\" once the related doc is published" -msgstr "" - -#: ../../content/administration/upgrade.rst:127 -#: ../../content/administration/upgrade.rst:172 -msgid "Assistance" -msgstr "ความช่วยเหลือ" - -#: ../../content/administration/upgrade.rst:129 -msgid "" -"If you encounter an issue in the **test database**, please get in touch with" -" Odoo Upgrade Support via the `Odoo Support page " -"`_." -msgstr "" - -#: ../../content/administration/upgrade.rst:132 -msgid "" -"Under the *Ticket Description* section, select *An issue related to my " -"upgrade* ticket type." +"The database manager displays all databases associated with the user's " +"account. Databases not on the most recent version of Odoo display an arrow " +"in a circle icon next to their name, indicating that they can be upgraded." msgstr "" #: ../../content/administration/upgrade.rst:0 msgid "" -"Selection of \"An issue related to my upgrade\" as Ticket Type in the " -"support form on Odoo" +"The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:139 +#: ../../content/administration/upgrade.rst:102 msgid "" -"If you choose another *Ticket Description* type, the request will be " -"redirected to another team. This will slow down the processing and response " -"time." +"Click the **arrow in a circle** icon to start the upgrade process. In the " +"popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:142 -#: ../../content/administration/upgrade.rst:185 +#: ../../content/administration/upgrade.rst:104 msgid "" -"Please provide as much detail as you can (i.e., videos and screenshots to " -"illustrate your issue). This will avoid clarifying questions and speed up " -"the resolution process significantly." +"The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:146 +#: ../../content/administration/upgrade.rst:105 msgid "" -"The purpose of the test phase is not to correct existing data or " -"configurations in your database." +"The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:153 -msgid "The production launch" -msgstr "" - -#: ../../content/administration/upgrade.rst:155 +#: ../../content/administration/upgrade.rst:106 msgid "" -"The production upgrade request is when you decide to upgrade your current " -"database with all your production data (invoices, VAT returns, inventories, " -"current orders) to a new version of your choice." +"The :guilabel:`Purpose` of the upgrade, which is automatically set to " +":guilabel:`Test` for your first upgrade request" +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "The \"Upgrade your database\" popup." +msgstr "" + +#: ../../content/administration/upgrade.rst:112 +msgid "" +"The :guilabel:`Upgrade in progress` tag is displayed next to the database " +"name until completion. Once the process succeeds, an email containing a link" +" to the upgraded test database is sent to the address provided. The database" +" can also be accessed from the database manager by clicking the dropdown " +"arrow before the database name." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "Clicking the menu arrow displays the upgraded test database." +msgstr "" + +#: ../../content/administration/upgrade.rst:122 +msgid "" +"Odoo.sh is integrated with the upgrade platform to simplify the upgrade " +"process." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "Odoo.sh project and tabs" +msgstr "" + +#: ../../content/administration/upgrade.rst:127 +msgid "" +"The **latest production daily automatic backup** is then sent to the " +"`upgrade platform `_." +msgstr "" + +#: ../../content/administration/upgrade.rst:130 +msgid "" +"Once the upgrade platform is done upgrading the backup and uploading it on " +"the branch, it is put in a **special mode**: each time a **commit is " +"pushed** on the branch, a **restore operation** of the upgraded backup and " +"an **update of all the custom modules** occur. This allows you to test your " +"custom modules on a pristine copy of the upgraded database. The log file of " +"the upgrade process can be found in your newly upgraded staging build by " +"going to :file:`~/logs/upgrade.log`." +msgstr "" + +#: ../../content/administration/upgrade.rst:138 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. If there are none, the \"update on commit\" mode is skipped, the " +"upgraded database is built as soon as it is transferred from the upgrade " +"platform, and the upgrade mode is exited." +msgstr "" + +#: ../../content/administration/upgrade.rst:150 +#: ../../content/administration/upgrade.rst:342 +msgid "On-premise" +msgstr "" + +#: ../../content/administration/upgrade.rst:152 +msgid "" +"The standard upgrade process can be initiated by entering the following " +"command line on the machine where the database is hosted:" msgstr "" #: ../../content/administration/upgrade.rst:159 msgid "" -"After your :ref:`tests ` are completed to your " -"satisfaction, submit the request to upgrade your production database via our" -" `website form `_. Select *Production* purpose." +"The following command can be used to display the general help and the main " +"commands:" msgstr "" -#: ../../content/administration/upgrade.rst:164 -msgid "Going into production without first testing may lead to:" -msgstr "" - -#: ../../content/administration/upgrade.rst:166 -msgid "" -"business interruptions (e.g., no longer having the possibility to validate " -"an action)" -msgstr "" - -#: ../../content/administration/upgrade.rst:167 -msgid "" -"poor customer experiences (e.g., an eCommerce website that does not work " -"correctly)" -msgstr "" - -#: ../../content/administration/upgrade.rst:174 -msgid "" -"If you encounter issues or problems in the **production database**, please " -"get in touch with **Odoo Support**:" -msgstr "" - -#: ../../content/administration/upgrade.rst:177 -msgid "Connect to our `Odoo Support page `_." -msgstr "" - -#: ../../content/administration/upgrade.rst:178 -msgid "" -"Under the *Ticket Description* section, select the appropriate type related " -"to your issue but **do not select** the option *An issue related to my " -"upgrade*." -msgstr "" - -#: ../../content/administration/upgrade.rst:182 -msgid "" -"After upgrading to production, the support will be provided by the Support " -"team instead of the Upgrade team." -msgstr "" - -#: ../../content/administration/upgrade.rst:189 -msgid "" -"If you choose *An issue related to my upgrade* as ticket type, the request " -"will be redirected to another team than the support one and will slow down " -"the processing and response time." -msgstr "" - -#: ../../content/administration/upgrade.rst:195 -msgid "Help" -msgstr "ช่วยเหลือ" - -#: ../../content/administration/upgrade.rst:200 -msgid "Contact our upgrade service support" -msgstr "" - -#: ../../content/administration/upgrade.rst:202 -msgid "" -"Should you have any more questions about the upgrade, do not hesitate to " -"send a message to `Odoo Upgrade Team `_. We will be" -" happy to answer it as soon as possible." -msgstr "" - -#: ../../content/administration/upgrade.rst:210 -msgid "" -"Please note that Odoo provides support and bug fixing only for the three " -"last major versions of Odoo." -msgstr "" - -#: ../../content/administration/upgrade.rst:213 -msgid "" -"This is a factor to take into consideration before upgrading. If you are on " -"an older version, we suggest you to prefer the most recent version to " -"benefit from longer support (before having to upgrade again)." -msgstr "" - -#: ../../content/administration/upgrade.rst:218 -msgid ":doc:`maintain/supported_versions`" -msgstr "" - -#: ../../content/administration/upgrade.rst:223 -msgid "Service-level agreement (SLA)" -msgstr "" - -#: ../../content/administration/upgrade.rst:225 -msgid "" -"With Odoo Enterprise, upgrading a database to the most recent version of " -"Odoo is **free**, including any support required to rectify potential " -"discrepancies in the upgraded database." -msgstr "" - -#: ../../content/administration/upgrade.rst:228 -msgid "" -"Information about the upgrade services included in the Enterprise Licence is" -" available in the :ref:`Odoo Enterprise Subscription Agreement `. " -"However, this section clarifies what upgrade services you can expect." -msgstr "" - -#: ../../content/administration/upgrade.rst:233 -msgid "Upgrade services covered by the SLA" -msgstr "" - -#: ../../content/administration/upgrade.rst:235 -msgid "" -"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " -"self-hosted (On-Premise) can benefit from upgrade services at all times for:" -msgstr "" - -#: ../../content/administration/upgrade.rst:238 -msgid "the upgrade of all **standard applications**;" -msgstr "" - -#: ../../content/administration/upgrade.rst:239 -msgid "" -"the upgrade of all **customizations created with the Studio app**, as long " -"as Studio is still installed and the respective subscription is still " -"active; and" -msgstr "" - -#: ../../content/administration/upgrade.rst:241 -msgid "" -"the upgrade of all **developments and customizations covered by a " -"maintenance of customizations subscription**." -msgstr "" - -#: ../../content/administration/upgrade.rst:244 -msgid "" -"Upgrade services are limited to the technical conversion and adaptation of a" -" database (standard modules and data) to make it compatible with the version" -" targeted by the upgrade." -msgstr "" - -#: ../../content/administration/upgrade.rst:248 -msgid "Upgrade services not covered by the SLA" -msgstr "" - -#: ../../content/administration/upgrade.rst:250 -msgid "The following upgrade-related services are **not** included:" -msgstr "" - -#: ../../content/administration/upgrade.rst:252 -msgid "" -"the **cleaning** of pre-existing data and configurations while upgrading;" -msgstr "" - -#: ../../content/administration/upgrade.rst:253 -msgid "" -"the upgrade of **custom modules created in-house or by third parties**, " -"including Odoo partners;" -msgstr "" - -#: ../../content/administration/upgrade.rst:254 -msgid "" -"lines of **code added to standard modules**, i.e., customizations created " -"outside the Studio app, code entered manually, and :ref:`automated actions " -"using Python code `; and" -msgstr "" - -#: ../../content/administration/upgrade.rst:257 -msgid "**training** on using the upgraded version's features and workflows." -msgstr "" - -#: ../../content/administration/upgrade.rst:262 -msgid ":doc:`Upgrade FAQ `" -msgstr "" - -#: ../../content/administration/upgrade.rst:263 -msgid ":doc:`Odoo.sh documentation `" -msgstr "" - -#: ../../content/administration/upgrade.rst:264 -msgid ":doc:`Supported Odoo versions `" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:8 -msgid "FAQ" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:13 -msgid "Why upgrade" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:15 -msgid "" -"You benefit from the latest features of the :ref:`new major version " -"` released by Odoo." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:17 -msgid "" -"If you are in an :ref:`unsupported version `, " -"you get a new version with support." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:23 -msgid "When to upgrade" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:25 -msgid "" -"Whenever you want. You can make your upgrade request as soon as a new " -"version is released or when your version turns unsupported, and you still " -"wish to enjoy support." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:31 -msgid "Availability of the new version" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:33 -msgid "" -"As soon as Odoo announces the release of a new major version, you can create" -" a test upgrade request to try the latest version. Please note that at this " -"point, the upgrade scripts will only have been tested with demo data. Please" -" report any issue you might encounter while testing via the `Odoo Support " -"page `_ and make sure to be happy with your test " -"version before requesting the upgrade of your database in production." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:42 -msgid "Duration of the upgrade" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:44 -msgid "It is impossible to give time estimates for every upgrade request." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:46 -msgid "" -"In general, the \"smaller\" the database, the quickest the upgrade request " -"is completed. A single-user database that uses only CRM will be processed " -"faster than a multi-company, multi-user database that uses Accounting, " -"Sales, Purchase, and Manufacturing." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:50 -msgid "" -"You can expect the time it takes for the platform to upgrade the test " -"database to be similar to the production upgrade." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:56 -msgid "Duration of the upgrade project" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:58 -msgid "" -"It depends on the user involvement (the time spent on testing, reporting " -"problems, etc.) and the issues encountered that might need to be addressed " -"by our technical team." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:61 -msgid "So, in a nutshell, what can impact your upgrade lead time?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:63 -msgid "Source & targeted versions" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:64 -msgid "Installed apps" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:65 -msgid "Volume of data" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:66 -msgid "" -"Amount of customization (models, fields, methods, workflows, reports, " -"website, etc.)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:67 -msgid "" -"Installation of new apps or configuration changes after the start of the " -"test phase" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:68 -msgid "User commitment" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:73 -msgid "Upgrade of the custom modules" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:75 -msgid "" -"As stated in our :doc:`/legal/terms/enterprise`, section " -":ref:`charges_standard`, this optional service is subject to additional " -"fees." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:78 -msgid "" -"Depending on your situation, the custom code could be upgraded by our " -"services, by one of our partners, or you can do it yourself." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:86 -msgid "Upgrade or Migration" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:88 -msgid "" -"An upgrade is switching to a newer version of Odoo, while a migration " -"reflects the change of :ref:`editions ` or " -"change of :ref:`hosting type `." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:97 -msgid "Editions change (from Community to Enterprise)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:99 -msgid "" -"The upgrade always returns an Enterprise edition of Odoo, whether the " -"database you sent was a community or enterprise edition. It is required to " -"have an enterprise subscription to upgrade." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:103 -msgid "" -"If you need assistance on this matter, please contact us via the `Odoo " -"Support page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:107 -msgid "`Editions `_" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:112 -msgid "Switching the hosting types (On-premise vs. Odoo Online vs. Odoo.sh)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:114 -msgid "" -"An upgrade does not cover a change of `Hosting types " -"`_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:116 -msgid "" -"Open the following link to get :doc:`more information about how to change " -"your hosting type <../maintain/hosting_changes>`." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:124 -msgid "The Upgrade Report" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:126 -msgid "" -"When an upgrade request completes successfully (test or production), you " -"receive an email notification about it that includes an 'Upgrade Report'. " -"This report is also sent to you via the Discuss app. It contains valuable " -"information regarding changes that occurred during the upgrade. While it " -"serves as a guide to possible issues to look out for, it is not an " -"exhaustive list. It remains imperative that you test the upgraded database " -"thoroughly and report any discrepancies you might find, before you decide to" -" upgrade your production database." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:136 -msgid "Custom views" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:138 -msgid "" -"During the upgrade, some custom views might get disabled for technical " -"reasons. Therefore they might have to be fixed after the upgrade. The " -":ref:`Upgrade Report ` that is generated after " -"the upgrade is available in the Discuss app, and lists all the custom views " -"that might be impacted by this." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:146 -msgid "Release Notes by version" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:148 -msgid "" -"Open our `Release Note `_ page to " -"get a summary of the new features and improvements made in each version." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:152 -msgid "How long is my test available for" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:154 -msgid "" -"An Odoo Online test database is available for one month by default. We can " -"extend this trial period upon request. For Odoo.sh or on-premise, there is " -"no restriction." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:158 -msgid "How many tests to perform before upgrading to production?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:160 -msgid "" -"As many as needed. When you are comfortable with the database, run a last " -"test upgrade 48 hours before requesting your production upgrade and test " -"your workflows one last time." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:164 -msgid "How to/Where to report upgrade issues?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:166 -msgid "" -"If you encounter issues during the upgrade process, please contact the Odoo " -"Support through the `Odoo Support page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:169 -msgid "" -"To report an issue discovered during the testing phase, please select **An " -"issue related to my upgrade (test phase)**." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:171 -msgid "" -"To report an issue discovered post-upgrade, please select **An issue related" -" to my upgrade (production)**." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:175 -msgid "Upgrading to production" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:177 -msgid "" -"Once you have completed testing and are happy with the result, you decide on" -" a date and time when you stop users from accessing Odoo, freeze all data " -"entries, and create an upgrade request for the production upgrade." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:182 -msgid "How is my data handled in the Upgrade Platform?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:184 -msgid "" -"The Odoo Upgrade platform uses the same Privacy Policy as the rest of " -"Odoo.com services." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:186 -msgid "" -"Your data is hosted on servers that follow our security guidelines, namely:" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:188 -msgid "" -"SSL - All web connections to client instances are protected with 256-bit SSL" -" encryption (HTTPS with a 2048-bit modulus SSL certificate), and running " -"behind Grade A SSL stacks. All our certificate chains are using SHA-2 " -"already." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:191 -msgid "" -"Safe System - Our servers are running recent Linux distribution with up-to-" -"date security patches, with firewall and intrusion countermeasures (not " -"disclosed for obvious reasons)." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:194 -msgid "" -"Servers are located at the same locations as our Cloud providers with the " -"following services:" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:196 -msgid "" -"Restricted perimeter, physically accessed by authorized data center " -"employees only" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:197 -msgid "Physical access control with security badges or biometrical security" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:198 -msgid "Security cameras monitoring the data center locations 24/7" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:199 -msgid "Security personnel on-site 24/7" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:201 -msgid "" -"The uploaded and migrated databases uploaded to the Upgrade platform are " -"kept for up to 3 months and are permanently deleted following that period." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:204 -msgid "" -"You can learn more about privacy and data handling at Odoo by visiting our " -"`General Data Protection Regulation page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:208 -msgid "Rolling Release (applicable to Odoo Online databases)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:210 -msgid "" -"This feature allows customers to upgrade their database directly from a " -"message prompt sent to the database administrator as soon as the new version" -" is released. Odoo first tests the upgrade to the next version. The rolling " -"release upgrade option is displayed if the automated tests are successful. " -"The message offers two options:" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:215 -msgid "" -"To 'Upgrade Now', which immediately triggers the upgrade of your live " -"production database." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:217 -msgid "" -"To take you to your `database manager `_" -" where you can `request an upgraded test database " -"`_ and check the upgraded test database " -"for any discrepancies." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:221 -msgid "" -"When you choose to proceed with the production upgrade directly, make sure " -"all users have saved their work and are logged out. The upgrade takes " -"approximately 15 minutes. During this time your database is unreachable. If " -"you notice any problem after the upgrade, please report it via the `Odoo " -"Support page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:227 -msgid "" -"If you are using the Website or Studio app, we recommend you always do a " -"test upgrade before upgrading your production instance." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:5 -msgid "" -"Odoo databases can be manually upgraded directly from the main Odoo website." -" To upgrade an Odoo database, navigate to the `database manager " -"`_ page and sign in." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:8 -msgid "" -"The database manager page displays all of the Odoo databases associated with" -" the user's account. Any databases that are not already on the most recent " -"version of Odoo display an **arrow in a circle** icon next to the database " -"name, indicating that the database can be upgraded." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "" -"The database manager page with an upgrade button next to the name of a " -"database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:17 -msgid "" -"If the database's version is **lower** than the latest major release: the " -"database must be upgraded within two months. After these two months, an " -"automatic upgrade is initiated." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:19 -msgid "" -"If the database's version is **equal** to or **higher** than the latest " -"major release: you can disregard the invitation to upgrade, as the database " -"probably would not benefit from new features every two months." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:23 -msgid "" -"If a database is *not* on the latest online version, its administrator " -"should receive an invitation to upgrade on the database's dashboard, " -"displayed as an **arrow in a circle**." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "Invitation to upgrade on the database dashboard." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:30 -msgid "" -"Versions that are not supported anymore become deprecated and must be " -"updated to avoid security issues. It is recommended to initiate the upgrade " -"yourself and not wait for the automatic upgrade, as the former method allows" -" you to request a test upgrade of the database to check for any " -"discrepancies." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:36 -msgid "Test database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:38 -msgid "" -"Click on the **arrow in a circle** icon to start the upgrade process. On the" -" :guilabel:`Upgrade your database` pop-up, select the version of Odoo that " -"the platform will be upgraded to. In the :guilabel:`Email to notify` field, " -"enter an email address that will receive email notifications about the " -"database upgrade." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:43 -msgid "" -"There is also a :guilabel:`Purpose` section on the pop-up that is used to " -"specify the reason for the upgrade. However, at this stage of the process, " -"the only selectable option is :guilabel:`Test`, as Odoo requires users to " -"create a test copy of the upgraded database before converting the actual " -"database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade your database\" pop-up." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:52 -msgid "" -"After filling out the form, click the :guilabel:`Upgrade` button. The pop-up" -" disappears and the database being upgraded shows a red :guilabel:`Upgrade " -"in progress` tag next to its name. An email confirming that the upgrade is " -"in progress is also sent to the email address specified on the pop-up." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade in progress\" tag next to the database name." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:61 -msgid "" -"Once the upgrade is complete, a new test database appears on the `database " -"manager `_ page. To access the test " -"database, click the drop-down arrow (:guilabel:`⯆`) to the left of the main " -"database's name. Doing so makes the test version appear below it. Finally, " -"click the green :guilabel:`Connect` button on the right side of the test " -"version's row to go to the database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "A test database on the database manager page." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:71 -msgid "" -"Except for being on the newer version of Odoo, the test database is an exact" -" copy of the one being upgraded. It is important to do extensive testing in " -"this database to ensure that the upgrade has not altered or corrupted any " -"data, and that all workflows still proceed as expected." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:76 -msgid "Production database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:78 -msgid "" -"After confirming the integrity of the new version, return to the `database " -"manager `_ page. Once again, click on the" -" **arrow in a circle** icon next to the database being upgraded. The " -":guilabel:`Upgrade your database` pop-up appears as before, except that " -"there is now a :guilabel:`Production` option under the :guilabel:`Purpose` " -"section." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:83 -msgid "" -"Select the :guilabel:`Production` option and then click :guilabel:`Upgrade` " -"to begin the upgrade process. As before, a notification email is sent to the" -" email address provided and a red :guilabel:`Upgrade in progress` tag " -"appears next to the name of the database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:87 -msgid "" -"The production database is then taken offline and will be upgraded " -"automatically. The time it takes to upgrade the production database should " -"be similar to the time that was necessary to upgrade the test database. Make" -" sure to inform database users of the scheduled downtime." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:91 -msgid "" -"After the upgrade is finished, the :guilabel:`Upgrade in progress` tag " -"disappears and the database is upgraded to the version specified." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:10 -msgid "" -"Odoo.sh is integrated with the upgrade platform to make the upgrade process " -"easier." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:13 -msgid "" -"The :guilabel:`Upgrade` tab is available in the branches view. It is only " -"available for valid projects with a valid production build." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Click on the upgrade menu" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:20 -msgid "The suggested upgrade steps on Odoo.sh are:" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:22 -msgid "" -"On a :guilabel:`Development` branch, upgrade your custom modules to keep " -"them compatible with the new version and thoroughly **test them**." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:24 -msgid "" -"Switch that branch to the :guilabel:`Staging` branch, **upgrade** the last " -"daily production backup and **test it**. Write upgrade scripts if necessary." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:26 -msgid "" -"Trigger the production upgrade from your :guilabel:`Production` branch and " -"sit tight." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:29 -msgid ":doc:`../../administration/upgrade`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:30 -msgid ":doc:`Upgrade FAQ <../upgrade/faq>`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:31 -msgid ":doc:`Introduction to Odoo.sh <../odoo_sh/overview/introduction>`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:36 -msgid "Upgrade your custom modules" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:38 -msgid "" -"The first step is to upgrade your custom modules to keep them compatible " -"with the new version. Fork your :guilabel:`Production` branch in the " -":guilabel:`Development` stage, then go to the settings of your " -":guilabel:`Development` branch and select the Odoo version you target. If " -"needed, modify your code to be compatible with the new version. Make sure to" -" **test** your features are still working correctly." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:45 -msgid "" -"Depending on your contract, the upgrade of your custom modules can be done " -"by yourself, by your Partner or by Odoo (if you hold a subscription " -"including maintenance of customizations)." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:51 -msgid "Upgrade your database on a staging branch" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:53 -msgid "" -"Take the upgraded development branch and drag & drop it to " -":guilabel:`Staging`." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:55 -msgid "" -"Go to the :guilabel:`Upgrade` tab and select the :guilabel:`target version`." -" Then, click on :guilabel:`Test Upgrade`." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Odoo.sh project and tabs" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:62 -msgid "" -"The **latest production daily automatic backup** is sent to the `upgrade " -"platform `_ to start the upgrade test process." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:66 -msgid "" -"You can follow the upgrade process by going to the :guilabel:`Upgrade` menu " -"of your :guilabel:`Production` branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:69 -msgid "" -"When the upgraded backup is ready on the `upgrade platform " -"`_, it is automatically downloaded back to " -"your project." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:72 -msgid "" -"The branch is now in a **special mode**: each time a **commit is pushed** on" -" the branch, a **restore operation** of the upgraded backup occurs, and an " -"**update of all the custom modules** happens. This allows you to quickly " -"iterate on your custom modules upgrade scripts. The log file of the upgrade " -"process can be found at :file:`~/logs/upgrade.log` in your newly upgraded " -"staging build." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:78 -msgid "The **special upgrade mode** is automatically closed after 30 days." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:79 -#: ../../content/administration/upgrade/odoo_sh.rst:128 -msgid "" -"It may happen that custom modules are no longer needed after an upgrade. " -"Custom modules in the upgraded database are set to be updated. If the " -"modules are missing in the code, the update fails, thus failing the whole " -"process. An empty module with a manifest and possibly some custom upgrade " -"script are necessary to clean up the database. The complete removal of the " -"module has to be handled afterwards." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:86 -msgid "Functionally test your upgraded database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:88 -msgid "" -"Now that the test upgraded database is available on your staging branch, " -"**thoroughly test it** and make sure everything runs as it's supposed to. " -"Once you are satisfied with the result, you are ready to upgrade your " -"production database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:93 -msgid "Production upgrade" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:95 -msgid "" -"Once you are happy with your testing, you can start the process on the " -":guilabel:`Production` branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:98 -msgid "" -"On your :guilabel:`Production` branch, go to the :guilabel:`Upgrade` tab, " -"select the :guilabel:`targeted version` and click on the :guilabel:`start " -"Upgrade` button." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View from the upgrade tab" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:105 -msgid "" -"The actual process is **triggered as soon as you push a new commit** in your" -" branch. Make sure you are pushing code that is compatible with the new " -"version. For example by merging the code from your upgraded staging branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:110 -msgid "" -"You can see the progress of the upgrade by going to the :guilabel:`Upgrade` " -"tab of the main branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View showing the progress of the upgrade" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:118 -msgid "Your database is unavailable throughout the process." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:121 -msgid "" -"If anything goes wrong, the platform automatically reverts the upgrade, the " -"same as it would be for a regular update. In case of success, a backup is " -"always made." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:124 -msgid "" -"The update of your custom modules must be successful to complete the entire " -"upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:6 -msgid "Test upgrade request" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:8 -msgid "There are two ways to create your upgrade request." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:11 -msgid "Upgrade request via command line" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:13 -msgid "" -"For technically-advanced users and partners, the upgrade process can be " -"initiated via the following command line on the server where the database is" -" hosted:" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:16 -msgid "" -":command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d -t `" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:19 -msgid "" -"The above command creates the database dump, sends it to the upgrade " -"platform, and initiates the automated upgrade process. During the upgrade, " -"you can follow the live logs on your screen. Once the upgrade process is " -"completed successfully, the upgraded database is restored onto the server " -"(as a duplicate test database)." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:25 -msgid "Upgrade request via the Odoo Upgrade Portal" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:27 -msgid "" -"Download a recent copy of your database and select the option " -":guilabel:`pg_dump custom format (without filestore)`." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:29 -msgid "" -"Upload this dump file at https://upgrade.odoo.com and select *Testing* as " -"the aim. Odoo performs the automated upgrade process. Once it is completed, " -"you receive an email with a link to download the upgrade database dump file." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:32 -msgid "" -"Import the upgraded database into your on-premise environment and manually " -"test all processes and workflows." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:36 +#: ../../content/administration/upgrade.rst:165 msgid "" -"For security reasons, only the person who submitted the upgrade request is " -"able to download it." +"An upgraded test database can also be requested via the `Upgrade page " +"`_." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:37 +#: ../../content/administration/upgrade.rst:169 msgid "" -"Any problem found during testing should be reported via the `helpdesk " -"`_." +"For security reasons, only the person who submitted the upgrade request can " +"download it." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:39 +#: ../../content/administration/upgrade.rst:170 msgid "" -"For storage reasons, the copy of your database is submitted without a " -"filestore to the upgrade server. Therefore, the upgraded database does not " -"contain the production filestore." +"For storage reasons, the database's copy is submitted without a filestore to" +" the upgrade server. Therefore, the upgraded database does not contain the " +"production filestore." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:41 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " "as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:43 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:45 -msgid "A `dump.sql` file containing the upgraded database." +#: ../../content/administration/upgrade.rst:177 +msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:46 +#: ../../content/administration/upgrade.rst:178 msgid "" -"A `filestore` folder containing files that were extracted from in-database " -"records into attachments (if there are any) and new standard Odoo files from" -" the targeted Odoo version (like new images, icons, payment provider's " -"logos, etc.). This is the folder that should be merged with the production " +"A `filestore` folder containing files extracted from in-database records " +"into attachments (if there are any) and new standard Odoo files from the " +"targeted Odoo version (e.g., new images, icons, payment provider's logos, " +"etc.). This is the folder that should be merged with the production " "filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:52 -msgid "Upgrade your production database" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:54 +#: ../../content/administration/upgrade.rst:185 msgid "" -"Once you have completed the testing successfully, you can proceed to upgrade" -" your live database in production. Download your upgraded database from the " -"link in the email and import it onto your live environment." +"You can request multiple test databases if you wish to test an upgrade more " +"than once." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:59 +#: ../../content/administration/upgrade.rst:190 msgid "" -"Same as in the test phase, when requesting an upgrade for production " -"purposes, the copy of your database is submitted without a filestore." +"When an upgrade request is completed, an upgrade report is attached to the " +"successful upgrade email, and it becomes available in the Discuss app for " +"users who are part of the \"Administration / Settings\" group. This report " +"provides important information about the changes introduced by the new " +"version." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:61 +#: ../../content/administration/upgrade.rst:198 +msgid "Testing the new version of the database" +msgstr "" + +#: ../../content/administration/upgrade.rst:200 msgid "" -"Therefore, the upgraded database filestore must be merged with the " -"production filestore before deploying the new version." +"It is essential to spend some time testing the upgraded test database to " +"ensure that you are not stuck in your day-to-day activities by a change in " +"views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:65 -msgid "Custom modules (if applicable)" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:67 +#: ../../content/administration/upgrade.rst:205 msgid "" -"The upgrade of a database that contains custom modules is a two-step " +"Test databases are neutralized, and some features are disabled to prevent " +"them from impacting the production database:" +msgstr "" + +#: ../../content/administration/upgrade.rst:208 +msgid "Scheduled actions are disabled." +msgstr "" + +#: ../../content/administration/upgrade.rst:209 +msgid "" +"Outgoing mail servers are disabled by archiving the existing ones and adding" +" a fake one." +msgstr "" + +#: ../../content/administration/upgrade.rst:210 +msgid "" +"Payment providers and delivery carriers are reset to the test environment." +msgstr "" + +#: ../../content/administration/upgrade.rst:211 +msgid "" +"Bank synchronization is disabled. Should you want to test the " +"synchronization, contact your bank synchronization provider to get sandbox " +"credentials." +msgstr "" + +#: ../../content/administration/upgrade.rst:214 +msgid "" +"Testing as many of your business flows as possible is strongly recommended " +"to ensure they are working correctly and to get more familiar with the new " +"version." +msgstr "" + +#: ../../content/administration/upgrade.rst:217 +msgid "Basic test checklist" +msgstr "" + +#: ../../content/administration/upgrade.rst:219 +msgid "" +"Are there views that are deactivated in your test database but active in " +"your production database?" +msgstr "" + +#: ../../content/administration/upgrade.rst:221 +msgid "Are your usual views still displayed correctly?" +msgstr "" + +#: ../../content/administration/upgrade.rst:222 +msgid "Are your reports (invoice, sales order, etc.) correctly generated?" +msgstr "" + +#: ../../content/administration/upgrade.rst:223 +msgid "Are your website pages working correctly?" +msgstr "" + +#: ../../content/administration/upgrade.rst:224 +msgid "" +"Are you able to create and modify records? (sales orders, invoices, " +"purchases, users, contacts, companies, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:226 +msgid "Are there any issues with your mail templates?" +msgstr "" + +#: ../../content/administration/upgrade.rst:227 +msgid "Are there any issues with saved translations?" +msgstr "" + +#: ../../content/administration/upgrade.rst:228 +msgid "Are your search filters still present?" +msgstr "" + +#: ../../content/administration/upgrade.rst:229 +msgid "Can you export your data?" +msgstr "" + +#: ../../content/administration/upgrade.rst:233 +msgid "" +"Checking a random product in your product catalog and comparing its test and" +" production data to verify everything is the same (product category, selling" +" price, cost price, vendor, accounts, routes, etc.)." +msgstr "" + +#: ../../content/administration/upgrade.rst:236 +msgid "Buying this product (Purchase app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:237 +msgid "Confirming the reception of this product (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:238 +msgid "" +"Checking if the route to receive this product is the same in your production" +" database (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:240 +msgid "Selling this product (Sales app) to a random customer." +msgstr "" + +#: ../../content/administration/upgrade.rst:241 +msgid "" +"Opening your customer database (Contacts app), selecting a customer (or " +"company), and checking its data." +msgstr "" + +#: ../../content/administration/upgrade.rst:243 +msgid "Shipping this product (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:244 +msgid "" +"Checking if the route to ship this product is the same as in your production" +" database (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:246 +msgid "Validating a customer invoice (Invoicing or Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:247 +msgid "" +"Crediting the invoice (issuing a credit note) and checking if it behaves as " +"in your production database." +msgstr "" + +#: ../../content/administration/upgrade.rst:249 +msgid "Checking your reports' results (Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:250 +msgid "" +"Randomly checking your taxes, currencies, bank accounts, and fiscal year " +"(Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:251 +msgid "" +"Making an online order (Website apps) from the product selection in your " +"shop until the checkout process and checking if everything behaves as in " +"your production database." +msgstr "" + +#: ../../content/administration/upgrade.rst:254 +msgid "" +"This list is **not** exhaustive. Extend the example to your other apps based" +" on your use of Odoo." +msgstr "" + +#: ../../content/administration/upgrade.rst:256 +msgid "" +"If you face an issue while testing your upgraded test database, you can " +"request the assistance of Odoo via the `support page " +"`__ by selecting the option related " +"to testing the upgrade. In any case, it is essential to report any problem " +"encountered during the testing to fix it before upgrading your production " +"database." +msgstr "" + +#: ../../content/administration/upgrade.rst:261 +msgid "" +"You might encounter significant differences with standard views, features, " +"fields, and models during testing. Those changes cannot be reverted on a " +"case-by-case basis. However, if a change introduced by a new version breaks " +"a customization, it is the responsibility of the maintainer of your custom " +"module to make it compatible with the new version of Odoo." +msgstr "" + +#: ../../content/administration/upgrade.rst:267 +msgid "Do not forget to test:" +msgstr "" + +#: ../../content/administration/upgrade.rst:269 +msgid "Integrations with external software (EDI, APIs, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:270 +msgid "" +"Workflows between different apps (online sales with eCommerce, converting a " +"lead all the way to a sales order, delivery of products, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:272 +msgid "Data exports" +msgstr "" + +#: ../../content/administration/upgrade.rst:273 +msgid "Automated actions" +msgstr "การดำเนินการอัตโนมัติ" + +#: ../../content/administration/upgrade.rst:274 +msgid "" +"Server actions in the action menu on form views, as well as by selecting " +"multiple records on list views" +msgstr "" + +#: ../../content/administration/upgrade.rst:280 +msgid "Upgrading the production database" +msgstr "" + +#: ../../content/administration/upgrade.rst:282 +msgid "" +"Once the :ref:`tests ` are completed and you are " +"confident that the upgraded database can be used as your main database " +"without any issues, it is time to plan the go-live day. It can be planned in" +" coordination with Odoo's upgrade support analysts, reachable via the " +"`support page `__." +msgstr "" + +#: ../../content/administration/upgrade.rst:287 +msgid "" +"Your production database will be unavailable during its upgrade. Therefore, " +"we recommend planning the upgrade at a time when the use of the database is " +"minimal." +msgstr "" + +#: ../../content/administration/upgrade.rst:290 +msgid "" +"As the standard upgrade scripts and your database are constantly evolving, " +"it is also recommended to frequently request another upgraded test database " +"to ensure that the upgrade process is still successful, especially if it " +"takes a long time to finish. Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended." +msgstr "" + +#: ../../content/administration/upgrade.rst:296 +msgid "Going into production without first testing may lead to:" +msgstr "" + +#: ../../content/administration/upgrade.rst:298 +msgid "Users failing to adjust to the changes and new features" +msgstr "" + +#: ../../content/administration/upgrade.rst:299 +msgid "" +"Business interruptions (e.g., no longer having the possibility to validate " +"an action)" +msgstr "" + +#: ../../content/administration/upgrade.rst:300 +msgid "" +"Poor customer experience (e.g., an eCommerce website that does not work " +"correctly)" +msgstr "" + +#: ../../content/administration/upgrade.rst:302 +msgid "" +"The process of upgrading a production database is similar to upgrading a " +"test database with a few exceptions." +msgstr "" + +#: ../../content/administration/upgrade.rst:309 +msgid "" +"The process is similar to :ref:`obtaining an upgraded test database " +"`, except for the purpose option, which must " +"be set to :guilabel:`Production` instead of :guilabel:`Test`." +msgstr "" + +#: ../../content/administration/upgrade.rst:314 +msgid "" +"Once the upgrade is requested, the database will be unavailable until the " +"upgrade is finished. Once the process is completed, it is impossible to " +"revert to the previous version." +msgstr "" + +#: ../../content/administration/upgrade.rst:320 +msgid "" +"The process is similar to :ref:`obtaining an upgraded test database " +"` on the :guilabel:`Production` branch." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "View from the upgrade tab" +msgstr "" + +#: ../../content/administration/upgrade.rst:326 +msgid "" +"The process is **triggered as soon as a new commit is made** on the branch. " +"This allows the upgrade process to be synchronized with the deployment of " +"the custom modules' upgraded source code. If there are no custom modules, " +"the upgrade process is triggered immediately." +msgstr "" + +#: ../../content/administration/upgrade.rst:332 +msgid "" +"The database is unavailable throughout the process. If anything goes wrong, " +"the platform automatically reverts the upgrade, as it would be for a regular" +" update. In case of success, a backup of the database before the upgrade is " +"created." +msgstr "" + +#: ../../content/administration/upgrade.rst:336 +msgid "" +"The update of your custom modules must be successful to complete the entire " +"upgrade process. Make sure the status of your staging upgrade is " +":guilabel:`successful` before trying it in production." +msgstr "" + +#: ../../content/administration/upgrade.rst:344 +msgid "" +"The command to upgrade a database to production is similar to the one of " +"upgrading a test database except for the argument `test`, which must be " +"replaced by `production`:" +msgstr "" + +#: ../../content/administration/upgrade.rst:351 +msgid "" +"An upgraded production database can also be requested via the `Upgrade page " +"`_. Once the database is uploaded, any " +"modification to your production database will **not** be present on your " +"upgraded database. This is why we recommend not using it during the upgrade " "process." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:69 -msgid "The standard upgrade is done when your upgrade request is completed." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:70 +#: ../../content/administration/upgrade.rst:358 msgid "" -"Your custom modules also need to be upgraded to keep them compatible with " -"the new version." +"When requesting an upgraded database for production purposes, the copy is " +"submitted without a filestore. Therefore, the upgraded database filestore " +"must be merged with the production filestore before deploying the new " +"version." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:72 +#: ../../content/administration/upgrade.rst:362 msgid "" -"Depending on your contract, the upgrade of your custom modules can be done" +"In case of an issue with your production database, you can request the " +"assistance of Odoo via the `support page " +"`__ by selecting the option " +"related to the upgrade in production." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:74 -msgid "by yourself." +#: ../../content/administration/upgrade.rst:370 +msgid "Service-level agreement (SLA)" msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:75 -msgid "by your Partner." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:76 +#: ../../content/administration/upgrade.rst:372 msgid "" -"by Odoo (if you hold a subscription to 'Maintenance of Customizations')." +"With Odoo Enterprise, upgrading a database to the most recent version of " +"Odoo is **free**, including any support required to rectify potential " +"discrepancies in the upgraded database." +msgstr "" + +#: ../../content/administration/upgrade.rst:375 +msgid "" +"Information about the upgrade services included in the Enterprise Licence is" +" available in the :ref:`Odoo Enterprise Subscription Agreement `. " +"However, this section clarifies what upgrade services you can expect." +msgstr "" + +#: ../../content/administration/upgrade.rst:380 +msgid "Upgrade services covered by the SLA" +msgstr "" + +#: ../../content/administration/upgrade.rst:382 +msgid "" +"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " +"self-hosted (On-Premise) can benefit from upgrade services at all times for:" +msgstr "" + +#: ../../content/administration/upgrade.rst:385 +msgid "the upgrade of all **standard applications**;" +msgstr "" + +#: ../../content/administration/upgrade.rst:386 +msgid "" +"the upgrade of all **customizations created with the Studio app**, as long " +"as Studio is still installed and the respective subscription is still " +"active; and" +msgstr "" + +#: ../../content/administration/upgrade.rst:388 +msgid "" +"the upgrade of all **developments and customizations covered by a " +"maintenance of customizations subscription**." +msgstr "" + +#: ../../content/administration/upgrade.rst:391 +msgid "" +"Upgrade services are limited to the technical conversion and adaptation of a" +" database (standard modules and data) to make it compatible with the version" +" targeted by the upgrade." +msgstr "" + +#: ../../content/administration/upgrade.rst:395 +msgid "Upgrade services not covered by the SLA" +msgstr "" + +#: ../../content/administration/upgrade.rst:397 +msgid "The following upgrade-related services are **not** included:" +msgstr "" + +#: ../../content/administration/upgrade.rst:399 +msgid "" +"the **cleaning** of pre-existing data and configurations while upgrading;" +msgstr "" + +#: ../../content/administration/upgrade.rst:400 +msgid "" +"the upgrade of **custom modules created in-house or by third parties**, " +"including Odoo partners;" +msgstr "" + +#: ../../content/administration/upgrade.rst:401 +msgid "" +"lines of **code added to standard modules**, i.e., customizations created " +"outside the Studio app, code entered manually, and :ref:`automated actions " +"using Python code `; and" +msgstr "" + +#: ../../content/administration/upgrade.rst:404 +msgid "**training** on using the upgraded version's features and workflows." +msgstr "" + +#: ../../content/administration/upgrade.rst:407 +msgid ":doc:`Odoo.sh documentation `" +msgstr "" + +#: ../../content/administration/upgrade.rst:408 +msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/th/LC_MESSAGES/finance.po b/locale/th/LC_MESSAGES/finance.po index 253a649e6..7680abbd9 100644 --- a/locale/th/LC_MESSAGES/finance.po +++ b/locale/th/LC_MESSAGES/finance.po @@ -18,7 +18,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-09 08:39+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" "Last-Translator: Rasareeyar Lappiam, 2023\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" @@ -176,7 +176,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -213,10 +213,12 @@ msgid "Audit" msgstr "ตรวจสอบ" #: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1073 msgid "General ledger" msgstr "" #: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1035 msgid "Trial balance" msgstr "งบทดลอง" @@ -235,7 +237,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:135 #: ../../content/applications/finance/fiscal_localizations/chile.rst:161 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:321 msgid "Partner" msgstr "พาร์ทเนอร์" @@ -527,6 +529,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:15 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:22 #: ../../content/applications/finance/accounting/payments/batch.rst:15 @@ -544,7 +547,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 #: ../../content/applications/finance/accounting/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:13 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:22 @@ -555,15 +558,15 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:29 #: ../../content/applications/finance/fiscal_localizations/chile.rst:290 #: ../../content/applications/finance/fiscal_localizations/chile.rst:332 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/germany.rst:58 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:620 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:726 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:847 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:40 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:766 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:906 #: ../../content/applications/finance/fiscal_localizations/peru.rst:25 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 @@ -574,7 +577,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:60 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:9 #: ../../content/applications/finance/payment_acquirers/mollie.rst:8 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:141 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:146 #: ../../content/applications/finance/payment_acquirers/sips.rst:9 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:30 msgid "Configuration" @@ -2290,7 +2293,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "ประเภท" @@ -2358,7 +2361,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:5 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:86 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:310 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:321 msgid "Customer invoices" msgstr "" @@ -2400,7 +2403,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:35 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:284 msgid "Invoice creation" msgstr "" @@ -2598,8 +2601,8 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:164 #: ../../content/applications/finance/fiscal_localizations/chile.rst:198 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:165 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:69 #: ../../content/applications/finance/fiscal_localizations/peru.rst:242 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:127 @@ -3698,7 +3701,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:97 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:26 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:32 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:16 #: ../../content/applications/finance/fiscal_localizations/france.rst:182 #: ../../content/applications/finance/fiscal_localizations/india.rst:16 @@ -3706,9 +3709,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:34 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:66 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:15 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:14 @@ -3717,16 +3719,15 @@ msgstr "ชื่อ" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:98 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:27 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:17 #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:17 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:35 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:67 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:15 @@ -4892,413 +4893,952 @@ msgid ":doc:`../fiscal_localizations`" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:190 -msgid "`Odoo Tutorials: Accounting Basics `_" +msgid "" +"`Odoo Tutorials: Accounting and Invoicing - Getting started [video] " +"`_" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:3 -msgid "Inventory average price valuation" +msgid "Average price on returned goods" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:5 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:9 msgid "" -"As stated in the :doc:`inventory valuation page " -"`," -" one of the possible costing method you can use in perpetual stock " -"valuation, is the average cost." +"*Average cost valuation* (AVCO) is an inventory valuation method that " +"evaluates cost based on the total cost of goods bought or produced during a " +"period, divided by the total number of items on-hand. Inventory valuation is" +" used to:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:10 -msgid "" -"This document answers to one recurrent question for companies using that " -"method to make their stock valuation: how does a shipping returned to its " -"supplier impact the average cost and the accounting entries? This document " -"is **only** for the specific use case of a perpetual valuation (as opposed " -"to the periodic one) and in average price costing method (as opposed to " -"standard of FIFO)." +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:13 +msgid "reflect the value of a company's assets;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:14 +msgid "keep track of the amount of unsold goods;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:15 +msgid "account for monetary value in goods that have yet to generate profit;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:16 +msgid "report on flow of goods throughout the quarter." msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:18 -msgid "Definition of average cost" +msgid "" +"Because |AVCO| uses the weighted average to evaluate the cost, it is a good " +"fit for companies that sell only a few different products in large " +"quantities. In Odoo, this costing analysis is *automatically updated* each " +"time products are received." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:20 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:22 msgid "" -"The average cost method calculates the cost of ending inventory and cost of " -"goods sold on the basis of weighted average cost per unit of inventory." +"Thus, when shipments are returned to their supplier, Odoo automatically " +"generates accounting entries to reflect the change in inventory valuation. " +"However, Odoo does **not** automatically update the |AVCO| calculation, " +"because :ref:`this can potentially create inconsistencies with inventory " +"valuation `." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:24 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:28 msgid "" -"The weighted average cost per unit is calculated using the following " -"formula:" +"This document addresses a specific use case for theoretical purposes. " +"Navigate :ref:`here ` for instructions" +" on how to set up and use |AVCO| in Odoo." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:27 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:32 msgid "" -"When new products arrive in a warehouse, the new average cost is recomputed " -"as:" +":ref:`Using inventory valuation `" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:33 msgid "" -"When products leave the warehouse: the average cost **does not** change" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 -msgid "Defining the purchase price" +":ref:`Other inventory valuation methods " +"`" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:38 msgid "" -"The purchase price is estimated at the reception of the products (you might " -"not have received the vendor bill yet) and reevaluated at the reception of " -"the vendor bill. The purchase price includes the cost you pay for the " -"products, but it may also includes additional costs, like landed costs." +"To use average cost inventory valuation on a product, navigate to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"select the category that will be using |AVCO|. On the product category page," +" set :guilabel:`Costing Method` to `Average Cost (AVCO)` and " +":guilabel:`Inventory Valuation` to `Automated`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:45 -msgid "Average cost example" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:44 +msgid "" +":ref:`Inventory valuation configuration " +"`" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:47 +msgid "Using average cost valuation" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:49 +msgid "" +"The average cost method adjusts the inventory valuation when products are " +"received in the warehouse. This section explains how it works, but if the " +"explanation is unnecessary, skip to the :ref:`return to supplier use case " +"` section." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 +msgid "Formula" +msgstr "สูตร" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:58 +msgid "" +"When new products arrive, the new average cost for each product is " +"recomputed using the formula:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +msgid "" +"Avg~Cost = \\frac{(Old~Qty \\times Old~Avg~Cost) + (Incoming~Qty \\times Purchase~Price)}{Final~Qty}\n" +"\n" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:63 +msgid "**Old Qty**: product count in stock before receiving the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +msgid "" +"**Old Avg Cost**: calculated average cost for a single product from the " +"previous inventory valuation;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:66 +msgid "**Incoming Qty**: count of products arriving in the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:67 +msgid "" +"**Purchase Price**: estimated price of products at the reception of products" +" (since vendor bills may arrive later). The amount includes not only the " +"price for the products, but also added costs, such as shipping, taxes, and " +":ref:`landed costs `. At reception of the " +"vendor bill, this price is adjusted;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:71 +msgid "**Final Qty**: quantity of on-hand stock after the stock move." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:76 +msgid "" +"When products leave the warehouse, the average cost **does not** change. " +"Read about why the average cost valuation is **not** adjusted :ref:`here " +"`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +msgid "Compute average cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 +msgid "" +"To understand how the average cost of a product changes with each shipment, " +"consider the following table of warehouse operations and stock moves. Each " +"is a different example of how the average cost valuation is affected." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Operation" msgstr "ปฏิบัติการ" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -msgid "Delta Value" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +msgid "Incoming Value" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Inventory Value" msgstr "มูลค่าสินค้าคงคลัง" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Qty On Hand" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Avg Cost" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$0" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 #: ../../content/applications/finance/fiscal_localizations/france.rst:240 msgid "0" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -msgid "Receive 8 Products at $10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "Receive 8 tables at $10/unit" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -msgid "+8\\*$10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "8 * $10" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$80" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "8" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$10" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -msgid "Receive 4 Products at $16" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "Receive 4 tables at $16/unit" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -msgid "+4\\*$16" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "4 * $16" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "$144" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 #: ../../content/applications/finance/fiscal_localizations/france.rst:88 #: ../../content/applications/finance/fiscal_localizations/france.rst:111 msgid "12" msgstr "12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$12" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -msgid "Deliver 10 Products" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "Deliver 10 tables" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -msgid "-10\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "-10 * $12" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "$24" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "2" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 msgid "" -"At the beginning, the Avg Cost is set to 0 set as there is no product in the" -" inventory. When the first reception is made, the average cost becomes " -"logically the purchase price." +"Ensure comprehension of the above computations by reviewing the \"Receive 8 " +"tables at $10/unit\" example." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:106 +msgid "Initially, the product stock is 0, so all values are $0." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:108 msgid "" -"At the second reception, the average cost is updated because the total " -"inventory value is now ``$80 + 4*$16 = $144``. As we have 12 units on hand, " -"the average price per unit is ``$144 / 12 = $12``." +"In the first warehouse operation, `8` tables are received at `$10` each. The" +" average cost is calculated using the :ref:`formula " +"`:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:68 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:111 msgid "" -"By definition, the delivery of 10 products does not change the average cost." -" Indeed, the inventory value is now $24 as we have only 2 units remaining of" -" each ``$24 / 2 = $12``." +"Avg~Cost = \\frac{0 + 8 \\times $10}{8} = \\frac{$80}{8} = $10\n" +"\n" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:73 -msgid "Purchase return use case" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:75 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:114 msgid "" -"In case of a product returned to its supplier after reception, the inventory" -" value is reduced using the average cost formulae (not at the initial price " -"of these products!)." +"Since the *incoming quantity* of tables is `8` and the *purchase price* for " +"each is `$10`," msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:79 -msgid "Which means that the above table will be updated as follow:" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:115 +msgid "The inventory value in the numerator is evaluated to `$80`;" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "Return of 1 Product initially bought at $10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:116 +msgid "`$80` is divided by the total amount of tables to store, `8`;" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "-1\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 +msgid "`$10` is the average cost of a single table from the first shipment." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 -#: ../../content/applications/finance/fiscal_localizations/france.rst:242 -msgid "1" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:90 -msgid "Explanation: counter example" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:92 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 msgid "" -"Remember the definition of **Average Cost**, saying that we do not update " -"the average cost of a product leaving the inventory. If you break this rule," -" you may lead to inconsistencies in your inventory." +"To verify this in Odoo, in the *Purchase* app, order `8` quantities of a new" +" product, `Table`, with no previous stock moves, for `$10` each." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:96 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:122 msgid "" -"As an example, here is the scenario when you deliver one piece to the " -"customer and return the other one to your supplier (at the cost you " -"purchased it). Here is the operation:" +"In the table's :guilabel:`Product Category` field in the :guilabel:`General " +"Information` tab of the product form, click the :guilabel:`➡️ (arrow)` icon," +" to open an :guilabel:`External Link` to edit the product category. Set the " +":guilabel:`Costing Method` to `Average Cost (AVCO)` and :guilabel:`Inventory" +" Valuation` to `Automated`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -msgid "Customer Shipping 1 product" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -msgid "-1\\*$10" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "**$2**" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "**0**" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:110 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:127 msgid "" -"As you can see in this example, this is not correct: an inventory valuation " -"of $2 for 0 pieces in the warehouse." -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:113 -msgid "" -"The correct scenario should be to return the goods at the current average " -"cost:" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "**$0**" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:126 -msgid "" -"On the other hand, using the average cost to value the return ensure a " -"correct inventory value at all times." +"Then, return to the purchase order. Click :guilabel:`Confirm Order`, and " +"click :guilabel:`Receive Products` to confirm receipt." msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 -msgid "Further thoughts on anglo saxon mode" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:132 msgid "" -"For people in using the **anglo saxon accounting** principles, there is " -"another concept to take into account: the stock input account of the " -"product, which is intended to hold at any time the value of vendor bills to " -"receive. So the stock input account will increase on reception of incoming " -"shipments and will decrease when receiving the related vendor bills." +"Next, check the inventory valuation record generated by the product " +"reception by navigating to :menuselection:`Inventory --> Reporting --> " +"Inventory Valuation`. Select the drop-down for `Table`, and view the " +":guilabel:`Total Value` column for the *valuation layer* (:dfn:`inventory " +"valuation at a specific point in time = on-hand quantity * unit price`). The" +" 8 tables in-stock are worth $80." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:139 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show inventory valuation of 8 tables in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:141 msgid "" -"Back to our example, we see that when the return is valued at the average " -"price, the amount booked in the stock input account is the original purchase" -" price:" +"When the product category's :guilabel:`Costing Method` is set to " +":guilabel:`AVCO`, then the average cost of a product is also displayed on " +"the :guilabel:`Cost` field, under the :guilabel:`General Information` tab, " +"on the product page itself." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "stock input" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "price diff" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +msgid "Product delivery (use case)" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -msgid "($80)" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 -msgid "Receive vendor bill $80" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -msgid "($64)" +msgid "" +"For outgoing shipments, :ref:`outbound products have no effect on the " +"average cost valuation `. Although the " +"average cost valuation is not recalculated, the inventory value still " +"decreases because the product is removed from stock and delivered to the " +"customer location." msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -msgid "Receive vendor bill $64" +msgid "" +"To demonstrate that the average cost valuation is not recalculated, examine " +"the \"Deliver 10 tables\" example." msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "**$10**" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "**$12**" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:157 +msgid "" +"Avg~Cost = \\frac{12 \\times $12 + (-10) \\times $12}{12-10} = \\frac{24}{2} = $12\n" +"\n" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 -msgid "Receive vendor refund $10" +msgid "" +"Because 10 tables are being sent out to customers, the *incoming quantity* " +"is `-10`. The previous average cost (`$12`) is used in lieu of a vendor's " +"*purchase price*;" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 -msgid "$2" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:162 +msgid "The *incoming inventory value* is `-10 * $12 = -$120`;" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 msgid "" -"This is because the vendor refund will be made using the original purchase " -"price, so to zero out the effect of the return in the stock input in last " -"operation, we need to reuse the original price. The price difference account" -" located on the product category is used to book the difference between the " -"average cost and the original purchase price." +"The old *inventory value* (`$144`) is added to the *incoming inventory " +"value* (`-$120`), so `$144 + -$120 = $24`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:165 +msgid "" +"Only `2` tables remain after shipping out `10` tables from `12`. So the " +"current *inventory value* (`$24`) is divided by the on-hand quantity (`2`);" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:167 +msgid "" +"`$24 / 2 = $12`, which is the same average cost as the previous operation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:169 +msgid "" +"To verify this in Odoo, sell `10` tables in the *Sales* app, validate the " +"delivery, and then review the inventory valuation record by going to in " +":menuselection:`Inventory --> Reporting --> Inventory Valuation`. In the " +"topmost valuation layer, delivering `10` tables reduces the product's value " +"by `-$120`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:174 +msgid "" +"**Note**: What is not represented in this stock valuation record is the " +"revenue made from this sale, so this decrease is not a loss to the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show how deliveries decrease inventory valuation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:184 +msgid "Return items to supplier (use case)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:186 +msgid "" +"Because the price paid to suppliers can differ from the price the product is" +" valued at with the |AVCO| method, Odoo handles returned items in a specific" +" way." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:189 +msgid "" +"Products are returned to suppliers at the original purchase price, but;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:190 +msgid "The internal cost valuation remains unchanged." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:192 +msgid "" +"The above :ref:`example table ` is updated as" +" follows:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +msgid "Qty*Avg Cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "Return 1 table bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "-1 * $12" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 +#: ../../content/applications/finance/fiscal_localizations/france.rst:242 +msgid "1" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 +msgid "" +"In other words, returns to vendors are perceived by Odoo as another form of " +"a product exiting the warehouse. To Odoo, because the table is valued at $12" +" per unit, the inventory value is reduced by `$12` when the product is " +"returned; the initial purchase price of `$10` is unrelated to the table's " +"average cost." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:208 +msgid "" +"To return a single table that was purchased for `$10`, navigate to the " +"receipt in the *Inventory* app for the :ref:`8 tables purchased in Exercise " +"1 ` by going to the :guilabel:`Inventory Overview`," +" clicking on :guilabel:`Receipts`, and selecting the desired receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:213 +msgid "" +"Then, click :guilabel:`Return` on the validated delivery order, and modify " +"the quantity to `1` in the reverse transfer window. This creates an outgoing" +" shipment for the table. Select :guilabel:`Validate` to confirm the outgoing" +" shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:217 +msgid "" +"Return to :menuselection:`Inventory --> Reporting --> Inventory Valuation` " +"to see how the outgoing shipment decreases the inventory value by $12." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Inventory valuation for return." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:227 +msgid "Eliminate stock valuation errors in outgoing products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:229 +msgid "" +"Inconsistencies can occur in a company's inventory when the average cost " +"valuation is recalculated on outgoing shipments." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:232 +msgid "" +"To demonstrate this error, the table below displays a scenario in which 1 " +"table is shipped to a customer and another is returned to a supplier at the " +"purchased price." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +msgid "Qty*Price" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "Ship 1 product to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "-1 \\* $12" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "Return 1 product initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "-1 \\* $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "**$2**" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "**0**" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 +msgid "" +"In the final operation above, the final inventory valuation for the table is" +" `$2` even though there are `0` tables left in stock." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:248 +msgid "Correct method" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:250 +msgid "" +"Use the average cost to value the return. This does not mean the company " +"gets $12 back for a $10 purchase; the item returned for $10 is valued " +"internally at $12. The inventory value change represents a product worth $12" +" no longer being accounted for in company assets." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:255 +msgid "Anglo-Saxon accounting" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:257 +msgid "" +"In addition to using |AVCO|, companies that use **Anglo-Saxon accounting** " +"also keep a holding account that tracks the amount to be paid to vendors. " +"Once a vendor delivers an order, **inventory value** increases based on the " +"vendor price of the products that have entered the stock. The holding " +"account (called **stock input**) is credited and only reconciled once the " +"vendor bill is received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:263 +msgid "" +":ref:`Anglo-Saxon vs. Continental " +"`" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:265 +msgid "" +"The table below reflects journal entries and accounts. The *stock input* " +"account stores the money intended to pay vendors when the vendor bill has " +"not yet been received. To balance accounts when returning products that have" +" a price difference between the price the product is **valued at** and the " +"price it was bought for, a *price difference* account is created." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Stock Input" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Price Diff" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +msgid "Receive 8 tables at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +msgid "($80)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 +msgid "Receive vendor bill $80" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +msgid "Receive 4 tables at $16" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +msgid "($64)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +msgid "Receive vendor bill $64" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +msgid "Deliver 10 tables to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "Return 1 table initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "**$10**" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "**$12**" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 +msgid "Receive vendor refund $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 +msgid "$2" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 +msgid "Product reception" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:296 +msgid "Summary" +msgstr "สรุป" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:298 +msgid "" +"At product reception, Odoo ensures companies can pay for goods that were " +"purchased by preemptively moving an amount matching the price of received " +"goods into the :doc:`liability account " +"`, **Stock " +"Input**. Then, once the bill has been received, the amount in the holding " +"account is transferred to *Accounts Payable*. Transfers into this account " +"means the bill has been paid. **Stock Input** is reconciled once the vendor " +"bill is received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:305 +msgid "" +"Inventory valuation is a method of calculating how much each in-stock " +"product is worth internally. Since there is a difference between the price " +"the product is **valuated at** and the price the product was actually " +"**purchased for**, the **Inventory Valuation** account is unrelated to the " +"crediting and debiting operations of the **Stock Input** account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:310 +msgid "To conceptualize all this, follow the breakdown below." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:313 +msgid "Accounts balanced at received products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:315 +msgid "" +"In this example, a company starts with zero units of a product, `table`, in " +"stock. Then, 8 tables are received from the vendor:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:318 +msgid "" +"The **Stock Input** account stores `$80` of credit owed to the vendor. The " +"amount in this account is unrelated to the inventory value." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:320 +msgid "" +"`$80` worth of tables came **in** (**debit** the *Inventory Value* account " +"`$80`), and" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:321 +msgid "" +"`$80` must be paid **out** for received goods (**credit** the *Stock Input* " +"account `$80`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:324 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:367 +msgid "In Odoo" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:326 +msgid "" +"Odoo generates an accounting journal entry when shipments that use |AVCO| " +"costing method are received. Configure a :guilabel:`Price Difference " +"Account` by selecting the :guilabel:`➡️ (arrow)` icon next to the " +":guilabel:`Product Category` field on the product page." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:330 +msgid "" +"Under :guilabel:`Account Properties`, create a new :guilabel:`Price " +"Difference Account` by typing in the name of the account and clicking " +":guilabel:`Create and Edit`. Then set the account :guilabel:`Type` as " +"`Expenses`, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Create price difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:338 +msgid "" +"Then, receive the shipment in the *Purchase* app or *Inventory* app, and " +"navigate to the :menuselection:`Accounting app --> Accounting --> Journal " +"Entries`. In the list, find the :guilabel:`Reference` that matches the " +"warehouse reception operation for the relevant product." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show accounting entry of 8 tables from the list." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:346 +msgid "" +"Click on the line for 8 tables. This accounting journal entry shows that " +"when the 8 tables were received, the `Stock Valuation` account increased by " +"`$80`. Conversely, the **Stock Input** account (set as `Stock Interim " +"(Received)` account by default) is credited `$80`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Debit stock valuation and credit stock input 80 dollars." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:355 +msgid "Accounts balanced at received vendor bill" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:357 +msgid "" +"In this example, a company starts with zero units of a product, table, in " +"stock. Then, 8 tables are received from the vendor. When the bill is " +"received from vendor for 8 tables:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:360 +msgid "" +"Use `$80` in the **Stock Input** account to pay the bill. This cancels out " +"and the account now holds `$0`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:362 +msgid "Debit **Stock Input** `$80` (to reconcile this account)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:363 +msgid "" +"Credit **Accounts payable** `$80`. This account stores the amount the " +"company owes others, so accountants use the amount to write checks to " +"vendors." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:369 +msgid "" +"Once the vendor requests payment, navigate to the :menuselection:`Purchase " +"app --> Orders --> Purchase` and select the :abbr:`PO (Purchase Order)` for " +"8 tables. Inside the :abbr:`PO (Purchase Order)`, select :guilabel:`Create " +"Bill`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:373 +msgid "" +"Switch to the :guilabel:`Journal Items` tab to view how `$80` is transferred" +" from the holding account, `Stock Interim (Received)` to `Accounts Payable`." +" :guilabel:`Confirm` the bill to record the payment to the vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show bill linked to the purchase order for 8 tables." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:382 +msgid "On product delivery" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:384 +msgid "" +"In the :ref:`above example table `, when 10" +" products are delivered to a customer, the **Stock Input** account is " +"untouched because there are no new products coming in. To put it simply:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:388 +msgid "" +"**Inventory valuation** is credited `$120`. Subtracting from inventory " +"valuation represents `$120` worth of products exiting the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:390 +msgid "Debit **Accounts Receivable** to record revenue from the sale." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show journal items linked to sale order." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:398 +msgid "" +"In the accounting journal entry invoicing a customer for 10 tables, the " +"accounts **Product Sales**, **Tax Received**, and **Accounts Receivable** " +"all pertain to the sale of the product. **Accounts Receivable** is the " +"account where the customer payment will be received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:402 +msgid "" +"Anglo-Saxon accounting recognizes the cost of goods sold (COGS) once the " +"sale is made. So, up until the product is sold, scrapped, or returned, costs" +" of keeping the product in stock are not accounted for. The **Expense** " +"account is debited `$120` to log the costs of storing 10 tables during this " +"period of time." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:408 +msgid "On product return" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:410 +msgid "" +"In the :ref:`above example table `, when " +"returning 1 product to a vendor purchased at `$10`, a company expects `$10` " +"in the **Accounts Payable** account from the vendor. However, **Stock " +"Input** account must be debited `$12` because the average cost is `$12` at " +"the time of the return. The missing `$2` is accounted for in the " +":guilabel:`Price Difference Account`, which is set up in the product's " +":guilabel:`Product Category`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:417 +msgid "" +"Behavior of *price difference accounts* varies from localization. In this " +"case, the account is intended to store differences between vendor price and " +"*automated* inventory valuation methods." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:420 +msgid "Summary:" +msgstr "สรุป" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:422 +msgid "" +"Debit **Stock Input** account `$10` to move the table from stock to stock " +"input. This move is to indicate that the table is to be processed for an " +"outgoing shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:424 +msgid "" +"Debit **Stock Input** an additional `$2` to account for the **Price " +"Difference**." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:425 +msgid "" +"Credit **Stock Valuation** `$12` because the item is leaving the stock." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "2 dollar difference expensed in Price Difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:431 +msgid "Once the vendor's refund is received," +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:433 +msgid "" +"Credit **Stock Input** account `$10` to reconcile the price of the table." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:434 +msgid "" +"Debit **Accounts Payable** `$10` to have the accountants collect and " +"register the payment in their journal." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Return to get 10 dollars back." msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:3 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:79 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/chile.rst:145 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:215 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1008 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 msgid "Chart of accounts" @@ -5307,153 +5847,124 @@ msgstr "ผังบัญชี" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:5 msgid "" "The **chart of accounts (COA)** is the list of all the accounts used to " -"record financial transactions in the general ledger of an organization." +"record financial transactions in the general ledger of an organization. The " +"chart of accounts can be found under " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:8 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:9 msgid "" -"The accounts are usually listed in the order of appearance in the financial " -"reports. Most of the time, they are listed as follows :" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:11 -msgid "Balance Sheet accounts:" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:13 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 -msgid "Assets" -msgstr "สินทรัพย์" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:14 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 -msgid "Liabilities" -msgstr "หนี้สิน" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:15 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:87 -msgid "Equity" -msgstr "ส่วนของเจ้าของ" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 -msgid "Profit & Loss:" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 -msgid "Income" -msgstr "รายได้" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:20 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:95 -msgid "Expense" -msgstr "รายจ่าย" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:22 -msgid "" -"When browsing your chart of accounts, you can filter the accounts by number," -" in the left column, and also group them by :guilabel:`Account Type`." +"When browsing your chart of accounts, you can sort the accounts by " +":guilabel:`Code`, :guilabel:`Account Name`, or :guilabel:`Type`, but other " +"options are available in the drop-down menu :guilabel:`(⋮)`." msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Group the accounts by type in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:30 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 msgid "Configuration of an account" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:32 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 msgid "" -"The country you select at the creation of your database (or additional " -"company on your database) determines which **fiscal localization package** " -"is installed by default. This package includes a standard chart of accounts " -"already configured according to the country's regulations. You can use it " -"directly or set it according to your company's needs." +"The country you select during the creation of your database (or additional " +"company in your database) determines which :doc:`fiscal localization package" +" <../../fiscal_localizations>` is installed by default. This package " +"includes a standard chart of accounts already configured according to the " +"country's regulations. You can use it directly or set it according to your " +"company's needs." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:38 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:24 +msgid "" +"To create a new account, go to " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`, click " +":guilabel:`Create`, and fill in (at the minimum) the required fields " +"(:guilabel:`Code, Account Name, Type`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:29 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 -msgid "" -"To create a new account, go to :menuselection:`Accounting --> Configuration " -"--> Chart of Accounts`, click on :guilabel:`Create`, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "Code and name" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 msgid "" -"Each account is identified by its **code** and **name**, which also " -"indicates the account's purpose." +"Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " +"which also indicate the account's purpose." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 msgid "Information on the account's purpose and behavior" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:57 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:46 msgid "Generate country-specific legal and financial reports" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "Set the rules to close a fiscal year" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:59 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 msgid "Generate opening entries" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:61 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " -"selector and select the right type among the following list:" +"selector and select the corresponding type from the following list:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Report" msgstr "รายงาน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Category" msgstr "หมวดหมู่" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Account Types" msgstr "ประเภทบัญชี" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 #: ../../content/applications/finance/fiscal_localizations/spain.rst:27 msgid "Balance Sheet" msgstr "งบดุล" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +msgid "Assets" +msgstr "สินทรัพย์" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "ลูกหนี้" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:69 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "ธนาคารและเงินสด" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:71 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -5461,154 +5972,172 @@ msgstr "ธนาคารและเงินสด" msgid "Current Assets" msgstr "สินทรัพย์หมุนเวียน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:73 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "สินทรัพย์ไม่หมุนเวียน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:75 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 msgid "Prepayments" msgstr "ชำระเงินล่วงหน้า" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:77 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 msgid "Fixed Assets" msgstr "สินทรัพย์ถาวร" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +msgid "Liabilities" +msgstr "หนี้สิน" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "เจ้าหนี้" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:81 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Credit Card" msgstr "บัตรเครดิต" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:83 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "หนี้สินหมุนเวียน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:85 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "หนี้สินไม่หมุนเวียน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:89 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +msgid "Equity" +msgstr "ส่วนของเจ้าของ" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "กำไรสะสม" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "กำไร & ขาดทุน" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:93 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +msgid "Income" +msgstr "รายได้" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 msgid "Other Income" msgstr "รายได้อื่น ๆ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:97 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +msgid "Expense" +msgstr "รายจ่าย" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Depreciation" msgstr "ค่าเสื่อมสภาพ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:99 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Cost of Revenue" msgstr "ต้นทุนสินค้า" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Other" msgstr "อื่น ๆ" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Off-Balance Sheet" msgstr "รายการนอกงบดุล" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Assets, deferred expenses, and deferred revenues automation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "" -"Some **account types** display a new field **to automate** the creation of " -":ref:`assets ` entries, :ref:`deferred expenses " -"` entries, and :ref:`deferred revenues " -"` entries." +"Some **account types** can **automate** the creation of :ref:`assets " +"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`Setup` on an" +" account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 -msgid "You have three choices for the :guilabel:`Automation` field:" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " -"account, a draft entry is created, but not validated. You must first fill " -"out the corresponding form." +"account, a draft entry is created but not validated. You must first fill out" +" the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid "" -":guilabel:`Create and validate`: you must also select a **model**. Whenever " -"a transaction is posted on the account, an entry is created and immediately " -"validated." +":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " +"Expense Model`. Whenever a transaction is posted on the account, an entry is" +" created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:110 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:122 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 msgid "" -"Select a **default tax** that will be applied when this account is chosen " -"for a product sale or purchase." +"In the :guilabel:`Setup` menu of an account, select a **default tax** to be " +"applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 msgid "Tags" msgstr "แท็ก" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." -" By default, you can choose among the tags that are used by the *Cash Flow " -"Statement*." +" To add a tag, under :guilabel:`Setup`, click the :guilabel:`Tags` field and" +" select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:123 msgid "Account groups" msgstr "กลุ่ม" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " "Balance**. By default, groups are handled automatically based on the code of" " the group. For example, a new account `131200` is going to be part of the " -"group `131000`." +"group `131000`. You can attribute a specific group to an account in the " +":guilabel:`Group` field under :guilabel:`Setup`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:143 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" -"To create a new account group, :ref:`developer mode ` and " -"head to :menuselection:`Accounting app --> Configuration --> Account " +"To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting app-->Configuration-->Account " "Groups`. Here, create a new group and enter the :guilabel:`name, code " "prefix, and company` to which that group account should be available. Note " "that you must enter the same code prefix in both :guilabel:`From` and " @@ -5619,10 +6148,10 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 msgid "" "To display your **Trial Balance** report with your account groups, go to " -":menuselection:`Accounting app-->Reporting-->Trial Balance`, then open the " +":menuselection:`Accounting-->Reporting-->Trial Balance`, then open the " ":guilabel:`Options` menu and select :guilabel:`Hierarchy and Subtotals`." msgstr "" @@ -5630,17 +6159,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:154 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:167 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -5648,57 +6177,58 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:163 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " -"settings, and save." +"settings, and :guilabel:`Save`; or enable the button from the chart of " +"accounts view." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 +msgid "Allow reconciliation for accounts in Odoo Accounting" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 msgid "Deprecated" msgstr "เลิกใช้งานแล้ว" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 msgid "" "It is not possible to delete an account once a transaction has been recorded" -" on it. You can make them unusable by using the **Deprecated** feature." +" on it. You can make them unusable by using the **Deprecated** feature: " +"check the :guilabel:`Deprecated` box in the account's settings, and " +":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 -msgid "" -"To do so, check the :guilabel:`Deprecated` box in the account's settings, " -"and save." -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:187 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:188 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:189 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:190 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:191 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7715,7 +8245,6 @@ msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" msgstr "" #: ../../content/applications/finance/accounting/payments/multiple.rst:10 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:403 msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" msgstr "" @@ -10005,8 +10534,8 @@ msgstr "" msgid "" "You can create Odoo external API keys either :ref:`for a single database " "` (hosting: Odoo Online, On-premise, and Odoo.sh) or" -" :ref:`for multiple databases managed by a user ` " -"(hosting: Odoo Online)." +" :ref:`for all databases managed by a single user ` (hosting: Odoo Online)." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:30 @@ -10017,8 +10546,8 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:31 msgid "" -"You can copy the API key only at its creation, and you cannot retrieve it " -"later." +"You can copy the API key only at its creation. It is not possible to " +"retrieve it later." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:32 @@ -10030,15 +10559,17 @@ msgid ":doc:`/developer/reference/external_api`" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:40 -msgid "One key per database" +msgid "Per database" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:42 msgid "" -"To create a new API key valid for a single database, click on the user menu," -" then on :guilabel:`My Profile`. Under the :guilabel:`Account Security` tab," -" click on :guilabel:`New API key`, confirm your password, give a descriptive" -" name to your new key, and copy the new API key." +"To add an API key to a **single** database, connect to the database, enable " +"the :ref:`developer mode `, click on the user menu, and then" +" :guilabel:`My Profile` / :guilabel:`Preferences`. Under the " +":guilabel:`Account Security` tab, click on :guilabel:`New API Key`, confirm " +"your password, give a descriptive name to your new key, and copy the API " +"key." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 @@ -10050,13 +10581,13 @@ msgid ":ref:`api/external_api/keys`" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:56 -msgid "One key for multiple databases (fiduciaries)" +msgid "For all databases (fiduciaries)" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:58 msgid "" -"To create a new API key valid for all the databases of a single user **(the " -"easiest for fiduciaries)**, navigate to `Odoo's website " +"To add an API key to **all** databases managed by a single user at the same " +"time **(the easiest method for fiduciaries)**, navigate to `Odoo's website " "`_ and sign in with your administrator account. Next," " open `your account security settings in developer mode " "`_, click on :guilabel:`New API " @@ -10064,6 +10595,12 @@ msgid "" "copy the new API key." msgstr "" +#: ../../content/applications/finance/accounting/reporting/silverfin.rst:65 +msgid "" +"Open the `database manager `_ to view all" +" databases that will be linked to the single API key." +msgstr "" + #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 msgid "creation of an Odoo external API key for an Odoo user" msgstr "" @@ -10231,7 +10768,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:109 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:114 #: ../../content/applications/finance/accounting/taxes/retention.rst:70 msgid ":doc:`../taxes`" msgstr "" @@ -11067,7 +11604,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 #: ../../content/applications/finance/fiscal_localizations/chile.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:25 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 #: ../../content/applications/finance/fiscal_localizations/peru.rst:6 msgid "Introduction" msgstr "แนะนำ" @@ -11627,185 +12164,168 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:5 msgid "" "Default taxes and accounts are set on products and customers to create new " -"transactions on the fly. However, you might have to use different taxes and " -"record the transactions on different accounts, according to your customers' " -"and providers' localizations and business types." +"transactions on the fly. However, depending on the customers' and providers'" +" localization and business type, using different taxes and accounts for a " +"transaction might be necessary." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:9 msgid "" -"**Fiscal Positions** allow you to create *sets of rules* to automatically " -"adapt the taxes and the accounts used for a transaction." +"**Fiscal positions** allow the creation of rules to adapt the taxes and " +"accounts used for a transaction automatically." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:12 msgid "" -"Example: Belgian to Intra-Community tax mapping with Fiscal Positions in " -"Odoo Accounting" +"They can be applied :ref:`automatically `, " +":ref:`manually `, or :ref:`assigned to a partner " +"`." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:16 -msgid "They can be applied in various ways:" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:18 msgid "" -":ref:`automatically applied, based on some rules " -"`" +"Several default fiscal positions are available as part of your :ref:`fiscal " +"localization package `." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:19 -msgid ":ref:`manually applied on a transaction `" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:25 +msgid "Tax and account mapping" msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 msgid "" -":ref:`assigned to a partner, on its contact form " -"`" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:23 -msgid "" -"A few Fiscal Positions are already preconfigured on your database, as part " -"of your :ref:`fiscal localization package `." +"To edit or create a fiscal position, go to :menuselection:`Accounting --> " +"Configuration --> Fiscal Positions`, and open the entry to modify or click " +"on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:30 -msgid "Tax and Account Mapping" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:32 -msgid "" -"To edit or create a Fiscal Position, go to :menuselection:`Accounting --> " -"Configuration --> Fiscal Positions`, and open the entry you want to modify " -"or click on *Create*." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:35 msgid "" "The mapping of taxes and accounts is based on the default taxes and accounts" -" defined in the products' forms." +" defined in the product form." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:38 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:33 msgid "" -"To map to another tax or account, fill out the right column (**Tax to " -"Apply**/**Account to Use Instead**)." +"To map to another tax or account, fill out the right column (:guilabel:`Tax " +"to Apply`/ :guilabel:`Account to Use Instead`)." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:40 -msgid "" -"To remove a tax, rather than replacing it with another, leave the field " -"**Tax to Apply** empty." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's tax mapping" msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:41 -msgid "" -"To replace a tax with multiple other taxes, add multiple lines with the same" -" **Tax on Product**." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's account mapping" msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:44 +msgid "To remove a tax, leave the field :guilabel:`Tax to Apply` empty." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:45 +msgid "" +"To replace a tax with several other taxes, add multiple lines using the same" +" :guilabel:`Tax on Product`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:49 msgid "" "The mapping only works with *active* taxes. Therefore, make sure they are " "active by going to :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:50 -msgid "Automatic application" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:52 -msgid "" -"You can configure your Fiscal Positions to be applied automatically, " -"following a set of conditions." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:54 -msgid "" -"To do so, open the Fiscal Position you want to modify and click on **Detect " -"Automatically**. You can configure a few conditions:" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:57 -msgid "" -"**VAT Required**: The VAT number *must* be indicated in the customer's " -"contact form." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 -msgid "" -"**Country Group** / **Country**: The Fiscal Position is applied to these " -"countries." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 -msgid "Example of settings to apply a Fiscal Position automatically" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:65 -msgid "" -"Taxes on **eCommerce orders** are automatically updated once the visitor has" -" logged in or filled out their billing details." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:69 -msgid "" -"The Fiscal Positions' **sequence** - the order in which they are arranged - " -"defines which Fiscal Position to apply if the conditions are met in multiple" -" Fiscal Positions." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:72 -msgid "" -"For example, if the first Fiscal Position targets *country A*, and the " -"second Fiscal Position targets a *Country Group* that also comprises " -"*country A*, only the first Fiscal Position will be applied to customers " -"from *country A*." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:53 msgid "Application" msgstr "แอปพลิเคชัน" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:84 -msgid "Assign a Fiscal Position to a partner" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 +msgid "Automatic application" msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:86 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:60 msgid "" -"You can manually define which Fiscal Position must be used by default for a " -"specific partner." +"To automatically apply a fiscal position following a set of conditions, go " +"to :menuselection:`Accounting --> Configuration --> Fiscal Positions`, open " +"the fiscal position to modify, and tick :guilabel:`Detect Automatically`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:88 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:64 +msgid "From there, several conditions can be activated:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:66 msgid "" -"To do so, open the partner's contact form, go to the **Sales & Purchase** " -"tab, edit the **Fiscal Position** field, and click on *Save*." +":guilabel:`VAT Required`: the customer's VAT number must be present on their" +" contact form." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:67 +msgid "" +":guilabel:`Country Group` and :guilabel:`Country`: the fiscal position is " +"only applied to the selected country or country group." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position automatic application settings" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:75 msgid "" -"Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo " -"Accounting" +"Taxes on **eCommerce orders** are automatically updated once the customer " +"has logged in or filled out their billing details." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:98 -msgid "Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:100 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 msgid "" -"To manually select which Fiscal Position to use for a new Sales Order, " -"Invoice, or Bill, go to the **Other Info** tab and select the right **Fiscal" -" Position** *before* adding product lines." +"The fiscal positions' **sequence** defines which fiscal position is applied " +"if all conditions set on multiple fiscal positions are met simultaneously." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:110 -msgid ":doc:`taxcloud` (decommissioning TaxCloud integration in Odoo 17+)" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:82 +msgid "" +"For example, suppose the first fiscal position in a sequence targets " +"*country A* while the second fiscal position targets a *country group* that " +"comprises *country A*. In that case, only the first fiscal position will be " +"applied to customers from *country A*." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:111 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:89 +msgid "Manual application" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:91 +msgid "" +"To manually select a fiscal position, open a sales order, invoice, or bill, " +"go to the :guilabel:`Other Info` tab and select the desired " +":guilabel:`Fiscal Position` before adding product lines." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a sales order, invoice, or bill" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:102 +msgid "Assign to a partner" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:104 +msgid "" +"To define which fiscal position must be used by default for a specific " +"partner, go to :menuselection:`Accounting --> Customers --> Customers`, " +"select the partner, open the :guilabel:`Sales & Purchase` tab, and select " +"the :guilabel:`Fiscal Position`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a customer" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:115 +msgid ":doc:`taxcloud`" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:116 msgid ":doc:`B2B_B2C`" msgstr "" @@ -14661,7 +15181,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:100 msgid "Lithuania - Accounting" -msgstr "" +msgstr "ประเทศลิทัวเนีย - ระบบบัญชี" #: ../../content/applications/finance/fiscal_localizations.rst:101 msgid ":doc:`Luxembourg - Accounting `" @@ -14677,7 +15197,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:104 msgid "Mongolia - Accounting" -msgstr "" +msgstr "ประเทศมองโกเลีย - ระบบบัญชี" #: ../../content/applications/finance/fiscal_localizations.rst:105 msgid ":doc:`Netherlands - Accounting `" @@ -14697,7 +15217,7 @@ msgstr "OHADA - Accounting" #: ../../content/applications/finance/fiscal_localizations.rst:109 msgid "Pakistan - Accounting" -msgstr "" +msgstr "ประเทศปากีสถาน - ระบบบัญชี" #: ../../content/applications/finance/fiscal_localizations.rst:110 msgid "Panama - Accounting" @@ -14729,7 +15249,7 @@ msgstr "Singapore - Accounting" #: ../../content/applications/finance/fiscal_localizations.rst:117 msgid "Slovak - Accounting" -msgstr "" +msgstr "ประเทศสโลวาเกีย - ระบบบัญชี" #: ../../content/applications/finance/fiscal_localizations.rst:118 msgid "Slovenian - Accounting" @@ -14737,7 +15257,7 @@ msgstr "Slovenian - Accounting" #: ../../content/applications/finance/fiscal_localizations.rst:119 msgid "South Africa - Accounting" -msgstr "" +msgstr "ประเทศแอฟริกาใต้ - ระบบบัญชี" #: ../../content/applications/finance/fiscal_localizations.rst:120 msgid ":doc:`Spain - Accounting (PGCE 2008) `" @@ -14745,7 +15265,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:121 msgid "Sweden - Accounting" -msgstr "" +msgstr "ประเทศสวีแดน - ระบบบัญชี" #: ../../content/applications/finance/fiscal_localizations.rst:122 msgid ":doc:`Switzerland - Accounting `" @@ -14753,7 +15273,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:123 msgid "Taiwan - Accounting" -msgstr "" +msgstr "ประเทศไต้หวัน - ระบบบัญชี" #: ../../content/applications/finance/fiscal_localizations.rst:124 msgid "Thailand - Accounting" @@ -14775,7 +15295,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations.rst:128 msgid "Ukraine - Accounting" -msgstr "" +msgstr "ประเทศยูเครน - ระบบบัญชี" #: ../../content/applications/finance/fiscal_localizations.rst:129 msgid "United States - Accounting" @@ -14783,7 +15303,7 @@ msgstr "สหรัฐอเมริกา" #: ../../content/applications/finance/fiscal_localizations.rst:130 msgid "Uruguay - Accounting" -msgstr "" +msgstr "ประเทศอุรุกวัย - ระบบบัญชี" #: ../../content/applications/finance/fiscal_localizations.rst:131 msgid "Venezuela - Accounting" @@ -14805,7 +15325,6 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:8 #: ../../content/applications/finance/fiscal_localizations/chile.rst:8 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 msgid "" "Below you can find videos with a general description of the localization, " "and how to configure it." @@ -14821,9 +15340,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:23 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "Modules installation" msgstr "" @@ -14834,7 +15352,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:28 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 #: ../../content/applications/finance/fiscal_localizations/france.rst:59 #: ../../content/applications/finance/fiscal_localizations/india.rst:18 @@ -14842,9 +15360,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:36 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:68 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:18 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:16 @@ -14909,7 +15426,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:47 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:144 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 #: ../../content/applications/finance/fiscal_localizations/peru.rst:43 msgid "Configure your company" msgstr "" @@ -16735,7 +17252,7 @@ msgid "Fiscal reports parameters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:134 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:562 #: ../../content/applications/finance/fiscal_localizations/peru.rst:226 msgid "Multicurrency" msgstr "" @@ -17973,91 +18490,92 @@ msgstr "โคลัมเบีย" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:7 msgid "" -"Odoo's Colombian localization package provides accounting, fiscal and legal " -"features in Colombia such as chart of accounts, taxes and electronic " -"invoicing." +"Odoo's Colombian localization package provides accounting, fiscal, and legal" +" features for databases in Colombia – such as chart of accounts, taxes, and " +"electronic invoicing." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:10 msgid "" -"In addition, we have a series of videos covering how to start from scratch, " -"configuration, main workflows, and specific use cases." +"In addition, a series of videos on the subject is also available. These " +"videos cover how to start from scratch, set up configurations, complete " +"common workflows, and provide in-depth looks at some specific use cases as " +"well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:14 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:15 msgid "" -"`Odoo Colombian localization videos " -"`_." +"`Smart Tutorial - Colombian Localization `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:25 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:26 msgid "" ":ref:`Install ` the following modules to get all the " "features of the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 msgid ":guilabel:`Colombia - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 msgid "`l10n_co`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:38 msgid "" "Default :ref:`fiscal localization package `. " "This module adds the base accounting features for the Colombian " -"localization: chart of accounts, taxes, withholdings, identification " +"localization: chart of accounts, taxes, withholdings, and identification " "document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:40 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 msgid ":guilabel:`Colombian - Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 msgid "`l10n_co_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 msgid "" "Includes accounting reports for sending certifications to suppliers for " "withholdings applied." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 msgid ":guilabel:`Electronic invoicing for Colombia with Carvajal`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 msgid "`l10n_co_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:46 msgid "" -"This module includes the features that are required for the integration with" -" Carvajal and generates the electronic invoices and support document related" -" to the vendor bills based on |DIAN| regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:48 -msgid ":guilabel:`Colombian - Point of Sale`" +"This module includes the features required for integration with Carvajal, " +"and generates the electronic invoices and support documents related to the " +"vendor bills, based on |DIAN| regulations." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 -msgid "`l10n_co_pos`" +msgid ":guilabel:`Colombian - Point of Sale`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 -msgid "Includes Point of Sale Receipt for Colombian Localization." +msgid "`l10n_co_pos`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:53 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:51 +msgid "Includes Point of Sale receipts for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:54 msgid "" -"When a database is created from scratch selecting :guilabel:`Colombia` as " -"the country, Odoo automatically installs the base modules *Colombia - " -"Accounting* and *Colombia - Accounting Reports*." +"When `Colombia` is selected for a company's :guilabel:`Fiscal Localization`," +" Odoo automatically installs certain modules." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:58 @@ -18067,291 +18585,375 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:60 msgid "" "To configure your company information, go to the :menuselection:`Contacts` " -"app and search for your company. Alternatively, activate :ref:`developer " -"mode ` and navigate to :menuselection:`General Setting --> " -"Company --> Update Info --> Contact`. Then, edit the contact form to " -"configure the following information:" +"app, and search for your company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:65 -msgid ":guilabel:`Company Name`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:66 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:63 msgid "" -":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " -":guilabel:`Zip Code`." +"Alternatively, activate :ref:`developer mode ` and navigate " +"to :menuselection:`General Setting --> Company --> Update Info --> Contact`." +" Then, edit the contact form and configure the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 -msgid "" -":guilabel:`Tax ID`: When it is a `NIT`, it must have the *verification " -"digit* at the end of the ID followed by a hyphen (`-`)." +msgid ":guilabel:`Company Name`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:70 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:68 +msgid "" +":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " +":guilabel:`ZIP` code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:69 +msgid "" +":guilabel:`Identification Number`: Select the :guilabel:`Identification " +"Type` (`NIT`, `Cédula de Ciudadanía`, `Registro Civil`, etc.). When the " +":guilabel:`Identification Type` is `NIT`, the :guilabel:`Identification " +"Number` **must** have the *verification digit* at the end of the ID prefixed" +" by a hyphen (`-`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:74 msgid "" "Next, configure the :guilabel:`Fiscal Information` in the :guilabel:`Sales &" " Purchase` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:72 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:147 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:76 msgid "" ":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " -"responsibility for the company (:guilabel:`O-13` Gran Contribuyente, " -":guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, " -":guilabel:`O-47` Regimen de tributación simple, :guilabel:`R-99-PN` No " -"Aplica)." +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, `R-99-PN` No Aplica)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:75 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:173 msgid "" ":guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente* this " "option should be selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:77 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:81 msgid "" -":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company " -"(:guilabel:`IVA`, :guilabel:`INC`, :guilabel:`IVA e INC`, :guilabel:`No " -"Aplica`)" +":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:177 msgid "" ":guilabel:`Commercial Name`: If the company uses a specific commercial name," " and it needs to be displayed in the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:87 msgid "Carjaval credentials configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:85 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:89 msgid "" -"Once the modules installed, the user credentials must be configured in order" -" to connect with Carvajal Web Service. Navigate to " +"Once the modules are installed, the user credentials **must** be configured," +" in order to connect with Carvajal Web Service. To do so, navigate to " ":menuselection:`Accounting --> Configuration --> Settings` and scroll to the" " :guilabel:`Colombian Electronic Invoicing` section. Then, fill in the " "required configuration information provided by Carvajal:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:90 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 msgid "" -":guilabel:`Username` and :guilabel:`Password`: Correspond to the username " -"and password provided by Carvajal to the company." +":guilabel:`Username` and :guilabel:`Password`: Username and password " +"(provided by Carvajal) to the company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:92 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:96 msgid "" ":guilabel:`Company Registry`: Company's NIT number *without* the " "verification code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:93 -msgid ":guilabel:`Account ID`: Company ID followed by `_01`." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:97 +msgid ":guilabel:`Account ID`: Company's NIT number followed by `_01`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:98 msgid "" ":guilabel:`Colombia Template Code`: Select one of the two available " -"templates (:guilabel:`CGEN03` or :guilabel:`CGNE04`) to be used in the PDF " -"format of the electronic invoice." +"templates (`CGEN03` or `CGNE04`) to be used in the PDF format of the " +"electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +msgid "" +"Enable the :guilabel:`Test mode` checkbox to connect with the Carvajal " +"testing environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:103 +msgid "" +"Once Odoo and Carvajal are fully configured and ready for production, " +"deactivate the :guilabel:`Test mode` checkbox to use the production " +"database." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "Configure credentials for Carvajal web service in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:111 msgid "" -"Check the :guilabel:`Test mode` checkbox to connect with the Carvajal " -"testing environment. Once Odoo and Carvajal are fully configured and ready " -"for production, uncheck the :guilabel:`Test mode` checkbox to use the " -"production database." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:106 -msgid "" -":guilabel:`Test mode` must be used **only** on replicated databases, **not**" +":guilabel:`Test mode` must **only** be used on duplicated databases, **not**" " the production environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 msgid "Report data configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:117 msgid "" "Report data can be defined for the fiscal section and bank information of " "the PDF as part of the configurable information sent in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:120 msgid "" -"Navigate to :menuselection:`Accounting --> Configuration --> Settings` and " -"scroll to the :guilabel:`Colombian Electronic Invoicing` section." +"Navigate to :menuselection:`Accounting --> Configuration --> Settings`, and " +"scroll to the :guilabel:`Colombian Electronic Invoicing` section, in order " +"to find the :guilabel:`Report Configuration` fields. Here the header " +"information for each report type can be configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:121 -msgid "Master data configuration" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +msgid ":guilabel:`Gran Contribuyente`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:125 +msgid ":guilabel:`Tipo de Régimen`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:126 +msgid ":guilabel:`Retenedores de IVA`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:127 -msgid "Identification information" +msgid ":guilabel:`Autorretenedores`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:128 +msgid ":guilabel:`Resolución Aplicable`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:129 -msgid "" -"Document types defined by the |DIAN| are available on the partner form as " -"part of the Colombian localization. Colombian partners must have their " -":guilabel:`Identification Number` (VAT) and :guilabel:`Document Type` set." +msgid ":guilabel:`Actividad Económica`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:130 +msgid ":guilabel:`Bank Information`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:135 +msgid "Master data configuration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:140 +msgid "" +"Partner contacts can be created in the *Contacts* app. To do so, navigate to" +" :menuselection:`Contacts`, and click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:143 +msgid "" +"Then, name the contact, and using the radio buttons, select the contact " +"type, either :guilabel:`Individual` or :guilabel:`Company`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:146 +msgid "" +"Complete the full :guilabel:`Address`, including the :guilabel:`City`, " +":guilabel:`State`, and :guilabel:`ZIP` code. Then, complete the " +"identification and fiscal information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +msgid "Identification information" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +msgid "" +"Identification types, defined by the |DIAN|, are available on the partner " +"form, as part of the Colombian localization. Colombian partners **must** " +"have their :guilabel:`Identification Number` (VAT) and :guilabel:`Document " +"Type` set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:157 msgid "" "When the :guilabel:`Document Type` is `NIT`, the :guilabel:`Identification " -"Number` needs to be configured in Odoo, including the *verification digit*; " -"Odoo splits this number when the data to is sent to the third party." +"Number` needs to be configured in Odoo, including the *verification digit at" +" the end of the ID, prefixed by a hyphen (`-`)*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:139 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:141 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:164 msgid "" -"The partner's responsibility codes (section 53 in the RUT document) are " -"included as part of the electronic invoicing module, as it is required by " -"the |DIAN|." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:144 -msgid "" -"The required fields can be found under :menuselection:`Partner --> Sales & " -"Purchase Tab --> Fiscal Information`:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:158 -#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:771 -msgid "Products" -msgstr "สินค้า" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:160 -msgid "" -"In addition to adding general information (in the :guilabel:`General " -"Information` tab) on the product form, either the :guilabel:`UNSPSC " -"Category`, :guilabel:`Barcode`, or :guilabel:`Internal Reference` field must" -" also be configured." +"The partner's responsibility codes (section 53 in the :abbr:`RUT (Registro " +"único tributario)` document) are included as part of the electronic " +"invoicing module, as it is required by the |DIAN|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:167 msgid "" -"If sales transactions include products with taxes, the :guilabel:`Value " -"Type` field in the :guilabel:`Advanced Options` tab needs to be configured " -"per tax. To do so, go to :menuselection:`Accounting --> Configuration --> " -"Taxes`, and select the related tax." +"The required fields can be found under :menuselection:`Partner --> Sales & " +"Purchase Tab --> Fiscal Information section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:171 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:170 msgid "" -"Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, :guilabel:`Fuente`) " -"are also included. This configuration is used to display taxes in the " -"invoice PDF correctly." +":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, or `R-99-PN` No Aplica)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:175 +msgid "" +":guilabel:`Fiscal Regimen`: Select the tribute name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:251 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:700 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:817 +msgid "Products" +msgstr "สินค้า" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:183 +msgid "" +"To manage products, navigate to :menuselection:`Accounting --> Customers -->" +" Products`, then click on a product." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 +msgid "" +"When adding general information on the product form, it is required that " +"either the :guilabel:`UNSPSC Category` (:guilabel:`Accounting` tab), or " +":guilabel:`Internal Reference` (:guilabel:`General Information` tab) field " +"is configured. Be sure to :guilabel:`Save` the product once configured." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:194 +msgid "" +"To create or modify taxes, go to :menuselection:`Accounting --> " +"Configuration --> Taxes`, and select the related tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:197 +msgid "" +"If sales transactions include products with taxes, the :guilabel:`Value " +"Type` field in the :guilabel:`Advanced Options` tab needs to be configured " +"per tax. Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, " +":guilabel:`Fuente`) are also included. This configuration is used to display" +" taxes correctly in the invoice PDF." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "The ICA, IVA and Fuente fields in the Advanced Options tab in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:209 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:91 msgid "Sales journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:211 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " "electronic invoice resolution, the sales journals related to the invoice " -"documents must be updated in Odoo. To do so, navigate to " -":menuselection:`Accounting --> Configuration --> Journals`." +"documents **must** be updated in Odoo. To do so, navigate to " +":menuselection:`Accounting --> Configuration --> Journals`, and select an " +"existing sales journal, or create a new one with the :guilabel:`Create` " +"button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 -msgid "Configure the following data in the :guilabel:`Advanced Settings` tab:" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:216 +msgid "" +"On the sales journal form, input the :guilabel:`Journal Name`, " +":guilabel:`Type`, and set a unique :guilabel:`Short Code` in the " +":guilabel:`Journals Entries` tab. Then, configure the following data in the " +":guilabel:`Advanced Settings` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:188 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:220 msgid "" ":guilabel:`Electronic invoicing`: Enable :guilabel:`UBL 2.1 (Colombia)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:221 msgid "" ":guilabel:`Invoicing Resolution`: Resolution number issued by |DIAN| to the " "company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:222 msgid ":guilabel:`Resolution Date`: Initial effective date of the resolution." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:223 msgid "" ":guilabel:`Resolution end date`: End date of the resolution's validity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:224 msgid "" ":guilabel:`Range of Numbering (minimum)`: First authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:225 msgid "" ":guilabel:`Range of Numbering (maximum)`: Last authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:228 msgid "" -"The sequence and resolution of the journal must match the one configured in " -"Carvajal and the |DIAN|." +"The sequence and resolution of the journal **must** match the one configured" +" in Carvajal and the |DIAN|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:200 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:232 msgid "Invoice sequence" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 msgid "" -"The invoice sequence and prefix must be correctly configured when the first " -"document is created." +"The invoice sequence and prefix **must** be correctly configured when the " +"first document is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 msgid "" -"Odoo automatically assigns a prefix and sequence to the following documents." +"Odoo automatically assigns a prefix and sequence to the following invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:208 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 msgid "Purchase journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:242 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " -"support document related to vendor bills, the purchase journals related to " -"their supporting documents need to be updated in Odoo. The process is " +"*support document* related to vendor bills, the purchase journals related to" +" their supporting documents need to be updated in Odoo. The process is " "similar to the configuration of the :ref:`sales journals `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:249 msgid "" "The :doc:`chart of accounts " "` is " @@ -18361,59 +18963,114 @@ msgid "" "Unico de Cuentas)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 msgid "Main workflows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:262 msgid "" -"The functional workflow taking place before an invoice validation does not " -"alter the main changes introduced with the electronic invoice." +"The following is a breakdown of the main workflow for electronic invoices " +"with the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:265 +msgid "Sender creates an invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:266 +msgid "Electronic invoice provider generates the legal XML file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:267 +msgid "" +"Electronic invoice provider creates the CUFE (Invoice Electronic Code) with " +"the electronic signature." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:269 +msgid "Electronic invoice provider sends a notification to |DIAN|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:270 +msgid "|DIAN| validates the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:271 +msgid "|DIAN| accepts or rejects the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +msgid "Electronic invoice provider generates the PDF invoice with a QR code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:273 +msgid "Electronic invoice provider sends invoice to the acquirer." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +msgid "" +"Acquirer sends a receipt of acknowledgement, and accepts or rejects the " +"invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:275 +msgid "Sender downloads a :file:`.zip` file with the PDF and XML." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 +msgid "Electronic invoice workflow for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:287 +msgid "" +"The functional workflow taking place before an invoice validation does " +"**not** alter the main changes introduced with the electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:290 msgid "" "Electronic invoices are generated and sent to both the |DIAN| and customer " "through Carvajal's web service integration. These documents can be created " -"from your sales order or manually. Go to :menuselection:`Accounting --> " -"Customers --> Invoices` and configure:" +"from your sales order or manually generated. To create a new invoice, go to " +":menuselection:`Accounting --> Customers --> Invoices`, and select " +":guilabel:`Create`. On the invoice form configure the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:244 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:295 msgid ":guilabel:`Customer`: Customer's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:245 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:296 msgid ":guilabel:`Journal`: Journal used for electronic invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:246 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 msgid "" ":guilabel:`Electronic Invoice Type`: Select the type of document. By " "default, :guilabel:`Factura de Venta` is selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:248 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 msgid "" ":guilabel:`Invoice Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:250 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 msgid "When done, click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:255 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 #: ../../content/applications/finance/fiscal_localizations/india.rst:117 #: ../../content/applications/finance/fiscal_localizations/india.rst:262 #: ../../content/applications/finance/fiscal_localizations/peru.rst:385 msgid "Invoice validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 msgid "" "After the invoice confirmation, an XML file is created and sent " "automatically to Carvajal. The invoice is then processed asynchronously by " @@ -18425,26 +19082,26 @@ msgstr "" msgid "Carvajal XML invoice file in Odoo chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:264 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:316 msgid "" "The :guilabel:`Electronic Invoice Name` field is now displayed in the " -":guilabel:`EDI Documents` tab with the name of the XML file. Additionally, " +":guilabel:`EDI Documents` tab, with the name of the XML file. Additionally, " "the :guilabel:`Electronic Invoice Status` field is displayed with the " "initial value :guilabel:`To Send`. To process the invoice manually, click on" " the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:324 msgid "Reception of legal XML and PDF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:326 msgid "" -"The electronic invoice vendor (Carvajal) receives the XML file and proceeds " -"to validate its structure and information." +"The electronic invoice vendor (Carvajal) receives the XML file, and proceeds" +" to validate its structure and information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:277 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:329 msgid "" "After validating the electronic invoice, proceed to generate a legal XML " "which includes a digital signature and a unique code (CUFE), a PDF invoice " @@ -18453,166 +19110,167 @@ msgid "" ":guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:282 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:334 msgid "" -"A ZIP containing the legal electronic invoice in XML format and the invoice " -"in PDF format is downloaded and displayed in the invoice chatter:" +"A :file:`.zip` containing the legal electronic invoice (in XML format) and " +"the invoice in (PDF format) is downloaded and displayed in the invoice " +"chatter:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "ZIP file displayed in the invoice chatter in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:288 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 msgid "The electronic invoice status changes to :guilabel:`Accepted`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:291 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:335 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:346 msgid "" "The process for credit notes is the same as for invoices. To create a credit" " note with reference to an invoice, go to :menuselection:`Accounting --> " -"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note` " +"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note`, " "and complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 msgid ":guilabel:`Credit Method`: Select the type of credit method." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 msgid "" ":guilabel:`Partial Refund`: Use this option when it is a partial amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:300 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:353 msgid "" ":guilabel:`Full Refund`: Use this option if the credit note is for the full " "amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:354 msgid "" ":guilabel:`Full refund and new draft invoice`: Use this option if the credit" " note is auto-validated and reconciled with the invoice. The original " "invoice is duplicated as a new draft." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:305 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:358 msgid ":guilabel:`Reason`: Enter the reason for the credit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:359 msgid "" ":guilabel:`Reversal Date`: Select if you want a specific date for the credit" " note or if it is the journal entry date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:361 msgid "" ":guilabel:`Use Specific Journal`: Select the journal for your credit note or" " leave it empty if you want to use the same journal as the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:310 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:363 msgid "" ":guilabel:`Refund Date`: If you chose a specific date, select the date for " "the refund." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:312 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 msgid "Once reviewed, click the :guilabel:`Reverse` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:315 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:317 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 msgid "" "The process for debit notes is similar to credit notes. To create a debit " "note with reference to an invoice, go to :menuselection:`Accounting --> " "Customers --> Invoices`. On the invoice, click the :guilabel:`Add Debit " -"Note` button and complete the following information:" +"Note` button, and enter the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:321 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:374 msgid ":guilabel:`Reason`: Type the reason for the debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:322 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:375 msgid ":guilabel:`Debit note date`: Select the specific options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:323 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:376 msgid "" ":guilabel:`Copy lines`: Select this option if you need to register a debit " "note with the same lines of invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:325 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 msgid "" ":guilabel:`Use Specific Journal`: Select the printer point for your debit " "note, or leave it empty if you want to use the same journal as the original " "invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:328 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:381 msgid "When done, click :guilabel:`Create Debit Note`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:331 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:384 msgid "Support document for vendor bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:333 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:386 msgid "" "With master data, credentials, and the purchase journal configured for " -"support documents related to vendor bills, you can start using support " -"documents." +"support documents related to vendor bills, you can start using *support " +"documents*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:336 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 msgid "" "Support documents for vendor bills can be created from your purchase order " "or manually. Go to :menuselection:`Accounting --> Vendors --> Bills` and " "fill in the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:339 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:392 msgid ":guilabel:`Vendor`: Enter the vendor's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:340 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:393 msgid ":guilabel:`Bill Date`: Select the date of the bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:394 msgid "" ":guilabel:`Journal`: Select the journal for support documents related to the" " vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:342 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:395 msgid "" ":guilabel:`Invoiced Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:397 msgid "" "Once reviewed, click the :guilabel:`Confirm` button. Upon confirmation, an " "XML file is created and automatically sent to Carvajal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:405 msgid "" "During the XML validation, the most common errors are related to missing " "master data (*Contact Tax ID*, *Address*, *Products*, *Taxes*). In such " @@ -18620,7 +19278,7 @@ msgid "" " invoice status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:356 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:409 msgid "" "After the master data is corrected, it's possible to reprocess the XML with " "the new data and send the updated version, using the :guilabel:`Retry` " @@ -18631,11 +19289,11 @@ msgstr "" msgid "XML validation errors shown in the invoice chatter in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:421 msgid "Certificado de Retención en ICA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:423 msgid "" "This report is a certification to vendors for withholdings made for the " "Colombian Industry and Commerce (ICA) tax. The report can be found under " @@ -18647,11 +19305,11 @@ msgstr "" msgid "Certificado de Retención en ICA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:432 msgid "Certificado de Retención en IVA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:380 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:434 msgid "" "This report issues a certificate on the amount withheld from vendors for VAT" " withholding. The report can be found under :menuselection:`Accounting --> " @@ -18662,11 +19320,11 @@ msgstr "" msgid "Certificado de Retención en IVA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:388 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:443 msgid "Certificado de Retención en la Fuente" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:390 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:445 msgid "" "This certificate is issued to partners for the withholding tax that they " "have made. The report can be found under :menuselection:`Accounting --> " @@ -22858,50 +23516,58 @@ msgstr "" msgid "Mexico" msgstr "เม็กซิโก" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:22 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 +msgid "" +"A video on the Mexican localization is also available. This video covers how" +" to implement this localization from scratch, including how to set up the " +"configurations, how to complete common workflows, and provides an in-depth " +"look at several specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:24 msgid "" "`Video webinar of a complete demo " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:29 msgid "" -"Odoo users in Mexico have access to a set of modules that allow them to sign" -" electronic invoices according to the specifications of the |SAT| for " -"`version 4.0 of the CFDI " -"`_" -" , a legal requirement as of January 1, 2022." +"The Odoo Mexican localization modules allow for the signing of electronic " +"invoices, according to the specifications of the |SAT| for `version 4.0 of " +"the CFDI `_, " +"a legal requirement, as of January 1, 2022. These modules also add relevant " +"accounting reports (such as: the |DIOT|, enables foreign trade, and the " +"creation of delivery guides)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:32 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 msgid "" -"These modules also add relevant accounting reports (such as the |DIOT|, " -"enable foreign trade, and the creation of delivery guides)." +"In order to electronically sign any documents in Odoo, ensure the *Sign* " +"application is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:39 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 msgid "Requirements" msgstr "ความต้องการ" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:41 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:45 msgid "" -"Before making the necessary configurations to have the Mexican localization " -"installed in Odoo, it is necessary to meet the following requirements:" +"It is necessary to meet the following requirements before configuring the " +"Mexican localization modules in Odoo:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:46 -msgid "" -"Be registered in the |SAT|, with a valid :abbr:`RFC (Registro Federal de " -"Contribuyentes)`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:50 +msgid "Be registered in the |SAT|, with a valid |RFC|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:47 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:51 msgid "" "Have a `Certificate of Digital Seal `_ (CSD)." +"programas/ certificado-de-sello-digital>`_ (CSD)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:49 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 msgid "" "Choose a PAC (Proveedor Autorizado de Certificación / Authorized " "Certification Provider). Currently, Odoo works with the following |PAC|\\s: " @@ -22910,362 +23576,371 @@ msgid "" "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "" "Have knowledge and experience with billing, sales, and accounting in Odoo. " -"This documentation contains only the necessary information to use Odoo." +"This documentation **only** contains the necessary information needed to use" +" Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:59 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 +msgid "Installing modules" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:63 msgid "" -":ref:`Install ` the following modules to get the main " -"features of the Mexican localization:" +":ref:`Install ` the following modules to get all the " +"features of the Mexican localization. The :doc:`Accounting <../accounting>` " +"and *Contacts* modules are required to be installed for this configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:69 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:74 msgid ":guilabel:`Mexico - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:70 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 msgid "`l10n_mx`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 msgid "" -"The default :doc:`fiscal localization package " -"`, adds accounting " -"characteristics for the Mexican localization, such as the most common taxes " -"and the chart of accounts based on `the SAT account grouping code " +"The default :doc:`fiscal localization package <../fiscal_localizations>`, " +"adds accounting characteristics for the Mexican localization, such as: the " +"most common taxes and the chart of accounts – based on `the SAT account " +"grouping code " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:80 msgid ":guilabel:`EDI for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:81 msgid "`l10n_mx_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:77 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 msgid "" "Includes all the technical and functional requirements to generate and " "validate :doc:`Electronics Documents " -"`, " -"based on the technical documentation published by the SAT. This allows you " -"to send invoices (with or without addendas) and payment complements to the " +"<../accounting/customer_invoices/electronic_invoicing>` — based on the " +"technical documentation published by the |SAT|. This allows you to send " +"invoices (with or without addedums) and payment complements to the " "government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:86 msgid ":guilabel:`EDI v4.0 for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:83 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 msgid "`l10n_mx_edi_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:84 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:88 msgid "" "Necessary to create XML documents with the correct specifications of the " "CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:89 +msgid ":guilabel:`Odoo Mexican Localization Reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 +msgid "`l10n_mx_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 msgid "" -"When you install a database from scratch by selecting :guilabel:`Mexico` as " +"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " +"Balance, and |DIOT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:93 +msgid ":guilabel:`Mexico - Localization Reports for Closing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 +msgid "`l10n_mx_reports_closing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 +msgid "" +"Necessary to create the Closing Entry (Also known as the *month 13th move*)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:96 +msgid ":guilabel:`Odoo Mexican XML Polizas Export`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:97 +msgid "`l10n_mx_xml_polizas`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 +msgid "" +"Allows the export of XML files of Journal Entries for a compulsory audit." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 +msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 +msgid "`l10n_mx_xml_polizas_edi`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 +msgid "Complements the module `l10n_mx_xml_polizas`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:104 +msgid "" +"When installing a database from scratch and selecting :guilabel:`Mexico` as " "the country, Odoo automatically installs the following modules: " ":guilabel:`Mexico - Accounting`, :guilabel:`EDI for Mexico`, and " ":guilabel:`EDI v4.0 for Mexico`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 -msgid "" -"The following modules are needed to add Mexico's Electronic Accounting. They" -" require the :doc:`Accounting ` module to " -"be installed." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 -msgid ":guilabel:`Odoo Mexican Localization Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:102 -msgid "`l10n_mx_reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:103 -msgid "" -"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " -"Balance, and DIOT." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:105 -msgid ":guilabel:`Mexico - Localization Reports for Closing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:106 -msgid "`l10n_mx_reports_closing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:107 -msgid "" -"Necessary to create the Closing Entry (Also known as the month 13th move)." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:108 -msgid ":guilabel:`Odoo Mexican XML Polizas Export`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:109 -msgid "`l10n_mx_xml_polizas`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:110 -msgid "" -"Lets you export XML files of your Journal Entries for a compulsory audit." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:111 -msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:112 -msgid "`l10n_mx_xml_polizas_edi`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:113 -msgid "Complements the module `l10n_mx_xml_polizas`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 msgid "" "The following modules are optional. It's recommended to install them *only* " -"if you meet a specific requirement. Make sure that they are needed for your " +"if meeting a specific requirement. Make sure that they are needed for the " "business." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:118 msgid ":guilabel:`EDI for Mexico (Advanced Features)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:119 msgid "`l10n_mx_edi_extended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 msgid "" "Adds the external trade complement to invoices: A legal requirement for " "selling products to foreign countries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 msgid ":guilabel:`EDI v4.0 for Mexico (COMEX)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 msgid "`l10n_mx_edi_extended_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 msgid "Adapts the module `l10n_mx_edi_extended` for CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 msgid ":guilabel:`Mexico - Electronic Delivery Guide`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 msgid "`l10n_mx_edi_stock`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 msgid "" -"Lets you create a \"Carta Porte\": a bill of lading that proves to the " +"Lets you create a *Carta Porte*: A bill of lading that proves to the " "government you are sending goods between A & B with a signed electronic " "document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:136 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 msgid ":guilabel:`Electronic Delivery Guide for Mexico CFDI 4.0`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 msgid "`l10n_mx_edi_stock_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:138 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 msgid "Adapts the module `l10n_mx_edi_stock` for CFDI 4.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 msgid ":guilabel:`Odoo Mexico Localization for Stock/Landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:140 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 msgid "`l10n_mx_edi_landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 msgid "" "Allows managing customs numbers related to landed costs in electronic " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 msgid "" -"After installing the correct modules, you must verify that the company is " -"configured with the correct data. To do so, go to :menuselection:`Settings " -"--> General Settings --> Companies` and select :guilabel:`Update Info` under" -" your company name." +"After installing the correct modules, the next step is to verify that your " +"company is configured with the correct data. To do so, go to " +":menuselection:`Settings --> General Settings --> Companies`, and select " +":guilabel:`Update Info` under your company name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:150 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:143 msgid "" -"Enter your full :guilabel:`Address` in the resulting form including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +"Enter the full :guilabel:`Address` in the resulting form, including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:153 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 msgid "" -"According to the requirements of the CFDI 4.0, the name of your main contact" -" must coincide to your business name registered in the SAT without the legal" -" entity abbreviation." +"According to the requirements of the CFDI 4.0, the name of the main company " +"contact **must** coincide with your business name registered in the |SAT|, " +"without the legal entity abbreviation." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Requirements for a correct invoicing." +msgid "Main company contact requirements for a correct invoicing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:160 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:154 msgid "" -"From a legal point of view, a Mexican company must use the local currency " -"(MXN). Therefore, Odoo does not provide features to manage an alternative " -"configuration. If you want to manage another currency, let MXN be the " -"default currency and use a :doc:`pricelist " -"` instead." +"From a legal point of view, a Mexican company **must** use the local " +"currency (MXN). Therefore, Odoo does not provide features to manage an " +"alternative configuration. If you want to manage another currency, let MXN " +"be the default currency and use a :doc:`pricelist " +"<../../sales/sales/products_prices/prices/pricing>`, instead." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:165 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:159 msgid "" "Next, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing" -" (MX) --> Fiscal Regime`, and select the regime that applies to your company" -" from the drop-down list." +" (MX) --> Fiscal Regime`, then select the regime that applies to your " +"company from the drop-down list, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Fiscal regime configuration." +msgid "Fiscal regime configuration in the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:168 msgid "" -"If you want to test the Mexican localization, you can configure the company " -"with a real address within Mexico (including all fields), add `EKU9003173C9`" -" as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " +"If you want to test the Mexican localization, the company can be configured " +"with a real address within Mexico (including all fields), and add " +"`EKU9003173C9` as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " ":guilabel:`Company Name`. For the :guilabel:`Fiscal Regime`, use " ":guilabel:`General de Ley Personas Morales`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:178 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:623 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:653 msgid "Contacts" msgstr "การติดต่อ" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:180 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:176 msgid "" "To create a contact that can be invoiced, go to :menuselection:`Contacts -->" -" Create`. Then enter the contact's name, full :guilabel:`Address` including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +" Create`. Then, enter the contact name, full :guilabel:`Address` including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:185 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:181 msgid "" "As with your own company, all of your contacts needs to have their correct " "business name registered in the |SAT|. This also applies to the " -":guilabel:`Fiscal Regime` which needs to be added in the :guilabel:`MX EDI` " -"tab." +":guilabel:`Fiscal Regime`, which needs to be added in the :guilabel:`MX EDI`" +" tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:188 msgid "" "Some additional configurations for factor type and tax objects need to be " "added to the sales taxes in order to properly sign invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:196 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 msgid "Factor type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:198 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:194 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Taxes` then enable " -"the :guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab " -"for all records with the :guilabel:`Tax Type` set as :guilabel:`Sales`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:202 -msgid "" -"This is pre-loaded in the default taxes. If new ones are created, you need " -"to make sure to fill this field." +"The *Factor Type* field is pre-loaded in the default taxes. If new taxes are" +" created, you need to make sure to configure this field. To do so, go to " +":menuselection:`Accounting --> Configuration --> Taxes`, then enable the " +":guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab for " +"all records, with the :guilabel:`Tax Type` set as :guilabel:`Sales`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes configuration." +msgid "Factor Type Sales tax type configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:209 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 msgid "" -"Mexico manages two different kinds of 0% VAT: *0% VAT* and *VAT Exempt*. For" -" the former, select the :guilabel:`Factor Type` :guilabel:`Tasa`. For the " -"latter, use :guilabel:`Exento`." +"Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:213 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:206 +msgid "*0% VAT* set the :guilabel:`Factor Type` as :guilabel:`Tasa`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 +msgid "*VAT Exempt* set the :guilabel:`Factor Type` as :guilabel:`Exento`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:210 msgid "Tax object" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:215 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:212 msgid "" -"One requirement of the CFDI 4.0 is that the resulting XML file needs or does" -" not need to break down the taxes of the operation. There are three " -"different possible values that are added depending on specific " -"configurations:" +"One requirement of the CFDI 4.0 is that the resulting XML file needs (or " +"does not need) to break down the taxes of the operation. There are three " +"different possible values that are added in the XML file:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 +msgid "" +"`01`: Not subject to tax - this value is added automatically if your invoice" +" line doesn't contain any taxes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:218 +msgid "" +"`02`: Subject to tax - this is the default configuration of any invoice line" +" that contains taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 -msgid "`01`: Not subject to tax - your invoice must not contain any taxes." +msgid "" +"`03`: Subject to tax and not forced to break down - this value can be " +"triggered on-demand for certain customers to replace the value 02." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:220 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:222 msgid "" -"`02`: Subject to tax - your invoice contains taxes (default configuration)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:221 -msgid "" -"`03`: Subject to tax and not forced to breakdown - your invoice contains " -"taxes, and the contact configuration has the :guilabel:`No Tax Breakdown` " -"checkbox activated." +"To use the `03` value, navigate to :menuselection:`Contacts --> your " +"customer's invoice --> MX EDI tab`, and activate the :guilabel:`No Tax " +"Breakdown` checkbox." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Tax Breakdown SAT." +msgid "No Tax Breakdown option on the MX EDI tab of the customer's invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:228 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:230 msgid "" -"The :guilabel:`No Tax Breakdown` value applies only to specific fiscal " -"regimes and/or taxes. Consult your accountant first if it is needed for your" -" business before doing any modification." +"The :guilabel:`No Tax Breakdown` value applies **only** to specific fiscal " +"regimes and/or taxes. Consult your accountant first to see if it is needed " +"for your business before making any modification." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:232 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:235 msgid "Other tax configurations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:234 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:237 msgid "" "When registering a payment, Odoo will carry out the movement of taxes from " "the *Cash Basis Transition Account* to the account set in the " @@ -23274,227 +23949,238 @@ msgid "" "journal entry when reclassifying taxes. **Do not delete this account**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:239 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:242 msgid "" -"If you create a new tax, you need to add the correct :guilabel:`Tax Grids` " -"for it (`IVA`, `ISR` or `IEPS`). Odoo only supports these three groups of " -"taxes." +"If you create a new tax in :menuselection:`Accounting --> Configuration --> " +"Taxes`, you need to add the correct :guilabel:`Tax Grids` for it (`IVA`, " +"`ISR` or `IEPS`). Odoo **only** supports these three groups of taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes accounts." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:248 -msgid "" -"To configure products, go to the :guilabel:`Accounting` tab, and in the " -":guilabel:`UNSPSC Product Category` field, select the category that " -"represents that product. The process can be done manually or through :doc:`a" -" bulk import `." +msgid "Tax accounts available for Odoo." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:253 msgid "" -"All products need to have a |SAT| code associated with them in order to " +"To configure products, go to :menuselection:`Accounting --> Customers --> " +"Products`, then select a product to configure, or :guilabel:`Create` a new " +"one. In the :guilabel:`Accounting` tab, and in the :guilabel:`UNSPSC Product" +" Category` field, select the category that represents the product. The " +"process can be done manually, or through :doc:`a bulk import " +"<../../general/export_import_data>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:259 +msgid "" +"All products need to have an |SAT| code associated with them in order to " "prevent validation errors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:257 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "การออกใบแจ้งหนี้อิเล็กทรอนิกส์" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:260 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:266 msgid "PAC credentials" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:262 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 msgid "" "After you have processed your `Private Key (CSD) " "`_ with the |SAT|, you must register " +"traves-de-la-aplicacion- certifica>`_ with the |SAT|, you **must** register " "directly with the :ref:`PAC ` of your choice before you " "start creating invoices from Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:267 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:273 msgid "" -"Once you created your account with any of these providers, go to " +"Once you've created your account with any of these providers, go to " ":menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. " "Under the :guilabel:`MX PAC` section, enter the name of your |PAC| with your" " credentials (:guilabel:`PAC username` and :guilabel:`PAC password`)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "PAC credentials." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:275 -msgid "" -"If you do not have credentials and want to test the electronic invoicing, " -"you can activate the :guilabel:`Test Environment` checkbox and select " -":guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " -"username or password." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:280 -msgid ".cer and .key certificates" +msgid "Configuring PAC credentials from the Accounting settings." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:282 msgid "" -"You need to upload the `digital certificates of the company " +"If you do not have credentials, but want to test the electronic invoicing, " +"you can activate the :guilabel:`MX PAC test environment` checkbox, and " +"select :guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " +"username or password for a test environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:287 +msgid ".cer and .key certificates" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:289 +msgid "" +"The `digital certificates of the company " "`_ " -"within the section :guilabel:`MX Certificates`. Select :guilabel:`Add a " -"line` and a window will open. Click on :guilabel:`Create`, and from there " -"upload your digital certificate (:file:`.cer` file), your key (:file:`.key` " -"file), and your password. To finish, click on :guilabel:`Save and Close`." +"must be uploaded within the :guilabel:`MX Certificates` section. To do so, " +"navigate to :menuselection:`Settings --> Accounting --> Electronic Invoicing" +" (MX)`. Under the :guilabel:`MX Certificates` section, select :guilabel:`Add" +" a line`, and a window will open. Click :guilabel:`Create`, and from there, " +"upload your digital :guilabel:`Certificate` (:file:`.cer` file), your " +":guilabel:`Certificate Key` (:file:`.key` file), and your " +":guilabel:`Certificate Password`. To finish, click on :guilabel:`Save & " +"Close`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Certificate and key." +msgid "Certificate and key upload inputs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:292 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 msgid "" "If you still do not have one of the contracted |PAC|\\s and you want to test" -" electronic invoicing you can use the following |SAT| test certificates:" +" electronic invoicing, you can use the following |SAT| test certificates:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:295 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:306 msgid ":download:`Certificate `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:296 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 msgid ":download:`Certificate Key `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:297 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:308 msgid "**Password**: ``12345678a``" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:311 msgid "Workflows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:305 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:316 msgid "" "The invoicing process in Odoo is based on `Annex 20 " "`_ version" " 4.0 of electronic invoicing of the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:312 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:323 msgid "" "To start invoicing from Odoo, a customer invoice must be created using the " -":doc:`standard invoicing flow " -"`." +":doc:`standard invoicing flow <../accounting/customer_invoices>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:315 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:326 msgid "" -"When the document is in draft mode, you can make any changes to it (add the " -"correct :guilabel:`Payment Way` or :guilabel:`Usage` that the customer might" -" require, for example.)" +"While the document is in draft mode, changes can be made to it (the correct " +":guilabel:`Payment Way` or :guilabel:`Usage` that the customer might require" +" can be added, for example.)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:318 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:329 msgid "" "After you :guilabel:`Confirm` the customer invoice, a blue message appears " "stating: :guilabel:`The invoice will be processed asynchronously by the " -"following E-invoicing service: CFDI (4.0)`. Pressing the :guilabel:`Process " -"Now` button sends the document to be signed by the government. On success, " -"the :guilabel:`Fiscal Folio` field appears on the document and the XML file " -"is attached in the chatter." +"following E-invoicing service: CFDI (4.0)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:325 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:332 msgid "" -"If you press :guilabel:`Retry` in the field :guilabel:`SAT status` of the " -"invoice, you can confirm if the XML file is valid in the SAT." +"Pressing the :guilabel:`Process Now` button sends the document to the " +"government so it can be signed. After receiving the signed document back " +"from the government, the :guilabel:`Fiscal Folio` field appears on the " +"document, and the XML file is attached in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:328 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +msgid "" +"If you click :guilabel:`Retry` in the :guilabel:`SAT status` field on the " +"invoice, you can confirm if the XML file is valid in the |SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:340 msgid "" "If you are in a testing environment, you will always receive the message " ":guilabel:`Not Found`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:330 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:342 msgid "" -"To send the signed invoice to your client by mail, you can send the XML " -"together with the PDF file directly from Odoo by clicking the " -":guilabel:`Send and Print` button. You can also download the PDF file to " -"your computer by clicking the :guilabel:`Print` button and selecting the " -"desired option." +"To send the signed invoice to your client by mail, you can send both the XML" +" and PDF files together, directly from Odoo, by clicking the :guilabel:`Send" +" & Print` button. You can also download the PDF file to your computer, by " +"clicking the :guilabel:`Print` button, and selecting the desired print " +"option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 msgid "" "While an invoice is a document type \"I\" (Ingreso), a credit note is a " "document type \"E\" (Egreso)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:339 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:352 msgid "" "The only addition to the :doc:`standard flow for credit notes " -"` is that, " -"as a requirement of the SAT, there has to be a relation between a credit " -"note and an invoice through the fiscal folio." +"<../accounting/customer_invoices/credit_notes>` is that, as a requirement of" +" the |SAT|, there has to be a relation between a credit note and an invoice " +"through the fiscal folio." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:343 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 msgid "" -"Because of this, the field :guilabel:`CFDI Origin` adds this relation with a" -" `01|`, followed by the fiscal folio of the original invoice." +"Because of this requirement, the field :guilabel:`CFDI Origin` adds this " +"relation with a `01|`, followed by the fiscal folio of the original invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Creating a credit note." +msgid "Example CFDI Origin number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 msgid "" -"For the :guilabel:`CFDI Origin` field to be added automatically, use the " -"button :guilabel:`Add Credit Note` from the invoice instead of creating it " +"For the :guilabel:`CFDI Origin` field to be automatically added, use the " +":guilabel:`Add Credit Note` button from the invoice, instead of creating it " "manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:354 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 msgid "Payment complements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:357 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:371 msgid "Payment policy" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:359 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:373 msgid "" -"One of the additions of the Mexican Localization is the field " -":guilabel:`Payment Policy`. `According to the SAT documentation " +"One addition of the Mexican localization is the :guilabel:`Payment Policy` " +"field . `According to the SAT documentation " "`_, there may be 2 types of payments:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:365 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:378 msgid "" "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or " "Deferred)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:367 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 msgid "" "The difference lies in the *Due Date* or *Payment Terms* of the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:382 msgid "" -"To configure |PUE| invoices, you must select an invoice :guilabel:`Due Date`" -" within the same month or choose a payment term that does not imply changing" +"To configure |PUE| invoices, navigatge to :menuselection:`Accounting --> " +"Customers --> Invoices`, and either select an invoice :guilabel:`Due Date` " +"within the same month, or choose a payment term that does not imply changing" " the due month (immediate payment, 15 days, 21 days, all falling within the " "current month)." msgstr "" @@ -23503,713 +24189,708 @@ msgstr "" msgid "Example of an invoice with the PUE requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 msgid "" -"Some :guilabel:`Payment Terms` are already installed by default. You can " -"check them in :menuselection:`Accounting --> Configuration --> Payment " +"Some :guilabel:`Payment Terms` are already installed by default, and can be " +"managed from :menuselection:`Accounting --> Configuration --> Payment " "Terms`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:395 msgid "" -"To configure |PPD| invoices, you need to choose a :guilabel:`Due Date` after" -" the first day of the following month (this also applies if your " -":guilabel:`Payment Term` is due in the following month)." +"To configure |PPD| invoices, navigate to :menuselection:`Accounting --> " +"Customers --> Invoices`, and select an invoice with a :guilabel:`Due Date` " +"after the first day of the following month. This also applies if your " +":guilabel:`Payment Term` is due in the following month." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PPD requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:387 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:404 msgid "" "Because the |PPD| policy implies that an invoice is not going to get paid at" " the moment, the correct :guilabel:`Payment Way` for the |PPD| invoices is " ":guilabel:`99 - Por Definir` (To define)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 -msgid "Payment flow" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:394 -msgid "" -"In both cases, the payment process in Odoo :doc:`is the same " -"`, the main difference " -"would be that payments related to |PPD| invoices trigger the creation of a " -"document type \"P\" (Pago)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:398 -msgid "" -"If a payment is related to a |PUE| invoice, it can be registered with the " -"wizard and be associated with the corresponding invoice. Its status will be " -":guilabel:`In Payment` since the payment is effectively validated when it is" -" bank reconciled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:405 -msgid "" -"While this process is the same for PPD invoices, the addition of the " -"creation of an :doc:`electronic document " -"` " -"means that some additional requirements are needed to correctly send the " -"document to the SAT." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 -msgid "" -"You need to confirm the specific :guilabel:`Payment Way` where you received " -"the payment. Because of this, this field cannot be :guilabel:`99 - Por " -"Definir` (To Define)." +msgid "Payment flow" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:411 msgid "" -"If you are going to add a bank account to the customer in the " -":guilabel:`Accounting` tab of their contact, it needs to have a valid " -"number." +"In both cases, the payment process in Odoo :doc:`is the same " +"<../accounting/customer_invoices>`, the main difference being payments " +"related to |PPD| invoices trigger the creation of a document type \"P\" " +"(Pago)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:415 msgid "" +"If a payment is related to a |PUE| invoice, it can be registered with the " +"wizard, and be associated with the corresponding invoice. To do so, navigate" +" to :menuselection:`Accounting --> Customers --> Invoices`, and select an " +"invoice. Then, click the :guilabel:`Register Payment` button. The invoice " +"status changes to :guilabel:`In Payment`, since the payment is effectively " +"validated when it is bank reconciled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:422 +msgid ":doc:`../accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:424 +msgid "" +"While this process is the same for PPD invoices, the addition of the " +"creating an :doc:`electronic document " +"<../accounting/customer_invoices/electronic_invoicing>` means some " +"additional requirements are needed to correctly send the document to the " +"|SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:428 +msgid "" +"From an invoice, you need to confirm the specific :guilabel:`Payment Way` " +"where you received the payment. Because of this, the :guilabel:`Payment Way`" +" field **cannot** be set as `99 - Por Definir (To Define)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:432 +msgid "" +"If you are going to add a bank account number in the :guilabel:`Accounting` " +"tab of a customer's contact card, it must have a valid account number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:436 +msgid "" "The exact configurations are in the `Anexo 20 of the SAT " "`_. " "Usually, the :guilabel:`Bank Account` needs to be 10 or 18 digits for " "transfers, 16 for credit or debit cards." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:419 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 msgid "" "If a payment is related to a signed invoice with the :guilabel:`Payment " "Policy` `PPD`, Odoo generates the corresponding payment complement " -"automatically once you press :guilabel:`Process Now`." +"automatically, once you click :guilabel:`Process Now`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "CFDI (4.0) E-invoicing service process payment now message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:426 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 msgid "" -"A payment in MXN cannot be used to pay multiple invoices in USD. Rather, the" -" payment should be separated into multiple payments created using the " +"A payment in MXN **cannot** be used to pay multiple invoices in USD. " +"Instead, the payment should be separated into multiple payments, using the " ":guilabel:`Register Payment` button on the corresponding invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:431 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:454 msgid "Invoice cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:433 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 msgid "" -"It is possible to cancel the EDI documents sent to the SAT. According to the" -" `Reforma Fiscal 2022 `_, since January 1st 2022, there are two requirements for " -"this:" +"It is possible to cancel the EDI documents sent to the |SAT|. According to " +"the `Reforma Fiscal 2022 `_, since January 1st, 2022, there are two " +"requirements for this:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:437 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 msgid "" -"With all cancellation requests, you have to specify a *cancellation reason*." +"With all cancellation requests, you **must** specify a *cancellation " +"reason*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:438 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:461 msgid "" -"After 24 hours have passed, the client must be asked to accept the " -"cancellation." +"After 24 hours have passed since the creation of the invoice, the client " +"**must** be asked to accept the cancellation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:464 msgid "" "There are four different cancellation reasons. In Odoo, you can cancel " "invoices with the reasons *01 Invoices sent with errors with a relation*, " "and *02 Invoices sent with errors without a relation*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:444 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:467 +msgid "" +"The following sections break down the process of canceling invoices for each" +" cancellation reason in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:471 +msgid "" +"Odoo has certain limitations to canceling invoices in the |SAT|: The reasons" +" 03 and 04 (*Operation did not take place* and *Nominative transactions " +"related to a global invoice*, respectively) are not currently supported by " +"Odoo. For this, you need to cancel the invoice directly in the |SAT|, and " +"press :guilabel:`Retry` in the :guilabel:`SAT Status field`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 msgid "01 - invoices sent with errors with a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:446 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 msgid "" -"This cancellation motive has to be used when a new invoice needs to " -"substitute the original one, due to an error in any field." +"This cancellation reason must be used when a new invoice needs to substitute" +" the original one, due to an error in any field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 -msgid "Copy the :guilabel:`Fiscal Folio` of the *old invoice*" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:450 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 msgid "" -"Paste it into the field :guilabel:`CFDI Origin` of the *new invoice*, " -"followed by a `04|`" +"Begin by navigating to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. Copy the :guilabel:`Fiscal Folio` " +"from the old invoice. Then, navigate to the new invoice, and in the " +":guilabel:`CFDI Origin` field, add the value `04|` and paste the " +":guilabel:`Fiscal Folio` of the old invoice after the value. Finally, sign " +"the new document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:451 -msgid "Sign the new document." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:487 +msgid "" +"Next, navigate back to the old invoice, and notice the " +":guilabel:`Substituted By` field is now available. Click the " +":guilabel:`Request EDI Cancellation` button on the old invoice, and then " +"click :guilabel:`Process Now` in the blue section that appears. The invoice " +"status changes to :guilabel:`Canceled`, and a confirmation is logged in the " +"chatter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 +msgid "" +"Now, the invoice should be canceled in the |SAT| as well. You can confirm " +"this was done correctly, by pressing :guilabel:`Retry` in the |SAT| status " +"field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:495 +msgid "" +"If the document was canceled more than 24 hours after its creation, you may " +"need to ask the client to accept the cancellation in their “Buzón " +"Tributario” directly from the `SAT website `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 +msgid "" +"The `04|` is only a code that helps Odoo to perform this process. It has no " +"relation to the method 04 reason for cancellation." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Old invoice with CFDI Origin." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 -msgid "" -"Go back to the *old invoice*, the field :guilabel:`Substituted By` should " -"appear." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:457 -msgid "Click the :guilabel:`Request EDI Cancellation` button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:458 -msgid "" -"As if it were a regular invoice, a blue field then appears on the invoice. " -"Click :guilabel:`Process Now`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 -msgid "" -"The invoice status is moved to :guilabel:`Cancelled` and you receive a " -"confirmation in the chatter." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 01 properly canceled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:466 msgid "" -"Now, the invoice should be canceled in the SAT too. You can confirm that " -"this was done correctly by pressing :guilabel:`Retry` in the SAT status " -"field." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:469 -msgid "" -"If the document was canceled after 24 hours, it is possible that the client " -"must be asked to accept the cancellation in their \"Buzón Tributario\"." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:473 -msgid "" -"The `04|` is only a code that helps Odoo to perform this process. It has no " -"relation to the method 04 reason for cancellation." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 -msgid "02 - invoices sent with errors without a relation" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 -msgid "" -"This cancellation motive has to be used when an invoice was sent with an " -"error in any field and does not need to be replaced by another one." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 -msgid "" -"For this case, all that is required is to click on :guilabel:`Request EDI " -"Cancellation`, and then press click the :guilabel:`Process Now` button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 02 properly canceled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:488 -msgid "" -"As the field :guilabel:`Substituted By` does not exist, the SAT should " -"detect automatically that the cancellation reason is 02." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 -msgid "" -"Odoo has certain limitations to canceling invoices in the SAT: The reasons " -"03 and 04 (*Operation did not take place* and *Nominative transactions " -"related to a global invoice*) are not currently supported by Odoo. For this," -" you need to cancel the invoice directly in the SAT and use a *Server " -"Action*." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:498 -msgid "Payment cancellations" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 -msgid "" -"It is also possible to cancel *Payment Complements*. For this, go to the " -"payment and select :guilabel:`Request EDI Cancellation`. As with invoices, a" -" blue button will appear. Select :guilabel:`Process now`, and the document " -"will be sent to the SAT. After a few seconds, you can press " -":guilabel:`Retry` to confirm the current SAT status." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:505 -msgid "The payment moves their status to :guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:508 -msgid "" -"Just like invoices, when you create a new *Payment Complement*, you can add " -"the relation of the original document by adding a `04|` plus the fiscal " -"folio." +"Invoice with the Substituted By field referencing the CFDI Origin invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:512 -msgid "Invoicing special use cases" +msgid "02 - invoices sent with errors without a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:515 -msgid "CFDI to public" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:514 +msgid "" +"This cancellation reason has to be used when an invoice was sent with an " +"error in any field, and does not need to be replaced by another one." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:517 msgid "" +"For this case, navigate to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. From here, the only requirement is to" +" click the :guilabel:`Request EDI Cancellation` button, and then click the " +":guilabel:`Process Now` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:521 +msgid "" +"Because the field :guilabel:`Substituted By` does not appear when using this" +" cancellation reason, the |SAT| should automatically detect that the " +"cancellation reason is 02." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:525 +msgid "Payment cancellations" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:527 +msgid "" +"It is also possible to cancel *Payment Complements*. For this, go to the " +"payment, via :menuselection:`Accounting --> Customers --> Payments`, and " +"select :guilabel:`Request EDI Cancellation`. As with invoices, a blue button" +" will appear. Click :guilabel:`Process now`, and the document will be sent " +"to the |SAT|. After a few seconds, you can click :guilabel:`Retry` to " +"confirm the current |SAT| status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:536 +msgid "" +"Just like invoices, when you create a new *Payment Complement*, you can add " +"the relation of the original document, by adding a `04|` plus the fiscal " +"folio in the :guilabel:`CFDI Origin` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:540 +msgid "Invoicing special use cases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:543 +msgid "CFDI to public" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:545 +msgid "" "If the customer you are selling goods or services to does not require an " "invoice, a *CFDI to Public* has to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:520 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:548 msgid "" -"However, if you use the name `PUBLICO EN GENERAL`, an error will be " -"triggered. This is a main change in the CFDI 4.0 that states that invoices " -"with that specific name needs additional fields." +"If you use the :guilabel:`Customer` name `PUBLICO EN GENERAL`, an error will" +" be triggered. This is a main change in the CFDI 4.0 that requires invoices " +"with that specific name to need additional fields, which Odoo does not " +"currently support. So, for a *CFDI to Public* to be created, you need to add" +" any name to your customer that is **not** `PUBLICO EN GENERAL`. (For " +"example: `CLIENTE FINAL`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:523 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:553 msgid "" -"Odoo currently does not support this. So for a *CFDI to Public* to be " -"created, you need to add any name to your customer that is not `PUBLICO EN " -"GENERAL`. (For example `CLIENTE FINAL`)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:526 -msgid "" -"In addition to this, the zip code of your company, and the generic " -":guilabel:`RFC` ``XAXX010101000`` are needed. The :guilabel:`Fiscal Regime` " -"of your customer must be `Sin obligaciones fiscales`." +"In addition to this, it is required that the :guilabel:`ZIP` code of your " +"company is added, the generic |RFC| is set as `XAXX010101000`, and the " +":guilabel:`Fiscal Regime` of your customer must be set as: `Sin obligaciones" +" fiscales`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "CFDI to Public Error." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:535 -msgid "" -"The main currency in Mexico is MXN. While this is mandatory for all Mexican " -"companies, it is possible to send and receive invoices and payments in " -"different currencies. To do this, you can enable the use of " -":doc:`multicurrency " -"`. And select " -":guilabel:`Mexican Bank` as the service in :menuselection:`Accounting --> " -"Settings --> Currency`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:541 -msgid "" -"This way, in the XML file of the document you get the correct exchange rate " -"and the total amount both in the foreign currency and in MXN." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:544 -msgid "" -"It is highly recommended to use :doc:`a bank account for each currency " -"`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Multi-currency configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:551 -msgid "" -"The only currencies that automatically update their exchange rate daily are " -"USD, EUR, GBP, and JPY." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:555 -msgid "Down payments" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:557 -msgid "" -"There can be cases where you receive a payment in advance from a customer, " -"that needs to be applied to an invoice later. In order to do this in Odoo, " -"it is required to properly link invoices to each other with the " -":guilabel:`CFDI Origin` field." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:561 -msgid "" -"It is necessary to have the :doc:`Sales ` app " -"installed." +msgid "CFDI to Public Customer field configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:564 msgid "" +"The main currency in Mexico is MXN. While this is mandatory for all Mexican " +"companies, it is possible to send and receive invoices (and payments) in " +"different currencies. To enable the use of :doc:`multicurrency " +"<../accounting/get_started/multi_currency>`, navigate to the " +":menuselection:`Accounting --> Settings --> Currencies`, and set " +":guilabel:`Mexican Bank` as the :guilabel:`Service` in the " +":guilabel:`Automatic Currency Rates` section. Then, set the " +":guilabel:`Interval` field to the frequency you wish to update the exchange " +"rates." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +msgid "" +"This way, the XML file of the document will have the correct exchange rate, " +"and the total amount, in both the foreign currency and in MXN." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +msgid "" +"It is highly recommended to use :doc:`a bank account for each currency " +"<../accounting/bank/foreign_currency>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:578 +msgid "" +"The only currencies that automatically update their exchange rate daily are:" +" USD, EUR, GBP, and JPY." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Multi-currency configuration in the Accounting settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:586 +msgid "Down payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +msgid "" +"There can be cases where you receive a payment in advance from a customer " +"that needs to be applied to an invoice later. In order to do this in Odoo, " +"it is required to properly link invoices to each other with the " +":guilabel:`CFDI Origin` field. To do so, it is necessary to have the " +":doc:`Sales <../../sales>` app installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +msgid "" "`The official documentation for registration of down payments in Mexico " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:567 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:597 msgid "" "First, navigate to the :menuselection:`Sales` app to create a product " -"`Anticipo` and configure it: the :guilabel:`Product Type` must be " -":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` `84111506 " -"Servicios de facturación`." +"`Anticipo` and configure it. The :guilabel:`Product Type` must be " +":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` must be: " +"`84111506 Servicios de facturación`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:601 msgid "" "Then, go to :menuselection:`Sales --> Settings --> Invoicing --> Down " -"Payments` and add the product as the default." +"Payments`, and add the *Anticipo* product as the default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 msgid "" "Create a sales order with the total amount, and create a down payment " "(either using a percentage or fixed amount). Then, sign the document, and " ":guilabel:`Register the Payment`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:577 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:607 msgid "" "When the time comes for the customer to get the final invoice, create it " -"again from the same sales order. In the :guilabel:`Create Invoices` wizard " -"select :guilabel:`Regular Invoice` and uncheck :guilabel:`Deduct down " +"again from the same sales order. In the :guilabel:`Create Invoices` wizard, " +"select :guilabel:`Regular Invoice`, and uncheck :guilabel:`Deduct down " "payments`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:581 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:611 msgid "" -"Then, copy the :guilabel:`Fiscal Folio` from the first invoice and paste it " -"into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " -"`07|`. Sign the document." +"Then, copy the :guilabel:`Fiscal Folio` from the first invoice, and paste it" +" into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " +"`07|` before the value. Then, sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:584 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:615 msgid "" "After this, create a credit note for the first invoice. Copy the " -":guilabel:`Fiscal Folio` from the second invoice and paste it in the " -":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Sign " -"the document." +":guilabel:`Fiscal Folio` from the second invoice, and paste it in the " +":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Then, " +"sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:619 msgid "" "With this, all electronic documents are linked to each other. The final step" " is to fully pay the new invoice. At the bottom of the new invoice, you can " -"find :guilabel:`Outstanding credits` in the credit note, add it as payment. " -"Finally, register the remaining amount with the :guilabel:`Register Payment`" -" wizard." +"find the credit note in the :guilabel:`Outstanding credits` - add it as " +"payment. Finally, register the remaining amount with the :guilabel:`Register" +" Payment` wizard." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 msgid "External trade" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:596 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:627 msgid "" "The external trade is a complement to a regular invoice that adds certain " -"values in both the XML and PDF, according to `SAT regulations " -"`_." +"values in both the XML and PDF, to invoices with a foreign customer " +"according to `SAT regulations " +"`_," +" such as:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:600 -msgid "" -"This adds certain mandatory fields to invoices with a foreign customer, such" -" as:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:602 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:631 msgid "The specific address of the receiver and the sender" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:603 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:632 msgid "" "The addition of a :guilabel:`Tariff Fraction` that identifies the type of " "product" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 msgid "" "The correct :guilabel:`Incoterm` (International Commercial Terms), among " -"others." +"others (*certificate of origin* and *special units of measure*)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:606 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:636 msgid "" "This allows the correct identification of exporters and importers, in " "addition to expanding the description of the merchandise sold." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:609 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:639 msgid "" -"Since January 1st, 2018, it is a requirement for taxpayers who carry export " -"operations of A1 type. While the current CFDI is 4.0, the external trade is " -"currently on version 1.1" +"Since January 1, 2018, external trade is a requirement for taxpayers, who " +"carry export operations of type A1. While the current CFDI is 4.0, the " +"external trade is currently on version 1.1" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:612 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:642 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended` " "and :guilabel:`l10n_mx_edi_extended_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:616 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 msgid "" -"Before installing, make sure first that your business needs to use this " -"feature. Consult your accountant first if needed before doing any " -"modification." +"Before installing, make sure your business needs to use this feature. " +"Consult your accountant first, if needed, before installing any modules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:655 msgid "" -"While the CFDI 4.0 requirements ask you to add a valid zip code in your " -"contact, the external trade complement adds as a mandatory field the " -":guilabel:`City` and the :guilabel:`State`. All three fields must coincide " -"with the `Official SAT Catalog `_ or you will receive an " -"error." +"To configure your company contact for external trade, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select your " +":guilabel:`Company`. While the CFDI 4.0 requirements ask you to add a valid " +":guilabel:`ZIP` code in your contact, the external trade complement adds the" +" requirement that your :guilabel:`City` and the :guilabel:`State` must also " +"be valid. All three fields must coincide with the `Official SAT Catalog " +"`_, or you will receive an error." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:630 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 msgid "" -"Add the :guilabel:`City` and :guilabel:`State` in the company's contract, " +"Add the :guilabel:`City` and :guilabel:`State` in the company's *contact*, " "not in the company itself. You can find your company's contact in " -":menuselection:`Accounting --> Customers --> Customers`" +":menuselection:`Accounting --> Customers --> Customers`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:634 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:666 msgid "" "The fields :guilabel:`Locality` and :guilabel:`Colony Code` are optional and" " can be added in the company directly in :menuselection:`Settings --> " -"General Settings --> Companies`. These two have to coincide with the data in" -" the SAT." +"General Settings --> Companies`. These two fields have to coincide with the " +"data in the |SAT|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Optional External Trade Company fields." +msgid "Optional external trade company fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:641 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:674 msgid "" -"The contact data for the foreign receiving client must have the following " -"fields completed to avoid errors:" +"To configure the contact data for a foreign receiving client, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select the " +"foreign client's contact. The contact must have the following fields " +"completed to avoid errors:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:644 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:678 msgid "" "The entire company :guilabel:`Address`, including a valid :guilabel:`ZIP` " "code and the foreign :guilabel:`Country`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:680 msgid "" "The format of the foreign :guilabel:`VAT` (tax identification number, for " "example: Colombia `123456789-1`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:648 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:682 msgid "" "In the :guilabel:`MX EDI` tab, you need to address if the customer receives " "goods for a period of time temporarily (:guilabel:`Temporary`) or " "permanently (:guilabel:`Definitive`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:686 msgid "" -"If you create this contact based in another from Mexico, make sure that you " -"delete any information in the field :guilabel:`Fiscal Regime`. Do not use " -":guilabel:`No Tax Breakdown` either." +"If the new contact was created by duplicating another existing contact from " +"Mexico, make sure to delete any carried over information from the " +":guilabel:`Fiscal Regime` field. In addition, do not enable the " +":guilabel:`No Tax Breakdown` option. Selecting this option hides mandatory " +"fields that are required for external trade contact configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Customer fields." +msgid "Required external trade customer fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:658 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:696 msgid "" -"In the resulting XML and PDF, the :guilabel:`VAT` is automatically replaced " -"by the generic VAT for abroad transactions: `XEXX010101000`." +"In the resulting XML and PDF files, the :guilabel:`VAT` is automatically " +"replaced by the generic VAT for abroad transactions: `XEXX010101000`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:664 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:702 msgid "" -"All products involved with external trade must fill four fields, two of them" -" exclusive to this feature." +"All products involved with external trade have four fields that are " +"required, two of them exclusive to external trade." