[IMP] finance: avatax use add logging
closes odoo/documentation#9260
X-original-commit: 314ddb2de3
Signed-off-by: Timothy Kukulka (tiku) <tiku@odoo.com>
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@ -100,3 +100,62 @@ value. To recalculate the taxes, click :guilabel:`Compute taxes using Avatax`.
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.. tip::
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Tax calculation can even be done on negative subtotals and credit notes.
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Logging
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=======
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It is possible to log Avalara/*AvaTax* actions in Odoo for further analysis, or verification of
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functionality. Logging is accessible through the *AvaTax* settings.
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To start logging *AvaTax* actions, first, navigate to the :menuselection:`Accounting app -->
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Configuration --> Settings`.
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Then, in the :guilabel:`Taxes` section, under the :guilabel:`AvaTax` settings, click
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:guilabel:`Start logging for 30 minutes`.
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Upon starting the log process, Odoo will log all Avalara/*AvaTax* actions performed in the database.
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To view the logs, click on :guilabel:`Show logs` to the right of the :guilabel:`Start logging for 30
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minutes`. This reveals a detailed list of Avalara/*AvaTax* actions. This list is sortable by the
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following columns:
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- :guilabel:`Created on`: timestamp of the *AvaTax* calculation.
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- :guilabel:`Created by`: numeric value of the user in the database.
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- :guilabel:`Database name`: name of the database.
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- :guilabel:`Type`: two values can be chosen for this field, :guilabel:`Server` or
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:guilabel:`Client`.
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- :guilabel:`Name`: Avalara service name. In this case, it will be *AvaTax*.
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- :guilabel:`Level`: by default, this will be `INFO`.
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- :guilabel:`Path`: indicates the path taken to make the calculation.
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- :guilabel:`Line`: indicates the line the calculation is made on.
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- :guilabel:`Function`: indicates the calculation taken on the line.
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.. image:: avatax_use/logging.png
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:align: center
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:alt: Avalara logging page with top row of list highlighted.
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Click into the log line to reveal another field, called :guilabel:`Message`.
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This field populates a raw transcription of the transaction, which involves the creation (or
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adjustment) of a sales invoice using the Avalara *AvaTax* API.
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The transaction includes details, such as addresses for shipping from and to, line items describing
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the products or services, tax codes, tax amounts, and other relevant information.
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The :guilabel:`Message` contains the calculated taxes for different jurisdictions and confirms the
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creation (or adjustment) of the transaction.
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.. tip::
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Custom fields can be made using Odoo *Studio*. Click the :icon:`fa-ellipsis-v`
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:guilabel:`(ellipsis)` menu to the far-right of the header row. Then click :icon:`fa-plus`
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:guilabel:`Add custom field`. This action opens Odoo *Studio*.
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.. important::
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Odoo *Studio* requires a *custom* pricing plan. Consult the database's customer success manager
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for more information on switching plans. Or to see if Odoo *Studio* is included in the database's
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current pricing plan. See this documentation: :doc:`../../../../studio`.
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.. seealso::
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- :doc:`../avatax`
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- `US Tax Compliance: Avatax elearning video
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<https://www.odoo.com/slides/slide/us-tax-compliance-avatax-2858?fullscreen=1>`_
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