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:667 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:705 msgid "" "The :guilabel:`Internal Reference` of the product is in the " ":guilabel:`General Information` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:668 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 msgid "The :guilabel:`Weight` of the product must be more than `0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:669 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:707 msgid "" "The `correct `_" " :guilabel:`Tariff Fraction` of the product in the :guilabel:`Accounting` " "tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:671 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:709 msgid "" "The :guilabel:`UMT Aduana` corresponds to the :guilabel:`Tariff Fraction`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Product fields." +msgid "Required external trade product fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:677 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:716 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `01`, the correct " ":guilabel:`UMT Aduana` is `kg`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:679 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:718 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `06`, the correct " ":guilabel:`UMT Aduana` is `Units`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:683 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 msgid "Invoicing flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:724 msgid "" "Before creating an invoice, it is important to take into account that " "external trade invoices require to convert the amounts of your product into " -"USD. Therefore, we need to have :doc:`multicurrency enabled " -"` and activate " -"USD in the :guilabel:`Currencies` section. The correct :guilabel:`Service` " -"to run is :guilabel:`Mexican Bank`." +"USD. Therefore, :doc:`multicurrency " +"<../accounting/get_started/multi_currency>` **must** be enabled and *USD* " +"**must** be activated in the :guilabel:`Currencies` section. The correct " +":guilabel:`Service` to run is :guilabel:`Mexican Bank`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 msgid "" -"With the correct exchange rate set up in :menuselection:`Accounting --> " -"Settings --> Currency`, the only fields left are :guilabel:`Incoterm` and " -":guilabel:`Certificate Source` in the :guilabel:`Other Info` tab. The latter" -" is optional." +"Then, with the correct exchange rate set up in :menuselection:`Accounting " +"--> Settings --> Currency`, the only fields left are :guilabel:`Incoterm` " +"and the optional :guilabel:`Certificate Source` in the :guilabel:`Other " +"Info` tab." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "External Trade Other Info." +msgid "External trade Other Info tab of a product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:698 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:738 msgid "" -"Sign the invoice with the same process as a regular one: Press the " -":guilabel:`Process Now` button." +"Finally, sign the invoice with the same process as a regular invoice, and " +"click the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:701 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:742 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:703 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:744 msgid "" "A `Carta Porte `_ is a bill of lading: a document that states the type, quantity, " "and destination of goods being carried." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:747 msgid "" "On December 1st, 2021, version 2.0 of this CFDI was implemented for all " "transportation providers, intermediaries, and owners of goods. Odoo is able " -"to generate a document type \"T\" (Traslado) which, unlike other documents, " -"is created in a delivery order instead of an invoice or payment." +"to generate a document type \"T\" (Traslado), which, unlike other documents," +" is created in a delivery order instead of an invoice or payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:710 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 msgid "" -"Odoo can create XML and PDF files with or without ground transport and can " -"process materials that are treated as *Dangerous Hazards*." +"Odoo can create XML and PDF files with (or without) ground transport, and " +"can process materials that are treated as *Dangerous Hazards*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:713 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended`, " ":guilabel:`l10n_mx_edi_extended_40`, :guilabel:`l10n_mx_edi_stock` and " ":guilabel:`l10n_mx_edi_stock_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:717 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 msgid "" "In addition to this, it is necessary to have the :doc:`Inventory " -"` and :doc:`Sales " -"` apps configured." +"<../../inventory_and_mrp/inventory>` and :doc:`Sales <../../sales/sales>` " +"apps installed, as well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 msgid "" -"Odoo does not support Carta Porte type \"I\" (Ingreso), air, or marine " -"transport. Consult your accountant first if this feature is needed before " -"doing any modifications." +"Odoo does not support Carta Porte type document type \"I\" (Ingreso), air, " +"or marine transport. Consult your accountant first if this feature is needed" +" before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:728 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:768 msgid "Odoo manages two different types of CFDI:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:770 msgid "" -"**No Federal Highways**: It is used when the *Distance to Destination* is " -"`less than 30 KM " +"**No Federal Highways**: Is used when the *Distance to Destination* is `less" +" than 30 KM " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:732 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:772 msgid "" -"**Federal Transport**: It is used when the *Distance to Destination* exceeds" -" 30 KM." +"**Federal Transport**: Is used when the *Distance to Destination* exceeds 30" +" KM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:734 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:774 msgid "" -"Other than the standard requirements of regular invoicing (The RFC of the " -"customer, the UNSPSC code...), if you are using *No Federal Highways*, no " -"external configuration is needed." +"Other than the standard requirements of regular invoicing (The |RFC| of the " +"customer, the UNSPSC code, etc.), if you are using *No Federal Highways*, no" +" external configuration is needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:737 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:777 msgid "" "For *Federal Transport*, several configurations have to be added to " "contacts, vehicle setups, and products. Those configurations are added to " "the XML and PDF files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:781 msgid "Contacts and vehicles" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:743 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:783 msgid "" -"Like with the external trade feature, the address in both your company and " -"your final customer has to be complete. The zip code, city, and state must " -"coincide with the `Official SAT Catalog `_" +"Like the external trade feature, the :guilabel:`Address` in both the company" +" and the final customer must be complete. The :guilabel:`ZIP` code, " +":guilabel:`City`, and :guilabel:`State` must coincide with the `Official SAT" +" Catalog for Carta Porte _`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:748 -msgid "The field :guilabel:`Locality` is optional for both addresses." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:788 +msgid "The field, :guilabel:`Locality`, is optional for both addresses." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Contacts." +msgid "Delivery guide contact configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:795 msgid "" "The origin address used for the delivery guide is set in " ":menuselection:`Inventory --> Configuration --> Warehouses Management --> " @@ -24217,7 +24898,7 @@ msgid "" "change it according to your correct warehouse address." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:799 msgid "" "Another addition to this feature is the :guilabel:`Vehicle Setups` menu " "found in :menuselection:`Inventory --> Settings --> Mexico`. This menu lets " @@ -24225,153 +24906,170 @@ msgid "" "order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:803 msgid "All fields are mandatory to create a correct delivery guide." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:806 +msgid "" +"The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, " +"must contain between 5 to 7 characters." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:809 +msgid "" +"In the :guilabel:`Intermediaries` section, you must add the operator of the " +"vehicle. The only mandatory fields for this contact are the :guilabel:`VAT` " +"and :guilabel:`Operator Licence`." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Vehicle Configurations required fields." +msgid "Delivery guide vehicle configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:767 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:819 msgid "" -"In the :guilabel:`Intermediaries` section, you need to add the operator of " -"the vehicle. The only mandatory fields for this contact are the " -":guilabel:`VAT` and :guilabel:`Operator Licence`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:773 -msgid "" -"Like with regular invoicing, all products must have a :guilabel:`UNSPSC " +"Similar to regular invoicing, all products must have a :guilabel:`UNSPSC " "category`. In addition to this, there are two extra configurations for " "products involved in delivery guides:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:776 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 msgid "" "The :guilabel:`Product Type` must be set as :guilabel:`Storable Product` for" " stock movements to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:778 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 msgid "" "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` should have " -"more than 0." +"more than `0`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +msgid "" +"Creating a delivery guide of a product with the value `0` will trigger an " +"error. As the :guilabel:`Weight` has been already stored in the delivery " +"order, it is needed to return the products, and create the delivery order " +"(and delivery guide) again with the correct amounts." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Product Configurations." +msgid "Delivery guide product configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:784 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 msgid "Sales and inventory flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:786 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:838 msgid "" "To create a delivery guide, first, you need to create and confirm a sales " -"order. This generates a :guilabel:`Delivery` smart button. Press it and " -":guilabel:`Validate` the transfer." +"order from :menuselection:`Sales --> Sales Order`. This generates a " +":guilabel:`Delivery` smart button. Click it, and :guilabel:`Validate` the " +"transfer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:789 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 msgid "" -"After the status is set to :guilabel:`Done`, you can edit the transfer and " +"After the status is set to :guilabel:`Done`, you can edit the transfer, and " "select the :guilabel:`Transport Type` (either :guilabel:`No Federal " "Highways` or :guilabel:`Federal Transport`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:793 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:846 msgid "" "If your delivery guide has the type :guilabel:`No Federal Highways`, you can" -" save the transfer and then press :guilabel:`Generate Delivery Guide`. The " +" save the transfer, and then click :guilabel:`Generate Delivery Guide`. The " "resulting XML can be found in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:797 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:850 msgid "" "Other than the :guilabel:`UNSPSC` in all products, delivery guides that use " ":guilabel:`No Federal Highways` do not require any special configuration to " "be sent to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:800 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:853 msgid "" -"If your delivery guide has the type :guilabel:`Federal Transport`, the tab " -":guilabel:`MX EDI` appears. In there, write a value in :guilabel:`Distance " -"to Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle " -"Setup` used for this delivery." +"If your delivery guide has the type, :guilabel:`Federal Transport`, the tab " +":guilabel:`MX EDI` appears. There, enter a value in :guilabel:`Distance to " +"Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle Setup` " +"used for this delivery." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide MX EDI tab configuration." +msgid "Delivery guide MX EDI tab configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:808 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 msgid "Dangerous hazards" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:810 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 msgid "" "Certain values in the :guilabel:`UNSPSC Category` are considered in the " "`official SAT catalog " "`_" -" as dangerous hazards. These categories need additional considerations when " -"creating a delivery guide with :guilabel:`Federal Transport`." +" as *dangerous hazards*. These categories need additional considerations " +"when creating a delivery guide with :guilabel:`Federal Transport`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:815 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:869 msgid "" -"In the product, the fields :guilabel:`Hazardous Material Designation Code " -"(MX)` and :guilabel:`Hazardous Packaging (MX)` must be filled with the " -"correct code from the |SAT| catalog." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:818 -msgid "" -"In the vehicle setup, the data from the :guilabel:`Environment Insurer` and " -":guilabel:`Environment Insurance Policy` has to be filed too." +"First, select your product from :menuselection:`Inventory --> Products --> " +"Products`. Then, in the :guilabel:`Accounting` tab, the fields " +":guilabel:`Hazardous Material Designation Code (MX)` and " +":guilabel:`Hazardous Packaging (MX)` must be filled with the correct code " +"from the |SAT| catalog." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide environment required fields." +msgid "Delivery guide hazardous material product required fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:877 msgid "" -"After this, continue with the regular process to create a delivery guide." +"In :menuselection:`Inventory --> Settings --> Mexico --> Vehicle Setup`, the" +" data from the :guilabel:`Environment Insurer` and :guilabel:`Environment " +"Insurance Policy` has to be filed, as well. After this, continue with the " +"regular process to create a delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Delivery Guide environment insurer required fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 msgid "Customs numbers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:829 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:888 msgid "" "A *customs declaration* (Pedimento Aduanero) is a fiscal document that " "certifies that all contributions to the fiscal entity (the |SAT|) has been " -"paid, for the import/export of goods." +"paid for, including the import/export of goods." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:832 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 msgid "" "According to the `Annex 20 " "`_ of CFDI" " 4.0, in documents where the invoiced goods come from a first-hand import " -"operation, the field :guilabel:`Customs Number` needs to be added to all " +"operation, the field, :guilabel:`Customs Number`, needs to be added to all " "lines of products involved with the operation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:896 msgid "" -"For this, the module :guilabel:`l10n_mx_edi_landing` has to be installed, in" -" addition to the :doc:`Inventory " -"`, :doc:`Purchase " -"` and :doc:`Sales " -"` apps configured." +"To do so, the module :guilabel:`l10n_mx_edi_landing` must be installed, in " +"addition to the :doc:`Inventory <../../inventory_and_mrp/inventory>`, " +":doc:`Purchase <../../inventory_and_mrp/purchase>` and :doc:`Sales " +"<../../sales/sales>` apps." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:901 msgid "" "Do not confuse this feature with external trade. The customs numbers are " "directly related to importing goods, while the external trade complement is " @@ -24379,389 +25077,408 @@ msgid "" "needed before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:849 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:908 msgid "" "In order to track the correct customs number for a specific invoice, Odoo " "uses :doc:`landed costs " -"`." +"<../../inventory_and_mrp/inventory/management/reporting/integrating_landed_costs>`." " Go to :menuselection:`Inventory --> Configuration --> Settings --> " -"Valuation`. Make sure that :guilabel:`Landed Costs` is activated." +"Valuation`, and make sure that the :guilabel:`Landed Costs` feature is " +"activated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:854 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 msgid "" -"First, a *service*-type product called `Pedimento` has to be created. In the" -" :guilabel:`Purchase` tab, check :guilabel:`Is a Landed Cost` and select a " -":guilabel:`Default Split Method`." +"Begin by creating a *service*-type product called, `Pedimento`. In the " +":guilabel:`Purchase` tab, activate :guilabel:`Is a Landed Cost`, and select " +"a :guilabel:`Default Split Method`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:857 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 msgid "" -"After this, we need to configure the *storable products* that holds the " -"customs numbers. We need to make sure that the product category has the " -"following configuration:" +"Then, configure the *storable products* that hold the customs numbers. To do" +" so, create the storable products, and make sure the :guilabel:`Product " +"Category` has the following configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:860 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 msgid "" ":guilabel:`Costing Method`: Either :guilabel:`FIFO` or :guilabel:`AVCO`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:861 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:920 msgid ":guilabel:`Inventory Valuation`: :guilabel:`Automated`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:921 msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventario`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:863 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 msgid ":guilabel:`Stock Journal`: :guilabel:`Inventory Valuation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:923 msgid "" ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:865 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 msgid "" ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Storable products configurations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:871 -msgid "Purchase and sales flow" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:873 -msgid "" -"Create a :guilabel:`Purchase Order`, and confirm the order. This should " -"trigger a :guilabel:`Receipt` smart button. Validate the receipt too." +msgid "Storable products general configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs Number Purchase." +msgid "Storable product category configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:879 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:935 +msgid "Purchase and sales flow" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 msgid "" -"Go to :menuselection:`Inventory --> Operations --> Landed Costs` and create " -"a new record. Add the transfer that you just created, and both the product " -"`Pedimento` and :guilabel:`Customs number`." +"After you configure your product, follow the standard :doc:`purchase flow " +"<../../inventory_and_mrp/purchase>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:882 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:940 +msgid "" +"Create a purchase order from :menuselection:`Purchase --> Orders --> " +"Purchase Order`. Then, confirm the order to display a :guilabel:`Receipt` " +"smart button. Click on the :guilabel:`Receipt` smart button to " +":guilabel:`Validate` the receipt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:944 +msgid "" +"Go to :menuselection:`Inventory --> Operations --> Landed Costs`, and create" +" a new record. Add the transfer that you just created, and both: the product" +" `Pedimento` and :guilabel:`Customs number`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 msgid "" "Optionally, you can add a cost amount. After this, validate the landed cost." " Once :guilabel:`Posted`, all products related to that receipt have the " "customs number assigned." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:951 msgid "" -"You can only add the Pedimentos number once, so be careful when associating " -"the correct number with the transfer(s)." +"You can only add the *Pedimentos* number **once**, so be careful when " +"associating the correct number with the transfer(s)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs number Inventory." +msgid "Customs number on a landed costs Inventory record." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:958 msgid "" -"Now, create a sales order and confirm it. This should trigger a " +"Now, create a sales order, and confirm it. This should trigger a " ":guilabel:`Delivery` smart button. Validate it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:895 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:961 msgid "" -"Finally, create an invoice from the sales order and confirm it. The invoice " -"line related to your product has a customs number in it." +"Finally, create an invoice from the sales order, and confirm it. The invoice" +" line related to your product has a customs number in it. This number should" +" match the customs number added in the *Landed Costs* record you created " +"earlier." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Customs number on confirmed sales order product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:902 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:970 msgid "Electronic accounting" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:904 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:972 msgid "" "For Mexico, `Electronic Accounting " "`_ refers to the obligation to keep accounting records and " -"entries through electronic means and to enter accounting information on a " -"monthly basis through the SAT's website." +"entries through electronic means, and to enter accounting information on a " +"monthly basis, through the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:909 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:977 msgid "It consists of three main XML files:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:911 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:979 msgid "" "The updated list of the chart of accounts that you are currently using." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:912 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:980 msgid "" -"A monthly trial balance, plus a closing entry report also known as *Trial " +"A monthly trial balance, plus a closing entry report, also known as: *Trial " "Balance Month 13*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 msgid "" -"Either optional or for a compulsory audit, an export of the journal entries " -"in your general ledger." +"Either optional, or for a compulsory audit, an export of the journal entries" +" in your general ledger." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 msgid "" "The resulting XML files follow the requirements of the `Anexo Técnico de " "Contabilidad Electrónica 1.3 " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:987 msgid "" "In addition to this, you can generate the `DIOT " "`_: A report of vendor's " -"journal entries that involves IVA taxes that can be exported in :file:`.txt`" -" file." +"journal entries that involve IVA taxes that can be exported in a " +":file:`.txt` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:992 msgid "" "In order to use these reports, the modules :guilabel:`l10n_mx_reports`, " ":guilabel:`l10n_mx_reports_closing`, :guilabel:`l10n_mx_xml_polizas` and " ":guilabel:`l10n_mx_xml_polizas_edi` have to be installed, as well as the " -":doc:`Accounting `." +":doc:`Accounting <../accounting/get_started>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:929 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 msgid "" -"You can find all of those reports in :menuselection:`Accounting --> " -"Reporting --> Mexico`." +"You can find the *Chart of accounts*, *Trial Balance Month 13*, and *DIOT* " +"reports in :menuselection:`Accounting --> Reporting --> Mexico`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 msgid "" "The specific characteristics and obligations of the reports that you send " "might change according to your fiscal regime. Always contact your accountant" " before sending any documents to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 -msgid "Catálogo de cuentas (chart of accounts)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:939 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 msgid "" -"The :doc:`chart of accounts " -"` in México " -"follows a specific pattern based in SAT's `Código agrupador de cuentas " +"The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` " +"in México follows a specific pattern based on |SAT|'s' `Código agrupador de " +"cuentas " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:943 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1014 msgid "" -"You can create any account as long as it respects |SAT|'s encoding group, " -"This pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." +"You can create any account, as long as it respects |SAT|'s encoding group: " +"the pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 msgid "Some examples are `102.01.99` or `401.01.001`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:949 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1020 msgid "" -"When you create a new account in :menuselection:`Accounting --> " -"Configuration --> Chart of Accounts`, if you follow this pattern, you get " -"the correct grouping code in :guilabel:`Tags`, and your account appears in " -"the COA report." +"When a new account is created in :menuselection:`Accounting --> " +"Configuration --> Chart of Accounts`, with the |SAT| encoding group pattern," +" the correct grouping code appears in :guilabel:`Tags`, and your account " +"appears in the *COA* report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:953 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 msgid "" -"Once you created all your accounts, and made sure that you put the correct " -":guilabel:`Tags` in them." +"Once you create all your accounts, make sure the correct :guilabel:`Tags` " +"are added." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:956 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1027 msgid "" "You cannot use any pattern that ends a section with a 0 (such as " "`100.01.01`, `301.00.003` or `604.77.00`). This triggers errors in the " "report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:959 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1030 msgid "" -"Once all is set up, you can go to :menuselection:`Accounting --> Reporting " -"--> Mexico --> COA` and press the button :guilabel:`SAT (XML)`." +"Once everything is set up, you can go to :menuselection:`Accounting --> " +"Reporting --> Mexico --> COA`, and click the :guilabel:`SAT (XML)` button to" +" generate an XML file containing all of your accounts, which will be ready " +"to upload to the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:963 -msgid "Balanza de comprobación (trial balance)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:965 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 msgid "" "The trial balance reports the initial balance, credit, and total balance of " -"your accounts, provided that you added their correct encoding group." +"your accounts, provided that you added their correct :ref:`encoding group " +"`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:968 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1040 msgid "" -"This report can be generated monthly, and an XML file version is created if " -"you go to :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance` and press the button :guilabel:`SAT (XML)`. Select the month you " -"want to download beforehand." +"This report can be generated monthly, and a corresponding XML file is " +"created, if you go to :menuselection:`Accounting --> Reporting --> Mexico " +"--> Trial Balance`, and click the :guilabel:`SAT (XML)` button. Select the " +"month you want to download beforehand." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Report." +msgid "Trial balance report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:976 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1049 msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:978 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1051 msgid "" "An additional report is the *Month 13*: a closing balance sheet that shows " "any adjustments or movements made in the accounting to close the year." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1054 msgid "" -"In order to be able to generate this XML document, you have to go to " -":menuselection:`Accounting --> Accounting --> Miscellaneous --> Journal " -"Entries` and create a new document. Here, you can add all amounts that you " -"want to modify, and you can balance the debit and/or credit of each one." +"To generate this XML document, navigate to :menuselection:`Accounting --> " +"Accounting --> Miscellaneous --> Journal Entries`, and create a new " +"document. Here, add all amounts to modify, and balance the debit and/or " +"credit of each one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:985 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1058 msgid "" -"After this is done, press :guilabel:`Mark as Closing Entry`, and the report " +"After this is done, click :guilabel:`Mark as Closing Entry`, and the report " "found in :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance Month 13` contains the total amount of the year, plus all the " +"Balance Month 13`, contains the total amount of the year, plus all the " "additions of the journal entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:989 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1062 msgid "" -"You can generate the XML file by pressing the button :guilabel:`SAT (XML)`." +"The XML file is generated by pressing the :guilabel:`SAT (XML)` button." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Month 13 Setup." +msgid "Trial Balance Month 13 setup." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:995 -msgid "Pólizas (general ledger)" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Trial Balance Month 13 report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1075 msgid "" -"By law, all transactions in Mexico must be recorded digitally. Because Odoo " +"By law, all transactions in Mexico must be recorded digitally. Since Odoo " "automatically creates all the underlying journal entries of your invoicing " -"and payments, you can export your journal entries to comply with SAT's " -"audits or tax refunds." +"and payments, you can export your journal entries to comply with |SAT|'s " +"audits and/or tax refunds." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1080 msgid "" -"This XML file is created in :menuselection:`Accounting --> Reporting --> " -"Audit Reports --> General Ledger`." +"You can filter by period, or by journal, according to your current needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1005 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 msgid "" -"You can filter by period or by journal, according to your current needs." +"To create the XML, go to :menuselection:`Accounting --> Reporting --> Audit " +"Reports --> General Ledger`, and click :guilabel:`XML (Polizas)`. Here, you " +"can select between four types of :guilabel:`Export` types:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1007 -msgid "" -"After you press :guilabel:`XML (Polizas)`, a wizard appears. In here, you " -"can select between four types of :guilabel:`Export type`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1086 +msgid ":guilabel:`Tax audit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1087 +msgid ":guilabel:`Audit certification`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1088 +msgid ":guilabel:`Return of goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1089 +msgid ":guilabel:`Compensation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1091 msgid "" -"For :guilabel:`Tax audit` or :guilabel:`Audit certification`, you need to " -"write the :guilabel:`Order Number` provided by the |SAT| for " -":guilabel:`Return of goods` or :guilabel:`Compensation`, you need to write " +"For :guilabel:`Tax audit`, or :guilabel:`Audit certification`, you need to " +"write the :guilabel:`Order Number` provided by the |SAT|. For " +":guilabel:`Return of goods`, or :guilabel:`Compensation`, you need to write " "your :guilabel:`Process Number`, also provided by the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Types of Polizas." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1097 msgid "" "If you want to see this report without sending it, use `ABC6987654/99` for " ":guilabel:`Order Number` and `AB123451234512` for :guilabel:`Process " "Number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1022 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1101 msgid "DIOT report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1103 msgid "" "The DIOT (Declaración Informativa de Operaciones con Terceros / *Informative" " Declaration of Operations with Third Parties*) is an additional obligation " -"with the |SAT|, where we give the current status of our creditable and non-" -"creditable payments, withholdings and refunds of VAT from your vendor bills." +"with the |SAT|, where the current status of creditable and non-creditable " +"payments, withholdings, and refunds of VAT from your vendor bills, are " +"provided to the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1029 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1108 msgid "" -"Unlike other reports, this is uploaded to a software provided by the |SAT| " -"that contains the A-29 form. In Odoo, you can download the records of your " -"transactions in a :file:`.txt` file that you can upload to the form, " +"Unlike other reports, the |DIOT| is uploaded to a software provided by the " +"|SAT| that contains the A-29 form. In Odoo, you can download the records of " +"your transactions as a :file:`.txt` file that can be uploaded to the form, " "avoiding direct capture of this data." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1033 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1112 msgid "" -"This file contains the total amount of your payments registered in vendor " -"bills, broken down into the corresponding types of IVA. The :guilabel:`VAT` " -"and :guilabel:`Country` is mandatory for all vendors." +"The transactions file contains the total amount of your payments registered " +"in vendor bills, broken down into the corresponding types of IVA. The " +":guilabel:`VAT` and :guilabel:`Country` is mandatory for all vendors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1116 msgid "" -"To get the report, go to :menuselection:`Accounting --> Reports --> Mexico " -"--> Transactions with third parties [DIOT]`. Select the month that suits " -"you, and press :guilabel:`DIOT (TXT)` to download the :file:`.txt` file." +"To get the |DIOT| report, go to :menuselection:`Accounting --> Reports --> " +"Mexico --> Transactions with third parties [DIOT]`. Select the month that " +"suits you, and click :guilabel:`DIOT (TXT)` to download the :file:`.txt` " +"file." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example." +msgid "A Vendor Bill that is In Payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1045 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "DIOT (TXT) download button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1129 msgid "" -"You need to fill the field :guilabel:`L10N Mx Type of Operation` in the " +"You need to fill the field, :guilabel:`L10N Mx Type of Operation`, in the " ":guilabel:`Accounting` tab of each one of your vendors to prevent validation" " errors. Make sure that your foreign customers have their country set up for" " :guilabel:`L10N Mx Nationality` to appear automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example contact." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:0 +msgid "DIOT information on a vendor contact." msgstr "" #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:3 @@ -25712,7 +26429,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:21 msgid "Saudi Arabia - E-invoicing" -msgstr "" +msgstr "ประเทศซาอุดิอาระเบีย - ใบแจ้งหนี้อิเล็กทรอนิกส์" #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:22 msgid "`l10n_sa_edi`" @@ -25748,7 +26465,7 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:30 msgid "Saudi Arabia - Point of Sale" -msgstr "" +msgstr "ประเทศซาอุดิอาระเบีย - การขายหน้าร้าน" #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:31 msgid "`l10n_sa_pos`" @@ -27493,7 +28210,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 #: ../../content/applications/finance/payment_acquirers/ogone.rst:9 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:93 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:98 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 msgid ":ref:`payment_acquirers/add_new`" @@ -27505,7 +28222,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:51 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:162 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:167 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 #: ../../content/applications/finance/payment_acquirers/stripe.rst:133 msgid ":doc:`../payment_acquirers`" @@ -28391,7 +29108,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:99 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:95 msgid "Settings in Odoo" msgstr "" @@ -28425,10 +29142,19 @@ msgid "" msgstr "" #: ../../content/applications/finance/payment_acquirers/paypal.rst:9 +msgid "" +"While PayPal is available in `over 200 countries/regions " +"`_, only `a selection " +"of currencies are supported " +"`_." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/paypal.rst:14 msgid "Settings in PayPal" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:16 msgid "" "To access your PayPal account settings, log into PayPal, open the " ":guilabel:`Account Settings`, and open the :guilabel:`Website payments` " @@ -28439,24 +29165,24 @@ msgstr "" msgid "PayPal account menu" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:19 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:24 msgid "" "Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return " "`, :ref:`PDT `, and :ref:`IPN ` " "**must** all be enabled." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:25 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:30 msgid "Auto Return" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:27 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:32 msgid "" "The **Auto Return** feature automatically redirects customers to Odoo once " "the payment is processed." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:29 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:34 msgid "" "From :guilabel:`Website payments`, go to :menuselection:`Website preferences" " --> Update --> Auto return for website payments --> Auto return` and select" @@ -28465,17 +29191,17 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:35 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 msgid "" "Any URL does the job. Odoo only needs the setting to be enabled since it " "uses another URL." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:45 msgid "Payment Data Transfer (PDT)" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:42 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 msgid "" ":abbr:`PDT (Payment Data Transfer)` allows to receive payment confirmations," " displays the payment status to the customers, and verifies the authenticity" @@ -28483,7 +29209,7 @@ msgid "" "scroll down to :guilabel:`Payment data transfer` and select :guilabel:`On`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:52 msgid "" "PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return " "` and :ref:`Payment Data Transfer (PDT) ` " @@ -28491,11 +29217,11 @@ msgid "" ":guilabel:`Payment data transfer` to display the token again." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:54 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:59 msgid "Instant Payment Notification (IPN)" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:56 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:61 msgid "" ":abbr:`IPN (Instant Payment Notifications)` is similar to **PDT**, but " "allows for more notifications, such as chargeback notifications. To enable " @@ -28505,11 +29231,11 @@ msgid "" "(Enabled)`, and :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:63 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:68 msgid "PayPal Account Optional" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:65 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:70 msgid "" "We advise not to prompt customers to log in with a PayPal account upon " "payment. It is better and more accessible for customers to pay with a " @@ -28518,11 +29244,11 @@ msgid "" ":guilabel:`PayPal account optional`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:71 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:76 msgid "Payment Messages Format" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:73 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:78 msgid "" "If you use accented characters (or anything other than primary Latin " "characters) for customer names or addresses, then you **must** configure the" @@ -28530,7 +29256,7 @@ msgid "" "not, some transactions fail without notice." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:77 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 msgid "" "To do so, go to `your production account `_. Then, click " @@ -28538,7 +29264,7 @@ msgid "" ":guilabel:`UTF-8`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:87 msgid "" "For Encrypted Website Payments & EWP_SETTINGS error, please check the " "`Paypal documentation `_." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:85 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 msgid "" "Configure your :ref:`Paypal Sandbox account `, then follow " "this `link Configuration --> Payment " @@ -28566,36 +29292,36 @@ msgid "" "credentials in the :guilabel:`Credentials` tab:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:102 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 msgid ":guilabel:`Email`: the login email address in Paypal;" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:103 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:108 msgid "" ":guilabel:`PDT Identity Token`: the key used to verify the authenticity of " "transactions;" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:104 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 msgid ":guilabel:`Use IPN`: enable for PayPal to work properly in Odoo." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:112 msgid "Save the :guilabel:`PDT Identity Token` for later use." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:114 msgid "" "To set the :guilabel:`PDT Identity Token`, switch to :ref:`developer mode " "` and retrieve the token by following the configuration " "steps at :ref:`paypal/pdt`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:113 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:118 msgid "The PayPal **Merchant ID** is not required in Odoo." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:115 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 msgid "" "If you are trying PayPal as a test, using a :ref:`PayPal Sandbox account " "`, change the :guilabel:`State` to :guilabel:`Test Mode`. We" @@ -28603,31 +29329,31 @@ msgid "" "database." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:125 msgid "Extra fees" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:122 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:127 msgid "" "You can charge **extra fees** to customers choosing to pay with PayPal in " "order to cover the transaction fees PayPal charges you. Once redirected to " "Paypal, your customer sees an extra amount applied to the order amount." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:126 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 msgid "" "To activate this option, go to :menuselection:`Accounting --> Configuration " "--> Payment Acquirers` and select :guilabel:`PayPal`. Then, go to the " ":guilabel:`Fees` tab and tick the :guilabel:`Add Extra Fees` box." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:136 msgid "" "You can refer to `Paypal Fees `_ to set up fees." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:133 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:138 msgid "" "`Traders in the EU " "`_ using " "your PayPal credentials, which creates two sandbox accounts:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:148 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 msgid "" "A business account (to use as merchants, e.g., " "`pp.merch01-facilitator@example.com " "`_);" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:150 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:155 msgid "" "A default personal account (to use as shoppers, e.g., " "`pp.merch01-buyer@example.com `_)." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:158 msgid "" "Log into PayPal sandbox using the merchant account and follow the same " "configuration instructions. Enter your sandbox credentials in Odoo " @@ -28674,7 +29400,7 @@ msgid "" "rather than your main database." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:159 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:164 msgid "Run a test transaction from Odoo using the sandbox personal account." msgstr "" diff --git a/locale/th/LC_MESSAGES/general.po b/locale/th/LC_MESSAGES/general.po index 259368ec0..3d07be51c 100644 --- a/locale/th/LC_MESSAGES/general.po +++ b/locale/th/LC_MESSAGES/general.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" "Last-Translator: Rasareeyar Lappiam, 2023\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" @@ -1068,7 +1068,7 @@ msgstr "" #: ../../content/applications/general/digest_emails.rst:3 msgid "Digest Emails" -msgstr "" +msgstr "อีเมลสรุป" #: ../../content/applications/general/digest_emails.rst:5 msgid "" @@ -1234,7 +1234,7 @@ msgstr "" #: ../../content/applications/general/digest_emails.rst:85 msgid "Connected Users" -msgstr "" +msgstr "ผู้ใช้ที่เชื่อมต่อ" #: ../../content/applications/general/digest_emails.rst:85 msgid "`kpi_res_users_connected_value`" @@ -1242,7 +1242,7 @@ msgstr "" #: ../../content/applications/general/digest_emails.rst:87 msgid "Messages Sent" -msgstr "" +msgstr "ส่งข้อความแล้ว" #: ../../content/applications/general/digest_emails.rst:87 msgid "`kpi_mail_message_total_value`" @@ -3897,7 +3897,7 @@ msgstr "" msgid "" "In-App Purchases (IAP) gives access to additional services through Odoo. For" " instance, it allows you to send SMS Text Messages or to send Invoices by " -"post directly from my database." +"post directly from your database." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:9 @@ -3907,14 +3907,14 @@ msgstr "" #: ../../content/applications/general/in_app_purchase.rst:11 msgid "" "Each IAP Service relies on prepaid credits to work and has its own pricing. " -"To consult my current balance or to recharge my account, go to " +"To consult your current balance or to recharge your account, go to " ":menuselection:`Settings --> Odoo IAP --> View my Services`." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:19 msgid "" -"If I am on Odoo Online and have the Enterprise version, I benefit from free " -"credits to test our IAP features." +"If you are on Odoo Online and have the Enterprise version, you benefit from " +"free credits to test our IAP features." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:23 @@ -3942,10 +3942,10 @@ msgstr "" #: ../../content/applications/general/in_app_purchase.rst:40 msgid "" -"The IAP Portal is a platform regrouping my IAP Services. It is accessible " +"The IAP Portal is a platform regrouping your IAP Services. It is accessible " "from :menuselection:`Settings app --> Odoo IAP --> View my Services`. From " -"there, I can view my current balance, recharge my credits, review my " -"consumption and set a reminder to when credits are low." +"there, you can view your current balance, recharge your credits and set a " +"reminder when your balance falls below a threshold." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:48 @@ -3954,46 +3954,12 @@ msgstr "" #: ../../content/applications/general/in_app_purchase.rst:50 msgid "" -"To be notified when it’s time to recharge my credits, I’ll go to my IAP " -"Portal through :menuselection:`Settings app --> Odoo IAP --> View my " -"Services`, unfold a service and mark the Receive threshold warning option. " -"Then, I’ll provide a minimum amount of credits and email addresses. Now, " -"every time that the limit is reached, an automatic reminder will be sent to " -"by email!" -msgstr "" - -#: ../../content/applications/general/in_app_purchase.rst:60 -msgid "IAP services available" -msgstr "" - -#: ../../content/applications/general/in_app_purchase.rst:62 -msgid "" -"Different services are available depending on the hosting type of your " -"Database:" -msgstr "" - -#: ../../content/applications/general/in_app_purchase.rst:64 -msgid "" -"*Odoo Online*: only the IAP services provided by Odoo can be used (i.e. the " -"SMS, Snailmail, Reveal and Partner Autocomplete features);" -msgstr "" - -#: ../../content/applications/general/in_app_purchase.rst:66 -msgid "" -"*Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by " -"Odoo and by third-party apps can be used." -msgstr "" - -#: ../../content/applications/general/in_app_purchase.rst:70 -msgid "Offering my own services" -msgstr "" - -#: ../../content/applications/general/in_app_purchase.rst:72 -msgid "" -"I am more than welcome to offer my own IAP services through Odoo Apps! It is" -" the perfect opportunity to get recurring revenue for an ongoing service use" -" rather than — and possibly instead of — a sole initial purchase. Please, " -"find more information at: :doc:`/developer/howtos/provide_iap_services`." +"To be notified when it’s time to recharge your credits, you can go to your " +"IAP Portal through :menuselection:`Settings app --> Odoo IAP --> View my " +"Services`, unfold a service and check the Receive threshold warning option. " +"Then, you can provide a minimum amount of credits and email addresses. Now, " +"every time that the limit is reached, an automatic reminder will be sent by " +"email!" msgstr "" #: ../../content/applications/general/users.rst:5 @@ -4746,7 +4712,7 @@ msgstr "" #: ../../content/applications/general/users/portal.rst:20 msgid "subscriptions" -msgstr "" +msgstr "การสมัครสมาชิก" #: ../../content/applications/general/users/portal.rst:23 msgid "" diff --git a/locale/th/LC_MESSAGES/inventory_and_mrp.po b/locale/th/LC_MESSAGES/inventory_and_mrp.po index 8f5e8f858..ba8e2dd80 100644 --- a/locale/th/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/th/LC_MESSAGES/inventory_and_mrp.po @@ -9,17 +9,17 @@ # Martin Trigaux, 2023 # Odoo Thaidev , 2023 # Wichanon Jamwutthipreecha, 2023 -# Wil Odoo, 2023 # Rasareeyar Lappiam, 2023 +# Wil Odoo, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:48+0000\n" -"Last-Translator: Rasareeyar Lappiam, 2023\n" +"Last-Translator: Wil Odoo, 2023\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -281,38 +281,50 @@ msgstr "" msgid "GS1 barcode nomenclature" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 msgid "" -"`GS1 nomenclature `_ consolidates multiple pieces of" -" information in a single barcode. Each piece needs to follow a specific " -"barcode pattern—which is a defined format of numbers, letters, special " -"characters, and character length—to ensure proper interpretation of the " -"barcode. By scanning the barcode on an unopened box, GS1 nomenclature can " -"identify the product, lot number, number of units contained, and more." +"`GS1 nomenclature `_ consolidates various product " +"and supply chain data into a single barcode. Odoo takes in `unique Global " +"Trade Item Numbers `_ (GTIN), " +"purchased by businesses, to enable global shipping, sales, and eCommerce " +"product listing." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:17 +msgid "" +"Configure GS1 nomenclature to scan barcodes of sealed boxes and identify " +"essential product information, such as |GTIN|, lot number, quantity " +"information, and more." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +msgid "" +"|GTINs| are unique product identification that **must** be `purchased from " +"GS1 `_ to use GS1 barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:25 msgid "" "`All GS1 barcodes `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:26 msgid "" ":ref:`Odoo's default GS1 rules `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:27 msgid "" ":ref:`Why's my barcode not working? `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:32 msgid "Set up barcode nomenclature" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:34 msgid "" "To use GS1 nomenclature, navigate to the :menuselection:`Inventory app --> " "Configuration --> Settings`. Then under the :guilabel:`Barcode` section, " @@ -323,472 +335,121 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 msgid "" -"Choose GS1 from dropdown and click the internal link to see the list of GS1 " +"Choose GS1 from dropdown and click the external link to see the list of GS1 " "rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:43 msgid "" -"To view and edit a list of GS1 *rules* and *barcode patterns* Odoo supports " -"by default, click the :guilabel:`➡️ (External link)` icon to the right of " -"the :guilabel:`Barcode Nomenclature` selection." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:33 -msgid "" -"Opening the pop-up table provides an editable view of GS1 :guilabel:`Rule " -"Names` available in Odoo. The table contains all the information that can be" -" condensed with a GS1 barcode, along with the corresponding " -":guilabel:`Barcode Pattern`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:38 -msgid "" -"After setting GS1 as the barcode nomenclature, :menuselection:`Barcode " -"Nomenclatures` can also be accessed by first enabling :ref:`developer mode " -"`. Navigate to :menuselection:`Inventory app --> " -"Configuration --> Barcode Nomenclatures` and finally, select " -":guilabel:`Default GS1 Nomenclature`." +"The list of GS1 *rules* and *barcode patterns* Odoo supports by default is " +"accessible by clicking the :guilabel:`➡️ (arrow)` icon to the right of the " +":guilabel:`Barcode Nomenclature` selection." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:46 -msgid "Use GS1 barcode" +msgid "" +"In the :guilabel:`Open: Nomenclature` pop-up table, view and edit the GS1 " +":guilabel:`Rule Names` available in Odoo. The table contains all the " +"information that can be condensed with a GS1 barcode, along with the " +"corresponding :guilabel:`Barcode Pattern`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:51 msgid "" -"To build GS1 barcodes in Odoo, combine multiple pieces of information using " -"the specified barcode pattern. The `application identifier " -"`_ (A.I.) " -"serves as the universal prefix for GS1 for barcode identification. Odoo uses" -" regular expressions to describe barcode patterns concisely. Each barcode " -"pattern begins with a required 2-4 digit :abbr:`A.I. (application " -"identifier)`, which corresponds to the rule defined in the system's " -":ref:`barcode nomenclature list `. By including the appropriate :abbr:`A.I. (application " -"identifier)` from the list, Odoo can accurately interpret GS1 barcodes. " -"While most barcode patterns have a flexible length, some specific patterns, " -"such as barcodes for dates, have defined length requirements." +"After setting GS1 as the barcode nomenclature, the :menuselection:`Barcode " +"Nomenclatures` settings can also be accessed by a hidden menu that's " +"discoverable after enabling :ref:`developer mode `. Once " +"enabled, navigate to the :menuselection:`Inventory app --> Configuration -->" +" Barcode Nomenclatures` menu and finally, select :guilabel:`Default GS1 " +"Nomenclature`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:60 -msgid "" -"Use the FNC1 separator (`\\x1D`) to end the barcode without needing to reach" -" the maximum character length." +msgid "Use GS1 barcodes in Odoo" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:62 msgid "" -"Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " -"and rules to follow. Otherwise, the following section contains examples of " -"how to generate a barcode for common items in a warehouse." +"For product identification using GS1 barcodes in Odoo, businesses obtain a " +"`unique GTIN `_ as an " +"internationally distinct product identifier purchased from GS1. This |GTIN| " +"is combined with specific product details following GS1's designated " +"*barcode pattern*. The barcode pattern's arrangement of numbers and letters " +"must adhere to GS1 conventions for accurate interpretation by global systems" +" along the supply chain." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:68 -msgid "Product + quantity + lot" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:70 msgid "" -"To build a GS1 barcode for a box that contains a product, number of units in" -" it, and the lot number, the following barcode patterns are used:" +"Every barcode starts with a 2-4 digit `application identifier " +"`_ (A.I.). " +"This required prefix universally indicates what kind of information the " +"barcode contains. Odoo follows GS1 rules for identifying information, as " +"detailed in the :ref:`default GS1 rules list `. Including the relevant |AI| from the list enables " +"Odoo to correctly interpret GS1 barcodes. While most barcode patterns have a" +" fixed length requirement, certain ones, such as lots and serial numbers, " +"have flexible length." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Name" -msgstr "ชื่อ" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Rule Name" -msgstr "ชื่อกฎ" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "A.I." +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:77 +msgid "" +"For flexible-length barcode patterns not placed at the end of the GS1 " +"barcode, use the FNC1 separator (`\\\\x1D`) to end the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Barcode Pattern" -msgstr "รูปแบบบาร์โค้ด" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Field in Odoo" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:80 +msgid "" +"Example: The barcode pattern for lot numbers is 20 characters long. Instead " +"of creating a 20-character lot number barcode, like `LOT00000000000000001`, " +"use the FNC1 separator to make it shorter: `LOT001\\x1D`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "Product" -msgstr "สินค้า" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "Global Trade Item Number (GTIN)" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:84 +msgid "" +"Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " +"and rules to follow. Otherwise, refer to :ref:`this GS1 usage doc " +"` for specific examples of combining |GTIN| to" +" product information and configuring the workflow." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "01" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "(01)(\\\\d{14})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid ":guilabel:`Barcode` field on product form" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 -msgid "Quantity" -msgstr "ปริมาณ" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "Variable count of items" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -msgid "30" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "(30)(\\\\d{0,8})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid ":guilabel:`Units` field on transfer form" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "Lot Number" -msgstr "หมายเลขล็อต" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -msgid "Batch or lot number" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "10" -msgstr "10" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid ":guilabel:`Lot` on Detailed Operations pop-up" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:88 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 -#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:9 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:42 -#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 -msgid "Configuration" -msgstr "การกำหนดค่า" - #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:90 -msgid "" -"To track products using lots, first enable the :ref:`Lots and Serial Numbers" -" ` feature. To do so, navigate " -"to :menuselection:`Inventory app --> Configuration --> Settings`. Next, " -"under the :guilabel:`Traceability` heading, check the box for " -":guilabel:`Lots & Serial Numbers`." +msgid ":ref:`Lots workflow `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:91 +msgid ":ref:`Non-unit quantities workflow `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:96 +msgid "Create rules" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:98 msgid "" -"Then, set up the product barcode by navigating to the intended product form " -"in :menuselection:`Inventory app --> Products --> Products` and selecting " -"the product. On the product form, click :guilabel:`Edit`. Then, in the " -":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " -"with the 14-digit `Global Trade Item Number (GTIN) " -"`_, which is a universal and " -"unique identifying number from GS1." +"GS1 rules are a specific format of information contained in the barcode, " +"beginning with an |AI| and containing a defined length of characters. " +"Scanning GS1 barcodes from the :ref:`default GS1 list " +"` auto-fills corresponding" +" data in the Odoo database." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:103 msgid "" -"On the product form, omit the :abbr:`A.I. (application identifier)` `01` for" -" GTIN product barcode pattern, as it is only used to encode multiple " -"barcodes into a single barcode that contains detailed information about the " -"package contents." +"Adding GS1 barcode rules in Odoo ensures accurate interpretation of unique, " +"non-standard GS1 formats." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:106 msgid "" -"To create a barcode for the product, `Fuji Apple`, enter the 14-digit GTIN " -"`12345678901231` in the :guilabel:`Barcode` field on the product form." +"To do so, begin by turning on :ref:`developer mode ` and " +"navigating to the :guilabel:`Barcode Nomenclatures` list in " +":menuselection:`Inventory app --> Configuration --> Barcode Nomenclatures`. " +"Then, select the :guilabel:`Default GS1 Nomenclature` list item." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Enter 14-digit GTIN into the Barcode field on product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:116 -msgid "" -"It is also possible to view a list of all products and barcodes. To access " -"this list, go to :menuselection:`Inventory --> Configuration --> Settings`. " -"Under the :guilabel:`Barcode` heading, click on the :guilabel:`Configure " -"Product Barcodes` button under the :guilabel:`Barcode Scanner` section. " -"Enter the 14-digit GTIN into the :guilabel:`Barcode` column, then click " -":guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "View the Product Barcodes page from inventory settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 -msgid "" -"Next, enable lots and serial number tracking on the product. Select the " -":guilabel:`Inventory` tab on the product form. Under :guilabel:`Tracking`, " -"choose the :guilabel:`By Lots` radio button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "" -"Enable product tracking by lots in the \"Inventory\" tab of the product " -"form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:136 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:198 -msgid "Scan barcode on receipt" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 -msgid "" -"To ensure accurate lot interpretation in Odoo on product barcodes scanned " -"during a receipt operation, navigate to the :menuselection:`Barcode` app to " -"manage the :ref:`receipt picking process `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 -msgid "" -"From the :guilabel:`Barcode Scanning` dashboard, click the " -":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " -"the list of vendor receptions to process. Receipts generated from :abbr:`POs" -" (Purchase Orders)` are listed, but new receipt operations can also be " -"created directly through the :menuselection:`Barcode` app using the " -":guilabel:`Create` button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:147 -msgid "" -"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" -" product barcodes and lot numbers with a barcode scanner. The scanned " -"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " -"open a window and manually enter quantities for specific lot numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:153 -msgid "" -"After placing a :abbr:`PO (Purchase Order)` for 50 apples, navigate to the " -"associated receipt. Scan the product barcode, and Odoo will prompt for the " -"lot number." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "" -"Scan the barcode for a product on the reception picking page in the " -"*Barcode* app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:160 -msgid "" -"Scan the lot number to process 1 of 50 apples. To avoid scanning 49 " -"remaining barcodes, click the :guilabel:`✏️ (pencil)` button next to the " -"desired lot number." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan lot number and click the pencil to edit quantities." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:167 -msgid "" -"Doing so opens a mobile-friendly keypad page to specify received quantities." -" Use the keypad to specify the :guilabel:`Units` for the lot number. When " -"finished, click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Change scanned quantities using pencil button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:174 -msgid "" -"Repeat this process to specify additional lot numbers and quantities in this" -" receipt. Once the :guilabel:`Units` are all accounted for, finish the " -"reception by clicking the :guilabel:`Validate` button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:178 -msgid "" -"Alternatively, scan the barcode containing the product, lot number, and " -"quantity to complete the receipt operation in fewer steps." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:182 -msgid "Product + non-unit quantity" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:184 -msgid "" -"To build a GS1 barcode that contains products measured in a non-unit " -"quantity, like kilograms, for example, the following barcode patterns are " -"used:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "Quantity in kilograms" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "310[0-5]" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -msgid "(310[0-5])(\\\\d{6})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 -msgid "" -"To confirm that quantities are correctly interpreted in Odoo, place an order" -" in the *Purchase* app using the appropriate unit of measure " -"(:guilabel:`UoM`) for the quantity of products to be purchased." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:205 -msgid "" -":ref:`Simplify vendor unit conversions with UoMs `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:207 -msgid "" -"After the order is placed, navigate to the :menuselection:`Barcode` app to " -":ref:`receive the vendor shipment `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 -msgid "" -"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " -"peaches by scanning the barcode. If `52.1 / 52.1` :guilabel:`kg` appears on " -"the page, this means the reception was processed without issue. Finally, " -"press :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 -msgid "" -"Note: the :abbr:`A.I. (application identifier)` for kilograms, `310` + `1`, " -"was used to represent `52.1` kg as a barcode: `000521`. This is because the " -"`1` represents how many digits from the right to place the decimal point." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan barcode screen for a reception operation in the Barcode app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 -msgid "" -"For additional verification purposes, the quantities of received products " -"are also recorded on the :guilabel:`Product Moves` report, accessible by " -"navigating to :menuselection:`Inventory app --> Reporting --> Product " -"Moves`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:227 -msgid "" -"The items on the :guilabel:`Product Moves` report are grouped by product by " -"default. To confirm the received quantities, click on a product line to open" -" its collapsible drop-down menu, which displays a list of *stock move lines*" -" for the product. The latest stock move matches the warehouse reception " -"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " -"scan, demonstrating that the records processed in the *Barcode* app were " -"properly stored in *Inventory*." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "Reception stock move record for 52.1 kg of peaches." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:240 -msgid "Create rules" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:242 -msgid "" -"If a supplier uses a GS1 barcode with a field not supported by Odoo's " -":ref:`default GS1 list `, " -"Odoo will fail to interpret the entire barcode. To ensure the complete " -"reading of the barcode, it is necessary to add the missing barcode to Odoo's" -" list." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:248 -msgid "" -"While the new field will be read, the information won't link to an existing " -"field in Odoo without developer customizations. However, adding new rules is" -" still useful to ensure the rest of the fields in the barcode are " -"interpreted correctly." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:252 -msgid "" -"Begin by turning on :ref:`developer mode ` and navigating to" -" the :guilabel:`Barcode Nomenclatures` list in :menuselection:`Inventory app" -" --> Configuration --> Barcode Nomenclatures`. Then, select the " -":guilabel:`Default GS1 Nomenclature` list item." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:110 msgid "" "On the :guilabel:`Default GS1 Nomenclature` page, select :guilabel:`Add a " "line` at the bottom of the table, which opens a window to create a new rule." @@ -804,24 +465,24 @@ msgid "" "about the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:266 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:120 msgid "" "After filling in the information, click the :guilabel:`Save & New` button to" " make another rule or click :guilabel:`Save & Close` to save and return to " "the table of rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:126 msgid "Barcode troubleshooting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:274 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 msgid "" "Since GS1 barcodes are challenging to work with, here are some checks to try" " when the barcodes are not working as expected:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:277 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:131 msgid "" "Ensure that the :guilabel:`Barcode Nomenclature` setting is set as " ":menuselection:`Default GS1 Nomenclature`. Jump to the :ref:`nomenclature " @@ -829,7 +490,7 @@ msgid "" "details." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:280 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:134 msgid "" "Ensure that the fields scanned in the barcode are enabled in Odoo. For " "example, to scan a barcode containing lots and serial numbers, make sure the" @@ -838,7 +499,7 @@ msgid "" "`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:284 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 msgid "" "Omit punctuation such as parentheses `()` or brackets `[]` between the " ":abbr:`A.I. (Application Identifier)` and the barcode sequence. These are " @@ -847,7 +508,7 @@ msgid "" " to :ref:`this section `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:288 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 msgid "" "When a single barcode contains multiple encoded fields, Odoo requires all " "rules to be listed in the barcode nomenclature for Odoo to read the barcode." @@ -855,11 +516,39 @@ msgid "" "add new rules in the barcode nomenclature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:295 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:146 +msgid "" +"Test barcodes containing multiple encoded fields, piece by piece, to figure " +"out which field is causing the issue." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:150 +msgid "" +"When testing a barcode containing the |GTIN|, lot number, and quantity, " +"start by scanning the |GTIN| alone. Then, test the |GTIN| with the lot " +"number, and finally, try scanning the whole barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:154 +msgid "" +"After diagnosing the encoded field is unknown, :ref:`add new rules " +"` to Odoo's default list to recognize " +"GS1 barcodes with unique specifications." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:159 +msgid "" +"While the new field will be read, the information won't link to an existing " +"field in Odoo without developer customizations. However, adding new rules is" +" necessary to ensure the rest of the fields in the barcode are interpreted " +"correctly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:166 msgid "GS1 nomenclature list" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:297 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:168 msgid "" "The table below contains Odoo's default list of GS1 rules. Barcode patterns " "are written in regular expressions. Only the first three rules require a " @@ -867,299 +556,793 @@ msgid "" "final character." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Rule Name" +msgstr "ชื่อกฎ" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Type" msgstr "ประเภท" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Barcode Pattern" +msgstr "รูปแบบบาร์โค้ด" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "GS1 Content Type" msgstr "ประเภทเนื้อหา GS1" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Odoo field" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Serial Shipping Container Code" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package" msgstr "แพ็คเกจ" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "(00)(\\\\d{18})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "Numeric identifier" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package name" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Global Trade Item Number (GTIN)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Unit Product" msgstr "หน่วยสินค้า" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "(01)(\\\\d{14})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid ":guilabel:`Barcode` field on product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "GTIN of contained trade items" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "(02)(\\\\d{14})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Packaging" msgstr "การบรรจุหีบห่อ" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "Ship to / Deliver to global location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Destination location" msgstr "ตำแหน่งปลายทาง" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "(410)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Ship / Deliver for forward" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "(413)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Source location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "I.D. of a physical location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 msgid "Location" msgstr "สถานที่" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "(414)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Batch or lot number" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Lot" msgstr "ล็อต" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 msgid "(10) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Alpha-numeric name" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Serial number" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "(21) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging Date" msgstr "วันที่บรรจุภัณฑ์" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "(13)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Date" msgstr "วันที่" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Pack date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before Date" msgstr "ดีที่สุดก่อนวันที่" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "(15)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration Date" msgstr "วันหมดอายุ" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "(17)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiry date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Variable count of items" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "Quantity" +msgstr "ปริมาณ" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "(30)(\\\\d{0,8})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Measure" msgstr "ตัวชี้วัด" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 msgid "UoM: Units" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Count of trade items" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "(37)(\\\\d{0,8})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Qty in units for containers (AI 02)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Net weight: kilograms (kg)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "(310[0-5])(\\\\d{6})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Qty in kg" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Length in meters (m)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "(311[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Qty in m" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Net volume: liters (L)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "(315[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Qty in L" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Net volume: cubic meters (m\\ :sup:`3`)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "(316[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Qty in m\\ :sup:`3`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Length in inches (in)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "(321[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Qty in inches" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Net weight/volume: ounces (oz)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "(357[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Qty in oz" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Net volume: cubic feet (ft\\ :sup:`3`)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "(365[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Qty in ft\\ :sup:`3`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging type" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging Type" msgstr "ประเภทบรรจุภัณฑ์" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "(91) ([!\"%-/0-9:-?A-Z_a-z]{0,90})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Package type" msgstr "ประเภทแพ็คเกจ" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:3 +msgid "GS1 barcode usage" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:10 +msgid "" +"GS1 barcodes provide a standardized format that barcode scanners can " +"interpret. They encode information in a :ref:`specific structure recognized " +"globally `, allowing scanners to understand and " +"process supply chain data consistently." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:14 +msgid "" +"Odoo *Barcode* interprets and prints GS1 barcodes, automating product " +"identification and tracking in warehouse operations such as receiving, " +"picking, and shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:17 +msgid "" +"The following sections contain examples of how Odoo uses GS1 barcodes " +"provided by the business to identify common warehouse items and automate " +"certain warehouse workflows." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:21 +msgid "" +"Odoo **does not** create GS1 barcodes. Businesses must purchase a unique " +"Global Trade Item Number (GTIN) from GS1. Then, they can combine their " +"existing GS1 barcodes with product and supply chain information (also " +"provided by GS1) to create barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:26 +msgid "`Purchase GTINs `_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:27 +msgid ":ref:`GS1 nomenclature `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:32 +msgid "Configure barcodes for product, quantity, and lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:34 +msgid "" +"To build a GS1 barcode that contains information about a product, its " +"quantities, and the lot number, the following barcode patterns and " +"Application Identifiers (A.I.) are used:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Name" +msgstr "ชื่อ" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "A.I." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Field in Odoo" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Product" +msgstr "สินค้า" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:203 +msgid "01" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:139 +msgid "30" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid ":guilabel:`Units` field on transfer form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Lot Number" +msgstr "หมายเลขล็อต" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:143 +msgid "10" +msgstr "10" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid ":guilabel:`Lot` on Detailed Operations pop-up" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 +msgid "Configuration" +msgstr "การกำหนดค่า" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:54 +msgid "" +"First, :ref:`enable product tracking using lots " +"` by navigating to " +":menuselection:`Inventory app --> Configuration --> Settings`, and checking " +"the box for :guilabel:`Lots & Serial Numbers` under the " +":guilabel:`Traceability` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:58 +msgid "" +"Then, set up the product barcode by navigating to the intended product form " +"in :menuselection:`Inventory app --> Products --> Products` and selecting " +"the product. On the product form, click :guilabel:`Edit`. Then, in the " +":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " +"with the unique 14-digit `Global Trade Item Number (GTIN) " +"`_, which is a universally " +"recognized identifying number that is provided by GS1." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:66 +msgid "" +"On the product form, omit the |AI| `01` for |GTIN| product barcode pattern, " +"as it is only used to encode multiple barcodes into a single barcode that " +"contains detailed information about the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:72 +msgid "" +"To record the GS1 barcode for the product, `Fuji Apple`, enter the 14-digit " +"|GTIN| `20611628936004` in the :guilabel:`Barcode` field on the product " +"form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Enter 14-digit GTIN into the Barcode field on product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:80 +msgid "" +"To view a list of *all* products and their corresponding barcodes in the " +"Odoo database, navigate to :menuselection:`Inventory app --> Configuration " +"--> Settings`. Under the :guilabel:`Barcode` heading, click on the " +":guilabel:`Configure Product Barcodes` button under the :guilabel:`Barcode " +"Scanner` section. Enter the 14-digit |GTIN| into the :guilabel:`Barcode` " +"column, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "View the Product Barcodes page from inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:92 +msgid "" +"After activating tracking by lots and serial numbers from the settings page," +" specify that this feature is to be applied on each product by navigating to" +" the :guilabel:`Inventory` tab on the product form. Under " +":guilabel:`Tracking`, choose the :guilabel:`By Lots` radio button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "" +"Enable product tracking by lots in the \"Inventory\" tab of the product " +"form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:176 +msgid "Scan barcode on receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:103 +msgid "" +"To ensure accurate lot interpretation in Odoo on product barcodes scanned " +"during a receipt operation, navigate to the :menuselection:`Barcode` app to " +"manage the :ref:`receipt picking process `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:107 +msgid "" +"From the :guilabel:`Barcode Scanning` dashboard, click the " +":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " +"the list of vendor receipts to process. Receipts generated from :abbr:`POs " +"(Purchase Orders)` are listed, but new receipt operations can also be " +"created directly through the :menuselection:`Barcode` app using the " +":guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:112 +msgid "" +"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" +" product barcodes and lot numbers with a barcode scanner. The scanned " +"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " +"open a window and manually enter quantities for specific lot numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:118 +msgid "" +"After placing a :abbr:`PO (Purchase Order)` for fifty apples, navigate to " +"the associated receipt in the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:121 +msgid "" +"Scan the barcode containing the |GTIN|, quantity, and lot number. For " +"testing with a barcode scanner, below is an example barcode for the fifty " +"Fuji apples in Lot 2." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:129 +msgid "50 Fuji apples in Lot0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:199 +msgid "2D Matrix" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"2D matrix of GS1 barcode of 50 fuji apples with an assigned lot number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:202 +msgid "|AI| (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:204 +msgid "GS1 Barcode (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:137 +msgid "20611628936004" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:138 +msgid "|AI| (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:208 +msgid "GS1 Barcode (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:141 +msgid "00000050" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:142 +msgid "|AI| (lot)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:144 +msgid "GS1 Barcode (lot #)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:145 +msgid "LOT0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:210 +msgid "Full GS1 barcode" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:147 +msgid "0120611628936004 3000000050 10LOT0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:149 +msgid "" +":ref:`If the configuration is correct `," +" `50/50` :guilabel:`Units` processed will be displayed and the " +":guilabel:`Validate` button turns green. Click the :guilabel:`Validate` " +"button to complete the reception." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"Scan the barcode for a product on the reception picking page in the " +"*Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:160 +msgid "Configure barcode for product and non-unit quantity" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:162 +msgid "" +"To build a GS1 barcode that contains products measured in a non-unit " +"quantity, like kilograms, for example, the following barcode patterns are " +"used:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Quantity in kilograms" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "310[0-5]" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:178 +msgid "" +"To confirm that quantities are correctly interpreted in Odoo, place an order" +" in the *Purchase* app using the appropriate unit of measure " +"(:guilabel:`UoM`) for the quantity of products to be purchased." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:183 +msgid "" +":ref:`Simplify vendor unit conversions with UoMs `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:185 +msgid "" +"After the order is placed, navigate to the :menuselection:`Barcode` app to " +":ref:`receive the vendor shipment `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:189 +msgid "" +"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " +"peaches by scanning the barcode containing the |GTIN| and quantity of " +"peaches in kilograms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:197 +msgid "52.1 kg of Peaches" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "2D matrix of GS1 barcode of 52.1 kg of peaches." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:205 +msgid "00614141000012" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:206 +msgid "|AI| (kg, 1 decimal point)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:207 +msgid "3101" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:209 +msgid "000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:211 +msgid "0100614141000012 3101000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:213 +msgid "" +":ref:`If the configuration is correct `," +" `52.1 / 52.1` :guilabel:`kg` will be displayed and the :guilabel:`Validate`" +" button turns green. Finally, press :guilabel:`Validate` to complete the " +"validation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Scan barcode screen for a reception operation in the Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:222 +msgid "Verify product moves" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:224 +msgid "" +"For additional verification, the quantities of received products are also " +"recorded on the :guilabel:`Product Moves` report, accessible by navigating " +"to :menuselection:`Inventory app --> Reporting --> Product Moves`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:228 +msgid "" +"The items on the :guilabel:`Product Moves` report are grouped by product by " +"default. To confirm the received quantities, click on a product line to open" +" its collapsible drop-down menu, which displays a list of *stock move lines*" +" for the product. The latest stock move matches the warehouse reception " +"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " +"scan, demonstrating that the records processed in the *Barcode* app were " +"properly stored in *Inventory*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "Reception stock move record for 52.1 kg of peaches." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst:3 msgid "Process to Transfers" msgstr "" @@ -4176,403 +4359,596 @@ msgid "Planning" msgstr "การวางแผน" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:3 -msgid "How is the Scheduled Delivery Date Computed" +msgid "Scheduled delivery dates" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:5 msgid "" -"Providing the best possible service to customers is vital for business. It " -"implies planning every move: manufacturing orders, deliveries, receptions, " -"and so on. To do so, you need to configure lead time properly and coordinate" -" scheduled dates." +"Accurately forecasting delivery dates is vital for fulfilling customer " +"expectations. In Odoo, the *Inventory* app allows for comprehensive lead " +"time configuration, allowing coordination and planning of manufacturing " +"orders, deliveries, and receptions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:9 -msgid "" -"By using lead times, Odoo provides end dates, the **Commitment Date**, for " -"each process. On a sales order, for example, this is the date your customer " -"will get the products he ordered." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:10 +msgid "Lead time types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:12 msgid "" -"From the customers’ side, the commitment date is important because it gives " -"them an estimation of when they will receive their products. The dates take " -"all other lead times, such as manufacturing, delivery, or suppliers, into " -"account." +"Different lead times for different operations can impact various stages of " +"the order fulfillment process. Here's a summary of the types of lead times " +"in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "Show graphic of all lead times working together." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:19 -msgid "How are Lead Times Calculated?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:27 msgid "" -"As said above, there are several types of lead times. Each is calculated " -"based on various indicators. Before going through the configuration, here is" -" a brief summary of how lead times are calculated and what they are:" +":ref:`Customer lead time `: The default " +"time frame for fulfilling customer orders. The customer lead time is the " +"number of days from the date the sales order (SO) is confirmed to the date " +"the products are shipped from the warehouse. This is also known as *delivery" +" lead time*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:24 msgid "" -"**Customer Lead Time**: the customer lead time is the default duration you " -"set. Therefore, the expected date on the sales orders is today + customer " -"lead time." +":ref:`Sales security lead time `: " +"moves the *scheduled delivery date* forward by a specified number of days. " +"This serves as a buffer to allow the team ample time to prepare the outgoing" +" shipment earlier, considering the possibility of delays in the fulfillment " +"process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:29 msgid "" -"**Sales Security Lead Time**: the purpose is to be ready shipping that many " -"days before the actual commitment taken with the customer. Then, the default" -" scheduled date on the delivery order is **SO delivery date - Security Lead " -"Time**." +":ref:`Purchase lead time `: the number of " +"days from the confirmation of a purchase order (PO) to the receipt of " +"products. It provides insight on the time it takes for products to arrive at" +" the warehouse, facilitating effective scheduling and planning of supplier " +"deliveries." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:34 msgid "" -"**Purchase Security Lead Time**: margin of error for vendor lead times. When" -" the system generates Purchase Orders for procuring products, they will be " -"scheduled that many days earlier to cope with unexpected vendor delays." +":ref:`Purchase security lead time `: advances the order deadline on a :abbr:`PO (Purchase Order)` by a " +"specified number of days. This proactive approach of placing orders earlier " +"mitigates the risk of vendor or shipping delays. Thus, for products that are" +" set to replenish to order, the need appears on the *Replenishment report* " +"earlier, according to the specified number of days." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:40 msgid "" -"**Purchase Delivery Lead Time**: this is the expected time between a PO " -"being confirmed and the receipt of the ordered products. The **Receipt " -"scheduled date - Vendor delivery date** is the default *PO Order By* date." +":ref:`Manufacturing lead time `: the number " +"of days needed to complete a manufacturing order (MO) from the date of " +"confirmation. This lead time includes weekends (non-working hours in Odoo), " +"and is used to forecast an approximate production date for a finished good." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:45 msgid "" -"**Days to Purchase**: number of days the purchasing department takes to " -"validate a PO. If another RFQ to the same vendor is already opened, Odoo " -"adds the line to the RFQ instead of creating a new one. Then, the specific " -"date is set on the line." +":ref:`Manufacturing security lead time `: moves the scheduled date of the :abbr:`MO (Manufacturing Order)` " +"forward by a specified number of days. When used in conjunction with " +":ref:`replenish to order `, the " +"security lead time makes the need appear earlier on the replenishment " +"report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:53 +msgid "Sales lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:55 msgid "" -"**Manufacturing Lead Time**: this is the expected time it takes to " -"manufacture a product. This lead time is independent of the quantity to " -"produce and does not take the routing time into account." +"Customer lead times and sales security lead times can be configured to " +"automatically compute an *expected delivery date* on a :abbr:`SO (Sales " +"Order)`. The expected delivery date ensures a realistic *delivery dates* " +"setting for shipments from the warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:59 msgid "" -"**Manufacturing Security Lead Time**: additional time to mitigate the risk " -"of a manufacturing delay. In case of a *Replenish to Order*, the **Delivery " -"Order scheduled date - Manufacturing Lead Time - Manufacturing Security Lead" -" Time** is the default *Manufacturing Order* planned date." +"Odoo issues a warning message if the set delivery date is earlier than the " +"expected date, as it may not be feasible to fulfill the order by that time, " +"which would impact other warehouse operations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:68 -msgid "Sales - Lead Times" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:63 msgid "" -"In the *Sales* app, there is an option called *Delivery Date*. It allows " -"seeing an additional field on the sales orders, *Expected Date*. This one is" -" automatically computed based on the different lead times previously " -"configured." +"A :abbr:`SO (Sales Order)` containing a `Coconut-scented candle` is " +"confirmed on July 11th. The product has a customer lead time of 14 days, and" +" the business uses a sales security lead time of 1 day. Based on the lead " +"time inputs, Odoo suggests a delivery date in 15 days, on July 26th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"View of the delivery settings to have the delivery lead time taken into " -"account" +"Set *Delivery Date* in a sales order. Enables delivery lead times feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:71 msgid "" -"If the set up *Delivery Date* is earlier than the the *Expected Date*, a " -"warning message is displayed." +"The following sections demonstrate how to automatically compute expected " +"delivery dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:74 +msgid "Customer lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:76 msgid "" -"View of the error that occurs when trying to choose an earlier date than what calculated\n" -"by Odoo" +"Set the customer lead time on each product form, by navigating to the " +"products page. To do so, go to :menuselection:`Sales app --> Products --> " +"Products`. From there, select the desired product, and switch to the " +":guilabel:`Inventory` tab. Then, under the :guilabel:`Customer Lead Time` " +"field, fill in the number of calendar days required to fulfill the delivery " +"order from start to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:82 msgid "" -"But, for all of this properly working, it is still necessary to configure " -"all the lead times that could occur." +"Set a 14-day customer lead time for the `Coconut-scented candle` by " +"navigating to its product form. Then, in the :guilabel:`Inventory` tab, type" +" `14.00` days into the :guilabel:`Customer Lead Time` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:91 -msgid "Customer Lead Time" -msgstr "ระยะเวลาสั่งจนรับของของลูกค้า" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Set *Customer Lead Time* on the product form." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:93 -msgid "" -"The *Customer Lead Time* is the time needed for your product to go from your" -" warehouse to the customer place. It can be configured on any product by " -"going to :menuselection:`Sales --> Products --> Products`. There, open your " -"product form, go in the inventory tab, and add your *Customer Lead Time*." +msgid "Sales security lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the customer lead time configuration from the product form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:95 +msgid "" +"*Sales security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:98 msgid "" -"For example, product B is ordered on the 2nd of April but the *Customer Lead" -" Time* is two days. In that case, the expected delivery date is the 4th of " -"April." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Sales`, and " +"click the checkbox to enable the feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:108 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 -msgid "Security Lead Time" -msgstr "ความปลอดภัยเวลานำสินค้า" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:101 msgid "" -"In sales, *Security Lead Time* corresponds to backup days to ensure you are " -"able to deliver the products in time. The purpose is to be ready shipping " -"earlier in order to arrive on time." +"Next, enter the desired number of calendar days. This security lead time is " +"a buffer notifying the team to prepare for outgoing shipments earlier than " +"the scheduled date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:105 msgid "" -"The number of security days is subtracted from the calculation to compute a " -"scheduled date earlier than the one promised to the customer." +"Setting the :guilabel:`Security Lead Time for Sales` to `1.00` day, pushes " +"the :guilabel:`Scheduled Date` of a delivery order (DO) forward by one day. " +"In that case, if a product is initially scheduled for delivery on April 6th," +" but with a one-day security lead time, the new scheduled date for the " +"delivery order would be April 5th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"View of the security lead time for sales configuration from the sales " +"settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:115 +msgid "Deliver several products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:117 msgid "" -"To set this up, go to :menuselection:`Inventory --> Configuration --> " -"Settings` and enable the feature *Security Lead Time for Sales*." +"For orders that include multiple products with different lead times, the " +"lead times can be configured directly from the quotation itself. On a " +"quotation, click the :guilabel:`Other Info` tab, and set the " +":guilabel:`Shipping Policy` to:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:121 +msgid "" +":guilabel:`As soon as possible` to deliver products as soon as they are " +"ready. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is " +"determined by adding today's date to the shortest lead time among the " +"products in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:125 +msgid "" +":guilabel:`When all products are ready` to wait to fulfill the entire order " +"at once. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` " +"is determined by adding today's date to the longest lead time among the " +"products in the order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "" -"View of the security lead time for sales configuration from the sales " -"settings" +msgid "Show *Shipping Policy* field in the *Other Info* tab of a quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:134 msgid "" -"For example, product B is scheduled to be delivered on the 6th of April but " -"the *Security Lead Time* is one day. In that case, the scheduled date for " -"the delivery order is the 5th of April." +"In a quotation containing 2 products, `Yoga mat` and `Resistance band,` the " +"products have a lead time of 8 days and 5 days, respectively. Today's date " +"is April 2nd." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:129 -msgid "Deliver several products" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:137 +msgid "" +"When the :guilabel:`Shipping Policy` is set to :guilabel:`As soon as " +"possible`, the scheduled delivery date is 5 days from today: April 7th. On " +"the other hand, selecting :guilabel:`When all products are ready` configures" +" the scheduled date to be 8 days from today: April 10th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:131 -msgid "" -"In many cases, customers order several products at the same time. Those can " -"have different lead times but still need to be delivered, at once or " -"separately. Fortunately, Odoo can help you handle these cases easily." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:135 -msgid "" -"From the *Other Info* tab of your *Sale Order*, you can choose between *When" -" all products are ready* and *As soon as possible*. The first one is to " -"deliver products at once, while the second is to deliver them separately." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:140 -msgid "" -"For example, products A and B are ordered at the same time. A has 8 lead " -"days and B has 5. With the first option, the *Expected Date* is calculated " -"based on the product with the most lead days, here A. If the order is " -"confirmed on the 2nd of April, then the *Expected Date* is on the 10th of " -"April." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:144 +msgid "Purchase lead times" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:146 msgid "" -"With the second option, the *Expected Date* is calculated based on the " -"product with the least customer lead days. In this example, B is the product" -" with the least lead days. So, the *Expected Date* is on the 7th of April." +"Automatically determining the dates on which to place orders from suppliers " +"can help simplify the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:152 -msgid "Purchase - Lead Times" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:155 -msgid "Supplier Lead Time" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:149 msgid "" -"The *Supplier Lead Time* is the time needed for a product you purchased to " -"be delivered. To configure it, open a product from :menuselection:`Purchase " -"--> Products --> Products` and add a vendor under the *Purchase* tab." +"Odoo calculates the supplier shipment *receipt date*, and :abbr:`PO " +"(Purchase Order)` deadline, based on the required date the product is needed" +" in the warehouse. By working backwards from the receipt date, vendor lead " +"times and purchase security lead times are taken into account, in order to " +"determine the :abbr:`PO (Purchase Order)` deadline." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:154 +msgid "" +"This deadline is the date by which the order should be confirmed, in order " +"to ensure timely arrival by the expected receipt date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the way to add vendors to products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:166 msgid "" -"By clicking on *Add a line*, a new window is displayed. You can specify the " -"*Delivery Lead Time* there. If done so, the delivery day for every purchase " -"of that product is now equal to *Date of the Purchase Order + Delivery Lead " -"Time*." +"Visualization of PO deadline and receipt date used with vendor lead times." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the delivery lead time configuration from a vendor form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:162 +msgid "" +":ref:`PO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:165 +msgid "Vendor lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:167 +msgid "" +"To set a vendor lead time for orders arriving in the warehouse from a vendor" +" location, begin by navigating to a product form through " +":menuselection:`Purchase app --> Products --> Products`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:170 +msgid "" +"Next, select the desired product, and switch to the :guilabel:`Purchase` " +"tab. In the editable vendor pricelist, click the :guilabel:`Add a line` " +"button to add vendor details, such as the :guilabel:`Vendor` name, " +":guilabel:`Price` offered for the product, and lastly, the " +":guilabel:`Delivery Lead Time`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:176 msgid "" -"It is possible to add different vendors and, thus, different lead times " -"depending on the vendor." +"Multiple vendors and lead times can be added to the vendor pricelist. The " +"default vendor and lead time selected will be the entry at the top of the " +"list." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 msgid "" -"The *Security Lead Time* for purchase follows the same logic as the one for " -"*Sales*, except that you are the customer. Then, it is the margin of error " -"for your supplier to deliver your order." +"On the vendor pricelist of the product form, the :guilabel:`Delivery Lead " +"Time` for the selected vendor is set to `10 days.`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Add delivery lead times to vendor pricelist on a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:187 msgid "" -"To set up *Security Lead Time* for purchase, go to :menuselection:`Inventory" -" --> Configuration --> Settings` and enable the feature." +"By setting the vendor lead time, the expected arrival date of the item is " +"automatically determined as the date of the :abbr:`PO (Purchase Order)` " +"confirmation, plus the vendor lead time. This ensures that warehouse " +"employees are notified, if the products do **not** arrive within the " +"expected timeframe." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:193 msgid "" -"View of the security lead time for purchase from the inventory settings" +"On a :abbr:`PO (Purchase Order)` confirmed on July 11th, for a product " +"configured with a 10-day vendor lead time, Odoo automatically sets the " +":guilabel:`Receipt Date` to July 21st. The receipt date also appears as the " +":guilabel:`Scheduled Date` on the warehouse receipt form, accessible from " +"the :guilabel:`Receipt` smart button, located on the :guilabel:`PO (Purchase" +" Order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Show expected *Receipt Date* of the product from the vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"Doing so, every time the system generates purchase orders, those are " -"scheduled that many days earlier to cope with unexpected vendor delays." +"Show expected *Scheduled Date* of arrival of the product from the vendor." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:198 -msgid "Manufacturing - Lead Times" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:201 -msgid "Manufacturing Lead Time" -msgstr "เวลานำการผลิต" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:203 -msgid "" -"The *Manufacturing Lead Time* is the time needed to manufacture the product." -" To specify it, open the *Inventory* tab of your product form and add the " -"number of days the manufacturing takes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "" -"View of the manufacturing lead time configuration from the product form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:209 +msgid "Purchase security lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:211 msgid "" -"When working with *Manufacturing Lead Times*, the *Deadline Start* of the " -"*MO* is **Commitment Date - Manufacturing Lead Time**. For example, the MO’s" -" deadline start date for an order having a commitment date on the 10th of " -"July is June 27th." +"*Purchase security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:214 msgid "" -"The *Security Lead Time* for manufacturing allows generating manufacturing " -"orders earlier to cope with the risk of manufacturing delays." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Purchase`, and" +" click the checkbox to enable the feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 msgid "" -"To enable it, go to :menuselection:`Manufacturing --> Configuration --> " -"Settings` and tick *Security Lead Time*." +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in supplier " +"deliveries." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:221 +msgid "" +"Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, " +"pushes the :guilabel:`Scheduled Date` of receipt back by one day. In that " +"case, if a product is initially scheduled to arrive on April 6th, with a " +"two-day security lead time, the new scheduled date for the receipt would be " +"April 8th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"Set security lead time for purchase from the Inventory > Configuration > " +"Settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:233 +msgid "Manufacturing lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:235 +msgid "" +"Lead times can help simplify the procurement process for consumable " +"materials and components used in manufactured products with bills of " +"materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the deadline to " +"begin the manufacturing process to complete the product by the scheduled " +"delivery date, can be determined by configuring the manufacturing lead times" +" and manufacturing security lead times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "" +"Visualization of the determination of planned MO date manufacturing lead " +"times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:247 +msgid "Manufacturing lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:249 +msgid "" +"Configure the manufacturing lead time directly on the product form, by " +"navigating to :menuselection:`Manufacturing app --> Products --> Products`, " +"and select the desired product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:252 +msgid "" +"In the :guilabel:`Inventory` tab of the product, specify the calendar days " +"needed to the manufacture the product in the :guilabel:`Manufacturing Lead " +"Time` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 +msgid "" +"Specify a 14-day :guilabel:`Manufacturing Lead Time` for a product directly " +"in the :guilabel:`Inventory` tab of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"View of the manufacturing lead time configuration from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:263 +msgid "" +"Establish a :abbr:`MO (Manufacturing Order)` deadline, based on the " +"*expected delivery date*, indicated in the :guilabel:`Scheduled Date` field " +"of the :abbr:`DO (Delivery Order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:266 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the " +":guilabel:`Scheduled Date` field on the :abbr:`MO (Manufacturing Order)`, is" +" calculated as the *expected delivery date* subtracted by the manufacturing " +"lead time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:270 +msgid "" +"This ensures the manufacturing process begins on time, in order to meet the " +"delivery date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:272 +msgid "" +"However, it's important to note that lead times are based on calendar days. " +"Lead times do **not** consider weekends, holidays, or *work center capacity*" +" (:dfn:`the number of operations that can be performed at the work center " +"simultaneously`)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:277 +msgid ":ref:`Manufacturing planning `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:278 +msgid "" +":ref:`Configure automatic MO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:282 +msgid "" +"A product's scheduled shipment date on the :abbr:`DO (Delivery Order)` is " +"August 15th. The product requires 14 days to manufacture. So, the latest " +"date to start the :abbr:`MO (Manufacturing Order)` to meet the commitment " +"date is August 1st." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:289 +msgid "Manufacturing security lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:291 +msgid "" +"*Manufacturing security lead time* is set globally for the business in " +":menuselection:`Manufacturing app --> Configuration --> Settings`. Under the" +" :guilabel:`Planning` heading, locate the box for :guilabel:`Security Lead " +"Time`, and click the checkbox to enable the feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:295 +msgid "" +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in the " +"manufacturing process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" "View of the security lead time for manufacturing from the manufacturing app " -"settings" +"settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:303 msgid "" -"For example, a customer orders B with a delivery date scheduled on the 20th " -"of June. The *Manufacturing Lead Time* is 14 days and the *Security Lead " -"Time* is 3 days, so the manufacturing of B needs to start at the latest on " -"the 3rd of June, which is the MO’s planned date." +"A product has a scheduled shipment date on the :abbr:`DO (Delivery Order)` " +"set for August 15th. The manufacturing lead time is 7 days, and " +"manufacturing security lead time is 3 days. So, the :guilabel:`Scheduled " +"Date` on the :abbr:`MO (Manufacturing Order)` reflects the latest date to " +"begin the manufacturing order. In this example, the planned date on the " +":abbr:`MO (Manufacturing Order)` is August 5th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:236 -msgid "Global Example" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:310 +msgid "Global example" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 -msgid "Here is a configuration:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:240 -msgid "1 day of security lead time for Sales" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:241 -msgid "2 days of security lead time for Manufacturing" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:242 -msgid "3 days of manufacturing lead time" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:243 -msgid "1 day of security lead time for Purchase" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:244 -msgid "4 days of supplier lead time" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:246 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:312 msgid "" -"Let’s say that a customer orders B on the 1st of September and the delivery " -"date is planned to be within 20 days (September 20th). In such a scenario, " -"here is when all the various steps are triggered." +"See the following example to understand how all the lead times work together" +" to ensure timely order fulfillment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:250 -msgid "**September 1st**: the sales order is created" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:315 +msgid "**Sales security lead time**: 1 day" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:316 +msgid "**Manufacturing security lead time**: 2 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:317 +msgid "**Manufacturing lead time**: 3 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:318 +msgid "**Purchase security lead time**: 1 day" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:319 +msgid "**Vendor lead time**: 4 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:321 msgid "" -"**September 10th**: the deadline to order components from the supplier " -"because of the manufacturing process (4 days of supplier lead time)" +"The customer places an order for a manufactured product on September 1st, " +"and the scheduled delivery date from the warehouse is on September 20th. " +"Odoo uses lead times and automated reordering rules to schedule the " +"necessary operations, based on the outgoing shipment delivery date, " +"September 20th:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" -"**September 13th**: the reception of the product from the supplier (1 day of" -" security lead time for Purchase)" +"Show timeline of how lead times work together to schedule warehouse " +"operations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 -msgid "" -"**September 14th**: the deadline start date for the manufacturing (19th - 3 " -"days of manufacturing lead time - 2 days of security lead time for " -"Manufacturing)" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:329 +msgid "**September 1st**: Sales order created, confirmed by salesperson." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:259 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:331 msgid "" -"**September 19th**: the expected date on the delivery order form (1 day of " -"security lead time for sales)" +"**September 9th**: Deadline to order components to ensure they arrive in " +"time when manufacturing begins (4-day supplier lead time)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:334 +msgid "" +"**September 13th**: Scheduled date of receipt for components. Initially, it " +"was set to 9/14, but the 1-day purchase security lead time pushed the date " +"earlier by 1 day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:337 +msgid "" +"**September 14th**: Deadline to begin manufacturing. Calculated by " +"subtracting the manufacturing lead time of 3 days, and the manufacturing " +"security lead time of 2 days, from the expected delivery date of September " +"19th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:341 +msgid "" +"**September 19th**: :guilabel:`Scheduled Date` on the delivery order form " +"indicates the updated expected delivery date, which was originally set as " +"September 20th. But the sales security lead time pushed the date forward by " +"a day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:345 +msgid "" +"Odoo's replenishment planning maps a business' order fulfillment process, " +"setting pre-determined deadlines and raw material order dates, including " +"buffer days for potential delays. This ensures products are delivered on " +"time." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/products.rst:5 @@ -4785,7 +5161,7 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:7 msgid "" "Reordering rules are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" @@ -4793,7 +5169,7 @@ msgid "" "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:11 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -4803,11 +5179,11 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:19 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :guilabel:`Inventory --> Products --> " @@ -4815,7 +5191,7 @@ msgid "" ":guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:23 msgid "" "First, on the :guilabel:`General Information` tab, make sure that the " ":guilabel:`Product Type` is set to :guilabel:`Storable Product`. This is " @@ -4827,7 +5203,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:29 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:31 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -4838,7 +5214,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:38 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -4852,7 +5228,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:47 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -4860,7 +5236,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:51 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -4872,46 +5248,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:62 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory --> " "Configuration --> Reordering Rules`, then click :guilabel:`Create`, and fill" " out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:66 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:67 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:70 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:73 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -4922,7 +5298,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:81 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory --> Products --> Products`, then " @@ -4930,7 +5306,7 @@ msgid "" "then fill out the new line as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:85 msgid "" "Once a reordering rule has been created for a product, if its forecasted " "quantity is below the rule's minimum quantity when the scheduler runs, a " @@ -4938,7 +5314,7 @@ msgid "" "the scheduler runs once each day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:90 msgid "" "To manually trigger a reordering rule before the scheduler runs, select " ":menuselection:`Inventory --> Operations --> Run Scheduler`. Then, select " @@ -4946,7 +5322,7 @@ msgid "" "aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:94 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -4954,7 +5330,7 @@ msgid "" "for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:98 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -4962,11 +5338,11 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 msgid "Set a preferred route for reordering" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:105 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -4974,7 +5350,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:109 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to if multiple are selected. " @@ -4982,7 +5358,7 @@ msgid "" ":menuselection:`Inventory --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:113 msgid "" "By default, the :guilabel:`Preferred Route` column is hidden on the " ":guilabel:`Reordering Rules` page. Enable it by selecting the :guilabel:`⋮ " @@ -4991,7 +5367,7 @@ msgid "" ":guilabel:`Preferred Route` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:118 msgid "" "Click inside of the column on the row of a reordering rule and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -5002,13 +5378,177 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:126 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " "that is listed first on the :guilabel:`Inventory` tab of the product form." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:3 +msgid "Scrap inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:5 +msgid "" +"In some cases, a product in inventory may be damaged or found to be " +"defective. If it is not possible to repair or return the product, Odoo " +"*Inventory* allows users to scrap it, ensuring that usable inventory counts " +"remain accurate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 +msgid "" +"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " +"Operations --> Scrap`. Each scrap order shows the date and time the order " +"was created, along with the product and quantity that was scrapped." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:14 +msgid "" +"To view the total quantity of each item scrapped, navigate to " +":menuselection:`Inventory --> Configuration --> Locations`. Remove the " +":guilabel:`Internal` filter from the :guilabel:`Search...` bar to display " +"virtual locations. Finally, select the :guilabel:`Virtual Locations/Scrap` " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:19 +msgid "" +"By default, scrapping a product removes it from physical inventory, and " +"places it in a virtual location titled *Virtual Locations/Scrap*. A virtual " +"location is **not** a physical space, but rather a designation in Odoo that " +"is used to track items that are no longer in physical inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:23 +msgid "Learn more" +msgstr "เรียนรู้เพิ่มเติม" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:25 +msgid "" +"For more information about virtual locations, see the documentation about " +"the different types of :ref:`locations `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:29 +msgid "Scrap from stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:31 +msgid "" +"To scrap a product located in inventory, begin by navigating to " +":menuselection:`Inventory --> Operations --> Scrap`. On the :guilabel:`Scrap" +" Orders` page, click :guilabel:`Create` to configure a new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:35 +msgid "" +"On the scrap order, select the product being scrapped from the " +":guilabel:`Product` drop-down menu, then enter the quantity in the " +":guilabel:`Quantity` field. The :guilabel:`Source Location` defaults to the " +"location where the product is stored, and the :guilabel:`Scrap Location` " +"defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can be " +"changed by selecting a different location from their respective drop-down " +"menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "A new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:45 +msgid "" +"Finally, click :guilabel:`Validate` to scrap the product. The on-hand " +"inventory count for the scrapped product updates to subtract the scrapped " +"quantity." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:49 +msgid "Scrap from a receipt, transfer, or delivery" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:51 +msgid "" +"It is also possible to scrap products during the receipt, transfer, and " +"delivery operations. This can be necessary if any products are found to be " +"defective when receiving them into inventory, transferring them from one " +"location to another, or preparing them for delivery." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:55 +msgid "" +"To scrap a product during the receipt, transfer, or delivery operations, " +"begin by navigating to the :menuselection:`Inventory` app. On the " +":guilabel:`Overview` page, select the :guilabel:`# TO PROCESS` button on the" +" :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or " +":guilabel:`Delivery Orders` card, depending on the type of operation the " +"product is being scrapped from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:61 +msgid "" +"For the :guilabel:`Internal Transfers` card to appear on the " +":menuselection:`Overview` page of the :menuselection:`Inventory` app, the " +":guilabel:`Storage Locations` setting must be enabled. To do so, navigate to" +" :menuselection:`Configuration --> Settings`, then enable the checkbox next " +"to :guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:66 +msgid "" +"Alternatively, a list of all delivery orders, receipts, and transfers can be" +" viewed by navigating to :menuselection:`Inventory --> Operations --> " +"Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:69 +msgid "" +"Next, open a delivery order, receipt, or transfer from the corresponding " +"page by clicking on it. A :guilabel:`Scrap` button appears at the top of the" +" page. Click it to open the :guilabel:`Scrap` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The scrap pop-up in the Inventory app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:78 +msgid "" +"The :guilabel:`Scrap` button will only appear on a receipt that has been " +"validated. This is because Odoo only allows products to be scrapped once " +"they have been entered into inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:81 +msgid "" +"On the :guilabel:`Scrap` pop-up window, select the product being scrapped " +"from the :guilabel:`Product` drop-down menu. Then, enter the quantity in the" +" :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:84 +msgid "" +"The :guilabel:`Source Location` defaults to the location where the product " +"is stored, and the :guilabel:`Scrap Location` defaults to :guilabel:`Virtual" +" Locations/Scrap`, but either of these can be changed by selecting a " +"different location from their respective drop-down menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:88 +msgid "" +"Finally, click :guilabel:`Done` to scrap the product. After doing so, the " +":guilabel:`Scrap` pop-up window disappears and a :guilabel:`Scraps` smart " +"button appears in the top right of the page. Click it to view all of the " +"scrap orders created from that operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The Scraps smart button." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:3 msgid "Selecting a replenishment strategy" msgstr "" @@ -5028,7 +5568,7 @@ msgid "Terminology" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:19 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 msgid "Replenishment report and reordering rules" msgstr "" @@ -5053,24 +5593,24 @@ msgid "" "from the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:31 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 msgid "Make to order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:35 msgid "" "*Make to order (MTO)* is a procurement route that creates a draft purchase " "order (or manufacturing order) each time a sales order is confirmed, " "**regardless of the current stock level**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:38 msgid "" "Unlike products replenished using reordering rules, Odoo automatically links" " the sales order to the |PO| or |MO| generated by the |MTO| route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:41 msgid "" "Another difference between reordering rules and |MTO| is, with |MTO|, Odoo " "generates a draft |PO| or |MO| immediately after the |SO| is confirmed. With" @@ -5078,25 +5618,25 @@ msgid "" "forecasted stock falls below the set minimum quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:45 msgid "" "In addition, Odoo automatically adds quantities to the |PO| or |MO| as the " "forecast changes, so long as the |PO| or |MO| is not confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:48 msgid "" "The |MTO| route is the best replenishment strategy for products that are " "customized, and/or for products that have no stock kept on-hand." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:58 msgid "" "To access the replenishment report, go to :menuselection:`Inventory app --> " "Operations --> Replenishment.`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:61 msgid "" "By default, the replenishment report dashboard shows every product that " "needs to be manually reordered. If there is no specific rule for a product, " @@ -5104,7 +5644,7 @@ msgid "" " are both `0.00`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:66 msgid "" "For products that don't have a set reordering rule, Odoo calculates the " "forecast based on confirmed sales orders, deliveries, and receipts. For " @@ -5113,7 +5653,7 @@ msgid "" "and security lead time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:72 msgid "" "Before creating a new reordering rule, make sure the product has a *vendor* " "or a *bill of materials* configured on the product form. To check this, go " @@ -5124,7 +5664,7 @@ msgid "" "form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:78 msgid "" "The :guilabel:`Product Type`, located in the :guilabel:`General Information`" " tab on the product form, **must** be set to :guilabel:`Storable Product`. " @@ -5139,7 +5679,7 @@ msgid "" "current needs." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:87 msgid "" "To create a new reordering rule from the replenishment report, go to " ":menuselection:`Inventory app --> Operations --> Replenishment`, click " @@ -5149,7 +5689,7 @@ msgid "" "columns on the :guilabel:`Replenishment` report page, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:93 msgid "" "To create a new reordering rule from the product form, go to " ":menuselection:`Inventory app --> Products --> Products`, and select a " @@ -5157,11 +5697,11 @@ msgid "" "smart button, click :guilabel:`Create`, and fill out the fields." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 msgid "Replenishment report fields" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:100 msgid "" "The following fields are on the :guilabel:`Replenishment` report. If any of " "these fields are not visible, click the :guilabel:`⋮ (additional options)` " @@ -5169,46 +5709,46 @@ msgid "" "field to make it visible." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 msgid ":guilabel:`Product`: the product that requires a replenishment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 msgid "" ":guilabel:`Location`: the specific location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 msgid ":guilabel:`Warehouse`: the warehouse where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:107 msgid ":guilabel:`On Hand`: the amount of product currently available." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 msgid "" ":guilabel:`Forecast`: the amount of product available after all current " "orders (sales, manufacturing, purchase, etc.) are taken into account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 msgid "" ":guilabel:`Preferred Route`: how the product is procured, either " ":guilabel:`Buy`, :guilabel:`Manufactured`, :guilabel:`Dropship`, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 msgid ":guilabel:`Vendor`: the company from which the product is acquired." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:113 msgid "" ":guilabel:`Bill of Materials`: the bill of materials for the product (if one" " is configured)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:114 msgid "" ":guilabel:`Trigger`: how the replenishment is created, either " ":guilabel:`Auto` (automatically, once the :guilabel:`On Hand` quantity goes " @@ -5216,27 +5756,27 @@ msgid "" "replenishment is requested)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 msgid "" ":guilabel:`Procurement Group`: the reference number for how the product is " "being acquired, such as a sales order, purchase order, or manufacturing " "order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 msgid "" ":guilabel:`Min Quantity`: the minimum amount of product that should be " "available. When inventory levels goes below this number, the replenishment " "is triggered." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 msgid "" ":guilabel:`Max Quantity`: the amount of product that should be available " "after replenishing the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:123 msgid "" ":guilabel:`Multiple Quantity`: if the product should be ordered in specific " "quantities, enter the number that should be ordered. For example, if the " @@ -5244,22 +5784,22 @@ msgid "" "products are replenished." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 msgid "" ":guilabel:`To Order`: the amount of product that is currently needed, and " "will be ordered, if the :guilabel:`Order Once` or :guilabel:`Automate " "Orders` button is clicked." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:128 msgid ":guilabel:`UoM`: the unit of measure used to acquire the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 msgid ":guilabel:`Company`: the company for which the product is acquired." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:131 msgid "" "By default, the quantity in the :guilabel:`To Order` field is the quantity " "required to reach the set :guilabel:`Max Quantity`. However, the " @@ -5268,21 +5808,21 @@ msgid "" "Once`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:135 msgid "" "To automate a replenishment from the :guilabel:`Replenishment` page, click " ":guilabel:`Automate Orders` on the right-side of the line, represented by a " ":guilabel:`🔄 (circular arrow)` icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:138 msgid "" "When this button is clicked, Odoo will automatically generate a draft " "|PO|/|MO| every time the forecasted stock level falls below the set " ":guilabel:`Min Quantity` of the reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:141 msgid "" "On the :guilabel:`Replenishment` page, a reordering rule or manual " "replenishment can be temporarily deactivated for a given period, by clicking" @@ -5295,7 +5835,7 @@ msgid "" "time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:147 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:149 msgid "" "A |PO| or |MO| created by a manual replenishment has a " ":guilabel:`Replenishment Report` as the source document. A |PO| or |MO| " @@ -5309,67 +5849,67 @@ msgid "" "report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 msgid "Make to order (MTO) route" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:160 msgid "" "Since the |MTO| route is recommended for customized products, the route is " "hidden by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:169 msgid "To activate the |MTO| route in Odoo:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:161 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:163 msgid "Go to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 msgid "" "Activate the :guilabel:`Multi-Step Routes` setting, located under the " ":guilabel:`Warehouse` section, and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 msgid "" "Then, go to :menuselection:`Inventory app --> Configuration --> Routes`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 msgid "" "Click on :menuselection:`Filters --> Archived` to show archived routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:168 msgid "" "Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click " "on :menuselection:`Action --> Unarchive`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:170 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:172 msgid "" "Activating the :guilabel:`Multi-Step Routes` setting also activates " ":guilabel:`Storage Locations`. If these features aren't applicable to the " "warehouse, disable these settings after unarchiving the |MTO| route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:176 msgid "" "To set a product's procurement route to |MTO|, go to " ":menuselection:`Inventory app --> Products --> Products`, and click on the " "desired product to open its product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:179 msgid "" "Then, click the :guilabel:`Inventory` tab, and in the :guilabel:`Routes` " "section of options, select :guilabel:`Replenish on Order (MTO)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:182 msgid "" "For products purchased directly from a vendor, make sure the :guilabel:`Buy`" " route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -5377,7 +5917,7 @@ msgid "" "tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:186 msgid "" "For products manufactured in-house, make sure the :guilabel:`Manufacture` " "route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -5386,11 +5926,11 @@ msgid "" "the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:191 msgid "Finally, when all configurations are complete, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:194 msgid "" "The |MTO| route cannot be selected alone. |MTO| **only** works if the " ":guilabel:`Manufacture` or :guilabel:`Buy` route is also selected." @@ -6020,13 +6560,13 @@ msgstr "" msgid "Integrating additional costs to products (landed costs)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:7 msgid "" "The landed cost feature in Odoo allows the user to include additional costs " "(shipment, insurance, customs duties, etc.) into the cost of the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:13 msgid "" "First, go to :menuselection:`Inventory --> Configuration --> Settings --> " "Valuation` and activate the :guilabel:`Landed Costs` feature. Odoo also " @@ -6038,15 +6578,15 @@ msgstr "" msgid "Activate the landed cost feature in Inventory settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:22 msgid "Add costs to products" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 msgid "Receive the vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:27 msgid "" "After a vendor fulfills a purchase order and sends a bill, click " ":guilabel:`Create Bill` on the purchase order to create a vendor bill in " @@ -6059,7 +6599,7 @@ msgstr "" msgid "Enable Landed Costs option on vendor bill line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:35 msgid "" "For charges that are always landed costs, create a landed cost product in " "Odoo. That way, the landed cost product can be quickly added to the vendor " @@ -6067,7 +6607,7 @@ msgid "" "information every time a vendor bill comes in." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:39 msgid "" "First, create a new product in :menuselection:`Inventory --> Products --> " "Products --> Create`. Next, name the landed cost product. Then, set the " @@ -6077,7 +6617,7 @@ msgid "" ":guilabel:`Save` to finish creating the landed cost product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:45 msgid "" "If this product is always a landed cost, you can also define it on the " "product and avoid having to tick the box on each vendor bill." @@ -6087,7 +6627,7 @@ msgstr "" msgid "Option to define a product as a landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:50 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:52 msgid "" "Once the landed cost is added to the vendor bill (either by checking the " ":guilabel:`Landed Cost` option on the invoice line or adding a landed cost " @@ -6104,7 +6644,7 @@ msgid "" "Use a warehouse transfer to cover a landed cost in the accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:64 msgid "" "After setting the picking, click :guilabel:`Compute` on the landed cost " "record. Then, go to the :guilabel:`Valuation Adjustments` tab to see the " @@ -6112,13 +6652,13 @@ msgid "" "landed cost entry to the accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:68 msgid "" "The user can access the journal entry that has been created by the landed " "cost by clicking on the :guilabel:`Journal Entry`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:72 msgid "" "The product that the landed cost is applied to must have a product category " "set to a :abbr:`FIFO (First In, First Out)` or an :abbr:`AVCO (Average " @@ -6129,7 +6669,7 @@ msgstr "" msgid "Landed cost journal entry" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:80 msgid "" "Landed cost records can also be directly created in " ":menuselection:`Inventory --> Operations --> Landed Costs`, it is not " @@ -6180,23 +6720,23 @@ msgid "" "basis depending on the needs and priorities of the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 msgid "Types of accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:37 msgid "" "Accounting entries will depend on the accounting mode: *Continental* or " "*Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:40 msgid "" "Verify the accounting mode by activating the :ref:`developer-mode` and " "navigating to :menuselection:`Accounting --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:43 msgid "" "In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " "when products are sold or delivered. This means that the cost of a good is " @@ -6205,24 +6745,24 @@ msgid "" " both *Asset Accounts* in the balance sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:48 msgid "" "In *Continental* accounting, the cost of a good is reported as soon as a " "product is received into stock. Additionally, a single *Expense* account is " "used for both input and output accounts in the balance sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 msgid "Costing methods" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:57 msgid "" "Below are the three costing methods that can be used in Odoo for inventory " "valuation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 msgid "" "**Standard Price**: is the default costing method in Odoo. The cost of the " "product is manually defined on the product form, and this cost is used to " @@ -6230,7 +6770,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:63 msgid "" "**Average Cost (AVCO)**: calculates the valuation of a product based on the " "average cost of that product, divided by the total number of available stock" @@ -6238,7 +6778,7 @@ msgid "" "constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:66 msgid "" "**First In First Out (FIFO)**: tracks the costs of incoming and outgoing " "items in real-time and uses the real price of the products to change the " @@ -6250,18 +6790,18 @@ msgid "" "sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 msgid "" "Changing the costing method greatly impacts inventory valuation. It's highly" " recommended to consult an accountant first before making any adjustments " "here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:78 msgid "Configure automated inventory valuation in Odoo" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:80 msgid "" "Make changes to inventory valuation options by navigating to " ":menuselection:`Inventory --> Configuration --> Product Categories`, and " @@ -6269,13 +6809,13 @@ msgid "" "apply." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:85 msgid "" "It is possible to use different valuation settings for different product " "categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:87 msgid "" "Under the :guilabel:`Inventory Valuation` heading are two labels: " ":guilabel:`Costing Method` and :guilabel:`Inventory Valuation`. Pick the " @@ -6285,13 +6825,13 @@ msgid "" ":guilabel:`Automated`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 msgid "" -":doc:`Using the inventory valuation " -"`" +":ref:`Using the inventory " +"valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:96 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -6302,7 +6842,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:102 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " @@ -6313,21 +6853,21 @@ msgid "" "*Inventory Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:108 msgid "" "On the same screen, the :guilabel:`Account Stock Properties` fields will " "appear, as they are now required fields given the change to automated " "inventory valuation. These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:112 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:114 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -6336,7 +6876,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:118 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -6345,11 +6885,11 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:124 msgid "Access reporting data generated by inventory valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:126 msgid "" "To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." " At the top of the dashboard, change the :guilabel:`As of` field value to " @@ -6358,14 +6898,14 @@ msgid "" " at once." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:131 msgid "" "Under the parent :guilabel:`Current Assets` line item, look for the nested " ":guilabel:`Stock Valuation Account` line item, where the total valuation of " "all of the inventory on hand is displayed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:135 msgid "" "Access more specific information with the :guilabel:`Stock Valuation " "Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " @@ -6384,48 +6924,48 @@ msgstr "" msgid "Using inventory valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:7 msgid "" "*Inventory valuation* is a quintessential accounting procedure that " "calculates the value of on-hand stock. Once determined, the inventory " "valuation amount is then incorporated into a company's overall value." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:11 msgid "" "In Odoo, this process can be conducted manually— by warehouse employees " "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:15 msgid "" -":ref:`Inventory valuation configuration " -"`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:16 -msgid "Understand the basics of inventory valuation" +":ref:`Inventory valuation " +"configuration`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:18 +msgid "Understand the basics of inventory valuation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:20 msgid "" "In order to understand how moving products in and out of stock affects the " "company's overall value, consider the following product and stock moves " "scenario below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 msgid "Receive a product" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:26 msgid "" "For example, consider an physical product, a simple *table*, which is " "categorized as `Office Furniture` in the product form's :guilabel:`Product " "Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:29 msgid "" "Navigate to the the product category itself by going to " ":menuselection:`Inventory app --> Configuration --> Product Categories`, and" @@ -6433,14 +6973,14 @@ msgid "" "(FIFO)` and the :guilabel:`Inventory Valuation` field as `Automated`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:34 msgid "" "Alternatively access the :guilabel:`Product Categories` dashboard by " "clicking on the :guilabel:`internal link` arrow on the individual product's " "form, by hovering over the :guilabel:`Product Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:38 msgid "" "Next, assume 10 tables are purchased at a price of $10.00, each. The " ":abbr:`PO (Purchase Order)` for those tables will show the subtotal of the " @@ -6451,7 +6991,7 @@ msgstr "" msgid "Purchase order with 10 tables products valued at $10 each." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:45 msgid "" "After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, use" " the :guilabel:`Valuation` smart button to view how the value of inventory " @@ -6462,13 +7002,13 @@ msgstr "" msgid "Valuation smart button on a receipt." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:53 msgid "" ":ref:`Developer mode ` must be turned on to see the " "*Valuation* smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:56 msgid "" "The :doc:`consignment " "` " @@ -6476,7 +7016,7 @@ msgid "" "companies are not accounted for in the host company's inventory valuation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:60 msgid "" "The :guilabel:`Stock Valuation` dashboard then displays valuation of all " "products in the shipment, along with their quantities and valuation. In the " @@ -6488,7 +7028,7 @@ msgstr "" msgid "Stock valuation page depicting the products within a shipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:68 msgid "" "In Odoo, automatic inventory valuation records are also recorded in the " "*Accounting* app. To access these accounting entries, navigate to " @@ -6501,11 +7041,11 @@ msgstr "" msgid "Accounting entry for the inventory valuation of 10 tables." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 msgid "Deliver a product" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:80 msgid "" "In the same logic, when a table is shipped to a customer and leaves the " "warehouse, the stock valuation decreases. The :guilabel:`Valuation` smart " @@ -6517,11 +7057,11 @@ msgstr "" msgid "Decreased stock valuation after a product is shipped." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 msgid "The inventory valuation report" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:91 msgid "" "To view the current value of all products in the warehouse, go to " ":menuselection:`Inventory app --> Reporting --> Inventory Valuation`. The " @@ -6534,18 +7074,18 @@ msgstr "" msgid "Inventory valuation report showing multiple products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:101 msgid "" "The :guilabel:`Inventory At Date` button, located in the top-left corner of " "the :guilabel:`Stock Valuation` dashboard, shows the inventory valuation of " "products available during a prior specified date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 msgid "Update product unit price" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:108 msgid "" "For any company: lead times, supply chain failures, and other risk factors " "can contribute to invisible costs. Although Odoo attempts to accurately " @@ -6553,7 +7093,7 @@ msgid "" "to update the unit price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:113 msgid "" "Manual valuation is intended for products that can be purchased and received" " for a cost greater than 0, or have product categories set with " @@ -6565,7 +7105,7 @@ msgstr "" msgid "Add manual valuation of stock value to a product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:121 msgid "" "Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard" " by first navigating to :menuselection:`Inventory app --> Reporting --> " @@ -6574,7 +7114,7 @@ msgid "" " well as a teal :guilabel:`+ (plus)` button on the right." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:126 msgid "" "Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product" " Revaluation` form, where updates to the calculation of inventory valuation " @@ -8007,6 +8547,135 @@ msgstr "" msgid "A receipt for stock received to one warehouse from another." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:3 +msgid "Locations" +msgstr "ตำแหน่ง" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:5 +msgid "" +"A *location* is a specific space within a warehouse. This can be a shelf, " +"room, aisle, etc. There are three types of locations in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:8 +msgid "" +"*Physical locations* are spaces within a warehouse owned by the user's " +"company. These can be a an area where items are stored like an aisle or " +"shelf, or an area where operations take place, like loading and unloading " +"bays." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:11 +msgid "" +"*Partner locations* are the same as physical locations except that they " +"exist within the warehouse of a customer or vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:13 +msgid "" +"*Virtual locations* are locations that do not exist physically, but where " +"items that are not in inventory can be placed. These can be items that have " +"not yet entered inventory, like products that are on the way to a warehouse," +" or items that are no longer in inventory due to loss or other factors." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:19 +msgid "" +"In order to use locations, the :guilabel:`Storage Locations` setting must be" +" enabled. To do so, navigate to :menuselection:`Inventory --> Configuration " +"--> Settings`, scroll down to the :guilabel:`Warehouse` heading, and enable " +"the :guilabel:`Storage Locations` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:24 +msgid "Create a new location inside a warehouse" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:26 +msgid "" +"Starting from the :menuselection:`Inventory` app, select " +":menuselection:`Configuration --> Locations --> Create`. The new location " +"form can then be configured as follows:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:29 +msgid "" +":guilabel:`Location Name`: the name that will be used to reference the " +"location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:30 +msgid "" +":guilabel:`Parent Location`: the location or warehouse that the new location" +" exists within" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:31 +msgid "" +":guilabel:`Location Type`: choose the category that the location belongs to" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:32 +msgid "" +":guilabel:`Company`: the company that owns the warehouse that the location " +"is inside of" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:33 +msgid "" +":guilabel:`Is a Scrap Location?`: check this box to allow for " +"scrapped/damaged goods to be stored in this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:35 +msgid "" +":guilabel:`Is a Return Location?`: check this box to allow products to be " +"returned to this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:37 +msgid ":guilabel:`Barcode`: the barcode number assigned to the location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:38 +msgid "" +":guilabel:`Removal Strategy`: the :ref:`strategy " +"` for how items should be taken from " +"inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst-1 +msgid "The form for creating a new location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:46 +msgid "Create location hierarchies" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:48 +msgid "" +"The *Parent Location* setting on the new location form allows for a location" +" to exist within a warehouse or another location. Every location can serve " +"as a parent location, and every parent location can have multiple locations " +"within it, allowing for the creation of a virtually infinite hierarchical " +"structure." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:54 +msgid "" +"Location hierarchy could be organized so that a shelf is located within an " +"aisle, which is located within a room, which is located within the overall " +"warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:57 +msgid "" +"To create the location hierarchy in the example above, set the warehouse as " +"the parent of the room, the room as the parent of the aisle, and the aisle " +"as the parent of the shelf. This can be adapted to a hierarchy of any " +"magnitude." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst:3 msgid "Transfer products between warehouses using replenishment" msgstr "" @@ -8283,7 +8952,7 @@ msgid "" "can create moves between warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:19 msgid "" "A **Location** is a specific space within the warehouse. It can be a " "sublocation of the warehouse (a shelf, a floor, an aisle, and so on). " @@ -8292,25 +8961,25 @@ msgid "" "be configured as needed under one warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 msgid "There are three types of locations:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:26 msgid "" "The **Physical Locations** are internal locations that are part of the " "warehouses that the company owns. They can be the loading and unloading " "areas of the warehouse, a shelf, a department, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:28 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:30 msgid "" "The **Partner Locations** are spaces within a customer and/or vendor's " "warehouse. They work the same way as physical locations, with the only " "difference being that they are not owned by the user's company." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:34 msgid "" "The **Virtual Locations** are places that do not exist, but in which " "products can be placed when they are not physically in an inventory yet (or " @@ -8319,7 +8988,7 @@ msgid "" "(**Procurements**)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:39 msgid "" "In Odoo, locations are structured hierarchically. Locations can be " "structured as a tree, dependent on a parent-child relationship. This gives " @@ -8327,7 +8996,7 @@ msgid "" "organization of the warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:46 msgid "" "To activate locations, go to :menuselection:`Configuration --> Settings` and" " enable :guilabel:`Storage Locations`. Then, click :guilabel:`Save`." @@ -8337,25 +9006,25 @@ msgstr "" msgid "Enable the storage location feature in Odoo Inventory settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:54 msgid "" "To manage several routes within the warehouses, also enable " ":guilabel:`Multi-Step Routes` and check " ":doc:`../../routes/concepts/use_routes`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 #: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst:41 msgid "Create a new warehouse" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:60 msgid "" "To create a warehouse, go to :menuselection:`Configuration --> Warehouse " "Management --> Warehouses` and click on :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:63 msgid "" "Then, fill out a :guilabel:`Warehouse Name` and a :guilabel:`Short Name`. " "The short name is five characters maximum." @@ -8365,14 +9034,14 @@ msgstr "" msgid "Short name field of a warehouse on Odoo Inventory." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:71 msgid "" "The :guilabel:`Short Name` appears on transfer orders and other warehouse " "documents. Odoo recommends using an understandable one like \"WH/[first " "letters of location]\"." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:74 msgid "" "Now, go back to the :guilabel:`Inventory` dashboard. There, new operations " "related to the newly created warehouse have been automatically generated." @@ -8384,23 +9053,23 @@ msgid "" "created warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:82 msgid "" "Adding a second warehouse will automatically activate the " ":guilabel:`Locations` setting." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 msgid "Create a new location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:87 msgid "" "To create a location, go to :menuselection:`Configuration --> Warehouse " "Management --> Locations` and click on :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:90 msgid "" "Then, fill out a :guilabel:`Location Name` and a :guilabel:`Parent Location`" " and click :guilabel:`Save`." @@ -9685,452 +10354,608 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:3 -msgid "What is a Removal Strategy (FIFO, LIFO, FEFO, Closest location)?" +msgid "Removal strategies (FIFO, LIFO, FEFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:7 +msgid "" +"For companies with warehouses, **removal strategies** determine which " +"products are taken from the warehouse, and when. Removal strategies are " +"typically defined for specific picking operations. This helps companies to " +"select the best products, optimize the distance workers need to travel when " +"picking items for orders, and account for quality control, such as moving " +"products with expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:13 msgid "" "Usually, *Removal Strategies* are defined in picking operations to select " -"the best products, optimize the distance for the worker, for quality control" -" purposes, or to first move products with the closest expiration date." +"the best products to optimize the distance for the worker, for quality " +"control purposes, or to first move the products with the closest expiration " +"date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:17 msgid "" -"When a product movement needs to be done, Odoo finds available products that" -" can be assigned to the transfer. The way Odoo assigns these products " -"depends on the *Removal Strategy* defined in the *Product Category* or on " -"the *Location*." +"When a product needs to be moved, Odoo finds available products that can be " +"assigned to the transfer. The way Odoo assigns these products depends on the" +" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " +"Category` or the :guilabel:`Location` dashboards." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:14 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:21 msgid "" -"Imagine a generic warehouse plan, with receiving docks and areas, storage " -"locations, picking and packing areas, and shipping docks. All products go " -"through all these locations, but some rules, such as removal strategies, can" -" have an effect on which products are taken for the pickings." +"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " +"app --> Configuration --> Locations` or :menuselection:`Product Categories`." +" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " +"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" +" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " +"drop-down menu and selecting the desired removal strategy. After selecting " +"the new removal strategy, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Empty stock waiting for deliveries at the docks." +msgid "" +"Change the Force Removal Strategy for either the Product Categories or " +"Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:33 +msgid "What happens inside the warehouse?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:35 msgid "" -"Here, vendor trucks unload pallets of goods at the docks. Then, operators " -"scan the products in the receiving area with the reception date and, if the " -"product has an expiration date, the expiration date. After that, products " -"are stored in their respective locations." +"Most warehouses share the same important areas: receiving docks and sorting " +"areas, storage locations, picking and packing areas, and shipping/loading " +"docks. While all products entering or leaving the warehouse might go through" +" each of these locations at some point, removal strategies can have an " +"effect on which products are taken, from where, and when." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:40 +msgid "" +"In this example below, vendor trucks unload pallets of goods at the " +"receiving docks. Then, operators scan the products in the receiving area, " +"with the reception date and expiration date. After that, products are stored" +" in their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:45 +msgid "" +"Not all products have expiration dates, but in this example, expiration " +"dates apply." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Products entering stock via the receiving area." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 msgid "" -"Next, several orders for the same product are made, but in this example, the" -" goods weren't received on the same day and they don't have the same " -"expiration date. In that situation, logically, sending those with the " -"closest date first is preferred. Depending on the chosen removal strategy, " -"Odoo generates a transfer with the products that fit the settings the best." +"In Odoo, receive products by navigating to the :menuselection:`Inventory` " +"application, and in the kanban view, click on either the " +":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " +":guilabel:`Receipts` dashboard, find and click on the individual receipt " +"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " +"enter the received quantity in the :guilabel:`Done` column. To finish, " +":guilabel:`Validate` to receive the products and register them in the Odoo " +"database." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:59 +msgid "" +"Receiving products can also be done within the Odoo *Barcode* application. " +"If using the *Barcode* app, scan the product(s), update the quantity, and " +"finally, click :guilabel:`Validate`. After products are received in Odoo, " +"the products can then be moved to their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:64 +msgid "" +"Continuing with the same example, below, imagine several sales orders are " +"made for the products received earlier, that use expiration dates. In this " +"example, the products weren't received on the same day, and they don't have " +"the same expiration date. In this situation, logically, sending products " +"with the closest expiration date is preferred, instead of products received " +"first or last. Using the chosen removal strategy configured for those " +"products (in this example, :ref:`FEFO `), Odoo generates a " +"transfer for the products with the soonest expiration date to the picking " +"area, then the packing area, and finally, to the shipping docks for delivery" +" to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "" -":alt: Products being packed at the packing area for delivery, taking expiration dates into\n" +"Products being packed at the packing area for delivery, taking the expiration dates into\n" "account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:79 msgid "" "To pick for delivery, the product's lot/serial number can be found on the " -"transfer form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:46 -msgid "How does it work?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:49 -msgid "First In, First Out (FIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 -msgid "" -"When using a *First In, First Out* (FIFO) strategy, a demand for some " -"products triggers a removal rule, which requests a transfer for the " -"lot/serial number that has entered the stock first." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:54 -msgid "" -"For example, imagine there are three lots of nails in the warehouse. Those " -"three have the following lot numbers: :guilabel:`00001`, :guilabel:`00002`, " -":guilabel:`00003`, each with five boxes of nails in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:58 -msgid "" -":guilabel:`00001` entered the stock on the 23rd of May, :guilabel:`00002` on" -" the 25th of May, and :guilabel:`00003` on the 1st of June. A customer " -"orders six boxes on the 11th of June. With the :abbr:`FIFO (First In, First " -"Out)` removal strategy selected, a transfer is requested for the five boxes " -"of :guilabel:`00001` and one of the boxes in :guilabel:`00002`, because " -":guilabel:`00001` entered the stock before the others. The box from " -":guilabel:`00002` is taken next because it has the oldest reception date " -"after :guilabel:`00001`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:65 -msgid "" -"So, for every order of a product with the :abbr:`FIFO (First In, First Out)`" -" strategy selected, Odoo requests a transfer for the products that have been" -" in the stock for the longest period." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:69 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:71 -msgid "" -"Similar to :abbr:`FIFO (First In, First Out)`, the *Last In, First Out* " -"(LIFO) strategy moves products based on the date they entered the stock. " -"Here, a demand for some products triggers a removal rule that requests a " -"transfer for the lot/serial number that has entered the stock most recently." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:76 -msgid "" -"For example, imagine there are three lots of screws in the warehouse. Those " -"three have the following numbers: :guilabel:`10001`, :guilabel:`10002`, and " -":guilabel:`10003`, each with 10 boxes of screws in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:80 -msgid "" -":guilabel:`10001` entered the stock on the 1st of June, :guilabel:`10002` on" -" the 3rd of June, and :guilabel:`10003` on the 6th of June. A customer " -"orders seven boxes on the 8th of June. With the :abbr:`LIFO (Last In, First " -"Out)` removal strategy selected, a transfer is requested for seven boxes of " -":guilabel:`10003` because that lot is the last one to have entered the " -"stock." +"transfer form. To learn more about picking and shipping, refer to either the" +" :ref:`Two-step delivery ` or " +":ref:`Three-step delivery ` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:85 -msgid "" -"Basically, for every order of a product with the :abbr:`LIFO (Last In, First" -" Out)` strategy used, a transfer for the last lot to have entered the stock " -"is requested." +msgid "How each removal strategy works" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:87 msgid "" -"The :abbr:`LIFO (Last In, First Out)` strategy is banned in many countries " -"and can lead to only having old or obsolete products in the stock." +"Removal strategies determine which products are taken from the warehouse " +"when orders are confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:93 -msgid "First Expire, First Out (FEFO)" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:90 +msgid "First In, First Out (FIFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:92 msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." +"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " +"product triggers a removal rule, which requests a transfer for the " +"lot/serial number that entered the stock first (and therefore, has been in " +"stock for the longest time)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:96 +msgid "" +"For example, imagine there are three lots of nails in the warehouse, and " +"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " +"five boxes of nails in it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:99 msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"<../../management/products/uom>`). Those three lots have the following " -"numbers: :guilabel:`20001`, :guilabel:`20002`, and :guilabel:`20003`, each " -"with five boxes in it." +"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " +"`00003` on June 1. A customer orders six boxes on June 11." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:102 msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." +"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " +"request will pick the five boxes from lot `00001` first, and then from the " +"boxes in lot `00002`, since lot `00001` entered the stock first. The box " +"from lot `00002` is taken next because it has the oldest receipt date after " +"lot `00001`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"The detailed operations for the transfer shows the nail lots to be removed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:112 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." +msgid "Last In, First Out (LIFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:117 -msgid "Closest Location" -msgstr "ตำแหน่งที่ใกล้ที่สุด" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:114 msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." +"Similar to the :abbr:`FIFO (First In, First Out)` method, the " +":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " +"on the date they entered a warehouse's stock. Instead of removing the oldest" +" stock on-hand, however, it targets the **newest** stock on-hand for " +"removal." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:118 +msgid "" +"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " +"method is placed, a transfer is created for the lot/serial number that has " +"most recently entered the stock (the **last** lot/serial number that entered" +" the warehouse's inventory)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:123 msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:126 +msgid "" +"For example, imagine there are three lots of boxes of screws in the " +"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " +"`10003`, each with 10 boxes of screws per lot." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:129 -msgid "Use removal strategies" +msgid "" +"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " +"`10003` on June 6. A customer orders seven boxes on June 8." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:132 msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." +"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " +"requested for seven boxes of screws from lot `10003` because that lot is the" +" last one to have entered the stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Features to enable in order to properly use removal strategies." +msgid "" +"The detailed operations shows which lots are being selected for the picking." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:141 -msgid "" -"To work with the :abbr:`FEFO (First Expired, First Out)` strategy, also " -"activate the :guilabel:`Expiration Dates` feature." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:140 +msgid "First Expired, First Out (FEFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:142 msgid "" -"Next, go to :menuselection:`Inventory --> Configuration --> Product " -"Categories` to define the removal strategy on a product category." +"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" +" Out)` methods target products for removal based on date of entry into the " +"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " +"products for removal based on their assigned expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:146 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " +"sales order that includes products with this removal strategy assigned " +"ensures that transfers are requested for products with the expiration date " +"soonest to the order date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:150 +msgid "" +"As an example, imagine there are three lots of six-egg boxes. Those three " +"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " +"with five boxes in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:153 +msgid "" +"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " +"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " +"and expires on July 21. A customer orders six boxes on July 5." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:157 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " +"requested for the five boxes from lot `20002` and one from lot `20001`. All " +"the boxes in lot `20002` are transferred because they have the earliest " +"expiration date. The transfer also requests one box from lot `20001` because" +" it has the next closest expiration date after lot `20002`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Force removal strategy set up as first in first out." +msgid "The detailed operations for the transfer shows the lots to be removed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:152 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:154 -msgid "" -"As explained, a :abbr:`FIFO (First In, First Out)` removal strategy implies " -"that products stocked first move out first. Companies should use this method" -" if they are selling products with short demand cycles, such as clothes, and" -" to ensure they are not stuck with outdated styles in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:158 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the :guilabel:`All/Clothes` category, where *FIFO* is set as the removal " -"strategy. In the stock location (:guilabel:`WH/Stock`), the user can find " -"the three lots available." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the white shirt lots inventory valuation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:166 -msgid "" -"Lot :guilabel:`000001` contains five shirts, :guilabel:`000002` contains " -"three shirts, and :guilabel:`000003` contains two shirts." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:167 +msgid "Using removal strategies" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:169 msgid "" -"As seen above, :guilabel:`000001` entered the stock first. Now, create a " -"sales order of six white shirts to check that those products from lot " -":guilabel:`000001` are the first ones to move out." +"To differentiate some units of products from others, the units need to be " +"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " +"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " +"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " +"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " +"save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Traceability settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Warehouse settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:183 msgid "" -"On the delivery order linked to the picking, the oldest lot numbers should " -"have been reserved thanks to the :abbr:`FIFO (First In, First Out)` " +"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " +":guilabel:`Expiration Dates` setting needs to be activated as well. To " +"enable this, go to :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " +":guilabel:`Save` to save all changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:189 +msgid "" +"Now, specific removal strategies can be defined on product categories. To do" +" this, go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and choose a product category to define the removal strategy " +"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " "strategy." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Removal strategy on a product category." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:198 +msgid "" +"To view all products with lots/serial numbers assigned to them, navigate to " +":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " +"reveals a page with drop-down menus of all products assigned lots or serial " +"numbers, filtered by *product* by default. To change the category these " +"products are filtered by, click :guilabel:`Product` (in the search bar, in " +"the top right of the page) to remove the default filter, and select a new " +"filter if desired." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" +"numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:209 +msgid "" +"To view the serial numbers being selected for a sales order, go to the " +":guilabel:`Sales app` and select the sales order in question. In the sales " +"order, click the :guilabel:`Delivery` smart button in the top right. In the " +":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " +"icon in the far right for the product in question. The :guilabel:`Detailed " +"Operations` window appears, and displays the lot or serial numbers selected " +"for that specific product for the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:217 +msgid "FIFO (First In, First Out)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:219 +msgid "" +"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " +"products which enter a warehouse's stock first are removed first. Companies " +"should use this method if they are selling products with short demand " +"cycles, such as clothes, to ensure they are not stuck with outdated styles " +"in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:224 +msgid "" +"In this example, there are three lots of white shirts. The shirts are from " +"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " +"the :guilabel:`Inventory Valuation Report`, the three different receipts are" +" listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "View of the lots of white shirts in the inventory valuation report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:232 +msgid "" +"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " +"lot `000003` contains two shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:235 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:242 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the oldest lot numbers will be reserved thanks to" +" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " +"`000001` and one shirt from lot `000002` will be selected to be sent to the " +"customer." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for a sales order with the FIFO strategy." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:252 msgid "LIFO (Last In, First Out)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:254 msgid "" -"With a *LIFO* strategy, that's quite the opposite. In fact, the products " -"that are received last move out first. :abbr:`LIFO (Last In, First Out)` is " -"mostly used for products without a shelf life." +"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " +"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " +"With this method, the products that are received **last** are moved out " +"first. This method is mostly used for products without a shelf life, and no " +"time-sensitive factors, such as expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:259 msgid "" -"In this example, let's use the white shirts again to test the :abbr:`LIFO " -"(Last In, First Out)` strategy. First, open the product category via " -":menuselection:`Inventory --> Configuration --> Product Categories` and " -"change the removal strategy to :abbr:`LIFO (Last In, First Out)`." +"In this example, there are three lots of cinder blocks. The blocks are from " +"the *All/Building Materials* category, where *FIFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Last in first out strategy set up as forced removal strategy." +msgid "View of the lots of cinder blocks in the inventory valuation report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:267 msgid "" -"Then, create a sales order for four white shirts and check that the reserved" -" products are from lots :guilabel:`000003` and :guilabel:`000002`." +"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" +" blocks, and lot `0000400` contains four cinder blocks." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:270 +msgid "" +"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " +"navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (for this example, the " +":guilabel:`All/Building Materials` category) to edit. This reveals a product" +" category form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:275 +msgid "" +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " +"Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "Last in first out (LIFO) strategy set up as forced removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:282 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:289 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the newest lot numbers will be reserved thanks to" +" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" +" lot `0000400` and one cinder block from lot `000030` will be selected to be" +" sent to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for sale with the LIFO strategy." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:201 -msgid "" -"Don't forget that the :abbr:`LIFO (Last In, First Out)` strategy is banned " -"in many countries!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:204 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:301 msgid "FEFO (First Expired, First Out)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:303 msgid "" -"With the :abbr:`FEFO (First Expired, First Out)` removal strategy, the way " -"products are picked is not based on the reception date. In this particular " -"case, they are dispatched according to their expiration date." +"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " +"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" +" strategies, because it targets products for removal based on **expiration " +"dates** instead of their warehouse receipt dates. With this method, the " +"products that are going to expire first are moved out first. This method is " +"used for perishable products, such as medicine, food, and beauty products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:309 msgid "" -"For have more information about expiration dates, please have a look at " -":doc:`the related doc " -"<../../management/lots_serial_numbers/expiration_dates>`." +"Lots are picked based on their **removal date** from earliest to latest. " +"Removal dates indicate how many days *before* the expiration date the " +"product needs to be removed from stock. The removal date is set on the " +"product form. Lots without a removal date defined are picked after lots with" +" removal dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:315 msgid "" -"By activating the :guilabel:`Expiration Dates` feature, it becomes possible " -"to define different expiration dates on the serial/lot numbers that will be " -"used in :abbr:`FEFO (First Expired, First Out)`. These expiration dates can " -"be set by going to :menuselection:`Inventory --> Products --> Lots/Serial " -"Numbers`." +"If products are not removed from stock when they should be, lots that are " +"past the expiration date may still be picked for delivery orders!" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:319 +msgid "" +"For more information about expiration dates, reference the :doc:`Expiration " +"dates " +"`" +" document." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:323 +msgid "" +"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " +"and ensure :guilabel:`Expiration Dates` is enabled. Once the " +":guilabel:`Expiration Dates` setting is enabled, it's possible to define " +"different expiration dates for individual serialized products, as well as " +"for lot numbers containing many products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:328 +msgid "" +"In this example, there are three lots of hand cream. The creams are from the" +" *All/Health & Beauty* category, where *FEFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:332 +msgid "" +"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " +"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" +" `0000003` contains ten tubes of hand cream, expiring on October 31." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"View the hand cream lot numbers and expiration dates in the inventory " +"report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:340 +msgid "" +"Expiration dates can be entered when validating the received products, or " +"set on products by going to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" +" select the product from the drop-down menu. Next, select the expiration " +"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "View of the removal date for 0000001." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:349 msgid "" -"Lots are picked based on their removal date, from earliest to latest. Lots " -"without a removal date defined are picked after lots with removal dates." +"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" +" navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (in this example, the " +":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " +"category form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:227 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:354 msgid "" -"Other dates are for informational and reporting purposes only. If not " -"removed from the stock, lots that are past the expiration dates may still be" -" picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:230 -msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` strategy, go to " -":menuselection:`Inventory --> Configuration --> Product Categories` and set " -":abbr:`FEFO (First Expired, First Out)` in the :guilabel:`Force Removal " -"Strategy` field." +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," +" First Out)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the FEFO strategy being set up as forced removal strategy." +msgid "FEFO forced removal strategy set on the product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:361 msgid "" -"For this particular case, the stock has hand cream. There are three lots of " -"them." +"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " +"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" +" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " +"the drop-down menu, or type in the name of the product in the field. Enter a" +" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" +" click :guilabel:`Save`, then click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Lot / Serial No**" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Product**" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Expiration Date**" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "0000001" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "Hand Cream" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "09/30/2019" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "0000002" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "11/30/2019" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "0000003" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "10/31/2019" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:250 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:368 msgid "" -"When a sales order for 25 units of Hand Cream is created, Odoo automatically" -" reserves the lots with the closest expiration date, :guilabel:`0000001` and" -" :guilabel:`0000003`." +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the lot numbers expiring first will be reserved " +"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " +"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " +"selected to be sent to the customer, detailed in the :guilabel:`Detailed " +"Operations` tab in the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Two hand cream lots reserved for sell with the FEFO strategy." +msgid "Hand cream lot numbers selected for the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping.rst:5 @@ -12332,13 +13157,6 @@ msgid "" "manufacturing process." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 -msgid "" -"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " -"Operations --> Scrap`. Each scrap order shows the date and time the order " -"was created, along with the product and quantity that was scrapped." -msgstr "" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:23 msgid "" "To view the total quantity of each item scrapped, navigate to " @@ -12890,25 +13708,25 @@ msgstr "" msgid "Use the Master Production Schedule" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:5 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:7 msgid "" "The Master Production Schedule (MPS) is a valuable tool to plan your " "production based on your demand forecast." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:13 msgid "" "Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` " "and activate the Master Production Schedule feature before hitting save." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:17 msgid "" "In the MPS settings, you can define the time range of your MPS " "(month/week/day) and the number of periods you want to display at all times." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:18 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:20 msgid "" "Now, go to :menuselection:`Planning --> Master Production Schedule` and " "click on *add a product*. You can now define your safety stock target (= the" @@ -12916,7 +13734,7 @@ msgid "" "and maximum quantities that must or can be replenished in each period." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:26 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:28 msgid "" "In the MPS view, you can decide which information you would like to display " "by clicking on *rows*. For instance, the *Actual demand* will show you which" @@ -12926,11 +13744,11 @@ msgid "" "to hide rows if you like." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 msgid "Estimate your demand and launch replenishment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:40 msgid "" "The next step is to estimate the demand for the chosen period. This is done " "in the *Forecasted Demand* Row. You can easily, at any time, compare the " @@ -12939,7 +13757,7 @@ msgid "" "components." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:48 msgid "" "Once the forecasted demand has been set, the quantity to replenish for the " "different periods will automatically be computed. The replenishments you are" @@ -12948,14 +13766,14 @@ msgid "" " replenishment by clicking on the replenish button." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:52 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:54 msgid "" "Depending on the configuration of the product (buy vs. manufacture), " "requests for quotations or manufacturing orders will be created. You can " "easily access those by clicking on the *Actual Replenishment* cell." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:61 msgid "" "In case you manually edit the *Suggested Replenishment* quantity, a small " "cross will appear on the left hand side of the cell. In case you want to go " @@ -12963,74 +13781,74 @@ msgid "" "cross." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 msgid "Cells color signification" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:69 msgid "" "The cells, which are part of the *Suggested Replenishment* line, can take " "different colors depending on the situation:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:70 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 msgid "" "**Green**: quantity of products which should be replenished to reach the " "expected safety stock considering the demand forecast and the indirect " "demand forecast." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 msgid "" "**Grey**: replenishment order has already been generated, and its quantity " "still matches current data." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 msgid "" "**Red**: replenishment order has already been generated, and its quantity " "was too high considering current data." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 msgid "" "**Orange**: replenishment order has already been generated, and its quantity" " was too low considering current data." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:80 msgid "" "The *Forecasted stock* line can also contain red cells, which means the " "stock will be negative during the period in question." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 msgid "What if I have underestimated the demand?" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:86 msgid "" "You can still increase the demand forecast. It will impact the quantity to " "replenish. The cell will become orange, and you’ll be able to launch a new " "replenishment." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 msgid "What if I have overestimated the demand?" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:93 msgid "" "You can decrease the demand forecast. The cell will become red to inform you" " that you’ve ordered more than planned. If you’re still able to do it, you " "can cancel some RFQ or MO manually." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 msgid "What if I wrongly added a product to the MPS?" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:100 msgid "" "You can easily remove a product from the MPS by clicking the small bin on " "the right of its name." @@ -13106,17 +13924,17 @@ msgstr "" msgid "An example of a fully configured work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 msgid "Set standards for work center productivity" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:40 msgid "" "The :guilabel:`General Information` tab on the work center form allows for " "productivity goals to be assigned to a work center:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:43 msgid "" ":guilabel:`Time Efficiency`: used to calculate the expected duration of a " "work order at the work center; for example, if a work order normally takes " @@ -13124,35 +13942,35 @@ msgid "" "minutes" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:44 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 msgid "" ":guilabel:`Capacity`: the number of operations that can be performed at the " "work center simultaneously" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 msgid ":guilabel:`OEE Target`: the target for efficiency at the work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:47 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 msgid "" ":guilabel:`Setup Time`: time required to set up the work center before work " "can commence" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 msgid "" ":guilabel:`Cleanup Time`: time required to clean the work center after work " "is finished" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:51 msgid "" ":guilabel:`Cost per hour`: the cost of operating the work center for one " "hour" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:52 msgid "" ":guilabel:`Analytic Account`: the account where the cost of the work center " "should be recorded" @@ -13162,44 +13980,44 @@ msgstr "" msgid "The general information tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:57 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 msgid "Assign equipment to a work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:61 msgid "" "Using the :guilabel:`Equipment` tab, it is possible for specific pieces of " "equipment to be assigned to a work center. The following information will be" " displayed for each piece of equipment added:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:62 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 msgid ":guilabel:`Equipment Name`: the name of the piece of equipment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:63 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 msgid "" ":guilabel:`Technician`: the technician responsible for servicing the " "equipment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:66 msgid ":guilabel:`Equipment Category`: the category the equipment belongs to" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 msgid "" ":guilabel:`MTBF`: mean time between failures; the average time that the " "piece of equipment will operate before failing" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 msgid "" ":guilabel:`MTTR`: mean time to recovery; the average time it takes for the " "equipment to become fully operational again" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:71 msgid "" ":guilabel:`Est. Next Failure`: an estimate of when the next equipment " "failure will occur" @@ -13209,31 +14027,31 @@ msgstr "" msgid "The equipment tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:78 msgid "" ":guilabel:`MTBF`, :guilabel:`MTTR`, and :guilabel:`Est. Next Failure` are " "all calculated automatically based on past failure data, if any exists." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 msgid "Integrate IoT devices" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:86 msgid "" "The :guilabel:`IoT Triggers` tab enables the integration of :abbr:`IoT " "(Internet of Things)` devices with a work center:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 msgid ":guilabel:`Device`: specifies the IoT device to be triggered" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:88 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:90 msgid ":guilabel:`Key`: the security key for the device" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:91 msgid ":guilabel:`Action`: the IoT device action triggered" msgstr "" @@ -13241,11 +14059,11 @@ msgstr "" msgid "The IoT Triggers tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 msgid "Use case: configure an alternative work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:100 msgid "" "When a work center is at capacity, it cannot accept any new work orders. " "Instead of waiting for the work center to become available, it is possible " @@ -13253,7 +14071,7 @@ msgid "" "carried out." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:102 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:104 msgid "" "Begin by creating a new work center. Configure the :guilabel:`Equipment` tab" " so that it has all of the same equipment as the main work center. This will" @@ -13262,7 +14080,7 @@ msgid "" ":guilabel:`Alternative Workcenters` selection field." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:107 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:109 msgid "" "Now, create a new manufacturing order that uses the main work center for one" " of its operations. The main work center will automatically be selected for " @@ -13276,7 +14094,7 @@ msgid "" "Click the plan button to automatically select an available work center." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:116 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:118 msgid "" "If the main work center is at capacity, the work center selected for the " "operation will be automatically changed to the alternative work center." @@ -13286,11 +14104,11 @@ msgstr "" msgid "The alternative work center is automatically selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:124 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 msgid "Monitor work center performance" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:128 msgid "" "Performance for an individual work center can be viewed by selecting " ":menuselection:`Configuration --> Work Centers`, and clicking on a work " @@ -13298,23 +14116,23 @@ msgid "" "at the top right of the form:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:130 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 msgid "" ":guilabel:`OEE`: overall effective efficiency, the percentage of time that " "the work center has been fully productive" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 msgid ":guilabel:`Lost`: the amount of time lost due to work stoppages" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:133 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:135 msgid "" ":guilabel:`Load`: the amount of time it will take to complete the current " "workload" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:136 msgid "" ":guilabel:`Performance`: the real duration of work time, shown as a " "percentage of the expected duration" diff --git a/locale/th/LC_MESSAGES/productivity.po b/locale/th/LC_MESSAGES/productivity.po index fe6ad518d..d8679a4a5 100644 --- a/locale/th/LC_MESSAGES/productivity.po +++ b/locale/th/LC_MESSAGES/productivity.po @@ -8,6 +8,7 @@ # Odoo Thaidev , 2022 # Wichanon Jamwutthipreecha, 2023 # Khwunchai Jaengsawang , 2023 +# Wil Odoo, 2023 # Rasareeyar Lappiam, 2023 # #, fuzzy @@ -15,7 +16,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" "Last-Translator: Rasareeyar Lappiam, 2023\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" @@ -502,62 +503,51 @@ msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:106 msgid "" -"After one user syncs their Outlook calendar to the Odoo database, unwanted " -"email notifications are unavoidable because the first synchronized user's " -"events will be in the Odoo Calendar. If the Odoo database is shared amongst " -"multiple users, and another user wants to sync their Outlook calendar with " -"Odoo Calendar, Outlook will again pull the existing Odoo Calendar events " -"during the sync and treat them as new events, causing Outlook to send email " -"invitations to all event attendees." -msgstr "" - -#: ../../content/applications/productivity/calendar/outlook.rst:113 -msgid "" "In summary, once a user synchronizes their Outlook calendar with the Odoo " "calendar:" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:115 +#: ../../content/applications/productivity/calendar/outlook.rst:108 msgid "" "Creating an event in Odoo causes Outlook to send an invitation to all event " "attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:116 +#: ../../content/applications/productivity/calendar/outlook.rst:109 msgid "" "Deleting an event in Odoo causes Outlook to send a cancellation to all event" " attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:117 +#: ../../content/applications/productivity/calendar/outlook.rst:110 msgid "" "Unarchiving an event in Odoo causes Outlook to send an invitation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:118 +#: ../../content/applications/productivity/calendar/outlook.rst:111 msgid "" "Archiving an event in Odoo causes Outlook to send a cancellation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:119 +#: ../../content/applications/productivity/calendar/outlook.rst:112 msgid "" "Adding a contact to an event causes Outlook to send an invitation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:120 +#: ../../content/applications/productivity/calendar/outlook.rst:113 msgid "" "Removing a contact from an event causes Outlook to send a cancellation to " "all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:123 +#: ../../content/applications/productivity/calendar/outlook.rst:116 msgid "Sync Odoo Calendar and Outlook" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:125 +#: ../../content/applications/productivity/calendar/outlook.rst:118 msgid "" "In the Odoo database, go to the :guilabel:`Calendar` module and click the " ":guilabel:`Outlook` sync button. The page will redirect to a Microsoft login" @@ -569,13 +559,13 @@ msgstr "" msgid "The \"Outlook\" sync button in Odoo Calendar." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:133 +#: ../../content/applications/productivity/calendar/outlook.rst:126 msgid "" "The synchronization is a two-way process, meaning that events are reconciled" " in both accounts (Outlook and Odoo)." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:137 +#: ../../content/applications/productivity/calendar/outlook.rst:130 msgid "" "All users that want to use the synchronization simply need to :ref:`sync " "their calendar with Outlook `. The configuration of " @@ -585,11 +575,11 @@ msgid "" "for their internal and external users." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:144 +#: ../../content/applications/productivity/calendar/outlook.rst:137 msgid ":doc:`../mail_plugins/outlook`" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:145 +#: ../../content/applications/productivity/calendar/outlook.rst:138 msgid ":doc:`google`" msgstr "" @@ -905,7 +895,7 @@ msgid "View of the contacts’ status for Odoo Discuss" msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:97 -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:65 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:250 msgid ":doc:`team_communication`" msgstr "" @@ -914,99 +904,429 @@ msgid ":doc:`/applications/general/email_communication/email_servers`" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:3 -msgid "Get Organized by Planning Activities" -msgstr "" +msgid "Activities" +msgstr "กิจกรรม" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:5 msgid "" -"When you plan activities you minimize the risk of uncertainties, as you " -"provide clear directions for the course of your next action. In addition to " -"that, you do not leave space for wasteful activities and reduce the chance " -"of having overlapping actions between team members." +"*Activities* are follow-up tasks tied to a record in an Odoo database. " +"Activities can be scheduled on any page of the database that contains a " +"chatter thread, kanban view, list view, or activities view of an " +"application." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:10 -msgid "Where do I see my schedule activities?" +msgid "Schedule activities" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:12 msgid "" -"Access and manage your activities wherever you are in Odoo by the " -"*Activities* menu." +"One way that activities are created is by clicking the :guilabel:`Schedule " +"Activity` button, located at the top of the *chatter* on any record. On the " +"pop-up window that appears, select an :guilabel:`Activity Type` from the " +"drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:17 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:21 +msgid "" +"Enter a title for the activity in the :guilabel:`Summary` field, located in " +"the :guilabel:`Schedule Activity` pop-up window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:24 +msgid "" +"To assign the activity to a different user, select a name from the " +":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the " +"activity is automatically assigned." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:27 +msgid "" +"Lastly, feel free to add any additional information in the optional " +":guilabel:`Log a note...` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:30 +msgid "" +"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " +"window auto-populates based on the configuration settings for the selected " +":guilabel:`Activity Type`. However, this date can be changed by selecting a " +"day on the calendar in the :guilabel:`Due Date` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:34 +msgid "Lastly, click one of the following buttons:" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:36 +msgid "" +":guilabel:`Schedule`: adds the activity to the chatter under " +":guilabel:`Planned activities`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:37 +msgid "" +":guilabel:`Mark as Done`: adds the details of the activity to the chatter " +"under :guilabel:`Today`. The activity is not scheduled, it is automatically " +"marked as completed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:39 +msgid "" +":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " +"marked as done, and opens a new activity window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:41 +msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads page emphasizing the activities menu for Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:20 -msgid "Plan activities" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:22 -msgid "" -"Activities can be planned and managed from the chatter by clicking on " -"*Schedule activity*, or through Kanban views." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads and the option to schedule an activity for Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:31 -msgid "Set your activity types" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:33 -msgid "" -"A number of activities types are available by default in Odoo (call, email, " -"meeting, etc.). However, you can set new ones going to " -":menuselection:`Settings --> Activity types`." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of the settings page emphasizing the menu activity types for Odoo " -"Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:42 -msgid "" -"If you need to create an activity type with an available calendar, make sure" -" to create it with an *Action to Perform* set as *Meeting*." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:46 -msgid "Recommend next activities" +msgid "View of CRM leads and the option to schedule an activity." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:48 msgid "" -"Odoo helps you to plan a flow of activities by allowing you to set " -"*Recommended Next Activities*." +"Depending on the activity type, the :guilabel:`Schedule` button may be " +"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` " +"button." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:51 +msgid "" +"Scheduled activities are added to the chatter for the record under " +":guilabel:`Planned activities`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:57 +msgid "" +"Activities can also be scheduled from the kanban, list, or activities view " +"of an application." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:61 +msgid "Kanban view" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:63 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill " +"out the pop-up form." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Kanban view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:70 +msgid "List view" +msgstr "ดูล่าสุด" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:72 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already " +"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 " +"(phone)` or an :guilabel:`✉️ (envelope)` icon." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "List view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:80 +msgid "Activity view" +msgstr "มุมมองกิจกรรม" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:82 +msgid "" +"To open the activity view for an application, select the :guilabel:`🕘 " +"(clock)` icon from the menu bar anywhere in the database. Select any " +"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` " +"icon for the desired app." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity menu drop down with focus on where to open activity view for CRM." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:90 +msgid "" +"Select a record on which to schedule an activity. Move across the row to " +"find the desired activity type, then click the :guilabel:`＋ (plus sign)`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:98 +msgid "" +"Activity colors, and their relation to an activity's due date, is consistent" +" throughout Odoo, regardless of the activity type, or the view." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:101 +msgid "" +"Activities that appear in **green** indicate a due date sometime in the " +"future." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:102 +msgid "**Yellow** indicates that the activity's due date is today." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:103 +msgid "" +"**Red** indicates that the activity is overdue and the due date has passed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:105 +msgid "" +"For example, if an activity is created for a phone call, and the due date " +"passes, the activity appears with a red phone in list view, and a red clock " +"on the kanban view." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:109 +msgid "View scheduled activities" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:111 +msgid "" +"To view scheduled activities, open either the :menuselection:`Sales app` or " +":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located " +"to the far-right side of the other view options." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:114 +msgid "" +"Doing so opens the activities menu, showcasing all the scheduled activities " +"for the user, by default. To show all activities for every user, remove the " +":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:118 +msgid "" +"To view a consolidated list of activities separated by the application where" +" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on" +" the header menu to see the activities for that specific application in a " +"drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:122 +msgid "" +"The possibility to :guilabel:`Add new note` and :guilabel:`Request a " +"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘" +" (clock)` icon on the header menu is clicked." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of CRM leads page emphasizing the activities menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:130 +msgid "Configure activity types" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:132 +msgid "" +"To configure the types of activities in the database, go to " +":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of the settings page emphasizing the menu activity types." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:139 +msgid "" +"Doing so reveals the :guilabel:`Activity Types` page, where the existing " +"activity types are found." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:141 +msgid "" +"To edit an existing activity type, select it from the list, then click " +":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:144 +msgid "" +"At the top of a blank activity type form, start by choosing a " +":guilabel:`Name` for the new activity type." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "New activity type form." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:152 +msgid "Activity settings" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:155 +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "การดำเนินการ" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:157 +msgid "" +"The *Action* field specifies the intent of the activity. Some actions " +"trigger specific behaviors after an activity is scheduled." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:160 +msgid "" +"If :guilabel:`Upload Document` is selected, a link to upload a document is " +"added directly to the planned activity in the chatter." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:162 +msgid "" +"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " +"have the option to open their calendar to schedule a time for this activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:164 +msgid "" +"If :guilabel:`Request Signature` is selected, a link is added to the planned" +" activity in the chatter that opens a signature request pop-up window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:168 +msgid "" +"The actions available to select on an activity type vary, depending on the " +"applications currently installed in the database." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:172 +msgid "Default user" +msgstr "ผู้ใช้เริ่มต้น" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:174 +msgid "" +"To automatically assign this activity to a specific user when this activity " +"type is scheduled, choose a name from the :guilabel:`Default User` drop-down" +" menu. If this field is left blank, the activity is assigned to the user who" +" creates the activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:179 +msgid "Default summary" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:181 +msgid "" +"To include notes whenever this activity type is created, enter them into the" +" :guilabel:`Default Summary` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:185 +msgid "" +"The information in the :guilabel:`Default User` and :guilabel:`Default " +"Summary` fields are included when an activity is created. However, they can " +"be altered before the activity is scheduled or saved." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:190 +msgid "Next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:192 +msgid "" +"To automatically suggest, or trigger, a new activity after an activity has " +"been marked complete, the :guilabel:`Chaining Type` must be set." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:196 +msgid "Suggest next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:198 +msgid "" +"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " +"Activity`. Upon doing so, the field underneath changes to: " +":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " +"select any activities to recommend as follow-up tasks to this activity type." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:202 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:230 +msgid "" +"In the :guilabel:`Schedule` field, choose a default deadline for these " +"activities. To do so, configure a desired number of :guilabel:`Days`, " +":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " +":guilabel:`after completion date` or :guilabel:`after previous activity " +"deadline`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:207 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:235 +msgid "" +"This :guilabel:`Schedule` field information can be altered before the " +"activity is scheduled." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:209 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:237 +msgid "When all configurations are complete, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "Schedule activity popup with emphasis on recommended activities." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:216 +msgid "" +"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " +"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " +"users are presented with recommendations for activities as next steps." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:221 +msgid "Trigger next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:223 +msgid "" +"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " +"immediately launches the next activity once the previous one is completed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:226 +msgid "" +"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " +"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " +":guilabel:`Trigger` field drop-down menu, select the activity that should be" +" launched once this activity is completed." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "" -"View of an activity type form emphasizing the field recommended next activities for Odoo\n" -"Discuss" +"Schedule new activity popup with emphasis on Done and launch next button." msgstr "" -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:55 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:244 msgid "" -"Once the respective activity is completed, select *Done & Schedule Next* and" -" next steps are suggested to you." +"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" +" Next Activity`, marking the activity as `Done` immediately launches the " +"next activity listed in the :guilabel:`Trigger` field." msgstr "" -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of an activity being schedule emphasizing the recommended activities field being\n" -"shown for Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:64 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:249 #: ../../content/applications/productivity/discuss/overview/team_communication.rst:98 msgid ":doc:`get_started`" msgstr "" @@ -1169,8 +1489,23 @@ msgstr "" msgid "Internet of Things (IoT)" msgstr "Internet of Things (IoT)" +#: ../../content/applications/productivity/iot.rst:17 +msgid "" +"The Open Platform Communications (OPC) Unified Architecture (UA) protocol is" +" now supported by the :abbr:`IoT (Internet of Things)` box. :abbr:`OPC (Open" +" Platform Communications)` :abbr:`UA (United Architecture)` is an open " +"standard that specifies information exchange for industrial communication on" +" devices, between machines and between systems. This includes communication " +"between information technology and operational technology. :abbr:`OPC (Open " +"Platform Communications)` :abbr:`UA (United Architecture)` can be used with " +"any software platform, on a wide variety of devices, and deployed securely. " +"The :abbr:`IoT (Internet of Things)` box has entered the world of the " +"Industry 4.0 standard and can be utilized in a wide variety of industries, " +"and for things like building automation, packaging, utilities, etc." +msgstr "" + #: ../../content/applications/productivity/iot/config.rst:5 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:6 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:10 msgid "Configuration" msgstr "การกำหนดค่า" @@ -3979,194 +4314,214 @@ msgstr "" msgid "Outlook Plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:8 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:5 +msgid "" +"Outlook allows for third-party applications to connect in order to execute " +"database actions from emails. Odoo has a plugin for Outlook that allows for " +"the creation of an opportunity from the email panel." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:12 msgid "" "The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both" " on Odoo and Outlook." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:17 msgid "Enable Mail Plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:19 msgid "" -"First, you need to enable the *Mail Plugin* feature in your database. Go to " +"First, enable the *Mail Plugin* feature in the database. Go to " ":menuselection:`Settings --> General Settings --> Integrations`, enable " -"*Mail Plugin*, and *Save* the configuration." -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:21 -msgid "Install the Outlook Plugin" -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:23 -msgid "Open your Outlook mailbox and select any email." +":guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:25 -msgid "Click on the *More actions* button and select *Get Add-ins*." +msgid "Install the Outlook Plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "More actions button in Outlook" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:27 +msgid "" +"Download (:menuselection:`Save Page As --> Web Page XML only`) the following" +" XML file to upload later: " +"`https://download.odoocdn.com/plugins/outlook/manifest.xml " +"`_." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:31 -msgid "Select the *My add-ins* tab." +msgid "" +"Next, open the Outlook mailbox, and select any email. After completing this," +" click on the :guilabel:`More actions` button in the upper right-side and " +"select :guilabel:`Get Add-ins`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "More actions button in Outlook" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:38 +msgid "" +"Following this step, select the :guilabel:`My add-ins` tab on the left-side." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "My add-ins in Outlook" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:37 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:44 msgid "" -"Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add " -"from URL...*" +"Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ " +"Add a custom add-in`, and then on :guilabel:`Add from file...`" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-ins in Outlook" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:43 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:51 msgid "" -"Enter the following URL " -"`https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` and press " -"*OK*." +"For the next step, attach the `manifest.xml` file downloaded above, and " +"press :guilabel:`OK`. Next, read the warning and click on " +":guilabel:`Install`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering the add-in URL in Outlook" -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:50 -msgid "Read the warning and click on *Install*." -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-in installation warning in Outlook" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:59 -msgid "Connect your database" -msgstr "" - #: ../../content/applications/productivity/mail_plugins/outlook.rst:61 -msgid "" -"Open any email in your Outlook mailbox, click on the *More actions* button, " -"and select *Odoo for Outlook*." +msgid "Connect the database" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:63 +msgid "" +"Now, Outlook will be connected to the Odoo database. First, open any email " +"in the Outlook mailbox, click on the :guilabel:`More actions` button in the " +"upper right-side, and select :guilabel:`Odoo for Outlook`." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook add-in button" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:71 msgid "" "The right-side panel can now display **Company Insights**. At the bottom, " -"click on *Login*." +"click on :guilabel:`Login`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Logging in your Odoo database" -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 -msgid "" -"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" -" available as a trial. This feature requires :ref:`prepaid credits " -"`." +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Logging in the Odoo database" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:79 msgid "" -"If, after a short while, the panel is still empty, it is possible that your " -"browser cookie settings prevented it from loading. Note that these settings " -"also change if you are in \"Incognito\" mode on your browser." +"Only a limited amount of **Company Insights** (*Lead Enrichment*) requests " +"are available as a trial database. This feature requires :ref:`prepaid " +"credits `." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:84 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:83 msgid "" -"To fix this issue, configure your browser to always allow cookies on Odoo's " +"If, after a short while, the panel is still empty, it is possible that the " +"browser cookie settings prevented it from loading. Note that these settings " +"also change if the browser is in \"Incognito\" mode." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:87 +msgid "" +"To fix this issue, configure the browser to always allow cookies on Odoo's " "plugin page." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:86 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:89 msgid "" -"For Google Chrome, you can do so by following the guide at: " -"`https://support.google.com/chrome/answer/95647 " -"`_" -" and adding `download.odoo.com` to the list of `Sites that can always use " +"For Google Chrome, change the browser cookie settings by following the guide" +" at: `https://support.google.com/chrome/answer/95647 " +"`_ and adding " +"`download.odoo.com` to the list of :guilabel:`Sites that can always use " "cookies`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:90 -msgid "Once done, the Outlook panel needs to be opened again." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:94 +msgid "Once this is complete, the Outlook panel needs to be opened again." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 -msgid "Enter your Odoo database URL and click on *Login*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:96 +msgid "Now, enter the Odoo database URL and click on :guilabel:`Login`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering your Odoo database URL" +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Entering the Odoo database URL" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:99 -msgid "Click on *Allow* to open the pop-up window." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:102 +msgid "Next, click on :guilabel:`Allow` to open the pop-up window." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "New window pop-up warning" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 -msgid "If you aren't logged into your database, enter your credentials." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:108 +msgid "" +"If the user isn't logged into the database, enter the credentials. Click on " +":guilabel:`Allow` to let the Outlook Plugin connect to the database." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:107 -msgid "Click on *Allow* to let the Outlook Plugin connect to your database." -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Allowing the Outlook Plugin to connect to a database" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:116 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 msgid "Add a shortcut to the plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:120 msgid "" "By default, the Outlook Plugin can be opened from the *More actions* menu. " "However, to save time, it's possible to add it next to the other default " "actions." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:121 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:123 msgid "" -"In your Outlook mailbox, click on *Settings*, then on *View all Outlook " -"settings*." +"In the Outlook mailbox, click on :guilabel:`Settings`, then on " +":guilabel:`View all Outlook settings`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Viewing all Outlook settings" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:127 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:130 msgid "" -"Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and " -"then *Save*." +"Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on " +":guilabel:`Odoo for Outlook`, and then :guilabel:`Save`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook customized action" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:133 -msgid "Open any email; the shortcut should be displayed." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:137 +msgid "Following this step, open any email; the shortcut should be displayed." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:144 +msgid "Using the plugin" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:146 +msgid "" +"Now that the plug-in is installed and operational, all that needs to be done" +" to create a lead is to click on the `O` [Odoo icon] or navigate to " +":guilabel:`More actions` and click on :guilabel:`Odoo for Outlook`. The side" +" panel will appear on the right-side, and under :guilabel:`Opportunities` " +"click on :guilabel:`New`. A new window with the created opportunity in the " +"Odoo database will populate." msgstr "" #: ../../content/applications/productivity/studio.rst:6 @@ -4400,10 +4755,6 @@ msgid "" " It works the same way as when you apply filters on a model." msgstr "" -#: ../../content/applications/productivity/studio/automated_actions.rst:134 -msgid "Action" -msgstr "การดำเนินการ" - #: ../../content/applications/productivity/studio/automated_actions.rst:136 msgid "" "Determine what the automated action should do (server action). There are " diff --git a/locale/th/LC_MESSAGES/sales.po b/locale/th/LC_MESSAGES/sales.po index e4a0a8f16..ebb1de8b8 100644 --- a/locale/th/LC_MESSAGES/sales.po +++ b/locale/th/LC_MESSAGES/sales.po @@ -15,7 +15,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" "Last-Translator: Rasareeyar Lappiam, 2023\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" @@ -80,7 +80,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:16 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 @@ -996,9 +996,10 @@ msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" -"While working with your opportunities, you might lose some of them. You will" -" want to keep track of the reasons you lost them and also which ways Odoo " -"can help you recover them in the future." +"Not all opportunities result in successful sales. In order to keep the " +"pipeline up to date, lost opportunities need to be identified. Specifying " +"the reason why an opportunity was lost provides additional insight that can " +"prove useful for future opportunities." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 @@ -1007,84 +1008,193 @@ msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" -"While in your pipeline, select any opportunity you want and you will see a " -"*Mark Lost* button." +"To mark a lead as lost, open the :menuselection:`CRM` application, and " +"select a lead from the pipeline, by clicking on its corresponding kanban " +"card. Doing so reveals that lead's detail form." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15 msgid "" -"You can then select an existing *Lost Reason* or create a new one right " -"there." +"Then, click :guilabel:`Lost`, located at the top of the lead's detail form." msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22 -msgid "Manage & create lost reasons" -msgstr "" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:24 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" -"You will find your *Lost Reasons* under :menuselection:`Configuration --> " -"Lost Reasons`." +"Buttons from the top of an opportunity record with the lost button " +"emphasized." msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:21 msgid "" -"You can select & rename any of them as well as create a new one from there." +"This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an " +"existing lost reason. If no applicable reason is available, create a new one" +" by entering it into the :guilabel:`Lost Reason` field, and clicking " +":guilabel:`Create`." msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30 -msgid "Retrieve lost opportunities" -msgstr "" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:32 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:25 msgid "" -"To retrieve lost opportunities and do actions on them (send an email, make a" -" feedback call, etc.), select the *Lost* filter in the search bar." +"Additional notes and comments can be added below the lost reason designated " +"in the :guilabel:`Lost Reason` field." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:28 +msgid "" +"When all the desired information has been entered in the :guilabel:`Lost " +"Reason` pop-up window, click :guilabel:`Submit`." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost reasons popup with sample reasons." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:35 +msgid "" +"Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo " +"returns to the lead detail form, where a new red :guilabel:`Lost` banner is " +"now present in the upper-right corner of the lead." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 -msgid "You will then see all your lost opportunities." +msgid "Create/edit lost reasons" msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" -"If you want to refine them further, you can add a filter on the *Lost " -"Reason*." +"To create a new lost reason, or edit an existing one, navigate to " +":menuselection:`CRM app --> Configuration --> Lost Reasons`." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44 -msgid "For Example, *Too Expensive*." -msgstr "" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:50 -msgid "Restore lost opportunities" -msgstr "" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:52 msgid "" -"From the Kanban view with the filter(s) in place, you can select any " -"opportunity you wish and work on it as usual. You can also restore it by " -"clicking on *Archived*." +"To edit an existing reason, click on the reason that should be modified. " +"When clicked, that reason becomes highlighted. Once highlighted, change the " +"description of the selected lost reason by editing the " +":guilabel:`Description` field. When done, click :guilabel:`Save` in the " +"upper-left corner." msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:59 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:48 msgid "" -"You can also restore items in batch from the Kanban view when they belong to" -" the same stage. Select *Restore Records* in the column options. You can " -"also archive the same way." +"To create a new lost reason, click :guilabel:`Create` in the upper-left " +"corner of the :guilabel:`Lost Reasons` page. Doing so reveals a new blank " +"line in the :guilabel:`Description` field. Then, proceed to type in the new " +"lost reason in that new line. Once ready, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66 -msgid "To select specific opportunities, you should switch to the list view." +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54 +msgid "Retrieve lost opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:56 +msgid "" +"To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM " +"app` to the main :guilabel:`Pipeline` dashboard. Then, click the " +":guilabel:`Filters` drop-down menu, located beneath the search bar." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with lost filter emphasized." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 +msgid "" +"From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` " +"option. Upon selecting :guilabel:`Lost`, only the leads that have been " +"marked as `Lost` appear on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 +msgid "" +"To filter leads by a specific lost reason, select :menuselection:`Filters " +"--> Add Custom Filter`. Doing so reveals another drop-down menu with three " +"fields." msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71 msgid "" -"Then you can select as many or all opportunities and select the actions you " -"want to take." +"In the top field drop-down menu, select :guilabel:`Lost Reason`. In the " +"second field drop-down menu, select :guilabel:`Contains`. Then, in the third" +" field of the :guilabel:`Add Custom Field` sub menu, type in the specific " +"keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking " +":guilabel:`Apply`, Odoo reveals all the lost leads with a reason that " +"contains that specified keyword(s)." msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:78 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with custom filter added for lost reason." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81 +msgid "Restore lost opportunities" +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 +msgid "" +"To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` " +"dashboard on the *CRM* app, open the :guilabel:`Filters` drop-down menu, and" +" select the :guilabel:`Lost` option. Doing so reveals all the lost " +"opportunities on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:87 +msgid "" +"Then, click on the kanban card of the desired lost opportunity to restore, " +"which opens that lead's detail form." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:90 +msgid "" +"From the lost lead's detail form, click :guilabel:`Restore` in the upper-" +"left corner. Doing so removes the red :guilabel:`Lost` banner from the lead " +"form, signifying the lead has been restored." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost opportunity with emphasis on the Restore button." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98 +msgid "Restore multiple opportunities at once" +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:100 +msgid "" +"To restore multiple opportunities at once, navigate to the main " +":guilabel:`Pipeline` dashboard in the *CRM* app, open the " +":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:103 +msgid "" +"Next, select the list view option, which is represented by the three-line " +":guilabel:`☰ (list)` icon in the upper-right corner. Doing so places all the" +" leads from the :guilabel:`Pipeline` page in a list form. With the list form" +" chosen, select the checkbox to the left of each desired opportunity/lead to" +" be restored." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:108 +msgid "" +"Once the desired opportunities/leads have been selected, click the " +":guilabel:`⚙️ Action (gear)` drop-down menu at the top of the " +":guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` drop-down " +"menu, select :guilabel:`Unarchive`." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:112 +msgid "" +"Doing so removes those selected lost opportunities from the " +":guilabel:`Pipeline` page because they no longer fit into the `Lost` filter " +"criteria. To reveal these newly-restored leads, delete the `Lost` filter " +"from the search bar." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Action button from list view with the Unarchive option emphasized." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:121 msgid ":doc:`../performance/win_loss`" msgstr "" @@ -2960,7 +3070,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:16 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 msgid "Configure the Payment Method" msgstr "" @@ -2988,7 +3098,7 @@ msgid "Create a new payment method for the SIX payment terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:37 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:40 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 msgid "Pay with a Payment Terminal" msgstr "" @@ -3040,13 +3150,20 @@ msgid "" " procedure only suitable for North American businesses." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:18 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +msgid "" +"Vantiv card readers should be purchased exclusively from Vantiv, as certain " +"Vantiv terminals bought on Amazon do not include the correct encryption " +"needed to be used with an Odoo database." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" "First, go in the general settings of the POS app, and activate the Vantiv " "setting." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:24 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 msgid "" "Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "go in the payments section and access your payment methods. Create a new " @@ -3054,14 +3171,14 @@ msgid "" "create new Vantiv credentials." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:32 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" "To create new Vantiv credentials, fill in your merchant ID and password, " "then save. Make sure the credentials you just created are selected, then " "save the payment method." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:42 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 msgid "" "In your PoS interface, at the moment of the payment, select your Vantiv " "payment method and… that’s all." @@ -7940,85 +8057,98 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 -msgid "Get paid to confirm an order" +msgid "Online payment order confirmation" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" -"In general, online payments are considered as a fast and secure alternative " -"to traditional payment methods. It is generally cheaper, easier and faster " -"than other payment methods. It is particularly useful and efficient for " -"international transactions. With Odoo Sales, you can use online payments to " -"get automatic orders confirmation. Online payments are made instantly, so " -"it's very convenient and saves lots of time in a basic sales process." +"With Odoo *Sales*, online payments can be used to get automatic confirmation" +" on orders." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:8 msgid "Enable online payment" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:14 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "" -"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the" -" **Online Payment** feature." +"Go to :menuselection:`Sales app --> Configuration --> Settings`, scroll to " +"the :guilabel:`Quotations \\& Orders` heading, and activate the " +":guilabel:`Online Payment` feature by checking the box next to it, and " +"clicking :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to enable online payment on Odoo Sales?" +msgid "How to enable online payment on Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:22 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:18 msgid "" -"There, you will have direct access to the **Payment Acquirers** page. It " -"will allow you to select and configure your acquirers of choice. Before " -"creating or modifying a payment acquirer, be sure to check out our " -"documentation about how to be paid with payment acquirers such as " -":doc:`/applications/finance/payment_acquirers/paypal`, " -":doc:`/applications/finance/payment_acquirers/authorize`, and others in the " -":doc:`/applications/finance/payment_acquirers` documentation." +"After checking the box beside the :guilabel:`Online Payment` feature, a link" +" to the :guilabel:`Payment Acquirers` appears beneath it. Click that link to" +" reveal the entire :guilabel:`Payment Acquirers` page." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 +msgid "Payment acquirers page in the Odoo Sales application." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:26 +msgid "" +"On the :guilabel:`Payment Acquirers` page, payment acquirers can be selected" +" and configured. Before creating (or modifying) a payment acquirer, be sure " +"to review the documentation related to the ways payment acquirers can be " +"used with Odoo, such as:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:30 -msgid "" -"If you are familiar with this documentation: :doc:`quote_template`; you can " -"activate or not the **Online Payment** feature for each template you use, " -"under their confirmation tab." +msgid ":doc:`../../../finance/payment_acquirers/paypal`" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:31 +msgid ":doc:`../../../finance/payment_acquirers/authorize`" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:32 +msgid ":doc:`../../../finance/payment_acquirers`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 +msgid "" +"On quotation templates, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Confirmation` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:38 +msgid "" +"On standard quotations, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Other Info` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:42 msgid "Register a payment" msgstr "ลงทะเบียนการชําระเงิน" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:37 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:44 msgid "" -"After opening quotations from their received email, your customers will have" -" different possibilities to make their online payments. For example:" +"After opening quotations from the email they receive, customers are " +"presented with different options to make online payments, in the " +":guilabel:`Pay with` section." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to register a payment on Odoo Sales?" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:46 -msgid "" -"By clicking on the **Customer Preview** button, you will be able to see what" -" your customers will have to choose when it comes to payment." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:50 -msgid ":doc:`quote_template`" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:51 -msgid ":doc:`/applications/finance/payment_acquirers`" +msgid "How to register a payment on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:52 -msgid ":doc:`/applications/finance/payment_acquirers/paypal`" +msgid "" +"Clicking the :guilabel:`Customer Preview` smart button on the quotation form" +" provides a preview of the quotation as the customer sees it, along with the" +" various online payment options they can choose from." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:53 -msgid ":doc:`/applications/finance/payment_acquirers/authorize`" +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:57 +msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 @@ -8237,22 +8367,22 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 -msgid "Use product variants on quotations and sales orders" +msgid "Product variants on quotations and sales orders" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Product variants can be added to quotations and sales orders using the " -"Product Configurator, Variant Grid Entry, or both." +"*product configurator*, *variant grid entry*, or both." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:11 msgid "" "To enable product variants on quotations and sales orders, go to " -":menuselection:`Sales --> Configuration --> Settings --> Product Catalog` " -"and activate one or both of the :guilabel:`Product Configurator` and " -":guilabel:`Variant Grid Entry` settings. Finally, click :guilabel:`Save` to " -"apply the settings." +":menuselection:`Sales app --> Configuration --> Settings`, and under the " +":guilabel:`Product Catalog` heading, activate one (or both) of the " +":guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` " +"settings. Finally, click :guilabel:`Save` to apply the settings." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 @@ -8260,95 +8390,172 @@ msgid "Activating entry type settings." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:20 +msgid "After saving the settings, it's time to configure the product form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:22 msgid "" -"After saving the settings, configure the product form. Head over to " -":menuselection:`Sales --> Products --> Products` and select any product (or " -"click :guilabel:`Create` to create a new one). On the product form, click " -":guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under " -":guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " +"To do that, navigate to :menuselection:`Sales app --> Products --> " +"Products`, and select the desired product to configure (or click " +":guilabel:`Create` to open a blank product form, and create a new one)." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:26 +msgid "" +"On the product form, click :guilabel:`Edit`, and select the " +":guilabel:`Variants` tab. Click :guilabel:`Add a line` to add an attribute " +"in the :guilabel:`Attribute` column, like `Color` or `Size`, for example." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:30 +msgid "" +"Once the attribute is chosen, select the desired values to apply to that " +"attribute in the :guilabel:`Values` column. To select the desired values, " +"click into the blank field beneath the :guilabel:`Values` column." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:34 +msgid "" +"Then, select an option from the drop-down menu that appears. Or, create a " +"new value by typing in the new value, and click :guilabel:`Create` from the " +"drop-down menu that appears beneath the new value." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 +msgid "" +"When a product has *at least* two variants (one attribute with two values), " +"the :guilabel:`Sales Variant Selection` option appears at the bottom of the " +":guilabel:`Variants` tab. That is the **only** way to make that option " +"appear, so keep that in mind." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:41 +msgid "" +"Under :guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " "Configurator` or :guilabel:`Order Grid Entry`. This selection determines " -"which method is used to add the product to quotations or sales orders. " -"Finally, click :guilabel:`Save` to apply the setting." +"which method is used to add the product to quotations or sales orders." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:45 +msgid "" +":guilabel:`Product Configurator`: choose attribute values to add the " +"matching product variant to the order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:47 +msgid "" +":guilabel:`Order Grid Entry`: add several variants at once from the grid of " +"attribute values." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:49 +msgid "" +"Once a selection is made, click :guilabel:`Save` on the product form to " +"apply the setting." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Sales variant selection." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:32 -msgid "" -"The product must have at least two variants (one attribute with two values) " -"created in order for the :guilabel:`Sales Variant Selection` option to " -"appear. Click :guilabel:`Add a line` under :guilabel:`Attribute` to add " -"attributes and values to this product and create product variants." +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:56 +msgid "Product configurator" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 -msgid "Use the Product Configurator" +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:58 +msgid "" +"The *product configurator* appears on a quotation or sales order when " +"products that have **both** variants configured are added, and the " +":guilabel:`Product Configurator` option is selected on the product form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62 msgid "" -"The :guilabel:`Product Configurator` appears on a quotation or sales order " -"when products are added that have both variants configured and the " -":guilabel:`Product Configurator` option selected." +"The product configurator lets salespeople choose exactly which product " +"variant to add to the quotation or sales order, using a format similar to " +"online shopping. Color options display any HTML color codes set up in the " +":guilabel:`Color` attribute." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:66 msgid "" -"The :guilabel:`Product Configurator` lets salespeople choose exactly which " -"product variant to add to the quotation or sales order using a format " -"similar to online shopping. Color options display any HTML color codes set " -"up in the :guilabel:`Color` attribute. Features with an additional cost will" -" display the additional cost next to their name. Once the desired product " -"variant attributes are selected, click :guilabel:`Add` to add the product " -"variant to the quotation or sales order." +"Features with an additional cost display the additional cost next to their " +"name. Once the desired product variant attributes are selected, click " +":guilabel:`Add` to add the product variant to the quotation or sales order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Product Configurator and Price Extras." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:52 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "" "By default, the product variant attributes are displayed on the quotation or" -" sales order in the :guilabel:`Description` column, but the " -":guilabel:`Product Variant` column can be added through the additional " -"options menu (3 vertical dots icon)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:57 -msgid "Use Variant Grid Entries" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:59 -msgid "" -":guilabel:`Variant Grid Entries` appear on a quotation or sales order when " -"products are added that have both variants configured and the " -":guilabel:`Order Grid Entry` option selected. Grid entry can streamline the " -"process of creating large, varied quotations by letting salespeople enter " -"exact quantities of each product variant all at once." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:64 -msgid "" -":guilabel:`Variant Grid Entry` displays a grid of every variant available " -"for the selected product. Choose the exact quantities of each product " -"variant for a quotation or sales order by typing in the number or using the " -"arrows. :guilabel:`Not Available` is displayed when a particular variant has" -" been deactivated in the database. Once all the product variants and their " -"quantities have been set, click :guilabel:`Confirm` to add them to the " -"quotation or sales order." +" sales order in the :guilabel:`Description` column, but a dedicated " +":guilabel:`Product Variant` column can be added, via the additional options " +"menu (represented by the :guilabel:`⋮ (3 vertical dots)` icon, on the far-" +"right side of the columns, in the :guilabel:`Order Lines` tab)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 -msgid "Variant Grid Entry pop-up." +msgid "Product variant column option in order lines tab of quotation." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:83 +msgid "" +"Just click the checkbox next to :guilabel:`Product Variant`, and that column" +" appears in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:87 +msgid "Variant grid entries" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 +msgid "" +"*Variant grid entries* appear on a quotation or sales order when products " +"that have both variants configured are added, and the :guilabel:`Order Grid " +"Entry` option is selected on the product form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:92 +msgid "" +"The grid entry feature streamlines the process of creating large, varied " +"quotations by letting salespeople enter exact quantities of each product " +"variant all at once." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95 +msgid "" +"The :guilabel:`Choose Product Variants` pop-up form that appears, displays a" +" grid of every variant available for that specific product." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:98 +msgid "" +"From the :guilabel:`Choose Product Variants` pop-up form, choose the exact " +"quantities of each product variant for a quotation or sales order by typing " +"in the number or using the arrows in each column. The :guilabel:`Not " +"Available` warning is displayed when a particular variant has been " +"deactivated in the database." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 +msgid "" +"Once all the product variants and their quantities have been set in the pop-" +"up form, click :guilabel:`Confirm` to add them to the quotation or sales " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 +msgid "Variant Grid Entry pop-up form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:110 msgid "" "Each product variant appears as an individual line item on the quotation or " -"sales order, because each of these items has its own stock." +"sales order with the chosen quantity from the :guilabel:`Choose Product " +"Variants` pop-up form, because each of these items has its own stock." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 diff --git a/locale/th/LC_MESSAGES/sphinx.po b/locale/th/LC_MESSAGES/sphinx.po index 5a836545b..d590d4eb6 100644 --- a/locale/th/LC_MESSAGES/sphinx.po +++ b/locale/th/LC_MESSAGES/sphinx.po @@ -6,6 +6,7 @@ # Translators: # Wichanon Jamwutthipreecha, 2023 # Martin Trigaux, 2023 +# Rasareeyar Lappiam, 2023 # #, fuzzy msgid "" @@ -14,7 +15,7 @@ msgstr "" "Report-Msgid-Bugs-To: \n" "POT-Creation-Date: 2023-01-02 09:09+0000\n" "PO-Revision-Date: 2022-03-18 15:03+0000\n" -"Last-Translator: Martin Trigaux, 2023\n" +"Last-Translator: Rasareeyar Lappiam, 2023\n" "Language-Team: Thai (https://app.transifex.com/odoo/teams/41243/th/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -183,7 +184,7 @@ msgstr "" #: ../../extensions/odoo_theme/layout_templates/legal.html:78 #: ../../extensions/odoo_theme/layout_templates/legal.html:80 msgid "Read" -msgstr "" +msgstr "vjko" #: ../../extensions/odoo_theme/layout_templates/legal.html:43 #: ../../extensions/odoo_theme/layout_templates/legal.html:62 diff --git a/locale/uk/LC_MESSAGES/administration.po b/locale/uk/LC_MESSAGES/administration.po index 76c832043..2bad56876 100644 --- a/locale/uk/LC_MESSAGES/administration.po +++ b/locale/uk/LC_MESSAGES/administration.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2022-03-18 14:59+0000\n" "Last-Translator: Wil Odoo, 2023\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" @@ -790,7 +790,6 @@ msgid "" msgstr "" #: ../../content/administration/install/deploy.rst:398 -#: ../../content/administration/upgrade.rst:122 msgid "Todo" msgstr "Зробити" @@ -1264,8 +1263,9 @@ msgstr "" #: ../../content/administration/install/online.rst:14 #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 -#: ../../content/administration/maintain/supported_versions.rst:31 -#: ../../content/administration/upgrade/odoo_online.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:29 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "" @@ -2803,9 +2803,10 @@ msgstr "" #: ../../content/administration/maintain/domain_names.rst:171 #: ../../content/administration/maintain/domain_names.rst:250 -#: ../../content/administration/maintain/supported_versions.rst:32 +#: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:3 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "" @@ -4291,7 +4292,7 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:293 #: ../../content/administration/odoo_sh/getting_started/settings.rst:77 #: ../../content/administration/odoo_sh/getting_started/settings.rst:113 -#: ../../content/administration/upgrade.rst:10 +#: ../../content/administration/upgrade.rst:3 msgid "Upgrade" msgstr "Оновлення" @@ -4301,8 +4302,8 @@ msgstr "" #: ../../content/administration/maintain/odoo_online.rst:33 msgid "" -"For more information about the upgrade process, check out the :doc:`Odoo " -"Online upgrade documentation <../upgrade/odoo_online>`." +"For more information about the upgrade process, check out the :ref:`Odoo " +"Online upgrade documentation `." msgstr "" #: ../../content/administration/maintain/odoo_online.rst:39 @@ -4767,78 +4768,72 @@ msgstr "" " для створення нового uuid. Тоді ви можете просто замінити його, як і будь-" "який інший запис, натиснувши на нього та використовуючи кнопку редагування." -#: ../../content/administration/maintain/supported_versions.rst:6 -#: ../../content/administration/upgrade.rst:208 +#: ../../content/administration/maintain/supported_versions.rst:7 msgid "Supported versions" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:8 +#: ../../content/administration/maintain/supported_versions.rst:9 msgid "" "Odoo provides support and bug fixing **for the 3 last major versions** of " "Odoo." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:11 +#: ../../content/administration/maintain/supported_versions.rst:12 msgid "" "Odoo releases intermediary versions called **Online versions** on the " ":doc:`Odoo Online ` hosting every two months. Odoo Online users" " can then benefit from the latest features of Odoo." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:15 +#: ../../content/administration/maintain/supported_versions.rst:16 msgid "" "Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` " "them regularly." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:16 +#: ../../content/administration/maintain/supported_versions.rst:17 msgid "" "Online versions are *not* released for Odoo.sh and On-Premise installations." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:17 +#: ../../content/administration/maintain/supported_versions.rst:18 msgid "Online versions are listed below as *SaaS*." msgstr "" #: ../../content/administration/maintain/supported_versions.rst:20 -msgid "What's the support status of my Odoo?" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:22 msgid "This matrix shows the support status of every version." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:24 +#: ../../content/administration/maintain/supported_versions.rst:22 msgid "**Major releases are in bold type.**" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:33 -#: ../../content/administration/upgrade/on_premise.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:31 msgid "On-Premise" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:34 +#: ../../content/administration/maintain/supported_versions.rst:32 msgid "Release date" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:33 msgid "End of support" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:36 -msgid "Odoo saas~16.4" +#: ../../content/administration/maintain/supported_versions.rst:34 +msgid "**Odoo 17.0**" msgstr "" +#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:36 #: ../../content/administration/maintain/supported_versions.rst:37 -#: ../../content/administration/maintain/supported_versions.rst:61 -#: ../../content/administration/maintain/supported_versions.rst:62 -#: ../../content/administration/maintain/supported_versions.rst:63 -#: ../../content/administration/maintain/supported_versions.rst:79 -#: ../../content/administration/maintain/supported_versions.rst:80 -#: ../../content/administration/maintain/supported_versions.rst:81 +#: ../../content/administration/maintain/supported_versions.rst:41 +#: ../../content/administration/maintain/supported_versions.rst:65 +#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:67 +#: ../../content/administration/maintain/supported_versions.rst:83 +#: ../../content/administration/maintain/supported_versions.rst:84 #: ../../content/administration/maintain/supported_versions.rst:85 -#: ../../content/administration/maintain/supported_versions.rst:86 -#: ../../content/administration/maintain/supported_versions.rst:87 #: ../../content/administration/odoo_sh/getting_started/settings.rst:58 #: ../../content/administration/odoo_sh/getting_started/settings.rst:59 #: ../../content/administration/odoo_sh/getting_started/settings.rst:62 @@ -4870,165 +4865,172 @@ msgid "|green|" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:38 +#: ../../content/administration/maintain/supported_versions.rst:93 +msgid "November 2023" +msgstr "" + #: ../../content/administration/maintain/supported_versions.rst:39 -#: ../../content/administration/maintain/supported_versions.rst:44 -#: ../../content/administration/maintain/supported_versions.rst:45 -#: ../../content/administration/maintain/supported_versions.rst:50 -#: ../../content/administration/maintain/supported_versions.rst:51 -#: ../../content/administration/maintain/supported_versions.rst:56 -#: ../../content/administration/maintain/supported_versions.rst:57 -#: ../../content/administration/maintain/supported_versions.rst:68 -#: ../../content/administration/maintain/supported_versions.rst:69 -#: ../../content/administration/maintain/supported_versions.rst:74 -#: ../../content/administration/maintain/supported_versions.rst:75 -msgid "N/A" -msgstr "Дані відсутні" +msgid "November 2026 (planned)" +msgstr "" #: ../../content/administration/maintain/supported_versions.rst:40 -msgid "August 2023" +msgid "Odoo saas~16.4" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:42 -msgid "Odoo saas~16.3" -msgstr "" - #: ../../content/administration/maintain/supported_versions.rst:43 +#: ../../content/administration/maintain/supported_versions.rst:48 #: ../../content/administration/maintain/supported_versions.rst:49 +#: ../../content/administration/maintain/supported_versions.rst:54 #: ../../content/administration/maintain/supported_versions.rst:55 -#: ../../content/administration/maintain/supported_versions.rst:67 +#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:61 +#: ../../content/administration/maintain/supported_versions.rst:72 #: ../../content/administration/maintain/supported_versions.rst:73 -#: ../../content/administration/maintain/supported_versions.rst:91 -#: ../../content/administration/maintain/supported_versions.rst:92 -#: ../../content/administration/maintain/supported_versions.rst:93 -msgid "|red|" +#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:79 +msgid "N/A" +msgstr "Дані відсутні" + +#: ../../content/administration/maintain/supported_versions.rst:44 +msgid "August 2023" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:46 +msgid "Odoo saas~16.3" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:47 +#: ../../content/administration/maintain/supported_versions.rst:53 +#: ../../content/administration/maintain/supported_versions.rst:59 +#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:89 +#: ../../content/administration/maintain/supported_versions.rst:90 +#: ../../content/administration/maintain/supported_versions.rst:91 +#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:96 +#: ../../content/administration/maintain/supported_versions.rst:97 +#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:102 +#: ../../content/administration/maintain/supported_versions.rst:103 +msgid "|red|" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:50 msgid "June 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:52 msgid "Odoo saas~16.2" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:52 +#: ../../content/administration/maintain/supported_versions.rst:56 msgid "March 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:58 msgid "Odoo saas~16.1" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:58 +#: ../../content/administration/maintain/supported_versions.rst:62 msgid "February 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:64 msgid "**Odoo 16.0**" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:64 -#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:68 +#: ../../content/administration/maintain/supported_versions.rst:99 msgid "October 2022" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:65 -msgid "October 2025 (planned)" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:66 -msgid "Odoo saas~15.2" +#: ../../content/administration/maintain/supported_versions.rst:69 +msgid "November 2025 (planned)" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:70 +msgid "Odoo saas~15.2" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:74 msgid "March 2022" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:75 msgid "January 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:76 msgid "Odoo saas~15.1" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:76 +#: ../../content/administration/maintain/supported_versions.rst:80 msgid "February 2022" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:81 msgid "July 2022" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:82 msgid "**Odoo 15.0**" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:82 +#: ../../content/administration/maintain/supported_versions.rst:86 msgid "October 2021" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:83 -msgid "October 2024 (planned)" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:84 -msgid "**Odoo 14.0**" +#: ../../content/administration/maintain/supported_versions.rst:87 +msgid "November 2024 (planned)" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:88 +msgid "**Odoo 14.0**" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:92 msgid "October 2020" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:89 -msgid "November 2023 (planned)" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:90 +#: ../../content/administration/maintain/supported_versions.rst:94 msgid "**Odoo 13.0**" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:94 +#: ../../content/administration/maintain/supported_versions.rst:98 msgid "October 2019" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:99 -msgid "|green| Supported version" +#: ../../content/administration/maintain/supported_versions.rst:100 +msgid "Older versions" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:101 -msgid "|red| End-of-support" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:103 -msgid "N/A Never released for this platform" +#: ../../content/administration/maintain/supported_versions.rst:104 +msgid "Before 2019" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:105 -msgid "🏁 Future version, not released yet" +msgid "Before 2022" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:107 +msgid "Legend" +msgstr "Історія" + +#: ../../content/administration/maintain/supported_versions.rst:109 +msgid "|green| Supported version" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:111 +msgid "|red| End-of-support" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:113 +msgid "N/A Never released for this platform" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:116 -msgid "I run an older version of Odoo/OpenERP/TinyERP" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:118 -msgid "" -"Odoo 12.0, 11.0, 10.0, 9.0, and 8.0 are not supported anymore, on any " -"platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:120 -msgid "" -"OpenERP 7.0, 6.1, 6.0 and 5.0 are not supported anymore, on any platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:122 -msgid "" -"TinyERP 4.0, 3.0, 2.0 and 1.0 are not supported anymore, on any platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:124 msgid "" "Even though we don't support older versions, you can always `upgrade from " "any version `_." @@ -5294,7 +5296,6 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/settings.rst:6 #: ../../content/administration/odoo_sh/getting_started/status.rst:6 #: ../../content/administration/odoo_sh/overview.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:8 msgid "Overview" msgstr "Загальний огляд" @@ -6294,7 +6295,7 @@ msgid "Available for production and staging branches for valid projects." msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:298 -msgid ":doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`" +msgid ":doc:`Upgrade documentation <../../upgrade>`" msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:303 @@ -8390,1351 +8391,746 @@ msgid "" "time." msgstr "" +#: ../../content/administration/upgrade.rst:5 +msgid "" +"An upgrade is the process of moving your database from an older version to a" +" newer :doc:`supported version ` (e.g., Odoo " +"14.0 to Odoo 16.0). Frequently upgrading is essential as each version comes " +"with new and improved features, bug fixes, and security patches." +msgstr "" + +#: ../../content/administration/upgrade.rst:13 +msgid "" +"The Rolling Release process allows Odoo Online customers to upgrade their " +"database directly from a message prompt sent to the database administrator " +"as soon as a new version is released. The invitation to upgrade is only sent" +" if no issues are detected during the automatic tests." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "The upgrade message prompt on the top right of the database" +msgstr "" + #: ../../content/administration/upgrade.rst:20 msgid "" -"An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo " -"15.0)." -msgstr "" - -#: ../../content/administration/upgrade.rst:22 -msgid "An upgrade does not cover:" -msgstr "" - -#: ../../content/administration/upgrade.rst:24 -msgid "" -"Changing :ref:`editions ` (i.e., Community to " -"Enterprise edition)" +"It is strongly recommended to manually :ref:`test the upgrade first " +"`. Clicking :guilabel:`I want to test first` redirects" +" to `the database manager `_, where it " +"is possible to request an upgraded test database and check it for any " +"discrepancies." msgstr "" #: ../../content/administration/upgrade.rst:25 msgid "" -"Switching :ref:`hosting type ` (i.e., On-" -"Premise to Odoo Online or Odoo.sh)" +"It is **not** recommended to click :guilabel:`Upgrade Now` without testing " +"first, as it immediately triggers the live production database upgrade." msgstr "" -#: ../../content/administration/upgrade.rst:27 -msgid "Migration from another ERP to Odoo" +#: ../../content/administration/upgrade.rst:28 +msgid "" +"If the Rolling Release process detects an issue with the upgrade, it will be" +" deactivated until the issue is resolved." msgstr "" -#: ../../content/administration/upgrade.rst:29 -#: ../../content/administration/upgrade.rst:148 -#: ../../content/administration/upgrade.rst:259 -#: ../../content/administration/upgrade/faq.rst:81 -#: ../../content/administration/upgrade/faq.rst:92 -#: ../../content/administration/upgrade/faq.rst:119 -msgid "|assistance-contact|" +#: ../../content/administration/upgrade.rst:31 +msgid "An upgrade does not cover:" msgstr "" -#: ../../content/administration/upgrade.rst:32 -msgid ":ref:`upgrade/sla`" +#: ../../content/administration/upgrade.rst:33 +msgid "Downgrading to a previous version of Odoo" +msgstr "" + +#: ../../content/administration/upgrade.rst:34 +msgid "" +":doc:`Switching editions ` (e.g., from Community to " +"Enterprise)" +msgstr "" + +#: ../../content/administration/upgrade.rst:35 +msgid "" +":doc:`Changing hosting type ` " +"(e.g., from on-premise to Odoo Online)" msgstr "" #: ../../content/administration/upgrade.rst:37 -msgid "Process workflow" +msgid "Migrating from another ERP to Odoo" msgstr "" -#: ../../content/administration/upgrade.rst:39 -msgid "The upgrade process in a nutshell:" -msgstr "" - -#: ../../content/administration/upgrade.rst:41 -msgid "You create a test upgrade request." -msgstr "" - -#: ../../content/administration/upgrade.rst:42 +#: ../../content/administration/upgrade.rst:40 msgid "" -"Odoo processes the request automatically by running the database through an " -"upgrade script, which takes between 20 and 120 minutes." +"If your database contains a **custom module**, you must first upgrade its " +"source code to be compatible with the new version of Odoo **before " +"upgrading**." msgstr "" -#: ../../content/administration/upgrade.rst:44 -msgid "Odoo delivers a test database." -msgstr "" - -#: ../../content/administration/upgrade.rst:45 -msgid "" -"You test your database for possible discrepancies (see :ref:`upgrade/test-" -"guidance`)." -msgstr "" - -#: ../../content/administration/upgrade.rst:46 -msgid "" -"If there are any discrepancies, you report them to the Upgrade support team " -"via the help portal (see :ref:`upgrade/test-assistance`)." -msgstr "" - -#: ../../content/administration/upgrade.rst:48 -msgid "We fix the issues and send you a new test database." +#: ../../content/administration/upgrade.rst:47 +msgid "Upgrading in a nutshell" msgstr "" #: ../../content/administration/upgrade.rst:49 msgid "" -"Once you have completed the testing and are happy with the result, you " -"decide on a date and time when you stop users from accessing Odoo, freeze " -"all data entries, and create an upgrade request for the production upgrade." +"Request an upgraded test database (see :ref:`obtaining an upgraded test " +"database `)." msgstr "" #: ../../content/administration/upgrade.rst:52 -msgid "Odoo delivers the production database through the automated process." -msgstr "" - -#: ../../content/administration/upgrade.rst:53 msgid "" -"You restore it in your Production environment a few short hours later and " -"continue working on the newly upgraded database (this is done automatically " -"on Odoo Online)." +"Thoroughly test the upgraded database (see :ref:`testing the new version of " +"the database `)." msgstr "" -#: ../../content/administration/upgrade.rst:57 -msgid ":doc:`Upgrade process for Odoo Online `" +#: ../../content/administration/upgrade.rst:55 +msgid "" +"Report any issue encountered during the testing to Odoo via the `support " +"page `__." msgstr "" #: ../../content/administration/upgrade.rst:58 -msgid ":doc:`Upgrade process for Odoo.sh `" +msgid "" +"(If applicable) : upgrade the source code of your custom module to be " +"compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade.rst:59 -msgid ":doc:`Upgrade process for On-Premise `" +#: ../../content/administration/upgrade.rst:61 +msgid "" +"Once all issues are resolved and you are confident that the upgraded " +"database can be used as your main database without any issues, plan the " +"upgrade of your production database." msgstr "" #: ../../content/administration/upgrade.rst:64 -msgid "Testing" -msgstr "Тестування" - -#: ../../content/administration/upgrade.rst:66 msgid "" -"This phase allows you to review an upgraded version of your database without" -" affecting your production database in any way. We suggest that you run the " -"test upgrade process at least once, but you can do it as many times as you " -"need (one at a time)." +"Request the upgrade for the production database, rendering it unavailable " +"for the time it takes to complete the process (see :ref:`upgrading the " +"production database `)." msgstr "" -#: ../../content/administration/upgrade.rst:70 +#: ../../content/administration/upgrade.rst:67 msgid "" -"Once you receive your upgraded test database, check that all data, " -"processes, and functionality are still correct and working as expected." +"Report any issue encountered during the upgrade to Odoo via the `support " +"page `__." msgstr "" -#: ../../content/administration/upgrade.rst:73 -msgid "" -"If you do find discrepancies, :ref:`report your issues ` and :ref:`request a new test database ` when the reported issues are fixed in the upgrade script." +#: ../../content/administration/upgrade.rst:76 +msgid "Obtaining an upgraded test database" msgstr "" -#: ../../content/administration/upgrade.rst:77 +#: ../../content/administration/upgrade.rst:78 msgid "" -"If you do not find any discrepancies, you can move on to the upgrade of your" -" production database." +"The `Upgrade page `_ is the main platform for " +"requesting an upgraded database. However, depending on the hosting type, you" +" can upgrade from the command line (on-premise), the `Odoo Online database " +"manager `_, or your `Odoo.sh project " +"`_." msgstr "" -#: ../../content/administration/upgrade.rst:80 +#: ../../content/administration/upgrade.rst:84 msgid "" -"A test database is only intended for testing and remains completely " -"unrelated to your present or future production database. Any data you add, " -"or changes you make, will not be reflected in your upgraded production " -"database." -msgstr "" - -#: ../../content/administration/upgrade.rst:85 -msgid "" -"Test databases are neutered and features are disabled to prevent them from " -"having an impact on the production database:" -msgstr "" - -#: ../../content/administration/upgrade.rst:88 -msgid "" -"The serial number of the database is modified (to prevent it from sending " -"information as if it was the production database)." -msgstr "" - -#: ../../content/administration/upgrade.rst:90 -msgid "" -"The :ref:`base URL of the database ` is reset to " -"``http://localhost:8069`` and the email domain to ``localhost``." +"The Upgrade platform follows the same `Privacy Policy " +"`_ as the other Odoo.com services. Visit the " +"`General Data Protection Regulation page `_ to " +"learn more about how Odoo handles your data and privacy." msgstr "" #: ../../content/administration/upgrade.rst:92 msgid "" -"Scheduled actions are disabled (the calendar synchronization, the bank " -"statement synchronization, the planned automated actions, the fetching of " -"incoming mail servers, etc.)." +"Odoo Online databases can be manually upgraded via the `database manager " +"`_." msgstr "" -#: ../../content/administration/upgrade.rst:94 +#: ../../content/administration/upgrade.rst:95 msgid "" -"Outgoing mail servers are disabled by archiving the existing ones and adding" -" a fake/non-working one." -msgstr "" - -#: ../../content/administration/upgrade.rst:96 -msgid "Payment providers and delivery carriers are reset to test environment." -msgstr "" - -#: ../../content/administration/upgrade.rst:97 -msgid "" -"Accounting localization Electronic Data Interchange (EDI) services are " -"disabled." -msgstr "" - -#: ../../content/administration/upgrade.rst:98 -msgid "A system parameter is set to tell the database has been neutered." -msgstr "" - -#: ../../content/administration/upgrade.rst:103 -msgid "Request a test database" -msgstr "" - -#: ../../content/administration/upgrade.rst:105 -msgid "" -"Follow the instructions available per hosting type on the `website form " -"`_ and select *Testing* purpose." -msgstr "" - -#: ../../content/administration/upgrade.rst-1 -msgid "Selection of the \"Testing\" purpose in the upgrade form on Odoo" -msgstr "" - -#: ../../content/administration/upgrade.rst:115 -msgid "Test guidance" -msgstr "" - -#: ../../content/administration/upgrade.rst:117 -msgid "" -"Every business and organization has its own operational needs and has to " -"test its specific Odoo database individually. We recommend you look at `the " -"test scenario " -"`_" -" for further information." -msgstr "" - -#: ../../content/administration/upgrade.rst:122 -msgid "change link \"test scenario\" once the related doc is published" -msgstr "" - -#: ../../content/administration/upgrade.rst:127 -#: ../../content/administration/upgrade.rst:172 -msgid "Assistance" -msgstr "Допомога" - -#: ../../content/administration/upgrade.rst:129 -msgid "" -"If you encounter an issue in the **test database**, please get in touch with" -" Odoo Upgrade Support via the `Odoo Support page " -"`_." -msgstr "" - -#: ../../content/administration/upgrade.rst:132 -msgid "" -"Under the *Ticket Description* section, select *An issue related to my " -"upgrade* ticket type." +"The database manager displays all databases associated with the user's " +"account. Databases not on the most recent version of Odoo display an arrow " +"in a circle icon next to their name, indicating that they can be upgraded." msgstr "" #: ../../content/administration/upgrade.rst:0 msgid "" -"Selection of \"An issue related to my upgrade\" as Ticket Type in the " -"support form on Odoo" +"The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade.rst:139 +#: ../../content/administration/upgrade.rst:102 msgid "" -"If you choose another *Ticket Description* type, the request will be " -"redirected to another team. This will slow down the processing and response " -"time." +"Click the **arrow in a circle** icon to start the upgrade process. In the " +"popup, fill in:" msgstr "" -#: ../../content/administration/upgrade.rst:142 -#: ../../content/administration/upgrade.rst:185 +#: ../../content/administration/upgrade.rst:104 msgid "" -"Please provide as much detail as you can (i.e., videos and screenshots to " -"illustrate your issue). This will avoid clarifying questions and speed up " -"the resolution process significantly." +"The **version** of Odoo you want to upgrade to, usually the latest version" msgstr "" -#: ../../content/administration/upgrade.rst:146 +#: ../../content/administration/upgrade.rst:105 msgid "" -"The purpose of the test phase is not to correct existing data or " -"configurations in your database." +"The **email** address that should receive the link to the upgraded database" msgstr "" -#: ../../content/administration/upgrade.rst:153 -msgid "The production launch" -msgstr "" - -#: ../../content/administration/upgrade.rst:155 +#: ../../content/administration/upgrade.rst:106 msgid "" -"The production upgrade request is when you decide to upgrade your current " -"database with all your production data (invoices, VAT returns, inventories, " -"current orders) to a new version of your choice." +"The :guilabel:`Purpose` of the upgrade, which is automatically set to " +":guilabel:`Test` for your first upgrade request" +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "The \"Upgrade your database\" popup." +msgstr "" + +#: ../../content/administration/upgrade.rst:112 +msgid "" +"The :guilabel:`Upgrade in progress` tag is displayed next to the database " +"name until completion. Once the process succeeds, an email containing a link" +" to the upgraded test database is sent to the address provided. The database" +" can also be accessed from the database manager by clicking the dropdown " +"arrow before the database name." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "Clicking the menu arrow displays the upgraded test database." +msgstr "" + +#: ../../content/administration/upgrade.rst:122 +msgid "" +"Odoo.sh is integrated with the upgrade platform to simplify the upgrade " +"process." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "Odoo.sh project and tabs" +msgstr "" + +#: ../../content/administration/upgrade.rst:127 +msgid "" +"The **latest production daily automatic backup** is then sent to the " +"`upgrade platform `_." +msgstr "" + +#: ../../content/administration/upgrade.rst:130 +msgid "" +"Once the upgrade platform is done upgrading the backup and uploading it on " +"the branch, it is put in a **special mode**: each time a **commit is " +"pushed** on the branch, a **restore operation** of the upgraded backup and " +"an **update of all the custom modules** occur. This allows you to test your " +"custom modules on a pristine copy of the upgraded database. The log file of " +"the upgrade process can be found in your newly upgraded staging build by " +"going to :file:`~/logs/upgrade.log`." +msgstr "" + +#: ../../content/administration/upgrade.rst:138 +msgid "" +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. If there are none, the \"update on commit\" mode is skipped, the " +"upgraded database is built as soon as it is transferred from the upgrade " +"platform, and the upgrade mode is exited." +msgstr "" + +#: ../../content/administration/upgrade.rst:150 +#: ../../content/administration/upgrade.rst:342 +msgid "On-premise" +msgstr "" + +#: ../../content/administration/upgrade.rst:152 +msgid "" +"The standard upgrade process can be initiated by entering the following " +"command line on the machine where the database is hosted:" msgstr "" #: ../../content/administration/upgrade.rst:159 msgid "" -"After your :ref:`tests ` are completed to your " -"satisfaction, submit the request to upgrade your production database via our" -" `website form `_. Select *Production* purpose." +"The following command can be used to display the general help and the main " +"commands:" msgstr "" -#: ../../content/administration/upgrade.rst:164 -msgid "Going into production without first testing may lead to:" -msgstr "" - -#: ../../content/administration/upgrade.rst:166 -msgid "" -"business interruptions (e.g., no longer having the possibility to validate " -"an action)" -msgstr "" - -#: ../../content/administration/upgrade.rst:167 -msgid "" -"poor customer experiences (e.g., an eCommerce website that does not work " -"correctly)" -msgstr "" - -#: ../../content/administration/upgrade.rst:174 -msgid "" -"If you encounter issues or problems in the **production database**, please " -"get in touch with **Odoo Support**:" -msgstr "" - -#: ../../content/administration/upgrade.rst:177 -msgid "Connect to our `Odoo Support page `_." -msgstr "" - -#: ../../content/administration/upgrade.rst:178 -msgid "" -"Under the *Ticket Description* section, select the appropriate type related " -"to your issue but **do not select** the option *An issue related to my " -"upgrade*." -msgstr "" - -#: ../../content/administration/upgrade.rst:182 -msgid "" -"After upgrading to production, the support will be provided by the Support " -"team instead of the Upgrade team." -msgstr "" - -#: ../../content/administration/upgrade.rst:189 -msgid "" -"If you choose *An issue related to my upgrade* as ticket type, the request " -"will be redirected to another team than the support one and will slow down " -"the processing and response time." -msgstr "" - -#: ../../content/administration/upgrade.rst:195 -msgid "Help" -msgstr "Допомога" - -#: ../../content/administration/upgrade.rst:200 -msgid "Contact our upgrade service support" -msgstr "" - -#: ../../content/administration/upgrade.rst:202 -msgid "" -"Should you have any more questions about the upgrade, do not hesitate to " -"send a message to `Odoo Upgrade Team `_. We will be" -" happy to answer it as soon as possible." -msgstr "" - -#: ../../content/administration/upgrade.rst:210 -msgid "" -"Please note that Odoo provides support and bug fixing only for the three " -"last major versions of Odoo." -msgstr "" - -#: ../../content/administration/upgrade.rst:213 -msgid "" -"This is a factor to take into consideration before upgrading. If you are on " -"an older version, we suggest you to prefer the most recent version to " -"benefit from longer support (before having to upgrade again)." -msgstr "" - -#: ../../content/administration/upgrade.rst:218 -msgid ":doc:`maintain/supported_versions`" -msgstr "" - -#: ../../content/administration/upgrade.rst:223 -msgid "Service-level agreement (SLA)" -msgstr "" - -#: ../../content/administration/upgrade.rst:225 -msgid "" -"With Odoo Enterprise, upgrading a database to the most recent version of " -"Odoo is **free**, including any support required to rectify potential " -"discrepancies in the upgraded database." -msgstr "" - -#: ../../content/administration/upgrade.rst:228 -msgid "" -"Information about the upgrade services included in the Enterprise Licence is" -" available in the :ref:`Odoo Enterprise Subscription Agreement `. " -"However, this section clarifies what upgrade services you can expect." -msgstr "" - -#: ../../content/administration/upgrade.rst:233 -msgid "Upgrade services covered by the SLA" -msgstr "" - -#: ../../content/administration/upgrade.rst:235 -msgid "" -"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " -"self-hosted (On-Premise) can benefit from upgrade services at all times for:" -msgstr "" - -#: ../../content/administration/upgrade.rst:238 -msgid "the upgrade of all **standard applications**;" -msgstr "" - -#: ../../content/administration/upgrade.rst:239 -msgid "" -"the upgrade of all **customizations created with the Studio app**, as long " -"as Studio is still installed and the respective subscription is still " -"active; and" -msgstr "" - -#: ../../content/administration/upgrade.rst:241 -msgid "" -"the upgrade of all **developments and customizations covered by a " -"maintenance of customizations subscription**." -msgstr "" - -#: ../../content/administration/upgrade.rst:244 -msgid "" -"Upgrade services are limited to the technical conversion and adaptation of a" -" database (standard modules and data) to make it compatible with the version" -" targeted by the upgrade." -msgstr "" - -#: ../../content/administration/upgrade.rst:248 -msgid "Upgrade services not covered by the SLA" -msgstr "" - -#: ../../content/administration/upgrade.rst:250 -msgid "The following upgrade-related services are **not** included:" -msgstr "" - -#: ../../content/administration/upgrade.rst:252 -msgid "" -"the **cleaning** of pre-existing data and configurations while upgrading;" -msgstr "" - -#: ../../content/administration/upgrade.rst:253 -msgid "" -"the upgrade of **custom modules created in-house or by third parties**, " -"including Odoo partners;" -msgstr "" - -#: ../../content/administration/upgrade.rst:254 -msgid "" -"lines of **code added to standard modules**, i.e., customizations created " -"outside the Studio app, code entered manually, and :ref:`automated actions " -"using Python code `; and" -msgstr "" - -#: ../../content/administration/upgrade.rst:257 -msgid "**training** on using the upgraded version's features and workflows." -msgstr "" - -#: ../../content/administration/upgrade.rst:262 -msgid ":doc:`Upgrade FAQ `" -msgstr "" - -#: ../../content/administration/upgrade.rst:263 -msgid ":doc:`Odoo.sh documentation `" -msgstr "" - -#: ../../content/administration/upgrade.rst:264 -msgid ":doc:`Supported Odoo versions `" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:8 -msgid "FAQ" -msgstr "FAQ" - -#: ../../content/administration/upgrade/faq.rst:13 -msgid "Why upgrade" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:15 -msgid "" -"You benefit from the latest features of the :ref:`new major version " -"` released by Odoo." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:17 -msgid "" -"If you are in an :ref:`unsupported version `, " -"you get a new version with support." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:23 -msgid "When to upgrade" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:25 -msgid "" -"Whenever you want. You can make your upgrade request as soon as a new " -"version is released or when your version turns unsupported, and you still " -"wish to enjoy support." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:31 -msgid "Availability of the new version" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:33 -msgid "" -"As soon as Odoo announces the release of a new major version, you can create" -" a test upgrade request to try the latest version. Please note that at this " -"point, the upgrade scripts will only have been tested with demo data. Please" -" report any issue you might encounter while testing via the `Odoo Support " -"page `_ and make sure to be happy with your test " -"version before requesting the upgrade of your database in production." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:42 -msgid "Duration of the upgrade" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:44 -msgid "It is impossible to give time estimates for every upgrade request." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:46 -msgid "" -"In general, the \"smaller\" the database, the quickest the upgrade request " -"is completed. A single-user database that uses only CRM will be processed " -"faster than a multi-company, multi-user database that uses Accounting, " -"Sales, Purchase, and Manufacturing." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:50 -msgid "" -"You can expect the time it takes for the platform to upgrade the test " -"database to be similar to the production upgrade." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:56 -msgid "Duration of the upgrade project" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:58 -msgid "" -"It depends on the user involvement (the time spent on testing, reporting " -"problems, etc.) and the issues encountered that might need to be addressed " -"by our technical team." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:61 -msgid "So, in a nutshell, what can impact your upgrade lead time?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:63 -msgid "Source & targeted versions" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:64 -msgid "Installed apps" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:65 -msgid "Volume of data" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:66 -msgid "" -"Amount of customization (models, fields, methods, workflows, reports, " -"website, etc.)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:67 -msgid "" -"Installation of new apps or configuration changes after the start of the " -"test phase" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:68 -msgid "User commitment" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:73 -msgid "Upgrade of the custom modules" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:75 -msgid "" -"As stated in our :doc:`/legal/terms/enterprise`, section " -":ref:`charges_standard`, this optional service is subject to additional " -"fees." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:78 -msgid "" -"Depending on your situation, the custom code could be upgraded by our " -"services, by one of our partners, or you can do it yourself." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:86 -msgid "Upgrade or Migration" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:88 -msgid "" -"An upgrade is switching to a newer version of Odoo, while a migration " -"reflects the change of :ref:`editions ` or " -"change of :ref:`hosting type `." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:97 -msgid "Editions change (from Community to Enterprise)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:99 -msgid "" -"The upgrade always returns an Enterprise edition of Odoo, whether the " -"database you sent was a community or enterprise edition. It is required to " -"have an enterprise subscription to upgrade." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:103 -msgid "" -"If you need assistance on this matter, please contact us via the `Odoo " -"Support page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:107 -msgid "`Editions `_" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:112 -msgid "Switching the hosting types (On-premise vs. Odoo Online vs. Odoo.sh)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:114 -msgid "" -"An upgrade does not cover a change of `Hosting types " -"`_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:116 -msgid "" -"Open the following link to get :doc:`more information about how to change " -"your hosting type <../maintain/hosting_changes>`." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:124 -msgid "The Upgrade Report" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:126 -msgid "" -"When an upgrade request completes successfully (test or production), you " -"receive an email notification about it that includes an 'Upgrade Report'. " -"This report is also sent to you via the Discuss app. It contains valuable " -"information regarding changes that occurred during the upgrade. While it " -"serves as a guide to possible issues to look out for, it is not an " -"exhaustive list. It remains imperative that you test the upgraded database " -"thoroughly and report any discrepancies you might find, before you decide to" -" upgrade your production database." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:136 -msgid "Custom views" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:138 -msgid "" -"During the upgrade, some custom views might get disabled for technical " -"reasons. Therefore they might have to be fixed after the upgrade. The " -":ref:`Upgrade Report ` that is generated after " -"the upgrade is available in the Discuss app, and lists all the custom views " -"that might be impacted by this." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:146 -msgid "Release Notes by version" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:148 -msgid "" -"Open our `Release Note `_ page to " -"get a summary of the new features and improvements made in each version." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:152 -msgid "How long is my test available for" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:154 -msgid "" -"An Odoo Online test database is available for one month by default. We can " -"extend this trial period upon request. For Odoo.sh or on-premise, there is " -"no restriction." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:158 -msgid "How many tests to perform before upgrading to production?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:160 -msgid "" -"As many as needed. When you are comfortable with the database, run a last " -"test upgrade 48 hours before requesting your production upgrade and test " -"your workflows one last time." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:164 -msgid "How to/Where to report upgrade issues?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:166 -msgid "" -"If you encounter issues during the upgrade process, please contact the Odoo " -"Support through the `Odoo Support page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:169 -msgid "" -"To report an issue discovered during the testing phase, please select **An " -"issue related to my upgrade (test phase)**." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:171 -msgid "" -"To report an issue discovered post-upgrade, please select **An issue related" -" to my upgrade (production)**." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:175 -msgid "Upgrading to production" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:177 -msgid "" -"Once you have completed testing and are happy with the result, you decide on" -" a date and time when you stop users from accessing Odoo, freeze all data " -"entries, and create an upgrade request for the production upgrade." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:182 -msgid "How is my data handled in the Upgrade Platform?" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:184 -msgid "" -"The Odoo Upgrade platform uses the same Privacy Policy as the rest of " -"Odoo.com services." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:186 -msgid "" -"Your data is hosted on servers that follow our security guidelines, namely:" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:188 -msgid "" -"SSL - All web connections to client instances are protected with 256-bit SSL" -" encryption (HTTPS with a 2048-bit modulus SSL certificate), and running " -"behind Grade A SSL stacks. All our certificate chains are using SHA-2 " -"already." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:191 -msgid "" -"Safe System - Our servers are running recent Linux distribution with up-to-" -"date security patches, with firewall and intrusion countermeasures (not " -"disclosed for obvious reasons)." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:194 -msgid "" -"Servers are located at the same locations as our Cloud providers with the " -"following services:" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:196 -msgid "" -"Restricted perimeter, physically accessed by authorized data center " -"employees only" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:197 -msgid "Physical access control with security badges or biometrical security" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:198 -msgid "Security cameras monitoring the data center locations 24/7" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:199 -msgid "Security personnel on-site 24/7" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:201 -msgid "" -"The uploaded and migrated databases uploaded to the Upgrade platform are " -"kept for up to 3 months and are permanently deleted following that period." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:204 -msgid "" -"You can learn more about privacy and data handling at Odoo by visiting our " -"`General Data Protection Regulation page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:208 -msgid "Rolling Release (applicable to Odoo Online databases)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:210 -msgid "" -"This feature allows customers to upgrade their database directly from a " -"message prompt sent to the database administrator as soon as the new version" -" is released. Odoo first tests the upgrade to the next version. The rolling " -"release upgrade option is displayed if the automated tests are successful. " -"The message offers two options:" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:215 -msgid "" -"To 'Upgrade Now', which immediately triggers the upgrade of your live " -"production database." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:217 -msgid "" -"To take you to your `database manager `_" -" where you can `request an upgraded test database " -"`_ and check the upgraded test database " -"for any discrepancies." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:221 -msgid "" -"When you choose to proceed with the production upgrade directly, make sure " -"all users have saved their work and are logged out. The upgrade takes " -"approximately 15 minutes. During this time your database is unreachable. If " -"you notice any problem after the upgrade, please report it via the `Odoo " -"Support page `_." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:227 -msgid "" -"If you are using the Website or Studio app, we recommend you always do a " -"test upgrade before upgrading your production instance." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:5 -msgid "" -"Odoo databases can be manually upgraded directly from the main Odoo website." -" To upgrade an Odoo database, navigate to the `database manager " -"`_ page and sign in." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:8 -msgid "" -"The database manager page displays all of the Odoo databases associated with" -" the user's account. Any databases that are not already on the most recent " -"version of Odoo display an **arrow in a circle** icon next to the database " -"name, indicating that the database can be upgraded." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "" -"The database manager page with an upgrade button next to the name of a " -"database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:17 -msgid "" -"If the database's version is **lower** than the latest major release: the " -"database must be upgraded within two months. After these two months, an " -"automatic upgrade is initiated." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:19 -msgid "" -"If the database's version is **equal** to or **higher** than the latest " -"major release: you can disregard the invitation to upgrade, as the database " -"probably would not benefit from new features every two months." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:23 -msgid "" -"If a database is *not* on the latest online version, its administrator " -"should receive an invitation to upgrade on the database's dashboard, " -"displayed as an **arrow in a circle**." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "Invitation to upgrade on the database dashboard." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:30 -msgid "" -"Versions that are not supported anymore become deprecated and must be " -"updated to avoid security issues. It is recommended to initiate the upgrade " -"yourself and not wait for the automatic upgrade, as the former method allows" -" you to request a test upgrade of the database to check for any " -"discrepancies." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:36 -msgid "Test database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:38 -msgid "" -"Click on the **arrow in a circle** icon to start the upgrade process. On the" -" :guilabel:`Upgrade your database` pop-up, select the version of Odoo that " -"the platform will be upgraded to. In the :guilabel:`Email to notify` field, " -"enter an email address that will receive email notifications about the " -"database upgrade." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:43 -msgid "" -"There is also a :guilabel:`Purpose` section on the pop-up that is used to " -"specify the reason for the upgrade. However, at this stage of the process, " -"the only selectable option is :guilabel:`Test`, as Odoo requires users to " -"create a test copy of the upgraded database before converting the actual " -"database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade your database\" pop-up." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:52 -msgid "" -"After filling out the form, click the :guilabel:`Upgrade` button. The pop-up" -" disappears and the database being upgraded shows a red :guilabel:`Upgrade " -"in progress` tag next to its name. An email confirming that the upgrade is " -"in progress is also sent to the email address specified on the pop-up." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade in progress\" tag next to the database name." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:61 -msgid "" -"Once the upgrade is complete, a new test database appears on the `database " -"manager `_ page. To access the test " -"database, click the drop-down arrow (:guilabel:`⯆`) to the left of the main " -"database's name. Doing so makes the test version appear below it. Finally, " -"click the green :guilabel:`Connect` button on the right side of the test " -"version's row to go to the database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "A test database on the database manager page." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:71 -msgid "" -"Except for being on the newer version of Odoo, the test database is an exact" -" copy of the one being upgraded. It is important to do extensive testing in " -"this database to ensure that the upgrade has not altered or corrupted any " -"data, and that all workflows still proceed as expected." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:76 -msgid "Production database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:78 -msgid "" -"After confirming the integrity of the new version, return to the `database " -"manager `_ page. Once again, click on the" -" **arrow in a circle** icon next to the database being upgraded. The " -":guilabel:`Upgrade your database` pop-up appears as before, except that " -"there is now a :guilabel:`Production` option under the :guilabel:`Purpose` " -"section." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:83 -msgid "" -"Select the :guilabel:`Production` option and then click :guilabel:`Upgrade` " -"to begin the upgrade process. As before, a notification email is sent to the" -" email address provided and a red :guilabel:`Upgrade in progress` tag " -"appears next to the name of the database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:87 -msgid "" -"The production database is then taken offline and will be upgraded " -"automatically. The time it takes to upgrade the production database should " -"be similar to the time that was necessary to upgrade the test database. Make" -" sure to inform database users of the scheduled downtime." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:91 -msgid "" -"After the upgrade is finished, the :guilabel:`Upgrade in progress` tag " -"disappears and the database is upgraded to the version specified." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:10 -msgid "" -"Odoo.sh is integrated with the upgrade platform to make the upgrade process " -"easier." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:13 -msgid "" -"The :guilabel:`Upgrade` tab is available in the branches view. It is only " -"available for valid projects with a valid production build." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Click on the upgrade menu" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:20 -msgid "The suggested upgrade steps on Odoo.sh are:" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:22 -msgid "" -"On a :guilabel:`Development` branch, upgrade your custom modules to keep " -"them compatible with the new version and thoroughly **test them**." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:24 -msgid "" -"Switch that branch to the :guilabel:`Staging` branch, **upgrade** the last " -"daily production backup and **test it**. Write upgrade scripts if necessary." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:26 -msgid "" -"Trigger the production upgrade from your :guilabel:`Production` branch and " -"sit tight." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:29 -msgid ":doc:`../../administration/upgrade`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:30 -msgid ":doc:`Upgrade FAQ <../upgrade/faq>`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:31 -msgid ":doc:`Introduction to Odoo.sh <../odoo_sh/overview/introduction>`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:36 -msgid "Upgrade your custom modules" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:38 -msgid "" -"The first step is to upgrade your custom modules to keep them compatible " -"with the new version. Fork your :guilabel:`Production` branch in the " -":guilabel:`Development` stage, then go to the settings of your " -":guilabel:`Development` branch and select the Odoo version you target. If " -"needed, modify your code to be compatible with the new version. Make sure to" -" **test** your features are still working correctly." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:45 -msgid "" -"Depending on your contract, the upgrade of your custom modules can be done " -"by yourself, by your Partner or by Odoo (if you hold a subscription " -"including maintenance of customizations)." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:51 -msgid "Upgrade your database on a staging branch" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:53 -msgid "" -"Take the upgraded development branch and drag & drop it to " -":guilabel:`Staging`." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:55 -msgid "" -"Go to the :guilabel:`Upgrade` tab and select the :guilabel:`target version`." -" Then, click on :guilabel:`Test Upgrade`." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Odoo.sh project and tabs" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:62 -msgid "" -"The **latest production daily automatic backup** is sent to the `upgrade " -"platform `_ to start the upgrade test process." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:66 -msgid "" -"You can follow the upgrade process by going to the :guilabel:`Upgrade` menu " -"of your :guilabel:`Production` branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:69 -msgid "" -"When the upgraded backup is ready on the `upgrade platform " -"`_, it is automatically downloaded back to " -"your project." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:72 -msgid "" -"The branch is now in a **special mode**: each time a **commit is pushed** on" -" the branch, a **restore operation** of the upgraded backup occurs, and an " -"**update of all the custom modules** happens. This allows you to quickly " -"iterate on your custom modules upgrade scripts. The log file of the upgrade " -"process can be found at :file:`~/logs/upgrade.log` in your newly upgraded " -"staging build." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:78 -msgid "The **special upgrade mode** is automatically closed after 30 days." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:79 -#: ../../content/administration/upgrade/odoo_sh.rst:128 -msgid "" -"It may happen that custom modules are no longer needed after an upgrade. " -"Custom modules in the upgraded database are set to be updated. If the " -"modules are missing in the code, the update fails, thus failing the whole " -"process. An empty module with a manifest and possibly some custom upgrade " -"script are necessary to clean up the database. The complete removal of the " -"module has to be handled afterwards." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:86 -msgid "Functionally test your upgraded database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:88 -msgid "" -"Now that the test upgraded database is available on your staging branch, " -"**thoroughly test it** and make sure everything runs as it's supposed to. " -"Once you are satisfied with the result, you are ready to upgrade your " -"production database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:93 -msgid "Production upgrade" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:95 -msgid "" -"Once you are happy with your testing, you can start the process on the " -":guilabel:`Production` branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:98 -msgid "" -"On your :guilabel:`Production` branch, go to the :guilabel:`Upgrade` tab, " -"select the :guilabel:`targeted version` and click on the :guilabel:`start " -"Upgrade` button." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View from the upgrade tab" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:105 -msgid "" -"The actual process is **triggered as soon as you push a new commit** in your" -" branch. Make sure you are pushing code that is compatible with the new " -"version. For example by merging the code from your upgraded staging branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:110 -msgid "" -"You can see the progress of the upgrade by going to the :guilabel:`Upgrade` " -"tab of the main branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View showing the progress of the upgrade" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:118 -msgid "Your database is unavailable throughout the process." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:121 -msgid "" -"If anything goes wrong, the platform automatically reverts the upgrade, the " -"same as it would be for a regular update. In case of success, a backup is " -"always made." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:124 -msgid "" -"The update of your custom modules must be successful to complete the entire " -"upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:6 -msgid "Test upgrade request" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:8 -msgid "There are two ways to create your upgrade request." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:11 -msgid "Upgrade request via command line" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:13 -msgid "" -"For technically-advanced users and partners, the upgrade process can be " -"initiated via the following command line on the server where the database is" -" hosted:" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:16 -msgid "" -":command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d -t `" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:19 -msgid "" -"The above command creates the database dump, sends it to the upgrade " -"platform, and initiates the automated upgrade process. During the upgrade, " -"you can follow the live logs on your screen. Once the upgrade process is " -"completed successfully, the upgraded database is restored onto the server " -"(as a duplicate test database)." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:25 -msgid "Upgrade request via the Odoo Upgrade Portal" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:27 -msgid "" -"Download a recent copy of your database and select the option " -":guilabel:`pg_dump custom format (without filestore)`." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:29 -msgid "" -"Upload this dump file at https://upgrade.odoo.com and select *Testing* as " -"the aim. Odoo performs the automated upgrade process. Once it is completed, " -"you receive an email with a link to download the upgrade database dump file." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:32 -msgid "" -"Import the upgraded database into your on-premise environment and manually " -"test all processes and workflows." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:36 +#: ../../content/administration/upgrade.rst:165 msgid "" -"For security reasons, only the person who submitted the upgrade request is " -"able to download it." +"An upgraded test database can also be requested via the `Upgrade page " +"`_." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:37 +#: ../../content/administration/upgrade.rst:169 msgid "" -"Any problem found during testing should be reported via the `helpdesk " -"`_." +"For security reasons, only the person who submitted the upgrade request can " +"download it." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:39 +#: ../../content/administration/upgrade.rst:170 msgid "" -"For storage reasons, the copy of your database is submitted without a " -"filestore to the upgrade server. Therefore, the upgraded database does not " -"contain the production filestore." +"For storage reasons, the database's copy is submitted without a filestore to" +" the upgrade server. Therefore, the upgraded database does not contain the " +"production filestore." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:41 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " "as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:43 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:45 -msgid "A `dump.sql` file containing the upgraded database." +#: ../../content/administration/upgrade.rst:177 +msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:46 +#: ../../content/administration/upgrade.rst:178 msgid "" -"A `filestore` folder containing files that were extracted from in-database " -"records into attachments (if there are any) and new standard Odoo files from" -" the targeted Odoo version (like new images, icons, payment provider's " -"logos, etc.). This is the folder that should be merged with the production " +"A `filestore` folder containing files extracted from in-database records " +"into attachments (if there are any) and new standard Odoo files from the " +"targeted Odoo version (e.g., new images, icons, payment provider's logos, " +"etc.). This is the folder that should be merged with the production " "filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:52 -msgid "Upgrade your production database" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:54 +#: ../../content/administration/upgrade.rst:185 msgid "" -"Once you have completed the testing successfully, you can proceed to upgrade" -" your live database in production. Download your upgraded database from the " -"link in the email and import it onto your live environment." +"You can request multiple test databases if you wish to test an upgrade more " +"than once." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:59 +#: ../../content/administration/upgrade.rst:190 msgid "" -"Same as in the test phase, when requesting an upgrade for production " -"purposes, the copy of your database is submitted without a filestore." +"When an upgrade request is completed, an upgrade report is attached to the " +"successful upgrade email, and it becomes available in the Discuss app for " +"users who are part of the \"Administration / Settings\" group. This report " +"provides important information about the changes introduced by the new " +"version." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:61 +#: ../../content/administration/upgrade.rst:198 +msgid "Testing the new version of the database" +msgstr "" + +#: ../../content/administration/upgrade.rst:200 msgid "" -"Therefore, the upgraded database filestore must be merged with the " -"production filestore before deploying the new version." +"It is essential to spend some time testing the upgraded test database to " +"ensure that you are not stuck in your day-to-day activities by a change in " +"views, behavior, or an error message once the upgrade goes live." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:65 -msgid "Custom modules (if applicable)" -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:67 +#: ../../content/administration/upgrade.rst:205 msgid "" -"The upgrade of a database that contains custom modules is a two-step " +"Test databases are neutralized, and some features are disabled to prevent " +"them from impacting the production database:" +msgstr "" + +#: ../../content/administration/upgrade.rst:208 +msgid "Scheduled actions are disabled." +msgstr "" + +#: ../../content/administration/upgrade.rst:209 +msgid "" +"Outgoing mail servers are disabled by archiving the existing ones and adding" +" a fake one." +msgstr "" + +#: ../../content/administration/upgrade.rst:210 +msgid "" +"Payment providers and delivery carriers are reset to the test environment." +msgstr "" + +#: ../../content/administration/upgrade.rst:211 +msgid "" +"Bank synchronization is disabled. Should you want to test the " +"synchronization, contact your bank synchronization provider to get sandbox " +"credentials." +msgstr "" + +#: ../../content/administration/upgrade.rst:214 +msgid "" +"Testing as many of your business flows as possible is strongly recommended " +"to ensure they are working correctly and to get more familiar with the new " +"version." +msgstr "" + +#: ../../content/administration/upgrade.rst:217 +msgid "Basic test checklist" +msgstr "" + +#: ../../content/administration/upgrade.rst:219 +msgid "" +"Are there views that are deactivated in your test database but active in " +"your production database?" +msgstr "" + +#: ../../content/administration/upgrade.rst:221 +msgid "Are your usual views still displayed correctly?" +msgstr "" + +#: ../../content/administration/upgrade.rst:222 +msgid "Are your reports (invoice, sales order, etc.) correctly generated?" +msgstr "" + +#: ../../content/administration/upgrade.rst:223 +msgid "Are your website pages working correctly?" +msgstr "" + +#: ../../content/administration/upgrade.rst:224 +msgid "" +"Are you able to create and modify records? (sales orders, invoices, " +"purchases, users, contacts, companies, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:226 +msgid "Are there any issues with your mail templates?" +msgstr "" + +#: ../../content/administration/upgrade.rst:227 +msgid "Are there any issues with saved translations?" +msgstr "" + +#: ../../content/administration/upgrade.rst:228 +msgid "Are your search filters still present?" +msgstr "" + +#: ../../content/administration/upgrade.rst:229 +msgid "Can you export your data?" +msgstr "" + +#: ../../content/administration/upgrade.rst:233 +msgid "" +"Checking a random product in your product catalog and comparing its test and" +" production data to verify everything is the same (product category, selling" +" price, cost price, vendor, accounts, routes, etc.)." +msgstr "" + +#: ../../content/administration/upgrade.rst:236 +msgid "Buying this product (Purchase app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:237 +msgid "Confirming the reception of this product (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:238 +msgid "" +"Checking if the route to receive this product is the same in your production" +" database (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:240 +msgid "Selling this product (Sales app) to a random customer." +msgstr "" + +#: ../../content/administration/upgrade.rst:241 +msgid "" +"Opening your customer database (Contacts app), selecting a customer (or " +"company), and checking its data." +msgstr "" + +#: ../../content/administration/upgrade.rst:243 +msgid "Shipping this product (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:244 +msgid "" +"Checking if the route to ship this product is the same as in your production" +" database (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:246 +msgid "Validating a customer invoice (Invoicing or Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:247 +msgid "" +"Crediting the invoice (issuing a credit note) and checking if it behaves as " +"in your production database." +msgstr "" + +#: ../../content/administration/upgrade.rst:249 +msgid "Checking your reports' results (Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:250 +msgid "" +"Randomly checking your taxes, currencies, bank accounts, and fiscal year " +"(Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:251 +msgid "" +"Making an online order (Website apps) from the product selection in your " +"shop until the checkout process and checking if everything behaves as in " +"your production database." +msgstr "" + +#: ../../content/administration/upgrade.rst:254 +msgid "" +"This list is **not** exhaustive. Extend the example to your other apps based" +" on your use of Odoo." +msgstr "" + +#: ../../content/administration/upgrade.rst:256 +msgid "" +"If you face an issue while testing your upgraded test database, you can " +"request the assistance of Odoo via the `support page " +"`__ by selecting the option related " +"to testing the upgrade. In any case, it is essential to report any problem " +"encountered during the testing to fix it before upgrading your production " +"database." +msgstr "" + +#: ../../content/administration/upgrade.rst:261 +msgid "" +"You might encounter significant differences with standard views, features, " +"fields, and models during testing. Those changes cannot be reverted on a " +"case-by-case basis. However, if a change introduced by a new version breaks " +"a customization, it is the responsibility of the maintainer of your custom " +"module to make it compatible with the new version of Odoo." +msgstr "" + +#: ../../content/administration/upgrade.rst:267 +msgid "Do not forget to test:" +msgstr "" + +#: ../../content/administration/upgrade.rst:269 +msgid "Integrations with external software (EDI, APIs, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:270 +msgid "" +"Workflows between different apps (online sales with eCommerce, converting a " +"lead all the way to a sales order, delivery of products, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:272 +msgid "Data exports" +msgstr "" + +#: ../../content/administration/upgrade.rst:273 +msgid "Automated actions" +msgstr "" + +#: ../../content/administration/upgrade.rst:274 +msgid "" +"Server actions in the action menu on form views, as well as by selecting " +"multiple records on list views" +msgstr "" + +#: ../../content/administration/upgrade.rst:280 +msgid "Upgrading the production database" +msgstr "" + +#: ../../content/administration/upgrade.rst:282 +msgid "" +"Once the :ref:`tests ` are completed and you are " +"confident that the upgraded database can be used as your main database " +"without any issues, it is time to plan the go-live day. It can be planned in" +" coordination with Odoo's upgrade support analysts, reachable via the " +"`support page `__." +msgstr "" + +#: ../../content/administration/upgrade.rst:287 +msgid "" +"Your production database will be unavailable during its upgrade. Therefore, " +"we recommend planning the upgrade at a time when the use of the database is " +"minimal." +msgstr "" + +#: ../../content/administration/upgrade.rst:290 +msgid "" +"As the standard upgrade scripts and your database are constantly evolving, " +"it is also recommended to frequently request another upgraded test database " +"to ensure that the upgrade process is still successful, especially if it " +"takes a long time to finish. Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended." +msgstr "" + +#: ../../content/administration/upgrade.rst:296 +msgid "Going into production without first testing may lead to:" +msgstr "" + +#: ../../content/administration/upgrade.rst:298 +msgid "Users failing to adjust to the changes and new features" +msgstr "" + +#: ../../content/administration/upgrade.rst:299 +msgid "" +"Business interruptions (e.g., no longer having the possibility to validate " +"an action)" +msgstr "" + +#: ../../content/administration/upgrade.rst:300 +msgid "" +"Poor customer experience (e.g., an eCommerce website that does not work " +"correctly)" +msgstr "" + +#: ../../content/administration/upgrade.rst:302 +msgid "" +"The process of upgrading a production database is similar to upgrading a " +"test database with a few exceptions." +msgstr "" + +#: ../../content/administration/upgrade.rst:309 +msgid "" +"The process is similar to :ref:`obtaining an upgraded test database " +"`, except for the purpose option, which must " +"be set to :guilabel:`Production` instead of :guilabel:`Test`." +msgstr "" + +#: ../../content/administration/upgrade.rst:314 +msgid "" +"Once the upgrade is requested, the database will be unavailable until the " +"upgrade is finished. Once the process is completed, it is impossible to " +"revert to the previous version." +msgstr "" + +#: ../../content/administration/upgrade.rst:320 +msgid "" +"The process is similar to :ref:`obtaining an upgraded test database " +"` on the :guilabel:`Production` branch." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "View from the upgrade tab" +msgstr "" + +#: ../../content/administration/upgrade.rst:326 +msgid "" +"The process is **triggered as soon as a new commit is made** on the branch. " +"This allows the upgrade process to be synchronized with the deployment of " +"the custom modules' upgraded source code. If there are no custom modules, " +"the upgrade process is triggered immediately." +msgstr "" + +#: ../../content/administration/upgrade.rst:332 +msgid "" +"The database is unavailable throughout the process. If anything goes wrong, " +"the platform automatically reverts the upgrade, as it would be for a regular" +" update. In case of success, a backup of the database before the upgrade is " +"created." +msgstr "" + +#: ../../content/administration/upgrade.rst:336 +msgid "" +"The update of your custom modules must be successful to complete the entire " +"upgrade process. Make sure the status of your staging upgrade is " +":guilabel:`successful` before trying it in production." +msgstr "" + +#: ../../content/administration/upgrade.rst:344 +msgid "" +"The command to upgrade a database to production is similar to the one of " +"upgrading a test database except for the argument `test`, which must be " +"replaced by `production`:" +msgstr "" + +#: ../../content/administration/upgrade.rst:351 +msgid "" +"An upgraded production database can also be requested via the `Upgrade page " +"`_. Once the database is uploaded, any " +"modification to your production database will **not** be present on your " +"upgraded database. This is why we recommend not using it during the upgrade " "process." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:69 -msgid "The standard upgrade is done when your upgrade request is completed." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:70 +#: ../../content/administration/upgrade.rst:358 msgid "" -"Your custom modules also need to be upgraded to keep them compatible with " -"the new version." +"When requesting an upgraded database for production purposes, the copy is " +"submitted without a filestore. Therefore, the upgraded database filestore " +"must be merged with the production filestore before deploying the new " +"version." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:72 +#: ../../content/administration/upgrade.rst:362 msgid "" -"Depending on your contract, the upgrade of your custom modules can be done" +"In case of an issue with your production database, you can request the " +"assistance of Odoo via the `support page " +"`__ by selecting the option " +"related to the upgrade in production." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:74 -msgid "by yourself." +#: ../../content/administration/upgrade.rst:370 +msgid "Service-level agreement (SLA)" msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:75 -msgid "by your Partner." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:76 +#: ../../content/administration/upgrade.rst:372 msgid "" -"by Odoo (if you hold a subscription to 'Maintenance of Customizations')." +"With Odoo Enterprise, upgrading a database to the most recent version of " +"Odoo is **free**, including any support required to rectify potential " +"discrepancies in the upgraded database." +msgstr "" + +#: ../../content/administration/upgrade.rst:375 +msgid "" +"Information about the upgrade services included in the Enterprise Licence is" +" available in the :ref:`Odoo Enterprise Subscription Agreement `. " +"However, this section clarifies what upgrade services you can expect." +msgstr "" + +#: ../../content/administration/upgrade.rst:380 +msgid "Upgrade services covered by the SLA" +msgstr "" + +#: ../../content/administration/upgrade.rst:382 +msgid "" +"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " +"self-hosted (On-Premise) can benefit from upgrade services at all times for:" +msgstr "" + +#: ../../content/administration/upgrade.rst:385 +msgid "the upgrade of all **standard applications**;" +msgstr "" + +#: ../../content/administration/upgrade.rst:386 +msgid "" +"the upgrade of all **customizations created with the Studio app**, as long " +"as Studio is still installed and the respective subscription is still " +"active; and" +msgstr "" + +#: ../../content/administration/upgrade.rst:388 +msgid "" +"the upgrade of all **developments and customizations covered by a " +"maintenance of customizations subscription**." +msgstr "" + +#: ../../content/administration/upgrade.rst:391 +msgid "" +"Upgrade services are limited to the technical conversion and adaptation of a" +" database (standard modules and data) to make it compatible with the version" +" targeted by the upgrade." +msgstr "" + +#: ../../content/administration/upgrade.rst:395 +msgid "Upgrade services not covered by the SLA" +msgstr "" + +#: ../../content/administration/upgrade.rst:397 +msgid "The following upgrade-related services are **not** included:" +msgstr "" + +#: ../../content/administration/upgrade.rst:399 +msgid "" +"the **cleaning** of pre-existing data and configurations while upgrading;" +msgstr "" + +#: ../../content/administration/upgrade.rst:400 +msgid "" +"the upgrade of **custom modules created in-house or by third parties**, " +"including Odoo partners;" +msgstr "" + +#: ../../content/administration/upgrade.rst:401 +msgid "" +"lines of **code added to standard modules**, i.e., customizations created " +"outside the Studio app, code entered manually, and :ref:`automated actions " +"using Python code `; and" +msgstr "" + +#: ../../content/administration/upgrade.rst:404 +msgid "**training** on using the upgraded version's features and workflows." +msgstr "" + +#: ../../content/administration/upgrade.rst:407 +msgid ":doc:`Odoo.sh documentation `" +msgstr "" + +#: ../../content/administration/upgrade.rst:408 +msgid ":doc:`Supported Odoo versions `" msgstr "" diff --git a/locale/uk/LC_MESSAGES/finance.po b/locale/uk/LC_MESSAGES/finance.po index b22e07c92..39c1886b3 100644 --- a/locale/uk/LC_MESSAGES/finance.po +++ b/locale/uk/LC_MESSAGES/finance.po @@ -7,17 +7,17 @@ # Zoriana Zaiats, 2021 # Bohdan Lisnenko, 2021 # Martin Trigaux, 2023 -# Wil Odoo, 2023 # Alina Lisnenko , 2023 +# Wil Odoo, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-09 08:39+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" -"Last-Translator: Alina Lisnenko , 2023\n" +"Last-Translator: Wil Odoo, 2023\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -173,7 +173,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting.rst:127 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" msgstr "" @@ -210,10 +210,12 @@ msgid "Audit" msgstr "Аудит" #: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1073 msgid "General ledger" msgstr "" #: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1035 msgid "Trial balance" msgstr "Оборотно-сальдова відомість" @@ -232,7 +234,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:135 #: ../../content/applications/finance/fiscal_localizations/chile.rst:161 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:321 msgid "Partner" msgstr "Партнер" @@ -524,6 +526,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:15 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:22 #: ../../content/applications/finance/accounting/payments/batch.rst:15 @@ -541,7 +544,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 #: ../../content/applications/finance/accounting/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:13 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:22 @@ -552,15 +555,15 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:29 #: ../../content/applications/finance/fiscal_localizations/chile.rst:290 #: ../../content/applications/finance/fiscal_localizations/chile.rst:332 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/germany.rst:58 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:620 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:726 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:847 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:40 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:766 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:906 #: ../../content/applications/finance/fiscal_localizations/peru.rst:25 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 @@ -571,7 +574,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:60 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:9 #: ../../content/applications/finance/payment_acquirers/mollie.rst:8 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:141 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:146 #: ../../content/applications/finance/payment_acquirers/sips.rst:9 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:30 msgid "Configuration" @@ -2340,7 +2343,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "Тип" @@ -2408,7 +2411,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:5 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:86 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:310 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:321 msgid "Customer invoices" msgstr "" @@ -2469,7 +2472,7 @@ msgstr "" " при отриманні товару." #: ../../content/applications/finance/accounting/customer_invoices.rst:35 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:284 msgid "Invoice creation" msgstr "Створення рахунків-фактур" @@ -2692,8 +2695,8 @@ msgstr "115" #: ../../content/applications/finance/accounting/taxes.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:164 #: ../../content/applications/finance/fiscal_localizations/chile.rst:198 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:165 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:69 #: ../../content/applications/finance/fiscal_localizations/peru.rst:242 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:127 @@ -3863,7 +3866,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:97 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:26 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:32 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:16 #: ../../content/applications/finance/fiscal_localizations/france.rst:182 #: ../../content/applications/finance/fiscal_localizations/india.rst:16 @@ -3871,9 +3874,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:34 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:66 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:15 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:14 @@ -3882,16 +3884,15 @@ msgstr "Назва" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:98 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:27 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:17 #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:17 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:35 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:67 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:15 @@ -5120,465 +5121,952 @@ msgid ":doc:`../fiscal_localizations`" msgstr "" #: ../../content/applications/finance/accounting/get_started.rst:190 -msgid "`Odoo Tutorials: Accounting Basics `_" +msgid "" +"`Odoo Tutorials: Accounting and Invoicing - Getting started [video] " +"`_" msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:3 -msgid "Inventory average price valuation" +msgid "Average price on returned goods" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:5 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:9 msgid "" -"As stated in the :doc:`inventory valuation page " -"`," -" one of the possible costing method you can use in perpetual stock " -"valuation, is the average cost." +"*Average cost valuation* (AVCO) is an inventory valuation method that " +"evaluates cost based on the total cost of goods bought or produced during a " +"period, divided by the total number of items on-hand. Inventory valuation is" +" used to:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:10 -msgid "" -"This document answers to one recurrent question for companies using that " -"method to make their stock valuation: how does a shipping returned to its " -"supplier impact the average cost and the accounting entries? This document " -"is **only** for the specific use case of a perpetual valuation (as opposed " -"to the periodic one) and in average price costing method (as opposed to " -"standard of FIFO)." +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:13 +msgid "reflect the value of a company's assets;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:14 +msgid "keep track of the amount of unsold goods;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:15 +msgid "account for monetary value in goods that have yet to generate profit;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:16 +msgid "report on flow of goods throughout the quarter." msgstr "" -"Ця документація відповідає на одне повторюване запитання для компаній, які " -"використовують цей метод для оцінки їхньої вартості: як відвантаження " -"повернене своєму постачальнику, впливає на середню вартість та записи " -"бухгалтерського обліку? Цей документ призначений лише для конкретного " -"випадку використання безперервної оцінки (на відміну від періодичної) та " -"методу середнього ціноутворення (на відміну від стандарту FIFO)." #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:18 -msgid "Definition of average cost" -msgstr "Визначення середньої ціни" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:20 msgid "" -"The average cost method calculates the cost of ending inventory and cost of " -"goods sold on the basis of weighted average cost per unit of inventory." +"Because |AVCO| uses the weighted average to evaluate the cost, it is a good " +"fit for companies that sell only a few different products in large " +"quantities. In Odoo, this costing analysis is *automatically updated* each " +"time products are received." msgstr "" -"Метод визначення середньої ціни обчислює вартість на кінець інвентаризації " -"та вартість товарів, що продаються, на основі середньозваженої вартості " -"одиниці інвентаризації." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:24 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:22 msgid "" -"The weighted average cost per unit is calculated using the following " -"formula:" -msgstr "Середньозважена вартість одиниці обчислюється за такою формулою:" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:27 -msgid "" -"When new products arrive in a warehouse, the new average cost is recomputed " -"as:" +"Thus, when shipments are returned to their supplier, Odoo automatically " +"generates accounting entries to reflect the change in inventory valuation. " +"However, Odoo does **not** automatically update the |AVCO| calculation, " +"because :ref:`this can potentially create inconsistencies with inventory " +"valuation `." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:28 +msgid "" +"This document addresses a specific use case for theoretical purposes. " +"Navigate :ref:`here ` for instructions" +" on how to set up and use |AVCO| in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:32 +msgid "" +":ref:`Using inventory valuation `" msgstr "" -"Коли нові товари потрапляють до складу, нові середні витрати перераховуються" -" як:" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:33 msgid "" -"When products leave the warehouse: the average cost **does not** change" -msgstr "Коли товари виходять зі складу: середня вартість **не** змінюється" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 -msgid "Defining the purchase price" -msgstr "Визначення ціни покупки" +":ref:`Other inventory valuation methods " +"`" +msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:38 msgid "" -"The purchase price is estimated at the reception of the products (you might " -"not have received the vendor bill yet) and reevaluated at the reception of " -"the vendor bill. The purchase price includes the cost you pay for the " -"products, but it may also includes additional costs, like landed costs." +"To use average cost inventory valuation on a product, navigate to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"select the category that will be using |AVCO|. On the product category page," +" set :guilabel:`Costing Method` to `Average Cost (AVCO)` and " +":guilabel:`Inventory Valuation` to `Automated`." msgstr "" -"Ціна придбання оцінюється при отриманні товарів (можливо, ви ще не отримали " -"рахунок постачальника) і переоцінили на отримання рахунка постачальника. " -"Ціна придбання включає вартість, яку ви сплачуєте за товари, але може також " -"включати додаткові витрати, як-от розмір витрат." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:45 -msgid "Average cost example" -msgstr "Приклад середньої вартості" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:44 +msgid "" +":ref:`Inventory valuation configuration " +"`" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:47 +msgid "Using average cost valuation" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:49 +msgid "" +"The average cost method adjusts the inventory valuation when products are " +"received in the warehouse. This section explains how it works, but if the " +"explanation is unnecessary, skip to the :ref:`return to supplier use case " +"` section." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 +msgid "Formula" +msgstr "Формула" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:58 +msgid "" +"When new products arrive, the new average cost for each product is " +"recomputed using the formula:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +msgid "" +"Avg~Cost = \\frac{(Old~Qty \\times Old~Avg~Cost) + (Incoming~Qty \\times Purchase~Price)}{Final~Qty}\n" +"\n" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:63 +msgid "**Old Qty**: product count in stock before receiving the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +msgid "" +"**Old Avg Cost**: calculated average cost for a single product from the " +"previous inventory valuation;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:66 +msgid "**Incoming Qty**: count of products arriving in the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:67 +msgid "" +"**Purchase Price**: estimated price of products at the reception of products" +" (since vendor bills may arrive later). The amount includes not only the " +"price for the products, but also added costs, such as shipping, taxes, and " +":ref:`landed costs `. At reception of the " +"vendor bill, this price is adjusted;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:71 +msgid "**Final Qty**: quantity of on-hand stock after the stock move." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:76 +msgid "" +"When products leave the warehouse, the average cost **does not** change. " +"Read about why the average cost valuation is **not** adjusted :ref:`here " +"`." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +msgid "Compute average cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 +msgid "" +"To understand how the average cost of a product changes with each shipment, " +"consider the following table of warehouse operations and stock moves. Each " +"is a different example of how the average cost valuation is affected." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Operation" msgstr "Операція" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -msgid "Delta Value" -msgstr "Значення дельти" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +msgid "Incoming Value" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Inventory Value" msgstr "Складська оцінка" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Qty On Hand" msgstr "Кількість в наявності" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Avg Cost" msgstr "Середня вартість" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$0" msgstr "$0" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 #: ../../content/applications/finance/fiscal_localizations/france.rst:240 msgid "0" msgstr "0" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -msgid "Receive 8 Products at $10" -msgstr "Отримати 8 товарів на 10 доларів" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "Receive 8 tables at $10/unit" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -msgid "+8\\*$10" -msgstr "+8\\*$10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "8 * $10" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$80" msgstr "$80" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "8" msgstr "8" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$10" msgstr "$10" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -msgid "Receive 4 Products at $16" -msgstr "Отримати 4 товари на 16 доларів " +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "Receive 4 tables at $16/unit" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -msgid "+4\\*$16" -msgstr "+4\\*$16" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "4 * $16" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "$144" msgstr "$144" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 #: ../../content/applications/finance/fiscal_localizations/france.rst:88 #: ../../content/applications/finance/fiscal_localizations/france.rst:111 msgid "12" msgstr "12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$12" msgstr "$12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -msgid "Deliver 10 Products" -msgstr "Доставити 10 товарів" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "Deliver 10 tables" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -msgid "-10\\*$12" -msgstr "-10\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "-10 * $12" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "$24" msgstr "$24" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "2" msgstr "2" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 msgid "" -"At the beginning, the Avg Cost is set to 0 set as there is no product in the" -" inventory. When the first reception is made, the average cost becomes " -"logically the purchase price." +"Ensure comprehension of the above computations by reviewing the \"Receive 8 " +"tables at $10/unit\" example." msgstr "" -"Спочатку середню вартість встановлено на 0, тому що на складі немає товару. " -"Коли здійснюється перший прийом, середня вартість логічно стає закупівельною" -" ціною." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:106 +msgid "Initially, the product stock is 0, so all values are $0." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:108 msgid "" -"At the second reception, the average cost is updated because the total " -"inventory value is now ``$80 + 4*$16 = $144``. As we have 12 units on hand, " -"the average price per unit is ``$144 / 12 = $12``." +"In the first warehouse operation, `8` tables are received at `$10` each. The" +" average cost is calculated using the :ref:`formula " +"`:" msgstr "" -"На другий прийому середня вартість оновлюється, оскільки загальна вартість " -"інвентаризації зараз становить``$80 + 4*$16 = $144``. Оскільки в нас 12 " -"одиниць в наявності, середня ціна за одиницю становить ``$144 / 12 = $12``." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:68 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:111 msgid "" -"By definition, the delivery of 10 products does not change the average cost." -" Indeed, the inventory value is now $24 as we have only 2 units remaining of" -" each ``$24 / 2 = $12``." +"Avg~Cost = \\frac{0 + 8 \\times $10}{8} = \\frac{$80}{8} = $10\n" +"\n" msgstr "" -"За визначенням, доставка 10 товарів не змінює середню вартість. Дійсно, " -"вартість інвентаризації зараз становить 24 долари, тому що у нас залишилося " -"всього 2 одиниці, що залишилися від кожних ``$24 / 2 = $12``." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:73 -msgid "Purchase return use case" -msgstr "Випадок повернення купівлі" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:75 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:114 msgid "" -"In case of a product returned to its supplier after reception, the inventory" -" value is reduced using the average cost formulae (not at the initial price " -"of these products!)." +"Since the *incoming quantity* of tables is `8` and the *purchase price* for " +"each is `$10`," msgstr "" -"Якщо товар повертається постачальнику після отримання, вартість " -"інвентаризації зменшується з використанням середніх формул витрат (не за " -"початковою ціною цих товарів!)." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:79 -msgid "Which means that the above table will be updated as follow:" -msgstr "Це означає, що наведена вище таблиця буде оновлена таким чином:" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:115 +msgid "The inventory value in the numerator is evaluated to `$80`;" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "Return of 1 Product initially bought at $10" -msgstr "Повернення 1 товару, купленого спочатку за $10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:116 +msgid "`$80` is divided by the total amount of tables to store, `8`;" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "-1\\*$12" -msgstr "-1\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 +msgid "`$10` is the average cost of a single table from the first shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 +msgid "" +"To verify this in Odoo, in the *Purchase* app, order `8` quantities of a new" +" product, `Table`, with no previous stock moves, for `$10` each." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:122 +msgid "" +"In the table's :guilabel:`Product Category` field in the :guilabel:`General " +"Information` tab of the product form, click the :guilabel:`➡️ (arrow)` icon," +" to open an :guilabel:`External Link` to edit the product category. Set the " +":guilabel:`Costing Method` to `Average Cost (AVCO)` and :guilabel:`Inventory" +" Valuation` to `Automated`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:127 +msgid "" +"Then, return to the purchase order. Click :guilabel:`Confirm Order`, and " +"click :guilabel:`Receive Products` to confirm receipt." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 +msgid "" +"Next, check the inventory valuation record generated by the product " +"reception by navigating to :menuselection:`Inventory --> Reporting --> " +"Inventory Valuation`. Select the drop-down for `Table`, and view the " +":guilabel:`Total Value` column for the *valuation layer* (:dfn:`inventory " +"valuation at a specific point in time = on-hand quantity * unit price`). The" +" 8 tables in-stock are worth $80." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show inventory valuation of 8 tables in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:141 +msgid "" +"When the product category's :guilabel:`Costing Method` is set to " +":guilabel:`AVCO`, then the average cost of a product is also displayed on " +"the :guilabel:`Cost` field, under the :guilabel:`General Information` tab, " +"on the product page itself." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +msgid "Product delivery (use case)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 +msgid "" +"For outgoing shipments, :ref:`outbound products have no effect on the " +"average cost valuation `. Although the " +"average cost valuation is not recalculated, the inventory value still " +"decreases because the product is removed from stock and delivered to the " +"customer location." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +msgid "" +"To demonstrate that the average cost valuation is not recalculated, examine " +"the \"Deliver 10 tables\" example." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:157 +msgid "" +"Avg~Cost = \\frac{12 \\times $12 + (-10) \\times $12}{12-10} = \\frac{24}{2} = $12\n" +"\n" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +msgid "" +"Because 10 tables are being sent out to customers, the *incoming quantity* " +"is `-10`. The previous average cost (`$12`) is used in lieu of a vendor's " +"*purchase price*;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:162 +msgid "The *incoming inventory value* is `-10 * $12 = -$120`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 +msgid "" +"The old *inventory value* (`$144`) is added to the *incoming inventory " +"value* (`-$120`), so `$144 + -$120 = $24`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:165 +msgid "" +"Only `2` tables remain after shipping out `10` tables from `12`. So the " +"current *inventory value* (`$24`) is divided by the on-hand quantity (`2`);" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:167 +msgid "" +"`$24 / 2 = $12`, which is the same average cost as the previous operation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:169 +msgid "" +"To verify this in Odoo, sell `10` tables in the *Sales* app, validate the " +"delivery, and then review the inventory valuation record by going to in " +":menuselection:`Inventory --> Reporting --> Inventory Valuation`. In the " +"topmost valuation layer, delivering `10` tables reduces the product's value " +"by `-$120`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:174 +msgid "" +"**Note**: What is not represented in this stock valuation record is the " +"revenue made from this sale, so this decrease is not a loss to the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show how deliveries decrease inventory valuation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:184 +msgid "Return items to supplier (use case)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:186 +msgid "" +"Because the price paid to suppliers can differ from the price the product is" +" valued at with the |AVCO| method, Odoo handles returned items in a specific" +" way." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:189 +msgid "" +"Products are returned to suppliers at the original purchase price, but;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:190 +msgid "The internal cost valuation remains unchanged." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:192 +msgid "" +"The above :ref:`example table ` is updated as" +" follows:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +msgid "Qty*Avg Cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "Return 1 table bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "-1 * $12" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 #: ../../content/applications/finance/fiscal_localizations/france.rst:242 msgid "1" msgstr "1" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:90 -msgid "Explanation: counter example" -msgstr "Пояснення: зустрічний приклад" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:92 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 msgid "" -"Remember the definition of **Average Cost**, saying that we do not update " -"the average cost of a product leaving the inventory. If you break this rule," -" you may lead to inconsistencies in your inventory." +"In other words, returns to vendors are perceived by Odoo as another form of " +"a product exiting the warehouse. To Odoo, because the table is valued at $12" +" per unit, the inventory value is reduced by `$12` when the product is " +"returned; the initial purchase price of `$10` is unrelated to the table's " +"average cost." msgstr "" -"Запам'ятайте визначення **Середня ціна**, зазначивши, що ми не оновлюємо " -"середню вартість товару, що залишаєсклад. Якщо ви порушите це правило, ви " -"можете привести до невідповідності на вашому складі." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:96 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:208 msgid "" -"As an example, here is the scenario when you deliver one piece to the " -"customer and return the other one to your supplier (at the cost you " -"purchased it). Here is the operation:" +"To return a single table that was purchased for `$10`, navigate to the " +"receipt in the *Inventory* app for the :ref:`8 tables purchased in Exercise " +"1 ` by going to the :guilabel:`Inventory Overview`," +" clicking on :guilabel:`Receipts`, and selecting the desired receipt." msgstr "" -"Як приклад, ось сценарій, коли ви доставляєте один товар клієнту та " -"повертаєте інший постачальнику (за ціною, яку ви купили). Ось операція:" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -msgid "Customer Shipping 1 product" -msgstr "Відправлення клієнту 1 товару" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:213 +msgid "" +"Then, click :guilabel:`Return` on the validated delivery order, and modify " +"the quantity to `1` in the reverse transfer window. This creates an outgoing" +" shipment for the table. Select :guilabel:`Validate` to confirm the outgoing" +" shipment." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -msgid "-1\\*$10" -msgstr "-1\\*$10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:217 +msgid "" +"Return to :menuselection:`Inventory --> Reporting --> Inventory Valuation` " +"to see how the outgoing shipment decreases the inventory value by $12." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Inventory valuation for return." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:227 +msgid "Eliminate stock valuation errors in outgoing products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:229 +msgid "" +"Inconsistencies can occur in a company's inventory when the average cost " +"valuation is recalculated on outgoing shipments." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:232 +msgid "" +"To demonstrate this error, the table below displays a scenario in which 1 " +"table is shipped to a customer and another is returned to a supplier at the " +"purchased price." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +msgid "Qty*Price" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "Ship 1 product to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "-1 \\* $12" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "Return 1 product initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "-1 \\* $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$2**" msgstr "**$2**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 msgid "**0**" msgstr "**0**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:110 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 msgid "" -"As you can see in this example, this is not correct: an inventory valuation " -"of $2 for 0 pieces in the warehouse." +"In the final operation above, the final inventory valuation for the table is" +" `$2` even though there are `0` tables left in stock." msgstr "" -"Як ви можете бачити в цьому прикладі, це не правильно: складська оцінка 2 " -"доларів за 0 одиниць на складі." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:113 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:248 +msgid "Correct method" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:250 msgid "" -"The correct scenario should be to return the goods at the current average " -"cost:" +"Use the average cost to value the return. This does not mean the company " +"gets $12 back for a $10 purchase; the item returned for $10 is valued " +"internally at $12. The inventory value change represents a product worth $12" +" no longer being accounted for in company assets." msgstr "" -"Правильним сценарієм має бути повернення товару за поточною середньою ціною:" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "**$0**" -msgstr "**$0**" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:255 +msgid "Anglo-Saxon accounting" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:126 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:257 msgid "" -"On the other hand, using the average cost to value the return ensure a " -"correct inventory value at all times." +"In addition to using |AVCO|, companies that use **Anglo-Saxon accounting** " +"also keep a holding account that tracks the amount to be paid to vendors. " +"Once a vendor delivers an order, **inventory value** increases based on the " +"vendor price of the products that have entered the stock. The holding " +"account (called **stock input**) is credited and only reconciled once the " +"vendor bill is received." msgstr "" -"З іншого боку, використання середньої ціни для значення повернення гарантує " -"правильну складську оцінку у будь-який час." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 -msgid "Further thoughts on anglo saxon mode" -msgstr "Концепція в англо-саксонському режимі" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:132 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:263 msgid "" -"For people in using the **anglo saxon accounting** principles, there is " -"another concept to take into account: the stock input account of the " -"product, which is intended to hold at any time the value of vendor bills to " -"receive. So the stock input account will increase on reception of incoming " -"shipments and will decrease when receiving the related vendor bills." +":ref:`Anglo-Saxon vs. Continental " +"`" msgstr "" -"Для людей, які використовують принципи **англо-саксонського бухобліку**, " -"існує інша концепція, яка враховує: рахунок прийняття товару, який має намір" -" у будь-який час зберігати вартість отримуваних рахунків постачальника. " -"Таким чином, рахунок на прийняття товару збільшуватиметься при отриманні " -"вхідних відправлень і зменшуватиметься при отриманні відповідних рахунків " -"постачальника." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:139 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:265 msgid "" -"Back to our example, we see that when the return is valued at the average " -"price, the amount booked in the stock input account is the original purchase" -" price:" +"The table below reflects journal entries and accounts. The *stock input* " +"account stores the money intended to pay vendors when the vendor bill has " +"not yet been received. To balance accounts when returning products that have" +" a price difference between the price the product is **valued at** and the " +"price it was bought for, a *price difference* account is created." msgstr "" -"Повертаючись до нашого прикладу, ми бачимо, що коли прибуток оцінюється за " -"середньою ціною, сума, заброньована на рахунку вхідного складу, є початковою" -" ціною покупки:" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "stock input" -msgstr "отримання товару" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Stock Input" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "price diff" -msgstr "різниця цін" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Price Diff" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +msgid "Receive 8 tables at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "($80)" msgstr "($80)" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "Receive vendor bill $80" msgstr "Отримати рахунок постачальника на $80" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +msgid "Receive 4 tables at $16" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 msgid "($64)" msgstr "($64)" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "Receive vendor bill $64" msgstr "Отримати рахунок постачальника на $64" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +msgid "Deliver 10 tables to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "Return 1 table initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$10**" msgstr "**$10**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$12**" msgstr "**$12**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "Receive vendor refund $10" msgstr "Отримати відшкодування постачальника на $10" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$2" msgstr "$2" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 -msgid "" -"This is because the vendor refund will be made using the original purchase " -"price, so to zero out the effect of the return in the stock input in last " -"operation, we need to reuse the original price. The price difference account" -" located on the product category is used to book the difference between the " -"average cost and the original purchase price." +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 +msgid "Product reception" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:296 +msgid "Summary" +msgstr "Підсумок" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:298 +msgid "" +"At product reception, Odoo ensures companies can pay for goods that were " +"purchased by preemptively moving an amount matching the price of received " +"goods into the :doc:`liability account " +"`, **Stock " +"Input**. Then, once the bill has been received, the amount in the holding " +"account is transferred to *Accounts Payable*. Transfers into this account " +"means the bill has been paid. **Stock Input** is reconciled once the vendor " +"bill is received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:305 +msgid "" +"Inventory valuation is a method of calculating how much each in-stock " +"product is worth internally. Since there is a difference between the price " +"the product is **valuated at** and the price the product was actually " +"**purchased for**, the **Inventory Valuation** account is unrelated to the " +"crediting and debiting operations of the **Stock Input** account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:310 +msgid "To conceptualize all this, follow the breakdown below." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:313 +msgid "Accounts balanced at received products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:315 +msgid "" +"In this example, a company starts with zero units of a product, `table`, in " +"stock. Then, 8 tables are received from the vendor:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:318 +msgid "" +"The **Stock Input** account stores `$80` of credit owed to the vendor. The " +"amount in this account is unrelated to the inventory value." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:320 +msgid "" +"`$80` worth of tables came **in** (**debit** the *Inventory Value* account " +"`$80`), and" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:321 +msgid "" +"`$80` must be paid **out** for received goods (**credit** the *Stock Input* " +"account `$80`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:324 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:367 +msgid "In Odoo" +msgstr "В Odoo" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:326 +msgid "" +"Odoo generates an accounting journal entry when shipments that use |AVCO| " +"costing method are received. Configure a :guilabel:`Price Difference " +"Account` by selecting the :guilabel:`➡️ (arrow)` icon next to the " +":guilabel:`Product Category` field on the product page." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:330 +msgid "" +"Under :guilabel:`Account Properties`, create a new :guilabel:`Price " +"Difference Account` by typing in the name of the account and clicking " +":guilabel:`Create and Edit`. Then set the account :guilabel:`Type` as " +"`Expenses`, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Create price difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:338 +msgid "" +"Then, receive the shipment in the *Purchase* app or *Inventory* app, and " +"navigate to the :menuselection:`Accounting app --> Accounting --> Journal " +"Entries`. In the list, find the :guilabel:`Reference` that matches the " +"warehouse reception operation for the relevant product." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show accounting entry of 8 tables from the list." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:346 +msgid "" +"Click on the line for 8 tables. This accounting journal entry shows that " +"when the 8 tables were received, the `Stock Valuation` account increased by " +"`$80`. Conversely, the **Stock Input** account (set as `Stock Interim " +"(Received)` account by default) is credited `$80`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Debit stock valuation and credit stock input 80 dollars." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:355 +msgid "Accounts balanced at received vendor bill" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:357 +msgid "" +"In this example, a company starts with zero units of a product, table, in " +"stock. Then, 8 tables are received from the vendor. When the bill is " +"received from vendor for 8 tables:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:360 +msgid "" +"Use `$80` in the **Stock Input** account to pay the bill. This cancels out " +"and the account now holds `$0`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:362 +msgid "Debit **Stock Input** `$80` (to reconcile this account)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:363 +msgid "" +"Credit **Accounts payable** `$80`. This account stores the amount the " +"company owes others, so accountants use the amount to write checks to " +"vendors." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:369 +msgid "" +"Once the vendor requests payment, navigate to the :menuselection:`Purchase " +"app --> Orders --> Purchase` and select the :abbr:`PO (Purchase Order)` for " +"8 tables. Inside the :abbr:`PO (Purchase Order)`, select :guilabel:`Create " +"Bill`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:373 +msgid "" +"Switch to the :guilabel:`Journal Items` tab to view how `$80` is transferred" +" from the holding account, `Stock Interim (Received)` to `Accounts Payable`." +" :guilabel:`Confirm` the bill to record the payment to the vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show bill linked to the purchase order for 8 tables." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:382 +msgid "On product delivery" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:384 +msgid "" +"In the :ref:`above example table `, when 10" +" products are delivered to a customer, the **Stock Input** account is " +"untouched because there are no new products coming in. To put it simply:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:388 +msgid "" +"**Inventory valuation** is credited `$120`. Subtracting from inventory " +"valuation represents `$120` worth of products exiting the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:390 +msgid "Debit **Accounts Receivable** to record revenue from the sale." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show journal items linked to sale order." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:398 +msgid "" +"In the accounting journal entry invoicing a customer for 10 tables, the " +"accounts **Product Sales**, **Tax Received**, and **Accounts Receivable** " +"all pertain to the sale of the product. **Accounts Receivable** is the " +"account where the customer payment will be received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:402 +msgid "" +"Anglo-Saxon accounting recognizes the cost of goods sold (COGS) once the " +"sale is made. So, up until the product is sold, scrapped, or returned, costs" +" of keeping the product in stock are not accounted for. The **Expense** " +"account is debited `$120` to log the costs of storing 10 tables during this " +"period of time." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:408 +msgid "On product return" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:410 +msgid "" +"In the :ref:`above example table `, when " +"returning 1 product to a vendor purchased at `$10`, a company expects `$10` " +"in the **Accounts Payable** account from the vendor. However, **Stock " +"Input** account must be debited `$12` because the average cost is `$12` at " +"the time of the return. The missing `$2` is accounted for in the " +":guilabel:`Price Difference Account`, which is set up in the product's " +":guilabel:`Product Category`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:417 +msgid "" +"Behavior of *price difference accounts* varies from localization. In this " +"case, the account is intended to store differences between vendor price and " +"*automated* inventory valuation methods." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:420 +msgid "Summary:" +msgstr "Короткий опис:" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:422 +msgid "" +"Debit **Stock Input** account `$10` to move the table from stock to stock " +"input. This move is to indicate that the table is to be processed for an " +"outgoing shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:424 +msgid "" +"Debit **Stock Input** an additional `$2` to account for the **Price " +"Difference**." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:425 +msgid "" +"Credit **Stock Valuation** `$12` because the item is leaving the stock." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "2 dollar difference expensed in Price Difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:431 +msgid "Once the vendor's refund is received," +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:433 +msgid "" +"Credit **Stock Input** account `$10` to reconcile the price of the table." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:434 +msgid "" +"Debit **Accounts Payable** `$10` to have the accountants collect and " +"register the payment in their journal." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Return to get 10 dollars back." msgstr "" -"Це відбувається тому, що відшкодування постачальника здійснюватиметься за " -"допомогою першої ціни закупки, тому для того, щоби знизити ефект від " -"повернення у вхідній продукції останньої операції, ми повинні знову " -"використовувати першочергову ціну. Знижка ціни, розташована у категорії " -"товару, використовується для резервування різниці між середньою ціною та " -"початковою ціною закупки." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:3 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:79 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/chile.rst:145 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:215 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1008 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 msgid "Chart of accounts" @@ -5587,153 +6075,124 @@ msgstr "План рахунків" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:5 msgid "" "The **chart of accounts (COA)** is the list of all the accounts used to " -"record financial transactions in the general ledger of an organization." +"record financial transactions in the general ledger of an organization. The " +"chart of accounts can be found under " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:8 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:9 msgid "" -"The accounts are usually listed in the order of appearance in the financial " -"reports. Most of the time, they are listed as follows :" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:11 -msgid "Balance Sheet accounts:" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:13 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 -msgid "Assets" -msgstr "Активи" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:14 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 -msgid "Liabilities" -msgstr "Зобов'язання" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:15 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:87 -msgid "Equity" -msgstr "Капітал" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 -msgid "Profit & Loss:" -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 -msgid "Income" -msgstr "Дохід" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:20 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:95 -msgid "Expense" -msgstr "Витрати" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:22 -msgid "" -"When browsing your chart of accounts, you can filter the accounts by number," -" in the left column, and also group them by :guilabel:`Account Type`." +"When browsing your chart of accounts, you can sort the accounts by " +":guilabel:`Code`, :guilabel:`Account Name`, or :guilabel:`Type`, but other " +"options are available in the drop-down menu :guilabel:`(⋮)`." msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Group the accounts by type in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:30 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 msgid "Configuration of an account" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:32 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 msgid "" -"The country you select at the creation of your database (or additional " -"company on your database) determines which **fiscal localization package** " -"is installed by default. This package includes a standard chart of accounts " -"already configured according to the country's regulations. You can use it " -"directly or set it according to your company's needs." +"The country you select during the creation of your database (or additional " +"company in your database) determines which :doc:`fiscal localization package" +" <../../fiscal_localizations>` is installed by default. This package " +"includes a standard chart of accounts already configured according to the " +"country's regulations. You can use it directly or set it according to your " +"company's needs." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:38 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:24 +msgid "" +"To create a new account, go to " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`, click " +":guilabel:`Create`, and fill in (at the minimum) the required fields " +"(:guilabel:`Code, Account Name, Type`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:29 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 -msgid "" -"To create a new account, go to :menuselection:`Accounting --> Configuration " -"--> Chart of Accounts`, click on :guilabel:`Create`, and fill out the form." -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "Code and name" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 msgid "" -"Each account is identified by its **code** and **name**, which also " -"indicates the account's purpose." +"Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " +"which also indicate the account's purpose." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 msgid "Information on the account's purpose and behavior" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:57 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:46 msgid "Generate country-specific legal and financial reports" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "Set the rules to close a fiscal year" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:59 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 msgid "Generate opening entries" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:61 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " -"selector and select the right type among the following list:" +"selector and select the corresponding type from the following list:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Report" msgstr "Звіт" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Category" msgstr "Категорія" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Account Types" msgstr "Типи рахунків" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 #: ../../content/applications/finance/fiscal_localizations/spain.rst:27 msgid "Balance Sheet" msgstr "Звіт балансу" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +msgid "Assets" +msgstr "Активи" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "Дебітор" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:69 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "Банк і готівка" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:71 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -5741,154 +6200,172 @@ msgstr "Банк і готівка" msgid "Current Assets" msgstr "Оборотні активи" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:73 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "Необоротні активи" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:75 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 msgid "Prepayments" msgstr "Аванси" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:77 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 msgid "Fixed Assets" msgstr "Основні засоби" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +msgid "Liabilities" +msgstr "Зобов'язання" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "Кредитор" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:81 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Credit Card" msgstr "Кредитна картка" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:83 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "Короткострокові зобов’язання" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:85 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "Довгострокові зобов'язання" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:89 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +msgid "Equity" +msgstr "Капітал" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "Прибуток поточного періоду" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "Доходи та витрати" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:93 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +msgid "Income" +msgstr "Дохід" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 msgid "Other Income" msgstr "Інший дохід" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:97 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +msgid "Expense" +msgstr "Витрати" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Depreciation" msgstr "Амортизація" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:99 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Cost of Revenue" msgstr "Собівартість продажу" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Other" msgstr "Інше" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Off-Balance Sheet" msgstr "Позабалансовий звіт" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Assets, deferred expenses, and deferred revenues automation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "" -"Some **account types** display a new field **to automate** the creation of " -":ref:`assets ` entries, :ref:`deferred expenses " -"` entries, and :ref:`deferred revenues " -"` entries." +"Some **account types** can **automate** the creation of :ref:`assets " +"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`Setup` on an" +" account line and go to the :guilabel:`Automation` tab." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 -msgid "You have three choices for the :guilabel:`Automation` field:" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +msgid "You have three choices for the :guilabel:`Automation` tab:" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " -"account, a draft entry is created, but not validated. You must first fill " -"out the corresponding form." +"account, a draft entry is created but not validated. You must first fill out" +" the corresponding form." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid "" -":guilabel:`Create and validate`: you must also select a **model**. Whenever " -"a transaction is posted on the account, an entry is created and immediately " -"validated." +":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " +"Expense Model`. Whenever a transaction is posted on the account, an entry is" +" created and immediately validated." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:110 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:122 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 msgid "" -"Select a **default tax** that will be applied when this account is chosen " -"for a product sale or purchase." +"In the :guilabel:`Setup` menu of an account, select a **default tax** to be " +"applied when this account is chosen for a product sale or purchase." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 msgid "Tags" msgstr "Теги" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." -" By default, you can choose among the tags that are used by the *Cash Flow " -"Statement*." +" To add a tag, under :guilabel:`Setup`, click the :guilabel:`Tags` field and" +" select an existing tag or :guilabel:`Create` a new one." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:123 msgid "Account groups" msgstr "Групи рахуків" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " "Balance**. By default, groups are handled automatically based on the code of" " the group. For example, a new account `131200` is going to be part of the " -"group `131000`." +"group `131000`. You can attribute a specific group to an account in the " +":guilabel:`Group` field under :guilabel:`Setup`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 msgid "Create account groups manually" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:143 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" -"To create a new account group, :ref:`developer mode ` and " -"head to :menuselection:`Accounting app --> Configuration --> Account " +"To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting app-->Configuration-->Account " "Groups`. Here, create a new group and enter the :guilabel:`name, code " "prefix, and company` to which that group account should be available. Note " "that you must enter the same code prefix in both :guilabel:`From` and " @@ -5899,10 +6376,10 @@ msgstr "" msgid "Account groups creation." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 msgid "" "To display your **Trial Balance** report with your account groups, go to " -":menuselection:`Accounting app-->Reporting-->Trial Balance`, then open the " +":menuselection:`Accounting-->Reporting-->Trial Balance`, then open the " ":guilabel:`Options` menu and select :guilabel:`Hierarchy and Subtotals`." msgstr "" @@ -5910,17 +6387,17 @@ msgstr "" msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:154 msgid "Allow reconciliation" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:167 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -5928,57 +6405,58 @@ msgid "" "reconciliation**." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:163 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " -"settings, and save." +"settings, and :guilabel:`Save`; or enable the button from the chart of " +"accounts view." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 +msgid "Allow reconciliation for accounts in Odoo Accounting" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 msgid "Deprecated" msgstr "Не використовується" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 msgid "" "It is not possible to delete an account once a transaction has been recorded" -" on it. You can make them unusable by using the **Deprecated** feature." +" on it. You can make them unusable by using the **Deprecated** feature: " +"check the :guilabel:`Deprecated` box in the account's settings, and " +":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 -msgid "" -"To do so, check the :guilabel:`Deprecated` box in the account's settings, " -"and save." -msgstr "" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:187 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:188 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:189 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:190 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:191 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -8006,7 +8484,6 @@ msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" msgstr "" #: ../../content/applications/finance/accounting/payments/multiple.rst:10 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:403 msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" msgstr "" @@ -10609,8 +11086,8 @@ msgstr "" msgid "" "You can create Odoo external API keys either :ref:`for a single database " "` (hosting: Odoo Online, On-premise, and Odoo.sh) or" -" :ref:`for multiple databases managed by a user ` " -"(hosting: Odoo Online)." +" :ref:`for all databases managed by a single user ` (hosting: Odoo Online)." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:30 @@ -10621,8 +11098,8 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:31 msgid "" -"You can copy the API key only at its creation, and you cannot retrieve it " -"later." +"You can copy the API key only at its creation. It is not possible to " +"retrieve it later." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:32 @@ -10634,15 +11111,17 @@ msgid ":doc:`/developer/reference/external_api`" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:40 -msgid "One key per database" +msgid "Per database" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:42 msgid "" -"To create a new API key valid for a single database, click on the user menu," -" then on :guilabel:`My Profile`. Under the :guilabel:`Account Security` tab," -" click on :guilabel:`New API key`, confirm your password, give a descriptive" -" name to your new key, and copy the new API key." +"To add an API key to a **single** database, connect to the database, enable " +"the :ref:`developer mode `, click on the user menu, and then" +" :guilabel:`My Profile` / :guilabel:`Preferences`. Under the " +":guilabel:`Account Security` tab, click on :guilabel:`New API Key`, confirm " +"your password, give a descriptive name to your new key, and copy the API " +"key." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 @@ -10654,13 +11133,13 @@ msgid ":ref:`api/external_api/keys`" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:56 -msgid "One key for multiple databases (fiduciaries)" +msgid "For all databases (fiduciaries)" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:58 msgid "" -"To create a new API key valid for all the databases of a single user **(the " -"easiest for fiduciaries)**, navigate to `Odoo's website " +"To add an API key to **all** databases managed by a single user at the same " +"time **(the easiest method for fiduciaries)**, navigate to `Odoo's website " "`_ and sign in with your administrator account. Next," " open `your account security settings in developer mode " "`_, click on :guilabel:`New API " @@ -10668,6 +11147,12 @@ msgid "" "copy the new API key." msgstr "" +#: ../../content/applications/finance/accounting/reporting/silverfin.rst:65 +msgid "" +"Open the `database manager `_ to view all" +" databases that will be linked to the single API key." +msgstr "" + #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 msgid "creation of an Odoo external API key for an Odoo user" msgstr "" @@ -10835,7 +11320,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:109 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:114 #: ../../content/applications/finance/accounting/taxes/retention.rst:70 msgid ":doc:`../taxes`" msgstr "" @@ -11705,7 +12190,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 #: ../../content/applications/finance/fiscal_localizations/chile.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:25 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 #: ../../content/applications/finance/fiscal_localizations/peru.rst:6 msgid "Introduction" msgstr "Вступ" @@ -12320,185 +12805,168 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:5 msgid "" "Default taxes and accounts are set on products and customers to create new " -"transactions on the fly. However, you might have to use different taxes and " -"record the transactions on different accounts, according to your customers' " -"and providers' localizations and business types." +"transactions on the fly. However, depending on the customers' and providers'" +" localization and business type, using different taxes and accounts for a " +"transaction might be necessary." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:9 msgid "" -"**Fiscal Positions** allow you to create *sets of rules* to automatically " -"adapt the taxes and the accounts used for a transaction." +"**Fiscal positions** allow the creation of rules to adapt the taxes and " +"accounts used for a transaction automatically." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:12 msgid "" -"Example: Belgian to Intra-Community tax mapping with Fiscal Positions in " -"Odoo Accounting" +"They can be applied :ref:`automatically `, " +":ref:`manually `, or :ref:`assigned to a partner " +"`." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:16 -msgid "They can be applied in various ways:" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:18 msgid "" -":ref:`automatically applied, based on some rules " -"`" +"Several default fiscal positions are available as part of your :ref:`fiscal " +"localization package `." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:19 -msgid ":ref:`manually applied on a transaction `" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:25 +msgid "Tax and account mapping" msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 msgid "" -":ref:`assigned to a partner, on its contact form " -"`" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:23 -msgid "" -"A few Fiscal Positions are already preconfigured on your database, as part " -"of your :ref:`fiscal localization package `." +"To edit or create a fiscal position, go to :menuselection:`Accounting --> " +"Configuration --> Fiscal Positions`, and open the entry to modify or click " +"on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:30 -msgid "Tax and Account Mapping" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:32 -msgid "" -"To edit or create a Fiscal Position, go to :menuselection:`Accounting --> " -"Configuration --> Fiscal Positions`, and open the entry you want to modify " -"or click on *Create*." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:35 msgid "" "The mapping of taxes and accounts is based on the default taxes and accounts" -" defined in the products' forms." +" defined in the product form." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:38 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:33 msgid "" -"To map to another tax or account, fill out the right column (**Tax to " -"Apply**/**Account to Use Instead**)." +"To map to another tax or account, fill out the right column (:guilabel:`Tax " +"to Apply`/ :guilabel:`Account to Use Instead`)." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:40 -msgid "" -"To remove a tax, rather than replacing it with another, leave the field " -"**Tax to Apply** empty." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's tax mapping" msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:41 -msgid "" -"To replace a tax with multiple other taxes, add multiple lines with the same" -" **Tax on Product**." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's account mapping" msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:44 +msgid "To remove a tax, leave the field :guilabel:`Tax to Apply` empty." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:45 +msgid "" +"To replace a tax with several other taxes, add multiple lines using the same" +" :guilabel:`Tax on Product`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:49 msgid "" "The mapping only works with *active* taxes. Therefore, make sure they are " "active by going to :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:50 -msgid "Automatic application" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:52 -msgid "" -"You can configure your Fiscal Positions to be applied automatically, " -"following a set of conditions." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:54 -msgid "" -"To do so, open the Fiscal Position you want to modify and click on **Detect " -"Automatically**. You can configure a few conditions:" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:57 -msgid "" -"**VAT Required**: The VAT number *must* be indicated in the customer's " -"contact form." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 -msgid "" -"**Country Group** / **Country**: The Fiscal Position is applied to these " -"countries." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 -msgid "Example of settings to apply a Fiscal Position automatically" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:65 -msgid "" -"Taxes on **eCommerce orders** are automatically updated once the visitor has" -" logged in or filled out their billing details." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:69 -msgid "" -"The Fiscal Positions' **sequence** - the order in which they are arranged - " -"defines which Fiscal Position to apply if the conditions are met in multiple" -" Fiscal Positions." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:72 -msgid "" -"For example, if the first Fiscal Position targets *country A*, and the " -"second Fiscal Position targets a *Country Group* that also comprises " -"*country A*, only the first Fiscal Position will be applied to customers " -"from *country A*." -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:53 msgid "Application" msgstr "Заявка" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:84 -msgid "Assign a Fiscal Position to a partner" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 +msgid "Automatic application" msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:86 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:60 msgid "" -"You can manually define which Fiscal Position must be used by default for a " -"specific partner." +"To automatically apply a fiscal position following a set of conditions, go " +"to :menuselection:`Accounting --> Configuration --> Fiscal Positions`, open " +"the fiscal position to modify, and tick :guilabel:`Detect Automatically`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:88 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:64 +msgid "From there, several conditions can be activated:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:66 msgid "" -"To do so, open the partner's contact form, go to the **Sales & Purchase** " -"tab, edit the **Fiscal Position** field, and click on *Save*." +":guilabel:`VAT Required`: the customer's VAT number must be present on their" +" contact form." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:67 +msgid "" +":guilabel:`Country Group` and :guilabel:`Country`: the fiscal position is " +"only applied to the selected country or country group." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position automatic application settings" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:75 msgid "" -"Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo " -"Accounting" +"Taxes on **eCommerce orders** are automatically updated once the customer " +"has logged in or filled out their billing details." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:98 -msgid "Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills" -msgstr "" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:100 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 msgid "" -"To manually select which Fiscal Position to use for a new Sales Order, " -"Invoice, or Bill, go to the **Other Info** tab and select the right **Fiscal" -" Position** *before* adding product lines." +"The fiscal positions' **sequence** defines which fiscal position is applied " +"if all conditions set on multiple fiscal positions are met simultaneously." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:110 -msgid ":doc:`taxcloud` (decommissioning TaxCloud integration in Odoo 17+)" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:82 +msgid "" +"For example, suppose the first fiscal position in a sequence targets " +"*country A* while the second fiscal position targets a *country group* that " +"comprises *country A*. In that case, only the first fiscal position will be " +"applied to customers from *country A*." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:111 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:89 +msgid "Manual application" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:91 +msgid "" +"To manually select a fiscal position, open a sales order, invoice, or bill, " +"go to the :guilabel:`Other Info` tab and select the desired " +":guilabel:`Fiscal Position` before adding product lines." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a sales order, invoice, or bill" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:102 +msgid "Assign to a partner" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:104 +msgid "" +"To define which fiscal position must be used by default for a specific " +"partner, go to :menuselection:`Accounting --> Customers --> Customers`, " +"select the partner, open the :guilabel:`Sales & Purchase` tab, and select " +"the :guilabel:`Fiscal Position`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a customer" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:115 +msgid ":doc:`taxcloud`" +msgstr ":doc:`taxcloud`" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:116 msgid ":doc:`B2B_B2C`" msgstr ":doc:`B2B_B2C`" @@ -15597,7 +16065,6 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:8 #: ../../content/applications/finance/fiscal_localizations/chile.rst:8 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 msgid "" "Below you can find videos with a general description of the localization, " "and how to configure it." @@ -15613,9 +16080,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:23 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "Modules installation" msgstr "" @@ -15626,7 +16092,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:28 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 #: ../../content/applications/finance/fiscal_localizations/france.rst:59 #: ../../content/applications/finance/fiscal_localizations/india.rst:18 @@ -15634,9 +16100,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:36 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:68 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:18 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:16 @@ -15701,7 +16166,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:47 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:144 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 #: ../../content/applications/finance/fiscal_localizations/peru.rst:43 msgid "Configure your company" msgstr "" @@ -17527,7 +17992,7 @@ msgid "Fiscal reports parameters." msgstr "" #: ../../content/applications/finance/fiscal_localizations/chile.rst:134 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:562 #: ../../content/applications/finance/fiscal_localizations/peru.rst:226 msgid "Multicurrency" msgstr "Мультивалютність" @@ -18765,91 +19230,92 @@ msgstr "Колумбія" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:7 msgid "" -"Odoo's Colombian localization package provides accounting, fiscal and legal " -"features in Colombia such as chart of accounts, taxes and electronic " -"invoicing." +"Odoo's Colombian localization package provides accounting, fiscal, and legal" +" features for databases in Colombia – such as chart of accounts, taxes, and " +"electronic invoicing." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:10 msgid "" -"In addition, we have a series of videos covering how to start from scratch, " -"configuration, main workflows, and specific use cases." +"In addition, a series of videos on the subject is also available. These " +"videos cover how to start from scratch, set up configurations, complete " +"common workflows, and provide in-depth looks at some specific use cases as " +"well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:14 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:15 msgid "" -"`Odoo Colombian localization videos " -"`_." +"`Smart Tutorial - Colombian Localization `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:25 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:26 msgid "" ":ref:`Install ` the following modules to get all the " "features of the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 msgid ":guilabel:`Colombia - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 msgid "`l10n_co`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:38 msgid "" "Default :ref:`fiscal localization package `. " "This module adds the base accounting features for the Colombian " -"localization: chart of accounts, taxes, withholdings, identification " +"localization: chart of accounts, taxes, withholdings, and identification " "document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:40 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 msgid ":guilabel:`Colombian - Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 msgid "`l10n_co_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 msgid "" "Includes accounting reports for sending certifications to suppliers for " "withholdings applied." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 msgid ":guilabel:`Electronic invoicing for Colombia with Carvajal`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 msgid "`l10n_co_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:46 msgid "" -"This module includes the features that are required for the integration with" -" Carvajal and generates the electronic invoices and support document related" -" to the vendor bills based on |DIAN| regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:48 -msgid ":guilabel:`Colombian - Point of Sale`" +"This module includes the features required for integration with Carvajal, " +"and generates the electronic invoices and support documents related to the " +"vendor bills, based on |DIAN| regulations." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 -msgid "`l10n_co_pos`" +msgid ":guilabel:`Colombian - Point of Sale`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 -msgid "Includes Point of Sale Receipt for Colombian Localization." +msgid "`l10n_co_pos`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:53 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:51 +msgid "Includes Point of Sale receipts for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:54 msgid "" -"When a database is created from scratch selecting :guilabel:`Colombia` as " -"the country, Odoo automatically installs the base modules *Colombia - " -"Accounting* and *Colombia - Accounting Reports*." +"When `Colombia` is selected for a company's :guilabel:`Fiscal Localization`," +" Odoo automatically installs certain modules." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:58 @@ -18859,291 +19325,375 @@ msgstr "Налаштування компанії" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:60 msgid "" "To configure your company information, go to the :menuselection:`Contacts` " -"app and search for your company. Alternatively, activate :ref:`developer " -"mode ` and navigate to :menuselection:`General Setting --> " -"Company --> Update Info --> Contact`. Then, edit the contact form to " -"configure the following information:" +"app, and search for your company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:65 -msgid ":guilabel:`Company Name`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:66 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:63 msgid "" -":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " -":guilabel:`Zip Code`." +"Alternatively, activate :ref:`developer mode ` and navigate " +"to :menuselection:`General Setting --> Company --> Update Info --> Contact`." +" Then, edit the contact form and configure the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 -msgid "" -":guilabel:`Tax ID`: When it is a `NIT`, it must have the *verification " -"digit* at the end of the ID followed by a hyphen (`-`)." +msgid ":guilabel:`Company Name`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:70 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:68 +msgid "" +":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " +":guilabel:`ZIP` code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:69 +msgid "" +":guilabel:`Identification Number`: Select the :guilabel:`Identification " +"Type` (`NIT`, `Cédula de Ciudadanía`, `Registro Civil`, etc.). When the " +":guilabel:`Identification Type` is `NIT`, the :guilabel:`Identification " +"Number` **must** have the *verification digit* at the end of the ID prefixed" +" by a hyphen (`-`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:74 msgid "" "Next, configure the :guilabel:`Fiscal Information` in the :guilabel:`Sales &" " Purchase` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:72 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:147 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:76 msgid "" ":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " -"responsibility for the company (:guilabel:`O-13` Gran Contribuyente, " -":guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, " -":guilabel:`O-47` Regimen de tributación simple, :guilabel:`R-99-PN` No " -"Aplica)." +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, `R-99-PN` No Aplica)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:75 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:173 msgid "" ":guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente* this " "option should be selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:77 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:81 msgid "" -":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company " -"(:guilabel:`IVA`, :guilabel:`INC`, :guilabel:`IVA e INC`, :guilabel:`No " -"Aplica`)" +":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:177 msgid "" ":guilabel:`Commercial Name`: If the company uses a specific commercial name," " and it needs to be displayed in the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:87 msgid "Carjaval credentials configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:85 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:89 msgid "" -"Once the modules installed, the user credentials must be configured in order" -" to connect with Carvajal Web Service. Navigate to " +"Once the modules are installed, the user credentials **must** be configured," +" in order to connect with Carvajal Web Service. To do so, navigate to " ":menuselection:`Accounting --> Configuration --> Settings` and scroll to the" " :guilabel:`Colombian Electronic Invoicing` section. Then, fill in the " "required configuration information provided by Carvajal:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:90 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 msgid "" -":guilabel:`Username` and :guilabel:`Password`: Correspond to the username " -"and password provided by Carvajal to the company." +":guilabel:`Username` and :guilabel:`Password`: Username and password " +"(provided by Carvajal) to the company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:92 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:96 msgid "" ":guilabel:`Company Registry`: Company's NIT number *without* the " "verification code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:93 -msgid ":guilabel:`Account ID`: Company ID followed by `_01`." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:97 +msgid ":guilabel:`Account ID`: Company's NIT number followed by `_01`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:98 msgid "" ":guilabel:`Colombia Template Code`: Select one of the two available " -"templates (:guilabel:`CGEN03` or :guilabel:`CGNE04`) to be used in the PDF " -"format of the electronic invoice." +"templates (`CGEN03` or `CGNE04`) to be used in the PDF format of the " +"electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +msgid "" +"Enable the :guilabel:`Test mode` checkbox to connect with the Carvajal " +"testing environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:103 +msgid "" +"Once Odoo and Carvajal are fully configured and ready for production, " +"deactivate the :guilabel:`Test mode` checkbox to use the production " +"database." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "Configure credentials for Carvajal web service in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:111 msgid "" -"Check the :guilabel:`Test mode` checkbox to connect with the Carvajal " -"testing environment. Once Odoo and Carvajal are fully configured and ready " -"for production, uncheck the :guilabel:`Test mode` checkbox to use the " -"production database." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:106 -msgid "" -":guilabel:`Test mode` must be used **only** on replicated databases, **not**" +":guilabel:`Test mode` must **only** be used on duplicated databases, **not**" " the production environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 msgid "Report data configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:117 msgid "" "Report data can be defined for the fiscal section and bank information of " "the PDF as part of the configurable information sent in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:120 msgid "" -"Navigate to :menuselection:`Accounting --> Configuration --> Settings` and " -"scroll to the :guilabel:`Colombian Electronic Invoicing` section." +"Navigate to :menuselection:`Accounting --> Configuration --> Settings`, and " +"scroll to the :guilabel:`Colombian Electronic Invoicing` section, in order " +"to find the :guilabel:`Report Configuration` fields. Here the header " +"information for each report type can be configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:121 -msgid "Master data configuration" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +msgid ":guilabel:`Gran Contribuyente`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:125 +msgid ":guilabel:`Tipo de Régimen`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:126 +msgid ":guilabel:`Retenedores de IVA`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:127 -msgid "Identification information" +msgid ":guilabel:`Autorretenedores`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:128 +msgid ":guilabel:`Resolución Aplicable`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:129 -msgid "" -"Document types defined by the |DIAN| are available on the partner form as " -"part of the Colombian localization. Colombian partners must have their " -":guilabel:`Identification Number` (VAT) and :guilabel:`Document Type` set." +msgid ":guilabel:`Actividad Económica`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:130 +msgid ":guilabel:`Bank Information`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:135 +msgid "Master data configuration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:140 +msgid "" +"Partner contacts can be created in the *Contacts* app. To do so, navigate to" +" :menuselection:`Contacts`, and click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:143 +msgid "" +"Then, name the contact, and using the radio buttons, select the contact " +"type, either :guilabel:`Individual` or :guilabel:`Company`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:146 +msgid "" +"Complete the full :guilabel:`Address`, including the :guilabel:`City`, " +":guilabel:`State`, and :guilabel:`ZIP` code. Then, complete the " +"identification and fiscal information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +msgid "Identification information" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +msgid "" +"Identification types, defined by the |DIAN|, are available on the partner " +"form, as part of the Colombian localization. Colombian partners **must** " +"have their :guilabel:`Identification Number` (VAT) and :guilabel:`Document " +"Type` set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:157 msgid "" "When the :guilabel:`Document Type` is `NIT`, the :guilabel:`Identification " -"Number` needs to be configured in Odoo, including the *verification digit*; " -"Odoo splits this number when the data to is sent to the third party." +"Number` needs to be configured in Odoo, including the *verification digit at" +" the end of the ID, prefixed by a hyphen (`-`)*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:139 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:141 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:164 msgid "" -"The partner's responsibility codes (section 53 in the RUT document) are " -"included as part of the electronic invoicing module, as it is required by " -"the |DIAN|." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:144 -msgid "" -"The required fields can be found under :menuselection:`Partner --> Sales & " -"Purchase Tab --> Fiscal Information`:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:158 -#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:771 -msgid "Products" -msgstr "Товари" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:160 -msgid "" -"In addition to adding general information (in the :guilabel:`General " -"Information` tab) on the product form, either the :guilabel:`UNSPSC " -"Category`, :guilabel:`Barcode`, or :guilabel:`Internal Reference` field must" -" also be configured." +"The partner's responsibility codes (section 53 in the :abbr:`RUT (Registro " +"único tributario)` document) are included as part of the electronic " +"invoicing module, as it is required by the |DIAN|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:167 msgid "" -"If sales transactions include products with taxes, the :guilabel:`Value " -"Type` field in the :guilabel:`Advanced Options` tab needs to be configured " -"per tax. To do so, go to :menuselection:`Accounting --> Configuration --> " -"Taxes`, and select the related tax." +"The required fields can be found under :menuselection:`Partner --> Sales & " +"Purchase Tab --> Fiscal Information section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:171 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:170 msgid "" -"Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, :guilabel:`Fuente`) " -"are also included. This configuration is used to display taxes in the " -"invoice PDF correctly." +":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, or `R-99-PN` No Aplica)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:175 +msgid "" +":guilabel:`Fiscal Regimen`: Select the tribute name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:251 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:700 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:817 +msgid "Products" +msgstr "Товари" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:183 +msgid "" +"To manage products, navigate to :menuselection:`Accounting --> Customers -->" +" Products`, then click on a product." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 +msgid "" +"When adding general information on the product form, it is required that " +"either the :guilabel:`UNSPSC Category` (:guilabel:`Accounting` tab), or " +":guilabel:`Internal Reference` (:guilabel:`General Information` tab) field " +"is configured. Be sure to :guilabel:`Save` the product once configured." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:194 +msgid "" +"To create or modify taxes, go to :menuselection:`Accounting --> " +"Configuration --> Taxes`, and select the related tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:197 +msgid "" +"If sales transactions include products with taxes, the :guilabel:`Value " +"Type` field in the :guilabel:`Advanced Options` tab needs to be configured " +"per tax. Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, " +":guilabel:`Fuente`) are also included. This configuration is used to display" +" taxes correctly in the invoice PDF." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "The ICA, IVA and Fuente fields in the Advanced Options tab in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:209 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:91 msgid "Sales journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:211 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " "electronic invoice resolution, the sales journals related to the invoice " -"documents must be updated in Odoo. To do so, navigate to " -":menuselection:`Accounting --> Configuration --> Journals`." +"documents **must** be updated in Odoo. To do so, navigate to " +":menuselection:`Accounting --> Configuration --> Journals`, and select an " +"existing sales journal, or create a new one with the :guilabel:`Create` " +"button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 -msgid "Configure the following data in the :guilabel:`Advanced Settings` tab:" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:216 +msgid "" +"On the sales journal form, input the :guilabel:`Journal Name`, " +":guilabel:`Type`, and set a unique :guilabel:`Short Code` in the " +":guilabel:`Journals Entries` tab. Then, configure the following data in the " +":guilabel:`Advanced Settings` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:188 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:220 msgid "" ":guilabel:`Electronic invoicing`: Enable :guilabel:`UBL 2.1 (Colombia)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:221 msgid "" ":guilabel:`Invoicing Resolution`: Resolution number issued by |DIAN| to the " "company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:222 msgid ":guilabel:`Resolution Date`: Initial effective date of the resolution." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:223 msgid "" ":guilabel:`Resolution end date`: End date of the resolution's validity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:224 msgid "" ":guilabel:`Range of Numbering (minimum)`: First authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:225 msgid "" ":guilabel:`Range of Numbering (maximum)`: Last authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:228 msgid "" -"The sequence and resolution of the journal must match the one configured in " -"Carvajal and the |DIAN|." +"The sequence and resolution of the journal **must** match the one configured" +" in Carvajal and the |DIAN|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:200 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:232 msgid "Invoice sequence" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 msgid "" -"The invoice sequence and prefix must be correctly configured when the first " -"document is created." +"The invoice sequence and prefix **must** be correctly configured when the " +"first document is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 msgid "" -"Odoo automatically assigns a prefix and sequence to the following documents." +"Odoo automatically assigns a prefix and sequence to the following invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:208 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 msgid "Purchase journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:242 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " -"support document related to vendor bills, the purchase journals related to " -"their supporting documents need to be updated in Odoo. The process is " +"*support document* related to vendor bills, the purchase journals related to" +" their supporting documents need to be updated in Odoo. The process is " "similar to the configuration of the :ref:`sales journals `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:249 msgid "" "The :doc:`chart of accounts " "` is " @@ -19153,59 +19703,114 @@ msgid "" "Unico de Cuentas)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 msgid "Main workflows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:262 msgid "" -"The functional workflow taking place before an invoice validation does not " -"alter the main changes introduced with the electronic invoice." +"The following is a breakdown of the main workflow for electronic invoices " +"with the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:265 +msgid "Sender creates an invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:266 +msgid "Electronic invoice provider generates the legal XML file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:267 +msgid "" +"Electronic invoice provider creates the CUFE (Invoice Electronic Code) with " +"the electronic signature." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:269 +msgid "Electronic invoice provider sends a notification to |DIAN|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:270 +msgid "|DIAN| validates the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:271 +msgid "|DIAN| accepts or rejects the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +msgid "Electronic invoice provider generates the PDF invoice with a QR code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:273 +msgid "Electronic invoice provider sends invoice to the acquirer." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +msgid "" +"Acquirer sends a receipt of acknowledgement, and accepts or rejects the " +"invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:275 +msgid "Sender downloads a :file:`.zip` file with the PDF and XML." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 +msgid "Electronic invoice workflow for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:287 +msgid "" +"The functional workflow taking place before an invoice validation does " +"**not** alter the main changes introduced with the electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:290 msgid "" "Electronic invoices are generated and sent to both the |DIAN| and customer " "through Carvajal's web service integration. These documents can be created " -"from your sales order or manually. Go to :menuselection:`Accounting --> " -"Customers --> Invoices` and configure:" +"from your sales order or manually generated. To create a new invoice, go to " +":menuselection:`Accounting --> Customers --> Invoices`, and select " +":guilabel:`Create`. On the invoice form configure the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:244 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:295 msgid ":guilabel:`Customer`: Customer's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:245 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:296 msgid ":guilabel:`Journal`: Journal used for electronic invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:246 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 msgid "" ":guilabel:`Electronic Invoice Type`: Select the type of document. By " "default, :guilabel:`Factura de Venta` is selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:248 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 msgid "" ":guilabel:`Invoice Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:250 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 msgid "When done, click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:255 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 #: ../../content/applications/finance/fiscal_localizations/india.rst:117 #: ../../content/applications/finance/fiscal_localizations/india.rst:262 #: ../../content/applications/finance/fiscal_localizations/peru.rst:385 msgid "Invoice validation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 msgid "" "After the invoice confirmation, an XML file is created and sent " "automatically to Carvajal. The invoice is then processed asynchronously by " @@ -19217,26 +19822,26 @@ msgstr "" msgid "Carvajal XML invoice file in Odoo chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:264 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:316 msgid "" "The :guilabel:`Electronic Invoice Name` field is now displayed in the " -":guilabel:`EDI Documents` tab with the name of the XML file. Additionally, " +":guilabel:`EDI Documents` tab, with the name of the XML file. Additionally, " "the :guilabel:`Electronic Invoice Status` field is displayed with the " "initial value :guilabel:`To Send`. To process the invoice manually, click on" " the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:324 msgid "Reception of legal XML and PDF" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:326 msgid "" -"The electronic invoice vendor (Carvajal) receives the XML file and proceeds " -"to validate its structure and information." +"The electronic invoice vendor (Carvajal) receives the XML file, and proceeds" +" to validate its structure and information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:277 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:329 msgid "" "After validating the electronic invoice, proceed to generate a legal XML " "which includes a digital signature and a unique code (CUFE), a PDF invoice " @@ -19245,166 +19850,167 @@ msgid "" ":guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:282 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:334 msgid "" -"A ZIP containing the legal electronic invoice in XML format and the invoice " -"in PDF format is downloaded and displayed in the invoice chatter:" +"A :file:`.zip` containing the legal electronic invoice (in XML format) and " +"the invoice in (PDF format) is downloaded and displayed in the invoice " +"chatter:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "ZIP file displayed in the invoice chatter in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:288 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 msgid "The electronic invoice status changes to :guilabel:`Accepted`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:291 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:335 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:346 msgid "" "The process for credit notes is the same as for invoices. To create a credit" " note with reference to an invoice, go to :menuselection:`Accounting --> " -"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note` " +"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note`, " "and complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 msgid ":guilabel:`Credit Method`: Select the type of credit method." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 msgid "" ":guilabel:`Partial Refund`: Use this option when it is a partial amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:300 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:353 msgid "" ":guilabel:`Full Refund`: Use this option if the credit note is for the full " "amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:354 msgid "" ":guilabel:`Full refund and new draft invoice`: Use this option if the credit" " note is auto-validated and reconciled with the invoice. The original " "invoice is duplicated as a new draft." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:305 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:358 msgid ":guilabel:`Reason`: Enter the reason for the credit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:359 msgid "" ":guilabel:`Reversal Date`: Select if you want a specific date for the credit" " note or if it is the journal entry date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:361 msgid "" ":guilabel:`Use Specific Journal`: Select the journal for your credit note or" " leave it empty if you want to use the same journal as the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:310 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:363 msgid "" ":guilabel:`Refund Date`: If you chose a specific date, select the date for " "the refund." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:312 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 msgid "Once reviewed, click the :guilabel:`Reverse` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:315 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:317 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 msgid "" "The process for debit notes is similar to credit notes. To create a debit " "note with reference to an invoice, go to :menuselection:`Accounting --> " "Customers --> Invoices`. On the invoice, click the :guilabel:`Add Debit " -"Note` button and complete the following information:" +"Note` button, and enter the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:321 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:374 msgid ":guilabel:`Reason`: Type the reason for the debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:322 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:375 msgid ":guilabel:`Debit note date`: Select the specific options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:323 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:376 msgid "" ":guilabel:`Copy lines`: Select this option if you need to register a debit " "note with the same lines of invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:325 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 msgid "" ":guilabel:`Use Specific Journal`: Select the printer point for your debit " "note, or leave it empty if you want to use the same journal as the original " "invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:328 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:381 msgid "When done, click :guilabel:`Create Debit Note`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:331 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:384 msgid "Support document for vendor bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:333 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:386 msgid "" "With master data, credentials, and the purchase journal configured for " -"support documents related to vendor bills, you can start using support " -"documents." +"support documents related to vendor bills, you can start using *support " +"documents*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:336 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 msgid "" "Support documents for vendor bills can be created from your purchase order " "or manually. Go to :menuselection:`Accounting --> Vendors --> Bills` and " "fill in the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:339 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:392 msgid ":guilabel:`Vendor`: Enter the vendor's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:340 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:393 msgid ":guilabel:`Bill Date`: Select the date of the bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:394 msgid "" ":guilabel:`Journal`: Select the journal for support documents related to the" " vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:342 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:395 msgid "" ":guilabel:`Invoiced Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:397 msgid "" "Once reviewed, click the :guilabel:`Confirm` button. Upon confirmation, an " "XML file is created and automatically sent to Carvajal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:405 msgid "" "During the XML validation, the most common errors are related to missing " "master data (*Contact Tax ID*, *Address*, *Products*, *Taxes*). In such " @@ -19412,7 +20018,7 @@ msgid "" " invoice status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:356 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:409 msgid "" "After the master data is corrected, it's possible to reprocess the XML with " "the new data and send the updated version, using the :guilabel:`Retry` " @@ -19423,11 +20029,11 @@ msgstr "" msgid "XML validation errors shown in the invoice chatter in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:421 msgid "Certificado de Retención en ICA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:423 msgid "" "This report is a certification to vendors for withholdings made for the " "Colombian Industry and Commerce (ICA) tax. The report can be found under " @@ -19439,11 +20045,11 @@ msgstr "" msgid "Certificado de Retención en ICA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:432 msgid "Certificado de Retención en IVA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:380 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:434 msgid "" "This report issues a certificate on the amount withheld from vendors for VAT" " withholding. The report can be found under :menuselection:`Accounting --> " @@ -19454,11 +20060,11 @@ msgstr "" msgid "Certificado de Retención en IVA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:388 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:443 msgid "Certificado de Retención en la Fuente" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:390 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:445 msgid "" "This certificate is issued to partners for the withholding tax that they " "have made. The report can be found under :menuselection:`Accounting --> " @@ -23734,50 +24340,58 @@ msgstr "" msgid "Mexico" msgstr "Мексика" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:22 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 +msgid "" +"A video on the Mexican localization is also available. This video covers how" +" to implement this localization from scratch, including how to set up the " +"configurations, how to complete common workflows, and provides an in-depth " +"look at several specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:24 msgid "" "`Video webinar of a complete demo " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:29 msgid "" -"Odoo users in Mexico have access to a set of modules that allow them to sign" -" electronic invoices according to the specifications of the |SAT| for " -"`version 4.0 of the CFDI " -"`_" -" , a legal requirement as of January 1, 2022." +"The Odoo Mexican localization modules allow for the signing of electronic " +"invoices, according to the specifications of the |SAT| for `version 4.0 of " +"the CFDI `_, " +"a legal requirement, as of January 1, 2022. These modules also add relevant " +"accounting reports (such as: the |DIOT|, enables foreign trade, and the " +"creation of delivery guides)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:32 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 msgid "" -"These modules also add relevant accounting reports (such as the |DIOT|, " -"enable foreign trade, and the creation of delivery guides)." +"In order to electronically sign any documents in Odoo, ensure the *Sign* " +"application is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:39 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 msgid "Requirements" msgstr "Вимоги" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:41 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:45 msgid "" -"Before making the necessary configurations to have the Mexican localization " -"installed in Odoo, it is necessary to meet the following requirements:" +"It is necessary to meet the following requirements before configuring the " +"Mexican localization modules in Odoo:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:46 -msgid "" -"Be registered in the |SAT|, with a valid :abbr:`RFC (Registro Federal de " -"Contribuyentes)`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:50 +msgid "Be registered in the |SAT|, with a valid |RFC|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:47 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:51 msgid "" "Have a `Certificate of Digital Seal `_ (CSD)." +"programas/ certificado-de-sello-digital>`_ (CSD)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:49 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 msgid "" "Choose a PAC (Proveedor Autorizado de Certificación / Authorized " "Certification Provider). Currently, Odoo works with the following |PAC|\\s: " @@ -23786,362 +24400,371 @@ msgid "" "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "" "Have knowledge and experience with billing, sales, and accounting in Odoo. " -"This documentation contains only the necessary information to use Odoo." +"This documentation **only** contains the necessary information needed to use" +" Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:59 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 +msgid "Installing modules" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:63 msgid "" -":ref:`Install ` the following modules to get the main " -"features of the Mexican localization:" +":ref:`Install ` the following modules to get all the " +"features of the Mexican localization. The :doc:`Accounting <../accounting>` " +"and *Contacts* modules are required to be installed for this configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:69 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:74 msgid ":guilabel:`Mexico - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:70 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 msgid "`l10n_mx`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 msgid "" -"The default :doc:`fiscal localization package " -"`, adds accounting " -"characteristics for the Mexican localization, such as the most common taxes " -"and the chart of accounts based on `the SAT account grouping code " +"The default :doc:`fiscal localization package <../fiscal_localizations>`, " +"adds accounting characteristics for the Mexican localization, such as: the " +"most common taxes and the chart of accounts – based on `the SAT account " +"grouping code " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:80 msgid ":guilabel:`EDI for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:81 msgid "`l10n_mx_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:77 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 msgid "" "Includes all the technical and functional requirements to generate and " "validate :doc:`Electronics Documents " -"`, " -"based on the technical documentation published by the SAT. This allows you " -"to send invoices (with or without addendas) and payment complements to the " +"<../accounting/customer_invoices/electronic_invoicing>` — based on the " +"technical documentation published by the |SAT|. This allows you to send " +"invoices (with or without addedums) and payment complements to the " "government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:86 msgid ":guilabel:`EDI v4.0 for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:83 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 msgid "`l10n_mx_edi_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:84 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:88 msgid "" "Necessary to create XML documents with the correct specifications of the " "CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:89 +msgid ":guilabel:`Odoo Mexican Localization Reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 +msgid "`l10n_mx_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 msgid "" -"When you install a database from scratch by selecting :guilabel:`Mexico` as " +"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " +"Balance, and |DIOT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:93 +msgid ":guilabel:`Mexico - Localization Reports for Closing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 +msgid "`l10n_mx_reports_closing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 +msgid "" +"Necessary to create the Closing Entry (Also known as the *month 13th move*)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:96 +msgid ":guilabel:`Odoo Mexican XML Polizas Export`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:97 +msgid "`l10n_mx_xml_polizas`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 +msgid "" +"Allows the export of XML files of Journal Entries for a compulsory audit." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 +msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 +msgid "`l10n_mx_xml_polizas_edi`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 +msgid "Complements the module `l10n_mx_xml_polizas`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:104 +msgid "" +"When installing a database from scratch and selecting :guilabel:`Mexico` as " "the country, Odoo automatically installs the following modules: " ":guilabel:`Mexico - Accounting`, :guilabel:`EDI for Mexico`, and " ":guilabel:`EDI v4.0 for Mexico`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 -msgid "" -"The following modules are needed to add Mexico's Electronic Accounting. They" -" require the :doc:`Accounting ` module to " -"be installed." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 -msgid ":guilabel:`Odoo Mexican Localization Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:102 -msgid "`l10n_mx_reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:103 -msgid "" -"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " -"Balance, and DIOT." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:105 -msgid ":guilabel:`Mexico - Localization Reports for Closing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:106 -msgid "`l10n_mx_reports_closing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:107 -msgid "" -"Necessary to create the Closing Entry (Also known as the month 13th move)." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:108 -msgid ":guilabel:`Odoo Mexican XML Polizas Export`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:109 -msgid "`l10n_mx_xml_polizas`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:110 -msgid "" -"Lets you export XML files of your Journal Entries for a compulsory audit." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:111 -msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:112 -msgid "`l10n_mx_xml_polizas_edi`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:113 -msgid "Complements the module `l10n_mx_xml_polizas`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 msgid "" "The following modules are optional. It's recommended to install them *only* " -"if you meet a specific requirement. Make sure that they are needed for your " +"if meeting a specific requirement. Make sure that they are needed for the " "business." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:118 msgid ":guilabel:`EDI for Mexico (Advanced Features)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:119 msgid "`l10n_mx_edi_extended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 msgid "" "Adds the external trade complement to invoices: A legal requirement for " "selling products to foreign countries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 msgid ":guilabel:`EDI v4.0 for Mexico (COMEX)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 msgid "`l10n_mx_edi_extended_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 msgid "Adapts the module `l10n_mx_edi_extended` for CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 msgid ":guilabel:`Mexico - Electronic Delivery Guide`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 msgid "`l10n_mx_edi_stock`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 msgid "" -"Lets you create a \"Carta Porte\": a bill of lading that proves to the " +"Lets you create a *Carta Porte*: A bill of lading that proves to the " "government you are sending goods between A & B with a signed electronic " "document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:136 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 msgid ":guilabel:`Electronic Delivery Guide for Mexico CFDI 4.0`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 msgid "`l10n_mx_edi_stock_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:138 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 msgid "Adapts the module `l10n_mx_edi_stock` for CFDI 4.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 msgid ":guilabel:`Odoo Mexico Localization for Stock/Landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:140 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 msgid "`l10n_mx_edi_landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 msgid "" "Allows managing customs numbers related to landed costs in electronic " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 msgid "" -"After installing the correct modules, you must verify that the company is " -"configured with the correct data. To do so, go to :menuselection:`Settings " -"--> General Settings --> Companies` and select :guilabel:`Update Info` under" -" your company name." +"After installing the correct modules, the next step is to verify that your " +"company is configured with the correct data. To do so, go to " +":menuselection:`Settings --> General Settings --> Companies`, and select " +":guilabel:`Update Info` under your company name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:150 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:143 msgid "" -"Enter your full :guilabel:`Address` in the resulting form including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +"Enter the full :guilabel:`Address` in the resulting form, including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:153 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 msgid "" -"According to the requirements of the CFDI 4.0, the name of your main contact" -" must coincide to your business name registered in the SAT without the legal" -" entity abbreviation." +"According to the requirements of the CFDI 4.0, the name of the main company " +"contact **must** coincide with your business name registered in the |SAT|, " +"without the legal entity abbreviation." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Requirements for a correct invoicing." +msgid "Main company contact requirements for a correct invoicing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:160 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:154 msgid "" -"From a legal point of view, a Mexican company must use the local currency " -"(MXN). Therefore, Odoo does not provide features to manage an alternative " -"configuration. If you want to manage another currency, let MXN be the " -"default currency and use a :doc:`pricelist " -"` instead." +"From a legal point of view, a Mexican company **must** use the local " +"currency (MXN). Therefore, Odoo does not provide features to manage an " +"alternative configuration. If you want to manage another currency, let MXN " +"be the default currency and use a :doc:`pricelist " +"<../../sales/sales/products_prices/prices/pricing>`, instead." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:165 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:159 msgid "" "Next, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing" -" (MX) --> Fiscal Regime`, and select the regime that applies to your company" -" from the drop-down list." +" (MX) --> Fiscal Regime`, then select the regime that applies to your " +"company from the drop-down list, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Fiscal regime configuration." +msgid "Fiscal regime configuration in the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:168 msgid "" -"If you want to test the Mexican localization, you can configure the company " -"with a real address within Mexico (including all fields), add `EKU9003173C9`" -" as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " +"If you want to test the Mexican localization, the company can be configured " +"with a real address within Mexico (including all fields), and add " +"`EKU9003173C9` as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " ":guilabel:`Company Name`. For the :guilabel:`Fiscal Regime`, use " ":guilabel:`General de Ley Personas Morales`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:178 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:623 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:653 msgid "Contacts" msgstr "Контакти" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:180 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:176 msgid "" "To create a contact that can be invoiced, go to :menuselection:`Contacts -->" -" Create`. Then enter the contact's name, full :guilabel:`Address` including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +" Create`. Then, enter the contact name, full :guilabel:`Address` including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:185 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:181 msgid "" "As with your own company, all of your contacts needs to have their correct " "business name registered in the |SAT|. This also applies to the " -":guilabel:`Fiscal Regime` which needs to be added in the :guilabel:`MX EDI` " -"tab." +":guilabel:`Fiscal Regime`, which needs to be added in the :guilabel:`MX EDI`" +" tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:188 msgid "" "Some additional configurations for factor type and tax objects need to be " "added to the sales taxes in order to properly sign invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:196 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 msgid "Factor type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:198 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:194 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Taxes` then enable " -"the :guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab " -"for all records with the :guilabel:`Tax Type` set as :guilabel:`Sales`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:202 -msgid "" -"This is pre-loaded in the default taxes. If new ones are created, you need " -"to make sure to fill this field." +"The *Factor Type* field is pre-loaded in the default taxes. If new taxes are" +" created, you need to make sure to configure this field. To do so, go to " +":menuselection:`Accounting --> Configuration --> Taxes`, then enable the " +":guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab for " +"all records, with the :guilabel:`Tax Type` set as :guilabel:`Sales`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes configuration." +msgid "Factor Type Sales tax type configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:209 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 msgid "" -"Mexico manages two different kinds of 0% VAT: *0% VAT* and *VAT Exempt*. For" -" the former, select the :guilabel:`Factor Type` :guilabel:`Tasa`. For the " -"latter, use :guilabel:`Exento`." +"Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:213 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:206 +msgid "*0% VAT* set the :guilabel:`Factor Type` as :guilabel:`Tasa`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 +msgid "*VAT Exempt* set the :guilabel:`Factor Type` as :guilabel:`Exento`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:210 msgid "Tax object" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:215 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:212 msgid "" -"One requirement of the CFDI 4.0 is that the resulting XML file needs or does" -" not need to break down the taxes of the operation. There are three " -"different possible values that are added depending on specific " -"configurations:" +"One requirement of the CFDI 4.0 is that the resulting XML file needs (or " +"does not need) to break down the taxes of the operation. There are three " +"different possible values that are added in the XML file:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 +msgid "" +"`01`: Not subject to tax - this value is added automatically if your invoice" +" line doesn't contain any taxes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:218 +msgid "" +"`02`: Subject to tax - this is the default configuration of any invoice line" +" that contains taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 -msgid "`01`: Not subject to tax - your invoice must not contain any taxes." +msgid "" +"`03`: Subject to tax and not forced to break down - this value can be " +"triggered on-demand for certain customers to replace the value 02." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:220 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:222 msgid "" -"`02`: Subject to tax - your invoice contains taxes (default configuration)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:221 -msgid "" -"`03`: Subject to tax and not forced to breakdown - your invoice contains " -"taxes, and the contact configuration has the :guilabel:`No Tax Breakdown` " -"checkbox activated." +"To use the `03` value, navigate to :menuselection:`Contacts --> your " +"customer's invoice --> MX EDI tab`, and activate the :guilabel:`No Tax " +"Breakdown` checkbox." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Tax Breakdown SAT." +msgid "No Tax Breakdown option on the MX EDI tab of the customer's invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:228 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:230 msgid "" -"The :guilabel:`No Tax Breakdown` value applies only to specific fiscal " -"regimes and/or taxes. Consult your accountant first if it is needed for your" -" business before doing any modification." +"The :guilabel:`No Tax Breakdown` value applies **only** to specific fiscal " +"regimes and/or taxes. Consult your accountant first to see if it is needed " +"for your business before making any modification." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:232 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:235 msgid "Other tax configurations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:234 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:237 msgid "" "When registering a payment, Odoo will carry out the movement of taxes from " "the *Cash Basis Transition Account* to the account set in the " @@ -24150,227 +24773,238 @@ msgid "" "journal entry when reclassifying taxes. **Do not delete this account**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:239 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:242 msgid "" -"If you create a new tax, you need to add the correct :guilabel:`Tax Grids` " -"for it (`IVA`, `ISR` or `IEPS`). Odoo only supports these three groups of " -"taxes." +"If you create a new tax in :menuselection:`Accounting --> Configuration --> " +"Taxes`, you need to add the correct :guilabel:`Tax Grids` for it (`IVA`, " +"`ISR` or `IEPS`). Odoo **only** supports these three groups of taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes accounts." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:248 -msgid "" -"To configure products, go to the :guilabel:`Accounting` tab, and in the " -":guilabel:`UNSPSC Product Category` field, select the category that " -"represents that product. The process can be done manually or through :doc:`a" -" bulk import `." +msgid "Tax accounts available for Odoo." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:253 msgid "" -"All products need to have a |SAT| code associated with them in order to " +"To configure products, go to :menuselection:`Accounting --> Customers --> " +"Products`, then select a product to configure, or :guilabel:`Create` a new " +"one. In the :guilabel:`Accounting` tab, and in the :guilabel:`UNSPSC Product" +" Category` field, select the category that represents the product. The " +"process can be done manually, or through :doc:`a bulk import " +"<../../general/export_import_data>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:259 +msgid "" +"All products need to have an |SAT| code associated with them in order to " "prevent validation errors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:257 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "Електронне виставлення рахунків" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:260 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:266 msgid "PAC credentials" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:262 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 msgid "" "After you have processed your `Private Key (CSD) " "`_ with the |SAT|, you must register " +"traves-de-la-aplicacion- certifica>`_ with the |SAT|, you **must** register " "directly with the :ref:`PAC ` of your choice before you " "start creating invoices from Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:267 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:273 msgid "" -"Once you created your account with any of these providers, go to " +"Once you've created your account with any of these providers, go to " ":menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. " "Under the :guilabel:`MX PAC` section, enter the name of your |PAC| with your" " credentials (:guilabel:`PAC username` and :guilabel:`PAC password`)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "PAC credentials." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:275 -msgid "" -"If you do not have credentials and want to test the electronic invoicing, " -"you can activate the :guilabel:`Test Environment` checkbox and select " -":guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " -"username or password." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:280 -msgid ".cer and .key certificates" +msgid "Configuring PAC credentials from the Accounting settings." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:282 msgid "" -"You need to upload the `digital certificates of the company " +"If you do not have credentials, but want to test the electronic invoicing, " +"you can activate the :guilabel:`MX PAC test environment` checkbox, and " +"select :guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " +"username or password for a test environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:287 +msgid ".cer and .key certificates" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:289 +msgid "" +"The `digital certificates of the company " "`_ " -"within the section :guilabel:`MX Certificates`. Select :guilabel:`Add a " -"line` and a window will open. Click on :guilabel:`Create`, and from there " -"upload your digital certificate (:file:`.cer` file), your key (:file:`.key` " -"file), and your password. To finish, click on :guilabel:`Save and Close`." +"must be uploaded within the :guilabel:`MX Certificates` section. To do so, " +"navigate to :menuselection:`Settings --> Accounting --> Electronic Invoicing" +" (MX)`. Under the :guilabel:`MX Certificates` section, select :guilabel:`Add" +" a line`, and a window will open. Click :guilabel:`Create`, and from there, " +"upload your digital :guilabel:`Certificate` (:file:`.cer` file), your " +":guilabel:`Certificate Key` (:file:`.key` file), and your " +":guilabel:`Certificate Password`. To finish, click on :guilabel:`Save & " +"Close`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Certificate and key." +msgid "Certificate and key upload inputs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:292 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 msgid "" "If you still do not have one of the contracted |PAC|\\s and you want to test" -" electronic invoicing you can use the following |SAT| test certificates:" +" electronic invoicing, you can use the following |SAT| test certificates:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:295 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:306 msgid ":download:`Certificate `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:296 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 msgid ":download:`Certificate Key `" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:297 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:308 msgid "**Password**: ``12345678a``" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:311 msgid "Workflows" msgstr "Робочі процеси" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:305 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:316 msgid "" "The invoicing process in Odoo is based on `Annex 20 " "`_ version" " 4.0 of electronic invoicing of the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:312 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:323 msgid "" "To start invoicing from Odoo, a customer invoice must be created using the " -":doc:`standard invoicing flow " -"`." +":doc:`standard invoicing flow <../accounting/customer_invoices>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:315 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:326 msgid "" -"When the document is in draft mode, you can make any changes to it (add the " -"correct :guilabel:`Payment Way` or :guilabel:`Usage` that the customer might" -" require, for example.)" +"While the document is in draft mode, changes can be made to it (the correct " +":guilabel:`Payment Way` or :guilabel:`Usage` that the customer might require" +" can be added, for example.)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:318 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:329 msgid "" "After you :guilabel:`Confirm` the customer invoice, a blue message appears " "stating: :guilabel:`The invoice will be processed asynchronously by the " -"following E-invoicing service: CFDI (4.0)`. Pressing the :guilabel:`Process " -"Now` button sends the document to be signed by the government. On success, " -"the :guilabel:`Fiscal Folio` field appears on the document and the XML file " -"is attached in the chatter." +"following E-invoicing service: CFDI (4.0)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:325 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:332 msgid "" -"If you press :guilabel:`Retry` in the field :guilabel:`SAT status` of the " -"invoice, you can confirm if the XML file is valid in the SAT." +"Pressing the :guilabel:`Process Now` button sends the document to the " +"government so it can be signed. After receiving the signed document back " +"from the government, the :guilabel:`Fiscal Folio` field appears on the " +"document, and the XML file is attached in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:328 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +msgid "" +"If you click :guilabel:`Retry` in the :guilabel:`SAT status` field on the " +"invoice, you can confirm if the XML file is valid in the |SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:340 msgid "" "If you are in a testing environment, you will always receive the message " ":guilabel:`Not Found`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:330 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:342 msgid "" -"To send the signed invoice to your client by mail, you can send the XML " -"together with the PDF file directly from Odoo by clicking the " -":guilabel:`Send and Print` button. You can also download the PDF file to " -"your computer by clicking the :guilabel:`Print` button and selecting the " -"desired option." +"To send the signed invoice to your client by mail, you can send both the XML" +" and PDF files together, directly from Odoo, by clicking the :guilabel:`Send" +" & Print` button. You can also download the PDF file to your computer, by " +"clicking the :guilabel:`Print` button, and selecting the desired print " +"option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 msgid "" "While an invoice is a document type \"I\" (Ingreso), a credit note is a " "document type \"E\" (Egreso)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:339 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:352 msgid "" "The only addition to the :doc:`standard flow for credit notes " -"` is that, " -"as a requirement of the SAT, there has to be a relation between a credit " -"note and an invoice through the fiscal folio." +"<../accounting/customer_invoices/credit_notes>` is that, as a requirement of" +" the |SAT|, there has to be a relation between a credit note and an invoice " +"through the fiscal folio." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:343 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 msgid "" -"Because of this, the field :guilabel:`CFDI Origin` adds this relation with a" -" `01|`, followed by the fiscal folio of the original invoice." +"Because of this requirement, the field :guilabel:`CFDI Origin` adds this " +"relation with a `01|`, followed by the fiscal folio of the original invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Creating a credit note." +msgid "Example CFDI Origin number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 msgid "" -"For the :guilabel:`CFDI Origin` field to be added automatically, use the " -"button :guilabel:`Add Credit Note` from the invoice instead of creating it " +"For the :guilabel:`CFDI Origin` field to be automatically added, use the " +":guilabel:`Add Credit Note` button from the invoice, instead of creating it " "manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:354 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 msgid "Payment complements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:357 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:371 msgid "Payment policy" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:359 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:373 msgid "" -"One of the additions of the Mexican Localization is the field " -":guilabel:`Payment Policy`. `According to the SAT documentation " +"One addition of the Mexican localization is the :guilabel:`Payment Policy` " +"field . `According to the SAT documentation " "`_, there may be 2 types of payments:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:365 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:378 msgid "" "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or " "Deferred)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:367 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 msgid "" "The difference lies in the *Due Date* or *Payment Terms* of the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:382 msgid "" -"To configure |PUE| invoices, you must select an invoice :guilabel:`Due Date`" -" within the same month or choose a payment term that does not imply changing" +"To configure |PUE| invoices, navigatge to :menuselection:`Accounting --> " +"Customers --> Invoices`, and either select an invoice :guilabel:`Due Date` " +"within the same month, or choose a payment term that does not imply changing" " the due month (immediate payment, 15 days, 21 days, all falling within the " "current month)." msgstr "" @@ -24379,713 +25013,708 @@ msgstr "" msgid "Example of an invoice with the PUE requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 msgid "" -"Some :guilabel:`Payment Terms` are already installed by default. You can " -"check them in :menuselection:`Accounting --> Configuration --> Payment " +"Some :guilabel:`Payment Terms` are already installed by default, and can be " +"managed from :menuselection:`Accounting --> Configuration --> Payment " "Terms`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:395 msgid "" -"To configure |PPD| invoices, you need to choose a :guilabel:`Due Date` after" -" the first day of the following month (this also applies if your " -":guilabel:`Payment Term` is due in the following month)." +"To configure |PPD| invoices, navigate to :menuselection:`Accounting --> " +"Customers --> Invoices`, and select an invoice with a :guilabel:`Due Date` " +"after the first day of the following month. This also applies if your " +":guilabel:`Payment Term` is due in the following month." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PPD requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:387 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:404 msgid "" "Because the |PPD| policy implies that an invoice is not going to get paid at" " the moment, the correct :guilabel:`Payment Way` for the |PPD| invoices is " ":guilabel:`99 - Por Definir` (To define)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 -msgid "Payment flow" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:394 -msgid "" -"In both cases, the payment process in Odoo :doc:`is the same " -"`, the main difference " -"would be that payments related to |PPD| invoices trigger the creation of a " -"document type \"P\" (Pago)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:398 -msgid "" -"If a payment is related to a |PUE| invoice, it can be registered with the " -"wizard and be associated with the corresponding invoice. Its status will be " -":guilabel:`In Payment` since the payment is effectively validated when it is" -" bank reconciled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:405 -msgid "" -"While this process is the same for PPD invoices, the addition of the " -"creation of an :doc:`electronic document " -"` " -"means that some additional requirements are needed to correctly send the " -"document to the SAT." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 -msgid "" -"You need to confirm the specific :guilabel:`Payment Way` where you received " -"the payment. Because of this, this field cannot be :guilabel:`99 - Por " -"Definir` (To Define)." +msgid "Payment flow" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:411 msgid "" -"If you are going to add a bank account to the customer in the " -":guilabel:`Accounting` tab of their contact, it needs to have a valid " -"number." +"In both cases, the payment process in Odoo :doc:`is the same " +"<../accounting/customer_invoices>`, the main difference being payments " +"related to |PPD| invoices trigger the creation of a document type \"P\" " +"(Pago)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:415 msgid "" +"If a payment is related to a |PUE| invoice, it can be registered with the " +"wizard, and be associated with the corresponding invoice. To do so, navigate" +" to :menuselection:`Accounting --> Customers --> Invoices`, and select an " +"invoice. Then, click the :guilabel:`Register Payment` button. The invoice " +"status changes to :guilabel:`In Payment`, since the payment is effectively " +"validated when it is bank reconciled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:422 +msgid ":doc:`../accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:424 +msgid "" +"While this process is the same for PPD invoices, the addition of the " +"creating an :doc:`electronic document " +"<../accounting/customer_invoices/electronic_invoicing>` means some " +"additional requirements are needed to correctly send the document to the " +"|SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:428 +msgid "" +"From an invoice, you need to confirm the specific :guilabel:`Payment Way` " +"where you received the payment. Because of this, the :guilabel:`Payment Way`" +" field **cannot** be set as `99 - Por Definir (To Define)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:432 +msgid "" +"If you are going to add a bank account number in the :guilabel:`Accounting` " +"tab of a customer's contact card, it must have a valid account number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:436 +msgid "" "The exact configurations are in the `Anexo 20 of the SAT " "`_. " "Usually, the :guilabel:`Bank Account` needs to be 10 or 18 digits for " "transfers, 16 for credit or debit cards." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:419 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 msgid "" "If a payment is related to a signed invoice with the :guilabel:`Payment " "Policy` `PPD`, Odoo generates the corresponding payment complement " -"automatically once you press :guilabel:`Process Now`." +"automatically, once you click :guilabel:`Process Now`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "CFDI (4.0) E-invoicing service process payment now message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:426 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 msgid "" -"A payment in MXN cannot be used to pay multiple invoices in USD. Rather, the" -" payment should be separated into multiple payments created using the " +"A payment in MXN **cannot** be used to pay multiple invoices in USD. " +"Instead, the payment should be separated into multiple payments, using the " ":guilabel:`Register Payment` button on the corresponding invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:431 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:454 msgid "Invoice cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:433 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 msgid "" -"It is possible to cancel the EDI documents sent to the SAT. According to the" -" `Reforma Fiscal 2022 `_, since January 1st 2022, there are two requirements for " -"this:" +"It is possible to cancel the EDI documents sent to the |SAT|. According to " +"the `Reforma Fiscal 2022 `_, since January 1st, 2022, there are two " +"requirements for this:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:437 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 msgid "" -"With all cancellation requests, you have to specify a *cancellation reason*." +"With all cancellation requests, you **must** specify a *cancellation " +"reason*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:438 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:461 msgid "" -"After 24 hours have passed, the client must be asked to accept the " -"cancellation." +"After 24 hours have passed since the creation of the invoice, the client " +"**must** be asked to accept the cancellation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:464 msgid "" "There are four different cancellation reasons. In Odoo, you can cancel " "invoices with the reasons *01 Invoices sent with errors with a relation*, " "and *02 Invoices sent with errors without a relation*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:444 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:467 +msgid "" +"The following sections break down the process of canceling invoices for each" +" cancellation reason in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:471 +msgid "" +"Odoo has certain limitations to canceling invoices in the |SAT|: The reasons" +" 03 and 04 (*Operation did not take place* and *Nominative transactions " +"related to a global invoice*, respectively) are not currently supported by " +"Odoo. For this, you need to cancel the invoice directly in the |SAT|, and " +"press :guilabel:`Retry` in the :guilabel:`SAT Status field`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 msgid "01 - invoices sent with errors with a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:446 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 msgid "" -"This cancellation motive has to be used when a new invoice needs to " -"substitute the original one, due to an error in any field." +"This cancellation reason must be used when a new invoice needs to substitute" +" the original one, due to an error in any field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 -msgid "Copy the :guilabel:`Fiscal Folio` of the *old invoice*" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:450 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 msgid "" -"Paste it into the field :guilabel:`CFDI Origin` of the *new invoice*, " -"followed by a `04|`" +"Begin by navigating to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. Copy the :guilabel:`Fiscal Folio` " +"from the old invoice. Then, navigate to the new invoice, and in the " +":guilabel:`CFDI Origin` field, add the value `04|` and paste the " +":guilabel:`Fiscal Folio` of the old invoice after the value. Finally, sign " +"the new document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:451 -msgid "Sign the new document." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:487 +msgid "" +"Next, navigate back to the old invoice, and notice the " +":guilabel:`Substituted By` field is now available. Click the " +":guilabel:`Request EDI Cancellation` button on the old invoice, and then " +"click :guilabel:`Process Now` in the blue section that appears. The invoice " +"status changes to :guilabel:`Canceled`, and a confirmation is logged in the " +"chatter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 +msgid "" +"Now, the invoice should be canceled in the |SAT| as well. You can confirm " +"this was done correctly, by pressing :guilabel:`Retry` in the |SAT| status " +"field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:495 +msgid "" +"If the document was canceled more than 24 hours after its creation, you may " +"need to ask the client to accept the cancellation in their “Buzón " +"Tributario” directly from the `SAT website `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 +msgid "" +"The `04|` is only a code that helps Odoo to perform this process. It has no " +"relation to the method 04 reason for cancellation." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Old invoice with CFDI Origin." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 -msgid "" -"Go back to the *old invoice*, the field :guilabel:`Substituted By` should " -"appear." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:457 -msgid "Click the :guilabel:`Request EDI Cancellation` button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:458 -msgid "" -"As if it were a regular invoice, a blue field then appears on the invoice. " -"Click :guilabel:`Process Now`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 -msgid "" -"The invoice status is moved to :guilabel:`Cancelled` and you receive a " -"confirmation in the chatter." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 01 properly canceled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:466 msgid "" -"Now, the invoice should be canceled in the SAT too. You can confirm that " -"this was done correctly by pressing :guilabel:`Retry` in the SAT status " -"field." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:469 -msgid "" -"If the document was canceled after 24 hours, it is possible that the client " -"must be asked to accept the cancellation in their \"Buzón Tributario\"." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:473 -msgid "" -"The `04|` is only a code that helps Odoo to perform this process. It has no " -"relation to the method 04 reason for cancellation." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 -msgid "02 - invoices sent with errors without a relation" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 -msgid "" -"This cancellation motive has to be used when an invoice was sent with an " -"error in any field and does not need to be replaced by another one." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 -msgid "" -"For this case, all that is required is to click on :guilabel:`Request EDI " -"Cancellation`, and then press click the :guilabel:`Process Now` button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 02 properly canceled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:488 -msgid "" -"As the field :guilabel:`Substituted By` does not exist, the SAT should " -"detect automatically that the cancellation reason is 02." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 -msgid "" -"Odoo has certain limitations to canceling invoices in the SAT: The reasons " -"03 and 04 (*Operation did not take place* and *Nominative transactions " -"related to a global invoice*) are not currently supported by Odoo. For this," -" you need to cancel the invoice directly in the SAT and use a *Server " -"Action*." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:498 -msgid "Payment cancellations" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 -msgid "" -"It is also possible to cancel *Payment Complements*. For this, go to the " -"payment and select :guilabel:`Request EDI Cancellation`. As with invoices, a" -" blue button will appear. Select :guilabel:`Process now`, and the document " -"will be sent to the SAT. After a few seconds, you can press " -":guilabel:`Retry` to confirm the current SAT status." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:505 -msgid "The payment moves their status to :guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:508 -msgid "" -"Just like invoices, when you create a new *Payment Complement*, you can add " -"the relation of the original document by adding a `04|` plus the fiscal " -"folio." +"Invoice with the Substituted By field referencing the CFDI Origin invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:512 -msgid "Invoicing special use cases" +msgid "02 - invoices sent with errors without a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:515 -msgid "CFDI to public" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:514 +msgid "" +"This cancellation reason has to be used when an invoice was sent with an " +"error in any field, and does not need to be replaced by another one." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:517 msgid "" +"For this case, navigate to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. From here, the only requirement is to" +" click the :guilabel:`Request EDI Cancellation` button, and then click the " +":guilabel:`Process Now` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:521 +msgid "" +"Because the field :guilabel:`Substituted By` does not appear when using this" +" cancellation reason, the |SAT| should automatically detect that the " +"cancellation reason is 02." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:525 +msgid "Payment cancellations" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:527 +msgid "" +"It is also possible to cancel *Payment Complements*. For this, go to the " +"payment, via :menuselection:`Accounting --> Customers --> Payments`, and " +"select :guilabel:`Request EDI Cancellation`. As with invoices, a blue button" +" will appear. Click :guilabel:`Process now`, and the document will be sent " +"to the |SAT|. After a few seconds, you can click :guilabel:`Retry` to " +"confirm the current |SAT| status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:536 +msgid "" +"Just like invoices, when you create a new *Payment Complement*, you can add " +"the relation of the original document, by adding a `04|` plus the fiscal " +"folio in the :guilabel:`CFDI Origin` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:540 +msgid "Invoicing special use cases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:543 +msgid "CFDI to public" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:545 +msgid "" "If the customer you are selling goods or services to does not require an " "invoice, a *CFDI to Public* has to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:520 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:548 msgid "" -"However, if you use the name `PUBLICO EN GENERAL`, an error will be " -"triggered. This is a main change in the CFDI 4.0 that states that invoices " -"with that specific name needs additional fields." +"If you use the :guilabel:`Customer` name `PUBLICO EN GENERAL`, an error will" +" be triggered. This is a main change in the CFDI 4.0 that requires invoices " +"with that specific name to need additional fields, which Odoo does not " +"currently support. So, for a *CFDI to Public* to be created, you need to add" +" any name to your customer that is **not** `PUBLICO EN GENERAL`. (For " +"example: `CLIENTE FINAL`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:523 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:553 msgid "" -"Odoo currently does not support this. So for a *CFDI to Public* to be " -"created, you need to add any name to your customer that is not `PUBLICO EN " -"GENERAL`. (For example `CLIENTE FINAL`)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:526 -msgid "" -"In addition to this, the zip code of your company, and the generic " -":guilabel:`RFC` ``XAXX010101000`` are needed. The :guilabel:`Fiscal Regime` " -"of your customer must be `Sin obligaciones fiscales`." +"In addition to this, it is required that the :guilabel:`ZIP` code of your " +"company is added, the generic |RFC| is set as `XAXX010101000`, and the " +":guilabel:`Fiscal Regime` of your customer must be set as: `Sin obligaciones" +" fiscales`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "CFDI to Public Error." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:535 -msgid "" -"The main currency in Mexico is MXN. While this is mandatory for all Mexican " -"companies, it is possible to send and receive invoices and payments in " -"different currencies. To do this, you can enable the use of " -":doc:`multicurrency " -"`. And select " -":guilabel:`Mexican Bank` as the service in :menuselection:`Accounting --> " -"Settings --> Currency`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:541 -msgid "" -"This way, in the XML file of the document you get the correct exchange rate " -"and the total amount both in the foreign currency and in MXN." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:544 -msgid "" -"It is highly recommended to use :doc:`a bank account for each currency " -"`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Multi-currency configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:551 -msgid "" -"The only currencies that automatically update their exchange rate daily are " -"USD, EUR, GBP, and JPY." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:555 -msgid "Down payments" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:557 -msgid "" -"There can be cases where you receive a payment in advance from a customer, " -"that needs to be applied to an invoice later. In order to do this in Odoo, " -"it is required to properly link invoices to each other with the " -":guilabel:`CFDI Origin` field." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:561 -msgid "" -"It is necessary to have the :doc:`Sales ` app " -"installed." +msgid "CFDI to Public Customer field configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:564 msgid "" +"The main currency in Mexico is MXN. While this is mandatory for all Mexican " +"companies, it is possible to send and receive invoices (and payments) in " +"different currencies. To enable the use of :doc:`multicurrency " +"<../accounting/get_started/multi_currency>`, navigate to the " +":menuselection:`Accounting --> Settings --> Currencies`, and set " +":guilabel:`Mexican Bank` as the :guilabel:`Service` in the " +":guilabel:`Automatic Currency Rates` section. Then, set the " +":guilabel:`Interval` field to the frequency you wish to update the exchange " +"rates." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +msgid "" +"This way, the XML file of the document will have the correct exchange rate, " +"and the total amount, in both the foreign currency and in MXN." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +msgid "" +"It is highly recommended to use :doc:`a bank account for each currency " +"<../accounting/bank/foreign_currency>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:578 +msgid "" +"The only currencies that automatically update their exchange rate daily are:" +" USD, EUR, GBP, and JPY." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Multi-currency configuration in the Accounting settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:586 +msgid "Down payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +msgid "" +"There can be cases where you receive a payment in advance from a customer " +"that needs to be applied to an invoice later. In order to do this in Odoo, " +"it is required to properly link invoices to each other with the " +":guilabel:`CFDI Origin` field. To do so, it is necessary to have the " +":doc:`Sales <../../sales>` app installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +msgid "" "`The official documentation for registration of down payments in Mexico " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:567 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:597 msgid "" "First, navigate to the :menuselection:`Sales` app to create a product " -"`Anticipo` and configure it: the :guilabel:`Product Type` must be " -":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` `84111506 " -"Servicios de facturación`." +"`Anticipo` and configure it. The :guilabel:`Product Type` must be " +":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` must be: " +"`84111506 Servicios de facturación`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:601 msgid "" "Then, go to :menuselection:`Sales --> Settings --> Invoicing --> Down " -"Payments` and add the product as the default." +"Payments`, and add the *Anticipo* product as the default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 msgid "" "Create a sales order with the total amount, and create a down payment " "(either using a percentage or fixed amount). Then, sign the document, and " ":guilabel:`Register the Payment`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:577 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:607 msgid "" "When the time comes for the customer to get the final invoice, create it " -"again from the same sales order. In the :guilabel:`Create Invoices` wizard " -"select :guilabel:`Regular Invoice` and uncheck :guilabel:`Deduct down " +"again from the same sales order. In the :guilabel:`Create Invoices` wizard, " +"select :guilabel:`Regular Invoice`, and uncheck :guilabel:`Deduct down " "payments`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:581 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:611 msgid "" -"Then, copy the :guilabel:`Fiscal Folio` from the first invoice and paste it " -"into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " -"`07|`. Sign the document." +"Then, copy the :guilabel:`Fiscal Folio` from the first invoice, and paste it" +" into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " +"`07|` before the value. Then, sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:584 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:615 msgid "" "After this, create a credit note for the first invoice. Copy the " -":guilabel:`Fiscal Folio` from the second invoice and paste it in the " -":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Sign " -"the document." +":guilabel:`Fiscal Folio` from the second invoice, and paste it in the " +":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Then, " +"sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:619 msgid "" "With this, all electronic documents are linked to each other. The final step" " is to fully pay the new invoice. At the bottom of the new invoice, you can " -"find :guilabel:`Outstanding credits` in the credit note, add it as payment. " -"Finally, register the remaining amount with the :guilabel:`Register Payment`" -" wizard." +"find the credit note in the :guilabel:`Outstanding credits` - add it as " +"payment. Finally, register the remaining amount with the :guilabel:`Register" +" Payment` wizard." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 msgid "External trade" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:596 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:627 msgid "" "The external trade is a complement to a regular invoice that adds certain " -"values in both the XML and PDF, according to `SAT regulations " -"`_." +"values in both the XML and PDF, to invoices with a foreign customer " +"according to `SAT regulations " +"`_," +" such as:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:600 -msgid "" -"This adds certain mandatory fields to invoices with a foreign customer, such" -" as:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:602 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:631 msgid "The specific address of the receiver and the sender" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:603 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:632 msgid "" "The addition of a :guilabel:`Tariff Fraction` that identifies the type of " "product" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 msgid "" "The correct :guilabel:`Incoterm` (International Commercial Terms), among " -"others." +"others (*certificate of origin* and *special units of measure*)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:606 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:636 msgid "" "This allows the correct identification of exporters and importers, in " "addition to expanding the description of the merchandise sold." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:609 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:639 msgid "" -"Since January 1st, 2018, it is a requirement for taxpayers who carry export " -"operations of A1 type. While the current CFDI is 4.0, the external trade is " -"currently on version 1.1" +"Since January 1, 2018, external trade is a requirement for taxpayers, who " +"carry export operations of type A1. While the current CFDI is 4.0, the " +"external trade is currently on version 1.1" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:612 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:642 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended` " "and :guilabel:`l10n_mx_edi_extended_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:616 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 msgid "" -"Before installing, make sure first that your business needs to use this " -"feature. Consult your accountant first if needed before doing any " -"modification." +"Before installing, make sure your business needs to use this feature. " +"Consult your accountant first, if needed, before installing any modules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:655 msgid "" -"While the CFDI 4.0 requirements ask you to add a valid zip code in your " -"contact, the external trade complement adds as a mandatory field the " -":guilabel:`City` and the :guilabel:`State`. All three fields must coincide " -"with the `Official SAT Catalog `_ or you will receive an " -"error." +"To configure your company contact for external trade, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select your " +":guilabel:`Company`. While the CFDI 4.0 requirements ask you to add a valid " +":guilabel:`ZIP` code in your contact, the external trade complement adds the" +" requirement that your :guilabel:`City` and the :guilabel:`State` must also " +"be valid. All three fields must coincide with the `Official SAT Catalog " +"`_, or you will receive an error." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:630 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 msgid "" -"Add the :guilabel:`City` and :guilabel:`State` in the company's contract, " +"Add the :guilabel:`City` and :guilabel:`State` in the company's *contact*, " "not in the company itself. You can find your company's contact in " -":menuselection:`Accounting --> Customers --> Customers`" +":menuselection:`Accounting --> Customers --> Customers`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:634 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:666 msgid "" "The fields :guilabel:`Locality` and :guilabel:`Colony Code` are optional and" " can be added in the company directly in :menuselection:`Settings --> " -"General Settings --> Companies`. These two have to coincide with the data in" -" the SAT." +"General Settings --> Companies`. These two fields have to coincide with the " +"data in the |SAT|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Optional External Trade Company fields." +msgid "Optional external trade company fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:641 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:674 msgid "" -"The contact data for the foreign receiving client must have the following " -"fields completed to avoid errors:" +"To configure the contact data for a foreign receiving client, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select the " +"foreign client's contact. The contact must have the following fields " +"completed to avoid errors:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:644 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:678 msgid "" "The entire company :guilabel:`Address`, including a valid :guilabel:`ZIP` " "code and the foreign :guilabel:`Country`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:680 msgid "" "The format of the foreign :guilabel:`VAT` (tax identification number, for " "example: Colombia `123456789-1`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:648 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:682 msgid "" "In the :guilabel:`MX EDI` tab, you need to address if the customer receives " "goods for a period of time temporarily (:guilabel:`Temporary`) or " "permanently (:guilabel:`Definitive`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:686 msgid "" -"If you create this contact based in another from Mexico, make sure that you " -"delete any information in the field :guilabel:`Fiscal Regime`. Do not use " -":guilabel:`No Tax Breakdown` either." +"If the new contact was created by duplicating another existing contact from " +"Mexico, make sure to delete any carried over information from the " +":guilabel:`Fiscal Regime` field. In addition, do not enable the " +":guilabel:`No Tax Breakdown` option. Selecting this option hides mandatory " +"fields that are required for external trade contact configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Customer fields." +msgid "Required external trade customer fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:658 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:696 msgid "" -"In the resulting XML and PDF, the :guilabel:`VAT` is automatically replaced " -"by the generic VAT for abroad transactions: `XEXX010101000`." +"In the resulting XML and PDF files, the :guilabel:`VAT` is automatically " +"replaced by the generic VAT for abroad transactions: `XEXX010101000`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:664 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:702 msgid "" -"All products involved with external trade must fill four fields, two of them" -" exclusive to this feature." +"All products involved with external trade have four fields that are " +"required, two of them exclusive to external trade." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:667 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:705 msgid "" "The :guilabel:`Internal Reference` of the product is in the " ":guilabel:`General Information` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:668 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 msgid "The :guilabel:`Weight` of the product must be more than `0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:669 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:707 msgid "" "The `correct `_" " :guilabel:`Tariff Fraction` of the product in the :guilabel:`Accounting` " "tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:671 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:709 msgid "" "The :guilabel:`UMT Aduana` corresponds to the :guilabel:`Tariff Fraction`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Product fields." +msgid "Required external trade product fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:677 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:716 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `01`, the correct " ":guilabel:`UMT Aduana` is `kg`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:679 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:718 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `06`, the correct " ":guilabel:`UMT Aduana` is `Units`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:683 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 msgid "Invoicing flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:724 msgid "" "Before creating an invoice, it is important to take into account that " "external trade invoices require to convert the amounts of your product into " -"USD. Therefore, we need to have :doc:`multicurrency enabled " -"` and activate " -"USD in the :guilabel:`Currencies` section. The correct :guilabel:`Service` " -"to run is :guilabel:`Mexican Bank`." +"USD. Therefore, :doc:`multicurrency " +"<../accounting/get_started/multi_currency>` **must** be enabled and *USD* " +"**must** be activated in the :guilabel:`Currencies` section. The correct " +":guilabel:`Service` to run is :guilabel:`Mexican Bank`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 msgid "" -"With the correct exchange rate set up in :menuselection:`Accounting --> " -"Settings --> Currency`, the only fields left are :guilabel:`Incoterm` and " -":guilabel:`Certificate Source` in the :guilabel:`Other Info` tab. The latter" -" is optional." +"Then, with the correct exchange rate set up in :menuselection:`Accounting " +"--> Settings --> Currency`, the only fields left are :guilabel:`Incoterm` " +"and the optional :guilabel:`Certificate Source` in the :guilabel:`Other " +"Info` tab." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "External Trade Other Info." +msgid "External trade Other Info tab of a product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:698 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:738 msgid "" -"Sign the invoice with the same process as a regular one: Press the " -":guilabel:`Process Now` button." +"Finally, sign the invoice with the same process as a regular invoice, and " +"click the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:701 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:742 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:703 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:744 msgid "" "A `Carta Porte `_ is a bill of lading: a document that states the type, quantity, " "and destination of goods being carried." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:747 msgid "" "On December 1st, 2021, version 2.0 of this CFDI was implemented for all " "transportation providers, intermediaries, and owners of goods. Odoo is able " -"to generate a document type \"T\" (Traslado) which, unlike other documents, " -"is created in a delivery order instead of an invoice or payment." +"to generate a document type \"T\" (Traslado), which, unlike other documents," +" is created in a delivery order instead of an invoice or payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:710 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 msgid "" -"Odoo can create XML and PDF files with or without ground transport and can " -"process materials that are treated as *Dangerous Hazards*." +"Odoo can create XML and PDF files with (or without) ground transport, and " +"can process materials that are treated as *Dangerous Hazards*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:713 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended`, " ":guilabel:`l10n_mx_edi_extended_40`, :guilabel:`l10n_mx_edi_stock` and " ":guilabel:`l10n_mx_edi_stock_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:717 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 msgid "" "In addition to this, it is necessary to have the :doc:`Inventory " -"` and :doc:`Sales " -"` apps configured." +"<../../inventory_and_mrp/inventory>` and :doc:`Sales <../../sales/sales>` " +"apps installed, as well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 msgid "" -"Odoo does not support Carta Porte type \"I\" (Ingreso), air, or marine " -"transport. Consult your accountant first if this feature is needed before " -"doing any modifications." +"Odoo does not support Carta Porte type document type \"I\" (Ingreso), air, " +"or marine transport. Consult your accountant first if this feature is needed" +" before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:728 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:768 msgid "Odoo manages two different types of CFDI:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:770 msgid "" -"**No Federal Highways**: It is used when the *Distance to Destination* is " -"`less than 30 KM " +"**No Federal Highways**: Is used when the *Distance to Destination* is `less" +" than 30 KM " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:732 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:772 msgid "" -"**Federal Transport**: It is used when the *Distance to Destination* exceeds" -" 30 KM." +"**Federal Transport**: Is used when the *Distance to Destination* exceeds 30" +" KM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:734 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:774 msgid "" -"Other than the standard requirements of regular invoicing (The RFC of the " -"customer, the UNSPSC code...), if you are using *No Federal Highways*, no " -"external configuration is needed." +"Other than the standard requirements of regular invoicing (The |RFC| of the " +"customer, the UNSPSC code, etc.), if you are using *No Federal Highways*, no" +" external configuration is needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:737 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:777 msgid "" "For *Federal Transport*, several configurations have to be added to " "contacts, vehicle setups, and products. Those configurations are added to " "the XML and PDF files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:781 msgid "Contacts and vehicles" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:743 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:783 msgid "" -"Like with the external trade feature, the address in both your company and " -"your final customer has to be complete. The zip code, city, and state must " -"coincide with the `Official SAT Catalog `_" +"Like the external trade feature, the :guilabel:`Address` in both the company" +" and the final customer must be complete. The :guilabel:`ZIP` code, " +":guilabel:`City`, and :guilabel:`State` must coincide with the `Official SAT" +" Catalog for Carta Porte _`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:748 -msgid "The field :guilabel:`Locality` is optional for both addresses." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:788 +msgid "The field, :guilabel:`Locality`, is optional for both addresses." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Contacts." +msgid "Delivery guide contact configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:795 msgid "" "The origin address used for the delivery guide is set in " ":menuselection:`Inventory --> Configuration --> Warehouses Management --> " @@ -25093,7 +25722,7 @@ msgid "" "change it according to your correct warehouse address." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:799 msgid "" "Another addition to this feature is the :guilabel:`Vehicle Setups` menu " "found in :menuselection:`Inventory --> Settings --> Mexico`. This menu lets " @@ -25101,153 +25730,170 @@ msgid "" "order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:803 msgid "All fields are mandatory to create a correct delivery guide." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:806 +msgid "" +"The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, " +"must contain between 5 to 7 characters." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:809 +msgid "" +"In the :guilabel:`Intermediaries` section, you must add the operator of the " +"vehicle. The only mandatory fields for this contact are the :guilabel:`VAT` " +"and :guilabel:`Operator Licence`." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Vehicle Configurations required fields." +msgid "Delivery guide vehicle configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:767 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:819 msgid "" -"In the :guilabel:`Intermediaries` section, you need to add the operator of " -"the vehicle. The only mandatory fields for this contact are the " -":guilabel:`VAT` and :guilabel:`Operator Licence`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:773 -msgid "" -"Like with regular invoicing, all products must have a :guilabel:`UNSPSC " +"Similar to regular invoicing, all products must have a :guilabel:`UNSPSC " "category`. In addition to this, there are two extra configurations for " "products involved in delivery guides:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:776 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 msgid "" "The :guilabel:`Product Type` must be set as :guilabel:`Storable Product` for" " stock movements to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:778 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 msgid "" "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` should have " -"more than 0." +"more than `0`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +msgid "" +"Creating a delivery guide of a product with the value `0` will trigger an " +"error. As the :guilabel:`Weight` has been already stored in the delivery " +"order, it is needed to return the products, and create the delivery order " +"(and delivery guide) again with the correct amounts." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Product Configurations." +msgid "Delivery guide product configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:784 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 msgid "Sales and inventory flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:786 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:838 msgid "" "To create a delivery guide, first, you need to create and confirm a sales " -"order. This generates a :guilabel:`Delivery` smart button. Press it and " -":guilabel:`Validate` the transfer." +"order from :menuselection:`Sales --> Sales Order`. This generates a " +":guilabel:`Delivery` smart button. Click it, and :guilabel:`Validate` the " +"transfer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:789 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 msgid "" -"After the status is set to :guilabel:`Done`, you can edit the transfer and " +"After the status is set to :guilabel:`Done`, you can edit the transfer, and " "select the :guilabel:`Transport Type` (either :guilabel:`No Federal " "Highways` or :guilabel:`Federal Transport`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:793 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:846 msgid "" "If your delivery guide has the type :guilabel:`No Federal Highways`, you can" -" save the transfer and then press :guilabel:`Generate Delivery Guide`. The " +" save the transfer, and then click :guilabel:`Generate Delivery Guide`. The " "resulting XML can be found in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:797 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:850 msgid "" "Other than the :guilabel:`UNSPSC` in all products, delivery guides that use " ":guilabel:`No Federal Highways` do not require any special configuration to " "be sent to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:800 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:853 msgid "" -"If your delivery guide has the type :guilabel:`Federal Transport`, the tab " -":guilabel:`MX EDI` appears. In there, write a value in :guilabel:`Distance " -"to Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle " -"Setup` used for this delivery." +"If your delivery guide has the type, :guilabel:`Federal Transport`, the tab " +":guilabel:`MX EDI` appears. There, enter a value in :guilabel:`Distance to " +"Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle Setup` " +"used for this delivery." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide MX EDI tab configuration." +msgid "Delivery guide MX EDI tab configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:808 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 msgid "Dangerous hazards" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:810 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 msgid "" "Certain values in the :guilabel:`UNSPSC Category` are considered in the " "`official SAT catalog " "`_" -" as dangerous hazards. These categories need additional considerations when " -"creating a delivery guide with :guilabel:`Federal Transport`." +" as *dangerous hazards*. These categories need additional considerations " +"when creating a delivery guide with :guilabel:`Federal Transport`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:815 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:869 msgid "" -"In the product, the fields :guilabel:`Hazardous Material Designation Code " -"(MX)` and :guilabel:`Hazardous Packaging (MX)` must be filled with the " -"correct code from the |SAT| catalog." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:818 -msgid "" -"In the vehicle setup, the data from the :guilabel:`Environment Insurer` and " -":guilabel:`Environment Insurance Policy` has to be filed too." +"First, select your product from :menuselection:`Inventory --> Products --> " +"Products`. Then, in the :guilabel:`Accounting` tab, the fields " +":guilabel:`Hazardous Material Designation Code (MX)` and " +":guilabel:`Hazardous Packaging (MX)` must be filled with the correct code " +"from the |SAT| catalog." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide environment required fields." +msgid "Delivery guide hazardous material product required fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:877 msgid "" -"After this, continue with the regular process to create a delivery guide." +"In :menuselection:`Inventory --> Settings --> Mexico --> Vehicle Setup`, the" +" data from the :guilabel:`Environment Insurer` and :guilabel:`Environment " +"Insurance Policy` has to be filed, as well. After this, continue with the " +"regular process to create a delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Delivery Guide environment insurer required fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 msgid "Customs numbers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:829 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:888 msgid "" "A *customs declaration* (Pedimento Aduanero) is a fiscal document that " "certifies that all contributions to the fiscal entity (the |SAT|) has been " -"paid, for the import/export of goods." +"paid for, including the import/export of goods." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:832 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 msgid "" "According to the `Annex 20 " "`_ of CFDI" " 4.0, in documents where the invoiced goods come from a first-hand import " -"operation, the field :guilabel:`Customs Number` needs to be added to all " +"operation, the field, :guilabel:`Customs Number`, needs to be added to all " "lines of products involved with the operation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:896 msgid "" -"For this, the module :guilabel:`l10n_mx_edi_landing` has to be installed, in" -" addition to the :doc:`Inventory " -"`, :doc:`Purchase " -"` and :doc:`Sales " -"` apps configured." +"To do so, the module :guilabel:`l10n_mx_edi_landing` must be installed, in " +"addition to the :doc:`Inventory <../../inventory_and_mrp/inventory>`, " +":doc:`Purchase <../../inventory_and_mrp/purchase>` and :doc:`Sales " +"<../../sales/sales>` apps." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:901 msgid "" "Do not confuse this feature with external trade. The customs numbers are " "directly related to importing goods, while the external trade complement is " @@ -25255,389 +25901,408 @@ msgid "" "needed before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:849 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:908 msgid "" "In order to track the correct customs number for a specific invoice, Odoo " "uses :doc:`landed costs " -"`." +"<../../inventory_and_mrp/inventory/management/reporting/integrating_landed_costs>`." " Go to :menuselection:`Inventory --> Configuration --> Settings --> " -"Valuation`. Make sure that :guilabel:`Landed Costs` is activated." +"Valuation`, and make sure that the :guilabel:`Landed Costs` feature is " +"activated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:854 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 msgid "" -"First, a *service*-type product called `Pedimento` has to be created. In the" -" :guilabel:`Purchase` tab, check :guilabel:`Is a Landed Cost` and select a " -":guilabel:`Default Split Method`." +"Begin by creating a *service*-type product called, `Pedimento`. In the " +":guilabel:`Purchase` tab, activate :guilabel:`Is a Landed Cost`, and select " +"a :guilabel:`Default Split Method`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:857 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 msgid "" -"After this, we need to configure the *storable products* that holds the " -"customs numbers. We need to make sure that the product category has the " -"following configuration:" +"Then, configure the *storable products* that hold the customs numbers. To do" +" so, create the storable products, and make sure the :guilabel:`Product " +"Category` has the following configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:860 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 msgid "" ":guilabel:`Costing Method`: Either :guilabel:`FIFO` or :guilabel:`AVCO`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:861 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:920 msgid ":guilabel:`Inventory Valuation`: :guilabel:`Automated`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:921 msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventario`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:863 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 msgid ":guilabel:`Stock Journal`: :guilabel:`Inventory Valuation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:923 msgid "" ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:865 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 msgid "" ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Storable products configurations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:871 -msgid "Purchase and sales flow" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:873 -msgid "" -"Create a :guilabel:`Purchase Order`, and confirm the order. This should " -"trigger a :guilabel:`Receipt` smart button. Validate the receipt too." +msgid "Storable products general configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs Number Purchase." +msgid "Storable product category configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:879 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:935 +msgid "Purchase and sales flow" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 msgid "" -"Go to :menuselection:`Inventory --> Operations --> Landed Costs` and create " -"a new record. Add the transfer that you just created, and both the product " -"`Pedimento` and :guilabel:`Customs number`." +"After you configure your product, follow the standard :doc:`purchase flow " +"<../../inventory_and_mrp/purchase>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:882 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:940 +msgid "" +"Create a purchase order from :menuselection:`Purchase --> Orders --> " +"Purchase Order`. Then, confirm the order to display a :guilabel:`Receipt` " +"smart button. Click on the :guilabel:`Receipt` smart button to " +":guilabel:`Validate` the receipt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:944 +msgid "" +"Go to :menuselection:`Inventory --> Operations --> Landed Costs`, and create" +" a new record. Add the transfer that you just created, and both: the product" +" `Pedimento` and :guilabel:`Customs number`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 msgid "" "Optionally, you can add a cost amount. After this, validate the landed cost." " Once :guilabel:`Posted`, all products related to that receipt have the " "customs number assigned." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:951 msgid "" -"You can only add the Pedimentos number once, so be careful when associating " -"the correct number with the transfer(s)." +"You can only add the *Pedimentos* number **once**, so be careful when " +"associating the correct number with the transfer(s)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs number Inventory." +msgid "Customs number on a landed costs Inventory record." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:958 msgid "" -"Now, create a sales order and confirm it. This should trigger a " +"Now, create a sales order, and confirm it. This should trigger a " ":guilabel:`Delivery` smart button. Validate it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:895 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:961 msgid "" -"Finally, create an invoice from the sales order and confirm it. The invoice " -"line related to your product has a customs number in it." +"Finally, create an invoice from the sales order, and confirm it. The invoice" +" line related to your product has a customs number in it. This number should" +" match the customs number added in the *Landed Costs* record you created " +"earlier." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Customs number on confirmed sales order product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:902 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:970 msgid "Electronic accounting" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:904 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:972 msgid "" "For Mexico, `Electronic Accounting " "`_ refers to the obligation to keep accounting records and " -"entries through electronic means and to enter accounting information on a " -"monthly basis through the SAT's website." +"entries through electronic means, and to enter accounting information on a " +"monthly basis, through the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:909 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:977 msgid "It consists of three main XML files:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:911 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:979 msgid "" "The updated list of the chart of accounts that you are currently using." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:912 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:980 msgid "" -"A monthly trial balance, plus a closing entry report also known as *Trial " +"A monthly trial balance, plus a closing entry report, also known as: *Trial " "Balance Month 13*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 msgid "" -"Either optional or for a compulsory audit, an export of the journal entries " -"in your general ledger." +"Either optional, or for a compulsory audit, an export of the journal entries" +" in your general ledger." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 msgid "" "The resulting XML files follow the requirements of the `Anexo Técnico de " "Contabilidad Electrónica 1.3 " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:987 msgid "" "In addition to this, you can generate the `DIOT " "`_: A report of vendor's " -"journal entries that involves IVA taxes that can be exported in :file:`.txt`" -" file." +"journal entries that involve IVA taxes that can be exported in a " +":file:`.txt` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:992 msgid "" "In order to use these reports, the modules :guilabel:`l10n_mx_reports`, " ":guilabel:`l10n_mx_reports_closing`, :guilabel:`l10n_mx_xml_polizas` and " ":guilabel:`l10n_mx_xml_polizas_edi` have to be installed, as well as the " -":doc:`Accounting `." +":doc:`Accounting <../accounting/get_started>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:929 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 msgid "" -"You can find all of those reports in :menuselection:`Accounting --> " -"Reporting --> Mexico`." +"You can find the *Chart of accounts*, *Trial Balance Month 13*, and *DIOT* " +"reports in :menuselection:`Accounting --> Reporting --> Mexico`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 msgid "" "The specific characteristics and obligations of the reports that you send " "might change according to your fiscal regime. Always contact your accountant" " before sending any documents to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 -msgid "Catálogo de cuentas (chart of accounts)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:939 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 msgid "" -"The :doc:`chart of accounts " -"` in México " -"follows a specific pattern based in SAT's `Código agrupador de cuentas " +"The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` " +"in México follows a specific pattern based on |SAT|'s' `Código agrupador de " +"cuentas " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:943 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1014 msgid "" -"You can create any account as long as it respects |SAT|'s encoding group, " -"This pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." +"You can create any account, as long as it respects |SAT|'s encoding group: " +"the pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 msgid "Some examples are `102.01.99` or `401.01.001`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:949 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1020 msgid "" -"When you create a new account in :menuselection:`Accounting --> " -"Configuration --> Chart of Accounts`, if you follow this pattern, you get " -"the correct grouping code in :guilabel:`Tags`, and your account appears in " -"the COA report." +"When a new account is created in :menuselection:`Accounting --> " +"Configuration --> Chart of Accounts`, with the |SAT| encoding group pattern," +" the correct grouping code appears in :guilabel:`Tags`, and your account " +"appears in the *COA* report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:953 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 msgid "" -"Once you created all your accounts, and made sure that you put the correct " -":guilabel:`Tags` in them." +"Once you create all your accounts, make sure the correct :guilabel:`Tags` " +"are added." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:956 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1027 msgid "" "You cannot use any pattern that ends a section with a 0 (such as " "`100.01.01`, `301.00.003` or `604.77.00`). This triggers errors in the " "report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:959 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1030 msgid "" -"Once all is set up, you can go to :menuselection:`Accounting --> Reporting " -"--> Mexico --> COA` and press the button :guilabel:`SAT (XML)`." +"Once everything is set up, you can go to :menuselection:`Accounting --> " +"Reporting --> Mexico --> COA`, and click the :guilabel:`SAT (XML)` button to" +" generate an XML file containing all of your accounts, which will be ready " +"to upload to the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:963 -msgid "Balanza de comprobación (trial balance)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:965 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 msgid "" "The trial balance reports the initial balance, credit, and total balance of " -"your accounts, provided that you added their correct encoding group." +"your accounts, provided that you added their correct :ref:`encoding group " +"`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:968 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1040 msgid "" -"This report can be generated monthly, and an XML file version is created if " -"you go to :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance` and press the button :guilabel:`SAT (XML)`. Select the month you " -"want to download beforehand." +"This report can be generated monthly, and a corresponding XML file is " +"created, if you go to :menuselection:`Accounting --> Reporting --> Mexico " +"--> Trial Balance`, and click the :guilabel:`SAT (XML)` button. Select the " +"month you want to download beforehand." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Report." +msgid "Trial balance report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:976 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1049 msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:978 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1051 msgid "" "An additional report is the *Month 13*: a closing balance sheet that shows " "any adjustments or movements made in the accounting to close the year." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1054 msgid "" -"In order to be able to generate this XML document, you have to go to " -":menuselection:`Accounting --> Accounting --> Miscellaneous --> Journal " -"Entries` and create a new document. Here, you can add all amounts that you " -"want to modify, and you can balance the debit and/or credit of each one." +"To generate this XML document, navigate to :menuselection:`Accounting --> " +"Accounting --> Miscellaneous --> Journal Entries`, and create a new " +"document. Here, add all amounts to modify, and balance the debit and/or " +"credit of each one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:985 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1058 msgid "" -"After this is done, press :guilabel:`Mark as Closing Entry`, and the report " +"After this is done, click :guilabel:`Mark as Closing Entry`, and the report " "found in :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance Month 13` contains the total amount of the year, plus all the " +"Balance Month 13`, contains the total amount of the year, plus all the " "additions of the journal entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:989 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1062 msgid "" -"You can generate the XML file by pressing the button :guilabel:`SAT (XML)`." +"The XML file is generated by pressing the :guilabel:`SAT (XML)` button." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Month 13 Setup." +msgid "Trial Balance Month 13 setup." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:995 -msgid "Pólizas (general ledger)" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Trial Balance Month 13 report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1075 msgid "" -"By law, all transactions in Mexico must be recorded digitally. Because Odoo " +"By law, all transactions in Mexico must be recorded digitally. Since Odoo " "automatically creates all the underlying journal entries of your invoicing " -"and payments, you can export your journal entries to comply with SAT's " -"audits or tax refunds." +"and payments, you can export your journal entries to comply with |SAT|'s " +"audits and/or tax refunds." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1080 msgid "" -"This XML file is created in :menuselection:`Accounting --> Reporting --> " -"Audit Reports --> General Ledger`." +"You can filter by period, or by journal, according to your current needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1005 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 msgid "" -"You can filter by period or by journal, according to your current needs." +"To create the XML, go to :menuselection:`Accounting --> Reporting --> Audit " +"Reports --> General Ledger`, and click :guilabel:`XML (Polizas)`. Here, you " +"can select between four types of :guilabel:`Export` types:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1007 -msgid "" -"After you press :guilabel:`XML (Polizas)`, a wizard appears. In here, you " -"can select between four types of :guilabel:`Export type`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1086 +msgid ":guilabel:`Tax audit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1087 +msgid ":guilabel:`Audit certification`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1088 +msgid ":guilabel:`Return of goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1089 +msgid ":guilabel:`Compensation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1091 msgid "" -"For :guilabel:`Tax audit` or :guilabel:`Audit certification`, you need to " -"write the :guilabel:`Order Number` provided by the |SAT| for " -":guilabel:`Return of goods` or :guilabel:`Compensation`, you need to write " +"For :guilabel:`Tax audit`, or :guilabel:`Audit certification`, you need to " +"write the :guilabel:`Order Number` provided by the |SAT|. For " +":guilabel:`Return of goods`, or :guilabel:`Compensation`, you need to write " "your :guilabel:`Process Number`, also provided by the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Types of Polizas." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1097 msgid "" "If you want to see this report without sending it, use `ABC6987654/99` for " ":guilabel:`Order Number` and `AB123451234512` for :guilabel:`Process " "Number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1022 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1101 msgid "DIOT report" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1103 msgid "" "The DIOT (Declaración Informativa de Operaciones con Terceros / *Informative" " Declaration of Operations with Third Parties*) is an additional obligation " -"with the |SAT|, where we give the current status of our creditable and non-" -"creditable payments, withholdings and refunds of VAT from your vendor bills." +"with the |SAT|, where the current status of creditable and non-creditable " +"payments, withholdings, and refunds of VAT from your vendor bills, are " +"provided to the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1029 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1108 msgid "" -"Unlike other reports, this is uploaded to a software provided by the |SAT| " -"that contains the A-29 form. In Odoo, you can download the records of your " -"transactions in a :file:`.txt` file that you can upload to the form, " +"Unlike other reports, the |DIOT| is uploaded to a software provided by the " +"|SAT| that contains the A-29 form. In Odoo, you can download the records of " +"your transactions as a :file:`.txt` file that can be uploaded to the form, " "avoiding direct capture of this data." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1033 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1112 msgid "" -"This file contains the total amount of your payments registered in vendor " -"bills, broken down into the corresponding types of IVA. The :guilabel:`VAT` " -"and :guilabel:`Country` is mandatory for all vendors." +"The transactions file contains the total amount of your payments registered " +"in vendor bills, broken down into the corresponding types of IVA. The " +":guilabel:`VAT` and :guilabel:`Country` is mandatory for all vendors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1116 msgid "" -"To get the report, go to :menuselection:`Accounting --> Reports --> Mexico " -"--> Transactions with third parties [DIOT]`. Select the month that suits " -"you, and press :guilabel:`DIOT (TXT)` to download the :file:`.txt` file." +"To get the |DIOT| report, go to :menuselection:`Accounting --> Reports --> " +"Mexico --> Transactions with third parties [DIOT]`. Select the month that " +"suits you, and click :guilabel:`DIOT (TXT)` to download the :file:`.txt` " +"file." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example." +msgid "A Vendor Bill that is In Payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1045 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "DIOT (TXT) download button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1129 msgid "" -"You need to fill the field :guilabel:`L10N Mx Type of Operation` in the " +"You need to fill the field, :guilabel:`L10N Mx Type of Operation`, in the " ":guilabel:`Accounting` tab of each one of your vendors to prevent validation" " errors. Make sure that your foreign customers have their country set up for" " :guilabel:`L10N Mx Nationality` to appear automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example contact." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:0 +msgid "DIOT information on a vendor contact." msgstr "" #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:3 @@ -28428,7 +29093,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 #: ../../content/applications/finance/payment_acquirers/ogone.rst:9 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:93 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:98 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 msgid ":ref:`payment_acquirers/add_new`" @@ -28440,7 +29105,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:51 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:162 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:167 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 #: ../../content/applications/finance/payment_acquirers/stripe.rst:133 msgid ":doc:`../payment_acquirers`" @@ -29326,7 +29991,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/payment_acquirers/ogone.rst:99 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:95 msgid "Settings in Odoo" msgstr "Налаштування в Odoo" @@ -29360,10 +30025,19 @@ msgid "" msgstr "" #: ../../content/applications/finance/payment_acquirers/paypal.rst:9 +msgid "" +"While PayPal is available in `over 200 countries/regions " +"`_, only `a selection " +"of currencies are supported " +"`_." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/paypal.rst:14 msgid "Settings in PayPal" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:16 msgid "" "To access your PayPal account settings, log into PayPal, open the " ":guilabel:`Account Settings`, and open the :guilabel:`Website payments` " @@ -29374,24 +30048,24 @@ msgstr "" msgid "PayPal account menu" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:19 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:24 msgid "" "Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return " "`, :ref:`PDT `, and :ref:`IPN ` " "**must** all be enabled." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:25 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:30 msgid "Auto Return" msgstr "Автоматичне повернення" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:27 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:32 msgid "" "The **Auto Return** feature automatically redirects customers to Odoo once " "the payment is processed." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:29 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:34 msgid "" "From :guilabel:`Website payments`, go to :menuselection:`Website preferences" " --> Update --> Auto return for website payments --> Auto return` and select" @@ -29400,17 +30074,17 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:35 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 msgid "" "Any URL does the job. Odoo only needs the setting to be enabled since it " "uses another URL." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:45 msgid "Payment Data Transfer (PDT)" msgstr "Переказ даних про оплату (PDT)" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:42 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 msgid "" ":abbr:`PDT (Payment Data Transfer)` allows to receive payment confirmations," " displays the payment status to the customers, and verifies the authenticity" @@ -29418,7 +30092,7 @@ msgid "" "scroll down to :guilabel:`Payment data transfer` and select :guilabel:`On`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:52 msgid "" "PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return " "` and :ref:`Payment Data Transfer (PDT) ` " @@ -29426,11 +30100,11 @@ msgid "" ":guilabel:`Payment data transfer` to display the token again." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:54 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:59 msgid "Instant Payment Notification (IPN)" msgstr "Миттєві сповіщення оплати (IPN)" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:56 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:61 msgid "" ":abbr:`IPN (Instant Payment Notifications)` is similar to **PDT**, but " "allows for more notifications, such as chargeback notifications. To enable " @@ -29440,11 +30114,11 @@ msgid "" "(Enabled)`, and :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:63 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:68 msgid "PayPal Account Optional" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:65 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:70 msgid "" "We advise not to prompt customers to log in with a PayPal account upon " "payment. It is better and more accessible for customers to pay with a " @@ -29453,11 +30127,11 @@ msgid "" ":guilabel:`PayPal account optional`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:71 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:76 msgid "Payment Messages Format" msgstr "Формат повідомлень оплати" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:73 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:78 msgid "" "If you use accented characters (or anything other than primary Latin " "characters) for customer names or addresses, then you **must** configure the" @@ -29465,7 +30139,7 @@ msgid "" "not, some transactions fail without notice." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:77 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 msgid "" "To do so, go to `your production account `_. Then, click " @@ -29473,7 +30147,7 @@ msgid "" ":guilabel:`UTF-8`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:87 msgid "" "For Encrypted Website Payments & EWP_SETTINGS error, please check the " "`Paypal documentation `_." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:85 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 msgid "" "Configure your :ref:`Paypal Sandbox account `, then follow " "this `link Configuration --> Payment " @@ -29501,36 +30175,36 @@ msgid "" "credentials in the :guilabel:`Credentials` tab:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:102 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 msgid ":guilabel:`Email`: the login email address in Paypal;" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:103 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:108 msgid "" ":guilabel:`PDT Identity Token`: the key used to verify the authenticity of " "transactions;" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:104 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 msgid ":guilabel:`Use IPN`: enable for PayPal to work properly in Odoo." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:112 msgid "Save the :guilabel:`PDT Identity Token` for later use." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:114 msgid "" "To set the :guilabel:`PDT Identity Token`, switch to :ref:`developer mode " "` and retrieve the token by following the configuration " "steps at :ref:`paypal/pdt`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:113 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:118 msgid "The PayPal **Merchant ID** is not required in Odoo." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:115 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 msgid "" "If you are trying PayPal as a test, using a :ref:`PayPal Sandbox account " "`, change the :guilabel:`State` to :guilabel:`Test Mode`. We" @@ -29538,31 +30212,31 @@ msgid "" "database." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:125 msgid "Extra fees" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:122 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:127 msgid "" "You can charge **extra fees** to customers choosing to pay with PayPal in " "order to cover the transaction fees PayPal charges you. Once redirected to " "Paypal, your customer sees an extra amount applied to the order amount." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:126 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 msgid "" "To activate this option, go to :menuselection:`Accounting --> Configuration " "--> Payment Acquirers` and select :guilabel:`PayPal`. Then, go to the " ":guilabel:`Fees` tab and tick the :guilabel:`Add Extra Fees` box." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:136 msgid "" "You can refer to `Paypal Fees `_ to set up fees." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:133 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:138 msgid "" "`Traders in the EU " "`_ using " "your PayPal credentials, which creates two sandbox accounts:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:148 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 msgid "" "A business account (to use as merchants, e.g., " "`pp.merch01-facilitator@example.com " "`_);" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:150 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:155 msgid "" "A default personal account (to use as shoppers, e.g., " "`pp.merch01-buyer@example.com `_)." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:158 msgid "" "Log into PayPal sandbox using the merchant account and follow the same " "configuration instructions. Enter your sandbox credentials in Odoo " @@ -29609,7 +30283,7 @@ msgid "" "rather than your main database." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:159 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:164 msgid "Run a test transaction from Odoo using the sandbox personal account." msgstr "" "Запустіть тестову транзакцію в Odoo, використовуючи особистий обліковий " diff --git a/locale/uk/LC_MESSAGES/general.po b/locale/uk/LC_MESSAGES/general.po index b5956fdce..3e3931d8b 100644 --- a/locale/uk/LC_MESSAGES/general.po +++ b/locale/uk/LC_MESSAGES/general.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" "Last-Translator: Wil Odoo, 2023\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" @@ -4066,7 +4066,7 @@ msgstr "" msgid "" "In-App Purchases (IAP) gives access to additional services through Odoo. For" " instance, it allows you to send SMS Text Messages or to send Invoices by " -"post directly from my database." +"post directly from your database." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:9 @@ -4076,14 +4076,14 @@ msgstr "Купівля кредитів" #: ../../content/applications/general/in_app_purchase.rst:11 msgid "" "Each IAP Service relies on prepaid credits to work and has its own pricing. " -"To consult my current balance or to recharge my account, go to " +"To consult your current balance or to recharge your account, go to " ":menuselection:`Settings --> Odoo IAP --> View my Services`." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:19 msgid "" -"If I am on Odoo Online and have the Enterprise version, I benefit from free " -"credits to test our IAP features." +"If you are on Odoo Online and have the Enterprise version, you benefit from " +"free credits to test our IAP features." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:23 @@ -4111,10 +4111,10 @@ msgstr "Портал IAP" #: ../../content/applications/general/in_app_purchase.rst:40 msgid "" -"The IAP Portal is a platform regrouping my IAP Services. It is accessible " +"The IAP Portal is a platform regrouping your IAP Services. It is accessible " "from :menuselection:`Settings app --> Odoo IAP --> View my Services`. From " -"there, I can view my current balance, recharge my credits, review my " -"consumption and set a reminder to when credits are low." +"there, you can view your current balance, recharge your credits and set a " +"reminder when your balance falls below a threshold." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:48 @@ -4123,48 +4123,12 @@ msgstr "Отримуйте сповіщення, коли недостатньо #: ../../content/applications/general/in_app_purchase.rst:50 msgid "" -"To be notified when it’s time to recharge my credits, I’ll go to my IAP " -"Portal through :menuselection:`Settings app --> Odoo IAP --> View my " -"Services`, unfold a service and mark the Receive threshold warning option. " -"Then, I’ll provide a minimum amount of credits and email addresses. Now, " -"every time that the limit is reached, an automatic reminder will be sent to " -"by email!" -msgstr "" - -#: ../../content/applications/general/in_app_purchase.rst:60 -msgid "IAP services available" -msgstr "Доступні послуги IAP" - -#: ../../content/applications/general/in_app_purchase.rst:62 -msgid "" -"Different services are available depending on the hosting type of your " -"Database:" -msgstr "Різні послуги доступні в залежності типу хостингу вашої бази даних:" - -#: ../../content/applications/general/in_app_purchase.rst:64 -msgid "" -"*Odoo Online*: only the IAP services provided by Odoo can be used (i.e. the " -"SMS, Snailmail, Reveal and Partner Autocomplete features);" -msgstr "" - -#: ../../content/applications/general/in_app_purchase.rst:66 -msgid "" -"*Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by " -"Odoo and by third-party apps can be used." -msgstr "" -"*Odoo.sh та Odoo Enterprise (на власному сервері)*: можна використовувати " -"обидві послуги, які надаються Odoo, та сторонні модулі." - -#: ../../content/applications/general/in_app_purchase.rst:70 -msgid "Offering my own services" -msgstr "Запропонувати власні послуги" - -#: ../../content/applications/general/in_app_purchase.rst:72 -msgid "" -"I am more than welcome to offer my own IAP services through Odoo Apps! It is" -" the perfect opportunity to get recurring revenue for an ongoing service use" -" rather than — and possibly instead of — a sole initial purchase. Please, " -"find more information at: :doc:`/developer/howtos/provide_iap_services`." +"To be notified when it’s time to recharge your credits, you can go to your " +"IAP Portal through :menuselection:`Settings app --> Odoo IAP --> View my " +"Services`, unfold a service and check the Receive threshold warning option. " +"Then, you can provide a minimum amount of credits and email addresses. Now, " +"every time that the limit is reached, an automatic reminder will be sent by " +"email!" msgstr "" #: ../../content/applications/general/users.rst:5 diff --git a/locale/uk/LC_MESSAGES/inventory_and_mrp.po b/locale/uk/LC_MESSAGES/inventory_and_mrp.po index decb69599..e4b287df3 100644 --- a/locale/uk/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/uk/LC_MESSAGES/inventory_and_mrp.po @@ -5,18 +5,18 @@ # # Translators: # trolka , 2022 +# Martin Trigaux, 2023 # Alina Lisnenko , 2023 # Wil Odoo, 2023 -# Martin Trigaux, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-09-11 16:10+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:48+0000\n" -"Last-Translator: Martin Trigaux, 2023\n" +"Last-Translator: Wil Odoo, 2023\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -292,38 +292,50 @@ msgstr "" msgid "GS1 barcode nomenclature" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 msgid "" -"`GS1 nomenclature `_ consolidates multiple pieces of" -" information in a single barcode. Each piece needs to follow a specific " -"barcode pattern—which is a defined format of numbers, letters, special " -"characters, and character length—to ensure proper interpretation of the " -"barcode. By scanning the barcode on an unopened box, GS1 nomenclature can " -"identify the product, lot number, number of units contained, and more." +"`GS1 nomenclature `_ consolidates various product " +"and supply chain data into a single barcode. Odoo takes in `unique Global " +"Trade Item Numbers `_ (GTIN), " +"purchased by businesses, to enable global shipping, sales, and eCommerce " +"product listing." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:17 +msgid "" +"Configure GS1 nomenclature to scan barcodes of sealed boxes and identify " +"essential product information, such as |GTIN|, lot number, quantity " +"information, and more." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +msgid "" +"|GTINs| are unique product identification that **must** be `purchased from " +"GS1 `_ to use GS1 barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:25 msgid "" "`All GS1 barcodes `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:26 msgid "" ":ref:`Odoo's default GS1 rules `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:27 msgid "" ":ref:`Why's my barcode not working? `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:32 msgid "Set up barcode nomenclature" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:34 msgid "" "To use GS1 nomenclature, navigate to the :menuselection:`Inventory app --> " "Configuration --> Settings`. Then under the :guilabel:`Barcode` section, " @@ -334,473 +346,121 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 msgid "" -"Choose GS1 from dropdown and click the internal link to see the list of GS1 " +"Choose GS1 from dropdown and click the external link to see the list of GS1 " "rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:43 msgid "" -"To view and edit a list of GS1 *rules* and *barcode patterns* Odoo supports " -"by default, click the :guilabel:`➡️ (External link)` icon to the right of " -"the :guilabel:`Barcode Nomenclature` selection." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:33 -msgid "" -"Opening the pop-up table provides an editable view of GS1 :guilabel:`Rule " -"Names` available in Odoo. The table contains all the information that can be" -" condensed with a GS1 barcode, along with the corresponding " -":guilabel:`Barcode Pattern`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:38 -msgid "" -"After setting GS1 as the barcode nomenclature, :menuselection:`Barcode " -"Nomenclatures` can also be accessed by first enabling :ref:`developer mode " -"`. Navigate to :menuselection:`Inventory app --> " -"Configuration --> Barcode Nomenclatures` and finally, select " -":guilabel:`Default GS1 Nomenclature`." +"The list of GS1 *rules* and *barcode patterns* Odoo supports by default is " +"accessible by clicking the :guilabel:`➡️ (arrow)` icon to the right of the " +":guilabel:`Barcode Nomenclature` selection." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:46 -msgid "Use GS1 barcode" +msgid "" +"In the :guilabel:`Open: Nomenclature` pop-up table, view and edit the GS1 " +":guilabel:`Rule Names` available in Odoo. The table contains all the " +"information that can be condensed with a GS1 barcode, along with the " +"corresponding :guilabel:`Barcode Pattern`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:51 msgid "" -"To build GS1 barcodes in Odoo, combine multiple pieces of information using " -"the specified barcode pattern. The `application identifier " -"`_ (A.I.) " -"serves as the universal prefix for GS1 for barcode identification. Odoo uses" -" regular expressions to describe barcode patterns concisely. Each barcode " -"pattern begins with a required 2-4 digit :abbr:`A.I. (application " -"identifier)`, which corresponds to the rule defined in the system's " -":ref:`barcode nomenclature list `. By including the appropriate :abbr:`A.I. (application " -"identifier)` from the list, Odoo can accurately interpret GS1 barcodes. " -"While most barcode patterns have a flexible length, some specific patterns, " -"such as barcodes for dates, have defined length requirements." +"After setting GS1 as the barcode nomenclature, the :menuselection:`Barcode " +"Nomenclatures` settings can also be accessed by a hidden menu that's " +"discoverable after enabling :ref:`developer mode `. Once " +"enabled, navigate to the :menuselection:`Inventory app --> Configuration -->" +" Barcode Nomenclatures` menu and finally, select :guilabel:`Default GS1 " +"Nomenclature`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:60 -msgid "" -"Use the FNC1 separator (`\\x1D`) to end the barcode without needing to reach" -" the maximum character length." +msgid "Use GS1 barcodes in Odoo" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:62 msgid "" -"Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " -"and rules to follow. Otherwise, the following section contains examples of " -"how to generate a barcode for common items in a warehouse." +"For product identification using GS1 barcodes in Odoo, businesses obtain a " +"`unique GTIN `_ as an " +"internationally distinct product identifier purchased from GS1. This |GTIN| " +"is combined with specific product details following GS1's designated " +"*barcode pattern*. The barcode pattern's arrangement of numbers and letters " +"must adhere to GS1 conventions for accurate interpretation by global systems" +" along the supply chain." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:68 -msgid "Product + quantity + lot" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:70 msgid "" -"To build a GS1 barcode for a box that contains a product, number of units in" -" it, and the lot number, the following barcode patterns are used:" +"Every barcode starts with a 2-4 digit `application identifier " +"`_ (A.I.). " +"This required prefix universally indicates what kind of information the " +"barcode contains. Odoo follows GS1 rules for identifying information, as " +"detailed in the :ref:`default GS1 rules list `. Including the relevant |AI| from the list enables " +"Odoo to correctly interpret GS1 barcodes. While most barcode patterns have a" +" fixed length requirement, certain ones, such as lots and serial numbers, " +"have flexible length." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Name" -msgstr "Ім'я" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Rule Name" -msgstr "Назва правила" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "A.I." +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:77 +msgid "" +"For flexible-length barcode patterns not placed at the end of the GS1 " +"barcode, use the FNC1 separator (`\\\\x1D`) to end the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Barcode Pattern" -msgstr "Шаблон штрих-коду" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Field in Odoo" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:80 +msgid "" +"Example: The barcode pattern for lot numbers is 20 characters long. Instead " +"of creating a 20-character lot number barcode, like `LOT00000000000000001`, " +"use the FNC1 separator to make it shorter: `LOT001\\x1D`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "Product" -msgstr "Товар" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "Global Trade Item Number (GTIN)" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:84 +msgid "" +"Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " +"and rules to follow. Otherwise, refer to :ref:`this GS1 usage doc " +"` for specific examples of combining |GTIN| to" +" product information and configuring the workflow." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "01" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "(01)(\\\\d{14})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid ":guilabel:`Barcode` field on product form" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 -msgid "Quantity" -msgstr "Кількість" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "Variable count of items" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -msgid "30" -msgstr "30" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "(30)(\\\\d{0,8})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid ":guilabel:`Units` field on transfer form" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "Lot Number" -msgstr "Партійний номер" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -msgid "Batch or lot number" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "10" -msgstr "10" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid ":guilabel:`Lot` on Detailed Operations pop-up" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:88 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 -#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:14 -#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:9 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:42 -#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 -msgid "Configuration" -msgstr "Налаштування" - #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:90 -msgid "" -"To track products using lots, first enable the :ref:`Lots and Serial Numbers" -" ` feature. To do so, navigate " -"to :menuselection:`Inventory app --> Configuration --> Settings`. Next, " -"under the :guilabel:`Traceability` heading, check the box for " -":guilabel:`Lots & Serial Numbers`." +msgid ":ref:`Lots workflow `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:91 +msgid ":ref:`Non-unit quantities workflow `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:96 +msgid "Create rules" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:98 msgid "" -"Then, set up the product barcode by navigating to the intended product form " -"in :menuselection:`Inventory app --> Products --> Products` and selecting " -"the product. On the product form, click :guilabel:`Edit`. Then, in the " -":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " -"with the 14-digit `Global Trade Item Number (GTIN) " -"`_, which is a universal and " -"unique identifying number from GS1." +"GS1 rules are a specific format of information contained in the barcode, " +"beginning with an |AI| and containing a defined length of characters. " +"Scanning GS1 barcodes from the :ref:`default GS1 list " +"` auto-fills corresponding" +" data in the Odoo database." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:103 msgid "" -"On the product form, omit the :abbr:`A.I. (application identifier)` `01` for" -" GTIN product barcode pattern, as it is only used to encode multiple " -"barcodes into a single barcode that contains detailed information about the " -"package contents." +"Adding GS1 barcode rules in Odoo ensures accurate interpretation of unique, " +"non-standard GS1 formats." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:106 msgid "" -"To create a barcode for the product, `Fuji Apple`, enter the 14-digit GTIN " -"`12345678901231` in the :guilabel:`Barcode` field on the product form." +"To do so, begin by turning on :ref:`developer mode ` and " +"navigating to the :guilabel:`Barcode Nomenclatures` list in " +":menuselection:`Inventory app --> Configuration --> Barcode Nomenclatures`. " +"Then, select the :guilabel:`Default GS1 Nomenclature` list item." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Enter 14-digit GTIN into the Barcode field on product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:116 -msgid "" -"It is also possible to view a list of all products and barcodes. To access " -"this list, go to :menuselection:`Inventory --> Configuration --> Settings`. " -"Under the :guilabel:`Barcode` heading, click on the :guilabel:`Configure " -"Product Barcodes` button under the :guilabel:`Barcode Scanner` section. " -"Enter the 14-digit GTIN into the :guilabel:`Barcode` column, then click " -":guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "View the Product Barcodes page from inventory settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 -msgid "" -"Next, enable lots and serial number tracking on the product. Select the " -":guilabel:`Inventory` tab on the product form. Under :guilabel:`Tracking`, " -"choose the :guilabel:`By Lots` radio button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "" -"Enable product tracking by lots in the \"Inventory\" tab of the product " -"form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:136 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:198 -msgid "Scan barcode on receipt" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 -msgid "" -"To ensure accurate lot interpretation in Odoo on product barcodes scanned " -"during a receipt operation, navigate to the :menuselection:`Barcode` app to " -"manage the :ref:`receipt picking process `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 -msgid "" -"From the :guilabel:`Barcode Scanning` dashboard, click the " -":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " -"the list of vendor receptions to process. Receipts generated from :abbr:`POs" -" (Purchase Orders)` are listed, but new receipt operations can also be " -"created directly through the :menuselection:`Barcode` app using the " -":guilabel:`Create` button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:147 -msgid "" -"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" -" product barcodes and lot numbers with a barcode scanner. The scanned " -"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " -"open a window and manually enter quantities for specific lot numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:153 -msgid "" -"After placing a :abbr:`PO (Purchase Order)` for 50 apples, navigate to the " -"associated receipt. Scan the product barcode, and Odoo will prompt for the " -"lot number." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "" -"Scan the barcode for a product on the reception picking page in the " -"*Barcode* app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:160 -msgid "" -"Scan the lot number to process 1 of 50 apples. To avoid scanning 49 " -"remaining barcodes, click the :guilabel:`✏️ (pencil)` button next to the " -"desired lot number." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan lot number and click the pencil to edit quantities." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:167 -msgid "" -"Doing so opens a mobile-friendly keypad page to specify received quantities." -" Use the keypad to specify the :guilabel:`Units` for the lot number. When " -"finished, click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Change scanned quantities using pencil button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:174 -msgid "" -"Repeat this process to specify additional lot numbers and quantities in this" -" receipt. Once the :guilabel:`Units` are all accounted for, finish the " -"reception by clicking the :guilabel:`Validate` button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:178 -msgid "" -"Alternatively, scan the barcode containing the product, lot number, and " -"quantity to complete the receipt operation in fewer steps." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:182 -msgid "Product + non-unit quantity" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:184 -msgid "" -"To build a GS1 barcode that contains products measured in a non-unit " -"quantity, like kilograms, for example, the following barcode patterns are " -"used:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "Quantity in kilograms" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "310[0-5]" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -msgid "(310[0-5])(\\\\d{6})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 -msgid "" -"To confirm that quantities are correctly interpreted in Odoo, place an order" -" in the *Purchase* app using the appropriate unit of measure " -"(:guilabel:`UoM`) for the quantity of products to be purchased." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:205 -msgid "" -":ref:`Simplify vendor unit conversions with UoMs `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:207 -msgid "" -"After the order is placed, navigate to the :menuselection:`Barcode` app to " -":ref:`receive the vendor shipment `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 -msgid "" -"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " -"peaches by scanning the barcode. If `52.1 / 52.1` :guilabel:`kg` appears on " -"the page, this means the reception was processed without issue. Finally, " -"press :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 -msgid "" -"Note: the :abbr:`A.I. (application identifier)` for kilograms, `310` + `1`, " -"was used to represent `52.1` kg as a barcode: `000521`. This is because the " -"`1` represents how many digits from the right to place the decimal point." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan barcode screen for a reception operation in the Barcode app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 -msgid "" -"For additional verification purposes, the quantities of received products " -"are also recorded on the :guilabel:`Product Moves` report, accessible by " -"navigating to :menuselection:`Inventory app --> Reporting --> Product " -"Moves`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:227 -msgid "" -"The items on the :guilabel:`Product Moves` report are grouped by product by " -"default. To confirm the received quantities, click on a product line to open" -" its collapsible drop-down menu, which displays a list of *stock move lines*" -" for the product. The latest stock move matches the warehouse reception " -"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " -"scan, demonstrating that the records processed in the *Barcode* app were " -"properly stored in *Inventory*." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "Reception stock move record for 52.1 kg of peaches." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:240 -msgid "Create rules" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:242 -msgid "" -"If a supplier uses a GS1 barcode with a field not supported by Odoo's " -":ref:`default GS1 list `, " -"Odoo will fail to interpret the entire barcode. To ensure the complete " -"reading of the barcode, it is necessary to add the missing barcode to Odoo's" -" list." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:248 -msgid "" -"While the new field will be read, the information won't link to an existing " -"field in Odoo without developer customizations. However, adding new rules is" -" still useful to ensure the rest of the fields in the barcode are " -"interpreted correctly." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:252 -msgid "" -"Begin by turning on :ref:`developer mode ` and navigating to" -" the :guilabel:`Barcode Nomenclatures` list in :menuselection:`Inventory app" -" --> Configuration --> Barcode Nomenclatures`. Then, select the " -":guilabel:`Default GS1 Nomenclature` list item." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:110 msgid "" "On the :guilabel:`Default GS1 Nomenclature` page, select :guilabel:`Add a " "line` at the bottom of the table, which opens a window to create a new rule." @@ -816,24 +476,24 @@ msgid "" "about the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:266 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:120 msgid "" "After filling in the information, click the :guilabel:`Save & New` button to" " make another rule or click :guilabel:`Save & Close` to save and return to " "the table of rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:126 msgid "Barcode troubleshooting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:274 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 msgid "" "Since GS1 barcodes are challenging to work with, here are some checks to try" " when the barcodes are not working as expected:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:277 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:131 msgid "" "Ensure that the :guilabel:`Barcode Nomenclature` setting is set as " ":menuselection:`Default GS1 Nomenclature`. Jump to the :ref:`nomenclature " @@ -841,7 +501,7 @@ msgid "" "details." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:280 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:134 msgid "" "Ensure that the fields scanned in the barcode are enabled in Odoo. For " "example, to scan a barcode containing lots and serial numbers, make sure the" @@ -850,7 +510,7 @@ msgid "" "`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:284 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 msgid "" "Omit punctuation such as parentheses `()` or brackets `[]` between the " ":abbr:`A.I. (Application Identifier)` and the barcode sequence. These are " @@ -859,7 +519,7 @@ msgid "" " to :ref:`this section `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:288 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 msgid "" "When a single barcode contains multiple encoded fields, Odoo requires all " "rules to be listed in the barcode nomenclature for Odoo to read the barcode." @@ -867,11 +527,39 @@ msgid "" "add new rules in the barcode nomenclature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:295 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:146 +msgid "" +"Test barcodes containing multiple encoded fields, piece by piece, to figure " +"out which field is causing the issue." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:150 +msgid "" +"When testing a barcode containing the |GTIN|, lot number, and quantity, " +"start by scanning the |GTIN| alone. Then, test the |GTIN| with the lot " +"number, and finally, try scanning the whole barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:154 +msgid "" +"After diagnosing the encoded field is unknown, :ref:`add new rules " +"` to Odoo's default list to recognize " +"GS1 barcodes with unique specifications." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:159 +msgid "" +"While the new field will be read, the information won't link to an existing " +"field in Odoo without developer customizations. However, adding new rules is" +" necessary to ensure the rest of the fields in the barcode are interpreted " +"correctly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:166 msgid "GS1 nomenclature list" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:297 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:168 msgid "" "The table below contains Odoo's default list of GS1 rules. Barcode patterns " "are written in regular expressions. Only the first three rules require a " @@ -879,299 +567,793 @@ msgid "" "final character." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Rule Name" +msgstr "Назва правила" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Type" msgstr "Тип" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Barcode Pattern" +msgstr "Шаблон штрих-коду" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "GS1 Content Type" msgstr "Тип вмісту GS1" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Odoo field" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Serial Shipping Container Code" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package" msgstr "Упаковка" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "(00)(\\\\d{18})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "Numeric identifier" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package name" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Global Trade Item Number (GTIN)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Unit Product" msgstr "Одиничний товар" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "(01)(\\\\d{14})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid ":guilabel:`Barcode` field on product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "GTIN of contained trade items" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "(02)(\\\\d{14})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Packaging" msgstr "Упаковка" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "Ship to / Deliver to global location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Destination location" msgstr "Розташування призначення" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "(410)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Ship / Deliver for forward" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "(413)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Source location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "I.D. of a physical location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 msgid "Location" msgstr "Розташування" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "(414)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Batch or lot number" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Lot" msgstr "Партія" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 msgid "(10) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Alpha-numeric name" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Serial number" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "(21) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging Date" msgstr "Дата пакування" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "(13)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Date" msgstr "Дата" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Pack date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before Date" msgstr "Дата вжити до" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "(15)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration Date" msgstr "Термін дії" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "(17)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiry date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Variable count of items" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "Quantity" +msgstr "Кількість" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "(30)(\\\\d{0,8})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Measure" msgstr "Міра" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 msgid "UoM: Units" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Count of trade items" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "(37)(\\\\d{0,8})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Qty in units for containers (AI 02)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Net weight: kilograms (kg)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "(310[0-5])(\\\\d{6})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Qty in kg" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Length in meters (m)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "(311[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Qty in m" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Net volume: liters (L)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "(315[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Qty in L" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Net volume: cubic meters (m\\ :sup:`3`)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "(316[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Qty in m\\ :sup:`3`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Length in inches (in)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "(321[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Qty in inches" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Net weight/volume: ounces (oz)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "(357[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Qty in oz" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Net volume: cubic feet (ft\\ :sup:`3`)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "(365[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Qty in ft\\ :sup:`3`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging type" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging Type" msgstr "Тип пакування" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "(91) ([!\"%-/0-9:-?A-Z_a-z]{0,90})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Package type" msgstr "Тип упаковки" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:3 +msgid "GS1 barcode usage" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:10 +msgid "" +"GS1 barcodes provide a standardized format that barcode scanners can " +"interpret. They encode information in a :ref:`specific structure recognized " +"globally `, allowing scanners to understand and " +"process supply chain data consistently." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:14 +msgid "" +"Odoo *Barcode* interprets and prints GS1 barcodes, automating product " +"identification and tracking in warehouse operations such as receiving, " +"picking, and shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:17 +msgid "" +"The following sections contain examples of how Odoo uses GS1 barcodes " +"provided by the business to identify common warehouse items and automate " +"certain warehouse workflows." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:21 +msgid "" +"Odoo **does not** create GS1 barcodes. Businesses must purchase a unique " +"Global Trade Item Number (GTIN) from GS1. Then, they can combine their " +"existing GS1 barcodes with product and supply chain information (also " +"provided by GS1) to create barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:26 +msgid "`Purchase GTINs `_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:27 +msgid ":ref:`GS1 nomenclature `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:32 +msgid "Configure barcodes for product, quantity, and lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:34 +msgid "" +"To build a GS1 barcode that contains information about a product, its " +"quantities, and the lot number, the following barcode patterns and " +"Application Identifiers (A.I.) are used:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Name" +msgstr "Ім'я" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "A.I." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Field in Odoo" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Product" +msgstr "Товар" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:203 +msgid "01" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:139 +msgid "30" +msgstr "30" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid ":guilabel:`Units` field on transfer form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Lot Number" +msgstr "Партійний номер" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:143 +msgid "10" +msgstr "10" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid ":guilabel:`Lot` on Detailed Operations pop-up" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 +msgid "Configuration" +msgstr "Налаштування" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:54 +msgid "" +"First, :ref:`enable product tracking using lots " +"` by navigating to " +":menuselection:`Inventory app --> Configuration --> Settings`, and checking " +"the box for :guilabel:`Lots & Serial Numbers` under the " +":guilabel:`Traceability` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:58 +msgid "" +"Then, set up the product barcode by navigating to the intended product form " +"in :menuselection:`Inventory app --> Products --> Products` and selecting " +"the product. On the product form, click :guilabel:`Edit`. Then, in the " +":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " +"with the unique 14-digit `Global Trade Item Number (GTIN) " +"`_, which is a universally " +"recognized identifying number that is provided by GS1." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:66 +msgid "" +"On the product form, omit the |AI| `01` for |GTIN| product barcode pattern, " +"as it is only used to encode multiple barcodes into a single barcode that " +"contains detailed information about the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:72 +msgid "" +"To record the GS1 barcode for the product, `Fuji Apple`, enter the 14-digit " +"|GTIN| `20611628936004` in the :guilabel:`Barcode` field on the product " +"form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Enter 14-digit GTIN into the Barcode field on product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:80 +msgid "" +"To view a list of *all* products and their corresponding barcodes in the " +"Odoo database, navigate to :menuselection:`Inventory app --> Configuration " +"--> Settings`. Under the :guilabel:`Barcode` heading, click on the " +":guilabel:`Configure Product Barcodes` button under the :guilabel:`Barcode " +"Scanner` section. Enter the 14-digit |GTIN| into the :guilabel:`Barcode` " +"column, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "View the Product Barcodes page from inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:92 +msgid "" +"After activating tracking by lots and serial numbers from the settings page," +" specify that this feature is to be applied on each product by navigating to" +" the :guilabel:`Inventory` tab on the product form. Under " +":guilabel:`Tracking`, choose the :guilabel:`By Lots` radio button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "" +"Enable product tracking by lots in the \"Inventory\" tab of the product " +"form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:176 +msgid "Scan barcode on receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:103 +msgid "" +"To ensure accurate lot interpretation in Odoo on product barcodes scanned " +"during a receipt operation, navigate to the :menuselection:`Barcode` app to " +"manage the :ref:`receipt picking process `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:107 +msgid "" +"From the :guilabel:`Barcode Scanning` dashboard, click the " +":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " +"the list of vendor receipts to process. Receipts generated from :abbr:`POs " +"(Purchase Orders)` are listed, but new receipt operations can also be " +"created directly through the :menuselection:`Barcode` app using the " +":guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:112 +msgid "" +"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" +" product barcodes and lot numbers with a barcode scanner. The scanned " +"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " +"open a window and manually enter quantities for specific lot numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:118 +msgid "" +"After placing a :abbr:`PO (Purchase Order)` for fifty apples, navigate to " +"the associated receipt in the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:121 +msgid "" +"Scan the barcode containing the |GTIN|, quantity, and lot number. For " +"testing with a barcode scanner, below is an example barcode for the fifty " +"Fuji apples in Lot 2." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:129 +msgid "50 Fuji apples in Lot0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:199 +msgid "2D Matrix" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"2D matrix of GS1 barcode of 50 fuji apples with an assigned lot number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:202 +msgid "|AI| (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:204 +msgid "GS1 Barcode (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:137 +msgid "20611628936004" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:138 +msgid "|AI| (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:208 +msgid "GS1 Barcode (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:141 +msgid "00000050" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:142 +msgid "|AI| (lot)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:144 +msgid "GS1 Barcode (lot #)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:145 +msgid "LOT0002" +msgstr "LOT0002" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:210 +msgid "Full GS1 barcode" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:147 +msgid "0120611628936004 3000000050 10LOT0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:149 +msgid "" +":ref:`If the configuration is correct `," +" `50/50` :guilabel:`Units` processed will be displayed and the " +":guilabel:`Validate` button turns green. Click the :guilabel:`Validate` " +"button to complete the reception." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"Scan the barcode for a product on the reception picking page in the " +"*Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:160 +msgid "Configure barcode for product and non-unit quantity" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:162 +msgid "" +"To build a GS1 barcode that contains products measured in a non-unit " +"quantity, like kilograms, for example, the following barcode patterns are " +"used:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Quantity in kilograms" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "310[0-5]" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:178 +msgid "" +"To confirm that quantities are correctly interpreted in Odoo, place an order" +" in the *Purchase* app using the appropriate unit of measure " +"(:guilabel:`UoM`) for the quantity of products to be purchased." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:183 +msgid "" +":ref:`Simplify vendor unit conversions with UoMs `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:185 +msgid "" +"After the order is placed, navigate to the :menuselection:`Barcode` app to " +":ref:`receive the vendor shipment `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:189 +msgid "" +"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " +"peaches by scanning the barcode containing the |GTIN| and quantity of " +"peaches in kilograms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:197 +msgid "52.1 kg of Peaches" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "2D matrix of GS1 barcode of 52.1 kg of peaches." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:205 +msgid "00614141000012" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:206 +msgid "|AI| (kg, 1 decimal point)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:207 +msgid "3101" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:209 +msgid "000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:211 +msgid "0100614141000012 3101000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:213 +msgid "" +":ref:`If the configuration is correct `," +" `52.1 / 52.1` :guilabel:`kg` will be displayed and the :guilabel:`Validate`" +" button turns green. Finally, press :guilabel:`Validate` to complete the " +"validation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Scan barcode screen for a reception operation in the Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:222 +msgid "Verify product moves" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:224 +msgid "" +"For additional verification, the quantities of received products are also " +"recorded on the :guilabel:`Product Moves` report, accessible by navigating " +"to :menuselection:`Inventory app --> Reporting --> Product Moves`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:228 +msgid "" +"The items on the :guilabel:`Product Moves` report are grouped by product by " +"default. To confirm the received quantities, click on a product line to open" +" its collapsible drop-down menu, which displays a list of *stock move lines*" +" for the product. The latest stock move matches the warehouse reception " +"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " +"scan, demonstrating that the records processed in the *Barcode* app were " +"properly stored in *Inventory*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "Reception stock move record for 52.1 kg of peaches." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst:3 msgid "Process to Transfers" msgstr "" @@ -1855,6 +2037,7 @@ msgid "" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:115 msgid "" "Then, to change the month, click :guilabel:`December` to reveal the drop-" "down menu, and select the desired month." @@ -1945,55 +2128,191 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:5 msgid "" -"In most companies, the stock is only counted once a year. That's why by " -"default, after making an inventory adjustment in Odoo, the scheduled date " -"for the next count is set on the 31st of December. However, for some " -"businesses it's crucial to have an accurate inventory count at all times." +"For most companies, warehouse stock only needs to be counted once a year. " +"This is why, by default, after making an *inventory adjustment* in Odoo, the" +" scheduled date for the next inventory count is set for the 31st of December" +" of the current year." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:10 +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:9 msgid "" -"The goal of cycle counts is to keep critical stock levels accurate by " -"counting more often at key locations." +"However, for some businesses, it's crucial to have an accurate inventory " +"count at all times. These companies use *cycle counts* to keep critical " +"stock levels accurate. Cycle counting is a method by which companies count " +"their inventory more often in certain *locations*, to ensure that their " +"physical inventory counts match their inventory records." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:15 +msgid "Activate storage locations" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:17 msgid "" -"In Odoo, cycle counts are location-based. The frequency of the counts is " -"defined by the storage location. To activate storage locations, go to " -":menuselection:`Inventory --> Configuration --> Settings --> Warehouse` and " -"activate the :guilabel:`Storage Locations` setting. Next, click " -":guilabel:`Save` to apply the setting." +"In Odoo, cycle counts are location-based. Therefore, the *storage locations*" +" feature needs to be enabled before performing a cycle count." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:20 +msgid "" +"To enable this feature, navigate to :menuselection:`Inventory app --> " +"Configuration --> Settings`, and scroll down to the :guilabel:`Warehouse` " +"section. Then, click the checkbox next to :guilabel:`Storage Locations`. " +"Click :guilabel:`Save` to save all changes." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst-1 -msgid "Enable Storage Locations in Odoo settings." +msgid "Enabled storage locations setting in inventory settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:26 -msgid "Change the inventory frequency" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:28 -msgid "" -"To change a location's inventory frequency, first, go to the locations by " -"clicking :menuselection:`Inventory --> Configuration --> Locations`." +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:29 +msgid "Change inventory count frequency by location" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:31 msgid "" -"Then, click on a location to open the location settings. Next, click on " -":guilabel:`Edit`. In the :guilabel:`Inventory Frequency (Days)` field, set " -"the number of days. For example, a location that needs an inventory count " -"every 30 days would set the :guilabel:`Inventory Frequency (Days)` value to " -"`30`. Once the value is entered, click :guilabel:`Save` to apply the setting" -" to the location. Now, once an inventory adjustment is applied to this " -"location, the next scheduled count date will be automatically set based on " -"the number of days in the :guilabel:`Inventory Frequency (Days)` setting." +"Now that the storage locations setting is enabled, the inventory count " +"frequency can be changed for specific locations created in the warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:34 +msgid "" +"To view and edit locations, navigate to :menuselection:`Inventory app --> " +"Configuration --> Locations`. This reveals a :guilabel:`Locations` page " +"containing every location currently created and listed in the warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:38 +msgid "" +"From this page, click into a location to reveal the settings and " +"configuration page for that location. Click :guilabel:`Edit` to edit the " +"location settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:41 +msgid "" +"Under the :guilabel:`Cyclic Inventory` section, locate the " +":guilabel:`Inventory Frequency (Days)` field, which should be set to `0` (if" +" this location has not been edited previously). In this field, change the " +"value to whichever number of days is desired." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst-1 -msgid "Edit a location to change the inventory frequency." +msgid "Location frequency setting on location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:50 +msgid "" +"A location that needs an inventory count every 30 days should have the " +":guilabel:`Inventory Frequency (Days)` value set to `30`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:53 +msgid "" +"Once the frequency has been changed to the desired number of days, click " +":guilabel:`Save` to save changes. Now, once an inventory adjustment is " +"applied to this location, the next scheduled count date is automatically " +"set, based on the value entered into the :guilabel:`Inventory Frequency " +"(Days)` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:59 +msgid "Count inventory by location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:61 +msgid "" +"To perform a cycle count for a specific location in the warehouse, navigate " +"to :menuselection:`Inventory app --> Operations --> Inventory Adjustments`. " +"This reveals an :guilabel:`Inventory Adjustments` page containing all " +"products currently in stock, with each product listed on its own line." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:66 +msgid "" +"From this page, the :guilabel:`Filters` and :guilabel:`Group By` buttons (at" +" the top of the page, under the :guilabel:`Search...` bar), can be used to " +"select specific locations and perform inventory counts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst-1 +msgid "Inventory adjustments page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:74 +msgid "" +"To select a specific location and view all products within that location, " +"click :guilabel:`Group By`, then click :guilabel:`Add Custom Group` to " +"reveal a new drop-down menu to the right." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:77 +msgid "" +"Click :guilabel:`Location` from the drop-down menu, then click " +":guilabel:`Apply`. The page now displays condensed drop-down menus of each " +"location in the warehouse that has products in stock, and a cycle count can " +"be performed for all products in that location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:82 +msgid "" +"In large warehouses with multiple locations and a high volume of products, " +"it might be easier to search for the specific location desired. To do this, " +"from the :guilabel:`Inventory Adjustments` page, click :guilabel:`Filters`. " +"Then, click :guilabel:`Add Custom Filter` to reveal a new menu to the right." +" Click this menu to reveal three drop-downs." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:87 +msgid "" +"For the first field, click and select :guilabel:`Location` from the drop-" +"down. For the second field, leave the :guilabel:`contains` value as is. For " +"the third field, type in the name of the location that is being searched " +"for. Click :guilabel:`Apply` for that location to appear on the page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst-1 +msgid "Applied filters and group by on inventory adjustments page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:97 +msgid "Change full inventory count frequency" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:99 +msgid "" +"While cycle counts are typically performed per location, the scheduled date " +"for full inventory counts of everything in-stock in the warehouse can also " +"be manually changed to push the date up sooner than the date listed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:103 +msgid "" +"To modify the default scheduled date, go to :menuselection:`Inventory app " +"--> Configuration --> Settings`. Then, in the :guilabel:`Operations` " +"section, locate the :guilabel:`Annual Inventory Day and Month` setting " +"field, which includes a drop-down that is set to `31` :guilabel:`December` " +"by default." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst-1 +msgid "Frequency field in inventory app settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:112 +msgid "" +"To change the day, click the `31`, and change it to a day within the range " +"`1-31`, depending on the desired month of the year." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:118 +msgid "" +"Once all changes have been made, click :guilabel:`Save` to save all changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/inventory_adjustments/cycle_counts.rst:121 +msgid "" +":doc:`/applications/inventory_and_mrp/inventory/management/inventory_adjustments/count_products`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/lots_serial_numbers.rst:5 @@ -4096,403 +4415,596 @@ msgid "Planning" msgstr "Планування" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:3 -msgid "How is the Scheduled Delivery Date Computed" +msgid "Scheduled delivery dates" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:5 msgid "" -"Providing the best possible service to customers is vital for business. It " -"implies planning every move: manufacturing orders, deliveries, receptions, " -"and so on. To do so, you need to configure lead time properly and coordinate" -" scheduled dates." +"Accurately forecasting delivery dates is vital for fulfilling customer " +"expectations. In Odoo, the *Inventory* app allows for comprehensive lead " +"time configuration, allowing coordination and planning of manufacturing " +"orders, deliveries, and receptions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:9 -msgid "" -"By using lead times, Odoo provides end dates, the **Commitment Date**, for " -"each process. On a sales order, for example, this is the date your customer " -"will get the products he ordered." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:10 +msgid "Lead time types" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:12 msgid "" -"From the customers’ side, the commitment date is important because it gives " -"them an estimation of when they will receive their products. The dates take " -"all other lead times, such as manufacturing, delivery, or suppliers, into " -"account." +"Different lead times for different operations can impact various stages of " +"the order fulfillment process. Here's a summary of the types of lead times " +"in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "Show graphic of all lead times working together." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:19 -msgid "How are Lead Times Calculated?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:27 msgid "" -"As said above, there are several types of lead times. Each is calculated " -"based on various indicators. Before going through the configuration, here is" -" a brief summary of how lead times are calculated and what they are:" +":ref:`Customer lead time `: The default " +"time frame for fulfilling customer orders. The customer lead time is the " +"number of days from the date the sales order (SO) is confirmed to the date " +"the products are shipped from the warehouse. This is also known as *delivery" +" lead time*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:24 msgid "" -"**Customer Lead Time**: the customer lead time is the default duration you " -"set. Therefore, the expected date on the sales orders is today + customer " -"lead time." +":ref:`Sales security lead time `: " +"moves the *scheduled delivery date* forward by a specified number of days. " +"This serves as a buffer to allow the team ample time to prepare the outgoing" +" shipment earlier, considering the possibility of delays in the fulfillment " +"process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:29 msgid "" -"**Sales Security Lead Time**: the purpose is to be ready shipping that many " -"days before the actual commitment taken with the customer. Then, the default" -" scheduled date on the delivery order is **SO delivery date - Security Lead " -"Time**." +":ref:`Purchase lead time `: the number of " +"days from the confirmation of a purchase order (PO) to the receipt of " +"products. It provides insight on the time it takes for products to arrive at" +" the warehouse, facilitating effective scheduling and planning of supplier " +"deliveries." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:34 msgid "" -"**Purchase Security Lead Time**: margin of error for vendor lead times. When" -" the system generates Purchase Orders for procuring products, they will be " -"scheduled that many days earlier to cope with unexpected vendor delays." +":ref:`Purchase security lead time `: advances the order deadline on a :abbr:`PO (Purchase Order)` by a " +"specified number of days. This proactive approach of placing orders earlier " +"mitigates the risk of vendor or shipping delays. Thus, for products that are" +" set to replenish to order, the need appears on the *Replenishment report* " +"earlier, according to the specified number of days." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:40 msgid "" -"**Purchase Delivery Lead Time**: this is the expected time between a PO " -"being confirmed and the receipt of the ordered products. The **Receipt " -"scheduled date - Vendor delivery date** is the default *PO Order By* date." +":ref:`Manufacturing lead time `: the number " +"of days needed to complete a manufacturing order (MO) from the date of " +"confirmation. This lead time includes weekends (non-working hours in Odoo), " +"and is used to forecast an approximate production date for a finished good." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:45 msgid "" -"**Days to Purchase**: number of days the purchasing department takes to " -"validate a PO. If another RFQ to the same vendor is already opened, Odoo " -"adds the line to the RFQ instead of creating a new one. Then, the specific " -"date is set on the line." +":ref:`Manufacturing security lead time `: moves the scheduled date of the :abbr:`MO (Manufacturing Order)` " +"forward by a specified number of days. When used in conjunction with " +":ref:`replenish to order `, the " +"security lead time makes the need appear earlier on the replenishment " +"report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:53 +msgid "Sales lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:55 msgid "" -"**Manufacturing Lead Time**: this is the expected time it takes to " -"manufacture a product. This lead time is independent of the quantity to " -"produce and does not take the routing time into account." +"Customer lead times and sales security lead times can be configured to " +"automatically compute an *expected delivery date* on a :abbr:`SO (Sales " +"Order)`. The expected delivery date ensures a realistic *delivery dates* " +"setting for shipments from the warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:59 msgid "" -"**Manufacturing Security Lead Time**: additional time to mitigate the risk " -"of a manufacturing delay. In case of a *Replenish to Order*, the **Delivery " -"Order scheduled date - Manufacturing Lead Time - Manufacturing Security Lead" -" Time** is the default *Manufacturing Order* planned date." +"Odoo issues a warning message if the set delivery date is earlier than the " +"expected date, as it may not be feasible to fulfill the order by that time, " +"which would impact other warehouse operations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:68 -msgid "Sales - Lead Times" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:63 msgid "" -"In the *Sales* app, there is an option called *Delivery Date*. It allows " -"seeing an additional field on the sales orders, *Expected Date*. This one is" -" automatically computed based on the different lead times previously " -"configured." +"A :abbr:`SO (Sales Order)` containing a `Coconut-scented candle` is " +"confirmed on July 11th. The product has a customer lead time of 14 days, and" +" the business uses a sales security lead time of 1 day. Based on the lead " +"time inputs, Odoo suggests a delivery date in 15 days, on July 26th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"View of the delivery settings to have the delivery lead time taken into " -"account" +"Set *Delivery Date* in a sales order. Enables delivery lead times feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:71 msgid "" -"If the set up *Delivery Date* is earlier than the the *Expected Date*, a " -"warning message is displayed." +"The following sections demonstrate how to automatically compute expected " +"delivery dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:74 +msgid "Customer lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:76 msgid "" -"View of the error that occurs when trying to choose an earlier date than what calculated\n" -"by Odoo" +"Set the customer lead time on each product form, by navigating to the " +"products page. To do so, go to :menuselection:`Sales app --> Products --> " +"Products`. From there, select the desired product, and switch to the " +":guilabel:`Inventory` tab. Then, under the :guilabel:`Customer Lead Time` " +"field, fill in the number of calendar days required to fulfill the delivery " +"order from start to finish." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:82 msgid "" -"But, for all of this properly working, it is still necessary to configure " -"all the lead times that could occur." +"Set a 14-day customer lead time for the `Coconut-scented candle` by " +"navigating to its product form. Then, in the :guilabel:`Inventory` tab, type" +" `14.00` days into the :guilabel:`Customer Lead Time` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:91 -msgid "Customer Lead Time" -msgstr "Термін доставки клієнту" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Set *Customer Lead Time* on the product form." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:93 -msgid "" -"The *Customer Lead Time* is the time needed for your product to go from your" -" warehouse to the customer place. It can be configured on any product by " -"going to :menuselection:`Sales --> Products --> Products`. There, open your " -"product form, go in the inventory tab, and add your *Customer Lead Time*." +msgid "Sales security lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the customer lead time configuration from the product form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:95 +msgid "" +"*Sales security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:98 msgid "" -"For example, product B is ordered on the 2nd of April but the *Customer Lead" -" Time* is two days. In that case, the expected delivery date is the 4th of " -"April." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Sales`, and " +"click the checkbox to enable the feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:108 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 -msgid "Security Lead Time" -msgstr "Час проведення безпеки" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:101 msgid "" -"In sales, *Security Lead Time* corresponds to backup days to ensure you are " -"able to deliver the products in time. The purpose is to be ready shipping " -"earlier in order to arrive on time." +"Next, enter the desired number of calendar days. This security lead time is " +"a buffer notifying the team to prepare for outgoing shipments earlier than " +"the scheduled date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:105 msgid "" -"The number of security days is subtracted from the calculation to compute a " -"scheduled date earlier than the one promised to the customer." +"Setting the :guilabel:`Security Lead Time for Sales` to `1.00` day, pushes " +"the :guilabel:`Scheduled Date` of a delivery order (DO) forward by one day. " +"In that case, if a product is initially scheduled for delivery on April 6th," +" but with a one-day security lead time, the new scheduled date for the " +"delivery order would be April 5th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"View of the security lead time for sales configuration from the sales " +"settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:115 +msgid "Deliver several products" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:117 msgid "" -"To set this up, go to :menuselection:`Inventory --> Configuration --> " -"Settings` and enable the feature *Security Lead Time for Sales*." +"For orders that include multiple products with different lead times, the " +"lead times can be configured directly from the quotation itself. On a " +"quotation, click the :guilabel:`Other Info` tab, and set the " +":guilabel:`Shipping Policy` to:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:121 +msgid "" +":guilabel:`As soon as possible` to deliver products as soon as they are " +"ready. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is " +"determined by adding today's date to the shortest lead time among the " +"products in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:125 +msgid "" +":guilabel:`When all products are ready` to wait to fulfill the entire order " +"at once. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` " +"is determined by adding today's date to the longest lead time among the " +"products in the order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "" -"View of the security lead time for sales configuration from the sales " -"settings" +msgid "Show *Shipping Policy* field in the *Other Info* tab of a quotation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:134 msgid "" -"For example, product B is scheduled to be delivered on the 6th of April but " -"the *Security Lead Time* is one day. In that case, the scheduled date for " -"the delivery order is the 5th of April." +"In a quotation containing 2 products, `Yoga mat` and `Resistance band,` the " +"products have a lead time of 8 days and 5 days, respectively. Today's date " +"is April 2nd." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:129 -msgid "Deliver several products" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:137 +msgid "" +"When the :guilabel:`Shipping Policy` is set to :guilabel:`As soon as " +"possible`, the scheduled delivery date is 5 days from today: April 7th. On " +"the other hand, selecting :guilabel:`When all products are ready` configures" +" the scheduled date to be 8 days from today: April 10th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:131 -msgid "" -"In many cases, customers order several products at the same time. Those can " -"have different lead times but still need to be delivered, at once or " -"separately. Fortunately, Odoo can help you handle these cases easily." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:135 -msgid "" -"From the *Other Info* tab of your *Sale Order*, you can choose between *When" -" all products are ready* and *As soon as possible*. The first one is to " -"deliver products at once, while the second is to deliver them separately." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:140 -msgid "" -"For example, products A and B are ordered at the same time. A has 8 lead " -"days and B has 5. With the first option, the *Expected Date* is calculated " -"based on the product with the most lead days, here A. If the order is " -"confirmed on the 2nd of April, then the *Expected Date* is on the 10th of " -"April." +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:144 +msgid "Purchase lead times" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:146 msgid "" -"With the second option, the *Expected Date* is calculated based on the " -"product with the least customer lead days. In this example, B is the product" -" with the least lead days. So, the *Expected Date* is on the 7th of April." +"Automatically determining the dates on which to place orders from suppliers " +"can help simplify the procurement process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:152 -msgid "Purchase - Lead Times" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:155 -msgid "Supplier Lead Time" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:149 msgid "" -"The *Supplier Lead Time* is the time needed for a product you purchased to " -"be delivered. To configure it, open a product from :menuselection:`Purchase " -"--> Products --> Products` and add a vendor under the *Purchase* tab." +"Odoo calculates the supplier shipment *receipt date*, and :abbr:`PO " +"(Purchase Order)` deadline, based on the required date the product is needed" +" in the warehouse. By working backwards from the receipt date, vendor lead " +"times and purchase security lead times are taken into account, in order to " +"determine the :abbr:`PO (Purchase Order)` deadline." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:154 +msgid "" +"This deadline is the date by which the order should be confirmed, in order " +"to ensure timely arrival by the expected receipt date." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the way to add vendors to products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:166 msgid "" -"By clicking on *Add a line*, a new window is displayed. You can specify the " -"*Delivery Lead Time* there. If done so, the delivery day for every purchase " -"of that product is now equal to *Date of the Purchase Order + Delivery Lead " -"Time*." +"Visualization of PO deadline and receipt date used with vendor lead times." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the delivery lead time configuration from a vendor form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:162 +msgid "" +":ref:`PO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:165 +msgid "Vendor lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:167 +msgid "" +"To set a vendor lead time for orders arriving in the warehouse from a vendor" +" location, begin by navigating to a product form through " +":menuselection:`Purchase app --> Products --> Products`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:170 +msgid "" +"Next, select the desired product, and switch to the :guilabel:`Purchase` " +"tab. In the editable vendor pricelist, click the :guilabel:`Add a line` " +"button to add vendor details, such as the :guilabel:`Vendor` name, " +":guilabel:`Price` offered for the product, and lastly, the " +":guilabel:`Delivery Lead Time`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:176 msgid "" -"It is possible to add different vendors and, thus, different lead times " -"depending on the vendor." +"Multiple vendors and lead times can be added to the vendor pricelist. The " +"default vendor and lead time selected will be the entry at the top of the " +"list." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 msgid "" -"The *Security Lead Time* for purchase follows the same logic as the one for " -"*Sales*, except that you are the customer. Then, it is the margin of error " -"for your supplier to deliver your order." +"On the vendor pricelist of the product form, the :guilabel:`Delivery Lead " +"Time` for the selected vendor is set to `10 days.`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Add delivery lead times to vendor pricelist on a product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:187 msgid "" -"To set up *Security Lead Time* for purchase, go to :menuselection:`Inventory" -" --> Configuration --> Settings` and enable the feature." +"By setting the vendor lead time, the expected arrival date of the item is " +"automatically determined as the date of the :abbr:`PO (Purchase Order)` " +"confirmation, plus the vendor lead time. This ensures that warehouse " +"employees are notified, if the products do **not** arrive within the " +"expected timeframe." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:193 msgid "" -"View of the security lead time for purchase from the inventory settings" +"On a :abbr:`PO (Purchase Order)` confirmed on July 11th, for a product " +"configured with a 10-day vendor lead time, Odoo automatically sets the " +":guilabel:`Receipt Date` to July 21st. The receipt date also appears as the " +":guilabel:`Scheduled Date` on the warehouse receipt form, accessible from " +"the :guilabel:`Receipt` smart button, located on the :guilabel:`PO (Purchase" +" Order)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Show expected *Receipt Date* of the product from the vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" -"Doing so, every time the system generates purchase orders, those are " -"scheduled that many days earlier to cope with unexpected vendor delays." +"Show expected *Scheduled Date* of arrival of the product from the vendor." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:198 -msgid "Manufacturing - Lead Times" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:201 -msgid "Manufacturing Lead Time" -msgstr "Час виконання виробництва" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:203 -msgid "" -"The *Manufacturing Lead Time* is the time needed to manufacture the product." -" To specify it, open the *Inventory* tab of your product form and add the " -"number of days the manufacturing takes." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "" -"View of the manufacturing lead time configuration from the product form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:209 +msgid "Purchase security lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:211 msgid "" -"When working with *Manufacturing Lead Times*, the *Deadline Start* of the " -"*MO* is **Commitment Date - Manufacturing Lead Time**. For example, the MO’s" -" deadline start date for an order having a commitment date on the 10th of " -"July is June 27th." +"*Purchase security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:214 msgid "" -"The *Security Lead Time* for manufacturing allows generating manufacturing " -"orders earlier to cope with the risk of manufacturing delays." +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Purchase`, and" +" click the checkbox to enable the feature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 msgid "" -"To enable it, go to :menuselection:`Manufacturing --> Configuration --> " -"Settings` and tick *Security Lead Time*." +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in supplier " +"deliveries." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:221 +msgid "" +"Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, " +"pushes the :guilabel:`Scheduled Date` of receipt back by one day. In that " +"case, if a product is initially scheduled to arrive on April 6th, with a " +"two-day security lead time, the new scheduled date for the receipt would be " +"April 8th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"Set security lead time for purchase from the Inventory > Configuration > " +"Settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:233 +msgid "Manufacturing lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:235 +msgid "" +"Lead times can help simplify the procurement process for consumable " +"materials and components used in manufactured products with bills of " +"materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the deadline to " +"begin the manufacturing process to complete the product by the scheduled " +"delivery date, can be determined by configuring the manufacturing lead times" +" and manufacturing security lead times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "" +"Visualization of the determination of planned MO date manufacturing lead " +"times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:247 +msgid "Manufacturing lead time" +msgstr "Термін виконання виробництва" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:249 +msgid "" +"Configure the manufacturing lead time directly on the product form, by " +"navigating to :menuselection:`Manufacturing app --> Products --> Products`, " +"and select the desired product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:252 +msgid "" +"In the :guilabel:`Inventory` tab of the product, specify the calendar days " +"needed to the manufacture the product in the :guilabel:`Manufacturing Lead " +"Time` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 +msgid "" +"Specify a 14-day :guilabel:`Manufacturing Lead Time` for a product directly " +"in the :guilabel:`Inventory` tab of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"View of the manufacturing lead time configuration from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:263 +msgid "" +"Establish a :abbr:`MO (Manufacturing Order)` deadline, based on the " +"*expected delivery date*, indicated in the :guilabel:`Scheduled Date` field " +"of the :abbr:`DO (Delivery Order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:266 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the " +":guilabel:`Scheduled Date` field on the :abbr:`MO (Manufacturing Order)`, is" +" calculated as the *expected delivery date* subtracted by the manufacturing " +"lead time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:270 +msgid "" +"This ensures the manufacturing process begins on time, in order to meet the " +"delivery date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:272 +msgid "" +"However, it's important to note that lead times are based on calendar days. " +"Lead times do **not** consider weekends, holidays, or *work center capacity*" +" (:dfn:`the number of operations that can be performed at the work center " +"simultaneously`)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:277 +msgid ":ref:`Manufacturing planning `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:278 +msgid "" +":ref:`Configure automatic MO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:282 +msgid "" +"A product's scheduled shipment date on the :abbr:`DO (Delivery Order)` is " +"August 15th. The product requires 14 days to manufacture. So, the latest " +"date to start the :abbr:`MO (Manufacturing Order)` to meet the commitment " +"date is August 1st." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:289 +msgid "Manufacturing security lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:291 +msgid "" +"*Manufacturing security lead time* is set globally for the business in " +":menuselection:`Manufacturing app --> Configuration --> Settings`. Under the" +" :guilabel:`Planning` heading, locate the box for :guilabel:`Security Lead " +"Time`, and click the checkbox to enable the feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:295 +msgid "" +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in the " +"manufacturing process." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" "View of the security lead time for manufacturing from the manufacturing app " -"settings" +"settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:303 msgid "" -"For example, a customer orders B with a delivery date scheduled on the 20th " -"of June. The *Manufacturing Lead Time* is 14 days and the *Security Lead " -"Time* is 3 days, so the manufacturing of B needs to start at the latest on " -"the 3rd of June, which is the MO’s planned date." +"A product has a scheduled shipment date on the :abbr:`DO (Delivery Order)` " +"set for August 15th. The manufacturing lead time is 7 days, and " +"manufacturing security lead time is 3 days. So, the :guilabel:`Scheduled " +"Date` on the :abbr:`MO (Manufacturing Order)` reflects the latest date to " +"begin the manufacturing order. In this example, the planned date on the " +":abbr:`MO (Manufacturing Order)` is August 5th." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:236 -msgid "Global Example" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:310 +msgid "Global example" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 -msgid "Here is a configuration:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:240 -msgid "1 day of security lead time for Sales" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:241 -msgid "2 days of security lead time for Manufacturing" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:242 -msgid "3 days of manufacturing lead time" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:243 -msgid "1 day of security lead time for Purchase" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:244 -msgid "4 days of supplier lead time" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:246 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:312 msgid "" -"Let’s say that a customer orders B on the 1st of September and the delivery " -"date is planned to be within 20 days (September 20th). In such a scenario, " -"here is when all the various steps are triggered." +"See the following example to understand how all the lead times work together" +" to ensure timely order fulfillment:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:250 -msgid "**September 1st**: the sales order is created" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:315 +msgid "**Sales security lead time**: 1 day" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:316 +msgid "**Manufacturing security lead time**: 2 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:317 +msgid "**Manufacturing lead time**: 3 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:318 +msgid "**Purchase security lead time**: 1 day" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:319 +msgid "**Vendor lead time**: 4 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:321 msgid "" -"**September 10th**: the deadline to order components from the supplier " -"because of the manufacturing process (4 days of supplier lead time)" +"The customer places an order for a manufactured product on September 1st, " +"and the scheduled delivery date from the warehouse is on September 20th. " +"Odoo uses lead times and automated reordering rules to schedule the " +"necessary operations, based on the outgoing shipment delivery date, " +"September 20th:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" -"**September 13th**: the reception of the product from the supplier (1 day of" -" security lead time for Purchase)" +"Show timeline of how lead times work together to schedule warehouse " +"operations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 -msgid "" -"**September 14th**: the deadline start date for the manufacturing (19th - 3 " -"days of manufacturing lead time - 2 days of security lead time for " -"Manufacturing)" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:329 +msgid "**September 1st**: Sales order created, confirmed by salesperson." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:259 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:331 msgid "" -"**September 19th**: the expected date on the delivery order form (1 day of " -"security lead time for sales)" +"**September 9th**: Deadline to order components to ensure they arrive in " +"time when manufacturing begins (4-day supplier lead time)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:334 +msgid "" +"**September 13th**: Scheduled date of receipt for components. Initially, it " +"was set to 9/14, but the 1-day purchase security lead time pushed the date " +"earlier by 1 day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:337 +msgid "" +"**September 14th**: Deadline to begin manufacturing. Calculated by " +"subtracting the manufacturing lead time of 3 days, and the manufacturing " +"security lead time of 2 days, from the expected delivery date of September " +"19th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:341 +msgid "" +"**September 19th**: :guilabel:`Scheduled Date` on the delivery order form " +"indicates the updated expected delivery date, which was originally set as " +"September 20th. But the sales security lead time pushed the date forward by " +"a day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:345 +msgid "" +"Odoo's replenishment planning maps a business' order fulfillment process, " +"setting pre-determined deadlines and raw material order dates, including " +"buffer days for potential delays. This ensures products are delivered on " +"time." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/products.rst:5 @@ -4705,7 +5217,7 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:7 msgid "" "Reordering rules are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" @@ -4713,7 +5225,7 @@ msgid "" "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:11 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -4723,11 +5235,11 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:19 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :guilabel:`Inventory --> Products --> " @@ -4735,7 +5247,7 @@ msgid "" ":guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:23 msgid "" "First, on the :guilabel:`General Information` tab, make sure that the " ":guilabel:`Product Type` is set to :guilabel:`Storable Product`. This is " @@ -4747,7 +5259,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:29 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:31 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -4758,7 +5270,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:38 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -4772,7 +5284,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:47 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -4780,7 +5292,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:51 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -4792,46 +5304,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:62 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory --> " "Configuration --> Reordering Rules`, then click :guilabel:`Create`, and fill" " out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:66 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:67 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:70 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:73 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -4842,7 +5354,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:81 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory --> Products --> Products`, then " @@ -4850,7 +5362,7 @@ msgid "" "then fill out the new line as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:85 msgid "" "Once a reordering rule has been created for a product, if its forecasted " "quantity is below the rule's minimum quantity when the scheduler runs, a " @@ -4858,7 +5370,7 @@ msgid "" "the scheduler runs once each day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:90 msgid "" "To manually trigger a reordering rule before the scheduler runs, select " ":menuselection:`Inventory --> Operations --> Run Scheduler`. Then, select " @@ -4866,7 +5378,7 @@ msgid "" "aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:94 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -4874,7 +5386,7 @@ msgid "" "for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:98 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -4882,11 +5394,11 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 msgid "Set a preferred route for reordering" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:105 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -4894,7 +5406,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:109 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to if multiple are selected. " @@ -4902,7 +5414,7 @@ msgid "" ":menuselection:`Inventory --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:113 msgid "" "By default, the :guilabel:`Preferred Route` column is hidden on the " ":guilabel:`Reordering Rules` page. Enable it by selecting the :guilabel:`⋮ " @@ -4911,7 +5423,7 @@ msgid "" ":guilabel:`Preferred Route` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:118 msgid "" "Click inside of the column on the row of a reordering rule and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -4922,13 +5434,177 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:126 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " "that is listed first on the :guilabel:`Inventory` tab of the product form." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:3 +msgid "Scrap inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:5 +msgid "" +"In some cases, a product in inventory may be damaged or found to be " +"defective. If it is not possible to repair or return the product, Odoo " +"*Inventory* allows users to scrap it, ensuring that usable inventory counts " +"remain accurate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 +msgid "" +"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " +"Operations --> Scrap`. Each scrap order shows the date and time the order " +"was created, along with the product and quantity that was scrapped." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:14 +msgid "" +"To view the total quantity of each item scrapped, navigate to " +":menuselection:`Inventory --> Configuration --> Locations`. Remove the " +":guilabel:`Internal` filter from the :guilabel:`Search...` bar to display " +"virtual locations. Finally, select the :guilabel:`Virtual Locations/Scrap` " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:19 +msgid "" +"By default, scrapping a product removes it from physical inventory, and " +"places it in a virtual location titled *Virtual Locations/Scrap*. A virtual " +"location is **not** a physical space, but rather a designation in Odoo that " +"is used to track items that are no longer in physical inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:23 +msgid "Learn more" +msgstr "Дізнатися більше" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:25 +msgid "" +"For more information about virtual locations, see the documentation about " +"the different types of :ref:`locations `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:29 +msgid "Scrap from stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:31 +msgid "" +"To scrap a product located in inventory, begin by navigating to " +":menuselection:`Inventory --> Operations --> Scrap`. On the :guilabel:`Scrap" +" Orders` page, click :guilabel:`Create` to configure a new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:35 +msgid "" +"On the scrap order, select the product being scrapped from the " +":guilabel:`Product` drop-down menu, then enter the quantity in the " +":guilabel:`Quantity` field. The :guilabel:`Source Location` defaults to the " +"location where the product is stored, and the :guilabel:`Scrap Location` " +"defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can be " +"changed by selecting a different location from their respective drop-down " +"menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "A new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:45 +msgid "" +"Finally, click :guilabel:`Validate` to scrap the product. The on-hand " +"inventory count for the scrapped product updates to subtract the scrapped " +"quantity." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:49 +msgid "Scrap from a receipt, transfer, or delivery" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:51 +msgid "" +"It is also possible to scrap products during the receipt, transfer, and " +"delivery operations. This can be necessary if any products are found to be " +"defective when receiving them into inventory, transferring them from one " +"location to another, or preparing them for delivery." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:55 +msgid "" +"To scrap a product during the receipt, transfer, or delivery operations, " +"begin by navigating to the :menuselection:`Inventory` app. On the " +":guilabel:`Overview` page, select the :guilabel:`# TO PROCESS` button on the" +" :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or " +":guilabel:`Delivery Orders` card, depending on the type of operation the " +"product is being scrapped from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:61 +msgid "" +"For the :guilabel:`Internal Transfers` card to appear on the " +":menuselection:`Overview` page of the :menuselection:`Inventory` app, the " +":guilabel:`Storage Locations` setting must be enabled. To do so, navigate to" +" :menuselection:`Configuration --> Settings`, then enable the checkbox next " +"to :guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:66 +msgid "" +"Alternatively, a list of all delivery orders, receipts, and transfers can be" +" viewed by navigating to :menuselection:`Inventory --> Operations --> " +"Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:69 +msgid "" +"Next, open a delivery order, receipt, or transfer from the corresponding " +"page by clicking on it. A :guilabel:`Scrap` button appears at the top of the" +" page. Click it to open the :guilabel:`Scrap` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The scrap pop-up in the Inventory app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:78 +msgid "" +"The :guilabel:`Scrap` button will only appear on a receipt that has been " +"validated. This is because Odoo only allows products to be scrapped once " +"they have been entered into inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:81 +msgid "" +"On the :guilabel:`Scrap` pop-up window, select the product being scrapped " +"from the :guilabel:`Product` drop-down menu. Then, enter the quantity in the" +" :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:84 +msgid "" +"The :guilabel:`Source Location` defaults to the location where the product " +"is stored, and the :guilabel:`Scrap Location` defaults to :guilabel:`Virtual" +" Locations/Scrap`, but either of these can be changed by selecting a " +"different location from their respective drop-down menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:88 +msgid "" +"Finally, click :guilabel:`Done` to scrap the product. After doing so, the " +":guilabel:`Scrap` pop-up window disappears and a :guilabel:`Scraps` smart " +"button appears in the top right of the page. Click it to view all of the " +"scrap orders created from that operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The Scraps smart button." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:3 msgid "Selecting a replenishment strategy" msgstr "" @@ -4948,7 +5624,7 @@ msgid "Terminology" msgstr "Термінологія" #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:19 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 msgid "Replenishment report and reordering rules" msgstr "" @@ -4973,24 +5649,24 @@ msgid "" "from the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:31 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 msgid "Make to order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:35 msgid "" "*Make to order (MTO)* is a procurement route that creates a draft purchase " "order (or manufacturing order) each time a sales order is confirmed, " "**regardless of the current stock level**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:38 msgid "" "Unlike products replenished using reordering rules, Odoo automatically links" " the sales order to the |PO| or |MO| generated by the |MTO| route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:41 msgid "" "Another difference between reordering rules and |MTO| is, with |MTO|, Odoo " "generates a draft |PO| or |MO| immediately after the |SO| is confirmed. With" @@ -4998,25 +5674,25 @@ msgid "" "forecasted stock falls below the set minimum quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:45 msgid "" "In addition, Odoo automatically adds quantities to the |PO| or |MO| as the " "forecast changes, so long as the |PO| or |MO| is not confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:48 msgid "" "The |MTO| route is the best replenishment strategy for products that are " "customized, and/or for products that have no stock kept on-hand." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:58 msgid "" "To access the replenishment report, go to :menuselection:`Inventory app --> " "Operations --> Replenishment.`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:61 msgid "" "By default, the replenishment report dashboard shows every product that " "needs to be manually reordered. If there is no specific rule for a product, " @@ -5024,7 +5700,7 @@ msgid "" " are both `0.00`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:66 msgid "" "For products that don't have a set reordering rule, Odoo calculates the " "forecast based on confirmed sales orders, deliveries, and receipts. For " @@ -5033,7 +5709,7 @@ msgid "" "and security lead time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:72 msgid "" "Before creating a new reordering rule, make sure the product has a *vendor* " "or a *bill of materials* configured on the product form. To check this, go " @@ -5044,7 +5720,7 @@ msgid "" "form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:78 msgid "" "The :guilabel:`Product Type`, located in the :guilabel:`General Information`" " tab on the product form, **must** be set to :guilabel:`Storable Product`. " @@ -5059,7 +5735,7 @@ msgid "" "current needs." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:87 msgid "" "To create a new reordering rule from the replenishment report, go to " ":menuselection:`Inventory app --> Operations --> Replenishment`, click " @@ -5069,7 +5745,7 @@ msgid "" "columns on the :guilabel:`Replenishment` report page, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:93 msgid "" "To create a new reordering rule from the product form, go to " ":menuselection:`Inventory app --> Products --> Products`, and select a " @@ -5077,11 +5753,11 @@ msgid "" "smart button, click :guilabel:`Create`, and fill out the fields." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 msgid "Replenishment report fields" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:100 msgid "" "The following fields are on the :guilabel:`Replenishment` report. If any of " "these fields are not visible, click the :guilabel:`⋮ (additional options)` " @@ -5089,46 +5765,46 @@ msgid "" "field to make it visible." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 msgid ":guilabel:`Product`: the product that requires a replenishment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 msgid "" ":guilabel:`Location`: the specific location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 msgid ":guilabel:`Warehouse`: the warehouse where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:107 msgid ":guilabel:`On Hand`: the amount of product currently available." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 msgid "" ":guilabel:`Forecast`: the amount of product available after all current " "orders (sales, manufacturing, purchase, etc.) are taken into account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 msgid "" ":guilabel:`Preferred Route`: how the product is procured, either " ":guilabel:`Buy`, :guilabel:`Manufactured`, :guilabel:`Dropship`, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 msgid ":guilabel:`Vendor`: the company from which the product is acquired." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:113 msgid "" ":guilabel:`Bill of Materials`: the bill of materials for the product (if one" " is configured)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:114 msgid "" ":guilabel:`Trigger`: how the replenishment is created, either " ":guilabel:`Auto` (automatically, once the :guilabel:`On Hand` quantity goes " @@ -5136,27 +5812,27 @@ msgid "" "replenishment is requested)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 msgid "" ":guilabel:`Procurement Group`: the reference number for how the product is " "being acquired, such as a sales order, purchase order, or manufacturing " "order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 msgid "" ":guilabel:`Min Quantity`: the minimum amount of product that should be " "available. When inventory levels goes below this number, the replenishment " "is triggered." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 msgid "" ":guilabel:`Max Quantity`: the amount of product that should be available " "after replenishing the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:123 msgid "" ":guilabel:`Multiple Quantity`: if the product should be ordered in specific " "quantities, enter the number that should be ordered. For example, if the " @@ -5164,22 +5840,22 @@ msgid "" "products are replenished." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 msgid "" ":guilabel:`To Order`: the amount of product that is currently needed, and " "will be ordered, if the :guilabel:`Order Once` or :guilabel:`Automate " "Orders` button is clicked." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:128 msgid ":guilabel:`UoM`: the unit of measure used to acquire the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 msgid ":guilabel:`Company`: the company for which the product is acquired." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:131 msgid "" "By default, the quantity in the :guilabel:`To Order` field is the quantity " "required to reach the set :guilabel:`Max Quantity`. However, the " @@ -5188,21 +5864,21 @@ msgid "" "Once`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:135 msgid "" "To automate a replenishment from the :guilabel:`Replenishment` page, click " ":guilabel:`Automate Orders` on the right-side of the line, represented by a " ":guilabel:`🔄 (circular arrow)` icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:138 msgid "" "When this button is clicked, Odoo will automatically generate a draft " "|PO|/|MO| every time the forecasted stock level falls below the set " ":guilabel:`Min Quantity` of the reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:141 msgid "" "On the :guilabel:`Replenishment` page, a reordering rule or manual " "replenishment can be temporarily deactivated for a given period, by clicking" @@ -5215,7 +5891,7 @@ msgid "" "time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:147 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:149 msgid "" "A |PO| or |MO| created by a manual replenishment has a " ":guilabel:`Replenishment Report` as the source document. A |PO| or |MO| " @@ -5229,67 +5905,67 @@ msgid "" "report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 msgid "Make to order (MTO) route" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:160 msgid "" "Since the |MTO| route is recommended for customized products, the route is " "hidden by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:169 msgid "To activate the |MTO| route in Odoo:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:161 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:163 msgid "Go to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 msgid "" "Activate the :guilabel:`Multi-Step Routes` setting, located under the " ":guilabel:`Warehouse` section, and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 msgid "" "Then, go to :menuselection:`Inventory app --> Configuration --> Routes`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 msgid "" "Click on :menuselection:`Filters --> Archived` to show archived routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:168 msgid "" "Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click " "on :menuselection:`Action --> Unarchive`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:170 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:172 msgid "" "Activating the :guilabel:`Multi-Step Routes` setting also activates " ":guilabel:`Storage Locations`. If these features aren't applicable to the " "warehouse, disable these settings after unarchiving the |MTO| route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:176 msgid "" "To set a product's procurement route to |MTO|, go to " ":menuselection:`Inventory app --> Products --> Products`, and click on the " "desired product to open its product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:179 msgid "" "Then, click the :guilabel:`Inventory` tab, and in the :guilabel:`Routes` " "section of options, select :guilabel:`Replenish on Order (MTO)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:182 msgid "" "For products purchased directly from a vendor, make sure the :guilabel:`Buy`" " route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -5297,7 +5973,7 @@ msgid "" "tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:186 msgid "" "For products manufactured in-house, make sure the :guilabel:`Manufacture` " "route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -5306,11 +5982,11 @@ msgid "" "the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:191 msgid "Finally, when all configurations are complete, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:194 msgid "" "The |MTO| route cannot be selected alone. |MTO| **only** works if the " ":guilabel:`Manufacture` or :guilabel:`Buy` route is also selected." @@ -5940,13 +6616,13 @@ msgstr "Методи оцінки" msgid "Integrating additional costs to products (landed costs)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:7 msgid "" "The landed cost feature in Odoo allows the user to include additional costs " "(shipment, insurance, customs duties, etc.) into the cost of the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:13 msgid "" "First, go to :menuselection:`Inventory --> Configuration --> Settings --> " "Valuation` and activate the :guilabel:`Landed Costs` feature. Odoo also " @@ -5958,15 +6634,15 @@ msgstr "" msgid "Activate the landed cost feature in Inventory settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:22 msgid "Add costs to products" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 msgid "Receive the vendor bill" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:27 msgid "" "After a vendor fulfills a purchase order and sends a bill, click " ":guilabel:`Create Bill` on the purchase order to create a vendor bill in " @@ -5979,7 +6655,7 @@ msgstr "" msgid "Enable Landed Costs option on vendor bill line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:35 msgid "" "For charges that are always landed costs, create a landed cost product in " "Odoo. That way, the landed cost product can be quickly added to the vendor " @@ -5987,7 +6663,7 @@ msgid "" "information every time a vendor bill comes in." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:39 msgid "" "First, create a new product in :menuselection:`Inventory --> Products --> " "Products --> Create`. Next, name the landed cost product. Then, set the " @@ -5997,7 +6673,7 @@ msgid "" ":guilabel:`Save` to finish creating the landed cost product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:45 msgid "" "If this product is always a landed cost, you can also define it on the " "product and avoid having to tick the box on each vendor bill." @@ -6007,7 +6683,7 @@ msgstr "" msgid "Option to define a product as a landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:50 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:52 msgid "" "Once the landed cost is added to the vendor bill (either by checking the " ":guilabel:`Landed Cost` option on the invoice line or adding a landed cost " @@ -6024,7 +6700,7 @@ msgid "" "Use a warehouse transfer to cover a landed cost in the accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:64 msgid "" "After setting the picking, click :guilabel:`Compute` on the landed cost " "record. Then, go to the :guilabel:`Valuation Adjustments` tab to see the " @@ -6032,13 +6708,13 @@ msgid "" "landed cost entry to the accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:68 msgid "" "The user can access the journal entry that has been created by the landed " "cost by clicking on the :guilabel:`Journal Entry`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:72 msgid "" "The product that the landed cost is applied to must have a product category " "set to a :abbr:`FIFO (First In, First Out)` or an :abbr:`AVCO (Average " @@ -6049,7 +6725,7 @@ msgstr "" msgid "Landed cost journal entry" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:80 msgid "" "Landed cost records can also be directly created in " ":menuselection:`Inventory --> Operations --> Landed Costs`, it is not " @@ -6100,23 +6776,23 @@ msgid "" "basis depending on the needs and priorities of the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 msgid "Types of accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:37 msgid "" "Accounting entries will depend on the accounting mode: *Continental* or " "*Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:40 msgid "" "Verify the accounting mode by activating the :ref:`developer-mode` and " "navigating to :menuselection:`Accounting --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:43 msgid "" "In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " "when products are sold or delivered. This means that the cost of a good is " @@ -6125,24 +6801,24 @@ msgid "" " both *Asset Accounts* in the balance sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:48 msgid "" "In *Continental* accounting, the cost of a good is reported as soon as a " "product is received into stock. Additionally, a single *Expense* account is " "used for both input and output accounts in the balance sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 msgid "Costing methods" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:57 msgid "" "Below are the three costing methods that can be used in Odoo for inventory " "valuation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 msgid "" "**Standard Price**: is the default costing method in Odoo. The cost of the " "product is manually defined on the product form, and this cost is used to " @@ -6150,7 +6826,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:63 msgid "" "**Average Cost (AVCO)**: calculates the valuation of a product based on the " "average cost of that product, divided by the total number of available stock" @@ -6158,7 +6834,7 @@ msgid "" "constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:66 msgid "" "**First In First Out (FIFO)**: tracks the costs of incoming and outgoing " "items in real-time and uses the real price of the products to change the " @@ -6170,18 +6846,18 @@ msgid "" "sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 msgid "" "Changing the costing method greatly impacts inventory valuation. It's highly" " recommended to consult an accountant first before making any adjustments " "here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:78 msgid "Configure automated inventory valuation in Odoo" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:80 msgid "" "Make changes to inventory valuation options by navigating to " ":menuselection:`Inventory --> Configuration --> Product Categories`, and " @@ -6189,13 +6865,13 @@ msgid "" "apply." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:85 msgid "" "It is possible to use different valuation settings for different product " "categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:87 msgid "" "Under the :guilabel:`Inventory Valuation` heading are two labels: " ":guilabel:`Costing Method` and :guilabel:`Inventory Valuation`. Pick the " @@ -6205,13 +6881,13 @@ msgid "" ":guilabel:`Automated`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 msgid "" -":doc:`Using the inventory valuation " -"`" +":ref:`Using the inventory " +"valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:96 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -6222,7 +6898,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:102 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " @@ -6233,21 +6909,21 @@ msgid "" "*Inventory Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:108 msgid "" "On the same screen, the :guilabel:`Account Stock Properties` fields will " "appear, as they are now required fields given the change to automated " "inventory valuation. These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:112 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:114 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -6256,7 +6932,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:118 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -6265,11 +6941,11 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:124 msgid "Access reporting data generated by inventory valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:126 msgid "" "To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." " At the top of the dashboard, change the :guilabel:`As of` field value to " @@ -6278,14 +6954,14 @@ msgid "" " at once." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:131 msgid "" "Under the parent :guilabel:`Current Assets` line item, look for the nested " ":guilabel:`Stock Valuation Account` line item, where the total valuation of " "all of the inventory on hand is displayed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:135 msgid "" "Access more specific information with the :guilabel:`Stock Valuation " "Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " @@ -6304,48 +6980,48 @@ msgstr "" msgid "Using inventory valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:7 msgid "" "*Inventory valuation* is a quintessential accounting procedure that " "calculates the value of on-hand stock. Once determined, the inventory " "valuation amount is then incorporated into a company's overall value." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:11 msgid "" "In Odoo, this process can be conducted manually— by warehouse employees " "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:15 msgid "" -":ref:`Inventory valuation configuration " -"`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:16 -msgid "Understand the basics of inventory valuation" +":ref:`Inventory valuation " +"configuration`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:18 +msgid "Understand the basics of inventory valuation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:20 msgid "" "In order to understand how moving products in and out of stock affects the " "company's overall value, consider the following product and stock moves " "scenario below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 msgid "Receive a product" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:26 msgid "" "For example, consider an physical product, a simple *table*, which is " "categorized as `Office Furniture` in the product form's :guilabel:`Product " "Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:29 msgid "" "Navigate to the the product category itself by going to " ":menuselection:`Inventory app --> Configuration --> Product Categories`, and" @@ -6353,14 +7029,14 @@ msgid "" "(FIFO)` and the :guilabel:`Inventory Valuation` field as `Automated`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:34 msgid "" "Alternatively access the :guilabel:`Product Categories` dashboard by " "clicking on the :guilabel:`internal link` arrow on the individual product's " "form, by hovering over the :guilabel:`Product Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:38 msgid "" "Next, assume 10 tables are purchased at a price of $10.00, each. The " ":abbr:`PO (Purchase Order)` for those tables will show the subtotal of the " @@ -6371,7 +7047,7 @@ msgstr "" msgid "Purchase order with 10 tables products valued at $10 each." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:45 msgid "" "After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, use" " the :guilabel:`Valuation` smart button to view how the value of inventory " @@ -6382,13 +7058,13 @@ msgstr "" msgid "Valuation smart button on a receipt." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:53 msgid "" ":ref:`Developer mode ` must be turned on to see the " "*Valuation* smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:56 msgid "" "The :doc:`consignment " "` " @@ -6396,7 +7072,7 @@ msgid "" "companies are not accounted for in the host company's inventory valuation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:60 msgid "" "The :guilabel:`Stock Valuation` dashboard then displays valuation of all " "products in the shipment, along with their quantities and valuation. In the " @@ -6408,7 +7084,7 @@ msgstr "" msgid "Stock valuation page depicting the products within a shipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:68 msgid "" "In Odoo, automatic inventory valuation records are also recorded in the " "*Accounting* app. To access these accounting entries, navigate to " @@ -6421,11 +7097,11 @@ msgstr "" msgid "Accounting entry for the inventory valuation of 10 tables." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 msgid "Deliver a product" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:80 msgid "" "In the same logic, when a table is shipped to a customer and leaves the " "warehouse, the stock valuation decreases. The :guilabel:`Valuation` smart " @@ -6437,11 +7113,11 @@ msgstr "" msgid "Decreased stock valuation after a product is shipped." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 msgid "The inventory valuation report" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:91 msgid "" "To view the current value of all products in the warehouse, go to " ":menuselection:`Inventory app --> Reporting --> Inventory Valuation`. The " @@ -6454,18 +7130,18 @@ msgstr "" msgid "Inventory valuation report showing multiple products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:101 msgid "" "The :guilabel:`Inventory At Date` button, located in the top-left corner of " "the :guilabel:`Stock Valuation` dashboard, shows the inventory valuation of " "products available during a prior specified date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 msgid "Update product unit price" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:108 msgid "" "For any company: lead times, supply chain failures, and other risk factors " "can contribute to invisible costs. Although Odoo attempts to accurately " @@ -6473,7 +7149,7 @@ msgid "" "to update the unit price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:113 msgid "" "Manual valuation is intended for products that can be purchased and received" " for a cost greater than 0, or have product categories set with " @@ -6485,7 +7161,7 @@ msgstr "" msgid "Add manual valuation of stock value to a product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:121 msgid "" "Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard" " by first navigating to :menuselection:`Inventory app --> Reporting --> " @@ -6494,7 +7170,7 @@ msgid "" " well as a teal :guilabel:`+ (plus)` button on the right." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:126 msgid "" "Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product" " Revaluation` form, where updates to the calculation of inventory valuation " @@ -7927,6 +8603,135 @@ msgstr "" msgid "A receipt for stock received to one warehouse from another." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:3 +msgid "Locations" +msgstr "Розташування" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:5 +msgid "" +"A *location* is a specific space within a warehouse. This can be a shelf, " +"room, aisle, etc. There are three types of locations in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:8 +msgid "" +"*Physical locations* are spaces within a warehouse owned by the user's " +"company. These can be a an area where items are stored like an aisle or " +"shelf, or an area where operations take place, like loading and unloading " +"bays." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:11 +msgid "" +"*Partner locations* are the same as physical locations except that they " +"exist within the warehouse of a customer or vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:13 +msgid "" +"*Virtual locations* are locations that do not exist physically, but where " +"items that are not in inventory can be placed. These can be items that have " +"not yet entered inventory, like products that are on the way to a warehouse," +" or items that are no longer in inventory due to loss or other factors." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:19 +msgid "" +"In order to use locations, the :guilabel:`Storage Locations` setting must be" +" enabled. To do so, navigate to :menuselection:`Inventory --> Configuration " +"--> Settings`, scroll down to the :guilabel:`Warehouse` heading, and enable " +"the :guilabel:`Storage Locations` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:24 +msgid "Create a new location inside a warehouse" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:26 +msgid "" +"Starting from the :menuselection:`Inventory` app, select " +":menuselection:`Configuration --> Locations --> Create`. The new location " +"form can then be configured as follows:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:29 +msgid "" +":guilabel:`Location Name`: the name that will be used to reference the " +"location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:30 +msgid "" +":guilabel:`Parent Location`: the location or warehouse that the new location" +" exists within" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:31 +msgid "" +":guilabel:`Location Type`: choose the category that the location belongs to" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:32 +msgid "" +":guilabel:`Company`: the company that owns the warehouse that the location " +"is inside of" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:33 +msgid "" +":guilabel:`Is a Scrap Location?`: check this box to allow for " +"scrapped/damaged goods to be stored in this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:35 +msgid "" +":guilabel:`Is a Return Location?`: check this box to allow products to be " +"returned to this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:37 +msgid ":guilabel:`Barcode`: the barcode number assigned to the location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:38 +msgid "" +":guilabel:`Removal Strategy`: the :ref:`strategy " +"` for how items should be taken from " +"inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst-1 +msgid "The form for creating a new location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:46 +msgid "Create location hierarchies" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:48 +msgid "" +"The *Parent Location* setting on the new location form allows for a location" +" to exist within a warehouse or another location. Every location can serve " +"as a parent location, and every parent location can have multiple locations " +"within it, allowing for the creation of a virtually infinite hierarchical " +"structure." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:54 +msgid "" +"Location hierarchy could be organized so that a shelf is located within an " +"aisle, which is located within a room, which is located within the overall " +"warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:57 +msgid "" +"To create the location hierarchy in the example above, set the warehouse as " +"the parent of the room, the room as the parent of the aisle, and the aisle " +"as the parent of the shelf. This can be adapted to a hierarchy of any " +"magnitude." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst:3 msgid "Transfer products between warehouses using replenishment" msgstr "" @@ -8203,7 +9008,7 @@ msgid "" "can create moves between warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:19 msgid "" "A **Location** is a specific space within the warehouse. It can be a " "sublocation of the warehouse (a shelf, a floor, an aisle, and so on). " @@ -8212,25 +9017,25 @@ msgid "" "be configured as needed under one warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 msgid "There are three types of locations:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:26 msgid "" "The **Physical Locations** are internal locations that are part of the " "warehouses that the company owns. They can be the loading and unloading " "areas of the warehouse, a shelf, a department, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:28 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:30 msgid "" "The **Partner Locations** are spaces within a customer and/or vendor's " "warehouse. They work the same way as physical locations, with the only " "difference being that they are not owned by the user's company." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:34 msgid "" "The **Virtual Locations** are places that do not exist, but in which " "products can be placed when they are not physically in an inventory yet (or " @@ -8239,7 +9044,7 @@ msgid "" "(**Procurements**)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:39 msgid "" "In Odoo, locations are structured hierarchically. Locations can be " "structured as a tree, dependent on a parent-child relationship. This gives " @@ -8247,7 +9052,7 @@ msgid "" "organization of the warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:46 msgid "" "To activate locations, go to :menuselection:`Configuration --> Settings` and" " enable :guilabel:`Storage Locations`. Then, click :guilabel:`Save`." @@ -8257,25 +9062,25 @@ msgstr "" msgid "Enable the storage location feature in Odoo Inventory settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:54 msgid "" "To manage several routes within the warehouses, also enable " ":guilabel:`Multi-Step Routes` and check " ":doc:`../../routes/concepts/use_routes`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 #: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst:41 msgid "Create a new warehouse" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:60 msgid "" "To create a warehouse, go to :menuselection:`Configuration --> Warehouse " "Management --> Warehouses` and click on :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:63 msgid "" "Then, fill out a :guilabel:`Warehouse Name` and a :guilabel:`Short Name`. " "The short name is five characters maximum." @@ -8285,14 +9090,14 @@ msgstr "" msgid "Short name field of a warehouse on Odoo Inventory." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:71 msgid "" "The :guilabel:`Short Name` appears on transfer orders and other warehouse " "documents. Odoo recommends using an understandable one like \"WH/[first " "letters of location]\"." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:74 msgid "" "Now, go back to the :guilabel:`Inventory` dashboard. There, new operations " "related to the newly created warehouse have been automatically generated." @@ -8304,23 +9109,23 @@ msgid "" "created warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:82 msgid "" "Adding a second warehouse will automatically activate the " ":guilabel:`Locations` setting." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 msgid "Create a new location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:87 msgid "" "To create a location, go to :menuselection:`Configuration --> Warehouse " "Management --> Locations` and click on :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:90 msgid "" "Then, fill out a :guilabel:`Location Name` and a :guilabel:`Parent Location`" " and click :guilabel:`Save`." @@ -9616,452 +10421,608 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:3 -msgid "What is a Removal Strategy (FIFO, LIFO, FEFO, Closest location)?" +msgid "Removal strategies (FIFO, LIFO, FEFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:7 +msgid "" +"For companies with warehouses, **removal strategies** determine which " +"products are taken from the warehouse, and when. Removal strategies are " +"typically defined for specific picking operations. This helps companies to " +"select the best products, optimize the distance workers need to travel when " +"picking items for orders, and account for quality control, such as moving " +"products with expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:13 msgid "" "Usually, *Removal Strategies* are defined in picking operations to select " -"the best products, optimize the distance for the worker, for quality control" -" purposes, or to first move products with the closest expiration date." +"the best products to optimize the distance for the worker, for quality " +"control purposes, or to first move the products with the closest expiration " +"date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:17 msgid "" -"When a product movement needs to be done, Odoo finds available products that" -" can be assigned to the transfer. The way Odoo assigns these products " -"depends on the *Removal Strategy* defined in the *Product Category* or on " -"the *Location*." +"When a product needs to be moved, Odoo finds available products that can be " +"assigned to the transfer. The way Odoo assigns these products depends on the" +" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " +"Category` or the :guilabel:`Location` dashboards." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:14 -msgid "What happens inside the warehouse?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:21 msgid "" -"Imagine a generic warehouse plan, with receiving docks and areas, storage " -"locations, picking and packing areas, and shipping docks. All products go " -"through all these locations, but some rules, such as removal strategies, can" -" have an effect on which products are taken for the pickings." +"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " +"app --> Configuration --> Locations` or :menuselection:`Product Categories`." +" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " +"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" +" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " +"drop-down menu and selecting the desired removal strategy. After selecting " +"the new removal strategy, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Empty stock waiting for deliveries at the docks." +msgid "" +"Change the Force Removal Strategy for either the Product Categories or " +"Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:33 +msgid "What happens inside the warehouse?" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:35 msgid "" -"Here, vendor trucks unload pallets of goods at the docks. Then, operators " -"scan the products in the receiving area with the reception date and, if the " -"product has an expiration date, the expiration date. After that, products " -"are stored in their respective locations." +"Most warehouses share the same important areas: receiving docks and sorting " +"areas, storage locations, picking and packing areas, and shipping/loading " +"docks. While all products entering or leaving the warehouse might go through" +" each of these locations at some point, removal strategies can have an " +"effect on which products are taken, from where, and when." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:40 +msgid "" +"In this example below, vendor trucks unload pallets of goods at the " +"receiving docks. Then, operators scan the products in the receiving area, " +"with the reception date and expiration date. After that, products are stored" +" in their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:45 +msgid "" +"Not all products have expiration dates, but in this example, expiration " +"dates apply." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Products entering stock via the receiving area." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 msgid "" -"Next, several orders for the same product are made, but in this example, the" -" goods weren't received on the same day and they don't have the same " -"expiration date. In that situation, logically, sending those with the " -"closest date first is preferred. Depending on the chosen removal strategy, " -"Odoo generates a transfer with the products that fit the settings the best." +"In Odoo, receive products by navigating to the :menuselection:`Inventory` " +"application, and in the kanban view, click on either the " +":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " +":guilabel:`Receipts` dashboard, find and click on the individual receipt " +"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " +"enter the received quantity in the :guilabel:`Done` column. To finish, " +":guilabel:`Validate` to receive the products and register them in the Odoo " +"database." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:59 +msgid "" +"Receiving products can also be done within the Odoo *Barcode* application. " +"If using the *Barcode* app, scan the product(s), update the quantity, and " +"finally, click :guilabel:`Validate`. After products are received in Odoo, " +"the products can then be moved to their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:64 +msgid "" +"Continuing with the same example, below, imagine several sales orders are " +"made for the products received earlier, that use expiration dates. In this " +"example, the products weren't received on the same day, and they don't have " +"the same expiration date. In this situation, logically, sending products " +"with the closest expiration date is preferred, instead of products received " +"first or last. Using the chosen removal strategy configured for those " +"products (in this example, :ref:`FEFO `), Odoo generates a " +"transfer for the products with the soonest expiration date to the picking " +"area, then the packing area, and finally, to the shipping docks for delivery" +" to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "" -":alt: Products being packed at the packing area for delivery, taking expiration dates into\n" +"Products being packed at the packing area for delivery, taking the expiration dates into\n" "account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:79 msgid "" "To pick for delivery, the product's lot/serial number can be found on the " -"transfer form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:46 -msgid "How does it work?" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:49 -msgid "First In, First Out (FIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 -msgid "" -"When using a *First In, First Out* (FIFO) strategy, a demand for some " -"products triggers a removal rule, which requests a transfer for the " -"lot/serial number that has entered the stock first." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:54 -msgid "" -"For example, imagine there are three lots of nails in the warehouse. Those " -"three have the following lot numbers: :guilabel:`00001`, :guilabel:`00002`, " -":guilabel:`00003`, each with five boxes of nails in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:58 -msgid "" -":guilabel:`00001` entered the stock on the 23rd of May, :guilabel:`00002` on" -" the 25th of May, and :guilabel:`00003` on the 1st of June. A customer " -"orders six boxes on the 11th of June. With the :abbr:`FIFO (First In, First " -"Out)` removal strategy selected, a transfer is requested for the five boxes " -"of :guilabel:`00001` and one of the boxes in :guilabel:`00002`, because " -":guilabel:`00001` entered the stock before the others. The box from " -":guilabel:`00002` is taken next because it has the oldest reception date " -"after :guilabel:`00001`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:65 -msgid "" -"So, for every order of a product with the :abbr:`FIFO (First In, First Out)`" -" strategy selected, Odoo requests a transfer for the products that have been" -" in the stock for the longest period." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:69 -msgid "Last In, First Out (LIFO)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:71 -msgid "" -"Similar to :abbr:`FIFO (First In, First Out)`, the *Last In, First Out* " -"(LIFO) strategy moves products based on the date they entered the stock. " -"Here, a demand for some products triggers a removal rule that requests a " -"transfer for the lot/serial number that has entered the stock most recently." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:76 -msgid "" -"For example, imagine there are three lots of screws in the warehouse. Those " -"three have the following numbers: :guilabel:`10001`, :guilabel:`10002`, and " -":guilabel:`10003`, each with 10 boxes of screws in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:80 -msgid "" -":guilabel:`10001` entered the stock on the 1st of June, :guilabel:`10002` on" -" the 3rd of June, and :guilabel:`10003` on the 6th of June. A customer " -"orders seven boxes on the 8th of June. With the :abbr:`LIFO (Last In, First " -"Out)` removal strategy selected, a transfer is requested for seven boxes of " -":guilabel:`10003` because that lot is the last one to have entered the " -"stock." +"transfer form. To learn more about picking and shipping, refer to either the" +" :ref:`Two-step delivery ` or " +":ref:`Three-step delivery ` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:85 -msgid "" -"Basically, for every order of a product with the :abbr:`LIFO (Last In, First" -" Out)` strategy used, a transfer for the last lot to have entered the stock " -"is requested." +msgid "How each removal strategy works" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:87 msgid "" -"The :abbr:`LIFO (Last In, First Out)` strategy is banned in many countries " -"and can lead to only having old or obsolete products in the stock." +"Removal strategies determine which products are taken from the warehouse " +"when orders are confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:93 -msgid "First Expire, First Out (FEFO)" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:90 +msgid "First In, First Out (FIFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:92 msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." +"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " +"product triggers a removal rule, which requests a transfer for the " +"lot/serial number that entered the stock first (and therefore, has been in " +"stock for the longest time)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:96 +msgid "" +"For example, imagine there are three lots of nails in the warehouse, and " +"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " +"five boxes of nails in it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:99 msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"<../../management/products/uom>`). Those three lots have the following " -"numbers: :guilabel:`20001`, :guilabel:`20002`, and :guilabel:`20003`, each " -"with five boxes in it." +"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " +"`00003` on June 1. A customer orders six boxes on June 11." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:102 msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." +"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " +"request will pick the five boxes from lot `00001` first, and then from the " +"boxes in lot `00002`, since lot `00001` entered the stock first. The box " +"from lot `00002` is taken next because it has the oldest receipt date after " +"lot `00001`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"The detailed operations for the transfer shows the nail lots to be removed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:112 -msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." +msgid "Last In, First Out (LIFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:117 -msgid "Closest Location" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:114 +msgid "" +"Similar to the :abbr:`FIFO (First In, First Out)` method, the " +":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " +"on the date they entered a warehouse's stock. Instead of removing the oldest" +" stock on-hand, however, it targets the **newest** stock on-hand for " +"removal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:118 msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." +"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " +"method is placed, a transfer is created for the lot/serial number that has " +"most recently entered the stock (the **last** lot/serial number that entered" +" the warehouse's inventory)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:123 msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:126 +msgid "" +"For example, imagine there are three lots of boxes of screws in the " +"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " +"`10003`, each with 10 boxes of screws per lot." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:129 -msgid "Use removal strategies" +msgid "" +"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " +"`10003` on June 6. A customer orders seven boxes on June 8." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:132 msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." +"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " +"requested for seven boxes of screws from lot `10003` because that lot is the" +" last one to have entered the stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Features to enable in order to properly use removal strategies." +msgid "" +"The detailed operations shows which lots are being selected for the picking." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:141 -msgid "" -"To work with the :abbr:`FEFO (First Expired, First Out)` strategy, also " -"activate the :guilabel:`Expiration Dates` feature." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:140 +msgid "First Expired, First Out (FEFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:142 msgid "" -"Next, go to :menuselection:`Inventory --> Configuration --> Product " -"Categories` to define the removal strategy on a product category." +"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" +" Out)` methods target products for removal based on date of entry into the " +"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " +"products for removal based on their assigned expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:146 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " +"sales order that includes products with this removal strategy assigned " +"ensures that transfers are requested for products with the expiration date " +"soonest to the order date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:150 +msgid "" +"As an example, imagine there are three lots of six-egg boxes. Those three " +"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " +"with five boxes in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:153 +msgid "" +"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " +"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " +"and expires on July 21. A customer orders six boxes on July 5." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:157 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " +"requested for the five boxes from lot `20002` and one from lot `20001`. All " +"the boxes in lot `20002` are transferred because they have the earliest " +"expiration date. The transfer also requests one box from lot `20001` because" +" it has the next closest expiration date after lot `20002`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Force removal strategy set up as first in first out." +msgid "The detailed operations for the transfer shows the lots to be removed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:152 -msgid "FIFO (First In, First Out)" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:154 -msgid "" -"As explained, a :abbr:`FIFO (First In, First Out)` removal strategy implies " -"that products stocked first move out first. Companies should use this method" -" if they are selling products with short demand cycles, such as clothes, and" -" to ensure they are not stuck with outdated styles in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:158 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the :guilabel:`All/Clothes` category, where *FIFO* is set as the removal " -"strategy. In the stock location (:guilabel:`WH/Stock`), the user can find " -"the three lots available." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the white shirt lots inventory valuation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:166 -msgid "" -"Lot :guilabel:`000001` contains five shirts, :guilabel:`000002` contains " -"three shirts, and :guilabel:`000003` contains two shirts." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:167 +msgid "Using removal strategies" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:169 msgid "" -"As seen above, :guilabel:`000001` entered the stock first. Now, create a " -"sales order of six white shirts to check that those products from lot " -":guilabel:`000001` are the first ones to move out." +"To differentiate some units of products from others, the units need to be " +"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " +"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " +"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " +"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " +"save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Traceability settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Warehouse settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:183 msgid "" -"On the delivery order linked to the picking, the oldest lot numbers should " -"have been reserved thanks to the :abbr:`FIFO (First In, First Out)` " +"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " +":guilabel:`Expiration Dates` setting needs to be activated as well. To " +"enable this, go to :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " +":guilabel:`Save` to save all changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:189 +msgid "" +"Now, specific removal strategies can be defined on product categories. To do" +" this, go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and choose a product category to define the removal strategy " +"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " "strategy." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Removal strategy on a product category." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:198 +msgid "" +"To view all products with lots/serial numbers assigned to them, navigate to " +":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " +"reveals a page with drop-down menus of all products assigned lots or serial " +"numbers, filtered by *product* by default. To change the category these " +"products are filtered by, click :guilabel:`Product` (in the search bar, in " +"the top right of the page) to remove the default filter, and select a new " +"filter if desired." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" +"numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:209 +msgid "" +"To view the serial numbers being selected for a sales order, go to the " +":guilabel:`Sales app` and select the sales order in question. In the sales " +"order, click the :guilabel:`Delivery` smart button in the top right. In the " +":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " +"icon in the far right for the product in question. The :guilabel:`Detailed " +"Operations` window appears, and displays the lot or serial numbers selected " +"for that specific product for the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:217 +msgid "FIFO (First In, First Out)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:219 +msgid "" +"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " +"products which enter a warehouse's stock first are removed first. Companies " +"should use this method if they are selling products with short demand " +"cycles, such as clothes, to ensure they are not stuck with outdated styles " +"in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:224 +msgid "" +"In this example, there are three lots of white shirts. The shirts are from " +"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " +"the :guilabel:`Inventory Valuation Report`, the three different receipts are" +" listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "View of the lots of white shirts in the inventory valuation report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:232 +msgid "" +"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " +"lot `000003` contains two shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:235 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:242 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the oldest lot numbers will be reserved thanks to" +" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " +"`000001` and one shirt from lot `000002` will be selected to be sent to the " +"customer." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for a sales order with the FIFO strategy." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:252 msgid "LIFO (Last In, First Out)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:254 msgid "" -"With a *LIFO* strategy, that's quite the opposite. In fact, the products " -"that are received last move out first. :abbr:`LIFO (Last In, First Out)` is " -"mostly used for products without a shelf life." +"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " +"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " +"With this method, the products that are received **last** are moved out " +"first. This method is mostly used for products without a shelf life, and no " +"time-sensitive factors, such as expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:259 msgid "" -"In this example, let's use the white shirts again to test the :abbr:`LIFO " -"(Last In, First Out)` strategy. First, open the product category via " -":menuselection:`Inventory --> Configuration --> Product Categories` and " -"change the removal strategy to :abbr:`LIFO (Last In, First Out)`." +"In this example, there are three lots of cinder blocks. The blocks are from " +"the *All/Building Materials* category, where *FIFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Last in first out strategy set up as forced removal strategy." +msgid "View of the lots of cinder blocks in the inventory valuation report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:267 msgid "" -"Then, create a sales order for four white shirts and check that the reserved" -" products are from lots :guilabel:`000003` and :guilabel:`000002`." +"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" +" blocks, and lot `0000400` contains four cinder blocks." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:270 +msgid "" +"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " +"navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (for this example, the " +":guilabel:`All/Building Materials` category) to edit. This reveals a product" +" category form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:275 +msgid "" +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " +"Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "Last in first out (LIFO) strategy set up as forced removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:282 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:289 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the newest lot numbers will be reserved thanks to" +" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" +" lot `0000400` and one cinder block from lot `000030` will be selected to be" +" sent to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for sale with the LIFO strategy." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:201 -msgid "" -"Don't forget that the :abbr:`LIFO (Last In, First Out)` strategy is banned " -"in many countries!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:204 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:301 msgid "FEFO (First Expired, First Out)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:303 msgid "" -"With the :abbr:`FEFO (First Expired, First Out)` removal strategy, the way " -"products are picked is not based on the reception date. In this particular " -"case, they are dispatched according to their expiration date." +"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " +"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" +" strategies, because it targets products for removal based on **expiration " +"dates** instead of their warehouse receipt dates. With this method, the " +"products that are going to expire first are moved out first. This method is " +"used for perishable products, such as medicine, food, and beauty products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:309 msgid "" -"For have more information about expiration dates, please have a look at " -":doc:`the related doc " -"<../../management/lots_serial_numbers/expiration_dates>`." +"Lots are picked based on their **removal date** from earliest to latest. " +"Removal dates indicate how many days *before* the expiration date the " +"product needs to be removed from stock. The removal date is set on the " +"product form. Lots without a removal date defined are picked after lots with" +" removal dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:315 msgid "" -"By activating the :guilabel:`Expiration Dates` feature, it becomes possible " -"to define different expiration dates on the serial/lot numbers that will be " -"used in :abbr:`FEFO (First Expired, First Out)`. These expiration dates can " -"be set by going to :menuselection:`Inventory --> Products --> Lots/Serial " -"Numbers`." +"If products are not removed from stock when they should be, lots that are " +"past the expiration date may still be picked for delivery orders!" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:319 +msgid "" +"For more information about expiration dates, reference the :doc:`Expiration " +"dates " +"`" +" document." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:323 +msgid "" +"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " +"and ensure :guilabel:`Expiration Dates` is enabled. Once the " +":guilabel:`Expiration Dates` setting is enabled, it's possible to define " +"different expiration dates for individual serialized products, as well as " +"for lot numbers containing many products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:328 +msgid "" +"In this example, there are three lots of hand cream. The creams are from the" +" *All/Health & Beauty* category, where *FEFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:332 +msgid "" +"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " +"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" +" `0000003` contains ten tubes of hand cream, expiring on October 31." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"View the hand cream lot numbers and expiration dates in the inventory " +"report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:340 +msgid "" +"Expiration dates can be entered when validating the received products, or " +"set on products by going to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" +" select the product from the drop-down menu. Next, select the expiration " +"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "View of the removal date for 0000001." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:349 msgid "" -"Lots are picked based on their removal date, from earliest to latest. Lots " -"without a removal date defined are picked after lots with removal dates." +"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" +" navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (in this example, the " +":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " +"category form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:227 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:354 msgid "" -"Other dates are for informational and reporting purposes only. If not " -"removed from the stock, lots that are past the expiration dates may still be" -" picked for delivery orders!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:230 -msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` strategy, go to " -":menuselection:`Inventory --> Configuration --> Product Categories` and set " -":abbr:`FEFO (First Expired, First Out)` in the :guilabel:`Force Removal " -"Strategy` field." +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," +" First Out)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the FEFO strategy being set up as forced removal strategy." +msgid "FEFO forced removal strategy set on the product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:361 msgid "" -"For this particular case, the stock has hand cream. There are three lots of " -"them." +"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " +"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" +" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " +"the drop-down menu, or type in the name of the product in the field. Enter a" +" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" +" click :guilabel:`Save`, then click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Lot / Serial No**" -msgstr "**Партія / Серійний номер**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Product**" -msgstr "**Товар**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Expiration Date**" -msgstr "**Термін придатності**" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "0000001" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "Hand Cream" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "09/30/2019" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "0000002" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "11/30/2019" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "0000003" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "10/31/2019" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:250 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:368 msgid "" -"When a sales order for 25 units of Hand Cream is created, Odoo automatically" -" reserves the lots with the closest expiration date, :guilabel:`0000001` and" -" :guilabel:`0000003`." +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the lot numbers expiring first will be reserved " +"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " +"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " +"selected to be sent to the customer, detailed in the :guilabel:`Detailed " +"Operations` tab in the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Two hand cream lots reserved for sell with the FEFO strategy." +msgid "Hand cream lot numbers selected for the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping.rst:5 @@ -11991,6 +12952,330 @@ msgid "" "assemblies." msgstr "" +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:3 +msgid "Manufacturing backorders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:5 +msgid "" +"In some cases, the full quantity of a manufacturing order cannot be produced" +" immediately. When this happens, Odoo *Manufacturing* allows for the " +"manufacturing of partial quantities of the order and creates a *backorder* " +"for the remaining amount." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:9 +msgid "" +"In the *Manufacturing* app, creating a backorder splits the original " +"manufacturing order into two orders. The reference tag for each order is the" +" tag used for the original order, followed by a hyphen and then an " +"additional number to indicate that it's a backorder." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:14 +msgid "" +"A company creates a manufacturing order with the reference tag " +"*WH/MO/00175*, for 10 units of *Product X*. After starting work on the " +"manufacturing order, the employee working the production line realizes there" +" are only enough components in stock to produce five units of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:18 +msgid "" +"Instead of waiting for additional stock of the components, they manufacture " +"five units and create a backorder for the remaining five. This splits the " +"manufacturing order into two separate orders: *WH/MO/00175-001* and " +"*WH/MO/00175-002*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:22 +msgid "" +"Order *001* contains the five units that have been manufactured, and is " +"immediately marked as :guilabel:`Done`. Order *002* contains the five units " +"that still need to be manufactured and is marked as :guilabel:`In Progress`." +" Once the remaining components are available, the employee returns to order " +"*002* and manufactures the remaining units before closing the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:28 +msgid "Create a manufacturing backorder" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:30 +msgid "" +"To create a backorder for part of a manufacturing order, begin by navigating" +" to :menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " +"Select a manufacturing order with a quantity of two or more or create one by" +" clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:34 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:86 +msgid "" +"If a new manufacturing order is created, select a product from the " +":guilabel:`Product` drop-down menu and enter a quantity of two or more in " +"the :guilabel:`Quantity` field, then click :guilabel:`Confirm` to confirm " +"the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:38 +msgid "" +"After manufacturing the quantity that is being produced immediately, enter " +"that number in the :guilabel:`Quantity` field at the top of the " +"manufacturing order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 +msgid "The quantity field on a manufacturing order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:45 +msgid "" +"Next, click :guilabel:`Validate`, and a :guilabel:`You produced less than " +"initial demand` pop-up window appears, from which a backorder can be " +"created. Click :guilabel:`Create Backorder` to split the manufacturing order" +" into two separate orders, with the reference tags *WH/MO/XXXXX-001* and " +"*WH/MO/XXXXX-002*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 +msgid "" +"The Create Backorder button on the \"You produced less than initial demand\"" +" pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:54 +msgid "" +"Order *001* contains the items that have been manufactured, and is closed " +"immediately. Order *002* is the backorder that contains the items that have " +"yet to be manufactured, and remains open, to be completed at a later date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:58 +msgid "" +"Once the remaining units can be manufactured, navigate to " +":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, and " +"then select the backorder manufacturing order. If all of the remaining units" +" are manufactured immediately, simply click :guilabel:`Validate` to close " +"the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:63 +msgid "" +"If only some of the remaining units are manufactured immediately, create " +"another backorder for the remainder by following the steps detailed in this " +"section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:67 +msgid "Create a backorder from tablet view" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:69 +msgid "" +"Backorders for manufacturing orders can also be created from the work order " +"tablet view." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:72 +msgid "" +"In order to use tablet view, the *Work Orders* setting must be enabled. To " +"enable it, navigate to :menuselection:`Manufacturing --> Configuration --> " +"Settings`. On the :guilabel:`Settings` page, enable the checkbox next to " +":guilabel:`Work Orders`, then click :guilabel:`Save` to save the change. " +"This makes the :guilabel:`Work Orders` tab appear on manufacturing orders, " +"from which the tablet view can be opened." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:0 +msgid "The Work Orders setting on the Manufacturing settings page." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:82 +msgid "" +"To create a backorder from the tablet view, begin by navigating to " +":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`. " +"Select a manufacturing order with a quantity of two or more or create one by" +" clicking :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:90 +msgid "" +"After confirming the manufacturing order, select the :guilabel:`Work Orders`" +" tab and click the :guilabel:`📱 (tablet view)` button located on the line of" +" the first work order to enter the tablet view." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 +msgid "The tablet view button for a work order on a manufacturing order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:97 +msgid "" +"Once in tablet view, enter the quantity being manufactured immediately in " +"the :guilabel:`Units` field at the top left of the tablet view." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 +msgid "The Units field in the tablet view." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:104 +msgid "" +"The steps for the rest of the workflow depend on whether the manufacturing " +"order being processed requires the completion of a single work order or " +"multiple work orders." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:108 +msgid "Single work order" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:110 +msgid "" +"If the manufacturing order only requires the completion of a single work " +"order, complete the work order, then click :guilabel:`Mark As Done And Close" +" MO`. The manufacturing order is closed and a backorder for the units that " +"still need to be manufactured is created automatically." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 +msgid "" +"The Mark As Done And Close MO button in the tablet view of a work order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:118 +msgid "" +"Once the remaining units are ready to be manufactured, navigate to " +":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then" +" select the backorder manufacturing order, which is titled using the " +"reference tag of the original backorder with *002* added to the end." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:122 +msgid "" +"On the backorder manufacturing order, select the :guilabel:`Work Orders` tab" +" and click the :guilabel:`📱 (tablet view)` button located on the line of the" +" work order to open the tablet view. If all of the units in the backorder " +"will be completed immediately, simply click :guilabel:`Mark As Done And " +"Close MO` after completing the work order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:127 +msgid "" +"If only some of the remaining units will be manufactured immediately, enter " +"the number in the :guilabel:`Units` field at the top left of the tablet " +"view, then click :guilabel:`Mark As Done And Close MO` to create another " +"backorder for the remaining units. The new backorder can be processed using " +"the steps detailed in this section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:133 +msgid "Multiple work orders" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:135 +msgid "" +"If the manufacturing order requires the completion of multiple work orders, " +"complete the first work order, and then click :guilabel:`Record Production`." +" This splits the manufacturing order into two separate orders, titled " +"*WH/MO/XXXXX-001* and *WH/MO/XXXXX-002*, with *XXXXX* being the number of " +"the original order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst-1 +msgid "The Record Production button on a work order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:144 +msgid "" +"The tablet view defaults to showing the first work order for the *002* " +"manufacturing order. Since this manufacturing order will not be completed " +"immediately, back out of tablet view by clicking the :guilabel:`⬅️ (back)` " +"button twice. Doing so will take you to the *001* order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:148 +msgid "" +"To finish the *001* order, select the :guilabel:`Work Orders` tab and click " +"the :guilabel:`tablet view` button located on the line of the next work " +"order. Finally, complete the remaining work orders, then click " +":guilabel:`Mark As Done And Close MO` to close the manufacturing order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:152 +msgid "" +"Once the remaining units are ready to be manufactured, navigate to " +":menuselection:`Manufacturing --> Operations --> Manufacturing Orders`, then" +" select the *002* order. Select the :guilabel:`Work Orders` tab and click " +"the :guilabel:`tablet view` button located on the line of the first work " +"order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:157 +msgid "" +"If all of the units in the backorder will be completed immediately, simply " +"click :guilabel:`Mark As Done And Close MO` after completing all of the work" +" orders." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:160 +msgid "" +"If only some of the remaining units will be manufactured immediately, enter " +"the number in the :guilabel:`Units` field at the top left of the tablet " +"view, then click :guilabel:`Record Production` to create an additional " +"backorder for the remaining units, with *003* at the end of its reference " +"tag." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:165 +msgid "" +"The *002* backorder and *003* backorder can be completed by following the " +"steps detailed in this section." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:169 +msgid "" +"It is also possible to create a backorder in the middle of a manufacturing " +"order, when some but not all of the work orders have already been completed." +" Doing so marks the completed work order(s) as :guilabel:`Finished` on the " +"backorder." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:174 +msgid "" +"A manufacturing order for four chairs requires the completion of two work " +"orders: *Paint* and *Assemble*. While the paint step can be completed " +"immediately for all four chairs, there are only enough screws to assemble " +"two of them." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:178 +msgid "" +"As a result, the employee responsible for producing the chairs begins by " +"painting all four, and marking the *Paint* work order as " +":guilabel:`Finished` for all of them. Then, they move on to the *Assemble* " +"work order. They assemble two of the four chairs, enter that number in the " +":guilabel:`Units` field of the tablet view, and click :guilabel:`Record " +"Production`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:183 +msgid "" +"A backorder manufacturing order is created for the remaining two chairs. On " +"the backorder, the *Paint* work order is already marked as " +":guilabel:`Finished`, and only the *Assemble* work order is left to be " +"completed." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/manufacturing/management/manufacturing_backorders.rst:187 +msgid "" +"Once more screws are available, the manufacturing employee assembles the " +"remaining chairs and clicks :guilabel:`Mark As Done And Close MO` to " +"complete the *Assemble* work order and close the backorder manufacturing " +"order." +msgstr "" + #: ../../content/applications/inventory_and_mrp/manufacturing/management/product_variants.rst:3 msgid "Managing BoMs for product variants" msgstr "" @@ -12121,13 +13406,6 @@ msgid "" "manufacturing process." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 -msgid "" -"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " -"Operations --> Scrap`. Each scrap order shows the date and time the order " -"was created, along with the product and quantity that was scrapped." -msgstr "" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:23 msgid "" "To view the total quantity of each item scrapped, navigate to " @@ -12679,25 +13957,25 @@ msgstr "" msgid "Use the Master Production Schedule" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:5 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:7 msgid "" "The Master Production Schedule (MPS) is a valuable tool to plan your " "production based on your demand forecast." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:13 msgid "" "Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` " "and activate the Master Production Schedule feature before hitting save." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:17 msgid "" "In the MPS settings, you can define the time range of your MPS " "(month/week/day) and the number of periods you want to display at all times." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:18 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:20 msgid "" "Now, go to :menuselection:`Planning --> Master Production Schedule` and " "click on *add a product*. You can now define your safety stock target (= the" @@ -12705,7 +13983,7 @@ msgid "" "and maximum quantities that must or can be replenished in each period." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:26 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:28 msgid "" "In the MPS view, you can decide which information you would like to display " "by clicking on *rows*. For instance, the *Actual demand* will show you which" @@ -12715,11 +13993,11 @@ msgid "" "to hide rows if you like." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 msgid "Estimate your demand and launch replenishment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:40 msgid "" "The next step is to estimate the demand for the chosen period. This is done " "in the *Forecasted Demand* Row. You can easily, at any time, compare the " @@ -12728,7 +14006,7 @@ msgid "" "components." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:48 msgid "" "Once the forecasted demand has been set, the quantity to replenish for the " "different periods will automatically be computed. The replenishments you are" @@ -12737,14 +14015,14 @@ msgid "" " replenishment by clicking on the replenish button." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:52 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:54 msgid "" "Depending on the configuration of the product (buy vs. manufacture), " "requests for quotations or manufacturing orders will be created. You can " "easily access those by clicking on the *Actual Replenishment* cell." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:61 msgid "" "In case you manually edit the *Suggested Replenishment* quantity, a small " "cross will appear on the left hand side of the cell. In case you want to go " @@ -12752,74 +14030,74 @@ msgid "" "cross." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 msgid "Cells color signification" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:69 msgid "" "The cells, which are part of the *Suggested Replenishment* line, can take " "different colors depending on the situation:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:70 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 msgid "" "**Green**: quantity of products which should be replenished to reach the " "expected safety stock considering the demand forecast and the indirect " "demand forecast." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 msgid "" "**Grey**: replenishment order has already been generated, and its quantity " "still matches current data." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 msgid "" "**Red**: replenishment order has already been generated, and its quantity " "was too high considering current data." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 msgid "" "**Orange**: replenishment order has already been generated, and its quantity" " was too low considering current data." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:80 msgid "" "The *Forecasted stock* line can also contain red cells, which means the " "stock will be negative during the period in question." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 msgid "What if I have underestimated the demand?" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:86 msgid "" "You can still increase the demand forecast. It will impact the quantity to " "replenish. The cell will become orange, and you’ll be able to launch a new " "replenishment." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 msgid "What if I have overestimated the demand?" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:93 msgid "" "You can decrease the demand forecast. The cell will become red to inform you" " that you’ve ordered more than planned. If you’re still able to do it, you " "can cancel some RFQ or MO manually." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 msgid "What if I wrongly added a product to the MPS?" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:100 msgid "" "You can easily remove a product from the MPS by clicking the small bin on " "the right of its name." @@ -12895,17 +14173,17 @@ msgstr "" msgid "An example of a fully configured work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 msgid "Set standards for work center productivity" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:40 msgid "" "The :guilabel:`General Information` tab on the work center form allows for " "productivity goals to be assigned to a work center:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:43 msgid "" ":guilabel:`Time Efficiency`: used to calculate the expected duration of a " "work order at the work center; for example, if a work order normally takes " @@ -12913,35 +14191,35 @@ msgid "" "minutes" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:44 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 msgid "" ":guilabel:`Capacity`: the number of operations that can be performed at the " "work center simultaneously" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 msgid ":guilabel:`OEE Target`: the target for efficiency at the work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:47 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 msgid "" ":guilabel:`Setup Time`: time required to set up the work center before work " "can commence" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 msgid "" ":guilabel:`Cleanup Time`: time required to clean the work center after work " "is finished" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:51 msgid "" ":guilabel:`Cost per hour`: the cost of operating the work center for one " "hour" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:52 msgid "" ":guilabel:`Analytic Account`: the account where the cost of the work center " "should be recorded" @@ -12951,44 +14229,44 @@ msgstr "" msgid "The general information tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:57 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 msgid "Assign equipment to a work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:61 msgid "" "Using the :guilabel:`Equipment` tab, it is possible for specific pieces of " "equipment to be assigned to a work center. The following information will be" " displayed for each piece of equipment added:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:62 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 msgid ":guilabel:`Equipment Name`: the name of the piece of equipment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:63 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 msgid "" ":guilabel:`Technician`: the technician responsible for servicing the " "equipment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:66 msgid ":guilabel:`Equipment Category`: the category the equipment belongs to" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 msgid "" ":guilabel:`MTBF`: mean time between failures; the average time that the " "piece of equipment will operate before failing" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 msgid "" ":guilabel:`MTTR`: mean time to recovery; the average time it takes for the " "equipment to become fully operational again" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:71 msgid "" ":guilabel:`Est. Next Failure`: an estimate of when the next equipment " "failure will occur" @@ -12998,31 +14276,31 @@ msgstr "" msgid "The equipment tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:78 msgid "" ":guilabel:`MTBF`, :guilabel:`MTTR`, and :guilabel:`Est. Next Failure` are " "all calculated automatically based on past failure data, if any exists." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 msgid "Integrate IoT devices" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:86 msgid "" "The :guilabel:`IoT Triggers` tab enables the integration of :abbr:`IoT " "(Internet of Things)` devices with a work center:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 msgid ":guilabel:`Device`: specifies the IoT device to be triggered" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:88 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:90 msgid ":guilabel:`Key`: the security key for the device" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:91 msgid ":guilabel:`Action`: the IoT device action triggered" msgstr "" @@ -13030,11 +14308,11 @@ msgstr "" msgid "The IoT Triggers tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 msgid "Use case: configure an alternative work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:100 msgid "" "When a work center is at capacity, it cannot accept any new work orders. " "Instead of waiting for the work center to become available, it is possible " @@ -13042,7 +14320,7 @@ msgid "" "carried out." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:102 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:104 msgid "" "Begin by creating a new work center. Configure the :guilabel:`Equipment` tab" " so that it has all of the same equipment as the main work center. This will" @@ -13051,7 +14329,7 @@ msgid "" ":guilabel:`Alternative Workcenters` selection field." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:107 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:109 msgid "" "Now, create a new manufacturing order that uses the main work center for one" " of its operations. The main work center will automatically be selected for " @@ -13065,7 +14343,7 @@ msgid "" "Click the plan button to automatically select an available work center." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:116 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:118 msgid "" "If the main work center is at capacity, the work center selected for the " "operation will be automatically changed to the alternative work center." @@ -13075,11 +14353,11 @@ msgstr "" msgid "The alternative work center is automatically selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:124 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 msgid "Monitor work center performance" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:128 msgid "" "Performance for an individual work center can be viewed by selecting " ":menuselection:`Configuration --> Work Centers`, and clicking on a work " @@ -13087,23 +14365,23 @@ msgid "" "at the top right of the form:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:130 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 msgid "" ":guilabel:`OEE`: overall effective efficiency, the percentage of time that " "the work center has been fully productive" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 msgid ":guilabel:`Lost`: the amount of time lost due to work stoppages" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:133 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:135 msgid "" ":guilabel:`Load`: the amount of time it will take to complete the current " "workload" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:136 msgid "" ":guilabel:`Performance`: the real duration of work time, shown as a " "percentage of the expected duration" diff --git a/locale/uk/LC_MESSAGES/productivity.po b/locale/uk/LC_MESSAGES/productivity.po index e5f47feaa..5471865a6 100644 --- a/locale/uk/LC_MESSAGES/productivity.po +++ b/locale/uk/LC_MESSAGES/productivity.po @@ -6,15 +6,16 @@ # Translators: # Alina Lisnenko , 2023 # Martin Trigaux, 2023 +# Wil Odoo, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-07-07 06:24+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" -"Last-Translator: Martin Trigaux, 2023\n" +"Last-Translator: Wil Odoo, 2023\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -353,29 +354,30 @@ msgstr "" msgid "" "Refer to `Microsoft's documentation `_ on how to" -" set up an Azure AD Tenant (also called an *environment*), which is a " -"representation of an organization to manage and register apps." +" set up an Microsoft Entra ID (formally called *Microsoft Azure Active " +"Directory (Azure AD)*), which is a representation of an organization to " +"manage and register apps." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:23 +#: ../../content/applications/productivity/calendar/outlook.rst:24 msgid "" "Then, `Register an Application `_, choosing the " "appropriate :guilabel:`Supported account type`. Users who wish to connect " "their Outlook calendar to Odoo should select the :guilabel:`Accounts in any " -"organizational directory (Any Azure AD directory - Multitenant) and personal" -" Microsoft accounts (e.g. Skype, Xbox)` option for :guilabel:`Supported " -"account types`." +"organizational directory (Any Microsoft Entra ID directory - Multitenant) " +"and personal Microsoft accounts (e.g. Skype, Xbox)` option for " +":guilabel:`Supported account types`." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:29 +#: ../../content/applications/productivity/calendar/outlook.rst:30 msgid "" "When configuring the :guilabel:`Redirect URI`, choose :guilabel:`Web` and " "copy the Odoo database URI (URL) followed by " "`/microsoft_account/authentication`." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:33 +#: ../../content/applications/productivity/calendar/outlook.rst:34 msgid "" "Enter `https://www.companyname.odoo.com/microsoft_account/authentication` " "for the :guilabel:`Redirect URI`." @@ -384,24 +386,24 @@ msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst-1 msgid "" "The \"Supported account type\" and \"Redirect URI\" settings in the " -"Microsoft Azure AD portal." +"Microsoft Entra ID portal." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:40 +#: ../../content/applications/productivity/calendar/outlook.rst:41 msgid "" "For more information on the restrictions and limitations of URIs, `check " "this page `_." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:43 +#: ../../content/applications/productivity/calendar/outlook.rst:44 msgid "" "Regarding the application credentials, the user *must* add a client secret, " "which allows Odoo to authenticate itself, requiring no interaction from the " "user's side. :guilabel:`Certificates` are optional." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:47 +#: ../../content/applications/productivity/calendar/outlook.rst:48 msgid "" "To do add a client secret, click :guilabel:`Add a certificate or secret` and" " then click :guilabel:`New client secret`. Next, type a " @@ -409,7 +411,7 @@ msgid "" ":guilabel:`Expires`." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:51 +#: ../../content/applications/productivity/calendar/outlook.rst:52 msgid "" "Since resetting the synchronization can be tricky, Odoo recommends setting " "the maximum allowed expiration date for the client secret (24 months), so " @@ -417,11 +419,11 @@ msgid "" "generate the client secret (:guilabel:`Secret ID`)." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:56 +#: ../../content/applications/productivity/calendar/outlook.rst:57 msgid "Configuration in Odoo" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:58 +#: ../../content/applications/productivity/calendar/outlook.rst:59 msgid "" "In the Odoo database, go to :menuselection:`Settings --> General Settings " "--> Integrations` and activate the :guilabel:`Outlook Calendar` setting." @@ -431,7 +433,7 @@ msgstr "" msgid "The \"Outlook Calendar\" setting activated in Odoo." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:65 +#: ../../content/applications/productivity/calendar/outlook.rst:66 msgid "" "From the Microsoft Azure portal, under the :guilabel:`Overview` section of " "the application, copy the :guilabel:`Application (Client) ID`, and paste it " @@ -442,7 +444,7 @@ msgstr "" msgid "The \"Client ID\" in the Microsoft Azure portal." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:72 +#: ../../content/applications/productivity/calendar/outlook.rst:73 msgid "" "In the Microsoft Azure portal, under the :guilabel:`Certificates & secrets` " "section, copy the :guilabel:`Client Secret Value` and paste it into the " @@ -453,17 +455,17 @@ msgstr "" msgid "The \"Client Secret\" token to be copied from Microsoft to Odoo." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:79 +#: ../../content/applications/productivity/calendar/outlook.rst:80 msgid "" "Finally, on the Odoo :menuselection:`Settings --> General Settings` page, " "click :guilabel:`Save`." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:84 +#: ../../content/applications/productivity/calendar/outlook.rst:85 msgid "Sync with Outlook" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:88 +#: ../../content/applications/productivity/calendar/outlook.rst:89 msgid "" "Odoo highly recommends testing the Outlook calendar synchronization on a " "test database and a test email address (that is not used for any other " @@ -471,7 +473,7 @@ msgid "" "user's production database." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:92 +#: ../../content/applications/productivity/calendar/outlook.rst:93 msgid "" "If the user has any past, present, or future events on their Odoo calendar " "before syncing their Outlook calendar, Outlook will treat the events pulled " @@ -479,7 +481,7 @@ msgid "" "notification to be sent from Outlook to all the event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:96 +#: ../../content/applications/productivity/calendar/outlook.rst:97 msgid "" "To avoid unwanted emails being sent to all past, present, and future event " "attendees, the user must add the events from the Odoo calendar to the " @@ -487,7 +489,7 @@ msgid "" "and then start the sync." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:100 +#: ../../content/applications/productivity/calendar/outlook.rst:101 msgid "" "Even after synchronizing the Odoo Calendar with the Outlook calendar, " "Outlook will still send a notification to all event participants every time " @@ -496,64 +498,53 @@ msgid "" " Odoo's side." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:105 -msgid "" -"After one user syncs their Outlook calendar to the Odoo database, unwanted " -"email notifications are unavoidable because the first synchronized user's " -"events will be in the Odoo Calendar. If the Odoo database is shared amongst " -"multiple users, and another user wants to sync their Outlook calendar with " -"Odoo Calendar, Outlook will again pull the existing Odoo Calendar events " -"during the sync and treat them as new events, causing Outlook to send email " -"invitations to all event attendees." -msgstr "" - -#: ../../content/applications/productivity/calendar/outlook.rst:112 +#: ../../content/applications/productivity/calendar/outlook.rst:106 msgid "" "In summary, once a user synchronizes their Outlook calendar with the Odoo " "calendar:" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:114 +#: ../../content/applications/productivity/calendar/outlook.rst:108 msgid "" "Creating an event in Odoo causes Outlook to send an invitation to all event " "attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:115 +#: ../../content/applications/productivity/calendar/outlook.rst:109 msgid "" "Deleting an event in Odoo causes Outlook to send a cancellation to all event" " attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:116 +#: ../../content/applications/productivity/calendar/outlook.rst:110 msgid "" "Unarchiving an event in Odoo causes Outlook to send an invitation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:117 +#: ../../content/applications/productivity/calendar/outlook.rst:111 msgid "" "Archiving an event in Odoo causes Outlook to send a cancellation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:118 +#: ../../content/applications/productivity/calendar/outlook.rst:112 msgid "" "Adding a contact to an event causes Outlook to send an invitation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:119 +#: ../../content/applications/productivity/calendar/outlook.rst:113 msgid "" "Removing a contact from an event causes Outlook to send a cancellation to " "all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:122 +#: ../../content/applications/productivity/calendar/outlook.rst:116 msgid "Sync Odoo Calendar and Outlook" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:124 +#: ../../content/applications/productivity/calendar/outlook.rst:118 msgid "" "In the Odoo database, go to the :guilabel:`Calendar` module and click the " ":guilabel:`Outlook` sync button. The page will redirect to a Microsoft login" @@ -565,27 +556,27 @@ msgstr "" msgid "The \"Outlook\" sync button in Odoo Calendar." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:132 +#: ../../content/applications/productivity/calendar/outlook.rst:126 msgid "" "The synchronization is a two-way process, meaning that events are reconciled" " in both accounts (Outlook and Odoo)." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:136 +#: ../../content/applications/productivity/calendar/outlook.rst:130 msgid "" "All users that want to use the synchronization simply need to :ref:`sync " "their calendar with Outlook `. The configuration of " -"Microsoft's Azure account is only done once, as Azure AD tenants' Client IDs" -" and Client Secrets are unique, and represent an organization that helps the" -" user to manage a specific instance of Microsoft cloud services for their " -"internal and external users." +"Microsoft's Azure account is only done once, as Microsoft Entra ID tenants' " +"Client IDs and Client Secrets are unique, and represent an organization that" +" helps the user to manage a specific instance of Microsoft cloud services " +"for their internal and external users." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:143 +#: ../../content/applications/productivity/calendar/outlook.rst:137 msgid ":doc:`../mail_plugins/outlook`" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:144 +#: ../../content/applications/productivity/calendar/outlook.rst:138 msgid ":doc:`google`" msgstr "" @@ -737,6 +728,12 @@ msgstr "" msgid "The \"ICE servers\" page in Odoo." msgstr "" +#: ../../content/applications/productivity/discuss/advanced/ice_servers.rst:82 +msgid "" +"For on-premise instances of Odoo, the package `python3-gevent` is necessary " +"for the Discuss module to run calls/video calls on Ubuntu (Linux) servers." +msgstr "" + #: ../../content/applications/productivity/discuss/overview.rst:5 msgid "Overview" msgstr "Загальний огляд" @@ -895,7 +892,7 @@ msgid "View of the contacts’ status for Odoo Discuss" msgstr "" #: ../../content/applications/productivity/discuss/overview/get_started.rst:97 -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:65 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:250 msgid ":doc:`team_communication`" msgstr "" @@ -904,130 +901,468 @@ msgid ":doc:`/applications/general/email_communication/email_servers`" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:3 -msgid "Get Organized by Planning Activities" -msgstr "" +msgid "Activities" +msgstr "Дії" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:5 msgid "" -"When you plan activities you minimize the risk of uncertainties, as you " -"provide clear directions for the course of your next action. In addition to " -"that, you do not leave space for wasteful activities and reduce the chance " -"of having overlapping actions between team members." +"*Activities* are follow-up tasks tied to a record in an Odoo database. " +"Activities can be scheduled on any page of the database that contains a " +"chatter thread, kanban view, list view, or activities view of an " +"application." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:10 -msgid "Where do I see my schedule activities?" +msgid "Schedule activities" msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:12 msgid "" -"Access and manage your activities wherever you are in Odoo by the " -"*Activities* menu." +"One way that activities are created is by clicking the :guilabel:`Schedule " +"Activity` button, located at the top of the *chatter* on any record. On the " +"pop-up window that appears, select an :guilabel:`Activity Type` from the " +"drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:17 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:21 +msgid "" +"Enter a title for the activity in the :guilabel:`Summary` field, located in " +"the :guilabel:`Schedule Activity` pop-up window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:24 +msgid "" +"To assign the activity to a different user, select a name from the " +":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the " +"activity is automatically assigned." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:27 +msgid "" +"Lastly, feel free to add any additional information in the optional " +":guilabel:`Log a note...` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:30 +msgid "" +"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " +"window auto-populates based on the configuration settings for the selected " +":guilabel:`Activity Type`. However, this date can be changed by selecting a " +"day on the calendar in the :guilabel:`Due Date` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:34 +msgid "Lastly, click one of the following buttons:" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:36 +msgid "" +":guilabel:`Schedule`: adds the activity to the chatter under " +":guilabel:`Planned activities`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:37 +msgid "" +":guilabel:`Mark as Done`: adds the details of the activity to the chatter " +"under :guilabel:`Today`. The activity is not scheduled, it is automatically " +"marked as completed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:39 +msgid "" +":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " +"marked as done, and opens a new activity window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:41 +msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads page emphasizing the activities menu for Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:20 -msgid "Plan activities" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:22 -msgid "" -"Activities can be planned and managed from the chatter by clicking on " -"*Schedule activity*, or through Kanban views." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads and the option to schedule an activity for Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:31 -msgid "Set your activity types" -msgstr "Встановіть види діяльності" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:33 -msgid "" -"A number of activities types are available by default in Odoo (call, email, " -"meeting, etc.). However, you can set new ones going to " -":menuselection:`Settings --> Activity types`." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of the settings page emphasizing the menu activity types for Odoo " -"Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:42 -msgid "" -"If you need to create an activity type with an available calendar, make sure" -" to create it with an *Action to Perform* set as *Meeting*." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:46 -msgid "Recommend next activities" +msgid "View of CRM leads and the option to schedule an activity." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:48 msgid "" -"Odoo helps you to plan a flow of activities by allowing you to set " -"*Recommended Next Activities*." +"Depending on the activity type, the :guilabel:`Schedule` button may be " +"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` " +"button." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:51 +msgid "" +"Scheduled activities are added to the chatter for the record under " +":guilabel:`Planned activities`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:57 +msgid "" +"Activities can also be scheduled from the kanban, list, or activities view " +"of an application." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:61 +msgid "Kanban view" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:63 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill " +"out the pop-up form." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Kanban view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:70 +msgid "List view" +msgstr "Список перегляду" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:72 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already " +"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 " +"(phone)` or an :guilabel:`✉️ (envelope)` icon." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "List view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:80 +msgid "Activity view" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:82 +msgid "" +"To open the activity view for an application, select the :guilabel:`🕘 " +"(clock)` icon from the menu bar anywhere in the database. Select any " +"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` " +"icon for the desired app." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity menu drop down with focus on where to open activity view for CRM." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:90 +msgid "" +"Select a record on which to schedule an activity. Move across the row to " +"find the desired activity type, then click the :guilabel:`＋ (plus sign)`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:98 +msgid "" +"Activity colors, and their relation to an activity's due date, is consistent" +" throughout Odoo, regardless of the activity type, or the view." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:101 +msgid "" +"Activities that appear in **green** indicate a due date sometime in the " +"future." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:102 +msgid "**Yellow** indicates that the activity's due date is today." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:103 +msgid "" +"**Red** indicates that the activity is overdue and the due date has passed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:105 +msgid "" +"For example, if an activity is created for a phone call, and the due date " +"passes, the activity appears with a red phone in list view, and a red clock " +"on the kanban view." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:109 +msgid "View scheduled activities" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:111 +msgid "" +"To view scheduled activities, open either the :menuselection:`Sales app` or " +":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located " +"to the far-right side of the other view options." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:114 +msgid "" +"Doing so opens the activities menu, showcasing all the scheduled activities " +"for the user, by default. To show all activities for every user, remove the " +":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:118 +msgid "" +"To view a consolidated list of activities separated by the application where" +" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on" +" the header menu to see the activities for that specific application in a " +"drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:122 +msgid "" +"The possibility to :guilabel:`Add new note` and :guilabel:`Request a " +"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘" +" (clock)` icon on the header menu is clicked." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of CRM leads page emphasizing the activities menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:130 +msgid "Configure activity types" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:132 +msgid "" +"To configure the types of activities in the database, go to " +":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of the settings page emphasizing the menu activity types." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:139 +msgid "" +"Doing so reveals the :guilabel:`Activity Types` page, where the existing " +"activity types are found." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:141 +msgid "" +"To edit an existing activity type, select it from the list, then click " +":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:144 +msgid "" +"At the top of a blank activity type form, start by choosing a " +":guilabel:`Name` for the new activity type." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "New activity type form." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:152 +msgid "Activity settings" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:155 +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "Дія" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:157 +msgid "" +"The *Action* field specifies the intent of the activity. Some actions " +"trigger specific behaviors after an activity is scheduled." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:160 +msgid "" +"If :guilabel:`Upload Document` is selected, a link to upload a document is " +"added directly to the planned activity in the chatter." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:162 +msgid "" +"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " +"have the option to open their calendar to schedule a time for this activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:164 +msgid "" +"If :guilabel:`Request Signature` is selected, a link is added to the planned" +" activity in the chatter that opens a signature request pop-up window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:168 +msgid "" +"The actions available to select on an activity type vary, depending on the " +"applications currently installed in the database." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:172 +msgid "Default user" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:174 +msgid "" +"To automatically assign this activity to a specific user when this activity " +"type is scheduled, choose a name from the :guilabel:`Default User` drop-down" +" menu. If this field is left blank, the activity is assigned to the user who" +" creates the activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:179 +msgid "Default summary" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:181 +msgid "" +"To include notes whenever this activity type is created, enter them into the" +" :guilabel:`Default Summary` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:185 +msgid "" +"The information in the :guilabel:`Default User` and :guilabel:`Default " +"Summary` fields are included when an activity is created. However, they can " +"be altered before the activity is scheduled or saved." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:190 +msgid "Next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:192 +msgid "" +"To automatically suggest, or trigger, a new activity after an activity has " +"been marked complete, the :guilabel:`Chaining Type` must be set." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:196 +msgid "Suggest next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:198 +msgid "" +"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " +"Activity`. Upon doing so, the field underneath changes to: " +":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " +"select any activities to recommend as follow-up tasks to this activity type." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:202 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:230 +msgid "" +"In the :guilabel:`Schedule` field, choose a default deadline for these " +"activities. To do so, configure a desired number of :guilabel:`Days`, " +":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " +":guilabel:`after completion date` or :guilabel:`after previous activity " +"deadline`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:207 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:235 +msgid "" +"This :guilabel:`Schedule` field information can be altered before the " +"activity is scheduled." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:209 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:237 +msgid "When all configurations are complete, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "Schedule activity popup with emphasis on recommended activities." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:216 +msgid "" +"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " +"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " +"users are presented with recommendations for activities as next steps." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:221 +msgid "Trigger next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:223 +msgid "" +"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " +"immediately launches the next activity once the previous one is completed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:226 +msgid "" +"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " +"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " +":guilabel:`Trigger` field drop-down menu, select the activity that should be" +" launched once this activity is completed." msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "" -"View of an activity type form emphasizing the field recommended next activities for Odoo\n" -"Discuss" +"Schedule new activity popup with emphasis on Done and launch next button." msgstr "" -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:55 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:244 msgid "" -"Once the respective activity is completed, select *Done & Schedule Next* and" -" next steps are suggested to you." +"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" +" Next Activity`, marking the activity as `Done` immediately launches the " +"next activity listed in the :guilabel:`Trigger` field." msgstr "" -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of an activity being schedule emphasizing the recommended activities field being\n" -"shown for Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:64 -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:115 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:249 +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:98 msgid ":doc:`get_started`" msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:3 -msgid "Efficiently Communicate Using Channels" +msgid "Use channels for team communication" msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:5 msgid "" -"You can use channels to organize discussions between individual teams, " -"departments, projects, or any other group that requires regular " -"communication. This way, you keep everyone in the loop updated with the " -"latest developments." +"Use channels in the Odoo *Discuss* app to organize discussions between " +"individual teams, departments, projects, or any other group that requires " +"regular communication. With channels, employees can communicate inside " +"dedicated spaces within the Odoo database around specific topics, updates, " +"and latest developments having to do with the organization." msgstr "" -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:10 -msgid "Public and Private channels" +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:11 +msgid "Public and private channels" msgstr "" -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:12 +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:13 msgid "" "A *Public* channel can be seen by everyone, while a *Private* one is only " -"visible to users invited to it." +"visible to users invited to it. To create a new channel, navigate to the " +":menuselection:`Discuss` app, and then click on the :guilabel:`➕ (plus)` " +"icon next to the :guilabel:`Channels` heading in the left-side menu. After " +"typing the name of the channel, two selectable options will appear: The " +"first is a channel with a hashtag (`#`) to indicate that it is a public " +"channel; the second option is a channel with a lock icon (`🔒`) next to it, " +"to indicate that it is a private channel. Select the channel type that best " +"fits the communication needs." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 -msgid "View of discuss’s sidebar and a channel being created in Odo Discuss" +msgid "View of discuss's sidebar and a channel being created in Odoo Discuss." msgstr "" -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:21 +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:26 msgid "" "A public channel is best used when many employees need to access information" " (such as company announcements), whereas a private channel could be used " @@ -1035,160 +1370,115 @@ msgid "" "specific department)." msgstr "" -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:26 +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:31 msgid "Configuration options" msgstr "" -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:28 +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:33 msgid "" -"You can configure a channel’s name, description, email alias, and privacy by" -" clicking on the *Channel Settings* icon on the sidebar." +"The channel's :guilabel:`Group Name`, :guilabel:`Description`, and " +":guilabel:`Privacy` settings can be modified by clicking on the channel's " +"settings, represented by a :guilabel:`⚙️ (gear)` icon in the left sidebar " +"menu, next to the channel's name." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 -msgid "View of a channel’s settings form in Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:36 -msgid "Privacy and Members" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:40 -msgid "" -"Changing *Who can follow the group’s activities?* allows you to control " -"which groups can have access to the channel. Note that allowing *Everyone* " -"to follow a private channel lets other users view and join it, as they would" -" a public one." +msgid "View of a channel's settings form in Odoo Discuss." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:42 +msgid "Privacy and Members tabs" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:44 msgid "" -"If you choose *Invited people only*, go to the *Members* tab to add your " -"members, or, go to Discuss’ main page, select the channel and click on " -"*Invite*." +"Changing :guilabel:`Who can follow the group's activities?` controls which " +"groups can have access to the channel." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:48 +msgid "" +"Allowing :guilabel:`Everyone` to follow a private channel lets other users " +"view and join it, as they would a public one." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:51 +msgid "" +"When choosing :guilabel:`Invited people only`, specify in the " +":guilabel:`Members` tab which members should be invited. Inviting members " +"can also be done from the *Discuss* app's main dashboard, by selecting the " +"channel, clicking the *add user* icon in the top-right corner of the " +"dashboard, and finally clicking :guilabel:`Invite to Channel` once all the " +"users have been added." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 +msgid "View of Discuss' option to invite members in Odoo Discuss." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:60 +msgid "" +"When the :guilabel:`Selected group of users` option is selected, it reveals " +"the ability to add an :guilabel:`Authorized Group`, along with the options " +"to :guilabel:`Auto Subscribe Groups` and :guilabel:`Auto Subscribe " +"Departments`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:64 +msgid "" +"The option to :guilabel:`Auto Subscribe Groups` automatically adds users of " +"that particular user group as followers. In other words, while " +":guilabel:`Authorized Groups` limits which users can access the channel, " +":guilabel:`Auto Subscribe Groups` automatically adds users as members as " +"long as they are part of a specific user group. The same is true for " +":guilabel:`Auto Subscribe Departments`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:70 +msgid "Quick search bar" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:72 +msgid "" +"Once at least 20 channels, direct messages, or live chat conversations (if " +"*Live Chat* module is installed on the database) are pinned in the sidebar, " +"a :guilabel:`Quick search…` bar is displayed. This feature is a convenient " +"way to filter conversations and quickly find relevant communications." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 msgid "" -"View of Discuss’ sidebar emphasizing the option to invite members in Odoo " -"Discuss" +"View of the Discuss' sidebar emphasizing the quick search bar in Odoo " +"Discuss." msgstr "" -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:49 -msgid "" -"For *Selected group of users*, the option *Auto Subscribe Groups* " -"automatically add its members as followers. In other words, while " -"*Authorized Groups* limits which users can access the channel, *Auto " -"Subscribe Groups* automatically adds the user as a member as long as they " -"are part of the group." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:55 -msgid "Use a channel as a mailing list" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:57 -msgid "" -"Choosing to *Send messages by email* configures the channel to behave as a " -"mailing list." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:59 -msgid "" -"Enabling this option allows you to *Moderate this channel*, meaning that " -"messages will need to be approved before being sent." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 -msgid "View of a message with a pending moderation status in Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:66 -msgid "" -"Under the *Moderation* tab choose as many moderators as you need, and if you" -" would like them to receive an *Automatic notification*." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:67 -msgid "" -"Mark *Send guidelines to new subscribers* to automatically send instructions" -" to newcomers." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 -msgid "" -"View of a channel’s settings form emphasizing the tab moderation in Odoo " -"Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:73 -msgid "" -"Moderators can: *Accept*, *Reject*, *Discard*, *Always Allow* or *Ban* " -"messages." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 -msgid "View of a message to be moderated in Odoo Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:80 -msgid "" -"Members of a mailing channel receive messages through email regardless of " -"their :doc:`notification preference `." +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:81 +msgid "Finding channels" msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst:83 msgid "" -"Once a channel is moderated, the menu *Ban List* allows you to add email " -"addresses per moderated channel to auto-ban them from sending messages." +"Click on the settings :guilabel:`⚙️ (gear)` icon, located in the left " +"sidebar, to the right of the :guilabel:`CHANNELS` collapsible menu item. " +"Doing so will lead to a mosaic view containing all the public channels " +"available. Users can join or leave channels on this screen by clicking the " +":guilabel:`JOIN` or :guilabel:`LEAVE` buttons that appear in the channel " +"boxes." msgstr "" -#: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:88 msgid "" -"View of a channel’s setting form emphasizing the ban Lists menu in Odoo " -"Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:91 -msgid "Quick search bar" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:93 -msgid "" -"Once at least 20 channels, direct message and live chat conversations (if " -"the module is installed on your database) are pinned in the sidebar, a " -"*Quick search…* bar is displayed. It is a clever way to filter conversations" -" and quickly find the one you need." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 -msgid "" -"View of the Discuss’ sidebar emphasizing the quick search bar in Odoo " -"Discuss" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:103 -msgid "Finding channels" -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:106 -msgid "" -"Click on *Channels* (on the sidebar), browse through the list of public " -"channels, and join or leave them from a single screen." -msgstr "" - -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:108 -msgid "" -"Apply filters criteria and save it for later use. The search function " -"accepts wildcards by using the underscore character *(_)* to represent a " -"single character." +"There is also the ability to apply filtering criteria and save them for " +"later use. The :guilabel:`Search...` function accepts wildcards by using the" +" underscore character [ `_` ], and specific searches can be saved by using " +"the :menuselection:`Favorites --> Save Current Search` drop-down menu." msgstr "" #: ../../content/applications/productivity/discuss/overview/team_communication.rst-1 msgid "View of a channel being searched through filters in Odoo Discuss" msgstr "" -#: ../../content/applications/productivity/discuss/overview/team_communication.rst:116 +#: ../../content/applications/productivity/discuss/overview/team_communication.rst:99 msgid ":doc:`plan_activities`" msgstr "" @@ -1196,8 +1486,23 @@ msgstr "" msgid "Internet of Things (IoT)" msgstr "Інтернет речей (IoT)" +#: ../../content/applications/productivity/iot.rst:17 +msgid "" +"The Open Platform Communications (OPC) Unified Architecture (UA) protocol is" +" now supported by the :abbr:`IoT (Internet of Things)` box. :abbr:`OPC (Open" +" Platform Communications)` :abbr:`UA (United Architecture)` is an open " +"standard that specifies information exchange for industrial communication on" +" devices, between machines and between systems. This includes communication " +"between information technology and operational technology. :abbr:`OPC (Open " +"Platform Communications)` :abbr:`UA (United Architecture)` can be used with " +"any software platform, on a wide variety of devices, and deployed securely. " +"The :abbr:`IoT (Internet of Things)` box has entered the world of the " +"Industry 4.0 standard and can be utilized in a wide variety of industries, " +"and for things like building automation, packaging, utilities, etc." +msgstr "" + #: ../../content/applications/productivity/iot/config.rst:5 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:6 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:10 msgid "Configuration" msgstr "Налаштування" @@ -1744,8 +2049,8 @@ msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:101 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:110 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:132 -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:150 -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:167 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:149 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:166 msgid "Reason:" msgstr "Причина:" @@ -1758,9 +2063,9 @@ msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:91 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:104 #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:114 -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:138 -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:160 -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:171 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:137 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:159 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:170 msgid "Solution:" msgstr "" @@ -1839,70 +2144,70 @@ msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:136 msgid "" "Consult with your system or network administrator should this issue arise. " -"This error code depends on the network infrastructure and goes beyond " -":doc:`Odoo support's service scope `." +"This error code depends on the network infrastructure and goes beyond Odoo " +"support's service scope." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:141 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:140 msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_STATUS`" msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:144 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:143 msgid "" "The IoT-box was able to reach ``_ but received an " "unusual `HTTP response (status codes) `_." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:148 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:147 msgid "" "This error code will also give the HTTP response status codes. For example, " "if the error reads `ERR_IOT_HTTPS_LOAD_REQUEST_STATUS 404` it means that the" " page returned a 404 error, which is the \"Page Not Found\" code." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:153 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:152 msgid "" "Check if ``_ is down using a web browser, as it's " "possible that it is down due to maintenance." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:156 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:155 msgid "" "If ``_ is down due to maintenance, unfortunately there" " is nothing that can be done but instead wait for it to recover." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:158 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:157 msgid "" "If ``_ is not down due to maintenance, open a `support" " ticket `_ on the matter. Ensure that the 3 " "digits status code next to the code error is included in the support ticket." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:163 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:162 msgid "`ERR_IOT_HTTPS_LOAD_REQUEST_NO_RESULT`" msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:166 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:165 msgid "" "The :abbr:`IoT (Internet of Things)` box was able to reach " "``_ but it refused to deliver the :abbr:`HTTPS " "(Hypertext Transfer Protocol Secure)` certificate." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:170 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:169 msgid "" "Ensure that the :abbr:`IoT (Internet of Things)` box and database are " "eligible for a certificate: :ref:`Internet of Things (IoT) eligibility " "`." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:174 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:173 msgid "How to ensure that the HTTPS certificate is correct" msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:176 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:175 msgid "" "If the certificate has been applied successfully, a new :abbr:`HTTPS " "(Hypertext Transfer Protocol Secure)` :abbr:`URL (Uniform Resource Locator)`" @@ -1915,24 +2220,24 @@ msgstr "" msgid "Odoo IoT app IoT box with .odoo-iot.com domain." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:185 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:184 msgid "" "When navigating to the :abbr:`URL (Uniform Resource Locator)` in a browser a" " secured :abbr:`HTTPS (Hypertext Transfer Protocol Secure)` connection will " "be established." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:192 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:191 msgid "Example of valid SSL certificate details on the browser." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:192 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:191 msgid "" "Padlock in Chrome on Windows 10 attesting the fact that the connection is " "secured in :abbr:`HTTPS (Hypertext Transfer Protocol Secure)`." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:195 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:194 msgid "" "The IoT-box homepage will now display an `OK` status next to `HTTPS " "certificate`. The drop-down menu icon, when clicked, will reveal information" @@ -1943,11 +2248,11 @@ msgstr "" msgid "IoT box homepage with HTTPS certificate OK status." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:203 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:202 msgid "Domain Name System (DNS) issue" msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:205 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:204 msgid "" "If the :abbr:`IoT (Internet of Things)` box can be accessed from its " ":abbr:`IP (Intrernet Protocol)` address but not the Odoo assigned domain: " @@ -1957,51 +2262,51 @@ msgid "" "`DNS_PROBE_FINISHED_NXDOMAIN`)." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:210 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:209 msgid "" "These :abbr:`DNS (Domain Name System)` issues may appear as the following in" " different browsers:" msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:214 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:213 msgid "Chrome" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0 -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:220 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:219 msgid "DNS issue on Chrome browser on Windows 10." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:223 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:222 msgid "Firefox" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0 -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:229 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:228 msgid "DNS issue on Firefox browser on Windows 10." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:231 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:230 msgid "Edge" msgstr "" #: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:0 -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:237 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:236 msgid "DNS issue on Edge browser on Windows 10." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:241 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:240 msgid "Domain Name System (DNS) issue solution" msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:243 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:242 msgid "" "Should the router allow the :abbr:`DNS (Domain Name System)` to be manually " "changed, change the DNS to use `Google DNS " "`_." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:245 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:244 msgid "" "If your router doesn't allow for this, then a change will need to be made on" " the :abbr:`DNS (Domain Name System)` settings of each of the devices using " @@ -2012,18 +2317,18 @@ msgid "" "manufacturer." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:253 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:252 msgid "" "Other :abbr:`IoT (Internet of Things)` devices such as payment terminals " "likely won't need their :abbr:`DNS (Domain Name System)` settings changed as" " they are already configured with custom :abbr:`DNS (Domain Name System)`." msgstr "" -#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:258 +#: ../../content/applications/productivity/iot/config/https_certificate_iot.rst:257 msgid "" "Consult with your system or network administrator should this issue arise. " "This error code depends on the network infrastructure, and it goes beyond " -":doc:`Odoo support's service scope `." +"Odoo support's service scope." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:3 @@ -2115,7 +2420,7 @@ msgid "" msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:43 -#: ../../content/applications/productivity/iot/config/troubleshooting.rst:149 +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:391 msgid "Cash drawer" msgstr "" @@ -2124,7 +2429,7 @@ msgid "The cash drawer should be connected to the printer with an RJ25 cable." msgstr "" #: ../../content/applications/productivity/iot/config/pos.rst:45 -#: ../../content/applications/productivity/iot/config/troubleshooting.rst:117 +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:359 msgid "Barcode scanner" msgstr "" @@ -2358,11 +2663,486 @@ msgid "" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:103 -msgid "The Zebra printer doesn't print anything" +msgid "Epson configuration special case" msgstr "" #: ../../content/applications/productivity/iot/config/troubleshooting.rst:105 msgid "" +"Most Epson printers support printing receipts in Odoo :abbr:`POS (Point of " +"Sale)` using the `GS v 0` command. However, the following Epson printer " +"models do not support this command:" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:108 +msgid "TM-U220" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:109 +msgid "TM-U230" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:110 +msgid "TM-P60" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:111 +msgid "TMP-P60II" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:113 +msgid "" +"Bypass this issue by configuring the printer to use the `ESC *` command " +"instead." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:116 +msgid "Process to force ESC * command" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:119 +msgid "Epson printer compatibility" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:121 +msgid "" +"The first step is to check whether the printer is incompatible with `GS v 0`" +" command." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:125 +msgid "" +"`Epson GS v 0 documentation `_ for `GS v 0` " +"compatible printers." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:127 +msgid "" +"`Epson ESC * documentation `_ for `ESC *` " +"compatible printers." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:130 +msgid "" +"If the printer is not compatible with the `ESC *` command then the following" +" process is not possible. Should the printer be compatible to use the `ESC " +"*` command to print, follow this process to configure the printer with the " +":abbr:`IoT (Internet of Things)` box." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:135 +msgid "IoT box configuration for ESC *" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:137 +msgid "" +"To configure the :abbr:`IoT (Internet of Things)` box to use the `ESC *` " +"command to print, go to the :abbr:`IoT (Internet of Things)` box homepage by" +" navigating to :menuselection:`IoT app --> IoT Boxes`. Then click on the " +":guilabel:`IP address` and this will direct to the :abbr:`IoT (Internet of " +"Things)` box homepage." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:142 +msgid "**Choosing the printer**" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:144 +msgid "" +"Now click on the :guilabel:`Printers server` button. This will redirect the " +"browser to the *CUPS* page. Next, go to :menuselection:`Administration --> " +"Printers --> Add Printer`, choose the printer that should be modified, and " +"then click :guilabel:`Continue`." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:149 +msgid "" +"If the name of the printer is still uncertain, take the following steps:" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:151 +msgid "Take note of the listed printers on the *CUPS* page." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:152 +msgid "Turn the printer off and refresh the page." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:153 +msgid "" +"Now compare the difference with the first list to see which printer " +"disappeared." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:154 +msgid "Turn the printer back on and refresh the page again." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:155 +msgid "Double-check the list again to see if the printer re-appears." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:156 +msgid "" +"The printer that disappeared and reappears again on the listed printers is " +"the name of the printer in question." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:160 +msgid "This can be :guilabel:`Unknown` under :guilabel:`Local printers`." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:162 +msgid "**CUPS naming convention**" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:164 +msgid "" +"`CUPS` will prompt the admin for three pieces of information: the " +":guilabel:`Name`, :guilabel:`Description` and the :guilabel:`Location`. The " +"last two pieces of information do not need to be specific, however, the " +":guilabel:`Name` should follow a particular convention to work with the `ESC" +" *` command." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:169 +msgid "" +"The :guilabel:`Name` should match this convention: " +"`__IMC___...___`" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:172 +msgid "A breakdown of the naming convention:" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:174 +msgid "" +"`printer_name`: This is the printer name. It can be any character as long as" +" it does not contain `_`, `/`, `#`, or ` ` (space character)." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:176 +msgid "" +"`IMC`: This stands for *Image Mode Column* (the simplified name for `ESC " +"*`)." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:177 +msgid "`param_1`: This stands for the specific parameter:" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:179 +msgid "" +"`SCALE`: Scale of the picture (with the same aspect ratio). `X` should be" +" an integer describing the scale percentage that should be used." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:183 +msgid "" +"`100` is the original size, `50` is half the size, `200` is twice the size." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:185 +msgid "" +"`LDV`: *Low Density Vertical* (will be set to *High Density Vertical* if not" +" specified)." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:186 +msgid "" +"`LDH`: *Low Density Horizontal* (will be set to *High Density Horizontal* if" +" not specified)." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:189 +msgid "" +"*Density* parameters might need to be configured in a particular way " +"depending on the printer model." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:193 +msgid "" +"Visit `Epson's ESC * documentation `_ and click on the " +"printer model printer in the table above to see if the printer should set " +"these parameters." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:198 +msgid "The following are examples of proper and improper name formatting:" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:200 +msgid "Proper name formatting:" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:202 +msgid "`EPSONTMm30II__IMC__`" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:203 +msgid "`EPSON_TM_U220__IMC_LDV_LDH_SCALE80__`" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:205 +msgid "" +"Improper name formatting (this will not prevent printing, but the result " +"might not have the expected printed output):" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:208 +msgid "`EPSON TMm 30II` -> The name can't have spaces." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:209 +msgid "" +"`EPSONTMm30II` -> The name itself is correct, but it won't use `ESC *`." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:210 +msgid "`EPSONTMm30II__IMC` -> This name is missing the end `__`." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:211 +msgid "" +"`EPSONTMm30II__IMC_XDV__` -> The parameter `XDV` does not match any existing" +" parameters." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:212 +msgid "" +"`EPSONTMm30II__IMC_SCALE__` -> The parameter `SCALE` is missing the scale " +"value." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:214 +msgid "**Finish adding a printer**" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:216 +msgid "" +"After setting the name of the printer with the appropriate naming " +"convention, click :guilabel:`Continue`. Next, set the :guilabel:`Make` value" +" to :guilabel:`Raw` and for the :guilabel:`Model` value, set this to " +":guilabel:`Raw Queue (en)`." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:220 +msgid "" +"After completing these steps, click :guilabel:`Add Printer`. If everything " +"was done correctly, the page should redirect to the *Banners* page." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:223 +msgid "" +"At this point the printer should have been created, now the :abbr:`IoT " +"(Internet of Things)` box just needs to detect it and then sync to Odoo's " +"server (this could take a few minutes)." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:226 +msgid "**Adding the printer to Odoo PoS**" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:228 +msgid "" +"Once the printer is visible on the Odoo database, don't forget to choose it " +"in the :abbr:`PoS (Point of Sale)`configuration as the :abbr:`IoT (Internet " +"of Things)` printer. Navigate to :menuselection:`Pos App --> Settings --> " +"Connected Devices --> IoT Box --> Receipt Printer --> Save`." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:234 +msgid "" +"If the printer was set up incorrectly (it is still printing random text or " +"the printed receipt is too big or small), then it cannot be modified via the" +" printer name with *CUPS*. Instead, the above process can be repeated to set" +" up another printer from scratch to create one with modified parameters." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:239 +msgid "**Example setup of the Epson TM-U220B printer using ESC**" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:244 +msgid "" +"The following is an example of the troubleshooting process for a TM-U220B " +"printer model using the `ESC *` command. The receipt pictured below is an " +"example of a receipt that is printing correctly due to proper formatting (in" +" theory):" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 +msgid "Properly formatted receipt picture from a demo database." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:252 +msgid "" +"Trying to print this receipt right-away prior to the proper formatting will " +"not work as the TM-U220B printer model does not support `GS v 0`. Instead " +"random characters will print:" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 +msgid "Printer paper with seemingly random characters." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:259 +msgid "" +"To properly configure formatting for the Epson TM-U220B printer model take " +"the following steps." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:261 +msgid "" +"After consulting Epson's website for compatibility for both of the commands:" +" `GS v 0 `_ and `ESC * " +"`_, it can be seen that " +"indeed the TM-U220B is not compatible with `GS v 0`, but is compatible with " +"`ESC *`." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 +msgid "Epson compatibility evaluation from Epson website." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:270 +msgid "" +"When adding the printer, *CUPS* will ask which printer should be added:" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 +msgid "Administration menu, add printer selection." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:276 +msgid "" +"In this case, the printer is connected via :abbr:`USB (Universal Serial " +"Bus)` so it won' be part of the :guilabel:`Discovered Network Printers`. " +"Instead it is likely part of the :guilabel:`Unknown` selection under " +":guilabel:`Local Printers`. By unplugging the printer's :abbr:`USB " +"(Universal Serial Bus)` cable from the :abbr:`IoT (Internet of Things)` box " +"and refreshing the page, the :guilabel:`Unknown` printer disappears. By " +"plugging it back in, the printer reappears, so it can be said that this is " +"the printer in question." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:283 +msgid "" +"For the naming convention, since it will need to print using the `ESC *` " +"command, it is imperative to add `__IMC`. Reference the printer model on " +"`Epson's ESC * site `_ to find out more about" +" the *density* parameters." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 +msgid "Epson TM-U220 specifications on manufacturer's website." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:292 +msgid "" +"For this particular model, TM-U220, `m` should be equal to 0 or 1. While " +"referencing the :guilabel:`Description` below the pink box in the above " +"picture, the `m` values could be 0, 1, 32 or 33. So in this printers case, " +"the `m` value can NOT be 32 or 33 (otherwise there will be random characters" +" printed)." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:297 +msgid "" +"The table includes the numeric values: 32 and 33, they both occur if the " +":guilabel:`Number of bits for vertical data` is set to 24. This means that " +"is a *High Vertical Density*. In the case of configuring the Epson TM-U220, " +"the *Low Vertical Density* will need to be forced, as this printer model " +"does not support *High Vertical Density* for this command `ESC *`." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:302 +msgid "" +"To add a *Low Vertical Density*, add the `LDV` parameter to the naming " +"convention." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 +msgid "" +"Add a *Low Vertical Density* (the `LDV` parameter) to the naming convention." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:308 +msgid "" +"Click :guilabel:`Continue` to proceed. Next, set the :guilabel:`Make` value " +"to :guilabel:`Raw` and for the :guilabel:`Model` value, set this to " +":guilabel:`Raw Queue (en)`." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 +msgid "Epson TM-U220 specifications on manufacturers website." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:315 +msgid "" +"However when trying to print with the naming convention: " +"`EpsonTMU220B__IMC_LDV__`, it will print the receipt, but it will be too big" +" and outside the margin. To resolve this, add a new printer (and naming " +"convention) with the `SCALE` parameter to adapt to our receipt size." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:319 +msgid "Here are some examples:" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:324 +msgid "Printer Naming Convention" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:325 +msgid "`EpsonTMU220B__IMC_LDV__`" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:326 +msgid "`EpsonTMU220B__IMC_LDV_SCALE75__`" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:327 +msgid "`EpsonTMU220B__IMC_LDV_LDH__`" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:328 +msgid "`EpsonTMU220B__IMC_LDV_LDH_SCALE35__`" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 +msgid "Receipt example format." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 +msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV__." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 +msgid "" +"Receipt format using naming convention: EpsonTMU220B__IMC_LDV_SCALE75__." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 +msgid "Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH__." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:0 +msgid "" +"Receipt format using naming convention: EpsonTMU220B__IMC_LDV_LDH_SCALE35__." +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:346 +msgid "The Zebra printer doesn't print anything" +msgstr "" + +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:348 +msgid "" "Zebra printers are quite sensitive to the format of the Zebra Programming " "Language (ZPL) code that is printed. If nothing comes out of the printer or " "blank labels are printed, try changing the format of the report that is sent" @@ -2371,18 +3151,18 @@ msgid "" " the corresponding template." msgstr "" -#: ../../content/applications/productivity/iot/config/troubleshooting.rst:112 +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:355 msgid "" "Check out Zebra's instructions on printing :abbr:`ZPL (Zebra Programming " "Language)` files `here `_." +"a-zpl-file-using-the-Generic-Text-Printer>`_." msgstr "" -#: ../../content/applications/productivity/iot/config/troubleshooting.rst:120 +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:362 msgid "The characters read by the barcode scanner don't match the barcode" msgstr "" -#: ../../content/applications/productivity/iot/config/troubleshooting.rst:122 +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:364 msgid "" "By default, most barcode scanners are configured in the US QWERTY format. If" " the barcode scanner uses a different layout, go to the form view of the " @@ -2390,11 +3170,11 @@ msgid "" "the correct format." msgstr "" -#: ../../content/applications/productivity/iot/config/troubleshooting.rst:127 +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:369 msgid "Nothing happens when a barcode is scanned" msgstr "" -#: ../../content/applications/productivity/iot/config/troubleshooting.rst:129 +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:371 msgid "" "Make sure that the correct device is selected in the :menuselection:`Point " "of Sale` configuration and that the barcode is configured to send an `ENTER`" @@ -2403,18 +3183,18 @@ msgid "" "Edit`." msgstr "" -#: ../../content/applications/productivity/iot/config/troubleshooting.rst:135 +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:377 msgid "The barcode scanner is detected as a keyboard" msgstr "" -#: ../../content/applications/productivity/iot/config/troubleshooting.rst:138 +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:380 msgid "" "Some barcode scanners do not advertise themselves as barcode scanners but as" " a USB keyboard instead, and will not be recognized by the :abbr:`IoT " "(Internet of Things)` box." msgstr "" -#: ../../content/applications/productivity/iot/config/troubleshooting.rst:141 +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:383 msgid "" "The device type can be manually changed by going to its form view " "(:menuselection:`IoT App --> Devices --> Barcode Device`) and activating the" @@ -2425,11 +3205,11 @@ msgstr "" msgid "Modifying the form view of the barcode scanner." msgstr "" -#: ../../content/applications/productivity/iot/config/troubleshooting.rst:152 +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:394 msgid "The cash drawer does not open" msgstr "" -#: ../../content/applications/productivity/iot/config/troubleshooting.rst:154 +#: ../../content/applications/productivity/iot/config/troubleshooting.rst:396 msgid "" "The cash drawer should be connected to the printer and the :guilabel:`Cash " "drawer` checkbox should be ticked in the :abbr:`PoS (Point of Sale)` " @@ -3531,194 +4311,214 @@ msgstr "" msgid "Outlook Plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:8 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:5 +msgid "" +"Outlook allows for third-party applications to connect in order to execute " +"database actions from emails. Odoo has a plugin for Outlook that allows for " +"the creation of an opportunity from the email panel." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:12 msgid "" "The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both" " on Odoo and Outlook." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:17 msgid "Enable Mail Plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:19 msgid "" -"First, you need to enable the *Mail Plugin* feature in your database. Go to " +"First, enable the *Mail Plugin* feature in the database. Go to " ":menuselection:`Settings --> General Settings --> Integrations`, enable " -"*Mail Plugin*, and *Save* the configuration." -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:21 -msgid "Install the Outlook Plugin" -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:23 -msgid "Open your Outlook mailbox and select any email." +":guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:25 -msgid "Click on the *More actions* button and select *Get Add-ins*." +msgid "Install the Outlook Plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "More actions button in Outlook" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:27 +msgid "" +"Download (:menuselection:`Save Page As --> Web Page XML only`) the following" +" XML file to upload later: " +"`https://download.odoocdn.com/plugins/outlook/manifest.xml " +"`_." msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:31 -msgid "Select the *My add-ins* tab." +msgid "" +"Next, open the Outlook mailbox, and select any email. After completing this," +" click on the :guilabel:`More actions` button in the upper right-side and " +"select :guilabel:`Get Add-ins`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "More actions button in Outlook" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:38 +msgid "" +"Following this step, select the :guilabel:`My add-ins` tab on the left-side." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "My add-ins in Outlook" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:37 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:44 msgid "" -"Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add " -"from URL...*" +"Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ " +"Add a custom add-in`, and then on :guilabel:`Add from file...`" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-ins in Outlook" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:43 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:51 msgid "" -"Enter the following URL " -"`https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` and press " -"*OK*." +"For the next step, attach the `manifest.xml` file downloaded above, and " +"press :guilabel:`OK`. Next, read the warning and click on " +":guilabel:`Install`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering the add-in URL in Outlook" -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:50 -msgid "Read the warning and click on *Install*." -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-in installation warning in Outlook" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:59 -msgid "Connect your database" -msgstr "" - #: ../../content/applications/productivity/mail_plugins/outlook.rst:61 -msgid "" -"Open any email in your Outlook mailbox, click on the *More actions* button, " -"and select *Odoo for Outlook*." +msgid "Connect the database" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:63 +msgid "" +"Now, Outlook will be connected to the Odoo database. First, open any email " +"in the Outlook mailbox, click on the :guilabel:`More actions` button in the " +"upper right-side, and select :guilabel:`Odoo for Outlook`." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook add-in button" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:71 msgid "" "The right-side panel can now display **Company Insights**. At the bottom, " -"click on *Login*." +"click on :guilabel:`Login`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Logging in your Odoo database" -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 -msgid "" -"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" -" available as a trial. This feature requires :ref:`prepaid credits " -"`." +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Logging in the Odoo database" msgstr "" #: ../../content/applications/productivity/mail_plugins/outlook.rst:79 msgid "" -"If, after a short while, the panel is still empty, it is possible that your " -"browser cookie settings prevented it from loading. Note that these settings " -"also change if you are in \"Incognito\" mode on your browser." +"Only a limited amount of **Company Insights** (*Lead Enrichment*) requests " +"are available as a trial database. This feature requires :ref:`prepaid " +"credits `." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:84 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:83 msgid "" -"To fix this issue, configure your browser to always allow cookies on Odoo's " +"If, after a short while, the panel is still empty, it is possible that the " +"browser cookie settings prevented it from loading. Note that these settings " +"also change if the browser is in \"Incognito\" mode." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:87 +msgid "" +"To fix this issue, configure the browser to always allow cookies on Odoo's " "plugin page." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:86 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:89 msgid "" -"For Google Chrome, you can do so by following the guide at: " -"`https://support.google.com/chrome/answer/95647 " -"`_" -" and adding `download.odoo.com` to the list of `Sites that can always use " +"For Google Chrome, change the browser cookie settings by following the guide" +" at: `https://support.google.com/chrome/answer/95647 " +"`_ and adding " +"`download.odoo.com` to the list of :guilabel:`Sites that can always use " "cookies`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:90 -msgid "Once done, the Outlook panel needs to be opened again." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:94 +msgid "Once this is complete, the Outlook panel needs to be opened again." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 -msgid "Enter your Odoo database URL and click on *Login*." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:96 +msgid "Now, enter the Odoo database URL and click on :guilabel:`Login`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering your Odoo database URL" +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Entering the Odoo database URL" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:99 -msgid "Click on *Allow* to open the pop-up window." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:102 +msgid "Next, click on :guilabel:`Allow` to open the pop-up window." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "New window pop-up warning" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 -msgid "If you aren't logged into your database, enter your credentials." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:108 +msgid "" +"If the user isn't logged into the database, enter the credentials. Click on " +":guilabel:`Allow` to let the Outlook Plugin connect to the database." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:107 -msgid "Click on *Allow* to let the Outlook Plugin connect to your database." -msgstr "" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Allowing the Outlook Plugin to connect to a database" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:116 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 msgid "Add a shortcut to the plugin" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:120 msgid "" "By default, the Outlook Plugin can be opened from the *More actions* menu. " "However, to save time, it's possible to add it next to the other default " "actions." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:121 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:123 msgid "" -"In your Outlook mailbox, click on *Settings*, then on *View all Outlook " -"settings*." +"In the Outlook mailbox, click on :guilabel:`Settings`, then on " +":guilabel:`View all Outlook settings`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Viewing all Outlook settings" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:127 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:130 msgid "" -"Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and " -"then *Save*." +"Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on " +":guilabel:`Odoo for Outlook`, and then :guilabel:`Save`." msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook customized action" msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:133 -msgid "Open any email; the shortcut should be displayed." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:137 +msgid "Following this step, open any email; the shortcut should be displayed." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:144 +msgid "Using the plugin" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:146 +msgid "" +"Now that the plug-in is installed and operational, all that needs to be done" +" to create a lead is to click on the `O` [Odoo icon] or navigate to " +":guilabel:`More actions` and click on :guilabel:`Odoo for Outlook`. The side" +" panel will appear on the right-side, and under :guilabel:`Opportunities` " +"click on :guilabel:`New`. A new window with the created opportunity in the " +"Odoo database will populate." msgstr "" #: ../../content/applications/productivity/studio.rst:6 @@ -3952,10 +4752,6 @@ msgid "" " It works the same way as when you apply filters on a model." msgstr "" -#: ../../content/applications/productivity/studio/automated_actions.rst:134 -msgid "Action" -msgstr "Дія" - #: ../../content/applications/productivity/studio/automated_actions.rst:136 msgid "" "Determine what the automated action should do (server action). There are " diff --git a/locale/uk/LC_MESSAGES/sales.po b/locale/uk/LC_MESSAGES/sales.po index a21354a7a..325e05326 100644 --- a/locale/uk/LC_MESSAGES/sales.po +++ b/locale/uk/LC_MESSAGES/sales.po @@ -13,7 +13,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" "Last-Translator: Wil Odoo, 2023\n" "Language-Team: Ukrainian (https://app.transifex.com/odoo/teams/41243/uk/)\n" @@ -83,7 +83,7 @@ msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:16 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 @@ -1057,13 +1057,11 @@ msgstr "Управління втраченими нагодами" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" -"While working with your opportunities, you might lose some of them. You will" -" want to keep track of the reasons you lost them and also which ways Odoo " -"can help you recover them in the future." +"Not all opportunities result in successful sales. In order to keep the " +"pipeline up to date, lost opportunities need to be identified. Specifying " +"the reason why an opportunity was lost provides additional insight that can " +"prove useful for future opportunities." msgstr "" -"Під час роботи з вашими нагодами ви можете втратити деякі з них. Ви захочете" -" відстежувати причини, з яких ви їх втратили, а також, у які способи Odoo " -"допоможе вам відновити їх у майбутньому." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark a lead as lost" @@ -1071,104 +1069,193 @@ msgstr "Позначте лід як втрачений" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" -"While in your pipeline, select any opportunity you want and you will see a " -"*Mark Lost* button." +"To mark a lead as lost, open the :menuselection:`CRM` application, and " +"select a lead from the pipeline, by clicking on its corresponding kanban " +"card. Doing so reveals that lead's detail form." msgstr "" -"У вашому конвеєрі виберіть будь-яку нагоду, і ви побачите кнопку *Позначити " -"як втрачено*." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15 msgid "" -"You can then select an existing *Lost Reason* or create a new one right " -"there." +"Then, click :guilabel:`Lost`, located at the top of the lead's detail form." msgstr "" -"Потім ви можете вибрати існуючу *Причину втрати* або створити нову, що " -"знаходиться тут." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22 -msgid "Manage & create lost reasons" -msgstr "Керуйте та створюйте причини втрат" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:24 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" -"You will find your *Lost Reasons* under :menuselection:`Configuration --> " -"Lost Reasons`." +"Buttons from the top of an opportunity record with the lost button " +"emphasized." msgstr "" -"Ви знайдете ваші *причини втрат* під :menuselection:`Налаштування --> " -"Причини втрат`." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:21 msgid "" -"You can select & rename any of them as well as create a new one from there." +"This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an " +"existing lost reason. If no applicable reason is available, create a new one" +" by entering it into the :guilabel:`Lost Reason` field, and clicking " +":guilabel:`Create`." msgstr "" -"Ви можете вибрати та перейменувати будь-яку з них, а також створити нову " -"звідти." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30 -msgid "Retrieve lost opportunities" -msgstr "Отримайте втрачені нагоди" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:32 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:25 msgid "" -"To retrieve lost opportunities and do actions on them (send an email, make a" -" feedback call, etc.), select the *Lost* filter in the search bar." +"Additional notes and comments can be added below the lost reason designated " +"in the :guilabel:`Lost Reason` field." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:28 +msgid "" +"When all the desired information has been entered in the :guilabel:`Lost " +"Reason` pop-up window, click :guilabel:`Submit`." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost reasons popup with sample reasons." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:35 +msgid "" +"Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo " +"returns to the lead detail form, where a new red :guilabel:`Lost` banner is " +"now present in the upper-right corner of the lead." msgstr "" -"Щоб отримати втрачені нагоди та робити на них дії (надсилати електронні " -"листи, зробити зворотній зв'язок тощо), виберіть фільтр *Втрачено* на панелі" -" пошуку." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 -msgid "You will then see all your lost opportunities." -msgstr "Там ви побачите всі ваші втрачені нагоди." +msgid "Create/edit lost reasons" +msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" -"If you want to refine them further, you can add a filter on the *Lost " -"Reason*." +"To create a new lost reason, or edit an existing one, navigate to " +":menuselection:`CRM app --> Configuration --> Lost Reasons`." msgstr "" -"Якщо ви хочете уточнити їх, ви можете додати фільтр на *Причини втрати*." #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44 -msgid "For Example, *Too Expensive*." -msgstr "Наприклад, *Дуже дорого*." - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:50 -msgid "Restore lost opportunities" -msgstr "Відновіть втрачені нагоди" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:52 msgid "" -"From the Kanban view with the filter(s) in place, you can select any " -"opportunity you wish and work on it as usual. You can also restore it by " -"clicking on *Archived*." +"To edit an existing reason, click on the reason that should be modified. " +"When clicked, that reason becomes highlighted. Once highlighted, change the " +"description of the selected lost reason by editing the " +":guilabel:`Description` field. When done, click :guilabel:`Save` in the " +"upper-left corner." msgstr "" -"З Канбану з фільтром(ами) на місці, ви можете вибрати будь-яку нагоду, яку " -"ви бажаєте, і працювати як завжди. Ви також можете відновити її, натиснувши " -"*Заархівовано*." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:59 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:48 msgid "" -"You can also restore items in batch from the Kanban view when they belong to" -" the same stage. Select *Restore Records* in the column options. You can " -"also archive the same way." +"To create a new lost reason, click :guilabel:`Create` in the upper-left " +"corner of the :guilabel:`Lost Reasons` page. Doing so reveals a new blank " +"line in the :guilabel:`Description` field. Then, proceed to type in the new " +"lost reason in that new line. Once ready, click :guilabel:`Save`." msgstr "" -"Ви також можете відновити елементи групою з Канбану, коли вони належать до " -"одного етапу. Виберіть *Відновити записи* у параметрах стовпців. Ви також " -"можете архівувати так само." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66 -msgid "To select specific opportunities, you should switch to the list view." -msgstr "Щоб вибрати конкретні нагоди, потрібно перейти до перегляду списку." +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54 +msgid "Retrieve lost opportunities" +msgstr "Отримайте втрачені нагоди" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:56 +msgid "" +"To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM " +"app` to the main :guilabel:`Pipeline` dashboard. Then, click the " +":guilabel:`Filters` drop-down menu, located beneath the search bar." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with lost filter emphasized." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 +msgid "" +"From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` " +"option. Upon selecting :guilabel:`Lost`, only the leads that have been " +"marked as `Lost` appear on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 +msgid "" +"To filter leads by a specific lost reason, select :menuselection:`Filters " +"--> Add Custom Filter`. Doing so reveals another drop-down menu with three " +"fields." +msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71 msgid "" -"Then you can select as many or all opportunities and select the actions you " -"want to take." +"In the top field drop-down menu, select :guilabel:`Lost Reason`. In the " +"second field drop-down menu, select :guilabel:`Contains`. Then, in the third" +" field of the :guilabel:`Add Custom Field` sub menu, type in the specific " +"keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking " +":guilabel:`Apply`, Odoo reveals all the lost leads with a reason that " +"contains that specified keyword(s)." msgstr "" -"Тоді ви можете вибрати як багато, так і всі нагоди, а також вибрати дії, які" -" ви хочете зробити." -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:78 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with custom filter added for lost reason." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81 +msgid "Restore lost opportunities" +msgstr "Відновіть втрачені нагоди" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 +msgid "" +"To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` " +"dashboard on the *CRM* app, open the :guilabel:`Filters` drop-down menu, and" +" select the :guilabel:`Lost` option. Doing so reveals all the lost " +"opportunities on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:87 +msgid "" +"Then, click on the kanban card of the desired lost opportunity to restore, " +"which opens that lead's detail form." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:90 +msgid "" +"From the lost lead's detail form, click :guilabel:`Restore` in the upper-" +"left corner. Doing so removes the red :guilabel:`Lost` banner from the lead " +"form, signifying the lead has been restored." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost opportunity with emphasis on the Restore button." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98 +msgid "Restore multiple opportunities at once" +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:100 +msgid "" +"To restore multiple opportunities at once, navigate to the main " +":guilabel:`Pipeline` dashboard in the *CRM* app, open the " +":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:103 +msgid "" +"Next, select the list view option, which is represented by the three-line " +":guilabel:`☰ (list)` icon in the upper-right corner. Doing so places all the" +" leads from the :guilabel:`Pipeline` page in a list form. With the list form" +" chosen, select the checkbox to the left of each desired opportunity/lead to" +" be restored." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:108 +msgid "" +"Once the desired opportunities/leads have been selected, click the " +":guilabel:`⚙️ Action (gear)` drop-down menu at the top of the " +":guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` drop-down " +"menu, select :guilabel:`Unarchive`." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:112 +msgid "" +"Doing so removes those selected lost opportunities from the " +":guilabel:`Pipeline` page because they no longer fit into the `Lost` filter " +"criteria. To reveal these newly-restored leads, delete the `Lost` filter " +"from the search bar." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Action button from list view with the Unarchive option emphasized." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:121 msgid ":doc:`../performance/win_loss`" msgstr ":doc:`../performance/win_loss`" @@ -3061,7 +3148,7 @@ msgid "" msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:16 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 msgid "Configure the Payment Method" msgstr "" @@ -3089,7 +3176,7 @@ msgid "Create a new payment method for the SIX payment terminal." msgstr "" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:37 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:40 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 msgid "Pay with a Payment Terminal" msgstr "" @@ -3141,13 +3228,20 @@ msgid "" " procedure only suitable for North American businesses." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:18 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +msgid "" +"Vantiv card readers should be purchased exclusively from Vantiv, as certain " +"Vantiv terminals bought on Amazon do not include the correct encryption " +"needed to be used with an Odoo database." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" "First, go in the general settings of the POS app, and activate the Vantiv " "setting." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:24 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 msgid "" "Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "go in the payments section and access your payment methods. Create a new " @@ -3155,14 +3249,14 @@ msgid "" "create new Vantiv credentials." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:32 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" "To create new Vantiv credentials, fill in your merchant ID and password, " "then save. Make sure the credentials you just created are selected, then " "save the payment method." msgstr "" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:42 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 msgid "" "In your PoS interface, at the moment of the payment, select your Vantiv " "payment method and… that’s all." @@ -8275,85 +8369,98 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 -msgid "Get paid to confirm an order" -msgstr "Отримайте плату, щоб підтвердити замовлення" +msgid "Online payment order confirmation" +msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" -"In general, online payments are considered as a fast and secure alternative " -"to traditional payment methods. It is generally cheaper, easier and faster " -"than other payment methods. It is particularly useful and efficient for " -"international transactions. With Odoo Sales, you can use online payments to " -"get automatic orders confirmation. Online payments are made instantly, so " -"it's very convenient and saves lots of time in a basic sales process." +"With Odoo *Sales*, online payments can be used to get automatic confirmation" +" on orders." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:8 msgid "Enable online payment" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:14 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "" -"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the" -" **Online Payment** feature." +"Go to :menuselection:`Sales app --> Configuration --> Settings`, scroll to " +"the :guilabel:`Quotations \\& Orders` heading, and activate the " +":guilabel:`Online Payment` feature by checking the box next to it, and " +"clicking :guilabel:`Save`." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to enable online payment on Odoo Sales?" +msgid "How to enable online payment on Odoo Sales." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:22 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:18 msgid "" -"There, you will have direct access to the **Payment Acquirers** page. It " -"will allow you to select and configure your acquirers of choice. Before " -"creating or modifying a payment acquirer, be sure to check out our " -"documentation about how to be paid with payment acquirers such as " -":doc:`/applications/finance/payment_acquirers/paypal`, " -":doc:`/applications/finance/payment_acquirers/authorize`, and others in the " -":doc:`/applications/finance/payment_acquirers` documentation." +"After checking the box beside the :guilabel:`Online Payment` feature, a link" +" to the :guilabel:`Payment Acquirers` appears beneath it. Click that link to" +" reveal the entire :guilabel:`Payment Acquirers` page." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 +msgid "Payment acquirers page in the Odoo Sales application." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:26 +msgid "" +"On the :guilabel:`Payment Acquirers` page, payment acquirers can be selected" +" and configured. Before creating (or modifying) a payment acquirer, be sure " +"to review the documentation related to the ways payment acquirers can be " +"used with Odoo, such as:" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:30 -msgid "" -"If you are familiar with this documentation: :doc:`quote_template`; you can " -"activate or not the **Online Payment** feature for each template you use, " -"under their confirmation tab." +msgid ":doc:`../../../finance/payment_acquirers/paypal`" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:31 +msgid ":doc:`../../../finance/payment_acquirers/authorize`" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:32 +msgid ":doc:`../../../finance/payment_acquirers`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 +msgid "" +"On quotation templates, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Confirmation` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:38 +msgid "" +"On standard quotations, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Other Info` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:42 msgid "Register a payment" msgstr "Зареєструйте оплату" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:37 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:44 msgid "" -"After opening quotations from their received email, your customers will have" -" different possibilities to make their online payments. For example:" +"After opening quotations from the email they receive, customers are " +"presented with different options to make online payments, in the " +":guilabel:`Pay with` section." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to register a payment on Odoo Sales?" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:46 -msgid "" -"By clicking on the **Customer Preview** button, you will be able to see what" -" your customers will have to choose when it comes to payment." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:50 -msgid ":doc:`quote_template`" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:51 -msgid ":doc:`/applications/finance/payment_acquirers`" +msgid "How to register a payment on Odoo Sales." msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:52 -msgid ":doc:`/applications/finance/payment_acquirers/paypal`" +msgid "" +"Clicking the :guilabel:`Customer Preview` smart button on the quotation form" +" provides a preview of the quotation as the customer sees it, along with the" +" various online payment options they can choose from." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:53 -msgid ":doc:`/applications/finance/payment_acquirers/authorize`" +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:57 +msgid ":doc:`quote_template`" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 @@ -8572,22 +8679,22 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 -msgid "Use product variants on quotations and sales orders" +msgid "Product variants on quotations and sales orders" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Product variants can be added to quotations and sales orders using the " -"Product Configurator, Variant Grid Entry, or both." +"*product configurator*, *variant grid entry*, or both." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:11 msgid "" "To enable product variants on quotations and sales orders, go to " -":menuselection:`Sales --> Configuration --> Settings --> Product Catalog` " -"and activate one or both of the :guilabel:`Product Configurator` and " -":guilabel:`Variant Grid Entry` settings. Finally, click :guilabel:`Save` to " -"apply the settings." +":menuselection:`Sales app --> Configuration --> Settings`, and under the " +":guilabel:`Product Catalog` heading, activate one (or both) of the " +":guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` " +"settings. Finally, click :guilabel:`Save` to apply the settings." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 @@ -8595,95 +8702,172 @@ msgid "Activating entry type settings." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:20 +msgid "After saving the settings, it's time to configure the product form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:22 msgid "" -"After saving the settings, configure the product form. Head over to " -":menuselection:`Sales --> Products --> Products` and select any product (or " -"click :guilabel:`Create` to create a new one). On the product form, click " -":guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under " -":guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " +"To do that, navigate to :menuselection:`Sales app --> Products --> " +"Products`, and select the desired product to configure (or click " +":guilabel:`Create` to open a blank product form, and create a new one)." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:26 +msgid "" +"On the product form, click :guilabel:`Edit`, and select the " +":guilabel:`Variants` tab. Click :guilabel:`Add a line` to add an attribute " +"in the :guilabel:`Attribute` column, like `Color` or `Size`, for example." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:30 +msgid "" +"Once the attribute is chosen, select the desired values to apply to that " +"attribute in the :guilabel:`Values` column. To select the desired values, " +"click into the blank field beneath the :guilabel:`Values` column." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:34 +msgid "" +"Then, select an option from the drop-down menu that appears. Or, create a " +"new value by typing in the new value, and click :guilabel:`Create` from the " +"drop-down menu that appears beneath the new value." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 +msgid "" +"When a product has *at least* two variants (one attribute with two values), " +"the :guilabel:`Sales Variant Selection` option appears at the bottom of the " +":guilabel:`Variants` tab. That is the **only** way to make that option " +"appear, so keep that in mind." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:41 +msgid "" +"Under :guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " "Configurator` or :guilabel:`Order Grid Entry`. This selection determines " -"which method is used to add the product to quotations or sales orders. " -"Finally, click :guilabel:`Save` to apply the setting." +"which method is used to add the product to quotations or sales orders." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:45 +msgid "" +":guilabel:`Product Configurator`: choose attribute values to add the " +"matching product variant to the order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:47 +msgid "" +":guilabel:`Order Grid Entry`: add several variants at once from the grid of " +"attribute values." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:49 +msgid "" +"Once a selection is made, click :guilabel:`Save` on the product form to " +"apply the setting." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Sales variant selection." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:32 -msgid "" -"The product must have at least two variants (one attribute with two values) " -"created in order for the :guilabel:`Sales Variant Selection` option to " -"appear. Click :guilabel:`Add a line` under :guilabel:`Attribute` to add " -"attributes and values to this product and create product variants." +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:56 +msgid "Product configurator" msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 -msgid "Use the Product Configurator" +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:58 +msgid "" +"The *product configurator* appears on a quotation or sales order when " +"products that have **both** variants configured are added, and the " +":guilabel:`Product Configurator` option is selected on the product form." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62 msgid "" -"The :guilabel:`Product Configurator` appears on a quotation or sales order " -"when products are added that have both variants configured and the " -":guilabel:`Product Configurator` option selected." +"The product configurator lets salespeople choose exactly which product " +"variant to add to the quotation or sales order, using a format similar to " +"online shopping. Color options display any HTML color codes set up in the " +":guilabel:`Color` attribute." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:66 msgid "" -"The :guilabel:`Product Configurator` lets salespeople choose exactly which " -"product variant to add to the quotation or sales order using a format " -"similar to online shopping. Color options display any HTML color codes set " -"up in the :guilabel:`Color` attribute. Features with an additional cost will" -" display the additional cost next to their name. Once the desired product " -"variant attributes are selected, click :guilabel:`Add` to add the product " -"variant to the quotation or sales order." +"Features with an additional cost display the additional cost next to their " +"name. Once the desired product variant attributes are selected, click " +":guilabel:`Add` to add the product variant to the quotation or sales order." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Product Configurator and Price Extras." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:52 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "" "By default, the product variant attributes are displayed on the quotation or" -" sales order in the :guilabel:`Description` column, but the " -":guilabel:`Product Variant` column can be added through the additional " -"options menu (3 vertical dots icon)." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:57 -msgid "Use Variant Grid Entries" -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:59 -msgid "" -":guilabel:`Variant Grid Entries` appear on a quotation or sales order when " -"products are added that have both variants configured and the " -":guilabel:`Order Grid Entry` option selected. Grid entry can streamline the " -"process of creating large, varied quotations by letting salespeople enter " -"exact quantities of each product variant all at once." -msgstr "" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:64 -msgid "" -":guilabel:`Variant Grid Entry` displays a grid of every variant available " -"for the selected product. Choose the exact quantities of each product " -"variant for a quotation or sales order by typing in the number or using the " -"arrows. :guilabel:`Not Available` is displayed when a particular variant has" -" been deactivated in the database. Once all the product variants and their " -"quantities have been set, click :guilabel:`Confirm` to add them to the " -"quotation or sales order." +" sales order in the :guilabel:`Description` column, but a dedicated " +":guilabel:`Product Variant` column can be added, via the additional options " +"menu (represented by the :guilabel:`⋮ (3 vertical dots)` icon, on the far-" +"right side of the columns, in the :guilabel:`Order Lines` tab)." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 -msgid "Variant Grid Entry pop-up." +msgid "Product variant column option in order lines tab of quotation." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:83 +msgid "" +"Just click the checkbox next to :guilabel:`Product Variant`, and that column" +" appears in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:87 +msgid "Variant grid entries" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 +msgid "" +"*Variant grid entries* appear on a quotation or sales order when products " +"that have both variants configured are added, and the :guilabel:`Order Grid " +"Entry` option is selected on the product form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:92 +msgid "" +"The grid entry feature streamlines the process of creating large, varied " +"quotations by letting salespeople enter exact quantities of each product " +"variant all at once." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95 +msgid "" +"The :guilabel:`Choose Product Variants` pop-up form that appears, displays a" +" grid of every variant available for that specific product." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:98 +msgid "" +"From the :guilabel:`Choose Product Variants` pop-up form, choose the exact " +"quantities of each product variant for a quotation or sales order by typing " +"in the number or using the arrows in each column. The :guilabel:`Not " +"Available` warning is displayed when a particular variant has been " +"deactivated in the database." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 +msgid "" +"Once all the product variants and their quantities have been set in the pop-" +"up form, click :guilabel:`Confirm` to add them to the quotation or sales " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 +msgid "Variant Grid Entry pop-up form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:110 msgid "" "Each product variant appears as an individual line item on the quotation or " -"sales order, because each of these items has its own stock." +"sales order with the chosen quantity from the :guilabel:`Choose Product " +"Variants` pop-up form, because each of these items has its own stock." msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 diff --git a/locale/zh_CN/LC_MESSAGES/administration.po b/locale/zh_CN/LC_MESSAGES/administration.po index f4888f1cc..b93160965 100644 --- a/locale/zh_CN/LC_MESSAGES/administration.po +++ b/locale/zh_CN/LC_MESSAGES/administration.po @@ -9,7 +9,6 @@ # 黎伟杰 <674416404@qq.com>, 2022 # mrshelly , 2022 # 洋 汪 , 2022 -# John Lin , 2022 # Gary Wei , 2022 # Datasource International , 2022 # Mandy Choy , 2022 @@ -20,8 +19,8 @@ # Martin Trigaux, 2023 # 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023 # Raven Allmind, 2023 -# Wil Odoo, 2023 # diaojiaolou <124412206@qq.com>, 2023 +# Wil Odoo, 2023 # Chloe Wang, 2023 # #, fuzzy @@ -29,7 +28,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2022-03-18 14:59+0000\n" "Last-Translator: Chloe Wang, 2023\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -76,6 +75,7 @@ msgid "" "and developing modules. They can be used for long-term production with " "additional deployment and maintenance work." msgstr "" +":doc:` 打包安装程序 ` 适用于测试 Odoo 和开发模块。它们可用于长期生产，并具有额外的部署和维护工作。" #: ../../content/administration/install.rst:16 msgid "" @@ -84,12 +84,14 @@ msgid "" "is adequate to develop modules and can be used as a base for production " "deployment." msgstr "" +":doc:`源代码安装 ` 提供了更大的灵活性，例如，它允许在同一系统上运行多个 Odoo " +"版本。它适用于开发模块，并可以作为生产部署的基础。" #: ../../content/administration/install.rst:20 msgid "" "A `Docker `_ base image is available for " "development or deployment." -msgstr "" +msgstr "可提供用于开发或部署的 `Docker `_ 基础镜像。" #: ../../content/administration/install.rst:26 msgid "Editions" @@ -106,6 +108,8 @@ msgid "" "`_. It is the core upon " "which Odoo Enterprise is built." msgstr "" +"**Odoo Community**是软件的免费开源版本，许可证为 `GNU LGPLv3 " +"`_。它是构建 Odoo 企业版的核心。" #: ../../content/administration/install.rst:34 msgid "" @@ -114,12 +118,14 @@ msgid "" "hosting. `Pricing `_ starts from one app " "free." msgstr "" +"**Odoo 企业版** 是软件的共享源代码版本，可使用更多功能，包括多模块功能支持、升级和托管。` " +"定价实惠，`_单一应用程序免费。" #: ../../content/administration/install.rst:39 msgid "" ":doc:`Switch from Community to Enterprise ` at any time" " (except for the source install)." -msgstr "" +msgstr ":doc:`可随时从社区版切换至企业版（源代码安装除外） ` 。" #: ../../content/administration/install/cdn.rst:3 msgid "Set up a content delivery network (CDN)" @@ -127,7 +133,7 @@ msgstr "设置内容分发网络(CDN)" #: ../../content/administration/install/cdn.rst:8 msgid "Deploying with KeyCDN" -msgstr "" +msgstr "使用 KeyCDN 进行部署" #: ../../content/administration/install/cdn.rst:10 msgid "" @@ -136,16 +142,18 @@ msgid "" "internet content. The :abbr:`CDN (Content Delivery Network)` provides quick," " high-quality content delivery for content-heavy websites." msgstr "" +":abbr:`CDN（内容分发网络）`或 " +"*内容分发网络*，是一个分布在不同地理位置的服务器网络，可快速提供互联网内容。:abbr:`CDN（内容分发网络）`为内容繁多的网站快速提供高质量内容。" #: ../../content/administration/install/cdn.rst:14 msgid "" "This document will guide you through the setup of a KeyCDN_ account with an " "Odoo powered website." -msgstr "" +msgstr "本文档将指导您在 Odoo 驱动的网站设置 KeyCDN_ 账户。" #: ../../content/administration/install/cdn.rst:17 msgid "Create a pull zone in the KeyCDN dashboard" -msgstr "" +msgstr "在 KeyCDN 面板中创建拉取区域" #: ../../content/administration/install/cdn.rst:19 msgid "" @@ -159,6 +167,11 @@ msgid "" "address should be the full Odoo database :abbr:`URL (Uniform Resource " "Locator)`." msgstr "" +"在 KeyCDN 面板上，首先导航到左侧的 :menuselection:`Zones` 菜单项。在表单中，为 :guilabel:`Zone " +"Name` 赋值，该值将作为 :abbr:`CDN（内容交付网络）'的 :abbr:`URL （统一资源定位器）'的一部分显示。然后，将 " +":guilabel:`Zone Status` 设为 :guilabel:`active` 以启用该区域。将 :guilabel:`Zone Type`" +" 的值设置为 :guilabel:`Pull`，最后在 :guilabel:`Pull Settings` 下，输入 :guilabel:`Origin" +" URL` - 该地址应为完整的 Odoo 数据库 :URL（统一资源定位器）\"。" #: ../../content/administration/install/cdn.rst:28 msgid "" @@ -167,10 +180,12 @@ msgid "" "(Uniform Resource Locator)` can be used, as well, in place of the Odoo " "subdomain that was provided to the database." msgstr "" +"使用 ``https://yourdatabase.odoo.com`` 并将 *yourdatabase* " +"子域前缀替换为数据库的实际名称。也可使用自定义:abbr:`URL（统一资源定位器）`，以取代提供给数据库的 Odoo 子域。" #: ../../content/administration/install/cdn.rst-1 msgid "KeyCDN's Zone configuration page." -msgstr "" +msgstr "KeyCDN 区域配置页面。" #: ../../content/administration/install/cdn.rst:36 msgid "" @@ -180,17 +195,19 @@ msgid "" ":guilabel:`General Settings` ensure that the :guilabel:`CORS` option is " ":guilabel:`enabled`." msgstr "" +"在区域表单下方的 :guilabel:`常规设置`下，单击 :guilabel:`显示所有设置` 按钮，展开区域选项。该选项是页面上的最后一个选项。展开" +" :guilabel:`常规设置` 后，请确保 :guilabel:`CORS` 选项 :guilabel:`已启用`。" #: ../../content/administration/install/cdn.rst:41 msgid "" "Next, scroll to the bottom of the zone configuration page and " ":guilabel:`Save` the changes. KeyCDN will indicate that the new zone will be" " deployed. This can take about 10 minutes." -msgstr "" +msgstr "接下来，滚动到区域配置页面的底部，然后 :guilabel:`保存`更改。KeyCDN 将指示新区域将被部署。这可能需要大约 10 分钟。" #: ../../content/administration/install/cdn.rst-1 msgid "KeyCDN deploying the new Zone." -msgstr "" +msgstr "KeyCDN 部署新区域。" #: ../../content/administration/install/cdn.rst:49 msgid "" @@ -198,16 +215,18 @@ msgid "" " it is ``pulltest-xxxxx.kxcdn.com``. This value will differ for each " "database." msgstr "" +"已为您的区域生成新的 :guilabel:`Zone URL`，本例中为 ``pulltest-" +"xxxxxx.kxcdn.com``。每个数据库的值都不同。" #: ../../content/administration/install/cdn.rst:52 msgid "" "Copy this :guilabel:`Zone URL` to a text editor for later, as it will be " "used in the next steps." -msgstr "" +msgstr "将 :guilabel:`Zone URL` 复制到文本编辑器中备用，因为在接下来的步骤中会用到。" #: ../../content/administration/install/cdn.rst:55 msgid "Configure the Odoo instance with the new zone" -msgstr "" +msgstr "使用新区域配置 Odoo 实例" #: ../../content/administration/install/cdn.rst:57 msgid "" @@ -218,26 +237,32 @@ msgid "" "when :doc:`Developer Mode <../../applications/general/developer_mode>` is " "activated." msgstr "" +"在 Odoo :guilabel:`网站` 应用程序中，进入 :menuselection:`设置` 并激活 " +":guilabel:`内容分发网络（CDN）` 设置，并将之前步骤中的 :guilabel:`Zone URL` 值复制/粘贴到 " +":guilabel:`CDN Base URL` 字段。该字段仅在 :doc:`开发者模式 " +"<../../applications/general/developer_mode>` 激活时，才可见并配置。" #: ../../content/administration/install/cdn.rst:63 msgid "" "Ensure that there are two *forward slashes* (`//`) before the :guilabel:`CDN" " Base URL` and one forward slash (`/`) after the :guilabel:`CDN Base URL`." msgstr "" +"请确保在 :guilabel:`CDN 基本 URL` 前有两个*正斜杠* (`//`)，在 :guilabel:`CDN 基本 URL` " +"后有一个正斜杠 (`//`)。" #: ../../content/administration/install/cdn.rst:66 msgid ":guilabel:`Save` the settings when complete." -msgstr "" +msgstr "完成后请点击:guilabel:`保存`按钮。" #: ../../content/administration/install/cdn.rst-1 msgid "Activate the CDN setting in Odoo." -msgstr "" +msgstr "激活 Odoo 中的 CDN 设置。" #: ../../content/administration/install/cdn.rst:72 msgid "" "Now the website is using the CDN for the resources matching the " ":guilabel:`CDN filters` regular expressions." -msgstr "" +msgstr "网站目前正在使用 CDN 处理与 :guilabel:`CDN 筛选项`正则表达式匹配的资源。" #: ../../content/administration/install/cdn.rst:75 msgid "" @@ -248,16 +273,19 @@ msgid "" "website. Look for it's record by searching within the :guilabel:`Network` " "tab inside of devtools." msgstr "" +"在 Odoo 网站的 HTML 中，通过检查图片的:abbr:`URL（统一资源定位器）`，可证明:abbr:`CDN（内容分发网络）` " +"集成工作正常。可通过使用网络浏览器在 Odoo 网站上的 :guilabel:`检查`功能查看 *CDN 基本 URL* 值。通过在 devtools " +"中的 :guilabel:`网络` 选项卡中搜索其记录即可找到。" #: ../../content/administration/install/cdn.rst-1 msgid "" "The CDN Base URL can be seen using the inspect function on the Odoo website." -msgstr "" +msgstr "可使用 Odoo 网站上的检查功能查看 CDN 基本 URL。" #: ../../content/administration/install/cdn.rst:85 msgid "" "Prevent security issues by activating cross-origin resource sharing (CORS)" -msgstr "" +msgstr "通过激活跨源资源共享（CORS）来防止安全问题" #: ../../content/administration/install/cdn.rst:87 msgid "" @@ -265,6 +293,7 @@ msgid "" "Chrome) prevents a remotely linked CSS file to fetch relative resources on " "this same external server." msgstr "" +"部分浏览器（如 Mozilla Firefox 和 Google Chrome）的安全限制会阻止远程链接的 CSS 文件在同一外部服务器上获取相关资源。" #: ../../content/administration/install/cdn.rst:90 msgid "" @@ -273,13 +302,15 @@ msgid "" "Odoo website will be the lack of *Font Awesome* icons because the font file " "declared in the *Font Awesome* CSS won't be loaded from the remote server." msgstr "" +"如果在 :guilabel:`CDN Zone` 中未启用 :Arts:`CORS（跨源资源共享）` 选项，那么在标准 Odoo " +"网站上更明显的问题将是缺少 *Font Awesome* 图标，因为 *Font Awesome* CSS 中声明的字体文件无法从远程服务器加载。" #: ../../content/administration/install/cdn.rst:95 msgid "" "When these cross-origin resource issues occur, a security error message " "similar to the output below will appear in the web browser's developer " "console:" -msgstr "" +msgstr "当出现这些跨域资源问题时，网络浏览器的开发人员控制台会出现类似以下输出的安全错误信息：" #: ../../content/administration/install/cdn.rst:98 msgid "" @@ -288,16 +319,19 @@ msgid "" "Allow-Origin' header is present on the requested resource. Origin " "'http://yourdatabase.odoo.com' is therefore not allowed access.``" msgstr "" +"由于跨域资源共享策略，来自'http://pulltest-" +"xxxxx.kxcdn.com'的字体被阻止在/shop:1中加载：请求的资源上没有'Access-Control-Allow-" +"Origin'标头。因此，'http://yourdatabase.odoo.com'来源不允许访问。" #: ../../content/administration/install/cdn.rst-1 msgid "Error message populated in the browser console." -msgstr "" +msgstr "浏览器控制台中弹出错误信息。" #: ../../content/administration/install/cdn.rst:106 msgid "" "Enabling the :abbr:`CORS (Cross-Origin Resource Sharing)` option in the " ":abbr:`CDN (Content Delivery Network)` settings fixes this issue." -msgstr "" +msgstr "在 :abbr:`CDN（内容分发网络）`设置中启用:abbr:`CORS（跨域资源共享）`选项可修复此问题。" #: ../../content/administration/install/deploy.rst:3 msgid "System configuration" @@ -310,6 +344,8 @@ msgid "" "not generally necessary for a development systems that is not exposed on the" " internet." msgstr "" +"本文档描述了在生产环境中或面向互联网的服务器上设置 Odoo 的基本步骤。它遵循 :doc:`安装 " +"<../install>`，对于未在互联网上公开的开发系统通常不是必需的。" #: ../../content/administration/install/deploy.rst:10 msgid "" @@ -380,7 +416,7 @@ msgstr "仅显示名称以“mycompany”开头的数据库" #: ../../content/administration/install/deploy.rst:153 #: ../../content/administration/install/deploy.rst:280 msgid "in :ref:`the configuration file ` set:" -msgstr "" +msgstr "在:ref:`配置文件`中设置：" #: ../../content/administration/install/deploy.rst:53 msgid "" @@ -485,7 +521,7 @@ msgstr "" msgid "" "The :doc:`packaged installers ` will automatically create a new " "user (``odoo``) and set it as the database user." -msgstr "" +msgstr "doc:`软件包安装程序` 会自动创建一个新用户 (``odoo``)，并将其设置为数据库用户。" #: ../../content/administration/install/deploy.rst:129 msgid "" @@ -573,7 +609,7 @@ msgstr "内置服务器" msgid "" "Odoo includes built-in HTTP, cron, and live-chat servers, using either " "multi-threading or multi-processing." -msgstr "" +msgstr "Odoo 包括内置 HTTP、cron 和实时聊天服务器，应用多线程或多进程模式任选其一。" #: ../../content/administration/install/deploy.rst:185 msgid "" @@ -591,6 +627,8 @@ msgid "" " It is selected by leaving the :option:`--workers ` " "option out or setting it to ``0``." msgstr "" +"多线程服务器是默认服务器，也适用于 docker 容器。不使用 :option:`--workers ` " +"选项或将其设置为 ``0``，就可以选择多线程服务器。" #: ../../content/administration/install/deploy.rst:194 msgid "" @@ -603,18 +641,23 @@ msgid "" "spawned too. A configurable process reaper monitors resource usage and can " "kill/restart failed workers." msgstr "" +"**多处理**服务器是主要用于生产的完整服务器。它不受 Python " +"资源使用限制（GIL）约束，因此能充分利用硬件。服务器启动时会创建一个工作进程池。新的 HTTP " +"请求会被操作系统排队，直到有可用的工作进程来处理它们。为了处理实时聊天功能，还会在另一个端口上生成一个额外的基于事件驱动的 HTTP " +"工作进程。同时还会生成额外的定时任务工作进程。一个可配置的进程管理器会监控资源使用情况，并可以终止/重启失败的工作进程。" #: ../../content/administration/install/deploy.rst:201 msgid "" "The multi-processing server is opt-in. It is selected by setting the " ":option:`--workers ` option to a non-null integer." msgstr "" +"多进程服务器是可选的。可通过将 :option:`--workers ` 选项设置为非空整数来选择。" #: ../../content/administration/install/deploy.rst:205 msgid "" "Because it is highly customized for Linux servers, the multi-processing " "server is not available on Windows." -msgstr "" +msgstr "由于多进程服务器为 Linux 服务器高度定制，因此 Windows 无法使用。" #: ../../content/administration/install/deploy.rst:209 msgid "Worker number calculation" @@ -845,7 +888,6 @@ msgstr "" "Odoo静态文件存在于每个模块的“static/”文件夹中，因此可以通过拦截对：samp：'/{MODULE}/static/{FILE}'的所有请求，并在各种插件路径中查找正确的模块（和文件）来提供静态文件。" #: ../../content/administration/install/deploy.rst:398 -#: ../../content/administration/upgrade.rst:122 msgid "Todo" msgstr "待办" @@ -1356,8 +1398,9 @@ msgstr "" #: ../../content/administration/install/online.rst:14 #: ../../content/administration/maintain/domain_names.rst:166 #: ../../content/administration/maintain/domain_names.rst:236 -#: ../../content/administration/maintain/supported_versions.rst:31 -#: ../../content/administration/upgrade/odoo_online.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:29 +#: ../../content/administration/upgrade.rst:90 +#: ../../content/administration/upgrade.rst:307 msgid "Odoo Online" msgstr "Odoo Online" @@ -1563,6 +1606,8 @@ msgid "" " (Community only) or the Windows installer from the `Odoo download page " "`_ (any edition." msgstr "" +"从`nightly server `_（仅限社区版）或从`Odoo下载页面 " +"`_（任何版本）下载安装程序。" #: ../../content/administration/install/packages.rst:158 msgid "Execute the downloaded file." @@ -1573,12 +1618,15 @@ msgid "" "On Windows 8 and later, a warning titled *Windows protected your PC* may be " "displayed. Click **More Info** and then **Run anyway** to proceed." msgstr "" +"在Windows 8及更高版本中，可能会显示一个标题为“Windows 保护了您的计算机”的警告。点击**更多信息**，然后点击 " +"**仍要运行**以继续。" #: ../../content/administration/install/packages.rst:164 msgid "" "Accept the `UAC `_ " "prompt." msgstr "" +"接受`UAC （用户账户控制）`_提示。" #: ../../content/administration/install/packages.rst:165 msgid "Go through the installation steps." @@ -1639,7 +1687,7 @@ msgstr "" #: ../../content/administration/install/source.rst:28 #: ../../content/administration/install/source.rst:34 msgid "`Odoo download page `_" -msgstr "" +msgstr "`Odoo下载页面`_" #: ../../content/administration/install/source.rst:29 msgid "`GitHub Community repository `_" @@ -1674,6 +1722,8 @@ msgid "" "source code or when following the :doc:`Getting Started developer tutorial " "`." msgstr "" +"要克隆一个 Git 存储库，请选择使用 HTTPS 或 SSH 进行克隆。在大多数情况下，最好的选择是HTTPS。然而，如果要为 Odoo " +"源代码做贡献或者遵循:doc:`入门开发者教程`，请选择 SSH。" #: ../../content/administration/install/source.rst:56 #: ../../content/administration/install/source.rst:74 @@ -1709,6 +1759,9 @@ msgid "" "Community and Enterprise repositories to have a working Odoo Enterprise " "installation." msgstr "" +"**企业 Git 存储库不包含完整的 Odoo " +"源代码**。它只是额外附加组件的集合。主服务器代码位于社区版中。运行企业版意味着从社区版运行服务器，并将组件路径选项设置为具有企业版的文件夹。要进行Odoo" +" 企业版安装，您需要克隆社区版和企业版储存库。" #: ../../content/administration/install/source.rst:119 msgid "Python" @@ -1720,13 +1773,13 @@ msgstr "" #: ../../content/administration/install/source.rst:127 msgid "Use a package manager to download and install Python 3 if needed." -msgstr "" +msgstr "使用软件包管理器下载并安装Python 3（如需要）。" #: ../../content/administration/install/source.rst:131 msgid "" "`Download the latest version of Python 3 " "`_ and install it." -msgstr "" +msgstr "`下载最新版本 Python 3 ` 并安装。" #: ../../content/administration/install/source.rst:134 msgid "" @@ -1739,6 +1792,8 @@ msgid "" "Use a package manager (`Homebrew `_, `MacPorts " "`_) to download and install Python 3 if needed." msgstr "" +"使用软件包管理器（`Homebrew `_，`MacPorts " +"`_）下载并安装Python 3（如需要）。" #: ../../content/administration/install/source.rst:143 msgid "" @@ -1749,29 +1804,33 @@ msgstr "如果已经安装了Python 3，请确保版本为3.7或更高版本， #: ../../content/administration/install/source.rst:166 msgid "" "Verify that `pip `_ is also installed for this version." -msgstr "" +msgstr "确保此版本还安装了 `pip `_。" #: ../../content/administration/install/source.rst:191 msgid "Odoo uses PostgreSQL as its database management system." -msgstr "" +msgstr "Odoo 使用 PostgreSQL 作为其数据库管理系统。" #: ../../content/administration/install/source.rst:197 msgid "" "Use a package manager to download and install PostgreSQL (supported " "versions: 12.0 or above). It can be achieved by executing the following:" -msgstr "" +msgstr "通过使用软件包管理器下载和安装 PostgreSQL（支持版本为 12.0 或更高）。可以通过执行以下命令来实现：" #: ../../content/administration/install/source.rst:206 msgid "" "`Download PostgreSQL `_ " "(supported versions: 12.0 or above) and install it." msgstr "" +"`下载 PostgreSQL " +"`_（支持版本：12.0或更高版本）并安装。" #: ../../content/administration/install/source.rst:211 msgid "" "Use `Postgres.app `_ to download and install " "PostgreSQL (supported version: 12.0 or above)." msgstr "" +"使用 `Postgres.app `_下载并安装 " +"PostgreSQL（支持版本：12.0或更高版本）。" #: ../../content/administration/install/source.rst:215 msgid "" @@ -1779,25 +1838,30 @@ msgid "" "sure to set up the `$PATH` variable by following the `Postgres.app CLI tools" " instructions `_." msgstr "" +"请按照`Postgres.app CLI工具说明`_设置`$PATH`变量，以确保与 Postgres.app 捆绑的命令行工具可用。" #: ../../content/administration/install/source.rst:219 msgid "" "By default, the only user is `postgres`. As Odoo forbids connecting as " "`postgres`, create a new PostgreSQL user." msgstr "" +"默认情况下，唯一的用户是 `postgres`。由于Odoo禁止以 `postgres` 的身份连接，因此需要创建一个新的PostgreSQL用户。" #: ../../content/administration/install/source.rst:232 #: ../../content/administration/install/source.rst:257 msgid "" "Because the PostgreSQL user has the same name as the Unix login, it is " "possible to connect to the database without a password." -msgstr "" +msgstr "由于 PostgreSQL 用户与 Unix 登录名相同，所以可以在没有密码的情况下连接到数据库。" #: ../../content/administration/install/source.rst:237 msgid "" "Add PostgreSQL's `bin` directory (by default: :file:`C:\\\\Program " "Files\\\\PostgreSQL\\\\\\\\bin`) to the `PATH`." msgstr "" +"将 PostgreSQL 的`bin`目录（默认情况下为：:file:`C:\\\\Program " +"Files\\\\PostgreSQL\\\\\\\\bin`）添加到`PATH`中。" #: ../../content/administration/install/source.rst:239 msgid "Create a postgres user with a password using the pg admin gui:" @@ -1817,13 +1881,13 @@ msgstr "选择：menuselection：`对象 --> 创建 --> 登录名/组角色`。" #: ../../content/administration/install/source.rst:244 msgid "Enter the username in the **Role Name** field (e.g., `odoo`)." -msgstr "" +msgstr "在**角色名称**字段中输入用户名（例如，`odoo`）。" #: ../../content/administration/install/source.rst:245 msgid "" "Open the **Definition** tab, enter a password (e.g., `odoo`), and click " "**Save**." -msgstr "" +msgstr "打开**定义**选项卡，输入密码（例如，`odoo`），然后点击**保存**。" #: ../../content/administration/install/source.rst:246 msgid "" @@ -2307,6 +2371,8 @@ msgid "" "`Outlook`. After that, install the module called :guilabel:`Microsoft " "Outlook`." msgstr "" +"首先，打开 Odoo 数据库并导航至 :guilabel:`Apps` 模块。然后，从搜索栏中移除 :guilabel:`Apps` 筛选器，并输入 " +"`Outlook`。然后，安装名为 :guilabel:`Microsoft Outlook` 的模块。" #: ../../content/administration/maintain/azure_oauth.rst:145 msgid "" @@ -2315,10 +2381,12 @@ msgid "" ":guilabel:`Custom Email Servers` is checked. This populates a new option for" " :guilabel:`Outlook Credentials`." msgstr "" +"接下来，导航至 :menuselection:`设置-->常规设置`，在 :guilabel:` 讨论`应用程序部分，确保选中 " +":guilabel:`自定义电子邮件服务器` 复选框。将弹出 :guilabel:`Outlook 证书` 新选项。" #: ../../content/administration/maintain/azure_oauth.rst:149 msgid ":guilabel:`Save` the progress." -msgstr "" +msgstr ":guilabel:`保存`进度。" #: ../../content/administration/maintain/azure_oauth.rst:151 msgid "" @@ -2326,10 +2394,12 @@ msgid "" ":guilabel:`Client Secret (Client Secret Value)` into the respective fields " "and :guilabel:`Save` the settings." msgstr "" +"然后，将:guilabel:`Client ID（应用程序 ID）和:guilabel:`Client " +"Secret（客户端密文值）`复制并粘贴到相应字段，然后:guilabel:`保存`设置。" #: ../../content/administration/maintain/azure_oauth.rst-1 msgid "Outlook Credentials in Odoo General Settings." -msgstr "" +msgstr "Odoo 常规设置中的 Outlook 凭据。" #: ../../content/administration/maintain/azure_oauth.rst:159 #: ../../content/administration/maintain/google_oauth.rst:127 @@ -2342,6 +2412,8 @@ msgid "" "Servers` setting, click the :guilabel:`Outgoing Email Servers` link to " "configure the Microsoft account." msgstr "" +"在:guilabel:`常规设置` 页面的:guilabel:`定制电邮服务器` 设置下，单击:guilabel:`外发电邮服务器`链接以配置 " +"Microsoft 帐户。" #: ../../content/administration/maintain/azure_oauth.rst:164 msgid "" @@ -2349,27 +2421,31 @@ msgid "" "Next, fill in the :guilabel:`Name` (it can be anything) and the Microsoft " "Outlook email :guilabel:`Username`." msgstr "" +"然后，创建一个新的电子邮件服务器，并选中 :guilabel:`Outlook` 复选框。然后，填写 :guilabel:`名称`（可以是任何内容）和 " +"Microsoft Outlook 电子邮件 :guilabel:`用户名`。" #: ../../content/administration/maintain/azure_oauth.rst:167 msgid "" "If the :guilabel:`From Filter` field is empty, enter either a :ref:`domain " "or email address `." msgstr "" +"如果 :guilabel:`From Filter` 字段为空，请输入 :ref:`域名或电子邮件地址 " +"`。" #: ../../content/administration/maintain/azure_oauth.rst:170 msgid "Then, click on :guilabel:`Connect your Outlook account`." -msgstr "" +msgstr "然后，点击:guilabel:`连接您的 Outlook 帐户`。" #: ../../content/administration/maintain/azure_oauth.rst:172 msgid "" "A new window from Microsoft opens to complete the :guilabel:`authorization " "process`. Select the appropriate email address that is being configured in " "Odoo." -msgstr "" +msgstr "Microsoft 将打开一个新窗口，以完成 :guilabel:` 授权过程`。选择正在 Odoo 中配置的相应电子邮件地址。" #: ../../content/administration/maintain/azure_oauth.rst-1 msgid "Permission page to grant access between newly created app and Odoo." -msgstr "" +msgstr "权限页面用于授予新创建的应用程序与 Odoo 之间的访问权限。" #: ../../content/administration/maintain/azure_oauth.rst:179 msgid "" @@ -2379,10 +2455,13 @@ msgid "" "automatically loads the :guilabel:`token` in Odoo, and a tag stating " ":guilabel:`Outlook Token Valid` appears in green." msgstr "" +"然后，点击 :guilabel:`是`，允许 Odoo 访问 Microsoft 帐户。之后，页面将导航回 Odoo 中新配置的 " +":guilabel:`外发邮件服务器`。配置会自动加载 Odoo 中的 :guilabel:`令牌`，并显示绿色标签:guilabel:`Outlook" +" 令牌有效`。" #: ../../content/administration/maintain/azure_oauth.rst-1 msgid "Valid Outlook Token indicator." -msgstr "" +msgstr "有效的 Outlook 令牌指示符。" #: ../../content/administration/maintain/azure_oauth.rst:188 msgid "" @@ -2390,6 +2469,8 @@ msgid "" "appear. The Odoo database can now send safe, secure emails through Microsoft" " Outlook using OAuth authentication." msgstr "" +"最后，点击 :guilabel:`测试连接`。此时会出现一条确认信息。现在，Odoo 数据库可以使用 OAuth 身份验证通过 Microsoft " +"Outlook 发送安全可靠的电子邮件。" #: ../../content/administration/maintain/azure_oauth.rst:194 msgid "Configuration with a single outgoing mail server" @@ -2539,31 +2620,31 @@ msgstr "" #: ../../content/administration/maintain/azure_oauth.rst:273 msgid "User #2 mailbox" -msgstr "" +msgstr "用户#2邮箱" #: ../../content/administration/maintain/azure_oauth.rst:273 msgid "Outgoing mail server #2 **username** (login) = `jane@example.com`" -msgstr "" +msgstr "外发邮件服务器 #2 **用户名**（登录） = `jane@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:274 msgid "" "Outgoing mail server #2 :guilabel:`FROM Filtering` = `jane@example.com`" -msgstr "" +msgstr "外发邮件服务器 #2 :guilabel:`FROM Filtering` = `jane@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:276 msgid "Notifications mailbox" -msgstr "" +msgstr "通知邮箱" #: ../../content/administration/maintain/azure_oauth.rst:276 msgid "" "Outgoing mail server #3 **username** (login) = `notifications@example.com`" -msgstr "" +msgstr "外发邮件服务器 #3 **用户名** （登录名）= `notifications@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:277 msgid "" "Outgoing mail server #3 :guilabel:`FROM Filtering` = " "`notifications@example.com`" -msgstr "" +msgstr "外发邮件服务器 #3 :guilabel:`FROM Filtering` = `notifications@example.com`" #: ../../content/administration/maintain/azure_oauth.rst:279 msgid "System Parameters" @@ -2571,7 +2652,7 @@ msgstr "系统参数" #: ../../content/administration/maintain/azure_oauth.rst:283 msgid "Configure incoming email server" -msgstr "" +msgstr "配置接收电子邮件服务器" #: ../../content/administration/maintain/azure_oauth.rst:285 msgid "" @@ -2584,10 +2665,15 @@ msgid "" ":guilabel:`Outlook Token Valid` Now :guilabel:`Test and Confirm` the " "account. The account should be ready to receive email to the Odoo database." msgstr "" +"收件账户的配置方式应与发件账户类似。导航至 :guilabel:`技术菜单` 中的 :guilabel:`收件邮件服务器` 并 " +":guilabel:`创建` 新配置。勾选或选择:guilabel:`Outlook Oauth " +"身份验证`旁边的按钮，并输入:guilabel:`Microsoft Outlook 用户名`。 点击 :guilabel:`连接您的 Outlook " +"帐户`。Odoo 将显示： :guilabel:`Outlook 令牌有效` 现在 :guilabel:` 测试并确认` 帐户。该账户应已准备好向 " +"Odoo 数据库接收电子邮件。" #: ../../content/administration/maintain/azure_oauth.rst:293 msgid ":doc:`../../applications/general/email_communication/email_servers`" -msgstr "" +msgstr ":doc:`../../applications/general/email_communication/email_servers`" #: ../../content/administration/maintain/domain_names.rst:3 #: ../../content/administration/maintain/odoo_online.rst:70 @@ -2910,9 +2996,10 @@ msgstr "目标地址是数据库的当前地址，在创建时定义（例如， #: ../../content/administration/maintain/domain_names.rst:171 #: ../../content/administration/maintain/domain_names.rst:250 -#: ../../content/administration/maintain/supported_versions.rst:32 +#: ../../content/administration/maintain/supported_versions.rst:30 #: ../../content/administration/odoo_sh.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:3 +#: ../../content/administration/upgrade.rst:120 +#: ../../content/administration/upgrade.rst:318 msgid "Odoo.sh" msgstr "Odoo.sh" @@ -3461,14 +3548,16 @@ msgid "" "For more information, visit `Google's documentation " "`_ on setting up OAuth." msgstr "" +"有关更多信息，请访问` Google " +"文档`_，了解有关设置 OAuth 的信息。" #: ../../content/administration/maintain/google_oauth.rst:15 msgid ":doc:`/applications/general/auth/google`" -msgstr "" +msgstr ":doc:`/applications/general/auth/google`" #: ../../content/administration/maintain/google_oauth.rst:16 msgid ":doc:`/applications/productivity/calendar/google`" -msgstr "" +msgstr ":doc:`/applications/productivity/calendar/google`" #: ../../content/administration/maintain/google_oauth.rst:19 msgid "Setup in Google" @@ -3596,7 +3685,7 @@ msgstr "" #: ../../content/administration/maintain/google_oauth.rst:89 msgid "Create Credentials" -msgstr "" +msgstr "创建凭证" #: ../../content/administration/maintain/google_oauth.rst:91 msgid "" @@ -3801,7 +3890,7 @@ msgstr "" #: ../../content/administration/maintain/google_oauth.rst-1 msgid "Error 400 Redirect URI Mismatch." -msgstr "" +msgstr "错误 400 重定向 URI 不匹配。" #: ../../content/administration/maintain/google_oauth.rst:215 msgid "" @@ -3812,6 +3901,10 @@ msgid "" "`https://yourdbname.odoo.com/google_gmail/confirm` in the field, being sure " "to replace *yourdbname* in the URL with the Odoo database name." msgstr "" +"要纠正此错误，请删除已创建的凭证并创建新凭证，在 :guilabel:`应用类型` 中选择 :guilabel:`网络应用`。然后，在 " +":guilabel:`授权重定向 URI` 下单击 :guilabel:`添加 URI` 并键入： " +"https://yourdbname.odoo.com/google_gmail/confirm\"，确保将 URL 中的 *yourdbname* " +"替换为 Odoo 数据库名称。" #: ../../content/administration/maintain/hosting_changes.rst:3 msgid "Change hosting solution" @@ -3821,7 +3914,7 @@ msgstr "更改托管解决方案" msgid "" "The instructions to change the hosting type of a database depend on the " "current solution used and to which solution the database should be moved." -msgstr "" +msgstr "更改数据库托管类型的说明，取决于当前使用的解决方案以及应将数据库移动到哪个解决方案。" #: ../../content/administration/maintain/hosting_changes.rst:9 msgid "Transferring an on-premise database" @@ -4441,7 +4534,7 @@ msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:293 #: ../../content/administration/odoo_sh/getting_started/settings.rst:77 #: ../../content/administration/odoo_sh/getting_started/settings.rst:113 -#: ../../content/administration/upgrade.rst:10 +#: ../../content/administration/upgrade.rst:3 msgid "Upgrade" msgstr "升级" @@ -4451,8 +4544,8 @@ msgstr "" #: ../../content/administration/maintain/odoo_online.rst:33 msgid "" -"For more information about the upgrade process, check out the :doc:`Odoo " -"Online upgrade documentation <../upgrade/odoo_online>`." +"For more information about the upgrade process, check out the :ref:`Odoo " +"Online upgrade documentation `." msgstr "" #: ../../content/administration/maintain/odoo_online.rst:39 @@ -4866,78 +4959,72 @@ msgstr "" "`__ " "或Unix命令``uuidgen``来生成一个新的UUID。你就可以点击该UUID并使用编辑按钮来替换原先的记录。" -#: ../../content/administration/maintain/supported_versions.rst:6 -#: ../../content/administration/upgrade.rst:208 +#: ../../content/administration/maintain/supported_versions.rst:7 msgid "Supported versions" msgstr "支持的版本" -#: ../../content/administration/maintain/supported_versions.rst:8 +#: ../../content/administration/maintain/supported_versions.rst:9 msgid "" "Odoo provides support and bug fixing **for the 3 last major versions** of " "Odoo." msgstr "Odoo为 **近的3个主要版** 提供支持和漏洞修复服务。" -#: ../../content/administration/maintain/supported_versions.rst:11 +#: ../../content/administration/maintain/supported_versions.rst:12 msgid "" "Odoo releases intermediary versions called **Online versions** on the " ":doc:`Odoo Online ` hosting every two months. Odoo Online users" " can then benefit from the latest features of Odoo." msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:15 +#: ../../content/administration/maintain/supported_versions.rst:16 msgid "" "Admins of Odoo Online databases are invited to :doc:`upgrade <../upgrade>` " "them regularly." msgstr "Odoo Online数据库的管理员被邀请:doc:`升级<./升级>定期“它们。" -#: ../../content/administration/maintain/supported_versions.rst:16 +#: ../../content/administration/maintain/supported_versions.rst:17 msgid "" "Online versions are *not* released for Odoo.sh and On-Premise installations." msgstr "在线版本*不*为 Odoo.sh 和本地安装发布。" -#: ../../content/administration/maintain/supported_versions.rst:17 +#: ../../content/administration/maintain/supported_versions.rst:18 msgid "Online versions are listed below as *SaaS*." msgstr "在线版本在下面列为*SaaS*。" #: ../../content/administration/maintain/supported_versions.rst:20 -msgid "What's the support status of my Odoo?" -msgstr "我的Odoo可享受哪些支持服务？" - -#: ../../content/administration/maintain/supported_versions.rst:22 msgid "This matrix shows the support status of every version." msgstr "下表是每个版本的支持状态。" -#: ../../content/administration/maintain/supported_versions.rst:24 +#: ../../content/administration/maintain/supported_versions.rst:22 msgid "**Major releases are in bold type.**" msgstr " **要版本以粗体显示。**" -#: ../../content/administration/maintain/supported_versions.rst:33 -#: ../../content/administration/upgrade/on_premise.rst:3 +#: ../../content/administration/maintain/supported_versions.rst:31 msgid "On-Premise" msgstr "本地部署" -#: ../../content/administration/maintain/supported_versions.rst:34 +#: ../../content/administration/maintain/supported_versions.rst:32 msgid "Release date" msgstr "发布日期" -#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:33 msgid "End of support" msgstr "终止支持" -#: ../../content/administration/maintain/supported_versions.rst:36 -msgid "Odoo saas~16.4" +#: ../../content/administration/maintain/supported_versions.rst:34 +msgid "**Odoo 17.0**" msgstr "" +#: ../../content/administration/maintain/supported_versions.rst:35 +#: ../../content/administration/maintain/supported_versions.rst:36 #: ../../content/administration/maintain/supported_versions.rst:37 -#: ../../content/administration/maintain/supported_versions.rst:61 -#: ../../content/administration/maintain/supported_versions.rst:62 -#: ../../content/administration/maintain/supported_versions.rst:63 -#: ../../content/administration/maintain/supported_versions.rst:79 -#: ../../content/administration/maintain/supported_versions.rst:80 -#: ../../content/administration/maintain/supported_versions.rst:81 +#: ../../content/administration/maintain/supported_versions.rst:41 +#: ../../content/administration/maintain/supported_versions.rst:65 +#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:67 +#: ../../content/administration/maintain/supported_versions.rst:83 +#: ../../content/administration/maintain/supported_versions.rst:84 #: ../../content/administration/maintain/supported_versions.rst:85 -#: ../../content/administration/maintain/supported_versions.rst:86 -#: ../../content/administration/maintain/supported_versions.rst:87 #: ../../content/administration/odoo_sh/getting_started/settings.rst:58 #: ../../content/administration/odoo_sh/getting_started/settings.rst:59 #: ../../content/administration/odoo_sh/getting_started/settings.rst:62 @@ -4969,165 +5056,172 @@ msgid "|green|" msgstr "|green|" #: ../../content/administration/maintain/supported_versions.rst:38 +#: ../../content/administration/maintain/supported_versions.rst:93 +msgid "November 2023" +msgstr "" + #: ../../content/administration/maintain/supported_versions.rst:39 -#: ../../content/administration/maintain/supported_versions.rst:44 -#: ../../content/administration/maintain/supported_versions.rst:45 -#: ../../content/administration/maintain/supported_versions.rst:50 -#: ../../content/administration/maintain/supported_versions.rst:51 -#: ../../content/administration/maintain/supported_versions.rst:56 -#: ../../content/administration/maintain/supported_versions.rst:57 -#: ../../content/administration/maintain/supported_versions.rst:68 -#: ../../content/administration/maintain/supported_versions.rst:69 -#: ../../content/administration/maintain/supported_versions.rst:74 -#: ../../content/administration/maintain/supported_versions.rst:75 -msgid "N/A" -msgstr "无" +msgid "November 2026 (planned)" +msgstr "" #: ../../content/administration/maintain/supported_versions.rst:40 -msgid "August 2023" +msgid "Odoo saas~16.4" msgstr "" #: ../../content/administration/maintain/supported_versions.rst:42 +#: ../../content/administration/maintain/supported_versions.rst:43 +#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:49 +#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:55 +#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:61 +#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:73 +#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:79 +msgid "N/A" +msgstr "无" + +#: ../../content/administration/maintain/supported_versions.rst:44 +msgid "August 2023" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:46 msgid "Odoo saas~16.3" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:43 -#: ../../content/administration/maintain/supported_versions.rst:49 -#: ../../content/administration/maintain/supported_versions.rst:55 -#: ../../content/administration/maintain/supported_versions.rst:67 -#: ../../content/administration/maintain/supported_versions.rst:73 +#: ../../content/administration/maintain/supported_versions.rst:47 +#: ../../content/administration/maintain/supported_versions.rst:53 +#: ../../content/administration/maintain/supported_versions.rst:59 +#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:89 +#: ../../content/administration/maintain/supported_versions.rst:90 #: ../../content/administration/maintain/supported_versions.rst:91 -#: ../../content/administration/maintain/supported_versions.rst:92 -#: ../../content/administration/maintain/supported_versions.rst:93 +#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:96 +#: ../../content/administration/maintain/supported_versions.rst:97 +#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:102 +#: ../../content/administration/maintain/supported_versions.rst:103 msgid "|red|" msgstr "|red|" -#: ../../content/administration/maintain/supported_versions.rst:46 +#: ../../content/administration/maintain/supported_versions.rst:50 msgid "June 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:48 +#: ../../content/administration/maintain/supported_versions.rst:52 msgid "Odoo saas~16.2" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:52 +#: ../../content/administration/maintain/supported_versions.rst:56 msgid "March 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:54 +#: ../../content/administration/maintain/supported_versions.rst:58 msgid "Odoo saas~16.1" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:58 +#: ../../content/administration/maintain/supported_versions.rst:62 msgid "February 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:60 +#: ../../content/administration/maintain/supported_versions.rst:64 msgid "**Odoo 16.0**" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:64 -#: ../../content/administration/maintain/supported_versions.rst:95 +#: ../../content/administration/maintain/supported_versions.rst:68 +#: ../../content/administration/maintain/supported_versions.rst:99 msgid "October 2022" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:65 -msgid "October 2025 (planned)" +#: ../../content/administration/maintain/supported_versions.rst:69 +msgid "November 2025 (planned)" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:66 +#: ../../content/administration/maintain/supported_versions.rst:70 msgid "Odoo saas~15.2" msgstr "Odoo saas~15.2" -#: ../../content/administration/maintain/supported_versions.rst:70 +#: ../../content/administration/maintain/supported_versions.rst:74 msgid "March 2022" msgstr "三月 2022" -#: ../../content/administration/maintain/supported_versions.rst:71 +#: ../../content/administration/maintain/supported_versions.rst:75 msgid "January 2023" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:72 +#: ../../content/administration/maintain/supported_versions.rst:76 msgid "Odoo saas~15.1" msgstr "Odoo saas~15.1" -#: ../../content/administration/maintain/supported_versions.rst:76 +#: ../../content/administration/maintain/supported_versions.rst:80 msgid "February 2022" msgstr "二月 2022" -#: ../../content/administration/maintain/supported_versions.rst:77 +#: ../../content/administration/maintain/supported_versions.rst:81 msgid "July 2022" msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:78 +#: ../../content/administration/maintain/supported_versions.rst:82 msgid "**Odoo 15.0**" msgstr "**Odoo 15.0**" -#: ../../content/administration/maintain/supported_versions.rst:82 +#: ../../content/administration/maintain/supported_versions.rst:86 msgid "October 2021" msgstr "十月 2021" -#: ../../content/administration/maintain/supported_versions.rst:83 -msgid "October 2024 (planned)" -msgstr "2024年10月（计划）" +#: ../../content/administration/maintain/supported_versions.rst:87 +msgid "November 2024 (planned)" +msgstr "" -#: ../../content/administration/maintain/supported_versions.rst:84 +#: ../../content/administration/maintain/supported_versions.rst:88 msgid "**Odoo 14.0**" msgstr "**Odoo 14.0**" -#: ../../content/administration/maintain/supported_versions.rst:88 +#: ../../content/administration/maintain/supported_versions.rst:92 msgid "October 2020" msgstr "2020年10月" -#: ../../content/administration/maintain/supported_versions.rst:89 -msgid "November 2023 (planned)" -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:90 +#: ../../content/administration/maintain/supported_versions.rst:94 msgid "**Odoo 13.0**" msgstr "**Odoo 13.0**" -#: ../../content/administration/maintain/supported_versions.rst:94 +#: ../../content/administration/maintain/supported_versions.rst:98 msgid "October 2019" msgstr "2019年10月" -#: ../../content/administration/maintain/supported_versions.rst:99 +#: ../../content/administration/maintain/supported_versions.rst:100 +msgid "Older versions" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:104 +msgid "Before 2019" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:105 +msgid "Before 2022" +msgstr "" + +#: ../../content/administration/maintain/supported_versions.rst:107 +msgid "Legend" +msgstr "图例" + +#: ../../content/administration/maintain/supported_versions.rst:109 msgid "|green| Supported version" msgstr "|green| 支持的版本" -#: ../../content/administration/maintain/supported_versions.rst:101 +#: ../../content/administration/maintain/supported_versions.rst:111 msgid "|red| End-of-support" msgstr "|red| 结束支持" -#: ../../content/administration/maintain/supported_versions.rst:103 +#: ../../content/administration/maintain/supported_versions.rst:113 msgid "N/A Never released for this platform" msgstr "不适用 从未在此平台发布" -#: ../../content/administration/maintain/supported_versions.rst:105 -msgid "🏁 Future version, not released yet" -msgstr "🏁 未来版本，尚未发布" - #: ../../content/administration/maintain/supported_versions.rst:116 -msgid "I run an older version of Odoo/OpenERP/TinyERP" -msgstr "我仍在使用老版本的 Odoo/OpenERP/TinyERP" - -#: ../../content/administration/maintain/supported_versions.rst:118 -msgid "" -"Odoo 12.0, 11.0, 10.0, 9.0, and 8.0 are not supported anymore, on any " -"platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:120 -msgid "" -"OpenERP 7.0, 6.1, 6.0 and 5.0 are not supported anymore, on any platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:122 -msgid "" -"TinyERP 4.0, 3.0, 2.0 and 1.0 are not supported anymore, on any platform." -msgstr "" - -#: ../../content/administration/maintain/supported_versions.rst:124 msgid "" "Even though we don't support older versions, you can always `upgrade from " "any version `_." @@ -5416,7 +5510,6 @@ msgstr "容器" #: ../../content/administration/odoo_sh/getting_started/settings.rst:6 #: ../../content/administration/odoo_sh/getting_started/status.rst:6 #: ../../content/administration/odoo_sh/overview.rst:5 -#: ../../content/administration/upgrade/odoo_sh.rst:8 msgid "Overview" msgstr "概述" @@ -6486,7 +6579,7 @@ msgid "Available for production and staging branches for valid projects." msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:298 -msgid ":doc:`Upgrade - Odoo.sh <../../upgrade/odoo_sh>`" +msgid ":doc:`Upgrade documentation <../../upgrade>`" msgstr "" #: ../../content/administration/odoo_sh/getting_started/branches.rst:303 @@ -8712,1381 +8805,746 @@ msgid "" "time." msgstr "该文档将帮助您立即上线 Odoo.sh 项目。" -#: ../../content/administration/upgrade.rst:20 +#: ../../content/administration/upgrade.rst:5 msgid "" -"An upgrade is switching to a newer version of Odoo (e.g., Odoo 14.0 to Odoo " -"15.0)." -msgstr "升级正在切换到较新版本的Odoo（例如，Odoo 14.0到Odoo 15.0）。" - -#: ../../content/administration/upgrade.rst:22 -msgid "An upgrade does not cover:" -msgstr "升级不包括：" - -#: ../../content/administration/upgrade.rst:24 -msgid "" -"Changing :ref:`editions ` (i.e., Community to " -"Enterprise edition)" -msgstr "更改 ：ref：`版本<升级-faq/editions-change>`（即社区版到企业版）" - -#: ../../content/administration/upgrade.rst:25 -msgid "" -"Switching :ref:`hosting type ` (i.e., On-" -"Premise to Odoo Online or Odoo.sh)" +"An upgrade is the process of moving your database from an older version to a" +" newer :doc:`supported version ` (e.g., Odoo " +"14.0 to Odoo 16.0). Frequently upgrading is essential as each version comes " +"with new and improved features, bug fixes, and security patches." msgstr "" -#: ../../content/administration/upgrade.rst:27 -msgid "Migration from another ERP to Odoo" -msgstr "从另一个 ERP 迁移到 Odoo" - -#: ../../content/administration/upgrade.rst:29 -#: ../../content/administration/upgrade.rst:148 -#: ../../content/administration/upgrade.rst:259 -#: ../../content/administration/upgrade/faq.rst:81 -#: ../../content/administration/upgrade/faq.rst:92 -#: ../../content/administration/upgrade/faq.rst:119 -msgid "|assistance-contact|" -msgstr "|辅助-接触|" - -#: ../../content/administration/upgrade.rst:32 -msgid ":ref:`upgrade/sla`" -msgstr "：ref：`upgrade/sla`" - -#: ../../content/administration/upgrade.rst:37 -msgid "Process workflow" -msgstr "流程工作流" - -#: ../../content/administration/upgrade.rst:39 -msgid "The upgrade process in a nutshell:" -msgstr "升级过程简述：" - -#: ../../content/administration/upgrade.rst:41 -msgid "You create a test upgrade request." -msgstr "创建测试升级请求。" - -#: ../../content/administration/upgrade.rst:42 +#: ../../content/administration/upgrade.rst:13 msgid "" -"Odoo processes the request automatically by running the database through an " -"upgrade script, which takes between 20 and 120 minutes." -msgstr "Odoo通过升级脚本运行数据库来自动处理请求，这需要20到120分钟。" - -#: ../../content/administration/upgrade.rst:44 -msgid "Odoo delivers a test database." -msgstr "Odoo提供了一个测试数据库。" - -#: ../../content/administration/upgrade.rst:45 -msgid "" -"You test your database for possible discrepancies (see :ref:`upgrade/test-" -"guidance`)." -msgstr "您可以测试数据库是否存在可能的差异（请参阅：ref：`upgrade/test-guidance`）。" - -#: ../../content/administration/upgrade.rst:46 -msgid "" -"If there are any discrepancies, you report them to the Upgrade support team " -"via the help portal (see :ref:`upgrade/test-assistance`)." -msgstr "如果有任何差异，请通过帮助门户将其报告给升级支持团队（请参阅：ref：`upgrade/test-assistance`）。" - -#: ../../content/administration/upgrade.rst:48 -msgid "We fix the issues and send you a new test database." -msgstr "我们修复了这些问题，并向您发送了一个新的测试数据库。" - -#: ../../content/administration/upgrade.rst:49 -msgid "" -"Once you have completed the testing and are happy with the result, you " -"decide on a date and time when you stop users from accessing Odoo, freeze " -"all data entries, and create an upgrade request for the production upgrade." -msgstr "完成测试并对结果感到满意后，您可以决定停止用户访问Odoo，冻结所有数据条目并为生产升级创建升级请求的日期和时间。" - -#: ../../content/administration/upgrade.rst:52 -msgid "Odoo delivers the production database through the automated process." -msgstr "Odoo通过自动化流程提供生产数据库。" - -#: ../../content/administration/upgrade.rst:53 -msgid "" -"You restore it in your Production environment a few short hours later and " -"continue working on the newly upgraded database (this is done automatically " -"on Odoo Online)." -msgstr "短短几个小时后，您可以在生产环境中恢复它，并继续处理新升级的数据库（这是在Odoo Online上自动完成的）。" - -#: ../../content/administration/upgrade.rst:57 -msgid ":doc:`Upgrade process for Odoo Online `" +"The Rolling Release process allows Odoo Online customers to upgrade their " +"database directly from a message prompt sent to the database administrator " +"as soon as a new version is released. The invitation to upgrade is only sent" +" if no issues are detected during the automatic tests." msgstr "" -#: ../../content/administration/upgrade.rst:58 -msgid ":doc:`Upgrade process for Odoo.sh `" -msgstr ":doc:`Odoo.sh <升级/odoo_sh>”的升级过程" - -#: ../../content/administration/upgrade.rst:59 -msgid ":doc:`Upgrade process for On-Premise `" -msgstr ":doc:`内部部署<升级/on_premise>”的升级过程" - -#: ../../content/administration/upgrade.rst:64 -msgid "Testing" -msgstr "测试" - -#: ../../content/administration/upgrade.rst:66 -msgid "" -"This phase allows you to review an upgraded version of your database without" -" affecting your production database in any way. We suggest that you run the " -"test upgrade process at least once, but you can do it as many times as you " -"need (one at a time)." -msgstr "" -"此阶段允许您查看数据库的升级版本，而不会以任何方式影响生产数据库。我们建议您至少运行一次测试升级过程，但您可以根据需要多次运行（一次一次）。" - -#: ../../content/administration/upgrade.rst:70 -msgid "" -"Once you receive your upgraded test database, check that all data, " -"processes, and functionality are still correct and working as expected." -msgstr "收到升级后的测试数据库后，请检查所有数据、进程和功能是否仍然正确并按预期工作。" - -#: ../../content/administration/upgrade.rst:73 -msgid "" -"If you do find discrepancies, :ref:`report your issues ` and :ref:`request a new test database ` when the reported issues are fixed in the upgrade script." -msgstr "" -"如果确实发现差异，请在升级脚本中修复报告的问题时，<升级/测试帮助>“和 ：ref：”请求新的测试数据库<升级/test-db-request>”。" - -#: ../../content/administration/upgrade.rst:77 -msgid "" -"If you do not find any discrepancies, you can move on to the upgrade of your" -" production database." -msgstr "如果未发现任何差异，则可以继续进行生产数据库的升级。" - -#: ../../content/administration/upgrade.rst:80 -msgid "" -"A test database is only intended for testing and remains completely " -"unrelated to your present or future production database. Any data you add, " -"or changes you make, will not be reflected in your upgraded production " -"database." -msgstr "测试数据库仅用于测试，与当前或将来的生产数据库完全无关。您添加的任何数据或所做的更改都不会反映在升级后的生产数据库中。" - -#: ../../content/administration/upgrade.rst:85 -msgid "" -"Test databases are neutered and features are disabled to prevent them from " -"having an impact on the production database:" -msgstr "测试数据库被中性化，并禁用功能，以防止它们对生产数据库产生影响：" - -#: ../../content/administration/upgrade.rst:88 -msgid "" -"The serial number of the database is modified (to prevent it from sending " -"information as if it was the production database)." -msgstr "修改数据库的序列号（以防止它像发送生产数据库一样发送信息）。" - -#: ../../content/administration/upgrade.rst:90 -msgid "" -"The :ref:`base URL of the database ` is reset to " -"``http://localhost:8069`` and the email domain to ``localhost``." -msgstr "" -"数据库的 ：ref：`base URL “ " -"重置为”http://localhost:8069“，电子邮件域重置为”localhost”。" - -#: ../../content/administration/upgrade.rst:92 -msgid "" -"Scheduled actions are disabled (the calendar synchronization, the bank " -"statement synchronization, the planned automated actions, the fetching of " -"incoming mail servers, etc.)." -msgstr "计划操作被禁用（日历同步、银行对账单同步、计划的自动操作、接收邮件服务器的提取等）。" - -#: ../../content/administration/upgrade.rst:94 -msgid "" -"Outgoing mail servers are disabled by archiving the existing ones and adding" -" a fake/non-working one." -msgstr "通过存档现有邮件服务器并添加假/非工作服务器来禁用传出邮件服务器。" - -#: ../../content/administration/upgrade.rst:96 -msgid "Payment providers and delivery carriers are reset to test environment." -msgstr "支付提供商和交付运营商被重置为测试环境。" - -#: ../../content/administration/upgrade.rst:97 -msgid "" -"Accounting localization Electronic Data Interchange (EDI) services are " -"disabled." -msgstr "会计本地化电子数据交换 （EDI） 服务已禁用。" - -#: ../../content/administration/upgrade.rst:98 -msgid "A system parameter is set to tell the database has been neutered." -msgstr "设置系统参数以告知数据库已被中性化。" - -#: ../../content/administration/upgrade.rst:103 -msgid "Request a test database" -msgstr "请求测试数据库" - -#: ../../content/administration/upgrade.rst:105 -msgid "" -"Follow the instructions available per hosting type on the `website form " -"`_ and select *Testing* purpose." -msgstr "按照“网站表单”_上每种托管类型的可用说明进行操作，然后选择“*测试*目的”。" - -#: ../../content/administration/upgrade.rst-1 -msgid "Selection of the \"Testing\" purpose in the upgrade form on Odoo" -msgstr "" - -#: ../../content/administration/upgrade.rst:115 -msgid "Test guidance" -msgstr "测试指导" - -#: ../../content/administration/upgrade.rst:117 -msgid "" -"Every business and organization has its own operational needs and has to " -"test its specific Odoo database individually. We recommend you look at `the " -"test scenario " -"`_" -" for further information." -msgstr "" -"每个企业和组织都有自己的运营需求，并且必须单独测试其特定的Odoo数据库。我们建议您查看“测试方案”_" -" 以获取更多信息。" - -#: ../../content/administration/upgrade.rst:122 -msgid "change link \"test scenario\" once the related doc is published" -msgstr "发布相关文档后更改链接“测试方案`" - -#: ../../content/administration/upgrade.rst:127 -#: ../../content/administration/upgrade.rst:172 -msgid "Assistance" -msgstr "协助" - -#: ../../content/administration/upgrade.rst:129 -msgid "" -"If you encounter an issue in the **test database**, please get in touch with" -" Odoo Upgrade Support via the `Odoo Support page " -"`_." -msgstr "" -"如果您在 **试数据库中遇到问** ，请通过“Odoo支持页面”_与Odoo升级支持部门联系。" - -#: ../../content/administration/upgrade.rst:132 -msgid "" -"Under the *Ticket Description* section, select *An issue related to my " -"upgrade* ticket type." -msgstr "在“*机票描述*”部分下，选择“*与我的升舱*机票类型相关的问题”。" - #: ../../content/administration/upgrade.rst:0 -msgid "" -"Selection of \"An issue related to my upgrade\" as Ticket Type in the " -"support form on Odoo" +msgid "The upgrade message prompt on the top right of the database" msgstr "" -#: ../../content/administration/upgrade.rst:139 +#: ../../content/administration/upgrade.rst:20 msgid "" -"If you choose another *Ticket Description* type, the request will be " -"redirected to another team. This will slow down the processing and response " -"time." -msgstr "如果您选择其他 *票证描述* 类型，请求将被重定向到另一个团队。这将减慢处理和响应时间。" - -#: ../../content/administration/upgrade.rst:142 -#: ../../content/administration/upgrade.rst:185 -msgid "" -"Please provide as much detail as you can (i.e., videos and screenshots to " -"illustrate your issue). This will avoid clarifying questions and speed up " -"the resolution process significantly." -msgstr "请提供尽可能多的细节（即视频和屏幕截图来说明您的问题）。这将避免澄清问题，并大大加快解决过程。" - -#: ../../content/administration/upgrade.rst:146 -msgid "" -"The purpose of the test phase is not to correct existing data or " -"configurations in your database." -msgstr "测试阶段的目的不是更正数据库中的现有数据或配置。" - -#: ../../content/administration/upgrade.rst:153 -msgid "The production launch" -msgstr "量产启动" - -#: ../../content/administration/upgrade.rst:155 -msgid "" -"The production upgrade request is when you decide to upgrade your current " -"database with all your production data (invoices, VAT returns, inventories, " -"current orders) to a new version of your choice." -msgstr "生产升级请求是指您决定将所有生产数据（发票、增值税退货、库存、当前订单）的当前数据库升级到您选择的新版本。" - -#: ../../content/administration/upgrade.rst:159 -msgid "" -"After your :ref:`tests ` are completed to your " -"satisfaction, submit the request to upgrade your production database via our" -" `website form `_. Select *Production* purpose." -msgstr "" -"在您的：ref：`测试<升级/测试阶段>“完成到您满意之后，请通过我们的”网站表格“_提交升级生产数据库的请求。选择“*生产*用途”。" - -#: ../../content/administration/upgrade.rst:164 -msgid "Going into production without first testing may lead to:" -msgstr "在没有进行首次测试的情况下投入生产可能会导致：" - -#: ../../content/administration/upgrade.rst:166 -msgid "" -"business interruptions (e.g., no longer having the possibility to validate " -"an action)" -msgstr "业务中断（例如，不再可能验证操作）" - -#: ../../content/administration/upgrade.rst:167 -msgid "" -"poor customer experiences (e.g., an eCommerce website that does not work " -"correctly)" -msgstr "糟糕的客户体验（例如，电子商务网站无法正常工作）" - -#: ../../content/administration/upgrade.rst:174 -msgid "" -"If you encounter issues or problems in the **production database**, please " -"get in touch with **Odoo Support**:" -msgstr "如果您在 **产数据库 **遇到问题或问题，请** Odoo支持 **系：" - -#: ../../content/administration/upgrade.rst:177 -msgid "Connect to our `Odoo Support page `_." -msgstr "连接到我们的“Odoo支持页面”_。" - -#: ../../content/administration/upgrade.rst:178 -msgid "" -"Under the *Ticket Description* section, select the appropriate type related " -"to your issue but **do not select** the option *An issue related to my " -"upgrade*." -msgstr "在“*票证描述*”部分下，选择与您的问题相关的相应类型，但 **要选择 **项“*与我的升级相关的问题”。。" - -#: ../../content/administration/upgrade.rst:182 -msgid "" -"After upgrading to production, the support will be provided by the Support " -"team instead of the Upgrade team." -msgstr "升级到生产环境后，支持将由支持团队而不是升级团队提供。" - -#: ../../content/administration/upgrade.rst:189 -msgid "" -"If you choose *An issue related to my upgrade* as ticket type, the request " -"will be redirected to another team than the support one and will slow down " -"the processing and response time." -msgstr "如果您选择*与我的升级*相关的问题作为票证类型，则请求将被重定向到支持团队以外的另一个团队，并且会减慢处理和响应时间。" - -#: ../../content/administration/upgrade.rst:195 -msgid "Help" -msgstr "求助" - -#: ../../content/administration/upgrade.rst:200 -msgid "Contact our upgrade service support" -msgstr "" - -#: ../../content/administration/upgrade.rst:202 -msgid "" -"Should you have any more questions about the upgrade, do not hesitate to " -"send a message to `Odoo Upgrade Team `_. We will be" -" happy to answer it as soon as possible." -msgstr "如果您对升级有任何疑问，请随时向“Odoo升级团队”发送消息。我们很乐意尽快回答。" - -#: ../../content/administration/upgrade.rst:210 -msgid "" -"Please note that Odoo provides support and bug fixing only for the three " -"last major versions of Odoo." -msgstr "请注意，Odoo仅为Odoo的最后三个主要版本提供支持和错误修复。" - -#: ../../content/administration/upgrade.rst:213 -msgid "" -"This is a factor to take into consideration before upgrading. If you are on " -"an older version, we suggest you to prefer the most recent version to " -"benefit from longer support (before having to upgrade again)." -msgstr "这是升级前要考虑的一个因素。如果您使用的是旧版本，我们建议您更喜欢最新版本，以便从更长的支持中受益（在必须再次升级之前）。" - -#: ../../content/administration/upgrade.rst:218 -msgid ":doc:`maintain/supported_versions`" -msgstr ":doc:`维护/supported_versions`" - -#: ../../content/administration/upgrade.rst:223 -msgid "Service-level agreement (SLA)" -msgstr "" - -#: ../../content/administration/upgrade.rst:225 -msgid "" -"With Odoo Enterprise, upgrading a database to the most recent version of " -"Odoo is **free**, including any support required to rectify potential " -"discrepancies in the upgraded database." -msgstr "" - -#: ../../content/administration/upgrade.rst:228 -msgid "" -"Information about the upgrade services included in the Enterprise Licence is" -" available in the :ref:`Odoo Enterprise Subscription Agreement `. " -"However, this section clarifies what upgrade services you can expect." -msgstr "" - -#: ../../content/administration/upgrade.rst:233 -msgid "Upgrade services covered by the SLA" -msgstr "" - -#: ../../content/administration/upgrade.rst:235 -msgid "" -"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " -"self-hosted (On-Premise) can benefit from upgrade services at all times for:" -msgstr "" - -#: ../../content/administration/upgrade.rst:238 -msgid "the upgrade of all **standard applications**;" -msgstr "" - -#: ../../content/administration/upgrade.rst:239 -msgid "" -"the upgrade of all **customizations created with the Studio app**, as long " -"as Studio is still installed and the respective subscription is still " -"active; and" -msgstr "" - -#: ../../content/administration/upgrade.rst:241 -msgid "" -"the upgrade of all **developments and customizations covered by a " -"maintenance of customizations subscription**." -msgstr "" - -#: ../../content/administration/upgrade.rst:244 -msgid "" -"Upgrade services are limited to the technical conversion and adaptation of a" -" database (standard modules and data) to make it compatible with the version" -" targeted by the upgrade." -msgstr "" - -#: ../../content/administration/upgrade.rst:248 -msgid "Upgrade services not covered by the SLA" -msgstr "" - -#: ../../content/administration/upgrade.rst:250 -msgid "The following upgrade-related services are **not** included:" -msgstr "" - -#: ../../content/administration/upgrade.rst:252 -msgid "" -"the **cleaning** of pre-existing data and configurations while upgrading;" -msgstr "" - -#: ../../content/administration/upgrade.rst:253 -msgid "" -"the upgrade of **custom modules created in-house or by third parties**, " -"including Odoo partners;" -msgstr "" - -#: ../../content/administration/upgrade.rst:254 -msgid "" -"lines of **code added to standard modules**, i.e., customizations created " -"outside the Studio app, code entered manually, and :ref:`automated actions " -"using Python code `; and" -msgstr "" - -#: ../../content/administration/upgrade.rst:257 -msgid "**training** on using the upgraded version's features and workflows." -msgstr "" - -#: ../../content/administration/upgrade.rst:262 -msgid ":doc:`Upgrade FAQ `" -msgstr "" - -#: ../../content/administration/upgrade.rst:263 -msgid ":doc:`Odoo.sh documentation `" -msgstr "" - -#: ../../content/administration/upgrade.rst:264 -msgid ":doc:`Supported Odoo versions `" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:8 -msgid "FAQ" -msgstr "常问问题" - -#: ../../content/administration/upgrade/faq.rst:13 -msgid "Why upgrade" -msgstr "为什么要升级" - -#: ../../content/administration/upgrade/faq.rst:15 -msgid "" -"You benefit from the latest features of the :ref:`new major version " -"` released by Odoo." -msgstr "您将受益于Odoo发布的：ref：“新主要版本<升级-faq/发行说明>”的最新功能。" - -#: ../../content/administration/upgrade/faq.rst:17 -msgid "" -"If you are in an :ref:`unsupported version `, " -"you get a new version with support." -msgstr "如果您使用的是 ：ref：`不受支持的版本<升级/受支持的版本>`，您将获得一个受支持的新版本。" - -#: ../../content/administration/upgrade/faq.rst:23 -msgid "When to upgrade" -msgstr "何时升级" - -#: ../../content/administration/upgrade/faq.rst:25 -msgid "" -"Whenever you want. You can make your upgrade request as soon as a new " -"version is released or when your version turns unsupported, and you still " -"wish to enjoy support." -msgstr "任何时候你想要。您可以在新版本发布或版本不受支持时立即提出升级请求，并且您仍然希望享受支持。" - -#: ../../content/administration/upgrade/faq.rst:31 -msgid "Availability of the new version" -msgstr "新版本的可用性" - -#: ../../content/administration/upgrade/faq.rst:33 -msgid "" -"As soon as Odoo announces the release of a new major version, you can create" -" a test upgrade request to try the latest version. Please note that at this " -"point, the upgrade scripts will only have been tested with demo data. Please" -" report any issue you might encounter while testing via the `Odoo Support " -"page `_ and make sure to be happy with your test " -"version before requesting the upgrade of your database in production." -msgstr "" -"一旦Odoo宣布发布新的主要版本，您就可以创建一个测试升级请求来尝试最新版本。请注意，此时，升级脚本将仅使用演示数据进行测试。请通过“Odoo支持页面”_报告您在测试时可能遇到的任何问题，并确保在生产中请求升级数据库之前对测试版本感到满意。" - -#: ../../content/administration/upgrade/faq.rst:42 -msgid "Duration of the upgrade" -msgstr "升级的持续时间" - -#: ../../content/administration/upgrade/faq.rst:44 -msgid "It is impossible to give time estimates for every upgrade request." -msgstr "不可能为每个升级请求提供时间估计值。" - -#: ../../content/administration/upgrade/faq.rst:46 -msgid "" -"In general, the \"smaller\" the database, the quickest the upgrade request " -"is completed. A single-user database that uses only CRM will be processed " -"faster than a multi-company, multi-user database that uses Accounting, " -"Sales, Purchase, and Manufacturing." -msgstr "" -"通常，数据库越“小”，升级请求完成的速度就越快。仅使用 CRM 的单用户数据库的处理速度将比使用会计、销售、采购和制造的多公司、多用户数据库更快。" - -#: ../../content/administration/upgrade/faq.rst:50 -msgid "" -"You can expect the time it takes for the platform to upgrade the test " -"database to be similar to the production upgrade." -msgstr "您可以预期平台升级测试数据库所需的时间与生产升级相似。" - -#: ../../content/administration/upgrade/faq.rst:56 -msgid "Duration of the upgrade project" -msgstr "升级项目的持续时间" - -#: ../../content/administration/upgrade/faq.rst:58 -msgid "" -"It depends on the user involvement (the time spent on testing, reporting " -"problems, etc.) and the issues encountered that might need to be addressed " -"by our technical team." -msgstr "这取决于用户的参与度（测试、报告问题等所花费的时间）以及遇到的可能需要由我们的技术团队解决的问题。" - -#: ../../content/administration/upgrade/faq.rst:61 -msgid "So, in a nutshell, what can impact your upgrade lead time?" -msgstr "那么，简而言之，什么会影响您的升级提前期？" - -#: ../../content/administration/upgrade/faq.rst:63 -msgid "Source & targeted versions" -msgstr "源和目标版本" - -#: ../../content/administration/upgrade/faq.rst:64 -msgid "Installed apps" -msgstr "已安装的应用" - -#: ../../content/administration/upgrade/faq.rst:65 -msgid "Volume of data" -msgstr "数据量" - -#: ../../content/administration/upgrade/faq.rst:66 -msgid "" -"Amount of customization (models, fields, methods, workflows, reports, " -"website, etc.)" -msgstr "自定义量（模型、字段、方法、工作流、报告、网站等）" - -#: ../../content/administration/upgrade/faq.rst:67 -msgid "" -"Installation of new apps or configuration changes after the start of the " -"test phase" -msgstr "测试阶段开始后安装新应用或配置更改" - -#: ../../content/administration/upgrade/faq.rst:68 -msgid "User commitment" -msgstr "用户承诺" - -#: ../../content/administration/upgrade/faq.rst:73 -msgid "Upgrade of the custom modules" -msgstr "自定义模块的升级" - -#: ../../content/administration/upgrade/faq.rst:75 -msgid "" -"As stated in our :doc:`/legal/terms/enterprise`, section " -":ref:`charges_standard`, this optional service is subject to additional " -"fees." -msgstr "" -"正如我们:doc:`/legal/terms/enterprise`， section ：ref：`charges_standard`） " -"所述，这项可选服务需要支付额外费用。" - -#: ../../content/administration/upgrade/faq.rst:78 -msgid "" -"Depending on your situation, the custom code could be upgraded by our " -"services, by one of our partners, or you can do it yourself." -msgstr "根据您的情况，自定义代码可以由我们的服务，我们的合作伙伴之一升级，或者您可以自己升级。" - -#: ../../content/administration/upgrade/faq.rst:86 -msgid "Upgrade or Migration" -msgstr "升级或迁移" - -#: ../../content/administration/upgrade/faq.rst:88 -msgid "" -"An upgrade is switching to a newer version of Odoo, while a migration " -"reflects the change of :ref:`editions ` or " -"change of :ref:`hosting type `." -msgstr "" -"升级正在切换到较新版本的Odoo，而迁移反映了：ref：`versionss`或：ref：`hosting type `的更改。" - -#: ../../content/administration/upgrade/faq.rst:97 -msgid "Editions change (from Community to Enterprise)" -msgstr "版本更改（从社区更改为企业）" - -#: ../../content/administration/upgrade/faq.rst:99 -msgid "" -"The upgrade always returns an Enterprise edition of Odoo, whether the " -"database you sent was a community or enterprise edition. It is required to " -"have an enterprise subscription to upgrade." -msgstr "升级始终返回Odoo的企业版，无论您发送的数据库是社区版还是企业版。需要具有企业订阅才能升级。" - -#: ../../content/administration/upgrade/faq.rst:103 -msgid "" -"If you need assistance on this matter, please contact us via the `Odoo " -"Support page `_." -msgstr "如果您需要有关此事的帮助，请通过“Odoo支持页面”_与我们联系。" - -#: ../../content/administration/upgrade/faq.rst:107 -msgid "`Editions `_" -msgstr "“版本”_" - -#: ../../content/administration/upgrade/faq.rst:112 -msgid "Switching the hosting types (On-premise vs. Odoo Online vs. Odoo.sh)" -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:114 -msgid "" -"An upgrade does not cover a change of `Hosting types " -"`_." -msgstr "升级不包括“托管类型”_ 的更改。" - -#: ../../content/administration/upgrade/faq.rst:116 -msgid "" -"Open the following link to get :doc:`more information about how to change " -"your hosting type <../maintain/hosting_changes>`." -msgstr "打开以下链接以获取:doc:`有关如何更改托管类型<的更多信息。/maintenance/hosting_changes>`." - -#: ../../content/administration/upgrade/faq.rst:124 -msgid "The Upgrade Report" -msgstr "升级报告" - -#: ../../content/administration/upgrade/faq.rst:126 -msgid "" -"When an upgrade request completes successfully (test or production), you " -"receive an email notification about it that includes an 'Upgrade Report'. " -"This report is also sent to you via the Discuss app. It contains valuable " -"information regarding changes that occurred during the upgrade. While it " -"serves as a guide to possible issues to look out for, it is not an " -"exhaustive list. It remains imperative that you test the upgraded database " -"thoroughly and report any discrepancies you might find, before you decide to" -" upgrade your production database." -msgstr "" -"当升级请求成功完成（测试或生产）时，您会收到一封包含“升级报告”的电子邮件通知。此报告也会通过“讨论”应用发送给您。它包含有关升级期间发生的更改的有价值信息。虽然它作为要注意的可能问题的指南，但它并不是一个详尽的列表。在决定升级生产数据库之前，必须彻底测试升级后的数据库并报告可能发现的任何差异。" - -#: ../../content/administration/upgrade/faq.rst:136 -msgid "Custom views" -msgstr "自定义视图:" - -#: ../../content/administration/upgrade/faq.rst:138 -msgid "" -"During the upgrade, some custom views might get disabled for technical " -"reasons. Therefore they might have to be fixed after the upgrade. The " -":ref:`Upgrade Report ` that is generated after " -"the upgrade is available in the Discuss app, and lists all the custom views " -"that might be impacted by this." -msgstr "" -"在升级过程中，由于技术原因，某些自定义视图可能会被禁用。因此，升级后可能必须修复它们。升级后生成的 ：ref：“升级报告<升级-faq/升级-" -"报告>”在“讨论”应用中可用，并列出可能受此影响的所有自定义视图。" - -#: ../../content/administration/upgrade/faq.rst:146 -msgid "Release Notes by version" -msgstr "按版本划分的发行说明" - -#: ../../content/administration/upgrade/faq.rst:148 -msgid "" -"Open our `Release Note `_ page to " -"get a summary of the new features and improvements made in each version." -msgstr "" -"打开我们的“发行说明”_页面，获取每个版本中新功能和改进的摘要。" - -#: ../../content/administration/upgrade/faq.rst:152 -msgid "How long is my test available for" -msgstr "我的测试可以使用多长时间" - -#: ../../content/administration/upgrade/faq.rst:154 -msgid "" -"An Odoo Online test database is available for one month by default. We can " -"extend this trial period upon request. For Odoo.sh or on-premise, there is " -"no restriction." -msgstr "" - -#: ../../content/administration/upgrade/faq.rst:158 -msgid "How many tests to perform before upgrading to production?" -msgstr "在升级到生产环境之前要执行多少次测试？" - -#: ../../content/administration/upgrade/faq.rst:160 -msgid "" -"As many as needed. When you are comfortable with the database, run a last " -"test upgrade 48 hours before requesting your production upgrade and test " -"your workflows one last time." -msgstr "根据需要，数量不限。当您熟悉数据库时，请在请求生产升级前 48 小时运行最后一次测试升级，并最后一次测试工作流。" - -#: ../../content/administration/upgrade/faq.rst:164 -msgid "How to/Where to report upgrade issues?" -msgstr "如何/在哪里报告升级问题？" - -#: ../../content/administration/upgrade/faq.rst:166 -msgid "" -"If you encounter issues during the upgrade process, please contact the Odoo " -"Support through the `Odoo Support page `_." -msgstr "如果您在升级过程中遇到问题，请通过“Odoo支持页面”_联系Odoo支持。" - -#: ../../content/administration/upgrade/faq.rst:169 -msgid "" -"To report an issue discovered during the testing phase, please select **An " -"issue related to my upgrade (test phase)**." -msgstr "若要报告在测试阶段发现的问题，请选择“ **我的升级（测试阶段）相关的问题”。。" - -#: ../../content/administration/upgrade/faq.rst:171 -msgid "" -"To report an issue discovered post-upgrade, please select **An issue related" -" to my upgrade (production)**." -msgstr "要报告升级后发现的问题，请选择“ **我的升级（生产）相关的问** ”。" - -#: ../../content/administration/upgrade/faq.rst:175 -msgid "Upgrading to production" -msgstr "升级到生产环境" - -#: ../../content/administration/upgrade/faq.rst:177 -msgid "" -"Once you have completed testing and are happy with the result, you decide on" -" a date and time when you stop users from accessing Odoo, freeze all data " -"entries, and create an upgrade request for the production upgrade." -msgstr "完成测试并对结果感到满意后，您可以决定停止用户访问Odoo，冻结所有数据条目以及为生产升级创建升级请求的日期和时间。" - -#: ../../content/administration/upgrade/faq.rst:182 -msgid "How is my data handled in the Upgrade Platform?" -msgstr "如何在升级平台中处理我的数据？" - -#: ../../content/administration/upgrade/faq.rst:184 -msgid "" -"The Odoo Upgrade platform uses the same Privacy Policy as the rest of " -"Odoo.com services." -msgstr "Odoo升级平台使用与 Odoo.com 服务相同的隐私政策。" - -#: ../../content/administration/upgrade/faq.rst:186 -msgid "" -"Your data is hosted on servers that follow our security guidelines, namely:" -msgstr "您的数据托管在遵循我们的安全准则的服务器上，即：" - -#: ../../content/administration/upgrade/faq.rst:188 -msgid "" -"SSL - All web connections to client instances are protected with 256-bit SSL" -" encryption (HTTPS with a 2048-bit modulus SSL certificate), and running " -"behind Grade A SSL stacks. All our certificate chains are using SHA-2 " -"already." -msgstr "" -"SSL - 与客户端实例的所有 Web 连接都受 256 位 SSL 加密（使用 2048 位模数 SSL 证书的 HTTPS）保护，并在 A 级 " -"SSL 堆栈后面运行。我们所有的证书链都已经在使用SHA-2。" - -#: ../../content/administration/upgrade/faq.rst:191 -msgid "" -"Safe System - Our servers are running recent Linux distribution with up-to-" -"date security patches, with firewall and intrusion countermeasures (not " -"disclosed for obvious reasons)." -msgstr "安全系统 - 我们的服务器正在运行最新的Linux发行版，其中包含最新的安全补丁，防火墙和入侵对策（由于明显的原因未披露）。" - -#: ../../content/administration/upgrade/faq.rst:194 -msgid "" -"Servers are located at the same locations as our Cloud providers with the " -"following services:" -msgstr "服务器与我们的云提供商位于同一位置，提供以下服务：" - -#: ../../content/administration/upgrade/faq.rst:196 -msgid "" -"Restricted perimeter, physically accessed by authorized data center " -"employees only" -msgstr "受限边界，仅由授权数据中心员工物理访问" - -#: ../../content/administration/upgrade/faq.rst:197 -msgid "Physical access control with security badges or biometrical security" -msgstr "使用安全徽章或生物识别安全性进行物理访问控制" - -#: ../../content/administration/upgrade/faq.rst:198 -msgid "Security cameras monitoring the data center locations 24/7" -msgstr "监控数据中心位置的监控摄像头 24/7" - -#: ../../content/administration/upgrade/faq.rst:199 -msgid "Security personnel on-site 24/7" -msgstr "现场保安人员24/7" - -#: ../../content/administration/upgrade/faq.rst:201 -msgid "" -"The uploaded and migrated databases uploaded to the Upgrade platform are " -"kept for up to 3 months and are permanently deleted following that period." -msgstr "上载和迁移到升级平台的数据库最多保留 3 个月，并在该时间段后永久删除。" - -#: ../../content/administration/upgrade/faq.rst:204 -msgid "" -"You can learn more about privacy and data handling at Odoo by visiting our " -"`General Data Protection Regulation page `_." -msgstr "" -"您可以通过访问我们的“通用数据保护条例页面”_来了解有关Odoo隐私和数据处理的更多信息。" - -#: ../../content/administration/upgrade/faq.rst:208 -msgid "Rolling Release (applicable to Odoo Online databases)" -msgstr "滚动发布（适用于Odoo在线数据库）" - -#: ../../content/administration/upgrade/faq.rst:210 -msgid "" -"This feature allows customers to upgrade their database directly from a " -"message prompt sent to the database administrator as soon as the new version" -" is released. Odoo first tests the upgrade to the next version. The rolling " -"release upgrade option is displayed if the automated tests are successful. " -"The message offers two options:" -msgstr "" -"此功能允许客户在新版本发布后立即通过发送给数据库管理员的消息提示直接升级其数据库。Odoo首先测试升级到下一个版本。如果自动测试成功，则会显示滚动发布升级选项。该消息提供两个选项：" - -#: ../../content/administration/upgrade/faq.rst:215 -msgid "" -"To 'Upgrade Now', which immediately triggers the upgrade of your live " -"production database." -msgstr "到“立即升级”，这将立即触发实时生产数据库的升级。" - -#: ../../content/administration/upgrade/faq.rst:217 -msgid "" -"To take you to your `database manager `_" -" where you can `request an upgraded test database " -"`_ and check the upgraded test database " -"for any discrepancies." -msgstr "" -"要将您带到“数据库管理器”_，您可以在其中“请求升级的测试数据库”_并检查升级后的测试数据库是否存在任何差异。" - -#: ../../content/administration/upgrade/faq.rst:221 -msgid "" -"When you choose to proceed with the production upgrade directly, make sure " -"all users have saved their work and are logged out. The upgrade takes " -"approximately 15 minutes. During this time your database is unreachable. If " -"you notice any problem after the upgrade, please report it via the `Odoo " -"Support page `_." -msgstr "" -"当您选择直接继续生产升级时，请确保所有用户都已保存其工作并已注销。升级大约需要 15 " -"分钟。在此期间，您的数据库无法访问。如果您在升级后发现任何问题，请通过“Odoo支持页面”_进行报告。" - -#: ../../content/administration/upgrade/faq.rst:227 -msgid "" -"If you are using the Website or Studio app, we recommend you always do a " -"test upgrade before upgrading your production instance." -msgstr "如果您使用的是网站或 Studio 应用程序，我们建议您始终在升级生产实例之前执行测试升级。" - -#: ../../content/administration/upgrade/odoo_online.rst:5 -msgid "" -"Odoo databases can be manually upgraded directly from the main Odoo website." -" To upgrade an Odoo database, navigate to the `database manager " -"`_ page and sign in." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:8 -msgid "" -"The database manager page displays all of the Odoo databases associated with" -" the user's account. Any databases that are not already on the most recent " -"version of Odoo display an **arrow in a circle** icon next to the database " -"name, indicating that the database can be upgraded." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "" -"The database manager page with an upgrade button next to the name of a " -"database." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:17 -msgid "" -"If the database's version is **lower** than the latest major release: the " -"database must be upgraded within two months. After these two months, an " -"automatic upgrade is initiated." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:19 -msgid "" -"If the database's version is **equal** to or **higher** than the latest " -"major release: you can disregard the invitation to upgrade, as the database " -"probably would not benefit from new features every two months." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:23 -msgid "" -"If a database is *not* on the latest online version, its administrator " -"should receive an invitation to upgrade on the database's dashboard, " -"displayed as an **arrow in a circle**." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "Invitation to upgrade on the database dashboard." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:30 -msgid "" -"Versions that are not supported anymore become deprecated and must be " -"updated to avoid security issues. It is recommended to initiate the upgrade " -"yourself and not wait for the automatic upgrade, as the former method allows" -" you to request a test upgrade of the database to check for any " +"It is strongly recommended to manually :ref:`test the upgrade first " +"`. Clicking :guilabel:`I want to test first` redirects" +" to `the database manager `_, where it " +"is possible to request an upgraded test database and check it for any " "discrepancies." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:36 -msgid "Test database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:38 +#: ../../content/administration/upgrade.rst:25 msgid "" -"Click on the **arrow in a circle** icon to start the upgrade process. On the" -" :guilabel:`Upgrade your database` pop-up, select the version of Odoo that " -"the platform will be upgraded to. In the :guilabel:`Email to notify` field, " -"enter an email address that will receive email notifications about the " -"database upgrade." +"It is **not** recommended to click :guilabel:`Upgrade Now` without testing " +"first, as it immediately triggers the live production database upgrade." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:43 +#: ../../content/administration/upgrade.rst:28 msgid "" -"There is also a :guilabel:`Purpose` section on the pop-up that is used to " -"specify the reason for the upgrade. However, at this stage of the process, " -"the only selectable option is :guilabel:`Test`, as Odoo requires users to " -"create a test copy of the upgraded database before converting the actual " -"database." +"If the Rolling Release process detects an issue with the upgrade, it will be" +" deactivated until the issue is resolved." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade your database\" pop-up." +#: ../../content/administration/upgrade.rst:31 +msgid "An upgrade does not cover:" +msgstr "升级不包括：" + +#: ../../content/administration/upgrade.rst:33 +msgid "Downgrading to a previous version of Odoo" msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:52 +#: ../../content/administration/upgrade.rst:34 msgid "" -"After filling out the form, click the :guilabel:`Upgrade` button. The pop-up" -" disappears and the database being upgraded shows a red :guilabel:`Upgrade " -"in progress` tag next to its name. An email confirming that the upgrade is " -"in progress is also sent to the email address specified on the pop-up." +":doc:`Switching editions ` (e.g., from Community to " +"Enterprise)" msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "The \"Upgrade in progress\" tag next to the database name." -msgstr "" - -#: ../../content/administration/upgrade/odoo_online.rst:61 +#: ../../content/administration/upgrade.rst:35 msgid "" -"Once the upgrade is complete, a new test database appears on the `database " -"manager `_ page. To access the test " -"database, click the drop-down arrow (:guilabel:`⯆`) to the left of the main " -"database's name. Doing so makes the test version appear below it. Finally, " -"click the green :guilabel:`Connect` button on the right side of the test " -"version's row to go to the database." +":doc:`Changing hosting type ` " +"(e.g., from on-premise to Odoo Online)" msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst-1 -msgid "A test database on the database manager page." +#: ../../content/administration/upgrade.rst:37 +msgid "Migrating from another ERP to Odoo" msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:71 +#: ../../content/administration/upgrade.rst:40 msgid "" -"Except for being on the newer version of Odoo, the test database is an exact" -" copy of the one being upgraded. It is important to do extensive testing in " -"this database to ensure that the upgrade has not altered or corrupted any " -"data, and that all workflows still proceed as expected." +"If your database contains a **custom module**, you must first upgrade its " +"source code to be compatible with the new version of Odoo **before " +"upgrading**." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:76 -msgid "Production database" +#: ../../content/administration/upgrade.rst:47 +msgid "Upgrading in a nutshell" msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:78 +#: ../../content/administration/upgrade.rst:49 msgid "" -"After confirming the integrity of the new version, return to the `database " -"manager `_ page. Once again, click on the" -" **arrow in a circle** icon next to the database being upgraded. The " -":guilabel:`Upgrade your database` pop-up appears as before, except that " -"there is now a :guilabel:`Production` option under the :guilabel:`Purpose` " -"section." +"Request an upgraded test database (see :ref:`obtaining an upgraded test " +"database `)." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:83 +#: ../../content/administration/upgrade.rst:52 msgid "" -"Select the :guilabel:`Production` option and then click :guilabel:`Upgrade` " -"to begin the upgrade process. As before, a notification email is sent to the" -" email address provided and a red :guilabel:`Upgrade in progress` tag " -"appears next to the name of the database." +"Thoroughly test the upgraded database (see :ref:`testing the new version of " +"the database `)." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:87 +#: ../../content/administration/upgrade.rst:55 msgid "" -"The production database is then taken offline and will be upgraded " -"automatically. The time it takes to upgrade the production database should " -"be similar to the time that was necessary to upgrade the test database. Make" -" sure to inform database users of the scheduled downtime." +"Report any issue encountered during the testing to Odoo via the `support " +"page `__." msgstr "" -#: ../../content/administration/upgrade/odoo_online.rst:91 +#: ../../content/administration/upgrade.rst:58 msgid "" -"After the upgrade is finished, the :guilabel:`Upgrade in progress` tag " -"disappears and the database is upgraded to the version specified." +"(If applicable) : upgrade the source code of your custom module to be " +"compatible with the new version of Odoo." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:10 +#: ../../content/administration/upgrade.rst:61 msgid "" -"Odoo.sh is integrated with the upgrade platform to make the upgrade process " -"easier." +"Once all issues are resolved and you are confident that the upgraded " +"database can be used as your main database without any issues, plan the " +"upgrade of your production database." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:13 +#: ../../content/administration/upgrade.rst:64 msgid "" -"The :guilabel:`Upgrade` tab is available in the branches view. It is only " -"available for valid projects with a valid production build." +"Request the upgrade for the production database, rendering it unavailable " +"for the time it takes to complete the process (see :ref:`upgrading the " +"production database `)." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "Click on the upgrade menu" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:20 -msgid "The suggested upgrade steps on Odoo.sh are:" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:22 +#: ../../content/administration/upgrade.rst:67 msgid "" -"On a :guilabel:`Development` branch, upgrade your custom modules to keep " -"them compatible with the new version and thoroughly **test them**." +"Report any issue encountered during the upgrade to Odoo via the `support " +"page `__." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:24 +#: ../../content/administration/upgrade.rst:76 +msgid "Obtaining an upgraded test database" +msgstr "" + +#: ../../content/administration/upgrade.rst:78 msgid "" -"Switch that branch to the :guilabel:`Staging` branch, **upgrade** the last " -"daily production backup and **test it**. Write upgrade scripts if necessary." +"The `Upgrade page `_ is the main platform for " +"requesting an upgraded database. However, depending on the hosting type, you" +" can upgrade from the command line (on-premise), the `Odoo Online database " +"manager `_, or your `Odoo.sh project " +"`_." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:26 +#: ../../content/administration/upgrade.rst:84 msgid "" -"Trigger the production upgrade from your :guilabel:`Production` branch and " -"sit tight." +"The Upgrade platform follows the same `Privacy Policy " +"`_ as the other Odoo.com services. Visit the " +"`General Data Protection Regulation page `_ to " +"learn more about how Odoo handles your data and privacy." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:29 -msgid ":doc:`../../administration/upgrade`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:30 -msgid ":doc:`Upgrade FAQ <../upgrade/faq>`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:31 -msgid ":doc:`Introduction to Odoo.sh <../odoo_sh/overview/introduction>`" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:36 -msgid "Upgrade your custom modules" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:38 +#: ../../content/administration/upgrade.rst:92 msgid "" -"The first step is to upgrade your custom modules to keep them compatible " -"with the new version. Fork your :guilabel:`Production` branch in the " -":guilabel:`Development` stage, then go to the settings of your " -":guilabel:`Development` branch and select the Odoo version you target. If " -"needed, modify your code to be compatible with the new version. Make sure to" -" **test** your features are still working correctly." +"Odoo Online databases can be manually upgraded via the `database manager " +"`_." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:45 +#: ../../content/administration/upgrade.rst:95 msgid "" -"Depending on your contract, the upgrade of your custom modules can be done " -"by yourself, by your Partner or by Odoo (if you hold a subscription " -"including maintenance of customizations)." +"The database manager displays all databases associated with the user's " +"account. Databases not on the most recent version of Odoo display an arrow " +"in a circle icon next to their name, indicating that they can be upgraded." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:51 -msgid "Upgrade your database on a staging branch" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:53 +#: ../../content/administration/upgrade.rst:0 msgid "" -"Take the upgraded development branch and drag & drop it to " -":guilabel:`Staging`." +"The database manager with an upgrade button next to the name of a database." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:55 +#: ../../content/administration/upgrade.rst:102 msgid "" -"Go to the :guilabel:`Upgrade` tab and select the :guilabel:`target version`." -" Then, click on :guilabel:`Test Upgrade`." +"Click the **arrow in a circle** icon to start the upgrade process. In the " +"popup, fill in:" msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst-1 +#: ../../content/administration/upgrade.rst:104 +msgid "" +"The **version** of Odoo you want to upgrade to, usually the latest version" +msgstr "" + +#: ../../content/administration/upgrade.rst:105 +msgid "" +"The **email** address that should receive the link to the upgraded database" +msgstr "" + +#: ../../content/administration/upgrade.rst:106 +msgid "" +"The :guilabel:`Purpose` of the upgrade, which is automatically set to " +":guilabel:`Test` for your first upgrade request" +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "The \"Upgrade your database\" popup." +msgstr "" + +#: ../../content/administration/upgrade.rst:112 +msgid "" +"The :guilabel:`Upgrade in progress` tag is displayed next to the database " +"name until completion. Once the process succeeds, an email containing a link" +" to the upgraded test database is sent to the address provided. The database" +" can also be accessed from the database manager by clicking the dropdown " +"arrow before the database name." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "Clicking the menu arrow displays the upgraded test database." +msgstr "" + +#: ../../content/administration/upgrade.rst:122 +msgid "" +"Odoo.sh is integrated with the upgrade platform to simplify the upgrade " +"process." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 msgid "Odoo.sh project and tabs" msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:62 +#: ../../content/administration/upgrade.rst:127 msgid "" -"The **latest production daily automatic backup** is sent to the `upgrade " -"platform `_ to start the upgrade test process." +"The **latest production daily automatic backup** is then sent to the " +"`upgrade platform `_." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:66 +#: ../../content/administration/upgrade.rst:130 msgid "" -"You can follow the upgrade process by going to the :guilabel:`Upgrade` menu " -"of your :guilabel:`Production` branch." +"Once the upgrade platform is done upgrading the backup and uploading it on " +"the branch, it is put in a **special mode**: each time a **commit is " +"pushed** on the branch, a **restore operation** of the upgraded backup and " +"an **update of all the custom modules** occur. This allows you to test your " +"custom modules on a pristine copy of the upgraded database. The log file of " +"the upgrade process can be found in your newly upgraded staging build by " +"going to :file:`~/logs/upgrade.log`." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:69 +#: ../../content/administration/upgrade.rst:138 msgid "" -"When the upgraded backup is ready on the `upgrade platform " -"`_, it is automatically downloaded back to " -"your project." +"In databases where custom modules are installed, their source code must be " +"up-to-date with the target version of Odoo before the upgrade can be " +"performed. If there are none, the \"update on commit\" mode is skipped, the " +"upgraded database is built as soon as it is transferred from the upgrade " +"platform, and the upgrade mode is exited." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:72 +#: ../../content/administration/upgrade.rst:150 +#: ../../content/administration/upgrade.rst:342 +msgid "On-premise" +msgstr "" + +#: ../../content/administration/upgrade.rst:152 msgid "" -"The branch is now in a **special mode**: each time a **commit is pushed** on" -" the branch, a **restore operation** of the upgraded backup occurs, and an " -"**update of all the custom modules** happens. This allows you to quickly " -"iterate on your custom modules upgrade scripts. The log file of the upgrade " -"process can be found at :file:`~/logs/upgrade.log` in your newly upgraded " -"staging build." +"The standard upgrade process can be initiated by entering the following " +"command line on the machine where the database is hosted:" msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:78 -msgid "The **special upgrade mode** is automatically closed after 30 days." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:79 -#: ../../content/administration/upgrade/odoo_sh.rst:128 +#: ../../content/administration/upgrade.rst:159 msgid "" -"It may happen that custom modules are no longer needed after an upgrade. " -"Custom modules in the upgraded database are set to be updated. If the " -"modules are missing in the code, the update fails, thus failing the whole " -"process. An empty module with a manifest and possibly some custom upgrade " -"script are necessary to clean up the database. The complete removal of the " -"module has to be handled afterwards." +"The following command can be used to display the general help and the main " +"commands:" msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:86 -msgid "Functionally test your upgraded database" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:88 +#: ../../content/administration/upgrade.rst:165 msgid "" -"Now that the test upgraded database is available on your staging branch, " -"**thoroughly test it** and make sure everything runs as it's supposed to. " -"Once you are satisfied with the result, you are ready to upgrade your " -"production database." +"An upgraded test database can also be requested via the `Upgrade page " +"`_." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:93 -msgid "Production upgrade" +#: ../../content/administration/upgrade.rst:169 +msgid "" +"For security reasons, only the person who submitted the upgrade request can " +"download it." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:95 +#: ../../content/administration/upgrade.rst:170 msgid "" -"Once you are happy with your testing, you can start the process on the " -":guilabel:`Production` branch." +"For storage reasons, the database's copy is submitted without a filestore to" +" the upgrade server. Therefore, the upgraded database does not contain the " +"production filestore." msgstr "" -#: ../../content/administration/upgrade/odoo_sh.rst:98 -msgid "" -"On your :guilabel:`Production` branch, go to the :guilabel:`Upgrade` tab, " -"select the :guilabel:`targeted version` and click on the :guilabel:`start " -"Upgrade` button." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View from the upgrade tab" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:105 -msgid "" -"The actual process is **triggered as soon as you push a new commit** in your" -" branch. Make sure you are pushing code that is compatible with the new " -"version. For example by merging the code from your upgraded staging branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:110 -msgid "" -"You can see the progress of the upgrade by going to the :guilabel:`Upgrade` " -"tab of the main branch." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst-1 -msgid "View showing the progress of the upgrade" -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:118 -msgid "Your database is unavailable throughout the process." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:121 -msgid "" -"If anything goes wrong, the platform automatically reverts the upgrade, the " -"same as it would be for a regular update. In case of success, a backup is " -"always made." -msgstr "" - -#: ../../content/administration/upgrade/odoo_sh.rst:124 -msgid "" -"The update of your custom modules must be successful to complete the entire " -"upgrade process. Make sure the status of your staging upgrade is " -":guilabel:`successful` before trying it in production." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:6 -msgid "Test upgrade request" -msgstr "测试升级请求" - -#: ../../content/administration/upgrade/on_premise.rst:8 -msgid "There are two ways to create your upgrade request." -msgstr "有两种方法可以创建升级请求。" - -#: ../../content/administration/upgrade/on_premise.rst:11 -msgid "Upgrade request via command line" -msgstr "通过命令行提出升级请求" - -#: ../../content/administration/upgrade/on_premise.rst:13 -msgid "" -"For technically-advanced users and partners, the upgrade process can be " -"initiated via the following command line on the server where the database is" -" hosted:" -msgstr "对于技术先进的用户和合作伙伴，可以通过托管数据库的服务器上的以下命令行启动升级过程：" - -#: ../../content/administration/upgrade/on_premise.rst:16 -msgid "" -":command:`python <(curl -s https://upgrade.odoo.com/upgrade) test -d -t `" -msgstr "" -"：命令：`python <(curl -s https://upgrade.odoo.com/upgrade) test -d -t `" - -#: ../../content/administration/upgrade/on_premise.rst:19 -msgid "" -"The above command creates the database dump, sends it to the upgrade " -"platform, and initiates the automated upgrade process. During the upgrade, " -"you can follow the live logs on your screen. Once the upgrade process is " -"completed successfully, the upgraded database is restored onto the server " -"(as a duplicate test database)." -msgstr "" -"上述命令创建数据库转储，将其发送到升级平台，并启动自动升级过程。在升级过程中，您可以关注屏幕上的实时日志。升级过程成功完成后，升级后的数据库将还原到服务器上（作为重复的测试数据库）。" - -#: ../../content/administration/upgrade/on_premise.rst:25 -msgid "Upgrade request via the Odoo Upgrade Portal" -msgstr "通过 Odoo 升级门户提出升级请求" - -#: ../../content/administration/upgrade/on_premise.rst:27 -msgid "" -"Download a recent copy of your database and select the option " -":guilabel:`pg_dump custom format (without filestore)`." -msgstr "下载数据库的最新副本，然后选择选项：guilabel：`pg_dump自定义格式（无文件存储）`。" - -#: ../../content/administration/upgrade/on_premise.rst:29 -msgid "" -"Upload this dump file at https://upgrade.odoo.com and select *Testing* as " -"the aim. Odoo performs the automated upgrade process. Once it is completed, " -"you receive an email with a link to download the upgrade database dump file." -msgstr "" -"https://upgrade.odoo.com " -"上传此转储文件，然后选择“*测试”作为目标。Odoo执行自动升级过程。完成后，您会收到一封电子邮件，其中包含用于下载升级数据库转储文件的链接。" - -#: ../../content/administration/upgrade/on_premise.rst:32 -msgid "" -"Import the upgraded database into your on-premise environment and manually " -"test all processes and workflows." -msgstr "将升级后的数据库导入本地环境，并手动测试所有流程和工作流。" - -#: ../../content/administration/upgrade/on_premise.rst:36 -msgid "" -"For security reasons, only the person who submitted the upgrade request is " -"able to download it." -msgstr "出于安全原因，只有提交升级请求的人员才能下载它。" - -#: ../../content/administration/upgrade/on_premise.rst:37 -msgid "" -"Any problem found during testing should be reported via the `helpdesk " -"`_." -msgstr "测试期间发现的任何问题都应通过“帮助台”_进行报告。" - -#: ../../content/administration/upgrade/on_premise.rst:39 -msgid "" -"For storage reasons, the copy of your database is submitted without a " -"filestore to the upgrade server. Therefore, the upgraded database does not " -"contain the production filestore." -msgstr "" - -#: ../../content/administration/upgrade/on_premise.rst:41 +#: ../../content/administration/upgrade.rst:172 msgid "" "Before restoring the upgraded database, its filestore must be merged with " "the production filestore to be able to perform tests in the same conditions " "as it would be in the new version." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:43 +#: ../../content/administration/upgrade.rst:175 msgid "The upgraded database contains:" msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:45 -msgid "A `dump.sql` file containing the upgraded database." +#: ../../content/administration/upgrade.rst:177 +msgid "A `dump.sql` file containing the upgraded database" msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:46 +#: ../../content/administration/upgrade.rst:178 msgid "" -"A `filestore` folder containing files that were extracted from in-database " -"records into attachments (if there are any) and new standard Odoo files from" -" the targeted Odoo version (like new images, icons, payment provider's " -"logos, etc.). This is the folder that should be merged with the production " +"A `filestore` folder containing files extracted from in-database records " +"into attachments (if there are any) and new standard Odoo files from the " +"targeted Odoo version (e.g., new images, icons, payment provider's logos, " +"etc.). This is the folder that should be merged with the production " "filestore in order to get the full upgraded filestore." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:52 -msgid "Upgrade your production database" -msgstr "升级生产数据库" - -#: ../../content/administration/upgrade/on_premise.rst:54 +#: ../../content/administration/upgrade.rst:185 msgid "" -"Once you have completed the testing successfully, you can proceed to upgrade" -" your live database in production. Download your upgraded database from the " -"link in the email and import it onto your live environment." -msgstr "成功完成测试后，可以继续在生产环境中升级实时数据库。从电子邮件中的链接下载升级后的数据库，并将其导入到您的实时环境中。" - -#: ../../content/administration/upgrade/on_premise.rst:59 -msgid "" -"Same as in the test phase, when requesting an upgrade for production " -"purposes, the copy of your database is submitted without a filestore." +"You can request multiple test databases if you wish to test an upgrade more " +"than once." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:61 +#: ../../content/administration/upgrade.rst:190 msgid "" -"Therefore, the upgraded database filestore must be merged with the " -"production filestore before deploying the new version." +"When an upgrade request is completed, an upgrade report is attached to the " +"successful upgrade email, and it becomes available in the Discuss app for " +"users who are part of the \"Administration / Settings\" group. This report " +"provides important information about the changes introduced by the new " +"version." msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:65 -msgid "Custom modules (if applicable)" -msgstr "自定义模块（如果适用）" +#: ../../content/administration/upgrade.rst:198 +msgid "Testing the new version of the database" +msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:67 +#: ../../content/administration/upgrade.rst:200 msgid "" -"The upgrade of a database that contains custom modules is a two-step " +"It is essential to spend some time testing the upgraded test database to " +"ensure that you are not stuck in your day-to-day activities by a change in " +"views, behavior, or an error message once the upgrade goes live." +msgstr "" + +#: ../../content/administration/upgrade.rst:205 +msgid "" +"Test databases are neutralized, and some features are disabled to prevent " +"them from impacting the production database:" +msgstr "" + +#: ../../content/administration/upgrade.rst:208 +msgid "Scheduled actions are disabled." +msgstr "" + +#: ../../content/administration/upgrade.rst:209 +msgid "" +"Outgoing mail servers are disabled by archiving the existing ones and adding" +" a fake one." +msgstr "" + +#: ../../content/administration/upgrade.rst:210 +msgid "" +"Payment providers and delivery carriers are reset to the test environment." +msgstr "" + +#: ../../content/administration/upgrade.rst:211 +msgid "" +"Bank synchronization is disabled. Should you want to test the " +"synchronization, contact your bank synchronization provider to get sandbox " +"credentials." +msgstr "" + +#: ../../content/administration/upgrade.rst:214 +msgid "" +"Testing as many of your business flows as possible is strongly recommended " +"to ensure they are working correctly and to get more familiar with the new " +"version." +msgstr "" + +#: ../../content/administration/upgrade.rst:217 +msgid "Basic test checklist" +msgstr "" + +#: ../../content/administration/upgrade.rst:219 +msgid "" +"Are there views that are deactivated in your test database but active in " +"your production database?" +msgstr "" + +#: ../../content/administration/upgrade.rst:221 +msgid "Are your usual views still displayed correctly?" +msgstr "" + +#: ../../content/administration/upgrade.rst:222 +msgid "Are your reports (invoice, sales order, etc.) correctly generated?" +msgstr "" + +#: ../../content/administration/upgrade.rst:223 +msgid "Are your website pages working correctly?" +msgstr "" + +#: ../../content/administration/upgrade.rst:224 +msgid "" +"Are you able to create and modify records? (sales orders, invoices, " +"purchases, users, contacts, companies, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:226 +msgid "Are there any issues with your mail templates?" +msgstr "" + +#: ../../content/administration/upgrade.rst:227 +msgid "Are there any issues with saved translations?" +msgstr "" + +#: ../../content/administration/upgrade.rst:228 +msgid "Are your search filters still present?" +msgstr "" + +#: ../../content/administration/upgrade.rst:229 +msgid "Can you export your data?" +msgstr "" + +#: ../../content/administration/upgrade.rst:233 +msgid "" +"Checking a random product in your product catalog and comparing its test and" +" production data to verify everything is the same (product category, selling" +" price, cost price, vendor, accounts, routes, etc.)." +msgstr "" + +#: ../../content/administration/upgrade.rst:236 +msgid "Buying this product (Purchase app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:237 +msgid "Confirming the reception of this product (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:238 +msgid "" +"Checking if the route to receive this product is the same in your production" +" database (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:240 +msgid "Selling this product (Sales app) to a random customer." +msgstr "" + +#: ../../content/administration/upgrade.rst:241 +msgid "" +"Opening your customer database (Contacts app), selecting a customer (or " +"company), and checking its data." +msgstr "" + +#: ../../content/administration/upgrade.rst:243 +msgid "Shipping this product (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:244 +msgid "" +"Checking if the route to ship this product is the same as in your production" +" database (Inventory app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:246 +msgid "Validating a customer invoice (Invoicing or Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:247 +msgid "" +"Crediting the invoice (issuing a credit note) and checking if it behaves as " +"in your production database." +msgstr "" + +#: ../../content/administration/upgrade.rst:249 +msgid "Checking your reports' results (Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:250 +msgid "" +"Randomly checking your taxes, currencies, bank accounts, and fiscal year " +"(Accounting app)." +msgstr "" + +#: ../../content/administration/upgrade.rst:251 +msgid "" +"Making an online order (Website apps) from the product selection in your " +"shop until the checkout process and checking if everything behaves as in " +"your production database." +msgstr "" + +#: ../../content/administration/upgrade.rst:254 +msgid "" +"This list is **not** exhaustive. Extend the example to your other apps based" +" on your use of Odoo." +msgstr "" + +#: ../../content/administration/upgrade.rst:256 +msgid "" +"If you face an issue while testing your upgraded test database, you can " +"request the assistance of Odoo via the `support page " +"`__ by selecting the option related " +"to testing the upgrade. In any case, it is essential to report any problem " +"encountered during the testing to fix it before upgrading your production " +"database." +msgstr "" + +#: ../../content/administration/upgrade.rst:261 +msgid "" +"You might encounter significant differences with standard views, features, " +"fields, and models during testing. Those changes cannot be reverted on a " +"case-by-case basis. However, if a change introduced by a new version breaks " +"a customization, it is the responsibility of the maintainer of your custom " +"module to make it compatible with the new version of Odoo." +msgstr "" + +#: ../../content/administration/upgrade.rst:267 +msgid "Do not forget to test:" +msgstr "" + +#: ../../content/administration/upgrade.rst:269 +msgid "Integrations with external software (EDI, APIs, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:270 +msgid "" +"Workflows between different apps (online sales with eCommerce, converting a " +"lead all the way to a sales order, delivery of products, etc.)" +msgstr "" + +#: ../../content/administration/upgrade.rst:272 +msgid "Data exports" +msgstr "" + +#: ../../content/administration/upgrade.rst:273 +msgid "Automated actions" +msgstr "自动动作" + +#: ../../content/administration/upgrade.rst:274 +msgid "" +"Server actions in the action menu on form views, as well as by selecting " +"multiple records on list views" +msgstr "" + +#: ../../content/administration/upgrade.rst:280 +msgid "Upgrading the production database" +msgstr "" + +#: ../../content/administration/upgrade.rst:282 +msgid "" +"Once the :ref:`tests ` are completed and you are " +"confident that the upgraded database can be used as your main database " +"without any issues, it is time to plan the go-live day. It can be planned in" +" coordination with Odoo's upgrade support analysts, reachable via the " +"`support page `__." +msgstr "" + +#: ../../content/administration/upgrade.rst:287 +msgid "" +"Your production database will be unavailable during its upgrade. Therefore, " +"we recommend planning the upgrade at a time when the use of the database is " +"minimal." +msgstr "" + +#: ../../content/administration/upgrade.rst:290 +msgid "" +"As the standard upgrade scripts and your database are constantly evolving, " +"it is also recommended to frequently request another upgraded test database " +"to ensure that the upgrade process is still successful, especially if it " +"takes a long time to finish. Fully rehearsing the upgrade process the day " +"before upgrading the production database is also recommended." +msgstr "" + +#: ../../content/administration/upgrade.rst:296 +msgid "Going into production without first testing may lead to:" +msgstr "在没有进行首次测试的情况下投入生产可能会导致：" + +#: ../../content/administration/upgrade.rst:298 +msgid "Users failing to adjust to the changes and new features" +msgstr "" + +#: ../../content/administration/upgrade.rst:299 +msgid "" +"Business interruptions (e.g., no longer having the possibility to validate " +"an action)" +msgstr "" + +#: ../../content/administration/upgrade.rst:300 +msgid "" +"Poor customer experience (e.g., an eCommerce website that does not work " +"correctly)" +msgstr "" + +#: ../../content/administration/upgrade.rst:302 +msgid "" +"The process of upgrading a production database is similar to upgrading a " +"test database with a few exceptions." +msgstr "" + +#: ../../content/administration/upgrade.rst:309 +msgid "" +"The process is similar to :ref:`obtaining an upgraded test database " +"`, except for the purpose option, which must " +"be set to :guilabel:`Production` instead of :guilabel:`Test`." +msgstr "" + +#: ../../content/administration/upgrade.rst:314 +msgid "" +"Once the upgrade is requested, the database will be unavailable until the " +"upgrade is finished. Once the process is completed, it is impossible to " +"revert to the previous version." +msgstr "" + +#: ../../content/administration/upgrade.rst:320 +msgid "" +"The process is similar to :ref:`obtaining an upgraded test database " +"` on the :guilabel:`Production` branch." +msgstr "" + +#: ../../content/administration/upgrade.rst:0 +msgid "View from the upgrade tab" +msgstr "" + +#: ../../content/administration/upgrade.rst:326 +msgid "" +"The process is **triggered as soon as a new commit is made** on the branch. " +"This allows the upgrade process to be synchronized with the deployment of " +"the custom modules' upgraded source code. If there are no custom modules, " +"the upgrade process is triggered immediately." +msgstr "" + +#: ../../content/administration/upgrade.rst:332 +msgid "" +"The database is unavailable throughout the process. If anything goes wrong, " +"the platform automatically reverts the upgrade, as it would be for a regular" +" update. In case of success, a backup of the database before the upgrade is " +"created." +msgstr "" + +#: ../../content/administration/upgrade.rst:336 +msgid "" +"The update of your custom modules must be successful to complete the entire " +"upgrade process. Make sure the status of your staging upgrade is " +":guilabel:`successful` before trying it in production." +msgstr "" + +#: ../../content/administration/upgrade.rst:344 +msgid "" +"The command to upgrade a database to production is similar to the one of " +"upgrading a test database except for the argument `test`, which must be " +"replaced by `production`:" +msgstr "" + +#: ../../content/administration/upgrade.rst:351 +msgid "" +"An upgraded production database can also be requested via the `Upgrade page " +"`_. Once the database is uploaded, any " +"modification to your production database will **not** be present on your " +"upgraded database. This is why we recommend not using it during the upgrade " "process." -msgstr "包含自定义模块的数据库的升级过程分为两个步骤。" +msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:69 -msgid "The standard upgrade is done when your upgrade request is completed." -msgstr "标准升级在升级请求完成后完成。" - -#: ../../content/administration/upgrade/on_premise.rst:70 +#: ../../content/administration/upgrade.rst:358 msgid "" -"Your custom modules also need to be upgraded to keep them compatible with " -"the new version." -msgstr "您的自定义模块也需要升级，以使其与新版本兼容。" +"When requesting an upgraded database for production purposes, the copy is " +"submitted without a filestore. Therefore, the upgraded database filestore " +"must be merged with the production filestore before deploying the new " +"version." +msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:72 +#: ../../content/administration/upgrade.rst:362 msgid "" -"Depending on your contract, the upgrade of your custom modules can be done" -msgstr "根据您的合同，可以进行自定义模块的升级" +"In case of an issue with your production database, you can request the " +"assistance of Odoo via the `support page " +"`__ by selecting the option " +"related to the upgrade in production." +msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:74 -msgid "by yourself." -msgstr "靠你自己。" +#: ../../content/administration/upgrade.rst:370 +msgid "Service-level agreement (SLA)" +msgstr "" -#: ../../content/administration/upgrade/on_premise.rst:75 -msgid "by your Partner." -msgstr "由您的合作伙伴。" - -#: ../../content/administration/upgrade/on_premise.rst:76 +#: ../../content/administration/upgrade.rst:372 msgid "" -"by Odoo (if you hold a subscription to 'Maintenance of Customizations')." -msgstr "由Odoo（如果您订阅了“自定义维护”）。" +"With Odoo Enterprise, upgrading a database to the most recent version of " +"Odoo is **free**, including any support required to rectify potential " +"discrepancies in the upgraded database." +msgstr "" + +#: ../../content/administration/upgrade.rst:375 +msgid "" +"Information about the upgrade services included in the Enterprise Licence is" +" available in the :ref:`Odoo Enterprise Subscription Agreement `. " +"However, this section clarifies what upgrade services you can expect." +msgstr "" + +#: ../../content/administration/upgrade.rst:380 +msgid "Upgrade services covered by the SLA" +msgstr "" + +#: ../../content/administration/upgrade.rst:382 +msgid "" +"Databases hosted on Odoo's cloud platforms (Odoo Online and Odoo.sh) or " +"self-hosted (On-Premise) can benefit from upgrade services at all times for:" +msgstr "" + +#: ../../content/administration/upgrade.rst:385 +msgid "the upgrade of all **standard applications**;" +msgstr "" + +#: ../../content/administration/upgrade.rst:386 +msgid "" +"the upgrade of all **customizations created with the Studio app**, as long " +"as Studio is still installed and the respective subscription is still " +"active; and" +msgstr "" + +#: ../../content/administration/upgrade.rst:388 +msgid "" +"the upgrade of all **developments and customizations covered by a " +"maintenance of customizations subscription**." +msgstr "" + +#: ../../content/administration/upgrade.rst:391 +msgid "" +"Upgrade services are limited to the technical conversion and adaptation of a" +" database (standard modules and data) to make it compatible with the version" +" targeted by the upgrade." +msgstr "" + +#: ../../content/administration/upgrade.rst:395 +msgid "Upgrade services not covered by the SLA" +msgstr "" + +#: ../../content/administration/upgrade.rst:397 +msgid "The following upgrade-related services are **not** included:" +msgstr "" + +#: ../../content/administration/upgrade.rst:399 +msgid "" +"the **cleaning** of pre-existing data and configurations while upgrading;" +msgstr "" + +#: ../../content/administration/upgrade.rst:400 +msgid "" +"the upgrade of **custom modules created in-house or by third parties**, " +"including Odoo partners;" +msgstr "" + +#: ../../content/administration/upgrade.rst:401 +msgid "" +"lines of **code added to standard modules**, i.e., customizations created " +"outside the Studio app, code entered manually, and :ref:`automated actions " +"using Python code `; and" +msgstr "" + +#: ../../content/administration/upgrade.rst:404 +msgid "**training** on using the upgraded version's features and workflows." +msgstr "" + +#: ../../content/administration/upgrade.rst:407 +msgid ":doc:`Odoo.sh documentation `" +msgstr "" + +#: ../../content/administration/upgrade.rst:408 +msgid ":doc:`Supported Odoo versions `" +msgstr "" diff --git a/locale/zh_CN/LC_MESSAGES/finance.po b/locale/zh_CN/LC_MESSAGES/finance.po index 15fa07f43..6848fd77f 100644 --- a/locale/zh_CN/LC_MESSAGES/finance.po +++ b/locale/zh_CN/LC_MESSAGES/finance.po @@ -4,11 +4,11 @@ # FIRST AUTHOR , YEAR. # # Translators: +# zpq001 , 2021 # bf2549c5415a9287249cba2b8a5823c7, 2021 # waveyeung , 2021 # Felix Yang , 2021 # liulixia , 2021 -# zpq001 , 2021 # John Lin , 2021 # 敬雲 林 , 2021 # LINYUN TONG , 2021 @@ -31,27 +31,27 @@ # 苏州远鼎 , 2022 # Shaw J , 2023 # Jeffery CHEN , 2023 -# 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023 # Raymond Yu , 2023 -# Martin Trigaux, 2023 # Datasource International , 2023 # Emily Jia , 2023 # fausthuang, 2023 -# Wil Odoo, 2023 # Gary Wei , 2023 # e2f , 2023 -# Chloe Wang, 2023 # 稀饭~~ , 2023 # Grit233 , 2023 +# Wil Odoo, 2023 +# Martin Trigaux, 2023 +# 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023 +# Chloe Wang, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-09 08:39+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" -"Last-Translator: Grit233 , 2023\n" +"Last-Translator: Chloe Wang, 2023\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -104,30 +104,32 @@ msgid "" "account debited and the other credited. It ensures that all transactions are" " recorded accurately and consistently and that the accounts always balance." msgstr "" +"Odoo " +"采用复式记账系统，即每一笔分录都需要在不同的账户中有对应的相反分录，一个账户借记，另一个账户贷记。该系统可确保准确、一致地记录所有交易，并始终保持账目平衡。" #: ../../content/applications/finance/accounting.rst:67 #: ../../content/applications/finance/accounting.rst:217 msgid ":doc:`Accounting Cheat Sheet `" -msgstr "" +msgstr ":doc:`会计表知多少`" #: ../../content/applications/finance/accounting.rst:70 msgid "Accrual and cash basis" -msgstr "" +msgstr "权责发生制和现金收付制" #: ../../content/applications/finance/accounting.rst:72 msgid "" "Both accrual and cash basis accounting are supported in Odoo. This allows " "reporting income and expense either when the transaction occurs (accrual " "basis) or when the payment is made or received (cash basis)." -msgstr "" +msgstr "Odoo 支持权责发生制和收付实现制会计。这样就可以在交易发生时（权责发生制）或付款/收款时（收付实现制）报告收入和支出。" #: ../../content/applications/finance/accounting.rst:77 msgid ":doc:`Cash basis `" -msgstr "" +msgstr ":doc:`收付实现制 `" #: ../../content/applications/finance/accounting.rst:80 msgid "Multi-company" -msgstr "" +msgstr "多公司" #: ../../content/applications/finance/accounting.rst:82 msgid "" @@ -142,7 +144,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:88 msgid "Multi-currency environment" -msgstr "" +msgstr "多币种环境" #: ../../content/applications/finance/accounting.rst:90 msgid "" @@ -161,7 +163,7 @@ msgstr "" msgid "" ":doc:`Manage a bank in a foreign currency " "`" -msgstr "" +msgstr ":doc:`管理外币银行`" #: ../../content/applications/finance/accounting.rst:100 msgid "International standards" @@ -179,25 +181,25 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:108 msgid ":doc:`Fiscal localization packages `" -msgstr "" +msgstr ":doc:`财务本地化服务包 `" #: ../../content/applications/finance/accounting.rst:111 msgid "Accounts receivable and payable" -msgstr "" +msgstr "应收账款和应付账款" #: ../../content/applications/finance/accounting.rst:113 msgid "" "By default, there is a single account for the account receivable entries and" " one for the account payable entries. As transactions are linked to your " "**contacts**, you can run a report per customer, vendor, or supplier." -msgstr "" +msgstr "默认情况下，应收账款和应付账款分别有一个账户。由于交易与您的**联系人**相关联，您可以按客户、供应商或供货商运行报告。" #: ../../content/applications/finance/accounting.rst:117 msgid "" "The **Partner Ledger** report displays the balance of your customers and " "suppliers. It is available by going to :menuselection:`Accounting --> " "Reporting --> Partner Ledger`." -msgstr "" +msgstr "**合作伙伴总帐**报告显示客户和供应商的余额。可通过 :menuselection:`会计 --> 报告 --> 合作伙伴总账` 获得。" #: ../../content/applications/finance/accounting.rst:121 #: ../../content/applications/finance/accounting/reporting.rst:5 @@ -209,12 +211,12 @@ msgstr "报告" msgid "" "The following financial :doc:`reports ` are available " "and updated in real-time:" -msgstr "" +msgstr "以下财务 :doc:`报告 ` 可用并实时更新：" #: ../../content/applications/finance/accounting.rst:127 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:418 msgid "Financial reports" -msgstr "" +msgstr "财务报告" #: ../../content/applications/finance/accounting.rst:129 msgid "Statement" @@ -232,7 +234,7 @@ msgstr "损益表" #: ../../content/applications/finance/accounting.rst:133 msgid "Cash flow statement" -msgstr "" +msgstr "现金流量表" #: ../../content/applications/finance/accounting.rst:135 #: ../../content/applications/finance/accounting.rst:174 @@ -249,44 +251,46 @@ msgid "Audit" msgstr "审计" #: ../../content/applications/finance/accounting.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1073 msgid "General ledger" -msgstr "" +msgstr "总账" #: ../../content/applications/finance/accounting.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1035 msgid "Trial balance" msgstr "试算表" #: ../../content/applications/finance/accounting.rst:143 msgid "Journal report" -msgstr "" +msgstr "日记帐报告" #: ../../content/applications/finance/accounting.rst:145 msgid "Intrastat report" -msgstr "" +msgstr "内部统计报告" #: ../../content/applications/finance/accounting.rst:147 msgid "Check register" -msgstr "" +msgstr "收银机" #: ../../content/applications/finance/accounting.rst:149 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:135 #: ../../content/applications/finance/fiscal_localizations/chile.rst:161 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:138 #: ../../content/applications/finance/fiscal_localizations/peru.rst:321 msgid "Partner" msgstr "业务伙伴" #: ../../content/applications/finance/accounting.rst:149 msgid "Partner ledger" -msgstr "" +msgstr "合作伙伴分类账" #: ../../content/applications/finance/accounting.rst:151 msgid "Aged receivable" -msgstr "" +msgstr "过期应收账款" #: ../../content/applications/finance/accounting.rst:153 msgid "Aged payable" -msgstr "" +msgstr "过期应付账款" #: ../../content/applications/finance/accounting.rst:155 msgid "Management" @@ -294,43 +298,43 @@ msgstr "管理" #: ../../content/applications/finance/accounting.rst:155 msgid "Invoice analysis" -msgstr "" +msgstr "发票分析" #: ../../content/applications/finance/accounting.rst:157 msgid "Unrealized currency gains/losses" -msgstr "" +msgstr "未实现的货币收益/损失" #: ../../content/applications/finance/accounting.rst:159 msgid "Depreciation schedule" -msgstr "" +msgstr "折旧计划" #: ../../content/applications/finance/accounting.rst:161 msgid "Disallowed expenses" -msgstr "" +msgstr "不准列支费用" #: ../../content/applications/finance/accounting.rst:163 msgid "Budget analysis" -msgstr "" +msgstr "预算分析" #: ../../content/applications/finance/accounting.rst:165 msgid "Product margins" -msgstr "" +msgstr "产品毛利" #: ../../content/applications/finance/accounting.rst:167 msgid "1099 report" -msgstr "" +msgstr "1099 报告" #: ../../content/applications/finance/accounting.rst:171 msgid "" ":doc:`Create and customize reports ` with " "Odoo's report engine." -msgstr "" +msgstr "使用 Odoo 报表引擎，:doc:`创建和自定义报表 `。" #: ../../content/applications/finance/accounting.rst:176 msgid "" "Odoo computes all accounting transactions for the specific tax period and " "uses these totals to calculate the tax obligation." -msgstr "" +msgstr "Odoo 计算特定税期的所有会计交易，并使用这些总额计算税务义务。" #: ../../content/applications/finance/accounting.rst:180 msgid "" @@ -338,18 +342,19 @@ msgid "" "prevents the creation of new journal entries involving VAT. Any correction " "to customer invoices or vendor bills has to be recorded in the next period." msgstr "" +"一旦某个期间的税务报告生成，Odoo 就会将其锁定，并阻止创建涉及增值税的新日记账分录。对客户发票或供应商账单的任何更正都必须在下一期记录。" #: ../../content/applications/finance/accounting.rst:185 msgid "" "Depending on the country's localization, an XML version of the tax report " "can be generated to be uploaded to the VAT platform of the relevant taxation" " authority." -msgstr "" +msgstr "根据国家/地区的本地化情况，可以生成 XML 版本税务报告，上传到相关税务机关增值税平台。" #: ../../content/applications/finance/accounting.rst:189 #: ../../content/applications/finance/accounting/bank/bank_synchronization.rst:5 msgid "Bank synchronization" -msgstr "" +msgstr "银行同步" #: ../../content/applications/finance/accounting.rst:191 msgid "" @@ -358,14 +363,15 @@ msgid "" "overview of your cash flow without logging into an online banking system or " "waiting for paper bank statements." msgstr "" +"银行同步系统可直接与您的银行机构连接，将所有交易自动导入您的数据库。无需登录网上银行系统，也无需等待纸质银行对账单，它就能为您提供现金流概览。" #: ../../content/applications/finance/accounting.rst:196 msgid ":doc:`Bank synchronization `" -msgstr "" +msgstr ":doc:`银行同步 `" #: ../../content/applications/finance/accounting.rst:199 msgid "Inventory valuation" -msgstr "" +msgstr "库存计价" #: ../../content/applications/finance/accounting.rst:201 msgid "" @@ -373,6 +379,8 @@ msgid "" "supported in Odoo. The available methods are standard price, average price, " ":abbr:`LIFO (Last-In, First-Out)` and :abbr:`FIFO (First-In, First-Out).`" msgstr "" +"Odoo 支持定期（手动）和永久（自动）库存估价。可用的方法有标准价格、平均价格、: abbr:`LIFO（后进先出）` 和 : " +"abbr:`FIFO（先进先出）`。" #: ../../content/applications/finance/accounting.rst:206 msgid "" @@ -382,7 +390,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:210 msgid "Retained earnings" -msgstr "" +msgstr "留存收益" #: ../../content/applications/finance/accounting.rst:212 msgid "" @@ -390,11 +398,11 @@ msgid "" "calculates current year earnings in real-time, so no year-end journal or " "rollover is required. The profit and loss balance is automatically reported " "on the balance sheet report." -msgstr "" +msgstr "留存收益是企业保留的收入部分。Odoo 实时计算当年收益，因此无需年终日记账或滚动。损益余额会自动报告在资产负债表报告中。" #: ../../content/applications/finance/accounting.rst:220 msgid "Fiduciaries" -msgstr "" +msgstr "Fiduciaries" #: ../../content/applications/finance/accounting.rst:222 msgid "" @@ -405,7 +413,7 @@ msgstr "" #: ../../content/applications/finance/accounting.rst:225 msgid "The document's sequence becomes editable on all documents;" -msgstr "" +msgstr "可在所有文档上编辑文档序号；" #: ../../content/applications/finance/accounting.rst:226 msgid "" @@ -481,7 +489,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank.rst:135 #: ../../content/applications/finance/accounting/get_started.rst:188 msgid ":doc:`bank/bank_synchronization`" -msgstr "" +msgstr ":doc:`bank/bank_synchronization`" #: ../../content/applications/finance/accounting/bank.rst:40 msgid "Create a bank account" @@ -567,6 +575,7 @@ msgstr "要编辑现有银行日记账，跳转至：菜单选择：`会计--> #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:21 #: ../../content/applications/finance/accounting/customer_invoices/payment_terms.rst:46 #: ../../content/applications/finance/accounting/customer_invoices/snailmail.rst:12 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:15 #: ../../content/applications/finance/accounting/get_started/vat_units.rst:22 #: ../../content/applications/finance/accounting/payments/batch.rst:15 @@ -584,7 +593,7 @@ msgstr "要编辑现有银行日记账，跳转至：菜单选择：`会计--> #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:60 #: ../../content/applications/finance/accounting/taxes/cash_basis.rst:14 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:17 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 #: ../../content/applications/finance/accounting/taxes/retention.rst:23 #: ../../content/applications/finance/accounting/taxes/vat_verification.rst:13 #: ../../content/applications/finance/accounting/vendor_bills/invoice_digitization.rst:22 @@ -595,15 +604,15 @@ msgstr "要编辑现有银行日记账，跳转至：菜单选择：`会计--> #: ../../content/applications/finance/fiscal_localizations/chile.rst:29 #: ../../content/applications/finance/fiscal_localizations/chile.rst:290 #: ../../content/applications/finance/fiscal_localizations/chile.rst:332 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:20 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:21 #: ../../content/applications/finance/fiscal_localizations/germany.rst:58 #: ../../content/applications/finance/fiscal_localizations/italy.rst:8 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:8 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:6 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:620 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:726 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:847 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:40 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:766 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:906 #: ../../content/applications/finance/fiscal_localizations/peru.rst:25 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:6 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:6 @@ -614,7 +623,7 @@ msgstr "要编辑现有银行日记账，跳转至：菜单选择：`会计--> #: ../../content/applications/finance/payment_acquirers/authorize.rst:60 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:9 #: ../../content/applications/finance/payment_acquirers/mollie.rst:8 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:141 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:146 #: ../../content/applications/finance/payment_acquirers/sips.rst:9 #: ../../content/applications/finance/payment_acquirers/wire_transfer.rst:30 msgid "Configuration" @@ -633,7 +642,7 @@ msgstr "手动配置银行信息" #: ../../content/applications/finance/accounting/bank.rst:85 #: ../../content/applications/finance/accounting/bank.rst:109 msgid ":doc:`get_started/multi_currency`" -msgstr "" +msgstr ":doc:`get_started/multi_currency`" #: ../../content/applications/finance/accounting/bank.rst:86 #: ../../content/applications/finance/accounting/bank.rst:136 @@ -1326,7 +1335,7 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:20 #: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:18 msgid ":doc:`../bank_synchronization`" -msgstr "" +msgstr ":doc:`../bank_synchronization`" #: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:18 msgid "`Enable Banking website `_" @@ -1344,21 +1353,21 @@ msgstr "" #: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:28 msgid "Select your bank;" -msgstr "" +msgstr "选择您的银行；" #: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:29 msgid "" "Make sure you give your consent to share your account information with Odoo " "by clicking :guilabel:`Continue authentication`;" -msgstr "" +msgstr "确保您点击 :guilabel:`继续认证`，同意与 Odoo 共享您的账户信息。" #: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:0 msgid "Enable Banking authentication page" -msgstr "" +msgstr "启用银行验证页面" #: ../../content/applications/finance/accounting/bank/bank_synchronization/enablebanking.rst:36 msgid "Finally, you are redirected to your bank's login page." -msgstr "" +msgstr "最后，您将被重定向到银行登录页面。" #: ../../content/applications/finance/accounting/bank/bank_synchronization/ponto.rst:3 msgid "Ponto" @@ -1566,7 +1575,7 @@ msgstr "使用测试版机构对Ponto是有益的，它允许他们对与该机 #: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:3 msgid "Salt Edge" -msgstr "" +msgstr "Salt Edge" #: ../../content/applications/finance/accounting/bank/bank_synchronization/saltedge.rst:5 msgid "" @@ -2386,7 +2395,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/accounting/bank/reconciliation_models.rst:86 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:52 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:56 msgid "Type" msgstr "类型" @@ -2454,7 +2463,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices.rst:5 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:86 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:310 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:321 msgid "Customer invoices" msgstr "客户发票" @@ -2502,7 +2511,7 @@ msgstr "" "然后开票。因此, 在发货前, 应将合同条款填写完整。在这一点上, Odoo支持由仓库人员开具草稿发票." #: ../../content/applications/finance/accounting/customer_invoices.rst:35 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:284 msgid "Invoice creation" msgstr "发票创建" @@ -2700,8 +2709,8 @@ msgstr "115" #: ../../content/applications/finance/accounting/taxes.rst:5 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:164 #: ../../content/applications/finance/fiscal_localizations/chile.rst:198 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:165 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:186 #: ../../content/applications/finance/fiscal_localizations/peru.rst:69 #: ../../content/applications/finance/fiscal_localizations/peru.rst:242 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:127 @@ -2953,7 +2962,7 @@ msgstr "在这种情况下，客户未履行支付条款，且无法享受现金 #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:67 msgid ":doc:`payment_terms`" -msgstr "" +msgstr ":doc:`payment_terms`" #: ../../content/applications/finance/accounting/customer_invoices/cash_discounts.rst:68 msgid ":doc:`../bank/reconciliation_models`" @@ -3828,7 +3837,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:97 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:26 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:32 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:16 #: ../../content/applications/finance/fiscal_localizations/france.rst:182 #: ../../content/applications/finance/fiscal_localizations/india.rst:16 @@ -3836,9 +3845,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:16 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:34 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:66 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:15 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:14 @@ -3847,16 +3855,15 @@ msgstr "名称" #: ../../content/applications/finance/accounting/customer_invoices/electronic_invoicing.rst:98 #: ../../content/applications/finance/fiscal_localizations/argentina.rst:27 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:33 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:17 #: ../../content/applications/finance/fiscal_localizations/india.rst:17 #: ../../content/applications/finance/fiscal_localizations/italy.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:17 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:35 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:15 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:67 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:72 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:116 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:16 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:15 @@ -3888,7 +3895,7 @@ msgstr "安装新模块后，UBL 2.0和UBL 2.1格式不再出现在日记账中 #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:3 msgid "EPC QR codes" -msgstr "" +msgstr "EPC 二维码" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:5 msgid "" @@ -3913,7 +3920,7 @@ msgstr "" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:17 #: ../../content/applications/finance/accounting/payments/batch_sdd.rst:122 msgid ":doc:`../bank`" -msgstr "" +msgstr ":doc:`../bank`" #: ../../content/applications/finance/accounting/customer_invoices/epc_qr_code.rst:18 msgid "" @@ -5035,432 +5042,983 @@ msgstr "通过电子邮件发送示例发票，以确保所有内容均已正确 #: ../../content/applications/finance/accounting/get_started.rst:186 msgid ":doc:`bank`" -msgstr "" +msgstr ":doc:`银行`" #: ../../content/applications/finance/accounting/get_started.rst:187 msgid ":doc:`get_started/chart_of_accounts`" -msgstr "" +msgstr ":doc:`get_started/chart_of_accounts`" #: ../../content/applications/finance/accounting/get_started.rst:189 msgid ":doc:`../fiscal_localizations`" -msgstr "" +msgstr ":doc:`../fiscal_localizations`" #: ../../content/applications/finance/accounting/get_started.rst:190 -msgid "`Odoo Tutorials: Accounting Basics `_" -msgstr "\"Odoo教程：会计基础知识\"_" +msgid "" +"`Odoo Tutorials: Accounting and Invoicing - Getting started [video] " +"`_" +msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:3 -msgid "Inventory average price valuation" -msgstr "" +msgid "Average price on returned goods" +msgstr "退货商品的平均价格" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:5 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:9 msgid "" -"As stated in the :doc:`inventory valuation page " -"`," -" one of the possible costing method you can use in perpetual stock " -"valuation, is the average cost." -msgstr "" +"*Average cost valuation* (AVCO) is an inventory valuation method that " +"evaluates cost based on the total cost of goods bought or produced during a " +"period, divided by the total number of items on-hand. Inventory valuation is" +" used to:" +msgstr "*平均成本估价*（AVCO）是一种存货估价方法，它根据一个时期内购买或生产货物的总成本除以库存物品的总数来评估成本。存货估价用于：" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:10 -msgid "" -"This document answers to one recurrent question for companies using that " -"method to make their stock valuation: how does a shipping returned to its " -"supplier impact the average cost and the accounting entries? This document " -"is **only** for the specific use case of a perpetual valuation (as opposed " -"to the periodic one) and in average price costing method (as opposed to " -"standard of FIFO)." -msgstr "" -"本文档能解决一个经常性的问题, 使用这种方法使他们的股票估价 : 退还给供应商的货将如何影响平均成本和会计凭证吗? 本文档 **只** " -"具体定义了永恒估值(而不是周期性)和平均价格成本核算方法(而不是标准的FIFO)." +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:13 +msgid "reflect the value of a company's assets;" +msgstr "反映公司资产的价值；" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:14 +msgid "keep track of the amount of unsold goods;" +msgstr "追踪未售出商品数量；" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:15 +msgid "account for monetary value in goods that have yet to generate profit;" +msgstr "计算尚未产生利润的商品的货币价值；" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:16 +msgid "report on flow of goods throughout the quarter." +msgstr "报告整个季度的货物流动情况。" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:18 -msgid "Definition of average cost" -msgstr "平均成本的定义" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:20 msgid "" -"The average cost method calculates the cost of ending inventory and cost of " -"goods sold on the basis of weighted average cost per unit of inventory." -msgstr "平均成本法, 在计算期末存货和销货成本的基础上, 计算存货的加权平均单位成本." +"Because |AVCO| uses the weighted average to evaluate the cost, it is a good " +"fit for companies that sell only a few different products in large " +"quantities. In Odoo, this costing analysis is *automatically updated* each " +"time products are received." +msgstr "" +"由于 |AVCO| 使用加权平均法来评估成本，因此非常适合只大量销售几种不同产品的公司。在 Odoo " +"系统中，每次收到产品时，成本计算分析都会*自动更新*。" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:24 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:22 msgid "" -"The weighted average cost per unit is calculated using the following " -"formula:" -msgstr "加权平均单位成本计算使用以下公式 :" +"Thus, when shipments are returned to their supplier, Odoo automatically " +"generates accounting entries to reflect the change in inventory valuation. " +"However, Odoo does **not** automatically update the |AVCO| calculation, " +"because :ref:`this can potentially create inconsistencies with inventory " +"valuation `." +msgstr "" +"因此，当货物退回供应商时，Odoo 会自动生成会计分录以反映库存估值的变化。但是，Odoo **不会** " +"自动更新|AVCO|计算，因为:ref:`有可能造成与`存货估价不一致。" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:27 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:28 msgid "" -"When new products arrive in a warehouse, the new average cost is recomputed " -"as:" -msgstr "新产品到达仓库时, 重新计算新的平均成本为 :" +"This document addresses a specific use case for theoretical purposes. " +"Navigate :ref:`here ` for instructions" +" on how to set up and use |AVCO| in Odoo." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:32 +msgid "" +":ref:`Using inventory valuation `" +msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:33 msgid "" -"When products leave the warehouse: the average cost **does not** change" -msgstr "当产品离开仓库 :平均成本 **不** 变化" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:36 -msgid "Defining the purchase price" -msgstr "定义采购价格" +":ref:`Other inventory valuation methods " +"`" +msgstr "" #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:38 msgid "" -"The purchase price is estimated at the reception of the products (you might " -"not have received the vendor bill yet) and reevaluated at the reception of " -"the vendor bill. The purchase price includes the cost you pay for the " -"products, but it may also includes additional costs, like landed costs." -msgstr "购买价格是接收产品时的暂估 (您可能没有收到供应商发票)和评估单据。购买价格包括支付产品成本, 但它也可能包括额外的成本, 像到岸成本." +"To use average cost inventory valuation on a product, navigate to " +":menuselection:`Inventory --> Configuration --> Product Categories` and " +"select the category that will be using |AVCO|. On the product category page," +" set :guilabel:`Costing Method` to `Average Cost (AVCO)` and " +":guilabel:`Inventory Valuation` to `Automated`." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:45 -msgid "Average cost example" -msgstr "平均成本示例" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:44 +msgid "" +":ref:`Inventory valuation configuration " +"`" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:47 +msgid "Using average cost valuation" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:49 +msgid "" +"The average cost method adjusts the inventory valuation when products are " +"received in the warehouse. This section explains how it works, but if the " +"explanation is unnecessary, skip to the :ref:`return to supplier use case " +"` section." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 +msgid "Formula" +msgstr "公式" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:58 +msgid "" +"When new products arrive, the new average cost for each product is " +"recomputed using the formula:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +msgid "" +"Avg~Cost = \\frac{(Old~Qty \\times Old~Avg~Cost) + (Incoming~Qty \\times Purchase~Price)}{Final~Qty}\n" +"\n" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:63 +msgid "**Old Qty**: product count in stock before receiving the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 +msgid "" +"**Old Avg Cost**: calculated average cost for a single product from the " +"previous inventory valuation;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:66 +msgid "**Incoming Qty**: count of products arriving in the new shipment;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:67 +msgid "" +"**Purchase Price**: estimated price of products at the reception of products" +" (since vendor bills may arrive later). The amount includes not only the " +"price for the products, but also added costs, such as shipping, taxes, and " +":ref:`landed costs `. At reception of the " +"vendor bill, this price is adjusted;" +msgstr "" +"**采购价**：接收产品时的产品估计价格（因为供应商账单可能稍后到达）。该金额不仅包括产品价格，还包括附加费用，如运费、税金和 :ref:`落地成本 " +"`。收到供应商账单时，该价格将被调整；" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:71 +msgid "**Final Qty**: quantity of on-hand stock after the stock move." +msgstr "**最终数量**：库存移动后的库存数量。" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:76 +msgid "" +"When products leave the warehouse, the average cost **does not** change. " +"Read about why the average cost valuation is **not** adjusted :ref:`here " +"`." +msgstr "" +"当产品离开仓库时，平均成本**不会**发生变化。关于为什么**不会**调整平均成本估值，请阅读:ref:此处``。" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +msgid "Compute average cost" +msgstr "计算平均成本" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 +msgid "" +"To understand how the average cost of a product changes with each shipment, " +"consider the following table of warehouse operations and stock moves. Each " +"is a different example of how the average cost valuation is affected." +msgstr "要了解产品的平均成本如何随每次装运而变化，请看下表中的仓库业务和存货移动。每个例子都说明了平均成本估价如何受到影响。" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Operation" msgstr "操作" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -msgid "Delta Value" -msgstr "差异值" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +msgid "Incoming Value" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Inventory Value" msgstr "库存价值" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Qty On Hand" msgstr "在手数量" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:48 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:82 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:101 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:89 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 msgid "Avg Cost" msgstr "平均成本" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$0" msgstr "$0" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:50 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:91 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:275 #: ../../content/applications/finance/fiscal_localizations/france.rst:240 msgid "0" msgstr "0" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -msgid "Receive 8 Products at $10" -msgstr "收到8个产品, 合计 $10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "Receive 8 tables at $10/unit" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -msgid "+8\\*$10" -msgstr "+8\\*$10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +msgid "8 * $10" +msgstr "8 * $10" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$80" msgstr "$80" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "8" msgstr "8" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:52 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:93 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "$10" msgstr "$10" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -msgid "Receive 4 Products at $16" -msgstr "收到4个产品, 合计 $16" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "Receive 4 tables at $16/unit" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -msgid "+4\\*$16" -msgstr "+4\\*$16" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +msgid "4 * $16" +msgstr "4 * $16" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "$144" msgstr "$144" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 #: ../../content/applications/finance/fiscal_localizations/france.rst:88 #: ../../content/applications/finance/fiscal_localizations/france.rst:111 msgid "12" msgstr "12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:54 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:95 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$12" msgstr "$12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 -msgid "Deliver 10 Products" -msgstr "发货10片产品" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "Deliver 10 tables" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -msgid "-10\\*$12" -msgstr "-10\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +msgid "-10 * $12" +msgstr "-10 * $12" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "$24" msgstr "$24" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:56 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:84 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:156 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:97 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:197 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:238 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 msgid "2" msgstr "2" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:60 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:103 msgid "" -"At the beginning, the Avg Cost is set to 0 set as there is no product in the" -" inventory. When the first reception is made, the average cost becomes " -"logically the purchase price." -msgstr "起初, 平均成本设置为0, 因为产品没有库存. 当收到第一个货时, 平均成本成为逻辑上购买价格." - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:64 -msgid "" -"At the second reception, the average cost is updated because the total " -"inventory value is now ``$80 + 4*$16 = $144``. As we have 12 units on hand, " -"the average price per unit is ``$144 / 12 = $12``." +"Ensure comprehension of the above computations by reviewing the \"Receive 8 " +"tables at $10/unit\" example." msgstr "" -"在接收第二单货时, 平均成本更新, 因为库存总额现在\"$80 + 4 *$16 = $144 \\ \". 我们手头有12件, " -"平均价格每单位是\"$144 / 12 = $12 \\ \"." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:68 -msgid "" -"By definition, the delivery of 10 products does not change the average cost." -" Indeed, the inventory value is now $24 as we have only 2 units remaining of" -" each ``$24 / 2 = $12``." +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:106 +msgid "Initially, the product stock is 0, so all values are $0." msgstr "" -"根据定义, 交付的10个产品并不改变平均成本。的确, 现在库存价值24美元, 因为我们只剩下2件, 每件为“24美元/ 2 = $ 12''." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:73 -msgid "Purchase return use case" -msgstr "采购退货使用案例" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:75 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:108 msgid "" -"In case of a product returned to its supplier after reception, the inventory" -" value is reduced using the average cost formulae (not at the initial price " -"of these products!)." -msgstr "如果收到货后退货, 将使用平均成本公式减少库存成本(不是在这些产品的最初价格!)." +"In the first warehouse operation, `8` tables are received at `$10` each. The" +" average cost is calculated using the :ref:`formula " +"`:" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:79 -msgid "Which means that the above table will be updated as follow:" -msgstr "意味着以上表格将会按照如下更新 :" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:111 +msgid "" +"Avg~Cost = \\frac{0 + 8 \\times $10}{8} = \\frac{$80}{8} = $10\n" +"\n" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 -msgid "Return of 1 Product initially bought at $10" -msgstr "以原始购买价格$10退回1个产品" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:114 +msgid "" +"Since the *incoming quantity* of tables is `8` and the *purchase price* for " +"each is `$10`," +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "-1\\*$12" -msgstr "-1\\*$12" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:115 +msgid "The inventory value in the numerator is evaluated to `$80`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:116 +msgid "`$80` is divided by the total amount of tables to store, `8`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:117 +msgid "`$10` is the average cost of a single table from the first shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:119 +msgid "" +"To verify this in Odoo, in the *Purchase* app, order `8` quantities of a new" +" product, `Table`, with no previous stock moves, for `$10` each." +msgstr "要在 Odoo 中验证这一点，请在 *采购* 应用程序中，以 `$10` 的价格订购 `8` 件新产品 `桌台`，不移动之前库存。" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:122 +msgid "" +"In the table's :guilabel:`Product Category` field in the :guilabel:`General " +"Information` tab of the product form, click the :guilabel:`➡️ (arrow)` icon," +" to open an :guilabel:`External Link` to edit the product category. Set the " +":guilabel:`Costing Method` to `Average Cost (AVCO)` and :guilabel:`Inventory" +" Valuation` to `Automated`." +msgstr "" +" 在产品表格的 :guilabel:`通用信息` 选项卡中表格的 :guilabel:`产品类别` 字段，单击 :guilabel:`➡️ (箭头)` " +"图标，打开一个 :guilabel:`外部链接` 编辑产品类别。将 :guilabel:`成本计算方法` 设置为`平均成本（AVCO）`，将 " +":guilabel:`存货估价` 设置为`自动化`。" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:127 +msgid "" +"Then, return to the purchase order. Click :guilabel:`Confirm Order`, and " +"click :guilabel:`Receive Products` to confirm receipt." +msgstr "然后，返回采购订单。点击:guilabel:`确认订单` 并点击 :guilabel:`收到产品` 确认收货。" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 +msgid "" +"Next, check the inventory valuation record generated by the product " +"reception by navigating to :menuselection:`Inventory --> Reporting --> " +"Inventory Valuation`. Select the drop-down for `Table`, and view the " +":guilabel:`Total Value` column for the *valuation layer* (:dfn:`inventory " +"valuation at a specific point in time = on-hand quantity * unit price`). The" +" 8 tables in-stock are worth $80." +msgstr "" +"接下来，通过导航至 :menuselection:`库存 --> 报告 --> 库存估值` 查看产品接收生成的库存估值记录。选择 `表` " +"下拉菜单，查看*估价层*的 :guilabel:`总值` 列（:dfn:`特定时间点的库存估价 = 在手数量 * 单价`）。库存的 8 张桌子价值 80" +" 美元。" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show inventory valuation of 8 tables in Odoo." +msgstr "在 Odoo 系统中显示 8 张桌子的库存估值。" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:141 +msgid "" +"When the product category's :guilabel:`Costing Method` is set to " +":guilabel:`AVCO`, then the average cost of a product is also displayed on " +"the :guilabel:`Cost` field, under the :guilabel:`General Information` tab, " +"on the product page itself." +msgstr "" +"当产品类别的 :guilabel:`成本计算方法` 设置为 :guilabel:`AVCO` 时，产品的平均成本也会显示在产品页面本身的 " +":guilabel:`常规信息` 标签下的 :guilabel:`成本` 字段中。" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:146 +msgid "Product delivery (use case)" +msgstr "产品交付（使用案例）" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 +msgid "" +"For outgoing shipments, :ref:`outbound products have no effect on the " +"average cost valuation `. Although the " +"average cost valuation is not recalculated, the inventory value still " +"decreases because the product is removed from stock and delivered to the " +"customer location." +msgstr "" +"对于出货，:ref:`出货产品对平均成本估价 " +"`没有影响。虽然平均成本估价不会重新计算，但由于产品已从库存中移除并交付到客户所在地，因此库存值仍会减少。" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +msgid "" +"To demonstrate that the average cost valuation is not recalculated, examine " +"the \"Deliver 10 tables\" example." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:157 +msgid "" +"Avg~Cost = \\frac{12 \\times $12 + (-10) \\times $12}{12-10} = \\frac{24}{2} = $12\n" +"\n" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:86 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 #: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +msgid "" +"Because 10 tables are being sent out to customers, the *incoming quantity* " +"is `-10`. The previous average cost (`$12`) is used in lieu of a vendor's " +"*purchase price*;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:162 +msgid "The *incoming inventory value* is `-10 * $12 = -$120`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 +msgid "" +"The old *inventory value* (`$144`) is added to the *incoming inventory " +"value* (`-$120`), so `$144 + -$120 = $24`;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:165 +msgid "" +"Only `2` tables remain after shipping out `10` tables from `12`. So the " +"current *inventory value* (`$24`) is divided by the on-hand quantity (`2`);" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:167 +msgid "" +"`$24 / 2 = $12`, which is the same average cost as the previous operation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:169 +msgid "" +"To verify this in Odoo, sell `10` tables in the *Sales* app, validate the " +"delivery, and then review the inventory valuation record by going to in " +":menuselection:`Inventory --> Reporting --> Inventory Valuation`. In the " +"topmost valuation layer, delivering `10` tables reduces the product's value " +"by `-$120`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:174 +msgid "" +"**Note**: What is not represented in this stock valuation record is the " +"revenue made from this sale, so this decrease is not a loss to the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Show how deliveries decrease inventory valuation." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:184 +msgid "Return items to supplier (use case)" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:186 +msgid "" +"Because the price paid to suppliers can differ from the price the product is" +" valued at with the |AVCO| method, Odoo handles returned items in a specific" +" way." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:189 +msgid "" +"Products are returned to suppliers at the original purchase price, but;" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:190 +msgid "The internal cost valuation remains unchanged." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:192 +msgid "" +"The above :ref:`example table ` is updated as" +" follows:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:195 +msgid "Qty*Avg Cost" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "Return 1 table bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +msgid "-1 * $12" +msgstr "-1 * $12" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:199 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 #: ../../content/applications/finance/fiscal_localizations/france.rst:242 msgid "1" msgstr "1" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:90 -msgid "Explanation: counter example" -msgstr "解释：计数器示例" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:92 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:202 msgid "" -"Remember the definition of **Average Cost**, saying that we do not update " -"the average cost of a product leaving the inventory. If you break this rule," -" you may lead to inconsistencies in your inventory." -msgstr "记得 **平均成本** 的定义, 即出库时不更新产品的平均成本。如果你违反这个规则, 则可能会导致库存不一致." +"In other words, returns to vendors are perceived by Odoo as another form of " +"a product exiting the warehouse. To Odoo, because the table is valued at $12" +" per unit, the inventory value is reduced by `$12` when the product is " +"returned; the initial purchase price of `$10` is unrelated to the table's " +"average cost." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:96 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:208 msgid "" -"As an example, here is the scenario when you deliver one piece to the " -"customer and return the other one to your supplier (at the cost you " -"purchased it). Here is the operation:" -msgstr "作为一个例子, 当你向客户交货并退货给供应商(购买的成本)。这是操作 :" +"To return a single table that was purchased for `$10`, navigate to the " +"receipt in the *Inventory* app for the :ref:`8 tables purchased in Exercise " +"1 ` by going to the :guilabel:`Inventory Overview`," +" clicking on :guilabel:`Receipts`, and selecting the desired receipt." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:105 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:121 -msgid "Customer Shipping 1 product" -msgstr "给客户发货1片产品" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:213 +msgid "" +"Then, click :guilabel:`Return` on the validated delivery order, and modify " +"the quantity to `1` in the reverse transfer window. This creates an outgoing" +" shipment for the table. Select :guilabel:`Validate` to confirm the outgoing" +" shipment." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -msgid "-1\\*$10" -msgstr "-1\\*$10" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:217 +msgid "" +"Return to :menuselection:`Inventory --> Reporting --> Inventory Valuation` " +"to see how the outgoing shipment decreases the inventory value by $12." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:0 +msgid "Inventory valuation for return." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:227 +msgid "Eliminate stock valuation errors in outgoing products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:229 +msgid "" +"Inconsistencies can occur in a company's inventory when the average cost " +"valuation is recalculated on outgoing shipments." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:232 +msgid "" +"To demonstrate this error, the table below displays a scenario in which 1 " +"table is shipped to a customer and another is returned to a supplier at the " +"purchased price." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:236 +msgid "Qty*Price" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "Ship 1 product to customer" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:240 +msgid "-1 \\* $12" +msgstr "-1 \\* $12" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "Return 1 product initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +msgid "-1 \\* $10" +msgstr "-1 \\* $10" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$2**" msgstr "**$2**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:107 -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:242 msgid "**0**" msgstr "**0**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:110 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:245 msgid "" -"As you can see in this example, this is not correct: an inventory valuation " -"of $2 for 0 pieces in the warehouse." -msgstr "正如你所看到的在这个例子中, 这是不正确的 :0件产品2美元的存货估价在仓库里." - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:113 -msgid "" -"The correct scenario should be to return the goods at the current average " -"cost:" -msgstr "正确的场景应该是返回货物目前的平均成本 :" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:123 -msgid "**$0**" -msgstr "**$0**" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:126 -msgid "" -"On the other hand, using the average cost to value the return ensure a " -"correct inventory value at all times." -msgstr "另一方面, 利用平均成本估值退货, 确保正确的库存价值." - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:130 -msgid "Further thoughts on anglo saxon mode" -msgstr "深究 anglo saxon 的模式" - -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:132 -msgid "" -"For people in using the **anglo saxon accounting** principles, there is " -"another concept to take into account: the stock input account of the " -"product, which is intended to hold at any time the value of vendor bills to " -"receive. So the stock input account will increase on reception of incoming " -"shipments and will decrease when receiving the related vendor bills." +"In the final operation above, the final inventory valuation for the table is" +" `$2` even though there are `0` tables left in stock." msgstr "" -"人们在使用 **盎克鲁撒克逊会计** 会计原则, 还有另一个概念需考虑 :产品的入库科目, 这是为了保存收票时的价值。所以这个账户在收货时会增加, " -"收到发票时会减少." -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:139 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:248 +msgid "Correct method" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:250 msgid "" -"Back to our example, we see that when the return is valued at the average " -"price, the amount booked in the stock input account is the original purchase" -" price:" -msgstr "回到我们的例子中, 我们看到, 当退货时按平均价格, 输入的价格是原购买价格 :" +"Use the average cost to value the return. This does not mean the company " +"gets $12 back for a $10 purchase; the item returned for $10 is valued " +"internally at $12. The inventory value change represents a product worth $12" +" no longer being accounted for in company assets." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "stock input" -msgstr "采购产品科目" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:255 +msgid "Anglo-Saxon accounting" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:144 -msgid "price diff" -msgstr "价格差异" +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:257 +msgid "" +"In addition to using |AVCO|, companies that use **Anglo-Saxon accounting** " +"also keep a holding account that tracks the amount to be paid to vendors. " +"Once a vendor delivers an order, **inventory value** increases based on the " +"vendor price of the products that have entered the stock. The holding " +"account (called **stock input**) is credited and only reconciled once the " +"vendor bill is received." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:148 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:263 +msgid "" +":ref:`Anglo-Saxon vs. Continental " +"`" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:265 +msgid "" +"The table below reflects journal entries and accounts. The *stock input* " +"account stores the money intended to pay vendors when the vendor bill has " +"not yet been received. To balance accounts when returning products that have" +" a price difference between the price the product is **valued at** and the " +"price it was bought for, a *price difference* account is created." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Stock Input" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:273 +msgid "Price Diff" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 +msgid "Receive 8 tables at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:277 msgid "($80)" msgstr "($80)" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:150 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:279 msgid "Receive vendor bill $80" msgstr "收到供应商的账单$80" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:152 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 +msgid "Receive 4 tables at $16" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:281 msgid "($64)" msgstr "($64)" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:154 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:283 msgid "Receive vendor bill $64" msgstr "收到供应商的账单$64" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:285 +msgid "Deliver 10 tables to customer" +msgstr "向客户交付 10 张桌子" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 +msgid "Return 1 table initially bought at $10" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$10**" msgstr "**$10**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:158 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:287 msgid "**$12**" msgstr "**$12**" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "Receive vendor refund $10" msgstr "收到供应商的退款账单$10" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:160 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:289 msgid "$2" msgstr "$2" -#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:163 -msgid "" -"This is because the vendor refund will be made using the original purchase " -"price, so to zero out the effect of the return in the stock input in last " -"operation, we need to reuse the original price. The price difference account" -" located on the product category is used to book the difference between the " -"average cost and the original purchase price." +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:293 +msgid "Product reception" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:296 +msgid "Summary" +msgstr "摘要" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:298 +msgid "" +"At product reception, Odoo ensures companies can pay for goods that were " +"purchased by preemptively moving an amount matching the price of received " +"goods into the :doc:`liability account " +"`, **Stock " +"Input**. Then, once the bill has been received, the amount in the holding " +"account is transferred to *Accounts Payable*. Transfers into this account " +"means the bill has been paid. **Stock Input** is reconciled once the vendor " +"bill is received." +msgstr "" +"在接收产品时，Odoo 通过预先将与接收货物价格相匹配的金额转入 :doc:`负债账户`， " +"**库存输入**，确保公司能够支付购买的货物。然后，一旦收到账单，持有账户中的金额就会转入*应付账款*。转入该账户意味着账单已支付。收到供应商账单后，**库存输入**即进行对账。" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:305 +msgid "" +"Inventory valuation is a method of calculating how much each in-stock " +"product is worth internally. Since there is a difference between the price " +"the product is **valuated at** and the price the product was actually " +"**purchased for**, the **Inventory Valuation** account is unrelated to the " +"crediting and debiting operations of the **Stock Input** account." +msgstr "" +"库存估价是计算每种库存产品内部价值的一种方法。由于产品的**估值价格**与产品的实际**购买价格**之间存在差异，因此**库存估值**账户与**库存输入**账户的贷方和借方操作无关。" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:310 +msgid "To conceptualize all this, follow the breakdown below." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:313 +msgid "Accounts balanced at received products" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:315 +msgid "" +"In this example, a company starts with zero units of a product, `table`, in " +"stock. Then, 8 tables are received from the vendor:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:318 +msgid "" +"The **Stock Input** account stores `$80` of credit owed to the vendor. The " +"amount in this account is unrelated to the inventory value." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:320 +msgid "" +"`$80` worth of tables came **in** (**debit** the *Inventory Value* account " +"`$80`), and" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:321 +msgid "" +"`$80` must be paid **out** for received goods (**credit** the *Stock Input* " +"account `$80`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:324 +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:367 +msgid "In Odoo" +msgstr "在Odoo上" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:326 +msgid "" +"Odoo generates an accounting journal entry when shipments that use |AVCO| " +"costing method are received. Configure a :guilabel:`Price Difference " +"Account` by selecting the :guilabel:`➡️ (arrow)` icon next to the " +":guilabel:`Product Category` field on the product page." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:330 +msgid "" +"Under :guilabel:`Account Properties`, create a new :guilabel:`Price " +"Difference Account` by typing in the name of the account and clicking " +":guilabel:`Create and Edit`. Then set the account :guilabel:`Type` as " +"`Expenses`, and click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Create price difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:338 +msgid "" +"Then, receive the shipment in the *Purchase* app or *Inventory* app, and " +"navigate to the :menuselection:`Accounting app --> Accounting --> Journal " +"Entries`. In the list, find the :guilabel:`Reference` that matches the " +"warehouse reception operation for the relevant product." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show accounting entry of 8 tables from the list." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:346 +msgid "" +"Click on the line for 8 tables. This accounting journal entry shows that " +"when the 8 tables were received, the `Stock Valuation` account increased by " +"`$80`. Conversely, the **Stock Input** account (set as `Stock Interim " +"(Received)` account by default) is credited `$80`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Debit stock valuation and credit stock input 80 dollars." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:355 +msgid "Accounts balanced at received vendor bill" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:357 +msgid "" +"In this example, a company starts with zero units of a product, table, in " +"stock. Then, 8 tables are received from the vendor. When the bill is " +"received from vendor for 8 tables:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:360 +msgid "" +"Use `$80` in the **Stock Input** account to pay the bill. This cancels out " +"and the account now holds `$0`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:362 +msgid "Debit **Stock Input** `$80` (to reconcile this account)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:363 +msgid "" +"Credit **Accounts payable** `$80`. This account stores the amount the " +"company owes others, so accountants use the amount to write checks to " +"vendors." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:369 +msgid "" +"Once the vendor requests payment, navigate to the :menuselection:`Purchase " +"app --> Orders --> Purchase` and select the :abbr:`PO (Purchase Order)` for " +"8 tables. Inside the :abbr:`PO (Purchase Order)`, select :guilabel:`Create " +"Bill`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:373 +msgid "" +"Switch to the :guilabel:`Journal Items` tab to view how `$80` is transferred" +" from the holding account, `Stock Interim (Received)` to `Accounts Payable`." +" :guilabel:`Confirm` the bill to record the payment to the vendor." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show bill linked to the purchase order for 8 tables." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:382 +msgid "On product delivery" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:384 +msgid "" +"In the :ref:`above example table `, when 10" +" products are delivered to a customer, the **Stock Input** account is " +"untouched because there are no new products coming in. To put it simply:" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:388 +msgid "" +"**Inventory valuation** is credited `$120`. Subtracting from inventory " +"valuation represents `$120` worth of products exiting the company." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:390 +msgid "Debit **Accounts Receivable** to record revenue from the sale." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Show journal items linked to sale order." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:398 +msgid "" +"In the accounting journal entry invoicing a customer for 10 tables, the " +"accounts **Product Sales**, **Tax Received**, and **Accounts Receivable** " +"all pertain to the sale of the product. **Accounts Receivable** is the " +"account where the customer payment will be received." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:402 +msgid "" +"Anglo-Saxon accounting recognizes the cost of goods sold (COGS) once the " +"sale is made. So, up until the product is sold, scrapped, or returned, costs" +" of keeping the product in stock are not accounted for. The **Expense** " +"account is debited `$120` to log the costs of storing 10 tables during this " +"period of time." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:408 +msgid "On product return" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:410 +msgid "" +"In the :ref:`above example table `, when " +"returning 1 product to a vendor purchased at `$10`, a company expects `$10` " +"in the **Accounts Payable** account from the vendor. However, **Stock " +"Input** account must be debited `$12` because the average cost is `$12` at " +"the time of the return. The missing `$2` is accounted for in the " +":guilabel:`Price Difference Account`, which is set up in the product's " +":guilabel:`Product Category`." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:417 +msgid "" +"Behavior of *price difference accounts* varies from localization. In this " +"case, the account is intended to store differences between vendor price and " +"*automated* inventory valuation methods." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:420 +msgid "Summary:" +msgstr "摘要:" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:422 +msgid "" +"Debit **Stock Input** account `$10` to move the table from stock to stock " +"input. This move is to indicate that the table is to be processed for an " +"outgoing shipment." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:424 +msgid "" +"Debit **Stock Input** an additional `$2` to account for the **Price " +"Difference**." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:425 +msgid "" +"Credit **Stock Valuation** `$12` because the item is leaving the stock." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "2 dollar difference expensed in Price Difference account." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:431 +msgid "Once the vendor's refund is received," +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:433 +msgid "" +"Credit **Stock Input** account `$10` to reconcile the price of the table." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst:434 +msgid "" +"Debit **Accounts Payable** `$10` to have the accountants collect and " +"register the payment in their journal." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/avg_price_valuation.rst-1 +msgid "Return to get 10 dollars back." msgstr "" -"供应商退款将使用原始的购买价格, 所以退货时会零差异, 我们需要重用原来的价格.产品类别上的价格差异, 用于记录平均成本和原购买价格之间的差异." #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:3 #: ../../content/applications/finance/accounting/get_started/cheat_sheet.rst:79 #: ../../content/applications/finance/accounting/get_started/multi_currency.rst:87 #: ../../content/applications/finance/fiscal_localizations/chile.rst:145 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:215 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:247 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1008 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:38 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:41 msgid "Chart of accounts" @@ -5469,154 +6027,124 @@ msgstr "科目表" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:5 msgid "" "The **chart of accounts (COA)** is the list of all the accounts used to " -"record financial transactions in the general ledger of an organization." -msgstr "**会计科目表（COA）**用于在组织总账中记录财务交易的所有科目。" +"record financial transactions in the general ledger of an organization. The " +"chart of accounts can be found under " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:8 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:9 msgid "" -"The accounts are usually listed in the order of appearance in the financial " -"reports. Most of the time, they are listed as follows :" -msgstr "这些科目通常按财务报告中的出现顺序列出。大多数时候，它们列示为如下：" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:11 -msgid "Balance Sheet accounts:" -msgstr "资产负债表科目：" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:13 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 -msgid "Assets" -msgstr "资产" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:14 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 -msgid "Liabilities" -msgstr "负债" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:15 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:87 -msgid "Equity" -msgstr "权益" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 -msgid "Profit & Loss:" -msgstr "损益：" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 -msgid "Income" -msgstr "收入" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:20 -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:95 -msgid "Expense" -msgstr "费用" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:22 -msgid "" -"When browsing your chart of accounts, you can filter the accounts by number," -" in the left column, and also group them by :guilabel:`Account Type`." -msgstr "浏览会计科目表时，您可以在左列按编号筛选科目，也可以按:guilable:`科目类型`，进行科目分组。" +"When browsing your chart of accounts, you can sort the accounts by " +":guilabel:`Code`, :guilabel:`Account Name`, or :guilabel:`Type`, but other " +"options are available in the drop-down menu :guilabel:`(⋮)`." +msgstr "" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Group the accounts by type in Odoo Accounting" msgstr "在Odoo会计应用程序中按类型进行科目分组" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:30 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:17 msgid "Configuration of an account" msgstr "科目配置" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:32 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:19 msgid "" -"The country you select at the creation of your database (or additional " -"company on your database) determines which **fiscal localization package** " -"is installed by default. This package includes a standard chart of accounts " -"already configured according to the country's regulations. You can use it " -"directly or set it according to your company's needs." +"The country you select during the creation of your database (or additional " +"company in your database) determines which :doc:`fiscal localization package" +" <../../fiscal_localizations>` is installed by default. This package " +"includes a standard chart of accounts already configured according to the " +"country's regulations. You can use it directly or set it according to your " +"company's needs." msgstr "" -"您在创建数据库时选择的国家/地区（或数据库中的其他公司）决定默认安装的**财务本地化服务包**。服务包包含根据所在国法规配置的标准会计科目表，可以直接使用，也可以根据公司需要进行设置。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:38 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:24 +msgid "" +"To create a new account, go to " +":menuselection:`Accounting-->Configuration-->Chart of Accounts`, click " +":guilabel:`Create`, and fill in (at the minimum) the required fields " +"(:guilabel:`Code, Account Name, Type`)." +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:29 msgid "" "It is not possible to modify the **fiscal localization** of a company once a" " journal entry has been posted." msgstr "日记账记项过账后，无法修改公司的**财务本地化**。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:41 -msgid "" -"To create a new account, go to :menuselection:`Accounting --> Configuration " -"--> Chart of Accounts`, click on :guilabel:`Create`, and fill out the form." -msgstr "要新建帐户，跳转至:menuselection:`会计-->配置-->会计科目表`，点击:guilable:`新建`，然后填写表单。" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:33 msgid "Code and name" msgstr "代码和名称" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:35 msgid "" -"Each account is identified by its **code** and **name**, which also " -"indicates the account's purpose." -msgstr "**代码**和**名称**标识科目，同时表明科目用途。" +"Each account is identified by its :guilabel:`Code` and :guilabel:`Name`, " +"which also indicate the account's purpose." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:43 msgid "" "Correctly configuring the **account type** is critical as it serves multiple" " purposes:" msgstr "正确配置**科目类型**至关重要，因为科目类型有多重作用：" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:45 msgid "Information on the account's purpose and behavior" msgstr "关于科目目的和行为的信息" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:57 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:46 msgid "Generate country-specific legal and financial reports" msgstr "生成特定国家的法律和财务报告" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:47 msgid "Set the rules to close a fiscal year" msgstr "设置结束一个财政年度的规则" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:59 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:48 msgid "Generate opening entries" msgstr "生成期初分录" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:61 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:50 msgid "" "To configure an account type, open the :guilabel:`Type` field's drop-down " -"selector and select the right type among the following list:" -msgstr "要配置科目类型，打开:guilable:`类型`栏的下拉菜单，从以下列表选择类型：" +"selector and select the corresponding type from the following list:" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Report" msgstr "报表" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Category" msgstr "类别" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:65 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:54 msgid "Account Types" msgstr "科目类型" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/accounting/reporting.rst:36 #: ../../content/applications/finance/fiscal_localizations/germany.rst:23 #: ../../content/applications/finance/fiscal_localizations/spain.rst:27 msgid "Balance Sheet" msgstr "资产负债表" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:67 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 +msgid "Assets" +msgstr "资产" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:56 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:59 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:62 msgid "Receivable" msgstr "应收" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:69 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:58 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:71 msgid "Bank and Cash" msgstr "银行和现金" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:71 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:60 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:77 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:80 @@ -5624,194 +6152,204 @@ msgstr "银行和现金" msgid "Current Assets" msgstr "流动资产" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:73 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:62 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:86 msgid "Non-current Assets" msgstr "非流动资产" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:75 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:64 msgid "Prepayments" msgstr "预付账" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:77 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:66 msgid "Fixed Assets" msgstr "固定资产" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:79 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 +msgid "Liabilities" +msgstr "负债" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:68 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:65 msgid "Payable" msgstr "应付" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:81 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:70 msgid "Credit Card" msgstr "信用卡" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:83 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:72 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:89 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:92 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:95 msgid "Current Liabilities" msgstr "流动负债" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:85 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:74 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:98 msgid "Non-current Liabilities" msgstr "非流动负债" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:89 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:76 +msgid "Equity" +msgstr "权益" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:78 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:101 msgid "Current Year Earnings" msgstr "本年收益" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:91 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 #: ../../content/applications/finance/fiscal_localizations/germany.rst:24 #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:20 msgid "Profit & Loss" msgstr "利润损失" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:93 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:80 +msgid "Income" +msgstr "收入" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:82 msgid "Other Income" msgstr "其他收入" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:97 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:84 +msgid "Expense" +msgstr "费用" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:86 msgid "Depreciation" msgstr "折旧" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:99 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:88 msgid "Cost of Revenue" msgstr "收入成本" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Other" msgstr "其他" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:90 msgid "Off-Balance Sheet" msgstr "资产负债表外账户" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:105 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:94 msgid "Assets, deferred expenses, and deferred revenues automation" msgstr "资产、递延费用和递延收入自动化" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:107 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:96 msgid "" -"Some **account types** display a new field **to automate** the creation of " -":ref:`assets ` entries, :ref:`deferred expenses " -"` entries, and :ref:`deferred revenues " -"` entries." +"Some **account types** can **automate** the creation of :ref:`assets " +"` entries, :ref:`deferred expenses ` entries, and :ref:`deferred revenues ` entries. To **automate** entries, click :guilabel:`Setup` on an" +" account line and go to the :guilabel:`Automation` tab." msgstr "" -"某些**科目类型**显示新增的**自动化**栏，以创建:ref:`assets `、:ref:`deferred " -"expenses ` 和:ref:`deferred revenues ` 记项。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:111 -msgid "You have three choices for the :guilabel:`Automation` field:" -msgstr ":guilable:`自动化'栏有三种选择：" +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:101 +msgid "You have three choices for the :guilabel:`Automation` tab:" +msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:113 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:103 msgid ":guilabel:`No`: this is the default value. Nothing happens." msgstr ":guilabel:`否`：默认值。无变化。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:114 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:104 msgid "" ":guilabel:`Create in draft`: whenever a transaction is posted on the " -"account, a draft entry is created, but not validated. You must first fill " -"out the corresponding form." -msgstr ":guilabel:`在草稿中创建`：交易过账至科目后，自动创建未经验证的草稿记项。须填写相应表单。" +"account, a draft entry is created but not validated. You must first fill out" +" the corresponding form." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:106 msgid "" -":guilabel:`Create and validate`: you must also select a **model**. Whenever " -"a transaction is posted on the account, an entry is created and immediately " -"validated." -msgstr ":guilabel:`创建并验证`：还须选择**模型**。交易过账至科目后，会自动创建并立即验证记项。" +":guilabel:`Create and validate`: you must also select a :guilabel:`Deferred " +"Expense Model`. Whenever a transaction is posted on the account, an entry is" +" created and immediately validated." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:120 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:110 #: ../../content/applications/finance/accounting/taxes.rst:14 msgid "Default taxes" msgstr "默认税" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:122 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:112 msgid "" -"Select a **default tax** that will be applied when this account is chosen " -"for a product sale or purchase." -msgstr "选择一个**默认税**，当此科目被选择用于产品销售或采购时将适用." +"In the :guilabel:`Setup` menu of an account, select a **default tax** to be " +"applied when this account is chosen for a product sale or purchase." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:126 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:116 msgid "Tags" msgstr "标签" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:128 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:118 msgid "" "Some accounting reports require **tags** to be set on the relevant accounts." -" By default, you can choose among the tags that are used by the *Cash Flow " -"Statement*." -msgstr "某些会计报告要求在相关科目上设置*标签*。默认情况下，你可以在*现金流量表*使用的标签中进行选择." +" To add a tag, under :guilabel:`Setup`, click the :guilabel:`Tags` field and" +" select an existing tag or :guilabel:`Create` a new one." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:123 msgid "Account groups" msgstr "科目组" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:134 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:125 msgid "" "**Account groups** are useful to list multiple accounts as *sub-accounts* of" " a bigger account and thus consolidate reports such as the **Trial " "Balance**. By default, groups are handled automatically based on the code of" " the group. For example, a new account `131200` is going to be part of the " -"group `131000`." +"group `131000`. You can attribute a specific group to an account in the " +":guilabel:`Group` field under :guilabel:`Setup`." msgstr "" -"**科目组**可将多个科目列为较大科目的*子科目*，从而合并报表，如**试算表**。在默认情况下，根据科目组代码自动处理科目组。例如，新科目`131200`是`131000`科目组的子科目。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:140 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:132 msgid "Create account groups manually" msgstr "手动创建科目组" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:143 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:135 msgid "" "Regular users should not need to create account groups manually. The " "following section is only intended for rare and advanced use cases." msgstr "普通用户无需手动创建科目组。以下内容仅适用于少数高级用例。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:138 msgid "" -"To create a new account group, :ref:`developer mode ` and " -"head to :menuselection:`Accounting app --> Configuration --> Account " +"To create a new account group, activate :ref:`developer mode ` and head to :menuselection:`Accounting app-->Configuration-->Account " "Groups`. Here, create a new group and enter the :guilabel:`name, code " "prefix, and company` to which that group account should be available. Note " "that you must enter the same code prefix in both :guilabel:`From` and " ":guilabel:`to` fields." msgstr "" -"要新建科目组，:ref:`developer mode `，跳转至:menuselection:`会计应用程序-->配置--> 科目组`，输入科目组的:guilabel:`name, code " -"prefix, and company`。请注意，须在:guilabel:`从`和:guilabel:`至`栏输入相同代码前缀。" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Account groups creation." msgstr "创建科目组。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:146 msgid "" "To display your **Trial Balance** report with your account groups, go to " -":menuselection:`Accounting app-->Reporting-->Trial Balance`, then open the " +":menuselection:`Accounting-->Reporting-->Trial Balance`, then open the " ":guilabel:`Options` menu and select :guilabel:`Hierarchy and Subtotals`." msgstr "" -"要显示有科目组的**试算表**报告，跳转至:menuselection:`会计应用程序-->报告-->试算表`，然后打开:guilable:`方案`菜单，选择:guilabel:`层次结构和小计`。" #: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 msgid "Account Groups in the Trial Balance in Odoo Accounting" msgstr "Odoo会计试算表中的科目组" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:165 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:154 msgid "Allow reconciliation" msgstr "允许对账" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:167 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:156 msgid "" "Some accounts, such as accounts made to record the transactions of a payment" " method, can be used for the reconciliation of journal entries." msgstr "某些科目，如用于记录某支付方式交易的科目，可用于日记账分录对账." -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:159 msgid "" "For example, an invoice paid with a credit card can be marked as " ":guilabel:`paid` if reconciled with its payment. Therefore, the account used" @@ -5819,57 +6357,58 @@ msgid "" "reconciliation**." msgstr "例如，使用信用卡支付的发票在与付款对账后可以标记为:guilable:`已支付`。因此，用于记录信用卡付款的科目需配置为**允许对账**。" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:174 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:163 msgid "" "To do so, check the :guilabel:`Allow Reconciliation` box in the account's " -"settings, and save." -msgstr "勾选科目设置中的:guilable:`允许对账`框，然后保存。" +"settings, and :guilabel:`Save`; or enable the button from the chart of " +"accounts view." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst-1 +msgid "Allow reconciliation for accounts in Odoo Accounting" +msgstr "" + +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:170 msgid "Deprecated" msgstr "废弃" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:172 msgid "" "It is not possible to delete an account once a transaction has been recorded" -" on it. You can make them unusable by using the **Deprecated** feature." -msgstr "如科目内已记录了交易，则无法删除该科目。你可通过**废弃**功能使其不可用." +" on it. You can make them unusable by using the **Deprecated** feature: " +"check the :guilabel:`Deprecated` box in the account's settings, and " +":guilabel:`Save`." +msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 -msgid "" -"To do so, check the :guilabel:`Deprecated` box in the account's settings, " -"and save." -msgstr "勾选科目设置中的:guilable:`废弃`框，然后保存。" - -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:185 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:177 msgid ":doc:`cheat_sheet`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:186 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:178 msgid ":doc:`../vendor_bills/assets`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:187 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:179 msgid ":doc:`../vendor_bills/deferred_expenses`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:188 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:180 msgid ":doc:`../customer_invoices/deferred_revenues`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:189 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:181 #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:123 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:38 msgid ":doc:`../../fiscal_localizations`" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:190 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:182 msgid "" "`Odoo Tutorials: Chart of accounts `_" msgstr "" -#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:191 +#: ../../content/applications/finance/accounting/get_started/chart_of_accounts.rst:183 msgid "" "`Odoo Tutorials: Update your chart of accounts " "`_" @@ -7012,7 +7551,7 @@ msgstr "如果银行无法处理支票或丢失了支票或付款，请在验证 #: ../../content/applications/finance/accounting/payments/batch.rst:99 msgid ":doc:`../payments`" -msgstr "" +msgstr ":doc:`../payments`" #: ../../content/applications/finance/accounting/payments/batch.rst:100 msgid ":doc:`batch_sdd`" @@ -7926,7 +8465,6 @@ msgid ":doc:`/applications/inventory_and_mrp/purchase/manage_deals/manage`" msgstr "" #: ../../content/applications/finance/accounting/payments/multiple.rst:10 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:403 msgid ":doc:`/applications/finance/accounting/bank/reconciliation`" msgstr "" @@ -10288,8 +10826,8 @@ msgstr "" msgid "" "You can create Odoo external API keys either :ref:`for a single database " "` (hosting: Odoo Online, On-premise, and Odoo.sh) or" -" :ref:`for multiple databases managed by a user ` " -"(hosting: Odoo Online)." +" :ref:`for all databases managed by a single user ` (hosting: Odoo Online)." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:30 @@ -10300,8 +10838,8 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:31 msgid "" -"You can copy the API key only at its creation, and you cannot retrieve it " -"later." +"You can copy the API key only at its creation. It is not possible to " +"retrieve it later." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:32 @@ -10313,15 +10851,17 @@ msgid ":doc:`/developer/reference/external_api`" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:40 -msgid "One key per database" +msgid "Per database" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:42 msgid "" -"To create a new API key valid for a single database, click on the user menu," -" then on :guilabel:`My Profile`. Under the :guilabel:`Account Security` tab," -" click on :guilabel:`New API key`, confirm your password, give a descriptive" -" name to your new key, and copy the new API key." +"To add an API key to a **single** database, connect to the database, enable " +"the :ref:`developer mode `, click on the user menu, and then" +" :guilabel:`My Profile` / :guilabel:`Preferences`. Under the " +":guilabel:`Account Security` tab, click on :guilabel:`New API Key`, confirm " +"your password, give a descriptive name to your new key, and copy the API " +"key." msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 @@ -10333,13 +10873,13 @@ msgid ":ref:`api/external_api/keys`" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:56 -msgid "One key for multiple databases (fiduciaries)" +msgid "For all databases (fiduciaries)" msgstr "" #: ../../content/applications/finance/accounting/reporting/silverfin.rst:58 msgid "" -"To create a new API key valid for all the databases of a single user **(the " -"easiest for fiduciaries)**, navigate to `Odoo's website " +"To add an API key to **all** databases managed by a single user at the same " +"time **(the easiest method for fiduciaries)**, navigate to `Odoo's website " "`_ and sign in with your administrator account. Next," " open `your account security settings in developer mode " "`_, click on :guilabel:`New API " @@ -10347,6 +10887,12 @@ msgid "" "copy the new API key." msgstr "" +#: ../../content/applications/finance/accounting/reporting/silverfin.rst:65 +msgid "" +"Open the `database manager `_ to view all" +" databases that will be linked to the single API key." +msgstr "" + #: ../../content/applications/finance/accounting/reporting/silverfin.rst-1 msgid "creation of an Odoo external API key for an Odoo user" msgstr "" @@ -10514,7 +11060,7 @@ msgstr "" #: ../../content/applications/finance/accounting/reporting/tax_returns.rst:121 #: ../../content/applications/finance/accounting/taxes/eu_distance_selling.rst:37 -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:109 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:114 #: ../../content/applications/finance/accounting/taxes/retention.rst:70 msgid ":doc:`../taxes`" msgstr "" @@ -11376,7 +11922,7 @@ msgstr "" #: ../../content/applications/finance/accounting/taxes/B2B_B2C.rst:63 #: ../../content/applications/finance/fiscal_localizations/chile.rst:14 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:25 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 #: ../../content/applications/finance/fiscal_localizations/peru.rst:6 msgid "Introduction" msgstr "介绍" @@ -11971,191 +12517,168 @@ msgstr "财务状况（税项和科目映射）" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:5 msgid "" "Default taxes and accounts are set on products and customers to create new " -"transactions on the fly. However, you might have to use different taxes and " -"record the transactions on different accounts, according to your customers' " -"and providers' localizations and business types." +"transactions on the fly. However, depending on the customers' and providers'" +" localization and business type, using different taxes and accounts for a " +"transaction might be necessary." msgstr "" -"为产品和客户设置默认税金和帐户，以即时创建新交易。 但是，根据客户和提供者的本地化需要和业务类型，您可能必须使用不同的税金并在不同的帐户上记录交易." #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:9 msgid "" -"**Fiscal Positions** allow you to create *sets of rules* to automatically " -"adapt the taxes and the accounts used for a transaction." -msgstr "**财政状况** 允许您创建 *规则集* ，以自动调整用于交易的税收和帐户." +"**Fiscal positions** allow the creation of rules to adapt the taxes and " +"accounts used for a transaction automatically." +msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:12 msgid "" -"Example: Belgian to Intra-Community tax mapping with Fiscal Positions in " -"Odoo Accounting" -msgstr "示例：在Odoo会计应用程序中，比利时到欧盟境内的税项映射和财务状况" +"They can be applied :ref:`automatically `, " +":ref:`manually `, or :ref:`assigned to a partner " +"`." +msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:16 -msgid "They can be applied in various ways:" -msgstr "它们可以以多种方式应用：" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:18 msgid "" -":ref:`automatically applied, based on some rules " -"`" -msgstr ":ref:`自动应用可以根据某些规则 `" +"Several default fiscal positions are available as part of your :ref:`fiscal " +"localization package `." +msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:19 -msgid ":ref:`manually applied on a transaction `" -msgstr ":ref:`手动应用于交易 `" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:25 +msgid "Tax and account mapping" +msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:20 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:27 msgid "" -":ref:`assigned to a partner, on its contact form " -"`" -msgstr ":ref:`在联系表上分配给合作伙伴 `" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:23 -msgid "" -"A few Fiscal Positions are already preconfigured on your database, as part " -"of your :ref:`fiscal localization package `." +"To edit or create a fiscal position, go to :menuselection:`Accounting --> " +"Configuration --> Fiscal Positions`, and open the entry to modify or click " +"on :guilabel:`New`." msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:30 -msgid "Tax and Account Mapping" -msgstr "税收和账户映射" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:32 -msgid "" -"To edit or create a Fiscal Position, go to :menuselection:`Accounting --> " -"Configuration --> Fiscal Positions`, and open the entry you want to modify " -"or click on *Create*." -msgstr "" -"要编辑或创建财政头寸，请转到 :menuselection:`会计 --> 设置 --> 财政状况`打开您要修改的条目，或单击 *创建* ." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:35 msgid "" "The mapping of taxes and accounts is based on the default taxes and accounts" -" defined in the products' forms." -msgstr "税金和帐户的映射基于产品表单中定义的默认税金和帐户." +" defined in the product form." +msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:38 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:33 msgid "" -"To map to another tax or account, fill out the right column (**Tax to " -"Apply**/**Account to Use Instead**)." -msgstr "要映射到其他税种或帐户，请填写右列（ **要应用的税** / **要使用的帐户** ）." +"To map to another tax or account, fill out the right column (:guilabel:`Tax " +"to Apply`/ :guilabel:`Account to Use Instead`)." +msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:40 -msgid "" -"To remove a tax, rather than replacing it with another, leave the field " -"**Tax to Apply** empty." -msgstr "要删除税款，而不是用另一种税款代替，请将 **应纳税款** 字段留空." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's tax mapping" +msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:41 -msgid "" -"To replace a tax with multiple other taxes, add multiple lines with the same" -" **Tax on Product**." -msgstr "要将税项替换为其他多种税项，请添加多行带有相同 **产品税** 的行." +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position's account mapping" +msgstr "" #: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:44 +msgid "To remove a tax, leave the field :guilabel:`Tax to Apply` empty." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:45 +msgid "" +"To replace a tax with several other taxes, add multiple lines using the same" +" :guilabel:`Tax on Product`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:49 msgid "" "The mapping only works with *active* taxes. Therefore, make sure they are " "active by going to :menuselection:`Accounting --> Configuration --> Taxes`." msgstr "该映射仅适用于 *有效* 税。 因此，请转到：menuselection：?会计 --> 配置 --> 税收`，确保它们处于活动状态." -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:50 -msgid "Automatic application" -msgstr "自动申请" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:52 -msgid "" -"You can configure your Fiscal Positions to be applied automatically, " -"following a set of conditions." -msgstr "" -"您可以按照一系列条件将自己的财政状况\n" -"配置为自动应用." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:54 -msgid "" -"To do so, open the Fiscal Position you want to modify and click on **Detect " -"Automatically**. You can configure a few conditions:" -msgstr "为此，请打开您要修改的财政状况，然后单击 *自动检测* 。 您可以配置一些条件：" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:57 -msgid "" -"**VAT Required**: The VAT number *must* be indicated in the customer's " -"contact form." -msgstr "**需要增值税** ： *必须* 在客户的联系表格中注明增值税号." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 -msgid "" -"**Country Group** / **Country**: The Fiscal Position is applied to these " -"countries." -msgstr "**国家群** / **国家** ：财政状况适用于这些国家." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 -msgid "Example of settings to apply a Fiscal Position automatically" -msgstr "自动应用财务状况的设置示例" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:65 -msgid "" -"Taxes on **eCommerce orders** are automatically updated once the visitor has" -" logged in or filled out their billing details." -msgstr "访客登录或填写帐单详细信息后，**电子商务订单** 的税费会自动更新." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:69 -msgid "" -"The Fiscal Positions' **sequence** - the order in which they are arranged - " -"defines which Fiscal Position to apply if the conditions are met in multiple" -" Fiscal Positions." -msgstr "财政状况的 *排序* - 它们的排列顺序 - 定义了在多个财政状况中都满足条件时要应用的财政状况." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:72 -msgid "" -"For example, if the first Fiscal Position targets *country A*, and the " -"second Fiscal Position targets a *Country Group* that also comprises " -"*country A*, only the first Fiscal Position will be applied to customers " -"from *country A*." -msgstr "" -"例如，如果第一个财政状况定位为 *国家A* ，第二个财政状况定位为 *国家组* ，该国集团也包括 *国家A* ，则只有第一个财政状况将应用于 " -"*国家A* ." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:53 msgid "Application" msgstr "应用程序" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:84 -msgid "Assign a Fiscal Position to a partner" -msgstr "向合作伙伴分配财政状况" +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:58 +msgid "Automatic application" +msgstr "自动申请" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:86 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:60 msgid "" -"You can manually define which Fiscal Position must be used by default for a " -"specific partner." -msgstr "您可以手动定义特定伙伴默认情况下必须使用哪个财政状况." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:88 -msgid "" -"To do so, open the partner's contact form, go to the **Sales & Purchase** " -"tab, edit the **Fiscal Position** field, and click on *Save*." -msgstr "为此，请打开合作伙伴的联系表，转到 *销售与采购* 选项卡，编辑 **财政状况** 字段，然后单击 *保存* ." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 -msgid "" -"Selection of a Fiscal Position on a Sales Order / Invoice / Bill in Odoo " -"Accounting" -msgstr "在Odoo会计应用程序中选择销售订单/发票/账单的财政状况" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:98 -msgid "Choose Fiscal Positions manually on Sales Orders, Invoices, and Bills" -msgstr "在销售订单，发票和发票上手动选择财政状况" - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:100 -msgid "" -"To manually select which Fiscal Position to use for a new Sales Order, " -"Invoice, or Bill, go to the **Other Info** tab and select the right **Fiscal" -" Position** *before* adding product lines." -msgstr "要手动选择用于新销售订单，发票或账单的财务状况，请转到 *其他信息* 选项卡，然后在添加产品线之前选择正确的 *财务状况*." - -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:110 -msgid ":doc:`taxcloud` (decommissioning TaxCloud integration in Odoo 17+)" +"To automatically apply a fiscal position following a set of conditions, go " +"to :menuselection:`Accounting --> Configuration --> Fiscal Positions`, open " +"the fiscal position to modify, and tick :guilabel:`Detect Automatically`." msgstr "" -#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:111 +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:64 +msgid "From there, several conditions can be activated:" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:66 +msgid "" +":guilabel:`VAT Required`: the customer's VAT number must be present on their" +" contact form." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:67 +msgid "" +":guilabel:`Country Group` and :guilabel:`Country`: the fiscal position is " +"only applied to the selected country or country group." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Example of a fiscal position automatic application settings" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:75 +msgid "" +"Taxes on **eCommerce orders** are automatically updated once the customer " +"has logged in or filled out their billing details." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:79 +msgid "" +"The fiscal positions' **sequence** defines which fiscal position is applied " +"if all conditions set on multiple fiscal positions are met simultaneously." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:82 +msgid "" +"For example, suppose the first fiscal position in a sequence targets " +"*country A* while the second fiscal position targets a *country group* that " +"comprises *country A*. In that case, only the first fiscal position will be " +"applied to customers from *country A*." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:89 +msgid "Manual application" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:91 +msgid "" +"To manually select a fiscal position, open a sales order, invoice, or bill, " +"go to the :guilabel:`Other Info` tab and select the desired " +":guilabel:`Fiscal Position` before adding product lines." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a sales order, invoice, or bill" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:102 +msgid "Assign to a partner" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:104 +msgid "" +"To define which fiscal position must be used by default for a specific " +"partner, go to :menuselection:`Accounting --> Customers --> Customers`, " +"select the partner, open the :guilabel:`Sales & Purchase` tab, and select " +"the :guilabel:`Fiscal Position`." +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst-1 +msgid "Selection of a fiscal position on a customer" +msgstr "" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:115 +msgid ":doc:`taxcloud`" +msgstr ":doc:`taxcloud`" + +#: ../../content/applications/finance/accounting/taxes/fiscal_positions.rst:116 msgid ":doc:`B2B_B2C`" msgstr ":doc:`B2B_B2C`" @@ -15249,7 +15772,6 @@ msgstr "网络研讨会" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:8 #: ../../content/applications/finance/fiscal_localizations/chile.rst:8 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 msgid "" "Below you can find videos with a general description of the localization, " "and how to configure it." @@ -15265,9 +15787,8 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:17 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:23 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:24 #: ../../content/applications/finance/fiscal_localizations/germany.rst:61 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "Modules installation" msgstr "模块安装" @@ -15278,7 +15799,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:28 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:34 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 #: ../../content/applications/finance/fiscal_localizations/egypt.rst:18 #: ../../content/applications/finance/fiscal_localizations/france.rst:59 #: ../../content/applications/finance/fiscal_localizations/india.rst:18 @@ -15286,9 +15807,8 @@ msgstr "" #: ../../content/applications/finance/fiscal_localizations/kenya.rst:18 #: ../../content/applications/finance/fiscal_localizations/kenya.rst:36 #: ../../content/applications/finance/fiscal_localizations/luxembourg.rst:16 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:68 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:73 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:117 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:17 #: ../../content/applications/finance/fiscal_localizations/united_arab_emirates.rst:18 #: ../../content/applications/finance/fiscal_localizations/united_kingdom.rst:16 @@ -15353,7 +15873,7 @@ msgid "" msgstr "" #: ../../content/applications/finance/fiscal_localizations/argentina.rst:47 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:144 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 #: ../../content/applications/finance/fiscal_localizations/peru.rst:43 msgid "Configure your company" msgstr "Configure your company" @@ -17216,7 +17736,7 @@ msgid "Fiscal reports parameters." msgstr "财务报表参数。" #: ../../content/applications/finance/fiscal_localizations/chile.rst:134 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:562 #: ../../content/applications/finance/fiscal_localizations/peru.rst:226 msgid "Multicurrency" msgstr "多币种" @@ -18605,91 +19125,92 @@ msgstr "哥伦比亚" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:7 msgid "" -"Odoo's Colombian localization package provides accounting, fiscal and legal " -"features in Colombia such as chart of accounts, taxes and electronic " -"invoicing." +"Odoo's Colombian localization package provides accounting, fiscal, and legal" +" features for databases in Colombia – such as chart of accounts, taxes, and " +"electronic invoicing." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:10 msgid "" -"In addition, we have a series of videos covering how to start from scratch, " -"configuration, main workflows, and specific use cases." +"In addition, a series of videos on the subject is also available. These " +"videos cover how to start from scratch, set up configurations, complete " +"common workflows, and provide in-depth looks at some specific use cases as " +"well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:14 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:15 msgid "" -"`Odoo Colombian localization videos " -"`_." +"`Smart Tutorial - Colombian Localization `_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:25 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:26 msgid "" ":ref:`Install ` the following modules to get all the " "features of the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:35 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 msgid ":guilabel:`Colombia - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:36 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 msgid "`l10n_co`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:37 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:38 msgid "" "Default :ref:`fiscal localization package `. " "This module adds the base accounting features for the Colombian " -"localization: chart of accounts, taxes, withholdings, identification " +"localization: chart of accounts, taxes, withholdings, and identification " "document type." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:40 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 msgid ":guilabel:`Colombian - Accounting Reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:41 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 msgid "`l10n_co_reports`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:42 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 msgid "" "Includes accounting reports for sending certifications to suppliers for " "withholdings applied." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:43 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 msgid ":guilabel:`Electronic invoicing for Colombia with Carvajal`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:44 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 msgid "`l10n_co_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:45 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:46 msgid "" -"This module includes the features that are required for the integration with" -" Carvajal and generates the electronic invoices and support document related" -" to the vendor bills based on |DIAN| regulations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:48 -msgid ":guilabel:`Colombian - Point of Sale`" +"This module includes the features required for integration with Carvajal, " +"and generates the electronic invoices and support documents related to the " +"vendor bills, based on |DIAN| regulations." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:49 -msgid "`l10n_co_pos`" +msgid ":guilabel:`Colombian - Point of Sale`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:50 -msgid "Includes Point of Sale Receipt for Colombian Localization." +msgid "`l10n_co_pos`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:53 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:51 +msgid "Includes Point of Sale receipts for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:54 msgid "" -"When a database is created from scratch selecting :guilabel:`Colombia` as " -"the country, Odoo automatically installs the base modules *Colombia - " -"Accounting* and *Colombia - Accounting Reports*." +"When `Colombia` is selected for a company's :guilabel:`Fiscal Localization`," +" Odoo automatically installs certain modules." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:58 @@ -18699,291 +19220,375 @@ msgstr "公司配置" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:60 msgid "" "To configure your company information, go to the :menuselection:`Contacts` " -"app and search for your company. Alternatively, activate :ref:`developer " -"mode ` and navigate to :menuselection:`General Setting --> " -"Company --> Update Info --> Contact`. Then, edit the contact form to " -"configure the following information:" +"app, and search for your company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:65 -msgid ":guilabel:`Company Name`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:66 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:63 msgid "" -":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " -":guilabel:`Zip Code`." +"Alternatively, activate :ref:`developer mode ` and navigate " +"to :menuselection:`General Setting --> Company --> Update Info --> Contact`." +" Then, edit the contact form and configure the following information:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:67 -msgid "" -":guilabel:`Tax ID`: When it is a `NIT`, it must have the *verification " -"digit* at the end of the ID followed by a hyphen (`-`)." +msgid ":guilabel:`Company Name`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:70 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:68 +msgid "" +":guilabel:`Address`: Including :guilabel:`City`, :guilabel:`Department` and " +":guilabel:`ZIP` code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:69 +msgid "" +":guilabel:`Identification Number`: Select the :guilabel:`Identification " +"Type` (`NIT`, `Cédula de Ciudadanía`, `Registro Civil`, etc.). When the " +":guilabel:`Identification Type` is `NIT`, the :guilabel:`Identification " +"Number` **must** have the *verification digit* at the end of the ID prefixed" +" by a hyphen (`-`)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:74 msgid "" "Next, configure the :guilabel:`Fiscal Information` in the :guilabel:`Sales &" " Purchase` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:72 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:147 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:76 msgid "" ":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " -"responsibility for the company (:guilabel:`O-13` Gran Contribuyente, " -":guilabel:`O-15` Autorretenedor, :guilabel:`O-23` Agente de retención IVA, " -":guilabel:`O-47` Regimen de tributación simple, :guilabel:`R-99-PN` No " -"Aplica)." +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, `R-99-PN` No Aplica)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:75 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:173 msgid "" ":guilabel:`Gran Contribuyente`: If the company is *Gran Contribuyente* this " "option should be selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:77 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:81 msgid "" -":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company " -"(:guilabel:`IVA`, :guilabel:`INC`, :guilabel:`IVA e INC`, :guilabel:`No " -"Aplica`)" +":guilabel:`Fiscal Regimen`: Select the Tribute Name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:79 -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:154 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:177 msgid "" ":guilabel:`Commercial Name`: If the company uses a specific commercial name," " and it needs to be displayed in the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:83 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:87 msgid "Carjaval credentials configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:85 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:89 msgid "" -"Once the modules installed, the user credentials must be configured in order" -" to connect with Carvajal Web Service. Navigate to " +"Once the modules are installed, the user credentials **must** be configured," +" in order to connect with Carvajal Web Service. To do so, navigate to " ":menuselection:`Accounting --> Configuration --> Settings` and scroll to the" " :guilabel:`Colombian Electronic Invoicing` section. Then, fill in the " "required configuration information provided by Carvajal:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:90 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 msgid "" -":guilabel:`Username` and :guilabel:`Password`: Correspond to the username " -"and password provided by Carvajal to the company." +":guilabel:`Username` and :guilabel:`Password`: Username and password " +"(provided by Carvajal) to the company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:92 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:96 msgid "" ":guilabel:`Company Registry`: Company's NIT number *without* the " "verification code." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:93 -msgid ":guilabel:`Account ID`: Company ID followed by `_01`." +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:97 +msgid ":guilabel:`Account ID`: Company's NIT number followed by `_01`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:94 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:98 msgid "" ":guilabel:`Colombia Template Code`: Select one of the two available " -"templates (:guilabel:`CGEN03` or :guilabel:`CGNE04`) to be used in the PDF " -"format of the electronic invoice." +"templates (`CGEN03` or `CGNE04`) to be used in the PDF format of the " +"electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +msgid "" +"Enable the :guilabel:`Test mode` checkbox to connect with the Carvajal " +"testing environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:103 +msgid "" +"Once Odoo and Carvajal are fully configured and ready for production, " +"deactivate the :guilabel:`Test mode` checkbox to use the production " +"database." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "Configure credentials for Carvajal web service in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:101 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:111 msgid "" -"Check the :guilabel:`Test mode` checkbox to connect with the Carvajal " -"testing environment. Once Odoo and Carvajal are fully configured and ready " -"for production, uncheck the :guilabel:`Test mode` checkbox to use the " -"production database." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:106 -msgid "" -":guilabel:`Test mode` must be used **only** on replicated databases, **not**" +":guilabel:`Test mode` must **only** be used on duplicated databases, **not**" " the production environment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:110 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 msgid "Report data configuration" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:112 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:117 msgid "" "Report data can be defined for the fiscal section and bank information of " "the PDF as part of the configurable information sent in the XML." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:115 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:120 msgid "" -"Navigate to :menuselection:`Accounting --> Configuration --> Settings` and " -"scroll to the :guilabel:`Colombian Electronic Invoicing` section." +"Navigate to :menuselection:`Accounting --> Configuration --> Settings`, and " +"scroll to the :guilabel:`Colombian Electronic Invoicing` section, in order " +"to find the :guilabel:`Report Configuration` fields. Here the header " +"information for each report type can be configured." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:121 -msgid "Master data configuration" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:124 +msgid ":guilabel:`Gran Contribuyente`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:125 +msgid ":guilabel:`Tipo de Régimen`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:126 +msgid ":guilabel:`Retenedores de IVA`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:127 -msgid "Identification information" +msgid ":guilabel:`Autorretenedores`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:128 +msgid ":guilabel:`Resolución Aplicable`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:129 -msgid "" -"Document types defined by the |DIAN| are available on the partner form as " -"part of the Colombian localization. Colombian partners must have their " -":guilabel:`Identification Number` (VAT) and :guilabel:`Document Type` set." +msgid ":guilabel:`Actividad Económica`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:134 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:130 +msgid ":guilabel:`Bank Information`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:135 +msgid "Master data configuration" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:140 +msgid "" +"Partner contacts can be created in the *Contacts* app. To do so, navigate to" +" :menuselection:`Contacts`, and click the :guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:143 +msgid "" +"Then, name the contact, and using the radio buttons, select the contact " +"type, either :guilabel:`Individual` or :guilabel:`Company`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:146 +msgid "" +"Complete the full :guilabel:`Address`, including the :guilabel:`City`, " +":guilabel:`State`, and :guilabel:`ZIP` code. Then, complete the " +"identification and fiscal information." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:150 +msgid "Identification information" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:152 +msgid "" +"Identification types, defined by the |DIAN|, are available on the partner " +"form, as part of the Colombian localization. Colombian partners **must** " +"have their :guilabel:`Identification Number` (VAT) and :guilabel:`Document " +"Type` set." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:157 msgid "" "When the :guilabel:`Document Type` is `NIT`, the :guilabel:`Identification " -"Number` needs to be configured in Odoo, including the *verification digit*; " -"Odoo splits this number when the data to is sent to the third party." +"Number` needs to be configured in Odoo, including the *verification digit at" +" the end of the ID, prefixed by a hyphen (`-`)*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:139 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:162 msgid "Fiscal information" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:141 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:164 msgid "" -"The partner's responsibility codes (section 53 in the RUT document) are " -"included as part of the electronic invoicing module, as it is required by " -"the |DIAN|." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:144 -msgid "" -"The required fields can be found under :menuselection:`Partner --> Sales & " -"Purchase Tab --> Fiscal Information`:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:158 -#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:246 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:771 -msgid "Products" -msgstr "产品" - -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:160 -msgid "" -"In addition to adding general information (in the :guilabel:`General " -"Information` tab) on the product form, either the :guilabel:`UNSPSC " -"Category`, :guilabel:`Barcode`, or :guilabel:`Internal Reference` field must" -" also be configured." +"The partner's responsibility codes (section 53 in the :abbr:`RUT (Registro " +"único tributario)` document) are included as part of the electronic " +"invoicing module, as it is required by the |DIAN|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst:167 msgid "" -"If sales transactions include products with taxes, the :guilabel:`Value " -"Type` field in the :guilabel:`Advanced Options` tab needs to be configured " -"per tax. To do so, go to :menuselection:`Accounting --> Configuration --> " -"Taxes`, and select the related tax." +"The required fields can be found under :menuselection:`Partner --> Sales & " +"Purchase Tab --> Fiscal Information section`:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:171 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:170 msgid "" -"Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, :guilabel:`Fuente`) " -"are also included. This configuration is used to display taxes in the " -"invoice PDF correctly." +":guilabel:`Obligaciones y Responsabilidades`: Select the fiscal " +"responsibility for the company (`O-13` Gran Contribuyente, `O-15` " +"Autorretenedor, `O-23` Agente de retención IVA, `O-47` Regimen de " +"tributación simple, or `R-99-PN` No Aplica)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:175 +msgid "" +":guilabel:`Fiscal Regimen`: Select the tribute name for the company (`IVA`, " +"`INC`, `IVA e INC`, or `No Aplica`)" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:181 +#: ../../content/applications/finance/fiscal_localizations/egypt.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:251 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:700 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:817 +msgid "Products" +msgstr "产品" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:183 +msgid "" +"To manage products, navigate to :menuselection:`Accounting --> Customers -->" +" Products`, then click on a product." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 +msgid "" +"When adding general information on the product form, it is required that " +"either the :guilabel:`UNSPSC Category` (:guilabel:`Accounting` tab), or " +":guilabel:`Internal Reference` (:guilabel:`General Information` tab) field " +"is configured. Be sure to :guilabel:`Save` the product once configured." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:194 +msgid "" +"To create or modify taxes, go to :menuselection:`Accounting --> " +"Configuration --> Taxes`, and select the related tax." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:197 +msgid "" +"If sales transactions include products with taxes, the :guilabel:`Value " +"Type` field in the :guilabel:`Advanced Options` tab needs to be configured " +"per tax. Retention tax types (:guilabel:`ICA`, :guilabel:`IVA`, " +":guilabel:`Fuente`) are also included. This configuration is used to display" +" taxes correctly in the invoice PDF." msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "The ICA, IVA and Fuente fields in the Advanced Options tab in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:178 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:209 #: ../../content/applications/finance/fiscal_localizations/saudi_arabia.rst:91 msgid "Sales journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:182 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:211 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " "electronic invoice resolution, the sales journals related to the invoice " -"documents must be updated in Odoo. To do so, navigate to " -":menuselection:`Accounting --> Configuration --> Journals`." +"documents **must** be updated in Odoo. To do so, navigate to " +":menuselection:`Accounting --> Configuration --> Journals`, and select an " +"existing sales journal, or create a new one with the :guilabel:`Create` " +"button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:186 -msgid "Configure the following data in the :guilabel:`Advanced Settings` tab:" +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:216 +msgid "" +"On the sales journal form, input the :guilabel:`Journal Name`, " +":guilabel:`Type`, and set a unique :guilabel:`Short Code` in the " +":guilabel:`Journals Entries` tab. Then, configure the following data in the " +":guilabel:`Advanced Settings` tab:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:188 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:220 msgid "" ":guilabel:`Electronic invoicing`: Enable :guilabel:`UBL 2.1 (Colombia)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:189 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:221 msgid "" ":guilabel:`Invoicing Resolution`: Resolution number issued by |DIAN| to the " "company." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:190 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:222 msgid ":guilabel:`Resolution Date`: Initial effective date of the resolution." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:191 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:223 msgid "" ":guilabel:`Resolution end date`: End date of the resolution's validity." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:192 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:224 msgid "" ":guilabel:`Range of Numbering (minimum)`: First authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:193 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:225 msgid "" ":guilabel:`Range of Numbering (maximum)`: Last authorized invoice number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:196 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:228 msgid "" -"The sequence and resolution of the journal must match the one configured in " -"Carvajal and the |DIAN|." +"The sequence and resolution of the journal **must** match the one configured" +" in Carvajal and the |DIAN|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:200 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:232 msgid "Invoice sequence" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:202 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:234 msgid "" -"The invoice sequence and prefix must be correctly configured when the first " -"document is created." +"The invoice sequence and prefix **must** be correctly configured when the " +"first document is created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:205 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 msgid "" -"Odoo automatically assigns a prefix and sequence to the following documents." +"Odoo automatically assigns a prefix and sequence to the following invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:208 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 msgid "Purchase journals" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:210 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:242 msgid "" "Once the |DIAN| has assigned the official sequence and prefix for the " -"support document related to vendor bills, the purchase journals related to " -"their supporting documents need to be updated in Odoo. The process is " +"*support document* related to vendor bills, the purchase journals related to" +" their supporting documents need to be updated in Odoo. The process is " "similar to the configuration of the :ref:`sales journals `." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:217 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:249 msgid "" "The :doc:`chart of accounts " "` is " @@ -18993,59 +19598,114 @@ msgid "" "Unico de Cuentas)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:226 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 msgid "Main workflows" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:229 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:260 msgid "Electronic invoices" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:237 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:262 msgid "" -"The functional workflow taking place before an invoice validation does not " -"alter the main changes introduced with the electronic invoice." +"The following is a breakdown of the main workflow for electronic invoices " +"with the Colombian localization:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:240 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:265 +msgid "Sender creates an invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:266 +msgid "Electronic invoice provider generates the legal XML file." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:267 +msgid "" +"Electronic invoice provider creates the CUFE (Invoice Electronic Code) with " +"the electronic signature." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:269 +msgid "Electronic invoice provider sends a notification to |DIAN|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:270 +msgid "|DIAN| validates the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:271 +msgid "|DIAN| accepts or rejects the invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +msgid "Electronic invoice provider generates the PDF invoice with a QR code." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:273 +msgid "Electronic invoice provider sends invoice to the acquirer." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +msgid "" +"Acquirer sends a receipt of acknowledgement, and accepts or rejects the " +"invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:275 +msgid "Sender downloads a :file:`.zip` file with the PDF and XML." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 +msgid "Electronic invoice workflow for Colombian localization." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:287 +msgid "" +"The functional workflow taking place before an invoice validation does " +"**not** alter the main changes introduced with the electronic invoice." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:290 msgid "" "Electronic invoices are generated and sent to both the |DIAN| and customer " "through Carvajal's web service integration. These documents can be created " -"from your sales order or manually. Go to :menuselection:`Accounting --> " -"Customers --> Invoices` and configure:" +"from your sales order or manually generated. To create a new invoice, go to " +":menuselection:`Accounting --> Customers --> Invoices`, and select " +":guilabel:`Create`. On the invoice form configure the following fields:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:244 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:295 msgid ":guilabel:`Customer`: Customer's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:245 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:296 msgid ":guilabel:`Journal`: Journal used for electronic invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:246 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 msgid "" ":guilabel:`Electronic Invoice Type`: Select the type of document. By " "default, :guilabel:`Factura de Venta` is selected." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:248 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 msgid "" ":guilabel:`Invoice Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:250 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 msgid "When done, click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:255 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 #: ../../content/applications/finance/fiscal_localizations/india.rst:117 #: ../../content/applications/finance/fiscal_localizations/india.rst:262 #: ../../content/applications/finance/fiscal_localizations/peru.rst:385 msgid "Invoice validation" msgstr "Invoice validation" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:257 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 msgid "" "After the invoice confirmation, an XML file is created and sent " "automatically to Carvajal. The invoice is then processed asynchronously by " @@ -19057,26 +19717,26 @@ msgstr "" msgid "Carvajal XML invoice file in Odoo chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:264 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:316 msgid "" "The :guilabel:`Electronic Invoice Name` field is now displayed in the " -":guilabel:`EDI Documents` tab with the name of the XML file. Additionally, " +":guilabel:`EDI Documents` tab, with the name of the XML file. Additionally, " "the :guilabel:`Electronic Invoice Status` field is displayed with the " "initial value :guilabel:`To Send`. To process the invoice manually, click on" " the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:272 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:324 msgid "Reception of legal XML and PDF" msgstr "Reception of legal XML and PDF" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:274 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:326 msgid "" -"The electronic invoice vendor (Carvajal) receives the XML file and proceeds " -"to validate its structure and information." +"The electronic invoice vendor (Carvajal) receives the XML file, and proceeds" +" to validate its structure and information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:277 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:329 msgid "" "After validating the electronic invoice, proceed to generate a legal XML " "which includes a digital signature and a unique code (CUFE), a PDF invoice " @@ -19085,166 +19745,167 @@ msgid "" ":guilabel:`Sent`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:282 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:334 msgid "" -"A ZIP containing the legal electronic invoice in XML format and the invoice " -"in PDF format is downloaded and displayed in the invoice chatter:" +"A :file:`.zip` containing the legal electronic invoice (in XML format) and " +"the invoice in (PDF format) is downloaded and displayed in the invoice " +"chatter:" msgstr "" #: ../../content/applications/finance/fiscal_localizations/colombia.rst-1 msgid "ZIP file displayed in the invoice chatter in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:288 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 msgid "The electronic invoice status changes to :guilabel:`Accepted`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:291 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:335 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:348 msgid "Credit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:293 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:346 msgid "" "The process for credit notes is the same as for invoices. To create a credit" " note with reference to an invoice, go to :menuselection:`Accounting --> " -"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note` " +"Customers --> Invoices`. On the invoice, click :guilabel:`Add Credit Note`, " "and complete the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:297 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 msgid ":guilabel:`Credit Method`: Select the type of credit method." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:299 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 msgid "" ":guilabel:`Partial Refund`: Use this option when it is a partial amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:300 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:353 msgid "" ":guilabel:`Full Refund`: Use this option if the credit note is for the full " "amount." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:301 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:354 msgid "" ":guilabel:`Full refund and new draft invoice`: Use this option if the credit" " note is auto-validated and reconciled with the invoice. The original " "invoice is duplicated as a new draft." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:305 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:358 msgid ":guilabel:`Reason`: Enter the reason for the credit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:306 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:359 msgid "" ":guilabel:`Reversal Date`: Select if you want a specific date for the credit" " note or if it is the journal entry date." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:308 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:361 msgid "" ":guilabel:`Use Specific Journal`: Select the journal for your credit note or" " leave it empty if you want to use the same journal as the original invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:310 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:363 msgid "" ":guilabel:`Refund Date`: If you chose a specific date, select the date for " "the refund." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:312 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:365 msgid "Once reviewed, click the :guilabel:`Reverse` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:315 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 msgid "Debit notes" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:317 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 msgid "" "The process for debit notes is similar to credit notes. To create a debit " "note with reference to an invoice, go to :menuselection:`Accounting --> " "Customers --> Invoices`. On the invoice, click the :guilabel:`Add Debit " -"Note` button and complete the following information:" +"Note` button, and enter the following information:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:321 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:374 msgid ":guilabel:`Reason`: Type the reason for the debit note." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:322 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:375 msgid ":guilabel:`Debit note date`: Select the specific options." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:323 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:376 msgid "" ":guilabel:`Copy lines`: Select this option if you need to register a debit " "note with the same lines of invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:325 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 msgid "" ":guilabel:`Use Specific Journal`: Select the printer point for your debit " "note, or leave it empty if you want to use the same journal as the original " "invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:328 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:381 msgid "When done, click :guilabel:`Create Debit Note`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:331 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:384 msgid "Support document for vendor bills" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:333 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:386 msgid "" "With master data, credentials, and the purchase journal configured for " -"support documents related to vendor bills, you can start using support " -"documents." +"support documents related to vendor bills, you can start using *support " +"documents*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:336 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:389 msgid "" "Support documents for vendor bills can be created from your purchase order " "or manually. Go to :menuselection:`Accounting --> Vendors --> Bills` and " "fill in the following data:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:339 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:392 msgid ":guilabel:`Vendor`: Enter the vendor's information." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:340 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:393 msgid ":guilabel:`Bill Date`: Select the date of the bill." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:341 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:394 msgid "" ":guilabel:`Journal`: Select the journal for support documents related to the" " vendor bills." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:342 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:395 msgid "" ":guilabel:`Invoiced Lines`: Specify the products with the correct taxes." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:344 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:397 msgid "" "Once reviewed, click the :guilabel:`Confirm` button. Upon confirmation, an " "XML file is created and automatically sent to Carvajal." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:350 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:403 msgid "Common errors" msgstr "Common errors" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:352 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:405 msgid "" "During the XML validation, the most common errors are related to missing " "master data (*Contact Tax ID*, *Address*, *Products*, *Taxes*). In such " @@ -19252,7 +19913,7 @@ msgid "" " invoice status." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:356 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:409 msgid "" "After the master data is corrected, it's possible to reprocess the XML with " "the new data and send the updated version, using the :guilabel:`Retry` " @@ -19263,11 +19924,11 @@ msgstr "" msgid "XML validation errors shown in the invoice chatter in Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:368 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:421 msgid "Certificado de Retención en ICA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:370 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:423 msgid "" "This report is a certification to vendors for withholdings made for the " "Colombian Industry and Commerce (ICA) tax. The report can be found under " @@ -19279,11 +19940,11 @@ msgstr "" msgid "Certificado de Retención en ICA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:378 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:432 msgid "Certificado de Retención en IVA" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:380 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:434 msgid "" "This report issues a certificate on the amount withheld from vendors for VAT" " withholding. The report can be found under :menuselection:`Accounting --> " @@ -19294,11 +19955,11 @@ msgstr "" msgid "Certificado de Retención en IVA report in Odoo Accounting." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:388 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:443 msgid "Certificado de Retención en la Fuente" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/colombia.rst:390 +#: ../../content/applications/finance/fiscal_localizations/colombia.rst:445 msgid "" "This certificate is issued to partners for the withholding tax that they " "have made. The report can be found under :menuselection:`Accounting --> " @@ -23847,52 +24508,58 @@ msgstr "转到：菜单选择：“会计 - >报告 - >审计报告 - >总分类 msgid "Mexico" msgstr "墨西哥" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:22 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:20 +msgid "" +"A video on the Mexican localization is also available. This video covers how" +" to implement this localization from scratch, including how to set up the " +"configurations, how to complete common workflows, and provides an in-depth " +"look at several specific use cases, as well." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:24 msgid "" "`Video webinar of a complete demo " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:27 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:29 msgid "" -"Odoo users in Mexico have access to a set of modules that allow them to sign" -" electronic invoices according to the specifications of the |SAT| for " -"`version 4.0 of the CFDI " -"`_" -" , a legal requirement as of January 1, 2022." +"The Odoo Mexican localization modules allow for the signing of electronic " +"invoices, according to the specifications of the |SAT| for `version 4.0 of " +"the CFDI `_, " +"a legal requirement, as of January 1, 2022. These modules also add relevant " +"accounting reports (such as: the |DIOT|, enables foreign trade, and the " +"creation of delivery guides)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:32 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:36 msgid "" -"These modules also add relevant accounting reports (such as the |DIOT|, " -"enable foreign trade, and the creation of delivery guides)." +"In order to electronically sign any documents in Odoo, ensure the *Sign* " +"application is installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:39 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:43 msgid "Requirements" msgstr "要求" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:41 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:45 msgid "" -"Before making the necessary configurations to have the Mexican localization " -"installed in Odoo, it is necessary to meet the following requirements:" +"It is necessary to meet the following requirements before configuring the " +"Mexican localization modules in Odoo:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:46 -msgid "" -"Be registered in the |SAT|, with a valid :abbr:`RFC (Registro Federal de " -"Contribuyentes)`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:50 +msgid "Be registered in the |SAT|, with a valid |RFC|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:47 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:51 msgid "" "Have a `Certificate of Digital Seal `_ (CSD)." +"programas/ certificado-de-sello-digital>`_ (CSD)." msgstr "" -"拥有“数字印章证书”_（CSD）。" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:49 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 msgid "" "Choose a PAC (Proveedor Autorizado de Certificación / Authorized " "Certification Provider). Currently, Odoo works with the following |PAC|\\s: " @@ -23901,364 +24568,371 @@ msgid "" "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:53 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:57 msgid "" "Have knowledge and experience with billing, sales, and accounting in Odoo. " -"This documentation contains only the necessary information to use Odoo." +"This documentation **only** contains the necessary information needed to use" +" Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:59 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:61 +msgid "Installing modules" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:63 msgid "" -":ref:`Install ` the following modules to get the main " -"features of the Mexican localization:" +":ref:`Install ` the following modules to get all the " +"features of the Mexican localization. The :doc:`Accounting <../accounting>` " +"and *Contacts* modules are required to be installed for this configuration:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:69 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:74 msgid ":guilabel:`Mexico - Accounting`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:70 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 msgid "`l10n_mx`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:71 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 msgid "" -"The default :doc:`fiscal localization package " -"`, adds accounting " -"characteristics for the Mexican localization, such as the most common taxes " -"and the chart of accounts based on `the SAT account grouping code " +"The default :doc:`fiscal localization package <../fiscal_localizations>`, " +"adds accounting characteristics for the Mexican localization, such as: the " +"most common taxes and the chart of accounts – based on `the SAT account " +"grouping code " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:75 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:80 msgid ":guilabel:`EDI for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:76 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:81 msgid "`l10n_mx_edi`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:77 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 msgid "" "Includes all the technical and functional requirements to generate and " "validate :doc:`Electronics Documents " -"`, " -"based on the technical documentation published by the SAT. This allows you " -"to send invoices (with or without addendas) and payment complements to the " +"<../accounting/customer_invoices/electronic_invoicing>` — based on the " +"technical documentation published by the |SAT|. This allows you to send " +"invoices (with or without addedums) and payment complements to the " "government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:82 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:86 msgid ":guilabel:`EDI v4.0 for Mexico`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:83 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 msgid "`l10n_mx_edi_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:84 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:88 msgid "" "Necessary to create XML documents with the correct specifications of the " "CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:87 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:89 +msgid ":guilabel:`Odoo Mexican Localization Reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:90 +msgid "`l10n_mx_reports`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 msgid "" -"When you install a database from scratch by selecting :guilabel:`Mexico` as " +"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " +"Balance, and |DIOT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:93 +msgid ":guilabel:`Mexico - Localization Reports for Closing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:94 +msgid "`l10n_mx_reports_closing`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:95 +msgid "" +"Necessary to create the Closing Entry (Also known as the *month 13th move*)." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:96 +msgid ":guilabel:`Odoo Mexican XML Polizas Export`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:97 +msgid "`l10n_mx_xml_polizas`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:98 +msgid "" +"Allows the export of XML files of Journal Entries for a compulsory audit." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:99 +msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:100 +msgid "`l10n_mx_xml_polizas_edi`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 +msgid "Complements the module `l10n_mx_xml_polizas`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:104 +msgid "" +"When installing a database from scratch and selecting :guilabel:`Mexico` as " "the country, Odoo automatically installs the following modules: " ":guilabel:`Mexico - Accounting`, :guilabel:`EDI for Mexico`, and " ":guilabel:`EDI v4.0 for Mexico`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:91 -msgid "" -"The following modules are needed to add Mexico's Electronic Accounting. They" -" require the :doc:`Accounting ` module to " -"be installed." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:101 -msgid ":guilabel:`Odoo Mexican Localization Reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:102 -msgid "`l10n_mx_reports`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:103 -msgid "" -"Adapts reports for Mexico's Electronic Accounting: Chart of Accounts, Trial " -"Balance, and DIOT." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:105 -msgid ":guilabel:`Mexico - Localization Reports for Closing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:106 -msgid "`l10n_mx_reports_closing`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:107 -msgid "" -"Necessary to create the Closing Entry (Also known as the month 13th move)." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:108 -msgid ":guilabel:`Odoo Mexican XML Polizas Export`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:109 -msgid "`l10n_mx_xml_polizas`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:110 -msgid "" -"Lets you export XML files of your Journal Entries for a compulsory audit." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:111 -msgid ":guilabel:`Odoo Mexican XML Polizas Export Edi bridge`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:112 -msgid "`l10n_mx_xml_polizas_edi`" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:113 -msgid "Complements the module `l10n_mx_xml_polizas`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:115 msgid "" "The following modules are optional. It's recommended to install them *only* " -"if you meet a specific requirement. Make sure that they are needed for your " +"if meeting a specific requirement. Make sure that they are needed for the " "business." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:118 msgid ":guilabel:`EDI for Mexico (Advanced Features)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:119 msgid "`l10n_mx_edi_extended`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:120 msgid "" "Adds the external trade complement to invoices: A legal requirement for " "selling products to foreign countries." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:122 msgid ":guilabel:`EDI v4.0 for Mexico (COMEX)`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:123 msgid "`l10n_mx_edi_extended_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:124 msgid "Adapts the module `l10n_mx_edi_extended` for CFDI 4.0." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:125 msgid ":guilabel:`Mexico - Electronic Delivery Guide`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:126 msgid "`l10n_mx_edi_stock`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:127 msgid "" -"Lets you create a \"Carta Porte\": a bill of lading that proves to the " +"Lets you create a *Carta Porte*: A bill of lading that proves to the " "government you are sending goods between A & B with a signed electronic " "document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:136 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:129 msgid ":guilabel:`Electronic Delivery Guide for Mexico CFDI 4.0`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:137 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:130 msgid "`l10n_mx_edi_stock_40`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:138 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:131 msgid "Adapts the module `l10n_mx_edi_stock` for CFDI 4.0" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:132 msgid ":guilabel:`Odoo Mexico Localization for Stock/Landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:140 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:133 msgid "`l10n_mx_edi_landing`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:141 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:134 msgid "" "Allows managing customs numbers related to landed costs in electronic " "documents." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:139 msgid "" -"After installing the correct modules, you must verify that the company is " -"configured with the correct data. To do so, go to :menuselection:`Settings " -"--> General Settings --> Companies` and select :guilabel:`Update Info` under" -" your company name." +"After installing the correct modules, the next step is to verify that your " +"company is configured with the correct data. To do so, go to " +":menuselection:`Settings --> General Settings --> Companies`, and select " +":guilabel:`Update Info` under your company name." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:150 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:143 msgid "" -"Enter your full :guilabel:`Address` in the resulting form including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +"Enter the full :guilabel:`Address` in the resulting form, including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:153 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:146 msgid "" -"According to the requirements of the CFDI 4.0, the name of your main contact" -" must coincide to your business name registered in the SAT without the legal" -" entity abbreviation." +"According to the requirements of the CFDI 4.0, the name of the main company " +"contact **must** coincide with your business name registered in the |SAT|, " +"without the legal entity abbreviation." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Requirements for a correct invoicing." +msgid "Main company contact requirements for a correct invoicing." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:160 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:154 msgid "" -"From a legal point of view, a Mexican company must use the local currency " -"(MXN). Therefore, Odoo does not provide features to manage an alternative " -"configuration. If you want to manage another currency, let MXN be the " -"default currency and use a :doc:`pricelist " -"` instead." +"From a legal point of view, a Mexican company **must** use the local " +"currency (MXN). Therefore, Odoo does not provide features to manage an " +"alternative configuration. If you want to manage another currency, let MXN " +"be the default currency and use a :doc:`pricelist " +"<../../sales/sales/products_prices/prices/pricing>`, instead." msgstr "" -"从法律角度来看，墨西哥公司必须使用当地货币（MXN）。因此，Odoo不提供管理替代配置的功能。如果要管理其他货币，请将 MXN " -"设为默认货币，并使用:doc:`价目表”。" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:165 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:159 msgid "" "Next, go to :menuselection:`Settings --> Accounting --> Electronic Invoicing" -" (MX) --> Fiscal Regime`, and select the regime that applies to your company" -" from the drop-down list." +" (MX) --> Fiscal Regime`, then select the regime that applies to your " +"company from the drop-down list, and click :guilabel:`Save`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Fiscal regime configuration." +msgid "Fiscal regime configuration in the Accounting settings." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:172 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:168 msgid "" -"If you want to test the Mexican localization, you can configure the company " -"with a real address within Mexico (including all fields), add `EKU9003173C9`" -" as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " +"If you want to test the Mexican localization, the company can be configured " +"with a real address within Mexico (including all fields), and add " +"`EKU9003173C9` as the :guilabel:`VAT` and `ESCUELA KEMPER URGATE` as the " ":guilabel:`Company Name`. For the :guilabel:`Fiscal Regime`, use " ":guilabel:`General de Ley Personas Morales`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:178 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:623 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:174 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:653 msgid "Contacts" msgstr "联系人" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:180 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:176 msgid "" "To create a contact that can be invoiced, go to :menuselection:`Contacts -->" -" Create`. Then enter the contact's name, full :guilabel:`Address` including " -":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and RFC " +" Create`. Then, enter the contact name, full :guilabel:`Address` including: " +":guilabel:`ZIP` code, :guilabel:`State`, :guilabel:`Country`, and |RFC| " "(:guilabel:`VAT` number)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:185 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:181 msgid "" "As with your own company, all of your contacts needs to have their correct " "business name registered in the |SAT|. This also applies to the " -":guilabel:`Fiscal Regime` which needs to be added in the :guilabel:`MX EDI` " -"tab." +":guilabel:`Fiscal Regime`, which needs to be added in the :guilabel:`MX EDI`" +" tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:188 msgid "" "Some additional configurations for factor type and tax objects need to be " "added to the sales taxes in order to properly sign invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:196 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:192 msgid "Factor type" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:198 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:194 msgid "" -"Go to :menuselection:`Accounting --> Configuration --> Taxes` then enable " -"the :guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab " -"for all records with the :guilabel:`Tax Type` set as :guilabel:`Sales`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:202 -msgid "" -"This is pre-loaded in the default taxes. If new ones are created, you need " -"to make sure to fill this field." +"The *Factor Type* field is pre-loaded in the default taxes. If new taxes are" +" created, you need to make sure to configure this field. To do so, go to " +":menuselection:`Accounting --> Configuration --> Taxes`, then enable the " +":guilabel:`Factor Type` field in the :guilabel:`Advanced Options` tab for " +"all records, with the :guilabel:`Tax Type` set as :guilabel:`Sales`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes configuration." +msgid "Factor Type Sales tax type configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:209 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:204 msgid "" -"Mexico manages two different kinds of 0% VAT: *0% VAT* and *VAT Exempt*. For" -" the former, select the :guilabel:`Factor Type` :guilabel:`Tasa`. For the " -"latter, use :guilabel:`Exento`." +"Mexico manages two different kinds of 0% VAT to accommodate two scenarios:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:213 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:206 +msgid "*0% VAT* set the :guilabel:`Factor Type` as :guilabel:`Tasa`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:207 +msgid "*VAT Exempt* set the :guilabel:`Factor Type` as :guilabel:`Exento`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:210 msgid "Tax object" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:215 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:212 msgid "" -"One requirement of the CFDI 4.0 is that the resulting XML file needs or does" -" not need to break down the taxes of the operation. There are three " -"different possible values that are added depending on specific " -"configurations:" +"One requirement of the CFDI 4.0 is that the resulting XML file needs (or " +"does not need) to break down the taxes of the operation. There are three " +"different possible values that are added in the XML file:" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:216 +msgid "" +"`01`: Not subject to tax - this value is added automatically if your invoice" +" line doesn't contain any taxes." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:218 +msgid "" +"`02`: Subject to tax - this is the default configuration of any invoice line" +" that contains taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:219 -msgid "`01`: Not subject to tax - your invoice must not contain any taxes." +msgid "" +"`03`: Subject to tax and not forced to break down - this value can be " +"triggered on-demand for certain customers to replace the value 02." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:220 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:222 msgid "" -"`02`: Subject to tax - your invoice contains taxes (default configuration)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:221 -msgid "" -"`03`: Subject to tax and not forced to breakdown - your invoice contains " -"taxes, and the contact configuration has the :guilabel:`No Tax Breakdown` " -"checkbox activated." +"To use the `03` value, navigate to :menuselection:`Contacts --> your " +"customer's invoice --> MX EDI tab`, and activate the :guilabel:`No Tax " +"Breakdown` checkbox." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Tax Breakdown SAT." +msgid "No Tax Breakdown option on the MX EDI tab of the customer's invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:228 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:230 msgid "" -"The :guilabel:`No Tax Breakdown` value applies only to specific fiscal " -"regimes and/or taxes. Consult your accountant first if it is needed for your" -" business before doing any modification." +"The :guilabel:`No Tax Breakdown` value applies **only** to specific fiscal " +"regimes and/or taxes. Consult your accountant first to see if it is needed " +"for your business before making any modification." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:232 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:235 msgid "Other tax configurations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:234 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:237 msgid "" "When registering a payment, Odoo will carry out the movement of taxes from " "the *Cash Basis Transition Account* to the account set in the " @@ -24267,227 +24941,238 @@ msgid "" "journal entry when reclassifying taxes. **Do not delete this account**." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:239 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:242 msgid "" -"If you create a new tax, you need to add the correct :guilabel:`Tax Grids` " -"for it (`IVA`, `ISR` or `IEPS`). Odoo only supports these three groups of " -"taxes." +"If you create a new tax in :menuselection:`Accounting --> Configuration --> " +"Taxes`, you need to add the correct :guilabel:`Tax Grids` for it (`IVA`, " +"`ISR` or `IEPS`). Odoo **only** supports these three groups of taxes." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Taxes accounts." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:248 -msgid "" -"To configure products, go to the :guilabel:`Accounting` tab, and in the " -":guilabel:`UNSPSC Product Category` field, select the category that " -"represents that product. The process can be done manually or through :doc:`a" -" bulk import `." +msgid "Tax accounts available for Odoo." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:253 msgid "" -"All products need to have a |SAT| code associated with them in order to " +"To configure products, go to :menuselection:`Accounting --> Customers --> " +"Products`, then select a product to configure, or :guilabel:`Create` a new " +"one. In the :guilabel:`Accounting` tab, and in the :guilabel:`UNSPSC Product" +" Category` field, select the category that represents the product. The " +"process can be done manually, or through :doc:`a bulk import " +"<../../general/export_import_data>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:259 +msgid "" +"All products need to have an |SAT| code associated with them in order to " "prevent validation errors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:257 -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:263 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:314 msgid "Electronic invoicing" msgstr "电子开票" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:260 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:266 msgid "PAC credentials" msgstr "PAC凭证" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:262 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:268 msgid "" "After you have processed your `Private Key (CSD) " "`_ with the |SAT|, you must register " +"traves-de-la-aplicacion- certifica>`_ with the |SAT|, you **must** register " "directly with the :ref:`PAC ` of your choice before you " "start creating invoices from Odoo." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:267 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:273 msgid "" -"Once you created your account with any of these providers, go to " +"Once you've created your account with any of these providers, go to " ":menuselection:`Settings --> Accounting --> Electronic Invoicing (MX)`. " "Under the :guilabel:`MX PAC` section, enter the name of your |PAC| with your" " credentials (:guilabel:`PAC username` and :guilabel:`PAC password`)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "PAC credentials." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:275 -msgid "" -"If you do not have credentials and want to test the electronic invoicing, " -"you can activate the :guilabel:`Test Environment` checkbox and select " -":guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " -"username or password." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:280 -msgid ".cer and .key certificates" +msgid "Configuring PAC credentials from the Accounting settings." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:282 msgid "" -"You need to upload the `digital certificates of the company " +"If you do not have credentials, but want to test the electronic invoicing, " +"you can activate the :guilabel:`MX PAC test environment` checkbox, and " +"select :guilabel:`Solucion Factible` as the |PAC|. You do not need to add a " +"username or password for a test environment." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:287 +msgid ".cer and .key certificates" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:289 +msgid "" +"The `digital certificates of the company " "`_ " -"within the section :guilabel:`MX Certificates`. Select :guilabel:`Add a " -"line` and a window will open. Click on :guilabel:`Create`, and from there " -"upload your digital certificate (:file:`.cer` file), your key (:file:`.key` " -"file), and your password. To finish, click on :guilabel:`Save and Close`." +"must be uploaded within the :guilabel:`MX Certificates` section. To do so, " +"navigate to :menuselection:`Settings --> Accounting --> Electronic Invoicing" +" (MX)`. Under the :guilabel:`MX Certificates` section, select :guilabel:`Add" +" a line`, and a window will open. Click :guilabel:`Create`, and from there, " +"upload your digital :guilabel:`Certificate` (:file:`.cer` file), your " +":guilabel:`Certificate Key` (:file:`.key` file), and your " +":guilabel:`Certificate Password`. To finish, click on :guilabel:`Save & " +"Close`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Certificate and key." +msgid "Certificate and key upload inputs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:292 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:303 msgid "" "If you still do not have one of the contracted |PAC|\\s and you want to test" -" electronic invoicing you can use the following |SAT| test certificates:" +" electronic invoicing, you can use the following |SAT| test certificates:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:295 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:306 msgid ":download:`Certificate `" msgstr ":download:`证书`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:296 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:307 msgid ":download:`Certificate Key `" msgstr ":download:`证书密钥`" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:297 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:308 msgid "**Password**: ``12345678a``" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:300 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:311 msgid "Workflows" msgstr "工作流" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:305 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:316 msgid "" "The invoicing process in Odoo is based on `Annex 20 " "`_ version" " 4.0 of electronic invoicing of the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:312 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:323 msgid "" "To start invoicing from Odoo, a customer invoice must be created using the " -":doc:`standard invoicing flow " -"`." +":doc:`standard invoicing flow <../accounting/customer_invoices>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:315 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:326 msgid "" -"When the document is in draft mode, you can make any changes to it (add the " -"correct :guilabel:`Payment Way` or :guilabel:`Usage` that the customer might" -" require, for example.)" +"While the document is in draft mode, changes can be made to it (the correct " +":guilabel:`Payment Way` or :guilabel:`Usage` that the customer might require" +" can be added, for example.)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:318 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:329 msgid "" "After you :guilabel:`Confirm` the customer invoice, a blue message appears " "stating: :guilabel:`The invoice will be processed asynchronously by the " -"following E-invoicing service: CFDI (4.0)`. Pressing the :guilabel:`Process " -"Now` button sends the document to be signed by the government. On success, " -"the :guilabel:`Fiscal Folio` field appears on the document and the XML file " -"is attached in the chatter." +"following E-invoicing service: CFDI (4.0)`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:325 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:332 msgid "" -"If you press :guilabel:`Retry` in the field :guilabel:`SAT status` of the " -"invoice, you can confirm if the XML file is valid in the SAT." +"Pressing the :guilabel:`Process Now` button sends the document to the " +"government so it can be signed. After receiving the signed document back " +"from the government, the :guilabel:`Fiscal Folio` field appears on the " +"document, and the XML file is attached in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:328 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +msgid "" +"If you click :guilabel:`Retry` in the :guilabel:`SAT status` field on the " +"invoice, you can confirm if the XML file is valid in the |SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:340 msgid "" "If you are in a testing environment, you will always receive the message " ":guilabel:`Not Found`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:330 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:342 msgid "" -"To send the signed invoice to your client by mail, you can send the XML " -"together with the PDF file directly from Odoo by clicking the " -":guilabel:`Send and Print` button. You can also download the PDF file to " -"your computer by clicking the :guilabel:`Print` button and selecting the " -"desired option." +"To send the signed invoice to your client by mail, you can send both the XML" +" and PDF files together, directly from Odoo, by clicking the :guilabel:`Send" +" & Print` button. You can also download the PDF file to your computer, by " +"clicking the :guilabel:`Print` button, and selecting the desired print " +"option." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:337 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 msgid "" "While an invoice is a document type \"I\" (Ingreso), a credit note is a " "document type \"E\" (Egreso)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:339 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:352 msgid "" "The only addition to the :doc:`standard flow for credit notes " -"` is that, " -"as a requirement of the SAT, there has to be a relation between a credit " -"note and an invoice through the fiscal folio." +"<../accounting/customer_invoices/credit_notes>` is that, as a requirement of" +" the |SAT|, there has to be a relation between a credit note and an invoice " +"through the fiscal folio." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:343 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:356 msgid "" -"Because of this, the field :guilabel:`CFDI Origin` adds this relation with a" -" `01|`, followed by the fiscal folio of the original invoice." +"Because of this requirement, the field :guilabel:`CFDI Origin` adds this " +"relation with a `01|`, followed by the fiscal folio of the original invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Creating a credit note." +msgid "Example CFDI Origin number." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:350 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 msgid "" -"For the :guilabel:`CFDI Origin` field to be added automatically, use the " -"button :guilabel:`Add Credit Note` from the invoice instead of creating it " +"For the :guilabel:`CFDI Origin` field to be automatically added, use the " +":guilabel:`Add Credit Note` button from the invoice, instead of creating it " "manually." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:354 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:368 msgid "Payment complements" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:357 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:371 msgid "Payment policy" msgstr "付款政策" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:359 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:373 msgid "" -"One of the additions of the Mexican Localization is the field " -":guilabel:`Payment Policy`. `According to the SAT documentation " +"One addition of the Mexican localization is the :guilabel:`Payment Policy` " +"field . `According to the SAT documentation " "`_, there may be 2 types of payments:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:364 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 msgid "`PUE` (Pago en una Sola Exhibición/Payment in a Single Exhibition)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:365 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:378 msgid "" "`PPD` (Pago en Parcialidades o Diferido/Payment in Installements or " "Deferred)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:367 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 msgid "" "The difference lies in the *Due Date* or *Payment Terms* of the invoice." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:369 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:382 msgid "" -"To configure |PUE| invoices, you must select an invoice :guilabel:`Due Date`" -" within the same month or choose a payment term that does not imply changing" +"To configure |PUE| invoices, navigatge to :menuselection:`Accounting --> " +"Customers --> Invoices`, and either select an invoice :guilabel:`Due Date` " +"within the same month, or choose a payment term that does not imply changing" " the due month (immediate payment, 15 days, 21 days, all falling within the " "current month)." msgstr "" @@ -24496,714 +25181,709 @@ msgstr "" msgid "Example of an invoice with the PUE requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:377 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 msgid "" -"Some :guilabel:`Payment Terms` are already installed by default. You can " -"check them in :menuselection:`Accounting --> Configuration --> Payment " +"Some :guilabel:`Payment Terms` are already installed by default, and can be " +"managed from :menuselection:`Accounting --> Configuration --> Payment " "Terms`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:380 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:395 msgid "" -"To configure |PPD| invoices, you need to choose a :guilabel:`Due Date` after" -" the first day of the following month (this also applies if your " -":guilabel:`Payment Term` is due in the following month)." +"To configure |PPD| invoices, navigate to :menuselection:`Accounting --> " +"Customers --> Invoices`, and select an invoice with a :guilabel:`Due Date` " +"after the first day of the following month. This also applies if your " +":guilabel:`Payment Term` is due in the following month." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Example of an invoice with the PPD requirements." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:387 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:404 msgid "" "Because the |PPD| policy implies that an invoice is not going to get paid at" " the moment, the correct :guilabel:`Payment Way` for the |PPD| invoices is " ":guilabel:`99 - Por Definir` (To define)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:392 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 msgid "Payment flow" msgstr "支付流" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:394 -msgid "" -"In both cases, the payment process in Odoo :doc:`is the same " -"`, the main difference " -"would be that payments related to |PPD| invoices trigger the creation of a " -"document type \"P\" (Pago)." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:398 -msgid "" -"If a payment is related to a |PUE| invoice, it can be registered with the " -"wizard and be associated with the corresponding invoice. Its status will be " -":guilabel:`In Payment` since the payment is effectively validated when it is" -" bank reconciled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:405 -msgid "" -"While this process is the same for PPD invoices, the addition of the " -"creation of an :doc:`electronic document " -"` " -"means that some additional requirements are needed to correctly send the " -"document to the SAT." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:409 -msgid "" -"You need to confirm the specific :guilabel:`Payment Way` where you received " -"the payment. Because of this, this field cannot be :guilabel:`99 - Por " -"Definir` (To Define)." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst:411 msgid "" -"If you are going to add a bank account to the customer in the " -":guilabel:`Accounting` tab of their contact, it needs to have a valid " -"number." +"In both cases, the payment process in Odoo :doc:`is the same " +"<../accounting/customer_invoices>`, the main difference being payments " +"related to |PPD| invoices trigger the creation of a document type \"P\" " +"(Pago)." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:415 msgid "" +"If a payment is related to a |PUE| invoice, it can be registered with the " +"wizard, and be associated with the corresponding invoice. To do so, navigate" +" to :menuselection:`Accounting --> Customers --> Invoices`, and select an " +"invoice. Then, click the :guilabel:`Register Payment` button. The invoice " +"status changes to :guilabel:`In Payment`, since the payment is effectively " +"validated when it is bank reconciled." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:422 +msgid ":doc:`../accounting/bank/reconciliation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:424 +msgid "" +"While this process is the same for PPD invoices, the addition of the " +"creating an :doc:`electronic document " +"<../accounting/customer_invoices/electronic_invoicing>` means some " +"additional requirements are needed to correctly send the document to the " +"|SAT|." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:428 +msgid "" +"From an invoice, you need to confirm the specific :guilabel:`Payment Way` " +"where you received the payment. Because of this, the :guilabel:`Payment Way`" +" field **cannot** be set as `99 - Por Definir (To Define)`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:432 +msgid "" +"If you are going to add a bank account number in the :guilabel:`Accounting` " +"tab of a customer's contact card, it must have a valid account number." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:436 +msgid "" "The exact configurations are in the `Anexo 20 of the SAT " "`_. " "Usually, the :guilabel:`Bank Account` needs to be 10 or 18 digits for " "transfers, 16 for credit or debit cards." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:419 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 msgid "" "If a payment is related to a signed invoice with the :guilabel:`Payment " "Policy` `PPD`, Odoo generates the corresponding payment complement " -"automatically once you press :guilabel:`Process Now`." +"automatically, once you click :guilabel:`Process Now`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "CFDI (4.0) E-invoicing service process payment now message." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:426 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 msgid "" -"A payment in MXN cannot be used to pay multiple invoices in USD. Rather, the" -" payment should be separated into multiple payments created using the " +"A payment in MXN **cannot** be used to pay multiple invoices in USD. " +"Instead, the payment should be separated into multiple payments, using the " ":guilabel:`Register Payment` button on the corresponding invoices." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:431 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:454 msgid "Invoice cancellations" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:433 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 msgid "" -"It is possible to cancel the EDI documents sent to the SAT. According to the" -" `Reforma Fiscal 2022 `_, since January 1st 2022, there are two requirements for " -"this:" +"It is possible to cancel the EDI documents sent to the |SAT|. According to " +"the `Reforma Fiscal 2022 `_, since January 1st, 2022, there are two " +"requirements for this:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:437 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 msgid "" -"With all cancellation requests, you have to specify a *cancellation reason*." +"With all cancellation requests, you **must** specify a *cancellation " +"reason*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:438 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:461 msgid "" -"After 24 hours have passed, the client must be asked to accept the " -"cancellation." +"After 24 hours have passed since the creation of the invoice, the client " +"**must** be asked to accept the cancellation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:440 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:464 msgid "" "There are four different cancellation reasons. In Odoo, you can cancel " "invoices with the reasons *01 Invoices sent with errors with a relation*, " "and *02 Invoices sent with errors without a relation*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:444 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:467 +msgid "" +"The following sections break down the process of canceling invoices for each" +" cancellation reason in Odoo." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:471 +msgid "" +"Odoo has certain limitations to canceling invoices in the |SAT|: The reasons" +" 03 and 04 (*Operation did not take place* and *Nominative transactions " +"related to a global invoice*, respectively) are not currently supported by " +"Odoo. For this, you need to cancel the invoice directly in the |SAT|, and " +"press :guilabel:`Retry` in the :guilabel:`SAT Status field`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 msgid "01 - invoices sent with errors with a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:446 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 msgid "" -"This cancellation motive has to be used when a new invoice needs to " -"substitute the original one, due to an error in any field." +"This cancellation reason must be used when a new invoice needs to substitute" +" the original one, due to an error in any field." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:449 -msgid "Copy the :guilabel:`Fiscal Folio` of the *old invoice*" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:450 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 msgid "" -"Paste it into the field :guilabel:`CFDI Origin` of the *new invoice*, " -"followed by a `04|`" +"Begin by navigating to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. Copy the :guilabel:`Fiscal Folio` " +"from the old invoice. Then, navigate to the new invoice, and in the " +":guilabel:`CFDI Origin` field, add the value `04|` and paste the " +":guilabel:`Fiscal Folio` of the old invoice after the value. Finally, sign " +"the new document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:451 -msgid "Sign the new document." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:487 +msgid "" +"Next, navigate back to the old invoice, and notice the " +":guilabel:`Substituted By` field is now available. Click the " +":guilabel:`Request EDI Cancellation` button on the old invoice, and then " +"click :guilabel:`Process Now` in the blue section that appears. The invoice " +"status changes to :guilabel:`Canceled`, and a confirmation is logged in the " +"chatter." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 +msgid "" +"Now, the invoice should be canceled in the |SAT| as well. You can confirm " +"this was done correctly, by pressing :guilabel:`Retry` in the |SAT| status " +"field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:495 +msgid "" +"If the document was canceled more than 24 hours after its creation, you may " +"need to ask the client to accept the cancellation in their “Buzón " +"Tributario” directly from the `SAT website `_." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 +msgid "" +"The `04|` is only a code that helps Odoo to perform this process. It has no " +"relation to the method 04 reason for cancellation." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Old invoice with CFDI Origin." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:456 -msgid "" -"Go back to the *old invoice*, the field :guilabel:`Substituted By` should " -"appear." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:457 -msgid "Click the :guilabel:`Request EDI Cancellation` button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:458 -msgid "" -"As if it were a regular invoice, a blue field then appears on the invoice. " -"Click :guilabel:`Process Now`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:460 -msgid "" -"The invoice status is moved to :guilabel:`Cancelled` and you receive a " -"confirmation in the chatter." -msgstr "" - #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 01 properly canceled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:466 msgid "" -"Now, the invoice should be canceled in the SAT too. You can confirm that " -"this was done correctly by pressing :guilabel:`Retry` in the SAT status " -"field." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:469 -msgid "" -"If the document was canceled after 24 hours, it is possible that the client " -"must be asked to accept the cancellation in their \"Buzón Tributario\"." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:473 -msgid "" -"The `04|` is only a code that helps Odoo to perform this process. It has no " -"relation to the method 04 reason for cancellation." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:477 -msgid "02 - invoices sent with errors without a relation" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:479 -msgid "" -"This cancellation motive has to be used when an invoice was sent with an " -"error in any field and does not need to be replaced by another one." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:482 -msgid "" -"For this case, all that is required is to click on :guilabel:`Request EDI " -"Cancellation`, and then press click the :guilabel:`Process Now` button." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Invoice 02 properly canceled." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:488 -msgid "" -"As the field :guilabel:`Substituted By` does not exist, the SAT should " -"detect automatically that the cancellation reason is 02." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:492 -msgid "" -"Odoo has certain limitations to canceling invoices in the SAT: The reasons " -"03 and 04 (*Operation did not take place* and *Nominative transactions " -"related to a global invoice*) are not currently supported by Odoo. For this," -" you need to cancel the invoice directly in the SAT and use a *Server " -"Action*." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:498 -msgid "Payment cancellations" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:500 -msgid "" -"It is also possible to cancel *Payment Complements*. For this, go to the " -"payment and select :guilabel:`Request EDI Cancellation`. As with invoices, a" -" blue button will appear. Select :guilabel:`Process now`, and the document " -"will be sent to the SAT. After a few seconds, you can press " -":guilabel:`Retry` to confirm the current SAT status." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:505 -msgid "The payment moves their status to :guilabel:`Cancelled`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:508 -msgid "" -"Just like invoices, when you create a new *Payment Complement*, you can add " -"the relation of the original document by adding a `04|` plus the fiscal " -"folio." +"Invoice with the Substituted By field referencing the CFDI Origin invoice." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:512 -msgid "Invoicing special use cases" +msgid "02 - invoices sent with errors without a relation" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:515 -msgid "CFDI to public" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:514 +msgid "" +"This cancellation reason has to be used when an invoice was sent with an " +"error in any field, and does not need to be replaced by another one." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:517 msgid "" +"For this case, navigate to :menuselection:`Accounting --> Customers --> " +"Invoices`, and select the old invoice. From here, the only requirement is to" +" click the :guilabel:`Request EDI Cancellation` button, and then click the " +":guilabel:`Process Now` button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:521 +msgid "" +"Because the field :guilabel:`Substituted By` does not appear when using this" +" cancellation reason, the |SAT| should automatically detect that the " +"cancellation reason is 02." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:525 +msgid "Payment cancellations" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:527 +msgid "" +"It is also possible to cancel *Payment Complements*. For this, go to the " +"payment, via :menuselection:`Accounting --> Customers --> Payments`, and " +"select :guilabel:`Request EDI Cancellation`. As with invoices, a blue button" +" will appear. Click :guilabel:`Process now`, and the document will be sent " +"to the |SAT|. After a few seconds, you can click :guilabel:`Retry` to " +"confirm the current |SAT| status." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:533 +msgid "Finally, the payment status is moved to :guilabel:`Cancelled`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:536 +msgid "" +"Just like invoices, when you create a new *Payment Complement*, you can add " +"the relation of the original document, by adding a `04|` plus the fiscal " +"folio in the :guilabel:`CFDI Origin` field." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:540 +msgid "Invoicing special use cases" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:543 +msgid "CFDI to public" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:545 +msgid "" "If the customer you are selling goods or services to does not require an " "invoice, a *CFDI to Public* has to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:520 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:548 msgid "" -"However, if you use the name `PUBLICO EN GENERAL`, an error will be " -"triggered. This is a main change in the CFDI 4.0 that states that invoices " -"with that specific name needs additional fields." +"If you use the :guilabel:`Customer` name `PUBLICO EN GENERAL`, an error will" +" be triggered. This is a main change in the CFDI 4.0 that requires invoices " +"with that specific name to need additional fields, which Odoo does not " +"currently support. So, for a *CFDI to Public* to be created, you need to add" +" any name to your customer that is **not** `PUBLICO EN GENERAL`. (For " +"example: `CLIENTE FINAL`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:523 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:553 msgid "" -"Odoo currently does not support this. So for a *CFDI to Public* to be " -"created, you need to add any name to your customer that is not `PUBLICO EN " -"GENERAL`. (For example `CLIENTE FINAL`)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:526 -msgid "" -"In addition to this, the zip code of your company, and the generic " -":guilabel:`RFC` ``XAXX010101000`` are needed. The :guilabel:`Fiscal Regime` " -"of your customer must be `Sin obligaciones fiscales`." +"In addition to this, it is required that the :guilabel:`ZIP` code of your " +"company is added, the generic |RFC| is set as `XAXX010101000`, and the " +":guilabel:`Fiscal Regime` of your customer must be set as: `Sin obligaciones" +" fiscales`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "CFDI to Public Error." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:535 -msgid "" -"The main currency in Mexico is MXN. While this is mandatory for all Mexican " -"companies, it is possible to send and receive invoices and payments in " -"different currencies. To do this, you can enable the use of " -":doc:`multicurrency " -"`. And select " -":guilabel:`Mexican Bank` as the service in :menuselection:`Accounting --> " -"Settings --> Currency`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:541 -msgid "" -"This way, in the XML file of the document you get the correct exchange rate " -"and the total amount both in the foreign currency and in MXN." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:544 -msgid "" -"It is highly recommended to use :doc:`a bank account for each currency " -"`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Multi-currency configuration." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:551 -msgid "" -"The only currencies that automatically update their exchange rate daily are " -"USD, EUR, GBP, and JPY." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:555 -msgid "Down payments" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:557 -msgid "" -"There can be cases where you receive a payment in advance from a customer, " -"that needs to be applied to an invoice later. In order to do this in Odoo, " -"it is required to properly link invoices to each other with the " -":guilabel:`CFDI Origin` field." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:561 -msgid "" -"It is necessary to have the :doc:`Sales ` app " -"installed." +msgid "CFDI to Public Customer field configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst:564 msgid "" +"The main currency in Mexico is MXN. While this is mandatory for all Mexican " +"companies, it is possible to send and receive invoices (and payments) in " +"different currencies. To enable the use of :doc:`multicurrency " +"<../accounting/get_started/multi_currency>`, navigate to the " +":menuselection:`Accounting --> Settings --> Currencies`, and set " +":guilabel:`Mexican Bank` as the :guilabel:`Service` in the " +":guilabel:`Automatic Currency Rates` section. Then, set the " +":guilabel:`Interval` field to the frequency you wish to update the exchange " +"rates." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +msgid "" +"This way, the XML file of the document will have the correct exchange rate, " +"and the total amount, in both the foreign currency and in MXN." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +msgid "" +"It is highly recommended to use :doc:`a bank account for each currency " +"<../accounting/bank/foreign_currency>`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:578 +msgid "" +"The only currencies that automatically update their exchange rate daily are:" +" USD, EUR, GBP, and JPY." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Multi-currency configuration in the Accounting settings." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:586 +msgid "Down payments" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +msgid "" +"There can be cases where you receive a payment in advance from a customer " +"that needs to be applied to an invoice later. In order to do this in Odoo, " +"it is required to properly link invoices to each other with the " +":guilabel:`CFDI Origin` field. To do so, it is necessary to have the " +":doc:`Sales <../../sales>` app installed." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +msgid "" "`The official documentation for registration of down payments in Mexico " "`_." msgstr "" "“墨西哥首付登记的官方文件”_。" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:567 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:597 msgid "" "First, navigate to the :menuselection:`Sales` app to create a product " -"`Anticipo` and configure it: the :guilabel:`Product Type` must be " -":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` `84111506 " -"Servicios de facturación`." +"`Anticipo` and configure it. The :guilabel:`Product Type` must be " +":guilabel:`Service`, and use the :guilabel:`UNSPSC Category` must be: " +"`84111506 Servicios de facturación`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:571 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:601 msgid "" "Then, go to :menuselection:`Sales --> Settings --> Invoicing --> Down " -"Payments` and add the product as the default." +"Payments`, and add the *Anticipo* product as the default." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:574 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 msgid "" "Create a sales order with the total amount, and create a down payment " "(either using a percentage or fixed amount). Then, sign the document, and " ":guilabel:`Register the Payment`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:577 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:607 msgid "" "When the time comes for the customer to get the final invoice, create it " -"again from the same sales order. In the :guilabel:`Create Invoices` wizard " -"select :guilabel:`Regular Invoice` and uncheck :guilabel:`Deduct down " +"again from the same sales order. In the :guilabel:`Create Invoices` wizard, " +"select :guilabel:`Regular Invoice`, and uncheck :guilabel:`Deduct down " "payments`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:581 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:611 msgid "" -"Then, copy the :guilabel:`Fiscal Folio` from the first invoice and paste it " -"into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " -"`07|`. Sign the document." +"Then, copy the :guilabel:`Fiscal Folio` from the first invoice, and paste it" +" into the :guilabel:`CDFI Origin` of the second invoice, adding the prefix " +"`07|` before the value. Then, sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:584 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:615 msgid "" "After this, create a credit note for the first invoice. Copy the " -":guilabel:`Fiscal Folio` from the second invoice and paste it in the " -":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Sign " -"the document." +":guilabel:`Fiscal Folio` from the second invoice, and paste it in the " +":guilabel:`CFDI Origin` of the credit note, adding the prefix `07|`. Then, " +"sign the document." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:588 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:619 msgid "" "With this, all electronic documents are linked to each other. The final step" " is to fully pay the new invoice. At the bottom of the new invoice, you can " -"find :guilabel:`Outstanding credits` in the credit note, add it as payment. " -"Finally, register the remaining amount with the :guilabel:`Register Payment`" -" wizard." +"find the credit note in the :guilabel:`Outstanding credits` - add it as " +"payment. Finally, register the remaining amount with the :guilabel:`Register" +" Payment` wizard." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:594 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 msgid "External trade" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:596 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:627 msgid "" "The external trade is a complement to a regular invoice that adds certain " -"values in both the XML and PDF, according to `SAT regulations " -"`_." +"values in both the XML and PDF, to invoices with a foreign customer " +"according to `SAT regulations " +"`_," +" such as:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:600 -msgid "" -"This adds certain mandatory fields to invoices with a foreign customer, such" -" as:" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:602 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:631 msgid "The specific address of the receiver and the sender" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:603 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:632 msgid "" "The addition of a :guilabel:`Tariff Fraction` that identifies the type of " "product" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:604 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:633 msgid "" "The correct :guilabel:`Incoterm` (International Commercial Terms), among " -"others." +"others (*certificate of origin* and *special units of measure*)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:606 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:636 msgid "" "This allows the correct identification of exporters and importers, in " "addition to expanding the description of the merchandise sold." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:609 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:639 msgid "" -"Since January 1st, 2018, it is a requirement for taxpayers who carry export " -"operations of A1 type. While the current CFDI is 4.0, the external trade is " -"currently on version 1.1" +"Since January 1, 2018, external trade is a requirement for taxpayers, who " +"carry export operations of type A1. While the current CFDI is 4.0, the " +"external trade is currently on version 1.1" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:612 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:642 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended` " "and :guilabel:`l10n_mx_edi_extended_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:616 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 msgid "" -"Before installing, make sure first that your business needs to use this " -"feature. Consult your accountant first if needed before doing any " -"modification." +"Before installing, make sure your business needs to use this feature. " +"Consult your accountant first, if needed, before installing any modules." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:625 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:655 msgid "" -"While the CFDI 4.0 requirements ask you to add a valid zip code in your " -"contact, the external trade complement adds as a mandatory field the " -":guilabel:`City` and the :guilabel:`State`. All three fields must coincide " -"with the `Official SAT Catalog `_ or you will receive an " -"error." +"To configure your company contact for external trade, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select your " +":guilabel:`Company`. While the CFDI 4.0 requirements ask you to add a valid " +":guilabel:`ZIP` code in your contact, the external trade complement adds the" +" requirement that your :guilabel:`City` and the :guilabel:`State` must also " +"be valid. All three fields must coincide with the `Official SAT Catalog " +"`_, or you will receive an error." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:630 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:662 msgid "" -"Add the :guilabel:`City` and :guilabel:`State` in the company's contract, " +"Add the :guilabel:`City` and :guilabel:`State` in the company's *contact*, " "not in the company itself. You can find your company's contact in " -":menuselection:`Accounting --> Customers --> Customers`" +":menuselection:`Accounting --> Customers --> Customers`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:634 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:666 msgid "" "The fields :guilabel:`Locality` and :guilabel:`Colony Code` are optional and" " can be added in the company directly in :menuselection:`Settings --> " -"General Settings --> Companies`. These two have to coincide with the data in" -" the SAT." +"General Settings --> Companies`. These two fields have to coincide with the " +"data in the |SAT|." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Optional External Trade Company fields." +msgid "Optional external trade company fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:641 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:674 msgid "" -"The contact data for the foreign receiving client must have the following " -"fields completed to avoid errors:" +"To configure the contact data for a foreign receiving client, navigate to " +":menuselection:`Accounting --> Customers --> Customers`, and select the " +"foreign client's contact. The contact must have the following fields " +"completed to avoid errors:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:644 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:678 msgid "" "The entire company :guilabel:`Address`, including a valid :guilabel:`ZIP` " "code and the foreign :guilabel:`Country`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:646 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:680 msgid "" "The format of the foreign :guilabel:`VAT` (tax identification number, for " "example: Colombia `123456789-1`)" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:648 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:682 msgid "" "In the :guilabel:`MX EDI` tab, you need to address if the customer receives " "goods for a period of time temporarily (:guilabel:`Temporary`) or " "permanently (:guilabel:`Definitive`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:650 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:686 msgid "" -"If you create this contact based in another from Mexico, make sure that you " -"delete any information in the field :guilabel:`Fiscal Regime`. Do not use " -":guilabel:`No Tax Breakdown` either." +"If the new contact was created by duplicating another existing contact from " +"Mexico, make sure to delete any carried over information from the " +":guilabel:`Fiscal Regime` field. In addition, do not enable the " +":guilabel:`No Tax Breakdown` option. Selecting this option hides mandatory " +"fields that are required for external trade contact configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Customer fields." +msgid "Required external trade customer fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:658 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:696 msgid "" -"In the resulting XML and PDF, the :guilabel:`VAT` is automatically replaced " -"by the generic VAT for abroad transactions: `XEXX010101000`." +"In the resulting XML and PDF files, the :guilabel:`VAT` is automatically " +"replaced by the generic VAT for abroad transactions: `XEXX010101000`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:664 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:702 msgid "" -"All products involved with external trade must fill four fields, two of them" -" exclusive to this feature." +"All products involved with external trade have four fields that are " +"required, two of them exclusive to external trade." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:667 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:705 msgid "" "The :guilabel:`Internal Reference` of the product is in the " ":guilabel:`General Information` tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:668 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 msgid "The :guilabel:`Weight` of the product must be more than `0`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:669 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:707 msgid "" "The `correct `_" " :guilabel:`Tariff Fraction` of the product in the :guilabel:`Accounting` " "tab." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:671 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:709 msgid "" "The :guilabel:`UMT Aduana` corresponds to the :guilabel:`Tariff Fraction`." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Required External Trade Product fields." +msgid "Required external trade product fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:677 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:716 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `01`, the correct " ":guilabel:`UMT Aduana` is `kg`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:679 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:718 msgid "" "If the UoM code of the :guilabel:`Tariff Fraction` is `06`, the correct " ":guilabel:`UMT Aduana` is `Units`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:683 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 msgid "Invoicing flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:685 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:724 msgid "" "Before creating an invoice, it is important to take into account that " "external trade invoices require to convert the amounts of your product into " -"USD. Therefore, we need to have :doc:`multicurrency enabled " -"` and activate " -"USD in the :guilabel:`Currencies` section. The correct :guilabel:`Service` " -"to run is :guilabel:`Mexican Bank`." +"USD. Therefore, :doc:`multicurrency " +"<../accounting/get_started/multi_currency>` **must** be enabled and *USD* " +"**must** be activated in the :guilabel:`Currencies` section. The correct " +":guilabel:`Service` to run is :guilabel:`Mexican Bank`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:691 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 msgid "" -"With the correct exchange rate set up in :menuselection:`Accounting --> " -"Settings --> Currency`, the only fields left are :guilabel:`Incoterm` and " -":guilabel:`Certificate Source` in the :guilabel:`Other Info` tab. The latter" -" is optional." +"Then, with the correct exchange rate set up in :menuselection:`Accounting " +"--> Settings --> Currency`, the only fields left are :guilabel:`Incoterm` " +"and the optional :guilabel:`Certificate Source` in the :guilabel:`Other " +"Info` tab." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "External Trade Other Info." +msgid "External trade Other Info tab of a product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:698 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:738 msgid "" -"Sign the invoice with the same process as a regular one: Press the " -":guilabel:`Process Now` button." +"Finally, sign the invoice with the same process as a regular invoice, and " +"click the :guilabel:`Process Now` button." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:701 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:742 msgid "Delivery guide" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:703 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:744 msgid "" "A `Carta Porte `_ is a bill of lading: a document that states the type, quantity, " "and destination of goods being carried." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:706 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:747 msgid "" "On December 1st, 2021, version 2.0 of this CFDI was implemented for all " "transportation providers, intermediaries, and owners of goods. Odoo is able " -"to generate a document type \"T\" (Traslado) which, unlike other documents, " -"is created in a delivery order instead of an invoice or payment." +"to generate a document type \"T\" (Traslado), which, unlike other documents," +" is created in a delivery order instead of an invoice or payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:710 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:751 msgid "" -"Odoo can create XML and PDF files with or without ground transport and can " -"process materials that are treated as *Dangerous Hazards*." +"Odoo can create XML and PDF files with (or without) ground transport, and " +"can process materials that are treated as *Dangerous Hazards*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:713 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 msgid "" "In order to use this feature, the modules :guilabel:`l10n_mx_edi_extended`, " ":guilabel:`l10n_mx_edi_extended_40`, :guilabel:`l10n_mx_edi_stock` and " ":guilabel:`l10n_mx_edi_stock_40` have to be installed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:717 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 msgid "" "In addition to this, it is necessary to have the :doc:`Inventory " -"` and :doc:`Sales " -"` apps configured." +"<../../inventory_and_mrp/inventory>` and :doc:`Sales <../../sales/sales>` " +"apps installed, as well." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:722 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 msgid "" -"Odoo does not support Carta Porte type \"I\" (Ingreso), air, or marine " -"transport. Consult your accountant first if this feature is needed before " -"doing any modifications." +"Odoo does not support Carta Porte type document type \"I\" (Ingreso), air, " +"or marine transport. Consult your accountant first if this feature is needed" +" before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:728 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:768 msgid "Odoo manages two different types of CFDI:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:730 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:770 msgid "" -"**No Federal Highways**: It is used when the *Distance to Destination* is " -"`less than 30 KM " +"**No Federal Highways**: Is used when the *Distance to Destination* is `less" +" than 30 KM " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:732 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:772 msgid "" -"**Federal Transport**: It is used when the *Distance to Destination* exceeds" -" 30 KM." +"**Federal Transport**: Is used when the *Distance to Destination* exceeds 30" +" KM." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:734 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:774 msgid "" -"Other than the standard requirements of regular invoicing (The RFC of the " -"customer, the UNSPSC code...), if you are using *No Federal Highways*, no " -"external configuration is needed." +"Other than the standard requirements of regular invoicing (The |RFC| of the " +"customer, the UNSPSC code, etc.), if you are using *No Federal Highways*, no" +" external configuration is needed." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:737 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:777 msgid "" "For *Federal Transport*, several configurations have to be added to " "contacts, vehicle setups, and products. Those configurations are added to " "the XML and PDF files." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:741 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:781 msgid "Contacts and vehicles" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:743 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:783 msgid "" -"Like with the external trade feature, the address in both your company and " -"your final customer has to be complete. The zip code, city, and state must " -"coincide with the `Official SAT Catalog `_" +"Like the external trade feature, the :guilabel:`Address` in both the company" +" and the final customer must be complete. The :guilabel:`ZIP` code, " +":guilabel:`City`, and :guilabel:`State` must coincide with the `Official SAT" +" Catalog for Carta Porte _`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:748 -msgid "The field :guilabel:`Locality` is optional for both addresses." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:788 +msgid "The field, :guilabel:`Locality`, is optional for both addresses." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Contacts." +msgid "Delivery guide contact configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:754 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:795 msgid "" "The origin address used for the delivery guide is set in " ":menuselection:`Inventory --> Configuration --> Warehouses Management --> " @@ -25211,7 +25891,7 @@ msgid "" "change it according to your correct warehouse address." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:758 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:799 msgid "" "Another addition to this feature is the :guilabel:`Vehicle Setups` menu " "found in :menuselection:`Inventory --> Settings --> Mexico`. This menu lets " @@ -25219,153 +25899,170 @@ msgid "" "order." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:762 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:803 msgid "All fields are mandatory to create a correct delivery guide." msgstr "" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:806 +msgid "" +"The fields, :guilabel:`Vehicle Plate Number` and :guilabel:`Number Plate`, " +"must contain between 5 to 7 characters." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:809 +msgid "" +"In the :guilabel:`Intermediaries` section, you must add the operator of the " +"vehicle. The only mandatory fields for this contact are the :guilabel:`VAT` " +"and :guilabel:`Operator Licence`." +msgstr "" + #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Vehicle Configurations required fields." +msgid "Delivery guide vehicle configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:767 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:819 msgid "" -"In the :guilabel:`Intermediaries` section, you need to add the operator of " -"the vehicle. The only mandatory fields for this contact are the " -":guilabel:`VAT` and :guilabel:`Operator Licence`." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:773 -msgid "" -"Like with regular invoicing, all products must have a :guilabel:`UNSPSC " +"Similar to regular invoicing, all products must have a :guilabel:`UNSPSC " "category`. In addition to this, there are two extra configurations for " "products involved in delivery guides:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:776 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:822 msgid "" "The :guilabel:`Product Type` must be set as :guilabel:`Storable Product` for" " stock movements to be created." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:778 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 msgid "" "In the :guilabel:`Inventory` tab, the field :guilabel:`Weight` should have " -"more than 0." +"more than `0`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +msgid "" +"Creating a delivery guide of a product with the value `0` will trigger an " +"error. As the :guilabel:`Weight` has been already stored in the delivery " +"order, it is needed to return the products, and create the delivery order " +"(and delivery guide) again with the correct amounts." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide Product Configurations." +msgid "Delivery guide product configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:784 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 msgid "Sales and inventory flow" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:786 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:838 msgid "" "To create a delivery guide, first, you need to create and confirm a sales " -"order. This generates a :guilabel:`Delivery` smart button. Press it and " -":guilabel:`Validate` the transfer." +"order from :menuselection:`Sales --> Sales Order`. This generates a " +":guilabel:`Delivery` smart button. Click it, and :guilabel:`Validate` the " +"transfer." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:789 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 msgid "" -"After the status is set to :guilabel:`Done`, you can edit the transfer and " +"After the status is set to :guilabel:`Done`, you can edit the transfer, and " "select the :guilabel:`Transport Type` (either :guilabel:`No Federal " "Highways` or :guilabel:`Federal Transport`)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:793 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:846 msgid "" "If your delivery guide has the type :guilabel:`No Federal Highways`, you can" -" save the transfer and then press :guilabel:`Generate Delivery Guide`. The " +" save the transfer, and then click :guilabel:`Generate Delivery Guide`. The " "resulting XML can be found in the chatter." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:797 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:850 msgid "" "Other than the :guilabel:`UNSPSC` in all products, delivery guides that use " ":guilabel:`No Federal Highways` do not require any special configuration to " "be sent to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:800 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:853 msgid "" -"If your delivery guide has the type :guilabel:`Federal Transport`, the tab " -":guilabel:`MX EDI` appears. In there, write a value in :guilabel:`Distance " -"to Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle " -"Setup` used for this delivery." +"If your delivery guide has the type, :guilabel:`Federal Transport`, the tab " +":guilabel:`MX EDI` appears. There, enter a value in :guilabel:`Distance to " +"Destination (KM)` bigger than `0`, and select the :guilabel:`Vehicle Setup` " +"used for this delivery." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide MX EDI tab configuration." +msgid "Delivery guide MX EDI tab configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:808 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 msgid "Dangerous hazards" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:810 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 msgid "" "Certain values in the :guilabel:`UNSPSC Category` are considered in the " "`official SAT catalog " "`_" -" as dangerous hazards. These categories need additional considerations when " -"creating a delivery guide with :guilabel:`Federal Transport`." +" as *dangerous hazards*. These categories need additional considerations " +"when creating a delivery guide with :guilabel:`Federal Transport`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:815 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:869 msgid "" -"In the product, the fields :guilabel:`Hazardous Material Designation Code " -"(MX)` and :guilabel:`Hazardous Packaging (MX)` must be filled with the " -"correct code from the |SAT| catalog." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:818 -msgid "" -"In the vehicle setup, the data from the :guilabel:`Environment Insurer` and " -":guilabel:`Environment Insurance Policy` has to be filed too." +"First, select your product from :menuselection:`Inventory --> Products --> " +"Products`. Then, in the :guilabel:`Accounting` tab, the fields " +":guilabel:`Hazardous Material Designation Code (MX)` and " +":guilabel:`Hazardous Packaging (MX)` must be filled with the correct code " +"from the |SAT| catalog." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Delivery Guide environment required fields." +msgid "Delivery guide hazardous material product required fields." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:824 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:877 msgid "" -"After this, continue with the regular process to create a delivery guide." +"In :menuselection:`Inventory --> Settings --> Mexico --> Vehicle Setup`, the" +" data from the :guilabel:`Environment Insurer` and :guilabel:`Environment " +"Insurance Policy` has to be filed, as well. After this, continue with the " +"regular process to create a delivery guide." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:827 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Delivery Guide environment insurer required fields." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 msgid "Customs numbers" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:829 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:888 msgid "" "A *customs declaration* (Pedimento Aduanero) is a fiscal document that " "certifies that all contributions to the fiscal entity (the |SAT|) has been " -"paid, for the import/export of goods." +"paid for, including the import/export of goods." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:832 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 msgid "" "According to the `Annex 20 " "`_ of CFDI" " 4.0, in documents where the invoiced goods come from a first-hand import " -"operation, the field :guilabel:`Customs Number` needs to be added to all " +"operation, the field, :guilabel:`Customs Number`, needs to be added to all " "lines of products involved with the operation." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:836 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:896 msgid "" -"For this, the module :guilabel:`l10n_mx_edi_landing` has to be installed, in" -" addition to the :doc:`Inventory " -"`, :doc:`Purchase " -"` and :doc:`Sales " -"` apps configured." +"To do so, the module :guilabel:`l10n_mx_edi_landing` must be installed, in " +"addition to the :doc:`Inventory <../../inventory_and_mrp/inventory>`, " +":doc:`Purchase <../../inventory_and_mrp/purchase>` and :doc:`Sales " +"<../../sales/sales>` apps." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:842 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:901 msgid "" "Do not confuse this feature with external trade. The customs numbers are " "directly related to importing goods, while the external trade complement is " @@ -25373,389 +26070,408 @@ msgid "" "needed before doing any modifications." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:849 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:908 msgid "" "In order to track the correct customs number for a specific invoice, Odoo " "uses :doc:`landed costs " -"`." +"<../../inventory_and_mrp/inventory/management/reporting/integrating_landed_costs>`." " Go to :menuselection:`Inventory --> Configuration --> Settings --> " -"Valuation`. Make sure that :guilabel:`Landed Costs` is activated." +"Valuation`, and make sure that the :guilabel:`Landed Costs` feature is " +"activated." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:854 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 msgid "" -"First, a *service*-type product called `Pedimento` has to be created. In the" -" :guilabel:`Purchase` tab, check :guilabel:`Is a Landed Cost` and select a " -":guilabel:`Default Split Method`." +"Begin by creating a *service*-type product called, `Pedimento`. In the " +":guilabel:`Purchase` tab, activate :guilabel:`Is a Landed Cost`, and select " +"a :guilabel:`Default Split Method`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:857 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 msgid "" -"After this, we need to configure the *storable products* that holds the " -"customs numbers. We need to make sure that the product category has the " -"following configuration:" +"Then, configure the *storable products* that hold the customs numbers. To do" +" so, create the storable products, and make sure the :guilabel:`Product " +"Category` has the following configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:860 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 msgid "" ":guilabel:`Costing Method`: Either :guilabel:`FIFO` or :guilabel:`AVCO`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:861 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:920 msgid ":guilabel:`Inventory Valuation`: :guilabel:`Automated`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:862 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:921 msgid ":guilabel:`Stock Valuation Account`: :guilabel:`115.01.01 Inventario`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:863 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:922 msgid ":guilabel:`Stock Journal`: :guilabel:`Inventory Valuation`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:864 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:923 msgid "" ":guilabel:`Stock Input Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:865 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 msgid "" ":guilabel:`Stock Output Account`: :guilabel:`115.05.01 Mercancías en " "tránsito`" msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Storable products configurations." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:871 -msgid "Purchase and sales flow" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:873 -msgid "" -"Create a :guilabel:`Purchase Order`, and confirm the order. This should " -"trigger a :guilabel:`Receipt` smart button. Validate the receipt too." +msgid "Storable products general configuration." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs Number Purchase." +msgid "Storable product category configuration." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:879 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:935 +msgid "Purchase and sales flow" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 msgid "" -"Go to :menuselection:`Inventory --> Operations --> Landed Costs` and create " -"a new record. Add the transfer that you just created, and both the product " -"`Pedimento` and :guilabel:`Customs number`." +"After you configure your product, follow the standard :doc:`purchase flow " +"<../../inventory_and_mrp/purchase>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:882 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:940 +msgid "" +"Create a purchase order from :menuselection:`Purchase --> Orders --> " +"Purchase Order`. Then, confirm the order to display a :guilabel:`Receipt` " +"smart button. Click on the :guilabel:`Receipt` smart button to " +":guilabel:`Validate` the receipt." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:944 +msgid "" +"Go to :menuselection:`Inventory --> Operations --> Landed Costs`, and create" +" a new record. Add the transfer that you just created, and both: the product" +" `Pedimento` and :guilabel:`Customs number`." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 msgid "" "Optionally, you can add a cost amount. After this, validate the landed cost." " Once :guilabel:`Posted`, all products related to that receipt have the " "customs number assigned." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:886 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:951 msgid "" -"You can only add the Pedimentos number once, so be careful when associating " -"the correct number with the transfer(s)." -msgstr "您只能添加一次山脚石编号，因此在将正确的数字与传输相关联时要小心。" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Customs number Inventory." +"You can only add the *Pedimentos* number **once**, so be careful when " +"associating the correct number with the transfer(s)." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:892 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Customs number on a landed costs Inventory record." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:958 msgid "" -"Now, create a sales order and confirm it. This should trigger a " +"Now, create a sales order, and confirm it. This should trigger a " ":guilabel:`Delivery` smart button. Validate it." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:895 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:961 msgid "" -"Finally, create an invoice from the sales order and confirm it. The invoice " -"line related to your product has a customs number in it." +"Finally, create an invoice from the sales order, and confirm it. The invoice" +" line related to your product has a customs number in it. This number should" +" match the customs number added in the *Landed Costs* record you created " +"earlier." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 msgid "Customs number on confirmed sales order product." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:902 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:970 msgid "Electronic accounting" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:904 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:972 msgid "" "For Mexico, `Electronic Accounting " "`_ refers to the obligation to keep accounting records and " -"entries through electronic means and to enter accounting information on a " -"monthly basis through the SAT's website." +"entries through electronic means, and to enter accounting information on a " +"monthly basis, through the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:909 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:977 msgid "It consists of three main XML files:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:911 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:979 msgid "" "The updated list of the chart of accounts that you are currently using." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:912 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:980 msgid "" -"A monthly trial balance, plus a closing entry report also known as *Trial " +"A monthly trial balance, plus a closing entry report, also known as: *Trial " "Balance Month 13*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:913 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 msgid "" -"Either optional or for a compulsory audit, an export of the journal entries " -"in your general ledger." +"Either optional, or for a compulsory audit, an export of the journal entries" +" in your general ledger." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:916 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:984 msgid "" "The resulting XML files follow the requirements of the `Anexo Técnico de " "Contabilidad Electrónica 1.3 " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:919 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:987 msgid "" "In addition to this, you can generate the `DIOT " "`_: A report of vendor's " -"journal entries that involves IVA taxes that can be exported in :file:`.txt`" -" file." +"journal entries that involve IVA taxes that can be exported in a " +":file:`.txt` file." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:924 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:992 msgid "" "In order to use these reports, the modules :guilabel:`l10n_mx_reports`, " ":guilabel:`l10n_mx_reports_closing`, :guilabel:`l10n_mx_xml_polizas` and " ":guilabel:`l10n_mx_xml_polizas_edi` have to be installed, as well as the " -":doc:`Accounting `." +":doc:`Accounting <../accounting/get_started>`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:929 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 msgid "" -"You can find all of those reports in :menuselection:`Accounting --> " -"Reporting --> Mexico`." +"You can find the *Chart of accounts*, *Trial Balance Month 13*, and *DIOT* " +"reports in :menuselection:`Accounting --> Reporting --> Mexico`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:932 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 msgid "" "The specific characteristics and obligations of the reports that you send " "might change according to your fiscal regime. Always contact your accountant" " before sending any documents to the government." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:937 -msgid "Catálogo de cuentas (chart of accounts)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:939 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 msgid "" -"The :doc:`chart of accounts " -"` in México " -"follows a specific pattern based in SAT's `Código agrupador de cuentas " +"The :doc:`chart of accounts <../accounting/get_started/chart_of_accounts>` " +"in México follows a specific pattern based on |SAT|'s' `Código agrupador de " +"cuentas " "`_." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:943 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1014 msgid "" -"You can create any account as long as it respects |SAT|'s encoding group, " -"This pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." +"You can create any account, as long as it respects |SAT|'s encoding group: " +"the pattern is `NNN.YY.ZZ` or `NNN.YY.ZZZ`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:947 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 msgid "Some examples are `102.01.99` or `401.01.001`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:949 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1020 msgid "" -"When you create a new account in :menuselection:`Accounting --> " -"Configuration --> Chart of Accounts`, if you follow this pattern, you get " -"the correct grouping code in :guilabel:`Tags`, and your account appears in " -"the COA report." +"When a new account is created in :menuselection:`Accounting --> " +"Configuration --> Chart of Accounts`, with the |SAT| encoding group pattern," +" the correct grouping code appears in :guilabel:`Tags`, and your account " +"appears in the *COA* report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:953 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 msgid "" -"Once you created all your accounts, and made sure that you put the correct " -":guilabel:`Tags` in them." +"Once you create all your accounts, make sure the correct :guilabel:`Tags` " +"are added." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:956 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1027 msgid "" "You cannot use any pattern that ends a section with a 0 (such as " "`100.01.01`, `301.00.003` or `604.77.00`). This triggers errors in the " "report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:959 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1030 msgid "" -"Once all is set up, you can go to :menuselection:`Accounting --> Reporting " -"--> Mexico --> COA` and press the button :guilabel:`SAT (XML)`." +"Once everything is set up, you can go to :menuselection:`Accounting --> " +"Reporting --> Mexico --> COA`, and click the :guilabel:`SAT (XML)` button to" +" generate an XML file containing all of your accounts, which will be ready " +"to upload to the |SAT| website." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:963 -msgid "Balanza de comprobación (trial balance)" -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:965 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 msgid "" "The trial balance reports the initial balance, credit, and total balance of " -"your accounts, provided that you added their correct encoding group." +"your accounts, provided that you added their correct :ref:`encoding group " +"`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:968 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1040 msgid "" -"This report can be generated monthly, and an XML file version is created if " -"you go to :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance` and press the button :guilabel:`SAT (XML)`. Select the month you " -"want to download beforehand." +"This report can be generated monthly, and a corresponding XML file is " +"created, if you go to :menuselection:`Accounting --> Reporting --> Mexico " +"--> Trial Balance`, and click the :guilabel:`SAT (XML)` button. Select the " +"month you want to download beforehand." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Report." +msgid "Trial balance report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:976 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1049 msgid "Odoo does not generate the *Balanza de Comprobación Complementaria*." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:978 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1051 msgid "" "An additional report is the *Month 13*: a closing balance sheet that shows " "any adjustments or movements made in the accounting to close the year." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:981 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1054 msgid "" -"In order to be able to generate this XML document, you have to go to " -":menuselection:`Accounting --> Accounting --> Miscellaneous --> Journal " -"Entries` and create a new document. Here, you can add all amounts that you " -"want to modify, and you can balance the debit and/or credit of each one." +"To generate this XML document, navigate to :menuselection:`Accounting --> " +"Accounting --> Miscellaneous --> Journal Entries`, and create a new " +"document. Here, add all amounts to modify, and balance the debit and/or " +"credit of each one." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:985 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1058 msgid "" -"After this is done, press :guilabel:`Mark as Closing Entry`, and the report " +"After this is done, click :guilabel:`Mark as Closing Entry`, and the report " "found in :menuselection:`Accounting --> Reporting --> Mexico --> Trial " -"Balance Month 13` contains the total amount of the year, plus all the " +"Balance Month 13`, contains the total amount of the year, plus all the " "additions of the journal entry." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:989 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1062 msgid "" -"You can generate the XML file by pressing the button :guilabel:`SAT (XML)`." +"The XML file is generated by pressing the :guilabel:`SAT (XML)` button." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Trial Balance Month 13 Setup." +msgid "Trial Balance Month 13 setup." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:995 -msgid "Pólizas (general ledger)" +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "Trial Balance Month 13 report." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:997 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1075 msgid "" -"By law, all transactions in Mexico must be recorded digitally. Because Odoo " +"By law, all transactions in Mexico must be recorded digitally. Since Odoo " "automatically creates all the underlying journal entries of your invoicing " -"and payments, you can export your journal entries to comply with SAT's " -"audits or tax refunds." +"and payments, you can export your journal entries to comply with |SAT|'s " +"audits and/or tax refunds." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1001 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1080 msgid "" -"This XML file is created in :menuselection:`Accounting --> Reporting --> " -"Audit Reports --> General Ledger`." +"You can filter by period, or by journal, according to your current needs." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1005 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1082 msgid "" -"You can filter by period or by journal, according to your current needs." +"To create the XML, go to :menuselection:`Accounting --> Reporting --> Audit " +"Reports --> General Ledger`, and click :guilabel:`XML (Polizas)`. Here, you " +"can select between four types of :guilabel:`Export` types:" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1007 -msgid "" -"After you press :guilabel:`XML (Polizas)`, a wizard appears. In here, you " -"can select between four types of :guilabel:`Export type`." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1086 +msgid ":guilabel:`Tax audit`" msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1010 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1087 +msgid ":guilabel:`Audit certification`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1088 +msgid ":guilabel:`Return of goods`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1089 +msgid ":guilabel:`Compensation`" +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1091 msgid "" -"For :guilabel:`Tax audit` or :guilabel:`Audit certification`, you need to " -"write the :guilabel:`Order Number` provided by the |SAT| for " -":guilabel:`Return of goods` or :guilabel:`Compensation`, you need to write " +"For :guilabel:`Tax audit`, or :guilabel:`Audit certification`, you need to " +"write the :guilabel:`Order Number` provided by the |SAT|. For " +":guilabel:`Return of goods`, or :guilabel:`Compensation`, you need to write " "your :guilabel:`Process Number`, also provided by the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "Types of Polizas." -msgstr "" - -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1018 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1097 msgid "" "If you want to see this report without sending it, use `ABC6987654/99` for " ":guilabel:`Order Number` and `AB123451234512` for :guilabel:`Process " "Number`." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1022 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1101 msgid "DIOT report" msgstr "DIOT报告" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1024 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1103 msgid "" "The DIOT (Declaración Informativa de Operaciones con Terceros / *Informative" " Declaration of Operations with Third Parties*) is an additional obligation " -"with the |SAT|, where we give the current status of our creditable and non-" -"creditable payments, withholdings and refunds of VAT from your vendor bills." +"with the |SAT|, where the current status of creditable and non-creditable " +"payments, withholdings, and refunds of VAT from your vendor bills, are " +"provided to the |SAT|." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1029 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1108 msgid "" -"Unlike other reports, this is uploaded to a software provided by the |SAT| " -"that contains the A-29 form. In Odoo, you can download the records of your " -"transactions in a :file:`.txt` file that you can upload to the form, " +"Unlike other reports, the |DIOT| is uploaded to a software provided by the " +"|SAT| that contains the A-29 form. In Odoo, you can download the records of " +"your transactions as a :file:`.txt` file that can be uploaded to the form, " "avoiding direct capture of this data." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1033 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1112 msgid "" -"This file contains the total amount of your payments registered in vendor " -"bills, broken down into the corresponding types of IVA. The :guilabel:`VAT` " -"and :guilabel:`Country` is mandatory for all vendors." +"The transactions file contains the total amount of your payments registered " +"in vendor bills, broken down into the corresponding types of IVA. The " +":guilabel:`VAT` and :guilabel:`Country` is mandatory for all vendors." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1037 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1116 msgid "" -"To get the report, go to :menuselection:`Accounting --> Reports --> Mexico " -"--> Transactions with third parties [DIOT]`. Select the month that suits " -"you, and press :guilabel:`DIOT (TXT)` to download the :file:`.txt` file." +"To get the |DIOT| report, go to :menuselection:`Accounting --> Reports --> " +"Mexico --> Transactions with third parties [DIOT]`. Select the month that " +"suits you, and click :guilabel:`DIOT (TXT)` to download the :file:`.txt` " +"file." msgstr "" #: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example." +msgid "A Vendor Bill that is In Payment." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1045 +#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 +msgid "DIOT (TXT) download button." +msgstr "" + +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:1129 msgid "" -"You need to fill the field :guilabel:`L10N Mx Type of Operation` in the " +"You need to fill the field, :guilabel:`L10N Mx Type of Operation`, in the " ":guilabel:`Accounting` tab of each one of your vendors to prevent validation" " errors. Make sure that your foreign customers have their country set up for" " :guilabel:`L10N Mx Nationality` to appear automatically." msgstr "" -#: ../../content/applications/finance/fiscal_localizations/mexico.rst-1 -msgid "DIOT Example contact." +#: ../../content/applications/finance/fiscal_localizations/mexico.rst:0 +msgid "DIOT information on a vendor contact." msgstr "" #: ../../content/applications/finance/fiscal_localizations/netherlands.rst:3 @@ -28599,7 +29315,7 @@ msgstr "`Adyen `_是一家荷兰公司，提供多种在 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:12 #: ../../content/applications/finance/payment_acquirers/mollie.rst:11 #: ../../content/applications/finance/payment_acquirers/ogone.rst:9 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:93 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:98 #: ../../content/applications/finance/payment_acquirers/sips.rst:12 #: ../../content/applications/finance/payment_acquirers/stripe.rst:12 msgid ":ref:`payment_acquirers/add_new`" @@ -28611,7 +29327,7 @@ msgstr "" #: ../../content/applications/finance/payment_acquirers/authorize.rst:51 #: ../../content/applications/finance/payment_acquirers/buckaroo.rst:47 #: ../../content/applications/finance/payment_acquirers/mollie.rst:31 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:162 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:167 #: ../../content/applications/finance/payment_acquirers/sips.rst:32 #: ../../content/applications/finance/payment_acquirers/stripe.rst:133 msgid ":doc:`../payment_acquirers`" @@ -29532,7 +30248,7 @@ msgstr "" "要允许您的客户保存信用卡凭证，以供之后使用，转到:menuselection:`配置-->别名-->我的别名信息`，在该选项卡中，您可以配置用户如何保存信用卡详细信息、信息保存时间、是否显示保存信用卡信息复选框等。" #: ../../content/applications/finance/payment_acquirers/ogone.rst:99 -#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:95 msgid "Settings in Odoo" msgstr "在Odoo上设置" @@ -29566,10 +30282,19 @@ msgid "" msgstr "" #: ../../content/applications/finance/payment_acquirers/paypal.rst:9 +msgid "" +"While PayPal is available in `over 200 countries/regions " +"`_, only `a selection " +"of currencies are supported " +"`_." +msgstr "" + +#: ../../content/applications/finance/payment_acquirers/paypal.rst:14 msgid "Settings in PayPal" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:11 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:16 msgid "" "To access your PayPal account settings, log into PayPal, open the " ":guilabel:`Account Settings`, and open the :guilabel:`Website payments` " @@ -29580,24 +30305,24 @@ msgstr "" msgid "PayPal account menu" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:19 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:24 msgid "" "Note that for PayPal to work **in Odoo**, the options :ref:`Auto Return " "`, :ref:`PDT `, and :ref:`IPN ` " "**must** all be enabled." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:25 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:30 msgid "Auto Return" msgstr "自动返回" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:27 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:32 msgid "" "The **Auto Return** feature automatically redirects customers to Odoo once " "the payment is processed." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:29 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:34 msgid "" "From :guilabel:`Website payments`, go to :menuselection:`Website preferences" " --> Update --> Auto return for website payments --> Auto return` and select" @@ -29606,17 +30331,17 @@ msgid "" ":guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:35 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 msgid "" "Any URL does the job. Odoo only needs the setting to be enabled since it " "uses another URL." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:40 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:45 msgid "Payment Data Transfer (PDT)" msgstr "支付数据传输(PDT)" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:42 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 msgid "" ":abbr:`PDT (Payment Data Transfer)` allows to receive payment confirmations," " displays the payment status to the customers, and verifies the authenticity" @@ -29624,7 +30349,7 @@ msgid "" "scroll down to :guilabel:`Payment data transfer` and select :guilabel:`On`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:47 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:52 msgid "" "PayPal displays your **PDT Identity Token** as soon as :ref:`Auto return " "` and :ref:`Payment Data Transfer (PDT) ` " @@ -29632,11 +30357,11 @@ msgid "" ":guilabel:`Payment data transfer` to display the token again." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:54 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:59 msgid "Instant Payment Notification (IPN)" msgstr "即时付款通知(IPN)" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:56 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:61 msgid "" ":abbr:`IPN (Instant Payment Notifications)` is similar to **PDT**, but " "allows for more notifications, such as chargeback notifications. To enable " @@ -29646,11 +30371,11 @@ msgid "" "(Enabled)`, and :guilabel:`Save`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:63 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:68 msgid "PayPal Account Optional" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:65 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:70 msgid "" "We advise not to prompt customers to log in with a PayPal account upon " "payment. It is better and more accessible for customers to pay with a " @@ -29659,11 +30384,11 @@ msgid "" ":guilabel:`PayPal account optional`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:71 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:76 msgid "Payment Messages Format" msgstr "支付信息格式" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:73 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:78 msgid "" "If you use accented characters (or anything other than primary Latin " "characters) for customer names or addresses, then you **must** configure the" @@ -29671,7 +30396,7 @@ msgid "" "not, some transactions fail without notice." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:77 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 msgid "" "To do so, go to `your production account `_. Then, click " @@ -29679,7 +30404,7 @@ msgid "" ":guilabel:`UTF-8`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:82 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:87 msgid "" "For Encrypted Website Payments & EWP_SETTINGS error, please check the " "`Paypal documentation `_。" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:85 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:90 msgid "" "Configure your :ref:`Paypal Sandbox account `, then follow " "this `link `_配置测试环境下的编码格式。" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:96 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:101 msgid "Credentials" msgstr "授权认证" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:98 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:103 msgid "" "Odoo needs your **API Credentials** to connect with your PayPal account. To " "do so, go to :menuselection:`Accounting --> Configuration --> Payment " @@ -29714,36 +30439,36 @@ msgid "" "credentials in the :guilabel:`Credentials` tab:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:102 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 msgid ":guilabel:`Email`: the login email address in Paypal;" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:103 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:108 msgid "" ":guilabel:`PDT Identity Token`: the key used to verify the authenticity of " "transactions;" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:104 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 msgid ":guilabel:`Use IPN`: enable for PayPal to work properly in Odoo." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:107 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:112 msgid "Save the :guilabel:`PDT Identity Token` for later use." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:109 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:114 msgid "" "To set the :guilabel:`PDT Identity Token`, switch to :ref:`developer mode " "` and retrieve the token by following the configuration " "steps at :ref:`paypal/pdt`." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:113 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:118 msgid "The PayPal **Merchant ID** is not required in Odoo." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:115 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 msgid "" "If you are trying PayPal as a test, using a :ref:`PayPal Sandbox account " "`, change the :guilabel:`State` to :guilabel:`Test Mode`. We" @@ -29751,31 +30476,31 @@ msgid "" "database." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:120 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:125 msgid "Extra fees" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:122 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:127 msgid "" "You can charge **extra fees** to customers choosing to pay with PayPal in " "order to cover the transaction fees PayPal charges you. Once redirected to " "Paypal, your customer sees an extra amount applied to the order amount." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:126 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 msgid "" "To activate this option, go to :menuselection:`Accounting --> Configuration " "--> Payment Acquirers` and select :guilabel:`PayPal`. Then, go to the " ":guilabel:`Fees` tab and tick the :guilabel:`Add Extra Fees` box." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:131 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:136 msgid "" "You can refer to `Paypal Fees `_ to set up fees." msgstr "您可以参考`Paypal费用`_设置费用。" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:133 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:138 msgid "" "`Traders in the EU " "`_ using " "your PayPal credentials, which creates two sandbox accounts:" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:148 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 msgid "" "A business account (to use as merchants, e.g., " "`pp.merch01-facilitator@example.com " "`_);" msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:150 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:155 msgid "" "A default personal account (to use as shoppers, e.g., " "`pp.merch01-buyer@example.com `_)." @@ -29814,7 +30539,7 @@ msgstr "" "默认个人账户（用作客户，例如，`pp.merch01-buyer@example.com " "`_）。" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:153 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:158 msgid "" "Log into PayPal sandbox using the merchant account and follow the same " "configuration instructions. Enter your sandbox credentials in Odoo " @@ -29824,7 +30549,7 @@ msgid "" "rather than your main database." msgstr "" -#: ../../content/applications/finance/payment_acquirers/paypal.rst:159 +#: ../../content/applications/finance/payment_acquirers/paypal.rst:164 msgid "Run a test transaction from Odoo using the sandbox personal account." msgstr "用沙盒个人账号从Odoo中运行一笔测试交易。" diff --git a/locale/zh_CN/LC_MESSAGES/general.po b/locale/zh_CN/LC_MESSAGES/general.po index cc30d534e..0c877f126 100644 --- a/locale/zh_CN/LC_MESSAGES/general.po +++ b/locale/zh_CN/LC_MESSAGES/general.po @@ -26,7 +26,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:47+0000\n" "Last-Translator: Chloe Wang, 2023\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -675,7 +675,7 @@ msgstr "" #: ../../content/applications/general/auth/google.rst:18 msgid ":doc:`/applications/productivity/calendar/google`" -msgstr "" +msgstr ":doc:`/applications/productivity/calendar/google`" #: ../../content/applications/general/auth/google.rst:19 #: ../../content/applications/general/email_communication/email_servers.rst:66 @@ -4007,8 +4007,8 @@ msgstr "应用内购买" msgid "" "In-App Purchases (IAP) gives access to additional services through Odoo. For" " instance, it allows you to send SMS Text Messages or to send Invoices by " -"post directly from my database." -msgstr "应用内购买（IAP）通过Odoo访问其他服务。例如，它允许您直接从我的数据库发送SMS文本消息或通过过帐发送发票。" +"post directly from your database." +msgstr "" #: ../../content/applications/general/in_app_purchase.rst:9 msgid "Buying Credits" @@ -4017,16 +4017,14 @@ msgstr "购买信用" #: ../../content/applications/general/in_app_purchase.rst:11 msgid "" "Each IAP Service relies on prepaid credits to work and has its own pricing. " -"To consult my current balance or to recharge my account, go to " +"To consult your current balance or to recharge your account, go to " ":menuselection:`Settings --> Odoo IAP --> View my Services`." msgstr "" -"每项IAP服务都需要预付费信用，并有自己的定价。如需查询我的当前余额或为我的账户重置，前往 :menuselection:`设置 --> Odoo " -"IAP --> 查看我的服务`。" #: ../../content/applications/general/in_app_purchase.rst:19 msgid "" -"If I am on Odoo Online and have the Enterprise version, I benefit from free " -"credits to test our IAP features." +"If you are on Odoo Online and have the Enterprise version, you benefit from " +"free credits to test our IAP features." msgstr "" #: ../../content/applications/general/in_app_purchase.rst:23 @@ -4054,12 +4052,11 @@ msgstr "IAP门户" #: ../../content/applications/general/in_app_purchase.rst:40 msgid "" -"The IAP Portal is a platform regrouping my IAP Services. It is accessible " +"The IAP Portal is a platform regrouping your IAP Services. It is accessible " "from :menuselection:`Settings app --> Odoo IAP --> View my Services`. From " -"there, I can view my current balance, recharge my credits, review my " -"consumption and set a reminder to when credits are low." +"there, you can view your current balance, recharge your credits and set a " +"reminder when your balance falls below a threshold." msgstr "" -"IAP门户是重组我的IAP服务的平台。访问路径为 :menuselection:`设置应用程序 --> Odoo IAP --> 查看我的服务`。" #: ../../content/applications/general/in_app_purchase.rst:48 msgid "Get notified when credits are low" @@ -4067,48 +4064,12 @@ msgstr "在信用降低后收到通知" #: ../../content/applications/general/in_app_purchase.rst:50 msgid "" -"To be notified when it’s time to recharge my credits, I’ll go to my IAP " -"Portal through :menuselection:`Settings app --> Odoo IAP --> View my " -"Services`, unfold a service and mark the Receive threshold warning option. " -"Then, I’ll provide a minimum amount of credits and email addresses. Now, " -"every time that the limit is reached, an automatic reminder will be sent to " -"by email!" -msgstr "" -"如要在需要充值时收到通知，通过 :menuselection:`设置应用程序 --> Odoo IAP --> " -"查看我的服务`进入我的IAP门户，展开服务并标记接收阈值警告选项。然后，我将填写信用的最低金额和电子邮件地址。现在，一旦信用达到规定限值，系统会自动向我发送电子邮件提醒！" - -#: ../../content/applications/general/in_app_purchase.rst:60 -msgid "IAP services available" -msgstr "可用的IAP服务" - -#: ../../content/applications/general/in_app_purchase.rst:62 -msgid "" -"Different services are available depending on the hosting type of your " -"Database:" -msgstr "根据数据库的托管类型，可以提供不同的服务：" - -#: ../../content/applications/general/in_app_purchase.rst:64 -msgid "" -"*Odoo Online*: only the IAP services provided by Odoo can be used (i.e. the " -"SMS, Snailmail, Reveal and Partner Autocomplete features);" -msgstr "" - -#: ../../content/applications/general/in_app_purchase.rst:66 -msgid "" -"*Odoo.sh and Odoo Enterprise (on-premise)*: both the services provided by " -"Odoo and by third-party apps can be used." -msgstr "*Odoo.sh和Odoo企业版（本地部署）* ：可同时使用Odoo和第三方应用程序提供的服务。" - -#: ../../content/applications/general/in_app_purchase.rst:70 -msgid "Offering my own services" -msgstr "提供我自己的服务" - -#: ../../content/applications/general/in_app_purchase.rst:72 -msgid "" -"I am more than welcome to offer my own IAP services through Odoo Apps! It is" -" the perfect opportunity to get recurring revenue for an ongoing service use" -" rather than — and possibly instead of — a sole initial purchase. Please, " -"find more information at: :doc:`/developer/howtos/provide_iap_services`." +"To be notified when it’s time to recharge your credits, you can go to your " +"IAP Portal through :menuselection:`Settings app --> Odoo IAP --> View my " +"Services`, unfold a service and check the Receive threshold warning option. " +"Then, you can provide a minimum amount of credits and email addresses. Now, " +"every time that the limit is reached, an automatic reminder will be sent by " +"email!" msgstr "" #: ../../content/applications/general/users.rst:5 diff --git a/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po b/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po index b6fcb357b..aea743f0c 100644 --- a/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po +++ b/locale/zh_CN/LC_MESSAGES/inventory_and_mrp.po @@ -8,28 +8,27 @@ # mrshelly , 2021 # 黎伟杰 <674416404@qq.com>, 2021 # liAnGjiA , 2021 -# Gary Wei , 2021 # Mandy Choy , 2021 # Jeana Jiang, 2022 -# diaojiaolou <124412206@qq.com>, 2022 # Emily Jia , 2022 # Raymond Yu , 2023 # John Lin , 2023 -# Datasource International , 2023 # Jeffery CHEN , 2023 # 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023 -# Wil Odoo, 2023 # Martin Trigaux, 2023 -# Chloe Wang, 2023 +# Datasource International , 2023 +# Gary Wei , 2023 +# diaojiaolou <124412206@qq.com>, 2023 +# Wil Odoo, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-09 08:39+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:48+0000\n" -"Last-Translator: Chloe Wang, 2023\n" +"Last-Translator: Wil Odoo, 2023\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -298,38 +297,50 @@ msgstr "如条码样式包含.*，表明它可包含任意数量的数字字符 msgid "GS1 barcode nomenclature" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 msgid "" -"`GS1 nomenclature `_ consolidates multiple pieces of" -" information in a single barcode. Each piece needs to follow a specific " -"barcode pattern—which is a defined format of numbers, letters, special " -"characters, and character length—to ensure proper interpretation of the " -"barcode. By scanning the barcode on an unopened box, GS1 nomenclature can " -"identify the product, lot number, number of units contained, and more." +"`GS1 nomenclature `_ consolidates various product " +"and supply chain data into a single barcode. Odoo takes in `unique Global " +"Trade Item Numbers `_ (GTIN), " +"purchased by businesses, to enable global shipping, sales, and eCommerce " +"product listing." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:12 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:17 +msgid "" +"Configure GS1 nomenclature to scan barcodes of sealed boxes and identify " +"essential product information, such as |GTIN|, lot number, quantity " +"information, and more." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +msgid "" +"|GTINs| are unique product identification that **must** be `purchased from " +"GS1 `_ to use GS1 barcodes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:25 msgid "" "`All GS1 barcodes `_" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:26 msgid "" ":ref:`Odoo's default GS1 rules `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:27 msgid "" ":ref:`Why's my barcode not working? `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:19 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:32 msgid "Set up barcode nomenclature" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:34 msgid "" "To use GS1 nomenclature, navigate to the :menuselection:`Inventory app --> " "Configuration --> Settings`. Then under the :guilabel:`Barcode` section, " @@ -340,472 +351,121 @@ msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 msgid "" -"Choose GS1 from dropdown and click the internal link to see the list of GS1 " +"Choose GS1 from dropdown and click the external link to see the list of GS1 " "rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:30 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:43 msgid "" -"To view and edit a list of GS1 *rules* and *barcode patterns* Odoo supports " -"by default, click the :guilabel:`➡️ (External link)` icon to the right of " -"the :guilabel:`Barcode Nomenclature` selection." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:33 -msgid "" -"Opening the pop-up table provides an editable view of GS1 :guilabel:`Rule " -"Names` available in Odoo. The table contains all the information that can be" -" condensed with a GS1 barcode, along with the corresponding " -":guilabel:`Barcode Pattern`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:38 -msgid "" -"After setting GS1 as the barcode nomenclature, :menuselection:`Barcode " -"Nomenclatures` can also be accessed by first enabling :ref:`developer mode " -"`. Navigate to :menuselection:`Inventory app --> " -"Configuration --> Barcode Nomenclatures` and finally, select " -":guilabel:`Default GS1 Nomenclature`." +"The list of GS1 *rules* and *barcode patterns* Odoo supports by default is " +"accessible by clicking the :guilabel:`➡️ (arrow)` icon to the right of the " +":guilabel:`Barcode Nomenclature` selection." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:46 -msgid "Use GS1 barcode" +msgid "" +"In the :guilabel:`Open: Nomenclature` pop-up table, view and edit the GS1 " +":guilabel:`Rule Names` available in Odoo. The table contains all the " +"information that can be condensed with a GS1 barcode, along with the " +"corresponding :guilabel:`Barcode Pattern`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:48 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:51 msgid "" -"To build GS1 barcodes in Odoo, combine multiple pieces of information using " -"the specified barcode pattern. The `application identifier " -"`_ (A.I.) " -"serves as the universal prefix for GS1 for barcode identification. Odoo uses" -" regular expressions to describe barcode patterns concisely. Each barcode " -"pattern begins with a required 2-4 digit :abbr:`A.I. (application " -"identifier)`, which corresponds to the rule defined in the system's " -":ref:`barcode nomenclature list `. By including the appropriate :abbr:`A.I. (application " -"identifier)` from the list, Odoo can accurately interpret GS1 barcodes. " -"While most barcode patterns have a flexible length, some specific patterns, " -"such as barcodes for dates, have defined length requirements." +"After setting GS1 as the barcode nomenclature, the :menuselection:`Barcode " +"Nomenclatures` settings can also be accessed by a hidden menu that's " +"discoverable after enabling :ref:`developer mode `. Once " +"enabled, navigate to the :menuselection:`Inventory app --> Configuration -->" +" Barcode Nomenclatures` menu and finally, select :guilabel:`Default GS1 " +"Nomenclature`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:60 -msgid "" -"Use the FNC1 separator (`\\x1D`) to end the barcode without needing to reach" -" the maximum character length." +msgid "Use GS1 barcodes in Odoo" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:62 msgid "" -"Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " -"and rules to follow. Otherwise, the following section contains examples of " -"how to generate a barcode for common items in a warehouse." +"For product identification using GS1 barcodes in Odoo, businesses obtain a " +"`unique GTIN `_ as an " +"internationally distinct product identifier purchased from GS1. This |GTIN| " +"is combined with specific product details following GS1's designated " +"*barcode pattern*. The barcode pattern's arrangement of numbers and letters " +"must adhere to GS1 conventions for accurate interpretation by global systems" +" along the supply chain." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:68 -msgid "Product + quantity + lot" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:70 msgid "" -"To build a GS1 barcode for a box that contains a product, number of units in" -" it, and the lot number, the following barcode patterns are used:" +"Every barcode starts with a 2-4 digit `application identifier " +"`_ (A.I.). " +"This required prefix universally indicates what kind of information the " +"barcode contains. Odoo follows GS1 rules for identifying information, as " +"detailed in the :ref:`default GS1 rules list `. Including the relevant |AI| from the list enables " +"Odoo to correctly interpret GS1 barcodes. While most barcode patterns have a" +" fixed length requirement, certain ones, such as lots and serial numbers, " +"have flexible length." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Name" -msgstr "名称" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Rule Name" -msgstr "规则名称" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "A.I." +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:77 +msgid "" +"For flexible-length barcode patterns not placed at the end of the GS1 " +"barcode, use the FNC1 separator (`\\\\x1D`) to end the barcode." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 -msgid "Barcode Pattern" -msgstr "条码模式" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:74 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:188 -msgid "Field in Odoo" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:80 +msgid "" +"Example: The barcode pattern for lot numbers is 20 characters long. Instead " +"of creating a 20-character lot number barcode, like `LOT00000000000000001`, " +"use the FNC1 separator to make it shorter: `LOT001\\x1D`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "Product" -msgstr "产品" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "Global Trade Item Number (GTIN)" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:84 +msgid "" +"Refer to the :ref:`GS1 nomenclature list ` to see a comprehensive list of all barcode patterns " +"and rules to follow. Otherwise, refer to :ref:`this GS1 usage doc " +"` for specific examples of combining |GTIN| to" +" product information and configuring the workflow." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -msgid "01" -msgstr "01" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid "(01)(\\\\d{14})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:76 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:190 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -msgid ":guilabel:`Barcode` field on product form" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 -msgid "Quantity" -msgstr "数量" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "Variable count of items" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -msgid "30" -msgstr "30" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -msgid "(30)(\\\\d{0,8})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:79 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid ":guilabel:`Units` field on transfer form" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "Lot Number" -msgstr "批次号码" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -msgid "Batch or lot number" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "10" -msgstr "10" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:81 -msgid ":guilabel:`Lot` on Detailed Operations pop-up" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:88 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 -#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:51 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:9 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:42 -#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 -#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:9 -#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 -msgid "Configuration" -msgstr "基础配置" - #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:90 -msgid "" -"To track products using lots, first enable the :ref:`Lots and Serial Numbers" -" ` feature. To do so, navigate " -"to :menuselection:`Inventory app --> Configuration --> Settings`. Next, " -"under the :guilabel:`Traceability` heading, check the box for " -":guilabel:`Lots & Serial Numbers`." +msgid ":ref:`Lots workflow `" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:91 +msgid ":ref:`Non-unit quantities workflow `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:96 +msgid "Create rules" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:98 msgid "" -"Then, set up the product barcode by navigating to the intended product form " -"in :menuselection:`Inventory app --> Products --> Products` and selecting " -"the product. On the product form, click :guilabel:`Edit`. Then, in the " -":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " -"with the 14-digit `Global Trade Item Number (GTIN) " -"`_, which is a universal and " -"unique identifying number from GS1." +"GS1 rules are a specific format of information contained in the barcode, " +"beginning with an |AI| and containing a defined length of characters. " +"Scanning GS1 barcodes from the :ref:`default GS1 list " +"` auto-fills corresponding" +" data in the Odoo database." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:103 msgid "" -"On the product form, omit the :abbr:`A.I. (application identifier)` `01` for" -" GTIN product barcode pattern, as it is only used to encode multiple " -"barcodes into a single barcode that contains detailed information about the " -"package contents." +"Adding GS1 barcode rules in Odoo ensures accurate interpretation of unique, " +"non-standard GS1 formats." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:106 msgid "" -"To create a barcode for the product, `Fuji Apple`, enter the 14-digit GTIN " -"`12345678901231` in the :guilabel:`Barcode` field on the product form." +"To do so, begin by turning on :ref:`developer mode ` and " +"navigating to the :guilabel:`Barcode Nomenclatures` list in " +":menuselection:`Inventory app --> Configuration --> Barcode Nomenclatures`. " +"Then, select the :guilabel:`Default GS1 Nomenclature` list item." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Enter 14-digit GTIN into the Barcode field on product form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:116 -msgid "" -"It is also possible to view a list of all products and barcodes. To access " -"this list, go to :menuselection:`Inventory --> Configuration --> Settings`. " -"Under the :guilabel:`Barcode` heading, click on the :guilabel:`Configure " -"Product Barcodes` button under the :guilabel:`Barcode Scanner` section. " -"Enter the 14-digit GTIN into the :guilabel:`Barcode` column, then click " -":guilabel:`Save`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "View the Product Barcodes page from inventory settings." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 -msgid "" -"Next, enable lots and serial number tracking on the product. Select the " -":guilabel:`Inventory` tab on the product form. Under :guilabel:`Tracking`, " -"choose the :guilabel:`By Lots` radio button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "" -"Enable product tracking by lots in the \"Inventory\" tab of the product " -"form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:136 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:198 -msgid "Scan barcode on receipt" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 -msgid "" -"To ensure accurate lot interpretation in Odoo on product barcodes scanned " -"during a receipt operation, navigate to the :menuselection:`Barcode` app to " -"manage the :ref:`receipt picking process `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 -msgid "" -"From the :guilabel:`Barcode Scanning` dashboard, click the " -":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " -"the list of vendor receptions to process. Receipts generated from :abbr:`POs" -" (Purchase Orders)` are listed, but new receipt operations can also be " -"created directly through the :menuselection:`Barcode` app using the " -":guilabel:`Create` button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:147 -msgid "" -"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" -" product barcodes and lot numbers with a barcode scanner. The scanned " -"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " -"open a window and manually enter quantities for specific lot numbers." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:153 -msgid "" -"After placing a :abbr:`PO (Purchase Order)` for 50 apples, navigate to the " -"associated receipt. Scan the product barcode, and Odoo will prompt for the " -"lot number." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "" -"Scan the barcode for a product on the reception picking page in the " -"*Barcode* app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:160 -msgid "" -"Scan the lot number to process 1 of 50 apples. To avoid scanning 49 " -"remaining barcodes, click the :guilabel:`✏️ (pencil)` button next to the " -"desired lot number." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan lot number and click the pencil to edit quantities." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:167 -msgid "" -"Doing so opens a mobile-friendly keypad page to specify received quantities." -" Use the keypad to specify the :guilabel:`Units` for the lot number. When " -"finished, click :guilabel:`Confirm`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Change scanned quantities using pencil button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:174 -msgid "" -"Repeat this process to specify additional lot numbers and quantities in this" -" receipt. Once the :guilabel:`Units` are all accounted for, finish the " -"reception by clicking the :guilabel:`Validate` button." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:178 -msgid "" -"Alternatively, scan the barcode containing the product, lot number, and " -"quantity to complete the receipt operation in fewer steps." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:182 -msgid "Product + non-unit quantity" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:184 -msgid "" -"To build a GS1 barcode that contains products measured in a non-unit " -"quantity, like kilograms, for example, the following barcode patterns are " -"used:" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "Quantity in kilograms" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -msgid "310[0-5]" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:193 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -msgid "(310[0-5])(\\\\d{6})" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 -msgid "" -"To confirm that quantities are correctly interpreted in Odoo, place an order" -" in the *Purchase* app using the appropriate unit of measure " -"(:guilabel:`UoM`) for the quantity of products to be purchased." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:205 -msgid "" -":ref:`Simplify vendor unit conversions with UoMs `" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:207 -msgid "" -"After the order is placed, navigate to the :menuselection:`Barcode` app to " -":ref:`receive the vendor shipment `." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 -msgid "" -"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " -"peaches by scanning the barcode. If `52.1 / 52.1` :guilabel:`kg` appears on " -"the page, this means the reception was processed without issue. Finally, " -"press :guilabel:`Validate`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 -msgid "" -"Note: the :abbr:`A.I. (application identifier)` for kilograms, `310` + `1`, " -"was used to represent `52.1` kg as a barcode: `000521`. This is because the " -"`1` represents how many digits from the right to place the decimal point." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:0 -msgid "Scan barcode screen for a reception operation in the Barcode app." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 -msgid "" -"For additional verification purposes, the quantities of received products " -"are also recorded on the :guilabel:`Product Moves` report, accessible by " -"navigating to :menuselection:`Inventory app --> Reporting --> Product " -"Moves`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:227 -msgid "" -"The items on the :guilabel:`Product Moves` report are grouped by product by " -"default. To confirm the received quantities, click on a product line to open" -" its collapsible drop-down menu, which displays a list of *stock move lines*" -" for the product. The latest stock move matches the warehouse reception " -"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " -"scan, demonstrating that the records processed in the *Barcode* app were " -"properly stored in *Inventory*." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst-1 -msgid "Reception stock move record for 52.1 kg of peaches." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:240 -msgid "Create rules" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:242 -msgid "" -"If a supplier uses a GS1 barcode with a field not supported by Odoo's " -":ref:`default GS1 list `, " -"Odoo will fail to interpret the entire barcode. To ensure the complete " -"reading of the barcode, it is necessary to add the missing barcode to Odoo's" -" list." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:248 -msgid "" -"While the new field will be read, the information won't link to an existing " -"field in Odoo without developer customizations. However, adding new rules is" -" still useful to ensure the rest of the fields in the barcode are " -"interpreted correctly." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:252 -msgid "" -"Begin by turning on :ref:`developer mode ` and navigating to" -" the :guilabel:`Barcode Nomenclatures` list in :menuselection:`Inventory app" -" --> Configuration --> Barcode Nomenclatures`. Then, select the " -":guilabel:`Default GS1 Nomenclature` list item." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:256 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:110 msgid "" "On the :guilabel:`Default GS1 Nomenclature` page, select :guilabel:`Add a " "line` at the bottom of the table, which opens a window to create a new rule." @@ -821,24 +481,24 @@ msgid "" "about the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:266 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:120 msgid "" "After filling in the information, click the :guilabel:`Save & New` button to" " make another rule or click :guilabel:`Save & Close` to save and return to " "the table of rules." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:272 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:126 msgid "Barcode troubleshooting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:274 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:128 msgid "" "Since GS1 barcodes are challenging to work with, here are some checks to try" " when the barcodes are not working as expected:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:277 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:131 msgid "" "Ensure that the :guilabel:`Barcode Nomenclature` setting is set as " ":menuselection:`Default GS1 Nomenclature`. Jump to the :ref:`nomenclature " @@ -846,7 +506,7 @@ msgid "" "details." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:280 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:134 msgid "" "Ensure that the fields scanned in the barcode are enabled in Odoo. For " "example, to scan a barcode containing lots and serial numbers, make sure the" @@ -855,7 +515,7 @@ msgid "" "`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:284 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:138 msgid "" "Omit punctuation such as parentheses `()` or brackets `[]` between the " ":abbr:`A.I. (Application Identifier)` and the barcode sequence. These are " @@ -864,7 +524,7 @@ msgid "" " to :ref:`this section `." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:288 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:142 msgid "" "When a single barcode contains multiple encoded fields, Odoo requires all " "rules to be listed in the barcode nomenclature for Odoo to read the barcode." @@ -872,11 +532,39 @@ msgid "" "add new rules in the barcode nomenclature." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:295 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:146 +msgid "" +"Test barcodes containing multiple encoded fields, piece by piece, to figure " +"out which field is causing the issue." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:150 +msgid "" +"When testing a barcode containing the |GTIN|, lot number, and quantity, " +"start by scanning the |GTIN| alone. Then, test the |GTIN| with the lot " +"number, and finally, try scanning the whole barcode." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:154 +msgid "" +"After diagnosing the encoded field is unknown, :ref:`add new rules " +"` to Odoo's default list to recognize " +"GS1 barcodes with unique specifications." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:159 +msgid "" +"While the new field will be read, the information won't link to an existing " +"field in Odoo without developer customizations. However, adding new rules is" +" necessary to ensure the rest of the fields in the barcode are interpreted " +"correctly." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:166 msgid "GS1 nomenclature list" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:297 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:168 msgid "" "The table below contains Odoo's default list of GS1 rules. Barcode patterns " "are written in regular expressions. Only the first three rules require a " @@ -884,299 +572,793 @@ msgid "" "final character." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Rule Name" +msgstr "规则名称" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Type" msgstr "类型" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Barcode Pattern" +msgstr "条码模式" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "GS1 Content Type" msgstr "GS1内容类型" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:302 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:173 msgid "Odoo field" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Serial Shipping Container Code" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package" msgstr "服务包" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "(00)(\\\\d{18})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "Numeric identifier" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:304 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:175 msgid "Package name" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:306 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Global Trade Item Number (GTIN)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Unit Product" msgstr "单位产品" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "(01)(\\\\d{14})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid ":guilabel:`Barcode` field on product form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "GTIN of contained trade items" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "(02)(\\\\d{14})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:309 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:180 msgid "Packaging" msgstr "包装" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "Ship to / Deliver to global location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Destination location" msgstr "目的位置" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:312 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:183 msgid "(410)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Ship / Deliver for forward" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "(413)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:315 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:186 msgid "Source location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "I.D. of a physical location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 msgid "Location" msgstr "位置" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:318 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:189 msgid "(414)(\\\\d{13})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Batch or lot number" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Lot" msgstr "批次" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 msgid "(10) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:320 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:191 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Alpha-numeric name" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "Serial number" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:323 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:194 msgid "(21) ([!\"%-/0-9:-?A-Z_a-z]{0,20})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Packaging Date" msgstr "包装日期" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "(13)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Date" msgstr "日期" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:326 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:197 msgid "Pack date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before Date" msgstr "在此日期前食用" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "(15)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:329 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:200 msgid "Best before date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration date (YYMMDD)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiration Date" msgstr "有效期" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "(17)(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:332 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:203 msgid "Expiry date" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Variable count of items" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "Quantity" +msgstr "数量" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +msgid "(30)(\\\\d{0,8})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Measure" msgstr "测量" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:335 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:206 msgid "UoM: Units" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Count of trade items" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "(37)(\\\\d{0,8})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:337 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:208 msgid "Qty in units for containers (AI 02)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Net weight: kilograms (kg)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:340 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "(310[0-5])(\\\\d{6})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:211 msgid "Qty in kg" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Length in meters (m)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "(311[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:342 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:213 msgid "Qty in m" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Net volume: liters (L)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "(315[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:344 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:215 msgid "Qty in L" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Net volume: cubic meters (m\\ :sup:`3`)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "(316[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:346 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:217 msgid "Qty in m\\ :sup:`3`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Length in inches (in)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "(321[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:348 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:219 msgid "Qty in inches" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Net weight/volume: ounces (oz)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "(357[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:350 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:221 msgid "Qty in oz" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Net volume: cubic feet (ft\\ :sup:`3`)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "(365[0-5])(\\\\d{6})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:352 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:223 msgid "Qty in ft\\ :sup:`3`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging type" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Packaging Type" msgstr "包装类型" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "(91) ([!\"%-/0-9:-?A-Z_a-z]{0,90})" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:354 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_nomenclature.rst:225 msgid "Package type" msgstr "包裹类型" +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:3 +msgid "GS1 barcode usage" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:10 +msgid "" +"GS1 barcodes provide a standardized format that barcode scanners can " +"interpret. They encode information in a :ref:`specific structure recognized " +"globally `, allowing scanners to understand and " +"process supply chain data consistently." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:14 +msgid "" +"Odoo *Barcode* interprets and prints GS1 barcodes, automating product " +"identification and tracking in warehouse operations such as receiving, " +"picking, and shipping." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:17 +msgid "" +"The following sections contain examples of how Odoo uses GS1 barcodes " +"provided by the business to identify common warehouse items and automate " +"certain warehouse workflows." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:21 +msgid "" +"Odoo **does not** create GS1 barcodes. Businesses must purchase a unique " +"Global Trade Item Number (GTIN) from GS1. Then, they can combine their " +"existing GS1 barcodes with product and supply chain information (also " +"provided by GS1) to create barcodes in Odoo." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:26 +msgid "`Purchase GTINs `_" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:27 +msgid ":ref:`GS1 nomenclature `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:32 +msgid "Configure barcodes for product, quantity, and lots" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:34 +msgid "" +"To build a GS1 barcode that contains information about a product, its " +"quantities, and the lot number, the following barcode patterns and " +"Application Identifiers (A.I.) are used:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Name" +msgstr "名称" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "A.I." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:166 +msgid "Field in Odoo" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +msgid "Product" +msgstr "产品" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:40 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:135 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:168 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:203 +msgid "01" +msgstr "01" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:139 +msgid "30" +msgstr "30" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid ":guilabel:`Units` field on transfer form" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "Lot Number" +msgstr "批次号码" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:143 +msgid "10" +msgstr "10" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid "(10)([!\"%-/0-9:-?A-Z_a-z]{0,20})" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:45 +msgid ":guilabel:`Lot` on Detailed Operations pop-up" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/setup/software.rst:14 +#: ../../content/applications/inventory_and_mrp/inventory/management/misc/wave_transfers.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/uom.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/delivery_three_steps.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/management/shipments_deliveries/receipts_three_steps.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/resupply_warehouses.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/cross_dock.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:18 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/putaway.rst:84 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/invoicing.rst:16 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/label_type.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/labels.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/operation/multipack.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/delivery_method.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/shipping/setup/third_party_shipper.rst:14 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/subcontracting.rst:23 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/work_center_time_off.rst:15 +msgid "Configuration" +msgstr "基础配置" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:54 +msgid "" +"First, :ref:`enable product tracking using lots " +"` by navigating to " +":menuselection:`Inventory app --> Configuration --> Settings`, and checking " +"the box for :guilabel:`Lots & Serial Numbers` under the " +":guilabel:`Traceability` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:58 +msgid "" +"Then, set up the product barcode by navigating to the intended product form " +"in :menuselection:`Inventory app --> Products --> Products` and selecting " +"the product. On the product form, click :guilabel:`Edit`. Then, in the " +":guilabel:`General Information` tab, fill in the :guilabel:`Barcode` field " +"with the unique 14-digit `Global Trade Item Number (GTIN) " +"`_, which is a universally " +"recognized identifying number that is provided by GS1." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:66 +msgid "" +"On the product form, omit the |AI| `01` for |GTIN| product barcode pattern, " +"as it is only used to encode multiple barcodes into a single barcode that " +"contains detailed information about the package contents." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:72 +msgid "" +"To record the GS1 barcode for the product, `Fuji Apple`, enter the 14-digit " +"|GTIN| `20611628936004` in the :guilabel:`Barcode` field on the product " +"form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Enter 14-digit GTIN into the Barcode field on product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:80 +msgid "" +"To view a list of *all* products and their corresponding barcodes in the " +"Odoo database, navigate to :menuselection:`Inventory app --> Configuration " +"--> Settings`. Under the :guilabel:`Barcode` heading, click on the " +":guilabel:`Configure Product Barcodes` button under the :guilabel:`Barcode " +"Scanner` section. Enter the 14-digit |GTIN| into the :guilabel:`Barcode` " +"column, then click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "View the Product Barcodes page from inventory settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:92 +msgid "" +"After activating tracking by lots and serial numbers from the settings page," +" specify that this feature is to be applied on each product by navigating to" +" the :guilabel:`Inventory` tab on the product form. Under " +":guilabel:`Tracking`, choose the :guilabel:`By Lots` radio button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "" +"Enable product tracking by lots in the \"Inventory\" tab of the product " +"form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:176 +msgid "Scan barcode on receipt" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:103 +msgid "" +"To ensure accurate lot interpretation in Odoo on product barcodes scanned " +"during a receipt operation, navigate to the :menuselection:`Barcode` app to " +"manage the :ref:`receipt picking process `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:107 +msgid "" +"From the :guilabel:`Barcode Scanning` dashboard, click the " +":guilabel:`Operations` button, then the :guilabel:`Receipts` button to view " +"the list of vendor receipts to process. Receipts generated from :abbr:`POs " +"(Purchase Orders)` are listed, but new receipt operations can also be " +"created directly through the :menuselection:`Barcode` app using the " +":guilabel:`Create` button." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:112 +msgid "" +"On the list of receipts, click on the warehouse operation (`WH/IN`) and scan" +" product barcodes and lot numbers with a barcode scanner. The scanned " +"product then appears on the list. Use the :guilabel:`✏️ (pencil)` button to " +"open a window and manually enter quantities for specific lot numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:118 +msgid "" +"After placing a :abbr:`PO (Purchase Order)` for fifty apples, navigate to " +"the associated receipt in the *Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:121 +msgid "" +"Scan the barcode containing the |GTIN|, quantity, and lot number. For " +"testing with a barcode scanner, below is an example barcode for the fifty " +"Fuji apples in Lot 2." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:129 +msgid "50 Fuji apples in Lot0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:199 +msgid "2D Matrix" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"2D matrix of GS1 barcode of 50 fuji apples with an assigned lot number." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:134 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:202 +msgid "|AI| (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:204 +msgid "GS1 Barcode (product)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:137 +msgid "20611628936004" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:138 +msgid "|AI| (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:208 +msgid "GS1 Barcode (quantity)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:141 +msgid "00000050" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:142 +msgid "|AI| (lot)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:144 +msgid "GS1 Barcode (lot #)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:145 +msgid "LOT0002" +msgstr "LOT0002" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:146 +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:210 +msgid "Full GS1 barcode" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:147 +msgid "0120611628936004 3000000050 10LOT0002" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:149 +msgid "" +":ref:`If the configuration is correct `," +" `50/50` :guilabel:`Units` processed will be displayed and the " +":guilabel:`Validate` button turns green. Click the :guilabel:`Validate` " +"button to complete the reception." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "" +"Scan the barcode for a product on the reception picking page in the " +"*Barcode* app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:160 +msgid "Configure barcode for product and non-unit quantity" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:162 +msgid "" +"To build a GS1 barcode that contains products measured in a non-unit " +"quantity, like kilograms, for example, the following barcode patterns are " +"used:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "Quantity in kilograms" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:171 +msgid "310[0-5]" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:178 +msgid "" +"To confirm that quantities are correctly interpreted in Odoo, place an order" +" in the *Purchase* app using the appropriate unit of measure " +"(:guilabel:`UoM`) for the quantity of products to be purchased." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:183 +msgid "" +":ref:`Simplify vendor unit conversions with UoMs `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:185 +msgid "" +"After the order is placed, navigate to the :menuselection:`Barcode` app to " +":ref:`receive the vendor shipment `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:189 +msgid "" +"On the receipt in the *Barcode* app, receive an order for `52.1 kg` of " +"peaches by scanning the barcode containing the |GTIN| and quantity of " +"peaches in kilograms." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:197 +msgid "52.1 kg of Peaches" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "2D matrix of GS1 barcode of 52.1 kg of peaches." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:205 +msgid "00614141000012" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:206 +msgid "|AI| (kg, 1 decimal point)" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:207 +msgid "3101" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:209 +msgid "000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:211 +msgid "0100614141000012 3101000521" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:213 +msgid "" +":ref:`If the configuration is correct `," +" `52.1 / 52.1` :guilabel:`kg` will be displayed and the :guilabel:`Validate`" +" button turns green. Finally, press :guilabel:`Validate` to complete the " +"validation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:0 +msgid "Scan barcode screen for a reception operation in the Barcode app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:222 +msgid "Verify product moves" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:224 +msgid "" +"For additional verification, the quantities of received products are also " +"recorded on the :guilabel:`Product Moves` report, accessible by navigating " +"to :menuselection:`Inventory app --> Reporting --> Product Moves`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst:228 +msgid "" +"The items on the :guilabel:`Product Moves` report are grouped by product by " +"default. To confirm the received quantities, click on a product line to open" +" its collapsible drop-down menu, which displays a list of *stock move lines*" +" for the product. The latest stock move matches the warehouse reception " +"reference number (e.g. `WH/IN/00013`) and quantity processed in the barcode " +"scan, demonstrating that the records processed in the *Barcode* app were " +"properly stored in *Inventory*." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/gs1_usage.rst-1 +msgid "Reception stock move record for 52.1 kg of peaches." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/barcode/operations/internal.rst:3 msgid "Process to Transfers" msgstr "调拨过程" @@ -4223,424 +4405,597 @@ msgid "Planning" msgstr "计划" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:3 -msgid "How is the Scheduled Delivery Date Computed" -msgstr "如何计算的预定交付日期" +msgid "Scheduled delivery dates" +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:5 msgid "" -"Providing the best possible service to customers is vital for business. It " -"implies planning every move: manufacturing orders, deliveries, receptions, " -"and so on. To do so, you need to configure lead time properly and coordinate" -" scheduled dates." -msgstr "为客户提供最佳服务对于企业至关重要。 这意味着要计划每一个动作：制造订单，交货，接收等等。 为此，您需要正确配置提前期并协调计划日期。" +"Accurately forecasting delivery dates is vital for fulfilling customer " +"expectations. In Odoo, the *Inventory* app allows for comprehensive lead " +"time configuration, allowing coordination and planning of manufacturing " +"orders, deliveries, and receptions." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:9 -msgid "" -"By using lead times, Odoo provides end dates, the **Commitment Date**, for " -"each process. On a sales order, for example, this is the date your customer " -"will get the products he ordered." -msgstr "通过使用交货期，Odoo为每个过程提供结束日期，即 *承诺日期* 。 例如，在销售订单上，这是您的客户获得订购的产品的日期。" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:10 +msgid "Lead time types" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:12 msgid "" -"From the customers’ side, the commitment date is important because it gives " -"them an estimation of when they will receive their products. The dates take " -"all other lead times, such as manufacturing, delivery, or suppliers, into " -"account." -msgstr "从客户的角度来看，承诺日期很重要，因为它可以估计他们何时才能收到他们的产品。 这些日期考虑了所有其他交货时间，例如制造，交货或供应商。" +"Different lead times for different operations can impact various stages of " +"the order fulfillment process. Here's a summary of the types of lead times " +"in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "Show graphic of all lead times working together." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:19 -msgid "How are Lead Times Calculated?" -msgstr "交货时间是如何计算的?" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:27 msgid "" -"As said above, there are several types of lead times. Each is calculated " -"based on various indicators. Before going through the configuration, here is" -" a brief summary of how lead times are calculated and what they are:" -msgstr "如上所述，交货期有几种类型。 每个都是根据各种指标计算得出的。 在进行配置之前，这里简要概述了交货期的计算方法及其含义：" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:32 -msgid "" -"**Customer Lead Time**: the customer lead time is the default duration you " -"set. Therefore, the expected date on the sales orders is today + customer " -"lead time." -msgstr " **户交货** ：客户交货期是您设置的默认持续时间。 因此，销售订单的预计日期是今天+ 客户交货期。" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:36 -msgid "" -"**Sales Security Lead Time**: the purpose is to be ready shipping that many " -"days before the actual commitment taken with the customer. Then, the default" -" scheduled date on the delivery order is **SO delivery date - Security Lead " -"Time**." -msgstr "" -" **售安全提前** :目的是在与客户达成实际承诺的数天前准备发货。然后，交货订单上的默认预定日期是， **此交货日期-安全交货时** 。" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:41 -msgid "" -"**Purchase Security Lead Time**: margin of error for vendor lead times. When" -" the system generates Purchase Orders for procuring products, they will be " -"scheduled that many days earlier to cope with unexpected vendor delays." -msgstr "**提前采购安全期**：供应商提前期的误差幅度。当系统生成用于采购产品的采购订单时，将提前几天安排这些订单，以应对意外的供应商延迟交货。" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:46 -msgid "" -"**Purchase Delivery Lead Time**: this is the expected time between a PO " -"being confirmed and the receipt of the ordered products. The **Receipt " -"scheduled date - Vendor delivery date** is the default *PO Order By* date." -msgstr "" -" **购交货提前** ：这是确认采购订单到收到订购产品之间的预计时间。 **货计划日期-供应商交货日** 是默认的 *采购订单订购* 日期。" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:51 -msgid "" -"**Days to Purchase**: number of days the purchasing department takes to " -"validate a PO. If another RFQ to the same vendor is already opened, Odoo " -"adds the line to the RFQ instead of creating a new one. Then, the specific " -"date is set on the line." -msgstr "" -" **买天** ：采购部门用来验证采购订单的天数。 如果已经打开了对同一供应商的另一个询价，Odoo会将行添加到询价中，而不是创建新的询价。 " -"然后，在该行上设置特定日期。" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:56 -msgid "" -"**Manufacturing Lead Time**: this is the expected time it takes to " -"manufacture a product. This lead time is independent of the quantity to " -"produce and does not take the routing time into account." -msgstr " **造提前** ：这是制造产品所需的预期时间。 该提前期与生产数量无关，并且不考虑工艺路线时间。" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:61 -msgid "" -"**Manufacturing Security Lead Time**: additional time to mitigate the risk " -"of a manufacturing delay. In case of a *Replenish to Order*, the **Delivery " -"Order scheduled date - Manufacturing Lead Time - Manufacturing Security Lead" -" Time** is the default *Manufacturing Order* planned date." -msgstr "" -" **产安全提前** ：减少制造延迟风险的额外时间。 如果是 *补充订单* ，则 **货订单计划日期-生产提前时间-生产安全提前时** 是默认的 " -"*生产订单* 计划日期。" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:68 -msgid "Sales - Lead Times" -msgstr "销售-交货期" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:70 -msgid "" -"In the *Sales* app, there is an option called *Delivery Date*. It allows " -"seeing an additional field on the sales orders, *Expected Date*. This one is" -" automatically computed based on the different lead times previously " -"configured." -msgstr "" -"在 *销售* 应用程序中，有一个名为 *交货期* 的选项。 它允许查看销售订单上的其他字段 *预期日期* 。 这是根据先前配置的不同提前期自动计算的。" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "" -"View of the delivery settings to have the delivery lead time taken into " -"account" +":ref:`Customer lead time `: The default " +"time frame for fulfilling customer orders. The customer lead time is the " +"number of days from the date the sales order (SO) is confirmed to the date " +"the products are shipped from the warehouse. This is also known as *delivery" +" lead time*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:24 msgid "" -"If the set up *Delivery Date* is earlier than the the *Expected Date*, a " -"warning message is displayed." -msgstr "如果设置的 *交货日期* 早于 *预期日期* ，则会显示警告信息。" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "" -"View of the error that occurs when trying to choose an earlier date than what calculated\n" -"by Odoo" +":ref:`Sales security lead time `: " +"moves the *scheduled delivery date* forward by a specified number of days. " +"This serves as a buffer to allow the team ample time to prepare the outgoing" +" shipment earlier, considering the possibility of delays in the fulfillment " +"process." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:29 msgid "" -"But, for all of this properly working, it is still necessary to configure " -"all the lead times that could occur." -msgstr "但是，为了所有这些能够正常工作，仍然有必要配置所有可能出现的所有交货期。" +":ref:`Purchase lead time `: the number of " +"days from the confirmation of a purchase order (PO) to the receipt of " +"products. It provides insight on the time it takes for products to arrive at" +" the warehouse, facilitating effective scheduling and planning of supplier " +"deliveries." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:91 -msgid "Customer Lead Time" -msgstr "客户前置时间" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:34 +msgid "" +":ref:`Purchase security lead time `: advances the order deadline on a :abbr:`PO (Purchase Order)` by a " +"specified number of days. This proactive approach of placing orders earlier " +"mitigates the risk of vendor or shipping delays. Thus, for products that are" +" set to replenish to order, the need appears on the *Replenishment report* " +"earlier, according to the specified number of days." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:40 +msgid "" +":ref:`Manufacturing lead time `: the number " +"of days needed to complete a manufacturing order (MO) from the date of " +"confirmation. This lead time includes weekends (non-working hours in Odoo), " +"and is used to forecast an approximate production date for a finished good." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:45 +msgid "" +":ref:`Manufacturing security lead time `: moves the scheduled date of the :abbr:`MO (Manufacturing Order)` " +"forward by a specified number of days. When used in conjunction with " +":ref:`replenish to order `, the " +"security lead time makes the need appear earlier on the replenishment " +"report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:53 +msgid "Sales lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:55 +msgid "" +"Customer lead times and sales security lead times can be configured to " +"automatically compute an *expected delivery date* on a :abbr:`SO (Sales " +"Order)`. The expected delivery date ensures a realistic *delivery dates* " +"setting for shipments from the warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:59 +msgid "" +"Odoo issues a warning message if the set delivery date is earlier than the " +"expected date, as it may not be feasible to fulfill the order by that time, " +"which would impact other warehouse operations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:63 +msgid "" +"A :abbr:`SO (Sales Order)` containing a `Coconut-scented candle` is " +"confirmed on July 11th. The product has a customer lead time of 14 days, and" +" the business uses a sales security lead time of 1 day. Based on the lead " +"time inputs, Odoo suggests a delivery date in 15 days, on July 26th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"Set *Delivery Date* in a sales order. Enables delivery lead times feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:71 +msgid "" +"The following sections demonstrate how to automatically compute expected " +"delivery dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:74 +msgid "Customer lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:76 +msgid "" +"Set the customer lead time on each product form, by navigating to the " +"products page. To do so, go to :menuselection:`Sales app --> Products --> " +"Products`. From there, select the desired product, and switch to the " +":guilabel:`Inventory` tab. Then, under the :guilabel:`Customer Lead Time` " +"field, fill in the number of calendar days required to fulfill the delivery " +"order from start to finish." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:82 +msgid "" +"Set a 14-day customer lead time for the `Coconut-scented candle` by " +"navigating to its product form. Then, in the :guilabel:`Inventory` tab, type" +" `14.00` days into the :guilabel:`Customer Lead Time` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Set *Customer Lead Time* on the product form." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:93 -msgid "" -"The *Customer Lead Time* is the time needed for your product to go from your" -" warehouse to the customer place. It can be configured on any product by " -"going to :menuselection:`Sales --> Products --> Products`. There, open your " -"product form, go in the inventory tab, and add your *Customer Lead Time*." -msgstr "" -"*客户提前期*是您的产品从仓库运到客户所需要的时间。 可以在以下任何产品上配置它，方法是 :menuselection:`销售 --> 产品 --> " -"产品`。 打开您的产品表格，进入 *库存* 选项卡，然后添加 *客户提前期* 。" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the customer lead time configuration from the product form" +msgid "Sales security lead time" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:95 msgid "" -"For example, product B is ordered on the 2nd of April but the *Customer Lead" -" Time* is two days. In that case, the expected delivery date is the 4th of " -"April." -msgstr "例如，产品B在4月2日订购，但 *客户交货时间* 为两天。 在这种情况下，预计交付日期为4月4日。" +"*Sales security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:108 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 -msgid "Security Lead Time" -msgstr "安全提前时间" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:98 msgid "" -"In sales, *Security Lead Time* corresponds to backup days to ensure you are " -"able to deliver the products in time. The purpose is to be ready shipping " -"earlier in order to arrive on time." -msgstr "在销售中，*安全提前期* 对应于备份天数，以确保您能够及时交付产品。 目的是早点准备好发货，以便准时到达。" +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Sales`, and " +"click the checkbox to enable the feature." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:114 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:101 msgid "" -"The number of security days is subtracted from the calculation to compute a " -"scheduled date earlier than the one promised to the customer." -msgstr "从计算中减去交货期天数，以计算给客户承诺的日期早的预定日期。" +"Next, enter the desired number of calendar days. This security lead time is " +"a buffer notifying the team to prepare for outgoing shipments earlier than " +"the scheduled date." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:105 msgid "" -"To set this up, go to :menuselection:`Inventory --> Configuration --> " -"Settings` and enable the feature *Security Lead Time for Sales*." -msgstr "要进行设置，请转到 :menuselection:`库存 --> 配置 --> 设置` 然后启用 *销售的安全提前期* 功能。" +"Setting the :guilabel:`Security Lead Time for Sales` to `1.00` day, pushes " +"the :guilabel:`Scheduled Date` of a delivery order (DO) forward by one day. " +"In that case, if a product is initially scheduled for delivery on April 6th," +" but with a one-day security lead time, the new scheduled date for the " +"delivery order would be April 5th." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 msgid "" "View of the security lead time for sales configuration from the sales " -"settings" +"settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:124 -msgid "" -"For example, product B is scheduled to be delivered on the 6th of April but " -"the *Security Lead Time* is one day. In that case, the scheduled date for " -"the delivery order is the 5th of April." -msgstr "例如，产品B计划于4月6日交付，但 *安全交货期* 为一天。 在这种情况下，交货订单的预定日期为4月5日。" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:115 msgid "Deliver several products" msgstr "交付多种产品" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:117 msgid "" -"In many cases, customers order several products at the same time. Those can " -"have different lead times but still need to be delivered, at once or " -"separately. Fortunately, Odoo can help you handle these cases easily." -msgstr "在许多情况下，客户会同时订购多个产品。 交货时间可能不同，但仍需要一次或单独交付。 幸好Odoo可以帮助您轻松处理这些案件。" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:135 -msgid "" -"From the *Other Info* tab of your *Sale Order*, you can choose between *When" -" all products are ready* and *As soon as possible*. The first one is to " -"deliver products at once, while the second is to deliver them separately." +"For orders that include multiple products with different lead times, the " +"lead times can be configured directly from the quotation itself. On a " +"quotation, click the :guilabel:`Other Info` tab, and set the " +":guilabel:`Shipping Policy` to:" msgstr "" -"在 *销售订单* 的 *其他信息* 选项卡中，您可以选择 *当所有产品准备就绪时* 和 *尽快* 。 第一个是立即交付产品，而第二个是分别交付产品。" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:140 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:121 msgid "" -"For example, products A and B are ordered at the same time. A has 8 lead " -"days and B has 5. With the first option, the *Expected Date* is calculated " -"based on the product with the most lead days, here A. If the order is " -"confirmed on the 2nd of April, then the *Expected Date* is on the 10th of " -"April." +":guilabel:`As soon as possible` to deliver products as soon as they are " +"ready. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` is " +"determined by adding today's date to the shortest lead time among the " +"products in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:125 +msgid "" +":guilabel:`When all products are ready` to wait to fulfill the entire order " +"at once. The :guilabel:`Scheduled Date` of the :abbr:`DO (Delivery Order)` " +"is determined by adding today's date to the longest lead time among the " +"products in the order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "Show *Shipping Policy* field in the *Other Info* tab of a quotation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:134 +msgid "" +"In a quotation containing 2 products, `Yoga mat` and `Resistance band,` the " +"products have a lead time of 8 days and 5 days, respectively. Today's date " +"is April 2nd." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:137 +msgid "" +"When the :guilabel:`Shipping Policy` is set to :guilabel:`As soon as " +"possible`, the scheduled delivery date is 5 days from today: April 7th. On " +"the other hand, selecting :guilabel:`When all products are ready` configures" +" the scheduled date to be 8 days from today: April 10th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:144 +msgid "Purchase lead times" msgstr "" -"例如，同时订购产品A和B。 A的交货期为8天，B的交货期为5天。使用第一个选项时，*预计交货日期* " -"是根据交货期最多的产品计算得出的，此处为A。如果在4月2日确认订单，则 *预计交货日期* 是4月10日。" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:146 msgid "" -"With the second option, the *Expected Date* is calculated based on the " -"product with the least customer lead days. In this example, B is the product" -" with the least lead days. So, the *Expected Date* is on the 7th of April." +"Automatically determining the dates on which to place orders from suppliers " +"can help simplify the procurement process." msgstr "" -"使用第二个选项时，*预期日期* 是根据客户交货期最少的产品计算得出的。 在此示例中，B是交货期最少的产品。 因此，*预计日期* 是4月7日。" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:152 -msgid "Purchase - Lead Times" -msgstr "采购 - 交货时间" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:155 -msgid "Supplier Lead Time" -msgstr "供应商提前期" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:157 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:149 msgid "" -"The *Supplier Lead Time* is the time needed for a product you purchased to " -"be delivered. To configure it, open a product from :menuselection:`Purchase " -"--> Products --> Products` and add a vendor under the *Purchase* tab." +"Odoo calculates the supplier shipment *receipt date*, and :abbr:`PO " +"(Purchase Order)` deadline, based on the required date the product is needed" +" in the warehouse. By working backwards from the receipt date, vendor lead " +"times and purchase security lead times are taken into account, in order to " +"determine the :abbr:`PO (Purchase Order)` deadline." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:154 +msgid "" +"This deadline is the date by which the order should be confirmed, in order " +"to ensure timely arrival by the expected receipt date." msgstr "" -"*供应商提前期* 是您购买的产品交付所需的时间。 要配置它，请从 :menuselection:`采购 -->产品 --> 产品` 中打开一个产品，并在" -" *采购* 标签下添加一个供应商。" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the way to add vendors to products" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:166 msgid "" -"By clicking on *Add a line*, a new window is displayed. You can specify the " -"*Delivery Lead Time* there. If done so, the delivery day for every purchase " -"of that product is now equal to *Date of the Purchase Order + Delivery Lead " -"Time*." +"Visualization of PO deadline and receipt date used with vendor lead times." msgstr "" -"通过单击 *添加一行* ，将显示一个新窗口。 您可以在此处指定 *交货提前期* 。 如果这样做，每次采购该产品的交货日期现在等于 " -"*采购订单日期+交货提前期* 。" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "View of the delivery lead time configuration from a vendor form" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:162 +msgid "" +":ref:`PO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:165 +msgid "Vendor lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:167 +msgid "" +"To set a vendor lead time for orders arriving in the warehouse from a vendor" +" location, begin by navigating to a product form through " +":menuselection:`Purchase app --> Products --> Products`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:170 +msgid "" +"Next, select the desired product, and switch to the :guilabel:`Purchase` " +"tab. In the editable vendor pricelist, click the :guilabel:`Add a line` " +"button to add vendor details, such as the :guilabel:`Vendor` name, " +":guilabel:`Price` offered for the product, and lastly, the " +":guilabel:`Delivery Lead Time`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:176 msgid "" -"It is possible to add different vendors and, thus, different lead times " -"depending on the vendor." -msgstr "可以添加不同的供应商，因此可以根据供应商添加不同的交货时间。" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:182 -msgid "" -"The *Security Lead Time* for purchase follows the same logic as the one for " -"*Sales*, except that you are the customer. Then, it is the margin of error " -"for your supplier to deliver your order." -msgstr "采购的 *安全提前期* 与 *销售* 的逻辑相同，只是您的身份为客户。 然后，这是你的供应商交货的误差范围。" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:186 -msgid "" -"To set up *Security Lead Time* for purchase, go to :menuselection:`Inventory" -" --> Configuration --> Settings` and enable the feature." -msgstr "要设置 *安全提前期* 以进行采购，请转到 :menuselection:`库存 --> 设置 --> 设定` 并启用该功能" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 -msgid "" -"View of the security lead time for purchase from the inventory settings" +"Multiple vendors and lead times can be added to the vendor pricelist. The " +"default vendor and lead time selected will be the entry at the top of the " +"list." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:194 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:180 msgid "" -"Doing so, every time the system generates purchase orders, those are " -"scheduled that many days earlier to cope with unexpected vendor delays." -msgstr "这样做，每次系统生成采购订单时，都将这些订单安排在许多天之前，以应对供应商的意外延误。" +"On the vendor pricelist of the product form, the :guilabel:`Delivery Lead " +"Time` for the selected vendor is set to `10 days.`" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:198 -msgid "Manufacturing - Lead Times" -msgstr "制造 - 交货时间" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Add delivery lead times to vendor pricelist on a product." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:201 -msgid "Manufacturing Lead Time" -msgstr "制造前置时间 " - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:203 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:187 msgid "" -"The *Manufacturing Lead Time* is the time needed to manufacture the product." -" To specify it, open the *Inventory* tab of your product form and add the " -"number of days the manufacturing takes." -msgstr "*制造提前期* 是制造产品所需的时间。 要指定它，请打开产品表单的 *库存* 标签，然后添加制造所需的天数。" +"By setting the vendor lead time, the expected arrival date of the item is " +"automatically determined as the date of the :abbr:`PO (Purchase Order)` " +"confirmation, plus the vendor lead time. This ensures that warehouse " +"employees are notified, if the products do **not** arrive within the " +"expected timeframe." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:193 msgid "" -"View of the manufacturing lead time configuration from the product form" +"On a :abbr:`PO (Purchase Order)` confirmed on July 11th, for a product " +"configured with a 10-day vendor lead time, Odoo automatically sets the " +":guilabel:`Receipt Date` to July 21st. The receipt date also appears as the " +":guilabel:`Scheduled Date` on the warehouse receipt form, accessible from " +"the :guilabel:`Receipt` smart button, located on the :guilabel:`PO (Purchase" +" Order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "Show expected *Receipt Date* of the product from the vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"Show expected *Scheduled Date* of arrival of the product from the vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:209 +msgid "Purchase security lead time" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:211 msgid "" -"When working with *Manufacturing Lead Times*, the *Deadline Start* of the " -"*MO* is **Commitment Date - Manufacturing Lead Time**. For example, the MO’s" -" deadline start date for an order having a commitment date on the 10th of " -"July is June 27th." +"*Purchase security lead time* is set globally for the business in " +":menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -"当与 *制造提前期* 一起使用时， * 制造订单(MO)* 的 *截止日期开始* 为 *承诺日期-制造提前期* 。 " -"例如，制造订单的承诺日期为7月10日的订单的截止日期开始日期为6月27日。" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:219 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:214 msgid "" -"The *Security Lead Time* for manufacturing allows generating manufacturing " -"orders earlier to cope with the risk of manufacturing delays." -msgstr "用于制造的 *安全提前期* 可以更早地生成制造订单，以应对制造延迟的风险。" +"On the configuration page, under the :guilabel:`Advanced Scheduling` " +"heading, locate the box for :guilabel:`Security Lead Time for Purchase`, and" +" click the checkbox to enable the feature." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:217 msgid "" -"To enable it, go to :menuselection:`Manufacturing --> Configuration --> " -"Settings` and tick *Security Lead Time*." -msgstr "要启用它，请转到 :menuselection:`制造 --> 配置 --> 设置，然后勾选 *安全提前期* 。" +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in supplier " +"deliveries." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:221 +msgid "" +"Setting the :guilabel:`Security Lead Time for Purchase` to `2.00` days, " +"pushes the :guilabel:`Scheduled Date` of receipt back by one day. In that " +"case, if a product is initially scheduled to arrive on April 6th, with a " +"two-day security lead time, the new scheduled date for the receipt would be " +"April 8th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"Set security lead time for purchase from the Inventory > Configuration > " +"Settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:233 +msgid "Manufacturing lead times" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:235 +msgid "" +"Lead times can help simplify the procurement process for consumable " +"materials and components used in manufactured products with bills of " +"materials." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the deadline to " +"begin the manufacturing process to complete the product by the scheduled " +"delivery date, can be determined by configuring the manufacturing lead times" +" and manufacturing security lead times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 +msgid "" +"Visualization of the determination of planned MO date manufacturing lead " +"times." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:247 +msgid "Manufacturing lead time" +msgstr "制造前置时间" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:249 +msgid "" +"Configure the manufacturing lead time directly on the product form, by " +"navigating to :menuselection:`Manufacturing app --> Products --> Products`, " +"and select the desired product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:252 +msgid "" +"In the :guilabel:`Inventory` tab of the product, specify the calendar days " +"needed to the manufacture the product in the :guilabel:`Manufacturing Lead " +"Time` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 +msgid "" +"Specify a 14-day :guilabel:`Manufacturing Lead Time` for a product directly " +"in the :guilabel:`Inventory` tab of the product." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:0 +msgid "" +"View of the manufacturing lead time configuration from the product form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:263 +msgid "" +"Establish a :abbr:`MO (Manufacturing Order)` deadline, based on the " +"*expected delivery date*, indicated in the :guilabel:`Scheduled Date` field " +"of the :abbr:`DO (Delivery Order)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:266 +msgid "" +"The :abbr:`MO (Manufacturing Order)` deadline, which is the " +":guilabel:`Scheduled Date` field on the :abbr:`MO (Manufacturing Order)`, is" +" calculated as the *expected delivery date* subtracted by the manufacturing " +"lead time." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:270 +msgid "" +"This ensures the manufacturing process begins on time, in order to meet the " +"delivery date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:272 +msgid "" +"However, it's important to note that lead times are based on calendar days. " +"Lead times do **not** consider weekends, holidays, or *work center capacity*" +" (:dfn:`the number of operations that can be performed at the work center " +"simultaneously`)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:277 +msgid ":ref:`Manufacturing planning `" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:278 +msgid "" +":ref:`Configure automatic MO scheduling with reordering rules " +"`" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:282 +msgid "" +"A product's scheduled shipment date on the :abbr:`DO (Delivery Order)` is " +"August 15th. The product requires 14 days to manufacture. So, the latest " +"date to start the :abbr:`MO (Manufacturing Order)` to meet the commitment " +"date is August 1st." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:289 +msgid "Manufacturing security lead time" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:291 +msgid "" +"*Manufacturing security lead time* is set globally for the business in " +":menuselection:`Manufacturing app --> Configuration --> Settings`. Under the" +" :guilabel:`Planning` heading, locate the box for :guilabel:`Security Lead " +"Time`, and click the checkbox to enable the feature." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:295 +msgid "" +"Next, enter the desired number of calendar days. By configuring the security" +" lead time, a buffer is set to account for potential delays in the " +"manufacturing process." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" "View of the security lead time for manufacturing from the manufacturing app " -"settings" +"settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:230 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:303 msgid "" -"For example, a customer orders B with a delivery date scheduled on the 20th " -"of June. The *Manufacturing Lead Time* is 14 days and the *Security Lead " -"Time* is 3 days, so the manufacturing of B needs to start at the latest on " -"the 3rd of June, which is the MO’s planned date." +"A product has a scheduled shipment date on the :abbr:`DO (Delivery Order)` " +"set for August 15th. The manufacturing lead time is 7 days, and " +"manufacturing security lead time is 3 days. So, the :guilabel:`Scheduled " +"Date` on the :abbr:`MO (Manufacturing Order)` reflects the latest date to " +"begin the manufacturing order. In this example, the planned date on the " +":abbr:`MO (Manufacturing Order)` is August 5th." msgstr "" -"例如，客户订购了B，交货日期安排在6月20日。 *制造交货期* 为14天， *安全交货期* 为3天，因此B的制造订单需要最迟于6月3日开始。" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:236 -msgid "Global Example" -msgstr "全局示例" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:310 +msgid "Global example" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:238 -msgid "Here is a configuration:" -msgstr "请参考以下的设置范例:" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:240 -msgid "1 day of security lead time for Sales" -msgstr "销售交货提前期为1天" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:241 -msgid "2 days of security lead time for Manufacturing" -msgstr "生产安全提前期为2天" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:242 -msgid "3 days of manufacturing lead time" -msgstr "生产提前期为3天" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:243 -msgid "1 day of security lead time for Purchase" -msgstr "采购交货提前期为1天" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:244 -msgid "4 days of supplier lead time" -msgstr "供应商的交货提前期为4天" - -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:246 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:312 msgid "" -"Let’s say that a customer orders B on the 1st of September and the delivery " -"date is planned to be within 20 days (September 20th). In such a scenario, " -"here is when all the various steps are triggered." -msgstr "假设某个客户在9月1日订购了B，并且计划在20天内（9月20日）交货。 在这种情况下，这是所有各个步骤均被触发的时间。" +"See the following example to understand how all the lead times work together" +" to ensure timely order fulfillment:" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:250 -msgid "**September 1st**: the sales order is created" -msgstr "** 9月1** ：创建销售订单" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:315 +msgid "**Sales security lead time**: 1 day" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:251 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:316 +msgid "**Manufacturing security lead time**: 2 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:317 +msgid "**Manufacturing lead time**: 3 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:318 +msgid "**Purchase security lead time**: 1 day" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:319 +msgid "**Vendor lead time**: 4 days" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:321 msgid "" -"**September 10th**: the deadline to order components from the supplier " -"because of the manufacturing process (4 days of supplier lead time)" -msgstr "** 9月10** ：由于制造过程而从供应商订购组件的截止日期（供应商提前期为4天）" +"The customer places an order for a manufactured product on September 1st, " +"and the scheduled delivery date from the warehouse is on September 20th. " +"Odoo uses lead times and automated reordering rules to schedule the " +"necessary operations, based on the outgoing shipment delivery date, " +"September 20th:" +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:254 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst-1 msgid "" -"**September 13th**: the reception of the product from the supplier (1 day of" -" security lead time for Purchase)" -msgstr "** 9月13** ：从供应商处收到产品（采购的安全交货期为1天）" +"Show timeline of how lead times work together to schedule warehouse " +"operations." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:256 -msgid "" -"**September 14th**: the deadline start date for the manufacturing (19th - 3 " -"days of manufacturing lead time - 2 days of security lead time for " -"Manufacturing)" -msgstr "** 9月14** ：制造订单的截止日期（19日 - 生产提前期3天 - 生产安全提前期2天）" +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:329 +msgid "**September 1st**: Sales order created, confirmed by salesperson." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:259 +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:331 msgid "" -"**September 19th**: the expected date on the delivery order form (1 day of " -"security lead time for sales)" -msgstr "** 9月19** ：交货订单表格上的预计日期（交货提前期为1天）" +"**September 9th**: Deadline to order components to ensure they arrive in " +"time when manufacturing begins (4-day supplier lead time)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:334 +msgid "" +"**September 13th**: Scheduled date of receipt for components. Initially, it " +"was set to 9/14, but the 1-day purchase security lead time pushed the date " +"earlier by 1 day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:337 +msgid "" +"**September 14th**: Deadline to begin manufacturing. Calculated by " +"subtracting the manufacturing lead time of 3 days, and the manufacturing " +"security lead time of 2 days, from the expected delivery date of September " +"19th." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:341 +msgid "" +"**September 19th**: :guilabel:`Scheduled Date` on the delivery order form " +"indicates the updated expected delivery date, which was originally set as " +"September 20th. But the sales security lead time pushed the date forward by " +"a day." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/planning/scheduled_dates.rst:345 +msgid "" +"Odoo's replenishment planning maps a business' order fulfillment process, " +"setting pre-determined deadlines and raw material order dates, including " +"buffer days for potential delays. This ensures products are delivered on " +"time." +msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/products.rst:5 #: ../../content/applications/inventory_and_mrp/purchase/products.rst:5 @@ -4852,7 +5207,7 @@ msgstr "" msgid "Reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:7 msgid "" "Reordering rules are used to keep forecasted stock levels above a certain " "threshold without exceeding a specified upper limit. This is accomplished by" @@ -4860,7 +5215,7 @@ msgid "" "maximum quantity that stock should not exceed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:11 msgid "" "Reordering rules can be configured for each product based on the route used " "to replenish it. If a product uses the *Buy* route, then a Request for " @@ -4870,11 +5225,11 @@ msgid "" "route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:15 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 msgid "Configure products for reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:19 msgid "" "In order to use reordering rules for a product, it must first be correctly " "configured. Begin by navigating to :guilabel:`Inventory --> Products --> " @@ -4882,7 +5237,7 @@ msgid "" ":guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:21 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:23 msgid "" "First, on the :guilabel:`General Information` tab, make sure that the " ":guilabel:`Product Type` is set to :guilabel:`Storable Product`. This is " @@ -4894,7 +5249,7 @@ msgstr "" msgid "Set the Product Type as Storable." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:29 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:31 msgid "" "Next, click on the :guilabel:`Inventory` tab and select one or more routes " "from the :guilabel:`Routes` section. Doing so tells Odoo which route to use " @@ -4905,7 +5260,7 @@ msgstr "" msgid "Select one or more routes on the Inventory tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:38 msgid "" "If the product is reordered using the :guilabel:`Buy` route, confirm that " "the :guilabel:`Can be Purchased` checkbox is enabled under the product name." @@ -4919,7 +5274,7 @@ msgstr "" msgid "Specify a vendor and price on the Purchase tab." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:45 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:47 msgid "" "If the product is replenished using the :guilabel:`Manufacture` route, it " "needs to have at least one Bill of Materials (BoM) associated with it. This " @@ -4927,7 +5282,7 @@ msgid "" "with a :abbr:`BoM (Bill of Materials)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:49 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:51 msgid "" "If a :abbr:`BoM (Bill of Materials)` does not already exist for the product," " select the :guilabel:`Bill of Materials` smart button at the top of the " @@ -4939,46 +5294,46 @@ msgstr "" msgid "The Bill of Materials smart button on a product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 msgid "Create new reordering rules" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:60 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:62 msgid "" "To create a new reordering rule, navigate to :menuselection:`Inventory --> " "Configuration --> Reordering Rules`, then click :guilabel:`Create`, and fill" " out the new line as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:63 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 msgid ":guilabel:`Product`: The product that is replenished by the rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:66 msgid ":guilabel:`Location`: The location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:65 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:67 msgid "" ":guilabel:`Min Quantity`: The minimum quantity that can be forecasted " "without the rule being triggered. When forecasted stock falls below this " "number, a replenishment order for the product is created." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:68 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:70 msgid "" ":guilabel:`Max Quantity`: The maximum quantity that stock is replenished up " "to." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 msgid "" ":guilabel:`Multiple Quantity`: Specify if the product should be replenished " "in batches of a certain quantity (e.g., a product could be replenished in " "batches of 20)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:71 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:73 msgid "" ":guilabel:`UoM`: The unit of measure used for reordering the product. This " "value can simply be `Units` or a specific unit of measurement for weight, " @@ -4989,7 +5344,7 @@ msgstr "" msgid "The form for creating a new reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:79 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:81 msgid "" "Reordering rules can also be created from each product form. To do so, " "navigate to :menuselection:`Inventory --> Products --> Products`, then " @@ -4997,7 +5352,7 @@ msgid "" "then fill out the new line as detailed above." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:85 msgid "" "Once a reordering rule has been created for a product, if its forecasted " "quantity is below the rule's minimum quantity when the scheduler runs, a " @@ -5005,7 +5360,7 @@ msgid "" "the scheduler runs once each day." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:90 msgid "" "To manually trigger a reordering rule before the scheduler runs, select " ":menuselection:`Inventory --> Operations --> Run Scheduler`. Then, select " @@ -5013,7 +5368,7 @@ msgid "" "aware that this also triggers any other scheduled actions." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:92 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:94 msgid "" "If the :guilabel:`Buy` route is selected, then an :abbr:`RFQ (Request for " "Quotation)` is generated. To view and manage :abbr:`RFQs (Requests for " @@ -5021,7 +5376,7 @@ msgid "" "for Quotation`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:98 msgid "" "If the :guilabel:`Manufacture` route is selected, then an :abbr:`MO " "(Manufacturing Order)` is generated. To view and manage :abbr:`MOs " @@ -5029,11 +5384,11 @@ msgid "" "Operations --> Manufacturing Orders`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:101 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 msgid "Set a preferred route for reordering" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:105 msgid "" "Odoo allows for multiple routes to be selected under the " ":guilabel:`Inventory` tab on each product form. For instance, it is possible" @@ -5041,7 +5396,7 @@ msgid "" "the functionality of both routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:107 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:109 msgid "" "Odoo also enables users to set a preferred route for a product's reordering " "rule. This is the route that the rule defaults to if multiple are selected. " @@ -5049,7 +5404,7 @@ msgid "" ":menuselection:`Inventory --> Configuration --> Reordering Rules`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:113 msgid "" "By default, the :guilabel:`Preferred Route` column is hidden on the " ":guilabel:`Reordering Rules` page. Enable it by selecting the :guilabel:`⋮ " @@ -5058,7 +5413,7 @@ msgid "" ":guilabel:`Preferred Route` column." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:116 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:118 msgid "" "Click inside of the column on the row of a reordering rule and a drop-down " "menu shows all available routes for that rule. Select one to set it as the " @@ -5069,13 +5424,177 @@ msgstr "" msgid "Select a preferred route from the drop-down." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/reordering_rules.rst:126 msgid "" "If multiple routes are enabled for a product but no preferred route is set " "for its reordering rule, the product is reordered using the selected route " "that is listed first on the :guilabel:`Inventory` tab of the product form." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:3 +msgid "Scrap inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:5 +msgid "" +"In some cases, a product in inventory may be damaged or found to be " +"defective. If it is not possible to repair or return the product, Odoo " +"*Inventory* allows users to scrap it, ensuring that usable inventory counts " +"remain accurate." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:10 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 +msgid "" +"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " +"Operations --> Scrap`. Each scrap order shows the date and time the order " +"was created, along with the product and quantity that was scrapped." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:14 +msgid "" +"To view the total quantity of each item scrapped, navigate to " +":menuselection:`Inventory --> Configuration --> Locations`. Remove the " +":guilabel:`Internal` filter from the :guilabel:`Search...` bar to display " +"virtual locations. Finally, select the :guilabel:`Virtual Locations/Scrap` " +"location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:19 +msgid "" +"By default, scrapping a product removes it from physical inventory, and " +"places it in a virtual location titled *Virtual Locations/Scrap*. A virtual " +"location is **not** a physical space, but rather a designation in Odoo that " +"is used to track items that are no longer in physical inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:23 +msgid "Learn more" +msgstr "了解更多" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:25 +msgid "" +"For more information about virtual locations, see the documentation about " +"the different types of :ref:`locations `." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:29 +msgid "Scrap from stock" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:31 +msgid "" +"To scrap a product located in inventory, begin by navigating to " +":menuselection:`Inventory --> Operations --> Scrap`. On the :guilabel:`Scrap" +" Orders` page, click :guilabel:`Create` to configure a new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:35 +msgid "" +"On the scrap order, select the product being scrapped from the " +":guilabel:`Product` drop-down menu, then enter the quantity in the " +":guilabel:`Quantity` field. The :guilabel:`Source Location` defaults to the " +"location where the product is stored, and the :guilabel:`Scrap Location` " +"defaults to :guilabel:`Virtual Locations/Scrap`, but either of these can be " +"changed by selecting a different location from their respective drop-down " +"menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "A new scrap order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:45 +msgid "" +"Finally, click :guilabel:`Validate` to scrap the product. The on-hand " +"inventory count for the scrapped product updates to subtract the scrapped " +"quantity." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:49 +msgid "Scrap from a receipt, transfer, or delivery" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:51 +msgid "" +"It is also possible to scrap products during the receipt, transfer, and " +"delivery operations. This can be necessary if any products are found to be " +"defective when receiving them into inventory, transferring them from one " +"location to another, or preparing them for delivery." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:55 +msgid "" +"To scrap a product during the receipt, transfer, or delivery operations, " +"begin by navigating to the :menuselection:`Inventory` app. On the " +":guilabel:`Overview` page, select the :guilabel:`# TO PROCESS` button on the" +" :guilabel:`Receipts`, :guilabel:`Internal Transfers`, or " +":guilabel:`Delivery Orders` card, depending on the type of operation the " +"product is being scrapped from." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:61 +msgid "" +"For the :guilabel:`Internal Transfers` card to appear on the " +":menuselection:`Overview` page of the :menuselection:`Inventory` app, the " +":guilabel:`Storage Locations` setting must be enabled. To do so, navigate to" +" :menuselection:`Configuration --> Settings`, then enable the checkbox next " +"to :guilabel:`Storage Locations` under the :guilabel:`Warehouse` heading." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:66 +msgid "" +"Alternatively, a list of all delivery orders, receipts, and transfers can be" +" viewed by navigating to :menuselection:`Inventory --> Operations --> " +"Transfers`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:69 +msgid "" +"Next, open a delivery order, receipt, or transfer from the corresponding " +"page by clicking on it. A :guilabel:`Scrap` button appears at the top of the" +" page. Click it to open the :guilabel:`Scrap` pop-up window." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The scrap pop-up in the Inventory app." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:78 +msgid "" +"The :guilabel:`Scrap` button will only appear on a receipt that has been " +"validated. This is because Odoo only allows products to be scrapped once " +"they have been entered into inventory." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:81 +msgid "" +"On the :guilabel:`Scrap` pop-up window, select the product being scrapped " +"from the :guilabel:`Product` drop-down menu. Then, enter the quantity in the" +" :guilabel:`Quantity` field." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:84 +msgid "" +"The :guilabel:`Source Location` defaults to the location where the product " +"is stored, and the :guilabel:`Scrap Location` defaults to :guilabel:`Virtual" +" Locations/Scrap`, but either of these can be changed by selecting a " +"different location from their respective drop-down menus." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst:88 +msgid "" +"Finally, click :guilabel:`Done` to scrap the product. After doing so, the " +":guilabel:`Scrap` pop-up window disappears and a :guilabel:`Scraps` smart " +"button appears in the top right of the page. Click it to view all of the " +"scrap orders created from that operation." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/products/scrap_inventory.rst-1 +msgid "The Scraps smart button." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:3 msgid "Selecting a replenishment strategy" msgstr "" @@ -5095,7 +5614,7 @@ msgid "Terminology" msgstr "术语" #: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:19 -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 msgid "Replenishment report and reordering rules" msgstr "" @@ -5120,24 +5639,24 @@ msgid "" "from the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:31 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 msgid "Make to order" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:35 msgid "" "*Make to order (MTO)* is a procurement route that creates a draft purchase " "order (or manufacturing order) each time a sales order is confirmed, " "**regardless of the current stock level**." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:38 msgid "" "Unlike products replenished using reordering rules, Odoo automatically links" " the sales order to the |PO| or |MO| generated by the |MTO| route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:39 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:41 msgid "" "Another difference between reordering rules and |MTO| is, with |MTO|, Odoo " "generates a draft |PO| or |MO| immediately after the |SO| is confirmed. With" @@ -5145,25 +5664,25 @@ msgid "" "forecasted stock falls below the set minimum quantity." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:45 msgid "" "In addition, Odoo automatically adds quantities to the |PO| or |MO| as the " "forecast changes, so long as the |PO| or |MO| is not confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:48 msgid "" "The |MTO| route is the best replenishment strategy for products that are " "customized, and/or for products that have no stock kept on-hand." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:58 msgid "" "To access the replenishment report, go to :menuselection:`Inventory app --> " "Operations --> Replenishment.`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:61 msgid "" "By default, the replenishment report dashboard shows every product that " "needs to be manually reordered. If there is no specific rule for a product, " @@ -5171,7 +5690,7 @@ msgid "" " are both `0.00`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:64 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:66 msgid "" "For products that don't have a set reordering rule, Odoo calculates the " "forecast based on confirmed sales orders, deliveries, and receipts. For " @@ -5180,7 +5699,7 @@ msgid "" "and security lead time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:72 msgid "" "Before creating a new reordering rule, make sure the product has a *vendor* " "or a *bill of materials* configured on the product form. To check this, go " @@ -5191,7 +5710,7 @@ msgid "" "form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:78 msgid "" "The :guilabel:`Product Type`, located in the :guilabel:`General Information`" " tab on the product form, **must** be set to :guilabel:`Storable Product`. " @@ -5206,7 +5725,7 @@ msgid "" "current needs." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:87 msgid "" "To create a new reordering rule from the replenishment report, go to " ":menuselection:`Inventory app --> Operations --> Replenishment`, click " @@ -5216,7 +5735,7 @@ msgid "" "columns on the :guilabel:`Replenishment` report page, as well." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:91 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:93 msgid "" "To create a new reordering rule from the product form, go to " ":menuselection:`Inventory app --> Products --> Products`, and select a " @@ -5224,11 +5743,11 @@ msgid "" "smart button, click :guilabel:`Create`, and fill out the fields." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:96 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 msgid "Replenishment report fields" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:98 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:100 msgid "" "The following fields are on the :guilabel:`Replenishment` report. If any of " "these fields are not visible, click the :guilabel:`⋮ (additional options)` " @@ -5236,46 +5755,46 @@ msgid "" "field to make it visible." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:102 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 msgid ":guilabel:`Product`: the product that requires a replenishment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 msgid "" ":guilabel:`Location`: the specific location where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 msgid ":guilabel:`Warehouse`: the warehouse where the product is stored." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:107 msgid ":guilabel:`On Hand`: the amount of product currently available." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 msgid "" ":guilabel:`Forecast`: the amount of product available after all current " "orders (sales, manufacturing, purchase, etc.) are taken into account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:108 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 msgid "" ":guilabel:`Preferred Route`: how the product is procured, either " ":guilabel:`Buy`, :guilabel:`Manufactured`, :guilabel:`Dropship`, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:110 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 msgid ":guilabel:`Vendor`: the company from which the product is acquired." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:113 msgid "" ":guilabel:`Bill of Materials`: the bill of materials for the product (if one" " is configured)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:112 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:114 msgid "" ":guilabel:`Trigger`: how the replenishment is created, either " ":guilabel:`Auto` (automatically, once the :guilabel:`On Hand` quantity goes " @@ -5283,27 +5802,27 @@ msgid "" "replenishment is requested)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 msgid "" ":guilabel:`Procurement Group`: the reference number for how the product is " "being acquired, such as a sales order, purchase order, or manufacturing " "order." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:117 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 msgid "" ":guilabel:`Min Quantity`: the minimum amount of product that should be " "available. When inventory levels goes below this number, the replenishment " "is triggered." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 msgid "" ":guilabel:`Max Quantity`: the amount of product that should be available " "after replenishing the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:123 msgid "" ":guilabel:`Multiple Quantity`: if the product should be ordered in specific " "quantities, enter the number that should be ordered. For example, if the " @@ -5311,22 +5830,22 @@ msgid "" "products are replenished." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 msgid "" ":guilabel:`To Order`: the amount of product that is currently needed, and " "will be ordered, if the :guilabel:`Order Once` or :guilabel:`Automate " "Orders` button is clicked." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:126 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:128 msgid ":guilabel:`UoM`: the unit of measure used to acquire the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:127 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 msgid ":guilabel:`Company`: the company for which the product is acquired." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:129 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:131 msgid "" "By default, the quantity in the :guilabel:`To Order` field is the quantity " "required to reach the set :guilabel:`Max Quantity`. However, the " @@ -5335,21 +5854,21 @@ msgid "" "Once`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:133 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:135 msgid "" "To automate a replenishment from the :guilabel:`Replenishment` page, click " ":guilabel:`Automate Orders` on the right-side of the line, represented by a " ":guilabel:`🔄 (circular arrow)` icon." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:136 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:138 msgid "" "When this button is clicked, Odoo will automatically generate a draft " "|PO|/|MO| every time the forecasted stock level falls below the set " ":guilabel:`Min Quantity` of the reordering rule." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:139 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:141 msgid "" "On the :guilabel:`Replenishment` page, a reordering rule or manual " "replenishment can be temporarily deactivated for a given period, by clicking" @@ -5362,7 +5881,7 @@ msgid "" "time." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:147 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:149 msgid "" "A |PO| or |MO| created by a manual replenishment has a " ":guilabel:`Replenishment Report` as the source document. A |PO| or |MO| " @@ -5376,67 +5895,67 @@ msgid "" "report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:156 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 msgid "Make to order (MTO) route" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:158 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:160 msgid "" "Since the |MTO| route is recommended for customized products, the route is " "hidden by default." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:169 msgid "To activate the |MTO| route in Odoo:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:161 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:163 msgid "Go to :menuselection:`Inventory app --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:162 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 msgid "" "Activate the :guilabel:`Multi-Step Routes` setting, located under the " ":guilabel:`Warehouse` section, and click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:164 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 msgid "" "Then, go to :menuselection:`Inventory app --> Configuration --> Routes`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:165 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:167 msgid "" "Click on :menuselection:`Filters --> Archived` to show archived routes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:166 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:168 msgid "" "Select the checkbox next to :guilabel:`Replenish on Order (MTO)`, and click " "on :menuselection:`Action --> Unarchive`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:170 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:172 msgid "" "Activating the :guilabel:`Multi-Step Routes` setting also activates " ":guilabel:`Storage Locations`. If these features aren't applicable to the " "warehouse, disable these settings after unarchiving the |MTO| route." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:174 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:176 msgid "" "To set a product's procurement route to |MTO|, go to " ":menuselection:`Inventory app --> Products --> Products`, and click on the " "desired product to open its product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:177 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:179 msgid "" "Then, click the :guilabel:`Inventory` tab, and in the :guilabel:`Routes` " "section of options, select :guilabel:`Replenish on Order (MTO)`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:182 msgid "" "For products purchased directly from a vendor, make sure the :guilabel:`Buy`" " route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -5444,7 +5963,7 @@ msgid "" "tab of the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:184 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:186 msgid "" "For products manufactured in-house, make sure the :guilabel:`Manufacture` " "route is selected, in addition to the :guilabel:`Replenish on Order (MTO)` " @@ -5453,11 +5972,11 @@ msgid "" "the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:189 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:191 msgid "Finally, when all configurations are complete, click :guilabel:`Save`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:192 +#: ../../content/applications/inventory_and_mrp/inventory/management/products/strategies.rst:194 msgid "" "The |MTO| route cannot be selected alone. |MTO| **only** works if the " ":guilabel:`Manufacture` or :guilabel:`Buy` route is also selected." @@ -6087,13 +6606,13 @@ msgstr "计价方法" msgid "Integrating additional costs to products (landed costs)" msgstr "将额外成本整合到产品中（到岸成本） " -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:7 msgid "" "The landed cost feature in Odoo allows the user to include additional costs " "(shipment, insurance, customs duties, etc.) into the cost of the product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:11 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:13 msgid "" "First, go to :menuselection:`Inventory --> Configuration --> Settings --> " "Valuation` and activate the :guilabel:`Landed Costs` feature. Odoo also " @@ -6105,15 +6624,15 @@ msgstr "" msgid "Activate the landed cost feature in Inventory settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:20 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:22 msgid "Add costs to products" msgstr "向产品添加成本" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:23 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 msgid "Receive the vendor bill" msgstr "接收供应商账单" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:25 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:27 msgid "" "After a vendor fulfills a purchase order and sends a bill, click " ":guilabel:`Create Bill` on the purchase order to create a vendor bill in " @@ -6126,7 +6645,7 @@ msgstr "" msgid "Enable Landed Costs option on vendor bill line." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:35 msgid "" "For charges that are always landed costs, create a landed cost product in " "Odoo. That way, the landed cost product can be quickly added to the vendor " @@ -6134,7 +6653,7 @@ msgid "" "information every time a vendor bill comes in." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:39 msgid "" "First, create a new product in :menuselection:`Inventory --> Products --> " "Products --> Create`. Next, name the landed cost product. Then, set the " @@ -6144,7 +6663,7 @@ msgid "" ":guilabel:`Save` to finish creating the landed cost product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:45 msgid "" "If this product is always a landed cost, you can also define it on the " "product and avoid having to tick the box on each vendor bill." @@ -6154,7 +6673,7 @@ msgstr "如果该产品始终为到岸成本，你可在产品上进行定义， msgid "Option to define a product as a landed cost." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:50 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:52 msgid "" "Once the landed cost is added to the vendor bill (either by checking the " ":guilabel:`Landed Cost` option on the invoice line or adding a landed cost " @@ -6171,7 +6690,7 @@ msgid "" "Use a warehouse transfer to cover a landed cost in the accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:64 msgid "" "After setting the picking, click :guilabel:`Compute` on the landed cost " "record. Then, go to the :guilabel:`Valuation Adjustments` tab to see the " @@ -6179,13 +6698,13 @@ msgid "" "landed cost entry to the accounting journal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:68 msgid "" "The user can access the journal entry that has been created by the landed " "cost by clicking on the :guilabel:`Journal Entry`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:72 msgid "" "The product that the landed cost is applied to must have a product category " "set to a :abbr:`FIFO (First In, First Out)` or an :abbr:`AVCO (Average " @@ -6196,7 +6715,7 @@ msgstr "" msgid "Landed cost journal entry" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/integrating_landed_costs.rst:80 msgid "" "Landed cost records can also be directly created in " ":menuselection:`Inventory --> Operations --> Landed Costs`, it is not " @@ -6247,23 +6766,23 @@ msgid "" "basis depending on the needs and priorities of the business." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:33 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 msgid "Types of accounting" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:35 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:37 msgid "" "Accounting entries will depend on the accounting mode: *Continental* or " "*Anglo-Saxon*." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:38 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:40 msgid "" "Verify the accounting mode by activating the :ref:`developer-mode` and " "navigating to :menuselection:`Accounting --> Configuration --> Settings`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:41 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:43 msgid "" "In *Anglo-Saxon* accounting, the costs of goods sold (COGS) are reported " "when products are sold or delivered. This means that the cost of a good is " @@ -6272,24 +6791,24 @@ msgid "" " both *Asset Accounts* in the balance sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:46 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:48 msgid "" "In *Continental* accounting, the cost of a good is reported as soon as a " "product is received into stock. Additionally, a single *Expense* account is " "used for both input and output accounts in the balance sheet." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 msgid "Costing methods" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:53 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:57 msgid "" "Below are the three costing methods that can be used in Odoo for inventory " "valuation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:55 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 msgid "" "**Standard Price**: is the default costing method in Odoo. The cost of the " "product is manually defined on the product form, and this cost is used to " @@ -6297,7 +6816,7 @@ msgid "" "differs, the valuation will still use the cost defined on the product form." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:59 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:63 msgid "" "**Average Cost (AVCO)**: calculates the valuation of a product based on the " "average cost of that product, divided by the total number of available stock" @@ -6305,7 +6824,7 @@ msgid "" "constantly adjusts based on the purchase price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:62 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:66 msgid "" "**First In First Out (FIFO)**: tracks the costs of incoming and outgoing " "items in real-time and uses the real price of the products to change the " @@ -6317,18 +6836,18 @@ msgid "" "sensitive to input data and human error." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:70 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 msgid "" "Changing the costing method greatly impacts inventory valuation. It's highly" " recommended to consult an accountant first before making any adjustments " "here." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:74 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:78 msgid "Configure automated inventory valuation in Odoo" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:80 msgid "" "Make changes to inventory valuation options by navigating to " ":menuselection:`Inventory --> Configuration --> Product Categories`, and " @@ -6336,13 +6855,13 @@ msgid "" "apply." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:81 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:85 msgid "" "It is possible to use different valuation settings for different product " "categories." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:87 msgid "" "Under the :guilabel:`Inventory Valuation` heading are two labels: " ":guilabel:`Costing Method` and :guilabel:`Inventory Valuation`. Pick the " @@ -6352,13 +6871,13 @@ msgid "" ":guilabel:`Automated`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 msgid "" -":doc:`Using the inventory valuation " -"`" +":ref:`Using the inventory " +"valuation`" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:93 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:96 msgid "" "When choosing :guilabel:`Average Cost (AVCO)` as the :guilabel:`Costing " "Method`, changing the numerical value in the :guilabel:`Cost` field for " @@ -6369,7 +6888,7 @@ msgid "" "validated purchase orders." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:102 msgid "" "When the :guilabel:`Costing Method` is changed, products already in stock " "that were using the :guilabel:`Standard` costing method **do not** change " @@ -6380,21 +6899,21 @@ msgid "" "*Inventory Valuation* report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:105 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:108 msgid "" "On the same screen, the :guilabel:`Account Stock Properties` fields will " "appear, as they are now required fields given the change to automated " "inventory valuation. These accounts are defined as follows:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:109 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:112 msgid "" ":guilabel:`Stock Valuation Account`: when automated inventory valuation is " "enabled on a product, this account will hold the current value of the " "products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:114 msgid "" ":guilabel:`Stock Input Account`: counterpart journal items for all incoming " "stock moves will be posted in this account, unless there is a specific " @@ -6403,7 +6922,7 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:115 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:118 msgid "" ":guilabel:`Stock Output Account`: counterpart journal items for all outgoing" " stock moves will be posted in this account, unless there is a specific " @@ -6412,11 +6931,11 @@ msgid "" "product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:121 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:124 msgid "Access reporting data generated by inventory valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:123 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:126 msgid "" "To start, go to :menuselection:`Accounting --> Reporting --> Balance Sheet`." " At the top of the dashboard, change the :guilabel:`As of` field value to " @@ -6425,14 +6944,14 @@ msgid "" " at once." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:128 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:131 msgid "" "Under the parent :guilabel:`Current Assets` line item, look for the nested " ":guilabel:`Stock Valuation Account` line item, where the total valuation of " "all of the inventory on hand is displayed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:132 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/inventory_valuation_config.rst:135 msgid "" "Access more specific information with the :guilabel:`Stock Valuation " "Account` drop-down menu, by selecting either the :guilabel:`General Ledger` " @@ -6451,48 +6970,48 @@ msgstr "" msgid "Using inventory valuation" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:7 msgid "" "*Inventory valuation* is a quintessential accounting procedure that " "calculates the value of on-hand stock. Once determined, the inventory " "valuation amount is then incorporated into a company's overall value." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:11 msgid "" "In Odoo, this process can be conducted manually— by warehouse employees " "physically counting the products— or automatically through the database." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:13 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:15 msgid "" -":ref:`Inventory valuation configuration " -"`" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:16 -msgid "Understand the basics of inventory valuation" +":ref:`Inventory valuation " +"configuration`" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:18 +msgid "Understand the basics of inventory valuation" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:20 msgid "" "In order to understand how moving products in and out of stock affects the " "company's overall value, consider the following product and stock moves " "scenario below." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 msgid "Receive a product" msgstr "接收产品" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:26 msgid "" "For example, consider an physical product, a simple *table*, which is " "categorized as `Office Furniture` in the product form's :guilabel:`Product " "Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:27 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:29 msgid "" "Navigate to the the product category itself by going to " ":menuselection:`Inventory app --> Configuration --> Product Categories`, and" @@ -6500,14 +7019,14 @@ msgid "" "(FIFO)` and the :guilabel:`Inventory Valuation` field as `Automated`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:34 msgid "" "Alternatively access the :guilabel:`Product Categories` dashboard by " "clicking on the :guilabel:`internal link` arrow on the individual product's " "form, by hovering over the :guilabel:`Product Category` field." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:36 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:38 msgid "" "Next, assume 10 tables are purchased at a price of $10.00, each. The " ":abbr:`PO (Purchase Order)` for those tables will show the subtotal of the " @@ -6518,7 +7037,7 @@ msgstr "" msgid "Purchase order with 10 tables products valued at $10 each." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:45 msgid "" "After selecting :guilabel:`Validate` on the :abbr:`PO (Purchase Order)`, use" " the :guilabel:`Valuation` smart button to view how the value of inventory " @@ -6529,13 +7048,13 @@ msgstr "" msgid "Valuation smart button on a receipt." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:51 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:53 msgid "" ":ref:`Developer mode ` must be turned on to see the " "*Valuation* smart button." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:54 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:56 msgid "" "The :doc:`consignment " "` " @@ -6543,7 +7062,7 @@ msgid "" "companies are not accounted for in the host company's inventory valuation." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:60 msgid "" "The :guilabel:`Stock Valuation` dashboard then displays valuation of all " "products in the shipment, along with their quantities and valuation. In the " @@ -6555,7 +7074,7 @@ msgstr "" msgid "Stock valuation page depicting the products within a shipment." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:66 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:68 msgid "" "In Odoo, automatic inventory valuation records are also recorded in the " "*Accounting* app. To access these accounting entries, navigate to " @@ -6568,11 +7087,11 @@ msgstr "" msgid "Accounting entry for the inventory valuation of 10 tables." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:76 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 msgid "Deliver a product" msgstr "产品发货" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:78 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:80 msgid "" "In the same logic, when a table is shipped to a customer and leaves the " "warehouse, the stock valuation decreases. The :guilabel:`Valuation` smart " @@ -6584,11 +7103,11 @@ msgstr "" msgid "Decreased stock valuation after a product is shipped." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:87 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 msgid "The inventory valuation report" msgstr "库存计价报告" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:91 msgid "" "To view the current value of all products in the warehouse, go to " ":menuselection:`Inventory app --> Reporting --> Inventory Valuation`. The " @@ -6601,18 +7120,18 @@ msgstr "" msgid "Inventory valuation report showing multiple products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:99 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:101 msgid "" "The :guilabel:`Inventory At Date` button, located in the top-left corner of " "the :guilabel:`Stock Valuation` dashboard, shows the inventory valuation of " "products available during a prior specified date." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:104 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 msgid "Update product unit price" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:106 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:108 msgid "" "For any company: lead times, supply chain failures, and other risk factors " "can contribute to invisible costs. Although Odoo attempts to accurately " @@ -6620,7 +7139,7 @@ msgid "" "to update the unit price of products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:111 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:113 msgid "" "Manual valuation is intended for products that can be purchased and received" " for a cost greater than 0, or have product categories set with " @@ -6632,7 +7151,7 @@ msgstr "" msgid "Add manual valuation of stock value to a product." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:121 msgid "" "Create manual valuation entries on the :guilabel:`Stock Valuation` dashboard" " by first navigating to :menuselection:`Inventory app --> Reporting --> " @@ -6641,7 +7160,7 @@ msgid "" " well as a teal :guilabel:`+ (plus)` button on the right." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:124 +#: ../../content/applications/inventory_and_mrp/inventory/management/reporting/using_inventory_valuation.rst:126 msgid "" "Click the teal :guilabel:`+ (plus)` button to open up the :guilabel:`Product" " Revaluation` form, where updates to the calculation of inventory valuation " @@ -8074,6 +8593,135 @@ msgstr "" msgid "A receipt for stock received to one warehouse from another." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:3 +msgid "Locations" +msgstr "地点" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:5 +msgid "" +"A *location* is a specific space within a warehouse. This can be a shelf, " +"room, aisle, etc. There are three types of locations in Odoo:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:8 +msgid "" +"*Physical locations* are spaces within a warehouse owned by the user's " +"company. These can be a an area where items are stored like an aisle or " +"shelf, or an area where operations take place, like loading and unloading " +"bays." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:11 +msgid "" +"*Partner locations* are the same as physical locations except that they " +"exist within the warehouse of a customer or vendor." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:13 +msgid "" +"*Virtual locations* are locations that do not exist physically, but where " +"items that are not in inventory can be placed. These can be items that have " +"not yet entered inventory, like products that are on the way to a warehouse," +" or items that are no longer in inventory due to loss or other factors." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:19 +msgid "" +"In order to use locations, the :guilabel:`Storage Locations` setting must be" +" enabled. To do so, navigate to :menuselection:`Inventory --> Configuration " +"--> Settings`, scroll down to the :guilabel:`Warehouse` heading, and enable " +"the :guilabel:`Storage Locations` checkbox." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:24 +msgid "Create a new location inside a warehouse" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:26 +msgid "" +"Starting from the :menuselection:`Inventory` app, select " +":menuselection:`Configuration --> Locations --> Create`. The new location " +"form can then be configured as follows:" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:29 +msgid "" +":guilabel:`Location Name`: the name that will be used to reference the " +"location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:30 +msgid "" +":guilabel:`Parent Location`: the location or warehouse that the new location" +" exists within" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:31 +msgid "" +":guilabel:`Location Type`: choose the category that the location belongs to" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:32 +msgid "" +":guilabel:`Company`: the company that owns the warehouse that the location " +"is inside of" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:33 +msgid "" +":guilabel:`Is a Scrap Location?`: check this box to allow for " +"scrapped/damaged goods to be stored in this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:35 +msgid "" +":guilabel:`Is a Return Location?`: check this box to allow products to be " +"returned to this location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:37 +msgid ":guilabel:`Barcode`: the barcode number assigned to the location" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:38 +msgid "" +":guilabel:`Removal Strategy`: the :ref:`strategy " +"` for how items should be taken from " +"inventory" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst-1 +msgid "The form for creating a new location." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:46 +msgid "Create location hierarchies" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:48 +msgid "" +"The *Parent Location* setting on the new location form allows for a location" +" to exist within a warehouse or another location. Every location can serve " +"as a parent location, and every parent location can have multiple locations " +"within it, allowing for the creation of a virtually infinite hierarchical " +"structure." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:54 +msgid "" +"Location hierarchy could be organized so that a shelf is located within an " +"aisle, which is located within a room, which is located within the overall " +"warehouse." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/use_locations.rst:57 +msgid "" +"To create the location hierarchy in the example above, set the warehouse as " +"the parent of the room, the room as the parent of the aisle, and the aisle " +"as the parent of the shelf. This can be adapted to a hierarchy of any " +"magnitude." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouse_replenishment_transfer.rst:3 msgid "Transfer products between warehouses using replenishment" msgstr "" @@ -8350,7 +8998,7 @@ msgid "" "can create moves between warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:17 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:19 msgid "" "A **Location** is a specific space within the warehouse. It can be a " "sublocation of the warehouse (a shelf, a floor, an aisle, and so on). " @@ -8359,25 +9007,25 @@ msgid "" "be configured as needed under one warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:22 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 msgid "There are three types of locations:" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:26 msgid "" "The **Physical Locations** are internal locations that are part of the " "warehouses that the company owns. They can be the loading and unloading " "areas of the warehouse, a shelf, a department, etc." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:28 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:30 msgid "" "The **Partner Locations** are spaces within a customer and/or vendor's " "warehouse. They work the same way as physical locations, with the only " "difference being that they are not owned by the user's company." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:34 msgid "" "The **Virtual Locations** are places that do not exist, but in which " "products can be placed when they are not physically in an inventory yet (or " @@ -8386,7 +9034,7 @@ msgid "" "(**Procurements**)." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:37 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:39 msgid "" "In Odoo, locations are structured hierarchically. Locations can be " "structured as a tree, dependent on a parent-child relationship. This gives " @@ -8394,7 +9042,7 @@ msgid "" "organization of the warehouses." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:44 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:46 msgid "" "To activate locations, go to :menuselection:`Configuration --> Settings` and" " enable :guilabel:`Storage Locations`. Then, click :guilabel:`Save`." @@ -8404,25 +9052,25 @@ msgstr "" msgid "Enable the storage location feature in Odoo Inventory settings." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:52 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:54 msgid "" "To manage several routes within the warehouses, also enable " ":guilabel:`Multi-Step Routes` and check " ":doc:`../../routes/concepts/use_routes`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:56 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 #: ../../content/applications/inventory_and_mrp/inventory/routes/concepts/stock_warehouses.rst:41 msgid "Create a new warehouse" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:58 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:60 msgid "" "To create a warehouse, go to :menuselection:`Configuration --> Warehouse " "Management --> Warehouses` and click on :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:61 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:63 msgid "" "Then, fill out a :guilabel:`Warehouse Name` and a :guilabel:`Short Name`. " "The short name is five characters maximum." @@ -8432,14 +9080,14 @@ msgstr "" msgid "Short name field of a warehouse on Odoo Inventory." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:69 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:71 msgid "" "The :guilabel:`Short Name` appears on transfer orders and other warehouse " "documents. Odoo recommends using an understandable one like \"WH/[first " "letters of location]\"." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:72 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:74 msgid "" "Now, go back to the :guilabel:`Inventory` dashboard. There, new operations " "related to the newly created warehouse have been automatically generated." @@ -8451,23 +9099,23 @@ msgid "" "created warehouse." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:80 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:82 msgid "" "Adding a second warehouse will automatically activate the " ":guilabel:`Locations` setting." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:83 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 msgid "Create a new location" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:85 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:87 msgid "" "To create a location, go to :menuselection:`Configuration --> Warehouse " "Management --> Locations` and click on :guilabel:`Create`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:88 +#: ../../content/applications/inventory_and_mrp/inventory/management/warehouses/warehouses_locations.rst:90 msgid "" "Then, fill out a :guilabel:`Location Name` and a :guilabel:`Parent Location`" " and click :guilabel:`Save`." @@ -9757,452 +10405,608 @@ msgid "Storage Categories used in a variety of putaway rules." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:3 -msgid "What is a Removal Strategy (FIFO, LIFO, FEFO, Closest location)?" +msgid "Removal strategies (FIFO, LIFO, FEFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:5 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:7 +msgid "" +"For companies with warehouses, **removal strategies** determine which " +"products are taken from the warehouse, and when. Removal strategies are " +"typically defined for specific picking operations. This helps companies to " +"select the best products, optimize the distance workers need to travel when " +"picking items for orders, and account for quality control, such as moving " +"products with expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:13 msgid "" "Usually, *Removal Strategies* are defined in picking operations to select " -"the best products, optimize the distance for the worker, for quality control" -" purposes, or to first move products with the closest expiration date." +"the best products to optimize the distance for the worker, for quality " +"control purposes, or to first move the products with the closest expiration " +"date." +msgstr "通常，*移动策略*在拣货操作中定义，以选择最佳产品，优化工人的距离，用于质量控制，或首先移动最接近到期日期的产品。" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:17 +msgid "" +"When a product needs to be moved, Odoo finds available products that can be " +"assigned to the transfer. The way Odoo assigns these products depends on the" +" :guilabel:`Removal Strategy` defined in either the :guilabel:`Product " +"Category` or the :guilabel:`Location` dashboards." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:9 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:21 msgid "" -"When a product movement needs to be done, Odoo finds available products that" -" can be assigned to the transfer. The way Odoo assigns these products " -"depends on the *Removal Strategy* defined in the *Product Category* or on " -"the *Location*." -msgstr "当需要移动产品时，Odoo会找到可分配给转移的可用产品。Odoo分配这些产品的方式取决于*产品类别*中定义的*删除策略*或*位置*。" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:14 -msgid "What happens inside the warehouse?" -msgstr "仓库里发生了什么？" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:16 -msgid "" -"Imagine a generic warehouse plan, with receiving docks and areas, storage " -"locations, picking and packing areas, and shipping docks. All products go " -"through all these locations, but some rules, such as removal strategies, can" -" have an effect on which products are taken for the pickings." +"To change the :guilabel:`Removal Strategy`, go to :menuselection:`Inventory " +"app --> Configuration --> Locations` or :menuselection:`Product Categories`." +" Click on a :guilabel:`Location` or :guilabel:`Product Category`, and then " +"click :guilabel:`Edit`. Change the product category :guilabel:`Force Removal" +" Strategy` or the location :guilabel:`Removal Strategy` by clicking on the " +"drop-down menu and selecting the desired removal strategy. After selecting " +"the new removal strategy, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Empty stock waiting for deliveries at the docks." +msgid "" +"Change the Force Removal Strategy for either the Product Categories or " +"Locations." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:24 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:33 +msgid "What happens inside the warehouse?" +msgstr "仓库里发生了什么？" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:35 msgid "" -"Here, vendor trucks unload pallets of goods at the docks. Then, operators " -"scan the products in the receiving area with the reception date and, if the " -"product has an expiration date, the expiration date. After that, products " -"are stored in their respective locations." +"Most warehouses share the same important areas: receiving docks and sorting " +"areas, storage locations, picking and packing areas, and shipping/loading " +"docks. While all products entering or leaving the warehouse might go through" +" each of these locations at some point, removal strategies can have an " +"effect on which products are taken, from where, and when." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:40 +msgid "" +"In this example below, vendor trucks unload pallets of goods at the " +"receiving docks. Then, operators scan the products in the receiving area, " +"with the reception date and expiration date. After that, products are stored" +" in their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:45 +msgid "" +"Not all products have expiration dates, but in this example, expiration " +"dates apply." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Products entering stock via the receiving area." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:32 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 msgid "" -"Next, several orders for the same product are made, but in this example, the" -" goods weren't received on the same day and they don't have the same " -"expiration date. In that situation, logically, sending those with the " -"closest date first is preferred. Depending on the chosen removal strategy, " -"Odoo generates a transfer with the products that fit the settings the best." +"In Odoo, receive products by navigating to the :menuselection:`Inventory` " +"application, and in the kanban view, click on either the " +":guilabel:`Receipts` heading or :guilabel:`# TO PROCESS` button. On the " +":guilabel:`Receipts` dashboard, find and click on the individual receipt " +"which will open the warehouse intake form. Click :guilabel:`Edit`, and then " +"enter the received quantity in the :guilabel:`Done` column. To finish, " +":guilabel:`Validate` to receive the products and register them in the Odoo " +"database." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:59 +msgid "" +"Receiving products can also be done within the Odoo *Barcode* application. " +"If using the *Barcode* app, scan the product(s), update the quantity, and " +"finally, click :guilabel:`Validate`. After products are received in Odoo, " +"the products can then be moved to their respective storage locations." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:64 +msgid "" +"Continuing with the same example, below, imagine several sales orders are " +"made for the products received earlier, that use expiration dates. In this " +"example, the products weren't received on the same day, and they don't have " +"the same expiration date. In this situation, logically, sending products " +"with the closest expiration date is preferred, instead of products received " +"first or last. Using the chosen removal strategy configured for those " +"products (in this example, :ref:`FEFO `), Odoo generates a " +"transfer for the products with the soonest expiration date to the picking " +"area, then the packing area, and finally, to the shipping docks for delivery" +" to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "" -":alt: Products being packed at the packing area for delivery, taking expiration dates into\n" +"Products being packed at the packing area for delivery, taking the expiration dates into\n" "account." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:43 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:79 msgid "" "To pick for delivery, the product's lot/serial number can be found on the " -"transfer form." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:46 -msgid "How does it work?" -msgstr "工作原理是什么?" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:49 -msgid "First In, First Out (FIFO)" -msgstr "先进先出（FIFO）" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:51 -msgid "" -"When using a *First In, First Out* (FIFO) strategy, a demand for some " -"products triggers a removal rule, which requests a transfer for the " -"lot/serial number that has entered the stock first." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:54 -msgid "" -"For example, imagine there are three lots of nails in the warehouse. Those " -"three have the following lot numbers: :guilabel:`00001`, :guilabel:`00002`, " -":guilabel:`00003`, each with five boxes of nails in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:58 -msgid "" -":guilabel:`00001` entered the stock on the 23rd of May, :guilabel:`00002` on" -" the 25th of May, and :guilabel:`00003` on the 1st of June. A customer " -"orders six boxes on the 11th of June. With the :abbr:`FIFO (First In, First " -"Out)` removal strategy selected, a transfer is requested for the five boxes " -"of :guilabel:`00001` and one of the boxes in :guilabel:`00002`, because " -":guilabel:`00001` entered the stock before the others. The box from " -":guilabel:`00002` is taken next because it has the oldest reception date " -"after :guilabel:`00001`." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:65 -msgid "" -"So, for every order of a product with the :abbr:`FIFO (First In, First Out)`" -" strategy selected, Odoo requests a transfer for the products that have been" -" in the stock for the longest period." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:69 -msgid "Last In, First Out (LIFO)" -msgstr "后进先出（LIFO）" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:71 -msgid "" -"Similar to :abbr:`FIFO (First In, First Out)`, the *Last In, First Out* " -"(LIFO) strategy moves products based on the date they entered the stock. " -"Here, a demand for some products triggers a removal rule that requests a " -"transfer for the lot/serial number that has entered the stock most recently." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:76 -msgid "" -"For example, imagine there are three lots of screws in the warehouse. Those " -"three have the following numbers: :guilabel:`10001`, :guilabel:`10002`, and " -":guilabel:`10003`, each with 10 boxes of screws in it." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:80 -msgid "" -":guilabel:`10001` entered the stock on the 1st of June, :guilabel:`10002` on" -" the 3rd of June, and :guilabel:`10003` on the 6th of June. A customer " -"orders seven boxes on the 8th of June. With the :abbr:`LIFO (Last In, First " -"Out)` removal strategy selected, a transfer is requested for seven boxes of " -":guilabel:`10003` because that lot is the last one to have entered the " -"stock." +"transfer form. To learn more about picking and shipping, refer to either the" +" :ref:`Two-step delivery ` or " +":ref:`Three-step delivery ` documentation." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:85 -msgid "" -"Basically, for every order of a product with the :abbr:`LIFO (Last In, First" -" Out)` strategy used, a transfer for the last lot to have entered the stock " -"is requested." +msgid "How each removal strategy works" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:89 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:87 msgid "" -"The :abbr:`LIFO (Last In, First Out)` strategy is banned in many countries " -"and can lead to only having old or obsolete products in the stock." +"Removal strategies determine which products are taken from the warehouse " +"when orders are confirmed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:93 -msgid "First Expire, First Out (FEFO)" -msgstr "先到期先出（FEFO）" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:90 +msgid "First In, First Out (FIFO)" +msgstr "先进先出（FIFO）" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:95 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:92 msgid "" -"The *First Expired, First Out* (FEFO) strategy is a bit different from the " -"other two removal strategies. For :abbr:`FEFO (First Expired, First Out)`, " -"the expiration date is important, not the date the product entered the " -"stock." +"When using a :guilabel:`First In, First Out (FIFO)` strategy, demand for a " +"product triggers a removal rule, which requests a transfer for the " +"lot/serial number that entered the stock first (and therefore, has been in " +"stock for the longest time)." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:96 +msgid "" +"For example, imagine there are three lots of nails in the warehouse, and " +"have the corresponding lot numbers: `00001`, `00002`, `00003`. Each lot has " +"five boxes of nails in it." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:99 msgid "" -"For example, imagine there are three lots of six-egg boxes (in this specific" -" case, don't forget to use :doc:`units of measure " -"<../../management/products/uom>`). Those three lots have the following " -"numbers: :guilabel:`20001`, :guilabel:`20002`, and :guilabel:`20003`, each " -"with five boxes in it." +"Lot `00001` entered the stock on May 23, lot `00002` on May 25, and lot " +"`00003` on June 1. A customer orders six boxes on June 11." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:103 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:102 msgid "" -":guilabel:`20001` entered the stock on the 1st of July and expires on the " -"15th of July, :guilabel:`20002` entered on the 2nd and expires on the 14th " -"of July, and :guilabel:`20003` entered on the 4th and expires on the 21st of" -" July. A customer orders six boxes on the 5th of July. With the :abbr:`FEFO " -"(First Expired, First Out)` strategy selected, a transfer is requested for " -"the five boxes of :guilabel:`20002` and one from :guilabel:`20001`. The " -"transfer for all the boxes in lot :guilabel:`20002` is because they have the" -" closest expiration date. The transfer also requests one box from " -":guilabel:`20001` because has the next closest expiration date after lot " -":guilabel:`20002`." +"Using the :abbr:`FIFO (First In, First Out)` removal strategy, a transfer " +"request will pick the five boxes from lot `00001` first, and then from the " +"boxes in lot `00002`, since lot `00001` entered the stock first. The box " +"from lot `00002` is taken next because it has the oldest receipt date after " +"lot `00001`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"The detailed operations for the transfer shows the nail lots to be removed." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:112 +msgid "Last In, First Out (LIFO)" +msgstr "后进先出（LIFO）" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:114 msgid "" -"Basically, for every sales order of a product with the :abbr:`FEFO (First " -"Expired, First Out)` strategy, a transfer is requested for the product that " -"has the nearest expiration date from the order date." +"Similar to the :abbr:`FIFO (First In, First Out)` method, the " +":guilabel:`Last In, First Out (LIFO)` removal strategy moves products based " +"on the date they entered a warehouse's stock. Instead of removing the oldest" +" stock on-hand, however, it targets the **newest** stock on-hand for " +"removal." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:117 -msgid "Closest Location" -msgstr "最近位置" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:119 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:118 msgid "" -"The *Closest Location* strategy is completely different from the other " -"removal strategies. It is not related to the date of entry in the warehouse," -" but rather the location of the product. It is commonly used for products " -"that do not deteriorate with time." +"Every time an order for products with the :abbr:`LIFO (Last In, First Out)` " +"method is placed, a transfer is created for the lot/serial number that has " +"most recently entered the stock (the **last** lot/serial number that entered" +" the warehouse's inventory)." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:123 msgid "" -"The aim is to avoid making the warehouse worker take a long journey to the " -"bottom of the stock when the product is also located at a near location. " -"This method is only available if the :guilabel:`Storage Locations` setting " -"is on. The closest location is actually the one that comes first in the " -"alphabetic order." +"In many countries, the :abbr:`LIFO (Last In, First Out)` removal strategy in" +" banned, since it can potentially result in old, expired, or obsolete " +"products being delivered to customers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:126 +msgid "" +"For example, imagine there are three lots of boxes of screws in the " +"warehouse, and have the corresponding lot numbers: `10001`, `10002`, and " +"`10003`, each with 10 boxes of screws per lot." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:129 -msgid "Use removal strategies" +msgid "" +"Lot `10001` entered the stock on June 1, lot `10002` on June 3, and lot " +"`10003` on June 6. A customer orders seven boxes on June 8." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:131 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:132 msgid "" -"To differentiate some units from others, the units need to be tracked, " -"either by *lot* or by *serial number*. To do so, go to " -":menuselection:`Inventory --> Configuration --> Settings`. Then, activate " -"the :guilabel:`Storage Location`, :guilabel:`Multi-Step Routes`, and " -":guilabel:`Lots & Serial Numbers` settings." +"Using the :abbr:`LIFO (Last In, First Out)` removal strategy, a transfer is " +"requested for seven boxes of screws from lot `10003` because that lot is the" +" last one to have entered the stock." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Features to enable in order to properly use removal strategies." +msgid "" +"The detailed operations shows which lots are being selected for the picking." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:141 -msgid "" -"To work with the :abbr:`FEFO (First Expired, First Out)` strategy, also " -"activate the :guilabel:`Expiration Dates` feature." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:140 +msgid "First Expired, First Out (FEFO)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:144 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:142 msgid "" -"Next, go to :menuselection:`Inventory --> Configuration --> Product " -"Categories` to define the removal strategy on a product category." +"While the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First" +" Out)` methods target products for removal based on date of entry into the " +"warehouse, the :guilabel:`First Expired, First Out (FEFO)` method targets " +"products for removal based on their assigned expiration dates." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:146 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` removal strategy, every " +"sales order that includes products with this removal strategy assigned " +"ensures that transfers are requested for products with the expiration date " +"soonest to the order date." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:150 +msgid "" +"As an example, imagine there are three lots of six-egg boxes. Those three " +"lots have the following lot numbers: `20001`, `20002`, and `20003`, each " +"with five boxes in it." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:153 +msgid "" +"Lot `20001` entered the stock on July 1 and expires on July 15, lot `20002` " +"entered on July 2 and expires on July 14, and lot `20003` entered on July 3 " +"and expires on July 21. A customer orders six boxes on July 5." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:157 +msgid "" +"Using the :abbr:`FEFO (First Expired, First Out)` method, a transfer is " +"requested for the five boxes from lot `20002` and one from lot `20001`. All " +"the boxes in lot `20002` are transferred because they have the earliest " +"expiration date. The transfer also requests one box from lot `20001` because" +" it has the next closest expiration date after lot `20002`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Force removal strategy set up as first in first out." +msgid "The detailed operations for the transfer shows the lots to be removed." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:152 -msgid "FIFO (First In, First Out)" -msgstr "FIFO（先进先出）" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:154 -msgid "" -"As explained, a :abbr:`FIFO (First In, First Out)` removal strategy implies " -"that products stocked first move out first. Companies should use this method" -" if they are selling products with short demand cycles, such as clothes, and" -" to ensure they are not stuck with outdated styles in stock." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:158 -msgid "" -"In this example, there are three lots of white shirts. The shirts are from " -"the :guilabel:`All/Clothes` category, where *FIFO* is set as the removal " -"strategy. In the stock location (:guilabel:`WH/Stock`), the user can find " -"the three lots available." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the white shirt lots inventory valuation." -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:166 -msgid "" -"Lot :guilabel:`000001` contains five shirts, :guilabel:`000002` contains " -"three shirts, and :guilabel:`000003` contains two shirts." +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:167 +msgid "Using removal strategies" msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:169 msgid "" -"As seen above, :guilabel:`000001` entered the stock first. Now, create a " -"sales order of six white shirts to check that those products from lot " -":guilabel:`000001` are the first ones to move out." +"To differentiate some units of products from others, the units need to be " +"tracked, either by :guilabel:`Lot` or by :guilabel:`Serial Number`. To do " +"so, go to :menuselection:`Inventory --> Configuration --> Settings`. Then, " +"activate the :guilabel:`Storage Locations`, :guilabel:`Multi-Step Routes`, " +"and :guilabel:`Lots & Serial Numbers` settings. Click :guilabel:`Save` to " +"save changes." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:172 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Traceability settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Warehouse settings." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:183 msgid "" -"On the delivery order linked to the picking, the oldest lot numbers should " -"have been reserved thanks to the :abbr:`FIFO (First In, First Out)` " +"To use the :abbr:`FEFO (First Expired, First Out)` removal strategy, the " +":guilabel:`Expiration Dates` setting needs to be activated as well. To " +"enable this, go to :menuselection:`Inventory app --> Configuration --> " +"Settings`, scroll down to the :guilabel:`Traceability` section, and click " +"the checkbox next to :guilabel:`Expiration Dates`. Remember to click " +":guilabel:`Save` to save all changes." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:189 +msgid "" +"Now, specific removal strategies can be defined on product categories. To do" +" this, go to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and choose a product category to define the removal strategy " +"on. In the :guilabel:`Force Removal Strategy` field, choose a removal " "strategy." msgstr "" +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid ":alt: Removal strategy on a product category." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:198 +msgid "" +"To view all products with lots/serial numbers assigned to them, navigate to " +":menuselection:`Inventory app --> Products --> Lots/Serial Numbers`. This " +"reveals a page with drop-down menus of all products assigned lots or serial " +"numbers, filtered by *product* by default. To change the category these " +"products are filtered by, click :guilabel:`Product` (in the search bar, in " +"the top right of the page) to remove the default filter, and select a new " +"filter if desired." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"Click on Products, then Lots/Serial Numbers to display all the products with lots or serial\n" +"numbers." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:209 +msgid "" +"To view the serial numbers being selected for a sales order, go to the " +":guilabel:`Sales app` and select the sales order in question. In the sales " +"order, click the :guilabel:`Delivery` smart button in the top right. In the " +":guilabel:`Operations` tab, click the :guilabel:`⦙≣ (Detailed Operations)` " +"icon in the far right for the product in question. The :guilabel:`Detailed " +"Operations` window appears, and displays the lot or serial numbers selected " +"for that specific product for the delivery order." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:217 +msgid "FIFO (First In, First Out)" +msgstr "FIFO（先进先出）" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:219 +msgid "" +"The :abbr:`FIFO (First In, First Out)` removal strategy implies that " +"products which enter a warehouse's stock first are removed first. Companies " +"should use this method if they are selling products with short demand " +"cycles, such as clothes, to ensure they are not stuck with outdated styles " +"in stock." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:224 +msgid "" +"In this example, there are three lots of white shirts. The shirts are from " +"the *All/Clothes* category, where *FIFO* is set as the removal strategy. In " +"the :guilabel:`Inventory Valuation Report`, the three different receipts are" +" listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "View of the lots of white shirts in the inventory valuation report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:232 +msgid "" +"Lot `000001` contains five shirts, lot `000002` contains three shirts, and " +"lot `000003` contains two shirts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:235 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`White Shirt`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`6.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:242 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the oldest lot numbers will be reserved thanks to" +" the :abbr:`FIFO (First In, First Out)` strategy. All five shirts from lot " +"`000001` and one shirt from lot `000002` will be selected to be sent to the " +"customer." +msgstr "" + #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for a sales order with the FIFO strategy." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:180 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:252 msgid "LIFO (Last In, First Out)" msgstr "LIFO （后进先出）" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:182 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:254 msgid "" -"With a *LIFO* strategy, that's quite the opposite. In fact, the products " -"that are received last move out first. :abbr:`LIFO (Last In, First Out)` is " -"mostly used for products without a shelf life." +"The :abbr:`LIFO (Last In, First Out)` removal strategy works in the " +"**opposite** manner from the :abbr:`FIFO (First In, First Out)` strategy. " +"With this method, the products that are received **last** are moved out " +"first. This method is mostly used for products without a shelf life, and no " +"time-sensitive factors, such as expiration dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:185 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:259 msgid "" -"In this example, let's use the white shirts again to test the :abbr:`LIFO " -"(Last In, First Out)` strategy. First, open the product category via " -":menuselection:`Inventory --> Configuration --> Product Categories` and " -"change the removal strategy to :abbr:`LIFO (Last In, First Out)`." +"In this example, there are three lots of cinder blocks. The blocks are from " +"the *All/Building Materials* category, where *FIFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Last in first out strategy set up as forced removal strategy." +msgid "View of the lots of cinder blocks in the inventory valuation report." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:193 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:267 msgid "" -"Then, create a sales order for four white shirts and check that the reserved" -" products are from lots :guilabel:`000003` and :guilabel:`000002`." +"Lot `000020` contains three cinder blocks, lot `000030` contains five cinder" +" blocks, and lot `0000400` contains four cinder blocks." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:270 +msgid "" +"To see how the :abbr:`LIFO (Last In, First Out)` strategy works, first " +"navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (for this example, the " +":guilabel:`All/Building Materials` category) to edit. This reveals a product" +" category form." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:275 +msgid "" +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :guilabel:`Last In First " +"Out (LIFO)`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "Last in first out (LIFO) strategy set up as forced removal strategy." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:282 +msgid "" +"To see the removal strategy in action, go to the :menuselection:`Sales app` " +"and click :guilabel:`Create` to create a sales order. Next, select a " +":guilabel:`Customer` from the drop-down menu. Then click :guilabel:`Add a " +"product` in the :guilabel:`Order Lines` tab. Select a product (for this " +"example, the :guilabel:`Cinder Block`) from the drop-down menu, or type in " +"the name of the product in the field. Enter a quantity (for this example, " +"`5.00`) in the :guilabel:`Quantity` field, then click :guilabel:`Save`, then" +" click :guilabel:`Confirm`." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:289 +msgid "" +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the newest lot numbers will be reserved thanks to" +" the :abbr:`LIFO (Last In, First Out)` strategy. All four cinder blocks from" +" lot `0000400` and one cinder block from lot `000030` will be selected to be" +" sent to the customer." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "Two lots being reserved for sale with the LIFO strategy." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:201 -msgid "" -"Don't forget that the :abbr:`LIFO (Last In, First Out)` strategy is banned " -"in many countries!" -msgstr "" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:204 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:301 msgid "FEFO (First Expired, First Out)" msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:206 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:303 msgid "" -"With the :abbr:`FEFO (First Expired, First Out)` removal strategy, the way " -"products are picked is not based on the reception date. In this particular " -"case, they are dispatched according to their expiration date." +"The :abbr:`FEFO (First Expired, First Out)` removal strategy differs from " +"the :abbr:`FIFO (First In, First Out)` and :abbr:`LIFO (Last In, First Out)`" +" strategies, because it targets products for removal based on **expiration " +"dates** instead of their warehouse receipt dates. With this method, the " +"products that are going to expire first are moved out first. This method is " +"used for perishable products, such as medicine, food, and beauty products." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:211 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:309 msgid "" -"For have more information about expiration dates, please have a look at " -":doc:`the related doc " -"<../../management/lots_serial_numbers/expiration_dates>`." +"Lots are picked based on their **removal date** from earliest to latest. " +"Removal dates indicate how many days *before* the expiration date the " +"product needs to be removed from stock. The removal date is set on the " +"product form. Lots without a removal date defined are picked after lots with" +" removal dates." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:214 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:315 msgid "" -"By activating the :guilabel:`Expiration Dates` feature, it becomes possible " -"to define different expiration dates on the serial/lot numbers that will be " -"used in :abbr:`FEFO (First Expired, First Out)`. These expiration dates can " -"be set by going to :menuselection:`Inventory --> Products --> Lots/Serial " -"Numbers`." +"If products are not removed from stock when they should be, lots that are " +"past the expiration date may still be picked for delivery orders!" +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:319 +msgid "" +"For more information about expiration dates, reference the :doc:`Expiration " +"dates " +"`" +" document." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:323 +msgid "" +"First, go to :menuselection:`Inventory app --> Configuration --> Settings` " +"and ensure :guilabel:`Expiration Dates` is enabled. Once the " +":guilabel:`Expiration Dates` setting is enabled, it's possible to define " +"different expiration dates for individual serialized products, as well as " +"for lot numbers containing many products." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:328 +msgid "" +"In this example, there are three lots of hand cream. The creams are from the" +" *All/Health & Beauty* category, where *FEFO* is set as the removal " +"strategy. In the :guilabel:`Inventory Valuation Report`, the three different" +" receipts are listed with the amounts." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:332 +msgid "" +"Lot `0000001` contains twenty tubes of hand cream, expiring on Sept 30, lot " +"`0000002` contains ten tubes of hand cream, expiring on November 30, and lot" +" `0000003` contains ten tubes of hand cream, expiring on October 31." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 +msgid "" +"View the hand cream lot numbers and expiration dates in the inventory " +"report." +msgstr "" + +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:340 +msgid "" +"Expiration dates can be entered when validating the received products, or " +"set on products by going to :menuselection:`Inventory app --> Products --> " +"Lots/Serial Numbers`. Click :guilabel:`Create`, enter the serial number, and" +" select the product from the drop-down menu. Next, select the expiration " +"date in the :guilabel:`Dates` tab. Finally, click :guilabel:`Save`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 msgid "View of the removal date for 0000001." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:223 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:349 msgid "" -"Lots are picked based on their removal date, from earliest to latest. Lots " -"without a removal date defined are picked after lots with removal dates." -msgstr "从最早到最晚，根据移动日期选择范围。未定义移动日期的范围在具有移动日期之后拾取。" +"To see how the :abbr:`FEFO (First Expired, First Out)` strategy works, first" +" navigate to :menuselection:`Inventory app --> Configuration --> Product " +"Categories`, and select a product category (in this example, the " +":guilabel:`All/Health & Beauty` category) to edit. This reveals a product " +"category form." +msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:227 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:354 msgid "" -"Other dates are for informational and reporting purposes only. If not " -"removed from the stock, lots that are past the expiration dates may still be" -" picked for delivery orders!" -msgstr "其他日期仅供参考和报告之用。如果没有从库存中移动，超过到期日期的批次仍可能被选为交货订单！" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:230 -msgid "" -"To use the :abbr:`FEFO (First Expired, First Out)` strategy, go to " -":menuselection:`Inventory --> Configuration --> Product Categories` and set " -":abbr:`FEFO (First Expired, First Out)` in the :guilabel:`Force Removal " -"Strategy` field." +"Once on the product category form, under the :guilabel:`Logistics` section, " +"change the :guilabel:`Force Removal Strategy` to :abbr:`FEFO (First Expired," +" First Out)`." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "View of the FEFO strategy being set up as forced removal strategy." +msgid "FEFO forced removal strategy set on the product category." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:238 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:361 msgid "" -"For this particular case, the stock has hand cream. There are three lots of " -"them." +"Next, go to the :menuselection:`Sales app` and click :guilabel:`Create` to " +"create a sales order. Next, select a :guilabel:`Customer` from the drop-down" +" menu. Then click :guilabel:`Add a product` in the :guilabel:`Order Lines` " +"tab. Select a product (for this example, the :guilabel:`Hand Cream`) from " +"the drop-down menu, or type in the name of the product in the field. Enter a" +" quantity (in this example, `25.00`) in the :guilabel:`Quantity` field, then" +" click :guilabel:`Save`, then click :guilabel:`Confirm`." msgstr "" -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Lot / Serial No**" -msgstr " **次 / 序列** " - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Product**" -msgstr " **** " - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:241 -msgid "**Expiration Date**" -msgstr " **止日** " - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "0000001" -msgstr "0000001" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "Hand Cream" -msgstr "护手霜" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:243 -msgid "09/30/2019" -msgstr "2019/09/30" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "0000002" -msgstr "0000002" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:245 -msgid "11/30/2019" -msgstr "2019/11/30" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "0000003" -msgstr "0000003" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:247 -msgid "10/31/2019" -msgstr "2019/10/31" - -#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:250 +#: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst:368 msgid "" -"When a sales order for 25 units of Hand Cream is created, Odoo automatically" -" reserves the lots with the closest expiration date, :guilabel:`0000001` and" -" :guilabel:`0000003`." +"Once the sales order is confirmed, the delivery order will be created and " +"linked to the picking, and the lot numbers expiring first will be reserved " +"thanks to the :abbr:`FEFO (First Expired, First Out)` strategy. All twenty " +"tubes of hand cream from lot `0000001` and five from lot `0000003` will be " +"selected to be sent to the customer, detailed in the :guilabel:`Detailed " +"Operations` tab in the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/routes/strategies/removal.rst-1 -msgid "Two hand cream lots reserved for sell with the FEFO strategy." +msgid "Hand cream lot numbers selected for the sales order." msgstr "" #: ../../content/applications/inventory_and_mrp/inventory/shipping.rst:5 @@ -12429,13 +13233,6 @@ msgid "" "manufacturing process." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:19 -msgid "" -"Scrap orders can be viewed by navigating to :menuselection:`Inventory --> " -"Operations --> Scrap`. Each scrap order shows the date and time the order " -"was created, along with the product and quantity that was scrapped." -msgstr "" - #: ../../content/applications/inventory_and_mrp/manufacturing/management/scrap_manufacturing.rst:23 msgid "" "To view the total quantity of each item scrapped, navigate to " @@ -13000,25 +13797,25 @@ msgstr "或者，您还可以手动要求您的供应商通过创建直销型PO msgid "Use the Master Production Schedule" msgstr "使用主生产排程" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:5 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:7 msgid "" "The Master Production Schedule (MPS) is a valuable tool to plan your " "production based on your demand forecast." msgstr "主生产排程(MPS)是根据你的需求预测计划生产的有用工具。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:11 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:13 msgid "" "Go to the :menuselection:`Manufacturing app --> Configuration --> Settings` " "and activate the Master Production Schedule feature before hitting save." msgstr "前往 :menuselection:`制造应用程序 --> 配置 --> 设置`并启用主生产排程功能，然后点击保存。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:15 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:17 msgid "" "In the MPS settings, you can define the time range of your MPS " "(month/week/day) and the number of periods you want to display at all times." msgstr "在MPS设置中，您可以定义MPS的时间范围（月/周/天）以及您随时要显示的时段数。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:18 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:20 msgid "" "Now, go to :menuselection:`Planning --> Master Production Schedule` and " "click on *add a product*. You can now define your safety stock target (= the" @@ -13027,7 +13824,7 @@ msgid "" msgstr "" "现在，转到：菜单选择:`计划->主生产计划`，然后点击*添加产品*。您现在可以定义您的安全库存目标（=在此期间结束时您想要拥有的库存）以及每个期间必须或可以补充的最小和最大数量。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:26 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:28 msgid "" "In the MPS view, you can decide which information you would like to display " "by clicking on *rows*. For instance, the *Actual demand* will show you which" @@ -13039,11 +13836,11 @@ msgstr "" "在MPS视图中，您可以通过单击*行*来决定要显示哪些信息。例如，*实际需求*将显示您在此期间已经订购了多少产品，或者*可以承诺*，在同一时期仍然可以销售的产品（您计划补充的产品-" "已经销售的产品在此期间）。如果你喜欢，你也可以决定隐藏行。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 msgid "Estimate your demand and launch replenishment" msgstr "估计需求并发起补货" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:40 msgid "" "The next step is to estimate the demand for the chosen period. This is done " "in the *Forecasted Demand* Row. You can easily, at any time, compare the " @@ -13053,7 +13850,7 @@ msgid "" msgstr "" "下一步是估计所选时期的需求。这是在*预测需求*行中完成的。您可以随时轻松地将需求预测与实际需求（=确认销售额）进行比较。成品的需求预测将影响其组件的间接需求。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:48 msgid "" "Once the forecasted demand has been set, the quantity to replenish for the " "different periods will automatically be computed. The replenishments you are" @@ -13063,14 +13860,14 @@ msgid "" msgstr "" "一旦确定了预测需求，将自动计算不同时期的补充数量。您应该根据交货时间（供应商交货时间或制造交货时间）启动的补充信息然后以绿色显示。您现在可以点击补充按钮启动补充。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:52 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:54 msgid "" "Depending on the configuration of the product (buy vs. manufacture), " "requests for quotations or manufacturing orders will be created. You can " "easily access those by clicking on the *Actual Replenishment* cell." msgstr "根据产品的配置（采购或制造），系统将创建报价请求或制造订单。只需点击*实际补货*单元格，即可轻松访问这些信息。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:61 msgid "" "In case you manually edit the *Suggested Replenishment* quantity, a small " "cross will appear on the left hand side of the cell. In case you want to go " @@ -13078,74 +13875,74 @@ msgid "" "cross." msgstr "如果您手动编辑*建议补货*数量，单元格左侧会出现一个小十字。如果您想回到Odoo给出的自动计算值，只需单击交叉点。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 msgid "Cells color signification" msgstr "单元格颜色的含义" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:69 msgid "" "The cells, which are part of the *Suggested Replenishment* line, can take " "different colors depending on the situation:" msgstr "作为*建议补充*线的一部分的单元格可以根据情况采取不同的颜色：" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:70 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 msgid "" "**Green**: quantity of products which should be replenished to reach the " "expected safety stock considering the demand forecast and the indirect " "demand forecast." msgstr " **** ：考虑到需求预测和间接需求预测，为达到预期安全库存量需要补货的产品数量。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:72 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 msgid "" "**Grey**: replenishment order has already been generated, and its quantity " "still matches current data." msgstr " **** ：已生成补货订单，其数量仍匹配当前数据。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:74 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 msgid "" "**Red**: replenishment order has already been generated, and its quantity " "was too high considering current data." msgstr " **** ：已生成补货订单，其数量与当前数据相比过高。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 msgid "" "**Orange**: replenishment order has already been generated, and its quantity" " was too low considering current data." msgstr " **** ：已生成补货订单，其数量与当前数据相比过低。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:78 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:80 msgid "" "The *Forecasted stock* line can also contain red cells, which means the " "stock will be negative during the period in question." msgstr "*已预测库存*行也可包含红色单元格，意思是该周期内的库存将为负值。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 msgid "What if I have underestimated the demand?" msgstr "如果我低估了需求怎么办？" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:86 msgid "" "You can still increase the demand forecast. It will impact the quantity to " "replenish. The cell will become orange, and you’ll be able to launch a new " "replenishment." msgstr "你仍可增加需求预测。它将影响补货数量。单元格将变为橙色，你可发起新补货。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 msgid "What if I have overestimated the demand?" msgstr "如果我高估了需求怎么办？" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:91 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:93 msgid "" "You can decrease the demand forecast. The cell will become red to inform you" " that you’ve ordered more than planned. If you’re still able to do it, you " "can cancel some RFQ or MO manually." msgstr "你可减少需求预测。单元格将变为红色，表明你订购的数量超过了计划数量。如果允许，你可手动取消一些询价单或制造订单。" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 msgid "What if I wrongly added a product to the MPS?" msgstr "如果我在MPS中错误添加了产品怎么办？" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/use_mps.rst:100 msgid "" "You can easily remove a product from the MPS by clicking the small bin on " "the right of its name." @@ -13221,17 +14018,17 @@ msgstr "" msgid "An example of a fully configured work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:36 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 msgid "Set standards for work center productivity" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:38 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:40 msgid "" "The :guilabel:`General Information` tab on the work center form allows for " "productivity goals to be assigned to a work center:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:41 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:43 msgid "" ":guilabel:`Time Efficiency`: used to calculate the expected duration of a " "work order at the work center; for example, if a work order normally takes " @@ -13239,35 +14036,35 @@ msgid "" "minutes" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:44 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 msgid "" ":guilabel:`Capacity`: the number of operations that can be performed at the " "work center simultaneously" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:46 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 msgid ":guilabel:`OEE Target`: the target for efficiency at the work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:47 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 msgid "" ":guilabel:`Setup Time`: time required to set up the work center before work " "can commence" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:48 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 msgid "" ":guilabel:`Cleanup Time`: time required to clean the work center after work " "is finished" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:49 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:51 msgid "" ":guilabel:`Cost per hour`: the cost of operating the work center for one " "hour" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:50 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:52 msgid "" ":guilabel:`Analytic Account`: the account where the cost of the work center " "should be recorded" @@ -13277,44 +14074,44 @@ msgstr "" msgid "The general information tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:57 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 msgid "Assign equipment to a work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:59 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:61 msgid "" "Using the :guilabel:`Equipment` tab, it is possible for specific pieces of " "equipment to be assigned to a work center. The following information will be" " displayed for each piece of equipment added:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:62 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 msgid ":guilabel:`Equipment Name`: the name of the piece of equipment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:63 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 msgid "" ":guilabel:`Technician`: the technician responsible for servicing the " "equipment" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:64 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:66 msgid ":guilabel:`Equipment Category`: the category the equipment belongs to" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:65 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 msgid "" ":guilabel:`MTBF`: mean time between failures; the average time that the " "piece of equipment will operate before failing" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:67 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 msgid "" ":guilabel:`MTTR`: mean time to recovery; the average time it takes for the " "equipment to become fully operational again" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:69 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:71 msgid "" ":guilabel:`Est. Next Failure`: an estimate of when the next equipment " "failure will occur" @@ -13324,31 +14121,31 @@ msgstr "" msgid "The equipment tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:76 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:78 msgid "" ":guilabel:`MTBF`, :guilabel:`MTTR`, and :guilabel:`Est. Next Failure` are " "all calculated automatically based on past failure data, if any exists." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:82 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 msgid "Integrate IoT devices" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:84 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:86 msgid "" "The :guilabel:`IoT Triggers` tab enables the integration of :abbr:`IoT " "(Internet of Things)` devices with a work center:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:87 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 msgid ":guilabel:`Device`: specifies the IoT device to be triggered" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:88 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:90 msgid ":guilabel:`Key`: the security key for the device" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:89 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:91 msgid ":guilabel:`Action`: the IoT device action triggered" msgstr "" @@ -13356,11 +14153,11 @@ msgstr "" msgid "The IoT Triggers tab of the work center form." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:96 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 msgid "Use case: configure an alternative work center" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:98 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:100 msgid "" "When a work center is at capacity, it cannot accept any new work orders. " "Instead of waiting for the work center to become available, it is possible " @@ -13368,7 +14165,7 @@ msgid "" "carried out." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:102 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:104 msgid "" "Begin by creating a new work center. Configure the :guilabel:`Equipment` tab" " so that it has all of the same equipment as the main work center. This will" @@ -13377,7 +14174,7 @@ msgid "" ":guilabel:`Alternative Workcenters` selection field." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:107 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:109 msgid "" "Now, create a new manufacturing order that uses the main work center for one" " of its operations. The main work center will automatically be selected for " @@ -13391,7 +14188,7 @@ msgid "" "Click the plan button to automatically select an available work center." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:116 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:118 msgid "" "If the main work center is at capacity, the work center selected for the " "operation will be automatically changed to the alternative work center." @@ -13401,11 +14198,11 @@ msgstr "" msgid "The alternative work center is automatically selected." msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:124 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 msgid "Monitor work center performance" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:126 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:128 msgid "" "Performance for an individual work center can be viewed by selecting " ":menuselection:`Configuration --> Work Centers`, and clicking on a work " @@ -13413,23 +14210,23 @@ msgid "" "at the top right of the form:" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:130 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 msgid "" ":guilabel:`OEE`: overall effective efficiency, the percentage of time that " "the work center has been fully productive" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:132 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 msgid ":guilabel:`Lost`: the amount of time lost due to work stoppages" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:133 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:135 msgid "" ":guilabel:`Load`: the amount of time it will take to complete the current " "workload" msgstr "" -#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:134 +#: ../../content/applications/inventory_and_mrp/manufacturing/management/using_work_centers.rst:136 msgid "" ":guilabel:`Performance`: the real duration of work time, shown as a " "percentage of the expected duration" diff --git a/locale/zh_CN/LC_MESSAGES/marketing.po b/locale/zh_CN/LC_MESSAGES/marketing.po index 8ee4e066f..eb28d06b2 100644 --- a/locale/zh_CN/LC_MESSAGES/marketing.po +++ b/locale/zh_CN/LC_MESSAGES/marketing.po @@ -1406,7 +1406,7 @@ msgstr "点击后，将出现一个设置下拉菜单。" #: ../../content/applications/marketing/events/event_essentials.rst-1 msgid "Overview of events setting with the kanban view in Odoo Events." -msgstr "" +msgstr "在 Odoo 活动应用程序中，使用看板视图对活动设置进行概览。" #: ../../content/applications/marketing/events/event_essentials.rst:36 msgid "Create a new event" @@ -1988,16 +1988,17 @@ msgid "" ":guilabel:`Sales Smart Button` shortcut, located at the top of the event " "template form (in the :guilabel:`Events` application)." msgstr "" +"在线或通过销售订单售票的活动有一个:guilabel:`销售智能按钮`快捷方式，位于活动模板表单顶部（在:guilabel:`活动`应用程序中）。" #: ../../content/applications/marketing/events/sell_tickets.rst:43 msgid "" "Clicking the :guilabel:`Sales Smart Button` reveals a page with all the " "sales orders related to that event." -msgstr "" +msgstr "点击:guilabel:`销售智能按钮` 会显示与该事件相关的所有销售订单页面。" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "View of an event's form and the sales smart button in Odoo Events." -msgstr "" +msgstr "查看 Odoo 活动应用程序中的活动表单和销售智能按钮。" #: ../../content/applications/marketing/events/sell_tickets.rst-1 msgid "" @@ -2335,16 +2336,17 @@ msgid "" "visually displays various metrics related to the campaign with detailed " "graphs and in-depth data." msgstr "" +"指标是衡量营销活动的进度和成功的详细统计数据。在工作流程中创建营销活动时，Odoo 通过详细的图表和深入的数据直观地显示与活动相关的各种指标。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:10 msgid "" "A typical line graph in a marketing automation workflow showcasing the " "success rate of an email." -msgstr "" +msgstr "营销自动化工作流程中展示电子邮件成功率的典型折线图。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 msgid "An example of a marketing automation campaign in Odoo." -msgstr "" +msgstr "Odoo 营销自动化活动示例。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:16 msgid "" @@ -2353,22 +2355,24 @@ msgid "" "leads (or opportunities) whose :guilabel:`Tag Name` contains a value of " "`product` — and *also* have an email address set up in the database." msgstr "" +"在本例中，该营销活动的 :guilabel:`目标` 设置为 :guilabel:`潜在客户/商机`，并缩小了范围，*只*关注 " +":guilabel:`标签名称` 包含`产品`值的潜在客户（或商机），*并且*在数据库中设置了电子邮件地址。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:20 msgid "" "Beneath the filter nodes, Odoo displays how many records in the database " "fall into the previously-specified criteria filter." -msgstr "" +msgstr "在筛选器节点下方，Odoo 会显示数据库中有多少记录属于之前指定的标准筛选器。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:24 msgid "Below, there are 18 records in the database that match the criteria." -msgstr "" +msgstr "下面，数据库中有 18 条符合标准的记录。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 msgid "" "Lead generation filters used to refine records on automation campaigns in " "Odoo." -msgstr "" +msgstr "潜在客户生成筛选器用于完善 Odoo 中自动化活动的记录。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:30 msgid "" @@ -2378,13 +2382,15 @@ msgid "" "other words, they have matched the criteria, and have already interacted " "with the campaign in one way or another." msgstr "" +"在营销自动化活动表单的顶部，有一系列智能按钮。在此例中，:guilabel:`参与`智能按钮表示，在这 18 条记录中，有 25 " +"条已经成为参与者。换言之，他们符合条件，并且已经以某种方式参与过活动。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:36 msgid "" ":guilabel:`Records` represent a real-time number. Therefore, while the " "workflow is running, changes in opportunity records (deletions, additions, " "or adjustments) may occur." -msgstr "" +msgstr ":guilabel:`记录`表示实时数字。因此，在工作流程运行时，销售记录的更改（删除、添加或调整）可能会发生。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:39 msgid "" @@ -2394,12 +2400,14 @@ msgid "" "that have already been set as :guilabel:`Participants` before — Odoo just " "adds new ones." msgstr "" +"这意味着 :guilabel:`记录`的数量会实时更新，但这些更新*不会*改变 :guilabel:`参与者` " +"的数量，因为该指标*不会*排除之前已设置为 :guilabel:`参与者` 的销售机会 - Odoo 只添加新的机会。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:44 msgid "" "That's why the number of :guilabel:`Records` can be different from the " "number of :guilabel:`Participants` from time to time." -msgstr "" +msgstr "这就是为什么:guilabel:`记录`的数量有时会与:guilabel:`参与者`的数量不同。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst-1 msgid "" @@ -2413,13 +2421,15 @@ msgid "" "look at the :guilabel:`Target` model, and check if new :guilabel:`Records` " "have been added (or modified), which always keeps the flow up-to-date." msgstr "" +"每当系统运行、更新数字和触发操作时，它都会查看 :guilabel:`目标` 模型，并检查是否添加（或修改）了新的 " +":guilabel:`记录`，从而始终保持流程的最新状态" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:56 msgid "" "The :guilabel:`Filter` here is applied to *all* activities. Leads that lose " "that specific tag (`product`) in the meantime will be excluded from later " "activities." -msgstr "" +msgstr "这里的 :guilabel:`筛选` 应用于*所有*活动。此时失去特定标签（`产品`）的潜在客户将被排除在以后的活动之外。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:60 msgid "" @@ -2429,17 +2439,18 @@ msgid "" "the records satisfy *both* filter criteria — the activity filter and its " "specific domain filter." msgstr "" +"此功能可用于在:guilabel:`活动`弹出窗口的:guilabel:`域`部分对单个活动应用筛选器。使用此功能可以指定一个仅当记录同时满足活动筛选器和其特定域筛选器的条件时，才执行的个别筛选器。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:66 msgid "" "When configuring an SMS activity, make sure a certain phone number is set, " "in order to avoid triggering a SMS that would never be sent." -msgstr "" +msgstr "配置短信活动时，请确保设置了某个电话号码，以避免触发错误短信。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:0 msgid "" "A relevant targeting filter that applies to a type of individual activity." -msgstr "" +msgstr "适用于某种类型的个别活动的相关定位筛选器。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:73 msgid "" @@ -2449,26 +2460,28 @@ msgid "" "a participant does *not* match the conditions, it will be added to the " ":guilabel:`Rejected` number." msgstr "" +":guilabel:`成功'表示成功搜索符合该活动筛选条件的参与者的次数，占参与者总数的比例。如果参与者*不符合*条件，则会被添加到 " +":guilabel:`已拒绝` 数字中。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst-1 msgid "" "Overview showing participants who do or do not match filtering criteria on " "an activity." -msgstr "" +msgstr "概览显示符合或不符合活动筛选条件的参与者。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:82 msgid "" "Hovering over the graph on an automation activity block, Odoo displays the " "number of successful and rejected participants, per day, over the last 15 " "days." -msgstr "" +msgstr "将鼠标悬停在自动化活动区块的图表上，Odoo 会显示过去 15 天内每天成功或拒绝参与的人数。" #: ../../content/applications/marketing/marketing_automation/advanced/understanding_metrics.rst:86 msgid "" "Whenever a new record is added to the :guilabel:`Target` model, it's " "automatically added to the workflow, and it will start the workflow from the" " beginning (:guilabel:`Parent Action`)." -msgstr "" +msgstr "每当有新记录添加到 :guilabel:`目标` 模型，它就会自动添加到工作流中，并重新开始工作流（:guilabel:`上级操作`）。" #: ../../content/applications/marketing/marketing_automation/getting_started.rst:5 msgid "Getting Started" @@ -2488,6 +2501,8 @@ msgid "" "the entire campaign, and all of its stages, in one place on a single " "dashboard." msgstr "" +"Odoo *营销自动化* " +"应用程序通过结合特定规则和筛选器来生成定时操作，从而实现各种营销任务的自动化。*营销自动化*应用程序可让营销人员在单个仪表板上集中构建整个营销活动及其所有阶段，而无需手动构建营销活动的每个阶段（如一系列定时群发邮件）。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:11 msgid "Create a campaign" @@ -2500,75 +2515,77 @@ msgid "" "button in the upper-left corner. Doing so reveals a blank marketing " "automation campaign detail form on a separate page." msgstr "" +"要创建新的自动化营销活动，请打开 :menuselection:`市场营销自动化` 应用程序，然后单击左上角的 :guilabel:`创建` " +"按钮。这样就会在另一页面上显示空白的营销自动化活动详情表单。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:17 msgid "" "On the blank marketing automation campaign page, the following smart buttons" " and fields are available:" -msgstr "" +msgstr "在空白营销自动化活动页面上，可使用以下智能按钮和字段：" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst-1 msgid "" "A dashboard showing the creation of a new marketing automation campaign in " "Odoo." -msgstr "" +msgstr "仪表板显示在 Odoo 中新建的营销自动化活动。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:24 msgid "**Smart buttons**" -msgstr "" +msgstr "**智能按钮**" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:26 msgid "" ":guilabel:`Templates`: represents the number of pre-configured mail " "templates being used in this particular campaign. (Templates can always be " "created on-the-fly, as well)." -msgstr "" +msgstr ":guilabel:`模板`：表示在此特定活动中使用的预配置邮件模板数量。（模板始终可以即时创建）。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:28 msgid "" ":guilabel:`SMS`: represents the number of personalized SMS messages " "connected to this campaign." -msgstr "" +msgstr ":guilabel:`SMS`：表示与此活动相关联的个性化短信消息的数量。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:29 msgid "" ":guilabel:`Clicks`: represents the number of times attached links have been " "clicked by recipients of this campaign." -msgstr "" +msgstr ":guilabel:`点击次数`：表示此活动的收件人点击附加链接的次数。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:31 msgid "" ":guilabel:`Participants`: represents the number of contacts that have " "directly participated in this campaign." -msgstr "" +msgstr ":guilabel:`参与者`：表示直接参与此活动的联系人数量。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:34 msgid "**Fields**" -msgstr "" +msgstr "**字段**" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:36 msgid "" ":guilabel:`Name`: represents the name of the marketing automation campaign " "being created." -msgstr "" +msgstr ":guilabel:`名称`: 表示正在创建的营销自动化活动的名称。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:37 msgid "" ":guilabel:`Target`: this field is a drop-down menu to choose which model is " "targeted by this campaign (i.e., by Contacts, Sales Order, Lead/Opportunity," " etc.)." -msgstr "" +msgstr "guilabel:`目标`：该字段是一个下拉菜单，用于选择此营销活动的目标模型（例如，联系人、销售订单、潜在客户/商机等）。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:39 msgid "" ":guilabel:`Filter`: this field provides numerous configurable criteria that " "can be used to further narrow down the target recipients/audience for the " "marketing automation campaign." -msgstr "" +msgstr "guilabel:`筛选器`：此字段提供许多可配置的标准，可用于进一步缩小营销自动化活动的目标收件人/受众范围。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:43 msgid "Campaign filters" -msgstr "" +msgstr "营销活动筛选" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:45 msgid "" @@ -2577,10 +2594,12 @@ msgid "" "be configured for Odoo to use when filtering who to include (and exclude) in" " this specific marketing campaign." msgstr "" +"要为目标受众添加:guilabel:`筛选器`，请单击:guilabel:`添加筛选器`，此时会出现一个节点字段。在节点字段中，可配置自定义公式，以便 " +"Odoo 在筛选特定营销活动中的包含（和排除）对象时使用。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst-1 msgid "A filter node in Odoo Marketing Automation." -msgstr "" +msgstr "Odoo 营销自动化中的一个筛选器节点。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:53 msgid "" @@ -2590,6 +2609,7 @@ msgid "" "criteria determining which records to include (or exclude) in the execution " "of the campaign." msgstr "" +"当点击节点的第一个字段时，屏幕上会出现一个嵌套的下拉菜单，其中的选项可根据营销活动的需要选择特定的标准。节点上的其余字段进一步定义了决定在执行营销活动时包含（或排除）哪些记录的标准。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:58 msgid "" @@ -2597,32 +2617,37 @@ msgid "" "of the filtering rule. To add a branch of multiple nodes at the same time, " "click the :guilabel:`⋯ (ellipses)` icon." msgstr "" +"要添加另一个节点，请单击过滤规则右侧的 :guilabel:` ➕（加号）` 图标。要同时添加多个节点的分支，请单击 :guilabel:`⋯ " +"（省略号）` 图标。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:61 msgid "" "For further information on filters, refer to :doc:`this documentation page " "`." msgstr "" +"进一步了解筛选器的信息，请参阅:doc:`此文档页面`。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:65 msgid "" ":guilabel:`Records` represent the number of contacts in the system that fit " "the specified criteria for a campaign." -msgstr "" +msgstr ":guilabel:`Records` 表示系统中符合活动指定标准的联系人数量。" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:69 msgid "" ":doc:`/applications/marketing/marketing_automation/getting_started/testing_running`" msgstr "" +":doc:`/applications/marketing/marketing_automation/getting_started/testing_running`" #: ../../content/applications/marketing/marketing_automation/getting_started/first_campaign.rst:70 msgid "" ":doc:`/applications/marketing/marketing_automation/getting_started/workflow_activities`" msgstr "" +":doc:`/applications/marketing/marketing_automation/getting_started/workflow_activities`" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:3 msgid "Target an audience" -msgstr "" +msgstr "瞄准受众" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:5 msgid "" @@ -2632,10 +2657,11 @@ msgid "" "be as simple (or as complex) as necessary, to reach the right customers at " "the right time." msgstr "" +"在努力发展业务时，将营销活动传递给正确的受众至关重要。Odoo的*营销自动化*应用程序通过提供详细的筛选工具，帮助市场营销人员做到这一点。这些筛选工具可以根据需要设置，可简单可复杂，以在适当的时间接触到正确的客户。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:11 msgid "Configure target filters" -msgstr "" +msgstr "配置目标筛选器" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:13 msgid "" @@ -2644,10 +2670,12 @@ msgid "" ":guilabel:`> (arrow)` icon signifies that the particular filter has more " "refined parameters within it that can be customized." msgstr "" +"在配置营销活动的目标筛选器时，有些选项旁会有一个 :guilabel:`> " +"（箭头）`图标。guilabel:`>（箭头）`\"图标表示该特定筛选器有更多可定制的细化参数。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst-1 msgid "The drop-down filter menu in the Marketing Automation application." -msgstr "" +msgstr "营销自动化应用程序中的下拉筛选菜单。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:21 msgid "" @@ -2657,28 +2685,29 @@ msgid "" "allowing filters to be grouped with :guilabel:`ANY` or :guilabel:`ALL` " "statements." msgstr "" +"通过添加*分支*和*节点*可以扩展筛选器。*节点*为一组目标条件添加了另一个筛选参数（例如，添加一行新的条件），而*分支*则创建了一个精细化的参数集群，允许将筛选器与:guilabel:`任何`或`全部`语句进行分组。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:26 msgid "Every time a new branch is created, there are two options:" -msgstr "" +msgstr "每次创建新分支时，有两个选项：" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:28 msgid "" "Either the records can match :guilabel:`ALL` criteria for the upcoming rules" " (creating an AND statement where *all* criteria must match)." -msgstr "" +msgstr "记录可以匹配所有即将到来的规则的:guilabel:`全部`条件（创建一个AND语句，其中*所有*条件都必须匹配）。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:30 msgid "" "Or, the records can match :guilabel:`ANY` criteria for the upcoming rules " "(creating an OR statement where *only one* of the criteria must match)." -msgstr "" +msgstr "或者，记录可以匹配即将出现规则的 :guilabel:`任意` 条件（创建一个 OR 语句，其中条件必须*仅有一个*匹配）。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:33 msgid "" "To change between these two options, simply click the drop-down arrow icon " "in the green box and select :guilabel:`ANY` or :guilabel:`ALL`." -msgstr "" +msgstr "要在这两个选项之间切换，只需单击绿色框中的下拉箭头图标，然后选择 :guilabel:`任意` 或 :guilabel:`全部`。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:36 msgid "" @@ -2686,6 +2715,8 @@ msgid "" "another branch click on the :guilabel:`⋯ (ellipses)` icon. To exclude a node" " or a branch, click on :guilabel:`✖ (delete)` icon to delete it." msgstr "" +"要添加一个节点，请点击 :guilabel:`➕ （加号）` 图标，要添加另一个分支，请点击 :guilabel:`⋯ （省略号）` " +"图标。要排除一个节点或分支，请点击 :guilabel:`✖ （删除）` 图标进行删除。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:45 msgid "Use cases" @@ -2695,11 +2726,11 @@ msgstr "用例" msgid "" "The following scenarios outline different combinations of filters a " "marketing campaign might commonly use." -msgstr "" +msgstr "以下场景概述了市场营销活动常使用的不同筛选器组合。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:51 msgid "Scenario #1: Narrow target down to new opportunities in the pipeline" -msgstr "" +msgstr "情景＃1：将目标受众的范围缩小到销售管道中的新机会。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:53 msgid "" @@ -2708,6 +2739,8 @@ msgid "" ":guilabel:`Search More` from the drop-down menu. Then, search for " ":guilabel:`Lead/Opportunity`, and select it." msgstr "" +"在*编辑模式*下（通过单击:guilabel:`编辑`按钮），选择:guilabel:`目标`字段，并从下拉菜单中单击:guilabel:`搜索更多`。然后，搜索" +" :guilabel:`潜在客户/商机` 并将其选中。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:57 msgid "" @@ -2716,12 +2749,15 @@ msgid "" "the filter equation. Doing so reveals a drop-down menu full of filter " "options. From this drop-down, scroll down (or search for) :guilabel:`Type`." msgstr "" +"接下来，在 :guilabel:`筛选` 字段中点击 :guilabel:`添加筛选器`。然后，点击筛选器等式第一部分中的默认 " +":guilabel:`ID` 筛选器选项。这样就会出现一个下拉菜单，上面有很多筛选器选项。从下拉菜单中，向下滚动（或搜索） " +":guilabel:`类型`。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:62 msgid "" "Keep the second portion of the filter equation on the default :guilabel:`🟰 " "(equal sign)` icon." -msgstr "" +msgstr "保持筛选器方程的第二部分默认为 :guilabel:`🟰 （等号）` 图标。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:64 msgid "" @@ -2730,12 +2766,14 @@ msgid "" ":guilabel:`Records` that fit this specific filter equation changes as the " "equation is customized." msgstr "" +"接下来，将筛选公式的第三部分（也是最后一部分）从 :guilabel:`潜在客户` 改为 :guilabel:`商机`。符合这一特定筛选公式的 " +":guilabel:`记录` 的数量会随着公式的定制而改变。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:68 msgid "" "Add another node to this filter by clicking the :guilabel:`➕ (plus sign)` " "icon to the right of the equation." -msgstr "" +msgstr "点击方程右侧的 :guilabel:`➕ （加号）` 图标，为该过滤器添加另一个节点。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:71 msgid "" @@ -2745,30 +2783,33 @@ msgid "" "the first portion of the second filter equation, and scroll down (or search " "for) :guilabel:`Stage` from the field drop-down menu." msgstr "" +"由于 \"新\" 商机是此筛选器的目标，因此第二个节点将*仅*专注于定位处于管道 :guilabel:`新` " +"阶段的商机。执行此操作，请从第二个筛选器等式的第一部分选择默认的 :guilabel:`ID`，然后从字段下拉菜单中向下滚动（或搜索） " +":guilabel:`阶段`。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:76 msgid "" "Once again, leave the second portion of the filter equation on :guilabel:`🟰 " "(equal sign)` icon." -msgstr "" +msgstr "再次将筛选公式的第二部分保留在 :guilabel:`🟰（等号）` 图标上。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:78 msgid "" "Lastly, highlight the default value in the third (and final) portion of the " "second filter equation, and type in `New`. With that in place, Odoo only " "targets opportunities that are in the \"New\" stage of the pipeline." -msgstr "" +msgstr "最后，选中第二个筛选公式第三部分（也是最后一部分）中的默认值，并键入 \"新\"。这样，Odoo 就只针对管道中处于 \"新\" 阶段的商机。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst-1 msgid "" "A standard scenario using filters in the Odoo Marketing Automation app." -msgstr "" +msgstr "在 Odoo 营销自动化应用中使用过滤器的标准场景。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:87 msgid "" "Scenario #2: Narrow down target to event attendees who purchased a specific " "ticket" -msgstr "" +msgstr "情景＃2：将目标缩小到购买特定门票的活动参与者" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:89 msgid "" @@ -2777,6 +2818,7 @@ msgid "" ":guilabel:`Search More` from the drop-down menu. Then, scroll down (or " "search for) :guilabel:`Event`, and select it." msgstr "" +"在活动模板表单的*编辑模式*下（点击:guilabel:`编辑`按钮），选择:guilabel:`目标`字段，并从下拉菜单中选择:guilabel:`搜索更多`。然后，向下滚动（或搜索）找到:guilabel:`事件`，并选将其选中。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:93 msgid "" @@ -2785,6 +2827,8 @@ msgid "" " equation. Doing so reveals a drop-down menu full of filter options. From " "this drop-down, scroll down (or search for) :guilabel:`Event`." msgstr "" +"接下来，在 :guilabel:`筛选` 字段中点击 :guilabel:`添加筛选器`。点击筛选器等式第一部分中的默认 :guilabel:`ID` " +"筛选器选项。这样就会出现一个下拉菜单，上面有很多筛选器选项。从下拉菜单中，向下滚动（或搜索）:guilabel:`活动`。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:98 msgid "" @@ -2792,25 +2836,26 @@ msgid "" "the filter equation. This reveals a drop-down menu. From this drop-down " "menu, select :guilabel:`contains`." msgstr "" +"单击筛选公式第二部分中的默认 :guilabel:`🟰（等号）` 图标。将显示一个下拉菜单。从下拉菜单中选择 :guilabel:`包含`。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:101 msgid "" "In the third (and final) empty portion of the filter equation, type in the " "name of the event(s) that Odoo should consider for this campaign filter." -msgstr "" +msgstr "在筛选器等式的第三个（也是最后一个）空白部分，键入 Odoo 应考虑用于此活动筛选器的事件名称。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:104 msgid "" "Then, add another node to this filter by clicking the :guilabel:`➕ (plus " "sign)` icon to the right of the equation." -msgstr "" +msgstr "然后，点击方程右侧的 :guilabel:`➕ （加号）` 图标，为该筛选器添加另一个节点。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:107 msgid "" "The second node will focus on targeting this campaign to attendees who " "purchase a specific type of ticket to the aforementioned event(s) mentioned " "in the first filter equation." -msgstr "" +msgstr "第二个节点将重点将此活动定位给购买了上述第一个筛选器方程式中提到的特定类型门票的参与者。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:110 msgid "" @@ -2819,12 +2864,15 @@ msgid "" "Ticket` from the field drop-down menu. Then, in that same drop-down menu, " "select :guilabel:`Name`." msgstr "" +"要执行此操作，请从第二个筛选公式的第一部分选择默认的 " +":guilabel:`ID`，然后从字段下拉菜单中向下滚动（或搜索）:guilabel:`活动门票`。然后，在同一下拉菜单中选择 " +":guilabel:`姓名`。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:114 msgid "" "Once again, click the default :guilabel:`🟰 (equal sign)` icon in the second " "portion of the filter equation, and select :guilabel:`contains`." -msgstr "" +msgstr "再次单击筛选公式第二部分中的默认 :guilabel:`🟰（等号）` 图标，然后选择 :guilabel:`包含`。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst:117 msgid "" @@ -2833,26 +2881,28 @@ msgid "" "the filter. In this case, :guilabel:`Standard` is the name of the event " "ticket type for this sample filter." msgstr "" +"最后，在第二个筛选器等式的第三部分（最后一部分），即空白部分，键入筛选器应使用的票据类型名称。在本例中，:guilabel:`标准` " +"就是此示例筛选器的活动票据类型名称。" #: ../../content/applications/marketing/marketing_automation/getting_started/target_audience.rst-1 msgid "An event ticket filter in the Odoo Marketing Automation application." -msgstr "" +msgstr "Odoo 营销自动化应用程序中的活动门票筛选器。" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:3 msgid "Testing/running campaigns" -msgstr "" +msgstr "测试/运行活动" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:5 msgid "" "Odoo gives users the ability to test marketing campaigns (and mailings) " "before officially running them." -msgstr "" +msgstr "Odoo 支持用户在正式运行之前测试营销活动（和发生邮件）。" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:8 msgid "" "First, open the :menuselection:`Marketing Automation` application, and " "select the desired campaign, which reveals that campaign's detail form." -msgstr "" +msgstr "首先，打开 :menuselection:`市场营销自动化` 应用程序，然后选择所需的营销活动，将显示该营销活动的详细表单。" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:11 msgid "" @@ -2861,16 +2911,19 @@ msgid "" ":doc:`this documentation " "`)." msgstr "" +"在活动详情表单中，确保该活动已配置活动（或按照 " +":doc:`文档页面`" +" 上的说明建立活动）。" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:15 msgid "" "To start a test, click the :guilabel:`Launch a Test` button at the top of " "the campaign form." -msgstr "" +msgstr "要开始测试，请单击活动表单顶部的 :guilabel:`开启测试` 按钮。" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1 msgid "Launch a test button in Odoo Marketing Automation." -msgstr "" +msgstr "在 Odoo 营销自动化中启动测试按钮。" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:21 msgid "" @@ -2880,6 +2933,9 @@ msgid "" "link at the bottom of the drop-down menu, and then click the " ":guilabel:`Create` button." msgstr "" +"点击后，会弹出一个 :guilabel:`开启测试` " +"窗口。在下拉框中，选择一个现有记录（或创建一个新记录）来运行测试。要创建全新记录，请单击下拉菜单底部的 :guilabel:`搜索更多...` " +"链接，然后单击 :guilabel:`创建` 按钮。" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:26 msgid "" @@ -2889,16 +2945,18 @@ msgid "" ":guilabel:`Launch a test` pop-up, with that new record in the " ":guilabel:`Choose an existing record or create a new one to test` field." msgstr "" +"这样做会显示一个空白联系人表单，在该表单中，必须输入:guilabel:`姓名`和`电子邮件`。输入所有必要信息后，点击:guilabel:`保存`，Odoo" +" 会返回到:guilabel:`启动测试`弹窗，并在:guilabel:`选择现有记录或创建一个新记录进行测试`字段中显示该新记录。" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:31 msgid "" "Once a record is selected, click :guilabel:`Continue`, and Odoo reveals the " "campaign test page." -msgstr "" +msgstr "选择记录后，单击 :guilabel:`继续`，Odoo 将显示活动测试页面。" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1 msgid "Test screen in Odoo Marketing Automation." -msgstr "" +msgstr "在 Odoo 营销自动化中的测试屏幕。" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:37 msgid "" @@ -2908,6 +2966,8 @@ msgid "" ":guilabel:`Workflow` section is the first activity (or activities) in the " "workflow that's being tested." msgstr "" +"在活动测试页面上，可以看到正在测试的 :guilabel:`记录` 的名称，以及 :guilabel:`工作流程开始于` " +"字段中开始测试工作流程的准确时间。在其下方的 :guilabel:`工作流程` 部分，是正在测试的工作流程中的第一个（或多个）活动。" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:42 msgid "" @@ -2916,10 +2976,12 @@ msgid "" " When clicked, the page reloads, and Odoo shows the various results (and " "analytics) connected to that specific activity as they occur, in real-time." msgstr "" +"要开始测试，请单击 :guilabel:`运行` 按钮，即工作流程中第一个活动旁边的 :guilabel:`▶️ " +"（播放按钮）`图标。点击后，页面重新加载，Odoo 会实时显示与该特定活动相关的各种结果（和分析）。" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst-1 msgid "Workflow test progress in Odoo Marketing Automation." -msgstr "" +msgstr "Odoo 营销自动化中的工作流程测试进度。" #: ../../content/applications/marketing/marketing_automation/getting_started/testing_running.rst:50 msgid "" @@ -2928,16 +2990,18 @@ msgid "" "activities are completed, click the :guilabel:`Stop` button in the upper-" "left corner of the campaign test page." msgstr "" +"一旦完成所有工作流程活动，测试将结束并进入 :guilabel:`已完成` 阶段。要在所有工作流程活动完成前停止测试，请单击活动测试页面左上角的 " +":guilabel:`停止` 按钮。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:3 msgid "Marketing activities" -msgstr "" +msgstr "市场营销活动" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:5 msgid "" "When creating a campaign in the *Marketing Automation* app, users can plan " "marketing activities, such as email or SMS campaigns." -msgstr "" +msgstr "在*营销自动化*应用程序中创建活动时，用户可以计划营销活动，比如电子邮件或短信活动。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:8 msgid "" @@ -2947,36 +3011,37 @@ msgid "" "activity template, where specific parameters can be set for that particular " "activity." msgstr "" +"要开始操作，请导航到营销自动化活动的详细表单底部，然后点击:guilabel:`添加新活动`。这样做会显示一个:guilabel:`创建活动`弹出窗口。该弹窗是一个空白活动模板，可以为特定活动设置特定参数。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:13 msgid "" "The following fields are available in the :guilabel:`Create Activities` pop-" "up window (when :guilabel:`Add New Activity` is clicked):" -msgstr "" +msgstr "在点击:guilabel:`添加新活动`后，:guilabel:`创建活动`弹出窗口中提供以下字段：" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 msgid "An activity template in Odoo Marketing Automation." -msgstr "" +msgstr "Odoo 市场营销自动化中的活动模板。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:20 msgid ":guilabel:`Activity Name`: the title of the activity." -msgstr "" +msgstr ":guilabel:`活动名称`：活动标题。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:21 msgid "" ":guilabel:`Activity Type`: choose between `Email`, `Server Action` (internal" " Odoo operation), or `SMS`." -msgstr "" +msgstr "guilabel:`活动类型`：在`电子邮件`、`服务器操作`（Odoo 内部操作）或`短信`之间进行选择。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:23 msgid "" ":guilabel:`Mail Template`: choose from pre-configured templates (or create a" " new one on-the-fly)." -msgstr "" +msgstr ":guilabel:`邮件模板`：选择预配置模板（或即时创建新模板）。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:24 msgid ":guilabel:`Trigger`: choose when this activity should be triggered." -msgstr "" +msgstr ":guilabel:`触发器`：选择何时触发此活动。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:25 msgid "" @@ -2986,18 +3051,20 @@ msgid "" "many :guilabel:`Hours, Days, Weeks, or Months` they want the actions to " "cease after the initial date." msgstr "" +":guilabel:`有效期限`：配置在特定时间后（预定日期后）停止操作。选择后，将出现 :guilabel:`在...之后取消` " +"字段，用户可在其中选择希望在初始日期之后的:guilabel:`小时、天、周或月'后停止操作。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:29 msgid "" ":guilabel:`Activity Filter`: domain related to this activity (and all " "subsequent child activities)." -msgstr "" +msgstr ":guilabel:`活动筛选器`：与此活动（以及所有后续子活动）相关的域。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:31 msgid "" ":guilabel:`Applied Filter`: activity will *only* be performed if it " "satisfies the specified domain (filter)." -msgstr "" +msgstr "guilabel:`应用筛选器`：*只有*满足指定域（筛选器）的活动才会执行。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:34 msgid "" @@ -3008,17 +3075,19 @@ msgid "" ":guilabel:`Discard` to delete the activity and return to the marketing " "automation campaign form." msgstr "" +"活动设置完全配置后，单击:guilabel:`保存并关闭` 保存活动并返回营销自动化活动表单，单击:guilabel:`保存与创建` " +"保存活动并立即在新的:guilabel:`创建活动` 弹出窗口中创建另一个活动，或单击:guilabel:`废弃`删除活动并返回营销自动化活动表单。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:40 msgid "Workflow activity" -msgstr "" +msgstr "工作流活动" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:42 msgid "" "Once an activity is saved, the :guilabel:`Workflow Activity` section appears" " at the bottom of the marketing automation campaign form. Each activity is " "displayed as a line graph." -msgstr "" +msgstr "保存活动后，:guilabel:`工作流活动` 部分将出现在营销自动化活动表单的底部。每个活动都以折线图的形式显示。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:45 msgid "" @@ -3026,17 +3095,18 @@ msgid "" "the left of the :guilabel:`Workflow Activity` card in the " ":guilabel:`Workflow` section." msgstr "" +"该活动配置的 :guilabel:`触发器` 时间可在 :guilabel:`工作流` 部分的 :guilabel:`工作流活动` 卡左侧找到。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:48 msgid "" "Once the activity has been triggered, a figure representing the number of " ":guilabel:`Success` or :guilabel:`Rejected` activities will be displayed to " "the right of the graph." -msgstr "" +msgstr "活动触发后，图表右侧将显示代表 :guilabel:`成功` 或 :guilabel:`已拒绝` 活动数量的数字。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst-1 msgid "Typical workflow activity in Odoo Marketing Automation." -msgstr "" +msgstr "Odoo 营销自动化中的典型工作流活动。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:56 msgid "" @@ -3046,23 +3116,26 @@ msgid "" "percentage of those have been :guilabel:`Clicked`, :guilabel:`Replied` to, " "or :guilabel:`Bounced`." msgstr "" +"如果活动的 :guilabel:`活动类型` 设置为 " +":guilabel:`电子邮件`，则活动图表数据下方会有更深入的分析，详细说明有多少封邮件:guilabel:`已发送` ，其中有多少百分比的邮件 " +":guilabel:`被点击`、:guilabel:`回复` to 或 :guilabel:`退回`。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:62 msgid "Child activities" -msgstr "" +msgstr "儿童活动" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:64 msgid "" "There is also the option to add a *child activity* by clicking " ":guilabel:`Add child activity`, located at the bottom of each activity block" " in the :guilabel:`Workflow` section of a marketing automation form." -msgstr "" +msgstr "还可通过点击营销自动化表单中 :guilabel:`工作流` 部分每个活动块底部的 :guilabel:`添加子活动`来添加*子活动*。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:68 msgid "" "Child activities are sub-activities that are connected to (and triggered by)" " the activity above it, which is also known as its *parent activity*." -msgstr "" +msgstr "下级活动是与其上方活动（也称为*上级活动*）相连接并由其触发的子活动。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:71 msgid "" @@ -3071,52 +3144,54 @@ msgid "" "activity. Under the desired parent activity, hover over :guilabel:`Add child" " activity`, and select any of the following triggers:" msgstr "" +"Odoo 为启动下级活动提供了许多触发选项，所有这些选项都取决于与上级活动相关的触发配置。在所需的上级活动下，将鼠标悬停在 " +":guilabel:`添加下级活动` ，并选择以下任意触发器：" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:75 msgid ":guilabel:`Add Another Activity`: instantly add another activity." -msgstr "" +msgstr ":guilabel:`添加另一个活动`：立即添加另一个活动。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:76 msgid "" ":guilabel:`Opened`: the next activity will be triggered if the (email) " "recipient opens the mailing." -msgstr "" +msgstr "guilabel:`已打卡`：如果（电子邮件）收件人打开邮件，将触发下一个活动。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:78 msgid "" ":guilabel:`Not Opened`: the next activity will be triggered if the recipient" " does not open the mailing." -msgstr "" +msgstr "guilabel:`未打开`：如果收件人未打开邮件，将触发下一个活动。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:80 msgid "" ":guilabel:`Replied`: the next activity will be triggered if the recipient " "replies to the mailing." -msgstr "" +msgstr "guilabel:`已回复`：如果收件人回复了邮件，将触发下一个活动。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:81 msgid "" ":guilabel:`Not Replied`: the next activity will be triggered if the " "recipient does not reply to the mailing." -msgstr "" +msgstr "guilabel:`未回复`：如果收件人未回复邮件，将触发下一个活动。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:83 msgid "" ":guilabel:`Clicked`: the next activity will be triggered if the recipient " "clicks on a link included in the mailing." -msgstr "" +msgstr "guilabel:`已点击`：如果收件人点击了邮件中的链接，将触发下一个活动。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:85 msgid "" ":guilabel:`Not Clicked`: the next activity will be triggered if the " "recipient does not click on a link included in the mailing." -msgstr "" +msgstr "guilabel:`未点击`：如果收件人没有点击邮件中的链接，将触发下一个活动。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:87 msgid "" ":guilabel:`Bounced`: the next activity will be triggered if the mailing is " "bounced (not sent)." -msgstr "" +msgstr ":guilabel:`退回`: 如果邮件被退回（未发送成功），将触发下一个活动。" #: ../../content/applications/marketing/marketing_automation/getting_started/workflow_activities.rst:89 msgid "" @@ -3126,6 +3201,8 @@ msgid "" "then be displayed in the :guilabel:`Workflow` section, in a slightly " "indented position beneath its parent activity." msgstr "" +"选择触发器后，用户可以配置子活动（它具有与普通活动相同的配置选项），然后单击 :guilabel:`保存并关闭` 完成创建子活动，该子活动将显示在 " +":guilabel:`工作流` 部分中，以略微缩进的方式位于其上级活动的下方。" #: ../../content/applications/marketing/sms_marketing.rst:8 msgid "SMS Marketing" @@ -3134,11 +3211,11 @@ msgstr "短信营销" #: ../../content/applications/marketing/sms_marketing/essentials.rst:5 #: ../../content/applications/marketing/social_marketing/essentials.rst:5 msgid "Essentials" -msgstr "" +msgstr "要点" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:3 msgid "Mailing lists and blacklists" -msgstr "" +msgstr "邮件列表和黑名单" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:5 msgid "" @@ -3148,13 +3225,15 @@ msgid "" "company is migrating from another system, and already has a established " "audience." msgstr "" +"在 Odoo " +"中创建或导入邮件列表非常有用，可将内容推荐给具有相似特点或兴趣的目标人群。如果公司正在从另一个系统迁移，并已经拥有一定的受众群体，邮件列表也是一个绝佳起点。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:10 msgid "" "Moreover, providing an audience with the option to 'unsubscribe' from " "mailings, helps businesses maintain good customer relations, by giving " "recipients the power to control what they are (and aren't) sent." -msgstr "" +msgstr "此外，为受众提供'退订'邮件的选项，让收件人有权控制发送（或不发送）的内容，有助于企业保持良好的客户关系。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:17 msgid "" @@ -3162,36 +3241,37 @@ msgid "" "called :guilabel:`Mailing Lists`. When clicked, a sub-menu is revealed with " "options for :guilabel:`Mailing Lists` and :guilabel:`Mailing List Contacts`." msgstr "" +"在:guilabel:`短信营销`应用中，标题菜单上有一个名为:guilabel:`邮件列表`的选项。点击该选项后，会显示一个子菜单，包含:guilabel:`邮件列表`和:guilabel:`邮件列表联系人`两个选项。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:21 msgid "" "Click :menuselection:`Mailing Lists --> Mailing Lists` to see an overview of" " all mailing lists in the database." -msgstr "" +msgstr "点击:menuselection:`邮件列表 -> 邮件列表`，可以查看数据库中所有邮件列表的概览。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 msgid "" "View of the main SMS mailing list page on the Odoo SMS Marketing " "application." -msgstr "" +msgstr "查看 Odoo 短信营销应用程序的短信邮件列表主页面。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:28 msgid "" "To edit any existing list, select the desired list from the " ":guilabel:`Mailing Lists` page, and proceed to modify it in a number of " "ways." -msgstr "" +msgstr "要编辑任何现有列表，请从 :guilabel:`邮件列表` 页面选择所需的列表，然后以多种方式对其进行修改。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:31 msgid "" "To create a new mailing list, click :guilabel:`Create` in the upper left " "corner of the :guilabel:`Mailing Lists` page. Doing so, will reveal a blank " "mailing list template form." -msgstr "" +msgstr "要创建新的邮件列表，请单击 :guilabel:`邮件列表` 页面左上角的 :guilabel:`创建`。将显示一个空白邮件列表模板表单。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 msgid "View of the mailing list pop-up window in Odoo SMS Marketing." -msgstr "" +msgstr "查看 Odoo 短信营销中的邮件列表弹出窗口。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:38 msgid "" @@ -3200,12 +3280,13 @@ msgid "" "recipients on the :guilabel:`Subscription Management page`. Doing so allows " "users to update their subscription preferences at any time." msgstr "" +"首先，为:guilabel:`邮件列表`选择一个名称，并激活:guilabel:`公开`选项，以使邮件列表在:guilabel:`订阅管理页面`对收件人可见。这样做可以让用户随时更新其订阅偏好。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:43 msgid "" "Checking the :guilabel:`Is Public` box is not required, but is recommended " "to maintain good customer relations." -msgstr "" +msgstr "勾选:guilabel:`公开`选项框并非必需，但建议勾选以维护良好的客户关系。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:46 msgid "" @@ -3213,13 +3294,14 @@ msgid "" "form. Then on the main :guilabel:`Mailing Lists` dashboard, the new mailing " "list that was just created will be accessible." msgstr "" +"填写完这些字段后，单击 :guilabel:`创建` 完成表单。在主 :guilabel:`邮件列表` 仪表板上，即可以访问刚刚创建的新邮件列表。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:49 msgid "" "To edit or customize the mailing list further, select the mailing list from " "the main :guilabel:`Mailing Lists` page to reveal the mailing list detail " "form." -msgstr "" +msgstr "要进一步编辑或自定义邮件列表，请从主 :guilabel:`邮件列表` 页面选择邮件列表，以显示邮件列表详情表单。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:52 msgid "" @@ -3227,31 +3309,33 @@ msgid "" "smart buttons displaying statistics for different metrics related to the " "mailing list (e.g. :guilabel:`Recipients`, :guilabel:`Mailings`, etc.)." msgstr "" +"在邮件列表详细信息表单的顶部，有各种分析智能按钮，显示与邮件列表相关的不同指标的统计数据（例如 " +":guilabel:`收件人`、:guilabel:`邮件发送`等）。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:56 msgid "" "To review or edit any of those elements, click the desired smart button to " "reveal a separate page with in-depth data associated with the mailing list." -msgstr "" +msgstr "要查看或编辑其中任何元素，请单击所需的智能按钮，以显示与邮件列表相关的深入数据的单独页面。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:59 msgid "" "To make changes to the mailing list itself, click the :guilabel:`Edit` " "button in the upper-left corner of the mailing list detail form." -msgstr "" +msgstr "要对邮件列表本身进行修改，请点击邮件列表详细信息表单左上角的:guilabel:`编辑`按钮。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 msgid "View of the mailing list template form in Odoo SMS Marketing." -msgstr "" +msgstr "查看 Odoo 短信营销中的邮件列表模板表单。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:67 msgid "" "Don't forget to hit the :guilabel:`Save` button once changes have been made." -msgstr "" +msgstr "更改完成后，不要忘记点击 :guilabel:`保存`按钮。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:70 msgid "Mailing lists contacts" -msgstr "" +msgstr "邮件列表联系人" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:72 msgid "" @@ -3260,12 +3344,14 @@ msgid "" "dashboard with with all the contacts associated with one or more of the " "configured mailing lists in the database." msgstr "" +"要访问一个或多个邮件列表中的联系人信息，请导航至 :menuselection:`邮件列表 --> " +"邮件列表联系人`，以显示一个仪表板，其中包含与数据库中一个或多个已配置邮件列表相关的所有联系人。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 msgid "" "View of the mailing lists contact page in the Odoo SMS Marketing " "application." -msgstr "" +msgstr "查看 Odoo 短信营销应用程序中的邮件列表联系页面。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:81 msgid "" @@ -3274,42 +3360,44 @@ msgid "" "only showing contact information for recipients who still want to receive " "communications and mailings." msgstr "" +"默认情况下，Odoo 会在 :guilabel:`邮件列表联系人` 页面的搜索栏中显示 " +":guilabel:`排除列入黑名单的电话`筛选器。因此，仅显示仍希望接收通信和邮件的收件人联系信息。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:86 msgid "Communication history in the Chatter" -msgstr "" +msgstr "沟通栏中的沟通历史" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:88 msgid "" "An accessible record of every sent mailing(s) is kept on each recipient's " "*chatter* section, located beneath a recipient's contact form (in the " "*Contacts* application)." -msgstr "" +msgstr "每封已发送邮件的可访问记录都保存在每个收件人的 *沟通栏* 部分，位于收件人的联系表单下方（在 *沟通栏* 应用程序中）。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:91 msgid "" "Database users can reference the chatter to easily keep track of " "communications, and see a history of interactions with contacts and " "prospects." -msgstr "" +msgstr "数据库用户可以参考沟通栏记录，轻松跟踪沟通情况，并查看与联系人和潜在客户的互动历史。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:94 msgid "" "For example, sales representatives can use the chatter to quickly find out " "which :abbr:`SMS (Short Message Service)` mailing promotions a certain " "customer has received (or not received)." -msgstr "" +msgstr "例如，销售代表可以利用聊天工具快速了解某个客户收到（或未收到）了哪些 \"短信息服务（SMS）\"邮件促销。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 msgid "View of what the chatter looks like in the Odoo Contacts app." -msgstr "" +msgstr "查看 Odoo 联系人应用程序中的沟通栏。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:104 msgid "" "Odoo *SMS Marketing* has a :guilabel:`Blacklist` feature that provides " "recipients with the power to add their phone number to a list of people who " "no longer want to receieve communications or mailings." -msgstr "" +msgstr "Odoo *短信营销* 具有 :guilabel:`黑名单` 功能，收件人可将电话号码添加名单中，避免接收不感兴趣的通信或邮件。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:108 msgid "" @@ -3318,6 +3406,8 @@ msgid "" "their :guilabel:`Subscription Management` page. Customers can also be added " "manually to the blacklist, if necessary." msgstr "" +"这也被称为退订流程：如果客户通过其 :guilabel:`订阅管理` 页面点击 " +":guilabel:`退订`，将自动被添加到*黑名单*。如有必要，也可手动将客户添加到黑名单。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:112 msgid "" @@ -3326,10 +3416,12 @@ msgid "" "Numbers` to reveal a dashboard containing every blacklisted phone number in " "the database." msgstr "" +"要查看黑名单号码的完整清单，请导航至 :menuselection:`短信营销应用程序 --> 配置 --> 已拉黑电话号码` " +"查看仪表板，其中包含数据库中所有黑名单电话号码。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 msgid "SMS Blacklist menu in the application." -msgstr "" +msgstr "应用程序中的短信黑名单菜单。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:120 msgid "" @@ -3338,6 +3430,8 @@ msgid "" " next page's form. There's also a checkbox to indicate whether that " "particular phone numnber is :guilabel:`Active` (or not)." msgstr "" +"要手动将号码添加到黑名单，请单击仪表板左上角的 :guilabel:`创建` " +"按钮，然后在下一页的表单中输入电话号码。还有一个复选框用于指示该电话号码是否 :guilabel:`激活`（或不激活）。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:128 msgid "" @@ -3346,10 +3440,12 @@ msgid "" "blacklist, select the desired number on the dashboard, and then, on the " "phone number's form, click :guilabel:`Unblacklist`." msgstr "" +"完成表格后，单击 :guilabel:`Save` 将其添加到 :guilabel:`已拉黑电话号码` " +"列表。要从黑名单中移除任何号码，请在仪表板上选择所需的号码，然后在电话号码表单中单击 :guilabel:`解除黑名单`。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:133 msgid "Importing blacklists" -msgstr "" +msgstr "导入黑名单" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:135 msgid "" @@ -3357,7 +3453,7 @@ msgid "" "existing blacklist of contacts. This would include customers, who have " "already asked to be blacklisted` on :abbr:`SMS (Short Message Service)` " "mailings." -msgstr "" +msgstr "在软件/平台迁移过程中，可以导入已有的联系人黑名单。这将包括已要求被列入:abbr:`短信服务（SMS）`邮件黑名单的客户。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst:139 msgid "" @@ -3366,14 +3462,16 @@ msgid "" "drop-down menu (beneath the search bar), and click :guilabel:`Import " "records`." msgstr "" +"要执行此操作，请导航至 :menuselection:`短信营销应用程序 --> 配置 --> 已拉黑电话号码`，然后选择 :guilabel:`收藏`" +" 下拉菜单（位于搜索栏下方），并单击 :guilabel:`导入记录`。" #: ../../content/applications/marketing/sms_marketing/essentials/mailing_lists_blacklists.rst-1 msgid "View of how to import a blacklist in Odoo SMS Marketing." -msgstr "" +msgstr "查看如何在 Odoo 短信营销中导入黑名单。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:3 msgid "SMS campaign settings" -msgstr "" +msgstr "短信广告设置" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:5 msgid "" @@ -3382,16 +3480,17 @@ msgid "" " way to remind people about upcoming events, issued invoices, and so much " "more." msgstr "" +"利用:abbr:`Odoo *短信营销*开展`短信服务（SMS）`活动，不仅是一种有效的广告策略，也是提醒人们即将到来的活动、已开具发票的绝佳方式。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:9 msgid "" "But, before :abbr:`SMS (Short Message Service)` campaigns can be created " "(and sent), a few specific settings and features must be enabled first." -msgstr "" +msgstr "但是，在创建（和发送）:abbr:`短信息服务（SMS）`活动之前，必须先启用一些特定设置和功能。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:13 msgid "SMS campaign setting" -msgstr "" +msgstr "短信广告设置" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:15 msgid "" @@ -3400,16 +3499,18 @@ msgid "" ":menuselection:`Email Marketing --> Configuration --> Settings`, and then " "enable :guilabel:`Mailing Campaigns` and :guilabel:`Save` the changes." msgstr "" +"要在 Odoo 中启用 :abbr:`短信服务（Short Message Service）`营销活动，请进入 :menuselection:`电邮营销" +" --> 配置 --> 设置`，确保 *邮件推广* 功能已激活，然后启用 :guilabel:`邮件推广`，并:guilabel:`保存`更改。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1 msgid "View of the mailing campaigns setting in Odoo." -msgstr "" +msgstr "查看 Odoo 中的邮件推广活动设置。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:24 msgid "" "Activating the *Mailing Campaigns* feature in the *General Settings* also " "enables the *A/B Test* feature." -msgstr "" +msgstr "激活*常规设置*中的*邮件营销活动*功能还能启用*A/B 测试*功能。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:27 msgid "" @@ -3418,10 +3519,12 @@ msgid "" "available for use. Similarly, the :guilabel:`A/B Test` tab is now also " "available on every :abbr:`SMS (Short Message Service)` template form." msgstr "" +"启用该设置后，返回到 :menuselection:`短信营销` 应用程序，注意 :guilabel:`营销活动` " +"标题菜单现在可以使用。同样，:guilabel:`A/B 测试` 标签现在也可在每个:abbr:`SMS（短信服务）`模板表单上使用。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:32 msgid "A/B tests" -msgstr "" +msgstr "A/B 测试" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:34 msgid "" @@ -3430,6 +3533,8 @@ msgid "" "order to compare which version is the most successful in producing " "engagement and/or conversion outcomes." msgstr "" +":guilabel:`A/B测试`允许将任何 : " +"abbr:`SMS（短信服务）`邮件与同一营销活动中的其他版本进行测试，以比较哪个版本在产生参与和/或转换结果方面最成功。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:38 msgid "" @@ -3437,21 +3542,23 @@ msgid "" ":guilabel:`A/B Tests` tab, initially, there's only a single checkbox " "labeled: :guilabel:`Allow A/B Testing.`" msgstr "" +"在:guilabel:`SMS（短信服务）`模板表单的:guilabel:`A/B 测试`选项卡下，最初只有一个复选框：:guilabel:`允许 " +"A/B 测试。`" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:41 msgid "When clicked, a series of other options appear." -msgstr "" +msgstr "点击后，会出现一系列其他选项。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1 msgid "" "The A/B Test tab is located on an Odoo SMS Marketing app campaign form." -msgstr "" +msgstr "A/B 测试选项卡位于 Odoo 短信营销应用程序活动表单中。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:47 msgid "" "In the first field, enter a desired percentage of recipients to conduct the " "A/B Test on." -msgstr "" +msgstr "在第一个字段中，输入进行 A/B 测试所需的收件人百分比。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:49 msgid "" @@ -3459,6 +3566,8 @@ msgid "" " is what Odoo will use to determine the successful result of an A/B Test. In" " other words, this tells Odoo how to pick a winning A/B test." msgstr "" +"百分比字段下方是 :guilabel:`胜者筛选` 字段。这是 Odoo 用来确定 A/B 测试成功结果的字段。换句话说，这就是告诉 Odoo " +"如何选择获胜的 A/B 测试。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:53 msgid "" @@ -3466,6 +3575,7 @@ msgid "" " Click Rate`, :guilabel:`Leads`, :guilabel:`Quotations`, or " ":guilabel:`Revenues`." msgstr "" +"可使用以下部分：:guilabel:`手册`、:guilabel:`最高点击率`、:guilabel:`潜在客户`、:guilabel:`报价`或:guilabel:`收入`。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:56 msgid "" @@ -3474,23 +3584,25 @@ msgid "" "variation. Then, Odoo sends that winning mailing variation to the remaining " "recipients, who weren't involved in the test, at that prior date and time." msgstr "" +"最后，会列出:guilabel:`发送最终版时间` 字段。表示 Odoo 用来确定获胜邮件变体的截止日期时间。然后，Odoo " +"会在该截止日期之前，向未参与测试的其余收件人发送获胜邮件。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:62 msgid "" "Quickly create different versions of the mailing to add to the A/B Test by " "clicking the :guilabel:`Create an Alternate Version` button." -msgstr "" +msgstr "点击 :guilabel:`创建替代版本`按钮，快速创建不同版本的邮件，添加到 A/B 测试中。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:66 msgid "" "Remember, the winning mailing variation is based on the criteria selected in" " the :guilabel:`Winner Selection` field." -msgstr "" +msgstr "请记住，获胜邮件变体是基于在 :guilabel:`胜者筛选`字段中选择的标准。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:70 #: ../../content/applications/marketing/social_marketing/essentials/social_campaigns.rst:15 msgid "Campaigns page" -msgstr "" +msgstr "活动页面" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:72 msgid "" @@ -3500,16 +3612,18 @@ msgid "" "related to the mailings associated with that campaign (e.g. number of " "emails, social posts, SMSs, and push notifications)." msgstr "" +"要创建、编辑或分析任何营销活动，请点击 :guilabel:`短信营销` 应用程序标题菜单中的 :menuselection:`营销活动` 。在 " +":guilabel:`营销活动` 页面上，每个营销活动都会显示与该营销活动相关邮件的各种信息（如电子邮件数量、社交帖文、短信和推送通知）。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst-1 msgid "" "Dasbhoard view of different Campaigns in the Odoo SMS Marketing app, " "separated by stage." -msgstr "" +msgstr "按阶段划分 Odoo 短信营销应用程序中不同营销活动的仪表板视图。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:82 msgid "Campaign templates" -msgstr "" +msgstr "活动模板" #: ../../content/applications/marketing/sms_marketing/essentials/sms_campaign_settings.rst:84 msgid "" @@ -3720,7 +3834,7 @@ msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:43 msgid "Create SMS messages" -msgstr "" +msgstr "创建短信消息" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:45 msgid "" @@ -3728,10 +3842,12 @@ msgid "" "dashboard, and Odoo reveals a blank SMS template form, which can be " "configured in a number of different ways." msgstr "" +"要开始操作，请单击主:guilabel:`短信营销'仪表板上的:guilabel:`创建'，Odoo " +"将显示一个空白短信模板表单，该表单可通过多种不同方式进行配置。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1 msgid "Creating an SMS marketing template." -msgstr "" +msgstr "创建一个短信营销模板。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:52 msgid "" @@ -3818,7 +3934,7 @@ msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:99 msgid "Writing SMS messages" -msgstr "" +msgstr "编写短信消息" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:101 msgid "" @@ -3828,31 +3944,34 @@ msgid "" "used in the message, along with how many :abbr:`SMS (Short Message Service)`" " mailings it will take to deliver the complete message." msgstr "" +"在 :guilabel:`短信内容` 选项卡中的文本字段中输入 :abbr:`SMS " +"（短信服务）\"的内容。也可包含链接和表情符号。在文本字段下方，Odoo 会显示消息中使用了多少字符，以及发需要多少 :abbr:`SMS " +"（短信服务）` 以传递完整消息。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:107 msgid "" "To check the price of sending an :abbr:`SMS (Short Message Service)` for a " "country, click on the :guilabel:`Information` icon." -msgstr "" +msgstr "要查看某个国家发送 :abbr:`SMS（短信服务）`的价格，请单击:guilabel:`信息`图标。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1 msgid "SMS price check icon." -msgstr "" +msgstr "短信价格查询图标。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:115 msgid "" "Credits must be purchased from Odoo in order to take advantage of the *SMS " "Marketing* app; :abbr:`SMS (Short Message Service)` messages will not be " "sent without credits." -msgstr "" +msgstr "必须从 Odoo 购买信用点数，才能使用 *SMS 营销* 应用程序；没有信用点数，将无法发送:abbr:`SMS（短信服务）`信息。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:119 msgid "`Odoo SMS - FAQ `_" -msgstr "" +msgstr "`Odoo 短信 - 常见问题解答 `_" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:122 msgid "Track links used in SMS messages" -msgstr "" +msgstr "追踪短信中使用的链接" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:124 msgid "" @@ -3861,14 +3980,16 @@ msgid "" "related to those specific links, which can be found by going to " ":menuselection:`Configuration --> Link Tracker`." msgstr "" +"当在:abbr:`SMS（短信服务）`消息中使用链接时，Odoo " +"会自动生成链接追踪器，以收集与这些特定链接相关的分析数据和指标，可在:menuselection:`配置-->链接追踪器`中找到。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1 msgid "SMS Link Tracker page." -msgstr "" +msgstr "SMS链接追踪页面。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:133 msgid "Adjust SMS settings" -msgstr "" +msgstr "调整短信设置" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:135 msgid "" @@ -3876,6 +3997,8 @@ msgid "" "to :guilabel:`Include opt-out link`. If activated, the recipient is able to " "unsubscribe from the mailing list, thus avoiding all future mailings." msgstr "" +"在 SMS 模板的 :guilabel:`设置` 选项卡下，有一个 :guilabel:`包含退订链接` " +"选项。如果激活，收件人就可以从邮件列表中取消订阅，从而避免今后收到任何邮件。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:139 msgid "" @@ -3889,20 +4012,20 @@ msgstr "" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:147 msgid "Send SMS messages" -msgstr "" +msgstr "发送短信" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:149 msgid "" "Once a mailing is created, choose when Odoo should deliver the message from " "the following options:" -msgstr "" +msgstr "创建邮件后，请从以下选项中选择 Odoo 发送邮件的时间：" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:151 msgid "" ":guilabel:`Send`: sends the message immediately. Consider using this option " "if the recipient list is highly refined, or in cases that involve fast " "approaching deadlines, such as a \"flash sale.\"" -msgstr "" +msgstr ":guilabel:`发送`: 立即发送信息。如果收件人列表高度精确，或涉及即将接近截止日期的情况，如 \"闪购\"，请考虑使用此选项。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:153 msgid "" @@ -3911,6 +4034,8 @@ msgid "" "Such a method can also be used to promote a limited-time offer, or to help " "plan a company's content strategy in advance." msgstr "" +":guilabel:`计划`: 选择 Odoo " +"发送邮件的日期（和时间）。通常是与特定活动相关邮件的最佳选择。这种方法也可用于推广限时优惠，或帮助提前规划公司的内容策略。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:156 msgid "" @@ -3918,6 +4043,8 @@ msgid "" "sent to one or multiple numbers for test purposes. Remember to use a comma " "between phone numbers if multiple numbers are used as recipients." msgstr "" +":guilabel:`测试`:允许向一个或多个号码发送 :abbr:`SMS （短信服务）` " +"以进行测试。如果使用多个号码作为收件人，请记住在电话号码之间使用逗号。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:161 msgid "Visualize reports" @@ -3931,12 +4058,15 @@ msgid "" " to view metrics in a number of different layouts (e.g. :guilabel:`Graph`, " ":guilabel:`List`, and :guilabel:`Cohort` views.)" msgstr "" +"在 :guilabel:`报告` 页面（可通过标题菜单中的 :menuselection:`报告` 选项访问），有多个选项可应用 " +":guilabel:`筛选器` 和 :guilabel:`衡量标准` 的不同组合，以多种不同布局（如 :guilabel:`图表`, " +":guilabel:`列表` 和 :guilabel:`队列` 视图）查看指标。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:168 msgid "" "Each :guilabel:`Reporting` metric view option allows for more extensive " "performance analysis of :abbr:`SMS (Short Message Service)` mailings." -msgstr "" +msgstr "每个 :guilabel:`报告` 指标视图选项允许对 :abbr:`SMS （短信服务）` 邮件进行更广泛的性能分析。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:171 msgid "" @@ -3945,18 +4075,20 @@ msgid "" "can be sorted and grouped in various ways (e.g. :guilabel:`Measures` drop " "down menu)." msgstr "" +"例如，在默认的 :guilabel:`图表` 视图中，: abbr:`SMS（短信服务）` " +"数据可视化为不同的图形和图表，这些图形和图表可以各种方式进行排序和分组（例如 :guilabel:`衡量标准` 下拉菜单）。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst-1 msgid "Reporting page in SMS Marketing." -msgstr "" +msgstr "短信营销中的报告页面。" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:180 msgid ":doc:`sms_campaign_settings`" -msgstr "" +msgstr ":doc:`sms_campaign_settings`" #: ../../content/applications/marketing/sms_marketing/essentials/sms_essentials.rst:181 msgid ":doc:`mailing_lists_blacklists`" -msgstr "" +msgstr ":doc:`mailing_lists_blacklists`" #: ../../content/applications/marketing/sms_marketing/pricing.rst:5 msgid "Pricing and FAQ" @@ -4008,6 +4140,7 @@ msgid "" "in real-time, the system displays the number of SMS mailings the message " "represents." msgstr "" +"GSM7短信限制为160个字符，Unicode则为70个字符。*超过限值后，内容将被分成多个部分*，字符限制降低为153个字符（GSM7）及67个字符（Unicode）。然后，系统实时显示该消息的短信发送数量。" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:34 msgid "How much does it cost to send an SMS?" @@ -4020,12 +4153,14 @@ msgid "" "consult**: `Odoo SMS - FAQ `_." msgstr "" +"短信价格取决于接收地和短信长度（字符数）。要查看**每个国家的价格，请查阅**： `Odoo 短信 - 常见问题解答 `_。" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:40 msgid "" "The number of SMSs a message represents will always be available in the " "database." -msgstr "" +msgstr "短信包含的字数将始终显示在数据库中。" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst-1 msgid "" @@ -4034,7 +4169,7 @@ msgstr "" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:47 msgid "How to buy credits" -msgstr "" +msgstr "如何购买积分？" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:49 msgid "Go to :menuselection:`Settings --> Buy Credits`." @@ -4090,7 +4225,7 @@ msgstr "是。" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "**Can the recipient answer me?**" -msgstr "" +msgstr "**收件人可以回复我吗？**" #: ../../content/applications/marketing/sms_marketing/pricing/pricing_and_faq.rst:0 msgid "No, it is not possible to reply to the SMS." @@ -4849,7 +4984,7 @@ msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:227 msgid "Calendar view" -msgstr "" +msgstr "日历视图" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:229 msgid "" @@ -4877,7 +5012,7 @@ msgstr "" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:247 msgid "Pivot view" -msgstr "" +msgstr "数据透视视图" #: ../../content/applications/marketing/social_marketing/essentials/social_essentials.rst:249 msgid "" @@ -5601,6 +5736,9 @@ msgid "" "option to :guilabel:`Give Badge`, located beneath the " ":guilabel:`Certification` options in the :guilabel:`Scoring` section." msgstr "" +"在 :guilabel:`候选人` 部分中，可以要求参与者登录才能参与调查。如果启用 :guilabel:`要求登录` " +"设置，则会出现两个新选项：:guilabel:`尝试次数限制` 复选框（限制参与者尝试调查问卷的次数）和 :guilabel:`发放徽章` 选项（位于 " +":guilabel:`得分` 部分中 :guilabel:`认证` 选项下方）。" #: ../../content/applications/marketing/surveys/scoring.rst-1 msgid "" @@ -5658,17 +5796,17 @@ msgid "" "When the :guilabel:`Survey Time Limit` option is checked, a timer will be " "displayed on every page of the survey, letting participants keep track of " "the time remaining while the survey is active." -msgstr "" +msgstr "选中 :guilabel:`调查时间限制` 选项后，调查问卷的每个页面上都会显示计时器，让参与者了解调查问卷激活后的剩余时间。" #: ../../content/applications/marketing/surveys/time_random.rst:27 msgid "" "Participants that do not submit their survey by the preconfigured time limit" " will *not* have their answers saved." -msgstr "" +msgstr "未在预设时间限制内提交调查的参与者将*不会*保存其答案。" #: ../../content/applications/marketing/surveys/time_random.rst:31 msgid "Randomized selection" -msgstr "" +msgstr "随机选择" #: ../../content/applications/marketing/surveys/time_random.rst:33 msgid "" @@ -5677,6 +5815,8 @@ msgid "" "randomization as a survey method discourages participants from looking at " "each other's responses, and helps control for individual testing." msgstr "" +"随机化调查时，Odoo " +"会对问题进行洗牌，并在参与者开始问卷调查时以随机顺序显示问题。使用随机化作为调查方法可以避免参与者互相查看对方的回答，并有助于控制个人测试。" #: ../../content/applications/marketing/surveys/time_random.rst:37 msgid "" @@ -5687,6 +5827,10 @@ msgid "" "count` column. From there, determine how many questions (per section) Odoo " "should select and display during the shuffling of questions." msgstr "" +"要随机化调查表，请单击调查表上的 :guilabel:` 选项`选项卡。在 :guilabel:`问题` 部分中，为 :guilabel:`选择` " +"字段选择 " +":guilabel:`每部分随机分配`。启用后，导航到\":guilabel:`问题`选项卡，查看:guilabel:`随机问题数`列。从那里确定 " +"Odoo 在洗牌过程中应选择和显示多少问题（每个部分）。" #: ../../content/applications/marketing/surveys/time_random.rst-1 msgid "Randomized question count in the questions tab of a survey." diff --git a/locale/zh_CN/LC_MESSAGES/productivity.po b/locale/zh_CN/LC_MESSAGES/productivity.po index cb7a90e99..3e58a3f8f 100644 --- a/locale/zh_CN/LC_MESSAGES/productivity.po +++ b/locale/zh_CN/LC_MESSAGES/productivity.po @@ -4,16 +4,16 @@ # FIRST AUTHOR , YEAR. # # Translators: -# Datasource International , 2021 # fausthuang, 2021 -# Mandy Choy , 2021 # diaojiaolou <124412206@qq.com>, 2022 # Jeffery CHEN , 2022 -# 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023 # zhao yonghui, 2023 # Raymond Yu , 2023 # Martin Trigaux, 2023 # Emily Jia , 2023 +# Wil Odoo, 2023 +# 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023 +# Mandy Choy , 2023 # Chloe Wang, 2023 # #, fuzzy @@ -21,7 +21,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" "Last-Translator: Chloe Wang, 2023\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -53,7 +53,7 @@ msgstr "" #: ../../content/applications/productivity/calendar/google.rst:9 msgid ":doc:`/applications/general/auth/google`" -msgstr "" +msgstr ":doc:`/applications/general/auth/google`" #: ../../content/applications/productivity/calendar/google.rst:10 msgid ":doc:`/administration/maintain/google_oauth`" @@ -508,62 +508,51 @@ msgstr "" #: ../../content/applications/productivity/calendar/outlook.rst:106 msgid "" -"After one user syncs their Outlook calendar to the Odoo database, unwanted " -"email notifications are unavoidable because the first synchronized user's " -"events will be in the Odoo Calendar. If the Odoo database is shared amongst " -"multiple users, and another user wants to sync their Outlook calendar with " -"Odoo Calendar, Outlook will again pull the existing Odoo Calendar events " -"during the sync and treat them as new events, causing Outlook to send email " -"invitations to all event attendees." -msgstr "" - -#: ../../content/applications/productivity/calendar/outlook.rst:113 -msgid "" "In summary, once a user synchronizes their Outlook calendar with the Odoo " "calendar:" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:115 +#: ../../content/applications/productivity/calendar/outlook.rst:108 msgid "" "Creating an event in Odoo causes Outlook to send an invitation to all event " "attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:116 +#: ../../content/applications/productivity/calendar/outlook.rst:109 msgid "" "Deleting an event in Odoo causes Outlook to send a cancellation to all event" " attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:117 +#: ../../content/applications/productivity/calendar/outlook.rst:110 msgid "" "Unarchiving an event in Odoo causes Outlook to send an invitation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:118 +#: ../../content/applications/productivity/calendar/outlook.rst:111 msgid "" "Archiving an event in Odoo causes Outlook to send a cancellation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:119 +#: ../../content/applications/productivity/calendar/outlook.rst:112 msgid "" "Adding a contact to an event causes Outlook to send an invitation to all " "event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:120 +#: ../../content/applications/productivity/calendar/outlook.rst:113 msgid "" "Removing a contact from an event causes Outlook to send a cancellation to " "all event attendees." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:123 +#: ../../content/applications/productivity/calendar/outlook.rst:116 msgid "Sync Odoo Calendar and Outlook" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:125 +#: ../../content/applications/productivity/calendar/outlook.rst:118 msgid "" "In the Odoo database, go to the :guilabel:`Calendar` module and click the " ":guilabel:`Outlook` sync button. The page will redirect to a Microsoft login" @@ -575,13 +564,13 @@ msgstr "" msgid "The \"Outlook\" sync button in Odoo Calendar." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:133 +#: ../../content/applications/productivity/calendar/outlook.rst:126 msgid "" "The synchronization is a two-way process, meaning that events are reconciled" " in both accounts (Outlook and Odoo)." msgstr "同步是一个双向过程，这意味着事件在两个帐户（Outlook 和 Odoo）中进行协调。" -#: ../../content/applications/productivity/calendar/outlook.rst:137 +#: ../../content/applications/productivity/calendar/outlook.rst:130 msgid "" "All users that want to use the synchronization simply need to :ref:`sync " "their calendar with Outlook `. The configuration of " @@ -591,11 +580,11 @@ msgid "" "for their internal and external users." msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:144 +#: ../../content/applications/productivity/calendar/outlook.rst:137 msgid ":doc:`../mail_plugins/outlook`" msgstr "" -#: ../../content/applications/productivity/calendar/outlook.rst:145 +#: ../../content/applications/productivity/calendar/outlook.rst:138 msgid ":doc:`google`" msgstr "" @@ -937,7 +926,7 @@ msgid "View of the contacts’ status for Odoo Discuss" msgstr "Odoo讨论应用的联系人状态视图" #: ../../content/applications/productivity/discuss/overview/get_started.rst:97 -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:65 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:250 msgid ":doc:`team_communication`" msgstr ":doc:`team_communication`" @@ -946,102 +935,429 @@ msgid ":doc:`/applications/general/email_communication/email_servers`" msgstr ":doc:`/applications/general/email_communication/email_servers`" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:3 -msgid "Get Organized by Planning Activities" -msgstr "通过计划活动进行组织" +msgid "Activities" +msgstr "活动" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:5 msgid "" -"When you plan activities you minimize the risk of uncertainties, as you " -"provide clear directions for the course of your next action. In addition to " -"that, you do not leave space for wasteful activities and reduce the chance " -"of having overlapping actions between team members." +"*Activities* are follow-up tasks tied to a record in an Odoo database. " +"Activities can be scheduled on any page of the database that contains a " +"chatter thread, kanban view, list view, or activities view of an " +"application." msgstr "" -"当你计划活动时，你将不确定性的风险降到最低，因为你为自己的下一步行动提供了明确的方向。除此之外，您没有为浪费留出时间，并且减少了团队成员之间重复操作的机会。" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:10 -msgid "Where do I see my schedule activities?" -msgstr "在哪里可以查看我的日程安排？" +msgid "Schedule activities" +msgstr "活动安排" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:12 msgid "" -"Access and manage your activities wherever you are in Odoo by the " -"*Activities* menu." -msgstr "通过 *活动* 菜单访问和管理您在Odoo中的任何活动。" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads page emphasizing the activities menu for Odoo Discuss" -msgstr "Odoo讨论应用强调活动菜单的crm线索页面视图" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:20 -msgid "Plan activities" -msgstr "安排活动" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:22 -msgid "" -"Activities can be planned and managed from the chatter by clicking on " -"*Schedule activity*, or through Kanban views." -msgstr "通过点击*计划活动*或通过看板视图，可以从流水记录中规划和管理活动。" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of crm leads and the option to schedule an activity for Odoo Discuss" -msgstr "Odoo讨论应用中的潜在客户关系管理和活动安排选项视图" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:31 -msgid "Set your activity types" -msgstr "设置你的活动类型" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:33 -msgid "" -"A number of activities types are available by default in Odoo (call, email, " -"meeting, etc.). However, you can set new ones going to " -":menuselection:`Settings --> Activity types`." +"One way that activities are created is by clicking the :guilabel:`Schedule " +"Activity` button, located at the top of the *chatter* on any record. On the " +"pop-up window that appears, select an :guilabel:`Activity Type` from the " +"drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:17 +msgid "" +"Individual applications have a list of *Activity Types* dedicated to that " +"application. For example, to view and edit the activities available for the " +"*CRM* application, go to :menuselection:`CRM app --> Configuration --> " +"Activity Types`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:21 +msgid "" +"Enter a title for the activity in the :guilabel:`Summary` field, located in " +"the :guilabel:`Schedule Activity` pop-up window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:24 +msgid "" +"To assign the activity to a different user, select a name from the " +":guilabel:`Assigned to` drop-down menu. Otherwise, the user creating the " +"activity is automatically assigned." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:27 +msgid "" +"Lastly, feel free to add any additional information in the optional " +":guilabel:`Log a note...` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:30 +msgid "" +"The :guilabel:`Due Date` field on the :guilabel:`Schedule Activity` pop-up " +"window auto-populates based on the configuration settings for the selected " +":guilabel:`Activity Type`. However, this date can be changed by selecting a " +"day on the calendar in the :guilabel:`Due Date` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:34 +msgid "Lastly, click one of the following buttons:" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:36 +msgid "" +":guilabel:`Schedule`: adds the activity to the chatter under " +":guilabel:`Planned activities`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:37 +msgid "" +":guilabel:`Mark as Done`: adds the details of the activity to the chatter " +"under :guilabel:`Today`. The activity is not scheduled, it is automatically " +"marked as completed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:39 +msgid "" +":guilabel:`Done \\& Schedule Next`: adds the task under :guilabel:`Today` " +"marked as done, and opens a new activity window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:41 +msgid ":guilabel:`Discard`: discards any changes made on the pop-up window." msgstr "" -"默认情况下，Odoo中有许多活动类型（如电话，电子邮件，会议等）。 但是，您也可以在设置新的活动类型 :menuselection:`设置 --> " -"活动类型 。" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of the settings page emphasizing the menu activity types for Odoo " -"Discuss" -msgstr "Odoo讨论应用中强调菜单活动类型的设置页面视图" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:42 -msgid "" -"If you need to create an activity type with an available calendar, make sure" -" to create it with an *Action to Perform* set as *Meeting*." -msgstr "如果您需要在你的日历创建一个活动类型，请确保使用 *要执行的操作* 设置为 *会议* 来创建活动类型。" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:46 -msgid "Recommend next activities" -msgstr "推荐后续行动" +msgid "View of CRM leads and the option to schedule an activity." +msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst:48 msgid "" -"Odoo helps you to plan a flow of activities by allowing you to set " -"*Recommended Next Activities*." -msgstr "Odoo允许您设置 *推荐后续行动* ，从而帮助您计划活动流程。" +"Depending on the activity type, the :guilabel:`Schedule` button may be " +"replaced by a :guilabel:`Save` button, or an :guilabel:`Open Calendar` " +"button." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:51 +msgid "" +"Scheduled activities are added to the chatter for the record under " +":guilabel:`Planned activities`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:57 +msgid "" +"Activities can also be scheduled from the kanban, list, or activities view " +"of an application." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:61 +msgid "Kanban view" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:63 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`, and proceed to fill " +"out the pop-up form." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Kanban view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:70 +msgid "List view" +msgstr "列表视图" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:72 +msgid "" +"Select a record on which to schedule an activity. Click on the :guilabel:`🕘 " +"(clock)` icon, then :guilabel:`Schedule An Activity`. If the record already " +"has an activity scheduled, the clock icon may be replaced by a :guilabel:`📞 " +"(phone)` or an :guilabel:`✉️ (envelope)` icon." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "List view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:80 +msgid "Activity view" +msgstr "活动视图" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:82 +msgid "" +"To open the activity view for an application, select the :guilabel:`🕘 " +"(clock)` icon from the menu bar anywhere in the database. Select any " +"application from the drop-down menu, and click the :guilabel:`🕘 (clock)` " +"icon for the desired app." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity menu drop down with focus on where to open activity view for CRM." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:90 +msgid "" +"Select a record on which to schedule an activity. Move across the row to " +"find the desired activity type, then click the :guilabel:`＋ (plus sign)`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:0 +msgid "" +"Activity view of the CRM pipeline and the option to schedule an activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:98 +msgid "" +"Activity colors, and their relation to an activity's due date, is consistent" +" throughout Odoo, regardless of the activity type, or the view." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:101 +msgid "" +"Activities that appear in **green** indicate a due date sometime in the " +"future." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:102 +msgid "**Yellow** indicates that the activity's due date is today." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:103 +msgid "" +"**Red** indicates that the activity is overdue and the due date has passed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:105 +msgid "" +"For example, if an activity is created for a phone call, and the due date " +"passes, the activity appears with a red phone in list view, and a red clock " +"on the kanban view." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:109 +msgid "View scheduled activities" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:111 +msgid "" +"To view scheduled activities, open either the :menuselection:`Sales app` or " +":menuselection:`CRM app` and click the :guilabel:`🕘 (clock)` icon, located " +"to the far-right side of the other view options." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:114 +msgid "" +"Doing so opens the activities menu, showcasing all the scheduled activities " +"for the user, by default. To show all activities for every user, remove the " +":guilabel:`My Pipeline` filter from the :guilabel:`Search...` bar." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:118 +msgid "" +"To view a consolidated list of activities separated by the application where" +" they were created, and by deadline, click the :guilabel:`🕘 (clock)` icon on" +" the header menu to see the activities for that specific application in a " +"drop-down menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:122 +msgid "" +"The possibility to :guilabel:`Add new note` and :guilabel:`Request a " +"Document` appear at the bottom of this drop-down menu, when the :guilabel:`🕘" +" (clock)` icon on the header menu is clicked." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of CRM leads page emphasizing the activities menu." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:130 +msgid "Configure activity types" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:132 +msgid "" +"To configure the types of activities in the database, go to " +":menuselection:`Settings app --> Discuss --> Activities --> Activity Types`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "View of the settings page emphasizing the menu activity types." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:139 +msgid "" +"Doing so reveals the :guilabel:`Activity Types` page, where the existing " +"activity types are found." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:141 +msgid "" +"To edit an existing activity type, select it from the list, then click " +":guilabel:`Edit`. To create a new activity type, click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:144 +msgid "" +"At the top of a blank activity type form, start by choosing a " +":guilabel:`Name` for the new activity type." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "New activity type form." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:152 +msgid "Activity settings" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:155 +#: ../../content/applications/productivity/studio/automated_actions.rst:134 +msgid "Action" +msgstr "动作" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:157 +msgid "" +"The *Action* field specifies the intent of the activity. Some actions " +"trigger specific behaviors after an activity is scheduled." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:160 +msgid "" +"If :guilabel:`Upload Document` is selected, a link to upload a document is " +"added directly to the planned activity in the chatter." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:162 +msgid "" +"If either :guilabel:`Phonecall` or :guilabel:`Meeting` are selected, users " +"have the option to open their calendar to schedule a time for this activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:164 +msgid "" +"If :guilabel:`Request Signature` is selected, a link is added to the planned" +" activity in the chatter that opens a signature request pop-up window." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:168 +msgid "" +"The actions available to select on an activity type vary, depending on the " +"applications currently installed in the database." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:172 +msgid "Default user" +msgstr "默认用户" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:174 +msgid "" +"To automatically assign this activity to a specific user when this activity " +"type is scheduled, choose a name from the :guilabel:`Default User` drop-down" +" menu. If this field is left blank, the activity is assigned to the user who" +" creates the activity." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:179 +msgid "Default summary" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:181 +msgid "" +"To include notes whenever this activity type is created, enter them into the" +" :guilabel:`Default Summary` field." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:185 +msgid "" +"The information in the :guilabel:`Default User` and :guilabel:`Default " +"Summary` fields are included when an activity is created. However, they can " +"be altered before the activity is scheduled or saved." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:190 +msgid "Next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:192 +msgid "" +"To automatically suggest, or trigger, a new activity after an activity has " +"been marked complete, the :guilabel:`Chaining Type` must be set." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:196 +msgid "Suggest next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:198 +msgid "" +"In the :guilabel:`Chaining Type` field, select :guilabel:`Suggest Next " +"Activity`. Upon doing so, the field underneath changes to: " +":guilabel:`Suggest`. Click the :guilabel:`Suggest` field drop-down menu to " +"select any activities to recommend as follow-up tasks to this activity type." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:202 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:230 +msgid "" +"In the :guilabel:`Schedule` field, choose a default deadline for these " +"activities. To do so, configure a desired number of :guilabel:`Days`, " +":guilabel:`Weeks`, or :guilabel:`Months`. Then, decide if it should occur " +":guilabel:`after completion date` or :guilabel:`after previous activity " +"deadline`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:207 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:235 +msgid "" +"This :guilabel:`Schedule` field information can be altered before the " +"activity is scheduled." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:209 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:237 +msgid "When all configurations are complete, click :guilabel:`Save`." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 +msgid "Schedule activity popup with emphasis on recommended activities." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:216 +msgid "" +"If an activity has the :guilabel:`Chaining Type` set to :guilabel:`Suggest " +"Next Activity`, and has activities listed in the :guilabel:`Suggest` field, " +"users are presented with recommendations for activities as next steps." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:221 +msgid "Trigger next activity" +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:223 +msgid "" +"Setting the :guilabel:`Chaining Type` to :guilabel:`Trigger Next Activity` " +"immediately launches the next activity once the previous one is completed." +msgstr "" + +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:226 +msgid "" +"If :guilabel:`Trigger Next Activity` is selected in the :guilabel:`Chaining " +"Type` field, the field beneath changes to: :guilabel:`Trigger`. From the " +":guilabel:`Trigger` field drop-down menu, select the activity that should be" +" launched once this activity is completed." +msgstr "" #: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 msgid "" -"View of an activity type form emphasizing the field recommended next activities for Odoo\n" -"Discuss" -msgstr "DOdoo讨论应用中强调推荐后续活动的区域的活动类型表单视图" +"Schedule new activity popup with emphasis on Done and launch next button." +msgstr "" -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:55 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:244 msgid "" -"Once the respective activity is completed, select *Done & Schedule Next* and" -" next steps are suggested to you." -msgstr "一旦相应的活动完成，选择 *已完成及计划下一个* ，下一步将向您建议。" +"When an activity has the :guilabel:`Chaining Type` set to :guilabel:`Trigger" +" Next Activity`, marking the activity as `Done` immediately launches the " +"next activity listed in the :guilabel:`Trigger` field." +msgstr "" -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst-1 -msgid "" -"View of an activity being schedule emphasizing the recommended activities field being\n" -"shown for Odoo Discuss" -msgstr "为Odoo讨论应用显示的、强调推荐后续活动的字段、正在计划的活动视图" - -#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:64 +#: ../../content/applications/productivity/discuss/overview/plan_activities.rst:249 #: ../../content/applications/productivity/discuss/overview/team_communication.rst:98 msgid ":doc:`get_started`" msgstr ":doc:`get_started`" @@ -1204,8 +1520,23 @@ msgstr ":doc:`plan_activities`" msgid "Internet of Things (IoT)" msgstr "物联网 （IoT）" +#: ../../content/applications/productivity/iot.rst:17 +msgid "" +"The Open Platform Communications (OPC) Unified Architecture (UA) protocol is" +" now supported by the :abbr:`IoT (Internet of Things)` box. :abbr:`OPC (Open" +" Platform Communications)` :abbr:`UA (United Architecture)` is an open " +"standard that specifies information exchange for industrial communication on" +" devices, between machines and between systems. This includes communication " +"between information technology and operational technology. :abbr:`OPC (Open " +"Platform Communications)` :abbr:`UA (United Architecture)` can be used with " +"any software platform, on a wide variety of devices, and deployed securely. " +"The :abbr:`IoT (Internet of Things)` box has entered the world of the " +"Industry 4.0 standard and can be utilized in a wide variety of industries, " +"and for things like building automation, packaging, utilities, etc." +msgstr "" + #: ../../content/applications/productivity/iot/config.rst:5 -#: ../../content/applications/productivity/mail_plugins/outlook.rst:6 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:10 msgid "Configuration" msgstr "配置" @@ -4036,201 +4367,215 @@ msgstr "" msgid "Outlook Plugin" msgstr "Outlook 插件" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:8 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:5 +msgid "" +"Outlook allows for third-party applications to connect in order to execute " +"database actions from emails. Odoo has a plugin for Outlook that allows for " +"the creation of an opportunity from the email panel." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:12 msgid "" "The Outlook :doc:`Mail Plugin <../mail_plugins>` needs to be configured both" " on Odoo and Outlook." msgstr "Outlook:文档:`邮件插件<../mail_plugins>`需要在Odoo和Outlook上配置。" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:13 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:17 msgid "Enable Mail Plugin" msgstr "启用邮件插件" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:15 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:19 msgid "" -"First, you need to enable the *Mail Plugin* feature in your database. Go to " +"First, enable the *Mail Plugin* feature in the database. Go to " ":menuselection:`Settings --> General Settings --> Integrations`, enable " -"*Mail Plugin*, and *Save* the configuration." -msgstr "首先，您需要在数据库中启用*邮件插件*功能。转到：菜单选择：`设置-->常规设置-->集成`，启用*邮件插件*，然后*保存*配置。" +":guilabel:`Mail Plugin`, and :guilabel:`Save` the configuration." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:21 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:25 msgid "Install the Outlook Plugin" msgstr "安装Outlook插件" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:23 -msgid "Open your Outlook mailbox and select any email." -msgstr "打开Outlook邮箱并选择任何电子邮件。" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:27 +msgid "" +"Download (:menuselection:`Save Page As --> Web Page XML only`) the following" +" XML file to upload later: " +"`https://download.odoocdn.com/plugins/outlook/manifest.xml " +"`_." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:25 -msgid "Click on the *More actions* button and select *Get Add-ins*." -msgstr "单击*更多操作*按钮并选择*获取加载项*。" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:31 +msgid "" +"Next, open the Outlook mailbox, and select any email. After completing this," +" click on the :guilabel:`More actions` button in the upper right-side and " +"select :guilabel:`Get Add-ins`." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "More actions button in Outlook" msgstr "Outlook的“更多操作”按钮" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:31 -msgid "Select the *My add-ins* tab." -msgstr "选择“我的加载项”选项卡。" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:38 +msgid "" +"Following this step, select the :guilabel:`My add-ins` tab on the left-side." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "My add-ins in Outlook" msgstr "Outlook中的我的附加程序" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:37 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:44 msgid "" -"Under *Custom add-ins*, click on *+ Add a custom add-in*, and then on *Add " -"from URL...*" -msgstr "在*自定义加载项*下，单击*+添加自定义加载项*，然后单击*从URL添加*" +"Under :guilabel:`Custom add-ins` towards the bottom, click on :guilabel:`+ " +"Add a custom add-in`, and then on :guilabel:`Add from file...`" +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-ins in Outlook" msgstr "在Outlook中定制附加程序" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:43 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:51 msgid "" -"Enter the following URL " -"`https://download.odoocdn.com/plugins/v15/outlook/manifest.xml` and press " -"*OK*." +"For the next step, attach the `manifest.xml` file downloaded above, and " +"press :guilabel:`OK`. Next, read the warning and click on " +":guilabel:`Install`." msgstr "" -"输入以下URL`https://download.odoocdn.com/plugins/v15/outlook/manifest.xml`，然后点击*OK*按钮。" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering the add-in URL in Outlook" -msgstr "在Outlook中输入附加程序URL" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:50 -msgid "Read the warning and click on *Install*." -msgstr "阅读警告并单击“安装”。" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Custom add-in installation warning in Outlook" msgstr "在Outlook中定制附加程序安装警告" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:59 -msgid "Connect your database" -msgstr "连接数据库" - #: ../../content/applications/productivity/mail_plugins/outlook.rst:61 -msgid "" -"Open any email in your Outlook mailbox, click on the *More actions* button, " -"and select *Odoo for Outlook*." -msgstr "打开Outlook邮箱中的任何电子邮件，单击*更多操作*按钮，然后选择*Outlook的Odoo*。" +msgid "Connect the database" +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:63 +msgid "" +"Now, Outlook will be connected to the Odoo database. First, open any email " +"in the Outlook mailbox, click on the :guilabel:`More actions` button in the " +"upper right-side, and select :guilabel:`Odoo for Outlook`." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook add-in button" msgstr "Odoo中的Outlook附加程序按钮" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:68 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:71 msgid "" "The right-side panel can now display **Company Insights**. At the bottom, " -"click on *Login*." -msgstr "右侧面板现在可以显示 **司洞** 。在底部，单击“登录”。" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Logging in your Odoo database" -msgstr "登录您的Odoo数据库" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:75 -msgid "" -"Only a limited amount of *Company Insights* (*Lead Enrichment*) requests are" -" available as a trial. This feature requires :ref:`prepaid credits " -"`." +"click on :guilabel:`Login`." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Logging in the Odoo database" msgstr "" -"只有有限数量的*公司洞察*（*潜在客户丰富*）请求可作为试用。此功能需要：ref:`预付信用费`。" #: ../../content/applications/productivity/mail_plugins/outlook.rst:79 msgid "" -"If, after a short while, the panel is still empty, it is possible that your " -"browser cookie settings prevented it from loading. Note that these settings " -"also change if you are in \"Incognito\" mode on your browser." +"Only a limited amount of **Company Insights** (*Lead Enrichment*) requests " +"are available as a trial database. This feature requires :ref:`prepaid " +"credits `." msgstr "" -"如果过了一会儿，面板仍然是空的，则可能是您的浏览器 cookie 设置阻止了它加载。 请注意，如果您在浏览器上处于“隐身”模式，这些设置也会发生变化。" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:84 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:83 msgid "" -"To fix this issue, configure your browser to always allow cookies on Odoo's " +"If, after a short while, the panel is still empty, it is possible that the " +"browser cookie settings prevented it from loading. Note that these settings " +"also change if the browser is in \"Incognito\" mode." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:87 +msgid "" +"To fix this issue, configure the browser to always allow cookies on Odoo's " "plugin page." -msgstr "要解决此问题，请将您的浏览器配置为始终允许 Odoo 插件页面上的 cookie." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:86 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:89 msgid "" -"For Google Chrome, you can do so by following the guide at: " -"`https://support.google.com/chrome/answer/95647 " -"`_" -" and adding `download.odoo.com` to the list of `Sites that can always use " +"For Google Chrome, change the browser cookie settings by following the guide" +" at: `https://support.google.com/chrome/answer/95647 " +"`_ and adding " +"`download.odoo.com` to the list of :guilabel:`Sites that can always use " "cookies`." msgstr "" -"对于谷歌浏览器，您可以执行以下网址的指示，完成上述操作：`https://support.google.com/chrome/answer/95647 " -"`_，并在`Sites" -" that can always use cookies`列表中添加`download.odoo.com`。" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:90 -msgid "Once done, the Outlook panel needs to be opened again." -msgstr "完成后，需要再次打开 Outlook 面板." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:94 +msgid "Once this is complete, the Outlook panel needs to be opened again." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:93 -msgid "Enter your Odoo database URL and click on *Login*." -msgstr "输入您的Odoo数据库URL，然后单击*登录*。" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:96 +msgid "Now, enter the Odoo database URL and click on :guilabel:`Login`." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 -msgid "Entering your Odoo database URL" -msgstr "输入您的Odoo数据库URL" +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 +msgid "Entering the Odoo database URL" +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:99 -msgid "Click on *Allow* to open the pop-up window." -msgstr "单击“允许”打开弹出窗口。" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:102 +msgid "Next, click on :guilabel:`Allow` to open the pop-up window." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "New window pop-up warning" msgstr "新的警告弹窗" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:105 -msgid "If you aren't logged into your database, enter your credentials." -msgstr "如果您没有登录到数据库，请输入您的凭据." +#: ../../content/applications/productivity/mail_plugins/outlook.rst:108 +msgid "" +"If the user isn't logged into the database, enter the credentials. Click on " +":guilabel:`Allow` to let the Outlook Plugin connect to the database." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:107 -msgid "Click on *Allow* to let the Outlook Plugin connect to your database." -msgstr "单击“允许”，让Outlook插件连接到您的数据库。" - -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Allowing the Outlook Plugin to connect to a database" msgstr "允许Outlook插件连接至数据库" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:116 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 msgid "Add a shortcut to the plugin" msgstr "为插件添加快捷方式" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:118 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:120 msgid "" "By default, the Outlook Plugin can be opened from the *More actions* menu. " "However, to save time, it's possible to add it next to the other default " "actions." msgstr "默认情况下，可以从 *更多操作* 菜单打开 Outlook 插件。 但是，为了节省时间，可以将其添加到其他默认操作旁边。" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:121 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:123 msgid "" -"In your Outlook mailbox, click on *Settings*, then on *View all Outlook " -"settings*." -msgstr "在Outlook邮箱中，单击*设置*，然后单击*查看所有Outlook设置*。" +"In the Outlook mailbox, click on :guilabel:`Settings`, then on " +":guilabel:`View all Outlook settings`." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Viewing all Outlook settings" msgstr "查看所有Outlook设置" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:127 +#: ../../content/applications/productivity/mail_plugins/outlook.rst:130 msgid "" -"Select *Customize actions* under *Mail*, click on *Odoo for Outlook*, and " -"then *Save*." -msgstr "在*邮件*下选择*自定义操作*，单击*Outlook的Odoo*，然后单击*保存*。" +"Now, select :guilabel:`Customize actions` under :guilabel:`Mail`, click on " +":guilabel:`Odoo for Outlook`, and then :guilabel:`Save`." +msgstr "" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:0 +#: ../../content/applications/productivity/mail_plugins/outlook.rst-1 msgid "Odoo for Outlook customized action" msgstr "Odoo中的Outlook定制操作" -#: ../../content/applications/productivity/mail_plugins/outlook.rst:133 -msgid "Open any email; the shortcut should be displayed." -msgstr "打开任何电子邮件；应显示快捷方式。" +#: ../../content/applications/productivity/mail_plugins/outlook.rst:137 +msgid "Following this step, open any email; the shortcut should be displayed." +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:144 +msgid "Using the plugin" +msgstr "" + +#: ../../content/applications/productivity/mail_plugins/outlook.rst:146 +msgid "" +"Now that the plug-in is installed and operational, all that needs to be done" +" to create a lead is to click on the `O` [Odoo icon] or navigate to " +":guilabel:`More actions` and click on :guilabel:`Odoo for Outlook`. The side" +" panel will appear on the right-side, and under :guilabel:`Opportunities` " +"click on :guilabel:`New`. A new window with the created opportunity in the " +"Odoo database will populate." +msgstr "" #: ../../content/applications/productivity/studio.rst:6 msgid "Studio" @@ -4479,10 +4824,6 @@ msgid "" " It works the same way as when you apply filters on a model." msgstr "定义要应用自动操作的模型记录。方式与在模型上应用筛选器的方式相同。" -#: ../../content/applications/productivity/studio/automated_actions.rst:134 -msgid "Action" -msgstr "动作" - #: ../../content/applications/productivity/studio/automated_actions.rst:136 msgid "" "Determine what the automated action should do (server action). There are " diff --git a/locale/zh_CN/LC_MESSAGES/sales.po b/locale/zh_CN/LC_MESSAGES/sales.po index fa1bf772a..cb4e81fb1 100644 --- a/locale/zh_CN/LC_MESSAGES/sales.po +++ b/locale/zh_CN/LC_MESSAGES/sales.po @@ -31,7 +31,7 @@ msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2021-11-02 08:49+0000\n" "Last-Translator: Chloe Wang, 2023\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" @@ -97,7 +97,7 @@ msgstr "你可从CRM设置启用这一模式。它默认适用于你的所有销 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/adyen.rst:13 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/ingenico.rst:12 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:16 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:17 #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/worldline.rst:12 #: ../../content/applications/sales/point_of_sale/pricing/cash_rounding.rst:17 #: ../../content/applications/sales/point_of_sale/pricing/loyalty.rst:9 @@ -1045,10 +1045,11 @@ msgstr "管理失去的机会" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:5 msgid "" -"While working with your opportunities, you might lose some of them. You will" -" want to keep track of the reasons you lost them and also which ways Odoo " -"can help you recover them in the future." -msgstr "当您同时处理许多机会时，您可能会失去其中一些机会。 您将需要跟踪失去它们的原因，以及Odoo可以通过哪些方式帮助您将来恢复它们。" +"Not all opportunities result in successful sales. In order to keep the " +"pipeline up to date, lost opportunities need to be identified. Specifying " +"the reason why an opportunity was lost provides additional insight that can " +"prove useful for future opportunities." +msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:10 msgid "Mark a lead as lost" @@ -1056,84 +1057,193 @@ msgstr "将销售线索标记为输" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:12 msgid "" -"While in your pipeline, select any opportunity you want and you will see a " -"*Mark Lost* button." -msgstr "在管道中，选择所需的任何商机，您将看到一个 *标记为输* 按钮。" +"To mark a lead as lost, open the :menuselection:`CRM` application, and " +"select a lead from the pipeline, by clicking on its corresponding kanban " +"card. Doing so reveals that lead's detail form." +msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:15 msgid "" -"You can then select an existing *Lost Reason* or create a new one right " -"there." -msgstr "然后，您可以选择现有的 *丢失原因* 或在此处创建新的。" +"Then, click :guilabel:`Lost`, located at the top of the lead's detail form." +msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:22 -msgid "Manage & create lost reasons" -msgstr "管理和创建丢失的原因" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:24 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 msgid "" -"You will find your *Lost Reasons* under :menuselection:`Configuration --> " -"Lost Reasons`." -msgstr "您将在菜单选择 :menuselection:`配置 --> 丢失的原因`下找到您的 --> 丢失原因`。" +"Buttons from the top of an opportunity record with the lost button " +"emphasized." +msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:26 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:21 msgid "" -"You can select & rename any of them as well as create a new one from there." -msgstr "您可以选择和重命名其中任何一个，以及从那里创建一个新的。" +"This opens the :guilabel:`Lost Reason` popup. From the drop-down, choose an " +"existing lost reason. If no applicable reason is available, create a new one" +" by entering it into the :guilabel:`Lost Reason` field, and clicking " +":guilabel:`Create`." +msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:30 -msgid "Retrieve lost opportunities" -msgstr "检索丢失的机会" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:32 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:25 msgid "" -"To retrieve lost opportunities and do actions on them (send an email, make a" -" feedback call, etc.), select the *Lost* filter in the search bar." -msgstr "要检索丢失的机会并对其进行操作（发送电子邮件、拨打反馈电话等），请在搜索栏中选择 *丢失* 筛选器。" +"Additional notes and comments can be added below the lost reason designated " +"in the :guilabel:`Lost Reason` field." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:28 +msgid "" +"When all the desired information has been entered in the :guilabel:`Lost " +"Reason` pop-up window, click :guilabel:`Submit`." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost reasons popup with sample reasons." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:35 +msgid "" +"Upon clicking :guilabel:`Submit`, the pop-up window disappears, and Odoo " +"returns to the lead detail form, where a new red :guilabel:`Lost` banner is " +"now present in the upper-right corner of the lead." +msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:39 -msgid "You will then see all your lost opportunities." -msgstr "然后，您将看到所有失去的机会。" +msgid "Create/edit lost reasons" +msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:41 msgid "" -"If you want to refine them further, you can add a filter on the *Lost " -"Reason*." -msgstr "如果要进一步优化它们，可以在 *丢失原因* 上添加筛选器。" +"To create a new lost reason, or edit an existing one, navigate to " +":menuselection:`CRM app --> Configuration --> Lost Reasons`." +msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:44 -msgid "For Example, *Too Expensive*." -msgstr "例如，*太贵* 。" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:50 -msgid "Restore lost opportunities" -msgstr "恢复失去的机会" - -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:52 msgid "" -"From the Kanban view with the filter(s) in place, you can select any " -"opportunity you wish and work on it as usual. You can also restore it by " -"clicking on *Archived*." -msgstr "从具有筛选器的看板视图中，您可以选择任何希望的机会，并照常处理。您也可以通过单击 *已存档* 来恢复它。" +"To edit an existing reason, click on the reason that should be modified. " +"When clicked, that reason becomes highlighted. Once highlighted, change the " +"description of the selected lost reason by editing the " +":guilabel:`Description` field. When done, click :guilabel:`Save` in the " +"upper-left corner." +msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:59 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:48 msgid "" -"You can also restore items in batch from the Kanban view when they belong to" -" the same stage. Select *Restore Records* in the column options. You can " -"also archive the same way." -msgstr "当项目属于同一阶段时，还可以从看板视图中还原批处理中的项。在列选项中选择 *还原记录* 。您也可以以相同的方式存档。" +"To create a new lost reason, click :guilabel:`Create` in the upper-left " +"corner of the :guilabel:`Lost Reasons` page. Doing so reveals a new blank " +"line in the :guilabel:`Description` field. Then, proceed to type in the new " +"lost reason in that new line. Once ready, click :guilabel:`Save`." +msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:66 -msgid "To select specific opportunities, you should switch to the list view." -msgstr "要选择特定商机，应切换到列表视图。" +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:54 +msgid "Retrieve lost opportunities" +msgstr "检索丢失的机会" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:56 +msgid "" +"To retrieve lost opportunities in Odoo *CRM*, open the :menuselection:`CRM " +"app` to the main :guilabel:`Pipeline` dashboard. Then, click the " +":guilabel:`Filters` drop-down menu, located beneath the search bar." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with lost filter emphasized." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:64 +msgid "" +"From the :guilabel:`Filters` drop-down menu, select the :guilabel:`Lost` " +"option. Upon selecting :guilabel:`Lost`, only the leads that have been " +"marked as `Lost` appear on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:68 +msgid "" +"To filter leads by a specific lost reason, select :menuselection:`Filters " +"--> Add Custom Filter`. Doing so reveals another drop-down menu with three " +"fields." +msgstr "" #: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:71 msgid "" -"Then you can select as many or all opportunities and select the actions you " -"want to take." -msgstr "然后，您可以选择尽可能多的或所有商机，并选择要执行的操作。" +"In the top field drop-down menu, select :guilabel:`Lost Reason`. In the " +"second field drop-down menu, select :guilabel:`Contains`. Then, in the third" +" field of the :guilabel:`Add Custom Field` sub menu, type in the specific " +"keyword(s). Lastly, click :guilabel:`Apply`. Upon clicking " +":guilabel:`Apply`, Odoo reveals all the lost leads with a reason that " +"contains that specified keyword(s)." +msgstr "" -#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:78 +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Search bar with custom filter added for lost reason." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:81 +msgid "Restore lost opportunities" +msgstr "恢复失去的机会" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:83 +msgid "" +"To restore a lost opportunity, navigate to the main :guilabel:`Pipeline` " +"dashboard on the *CRM* app, open the :guilabel:`Filters` drop-down menu, and" +" select the :guilabel:`Lost` option. Doing so reveals all the lost " +"opportunities on the :guilabel:`Pipeline` page." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:87 +msgid "" +"Then, click on the kanban card of the desired lost opportunity to restore, " +"which opens that lead's detail form." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:90 +msgid "" +"From the lost lead's detail form, click :guilabel:`Restore` in the upper-" +"left corner. Doing so removes the red :guilabel:`Lost` banner from the lead " +"form, signifying the lead has been restored." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Lost opportunity with emphasis on the Restore button." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:98 +msgid "Restore multiple opportunities at once" +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:100 +msgid "" +"To restore multiple opportunities at once, navigate to the main " +":guilabel:`Pipeline` dashboard in the *CRM* app, open the " +":guilabel:`Filters` drop-down menu, and select the :guilabel:`Lost` option." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:103 +msgid "" +"Next, select the list view option, which is represented by the three-line " +":guilabel:`☰ (list)` icon in the upper-right corner. Doing so places all the" +" leads from the :guilabel:`Pipeline` page in a list form. With the list form" +" chosen, select the checkbox to the left of each desired opportunity/lead to" +" be restored." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:108 +msgid "" +"Once the desired opportunities/leads have been selected, click the " +":guilabel:`⚙️ Action (gear)` drop-down menu at the top of the " +":guilabel:`Pipeline` page. From the :guilabel:`⚙️ Action (gear)` drop-down " +"menu, select :guilabel:`Unarchive`." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:112 +msgid "" +"Doing so removes those selected lost opportunities from the " +":guilabel:`Pipeline` page because they no longer fit into the `Lost` filter " +"criteria. To reveal these newly-restored leads, delete the `Lost` filter " +"from the search bar." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst-1 +msgid "Action button from list view with the Unarchive option emphasized." +msgstr "" + +#: ../../content/applications/sales/crm/pipeline/lost_opportunities.rst:121 msgid ":doc:`../performance/win_loss`" msgstr ":doc:`../performance/win_loss`" @@ -3030,7 +3140,7 @@ msgstr "" "因此，从Worldline收到的终端与此集成不兼容。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:19 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:16 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:20 msgid "Configure the Payment Method" msgstr "配置支付方式" @@ -3060,7 +3170,7 @@ msgid "Create a new payment method for the SIX payment terminal." msgstr "为SIX支付终端创建支付方式。" #: ../../content/applications/sales/point_of_sale/payment_methods/terminals/six.rst:37 -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:40 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:44 msgid "Pay with a Payment Terminal" msgstr "用支付终端付款" @@ -3114,13 +3224,20 @@ msgid "" " procedure only suitable for North American businesses." msgstr "请注意，MercuryPay仅适用于美国和加拿大银行，因此这一程序只适合北美公司。" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:18 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:13 +msgid "" +"Vantiv card readers should be purchased exclusively from Vantiv, as certain " +"Vantiv terminals bought on Amazon do not include the correct encryption " +"needed to be used with an Odoo database." +msgstr "" + +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:22 msgid "" "First, go in the general settings of the POS app, and activate the Vantiv " "setting." msgstr "首先，进入POS应用程序的一般设置，并启用Vantiv设置。" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:24 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:28 msgid "" "Back in :menuselection:`Point of Sale --> Configuration --> Point of Sale`, " "go in the payments section and access your payment methods. Create a new " @@ -3130,14 +3247,14 @@ msgstr "" "回到 :menuselection:`POS --> 配置 --> " "POS`，进入支付版块并查看你的支付方式。为Vantiv创建新支付方式，选择支付终端选项Vantiv，并创建新的Vantiv凭据。" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:32 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:36 msgid "" "To create new Vantiv credentials, fill in your merchant ID and password, " "then save. Make sure the credentials you just created are selected, then " "save the payment method." msgstr "要创建新的Vantiv凭据，请填入你的商户ID和密码，然后保存。确保选中你刚才创建的凭据，然后保存该支付方式。" -#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:42 +#: ../../content/applications/sales/point_of_sale/payment_methods/terminals/vantiv.rst:46 msgid "" "In your PoS interface, at the moment of the payment, select your Vantiv " "payment method and… that’s all." @@ -8173,90 +8290,99 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:3 -msgid "Get paid to confirm an order" -msgstr "获得付款以确认订单" +msgid "Online payment order confirmation" +msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:5 msgid "" -"In general, online payments are considered as a fast and secure alternative " -"to traditional payment methods. It is generally cheaper, easier and faster " -"than other payment methods. It is particularly useful and efficient for " -"international transactions. With Odoo Sales, you can use online payments to " -"get automatic orders confirmation. Online payments are made instantly, so " -"it's very convenient and saves lots of time in a basic sales process." +"With Odoo *Sales*, online payments can be used to get automatic confirmation" +" on orders." msgstr "" -"一般来说，网上支付被认为是比传统支付方式更快、更安全的替代方式。它通常比其他支付方式更便宜、简单、快速。它对于国际交易尤其有用、高效。在Odoo销售应用程序中，你可利用网上支付完成自动订单确认。网上支付即刻完成，因此非常方便，在基本销售流程中节省了大量时间。" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:12 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:8 msgid "Enable online payment" msgstr "启用网上支付" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:14 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:10 msgid "" -"Go to :menuselection:`Sales --> Configuration --> Settings` and activate the" -" **Online Payment** feature." -msgstr "前往 :menuselection:`销售 --> 配置 --> 设置`并启用 **上支付 **能。" +"Go to :menuselection:`Sales app --> Configuration --> Settings`, scroll to " +"the :guilabel:`Quotations \\& Orders` heading, and activate the " +":guilabel:`Online Payment` feature by checking the box next to it, and " +"clicking :guilabel:`Save`." +msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to enable online payment on Odoo Sales?" -msgstr "何在Odoo销售中启用线上支付？" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:22 -msgid "" -"There, you will have direct access to the **Payment Acquirers** page. It " -"will allow you to select and configure your acquirers of choice. Before " -"creating or modifying a payment acquirer, be sure to check out our " -"documentation about how to be paid with payment acquirers such as " -":doc:`/applications/finance/payment_acquirers/paypal`, " -":doc:`/applications/finance/payment_acquirers/authorize`, and others in the " -":doc:`/applications/finance/payment_acquirers` documentation." +msgid "How to enable online payment on Odoo Sales." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:18 +msgid "" +"After checking the box beside the :guilabel:`Online Payment` feature, a link" +" to the :guilabel:`Payment Acquirers` appears beneath it. Click that link to" +" reveal the entire :guilabel:`Payment Acquirers` page." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 +msgid "Payment acquirers page in the Odoo Sales application." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:26 +msgid "" +"On the :guilabel:`Payment Acquirers` page, payment acquirers can be selected" +" and configured. Before creating (or modifying) a payment acquirer, be sure " +"to review the documentation related to the ways payment acquirers can be " +"used with Odoo, such as:" msgstr "" -"在那里，您可以直接访问 **付收单机构 " -"**面。它将允许您选择和配置您选择的收单机构。在创建或修改付款收单机构之前，请务必查看我们关于如何与付款收单机构付款的文档，例如：doc:`/applications/finance/payment_acquirers/paypal`、：doc:`/applications/finance/payment_acquirers/authorize`，以及：doc:`/applications/finance/payment_acquirers`" -" 收单机构文档中的其他文档。" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:30 -msgid "" -"If you are familiar with this documentation: :doc:`quote_template`; you can " -"activate or not the **Online Payment** feature for each template you use, " -"under their confirmation tab." -msgstr "如你对本文档:doc:`quote_template`非常熟悉；你可在确认选项卡下，为使用的每个模板启用或禁用 **上支付 **能。" +msgid ":doc:`../../../finance/payment_acquirers/paypal`" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:31 +msgid ":doc:`../../../finance/payment_acquirers/authorize`" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:32 +msgid ":doc:`../../../finance/payment_acquirers`" +msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:35 +msgid "" +"On quotation templates, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Confirmation` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:38 +msgid "" +"On standard quotations, the :guilabel:`Online Payment` feature is located " +"under the :guilabel:`Other Info` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:42 msgid "Register a payment" msgstr "登记付款" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:37 +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:44 msgid "" -"After opening quotations from their received email, your customers will have" -" different possibilities to make their online payments. For example:" -msgstr "客户从收件箱中打开报价后，可用多种途径完成网上支付。例如：" +"After opening quotations from the email they receive, customers are " +"presented with different options to make online payments, in the " +":guilabel:`Pay with` section." +msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst-1 -msgid "How to register a payment on Odoo Sales?" -msgstr "如何在Odoo销售中注册付款？" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:46 -msgid "" -"By clicking on the **Customer Preview** button, you will be able to see what" -" your customers will have to choose when it comes to payment." -msgstr "点击 **户预览 **钮，你可看到客户在支付时看到的选项。" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:50 -msgid ":doc:`quote_template`" -msgstr ":doc:`quote_template`" - -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:51 -msgid ":doc:`/applications/finance/payment_acquirers`" -msgstr ":doc:`/applications/finance/payment_acquirers`" +msgid "How to register a payment on Odoo Sales." +msgstr "" #: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:52 -msgid ":doc:`/applications/finance/payment_acquirers/paypal`" +msgid "" +"Clicking the :guilabel:`Customer Preview` smart button on the quotation form" +" provides a preview of the quotation as the customer sees it, along with the" +" various online payment options they can choose from." msgstr "" -#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:53 -msgid ":doc:`/applications/finance/payment_acquirers/authorize`" -msgstr "" +#: ../../content/applications/sales/sales/send_quotations/get_paid_to_validate.rst:57 +msgid ":doc:`quote_template`" +msgstr ":doc:`quote_template`" #: ../../content/applications/sales/sales/send_quotations/get_signature_to_validate.rst:3 msgid "Online signatures for order confirmations" @@ -8474,128 +8600,196 @@ msgid "" msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:3 -msgid "Use product variants on quotations and sales orders" -msgstr "在报价单和销售订单上使用产品变体" +msgid "Product variants on quotations and sales orders" +msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:5 msgid "" "Product variants can be added to quotations and sales orders using the " -"Product Configurator, Variant Grid Entry, or both." -msgstr "您可以使用产品配置器、变体网格条目或两者结合，将产品变体添加至报价单和销售订单。" +"*product configurator*, *variant grid entry*, or both." +msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:11 msgid "" "To enable product variants on quotations and sales orders, go to " -":menuselection:`Sales --> Configuration --> Settings --> Product Catalog` " -"and activate one or both of the :guilabel:`Product Configurator` and " -":guilabel:`Variant Grid Entry` settings. Finally, click :guilabel:`Save` to " -"apply the settings." +":menuselection:`Sales app --> Configuration --> Settings`, and under the " +":guilabel:`Product Catalog` heading, activate one (or both) of the " +":guilabel:`Product Configurator` and :guilabel:`Variant Grid Entry` " +"settings. Finally, click :guilabel:`Save` to apply the settings." msgstr "" -"在报价单和销售订单中启用产品变体，跳转至：菜单选择：“销售-->配置-->设置-->产品目录”，并激活：guilabel：`产品配置器`和：guillabel：`变体网格条目`设置中的一个或两个。最后单击：guilabel：`保存'，以应用设置。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Activating entry type settings." msgstr "激活条目类别设置。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:20 -msgid "" -"After saving the settings, configure the product form. Head over to " -":menuselection:`Sales --> Products --> Products` and select any product (or " -"click :guilabel:`Create` to create a new one). On the product form, click " -":guilabel:`Edit`, and then click on the :guilabel:`Variants` tab. Under " -":guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " -"Configurator` or :guilabel:`Order Grid Entry`. This selection determines " -"which method is used to add the product to quotations or sales orders. " -"Finally, click :guilabel:`Save` to apply the setting." +msgid "After saving the settings, it's time to configure the product form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:22 +msgid "" +"To do that, navigate to :menuselection:`Sales app --> Products --> " +"Products`, and select the desired product to configure (or click " +":guilabel:`Create` to open a blank product form, and create a new one)." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:26 +msgid "" +"On the product form, click :guilabel:`Edit`, and select the " +":guilabel:`Variants` tab. Click :guilabel:`Add a line` to add an attribute " +"in the :guilabel:`Attribute` column, like `Color` or `Size`, for example." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:30 +msgid "" +"Once the attribute is chosen, select the desired values to apply to that " +"attribute in the :guilabel:`Values` column. To select the desired values, " +"click into the blank field beneath the :guilabel:`Values` column." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:34 +msgid "" +"Then, select an option from the drop-down menu that appears. Or, create a " +"new value by typing in the new value, and click :guilabel:`Create` from the " +"drop-down menu that appears beneath the new value." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 +msgid "" +"When a product has *at least* two variants (one attribute with two values), " +"the :guilabel:`Sales Variant Selection` option appears at the bottom of the " +":guilabel:`Variants` tab. That is the **only** way to make that option " +"appear, so keep that in mind." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:41 +msgid "" +"Under :guilabel:`Sales Variant Selection`, choose either :guilabel:`Product " +"Configurator` or :guilabel:`Order Grid Entry`. This selection determines " +"which method is used to add the product to quotations or sales orders." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:45 +msgid "" +":guilabel:`Product Configurator`: choose attribute values to add the " +"matching product variant to the order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:47 +msgid "" +":guilabel:`Order Grid Entry`: add several variants at once from the grid of " +"attribute values." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:49 +msgid "" +"Once a selection is made, click :guilabel:`Save` on the product form to " +"apply the setting." msgstr "" -"保存设置后，配置产品表单，跳转至：菜单选择：`销售-->产品->产品`，选择任何产品（或单击：guilabel：`创建`，以创建产品）。在产品表单中单击：guilabel：`编辑`，然后单击：guillabel：`变体`选项卡。在：guillabel：`销售谈何选择`下，选择：guilibel：`产品配置器`或：guilbel：`订单网格条目`，此选择确定用于将产品添加至报价单或销售订单的方法。最后单击：guilabel：`保存`，以应用设置。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Sales variant selection." msgstr "销售变体选择。" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:32 -msgid "" -"The product must have at least two variants (one attribute with two values) " -"created in order for the :guilabel:`Sales Variant Selection` option to " -"appear. Click :guilabel:`Add a line` under :guilabel:`Attribute` to add " -"attributes and values to this product and create product variants." +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:56 +msgid "Product configurator" msgstr "" -"须为产品创建至少两个变体（每个属性有两个值），才能显示：guilabel：`销售谈何选择`选项。单击：guilabel：`属性` " -"下的：guillabel：`添加行` ，将属性和值添加至产品，以创建产品变体。" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:37 -msgid "Use the Product Configurator" -msgstr "使用产品配置器" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:39 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:58 msgid "" -"The :guilabel:`Product Configurator` appears on a quotation or sales order " -"when products are added that have both variants configured and the " -":guilabel:`Product Configurator` option selected." +"The *product configurator* appears on a quotation or sales order when " +"products that have **both** variants configured are added, and the " +":guilabel:`Product Configurator` option is selected on the product form." msgstr "" -"添加的产品同时配置两种变体并选择了：guilabel：`产品配置器`选项时，报价单或销售订单中会显示：guillabel：`产品配置程序`。" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:42 +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:62 msgid "" -"The :guilabel:`Product Configurator` lets salespeople choose exactly which " -"product variant to add to the quotation or sales order using a format " -"similar to online shopping. Color options display any HTML color codes set " -"up in the :guilabel:`Color` attribute. Features with an additional cost will" -" display the additional cost next to their name. Once the desired product " -"variant attributes are selected, click :guilabel:`Add` to add the product " -"variant to the quotation or sales order." +"The product configurator lets salespeople choose exactly which product " +"variant to add to the quotation or sales order, using a format similar to " +"online shopping. Color options display any HTML color codes set up in the " +":guilabel:`Color` attribute." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:66 +msgid "" +"Features with an additional cost display the additional cost next to their " +"name. Once the desired product variant attributes are selected, click " +":guilabel:`Add` to add the product variant to the quotation or sales order." msgstr "" -"通过：guilabel：`产品配置器`，销售人员可以使用类似于线上购物的格式，准确选择要添加至报价单或销售订单的产品变体。颜色选项显示在：guilabel：`颜色`属性中设置的任何HTML颜色代码。配备额外价格功能，在名称旁边显示额外价格。选择所需的产品变体属性，然后单击：guilabel：`添加`，将产品变体添加至报价单或销售订单。" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Product Configurator and Price Extras." msgstr "产品配置器和额外价格。" -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:52 -msgid "" -"By default, the product variant attributes are displayed on the quotation or" -" sales order in the :guilabel:`Description` column, but the " -":guilabel:`Product Variant` column can be added through the additional " -"options menu (3 vertical dots icon)." -msgstr "" -"在默认情况下，产品变体属性显示在报价单或销售订单的：guilabel：`描述`列中，但：guillabel：`产品变体`列可以通过其他选项菜单（3个竖直点图标）添加。" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:57 -msgid "Use Variant Grid Entries" -msgstr "使用变体网格条目" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:59 -msgid "" -":guilabel:`Variant Grid Entries` appear on a quotation or sales order when " -"products are added that have both variants configured and the " -":guilabel:`Order Grid Entry` option selected. Grid entry can streamline the " -"process of creating large, varied quotations by letting salespeople enter " -"exact quantities of each product variant all at once." -msgstr "" -"如果添加的产品同时配置了两个变体，且选择了：guillabel：`订单网格条目`选项，：guilabel：`变体网格条目`显示在报价单或销售订单中。通过网格条目，销售人员可以一次性输入各产品变体的准确数量，从而简化创建大型、多样化报价的过程。" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:64 -msgid "" -":guilabel:`Variant Grid Entry` displays a grid of every variant available " -"for the selected product. Choose the exact quantities of each product " -"variant for a quotation or sales order by typing in the number or using the " -"arrows. :guilabel:`Not Available` is displayed when a particular variant has" -" been deactivated in the database. Once all the product variants and their " -"quantities have been set, click :guilabel:`Confirm` to add them to the " -"quotation or sales order." -msgstr "" -"：guilabel：`变体网格条目`显示所选产品可用的变体网格。通过输入数字或使用箭头，为报价单或销售订单选择产品变体的准确数量。如果数据库中的特定变体已停用，则显示：guilabel：`不可用`。设置完产品变型及其数量后，单击：guilabel：`确认`，将其添加至报价单或销售订单。" - -#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 -msgid "Variant Grid Entry pop-up." -msgstr "变体网格条目弹出。" - #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:74 msgid "" +"By default, the product variant attributes are displayed on the quotation or" +" sales order in the :guilabel:`Description` column, but a dedicated " +":guilabel:`Product Variant` column can be added, via the additional options " +"menu (represented by the :guilabel:`⋮ (3 vertical dots)` icon, on the far-" +"right side of the columns, in the :guilabel:`Order Lines` tab)." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 +msgid "Product variant column option in order lines tab of quotation." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:83 +msgid "" +"Just click the checkbox next to :guilabel:`Product Variant`, and that column" +" appears in the :guilabel:`Order Lines` tab." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:87 +msgid "Variant grid entries" +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:89 +msgid "" +"*Variant grid entries* appear on a quotation or sales order when products " +"that have both variants configured are added, and the :guilabel:`Order Grid " +"Entry` option is selected on the product form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:92 +msgid "" +"The grid entry feature streamlines the process of creating large, varied " +"quotations by letting salespeople enter exact quantities of each product " +"variant all at once." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:95 +msgid "" +"The :guilabel:`Choose Product Variants` pop-up form that appears, displays a" +" grid of every variant available for that specific product." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:98 +msgid "" +"From the :guilabel:`Choose Product Variants` pop-up form, choose the exact " +"quantities of each product variant for a quotation or sales order by typing " +"in the number or using the arrows in each column. The :guilabel:`Not " +"Available` warning is displayed when a particular variant has been " +"deactivated in the database." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:103 +msgid "" +"Once all the product variants and their quantities have been set in the pop-" +"up form, click :guilabel:`Confirm` to add them to the quotation or sales " +"order." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 +msgid "Variant Grid Entry pop-up form." +msgstr "" + +#: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst:110 +msgid "" "Each product variant appears as an individual line item on the quotation or " -"sales order, because each of these items has its own stock." -msgstr "产品变体在报价单或销售订单中显示为单独的行项目，因为各项目各有库存。" +"sales order with the chosen quantity from the :guilabel:`Choose Product " +"Variants` pop-up form, because each of these items has its own stock." +msgstr "" #: ../../content/applications/sales/sales/send_quotations/orders_and_variants.rst-1 msgid "Line items for grid variants." diff --git a/locale/zh_CN/LC_MESSAGES/websites.po b/locale/zh_CN/LC_MESSAGES/websites.po index 637f1d42d..ff66e48b4 100644 --- a/locale/zh_CN/LC_MESSAGES/websites.po +++ b/locale/zh_CN/LC_MESSAGES/websites.po @@ -21,15 +21,16 @@ # Martin Trigaux, 2023 # Wil Odoo, 2023 # Emily Jia , 2023 +# 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023 # #, fuzzy msgid "" msgstr "" "Project-Id-Version: Odoo 15.0\n" "Report-Msgid-Bugs-To: \n" -"POT-Creation-Date: 2023-10-26 06:37+0000\n" +"POT-Creation-Date: 2023-12-18 20:35+0000\n" "PO-Revision-Date: 2022-03-18 15:03+0000\n" -"Last-Translator: Emily Jia , 2023\n" +"Last-Translator: 山西清水欧度(QQ:54773801) <54773801@qq.com>, 2023\n" "Language-Team: Chinese (China) (https://app.transifex.com/odoo/teams/41243/zh_CN/)\n" "MIME-Version: 1.0\n" "Content-Type: text/plain; charset=UTF-8\n" @@ -2120,6 +2121,255 @@ msgid "" "Unsplash requests per hour restriction." msgstr "" +#: ../../content/applications/websites/website/mail_groups.rst:3 +msgid "Mail groups" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:5 +msgid "" +"The **mail groups** feature allows website visitors to have a public " +"discussion by email. They can join a group to receive emails from other " +"group members (i.e., website users who have subscribed to the group) and " +"send new ones to all group members." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:9 +msgid "" +"To activate the feature, :ref:`install ` the " +":guilabel:`Website Mail Group` (`website_mail_group`) module." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:13 +msgid "" +"The **mail groups** feature is not to be confused with the " +":doc:`../../marketing/email_marketing/mailing_lists` in the Email Marketing " +"app." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:19 +msgid "Configuring mail groups" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:21 +msgid "To configure mail groups, proceed as follows:" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:23 +msgid "" +"Configure a custom email alias domain by accessing the **General settings**," +" scrolling down to the :guilabel:`Discuss` section, enabling the " +":guilabel:`Custom Email Server` feature, and entering the :guilabel:`Alias " +"domain` (e.g., `@mycompany.com`)." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:26 +msgid "" +"Go to :menuselection:`Website --> Groups --> Mailing List Groups`, then " +"click :guilabel:`Create`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:27 +msgid "" +"Specify a :guilabel:`Group Name`, the :guilabel:`Email Alias`, and a " +":guilabel:`Description`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:28 +msgid "" +"Enable :guilabel:`Moderate this group` and specify the " +":guilabel:`Moderators` if you wish to :ref:`moderate messages " +"` from this group. Alternatively, if the " +"group is not moderated, you can define :guilabel:`Responsible users` who can" +" manage the messages in the group." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:32 +msgid "" +"In the :guilabel:`Privacy` tab, define who can subscribe to the mail group:" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:34 +msgid "" +":guilabel:`Everyone`: to make the mail group public so anyone can subscribe " +"to it;" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:35 +msgid "" +":guilabel:`Members only`: to only allow users defined as members to " +"subscribe to the mail group;" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:36 +msgid "" +":guilabel:`Selected group of users`: to only allow users from the " +":guilabel:`Authorized group` to subscribe to the mail group." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:39 +msgid "" +"If the mail group is moderated, you can automatically notify authors when " +"their message is pending moderation by enabling :guilabel:`Automatic " +"notification` in the :guilabel:`Notify Members` tab and writing the " +":guilabel:`Notification message`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:42 +msgid "" +"If you wish to send out guidelines to new subscribers, enable " +":guilabel:`Send guidelines to new subscribers` and write them in the " +":guilabel:`Guidelines` tab. This is particularly useful when the mail group " +"is moderated." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:47 +msgid "Using mail groups" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:50 +msgid "Subscribing/unsubscribing" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:52 +msgid "" +"Based on the :ref:`configuration of the mail group " +"`, users can subscribe to and " +"unsubscribe from mail groups from the website page (`/groups` by default)." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst-1 +msgid "Mail group web page." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:58 +msgid "" +"Internal users can also do this from :menuselection:`Website --> Groups --> " +"Mailing List Groups`, using the :guilabel:`Join` and :guilabel:`Leave` " +"buttons." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:62 +msgid "Sending messages" +msgstr "发出信息" + +#: ../../content/applications/websites/website/mail_groups.rst:64 +msgid "" +"To send messages to a mail group, website users can email the :ref:`mail " +"group's email address `. Internal " +"users can also create messages directly from Odoo. To do so, go to " +":menuselection:`Website --> Groups --> Mailing List Groups`, select the mail" +" group, click the :guilabel:`Emails` smart button, and click " +":guilabel:`Create`. Then, fill in the fields and click :guilabel:`Send`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:71 +msgid "" +"The list of messages can also be accessed by selecting the group from the " +"`/groups` website page." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:73 +msgid "" +"Group members can also unsubscribe from the group, access the mail group " +"page, and send emails to the group using the URLs in the footer of any group" +" email they have received." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:0 +msgid "URLs in the footer of a group email." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:82 +msgid "Moderating mail group messages" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:84 +msgid "" +"If the :guilabel:`Moderate this group` feature has been enabled for the " +":ref:`mail group `, one of the " +":guilabel:`Moderators` must approve the group's messages before they are " +"dispatched to the other members." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:88 +msgid "" +"To moderate messages, go to :menuselection:`Website --> Groups --> Mailing " +"List Groups`, select the mail group, and click the :guilabel:`To review` " +"smart button. You can moderate messages using the buttons at the end of the " +"message line or select a message to view its content and moderate it " +"accordingly." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:0 +msgid "Moderation buttons in the message line." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:96 +msgid "The following actions are available:" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:98 +msgid "" +":guilabel:`Accept`: to accept the email and send it to the mail group " +"members." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:99 +msgid "" +":guilabel:`Reject`: to reject the email. In the pop-up window that opens, " +"click :guilabel:`Reject Silently` to reject the email without notifying the " +"author, or specify an explanation for rejecting the message, then click " +":guilabel:`Send & Reject` to reject the message and send the explanation to " +"the author." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:103 +msgid "" +":guilabel:`Whitelist`: to whitelist the author, i.e. automatically accept " +"all of their emails. As a result, a :ref:`moderation rule " +"` is created for the author's email address " +"with the status :guilabel:`Always allow`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:106 +msgid "" +":guilabel:`Ban`: to blacklist the author, i.e. automatically discard all " +"their emails. In the pop-up window that opens, click :guilabel:`Ban` to ban " +"the author without notifying them, or specify an explanation, then click " +":guilabel:`Send & Ban` to ban the author and send them the explanation. As a" +" result, a :ref:`moderation rule ` is " +"created for the author's email address with the status :guilabel:`Permanent " +"ban`." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:113 +msgid "" +"Messages can also be moderated from the group's list of messages. Go to " +":menuselection:`Website --> Groups --> Mailing List Groups`, select the mail" +" group and click the :guilabel:`Emails` smart button." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:120 +msgid "Whitelisting/Blacklisting authors" +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:122 +msgid "" +"You can whitelist or blacklist an author either directly :ref:`from a mail " +"group message `, or by creating a moderation" +" rule. To do so, go to :menuselection:`Website --> Groups --> List " +"Moderation Rulings` and click :guilabel:`Create`. Then, select the " +":guilabel:`Group`, specify the author's :guilabel:`Email` and set the " +":guilabel:`Status` field." +msgstr "" + +#: ../../content/applications/websites/website/mail_groups.rst:129 +msgid "" +"You can also access the mail group's moderation rules by going to " +":menuselection:`Website --> Groups --> Mailing List Groups`, selecting the " +"group, then clicking the :guilabel:`Moderations` smart button." +msgstr "" + #: ../../content/applications/websites/website/pages.rst:5 msgid "Pages" msgstr "页面"